slowly nibbling down 30 sen .... yummy ......

Hope patrick13 would have joined in earlier !!

Ah seng is slow and STEADY !!

YES !! YES !! AH SENG REACH 30 SEN !!!!! GO .............................

Ah seng going 30 today ?

Where is wahaha ???

This week 30 sen, after QR 40 sen ....... hoo hoo !!!!!!!!!!!!!!

REVIVAL of ah seng is ON now !! more to come ....

ah seng doing well today !! tmr 30 sen??

Ah seng looking strong ............

Maybe can reach 30 sen this week !!!!!!!!!

if wait until everything is clear, then it will be at much higher price.

Be BRAVE and GRAB while it is still CHEAP ....................................

(to hold until next year after the expansion revenue kick in, to reap good profit)

If you read ALL the past qtr reports, then you may realise that for qtrs which were negative, they were ALL due to the solar segment.

With solar out of the business segment, qtrs are expected to provide positive results.

Now with the expansion of their plastic business, which is their traditional strength and profit generator, then we can expect to see higher profit.

In summary, cut out loss making business, expand profit making business, so the result is making more profit.

Patrick13, we are buying for 2020, not for the coming QR.

As I said earlier "With the profitable pvc sector and selling of solar power, ah seng is worth at least 30 sen", let us see how soon will ah seng reach there! .... and where are you wahahaha ???

calling calling wahahaha ......... calling calling wahahaha .................

Renaissance of Tek Seng is COMING ...............................

Where is the wahaha now?

I will FULLY support him now if he come to promote ah seng again, like the way he used to !!

when all the extra contribution is recognised in the QR in 2020, by then ah seng will be at least 40 sen. Those who buy now/recently will be the early birds to reap good profit !!

2020 will be a good year for ah seng! GO GO ah seng GO .....................

GO GO ah seng GO .................................

Look like my bet earlier is CORRECT !!

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Posted by skyrider > Feb 9, 2019 10:10 PM | Report Abuse

Solar production already stopped since 17 sept 2018, so no more bleeding.
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Posted by skyrider > Feb 9, 2019 10:25 PM | Report Abuse X

Director Loh kept buying company shares from open market since 28 Aug 2018.
Time to relook at ah seng, especially since it is now at/near bottom.
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Posted by skyrider > Feb 9, 2019 10:35 PM | Report Abuse X

Furthermorr at price 24.5 sen and dividend 1 sen, dividend yield is 4.08%, better than fd.
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Posted by skyrider > Feb 9, 2019 10:49 PM | Report Abuse X

With the profitable pvc sector and selling of solar power, ah seng is worth at least 30 sen, now price is cheap.

bojed also there !!

Miss Mabel not working hard enough, so Greatec is getting cold alrdy !!

Come join ah pang at PCCS .....

Miss Mabel working so hard last night and this morning, Greatec have to give some face mah ....

just now so worried ah pang will "fart" fatimah, luckily he seems to have a soft spot for kakak !! hehehe ....

maybe he can help to explain.

ahmoing ? I believe the expert in the subject here is none other than our musang friend !!

As long as Miss Mabel is around supporting, I think Greatec will stay strong.

But latest by Q2, I believe Miss Mabel will forsake her young and exciting girlfriend Greatec !!

So for now, it is Miss Mabel who is ahmoing Greatec !! hoho .....

.... so is 70 sen the final destination ? don't think so.

After the shocking Q2 bring the price to 70 sen, it will slowly slide to 50 sen by Q4 because Q3 and Q4 will still only have revenue recognised from one First Solar factory, that is the Ohio S6 factory 2.

By Q4, Ohio S6 factory 2 would have come online, so by Q4, revenue for Ohio S6 factory 2 would have been fully recognised.

"As the company moved into this year it expected shipments to pick up as factories ramp. First Solar’s new 1.2 GW fab in Ohio is not set to come online until the end of the year but when it does, it will give the business more than 7 GW of annual capacity, ..."
https://www.pv-magazine.com/2019/02/22/first-solar-is-sitting-pretty/

and if by Q1 2020, still no new order from First Solar, then Q1 2020 result will be ugly and Greatec will dive well below 50 sen after Q1 announced (that, I supposed, is the worst case scenario) !!

.... so is 70 sen the final destination ? don't think so.

After the shocking Q2 bring the price to 70 sen, it will slowly slide to 50 sen by Q4 because Q3 and Q4 will still only have revenue recognised from one First Solar factory, that is the Ohio S6 factory 2.

By Q4, Ohio S6 factory 2 would have come online, so by Q4, revenue for Ohio S6 factory 2 would have been fully recognised.

