The CIMB story gives a huge upside but no new institution or director accumulation in 2014. What is the story? If there is such an udside, why no big boys or directors buying? I just check i3 notices, nothing in 2014

Hi Matrix,

Fantastic contribution. What is your take on AAX? There has been heavy selling the last week and seem recovering but still 40 cents below IPO.

Have you analysed AAX? Any comments?

thanks

I think the key is, they are still focussing on growth with no strong dividend track record which gives you a ROI on holding. To buy and hold, you are dependant on share growth. I have done a few ins and outs between 3.9 and 4.0X. Sill unsure if i wan to get in for the long. If it can break below 3.9 and stay on a short downtrend, may start to accumulate again. As Chong puts it, there is a upper resistance which is strong which i assume are those who entered under the 3.7-3.9 mark and wanting to cash in with decent return.

One thing I often see in i3, many big guys who are followed like sifus always recommend only counters they have already taken positions in. 2 local bloggers who have tried to be open and I consider transparent are felicity and his intelectpoint and Lc cheongsam investment blog. Peggy is good also and also another one with nick name MA, forgot his site. Rest of the guys are just sharking, inclusive of Dali.

I am surprised on your support for the traitors of Sarawak. Having lived and studied there in university, that's an example of a warlord state where no one cares about heritage, environment or people. It's only money and profits. If these ruling means the demise, so be it. Those assohles should been out of business long time. I find it hard to believe 2m jobs are impacted and that too Malaysians impacting. That's a sugarcoat as we all know over 75% of plantation workers are foreigners. So such demise probably is good to stem money outflow. I think Wilmar is doing the right thing.

How dumb and lame ass is this guy?

Thanks Tan.

Tan - Thank you for the info,so on MYR2 market price that's like 4%, seems okay. Gokula.

ps - i have been silently reading i3 for the last 6 months, you and KC has been amazing in sharing.

Thanks Tan, didnt realize i could check on i3 :). This is good. Btw is 8% divident based on total share price at Ex-date ? How is it calculated, assuming i have 10 lots at MYR 1.95, so my total investment is MYR19500. How much divident will i get? 8% of MYR19500?

are they paying dividend? I have been following KFIMA for the last 6 months and good write up on greedydragon blog and now here from KC. But if the stock doesnt move and doesnt pay dividend, isnt it holding up your cash? This may be a stock perhaps i may buy using my EPF share account and keep i there for my kids college perhaps but if you are trading on cash that needs to grow at 10% per annum, why would u stay on this counter unless momentum builds up?

Dear Sklyte,

Thank you for the explanation, it hit the nail on what I needed to know. Seems like a high risk high gain counter. If it is able to head south back to where it was a few days back, may make sence to go in.

Has anyone done any revenue simulations based on a PE 13 to 20 to see what are the fair value of the share price if either venture yield some results?

Goks

Can someone answer this;

What is so great about hibiscus that it's share price today is trading above barakah, perisai, alam and perdana? Is it purely speculative in nature or any facts being the prices we see today? So if they hit oil today on well 2, will they be more worth then the established players ?

Goks

personally i dont see why if the results are positive, will insiders allow the share to drop so much to accumulate. CHances are, insiders have loads of shares so they highe rit goes, better. I think perhaps its more negative then positive news.

why is 0.01 set with money in pocket? If delist, sure you loose your money right?