should take time to climb higher,but on steady path,next quarter onward BAYAN MOPU will start to contribute positively,can expect better result going forward,as contribution from MOPU alone should more than RM100 million Revenue per year for the next 10 year,i am looking on 15-20% Net margin on that.
snapbuy,i dont expect redtone to take leading role in 5G development,but there'll be much more opportunities to grab when malaysia develop 5G,collaboration with huawei is possible but better dont over speculate on this.
redtone will play certain role in 5G development for sure ,maybe by infra development or sign more corporate customers,since they are clear leader in that aspect.
frankly speaking,tropicana is not a responsible developer lo,they just wanna make easy money and fast fast withdraw themselves from various obligation,dont expect they serve you well after you bought a so called "luxury or premium"property,they dont care about after sales services at all,tropicana cheras also got protest recently cos buyers feel cheated by developer.
assume small investors buy 20 millon share in total at RM 1.50.nine month later,dayang only sell at RM 1.00,means small investors gonna lose RM 10 million in total,RM 2millon from KYY enough to cover all the losses?
LKOH:i mention 60kg because base on current production cost of around RM10m per quarter,i expect cost increase further to RM16-18million per quarter once they fully utilized current capacity,means 1st 100kg of gold will be use to pay cost,and 2nd 100kg of gold will be profit.
so i expect gold business will only contribute significantly to the bottom line after they produced at lease 200kg gold per quarter,or 60-70kg gold per month.
not enough cash to excecute SKIN project,only less than 10m cash in hand,right issue is inevitable.2nd and 3rd largest shareholder(KWAP and AIA) is dumping big amount of shares,more than 80m shares waiting for offload,how to rebound?