"Su Yi, are you free tomorrow?"
While Su Yi was combining market news and sentiment, reviewing market trends, and formulating next week's trading plan, Fang Wanqing sent him a message on his logged-in WeChat account.
"Tomorrow..."
Su Yi thought for a moment, then replied,
"I should be free. What's up? Is something wrong?"
Fang Wanqing said,
"Regarding the investment project for 'Gusu Diezhi Network Technology Company' that I discussed with you last time, I thoroughly explained your idea of investing in their company to my friend, and she agreed. She wants to invite you to lunch tomorrow to discuss our respective thoughts."
"Alright,"
Su Yi responded.
He was still very interested in the investment project Fang Wanqing mentioned earlier.
"I've also been following the stock market recently. The 'Financial Street Fuxing Road' trading seat, that's you trading, right?"
Fang Wanqing paused, then changed the subject, saying,
"You've been continuously increasing your positions in the 'lithium battery' main sector. You must be strongly optimistic about the future opportunities in the broader 'new energy industry chain' direction, right?"
Su Yi said with a hint of surprise,
"Aren't you an employee in the venture capital department of 'Aberdeen Asset'? Why are you suddenly concerned about the domestic secondary market?"
"The secondary market and the primary market are also strongly linked,"
Fang Wanqing replied.
She wouldn't say that she wanted to learn more about Su Yi, which was why she paid more attention to the trends in the secondary market and Su Yi's trading activities.
"That's true,"
Su Yi replied casually, not thinking much of it.
Fang Wanqing paused for a moment, then said,
"Since you're so optimistic about the future prospects of the 'new energy industry chain', I wonder if you're interested in primary market investment projects within its industry chain?"
"Oh, do you have any related projects on hand?"
Su Yi asked.
After this period of interaction between him and Fang Wanqing, their casual conversations were no longer as unfamiliar or distant as they were initially.
Their exchanges were mostly straightforward questions and answers.
Fang Wanqing said,
"There is a project that our company screened and reviewed, but ultimately rejected."
"What kind of project specifically?"
Su Yi asked curiously.
"It's a company that produces 'lithium battery' anode materials, seeking financing,"
Fang Wanqing said.
"This company plans to raise around 50 million. If you're interested, I'll send you the company's information and the financing proposal that our company rejected."
"Okay, thank you,"
Su Yi quickly responded.
Currently, in terms of his layout in the 'new energy industry chain' direction, he already holds a company called 'Putai New Materials'.
Facing the 'new energy lithium battery' industry sector, whose future industrial scale is destined to explode.
As long as the anode material company Fang Wanqing mentioned has a passable operating performance, he will not hesitate to invest.
After all, with his current network, truly high-quality investment projects with obvious future growth potential would not typically come his way.
So, for now, he can only pan for gold in the proverbial sand.
"You're welcome,"
Fang Wanqing replied.
"Anyway, a project that the company has already rejected is of no use to me."
After speaking, Fang Wanqing immediately sent Su Yi the relevant project information she had just mentioned.
Su Yi opened the documents and looked through them.
The lithium battery anode material company Fang Wanqing mentioned was named 'Ganzhou Zichen New Materials Co., Ltd.'
It was established in 2012, and its current operational situation was basically identical to when Su Yi invested in 'Putai New Materials': both were facing operational difficulties and a risk of capital chain rupture due to business transformation, new production lines, and factors like order volume, yield rate, and production costs.
That's why it was desperately and urgently seeking off-market financing.
According to the introduction in its financing proposal.
This company's current operating scale is smaller than that of 'Putai New Materials', and it hasn't developed many clients in the industry.
If, at this time, the entire 'lithium battery' industry were still in a cyclical trough.
Or even when the entire industry and related industry chain companies were all incurring losses.
Then, Su Yi could assert that, with its current operating condition, this company would most likely not survive a year.
But now, the favorable winds of the entire 'new energy industry' have arrived, and it's foreseeable that... subsequent production capacity related to the entire industry will experience a surge in demand due to the explosion of the 'new energy vehicle' market.
Thus, this company, which currently hasn't demonstrated much competitiveness, will likely be able to accumulate technical experience and survive by leveraging the rapidly expanding demand for production capacity within the entire industry.
"Ganzhou Zichen New Materials Co., Ltd...."
Su Yi finished reading the relevant documents and muttered to himself inwardly.
In his mind, in his memories from before his rebirth, he vaguely remembered this company eventually breaking through in the overall 'new energy industry' boom, becoming a well-known lithium battery anode material company within the future 'new energy industry chain', occupying a significant market share.
"How is it? Do you think this company has investment potential?"
Seeing that Su Yi hadn't replied for a while, Fang Wanqing proactively asked.
Su Yi snapped back to reality and replied,
"Based on the information, this company is facing considerable difficulties, but it also has its unique advantages. Whether it has investment potential can probably only be accurately judged after an on-site inspection. Oh, by the way... this project was rejected by your company's investment department. Could you tell me why?"
