51sen looooo

Gonna queue 50sen next week c can collect or not

try collect 50sen and sell at 60sen...if QR out sui sui...buy more at 60 sen before selling at 75 sen...
If next year Feb QR sui sui also...Can top up at 75sen wait 90sen.....

I told you right? When u sell at 49.5sen last week, hv to buy at 52.5 sen this week.

saluddddddddd

For a while, i thought I made a mistake topping up 0.455, 0.475, 0.495 and 0.51. =D
Regret not topping up everything one shot at 45.5.

I wonder if I have the urge to top up at 55sen, will I feel more regret for not topping up more at 50sen.

I think the answer is yes. So, take mikekim's advice; buy on temporal dip.

Historically 4th week...

if sell liao next week can't buy back.. Don't blame me. hehehehhee

Eh, you 2, don't compete sohai ya....

got minor retracement one la...give chance people jump on board....non believer can sell....IK Yu and Me, and johnwick....Sell down sell down....

we need people to buy in at 50sen and not sell until 55sen.
And another batch of investor that buy in 55sen and not sell until 60sen.

Hardcore armadien like myself and the rest....can ride on profit....
That includes kchansy too ok?

Next week may have some retracement, buy on dip on Monday/Tuesday. Wait for rocket next thursday and Friday....

This is timing the market...Totally not recommended.

scary powerful...

IK, I hope u don't sell bro. Someone is pushing it up big time...

525, someone sapu big lot again....Scarryyyyy

Good for you.

When alam goes down. It's goes down down...There is no Claire catalyst etc.

The COGS is always that high and margin is always that bad. U can check all the way back to 2013. Highest revenue was RM180mil, COGS was RM159, Operating Profit was RM8.9mil.

What puts Alam profitable was Share of results of associates and Share of results of jointly controlled entities. Happens to know who and what are they?

@Panda, people go buy toto. You should buy toto also?

I support Armada, but I don't support u do stupid things...

Ppl quiet liao. Time for u to shut up also.

eh...shut up la you....people quiet already, u pok pek pok pek for what?

When all the rumours have become news, armada will be priced 90sen.

Tut tut made a lot of money that round.

I hv alot hibiscus too. Fundamentally strong with good margin. Maybe I entered abit too early, will load up later when volume comes in. I think because it's boring. Everyone think the market already know it's good. Nothing special anymore.

Just like all the REIT. It's good and cheap. But majority of the market not interested is stuff that's already good. They are not here to make money. They are here to buy hope and get all excited when they are right. Exactly, the same reason why people buy lottery.

If it's an investment; then it has to answer few question. Is it making money? Is it gonna make more money? How is it that it's gonna make more money. What are the key metrics that indicates performance improvement. If solely because it's cheap; then you have to decide if it's cheap enough for value to emerge.

For Mahsing, see the average dividend yield, cash in hand, and the land bank worth and where they are located. Although, revenue dropping consistently past few quarters; the market price dropped low enough for value to emerge. Bear in mind; Mahsing asset class and Alam's asset class is very different. Mahsing land appreciates; Alam's ships depreciate. Alam's ship is purchased with debts. And if it's idling; means every vessel they have is bleeding cash. And if it's not idling; what is the margin. Enough to service debts? All that in Cash Flow statement. And I can go on and on about it...so, I step aside. Maybe if you see something I don't, I would love to hear about it.

How? What will change and On what catalyst?

There are many very cheap counters in the market. But if it has not sign it knows how to make money; -ve EPS is still ok if core operating profit must be there with sign of improvement. But core operating profit that swings around; I'm not that keen. Yorkyork is asking good question if Alam has real ship with real orderbook. And if there is; what the margin at the moment and any sign they gonna improve the margin. So what if Petronas award them RM1bil contract and they lose 10sen every dollar in the contract. Better don't get contact.

What i'm interested now; mahsing...6% dividend yield at all time low. All the REIT (Amfirst DY8.25%, UOA 7,5%, KIP 8%). All know how to make money; all pays dividend. All at it's all time low. If know how to make money can get lower; i can't imagine how much lower those that dunno how to make money.

