auditorandconsultant

auditorandconsultant | Joined since 2020-10-18

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Stock

2021-03-12 17:16 | Report Abuse

Pretty Life, if you do not believe just sell or leave here

Collectively, my comrades and myself have around 29%. Please note that we combined with those who also bought WA long time ago

Those who join us are veterans and experienced investors.

We all will vote against if BIMB did not revise the final redemption price after reading our letters to them.

我今天收到有关 CCM 的信件,我必须在此向大家厘清以下迷思,以免大家被有心人故意在 i3investor 散播的谎言所误导:
1) 在31号当天早上召开的 EGM 股东大会里,股东们不可以反对凭单的资金回退,即 CCM 会议的进行。
2) 一旦 CCM 的特别议案无法获得通过,即无法获得出席会议的超过 75% 凭单数量支持,整个重组计划就会胎死腹中,因为集团无法取得高庭的批准,以进行接下来的重组步骤。
由此可见,我们的胜算极高,这也是为何我完全没有担心取不会钱的缘故。

Stock

2021-03-12 15:57 | Report Abuse

I will write only based on two conditions

Did u read

1) Veterans ask for help
2) i3 Commentators keep on misleading people and cause losses to retail investors

Stock

2021-03-12 15:49 | Report Abuse

我今天收到有关 CCM 的信件,我必须在此向大家厘清以下迷思,以免大家被有心人故意在 i3investor 散播的谎言所误导:
1) 在31号当天早上召开的 EGM 股东大会里,股东们不可以反对凭单的资金回退,即 CCM 会议的进行。
2) 一旦 CCM 的特别议案无法获得通过,即无法获得出席会议的超过 75% 凭单数量支持,整个重组计划就会胎死腹中,因为集团无法取得高庭的批准,以进行接下来的重组步骤。
由此可见,我们的胜算极高,这也是为何我完全没有担心取不会钱的缘故。

Stock

2021-03-12 15:48 | Report Abuse

我今天收到有关 CCM 的信件,我必须在此向大家厘清以下迷思,以免大家被有心人故意在 i3investor 散播的谎言所误导:
1) 在31号当天早上召开的 EGM 股东大会里,股东们不可以反对凭单的资金回退,即 CCM 会议的进行。
2) 一旦 CCM 的特别议案无法获得通过,即无法获得出席会议的超过 75% 凭单数量支持,整个重组计划就会胎死腹中,因为集团无法取得高庭的批准,以进行接下来的重组步骤。
由此可见,我们的胜算极高,这也是为何我完全没有担心取不会钱的缘故。

Stock

2021-03-12 15:43 | Report Abuse

I think a lot of investors are still selling shares non-stop

Everyone, please just hold tight and continue to buy.

Do not worry

Stock

2021-03-12 15:40 | Report Abuse

Ular no need to worry too much

We did a lot of things and we just did not announce over here.

Already conveyed our message to Those Charged With Governance and we did things beyond the necessary

Just need to wait for the MONEY MONEY

Whoever not believe, please SELL your tickets. That's all.

Stock

2021-03-12 15:40 | Report Abuse

Ular no need to worry too much

We did a lot of things and we just did not announce over here.

Already conveyed our message to Those Charged With Governance and we did things beyond the necessary

Just need to wait for the MONEY MONEY

Whoever not believe, please SELL your tickets. That's all.

Stock

2021-03-12 14:14 | Report Abuse

Those who are fearful of losing money.

You are most welcome to sell your warrant now.

As of now, my big gangs have in total 29% stakes (collectively). We have sufficient tickets to VOTE AGAINST this special resolution already in the CCM

If you feel like we are bringing you people to HOLLAND, please SELL

I repeat, PLEASE SELL if you are fearful.

I am very happy to collect even more. Please SELL yeah because last time Pretty Life said I bring people to HOLLAND.

So now, I just let Pretty Life Win.

OKAY, please SELL if you are FEARFUL about the deal off after the CCM.

Stock

2021-03-12 14:13 | Report Abuse

Those who are fearful of losing money.

You are most welcome to sell your warrant now.

As of now, my big gangs have in total 29% stakes (collectively). We have sufficient tickets to VOTE AGAINST this special resolution already in the CCM

If you feel like we are bringing you people to HOLLAND, please SELL

I repeat, PLEASE SELL if you are fearful.

