The rocket is shooting now , still has lots of fuel !

It's quite important to discuss all these so that we can estimate the forward earning of year 2014 and on ( not this coming Q4 ).

Huangbk72

yes I would expect the gross profit to improve as well but if % increase in rev. is much higher than the increase in cost of distribution it would be better, right ?

No doubt NFI can improve the sale because of its quality but if the cost of distribution cannot be reduced the increase in rev. will not going to contribute much in its net profit. Calvin have you checked with the management about this ?

Yes I like it also, with or without payout just wait after Q4,but for long term holders please note that it'll be a long lo........ong wait before the choco business can contribute significantly.

No wonder Magni today makes a big move. like !

Pradeep Tguan moves up nicely hope you still keep the shares as I know we are the diehard for Tguan.

Hi Dan, I didn't do much I just asked you to take a look of YOCB ,you should thank yourself for picking it up, anyway I'm happy the price is up.

Then sapu at 17.5

Logically there will be a pay out cos the 70% share holder need cash and cannot offer loan stock like LA,LB or LC anymore to PMC ,

I not only look for NNWC must be higher than the share price but also pay more attention to the finer point that the value must be the continuously increased and I find KSL has its NNWC increased continuously quarter by quarter. I feel that KSL has the potential to have a better price.

Mike I'll wait and see, do not mind to loose back a few sen that's why I am watching to see whether it can hold at this level or not.

That I have no doubt, but at the moment I think is still an asset play so if it can stay at this level for a while there's a good chance for it to move up, anyway I have profit of 14 sen (thanks ) from the first round and I can afford to wait.

If its can stay at this level for some time perhaps the game is not over.

If the bus is kept in this speed it'll reach its destination.

So with KSL , such a good Q3 up only 1%

Just hope that price can be maintained at this level for a few more days otherwise the game may be over.

The price adjustment will surface today, if not it's just crazy.

Yes i agree we have feeling so I keep reminding myself that if I don't miss this I may not gain in other counters like Hauyang , multico, tanbun.. and many others.

Don't feel bad when you miss , I let you know the big one that get away from me: I bought yinson @ .90+, sold @ 1.80 + ( double bagger ? ), Who know that it can move up to 6.00 ?

Have faith in Kfima, in fact I added some @ 2.05 last week.

It gaps up on its strong Q3 result.

Since it's for long term I might as well wait for the market to crash first before I buy in.

For the immediate gain in this play it depends on the corporate manipulation , the food business can only tells us that the comp. is not bleeding, hopefully can improve slowly.

Good ! show your colour Kfima .

About NNWC ,the finer point is to look into the continuous increase in its value.

Went in again @ .27 , will hold tight !

It means negotiation is in process, there's hope for higher offer.

Same with you KC, but I'm still holding it tight.

Ah, you talk of profit now . did I ask you to estimate its profit ?

Poh Kong broke out with good volume, hope it'll continue on Monday.

OK, I know Calvin will not give the direct answer, but at least you all can estimate yourselves . So just let's be aware that it can take much longer than we can expect to reach the destination based on its food business alone. But it does not mean that we can't play this counter it may give us substantial gain depending on its corporate manipulation. I'm waiting to go in for the second round. Calvin, thank you for my first round profit.

Calvin, one simple question, can you just estimate PMCORP NPAT for the years to come with the assumption of 10-fold increase in its revenue ?

How much should I buy back during this correction ? I have this to consider, depending on its food business and assuming its profitability increases ten folds and its revenue grows also ten folds ,its final EPS will be 0.5 sen only. Mind you that this is a very liberal assumption.

If you read my earlier post you can see my reasons.

I cleared my holding at .34 minutes before it dropped further but I'm still watching it closely hoping to buy back if it drops further.

I picked it up at 0.54 and it has reached my TP of .91 but I'm not selling as I think it has more room to move up though it may not be immediate.

I don't have barakah so I can't make comparison but YOCB to me is a good investment as my holding cost is only 0.54.

The trouble is it can't drop too low , else it would be a good buy.

That's why I sold all my holding as I expect 2014 EPS to be around 26 sen.

If movement is so certain then play the other way buy at support sell when gaps up.

As I said before there are lots of stale bulls at this level and it'll have to clear all in order to rise further.

If it's for long term wait until market makes a strong correction first.

If you start from zero you should be happy if you can touch 4 digit dividend, never mind you can't reach 5 digit at least you can have a target of another digit up and that will be good enough.

If you pick a growing money making company with the forward PE around 5 ,it's hard to go wrong.

Every stock I picked I always considered the risk to reward ratio, to me Fitters risk side is quite limited and the reward, you guess ?

Dluckyguy you are rihgt even when you come from HK the price is 0.40 for the short term price of Pmcorp does not depend on its chocolate.

The 1 sen up or down cannot be considered as price movement it should be taken as drifting sideway .

Yes I agree that the 152M is not the cost I'm taking the worst case assuming that it is the cost actually it should be much less.

If you check the BS the investment in control entities is 152M assuming that this is the cost of KESAS investment then the gain will be 98M giving the EPS of 17 sen extra .