Nvm, I will look for them in QR. Asking question like these don't usually come cheap.

Then, what's ur ballpark growth estimates?

Y.O.Y 6.8mil growth to 11.8mil, I wonder what's behind the growth.
Any chance you would know what's the percentage growth from core operation excluding forex gain and investment.

CYF, any data on WD Helio Drive sales projection and what type of growth?

If we can isolate DUFU earnings, then we can project DUFU's earning growth and do DCF to determine if it's a good time to sell if the market actually over values it.

If got, I dare u to upload in google drive n post the link here.

Like he has anything to sell...=p

This one confirm collect from uneducated retailers and no need fight with sharks as they preparing for TGIF.

Comebacks next week! Good week guys...hv a nice weekend.

Syukur alhamdulilah, manage to collect 5c below closing. TQ whateverhermes.

Its OK CYF, I’m already more excited for next QR.

TP should be 0.9 before QR announcement. At least above price after bonus issue of 0.81sen.

CYF, spoil my plan. I hv been queuing 5c below closing to collect. No chance to collect. Now spoon feed People like that; who is gonna sell to me?

Got someone sapuing...
Nvm, bullet Save for Lion Ind tmr...

Hv u subtracted the finance cost? Gross profit is like how U counted. After deducting finance cost is different story.

What people don’t like is debts. Ur business good or bad, ur finance cost is fixed.

But if they can put osv and Armada Claire to work. TP easily RM2. Look at Yinson.

Penta's Stadium has been open for so long. And there have been plenty of smart alec trying to get a place in the stadium by screaming "fire", or "api". Not very lucky it seems. =D

That's a PE 26 counter by the way. The last QR earnings the same as DUFU. I always wondered why Dufu's 1 dollar isn't worth Penta's 1 dollar profit.

I means if WD Helio Drive sales maintains for next 12 Quarters, you can expect EPS 8 for next 12 quarters for dufu. That translates to 96sen cash on top of current 86sen NTA totalling RM1.82.

Big boys who entered large position at 4pm yesterday knows how to do simple mathematics. Unfortunately, market believes in superstition and beautiful "chart/signal/analogy".

I know that analogy very well...

It's called overpriced stadium...that's why we have PE to identify what is over priced and what is not. If Dufu's PE 10 is called overpriced, then more than 95% counter in BSKL are overpriced. Well, api were to come, then your potato are less burned if compared to any other counter.

Now, u guys must be thinking...Then when is the right time to exit? Hint: Watch Helio Drive sales carefullly.

You stand corrected. The right one should be when the euphoria is over, then it's time to go...

Where got people leave when the party just started?

Only one type of people leaves during the party started are those not welcomed to the party.
Nvm, you may come after the party. =D

I can't comment further on the consideration RM1.

In my watchlist too...got upside...

but their earning aren’t that strong... it wasn’t worth that price last time when it was RM1.2...

One word...IMBA...

No respect to any kind of investing principle except crazy...

Do some punting first...next quarter, cumulative EPS 20, PE 15, Rm3...

Attractive. That IMBA mfk must be eyeing for that.

P.S. comments are based on my daydream.

Gonna shoot. Profit taking and “panic” selldown pressure well absorbed.

Whoever supporting it don’t give face to anyone trying to collect low. Lai siapa mau sell low, Lim peh absorb! imba...=D

What I’m saying is rebar price 3.5K USD per tonne don’t give a shit if LGE decides to squeeze WCT or anybody by 50%..

But if global steel price drop, then Lionind might hv trouble. If goes up 7K, lionind hoseh liao. But sorry to WCT, they pokai liao. Just saying.

Can somebody share the link to the document that states ESOS exercise at RM1.00. I can't find it anywhere.

As I briefly went through 118 pages, the best time to propose ESOS is when the price is depressed. as the maximum discount for ESOS is 10%. Meaning when they exercise it at 0.465, 0.9 X 0.465 = 0.42.

The better time to propose ESOS would be when it was RM0.3. Then, the subscription price will be RM0.27. If they do that, it would be 42sen clean profit upon exercising ESOS now.

180,000 shares for each director, that only translates into RM 56K. That's pretty pitiful if compared to Leon Harlands grand scheme. =D

32sen a year, 3 years already 0.96sen liao la...

If construction of mega project continues, Lionind is on. Steel business is steel business. Construction is construction. LGE is squeezing developer and construction company. If they not happy with Lionind steel price, can go buy elsewhere with more expensive price.

The upside for Lionind is more cost effective operation. That does not mean LGE or any construction company can come squeeze his margin.

