mr00183

mr00183 | Joined since 2015-08-26

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

139

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
139
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2016-05-24 10:31 | Report Abuse

Someone is collecting

Stock

2016-05-20 10:31 | Report Abuse

Qr still good, just chill guys

Stock
Stock

2016-05-17 15:28 | Report Abuse

Someone is collecting. Can see the big buy queue

Stock

2016-05-17 12:47 | Report Abuse

Believe in corporate plan to increase profits

Stock

2016-05-17 12:45 | Report Abuse

Stay calm dont panic

Stock

2016-05-16 17:15 | Report Abuse

Thus, looking at gross profit. We actually did better the 1st quarter. 6 mill gross profit for q1 2016 compared to 3.6 mill gross profit 1st quarter 2015. This was due to getting more projects from same customer. This is what management planned all along for upcoming years and its reflected in the qr!

I just spoke to management earlier. Very good and friendly people

Stock

2016-05-16 17:09 | Report Abuse

Its because of unrealised forex loss of roughly 3 million. Operations closed at 31 dec 2015 register currency USD at 4.2 whilst closing currency of USD at 31st march 2016 was at 3.9. The difference accounts for the increased of administration and selling expenses by roughly 3 mill. Next quarter we would see ramp up of USD currency at 4.1. Thus we gain from unrealised forex gain in the next quarter. Bare in mind these are not losses or gains, just translation. Looking at 1stQR in reality we sold goods worth more than 3 mill but due to bank negaras currency translation its marked under forex loss.

Stock

2016-05-16 14:14 | Report Abuse

I remain confident after to know the quality of investors we have for this business

Stock

2016-05-16 13:15 | Report Abuse

We can see the potential in this company. Forex is a windfall only, core business is improving. Revenue is up, cash flow is up, roe is up. The only concern is management needs to increase revenue so that it creates a 1 dollar of sales for every asset value worth a dollar. The management is sure they can do so in coming years, preciously revenue was shrinking due to lean and right sizing exercises
Now its expansion time..

Stock

2016-05-16 11:18 | Report Abuse

YES Skp and vs supplier of dyson because their plant in Johor, same as LCTH, classic advantage is in Johor. They are big players, and thats why the likes of LCTH can also compete with them. Do you think LCTH is that small? profit margin is at par with these 2 players. LCTH is a business class of turnaround with fortunate because they are able management. Dont talk to me about homework, i made assessment for past 10 years of LCTH, their business is growing , classic advantage has completed their lean exercises. They are targeting to revamp revenue back like in the year 2012. 1

Besides, if kyy as a majority shareholder of VS, WHY ON EARTH he would invests also in LCTH given theres a clash of interest? This can only mean one thing. LCTH is small but with excellent management and have potential to compete with the likes of vs and skpres.

Stock

2016-05-16 11:02 | Report Abuse

This counter got no syndicate what you talking about? Its just panic people, and panic people usually are speculators. The chllenge here is for investors not to follow speculators, to panic and give in to hope, fear and greed

Stock

2016-05-16 10:47 | Report Abuse

You need to know, geshen and lcth 2 diff business models. LCTH is targetting niche class with higher added value plastics. They are serving big MNC players. Dyson is releasing new products, hairdryer and vacuum this year, thus explains ramp up revenue for lcth. Big MNC do contracts for the long term, lcth been serving them for a really long time. Do you think they will lose out on them based on track record? Please dont stir panic, im upset with speculators as they dont see the long term picture. Dividen was also generous thi year also want to panic. Why give dividens if you think business ia slowing down?

Stock

2016-05-16 10:26 | Report Abuse

Reduce liquidity. Value of company remain the same, price per share will be above rm 1, qim to attract kong term investor rather than speculators

Stock

2016-05-16 10:23 | Report Abuse

Those 2 superinvestors never run, they hold for the long pull. They clocked in 50-60 sens, but yah i expect this counter would have quality investors not speculators.

Stock

2016-05-16 10:07 | Report Abuse

People cannot react rationally. Thats the problem. Company making good profit cashflow still also sell. Why? Because less profit than last year q1 report. Forex loss 2.5 m is not even realised loss. Let the profit run dont be to active. Its gonna climb back to where it was. Fair value 90 sens.

