the new bts abit diff compare to last time.

still dont know how to read the pre market queue

0.140 thats you ar

buy buy buy!

still holding 50,000 units at average 0.109.

should i wait for the free warrant?

any idea how to calculate the warrant price?

good luck everyone i have sold

tarita south or north next week

so RCN ntg to do with us as retail investors?

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1512725

anybody knows whats this/?

the reason already gave u just now

http://www.themalaysianinsider.com/malaysia/article/putrajaya-to-take-over-langat-2-water-project

http://www.nst.com.my/top-news/federal-selangor-govts-to-take-over-water-companies-1.458313

not deleted yet ar...

http://klse.i3investor.com/servlets/cube/post/tsurukame.jsp

thanks bone for pushing bought in since august...

jack knight who sounds like tsurukame?

bone? he is from lowyat forum definitely not tsurukame

Welcome

http://www.nst.com.my/top-news/federal-selangor-govts-to-take-over-water-companies-1.458313

0.15? 0.14? 0.13?

lol ann thian ar... u dont know much bout ingenco dont give false hope to others leh.

why future good?? its syndicate counter only tarita knows.

Ann thian i think u r not familiar with ingenco and its background.
UMA is unusual market activity la. new to shares?

ann thian u said after lunch up yet u dont know who is CBL?

the major shareholder of ingen la.

and he did switched to scomies but not doing good today scomies

1.59

what deadline is that jan 7th? care to elaborate?

I think censof finish play for now.
need to wait till the contract announced.

lol WRY9876 dont say that later he will claim you are one of my dupe account too.

Any upcoming prospects from gadang? Thinking to offload next week. Bought at 0.8x

Ok ya I change display name again. Because I can. Lol

And there is no need for you to bring up my old name as I chose my display name as my firstname. Please check your profile page its a function by i3 to choose display name. If youdon't like this function pls report to admin to abolish that function.

In case you missed out my previous response to you at page 56 last comment.

No point all these name calling which brings you to the same low level as bling.

Hello tsurukame? Why are keep linking me with the rest?

I had a debate with you which you didn't reply to my response on your question then you said i am long term investor should just go n sleep n come back here one year later.

So you are saying long term investor shouldn't post at forum?

Please debate on the prospect of perisai instead of arguing non sense.

http://klse.i3investor.com/servlets/cube/ go edit profile u can choose ur display name there peace out~

Lol I saw you call my name here hello...

No offence i have censof too. N ya there is an option to choose my display name just found it last night. Any problem sir?

T.T I am in censof too but got it 1 weeks before budget

N my next gem means after scomies... keep on hunting. Happy investing.

Aduh tak habis habis with your long winded sentences.
Yes you may offer your view but you have repeatedly bashing bout it. No need to reminds others that you timed it perfectly n switched to scomies. I do have position in scomies too since may fyi.. You wanna inform no need to offend others if they don't follow your advise.

Yes not everyone have the same investment style but the things that annoys ppl here is that you repeatedly comment bout one should sell perisai n buy scomies.

N which word did I imply you are a fool? You have my full respect by selling perisai n bought scomies. That's a good return.

I guess you should promote scomies at scomies thread better. Cox you are getting off topic here.

I am in since early of the year because of the 2 jack up rigs and full year contribution from kamelia. read my respond to your questions?

Why bother to waste your time and effort bad mouth about this stock and brag about how good you are buying in scomies? Any good to you? Why perisai? why not sell Hibiscus buy skpetro and go on and on with all buy xxx sell xxx.

If you have sold perisai then move on dude no need to show off about how great you are here. Spent your precious time to look for next gem rather than looking at the past.

wow still holding since before budget

Q:I have assumed that you had performed a detailed analysis on the assumptions used by EDGE, MAYBANK and CIMB Reports? If yes, please advise the similarities and differences.
What is the forcasted Earnings per share in 2013, 2014, 2015 for EDGE, MAYBANK and CIMB Reports? What are the assumptions used to derive at specific EPS figures in 2013, 2014,2015 by EDGE,MAYBANK & CIMB Reports?

A: Full year contribution – OSV~60m, Rubicone ~80m, E3 ~60k, 1 full year top line contribution from the FPSO is about RM200m

Edge dont forecast they just publish research report so I dont know which report r u referring to.

Quote Maybank - "Our forecasts are unchanged. We expect a substantially weaker 4Q13, dragged down by the non-extension of its E3 pipelay barge and MOPU charters." they assume no contribution from the jack up rigs and Kamelia “Our forecasts assume a 180/150-day charter for the MOPU/E3 units in FY14”. Take a look at Maybank forecast in November, 2014F is RM150m only. FPSO alone is already more than their forecast.
Maybank TP derived from FY14 while CIMB always look far ahead to FY15 which already factor in the full year FPSO and 1 jack up rig at least. Current daily charter rate for a 300WD jack up rigs is around USD165k.

Q: What is the basis in deciding on the PE value from EDGE,MAYBANK and CIMB Reports?
A:PE value – Maybank 14x, CIMB 15.8x, the industry average is around 12-15x.

Q: Why are the Target Prices so different? What was the rationale used to derive at the TP?
A: already explained above

Q: What are the % EBIT Contributions from the different Assets that Perisai currently and in future will acquire? How will this assets contribute to Top & Bottom line figures in 2013, 2014, 2015
A: sorta explained above too and look at CIMB research report (PDF) for their further breakdown in page 2.

In short, Maybank TP from 2014 but without kamelia and jack up rigs, CIMB TP from 2015 with full year kamelia and 1 jack up rigs. To me E3 is insignficant at the end of the day because EOC limited has a call option to acquire the remaining 51% in E3 owned by Perisai.

Did I missed anything??

tsurukame - u tak suka u keluar? haha

because the 1.36 alliance bank and maybank below 1.3 havent factor in the jack up rigs.

if u do ur own calculation exclude the E3 and convert the remaining 50% from E3 into 100% kamelia then u will know why some higher TP.

the recent dropped to 1.26 is due to the contracts expire for rubicone and E3. You can ignore E3 contribution cox 50% was sold and another 50% will sell to Ezra too. While rubicone they still looking for contracts

Dont worry bout these 2 contracts expired because the new FPSO kamelia just started this month and its revenue and margin is better than E3 and rubicone.

Analyst is targeting higher TP because they have factor in the contracts for the new Jack up rigs coming 2H14 and FY15.

So why worry so much. If perisai is not confident they wouldnt order 2 jack up rigs.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1487577
Successful start-up and commissioning of Perisai Kamelia

run or hold? now still above my buying price

what hapenned?

sell on news?

PBJV Sdn Bhd = Barakah

you have forgotten the new FPSO perisai kamelia which will contribute higher margin begin work end of 2013.

where u get the news gst award nx month

any guess on expected WB listing price?

UOB TP RM1.50

so sell on news?

its 9 instead of 85.

how come? u miscalculate? ghaha

so it will go further down?

whats next?