treat me minum when you profit

those who have cashed out
panamy looks good

i am in, coz i like to play contrarian, (1) be bullish when everyone is bearish (2) one week has passed since last wed, meaning there could be less likely disposal by major shareholder. as long as ah huat still in, game is still on BUT play small small yeah

yeah, gp has some treasury shares
a few million shares, if i remember correctly
should goreng up until profit 60m
then can sell those treasury shares to pay debt
you're a genius, dominic!!

beware of disposal announcement
sure break .40

i still hope to repeat my feat for maybank ... LOL

so much fear, interesting....
worth a buy when it goes south further
hope tm will also follow

why do you think ytlp is undervalued?

if there's a disposal annoucement, gp could go <0.40

but that's just me, maybe others are not as bad as me

unless, i want to create fear and buy back lower

rather, spend the time searching for better counters

if i sold my gp, i wouldnt spend so much time here telling others how bad it is

simply because kenanga is selling..

so, ong leong huat is also largest holder of warrant
makes sense if game continues

what kind of trading platform you are using??

this one i agree, always bet against the herd

i have to change my broker
no news at all

okok............

kenanga? not osk??

who is the man behind tm?

yeah, but it was a good deal for tm
but the price goes south, that's weird

and tm doesn't have telco tower for wireless transmission
so why tm doesn't go up??

tm doesn't have high bandwidth spectrum....

tm caught a frog
why also down?

so much fear around, and i just topped up with the rest of my cash

so in future we can have unifi on the go?

what you want to pray? announcment already out
i already made calculation
why you still guess here guess there
what else you want?

tm really caught a frog on the street

i was taling to arv18........

which part wrong???? teach me

you know la
worst case, if i wanna keep my gf, then i have to turn long term investor
of course, i hope for what you said

no wonder yesterday stop at 0.6 and come back down
if calculate properly, 410m/700 = 0.585

closest example?
maybe redtone
one cent also no pay
and look at the price now

350m for 57% p1 stake
current p1 stake holders;
57% gp, 30% sk, 13% unknown
so 350m divided accordingly
200m, 105m, 46m

after dilution, the stakes are;
tm 57%, 24% gp, 13% sk, 6% unknown
next phase 210m for option to buy 24% gp stake

how much gp got for her p1 stake = 200m + (210m, if convert)
valuation of p1 is 410m*100//57 = 720m
that's cheap for ready infrastructure coverage at 50% of population

but consider tm as cash cow to develop lte
future capex and maintenance cut by at least 50%
no worries on rolling out lte with good connectivity

so future gp can make money or not?
if use part of first 200m to pare down debts, then financial cost decrease significantly
and capex and overhead also decrease
of course, revenue also need to decrease because now only left 24%, profit also 24%
but tm come in, subscriber base increase or not?
other telco also using tm as backbone, no kidding
so can cover or not?
probably next two quarters gp start making money

then, can redeeem the 210m from tm or not?
if p1 grow fatter and fatter, i doubt they will let tm buy up their 24%

so, long term sure ok. ong leong huat look long term
already hold for almost 10 years
short term hard to say
many ppl short sighted, want quick money

ohh.. cash for equity
but still, tm cannot control p1?
if so, why bother cap injection?

sure go back screw her daughter kao kao
give wrong info for him wallop gp

cap injection = sell p1?
and at 0.42? ong leong huat jump like crazy, i think

how does capital injection work??
what will tm get in return for the injected capital?

two nights some more...
how do you calculate share swap?

if 0.80 i really can get a bungalow..
who wanna drink? tonight cannot sleep

anyone knows what is a share swap?? can explain or not??

tonight cannot sleep already
how? not sure if still can tell my girl what happened.............

finger crossed

i afraid stay on further will sink

feel like calling my girl
but cannot, game still on
win or lose still unknown

ok. already can afford my sg condo
now have to decide if wanna gamble the condo for landed prop

your calculation too optimistic
don't believe big frog jumping around

sometimes cannot think bad la
i still keep 50% of my cash cause i think something bad
lesson to everyone, next time don't do this

wahhhh!! heng ah!!
wallop some this morning