I am very happy to collect even more. Please SELL yeah because last time Pretty Life said I bring people to HOLLAND.

So now, I just let Pretty Life Win.

OKAY, please SELL if you are FEARFUL about the deal off after the CCM.

Stock

2021-03-12 14:13 | Report Abuse

Those who are fearful of losing money.

You are most welcome to sell your warrant now.

As of now, my big gangs have in total 29% stakes (collectively). We have sufficient tickets to VOTE AGAINST this special resolution already in the CCM

If you feel like we are bringing you people to HOLLAND, please SELL

I repeat, PLEASE SELL if you are fearful.

I am very happy to collect even more. Please SELL yeah because last time Pretty Life said I bring people to HOLLAND.

So now, I just let Pretty Life Win.

OKAY, please SELL if you are FEARFUL about the deal off after the CCM.

Stock

2021-03-12 13:46 | Report Abuse

Those who are fearful of losing money.

You are most welcome to sell your warrant now.

As of now, my big gangs have in total 29% stakes (collectively). We have sufficient tickets to VOTE AGAINST this special resolution already in the CCM

If you feel like we are bringing you people to HOLLAND, please SELL

I repeat, PLEASE SELL if you are fearful.

Stock

2021-03-12 13:46 | Report Abuse

Those who are fearful of losing money.

You are most welcome to sell your warrant now.

As of now, my big gangs have in total 29% stakes (collectively). We have sufficient tickets to VOTE AGAINST this special resolution already in the CCM

If you feel like we are bringing you people to HOLLAND, please SELL

I repeat, PLEASE SELL if you are fearful.

Stock

2021-03-12 13:35 | Report Abuse

All talk nonsense until I also cannot TAHAN already.

FYI, in a total of 2 big gangs of Warrant Holders, we have around 29% out of the total Warrants.

Just inform you people, whoever is fearful about the collapse of the Internal Reorganisation or the SOA, please feel free to sell now.

In around 29%, we are going to VOTE AGAINST the special resolution of RM0.38 redemption value of BIMB WA.

We will only allow the plan to pass through resolution provided the Price of BIMB WA is adjusted upwards.

We have planned for this Arbitrage Trading since March 2020. We will not compromise if there is no room for negotiation to adjust the price upwards.

Whoever feels doubts about what I said here, can you please sell more? Thank you.

Stock

2021-03-12 13:34 | Report Abuse

All talk nonsense until I also cannot TAHAN already.

FYI, in a total of 2 big gangs of Warrant Holders, we have around 29% out of the total Warrants.

Just inform you people, whoever is fearful about the collapse of the Internal Reorganisation or the SOA, please feel free to sell now.

In around 29%, we are going to VOTE AGAINST the special resolution of RM0.38 redemption value of BIMB WA.

We will only allow the plan to pass through resolution provided the Price of BIMB WA is adjusted upwards.

We have planned for this Arbitrage Trading since March 2020. We will not compromise if there is no room for negotiation to adjust the price upwards.

Whoever feels doubts about what I said here, can you please sell more? Thank you.

Stock

2021-03-12 13:34 | Report Abuse

All talk nonsense until I also cannot TAHAN already.

FYI, in a total of 2 big gangs of Warrant Holders, we have around 29% out of the total Warrants.

Just inform you people, whoever is fearful about the collapse of the Internal Reorganisation or the SOA, please feel free to sell now.

In around 29%, we are going to VOTE AGAINST the special resolution of RM0.38 redemption value of BIMB WA.

We will only allow the plan to pass through resolution provided the Price of BIMB WA is adjusted upwards.

We have planned for this Arbitrage Trading since March 2020. We will not compromise if there is no room for negotiation to adjust the price upwards.

Whoever feels doubts about what I said here, can you please sell more? Thank you.

Stock

2021-03-12 12:15 | Report Abuse

刚才早上很快,大家推高到RM2.08, 不过有很多人贪小便宜,卖了套利,这样投机的方法,我保证他们会后悔。由于他们投机的行为导致股价下降到RM2.05, 大家前进的速度变慢了。

大家继续加油。希望今天关市价格能够至少RM2.10。我会继续爆更多的料。

目标价格是RM3.00

It is a disappointing fact that there were many speculators who short sold their shares this morning and caused significant decrease of share price from RM2.08 to RM2.05 which defeats our common goal of fighting and pushing the price to RM2.10 by end of today.

