This counter will drift towards rm1.50 in coming months.

Dividend sudah stop last quarter.

EPS per quarter is same as penta, dialogue and its dividend is better than them. But you see the share price, they are worlds apart. Haha

Good results

Big impairment loss on its intangible assets is imminent. Given its huge borrowings, it is worth less than zero.

It’s hard to imagine Petronas will not cut at least 30% capex soon.

Dividend is slashed substantially.

US are closed for biz. Orders from customers stopped.

I think according to OTB, the fair value is RM3-RM5 a share. It is RM0.735 now. Anyone has put all-in? Haha

Brent usd23, below Petronas’ cost. Oil field activities will be slashed substantially.

This company holds up well, despite the poor earnings, much like powerroot. Cornered stocks.

KYY: oil price slump is good for Dayang. Classic.

For a counter this liquid, bonus issue has no meaning. He said he hopes notion would not turn below RM0.50 after one for two bonus. That makes his ideal share price to be at least RM0.75 pre-bonus.

7.9% dividend yield.

Rm23m for the whole company now. Fire-sales price level.

If you remove one-off insurance compensation of RM12m, the company’s latest quarterly EPS would b less than 1sen. That was achieved on RM70m sales, which can b annualised into RM280m a year. The company’s target of achieving RM300m for 2020, and RM400m actually doesn’t mean much as its profitability is so low.

Over an hour plus on equity tracker, no viewers including the hosts asked about this obvious issue of low margin. They are laughably more excited about bonus issue and top line numbers, and more or less wasted an hour plus.

Direct selling activities are seriously affected by Covid.

Let’s wait for the next quarterly results.

Don’t think Petronas can maintain their capex at Brent usd28.

Hibiscus should b making big losses at Brent usd28.

Dividend is minimal.

Hibiscus will b reporting big losses as an upstream player at t current oil price.

Saw Harry’s interview with the CEO of Revenue. He didn’t come across too reassuring as a CEO. Just my opinion.

I remember Kyy say repeatedly share margin financing is good for those smart ones like him who know what they are doing. Kyy likes to boast about his rm200m worth of shareholding in Dayang just a month or two ago. He liked to ridicule people who cautioned him about Dayang, etc.

He now has a big bitter pill to swallow.

If you believe the power plant is gonna generate at least rm200m of net profit a year as some claim here as facts, then you should buy more at the current price. Otherwise, just enjoy the ‘show’ on the sideline.

Limit down- right after Kyy said the worst is over. What a slap on the face. It could not be more poignant.

Mr Boo was too aggressive in raising loans for YT to part-finance the failed Impression Melaka, and to build up his personal shareholding in YT. Now YT has RM220m loan to pay off, and personally his financiers force-sold his pledged shares in YT.

It’s near impossible now to do private placement that can meaningfully help it stay afloat. YT will have to start selling whatever assets it can sell even at the current depressed prices, in conjunction with bank loan rescheduling.

You stand corrected.

Mkt cap is RM43m only (a portion of its shares are held by its subsidiary).
Operating cash flow is Rm32m (basically this is yearly depreciation expense, excluding that of right of use)
Free cash flow after paying interest expense and taxes but before capex is Rm12m. This may, just may, improve to Rm15m-20m in 2020 (with closure of loss-making restaurants and further cost rationalisation in all segments)
If it can cap 2020 capex at rm10m, it has the capacity to declare 5sen-10sen dividend in Dec 2020, while keeping its net debt below Rm100m.

Margin call on CEO.

Good results.

Earnings are same as Dialogue; Dividends are better than Dialogue; Share price of BPP is Rm1.03 versus Dialogue Rm3.45. Interesting pricing by market.

No need to argue. Just go up Genting yourself and find out if it is empty.

At 1.44, Jaks is enterprise-valued at rm1.3billion.

I already advised a few months ago that it will drift towards 10 sen. The dilution is severe and prospect is bleak for both Encore and property divisions.

Bank borrowings are uncomfortably high at rm700m, net of cash.

Dlady of RM48 now is at PE30. Can its profit grow 15-30% each year in coming years to justify its high PE?

Playing a PE50 game at your own risk.

No volume. I don’t think 3i has got off this counter. He will swim or sink with Dlady, with pride. Haha.

The share price has further south to go, with all the dilution and bleak prospects of profitability. 10 sen is coming.

3iii is still waiting for it to reach rm100. He laughed at others who shunned Dlady at rm65 for many past years.

One quarter loss alone reversed out 20 years of previous fake profits. Years ago I warned many times about the management taking out money via blatantly inflated property, plant and equipment, bloated receivables and it’s non-cash reported profits. Total liabilities now stand at rm550m. Who will stomach it? Bankers and creditors loh. Shareholders’ value has long been destroyed, now to ashes.

For those who believe Jaks have struck a power plant jackpot worth billions, they should beware. So far, no cash inflow, only accounting profits from the power plant.

Doubting Koon is worried he will get eaten by this stock the second time. Once bitten twice shy. He boasted about jaks at rm1.40 but then he badmouthed jaks after he exited at a price as low as 40sen plus.

Even if the power plant proves more than accounting profits, it is almost certain the controlling shareholders would not share any cash profits through dividends to shareholders.

Exercise caution, everyone.

Net debt rm170m. Avoid

Back to 30 sen incoming months. No dividend.

Buying mega steel was for transferring huge money out from lionind and losses in from mega steel. Expected.

The darling of Kyy and otb a few years ago.

There’s no right track. Nobody wanna watch Encore Melaka for rm70 a pax. Properties also have no meaningful buyers. The huge borrowing will kill the company.

The fall should continue till 60sen or below.

A grand vision that doesn’t survive contact with reality. It is heading towards 10sen or below before preference shareholders can convert into ordinary shares.