JAG renewable energy business is taking shape.. other counters solarvest and cypark are on uptrend

Fully agree Noobie

888GOGO.. Yes, Ego it is.

I am not any Koon Yew Yin calling the shots up and down counters. But i have several points to share with everyone:
1. Private placement by owners at 0.16 recently shows that the investors are valuing the Company higher
2. Business wise, its semi latex mattress and bamboo flooring products are doing very well in China. Demand will increase as the China economy picks up and in this quarter ended Dec, demand for these flooring are high due to.. winter months and CNY approaching. 3rd Quarter results
3. Its working relationship with Sinopharm has not started yesterday. In fact it dates back as early as September on the MoU.
4. It has already appointed Zuellig and K Plus to distribute the vaccine
5. Received letter from MosTi with no objection to import the vaccine
6. Ongoing 3rd phase Clinical trials in Malaysia underway..
7. Current valuation and PE is very low based on current business ex Vaccine distribution.
8. Financials and cashflow is stable.

No point talking too much about KYY. He may have his own reason for saying certain things, only KYY himself will know. Why buy or sell because of KYY, making him so important?

Thank you oskchoon

Thank you oskchoon.

Thank you oskchoon for your kind advice 2 days ago.

https://www.foodnavigator-asia.com/Article/2020/11/24/Palm-oil-in-China-Consumption-growth-expected-in-food-sector-as-government-moves-to-phase-out-GM-soybean-oil

Thank you Jonathan

Thank you very much oskchoon.

I am tempted to buy in today @ 0.16. and keep for a while..is this company fundamentally sound?

Drawing from the glove counters experience, current prices will not be possible come announcement of Dec and March 2021 results. Have GUTS guys..

i concur.

Sometimes such things happen. Try to calm down. Very much a game of guts and patience.
Seriously, AT is a cash company, first production line starting trials this week. There is absolutely nothing wrong with this company. At the new tranche of PP, I think it is only fair that the big investors get a discount for the big amount they are putting in.
Just look at the numbers of new infections each day. The usage of gloves will not be reduced in the short term. Dont panic. I made mistakes after mistakes by panic selling.
AT is a safe bet. Orders guaranteed by LKL. By April 2021, it will be in full capacity.

Very frequently successful investment is about a clear mind and guts to follow thru. Financial assessments are public information.
Best to trust our guts, buy and keep ASIDE.
No free lunch.. investment bank reports are not indifferent.
Having done your own homework, GUTS and PATIENCE is what makes all the difference.

Very frequently successful investment is about a clear mind and guts to follow thru. Financial assessments are public information.
Best to trust our guts, buy and keep ASIDE.
No free lunch.. investment bank reports are not indifferent.
Having done your own homework, GUTS is what makes all the difference.

JAG results announcement

correct 2.40 after bonus 1 for 2.

All factors predicted in above article already happened. Now the price ..

September article

https://klse.i3investor.com/m/priceTarget/57043.jsp

Its fair. CNY is coming up. China mopped up world soybean supplies for the revival of pig farm feed. Palm oil buy is ongoing and expected to increase in view of CNY. Secondly, increased consumption in India is not just because of Deepavali. The covid cased have come down and the domestic economy is opening up as well. Withoit soybean oil available, Palm Oil is the only choice.
CPO will hover above 3000 for at least till Feb March when the harvest of soybean starts.
Indonesia is pressing for B40 and Malaysian Gov will want to keep current prices so that farmers will be happy. So, Malaysia will have to push for B20 at least..
china already foresaw the shortage and the Foreign minister cane to pledge buying 1.7 mio tonns for next 3 years.. means they foresee a continuous shortage when economies open up worldwide.

Thank you Calvintaeng

Thanks

Realistically, how soon can a proper vaccine reach everyone? 6 months from now?

130,000

US case at record high again

Mah Sing’s timing was perfect.

The glove counters are fundamentally very sound and have dropped a lot over the last 4 days. Time for a rebound . The timing for Salcon’s announcement is perfect. Glove counters should be rebound...
secondly, usage of gloves not likely to decrease anytime soon. Many countries are working out their glove inventories as strategic commodities meaning they will start to keep a min safety stock from now onwards.

Copper set to soar!! Hang on guys .. copper is one of the main product of JAG’s recycled materials

https://www.scmp.com/week-asia/opinion/article/3105679/forget-vaccines-copper-kills-coronaviruses-and-chinas-cornered?utm_source=Whatsapp&utm_medium=share_widget&utm_campaign=3105679

So perhaps that gives a bit of light as to the cycle of the BDI..

In a way, the dry bulk business will stay quiet for now. But the corn and soy from Latin America will be out again in Feb-May. China has record buying on steel in August. And now record buying on soy delivery starting Feb..

Hi AngelVi, I am still around. Nothing exciting to share, so I did not mention anything for now. Do take a look at the palm oil sector.. TSH is my pick. Shortage of world edible oil is real. India, world largest buyer of Palm oil is recovering from 80k a day new Covid cases to 40k now. Its opening up and consumption to follow. China record buying of soy to revive the pig and poultry industry after recent African swine outbreak in August. Brazil world largest soy produce experiencing super dry weather delaying Nov planting season..
All these factors are pushing palm oil to a new high and expected to stay at this level as more countries try to open up. Palm oil stocks will record very good results this month.
Actual value still not reflected in most counters.
Its time to focus on recovery of the pandemic. Stocks like consumer items, transportation such as Maybulk and palm oil are my pick.
JAG is another good one as they recycle electronic waste and extracting palladium, gold and copper. After restructuring 4 to 1, good Balance sheet after the August Private Placement, it should do well in this coming results .

