sudden high volume. Something is up.

The fact that Notion managed to get Dyson is a major coup. Also bonus proposal going to be approved soon as already submitted to Bursa.

Will be moving like Jaks. Revenue of 320 million in 2020 is quite a big jump.

Zecon latest results very good. Will post good coming result and overcome resistance

Monday sure up since already submitted to Bursa for approval. !!! Fantastic results soon to be announced, plus bonus issue can be catalyst for re-rating !!

Coming quarter result will be good as they also receive fire insurance claim. Results coming out soon and the date of Bonus entitlement.

Detailed and good sharing . Notion has a lot to catch up with UWC and Dufu whose price has already gone up a lot.

Hidden gem waiting to be discovered as it is way undervalued.

Good potential as Fong siling increased his share holding.

Compared to UWC and Dufu, its PE very much lower. Growth will be higher with new machines and new business.

UWC after bonus, ex -price also went up, so hopefully Notion after bonus, price will also go up.

Refer to blog on Notion, part 2.

At closing, huge number of buyers. UWC after bonus, price up. So Notion with prominent Dyson buyer plus Electronic Brake System and other orders, should be good to buy. Revenue for this year expected to be above 300 million and also receive fire compensation. Bonus coming soon.

Can we sell Perdana Pa ? Is it quoted already ? Can convert to Perdana Mother ? Thks.

Thks for sharing Mr Ooi Teik Bee. Hope Jaks wont be like Heng Yuan.

Calvin, of all the Oil Palm shares, which one has its earnings per share increasing the most compared to others ? TSH ? Teck Guan ?

Remember at one time, someone said JTiasa would be the best. Sime and IOI Corp will gain from higher CPO price, but its number of shareholders is large. FGV has large acreage, but its Palm tree mostly old.

Do comment which would be a better choice as RSawit and Tdm is more speculative as Tdm has a health care side and not 100% Oil Palm.

Thanks for your help.

Bot 1.62 and many call warrants, hopoing for rebound. !! Should price go down, then cut loss or average down.

Both of you are very knowledgable about Insas affairs.

Minority shareholders are always at the losing end, and in this case, warrant holders also!!

True,

many suffered from the share price which hardly moved, even with very strong fundamentals.

Am I right to say that this is the only share that before expiry, selling at half cent, and yet nobody wants them ?

Hoping for price to go up, so get Ang Pau. Tried a few call warrant for leverage !!

Looks like it is holding very well as compared to other shares that goes down after slight rebound.

Chartwise, will rebound as it is holding well. Year end Window dressing also a factor to consider.

Khazanah, Kwap have been buying this share.

Believe that window dressing will happen as its price has dropped a lot.

For those brave enough but have ltd capital, may consider buying a little call warrant. The Premium you pay is still only around 6%.

Lots of Public Trust funds owns PBB shares as their core holdings. The Funds will defend its performance by advancing the share price.

I believe there will be window dressing as its price has dropped a lot. Moreover its popular with foreigners and there will be some inflow of foreign funds into PBB.

Information wise, Call Warrants premum for PBB is very low as compared to other Shares. Check it out.

Insasman, yes, thanks for the sugestion. Cut loss on the warrant, and buy parent. Wait for price to go up, and recover your losses.

If many believe this theory, which is very logical, and should be spread around, then many will buy the mother share as it will go up to RM1 by end Feb. So can recover losses from Warrants !!

Jaks, based on DK66 writing can be a good bet. Remembered that it went up from 80 cents on OTB reco, but after KYY wrote to be cautious, price went down a bit. He lost 50 mil due to forced selling. Lots of investors too lost on Heng Yuan when it fell from 18 rgt to 5 rgt, also can be due to forced selling.

PJSeow also touched on Dayang. True, people got scared when 4 IBs say fair price is 80 cents and many sold. When Dayang fell from 1.40 also people sell to protect capital. From a few lots now left with only the rights share !! I can see that PJSeow is a smart FA investor.

Can Mr Seow share what other shares he owns, besides JAKS if he doesn't mind. Am holding MFCB, but considering to buy Jaks soon at a right price.

I think you are right.

Only thing is - What is the best action that the present warrant holders who bought the warrant at 5 cents or more, should do ?

To pay the exercise price at Rm1, and hope the price will go up later, or lose the capital as its not worth to pay 1 rgt, to get an 80 cents share, which for all you know can languish at below Rm1 for a very long time !!

