vespa

vespa | Joined since 2017-03-23

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User Comments
Stock

2019-01-24 15:53 | Report Abuse

Period ending Dec 2009 Loan and receivables 15,004
Period ending Marc 2010 Loans and receivables 1,024,849 !!!!!
Period ending March 2018 Loans and receivables ("LAR") - 1,937,263
Period ending June 2018 LAR classification vanishes. Now appears as Financial assets ..in govt securities etc I did not look any further into how it was distributed and the rest of it. How much of this is marked to market I certainly dont know.So one had better review its NAB.

This thing is a farce. Someone came to power in 2009 .... appears to have pillaged PNB companies.

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2019-01-06 20:46 | Report Abuse

guys wc is over priced better off buying the parent

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2018-12-13 22:27 | Report Abuse

Days of easy money with e-service contracts maybe over...Most of these e service companies had an element of croynism. BIMB's report on Datasonic is not encouraging as it sees inherent downside risk.

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2018-12-06 23:10 | Report Abuse

This management are bunch of clowns that care of themselves with your money. Suffered this joke a decade ago and the story has yet to change.

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2018-11-30 15:16 | Report Abuse

results better than last qtr but cashflow aint good

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2018-11-29 18:40 | Report Abuse

often enough when results are announced late things dont look good. I hope I am wrong

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2018-10-31 23:21 | Report Abuse

suspect CBB
margin call selling

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2018-10-23 20:57 | Report Abuse

I think I may have said what CyrusQ had said..

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2018-10-23 20:02 | Report Abuse

Datasonic will survive...Company may have to pay a fine and director to move out. Technology has barriers to entry, more so as it is a security issue only Malaysian companies are eligible and I doubt there are many around with the requisite skills. Price may yet be volatile till case is heard.

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2018-06-25 22:59 | Report Abuse

insiders who profited from intended Aberdeen buy...more like the fund & broker related parties

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2018-06-25 19:07 | Report Abuse

Aberdeen seems to like Karex

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2018-06-01 21:59 | Report Abuse

business in Malaysia is all twisted with UMNO acolytes

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2018-06-01 21:57 | Report Abuse

work has been subcontracted to Dnex...but not much so far in terms of revenue

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2018-05-28 15:25 | Report Abuse

not a good sign insiders seem to know more by
selling

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2018-05-28 10:37 | Report Abuse

Rosmah why are you doing this

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2018-05-26 21:14 | Report Abuse

Thanks Dericlock ..am as happy as you

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2018-05-25 21:55 | Report Abuse

yeah let us just wait for the real McCoy

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2018-05-25 21:24 | Report Abuse

I hope I am wrong

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2018-05-25 21:18 | Report Abuse

"Associates contribution increased 35.4% YoY but declined 34.0% QoQ. The
former was due to higher crude oil price, whilst the latter is likely due to
overflow from 3QFY17 as a result of maintenance activities." extract from report
Dnex only associate in Oil and Gas is its interest in Ping...( look up annual report) not sure why the plural (associates) has been used. analyst just lifted it

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2018-05-25 21:11 | Report Abuse

Sorry guys this is just to be cautionary . I still believe in Hibiscus

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2018-05-25 21:08 | Report Abuse

it is on klsei3 ( this very site ) under company Dagang Exchange (DNEX)
TA research 25 May
2018

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2018-05-25 18:38 | Report Abuse

I am a longer term holder of Hibiscus so don't fret with scare mongering by spivs

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2018-05-25 18:15 | Report Abuse

just be careful guys Anasuria production has not been good due to spillover of maintenance from previous month. TA research mentioned this in their analysis of Dnex results I think there was more than a 30% drop in profit from anasuria for Dnex (15% holding through Ping).

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2018-05-18 11:51 | Report Abuse

i am able to buy iris on margin.....not sure why all this scare stories..any idea to cut govt expense would be to bring in more technology ... open tender makes sense rather than croynism. We then get a level playing field unlike now with datasonic, Myeg and the like..

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2018-04-06 17:09 | Report Abuse

management’s statement ; is exactly as said in this blog. yes it can export but will be subject to FDA inspection which holds up clearance etc. until matter is lifted. risky... wont recommend this stock due to weak governance issues

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2018-04-04 09:48 | Report Abuse

this is tricky..bought into it at 1.06 and just had to cut cut loss. if true about FDA..god help them

News & Blogs

2018-03-17 05:59 | Report Abuse

Brisk you are spot on..Malaysia's risk free rate is about 4% (10 yr bond).

News & Blogs

2018-03-16 21:30 | Report Abuse

David had the guts to put his analysis online and I am pretty sure it took him time to gather the info. I know as I do it too. So please build on it rather than criticising it. Look at his assumptions and challenge them if you need to.

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2018-02-02 09:34 | Report Abuse

backwardation in oil prices ...cant see Hibiscus at current levels unless something untoward I am unaware of

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2018-02-01 16:33 | Report Abuse

hey guys cool it..

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2018-01-15 19:33 | Report Abuse

JP Morgan write up..regurgitating history ..standards obviously have fallen

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2017-12-20 19:48 | Report Abuse

That seems to be the strategy

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2017-12-19 18:52 | Report Abuse

Well we have to start somewhere

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2017-12-12 23:36 | Report Abuse

wrt TaiKT's remarks which are so apt these market moves are fixes just as in Hibiscus that needs to fix its warrant exercise price and therefore limits its rise. Dnex drove down for some huge share buy and now that has happened its time to move it up ..nothing has changed over the last two months but price of oil incrementally higher. Market fixes and manipulations ...

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2017-12-12 18:30 | Report Abuse

Expect price to move up with well coordinated press reports.

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2017-12-04 22:02 | Report Abuse

Howcome with the impending news it did not budge..Any good news of this sort would have seen the stock soaring in advance ..Hopefully for my own sake I am wrong as I do have Hibiscus in my portfolio

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2017-11-29 18:40 | Report Abuse

meant to say market av price for off market trade at .405 parent and.175 warrant

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2017-11-29 18:02 | Report Abuse

.405 and .175 market av. price. I really am not sure for shorter term but a fair bet in the longer term

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2017-11-29 17:58 | Report Abuse

Suspect more of this in the next few days

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2017-11-29 17:57 | Report Abuse

prices seem have been suppressed for market exchange..typical

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2017-11-21 21:49 | Report Abuse

"OGPC reported average annual net profit of RM20mil in 2012-2015. DNeX was the only local service provider awarded a 3-year drilling and services contract by Petronas Carigali in 2Q16."

Doubt this unit is profitable although touted as a great buy at lower oil prices!

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2017-11-21 21:45 | Report Abuse

Anasuria has been good but Local O&G buy has been a let down...overpaid for rubbish.

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2017-11-16 09:39 | Report Abuse

could just be overall market weakness...

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2017-11-16 09:31 | Report Abuse

buy rate only 4%!

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2017-11-16 09:30 | Report Abuse

incessant selling