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Overview
Financial Highlight
HeadlinesBusiness Background Uzma Bhd provides integrated solutions to the upstream sector across the exploration, development and production operations and to the facilities/plant construction, operations and maintenance of the downstream sector. Uzma provides the full spectrum of the oil and gas operational services and solutions. Uzma’s offering includes solutions and services in the field of Geoscience and Petroleum Engineering Services, Drilling and well Services and Production Optimization and Operation Services.
  anticonman Conmen won't tell you KWAP disposed. They only informed good stories to con you. 08/07/2019 10:00 PM value88 KWAP keeps disposing, I suppose this is the reason for it's declining stock price. Once KWAP stops disposing, Uzma's stock price should recover to >70sen. Subsequently, it will depend on next Q's earnings to decide which direction it's stock price will go. 10/07/2019 12:26 PM value88 Uzma is one of the few O&G companies that remains profitable in depressed oil price period, that is not easy and thus i think it should receive higher valuation compared to other O&G companies. It is selling at 0.44x P/BV currently, indicating that it is undervalued. 10/07/2019 12:29 PM 10218296660755375 This second half of year , oil and gas got new projects. And I believe that uzma is one of the winner. So , shud collect on weakness 10/07/2019 12:59 PM Aven @value88 same thought here, once KWAP finish disposing, under normal circumstances should go back above 70c and even 80c before q result is out, lets see 10/07/2019 3:53 PM 553871575098935 How many left? They disposed another 1mil shares yesterday. Once they ceased to be substantial shareholders I believe Uzma will start flying. But need to be really2 patience. 11/07/2019 2:44 PM  whalehere 553871575098935 How many left? They disposed another 1mil shares yesterday. Once they ceased to be substantial shareholders I believe Uzma will start flying. But need to be really2 patience. _______ You’re right. Patience is key in trading. 11/07/2019 4:27 PM 553871575098935 Uzma very much laggard compared to his peers...with the current Dayang, Carimin prices, Uzma price should be at least 82-85c 11/07/2019 4:48 PM 553871575098935 Kenanga TP 76c and we all know Kenanga forecast is always conservative. 11/07/2019 4:49 PM Aven By early next week Kenanga TP should be matched and even >80c. 82-85c is possible. Anyway better hold till Q result is out. 11/07/2019 5:39 PM MACC_jangan_tidur Got report MACC? https://sabahkini2.com/en/news/1625/skandal-petronas-rasuah-hubungan-sulit-bakal-selamatkan-kontrak-uzma-berhad/view 14/07/2019 5:07 PM maoyap https://www.theedgemarkets.com/article/after-petronas-uzma-strongly-refutes-allegations-published-online-site Don't believe in fake news 15/07/2019 9:35 PM maoyap https://www.theedgemarkets.com/article/after-petronas-uzma-strongly-refutes-allegations-published-online-site Don't believe in fake news! 15/07/2019 9:36 PM 553871575098935 My god! There are people just come out from the cave... At least check the date the so-called "news" la brother... 16/07/2019 1:50 PM maoyap uzma is the only few companies that can sustain and profit during the bear market of the oil industry. This is the golden horse company. 16/07/2019 3:42 PM maoyap with the new ex pres of petronas sub as the chairman of Uzma, Uzma will get alot of Petronas contract in months to come! 16/07/2019 3:43 PM  calvintaneng Ncm88 and maoyap Calvin has been collecting uzma shares Kwap has only a few more million Uzma shares to sell. After that no more Uzma should then overtake penergy and Carimin on its own strong fundamental. No need human support at all Happy investing 17/07/2019 10:50 PM Will76 Breaking News from CNBC "Oil prices fell on Thursday, extending declines into a fourth day, after official data showed U.S. stockpiles of products like gasoline rose sharply last week, suggesting weak demand during the peak driving season." "Brent crude futures were down 15 cents, or 0.2%, at $63.51 a barrel by 0044 GMT. They fell 1.1% on Wednesday." "U.S West Texas Intermediate crude futures fell 26 cents, or 0.5%, to $56.52. The U.S. benchmark dropped 1.5% in the previous session." Its time for BIG CORRECTION for OIL & GAS COUNTER 18/07/2019 10:04 AM calvintaneng Uzma is resilient as it is positioned