AnonymousInvestor

AnonymousInvestor | Joined since 2014-11-11

Investing Experience Intermediate
Risk Profile Moderate

Followers

0

Following

0

Blog Posts

1

Threads

397

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
397
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2015-10-13 18:08 | Report Abuse

yup, and lth and nikon they will be very happy

Stock

2015-10-13 18:00 | Report Abuse

and not to forget lembaga tabung haji will also agree on capital reduction

Stock

2015-10-13 17:54 | Report Abuse

alright everyone get panic. and nikon will agree on capital reduction too.

Stock

2015-10-13 17:44 | Report Abuse

alright, almost forget let them do their job

Stock

2015-10-13 17:42 | Report Abuse

ppl should throw away their FA knowledge and get emotional

Stock

2015-10-13 17:26 | Report Abuse

anyway, thanks to tcf, never thought can getting more at this price.

Stock

2015-10-13 17:24 | Report Abuse

u have to interview the rest i think. from what i know. they won't care.

Stock

2015-10-13 17:15 | Report Abuse

2,867,500 shares. maybe 2,500,000 from tcf?

Stock

2015-10-13 17:11 | Report Abuse

but i think nobody will care, because most ppl bought more than 40 cents. nobody is looking for exit below 40

Stock

2015-10-13 17:03 | Report Abuse

i see.. i'll jz let them do their job.

Stock

2015-10-13 16:55 | Report Abuse

gaga, u have notion too? what is ur tp? and u think this is time already?

Stock

2015-10-13 16:54 | Report Abuse

man this is exciting. my blood is boiling =)

Stock

2015-10-12 19:11 | Report Abuse

chill. expected =)

he sold shares
2mil
2.6mil
4mil

smby bought shares
3mil
3mil
4mil
which is about rm 4,000,000

excluding those bought previously.

Stock

2015-10-12 16:46 | Report Abuse

keep deleting, haha..

Stock

2015-10-12 16:42 | Report Abuse

ok i delete..

Stock

2015-10-12 16:27 | Report Abuse

kk, let them do their job la.. we keep quiet better.

Stock

2015-10-12 16:26 | Report Abuse

very aggressive d.. so this means.. perhaps november is a good one instead of bad one..

Stock

2015-10-12 16:25 | Report Abuse

ikan bilis only

Stock

2015-10-12 16:24 | Report Abuse

too bad i'm not cash rich..

Stock

2015-10-12 16:18 | Report Abuse

alright invester

Stock

2015-10-11 17:24 | Report Abuse

If they will earn 35 mil or 13 cents per year, that also means they will increase the NTA for 13 cents. 1.08 + 0.13 = 1.21

The NTA can roll bigger quite easily.

Magic of small issued shares.

When these figures appear obviously in news or financial report, the price will definitely move.

But now not yet. Haha..

Wait another 2 Q. Be patient.

If still can't perform then will really against the board in agm la. I believe many ppl are very frustrated already. If got few ppl voice up in agm I think many will join in to against them. They only have 2 Q to turn over before the agm.

Stock

2015-10-11 15:48 | Report Abuse

I jz wonder if the market will go back 1500 or lower. Hedging some puts..

Stock

2015-10-11 15:24 | Report Abuse

Haha.. about bad results. I am expecting it tbh, coming Q results should be negative 5 mil. But after that i am quite affirmative it will get a brand new start in FY 16 and 17. But don't simply sell first for wat I said if u believe in nex Q is loss making coz its very tricky..

Close shop? They have many top international brand clients from camera, HDD, auto sectors. Can't imagine they lost them all. In fact I wonder why all these top brands go to Notion. Cox they are the No. 1 in this field.

Loss making factor is the hedging of usd. But it's going to over soon.

Profit making factor will be USD/RM and the end of hedging loss.

NTA posted is 1.08 but I think the real NTA is 1.20. Valuation is at bottom after few Q negative results. With good expectations coming soon, it shouldn't priced at 40 cents. Thanks to tcf :)

Haha.. but don't sailang la.. Coz this counter need time. Jz don't know when. But within 8 month time should have some handsome profit?

