Dayang has been generating fantastic positive FCF since then till now consistently....how about Sapnrg sifu..Banks generating the FCF for them?

Posted by stockraider > Jul 20, 2019 2:06 PM | Report Abuse

At that time SAPNRG is worth rm 4.80 but today only rm 0.30 mah...!!

last time in 2013 they sold at RM 5.60 (84M sale value of 15M shares)...at a premium of 4.43...when its NTA was 1.17 at 30th Sept 2013.

with current prospect and similar NTA...you discount 50% also seems very attractive.

https://www.thestar.com.my/business/business-news/2014/01/14/naim-sells-dayang-shares/

PETALING JAYA: Naim Holdings Bhd has announced that it has sold 15 million shares in Dayang Enterprise Holdings Bhd in the open market, raising RM84mil for the company.

In a statement to Bursa Malaysia yesterday, it said: “The disposal enables Naim to realise some of its investment in Dayang at an attractive return. The proceeds represent a premium of RM4.43 per share

Only just in Jan 2019 Tycoon raised stakes in Naim.

The below probably explains why Naim disposed stakes in Dayang now.

https://www.thestar.com.my/business/business-news/2019/01/29/sarawak-tycoon-raises-stake-in-naim-to-252/

“It was merely an exercise to raise funds to strengthen the company’s position to undertake future projects, particularly those that could be happening in Sarawak,” one analyst with a local brokerage said.

“We don’t see any likelihood of Naim being taken private, despite the fact that the company’s shares are not trading at historical lows ... otherwise the major shareholders would not have applied for exemption to a mandatory general offer,” he added.



“The company’s prospects are expected to improve in tandem with the state’s infrastructure spending,” the analyst with a local bank said. “By strengthening its financial position, the company will be on a better footing to win projects.”

It was reported last October that the Sarawak government would splurge a record RM11bil on infrastructure in the next two years, ahead of the state polls that must be held by mid-2021.

last time in 2013 they sold at 4.43

https://www.thestar.com.my/business/business-news/2014/01/14/naim-sells-dayang-shares/

PETALING JAYA: Naim Holdings Bhd has announced that it has sold 15 million shares in Dayang Enterprise Holdings Bhd in the open market, raising RM84mil for the company.

In a statement to Bursa Malaysia yesterday, it said: “The disposal enables Naim to realise some of its investment in Dayang at an attractive return. The proceeds represent a premium of RM4.43 per share

pjseow, are we able to know at what price Naim sold its stakes to Datuk Amar? Guess it will only be known during financial reporting

he is from region (east malaysia) where the potential revenues are expected to surface...surely he knows what he is doing better than us...with that amount of money

seller could sell eyeing an even better return elsewhere...or for personal consumption reasons (i.e not investment).

but, the fact remains the buyer knows that he will be getting a good return albeit may not be as good as the seller's return

Posted by ShareRich > Jul 19, 2019 10:06 PM | Report Abuse

This is from the buyer's point of view, don't forget how the sellers think. Will sellers sell if they think that the price will rise?

LOL! im truly laughing out loud Fortune!!

Posted by Negan > Jul 19, 2019 9:48 PM | Report Abuse

It would be sad day if Phillips and Qqq3 personal intimate video expose by SsLee!

personal sandakan video...lol!

from now on i sapot Insas...Insas go go go!

TP rm 2.00 end of this year

aiyo...not good to receive a bad comment from sifu sslee...he rarely criticize people ...sifu philip must have really done something bad...sad :(

you lose 5 cents liao...thats RM 500,000 if you buy just 100 lots now

dont!

Posted by John Lu > Jul 19, 2019 9:28 PM | Report Abuse

Zeti will push this htpadu towards 80..but i will sell around 75

normally htpadu is one day show...lets see monday can sustain or not

aiya john..i bought 100 lot at 1.06 long back..sold at 1.17 today..all because of icon sifu...uma should query him...lol!

Peter Lynch, “Insiders might sell their shares for any number of reasons, but they buy them for only one:

they think the price will rise."

after inked may be price collapse...sell on news..lol!

clap clap!

Post removed.Why?

we have to act like 'greatest idiot' at times lor...kiki

Genetically engineer the plant itself if required to produce much more suitable oil for energy conversion...

Malaysia is gifted with such a high land acreage per capita..

fxxking make use of your competitive advantage

why compete in things you do not have an edge? AI? wouldnt U.S/China/Singapore have way more talents to research on that?? come one malaysia

i really hope you can do it

all you need is to find a cheap way to breakdown hydrocarbon (palmoil) and convert into energy in the most simplest way..

isnt there better things Malaysia can do?

cant they research more how to make direct electricity from palm oil?

electricity would be blood of the future...everything is about electrons moving....

sometimes i feel malaysian leaders are clowns

Post removed.Why?

what happen here?

sarcasm? im not sure what you are trying to convey...

Posted by Ricky Yeo > Jul 18, 2019 2:34 PM | Report Abuse

Impressive, upping utilisation without more capital investment. Like saying instead of turning on a machine for 3 hours to produce 3 hours worth of product, just turn it on for 12 hours then ROC goes up.

nia ma...trading at gap up price of Tuesday after the news came saying its just a matter of time..tiu!

walao...ROC itself is going to grow lor!! There were so many unutilized (more than 60%) vessels which is about to be utilized full swing lor......

without any new capital investment, growth will be phenomenal ma...