I rather keep cash than to buy anything that lose money. I could be wrong about Alam.
I do hope u will get a windfall at Alam. It's just I don't see how yet other than "hoping" things gets better.

75sen by next year Feb, 2H is better than 1H...

Price should go back above Kraken blunder when it was 75sen and further up if woodside compensation above 90sen.

That's based on price history in the past.

stay at Armada....core operating cash of Alam is dismal...

10.42am....someone jiak 7.5mil shares at 51sen just like that...

breakout 50c with strong support; all the way to 54sen.

Those that not sure about Armada 3 QR, you can either choose to buy at 5sen discount now or 10sen premium later after QR

That’s impossible, 12B market cap.

Unless armada found a way to make 1B revenue per quarter and 125mil profit a quarter.

My point is buy cheaper LATER.

therainmaker ,

If really got orderbook/contract that allows ARBB to make 20mil profit a quarter, 80mil a year; then u say RM1.50 is possible. Maybe it will gap up 60-70sen which is still cheap. When u make a decision; you make based on what is and what is not. If u just wanna imagine; then why choose this 1 counter out of 1000 counter in BSKL to dream of le?

I also can say if Dato squandered the RM294mil. Then, what's ARBB worth? NOTHING.

The point is...see when Dato sign contract. No contract no buy. Simple as that.

Post removed.Why?

Klse i3 admin should block by IP instead of username.
If they don't know how to do that; pay abit money to lowyat.net admin and learn from them.

Their block user system very good. Have to change device to register new account.

I'm pretty sure monkey here is too poor to afford to do that. And those who can afford wouldn't behave like that.

Christineberry, u r right...14mil instead of 140 mil....my bad...

Total conversion with give ARBB RM294mil with 1.4B shares at 21sen.

Dunno how u feel about RM450mil market cap with RM10mil profit a quarter, 40mil profit a year,
That's about 10-11X PE. Sitting on 294Mil cash pile. That's pretty cheap. Should fair at 14-15X.

Panda, what price u will let it run till?

Post removed.Why?

Where is the exact statement on that conversion closing? I do not believe there is a closing date for that.

And the exact figure of subscription is 1,429,705,325 ICPS, oversubscribed by 41%.

If there is such thing as closing date, I hope it's alot later.
Else, the price is gonna tank ALOTTTT faster. Bcos, the owner of 1.2Billion share didn't subscribe to have his money burned. They will convert. And probably will quickly convert and sell it off at any price as long it's still above 20sens.

This conversion and selling will only stop when price dropped to 20sen. Only then, there is no reason to foot that 20sen to convert.

Btw, currently, PA is selling at 11sen. That's a whopping 1000% return. If they can sell PA; they will sell that first. But they won't tank the price too quick. Release bit by bit.

Subscribers pays 1sen to the company amounting 140mil. If the whole of the ICPS is taken up by the market; at 10sen, market will pay 1.4Bil to the subscribers. The questions is why market wants to foot that 1.4Bil buying at 1000% premium? And if the whole of 1.4Bil converted, the company raise additional RM280mil. When everything is converted, and for the price to maintain, the market cap would be RM420-450mil market cap.

RM400-450mil market cap; we should be looking at something like RM50mil revenue and RM10mil profit.

Sooo, very likely, price will drop price if ARBB miss the expectation. Bcos current revenue and profit is not worth RM420mil - Rm450mil market cap. Arguably; out of RM450mil; they have RM294mil cash which kinda attractive if Dato's didn't squirrel and squander it off.

On the flip side, if the whole of RM294mil is well invested and generates revenue for 60mil and 15mil profit; I will fair ARBB at 55-60sen. Entry of 33sen might seem great. However, the real opportunity lies at buying PA. Only risk 12sen instead of 33sen. And the REAAAALLLLLL opportunity was last year Dec subscribing PA. 1sen and sell 11sen. But that's not for everyone.

