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  888next UWC s business model in the semi cond sector is 88% fabricated parts and modules: 12% machined parts Notion s business is 98% machined parts: 2% fabricated parts in FY2019 We are increasing the fabrication business throu the EMS sector at a fast rate We do recognise Penang has some fabulous tech co s and every tech co is viewed as the next Vitrox or Pentamaster which is good 16/11/2019 10:01 PM 888next Our MD is of precision machining background for most of his working life. Fabrication is something new to him and took a while to convince him. Marketing has slackened and we had to kick butts Changing mindsets is never easy but we are now on a high growth path hopefully meeting expectations 16/11/2019 10:12 PM virgogo Dear 888next. Please let Us know the built up area of the Old factory and the newly built up new 2 storey factory in Klang. On the very low margin products, are u considering to gradually phase them out, so that your resources Mayb better utilised. Thanks 16/11/2019 10:17 PM 888next Hi virgogo The floor space affected by the fire was 120,000 sf and with the rebuilt it's now about 200,000 sf Business you just cant turn it off like a water tap as we value long term relationships. We must take the good and not so good business and work out a strategy to address this. We can't just take the meat and throw away the bones business. It's better to grow the new business . But most certainly loss making business we don't hesitate to chop off. 16/11/2019 10:29 PM virgogo Base on the potential new businesses next two financial years, IE 2020 and 2021, what kini of capex the Company is projecting.. Any plan for a dividend policy. Thanks 16/11/2019 11:10 PM 888next Good morning. Capex est FY2020 RM30 m FY2021 est RM40 m When you are growing certain new machinery and specialised equipment and even space may be added. Dividend policy is 30% of PAT but there may be circumstances when there s deviation. We will communicate why so 17/11/2019 7:18 AM 888next Please go back to retailers chatter and TA and market rumours This week am busy meeting funds and analysts and attending to Q4 matters 17/11/2019 1:35 PM 888next Funds are funny people. When the stock is 50 sen nobody wants to talk to us Now the stock is 89 sen and Warrant C is 62 compared to two months ago 51 sen and 20 sen respectively. They want to meet Some of them annoyed I didn't tip them. Hahaha I wish I knew also . I have not been engaging in Investors Relations for 2 years and was not ready until some individuals insisted they want to visit factory I tried to wave them off but their persistency helped 17/11/2019 1:50 PM 888next Finally we are not chongker. We will never do it. We have been blessed. We obviously monitor the markets and as long as it's orderly market we don't play the market We play by the rules 17/11/2019 1:57 PM virgogo Mr. 888next. We all like to sincerely thank you for your generous and truthful information sharing. Normally retailer investors are at great disadvange as compared to big boys and funds. These analysts and fund managers have direct access to company top managements. Now everyone has the info to maka better decision. 17/11/2019 3:27 PM 888next Dear Virgogo All of the founders are ordinary folks . None of our fathers left us big money except a good University degree and education We will try our best. I always smile when some call us King of a thousand Conman as in the Shanghai Bund movie when they lose money on the stock We cannot guarantee anyone will make big money but at least enter and exit on a better informed decision 17/11/2019 4:18 PM  Huat1 Very true. I have a friend who lost money in this stock two years ago and refused to follow me invest in Notion when I recommend to him. Guess the company needs to work harder to gain the confidence of investors. So, far 888next has share good amount of information for us to make a better decision. I like what I see so far and will stay invested for awhile 17/11/2019 4:55 PM  Armada An Quantum Leap Stock In 2019/2020 Posted by virgogo > Nov 17, 2019 3:27 PM | Report Abuse Mr. 888next. We all like to sincerely thank you for your generous and truthful information sharing. Normally retailer investors are at great disadvange as compared to big boys and funds. These analysts and fund managers have direct access to company top managements. Now everyone has the info to maka better decision. ME : virgogo SAID WHAT I'M WANT TO SAY. 17/11/2019 5:00 PM Armada An Quantum Leap Stock In 2019/2020 Notion ir is doing a favor to us in i3 . Thx to Notion IR 888next for such step forward in here and communicate with us in here. All the best to 888next & Notion Group 17/11/2019 5:02 PM 888next Thank you all in your comments and interest The price discovery process towards NTA is under way I think Beyond that the financial performance in the quarters ahead will determine Good fortune. 17/11/2019 5:07 PM Armada An Quantum Leap Stock In 2019/2020 Notion dare to be different But keep things relevant . Amazingly Notion 17/11/2019 5:12 PM virgogo I could smelt some positive news coming from 4th quarter result. Hope I am right and best of luck to everyone. Something like ang pau for forthcoming Chinese new yr 17/11/2019 5:56 PM 888next Fabricated parts: We buy stainless steel sheet and laser cut to roll and bend into cylindrical body. As well as both end caps. The two pipe section s are laser cut from stainless steel pipes and machined and using robotic arm welding connect to the body. Challenge is joining two cylindrical bodies at an angle and the welding bead must be nice and even. Started mass production Oct onwards and ramping up. https://www.dyson.my/for-business/business-overview/dyson-airblade-9kj 18/11/2019 2:25 PM pangolin Wah .... sound like very high tech and niche market, mgnt dare to take te risk and move forward, super well done ! 