Posted by Ricky Yeo > Jul 18, 2019 1:51 PM | Report Abuse

There is a bit of irony when trying to promote Dayang as high cash flow and high growth stock. Everyone knows to produce high growth you need capital investment, which means cash flow is going to suffer. High cash flow and high growth is possible if the stock's return on capital is say something like 30-50%. What is Dayang's ROC since 2007-2018? About 6.5%

slow death..till earnings report

Posted by fightingdragons > Jul 18, 2019 1:27 PM | Report Abuse

Will it still bleed tmrw?

i dont know much about Insas investing philosophy...but i know the best time to sell is when maximum attention is given to this stock...this precious opportunity knocks once in a blue moon

superinvestor appeared

https://klse.i3investor.com/blogs/koonyewyinblog/215747.jsp

why not we all wait for the earnings report next month before buying..

what is the hurry? do we really need to use margin account?

Is the sellers(obviously big players) that dumb?


Posted by probability > May 30, 2019 1:19 PM | Report Abuse X

hi guys...just want to give my 2 cents..

i did say that there is a reason that the earnings will be bad when i exited above 9 earlier even before the fire breakout..

the earnings reported did reaffirm my opinion

and, now it makes me even more convinced that it will take a long time before it can report reasonable earnings...

very sad day

i also..

IWCITY will be taken over by Ekovest at 1.50....

LKH will never give up this dream

LKH has such a diehard attitude....for sure he will never give up his dream of making IWCITY taken over by Ekovest at 1.50

last time there was leno cat who keep screaming CANTEEEEEEEK!!...just like the mad Khatulistiwa in Lionind forum....

but price never move anywhere

hope sslee and raider wont get infected with the same 'paralyzing virus'...causing one to become a broken record

with 5G technology combined with GPS and self driving car.......

- time spent on road due to traffic will be significantly reduced, and
- the drivers will have all the time for their smartphone/cyber world while on the road

appears like something no longer discretionary..but a necessity soon

if we can cover 10% of the area (assuming dry like what you say) its already good enough to cater durian demand and raise palm oil price

walao....too much stories from sifu philip...my processor cannot process

i am looking forward for another yinson discovery from him

advance thanks

then set up more durian cendol stalls lor...make a franchise and market overseas lor!

we can then convert all palm plantation to durian orchard

one can understand the views i had expressed above if you view the arguments in a closed loop economy (a single country where there is no export or import involved) where business exist interdependently within this economy to cater the needs of its citizens.

(you need not confuse by bringing cheap labor or competent workforce from foreign country into the equation)

within a closed loop economy, composite work done by all worforce = composite consumption of all workforce

competitive advantage of a worker (competence) would only make him deserve a salary relatively higher than less competent workers within the same country

the competent work force would enjoy consumption at the magnitude he earns..and thus deserving luxury items ( a bigger house , better car, better brand shoes, clothes and watches relatively)

this relative differential in competence would have at most extreme case be in the ratio of 40% very competent and 60% less competent..

it could never ever stretch to the observed 5% rich and 95% poor workforce to an extent that this 95% poor is unable to afford even the BASIC CONSUMPTION needs (an average house , an average car, education, children etc).....

despite these younger generation are inheriting cumulative workdone by their predecessor citizens

such an extreme stretch of maldistribution (unevenness) in consumption capability (consumption power) within the same country can only be done...caused by:

the bullying capitalist
........................

ha ha..true true! women are always more powerful

simply because as much as their pay is raised by the business they work for..their consumption cost is raised even higher..so that the business will make more money (from the net difference)....

this tension of stretch is inevitable..in a capitalist economy...but the tension can be relaxed if the capitalist cares...and if the worker demand a better pay..an lesser cost of living..

its a purely a mindset thing that can be cultivated ...if the workers act in unison

the subject we are discussing here (as far as i am concern) its none specific to malaysia or the inequality between races wealth distribution based on their hardwork or competence...

its about the general issue of the 99% poor everywhere..in the world

all their fucking hardwork right from the age of 5 till 26 and till they retire is siphoned by the capitalist (1%)...

their earnings will never catch up with the cost of living which their strive for all their life.....cost of living is a moving target ...and illusion..lured by the capitalist...which they will never attain...

they will never attain financial freedom they imagined they will

business make money B based on the populations basic consumption (cost of living)...

if you dont give them pay A...at the same magnitude level....you as business owner (capitalist) are basically siphoning their hardwork to your own benefit..

raider...we are not talking about donation here...i have no objections for workers to raise their competence level...

i am talking about giving 'pay' (A) fair to the 'cost of living' (B)...

remember B is actually where the business make their money...and its from business is where the A is formed...

A and B magnitude must be balanced...you cannot raise B and squeeze on A...

thats pure enslavery
....................

think about the maths above deeply...

i know the economics of money flow deeper than you can think

Cant believe Najib is still around....

very easy for him to comeback to power , just divorce rosmah and get a new wife

hope someone can text him this msg! seriously.

Humans have to learn from honey bees...the Queen (capitalist) and worker bees (wage earners)...lives together in a ~ fair society...they share their harvested honey together...independent to who brought more honey...they take care of their eggs, larva and pupa together...they know in which portions to share royal jelly with the queen..

obviously the queen bees knows to appreciate its worker bees..

they seem to know 'the balance'...

unlike human capitalists...that greedy ones ma....if they can get away with enslaving others ...they will....they dont mind squeezing the workers till their last drop of blood for their return on equity ma...

lol!

the capitalist like raider want you sochais to work hard for him ma...lol!