Followers
0
Following
1
Blog Posts
0
Threads
822
Blogs
Threads
Portfolio
Follower
Following
5 days ago | Report Abuse
In the shorter term, in the absence of growth, Bumi ought to declare a dividend to reward shareholders for their enduring patience
5 days ago | Report Abuse
Investors have little stock in promises
1 week ago | Report Abuse
If Greedy Gary pulls a rabbit out of the proverbial bag the upside would be sweet
1 week ago | Report Abuse
There are call warrants from April to Oct ( except Aug) all at exercise prices ranging from 53 to 60 sen...
1 week ago | Report Abuse
Hi Nepo maybe in the short term it does not look good...it is a longer term investment
2 weeks ago | Report Abuse
The "kick" is in the terminal valuation in the DCF model. A growing company would have a higher valuation. That is why Yinson's valuation is streets ahead
2 weeks ago | Report Abuse
Rohank that is right with cost of equity at just over 16 % and with debt pared down would generally relate to a lower discount increasing PV subject to freecashflow projections. These guys need another project to bump up valuation as buffer to future cashflow projections.
2 weeks ago | Report Abuse
As long as cashflow supports the remaining construction and absent of raising further equity ( CEO has cleared it) there is only one way, that is up as demand will grow. Sell at your peril
3 weeks ago | Report Abuse
with socks,shoes and what not are headlines optimism is an empty promise
4 weeks ago | Report Abuse
just about three weeks ago net shorts was 55 million
it is now at at about half at 26 mil. ie positive. It is just another metric to consider
1 month ago | Report Abuse
hello there cheated, most cameras are down on WCE .. how did you manage to come to your view?
1 month ago | Report Abuse
Keep an eye on management....hopefully not wealth destroyers
1 month ago | Report Abuse
The next qtrly report would be decisive if I am to hold or sell as there are other stocks that would provide a better return unless AK himself takes it private at a premium. Unlike Yinson, Armada has a declining FCF going forward and there appears to be nothing tangible in the near future.
1 month ago | Report Abuse
I should think that is the smart money
1 month ago | Report Abuse
The net shorts hovers in the 50 over million range
1 month ago | Report Abuse
I am a regular traveller PJ /Ipoh....NSE stinks, roadworks, minor accidents esp when three lanes become two lanes . WCE should alleviate congestion
1 month ago | Report Abuse
Armada has to hit paydirt if there is to be an uptick in price
1 month ago | Report Abuse
Politics has resulted in 2 months rather than a single month toll free access....bumper crowd miss over Raya
2 months ago | Report Abuse
i bought this when the Chinese came in to JV drawing a parallel to Proton/ Geely. Then these clowns upset the Chinese re shareholding …. beginning of the end now jaguh MOUs
2 months ago | Report Abuse
WISE is another top down project. Super Malaysia boleh
2 months ago | Report Abuse
Dnex, if you are in profit and your expected return is met sell out.. Mgmt is a failure. Malaysia boleh concept
2 months ago | Report Abuse
Armada can’t get out of its own way.
2 months ago | Report Abuse
DNex and several GLC type organisations are just useless and cannot focus on what they are meant to do as these fellows who run them are placed in there through networking/political influence or family ties. There are quality bumiputra professionals out there but they do not have connections and therefore lose out to these clowns.
2 months ago | Report Abuse
This CEO is not up to it like most in GLCs who are there for other reasons
2 months ago | Report Abuse
CEO should focus on maximising shareholder value and not dabble in politics/ religion. This guy is a failure.
2 months ago | Report Abuse
dropkicks need to provide forward guidance Bursa ought to take note
2 months ago | Report Abuse
big boys have their trucks backed up to unload ...
2 months ago | Report Abuse
These asses had better get their act together to replenish loss revenue and none of this green mumbo jumbo that would need huge lead times
2024-01-26 09:15 | Report Abuse
Orlando! obviously you have come down with the last wash
2024-01-21 04:57 | Report Abuse
Gerard I sold out of this sh.t hole a year ago having considered them two timing partner. Yet these clowns are meant to be religious. how on earth do they ever sleep at night
2024-01-21 04:49 | Report Abuse
this bunch just not up to the mark. all talk and just cannot execute
2024-01-17 17:27 | Report Abuse
Nepo it is about net present value...
2024-01-16 16:06 | Report Abuse
Calvin and his delusion of grandeur
2024-01-16 16:04 | Report Abuse
Calvin and his crap
2024-01-08 20:39 | Report Abuse
Thanks Hisham for Section 11 progress video
Stock: [ARMADA]: BUMI ARMADA BERHAD
2 days ago | Report Abuse
hope you are right pal, only real positive is the cashflow yield for now