IBInsider

IBInsider | Joined since 2015-09-22

Investing Experience Advanced
Risk Profile Moderate

Followers

0

Following

0

Blog Posts

0

Threads

108

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
108
Past 30 days
0
Past 7 days
0
Today
0

User Comments
General

2015-09-23 10:48 | Report Abuse

Morning everyone !, just wanted to add to not take valuecaps 20B injection at face value due to several factors; the company's assets are fairly illiquid and only totalled to 3 billion (FY13), was also last used during Tun M's time to prop up perwaja counter as well, so theres a chance that the funds (if any) can be used to prop up crony-linked GLC's to further short term gain.

this 20B injection has to come from somewhere, valuecap owned by 3 gov key funds, Khazanah Nasional Bhd, pension fund manager KWAP and fund manager Permodalan Nasional Bhd. So a scenario where gov uses public funds for the injection and then prop up mkt but fail will mean further 20B hole of public debt. Even if Valuecap issues bonds for the 20B it will increase exposure to Khazanah, KWAP and PNB furthering debt risk of 20B.

Money has to always come from somewhere, just my two cents ! hope everyone here can benefit

General

2015-09-22 15:42 | Report Abuse

connie.. sorry ya i posted cause i was just looking at it, not to buy ! apologies !

General

2015-09-22 15:39 | Report Abuse

just wondering why people still buying when still no qualifying acquisition news also, deadline nearing soon i think, july 16? fishy gua, better to sitback and see first play safe haha

General

2015-09-22 15:35 | Report Abuse

SONA- Warrants , sudden buying interest

General

2015-09-22 15:33 | Report Abuse

connie.. no problem ! not insider la, when i hear something reliable sometime then i will share also

General

2015-09-22 15:29 | Report Abuse

i think your right also region, most of these FM have stronger holding power as well. force collection now, i also acquired earlier, same boat !

General

2015-09-22 15:17 | Report Abuse

also becareful with aemulus, high upside yes, but if you proceed to track all other small cap IPO's , such as dolphin, sedanai, xinhwa, and bioalpha (biohldng), after big run ups they have a substantial selldown, so just be wary

disclaimer: i am also currently invested in Aemulus too, expect it to go far long term.

General

2015-09-22 15:08 | Report Abuse

good afternoon CC house ! have been a long time user of I3 and this thread ! hope to exchange more knowledge with all the sifus here so that we all can grow ! huat ah