Trust me, very unlikely. becoz company will have RM130mil cash by Jul'17.

If I'm datuk, I will only call for private placement, after I push my share price to 60sen, then I give private place at 10% discount, 55sen.

Actually TTB is a very knowledgeable person, if he don't have the knowledge, how can he setup Icapital and become a fund manager.

Back to years 2012 and before, he was respected by many investor, many people name him as "malaysia warrent buffet" at that time, because he practice value investing.

However, since 2012, he start to predict market will be collapse, so he stop buying share. As a fund manager, when he predict something, he is sure based on some facts & figure, he is not simply give that kind of predict.

Unfortunately, market does not collapse as per his prediction, market continue to climb up, many retail investor make money from market, and they start to think themself better than TTB.

Then people start forget the capability of TTB, ppl called him idiot, call him noob, everybody claim they perform better than TTB.

For me, he is still a very good fund manager. Since he changed his mind this year, and he start invest his money, let see by end of the year, your performance better or his performance better.

I believe two more years later, people will start call him "Malaysia Warrent Buffet" again.

Apollo Ang, I small player only, only 5,000 units.
My 5,000 Annjoo converted become 10,000 SSTEEL.

harlem, no more private placement in short term, unless it has secure another big project.

Hunger, my cost for Annjoo is approximately RM2.05, I have made a nice 40% gain on Annjoo. So I decided to move to other steel player.

Hunger, you have not done enough research, do doubt Annjoo is a very good company, but SSTEEL is not a small player like you mentioned.

In term of capacity & size, SSTEEL definitely bigger than Annjoo.

The only advantage is Annjoo have the hybrid blast plant, while SSTEEL only have the traditional plant.

For me, ANNJOO is like CSCSTEEL, very nice management company, very healthly balance sheet, very high margin, very high dividend.

But SSTEEL is like MYCRON, very good quality product, very high potential to go up.

Look at last year chart, from Jul 2016 to Nov 2016, CSCSTEEL move from RM1.30 - RM2.20. 70% gain. At the same period, MYCRON move from RM0.40 to RM1.10 (almost 200% gain).

harlem, you didn't read my comment, Datuk DIDN'T disposed any share, the share is disposed by Datin Wa Siew Yen.

4 years ago, when Datuk sold its Digista-WA, Datuk dispose 30mil Digista-wa in one day, all the retailer who pick it all die. Because Datuk sold at 20sen, and as at Jan 2017, Digista-wa worth 2.5sen only.

This shows that Datuk is a typical businessman, when he know his company are overvalue, he will sell it, but when he know his company are undervalue, then he will buy it.

Since Datuk accummulated so much of Digista from market at price 15sen-30sen, then you should know Datuk believe its company can exceed 30sen.

Siewann19, good point, If I am Datuk, if I plan to sell, I will sell 30mil shares. I will few million everyday, wait until 3-4 weeks later only announce to Bursa. When you guys get the news, my 30 million share already change to your hand... haha.

I won't so stupid sell 1.5mil share which worth RM300k, then immediately announce to Bursa to inform the whole world I'm preparing to sell share, please run everyone.

Today I sold Annjoo at RM2.80, and switch all the fund to SSTEEL.

5,000 Annjoo can convert to 10,000 unit of SSTEEL.

Reason:-

If Annjoo really can touch RM3.20, then I believe SSTEEL will be at RM1.70-1.80 level.. So in term of percentage, SSTEEL has higher return.

In term of risk, let said market suddenly cool down, I think SSTEEL maximum drop to RM1.10, but ANNJOO anytime will drop back to RM2.20. So after consider the risk & return, I decide to go for SSTEEL.

I sold Annjoo at RM2.80, and switch all the fund to SSTEEL.

If Annjoo really can touch RM3.20, then I believe SSTEEL will be at RM1.70-1.80 level.. So in term of percentage, SSTEEL has higher return.

In term of risk, let said market suddenly cool down, I think SSTEEL maximum drop to RM1.10, but ANNJOO anytime will drop back to RM2.20. So after consider the risk & return, I decide to go for SSTEEL.

Hi everyone, don't worry, Datuk Lee didn't dispose any stock.
Datin Wa is the one who dispose the stock.
Datin Wa left less than 1 mil unit stock on hand.

