The Q results will be after the AGM on 30/5

Looking at the volume of trade for last week, a few millions can easily be absorbed by the market. How to create panic this way. Add more salt

Hi aunloke, agree with you that this year is not easy. Most companies under my radar has a flat or lower earning. Fortunately, most dividend are maintaining well. I'm still ok. We have to have a bigger Margin of Safety before we can commit to a stock. Opportunities are everywhere, Hevea is one that can win BIG. All the best to you.

aunloke, good to read your message again after such a long time. Yes, I bought Hevea for the same reason and I'm happy accumulating more now to beef up my portfolio. It should contribute positively to my dividend receivable in the near future.

gogogogo, agree with your observation.

To straighten the record, the 10M at 80 sens was offered to me. After sorting out the necessary financial arrangement, I have confirmed the deal on the following day. The operator then back down on the deal. The reason is blatantly clear that they simply do not have the shares. This saltedfish is associating himself with an unethical gang. A character who is total devious.

Are you too shameful to tell how the pariah operator chicken out of the deal?

Saltedfish, why you have no gut to tell the truth what happened after that?

Posted by Knownfact > Aug 3, 2016 03:11 PM | Report Abuse
WikiLeaks, I have serious buyers please contact 03-77139188

Lanpah lah that Tan just want to buy cheap-cheap at 0.85, that also 1m shares only. Lol

03/08/2016 15:48

Budapest, you are right to call them pariah operator. Hamyu, you are part of it. Are you going to tell everyone what happened after that?

Plenty of buyers of WB at 90 sens including me. Please sell down your stake

Oregami, If I can get a cheap block of Hevea WB, I don't mind to hold for mid to long term (6 Moths to 3 years) to see and benefit from the growth.

Anyone who is willing and have cheap shares are welcome to call my dealer.

Oregami, the scenario that you described is possible. If the shares were sold and hold by strong hands. The lender will have problem buying back shares at low price

oregami, shortly after posting the telephone number, someone did call but was silent. Sure sound like some low grade fish.

11. Alliancegroup Nominees (Tempatan) Sdn. Bhd.
- Pledged Securities Account for Ronie Tan Choo Seng
1,150,000 0.96%
12. Alliancegroup Nominees (Tempatan) Sdn. Bhd.
- Pledged Securities Account for Ronie Tan Choo Seng
1,085,000 0.90%

I wish he is Ronie but don't think so.

AS AT 30 MARCH 2016
LIST OF THIRTY (30) LARGEST WARRANT B HOLDERS
1. HeveaWood Industries Sdn. Bhd. 32,047,710 26.72%
2. HeveaWood Industries Sdn. Bhd. 19,217,240 16.02%
3. UOB Kay Hian Nominees (Asing) Sdn. Bhd.
- Exempt AN for UOB Kay Hian Pte. Ltd.
10,575,000 8.82%
4. RHB Capital Nominees (Tempatan) Sdn. Bhd.
- Pledged Securities Account for Fong Siling
5,000,000 4.17%
5. Nominees (Tempatan) Sdn. Bhd.
- Pledged Securities Account for Ronie Tan Choo Seng
3,300,000 2.75%
6. UOB Kay Hian Nominees (Tempatan) Sdn. Bhd.
- Exempt AN for UOB Kay Hian Pte. Ltd.
1,450,000 1.21%

We know the top 4 holders. Where are you? How many WB you want to sell?

WikiLeaks, I have serious buyers please contact 03-77139188

Browsed through no response from WikiLeaks. Saltedfish, from your postings, you only know how to bad mouth this stock and others at all cost. There is nothing I can learn or gain from you. I'm not letting you have my telephone number. I simply cannot lower myself to your level. You are a waste of time.

WikiLeaks, if you are serious and interested to dispose off all you holdings, Please let me know and I'll provide you a contact telephone number.

CFTrader, Excellent view!

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5153933

Although Revenue & profit both trending down, it is within expectation.

Good to see they continuing the dividend payout.

It needs more time to prove itself.

http://klse.i3investor.com/blogs/kianweiaritcles/100200.jsp

RonnieKimLondon, I'm sure Mondrain has some valuations done. Instead of thinking of selling, they continue to buy. What is your thought now?

