Going in FY2022, the company has announced the burgeoning CAPEX of RM220+ millions for a new Halal Insulin Plant. Coupled with the dwindling vaccine actions and investors sentiments, where would the trading price settle? Pre-pandemic was at RM1.55 and shot to 7.25. Since BI (would call it share split) ex-bonus was 1.05, and with 5,000 shares instead of 1,000.

Company has arranged and approved a bank bridging loan of RM360 millions and could this financing interest be eating into future earnings?

Would there be more fund raising via banks or WD for liquidity and new Plant?

Past half year has seen its price dropped to RM3.20 (ex bonus computation 0.64 sens). Would we be getting there again? Or at a trading range of 0.66 to 0.73?

Aiyoyoh, Godofgambler dared to call KNM "will rocket soon by next year" again. She was bashed like in an UFC fight by several people and quickly left the scene. When will she ever learn? Has a kind heart but mis-place at all the wrong places. Taking in dead stray dogs and cats, even some decomposed carcasses. Someone need to tell her that no more such thing as a "dead cat bounce".

Her English is so bad that she thinks "back door" means "bad door"

She has her mouth stitched up for fear of more ridiculous callings of TP and rocket up Pharma, LU tomorrow.....and has taken to using a pair of scissors and glue. She cuts and pastes News releases and just keeping her mouth sewn up.

It's pretty clear by now that Godofgambler did not receive much education nor capable to understand financial statements. Hell, she doesn't even know how Share Valuation works, no idea whatsoever of company businesses and corporate planning.

She can call a TP of RM3.80 when KNM was at 25 sens?...now at only 14 sens.

She can call LU, TP 2.00, rocket up Pharma when the ex bonus (split) dropped below 90 sens? Now at 76 sens.

She's now calling at Sapura, been there since 17 sens and now dropped to 5 sens. She must be thinking, there's no more downside and only way is to go up from here. Little does she knows what's about to happen.....

Clearly, she just calls for fun and without fundamentals for convictions. Also, it might have been the effects from a full moon and wolves just cannot help howling in the wind.

Forgotten to add...70% of the food delivered by Foodpandai from backdoor...hehehe....that's why can make it for lunch..

Promised food at breakfast table....

FnF only ready by dinner....

Kids are starved and infected to death...

Gomen paid extra to by directly...

Food read by lunch, earlier than dinner....good job? They want to buy, not our fault....

Now that China has pledged another 1 +2 million SeeNoVac doses DONATIONS, are these labelled "Donated to the People of Malaysia" or with price tag?

Godofgambler has thicker skin than fat mama hippo. Now gone back to Sapura to make buy call, big jump..??? She got whacked and smacked right across the face from the people there..hehehe

KNM also dropped to 14 sen and big debt payment tomorrow...how? Still TP at last call at 44 sens?

Now no more noise here at this forum?

Wonder how and what IBs and Funds would look and treat the Capex for 2022 would be like. To splash over RM220 million on another new plant and line when loans and bridging is needed for procurement? Also, what kind of dent on F2022 profits to shareholders? Obliviously, there would be some thin Operating profits, but down this road?

We must have mistaken the credits and the merits and "earlier deliveries of vaccines" by FnF GLC. The report was that out of 12.4 million doses, from April to Aug, only 4 million was done FnF. 8.4 million was RUSHED at fully packed from China? Is this statement true? If so, the job was done earlier that the anticipated by 4 months before due?

We must have blinked and still cannot come up where the job was a victory. It's so confusing when people tends to twirl and twists....

Can anyone report the number of deaths from Omicron virus? Last we read was zero death....

Post removed.Why?

It's pathetic, simply pitiful. They have run out of ideas as supplying vaccines to South Africa and whole of Asia is improbable from their 4 millions FnF alone???? No more play theme?

Trevor was right to and vindicated as they fouled up their FnF and supply deadline, prompted MOH buying directly fully packed vaccines from China. That was months ago and they covered up their dirty linens.

And now they want another "story" on Halal Insulin? Their earlier scheme was back in 2017 and blamed the stalling from Covid which struck Malaysia in Feb 2020 as the cause for delay? How much can a school boy blame the bus was the cause for being late to school?

Go do some homework on Dpharma as the 1st Pharmaceutical company in Malaysia being granted the Injectable Drug Licensing and you will know that they are already manufacturing Insulin with the help from the world biggest pharma from India. Dpharma has been delivering Insulin the past 2,000 years in Malaysia....make that 3,000 years.

Aussies may actually want Omicron, embracing a better Covid to out-do Delta and maybe a natural booster for the vaccinated..........

https://www.dailymail.co.uk/news/article-10251991/Omicron-Covid-19-Australia-Nick-Coatsworth-says-nation-WANT-variant-spread.html

Hahaha....more bad News of Covid is superb news to goreng pisang woman..?? She'll sell her own mother for half a maggie mee...hehehehe

Looks like Godofgambler is lost for words. No new BF this week?...don't know which one to chose? Or don't have anyone anymore...hehehehe

Told you to RUN...run...Godofgambler knows nothing except shouting LU....Why do you want to hold her baby and let her have all the fun?....hehehehe

Your KNM TP RM3.80, then 2.00 and 1.00, lastly 0.44 sens, also like fairy tales.....now only 0.16 sens....laugh die me....Better not invest anymore. Goreng pisang business only making RM50.00 for 3 months.

