Pnag72 I don't think the stock price can cross 3.00 before the details of RPT are revealed.

New Toyo, listed in SG , the holding company of TIENWAH has been steady in terms of share price. This is a clear indication that the share price collapse in Tienwah was caused by shareholders in Malaysia.

MKH Plantation division contributes around RM 36 million of profit, inclusive of RM 27 million of FOREX gain. Removing forex gain, plantation contributes only RM 10 million. If we consider for the whole year, probably RM 20 million. If we take into consideration better CPO price as well as better FFB production due to trees entering prime age, we probably reach RM 30 million a year from the plantation division. Depreciation and Amortization is around RM 10 million a year. Add that back as well we will get RM 40 million. I don't think the plantation division can be listed for RM 1b. A more realistic number will be RM 600 million.

Jayloh. The deal maker is Rozali. If he says RM 200 million, then RM 200 million. If he says RM 300 million, then RM 300 million. Since he wants the deal to happen, nobody will date to vote against his wish. Both Puncak and Triplc are nothing without him.

Buddyinvest 6.00 is insane. You can forget about it.

r°Moi Yes, the deal will be beneficiary to Puncak as well, 25 years of concession.

Now 2.2

NTA will be more after land disposal completed.

This stock is in berserk mode because breaking all time high of 1.91 yesterday. Now anything can happen.

r°Moi The selling price probably depends on how well Rozali manage to explain the nature of concession assets of Triplc. Let's wait for 2 more months. I hope Puncak take the whole company rather than just the concession.

I am not sure if after this RPT Puncak would then approach Menang for their concession assets as well. These are just like tolls but people are not aware of it and therefore less social pressure.

r°Moi If I can have the whole company, I will pay 240 MILLION. I bet you too. Problem we will not be able to get control of the company. Puncak can.

paperplane2016 Without Puncak or the land disposal, TRIPLC is a value trap.

No need to dispose. Can wait for capital return or take over.

r°Moi Depending on the selling price of these assets. Valuation of assets should be out anytime between now and 18 August. Puncak is now loaded with cash.

To be exact, 18 August.
http://www.puncakniaga.com.my/data/Announcement/18042016/HOA.pdf

To be exact, 18 of August.
http://www.puncakniaga.com.my/data/Announcement/18042016/HOA.pdf

News not so early. Should be end of August.

2 month more to puncak's pircing and payment method for asset purchase.

R40s, what iloveshare128 trying to point out here was that with 165M share in total, EPS of PROLEXUS is actually just about 2 cents. Assuming PROLEXUS managed to double EPS　of the other 3Q, total EPS is only 14 cents. PE　is　not low at all.

Privatization fake news .

BAT biz is a major risk.

@therock around RM 1.67 average price. I just express what I hope will happen. This counter is not suitable for everyone.

ValueGrowthInvestor please keep posting. We value your contribution.
I am selling Liihen and I plan to buy SHH.

The offer should come from Puncak. Once the land disposal is completed, NTA should be around RM 3.5 rather than RM 2.32.
Land Disposal will come with RM 100 million profit. That will add around RM 1.3 to NTA.
I would prefer Puncak to offer to buy the whole company. If Puncak offer to buy asset only, then we will need to wait longer to collect our harvest.

TRIPLC do not pay dividend. If Puncak deal fails, TRIPLC can easily become a value trap. As for Johari, after the deal he still has control over the new entity, plus a large amount of cash in his personal account, so why not ?

If there is going to be any deal between Puncak and Triplc, I don't think minority shareholder will reject the offer. TRIPLC is deeply undervalued. Even if the price is 250-300 million, it is still a nice deal for both minority shareholder as well as Puncak.

Currently TRIPLC market cap is around 115 million. No matter what is the share price of TRIPLC at the end of the day, the cost for Puncak to acquire asset or the whole company will be the same.

No more negative new for HEVEA ?

这是一篇垃圾网络文。
1）。 FLOAT 差不多等于 MARGIN。
2）。 不干涉经营。每个散户不都是这样吗？
3）。 優秀的公司管理階層。废话。他买好公司，当然有優秀的公司管理階層。散户也行。
4）。 巨大的可運用資金，以及堅定的波克夏股東。废话。散户的股东就是自己。资金太大其实是白沙获利越来越差的原因。
5）。 巴菲特本人 也是個巨大的優勢。 唯独这个我没意见。
骗稿费的垃圾文。

烂股

They are impressive in how fast, positive and public with their response.

Any more juicy stuff about HEVEA ?

kcchongnz, thanks for your article. It is emotionally soothing to read your article when small caps are having a tough time.

Transformation of PCCS continues. Latest revenue should be close to 150 million !

Post removed.Why?

Please read the following article
http://nexttrade.blogspot.my/2016/02/shell-deja-vu-all-over-again.html

Cash flow:
Shell has a strong cash flow, 9 months positive cash flow of around 500 million. Annualized it one will get around RM 650 million.

From a total company stand point, the buyer value shell at 1.3 x annual positive cash flow. It is a bit too low. Does the buyer expect SHELL only able to operate using current setup for another 2 years ?

At RM 1.8 per share, the deal looks cheap to the buyer. Probably SHELL is tight on cash and not able to fork out more cash for upgrade.

1). The value of Plant and Equipment for shell is around 1 billion in the balance sheet. In actual fact the value should be almost zero due to upcoming specification.
2). Current Asset of RM 1.8 billion should be rather tangible.
3). Total debt of RM 2.3 billion.
As a result, actual tangible asset of shell is RM -500 million.
The deal value SHELL at RM 540 million. enterprise value of the deal value shell at around 1 billion.

投资 hexza 相当安全, 不过说是十大, 我就有所保留。

Mine turn negative. Not sure how many can stay positive.

ICON8888 you going to write an article for KEINHIN ? Can you write 3 altogether :
KEINHIN, UMSNGB and PCCS. Call them 3 dark hourses of INDO CHINA !

Compare PCCS, MAGNI and PROLEXUS in terms of revenue and market cap and you will have a rough idea what is the potential of PCCS. It is all up to the management to unleash the potential of PCCS. They are already in the right industry with all the hardware invested. The only lacking ingredient is execution.

PLASTIC COUNTER:
LUXCHEM, WELLCAL, GLOVE COUNTERS

PLASTIC COUNTER :
SUPERLON, SCIENTX, TGUAN

INDO CHINA COUNTER:
KEINHIN, UMSNGB, PCCS, TIENWAH, MAGNI, POHUAT, LATITUD

ANYONE ELSE CAN ADD ?

ICON8888, there are 2 more trends :
1). MANUFACTURERS WHICH USE PLASTIC AS RAW MATERIAL WILL ENJOY HANDSOME PROFIT.
2). RISE OF INDO CHINA MANUFACTURER.

Saltedfish is smart. Spread rumours and diam diam collect. 15% easy money.

We can make our own judgement if this email is genuine. Try not to belittle people for their language.

证券行是穷到请不到好的 analyst 还是 在帮这些股打广告?

Give Robert some claps. We can see that he did put in some effort. Nevertheless, I am not selling.

Actually if the syndicate is not happy with Hevea management, they can just take profit and go to other counters like Liihen. Why so much hassle to bad mouth the company ?
2 possibilities :-
1). Pushing down share price as a revenge. I see this as unlikely. They are not stupid.
2). Pushing down share price in order to collect enough to oust the CEO, the ultimate revenge.