Fundamentals of Insas is superb. NTA of RM2.50, eps of >10cents, PE <8, DY of 2/80, 2.5%. Some Funds that are smart enough like London Trust, trying to take over iCapital, maybe can buy up and take control, and then break up, sell Inari shares and the Stock Broking, Leasing, etc and he will really gain a lot !!!

Investors like Leno and other Value Investors have been buying lots of Insas as they know it is grossly Under Valued for a long time. Question, many have been asking is - Why is the price of Insas so low, for a very long time. Most recent it touches RM1/- is in 2017 !! A blogger, like KCChong, Alex Lu, Calvin Tan, or others, should do an article on Insas to inform investors of a very Good Buy.

For how long is this situation of 80 cents value, going to last ? Major shareholder is afraid of buying more than 33 % as it will trigger MGO. So, the only way is to convince people to buy the Mother Share as by any count, it is grossly UnderValued, and they will be rewarded in due time. It only takes a little spark to get a fire started, and that little spark could be that someone is taking over Insas !!

Proposal for Win Win Situation for warrant, ord shareholders.

As 888 suggested, create a situation or rumours that Insas shares will go up in price, above RM1 ! How to do that, easy ! If there is wind or suggestion by Insas board that it proposes to reward shareholders by giving Bonus of 1 to 1 and/ or issue new Warrant in ratio of 1 to 2, then Insas price will go up.

Another way, a white knight can buy up to 10 % of share capital by buying outstanding warrants at 0.05 cents and convert to ord shares to convene EGM. Then he can propose the above to Insas board.

Then, when share price just go above RM 1, all outstanding warrant holders will convert to ordinary shares rather than zero warrant value. Company will get lots of cash to offer higher dividends, and white knight will gain as share price will be higher than 1.05 rgt.

Any comments ?

What situation, or possibility in the short time, that can arise to make Insas share price go above RM 1 rgt.?

At least warrant holders can get some value to their holding,say a few cents. !!! Better than tangan kosong !!

Insas warrant going to expire. Conversion price is at a high price of 1 rgt, which Insas cannot achieve unless someone unlocks its value of more than 2 rgt.

Question is why everybody knows it is undervalued and yet Insas's price .cannot go beyond 1 rgt ? Why is this so, is someone manipulating the share price ?

Warrant holders are left high and dry. Cant the board extend the tenure of the warrant ? Cant the Par Value be reduced to 80 sen, so conversion is at 80 cents, at least giving some value to the warrants ?

Wow, what happened ? Just bought yesterday few lots as this share has been moving up without fai! Now either cut loss, or hold. No wonder people not so interested in Bursa, pump and then dumped by speculators.

Kyy mentioned they lost a lot of money. However, as his cost is 80 cents, by right, he did not lose money, unless he meant that his wealth is less as the share price down by 38 cents from 1.71.

hi. You dont buy WC to convert to Mother shares or Mom. You buy for the price gain in percentage compared to the Mother. Mom shares can give dividends, but WC wont be entitled.

Just to digress a bit, today seems tech stocks moving, so better to buy Inari WB, cheaper compared to Mom. You can buy more and gain % more. Looks like TA good.

Duta land has lots of cash, but kedekut !!

After touch high of 56 cents keeps dropping till now. Give lah some dividend, or use the cash by investing in some undervalued shares that has potential gain. Then price will go up.

Wait so long also price never go up beyond 50 over cents. Directors slowly collecting maybe, and later after got enough, then only price up ?
High NTA, no use, unless taken over.

Dutaland should also move as they have sold land to Boustead for a hefty profit. Is a further dividend coming after the 5 sen div declared and paid. ?

Does PA pref share need to convert to Mother share at 80 cents.? Normally Preference share is ranked higher than ordinary share, and thus no need for conversion. Correct me if I am wrong.

Why do some buy WB, when ex px is higher at 1.70 compared to Call Warrant at 0.95. Premium of call warrant is around 5% compared to Company warrant premium of 45 % !! No doubt CW going to expire just about 1 month earlier only, but it is less costly !! Time frame difference btwn the two , only around 1 month !!

I dont understand why people buy Pref PA, to convert to Mother, have to pay 80 cents !! Better buy ordinary or warrant, changed to Mom at 50 cents.!!

Public Invest, technical buy on Mmode.

Good if someone can link Dr David Lim analysis to this Forum.

Worth to try. Fair value should be around 50 sen otherwiise why people buy at 57 cents. Cash rich. Sabah project game changer.

Sabah 260m project will contribute greatly to this small company share.

Very good share in these trying times. Interested parties saw value, and paid 57 cents for controlling interest !!

