Mr Thoo, who is Notion’s automobile industry main competitor? Comparing with their product/technology, is Notion doing good or able to compete with them in terms of acquired bigger market share?

Do you have link to show us?

跌到他所谓的below 2.0了，所以可以上升

i wish i can tag goo the dumb here

Downtrend until moved into 0.925 and stable.

Wow, 1 of the warrant top shareholder sold 500000 units down at market price!

ok good

Since Recently added Toshiba Storage as new clients now, moving forward we may expect to have more HDD and spacer ring to be delivered right.

Pls check announcement dude, if u dont even understand the basic how r u going to walk further.

The share will distribute by 5th Dec.

I really worried of the mate above..

Yes. Thanks for keeping company information transparent. What happened to the balance 2.3m shares of Nikon Corp?

Its so unfair for the management, as if management is the 1 dump down the stock.

Surewinstocker, what if some incident happened and make u loss? Are u going to put blame on management?

Wow doing similar to oversea company’s style by announcing monthly sales for category?

Sounds good but there will be a group of investors/speculators dont like the idea

我买了，我买了～今天又买了~等多几天就知道

This is a one-time off market trade right? If need to trade then have to wait make another announcement?

Thanks for spoonfeed me with the information im not clear. I thought it was other third party shareholder, if its ED then i understand.

I am a little dumb on this - what does it mean? I understand its someone off market buy in the shares, but if the price at 75 sen, are there lock-in period?

当指数下跌22点，下跌是无一例外的，无所谓。

He made right decision to stop commenting because there are people like tracy92.

“ And deleted all comments when price fell back to 82.5 sen” - these are the stupid accuses that drive people angry

Therefore i started to acquire more now as i see its future. I do felt heartache though when see the price continuous dropped for a week. But if focus at company’s growth i am pretty confident with it.

I have a different thought, thinking current price is very attractive because of the high growth mode. In my opinion if the company kept acquiring new clients(Dyson/Toshiba Storage,etc)and somemore in different industry, it shows the management capability and i believe they will successful get more clients thus grow bigger. At this market cap(276m) is absolute worth to buy in for future. Further more if corporate with Dyson, then this is the smallest cap company compare with EMS peers. I think its market cap should up to another level, maybe 500m?

Paul, very few means how many? Where do u get the figure? By observation or by statistic? And who told u its only hand dryer?

I am surprise that market seems doesnt know Notion is the supplier of Dyson now.

Yes i personally trust on 888next as mentioned he proved his identity and his willingness of sharing key information to minor shareholders like us is rarely seen in the market.

Reason dont ask PAT is that sounds like sensitive question and u did mentioned about the %, the growth and estimated revenue, from there we can do calculation and get the estimated figure. I dont wanna ask too deep question esp probably related to NDA issue, if thats a ok to ask question then of course we will ask haha.

It was our pleasure to have u here Mr Thoo and we hope to see you here again to share on key business insight. Thanks!

in facts he should really spend time with funds instead of with minor shareholder here, but it's our luck that he spent weeks time to discuss about Notion business model and plan, now that we are aware of what is going to happen in coming year

Deleted posting or deleted account, im not sure

Thank you for the last reply and bless you in your life, stay healthy.

Wuzy - what so surprise with that? I dont expect a berhad owner to come to retail-anonymous-forum and ‘serve’ the shareholders(or just potential-shareholder) and feed with non-public released information. I am wondering when he mentioned the clients, will it breached NDA or not.

I guess he had plan in i3 which probably was raise public awareness of Notion until quarterly report released. But seeing he spend time and provide lots business information to us, i think thats fair enough for now.

10M BIL was recorded under Operating Income in Q4?

BERKSHIRE - I found that the value of inventory for Jun & Sept 19 was approximately 41mil, no significant increase.. Wonder when Notion started to produce for Dyson as if mass production happened in Oct, then they should have been prepared more material for the increase of order.

What 888next said was what written in quarterly report and officially on website, which is sufficient to prove his identity.

In terms of his motive, i think it is common and fair for a founder wished his business growth and market capital increase.

If they want to pump and dump, it’s not going to stop at double profit only, it should pumped to even much higher level till everyone is greed with Notion, which did not happen in past weeks.

If his decision is to left i3 and spend time with funds, thats his choice and he can go for it as he like, thats not a problem.

Anyway just hope above few query can be responded.

Lets see if 888next will come back and response.

Pretty safe to buy now, those who took profit already left. Awaiting new blood

Warrant is high risk product, be extreme careful if decided to buy in.

Ps i hold some wc too

Ouch, enter at falling knife point.

I hav few queries as above too

Maybe should wait for management to answer on that query

Mass production in October, correct me if im wrong. How long does the billing take?

10M BIL was recorded under Operating Income?

It seems market actually didnt know Notion is involve in EMS and Dyson is one of the big client now?

Both margin and growth also mentioned by u earlier in the forum right?

These new businesses are already confirmed and is generating revenue to the group now? Are these all new relationship with the group?

Hi 888next, in the IR report stated main growth from EMS, how about the core business HDD? Is it BAU with additional business from Toshiba Storage? Or the organization decided slow it down and focus EMS?

He will advise u not to guess or gamble on the price, look at industry prospect will do

Whoa really break 1.10, PH777 strong power.

Dont think so.

18 PE was due to last FY’s bad performance. This year catching up

Wukong 今天来个红色的，大量下降
26/11/2019 9:11 AM

Fooksing im afraid u just did a wrong decision today..

很好的业绩，正如之前说的，相信这只是开始。

表面看PBT是9.6m，实际数目应该更高，只是因为MFRS16的要求，把租金放入depreciation & amortisation处而把盈利扣多2.4M，唯一不清楚是MFRS6这项要求是永久生效还是一次性，希望有高人提点。

×刚刚google了解MFRS6，这应该是永久性的条例，所以过后应该都会把租金算入comprehensive income

Up to your own decision.