"As the company moved into this year it expected shipments to pick up as factories ramp. First Solar’s new 1.2 GW fab in Ohio is not set to come online until the end of the year but when it does, it will give the business more than 7 GW of annual capacity, ..."
https://www.pv-magazine.com/2019/02/22/first-solar-is-sitting-pretty/

and if by Q1 2020, still no new order from First Solar, then Q1 2020 result will be ugly and Greatec will dive well below 50 sen after Q1 announced (that, I supposed, is the worst case scenario) !!

Earlier I said Greatech lower tools delivery to First Solar may reflect in Q2 or Q3 2019, but after read the pv magazine 22th Feb 2019 article which said Vietnam S6 factory 2 is coming online in first 2 months of 2019:-

"The manufacturer appears to be on top of its game and has completed the bulk of its transition to the new, large-format Series 6 module, with its second factory in Vietnam coming online in the first two months of this year, "
(https://www.pv-magazine.com/2019/02/22/first-solar-is-sitting-pretty/)

then I would expect revenues for Vietnam S6 factory 2 would have been largely (if not completely) recognised by Q1 2019.

So from Q2 2019 onward, revenue most likely can be recognised only for ONE factory, which is the Ohio S6 factory 2 (Note that in year 2018, revenue were recognised for FOUR factories at the same time !!) So expect to see some shocking result in Q2.

Look like 70 sen is coming by August .......... meantime have fun !!!

Earlier I said Greatech lower tools delivery to First Solar may reflect in Q2 or Q3 2019, but after read the pv magazine 22th Feb 2019 article which said Vietnam S6 factory 2 is coming online in first 2 months of 2019:-

"The manufacturer appears to be on top of its game and has completed the bulk of its transition to the new, large-format Series 6 module, with its second factory in Vietnam coming online in the first two months of this year, "
(https://www.pv-magazine.com/2019/02/22/first-solar-is-sitting-pretty/)

then I would expect revenues for Vietnam S6 factory 2 would have been largely (if not completely) recognised by Q1 2019.

So from Q2 2019 onward, revenue most likely can be recognised only for ONE factory, which is the Ohio S6 factory 2 (Note that in year 2018, revenue were recognised for FOUR factories at the same time !!) So expect to see some shocking result in Q2.

Look like 70 sen is coming by August .......... meantime have fun !!!

I am not sure about master Calvin buy calls, but normally master Calvin warnings were quite CHUN CHUNNNNNNNNNNNNNNNN .......

Remember 21 Jun 2016, comcorp dived from 99 sen to 65 sen !!

For those who heeded master Calvin warning, then they would have avoided the "bloodbath" !!

Can Greatech go below 30 sen like Tekseng?

A long shot, though not wholly impossible !! below 50 sen is more likely :-

When the tool deliveries to the 5th factory, i.e. Ohio S6 factory 2 is finished (probably by year end) and no order from new solar factory (or new order not in time to fill the gap), then Greatech may go below 50 sen !!

When the lower tool deliveries to First Solar is reflected in Q2 or Q3, then Greatech will go below 70 sen.

When the tool deliveries to the 5th factory, i.e. Ohio S6 factory 2 is finished (probably by year end) and no order from new solar factory (or new order not in time to fill the gap), then Greatech may go below 50 sen !!

.... and this is just CONSERVATIVE prediction !!

Previously I predicted that comcorp will go below 20 sen, and today comcorp is at 7.5 sen !!

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Posted by skyrider > Mar 21, 2018 9:08 PM | Report Abuse X

If a few negative qtrs without BCM contributions, it may even go below 20 sen!
20/06/2019 8:09 AM

When the lower tool deliveries to First Solar is reflected in Q2 or Q3, then Greatech will go below 70 sen.

When the tool deliveries to the 5th factory, i.e. Ohio S6 factory 2 is finished (probably by year end) and no order from new solar factory (or new order not in time to fill the gap), then Greatech may go below 50 sen !!

.... and this is just CONSERVATIVE prediction !!

Previously I predicted that comcorp will go below 20 sen, and today comcorp is at 7.5 sen !!

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Posted by skyrider > Mar 21, 2018 9:08 PM | Report Abuse X

If a few negative qtrs without BCM contributions, it may even go below 20 sen!

hahaha ... never know bro VenFx also got good sense of humour !!

Greatech is now clearly a GORENG STOCK !!

but why Greatech is a GORENG STOCK now ??

because when we have ppl who PURPOTEDLY have direct access to the company management be so KIND to come to i3 frequently to share his PURPORTEDLY discussion with the company management in detail which paint a bright immediate future for the company, OBSTENSIBLY without any form of documentary evidence whatsoever
(please see Jay's blog https://klse.i3investor.com/blogs/purelysharing/210865.jsp),

while public info contrarily and clearly show the COLD HARD FACT that Greatech's year 2019 tool deliveries to First Solar will be much lower (https://www.pv-magazine.com/2018/02/23/first-solar-sold-out-well-into-...) and hence Greatech's 2019 revenue will be much lower than last year !

