better salvage what is left

Biggest winner still lagging compare to two others

the mountain coming perhaps?

all packages awarded already. those who have received their LOAs knew it. if market is efficient, you will know who got what next week.

read -what is logging while drilling (LWD)

It will go up when least expected. If u want to enjoy the ride, buy the ticket first. But then again, the ride could be bumpy and hard.

no capital gain tax but u still pay stamp duty for every transaction.

rig in oman. spud delay expected

Well not spud yet.

KNM makes equipment for both upstream and downstream facilities. From a humble begining in late 80s in Bukit Rambai, Melaka where KNM makes tanks and process columns for Melaka refinery and other onshore facilities; and pressure vessels, filters and heat exchangers for offshore facilities. The detail engineering for such items are straight forward and easy. The price was also very competitive and the order book grew. For most fund managers, KNM is the darling of KLSE.

Most of the top management are related to each other and the big boss. As business grew, so did competition. So KNM expanded the business capability and turned into process equipment maker; whereby design is a bit complicated and workable of the process equipment is guaranteed. Rather than home growned the design, KNM bought Borsig; a german engineering company with proprietary designs of many process equipment and technology. A fast track business expansion plan.

So what is wrong in KNM?

better buy before news out, right?

Kinabalu coming soon?

selalunya lepas jual baru dia naik. :)

The wells are both exploration and production; if Rex technology prediction is correct. Early monetization of the reserve can be obtained using several production facilities; newly built or refurbish. It is a high risk business with great return. No point arguing; your money, your call. But for hibiscus, I think they have taken some calculated risks. But then again, a risk is a risk; probability of an occurence multiply the consequence. And for me, I bet the money that I can afford to lose.

Please check around who is doing the "I" portion in EPCIC contract recently awarded to MMHE/Technip SK316?

the bid is a design competition; only one winner for both topsides and jacket. THHE have to wait for other project. too bad for punters.

......that is how u become millionaires from the stock market.

org pengsan bila sedar mesti minta makan.

pengsan sekejap. belum mati lagi. Fundamentals still ok. :)

I will buy AAX when price is RM0.80-0.85 cent. You never know...

what BB is presenting are the real and current risks/threats with regards the the business. Tony knows them and what is important is what Airasia is doing about it. Again, opinion is like asshole, everybody got one.

I've been following the threads. Not so good about airlines business. So I googled airlines gone bankrupt (closed business, re-organised, sold to other parties) for the last 20 years and the number is quite significant. Maybe the business scenarios are different back then but I think the business risks could be the same. As long as Airasia can deliver good bottom lines and all risks associcated with the business are mitigated, the business will grow as there are roooms from growth. And of course, there are bad times and good times.

Buy mother. Keep for a longer while. In the mean time, focus on day job.

dividen tu mcm salah kira jer....

heard "more than target". Dont know how true.

e&p is a risky business with very great return. unit development cost and unit production cost can be between usd 1 to 10 per barrel while spot price can be usd 70-80 per barrel. development period can be between 1.5 year to 5 years before the oil reserve can monetised. once actual drilling is completed and reserve/asset is confirmed, fair value of the company can be as high as rm9/share (with the current Exploration areas and confirmed oil reserves). so, if you extra money to bet, why not? dont like the risk? keep in FD

good, better, best

the rp 2c crane manufactured by ogw can be cheaper compare to favelle but they need to convince the PSCs that the quality is as good as favco and have better lead time as favco is loaded with orders from all over the world. otherwise, the license is only good to push the share price higher temporarily and not for revenue generation yet; in the mean time. ride the trend and realise the profit.

Runhill mgt have been ignoring calls by petronas engineeers at site to expedite and accelerate the project and rectified problems.. Tan sri thought could "play-play" since thought many friends high up could help. but when call for ban comes from bottom and project engineers are willing to go through all the hassle to presenting the banning case; ranhill is dead for sure. Only handful of company being banned by petronas and most of them bungkus already. Upstream business for ranhill also going for bungkus as most engineers have been laid off or contract not renewed. better stay privatelah Tan sri.

EPF is trading the share to realise the profit.

KNM worst enemy is its very low profit margin. It may win contracts but bottom lines are at risk. in bull market, good news, like winds, will fly kites high; else up up and nose dive. They still rents shops lots in sri kembangan which owned by who else. KNM needs both rebranding and building its image to fund managers. RM 4+ billion order books? yeah right.

MMHE needs to be more efficient in order to increase its profit margin as contracts prices are getting competitive. The top management has failed to make improvement and should be removed and replaced. Middle management and production teams need to be cleaned up in order to stop cost over run for not being "competitive". Technip is the parasite that need surgically removed. MMHE is not business friendly; try to enter their EAst and west yard. With all the money raised from IPO, the yard improvement team is still dreaming of "building the best yard". Governance is bad if not worst. None of their project is delivered on time; reasons why? - all the above.

That is why the price of its shares took a beating.

sun always shine after a dark nite; once haze is not longer there as the bucket is now fuller.

zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz......kabooooom$$$$$$

For people, patience is a virtue. For investment, patience is money.

market is efficient; if not all the time

The trend is your friend till it bends. The book is black.

big fish are realising some profits and ABP is now higher. The only way for more capital gains is going north.Dividen wise, so minute.

shaking off excess water; only then can eat

70+ in a week or so

60+

investment strategy for alam - have guns with lots of bullet. Naked cowboys better stay away.

Based on latest report by investment bankers, the company is fundamentally strong with potential of winning portion of TNI and underwater inspection services. Or those analysts have priviledge information? read and interpret RHB report.

Fully agree with qwerty who seem to be hinting on something based on several earlier postings. "Trade in something I know only, not the ones I think I know: - Transporter

Setting side the book, other good thing I can hope is potential KNM participation with RAPID project which is currently on FEED stage. With KNM competitively priced proposal, success rates of winning tenders could be higher than other process equipment manufacturers (although can translate into lower profit margin and slightly higher risk of cost overruns.) But who cares, as long as the stock price respond positively and meet target returns. Again, during low tide, ships big or small will float lower. The money comes when u guess the tides correctly.

The trend is your friend until it bends.:)

Most big boys cannot buy penny stock based on their investment policy. Some funds set minimum stock price of RM2 and above. But once ALAM breaks RM1.00, more big funds will start buying and this stock can reach the TP.

ALAM will have to compete with OIC players with construction barge like SKpetro,Sapiem, Nippon Steel,THHEavy and others for a piece of the Pan Malaysia OIC contract. And ALAM can also support the winner of the Pan Malaysia OIC contractor for the provision of OSV like what they have done before.

In my personnel opinion, ALAM is a good counter to buy and keep for both the capital appreciation and dividen yield (for 2013)

If taking into account average valuation of x13, ALAM can go more than 1.25

There are other PSCs in operation in Malaysia. More contracts will be given out until we ran out malaysian flagged vessel. The Pan-malaysia transportation/installation to be awarded to winning contractor Q2 this year.

In my opinion, 1.25 TP is achievable. All those fund that have striked out ALAM earlier will be buying them back.

latest announcement from bursa

The Board of Directors of Alam Maritim Resources Berhad ("AMRB" or "the Company") is pleased to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd, has received a letter of award from Petronas Carigali Sdn Bhd for the provision of six (6) units marine vessels [“the Contract”] for a total sum of approximately RM576 million (estimated inclusive of extension option, if exercised).




DETAILS OF THE CONTRACT

The Contract which has taken affect from 1 January 2013 to 31 December 2017 is for a firm period of five (5) years.

400+ million contract

another good news coming today?