Run...run.....run....before it becomes flaccid again...

Now you want to sleep with Pharma and see if it still have any response and not already dead? Maybe its heart is still beating but it might not have any interest in such a used woman? No appeal lah....

Oh good God!, you claimed to be pure and innocent? We heard you need to have a new boyfriend every week, so how can you be pure? Need to have a medical examination to determine if you're still a virgin.

As for innocent, there's now a whole kampung looking for you. Pakcik and makcik want to hang from trees and jump in rivers......so you're innocent with all your LU, TP 2.00 and rockets (up your azz)???

Wow!...Godofgambler, we hear you, we feel you.

You've been waiting for nearly 9 months for this small spike to open you mouth again and swear at us....Do you think it could move back above $1.00???....NO?

Your post of the Sinovac reveals many overseas citizens were also disappointed, please see their "Conversations" :

"Sinovac, good luck with that vaccine development. With the addtional mutations, it will be very difficult to create a supplemental vaccine. Better to buy the mRNA vaccine when available."

"Sinovac has the same efficiency for every variant, close to 0%, it's the most universal vaccine."

Early Christmas presents to all delivered by Omicron, crashing markets and oil prices....


https://www.straitstimes.com/world/suspected-omicron-covid-19-cases-mild-leading-south-africa-doctor

Hahahaha....did you compare the EPS and NP to shareholders? What is the NOSH of DKSH....158 million? What is NOSH of Pharma....1,309 million? Isn't that 10x????

And what about their Balance Sheets? Gearing Ratios?

Did you also know the business module of DKSH? What is their line of business? Do they hold inventories with payments?

Most businesses with razor fine margin on Sale of goods cannot withstand or afford to lose even 1 shipment, or else they need 42.55 future shipments just to cover their cost lost on 1 load, at this margin...(2.35 x 42.55 = 99.9925)

Of course, Godofgambler cannot do the maths. She's looking at probably cause, not considering VALUE derived from good Income......poor woman....3 months under hot sun and heavy rain, just to make $50....kesian...

What do you think? IBs and big funds will be attracted or shunning this one?

And now taking on more Loans?

@21,...probably you've missed our earlier posts? Revenue in past QR over 2 Billion and PBT at 4.6%, NP at 2.35%......that's how fine.

Go try previous QR and see the margins to re-confirm...heheheheh

So, it's a hero to have approval for 360M loan?

With super fine profit margins on Vaccines, yet there would be more bank interest to consider? Is this viable business module? Borrowing for trade churning less than 2.6%..?? And on top of that, the heavy gearing for high volume turnover to earn peanuts won't be placing on higher trading risks?

How much margin would be left after bank interest?

2 cases showed up in UK, and their PM has ordered border closures to certain countries, wear masks, social distancing and most importantly Booster. It's clear that Booster is required to increase efficacy, regardless of ones' immunity. USA is also closing borders to numerous countries, subject to more details on Omi.

Omi may be 10x more contagious than Delta, but the underlining advantage of vaccination (with good efficacy) would most likely stave off sever illness, even death.

Stay safe, and be well.....even stay home is better.

Cheers!

As for this Omicron Covid variant......presumably more infectious/contagious but how deadly/lethal is yet unknown. Basically more predominant in South African, with only 30% of population vaccinated. (Incidentally, those infect with Omi were not vaccinated)

The variant has a high number of mutations, about 50 overall, with more than 30 of the mutations were found in the spike protein -- the structure the virus uses to get into the cells they attack. Further to the receptor binding domain (that's the part of the virus that makes first contact with our body's cells), it has 10 mutations compared to just two for the Delta variant.

Remembering the initial Alpha variant that started the pandemic, then Beta, which was said to be more infectious, and went out like air from a balloon? Then Gamma and and now Delta, there are already thousands of variants but why wasn't things getting worse and yet more countries on Recovery mode? Right now, they need at least 2-3 weeks to evaluate how deadly is Omi but the Big Pharma are already on alert to manufacture an alternate vaccine within weeks should the need arises.

Better chosen words would be, to "stay vigilant, start acting and contain" as most countries are already executing SOPs ahead of WHO instructions. Malaysian mentality is to pray to God and just wait to follow the majority........so sad.

@miqie21,...thanks for the News update. Good piece.

Also note those words from CDC, Dr Fauci. Most are calming fear and not to panic, as more Data and testing within 2 weeks would reveal.

