The market Cap of G3 exceeds now Rm 1.5 Bln and therefore GP's stake alone is worth already over Rm 500 mln which is about half the market cap of GP.

no trading today!! Important message expected??

If I had a refinery business and would like to expand I would simply buy HY. Cheaper and easier you can not get it. Imagine how long it takes to develop an expansion project in this business and the cost involved. Buying HY could in principle be done overnight!

Coke futures up again to 2220!. Q1 2018 will be a positive surprise

Dividend payout ratio is 0,6%. Nobody needs this. Administrative expenses of this dividend are higher than dividend

Sumatec is not valuated because of Q report but because of future prospects which are simply great. Everybody could easily calculate the estimated margin based on #barrels produced (ca. 1.5 mio in 2019, based on 50% share!) and margin (with current oil price minimal $ 30). This gives roughly a margin of Rm 180mio or 4 Sen per share!!!! This is even much cheaper than the appraised HengYuan!!!

Sumatec is not valuated because of Q report but because of future prospects which are simply great. Everybody could easily calculate the estimated margin based on #barrels produced (ca. 1.5 mio in 2019, based on 50% share!) and margin (with current oil price minimal $ 30). This gives roughly a margin of Rm 180mio or 4 Sen per share!!!! This is even much cheaper than the appraised HengYuan!!!

Possible dirty accounting tricks with Emetall (same family). Now QR Emetall negative while revenues are excellent. Family plays with the companies I think if it is in their advantage. Complete misappreciation and disrespect for shareholders. Makes me sick

heavy trading (over 27mio shares already) but no real movement so far

Metallurgical Coke Futures 2149 (+55).

The bookvalue per share is Rm 1.09 so long way to go. Bookvalue increased dec 2016 - dec 2017 from 0.93 to 1.09 thus a plus of 16 sen. A lot of value has been created but unfortunately not as Earnings per Share and that is what the market wants to see.

Although I believe that the operations of Emetall are sound I am extremely disappointed in the reporting of the company. Today with minus 9% is not a good day to sell but after a recovery (I hope) I will sell this counter and never come back again. Bad customer relation behaviour.

The Q report is in my opinion very unclear about operating margins. Revenue developping great but operating profit negative? What is behind all those accountancy-technical adjustments? As a shareholder I want to have insight in the profitability of the real operations and this is completely in-transparent. The only positive statement of the management is that they foresee an encouraging development of the results in the new year.

My big question is , what will JAks earn when the powerplant is there! They get get something of how much of what?. This must be known for insiders. Please share your opinion without clear prognosis of profits nobody knows how to valuate Jaks.

Profit 0.53 Sen over 3Q. When 0.20 over Q4 total profit 0.73 Sen and this makes PE 15. Lets assume it goes better during 2018 then maybe profit 1 Sen and PE becomes 11. How cheap is this really for a construction company? There are far better construction stocks aren't there?

@pitbull wrote 2x19=38 and 3 x19=57. This must be Singapore Math and therefore I am not smart enough to understand this calculation .....

PE probably below 5, what to lose?

That some bit investors increased their stake is positive of course. The real thing for other investors like us is what will be the realistic future cashflows. For me unclear at this very moment although my basic feeling is positive

Thanks long-term investor and others to contribute about the future earnings of the Vietnam plant. It is clear that so far we all have to do more homework and research. It is for sure that mr KYY did a lot of homework and has access to proper information which made him to decide that Jaks is still much undervalued. Based on that the remark that Jaks profit is only about 10% of the revenue figure of Rm 800mio can not be true because in that case Jaks already has a PE of well over 10. So lets together get the real facts on the table. We need revenues, costs and the real margin promised to Jaks.

Does anyone know how much revenues JAKS will get annually when the 1200MW is in operation!
Does Jaks get a certain percentage/fixed amount per Megawatt produced?

When Oil prices stay around current level and production cast for Sumatec is $30 simple math give you around Rm 150mio margin over 2019! (calculated that Sumatec gets 50% share of the 7500Bpd). This translates at a PE of around 2 yes TWO!

Very slowly improving but Q4 results will show again how undervalued Eonmetall really is. PE below 6 gives room for substantial reappraisal towards Rm 1 within short. Mid term around Rm 1,50 is no dream. This means 100% gain for a solid no nonsense counter.

Future Metallurgical Coke further up to USD 2119!

Future Methallurgical coke +1,65%. Still high level well above USD 2000

Good fundamentals. PE still is incredibly low. Rm 1 - 1,50 would make much more sense.

When you spread the Rm 300mio over 2 years it is Rm 150mio sales per year and that is around 50% of GP's yearly sales. Very substantial. The profit margin of the deal is unknown but lets assume 10% only and this results already in Rm 15mio profit.

Not that skyrocketing as promised. Again shows how some people are scrupulously promoting stocks with fake messages.

How interesting is a construction company with PE 20 nowadays? Many have half this PE. Growth must be really exceptional to make it interesting

Have you ever thought about Apple with her medical platform plans with iWatch? Its really nothing new

Till the real verified news, all the other messages about CNQC are fake news. First see than believe!

better wait for the QR! Too much onesided promotion for this stock.

Equitywarrior please stop posting your promotional message on all fora! Really annoying

If not worth it or risks are unbearable Petronm would not invest in refinery capacity against Rm 160 mio per kbpd! Potential for HG is clear, at least double current price! And this is an absolute understatement!

Therefore HG’s refinery is worth at least between Rm 12-15 billion or roughly 3-4 times current marketvalue!

Ring, As long as it is NOT official this is fake news and possibly misleading!!

Thanks Davidtslim for your good analysis of HG. It makes clear that HG is cheap in many ways and that the company will be very likely extremely profitable in the longer run. Another way of looking at it is the following. As the marketvaluation of HG can be calculated at Rm 34mio per kbpd of the refining capacity and competitors need to invest Rm 160mio per kpbd it would theoretically make sense for those competitors to buy HG for at least threefold!!
So a takeover bid of around Rm 13-15billion could still be attractive for them.

May be I am wrong but Sumatec get 50% of the oil field and so the 7500Bpd have to be cut to 3750Bpd

In now for over a year. What a shit stock. However on this price stepping in is really attractive with around 50-100% growth potential!

Let’s assume a 10% margin, then the 300mio order is 30mio profit or around 4 sen per share.

Tomorrow we may expect a little explosion

Super cheap and good quality. Not yet ‘hot’ because of lacking interest of analists, banks etc.

May be this was the main reason behind the gigantic sell off yesterday: 10% drop in coke futures

https://www.investing.com/commodities/metallurgical-coke-futures

@kam Allready earnings of 7,5 sen and around 3 may be expected for Q4. That gives PE below 9. 2018 will likely show ongoing growth as the company has a more than sufficient orderbook and at least 1 of there liftboats will be delivered. Some negative rumors already for many months doubt if it will be paid for, nonsense I think. Operationally I think the company will flourish in 2018 and shareprice will follow

Destini is a good company and possibly has a good outlook but is a PE of over 20 that cheap? Just a question, please remark

Many ingredients look bright. PE around 6, dividend announced, steelprices healthy, good outlook Palm oil industry (one of Emetall's clients)

Remains one of the cheapest counters. Has absolute potential to double!

there it is 0,60!

Can anybody explain me what makes it worthwhile for GP to participate in broadcasting TV? I really do not understand

@ring please this is 2015!!! info. Now almost 2018!!

The big 'best buy' block is back again (now 27mio shares) and total traded already 44mio! Today not below 50 anymore