for rise or fall of crude oil prices. If crude oil rise Petronas will explore more and in-store new rigs Conversely, if crude oil prices fall then Petronas will decommission and dismantle more oil well platforms On hand for Uzma is the building of new oil rig platform plus 3 more on standby Uzma also won a total of 22 decommissioning oil rig platforms. Todate about 6 have been dismantled with 16 more to go And so unlike other oil entities Uzma is defensively positioned Uzma's fundamental is as good as Dayang The difference is Uzma share price traded at 50% discount to Dayang This discrepancy presents a wonderful opportunity for bargain hunters due to Kwap Fund relentless selling This was what happened to Seth Klarman During a time when Big Funds were selling and dumping shares indiscrimately Seth Klarman took the opportunity to buy cheap This Uzma selling at more that 50% discount to NTA will qualify as a Seth Klarman buy since he zero in on Margin OF Safety Proven later when Seth Klarman turned into a Billionaire Fund Manager like Howard Marks 18/07/2019 10:36 AM whalehere Look at the gearing and profitability of all O&G counters, uzma is in my opinion one of the best 18/07/2019 5:12 PM calvintaneng 7 factors for Uzma 1. Uzma downgraded by 3 IBs just because of 1 qtr weakness. So the sell down now overdone 2. Kwap relentless disposing. Now only very few left to sell and will soon be over 3. Uzma fundamentally strong with a) manageable debt b) secured jobs that are ongoing c) High margin of safety. Price less than 50% of Net Assets 4. Aug and Nov 2019 barring u forseen circumstances will report better results 5. Management is tendering for fresh jobs 6. As reported Petronas still got lots of decommissioning jobs of which Uzma is one of the main players 7. As long as Crude Oil level above USD50 the Rm30 millions capex for upstream oil and gas job awards will be on track With all these defensive factors and positive prospects this time of weakness is our last opportunity to accumulate cheap 18/07/2019 11:06 PM calvintaneng Correction: Upstream capex is rm30 billions Job awards not even half way mark Still alot more to be awarded 18/07/2019 11:09 PM Will76 Breaking News from CNBC "Oil settled lower on Friday, weighed down by weakness in U.S. equities markets and an expectation that crude output would rise in the Gulf of Mexico following last week’s hurricane in the region." "U.S. West Texas Intermediate crude futures fell $1.48 — or 2.6% — to settle at $55.30. The U.S. benchmark dropped 1.5% in the previous session, and 3% on Wednesday." "Brent crude futures fell $1.94, or more than 3%, at $61.72 a barrel by 2:36 p.m. ET. They fell 1% on Thursday, and 3% on Wednesday." Its time for BIG CORRECTION for OIL & GAS STOCK 19/07/2019 9:00 AM calvintaneng Already stated by Calvin Oil price down might not affect Uzma's prospects. Why? Answer: Uzma is a well diversified oil conglomerate for both good and bad times Because in bad times when oil price down Petronas will decommission more oil rig platforms And that means more business for Uzma. Now in hand Uzma secured 22 decommissioning jobs 6 have been completed. 16 more to go. And these jobs are of high revenue and profit for Uzma These few days or week might be the last opportunity to get some Uzma on the cheap as KWAP will dispose its last remaining Uzma shares 19/07/2019 9:24 AM calvintaneng Turbochart just buy lah Now already cheap See Calvin Tan Research Chun Chun call on d nounce and complete logistic? Calvin called for a sell on d nounce. And d nounce crashed today Calvin called for a buy on complete logistic and complete is up today This Uzma will be another Chun Chun call So? So don't miss Uzma now Buy all below 70 sen while Crap Kwap sells 19/07/2019 12:21 PM Ncm88 Today OnG so ong, this counter macam shit luckily sold during 0.7 2 days ago 19/07/2019 12:31 PM calvintaneng One sorchai complained about complete not paying dividend so he sold Then complete declared a nice 16 sen dividend and people chased So when Uzma result turns better only then people will chase By then no more cheap 19/07/2019 12:38 PM calvintaneng Agak Agak don't know leh Short term can't predict See. After complete logistic up today htpadu(or ht SAPU) gone limit up. Both were Calvin buy calls. So will be Uzma Ooozing with value ma! 19/07/2019 6:47 PM  |
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