Sungai Putus cluster is Kossan. One by one the big boys close 2 weeks, mana cukup supply

Huhu first signs of monetization

https://www.theedgemarkets.com/article/fintec-global-makes-rm267-million-sales-76815-million-units-focus-dynamics-warrants-d-open

As the volume slows, longer term shareholders replace the contra’s. Patience guys, though all those high floors susah sikit la

Another round of newbs living at high floors.

Everywhere now the vaccines is shipped directly to hospitals in vials. Don’t think there is a need for refilling facilities. UAE, Abu Dhabi

And Malaysians believe there is a need for refilling facility. That companies will build from scratch an entire new facility just for 1-2 years business

Everywhere now is direct ship in vials straight to designated vaccination station
Even in Middle East, for Chinese vaccines is direct ship straight, pretty sure they don’t need to wait apa filling facilities to be built

Naysayers hope newbies don’t subscribe for rights
Low lives

Problem with land banking is high utilization of debts till yearly profits is mostly used to pay yearly finance cost

https://www.ft.com/content/3d949852-3025-4376-9415-33a415acd1fd

It’s called glove wars in US

Yeah got C83 at 0.075 and c85 at 0.21, market red red today

Gogogo bough the call warrant today

How can a person cut loss at the highest point......

1 month to expiry with 4x premium
How retarded can investors be.....

https://www.thestar.com.my/news/nation/2020/12/17/there-will-be-no-middlemen-in-the-covid-19-vaccine-supply-chain-govt-promises

https://www.thestar.com.my/news/nation/2020/12/17/there-will-be-no-middlemen-in-the-covid-19-vaccine-supply-chain-govt-promises

Those that bought yesterday keep sajalah
Next q, 25-30 cents dividend if supermax keeps to distribute 50% profits as dividend

When it’s over, it’s over

Bursa didn’t extend short selling next year. Would be good to keep this in mind

Calm down, no need to argue. Big 4 one by one ‘production get infected by Covid’. Everyone down 2 weeks like musical chair.
One wonders what happens to ASP.

No worries, the big 4 one by one stop production 2 weeks each because of infections. That will drive ASP another 40-60%
You want gloves???? Pay up

Fintec’s glove story also not play now, kilang pun belum start build

Nolah, chill like the guys said. Just wait for the volume to continue picking up

Yeah 1.20 before announcements. Huhu if the Bursa casino crowd comes, gila lah
Huattttt guys

Well there is the existing RTS that they are building. So just have to connect the dots

Read the DBS report. They already expect malaysia to go solo under a BOT model. So big construction boys with deep pockets will benefit

Well looking at past week, there is no forcing la. Investors sell mother to use proceeds to subscribe OR.
Smarter ones use proceeds to subscribe EXCESS Rights. Like you mentioned, more than 2billion options, which requires Rm 160 million at least.
So some investors sold and lessen risk while booking future profit through the warrant. Even at 2-3 cents, it’s good money.

There will be some price volatility, but price should settle within the week

Who do free read all your typing....

Why need free warrant to be at 0.04????

It is recovery theme now, but also driving energy cost as Lng, coal and oil continue to rise. The coldest average for northern hemisphere this year is also not helping things

Australian thermal coal price

Newcastle coal futures traded on the ICE Exchange closed at $63.25 a tonne on Friday, down slightly from the prior day's close of $62.30, which was the highest in seven months.

The contract has gained 30.4% since this year's low of $48.50 on Sept. 7, and has also rallied about 7% since the start of November.

The average LNG price for January delivery into northeast Asia was estimated at around US$11.10 per million British thermal units (mmBtu), up US$3.00 from the previous week, the sources said.

Nice rally for the past month. Ytl’s turn

Rm 1.20 cukuplah unless there is a BIG announcement game changer or something.
Historically, YTL likes to sbb and return treasury shares so that will provide some support under Rm 1.

Added c34 too haha so let’s Huat

1st Q US vaccination programme for US is just medical fraternity and vulnerable population like those above certain ages. So infection rates will be high for some time

Its analysts Jeffrey Ng and YY Cheah, in a note to clients today, said they expect glove prices to weaken in the second half of next year.

Well they agree with my comments above, high ASP till 2nd Q 2021

ASP of cement continue to increase. Regional cement players like Siam cement and India Cement share price also up 30-40% in month of Nov

Well I have stayed off Superman for sometime but really tempted at current price.

Looking at Tg previous and current quarter, Superman can easily book Rm1.2-1.4b PAT in coming quarter. Assuming management start to return close to 50% like Tg, that’s easily 30-40 cents per quarter.

Of course there is no stopping vaccines, vaccination should complete by third Q2021.

And glove customers pay 40-60% deposit in advance, so they can’t simply cancel order in late 3rdQ 2021 cause that means glove companies can book full profit.
So high ASP effect should run minimum at least till middle 2022.

Better go update yourself. Ytl isn’t even a component, Supermax will be added to the list

It’s lower as they have not monetized anything yet
And don’t look like they have any intention to for now

But the day they start, huhuhu

Congrats all, huhu those bought early few months back sitting on good gains. Ciao

Asalkan ytl breaks rm 0.80 near term with increasing news flow
Sama sama huatttt

Okok let’s not argue and kill investors interest in Ytl as a whole
Maaf ya semua guru guru

Sell down at 0.05 = green, then I really don’t mind hari hari sell down lmao.
I do not dispute which is more profitable longer term (asalkan profit) as key to me for call warrants is to pick the one with VOLUME and good risk reward ratio. Easier to maneuver if the market turns suddenly, don’t have to be the most profitable

Need so desperate boh, c37 massive drop then of course mother drop too

There is no need to be like stockwinner, make good money then u-turn doom and gloom in 24 hours hoping to get a good entry again
There is no point getting the best price if other investors lose interest

Sama sama Huat larrr

Along with Sunway, spiking interest in construction big boys.
DBS analysts predict the HSR is build operate and transfer model，so only the big boys with deep pockets can play

Huatttt arrrr

Haha, I prefer c37 more volume
Easier to exit if we buy large volumes. Cheers
Hopefully a good 1st Q 2021

Good luck guys, fully invested in the call warrants

williamtkb, true the Sbb can be returned as dividends like Supermax

Well they spend Rm 28 mil for Focus ICPS with free warrants D and currently it’s worth about Rm 75 mil in less than a week

They are cash rich
So buyback and distribute back to shareholders