Fang Wanqing said,
"The company's operating condition is too poor, it faces many competitors in the same industry, and it has no technical advantage or first-mover scale advantage over them. Also, as a traditional manufacturing enterprise, its gross profit margin and net profit margin are too thin, and its ability to resist risks is too weak.
Even though the future 'new energy industry' direction is a huge emerging incremental market. But after the company's evaluation, it was believed that even if this company secured 50 million in financing, it would be difficult to further expand its scale, reduce costs, achieve profitability, and thus survive in the competition with current market rivals using this capital.
In other words, the risk of investing in this company is not proportional to its future returns. Compared to future investment returns, the investment risk would be very high. Of course, on the other hand, it's also because our company's main investment direction is in asset-light internet companies and other consumer-oriented enterprises.
For manufacturing enterprises with heavy assets and very low net profit margins, the review of financing projects is relatively strict. This is why the financing proposal submitted by this enterprise was rejected by the company's investment department leaders, even amidst the current boom in the 'new energy industry'."
"Understood,"
Su Yi replied,
"Thanks for letting me know."
Fang Wanqing smiled and said,
"It's nothing. Oh... by the way, I'll send you the address for tomorrow's lunch. Don't forget, tomorrow at noon."
After speaking, Fang Wanqing glanced at the time, then wished Su Yi 'good night'.
And went straight to sleep.
Su Yi continued to review the information on 'Ganzhou Zichen New Materials Co., Ltd.', then browsed the trends of the peripheral markets.
When he felt sleepy, he finally went to bed.
The next day, after waking up.
Su Yi had breakfast and took a look at the company, which was still undergoing renovation.
Following that, he interviewed two employees recommended by a headhunter at a coffee shop.
After that, seeing that it was almost lunchtime, he went to a high-end restaurant in Modu's core business district, following the address Fang Wanqing had given him.
When he was led into the private room by a waiter.
He saw that, besides Fang Wanqing, there were only two young people, a man and a woman, in the private room.
The two young people appeared to be around the same age as him and Fang Wanqing, but their relationship was clearly more intimate.
"Let me introduce you,"
Fang Wanqing said with a smile as Su Yi arrived.
"This is my friend Liu Zishan, and this is Zishan's boyfriend, also Zhou Lingfei, the boss of 'Diezhi Network Technology' company."
"Wanqing, Lingfei and I are no longer boyfriend and girlfriend,"
Liu Zishan said with a smile.
"Huh?"
Fang Wanqing exclaimed,
"Did you... break up?"
Liu Zishan smiled and said,
"How could that be? Lingfei and I... we've already registered our marriage."
"No way? When?"
Fang Wanqing's eyes showed even more surprise.
Liu Zishan said,
"It was in the first half of the year, when you were on a business trip abroad. Oh... let's not talk about that, today Mr. Su is the main character."
Saying that, she quickly extended her hand to Su Yi with a smile.
Su Yi nodded slightly, shook hands with her and her husband Zhou Lingfei, and then sat down.
"Wanqing told me that Mr. Su is very interested in our company's business and is optimistic about our future development, willing to work together with us for a common future..."
Liu Zishan said,
"Lingfei and I are very grateful for Mr. Su's trust, so we specially rushed over from Gusu to discuss investment cooperation with Mr. Su."
"Is Ms. Liu primarily responsible for the company's investment cooperation matters?"
Su Yi's gaze swept over Zhou Lingfei, who looked somewhat refined and timid, and asked.
Zhou Lingfei noticed Su Yi's gaze, adjusted his glasses, and said,
"That's right, I'm mainly responsible for the company's game development sector. Zishan handles our company's investment and financing, human resources, finance, and operational business."
"Alright then,"
Su Yi nodded slightly and continued,
"Since Ms. Liu makes the decisions, I'll be straightforward. With the full explosion of mobile internet and mobile network devices, I am very optimistic about the future development of the mobile game market.
I believe your company has seized a favorable opportunity for 'differentiated competition' in game development, so... I would like to co-invest in your company with Ms. Fang.
The proposed financing report and financing proposal your company previously submitted. Ms. Fang sent them to me to review. I am personally very satisfied. I'm just not sure what your current thoughts are?
If your ideas are still the same as before, then I think we can just sign a letter of intent directly according to the financing plan you proposed."
"Mr. Su, aren't you planning to visit 'Diezhi Network Technology' for an on-site inspection?"
Liu Zishan was very surprised to hear Su Yi's words.
Su Yi smiled and said,
"What I'm investing in are the products your company operates. Your company's core competitiveness, which is the games you develop, I have already experienced on my phone during this period. I must say, everything is quite good, so there's no need for an on-site inspection.
Furthermore... I trust Ms. Fang, and I also trust Ms. Fang's friend. Moreover, an investment amount of 7.5 million is just the price of a sports car; it's nothing to me."
"Thank you for the compliment, Mr. Su."
Liu Zishan had not expected the fundraising to be so smooth, nor had she expected that upon Su Yi's arrival, after just a few sentences of conversation, he would finalize the investment intention.
This made her both excited and surprised.
"When would Mr. Su like to sign the letter of intent for the investment?"
(End of Chapter)