Stock

2016-05-16 09:11 | Report Abuse

Wanna see people regret selling? See prices climbing back up again. These people never learn to stop panic

Stock

2016-05-16 09:02 | Report Abuse

Buy buy buy hehe

Stock

2016-05-14 17:30 | Report Abuse

Got insider news, they stop announcing projects but they are still taking projects due to preventing speculation. I went and visited their plant in bangi

Stock

2016-05-13 18:38 | Report Abuse

dont cause panic in the market please. Its making a profit thats enough for us

Stock

2016-05-13 17:26 | Report Abuse

Still make profits. increased revenue but just more adminitrative expenses. Dont worry

Stock

2016-05-13 15:38 | Report Abuse

Speculator detected

Stock

2016-04-21 18:18 | Report Abuse

How you know they bought at 40 cents?

Stock

2016-03-07 09:20 | Report Abuse

Ive seen this so many times. When bad things hppen all kaw kaw sell, when good things happen all kaw kaw buy.

Stay logical laa, 14sen for company worth 20sen. Smart investor will act now

Stock

2016-03-07 09:07 | Report Abuse

Hehe cheap buy cheap buy

Stock

2016-02-25 10:09 | Report Abuse

Everyone so emotional, pe is less than 10. So under valued

Stock

2016-02-25 08:59 | Report Abuse

As soon as you guys sell, someone will buy. Remember the golden rule, yoy profit must be higher. One lousy qr doesnt mean total loss. Look annually

Stock

2016-02-24 23:43 | Report Abuse

Bro government tax reinvestment allowance policy in budget 2016 will drive this counter high

Stock

2015-10-13 12:15 | Report Abuse

well said richard

Stock

2015-10-13 11:41 | Report Abuse

I told you guys, i keep repeating, just keep holding frontken. its 25-30 cent worth this year

Stock

2015-10-07 16:23 | Report Abuse

this month might be the time frontken value be reflected accordingly bolstered by buying indicators

Stock

2015-10-07 16:21 | Report Abuse

frontken is rising

Stock

2015-09-15 15:26 | Report Abuse

What do you mean @gimmy2u ?

Stock

2015-08-29 18:08 | Report Abuse

http://www.insage.com.my/ir/cmn/NewsAlertInfo.aspx?NewsID=201508283000169&Symbol=0128

when everyone views short term loss as a direct reflection of frontken ability, others are taking advantage over the mass panic. Like i mentioned over again, please please do your value estimation of frontken, It is not less than 0.2, by right it's equity alone is worth >0.24 not taking into account earnings yield

Stock

2015-08-27 15:35 | Report Abuse

Besides he mentioned holding only for 3 - 6 months. Thats hardly investing look long term win win big long term, to me at least 1 complete cycle financial year, again please do your diligence on this company value. You will see what the market cant see and why OTB recommend this stock in the first place

Stock

2015-08-27 14:15 | Report Abuse

Haha all here are contras as expected, what did we warn about short term investment?

Stock

2015-08-27 11:27 | Report Abuse

Dont take eps seriously especially in a year result, rather focus on ROE, like what buffett and ben graham do. You will know its true value

Stock

2015-08-27 10:18 | Report Abuse

Tp 0.30, whoever knows fundamental and technical would see this

Stock

2015-08-26 09:39 | Report Abuse

Dont panic, never participate in a market decline and take a quarter result too seriously..

Remember

Share buyback will happen soon
Acquisition of o n g firm in australia
Recent acquisatio of fppl stake up to 59 %

Above all, youre buying semicon and o n g service business. Market predict with the growing rate of economy coating industry will grow prosperly. You are not just buying jist a price, frontken value is way above 20 cents, what people fail to see is that they are buying because of growth in profit, not growth in business. Buying profit growth will surely cause you to make bad decisions as a slight loss of profit will cause them to panic. Whereas buying the sound of the business is more everlasting.

Ask yourself with current slump in oil prices, wouldnt o n g companies would eant seek to enhance lifespan of their equipment and prevent from buying new equipment which cause more waste ? Coating service would help this

Ask yourself is semicon industry prospering ? Wouldnt apple samsung any big phone conglomerates would want to increase lifespan of their chips so customers will enjoy not just a quality product but also a robust product ?
Coating service would help this

Think on your feet, dont participate in the decline of market but rather make profit when people are panicking