Speechless....after seeing their result.

It's time for ramadan sales....

@stockmanmy
You know warran knew he doesn't have the headache to deal with exchange rate, right ?

EG might as well proposed a separate listing either in Thailand or Hong Kong to raise fund, just like what Penta did.

@VenFx
wc premium now is about 15%, ex rcps will became 25%, not sure it is good for wc holder ?
Or, it is better to adjust the wc exercise price rather then given free wc ?

@VenFx
It is not justified the receivable days on 80+ days whereas they have 95% collections within 60 days...ar risk management didn't tell you that...

@Albukhary
1.24 means almost 80+ days of receivable days.
It doesn't make sense if 95% of the collections are within 60 days ?

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100wc get 25wc free... ?
Anyone know ?

kxx has not learned from his Mudajya mistake...

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MD is very ambitious to make N2N the bloomberg of Asia!
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@gylai90
US's airlines are not dealing with myr.

@Yipi
It is better for you not to comment before study their previous quarterly forex gain/loss record.

Why Q4-2016 has 3.4m forex gain whereas Q1-2017 incurred forex loss 1.7m !!??
Where is the logic behind ?

Ya, below the mass expectation... moving forward to Q2...

@Edmund Soo,
I'm hoping that my prediction is correct, around 160m.... but is that enough to stimulate and move it higher ?
What if the result shown only 120m or 130m or even worse below 100m....?
Quite exciting to see how's the price move after the result out...

Can see a lot of people here expecting over 200m of profit.... possible?

Chairman keep selling...

No way! Next week consolidation, until qr , it all depends on how Brent movement would be.

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Thanks VenFx, Thanks Cimbnet.
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VenFx:
Thanks for further comment.
Looks like we have to guess and hope their receivable level could be further strengthened.
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Exactly Cimbnet!
Penta is the reason why I bought into EG as they are the same in semiconductor, but only found later their trade receivable is ballooning and this is something worrying. Nevertheless I see they have managed well with the turnaround plan, hopefully they have commitment to improve their payment collection so don't need to raise rcps...
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VenFx :
Thanks for your long explanation to how EG has taken measure on their financial standpoint.
But still, it is not pleasant as you didn't explane about their ballooning trade receivable. I'm comparing it with Penta and found no increase in their receivable despite a strong growth year after year, whereas EG has to ease their cash flow through R.I. , last two years, and again now.
I'm not in the semiconductor industry and I have no clue as how does the payment terms in this sector...
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VenFx :
I'm quite worrying on their ballooning trade receivable, can you enlighten me ?
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So quiet when the price drop...

Today tin price up crossed again the 20000 mark.

Share price will adjust accordingly after ex date. What's the point of the bonus shares ?

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Fortune Bull :
5 cents eps might be a bit optimistic.
3 to 4+ cents would more likely be.

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John Lu you better off sharpen your knife nicely ;)

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Q1 Estimate :

USD : 4.45
Average Fuel Price : 62

Revenue : 1210
Expenses : (1085)
Associates : 25
Forex Gain : 10
NOP : 160

Any info on Leng successor plan ?

Good write, please take note that Trade Payable is not the same as other payable. Please check their 2016 annual report note 20. I believe it is deposit received from customer/s.

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It is not uncommon should the rcps price higher than the mother share.

Same as Geshen back in 2015...
Mother share was 0.53 and their rcps quoted 0.60

Ttb wannabe...

100 existing shares will entitled 25 rcps, free 25 bonus shares.

It seems like not everyone know what actually the business model run by MSC as a century old company in the history of our commodity world.

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Q3 Prediction
Revenue : 1.8
Expenses + Forex loss : 1.4
EBT : 0.4

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Buy1sell2 @

You are wrong!

Go check again previous quarterly result, if Air Asia has successfully hedged on forex it wouldn't has incurred too much of forex loss.

One of the reason why WB enter into airline business again simply because of low crude oil price and he know very crucial that US airlines buying crude oil with USD and the airlines loan is also in USD.
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Winningpost @

I think not many of us here know the jet fuel price is different than crude oil price.

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3Q Prediction
USD to MYR : 4.05

Revenue : 1,037
Expenses : (890)
Forex Loss : (35)
NP : 112

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greatful @

can you comment on the Decommissioning Cost per barrel for Anasuria cluster ?

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WELL said !
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I was surprised no one here discussed about the North Sea Decommissioning Cost per barrel for Anasuria cluster. A google search has written that it would cost about $18/barrel (not sure it is usd or gbp ). Any comments ?
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klsetitan@

You seems like having some insights with this company. Might to share your advise for long term ? Electric vehicle is a definite disruption and do you think the future of O&G would so be intact with the going forward of DNEX ?
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The huge jump in ping investment is derived by equity method, therefore it is not continuous but one off item.

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Calvin please count yourself how many GE has passed and yet bina puri share price keep going down and down and down..
Please get your brain to examine, I really mean it.
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Let's be fair to every one who has right to write , not only kyy but every one could promote whatever counter they think or deem good or bad, you can't blamed for your losses if you are the one who decided yourself to follow the advise blindly.
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DON'T YOU GUYS THINK IT IS BEST JUST TO KEEP SILENT ?

NOT TO POST ANYMORE COMMENTS !

LET CALVIN WRITE WHATEVER HE WANT, WE JUST KEEP SILENT, NO REPLY !

LET HIM TALK HIMSELF, SYIOK HIMSELF !
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DON'T YOU GUYS THINK IT IS BEST JUST TO KEEP SILENT ?

NOT TO POST ANYMORE COMMENTS !

LET CALVIN WRITE WHATEVER HE WANT, WE JUST KEEP SILENT, NO REPLY !

LET HIM TALK HIMSELF, SYIOK HIMSELF !
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Calvin, seems like you either don't understand english or selectively answer what I worry about with bina puri.

Even with Mrt4,5,6...etc whatever, could bina puri have the ability to increase their profit margin ?

##But, the bottom line is their bottom line, the profit attributed to our share owner is substantially paired down despite the already so thin profit margin they would have for us.##

Please make a comparison with gkent and gadang and bina puri, see what is their profit margin like ?

If you keep mentioned about intrinsic value, why not hard sell TANCO ?

Calvin you got it or not ?
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Calvin, like I said earlier, nothing so excited to shout about, with only 6% effective stakes in this project !

However, I have full confident with bina puri to execute the job successfully. Look at their completed projects over the year I don't see any problem with them to execute it in time.

But, the bottom line is their bottom line, the profit attributed to our share owner is substantially paired down despite the already so thin profit margin they would have for us.

Calvin you got it or not ?
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