It is jubilant when the party is on, but when the music stop, some will leave with only underwear!! Hahaha ... have fun guys ........

Greatech is now clearly a GORENG STOCK !!

but why Greatech is a GORENG STOCK now ??

because when we have ppl who PURPOTEDLY have direct access to the company management be so KIND to come to i3 frequently to share his PURPORTEDLY discussion with the company management in detail which paint a bright immediate future for the company, OBSTENSIBLY without any form of documentary evidence whatsoever,

while public info contrarily and clearly show the COLD HARD FACT that Greatech's year 2019 tool deliveries to First Solar will be much lower (https://www.pv-magazine.com/2018/02/23/first-solar-sold-out-well-into-2020/) and hence Greatech's 2019 revenue will be much lower than last year !

It is jubilant when the party is on, but when the music stop, some will leave with only underwear!! Hahaha ... have fun guys ........

Apparently the drop in Greatech's orderbook of RM169m as at Oct 2018 to RM91m in April 2019 match the lowering of tool deliveries in 2019 !!
https://www.pv-magazine.com/2018/02/23/first-solar-sold-out-well-into-2020/

Oh my god, that EXPLAIN everything !!

I expect the effect of lower tool deliveries on revenue start to kick in either by Q2 2019 or Q3 2019.

The FACT is the first tool will arrive at the factory about 1 year before production !!

Please see the dotted line (----) in the Series 6 Manufacturing Milestones which mean tools arriving, in this link https://www.pv-magazine.com/2018/02/23/first-solar-sold-out-well-into-...

You may see that 2017 start to have tools arriving, mostly in 2 factories (Ohio S6 factory 1 and Malaysia S6 factory 1)

In year 2018, tools arriving in FOUR factories (Ohio S6 factory 1, Malaysia S6 factory 1, Vietnam S6 factory 1 and factory 2). That is why the balloon in Greatech revenue for year 2018 !

But look at year 2019, tools arriving only in Vietnam S6 factory 2. If we add in the Ohio S6 factory 2, then only tools arrving in 2 factories.

If we presume on that tools delivery milestones, then we can expect to see lower revenue for Greatech in 2019.
18/06/2019 4:46 PM

@kyy_superhuman Words from master like Jay, who rightly warn ppl to stay away from vivovom on 27/10/2016 when it was 17.5 sen but now only 1.5/2.0 sen !! (pls see Jay blog on vivocom https://klse.i3investor.com/blogs/purelysharing/107442.jsp) is never too many, even if it is a repeat !

Just to avoid your irk, please allow me to list a few NEW quotes from Jay as below:

"many retailers may be chasing this stock without understanding key information about this company. Information is only useful when it’s timely" (for the said information, pls read Jay's blog on Greatech https://klse.i3investor.com/blogs/purelysharing/210865.jsp)

"If you bought this stock knowing this information, but your rationale is because you believe in this company’s prospects, whereby there are a lot more opportunities out there to replace any shortfall from First Solar’s revenue, or if you believe in the management or think the company’s expertise deserves a premium valuation, then by all means invest." .... end quote.

So if you think Greatech is worth more, then by all means invest, and good luck to you !!

Jay had warned to stay away from vivovom on 27/10/2016, that time vivocom was 17.5 sen, and today vivocom is 1.5/2.0 sen !!!!
https://klse.i3investor.com/blogs/purelysharing/107442.jsp

Now hear what Jay has to say about Greatech:
"If you are expecting Greatech’s 2019 revenue to hit RM230m (annualizing first quarter) and profit of RM50m, that could be a tall order especially when there’s a high chance its largest customer would be reducing orders. It is thus likely that 2019 full year revenue could come in below 2018 level."

"if you bought simply because you extrapolated recent results or due to fear of missing out (FOMO) after last few days' surge in share price, then you are bound to get burnt in your stock investment one day, even if not Greatech."
https://klse.i3investor.com/blogs/purelysharing/210865.jsp

Listen to what Jay said:
"But if you bought simply because you extrapolated recent results or due to fear of missing out (FOMO) after last few days' surge in share price, then you are bound to get burnt in your stock investment one day, even if not Greatech."
https://klse.i3investor.com/blogs/purelysharing/210865.jsp

I have great respect for Jay.
He warned to stay away from vivovom on 27/10/2016, that time vivocom was 17.5 sen, and today vivocom is 1.5/2.0 sen !!!!
https://klse.i3investor.com/blogs/purelysharing/107442.jsp

Thanks for the info.

With the profitable pvc sector and selling of solar power, ah seng is worth at least 30 sen, now price is cheap.

Furthermorr at price 24.5 sen and dividend 1 sen, dividend yield is 4.08%, better than fd.