Why Datin dispose share? I'm not suppose to comment people family relationship, but common sense you should know why.

Copy from BB_Trader, and I modified it to apply on SSTEEL

SSTEEL
FV: RM3.60

Positive
1. Steel price - steel bar prices steadily rising on the back of china capacity cuts program.
2. Steel demand - increasing driven by construction booming following most contractors having all time high orderbook. Furthermore, recent safeguard duties for the next 3 years will push contractors to buy steel locally.
3. Earnings outlook - should maintain or higher than last quarter profit - RM45m. If annualised, they may deliver up to RM180m.
4. Powerful shareholder - Kwek family
4. Technical - bullish - MAs, MACD, RSI
6. FV - if net profit of RM45m continue to be delivered, SSTEEL is fairly valued at RM3.60 based on 8x PER.

Nice closing... Same word, buy now, at any price, becoz it will fly soon.

Agreed, now syndicate they gotvery canggih software tracker, they can calculate each unit of share is from which seller. If you dont sell, price will further go down. Once you sold, price will continue fly high.

I test it before, last time got 1 penny stock, when the syndicate create volume, they queue sell, then buyback on their own. When they executive it, i think saw 30-40 continuous buy transaction, each transaction 10,000 unit, within 5 second. At that time I already key in everything to sold my share 100,000 unit, so I click enter immediately, then immediatelt I heard the order match sound, I click order status to check, 6,000 unit matched.

But funny things happen, once my 6,000 match, the whole buy transaction stop d, they didn't continue to buy my stock. Then I wait, wait, wait, only got few ikan bilis buy my share, 5k, 3k, 7k....etc. Almost wait until 1 hour, all my 100k matched, then suddenly the buying transaction continue, 10k, 10k, 10k.... continuous for 30-40 transaction.

A brand new weeks is waiting for us, let see this week Digistar can bring any surprise to all of us!

Two years ago Calvintan introduce this counter, I bought at 55sen... Hold until now, still haven't breakeven.. But i don't mind, it is my own decision to buy, and I have faith, I'm looking for buyer to offer to buy its sabah plantation land, or offer to buy its Grand Duta Hyatt project.

Still the same advice to everyone:

"Wherever there is a price correction on Digistar, it is your opportunity to collect more. This counter sure will go up one". I can't guarantee how high it will go, I can't guarantee how fast it will move, but I can guarantee it definitely will go up, minimum will be RM0.30 level.

Why? Because me, Albukhary is extremely bullish, not bullish, but is EXTREMELY bullish on this counter!!!!

Back to year 2008, that was the year where SSTEEL share price stand above RM3.60. Actually it is not impossible to back to that kind of level, as long as SSTEEL profit can maintain at RM45mil per quarter, so whole year EPS will be around 45sen. Then announce a dividend of 20sen, I'm pretty sure it can stand above RM3.60.

With the safeguard duties extend for 3 years, and so many infrastructure project in Malaysia, the above assumption are very likely to achieve.

好想看到南钢回到2008年的风光，那时股价可是站在RM3.60以上呢。 其实也不难，只要盈利保持在RM45mil每季度，全年EPS大概45sen，再派个20sen的股息，那肯定就站在RM3.60了。

基于国家未来几年的基建发展很多，再加上保护税延长3年，以上的假设是很有可能达到的。

国际贸易与工业部旗下的大马钢铁机构（MSI）估计，2017年全年的钢铁产品消费量至少为1040万吨，略高于2016年的预期值。这要等到3月初公布12月数据方可确认。

据了解，MSI和贸工部一直推动在建筑工程使用本地钢铁产品，以提高本地钢铁业产量的消费量。

几名基金经理说，要在钢铁业持续上涨中入手的投资者，需要注意的一个关键因素是成本架构。

这意味着细阅每个业者的底层、他们的设施类型，并将其与直接同行作比较。此外，查看主要股权比例可能为那些寻求在盈利复苏中，对股息押注的投资者提供另一个维度。

另一名分析员说：“更高效的业者将有更高的净利赚幅。还要看看管理层有多好，以及他们的钢铁厂设备有多新，较新的通常意味着更高效。”

KUALA LUMPUR: A comprehensive study will be conducted on the proposal to construct security fencing along the country’s border, said Minister in the Prime Minister’s Department Shahidan Kassim.
He said the study would be conducted by the home ministry with the cooperation of government agencies on whether to repair or replace the existing wall fencing along the border.
“The proposal has been approved by the Cabinet on March 11 last year,” he said when winding up the debate on the pledge of loyalty on the speech by the Yang di-Pertuan Agong in Parliament today.
On the proposed construction of the 5.35km single-layer border fencing along the Malaysia-Thailand (Malthai) border, Shahidan said the matter was still at the discussion stage by the secretariat of both countries.