Now learn what's the opportunity. Don't simply punt.
Read....read and readdddddd. Find out what it actually means.
In the market; the opportunity lies in the devils in details.

And if Maybank made a better assessment on Armada, they would already made (TP20 vs Current 49sen), whopping 225% return. Instead, they choose to punt for Yinson hoping for 43% return that yet to materialize.

RM9.45 seems quite a long way. Market cap growth from 7.264B to 10.38B on the of 400mil a quarter revenue and 40-50mil profit. I wonder who wrote that shit. For Armada, 2B market cap growth will translate into 80sen, a 70% growth from current price. RM600-700mil Revenue with 60-80mil profit.

Relatively, they do appear like an idiot. =D

http://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=756083&bb=770333

That was in June.

"Many challenges to address ahead. It needs to optimize its cost structure,
downsize headcount, lift asset utilization and monetize some of its floating
assets. "

By Oct,

1) Optimized Cost - Check
2) Downside headcount - Check (Fired 5 tech leads, improve efficiency by 34%)
3) Lift asset utilization - Check (increase OSV utilization)
4) Monetize floating assets - Check (sold Perdana)

I don't know what you guys; I quite like this CEO.

I think it's about time he pull the impairment reversal within this 2 quarters. Turn his 35mil shares from 22sen to 80sen and make himself a handsome RM20mil dollar bonus all in less than 2 years. This is what you get when the CEO has some meat in the game.

Today no show...

EPF buy and sell creates new support.

Only IB have power to push the price up to new support. Next stop. 55sen before blowing pass 60sen.

i regret didn't sell on QR announcement. Thought will have action; waited for another 2 days before selling all. Avg price 0.349 sold everything at 0.36 instead of 0.38. That's a whopping 8k difference.

Well, the PA dilution too strong, market isn't having such appetite.

Buy later if higher price nvm, at I know everything is settled in. And if still MOU MOU MOU, then no need la.

Post removed.Why?

I know right Ncm88...

I have been using my same account for past 3 years. This monkeys came out of nowhere makes funny accusation here and there.

Apa yg sy buat tak tau sebenarnya? I tak pernah pon komen pasal u org.

u masuk 39sen; jatuh 33sen tiada kena mengena dgn sy le. Tunggu PA habis convert dulu baru beli. Tak payah tergesa-gesa. Nak jual dulu boleh. Tunggu rendah ckit.

Numbers of shares bertambah hari-hari. Mau rebound susah.

spesis beruk baru.

jaguhbandar, gagahperkasa, muslimfirst, baharunsham

Apahal dgn korang ini, kenapa buka account baru untuk menyalak dlm ARBB?

kenapa korang ini marah2? Tolong update ckit. Thanks.

apa hal dengan u org ini? Update sy ckit.

Post removed.Why?

Prospect ARBB kurang jelas. Mmg die MAU invest dlm IOT and solar; and etc. Most of them dlm MOU. klu ade, ade la. Takde, takde la. Itu tak penting. Yang penting, kita assess prospect die pada orderbook sedia dlm 18 bulan. 7-10mil profit. EPS3-4 sen skrg. Selepas 800mil share itu di convert; akan dilute jadi EPS 0.75-1sen. Kata setahun EPS4, PE 10 adalah 40sen.

PE10 quite undervalue. Tp, EPS3 jatuh jadi EPS1, market mungkin tak suka. Lebih elok, tunggu habis tukar baru beli balik. Beli skrg, nnt nak jual, kena compete dgn yg convert dan jual. Setiap kali naik ckit; ramai akan convert jual. Seller lebih banyak dr buyer selalu. Harga susah naik.

Yg akan tipu you, Dato cina tu la. U tau tak ape ironi skrg? org cina cuba selamatkan org u dr org cina yg jahat.

Orang steady. Tak pernah perlu tukar nama.

Ada berani beli dan pegang biarpun naik atau turun.

But don't buy in low to sell high with FAKE NEWS. I wanna see what u got.