Glad to see that Deep Value Investing is gaining popularity among young investors. We do need to remember that the disciples of Benjamin graham are very influential among fund managers. When they invest in a deeply undervalued company, their reputation alone will become the catalyst to unlock the hidden value. Until we obtain that status, always looks for catalyst and focus the company analysts around potential catalyst. I have full confidence that the day will come when Calvin name will be the catalyst

Alex Lee comments at 1pm pretty much sum up on my view of HY coming results

No insight la, just load up

I am wrong. Stockraider used of replacement cost valuation just up the game. Seem like I3 is not for amateurs only.

The comments on why Shell sell SRC got deleted. Too bad, I thought that's the most intelligent post so far.

Or BSKL and the shareholders just gonna happily roll over and die? Seem like no one has been penalized for the public rape except the shareholders.

At price close to zero, it will be an interesting arbitrage play if BSKL and shareholders have legal channel to seize the assets or bring justice to the directors. And auditors. And Perhaps the promoters too?

No growth, don't buy. Got growth, don't sell. ; Growth long, hold long long. Growth short, hold short short.

A lot of emotions in the forum. That is not good for your pocket. Focus on the business instead of the share price.

Don't be caught with your pants down when Q2 eps exceed ten cents

Q1 is traditionally the slowest quarter for Penta. Just check the past 10 years record. So forecasting the full year result by Q1 x 4 will definitely give you the wrong forecast.

eventually the news flow will turn positive, price push up so that some share cld be liquidated to fund the coming election

election campaign cost a lot of money, u might have noticed that the company is doing all it can to depress the price

this is UMNO linked company

relax, eventually the price will reflect the values of the assets.

what will we gain by making fun of KYY or anyone?

i never donate tens of millions to build hostel for needy students

i never give any money to any students

KYY is not perfect. but are we?

a recession proof almost monopoly kind of business

that's why I die die hold

jokes aside. Ptrans do have real businesses run by solid manager owner.

and Malaysia becomes high income country in 2020

after lock in period, bumi transfer the shares back to the real owner

so transfer shares to bumi company to comply with IPO requirements

this is Malaysia Boleh. BSKL required bumi shareholding.

I like business with higher barrier of entry. These 3 horse has strong R

I missed out on JHM. My 3 horses are Vitrox, Penta and IQ

after the goods are delivered, then the 40% advance payment plus additional 60% will be recognized as revenue and profit and share price increase.........

it's the advance payment they collected from customer but not yet deliver the goods at end March

If you happened to own Vitrox too, do not sell just because the price has gone up. The demand from non traditional electronic sectors (auto, military and smart city) is stronger than expected, on top of the traditional consumer sectors. This electronic up cycles have legs. No sunset in sight yet, so ride the 3 horses thru the Grand Canyon.........

闲人口水多。Vitrox has the same bargain power too, 40% down payment.AE Multi is not so lucky though.

Those who attended the last AGM will know. So make sure you do not miss the coming EGM for the corporate exercise.

Why 10? Not 8 or 12

If Penta does not cross RM10 upon Q4 result announcement........... 天没眼

Only when demand greatly exceeds supply can suppliers demand 40% down payment to accept orders.

This is the down payment Penta received from customers for orders to be delivered manily in Q2

Last quarter " other payable and accrued liability " jump more than 300%!

Opp.... didn't finished typing just. Let me continue

penta employee collectively hold more than half of the company

Forecasting future price is always tricky, nocindycat's RM8 in 2 years is way too conservative, in my humble opinion. If you look at last quarter balance sheet, "other payable

没成长，不要买。有成长，不要卖。 成长长，长持有。成长短，短持有。

Hi Alex Foo, relax. Hold till next quarter result release in Aug and you will be laughing all the way to the bank. Many shareholders has visited the factory during the AGM. The production capacity is fully booked, customer have to pay 40% advance payment just to get Penta to accept their orders!

没成长，不要买。有成长，不要卖。

Thanks to Dr Neoh for introducing this company to ikan bilis investor like me.

Even better stuff, the inventory growth by more than 20%! Next quarter will keep rolling!

Good result and dividend growth meet expectations too. This management team is on the roll.

Hi Neil, appreciate if you could share your basic for the Power Plant valuation. Thank you.

What will Penta do with the IPO proceeds? Distribute as dividends is a possibility. But Penta ROE is more than 30%, can investors reinvest the dividend at 30% return?

Simply by set up A subsidiary and list the two business where the market could understand and appreciate the fundamental of the respective operations, Penta PE will expand from current FWD PE 12 to hopefully above 20. Plus the earning growth of 20 to 30 %. This is $$$