Harry, Good job !you gave a good account of the AGM

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5043241

After reading most of the articles published & hearing the MD on BFM, I agree with the company business model. It is consistent, simple, prudent and very much achievable. As a shareholder, I see better days ahead going with him.

Sorry I read the hard copy. The Edge online is for paid subscribers only

Q4 results will most probably be announced 3rd week of February.

Read the report on The age this morning, I like the attitude of the MD and agree that the management should keep their focus on the important tasks ahead.

The company is sitting on 106M cash as at the last Q report. After spending 36.8mil for the acquisition, they are still in a good position to declare a handsome dividend in February

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4976781
Yes a bigger one announced today

http://e2engineer92.blogspot.my/2016/01/hevea-5095.html?m=1

The last announcement by Mondrain is on 22/5/2015.. No indication of new fund coming in?...?..?
I hope the recent surge is due to smooth operations of Factory 3 & better sales

Perhaps it had been pushed down too much recently

The last Q result wasn't too encouraging

Yes I smell something too but no idea at all what it is?!?

Yes results should be end of the week. Very good dividen yield.
Hard to accumulate and growth is slow & limited

Can this Saw Xiao Jun be trusted????????!!!!!!!?????

CIMB writer SAW Xiao Jun wrote a very negative report on the comany IBR

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4845589
Anyone care to comment on the Q results?

Hi GemSeekers, I might have overlook something here, the CEO is predicting a flat earning for 2015. What's the excitement?

It is only out of control in Greece. I am on Icon8888 side, busy buying hevea WB

Did anyone attend?

Thanks lloydlim. That's one of them

Is there any logical reason to the heavy selling of WB?

Noted. Thanks GemSeekers. Will hold on tight!

This stock need time prove itself

HeveaBoard’s (Hevea) annualised 1QFY15 core net profit of RM17m was above expectations at 24% above of our full-year forecast after stripping out unrealised forex losses of RM3m on its US$ term loan. As expected, no interim dividend was declared. The 1Q gross margin of 21.4% exceeded our full-year estimate of 18.8%, driven by stronger particleboard margins. We raise our FY15-17 EPS forecasts by 5% on higher gross margin assumptions (+60bp). Our SOP-based target price is lifted accordingly. Potential re-rating catalysts are its proposed stock split (which will boost liquidity and remove its liquidity discount), higher dividend payout and earnings delivery. Hevea is still undervalued, trading at an undiluted FY15 P/E of 5.4x. Maintain Add.

Operational review
Excluding the unrealised forex loss of RM3m on its US$ term loan, Hevea experienced a blowout quarter as annualised 1Q15 results came in 24% above our full-year forecast. The sharpest yoy improvement was seen in the particleboard division, where underlying pretax margins improved from 5% in 1Q14 to 22% in 1Q15 and pretax profit surged 285% yoy given the 1) sharply-stronger US$, 2) improved product mix of higher sales of E0-super E0 boards, which have better average selling prices, and 3) lower finance costs. The results are even more encouraging considering that 1Q is a seasonally-low period for the particleboard division given the long Chinese New Year holidays in China, which accounts for 40% of particleboard sales. The positive results were mitigated by pricing pressure, where customers have started asking for discounts given the strong US$.

Balance sheet de-leveraging rapidly
Hevea’s net gearing improved sharply qoq from 17% at end-4Q14 to 9% at end-1Q15. Hevea is on track to turn net cash by end-15, in line with our expectations. This puts the company in a position to declare higher dividends, which is another catalyst for re-rating, in our view. Hevea has recently committed to an additional RM7m in capex over FY15-16 to upgrade/modernise its already state-of-the-art equipment as it moves up the value chain towards higher-margin particleboard products, where prices are less sensitive to global supply pressures. This can be comfortably financed by its internal cash flow and should not affect its ability to pay higher dividends.
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Heard that CIMB research out with new TP : RM4.56,true?
Does anyone have a copy? Can share?

No Brain Investment?

I do see the selling by Mondrain a buying opportunity

enning22, sorry to see no sifu enlighten u. I do like to have an answer also. With all the tail wind in its favour, I agree that Luxchem should have a great 2015 at the very least.

Good to see diligent investor like tan22. Great buying opportunity