“The proposal will be tabled at the Malthai Land Border Committee (LBC) meeting before it is finalised.”
On Jan 5, the Raja Muda of Perlis Tuanku Syed Faizuddin Putra Jamalullail called for the reconstruction of a new Perlis-Thailand land border fencing so as to maintain Malaysia’s sovereignty and security.
He said construction of the border should take into account the current security situation and enhance its capability with the use of surveillance technologies such as closed-circuit television, night vision detection equipment and motion sensors.
Meanwhile, the Dewan Rakyat approved a motion of thanks on the royal address of the Yang di-Pertuan Agong.
The Dewan Rakyat sitting will resume on Monday.

Leonfuat is another Prestar in the making..

Last time I bought Prestar at 59sen, sold at 94 sen.

Now I should bought Leonfuat at 66sen, hope can sold at 96sen in 3 months times.

Let Leonfuat become LeonHUAT!!!!!

oldmanorangtua ,


http://www.federalgazette.agc.gov.my/outputp/pub_20170413_P.U.%20(B)%20191.pdf

The cons of this counter is too many ESOS..

For me, ESOS is good, but you cant given too much, ESOS should be limited to 5% of total share.

For example, if this counter have 250mil share, and let said company issue 20% ESOS, it mean 50mil additional share will be issued.

I know ESOS is to motivate the employee, but you dont need to pay so much to motivate your employee.

Let said a senior manager salary is RM13k per month, and one year is around RM150k.

When you want to reward him, you give him 100,000 unit ESOS is good enough, when he exercise, he could probably earn RM70l, which equal to his half year salary d.

For management level, you should also limit your ESOS allocation, make it 300,000 unit to 1,000,000, so when they exercise, they could earn approximately RM210k to RM700k, this is pretty good for them d.

For a big company like AWC, I assume your have 3 very senior management, 3 middle management, 4 junior management, 10 senior manager, 20 manager.

So ESOS allocation should be:-

1) Senior management = 3 x 1,000,000 = 3,000,000
2) Middle management = 3 x 600,000 = 1,800,000
3) Junior management = 4 x 300,000 = 1,200,000
4) Senior manager =10 x 100,000 = 1,000,000
5) Manager = 20 x 50,000 = 1,000,000

Total ESOS allocation is 7 million unit only, this is pretty good d.

You no need to have 50million unit for ESOS, all this will be benefit the director and caused your shareholder loss.

Hi Moneysifu, do you mind to share your actual portfolio value? I saw in the above article, you stated RM500, RM1000, RM2600, does it mean RM500,000, RM1,000,000 and RM2,600,000?

Surewin, sorry to see you made loss on this counter.

Remember, this counter is for middle-long term investor with holding power. If you have no holding power and want to play contra, then I'm pretty sure 80% you will lose money, because this counter is controlled by "someone", you have little chance to win contra money.

我是冷眼派的，从他身上学到的是，只要是好的公司，股价是会慢慢反映出来的。
买股票，不要在意短期内股价的波动，我们买的是公司，只要公司越做越好，公司越赚越多钱，股价是会慢慢跟上来的。

haha happycool, I hope one day I can become another Datuk Wira

Actually you guys can click the link below to see how much share Datuk has accummulated from market since year 2014 until now.
I roughly calculate at least 20 million units, and price range from 30sen - 16sen.

