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...

It overbought now But Its still undervaluie

No bullet liao...=[

When QR come out EPS 8, those who set resistance and did profit taking will regret

Next stop 1.5....do some punting first...

This trade has announced way before you buy in...and then after u buy in, why so many good news...Now, why so many bad news?

Damm biased la you.

Investor 9999, who say people don't? I start collecting since last year Feb and made few rounds of money...Large stake in in Feb this year too. But that's only 10% of what Chang Yee Fung invest. Small timer unlike you big timers.

This guy when buy in everyday say up up up....sell liao everyday say down down down...

Why? U feel damm “am tui” if it gets higher? Like market is gonna give a damm about how u feel...

Do u mind sharing where do u based ur statement Luke? Why 0.69

Avg 600mil revenue is quite smtg.

Else, please enlighten on what would be a satisfactory number.

1.6...1.6 next stop...who interested please come onboard... =D

I do agree on buckling up and get more contracts. The OSVs are sitting around doing nothing.

Mgmt should do something about it and put them to work.

Yep. At least, it confirms no loss of revenue.

That’s quite something for the market to Buy back what’s its worth as the revenue is now confirmed unlike before.

So far, I really have no idea how to read it's QR unlike small/mid cap like dufu, kimlun or vis...

Profit = function(margin, payables, inventories conversion)

This one, Profit = function(margin, payables, inventories, finance cost, acceptance, new contract, litigation, forex losses, Ananda Krisnan stories, Bribe scandal, extra large CEO bonus, *you add what else).

If I lost this bet, I go home and never wanna visit large cap anymore. So far, none of my large cap pays me any money. Just too much hanky panky that I don't understand.

Why not lower le?

I gonna park 1 million shares on Armada C37.
Winners take all type of gambling. =D

Great closing...

@Primeinvestor, 4.5 mil will be dividend...

@highprofit...Why not queue at 0.5c and after u buy...I will queue at 0.25... good plan?

Coming to end of Q3, still no news on acceptance.

Yeah, u r right...other counter could potentially give better return...

New milestone unlock...1.4...

Next stop 1.47-1.5 with destination 1.65-1.75

U sure u gonna be out of here by end of this months?

Faster sell all ya shareinvestor88

P.S. vic_amat87, I think he missed the boat and trying to buy now.

Join the monkeys n faster sell ya!

Once the edgy monkey are gone, then DUFU will realize it’s true value.

lucky u Super Panda...i sit here wait about a year liao...Finally, sampai jugak....

TP should be about 1.6, given it's stable earning and 50% dividend policy.

EPF sapu non stop so far

RM1.4 next stop. TP1.6, proper PE10 like how DUFU deserves.

I think it's a yes when it gets to 0.7x. And no if it drops to 0.5X

Next stop should be 0.7x

No wonder u r pretty pissed with them...if invested else wher, .u could hv made more money...

Current support at 1.20...New support should be around. 1.25 before rocketing if good QR.

Awesome...sold everything? At what price u gonna enter again?

this is what happens when market starts with low volume. Some people will do left hand past right hand and intercept few edgy retailers selling low.

Maybe what I should do every morning is set a buy call at 4% below last done. Then, maybe that could deter/cap selldown to just 2-3%. Anyway, this is what I notice.

Pushhh...pushhhhh past 0.90 and 0.96 next stop...

Then, relative to Sapura’s CEO, Leon ain’t too bad. But others, hmmmmm...lol!

DJIA up up upppp

This thread full of bull ppl.

Okay la...the day before up 250pts. Today down 100pts...who knows tmr up 250pts again le?

Uchitec stuck at low price because of a stake holder that market doesn’t like. As soon as he sold his stakes, the price shot up.

It was in my KIV list when it was 1.8. Very high ROE and profit margin. That’s one of the few missed opportunity.

TL;DR, if u do ur DCF on high Forward PE counters, and you don’t find that you are getting a discount, then better stay away.

U r paying over priced prospect.

U heard about DCF right? What about Forward PE?

Some counters trade at very high PE, as result of good “growth” prospect. Very high Forward PE. Anticipated future earnings. So, even growth turns out to be true, Pe will slowly drops as earnings materialise. but if the market is willing to trade with previous high PE remains mystery. But, u know what happens with the growth counters that do not materialise their earnings.

I believe in picking counters with what I believe is strong earning trading at PE not too far into future. Low side of this sector is around 10-15, high side is between 20-25. Vitrox Trading at PE 40. That’s 40 years into future if everything remains the same. I think people is doing DCF with the growth rate of 2.5x for next 8 -12 quarters. U can look at how penta grown from 50c to Rm5. That’s why they come to that PE. If I enter at the point 15 years into future and some people wants to buy at 45 years into future, I will be more that happy to sell.

If vis really penetrates and gaining traction in North Asia market, I guess it is more to come. Half of penta’s successful will be enough for me. Market will happily trade 30-40x into future and that’s the time I will sell.