Fair value should be around 50 cents since it is CASH rich company with Zero borrowings !! Coming result will be a good one.

Undervalued and still undiscovered by many !! Read David Lims article.

Calvin, thanks for all of your articles which I enjoyed very much.

Some of your shares strike paydirt, some dont. I only benefited from Tanah Makmur. Missed Super, Opcom, etc from not being patient.

Recently you reco TA enterprise. Ekovest, Mrcb and TA all were around 60 cents. Eko and Mrcb were down as construction sector had negative news.

I then bought some TA as it pays some dividend higher than the other.

Will be considering FL as it used to be around RM 2.

Thanks, once again and keep on writing. Like a game, you win some, you lose some.

Tempted to cut loss as bought at very much higher price, but wait for AGM for news.

Very volatile share, made some, but then, lost more when greedy, playing call warrants.

Ave down when price goes lower.

Thanks for the answer. Wondering if can gain a bit, either buying mother or CW, , lose a lot from Heng Yuan Call Warrant.

If you buy C4, the ex px is 9.40 and ratio is 8:1. After bonus of 1:1, does it mean that Ex px is half of 9.40 ?

From experience, normally after bonus, the adjusted price will go up, isnt it ? Thanks.

Those playing Call Warrants please be extra careful. If possible please cut loss and never, never average down as, if the trend is bearish , you will lose more !!!.

From a position of tens of thousands of profit, due to averaging down, every now and then, of CD( cost 1.10), CE (0. 80) Call warrants, expiring today, and the fact did not cut loss as price drop of HRC is drastic,from 14 rgt to 8.60 rgt lost many tens of thousands of hard earned money.

I think many CW players losing lots of money now. Just hope HRC will recover. Heng Yuan very volatile, and not everyones cup of tea. Must act fast to protect capital, which many fail to do.

Traderman, please dont rub it in somemore!!

Lots of people suffering from this share despite the strong fundamentals. People do make mistakes.

Inv Bank wants to minimize payments, so price go lower. At least KYY does not sell anymore.

Many of us caught by surprise Q4 result and great fall in price. Tho losses amount to 5 figure, due to not cutting losses, believe it cannot go any lower.

Believe bottom going to reach soon. Hang on.

White candle appeared, as closing price above opening price. Lowest price was 12.50, but then recovered to 13.16.

After a few more days, stability will return and many will then base decision on facts, not on expectations or emotions of fear.

Fact remains that business is always profitable, margin maintained as HRC can source from WTI and not Brent.

ROE is very high, Eps is also high. Dividend has been declared, and thats a good start.

Slow and steady recovery better than roller coaster movement, and from FA analysis, HRC is still good.

The Q4 result is actually OK, increased compared to last year. Whole year Eps is RM3.00. Which share in Bursa has a higher Eps than this ?

Q4 profit affected by higher Admin expense, probably bonuses paid to staff for the good performance. Also payment of Tax of over 60 million for the first time compared to other quarter. Operating profit actually increased and that is important. Also HRC bought 80 over million for equipments for the upcoming upgrading.

Do take note that It is already 2 months now from end Dec, and so far the Crack spread for Q1, 18, is good. Shares usually look forward months ahead, so after the initial disappointment and shock, rationality will be back.

HRC is still the cheapest Refinery if you compared it to others at PE less than 5x. The Dividend, tho a paltry sum, is a good start as mgmt have to conserve cash for upgrading expenses, and recognises that Dividend is an impt factor for investors.

When Q2 result out, which was below expectations, price fell but quickly recovered.

Sooner or later, investors will realise that HRC is still in good hands, business is still good, and price will slowly recover to PE near to Petron. We should ponder what other business can give such good returns ?

Noticed that there are many naysayers out to discredit HRC, almost everyday saying HRC price will come down. Wonder what do they gain from doing that.

Only few more days b4 Quarter 4 results out. Let us hope HRC pull surprise by considering a small dividend, or splitting to make shares price more affordable. Then the price will probably jump up. !!

Remember, after Q3 results out, price jumped and gapped up. Some CW buyers so bullish, willing to pay 60 % premium ( CS )compared to almost 0 % premium for CD and CE.

Meaning on 22/3, it will be cash settled, after the Mother price and CW price has gone up, due to the very good result!!!

Petron eps for year is 1.50 rgt x Pe 8 = RM 12.00.

So Heng Yuan, complex refiner should be RM 2.40+ 1.00 ( Q4 )= RM 3.40 year , after tax eps, x Conservative PE 6x = RM 20.00.

Tomorrow should see re- rating of HRC.!!!!