I assure that they will regret for their actions. I will not disclose further now. But I could say, there are many syndicates start collecting already.

Please continue to hold and keep buying if you could.

TP for this share by end of March 2021 = RM3.00

Stock

2021-03-12 09:28 | Report Abuse

RM2.07 already at 9.27 AM

Please continue. If can, fight for RM2.20

If RM3.00 by end of this month, I promise will come out with Financial Planning and Analysis PLUS Doing Market Position Analysis using PESTEL and Different Model

Stock

2021-03-12 09:21 | Report Abuse

运幄为筹,决胜千里之外。

三军在上,全部驰骋沙场。

我叫我的各路人马,冲了。

good luck everyone. I have already sent out invitation to all my fellow comrades and heroes to go for the buying spree and hopefully by end of this month, RM2.50 at least can be achieved.

Do not wait already.

Stock

2021-03-12 09:11 | Report Abuse

Very very good performance in this early morning.

10 March 2021 - RM1.95 rose to RM1.97
11 March 2021 - RM1.97 rode to RM2.00
12 March 2021 - RM2.00 rose to RM2.05 (at 9.10 AM)

If today closed at RM2.10, I will disclose more good information where most people do not know.

大家加油一起购买推高,如果闭市价格是RM2.10,我会一直爆料。目的是要大家赚钱。

Stock

2021-03-12 06:16 | Report Abuse

Please continue to buy.

I will continue to write on why Thong Guan is special if compared to its peers (those who do the same activities).

I will continue to write about the good and stronger point either later this afternoon or during this weekend.

Hopefully everyone will be more confident and will not easily be emotionally influenced to sell his or her shares at lower price due to the recent fluctuation in share price

Please continue to BUY and HOLD

FYI, the bosses have already taken more and more action already.

It is time to rebound in view of Thong Guan's share plummeted from RM3++ to RM2.00

If you sell, you will regret later. If you continue buying for maybe a Long Term or Mid Term, you will be rewarded with very good return later.

HUAT AR!

Stock

2021-03-11 18:32 | Report Abuse

Today good closing price.

Tomorrow buy more. If Sharks dump, we collect more. Surely this will rebound.

Stock

2021-03-11 14:23 | Report Abuse

Please buy now before it is too late. I was with KPMG many years ago (around 9 years ago) and was exposed to Thong Guan Business Operations. So I trust Ang's families and their capabilities. Please buy before Sharks are buying. This is 100% a good counter. Hidden Gem and Diamond. Remember, Share Price is an indicator of future growth and development of Thong Guan

Stock

2021-03-11 11:46 | Report Abuse

The reason why I said RESIN price increase is Good For Thong Guan
Because Thong Guan has its special way to control the cost.
The increasing price of Resin will help to eliminate Weak Industry Player.
It is good to turn Threats Into Thong Guan's weapon to defeat its competitors

孙子兵法,Ang See Ming 用得妙啊,把危机化为转机。高招!

树脂价格在去年5月触底后持续增长,低密度聚乙烯(LDPE)、直链状低密度聚乙烯(LLDPE)和高密度聚乙烯(HDPE)价格在这段期间依序大涨81%、47%和48%。鉴于通源工业树脂成本控制有方,树脂价格上涨并未完全成为其成本负担。

该公司分别在美国和中东以低于现货价格的水平购入LLDPE及LDPE,并改良旗下产品的树脂组成部份,以减低成本,同时仅在必要时才在现货市场采购。

另一边厢,目前的拉伸膜(SF)和垃圾袋订单可让公司忙2个月,而过去通常只是预先接到未来1个月的订单,这归功于本地和欧洲客户在扩张业务的同时增加采购拉伸膜,以及日本客户为避免农历新年期间缺货而增加垃圾袋库存。

通源工业也观察到其快递袋订单有所增长,并寄望快递袋订单在今年杪能翻倍至1万4000公吨。分析员指出,快递袋业务的毛利率约20%,高于公司整体毛利赚幅的17%,并为美国大型电商客户提供服务,因此该业务有望实现增长。