http://klse.i3investor.com/servlets/stk/annchsh/0029.jsp

今天的评语是：Digistar每一次下调或横摆时，都是入股的好时侯，因为这一只股票一定是向上爬的，

因为：-
1） 它的收入会越来越好（稳定的concession收入，越来越多的CMS保安收入和酒店收入）。
2） 它有利息开销会减少，因为他的债券每年都会赎回一部分，所以利息只会越来越少。
3） 它可能会派息，因为到2016年12月为止，它的现金有RM60mil，在加上这几个月的concession收入，和将会收到一笔RM66mil的政府付款，所以我预测它未来几季度到财务报表，最少会有RM130mil的现金。这些现金可能会拨个RM9mil来派出RM0.015的股息，以回馈股东在这几年的支持。Datuk Lee 这几年也自掏腰包和用margin买了不少自家的股票，相信他也很需要股息来偿还margin的利息吧。
4） 它去年买了两块地，位于melaka cheng，是属于很好的地点。买地是通过竞标得回来的，按照现在的市值，这两块地保守估计已经升值最少RM7mil了（因为他们标到的价钱很低）。Datuk表示他正在向马六甲政府推介这块地，看看能不能为政府起个什么大厦，然后再用concession的方式租给政府。
5） 很有可能短期内会公布一项大计划，之前公司说过正在竞标1亿2000万令吉谘询服务合约以及5亿令吉建筑合约。
6）现在目前已有Mercury证券推介这只股票，而Icapital也有留意它，如果再来个CIMB 或 RHB 大行推介它，那就爆发了。2011年是CIMB曾经推介它，那是股票上到RM0.60.

I like the 1 lot buyer, he trying very hard to maintain the share price at 0.235

Happy cool, you mean Tan Teng Boo I capital introduce this stock? He very conservative one, if he put target price RM0.31, then you can close your eye , it will achieve RM0.50 at least.

哇，平时我在敲锣打鼓宣传这只股时，都没几个人回应我。
现在股价一跳上来，你们全都出来了，原来这股有这么多人埋伏啊。

一般上，如果某只股票停留在某个价位，但每天都有大量交易，而这些交易又不像散户在买卖，那就代表庄家在制造量，以便往后拉的时候监管局不会怀疑。
这种庄家通常都很有耐心，部署多时，按兵不动，不是在等你和我买进/卖出，而是在等公司正式得到大型合约，又或者突然业绩有大爆涨。

据经验之谈，这一类的部署一般上拉的时候，都是很狠的拉法，涨停板的拉法，而不是慢慢上的拉法。

any new / annoucement from MITI?

Look at history Year 2007, at that time when Bjcorp move, it move very fast from RM0.30 to RM1.50. Unlike now, move up 2 sen, then drop 1.5sen, up 1 sen, drop another 1.5sen....

Think from common sense, sport betting license is a big catalyst,and the process to evaluate and approved the license will take very long process, and many parties will be involved in the process.

What I try to said is, if this big catalyst is true, I think few months ago BJCORP share already moving up to RM1 level, because many insider who involve in the deal will buy before you and me.

Since it is still stagnant until now, and you guys are mentioning that the result will be announce in two more days, don't you think it is just a fake rumour?

MITI got any news release?

BUT WARRANT WONT ENTITLED FOR DIVIDEND.

dato will sell to all the retailer and then buy back from them from it drop to 3 sen

MITI got any news release?

Estimated EPS is RM0.08 x 4 quarter = RM0.032.
Based on 12 times PE, target price = RM0.38.

If company can give dividend 1.5sen.
Then based on 4% dividend yield, target price is RM0.37

PANTHER目前拥有约6000名住宅和商业建筑客户。
If let said each user paid RM130-150 per month, then 6000 x 130-150 = RM780k - RM900k per month

另外，公司亦为商场、酒店提供资讯系统设备，目前客户都集中在柔佛市场。但公司近期也与吉隆坡的客户洽谈相关电子谘询服务，正在竞标9000万令吉左右的合约。


“According to the contract we entered, we will be receiving a bullet repayment of RM66 million after finishing the contract.

I think he being treathen by Bursa Malaysia, coz last month bursa announce new rule on control ppl using social media for market manipulation.

Another good weeks is coming, hope this coming week Digistar will break RM0.25.

This is one of the best investment talk recently after Cold Eye talk when he launch new book

Any update on the Malaysia-Thai Border Fencing project? Still on-going or government abort the project d.

Estimated EPS is 11sen... Huat ah everybody!

电眼监控 + 高压电围篱，你联想到什么？

万事具备，只欠东风啊。。。东风一来，火烧连环船啊。。。

As annjoo break new high, so very likely that SSTEEL will break RM1.45 on monday or tuesday.