ttgipoh what will be the price of the form tomorrow? any figures?


This will be a typical holder of Insas who bought earlier and is shaken and stirred.............. not knowing his fate

Also, remember... based on the current state of affair...... all under-writing IBs of Insas' RPS too are shaken and stirred.............. not knowing their fate

Insas not yet got your fund...... as you can choose not to take up the RPS

Insas not yet got your fund...... yours

Firstly, remember... all holders of Insas who bought earlier is shaken and stirred.............. not knowing their fate

Can be back below 0.80.............. but definitely cannot stay this low...

Can be back below 0.80..............

ah con 8888

why delete your post ???? I Purposely not reply to let people see what SH you are coming up with that kind of reply


Ya right USD holders still go for your cheap rex canned food and cheap furniture when the USD has gone up so much against the EURO


Dump dump all furniture shares today

However, I found the way Rex made provision for impairment based on next five year projections is meaningless. In an ever changing world, projections is at best a guide and a goal to be achieved. Using it to come up with a short term fair value for its assets is akin to plucking a figure from thin air. The incorporation of these minor adjustments to operational P&L is annoying as it distorts the financial figures and unnecessarily complicates things.


Poor guy.... do you even know what you are talking about?? How do you know there will be no impairment of similar kind in coming years?? How can you just exclude it?? Dont you know it can even be a bigger figure??

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

SELL SELL your furniture companies shares tomorrow! !!!

Still go for Bonia when you can get LV... ya... right

Malaysia furniture can take on the Italian's etc????

Ya... still buy Proton when you can get a BMW... ya.. right

Now that EURO also drop vis a vis USD... all will buy continental products la

Now that USD is strong... USD holders especially those in USA will go for higher premium products as they are becoming more affordable to them now....

WTF haven't suffered enough from the fungal lifestyle and austerity for the pass few years???!!! Still going for these cheap and sub prime products from EM... give me a break!!!

Sales of Malaysian products exported will drop in the coming months and quaters. .... except for Jimmy Choo

a "good counter" doing a falling knife....

Austerity.....

Some of the GLCs have big capital expenditure (capex) requirements but if the government asked them to pay more dividends, they will still have to oblige,” he added, citing the case of Petroliam Nasional Bhd.

While the national oil firm’s management had expressed its reservations on raising dividends, the government has repeatedly “reminded” the former that it makes the ultimate decision on the level of dividends that the national oil firm has to pay.

Ya.... the RPS rights issue is a big issue indeed

Ken Lim Insas is portential to break 1.36 .. Because of Inari , ho hup , syf earnings .. Mr thong buy back until 1.06 .. Company buy back until 0.96 . N acquired many shares also .. Nta 1.8 .. PE above 4 only . For mid term .. Really nothing bad with this company . About rps n warrants . I believe it will be adjust the mother shares pricing around 1.20 ..

26/01/2015 11:32



sound like BjCorp... have this and that but just cannot go up.....

Is the Vicent Tan Discount a permanent feature of Insas too??

Price going lower and lower...

Is the Vicent Tan Discount a permanent feature of Insas??

Oh ya... go ahead and sue the bankrupted major...........................


More relevant is maybe go for insurance claim... but how long would it cover?? will it be in full...?? and how soon will Armada see the money??? will it be in time before Armada's cash flow is messed up and cannot service its loans and becoming financially distress???

Think you don't want to go there............. just thinking about it will make you sick....

These are posted while Armada's price is still high so that you have sufficient time to think what to do next

This is a caution not an alarm…..

Hopefully, it won’t be too long….. and while waiting there is no news like this…..



Due to continued low oil prices at below USD 50, two of Bumi Armada’s FPSOs which operate in offshore Nigeria have been lying idle as their Nigerian majors have decided to suspense operations till further notice as their production cost was high in the region of USD 78.57/bbl..

The FPSOs involve are Armada Perkasa and Armada Perdana.



This is a caution not an alarm…..


If oil prices stay below USD 50 long time… there will be considerable risk in investing in Armada…. Take note


At USD 78.57/bbl...... Nigeria oil majors’ cost is way above the shale oil’s

"There is no negotiation, it is a demand"


... the speed at which it is happening and the depth of the cuts being asked for is an indication of the desperation in the industry.....

This price war must claim its fair share of casualties before it can end.....................................

Russia, Nigeria, North Sea, Venezuela are all equally in the cross hair......

FPSO is the biggest contributor to Armada

Count the number of FPSO it has in operation and see if it can afford to have a few of them lying idle

In this oil price war.... if you think the casualties are only from the shale oil side, BIG MISTAKE

Think again

Honestly, I have lost my bearing.... there are just too many moving parts around the world affecting oil prices...

Mar.. Oil prices rebound



This is, admittedly, the most difficult to call and the riskiest… and, there is nothing you can do but to wait it out till oil prices recover…….

In 3, 6, 9, 12 months more??


Hopefully, it won’t be too long….. and while waiting there is no news like this…..



Due to continued low oil prices at below USD 50, two of Bumi Armada’s FPSOs which operate in offshore Nigeria have been lying idle as their Nigerian majors have decided to suspense operations till further notice as their production cost was high in the region of USD 78.57/bbl..

The FPSOs involve are Armada Perkasa and Armada Perdana.



This is a caution not an alarm…..


If oil prices stay below USD 50 long time… there will be considerable risk in investing in Armada…. Take note


At USD 78.57/bbl.. Nigeria oil majors’ cost is way above the shale oil’s

But..... caveat, caveat

This is a caution not an alarm....

r°Moi Stock: [ARMADA]: BUMI ARMADA BERHAD

Dec 15, 2014 01:07 PM | Report Abuse


If you buy Armada now...... there are 3 opportunities for you to sell high....


Dec.. Window dressing DONE


Jan.. Portfolio realignment DONE


Mar.. Oil prices rebound

confusing feeling less pain with feeling great?!?

In normal circumstances it is good... not the case when you are being squeezed

HaHa... don't say never

RM 3.61 to USD.... what Najib says has 0 effect on foreign funds............

RM 3.61 to USD.... what Najib says has 0 effect on foreign funds............

RM 3.61 to USD.... what Najib says has 0 effect on foreign funds............

He added the development expenditure remains at RM48.5bil while the operating expenditure was cut by RM5.5bil.

Najib said the government would also increase dividend payments from the government linked companies (GLCs) and government investment linked companies (GLICs).


Of course, PETRONAS too ler

He added the development expenditure remains at RM48.5bil while the operating expenditure was cut by RM5.5bil.

Najib said the government would also increase dividend payments from the government linked companies (GLCs) and government investment linked companies (GLICs).


Of course, PETRONAS too ler

He added the development expenditure remains at RM48.5bil while the operating expenditure was cut by RM5.5bil.

Najib said the government would also increase dividend payments from the government linked companies (GLCs) and government investment linked companies (GLICs).


Of course, PETRONAS too ler

Now Najib officially also says oil prices will be around USD 55 per barrel long time...... ; (

Now Najib officially also says oil prices will be around USD 55 per barrel long time......

Now Najib officially also says oil prices will be around USD 55 per barrel long time......

Now Najib also says oil prices will be around USD 55 per barrel long time......