预计,拉伸膜业务在2021财政年的营业额贡献将从目前的40%,提高至46%;而快递袋业务的营收贡献则从目前7%至8%,涨至9%。

相信高档拉伸膜和快递袋业务增长,预示著通源工业转型到价值驱动型业务进展良好,而高档产品组合增加有助于该公司把毛利赚幅至少维持在16%,而核心净利赚幅也能维持在7%至8%之间。

Stock

2021-03-11 11:41 | Report Abuse

Got money all earn together mah

Maxpower, you sure HUAT CHAI

I also hope everyone HUAT CHAI

Stock

2021-03-11 10:52 | Report Abuse

Everyone please continue to buy, the price is going to skyrocket soon

Thank to the sharks who threw tickets recently and so sorry to retail investors who could not hold their tickets tightly.

Hoseh liao ...

USD is gradually recovering and resin price is increasing soon.

Good for Thong Guan

Please be patient with the Myanmar's operation. According to the top management, just a bit delay and I believe Myanmar government (be it a democratic leader or military power), they also would not want to kill their economy.

Future estimated revenue generated from plant in Myanmar = RM150 million

Believe in Thong Guan, this is the point to collect more.

Focus on the long term plan for Thong Guan's plan in Sungai Petani of 16 acre Plant which will be able to generate 1.0 billion revenue.

As per Mr. Ang See Ming, the plant will be ready in full operation by year 2026.

Buy Call. You will regret if you sell Thong Guan share because of temporary fluctuation in price.

Hold tight and wait for the price to skyrocket.

Stock

2021-03-10 10:33 | Report Abuse

Thong Guan fundamental has never deteriorated.

The Group will be improving from days to days. Do not worry.

USD will eventually be appreciating. Just hold your ticket tight.

Have faith in the Technology used by Thong Guan Group which will then enhance efficiency by reducing cost of material.

The price will increase eventually. Do not be shaken because of Sharks' dumping tickets.

Stock

2021-03-10 10:26 | Report Abuse

Good one Thong Guan.

Let's unite all value investors who focus on Long Term and Fundamental Investment

Trust me, just hold your tickets tightly and do not fall into Victims of Syndicates or Sharks.

Just hold it and eventually the price will rebound to RM2.50 and above

Stock

2021-03-09 18:19 | Report Abuse

Can collect and accumulate now

@Maxpowar, It is happy to know that you are a long term value investor also

Believe in this counter.

I was once an auditor of Thong Guan Group few years back when I was with KPMG, the auditors and reporting accountant of Thong Guan Group. I had witnessed their financial data and understand their business before many years back.

This is definitely a hidden gem. I hope that Thong Guan's price will plummet more. Because I would like to get more and more.

By the way, the Internal Reorganisation mentioned by Devotee_Of_C_Munger is quite sensical and I have been observing this for quite some times already.

Just hold for long term, this is a good counter to earn big money in long run.

Stock

2021-03-07 21:24 | Report Abuse

基于一些害群之马一直给我莫须有的罪名,

小弟从此封笔。

以后还有更多的消息一律,我只会跟几个志同道合的股友一起学习和分享。不会对外开放了。

不瞒大家说今年年底还有几个套利arbitrage opportunity, 不过小弟真的决定封笔。

除非有特殊情况,如一些股市老前辈的一些要求,或者可以帮助散户不被大鳄误导。

封笔了,绝笔了。

Stock

2021-03-07 21:22 | Report Abuse

你应该是Doctor Lim的孩子吧

想多了,想想下一个套利机会吧。

基于一些害群之马一直给我莫须有的罪名,

小弟从此封笔。

以后还有更多的消息一律,我只会跟几个志同道合的股友一起学习和分享。不会对外开放了。

不瞒大家说今年年底还有几个套利arbitrage opportunity, 不过小弟真的决定封笔。

除非有特殊情况,如一些股市老前辈的一些要求,或者可以帮助散户不被大鳄误导。

封笔了,绝笔了。

Stock

2021-03-07 18:01 | Report Abuse

大家真的不必太担心。

一起加油,为了自己的权益,记得反对无良庄家提出的RM0.38贱价。

这个议案不会失败的,80 仙回收价格才能合理。

一起投反对票就是。

可能当中过于担心的可以卖了吧,反正现在的价格和回收价格不会差很远。

大家一起发大财,一起反对贱价回收,一起争取更高的价格!