6 mio is already fantastic coming from a loss of 100mio. Its a fantastic turnaround

Current PE is 32. After the results come out, PE will drop to 20s.. and final quarter will be around 10.
Current price does not reflect current earnings. CPO at 3200.

https://www.nbcnews.com/politics/politics-news/trump-admin-woefully-behind-stockpiling-medical-gloves-covid-19-surges-n1245298

Dear Brothers and Sisters, lets make peace and not quarrel over comments from both sides.
For one, I am not a very experienced investors like you guys but allow me to share my two cents:
1. K One is a net cash Company.
2. Over the last 2 years in has transformed from an OEM manufacturer of small electronic items to a full fledged FDA approved medical equipment facility.
3. Dental water flossing machine orders have begun to come back as consumer spending in the US has picked up in latest quarter. Jobless rate in US has reduced for the 3rd month in a row..
4. K One has successfully completed aquisition of GPAC and added 20 million RM in revenue and net profit RM 4.0 million by this FY .
5. The nasal swab investment is very small as they are not using injection moulding. The 3D printing machines purchased in April is good for many other medical devices and will not go to waster after the pandemic. In fact, this 3D machine is a medical grade FDA approved machine to be operated in a clean room facility which is the requirement for medical diagnostic kit nasal swabs
6. The LA for the syringe cap for 200 million pieces per annum for the next 2 years. Assuming they make a net margin of RM 0.01( zero point Zero one malaysian cent only ), the net profit will be RM 2.0 million
7. NASA ventilator .. lets take it as a bonus
8. The last quarter results were not good because of disruptions in supply chain in the initial period of MCO although the plant was able to operate but due to logistics, some materials and vendors were unable to deliver materials. Has been solved since April..
9. I am well prepared to be ridiculed, scolded, bullied but I suppose thats the normal traits for people like Elon Musk, Steve Jobs, Jack Ma, Tan Sri Lim Wee Chai, and many more who were “ ignorant, stubborn, stupid” in the eyes of others.
Investment is not about making money. Its about testing our foresight, wisdom, Guts, psychology, how strong we are. Once you have done your numbers, just buy and move on.

Yes, nolimitrade , hope its ok I share a little opinion which is a bit different from you. Wish you happiness and success ☘️

sometimes cybertroopers are hired to make negative comments for certain reasons

oskchoon. Thanks

Mah Sing 3.68 billion next 12 months and AT 2.6 billion per year next month

agree gwiyomi. the only Malaysian company making Ventilators approved and designed by NASA. How wrong could it be

Current revenue per year is around 20 million RM. last year they made huge losses 16 million RM.
However, with the Glove venture, first production coming out in Nov, with the forecast at 210 million pieces per month ( 1 single dipping and 5 double dipping lines ) @ USD 75 current ASP ( Average Selling price ).. this means 157 million RM per month when full capacity from March onwards.
Many other companies venturing into gloves are still on the drawing board..
Base on PE of 30, the price should be at least RM 2.00

Net margin 20%.. sales 157 mil means a nett of 30 mil NP.
Based on PE of 30 ( most glove counters are at 60-80), 20mil x 30 = 600million divide by enlarges paid up 300million.. Equals per share RM 2.00

Today some forced selling.. good to accumulate below 0.4

Thank you guys for injecting positive vibes.. lets keep the positivity here. Lets enjoy the friendship . Afterall, we all have the same interest.. to see K one projects successful. Compared to some glove plays, K1 is a solid manufacturing exporting world class medical equipment and chosen by NASA and Caltech to manufacturer the Ventilators. It has successfully taken over the GPAC 100% on the cloud business which serves as a platform for many Industry 4.0 initiatives to store huge datas.
GPAC is franchisee for Google, Microsoft and a few others..
Seriously, RM 1.00 is a reasonable estimate.

Buy below 0.40.. I have been tracking this round with lowest at 0.35...

K one management has been actively pursuing the medical business with registration with the FDA and is currently producing among others ventilators, nasal swab, jet floss and syringe caps. It is no longer a normal contract manufacturer for semicon. It has a net position of 51mio and the ventilators prototypes should be approved soon. It does bot need further FDA approvals under Emergency Utilisation Act..
Mass production should atart anytime soon.
My personal target is RM 1.50 base on other healthcare companies with local market. K One is an export and international player.
Many US healthcare components have shifted out of China.

why K1 up?

Hi Everyone who is equally enthusiastic and speculating on the type of business MS will be purchasing, lets not speculate whether its gloves or not. straight to the point, as Mah Sing has announced, investment between 100-150mil in the health care business with a return on investment between 1-1.5 years.
The point is:
so, this means that they are expecting to make a profit of 100-150mil in the next 1-1.5 years, correct?
So, if the deal is concluded, we can see an additional income of 100mil at least for the next 12 months after the deal. It will put the current price of RM0.72 extremely undervalued.

should buy on dip. Nothing to worry.