But LGE decided to removed 5% from MITI, then, Lionind might have competition.

I think FF or real shark entered at closing. I'm ikan bilis only.

But, I don't know what's up their sleeve or with what PE before they sell out.
Very likely they are betting on DUFU to be next Penta. PE10 rocket to PE 20, maybe cabut at PE15. I really don't know.

If Oct dead line...I bang cock liao lo...sighhh

WCT alot of good news le...but dunno if revenue to profit conversion is good.

For me, PE 12 will be on the high side, but that will be RM2.10....I won't be surprise if another 10sen range jump tmr.

DUFU can go side way for the rest of the month, but it only need 3X jumps like today.

How do u explain penta’s 2016 performance? I made the same assessment on Penta then but I can’t stake in bcos low CAGR.

In fact, my source told me they gonna be in debts soon. But not long after, they found a good paymaster and start collecting money since.

SuperPanda, u gonna back paddle on ur statement? Another 9 Sen as I type this...

Check document on who is entitled for them.

RJ talks common sense.

Anyway, if everyone is prudent like RJ. The market will be a boring place. These sohem make market and interesting place.

Where do you based ur statement with? Those trading counters with PE 15 are bigger sohem or what? =D

Indeed, there are plenty sohem around. U can be smaller sohem by buying in at PE9 instead of some other counter at PE20.

DUFU is WD vendor...

Mind sharing notion is vendor to whom?

Woah...got someone sabo...

nvm nvm, good opportunity to collect more...

Get onboard 1.65, next stop 1.75 and choose ur final destination....

Hahahhaa

And no. workers won’t know about that.
CTO n CEO knows. They decide what to buy or why to use. The rest of the workers just use. They won’t know what’s their inventories worth and how much revenue it translates to.

I might be thinking too far ahead, if current performance continues to next 10 years, the cash profits alone is worth RM2 per share.

As 35mil / 175 shares = 20 Sen per annum. 10 years RM2. That’s on top of current NTA of 85sen.

Same like lionind? Nah...masteel don’t hv the NTA to back the type of EPS Lionind can make.

But Masteel got advantage over Lionind, it’s not related to crazy bitch like Parkson or Megasteel. Song song report crazy losses one. What money made only enough to pay crazy “Xiao san”.

I will PM her and recommends intelligent investor and value investing.

Total inventories and cash used in inventories. I think simple arithematic should be able to determine how much used for this quarter with relative accuracy.

del (tradeReceivable, Revenue) =f( del (tradePayables, inventoriesConversion, turnOver))

I wonder how many here actually bother to read and each section of QR and track how many quarters before it.

Like Penta...

Maybe insider have already sold everything and the show continues with retailers Trading with one another...

You should know by now, insider don’t decide PE. He probably feels as stupid for selling at 1.6 if the markets decided to trade it at Rm2 tmr. Just saying.

I can see huge inventories conversion, but I don't know anything about that RM100mil contract...

Source please.

Yep SuperPanda, imagine 50 mil profit. I dunno know to set TP like DUFU. =D

Chartist sure goes against u when it was RM1.06 and management non-stop do share buy back to support the price with no volume. I sapu and average down because I believe it was under value. And when it drop to 0.95, I started to doubt myself if I was wrong.

If tmr got correction also not sked la. It's a good entry and i'm more confident with Dufu's future.

Current performance put DUFU at par with Penta in June, 2017 performance.

About the same price and revenue. Now, DUFU at PE 9 and Penta at PE26.

Now, sifu2 sekalian, please pick ur PE and buy in. Free money anyway.
PE10, 17sen upside. PE 11 got 34sen upside, PE 12, got 51 sen upside.

If you think it's overbought and overvalue, look at Penta K?

I’m sorry guys, I don’t know how to set a PE for this counter anymore. U guys make ur own judgement from now on...

Maybe u r right to not to fall in love.

But QR is wayyy better than I had expected. Wayyy better despite one year of research.

that's how people that took profit and regretted sounded like...

Those wanna take profit can take profit, still got upside for those who just came on board...=P

Sector PE for this company with decent growth is around 12-15. It drops to 5-7, it's a no brainer to buy.

Sector PE with "great" growth potential is around 18-25. Next QR is to assess if DUFU has a "great" growth potential.

Maybe report above 10mil profit in coming quarter?

Like I said, those take profit and set resistance will “te lan pa”.

I’m anticipating 7-10mil profit. 4-6 sen DPS. Anything more than that, I can’t tell what’s the right PE anymore. I might take profit and join guys that “te lan pa”.

Anyway, the bulll in running....decide if I wanna join the run...