Stock

2015-10-11 11:58 | Report Abuse

This year agm was in march. Maybe next year around the same time. Anyway let's see the results 1st for 2 more Q.

Stock

2015-10-11 11:53 | Report Abuse

Yup, they cut pay in previous year. But then increased it back in this year agm. Hope that they did so as they think they can justify it with showing us some good results soon.

Not sure if my current holding is enough as one of the 30 largest shareholders. But i have some friends have some certain amount as well. If next yr performance not up to expectation, let's join minority force to voice against the remuneration lo and f them in agm. Cannot jz keep quiet right.

Stock

2015-10-10 09:38 | Report Abuse

we might see tcf keep selling more, but i believe that is a con show

Stock

2015-10-10 09:36 | Report Abuse

anyway, i have some more to collect. in case got ppl like to play it down, lets grab ticket together lo.

Stock

2015-10-10 09:35 | Report Abuse

i play dslr camera, its current function and play is way impossible to be matched up by phone camera for now. but yea, far in future, who know phone may replace dslr, or perhaps watch may replace both of them? but that is too far to consider for me.

i see u are one of the big shareholder. glad to hear that u also think that the profit amount is achievable. let's say the profit is 35 mil, that also means its eps is 13 cents, which means its share price can be 1.17 for PE at 9, and 1.30 for PE at 10.

lets see how we walk through the challenge we might face in the coming Q results.

Stock

2015-10-09 17:20 | Report Abuse

camera is not a sunset industry. ppl buy car, phone, watch etc and change them when they are spoilt or when they wan a new model with better performance. jz that the demand is saturated, thus the sales is not as good as it used to be few years ago when it's blooming. phone may hammer normal digital camera sales but not dslr camera. looking for answer from figures, good thing is that the demand of camera parts is getting stable. though it is not comparable with previous years but i am happy enough. it will continue to serve the company for some substantial revenue and profit. i don't really hope for growth in this section.

i hope hdd section can grow. nowadays data storage is growing in commercials. in this era, there are more data to store, data files are getting bigger, the need for data backup, i see more hdd are needed.

and i see there is space for growth in auto section as well.

back to camera sales, short term wise, i mean for the coming Q, as sep is the traditionally good month for notion camera part export, so i not worry about it. i forsee the camera parts sales should be same as previous Q which is good enough. if come to worse, might only have max 5% of decrease in sales in camera parts.

but then, i like to point out for this coming Q, sadly, it may post a negative results due to forex loss in usd hedging again, probably nett loss at negative 5 mil or even more if they wan to make it look more ugly than it is.

if happen to be like wat i said, there is no need to be panic or worry. check back their price movement history, notion was posted with some negative results for last few Q, but they barely moved as the valuation is at the bottom.

but i not sure about this time, as there is possibility some ppl might intentionally weaken the price to shaken off the weak holders for collection. if u like to win this big (which i see can be really BIG), u need to be patient. so u can last there to see the rainbow after the rain.

probably nobody will shaken the price, or price may go up before the results, or price may go up regardless of negative results (jz like unisem and evergreen when they announce the last bad quarter). it's kinda tricky...

jz my speculation only.. dont blame me for anything xD

anyway no harm to prepare for anything..

Stock

2015-10-07 22:23 | Report Abuse

sleeping beauty =)

Stock

2015-10-02 17:37 | Report Abuse

Btw.. most existing shareholders are trapped at high price since years ago when the company acquired loss from the mining stock and hedging.. psychologically, they are not looking for exit at 40 cents or below. Most of them won't bother. Right? This is not efficient.

Stock

2015-10-02 17:23 | Report Abuse

I wana share.. for ikan bilis sake..

If u not patient or weak heart better don't touch this or too much. We don't know what they will do next for collection. Once they collected enough only then they will be happy to act.

If u believe ur analysis, you are patient and have faith to it should u hold and fight till the end.

To be fair.. the stock was made known to some investors who have some weight.. and tbh I know there is 1 famous blogger is accumulating it while few more bloggers were introduced too. Most of them know have to wait for probably another half year. I believe they will buy as well whenever they make the price weak for collection.

