you stay away, i sapu

Right issue 1 for 2 at RM0.50

coming budget free granite?

Anna, whats next for Euro? Asset injection anytime?

o o ta ta yo

Given the emergence of Tee from Oxley in the deal and the highlight of property development in the latest company's focus, Beverly Heights injection is the most likely event. For the fat cake issue, might not be the case as they have to fork out money for compensation to the current house owner there and also the land clearing expenses before Oxley takeover the execution of the project.

Ok, give me your email

Wow Anna, what is next? split, bonus issue, right issue and acquisition altogether?

Name me a rto counter that is trading below its nta.

Anna, how many lots are you holding?

Rise and shine

It was just a notice, not the actual offer. When you receive the offer letter in the coming weeks, just ignore it as I don't think you should accept the offer at hefty discounted price.

Hackathon lifted the veil...game on

Time to lift the veil

IMO,It will be a good practice to disclose when you are "in talk" that will lead you to the 33% threshold. Btw, just don't bother too much about MGO with low price as minority will only start considering above 0.60. The asset injection part will be an exciting one (if materialise) with reference to Golsta, Maica and Focal Aims.

The Catalyst coming soon

Capital Reduction is done, now come the private placement and warrant issue

I view it as a first step for rubber estate project injection, positive

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1637253

The whole proposal was approved by Bursa and Shareholders. They have disclosed the estimated timeframe on their circular. Obtaining seal from high court for capital reduction come first, follow by private placement and warrant listing(proposed end of Aug)

Looks like Felda gonna leverage on Crest's expertise in construction of sophisticated high rise building

This counter solely for long term investor, not good to do speculation on special dividend and privatisation. Contra players beware as liquidity can go off at one time. I am in for long term.

Does land price in Persiaran Jubli Perak fetch RM200 per sq ft?

Lion Industries is selling, reason not clear. But it should be a good time to accumulate

It seems they are already exempted from the 25% requirment since they are not required to give a status report monthly like Lion Diversified. But hopefully they only dispose off just below 75% ;)

Lion Industries selling again

4 property launches worth more than RM3bil in the pipeline. Property division to contribute 50% of company topline. RM2bil tender book for construction division. 60% take up rate for both Alam Sanjung and Avenue Crest. (TheEdge daily)

Next catalyst : disposal of Tierre Crest, launching of last batu tiga project, launching of The Bank and securing construction contract from East Coast Development

Anyone know what will be the amount roughly to be written off come Sept 2015 when both their IPP lapsed?

Tuesday sell Friday privatise? Maybe they should name the rationale as god sent message on Thursday night. At RM1.10 I think acceptance is 400 shares =D

Anyone know the average tree age for Kulim's malaysia oil palm plantation?

This is a mixture of NTA and low PE play to me.... prized assets like land in Dsara Perdana and Mont Kiara, Unitapah concession and good earnings from its affordable housing projects. Not to mention many possible catalysts on their way : Construction projects from East Coast, Langat 2 sub package, Sale of Tierre Crest etc

It was restated, probably adoption of accounting standard after audit gua. Just my guess

there shdnt be any speculation on dividend as it was proposed at 3.75 cents

zzz...CPO and soybean oil drop like mad

4th round waiting at 0.625 this time =))

Yes, im fully loaded and ready with Kretam!

Sifu Raider,

Wonder still wanna ask about CLIQ, wonder count left count right macam not enough.

CLIQ- Isnt it 357mil cash or 319mil obligation divide by 630mil shares issued (=0.56)?

Wow leno's point was really a good one ya, the Yusli part. Previously thought the appointment of Yusli was for good corp governance, never link it with their previous scandal.

Dont get affected by the sentiment easily guys, everything are still intact. I personally believe that its growth potential is quite big both locally and the Indian power generation business.

Hopefully chang blur blur dont get banned again in i3 ;P

=)

Waaa....feeling abit proud la sifu general raider included FACB into its snapshot!!!

Haha, i guess he must have infiltrated i3 with diff name oreidi!!

Special thanks to sifu raider who always remind us of Margin of Safety. It is really useful and the most practical one!

CLIQ- Isnt it 357mil cash divide by 630mil shares issued (=0.56)?

FACBIND - Net cash per share of around RM1.77 as margin of safety(30% below Net cash), Dividend paying and profitable remaining business.

Yes raider, its from investlah but i have stopped visiting investlah unless sometime just to see your latest picks!

For CLIQ, i think base on the short term deposit(comparable to their 90% obligation under liabilities) they have, they cannot refund the shareholders upto 0.67 per shares. Somemore not considering when warrant holder excersie at 0.50 per shares.

What about FACBIND raider? whats your comment on it

Hey Sifu Raider,

I just go through CLIQ's accounts, do they even have enough cash to return their shareholders 0.675 per share if acquisition failed?

Also....any comment on FACBIND? hehe margin of safety on its net cash?

Time to collect again at 0.60 =)

Not much details yet, just that the Johor project was under a company owned by Benalec and Sultan's son.

Don't worry, the company in the deal is jointly owned by Sultan's son.