Stock

2021-03-07 18:01 | Report Abuse

大家真的不必太担心。

一起加油,为了自己的权益,记得反对无良庄家提出的RM0.38贱价。

这个议案不会失败的,80 仙回收价格才能合理。

一起投反对票就是。

可能当中过于担心的可以卖了吧,反正现在的价格和回收价格不会差很远。

大家一起发大财,一起反对贱价回收,一起争取更高的价格!

Stock

2021-03-06 13:31 | Report Abuse

怎么要想到那么复杂吧exercise price 4.72 也搬进来谈

都没那么复杂的,这个exercise price 跟这个套利没有太大的关系

请简单化投资事情

31号直接选择。投通过还是反对就好。不用那么烦恼

Stock

2021-03-06 13:28 | Report Abuse

It is just a matter of how determined we want to fight for better price

法律也是这样的,只要有一个先河,接下来的就容易成立

你一直泼冷水,是什么居心啊

你如果真的那么怕死,真的不适合玩这个,就像Jolin说的,你放去FD吧,这个是股市,如果风险都拿不起。我们要的是惊喜

怕的人可以现在卖掉就不需要担心那么多

Stock

2021-03-06 13:18 | Report Abuse

KYY was successful in getting higher return at last even though he only had around 10%

Stock

2021-03-06 13:17 | Report Abuse

0.80 is a reasonable price taking into consideration the intrinsic value of WA

Need to take care of those who bought at higher price

The best solution is to vote against and threaten BIMB to offer higher price

Same case happened back in Many years ago when KYY Bargained and fought for higher redemption price for the Transwind plantation

Stock

2021-03-06 13:11 | Report Abuse

No matter how majority investors will still give it a try

No harm to vote against if the price remains at 0.38

Need to consider those who bought the wa above 0.60 and opportunity cost for foregoing the conversion till maturity

I will give it a try. If at last fail, also does not matter because I have already tried.

Stock

2021-03-06 11:25 | Report Abuse

我还有一些消息,我也不想说了

总之,还会有很多大风大浪,你们如果怕泡汤的可以走人。

Stock

2021-03-06 11:24 | Report Abuse

首先原本真的应该是17号

这是管理层从中作梗

再来我说的4/5 号出notice 也是不争的事实

再来我说的31号ccm 是个不争的事实

你们如果那么怕,可以不投反对票。

反正这个重组一定不会失败。

Then the redemption is not from the company

请问你company level of BIMB holding 只是一个IHC 怎么有那么多资金买票?

用头脑一下,况且announcement 已经出了是based on Group reserve

不懂英文吗?

那么怕死真的不适合玩这个arbitrage

Stock

2021-03-06 09:39 | Report Abuse

Now there might be internal conflict between PnB, EPF and TH, which is evidenced by their recent disposal of stakes in BIMB

Based on my experience handling IPO and corporate exercise, this internal reorganisation will not be failed

BIMB will be giving us a good compensation because they could not risk taking that there are >25% voting against the resolution

I believe there are many people who will question why bimb set 0.38 when they can pay higher

The answer is simple,TB is selfish, they wanna collect more which is evidenced by last Friday big collection of Wa

My two cents

以其杞人忧天,不如你们卖出来吧,我朋友们排队要买,你们怕死的怎么那天拜一0.375 的时候不果断卖掉

我觉得很多都是投机客,甚至很多都是玩contra 或借Loan 来玩这次的套利,(变成赌博了),如果是这样,你们应该不适合玩这一类的套利,因为接下来会有更大风风雨雨,风浪很大,投机客和赌博性质的你们,承受得住吗?

Stock

2021-03-06 09:32 | Report Abuse

This only means the issuer is worried of us who combine as a big power collectively

My question to some worried investors,

Since they are worried about the failure of the deal or corporate exercise, or withdrawal from this game,

Why don't they sell their Wa now, there are a lot of people queing everyday to wait for collection of BIMB WA

I believe many people are not Value Investors, they only speculate and they are worried they will be facing big Financial problem if the deal is off.