Think carefully. Judge by urself..

Stock

2015-10-02 09:33 | Report Abuse

this is their family business, if wan to throw, won't throw to us, it's either to his brothersss in law or operator.

Stock

2015-10-01 16:44 | Report Abuse

I also hope they faster start the party after collecting enough volume

Stock

2015-09-28 16:45 | Report Abuse

i know some investors may wan to cash out and in later.. i was thinking about that too.. but then finally i decided to hedge put warrant if index drop badly.. buy as insurance..

Stock

2015-09-28 16:41 | Report Abuse

i know what to believe, and make my own judgement. everyone should as well.

my notion investment is firm, for now. only thing i worry now is the weak sentiment, i hedging some put warrant as part of risk management. jz in case market gets uncontrollable. jz for sharing.

Stock

2015-09-23 13:42 | Report Abuse

I will stay tune for I believe it's fundamental and secondly I think show is coming soon.

Stock

2015-09-23 11:48 | Report Abuse

Haha.. as I said. It really looks like pre-arranged transaction. Only those who watch Notion everyday for many months would know. So far only Val elta and I see it, serious meh?

Stock

2015-09-22 23:27 | Report Abuse

i'm confident it's pre-arranged transactions. and rarely got big buyer appear in notion, buying like this, 3.3 mil shares.

Stock

2015-09-22 23:22 | Report Abuse

matched the little one i queued in the afternoon. but those i add on in the end, didnt match..

Stock

2015-09-22 21:01 | Report Abuse

After I queued some significant amount at 40 cents i nvr get it. Nobody choose to sell it to me.

Stock

2015-09-22 20:58 | Report Abuse

My pocket small. Cannot afford 3.3 mil of shares purchasing for notion. Must be someone rich or funded.

Stock

2015-09-22 20:57 | Report Abuse

Wat do u think.. somebody selling for 2 mil shares. Total selling it created is 3.3 mill shares (1.3 from ikan bilis) and got 3.3 millions share buyer. This buyer.. is not me and not u.. I didn't buy so much xD

Who ya?

Stock

2015-09-22 19:58 | Report Abuse

:)

hehe.. let's think critically k.. u will find it amusing..

then u will have this idea - maybe he passed it to operxxxx/syndxxxxx.

firstly, i also observed it from the morning, before i read what val-elta had mentioned, that there were too many suspicious transactions. and i saw it too, obviously. most are prearrange transactions, somebody queued to buy i.e. placed in the buy order 1st then only selling took place. i repeat, queue to buy was ordered 1st, and then somebody sold it, well its our mr TCF. mostly at 40 cents. it's amusing there is a particular buyer available at all time keep queuing and refresh it and a particular seller keep selling to meet the buyer requests at all time. this is not normal.

and secondly, he eager to make the announcement as it like want everyone to know about it right away, usually i don't see shareholders announce the selling so fast, on the day itself! abnormal too.

val-elta, if ur company will earn money and share price will surge soon, will u sell the shares? it doesnt matter if u are the chairman or not, would u wan to sell? off market transaction is available anytime and some more price are negotiable. unless they are poor, i believe the rest of the shareholders want the portion he selling. there is only 1 reason why a shareholder dont want to do it off market way, because dont wan to have anybody to trace it.

disclaimer: it's jz my speculation.. so judge it by urself.. if u have any observation or opinion plz share it too, sharing is necessary and sometimes crucial esp among ikan bilis, this is what this ikan bilis club should do. i glad val-elta always is here, he is like a ikan bilis papa.

Stock
Stock

2015-09-22 15:09 | Report Abuse

this stock as i see it can reach around 2.40 if u wan

Stock

2015-09-22 15:05 | Report Abuse

if u push, i will also follow u ma. which i did all the time when u push to 48

Stock

2015-09-22 14:49 | Report Abuse

come come, fight for tickets, queue bit more. i been waiting this cheap also. thanks a lot

Stock

2015-09-22 14:48 | Report Abuse

aiyoo sharks sharks, u forgot to cover the notion warrant.. too obvious la xD

Stock

2015-09-22 14:37 | Report Abuse

look how sharks play ;)