Sadly, a medical professional spoke to Press about "Preparing for the worst", as if your relative is in ICU and you need to prepare for the patient's final rites....hahahaha. The disparity of knowledge and mindset is obviously out of this world. Malaysia-ku is heading backwards instead of moving with the rest of civilization.

Godofgambler works hard for the money, she works hard for the money....every day under hot sun and heavy rain, selling goreng pisang.

After 3 months (QR), she happily counted her cash and found to have collected over RM2,130......and after deducting all cost, rent and raw materials....she was seen clutching and clenching her fist with only RM50........and tears rolling down her cheeks....

Can also please explain how Pharma's NOSH is only 38% higher and with Revenue of over 2 Billion, but price is only half of Dpharma....hehehehehehehehehehehehehehehehehehehe

Guess, it must be the profit margins.

Efficacy drops to only 28% after 3-5 months. How do you expect to be keep going back for jabs every 3 months...LOL


https://www.theedgemarkets.com/article/sinovac-vaccine-efficacy-drops-28-three-five-months-%E2%80%94-report

https://www.nst.com.my/news/nation/2021/11/747032/get-your-booster-shot-khairy-tells-sinovac-recipients


"Based on the data of Epidemiology Week 35 to 45, those who were administered with Sinovac topped the list of admission into Sungai Buloh Hospital."

On Week 35, 48 people in Category 4 and 5, who had completed their Sinovac vaccination, were admitted into the hospital. Only 15 people administered with Pfizer, and two (administered with AstraZeneca) were admitted to the hospital.

Week 36, 86 people (with Sinovac) 5 (with Pfizer) and 7(with AZ).

Week 37, 58 people (with Sinovac) 11 (with Pfizer) and 1 (with AZ).

Week 38, 62 people (with Sinovac) 12 (with Pfizer) and 12 (with AZ).

Week 39, 65 people (with Sinovac) 10 (with Pfizer) and 5 (with AZ).

Week 40, 81 people (with Sinovac) 12 (with Pfizer) and 5 (with AZ).

Week 41, 125 people (with Sinovac) 18 (with Pfizer) and 7 (with AZ).

Week 42, 90 people (with Sinovac) 22 (with Pfizer) and 7 (with AZ).

Week 43, 155 people (with Sinovac) 23 (with Pfizer) and 6 (with AZ).

Week 44, 120 people (with Sinovac) 23 (with Pfizer) and 7 (with AZ).

Week 45, 165 people (with Sinovac) 24 (with Pfizer) and 7 (with AZ).

This Godofgambler is actually a simpleton, single celled ameoba. The kind that started life on Earth 2 Billion years ago. They are parasites, no definite shapes and living on almost nothing.

Just throw her a few concerning questions and she'll crawl back to the dark place where she came from. She has no education and can only shout for the joy of yelling TP and rocket up......all for nothing but a cause of clearing her lungs.

Can share how much is profits from sales of $5.00 goreng pisang? Can make $3.00 or not?

Revenue over 2 Billion, sounds a lot but left with NP of only 50 million. It's like doing some deals for over $2,000 but only earn $50 ? Operating cost so high meh? Or earning only postage stamps courier? Can cover bank gearing cost? Of course, Tax is as per normal proceeds.

What happens when no more millions of vaccines to deal? Can still cover Operating Cost? Maybe can, but very fine NP.

Think hot goreng pisang would do better sales, don't you think so?

Goreng pisang low cost and no bank loans required. Medicine has shelf life and heavy on cost with razor thin profits...hhmmm

Post removed.Why?

Completely agree with fast and good services.........but the choice to pay for..er....that one?



Posted by Godofgambler > Nov 19, 2021 4:55 PM | Report Abuse

Pay better for sinovac..
Fast and good service at privare hospitals.

Sometimes, driving a big expensive car around town doesn't always mean you're a rich tycoon making big bucks. It could also mean you're a lowly paid Driver only.....

The sword has a double edge.....to defend your life or to take your own.

No wonder MOH started to switch to Pfizer few months back. Maybe they already have the data, or started to believe what happened in Thai and Indon...? Efficacy doesn't last and dropping by 50% every month....tsk...tsk...3 months and it's all over again.

Aiyoyoh, KJ already release data and figures mah. Still many want to self buy? Can still sell like your goreng pisang meh?

The 200,000 doses is on consignments? Goods can still return to Seller or not?

KJ calls for Booster as data reveals the figures.....

https://www.freemalaysiatoday.com/category/nation/2021/11/20/after-severe-covid-19-cases-among-sinovac-recipients-kj-calls-for-booster-jabs/

Selected in Bahasa so Godofgambler and the orang kampung can understand better....

Highest rate of Patients from Categories 4 & 5 are vaccinated with Sinovac......(Data doesn't lie)


https://www.msn.com/en-my/news/berita/penerima-sinovac-paling-tinggi-pesakit-kategori-4-5/ar-AAQVAFg?li=BBr8Hnu

Hehehe...even Pharma cannot do our konkek business. We strongly recommend Durex or other rubber protective from other companies, not distributed by Pharma.