Stock

2021-03-06 08:48 | Report Abuse

It is a win win situation and I would like to urge everyone to fight and vote against

Definitely, Tabung Haji who is in dire need of funds will be taking this opportunity to ask for fund legally.

For your information, it is not from Company fund, it is from the group. Please read properly. And remember substance over form. Do not play with wording game. I have been in professional accounting and consulting line for more than 10 years. Use your brain please, how you aspect an investment holding Company to pay using it's own fund when the main activities that generate income is from its subsidiaries, bank Islam and takaful

Extract from announcement,

On behalf of the Board, Maybank IB wishes to announce that the Board has today (“Warrants Consideration Price-Fixing Date”), resolved to fix the Warrants Consideration at RM0.38 per Warrant, based on the five (5)-day VWAP of the Warrants up to and including 25 February 2021, being the last market day immediately preceding the Warrants Consideration Price-Fixing Date. The Warrants Consideration has been fixed today after taking into consideration the availability of internal cash reserves of the BHB Group to settle the Warrants Consideration.

Stock

2021-03-05 17:34 | Report Abuse

I agreed with the proposal to vote against the proposed price of RM0.38 which is too low and the sudden announcement last week was really ridiculous.

I will be asking all team members to vote against this during CCM.

RM0.80 is minimum price is acceptable.
Of course, I would be happier if BIMB could redeem WA from me at RM1.00 and above.

Stock

2021-03-05 17:33 | Report Abuse

I agreed with the proposal to vote against the proposed price of RM0.38 which is too low and the sudden announcement last week was really ridiculous.

I will be asking all team members to vote against this during CCM.

RM0.80 is minimum price is acceptable.
Of course, I would be happier if BIMB could redeem WA from me at RM1.00 and above.

Stock

2021-03-04 12:36 | Report Abuse

Even if BIMB wanna change again, the latest CCM must be held is 90 days after the Court Order Date on 4 Feb 2021, i.e. the CCM must be held lated by 5 May 2021

Stock

2021-03-04 12:36 | Report Abuse

Even if BIMB wanna change again, the latest CCM must be held is 90 days after the Court Order Date on 4 Feb 2021, i.e. the CCM must be held lated by 5 May 2021

Stock

2021-03-04 12:02 | Report Abuse

I had just called and spoken to the PIC from Boardroom and I have been informed by the PIC that most likely the Notice for the Court Convened Meeting will be announced and released by end of today or tomorrow.

For further question, please call to Boardroom Share Registrar at 03-7890 4700 (Please look for PIC handling BIMB Holding Matter)

I checked with them 5 times.

Expected notice to be circulated on CCM matter: 4 March 2021

Date of CCM: 31 March 2021

Stock

2021-03-04 12:01 | Report Abuse

I had just called and spoken to the PIC from Boardroom and I have been informed by the PIC that most likely the Notice for the Court Convened Meeting will be announced and released by end of today or tomorrow.

For further question, please call to Boardroom Share Registrar at 03-7890 4700 (Please look for PIC handling BIMB Holding Matter)

I checked with them 5 times.

Expected notice to be circulated on CCM matter: 4 March 2021

Date of CCM: 31 March 2021

Stock

2021-03-01 12:03 | Report Abuse

Please call to Boardroom Share Registrar at 03-7890 4700 (Please look for PIC handling BIMB Holding Matter)

I checked with them three times.

Expected notice to be circulated on CCM matter: 4 March 2021

Date of CCM: 31 March 2021

As to why the Price Fixing Date had been made earlier to 26 Feb 2021. I do not need to point out so clear. You people smart enough to know. Tactic la because worried retail investors buy non stop and push the price to RM0.500 and above.

Now sharks collect non stop. The best way is to continue buying and holding as long as it is below RM0.380

Stock

2021-03-01 12:02 | Report Abuse

Please call to Boardroom Share Registrar at 03-7890 4700 (Please look for PIC handling BIMB Holding Matter)

I checked with them three times.

Expected notice to be circulated on CCM matter: 4 March 2021

Date of CCM: 31 March 2021

As to why the Price Fixing Date had been made earlier to 26 Feb 2021. I do not need to point out so clear. You people smart enough to know. Tactic la because worried retail investors buy non stop and push the price to RM0.500 and above.

Now sharks collect non stop. The best way is to continue buying and holding as long as it is below RM0.380