18/11/2019 3:00 PM smallfishyu The company’s net profit dropped 90.26% to RM1.87 million for the third quarter ended June 30, 2019 from RM19.19 million for the same period last year, due to lower operating income as revenue fell 16.31% to RM56.36 million from RM67.34 million. 18/11/2019 4:50 PM 888next Hi smallfishyu Q3 FY18 there was Other Operating Income of 21 m of which 20 m was a progress insurance claim so you are not comparing like with like. In fact that Q3 a year ago the group performed worse Q3 FY19 is still affected by lower sales and higher cost arising from repositioning of machinery from Factory 3 back to the rebuilt factory The EMS business will only commence in vol in FY2020 ie from Oct onwards Q4 should be ok 18/11/2019 5:38 PM 888next When you buy a stock, you use the qtr s financials as a guide of things to come In essence you are buying into the future prospects of the stock and decide whether the market conditions and management can execute and deliver It's a judgement call 18/11/2019 5:48 PM 888next Auto EBS braking plunger piston business: Main customer is ZF TRW and the Continental Group. Receivables are in Euro s Each master brake cylinder in a car has a pair of secondary and primary plunger pistons. When you depress your brakes, it actuates a lever into the master cylinder and moves the spring loaded plungers. In turn it controls the amount of hydraulic fluid to the 4 wheel brakes . Notion produces 30 m pieces of plunger pistons a year and each car needs two pieces. That means it's fitted into 15 m cars in the world. Last year 83 m cars were produced globally. Every 1 in 6 cars produced in the world will have our components We are also producing for Electric cars The parts go to Mexico, Seattle, Europe, China, Thailand and Japan 18/11/2019 5:57 PM  Investar2862 @888next you are kind to give such good advise to the young and inexperience idividual. NOTION can be a star in 2020... 18/11/2019 5:59 PM 888next EMS some are in the bag some are WIP: https://www.dyson.my/for-business/business-overview/dyson-airblade-wash-dry 18/11/2019 7:00 PM 888next It's impossible to know the human mind esp in investing When the stock was at 80 sen, some swore if the stock is at rm1, they will sell Now that it's closed to rm1, all of a sudden they may change their mind for fear of missing out It's always fear vs greed. Being able to be rational is not easy 18/11/2019 7:40 PM michaelwong 888next , what correlation Dyson products has on notion vtec ? Do you meant notion vtec is currently producing such products and how does it have impacted notion future business market operations ? Mind to enlighten 18/11/2019 8:08 PM 888next Just last week, a PE firm wanted to meet. At that time stock was around 80 sen. They wanted me to consider privatising the co If I wanted to privatise, I won't have done IR to bring awareness of the business Outlook and raise the price, will I? I was right, at RM1 how to privatise?? 18/11/2019 8:10 PM 888next Why am I sharing this? This stock is probably worth a lot more than what you and I can imagine and assume 18/11/2019 8:21 PM Huat1 Thank you very much. I really hope that other companies listed in KLSE do share more and better information about their company for the benefit of investors, like what NOTION is doing 18/11/2019 8:44 PM 888next Notion has a history of up and down. Some were natural disasters and accidents, some were self inflicted I owe it to investors to rediscover back this stock I am already 66 this year and at the tail end of my career Why don't other PLC s do this? It's a very tough job answering investors. You must have good knowledge of your business, the market and be willing to communicate plainly . It's not everybody s cup of tea 18/11/2019 9:10 PM Huat1 It's not too late doing what you're doing... already can see some good results. We appreciate what you're doing. Keep it up. 18/11/2019 9:14 PM Huat1 One good company that provides good information and transparency that I like is HIBISCUS. They share very detailed information about their operations and financial performance too in their quarterly reporting 18/11/2019 9:16 PM 888next Many of you don't know this: we started this journey in Dec 1995 with a couple of used CNCs in a small rented factory and organically grew it. Our initial seed money was RM100k We are always thankful for the blessings through this journey 18/11/2019 9:17 PM setia2u My dear uncle (please accept me greeting you uncle) 888next, there is still a lot more can be done in investing world. When I knew my mentor 20 years ago, he was 60+ too, now he is almost 80 year old, still giving me good investing advice. I have benefited a lot from him all these years. 18/11/2019 9:53 PM setia2u What you have shared with us is so benefiting in our decision making and I can sense that you do it with a sincere heart, unlike one grandpa from Ipoh who always tried to entice we retailers to purchase the stocks he purchased earlier and make us like idiots to help him supporting the counters and eventually losing out!!! 18/11/2019 9:57 PM 888next Hi Setia2u You can stay infatuated with a stock. Never fall in love with a stock. There will be times we disappoint as well as bright times There s always a season under the sun. A time to live and a time to die. A time to invest and a time to divest Know the season and be wise. Each of us have a different risk profile. Know yourself 18/11/2019 10:12 PM  |
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