The production of the PPE will be in accordance with the International Organisation for Standardization and the Company is in the midst of applying the approval from all the relevant authorities for the production of the PPE. The Company has placed order for the production machineries. Subject to the approval being obtained from all the relevant authorities, the production is expected to be commenced by end of May 2020 in the Company’s main factory. The products will then be sold in local markets.
If i m not mistaken 888next mentioned they are not producing face mask for the moment instead of moving to phase 2 which is to produce the materials for the production of face mask. Correct me if i m wrong
I think face mask will be good for a few more months after that there will be a surplus in supply as the virus tapers out. Also u have to manufacture to N95 standard or KN95 the Chinese standard. But I think China will not buy from u as they are producing millions of it everyday to try to meet the demand now. I am not sure of the PPE, ventilators, protective clothing etc? The question in my mind is, is this a good time to go in now? How is your other manufacturing business? With the virus, many manufacturers, hand-phones etc are scaling down. Do you think you can increase your EPS for the next 2 Qtrs? Thank you.
i think the good news is full productivity lifted, no more 50% capacity. Bonus issue is.... psychology of investors' herd instinct of having freebies. just share split.
you can hold until bonus but pls set a cutloss price, in case it drop to certain amount just cut loss and buy low. But obviously it wont happened like few days ago anymore.
Bonus issue is good if you expect the company to increase profit in the next few quarters. Essentially u will get more shares and still enjoy earnings growth. This will be the most ideal situation
Or if u expect earning will be flat or slightly down in the next few quarters, bonus issue will actually dilute in earnings and see drop on eps as more shares are divided against the profits.
Witty I think you are missing the big picture, although technically bonus issue does not translate to an incremental return to your investment. The disparity between an existing shareholder and a new shareholder will be BIG.
Us early investor will get 2x the number of shares, which will benefit in the long run as the company makes more money. Notion with face mask is an even bigger play than a purist like Adventa. Today is just a beginning of the roar.. Look at my call for LKL, this is another gem in the making.
U decide and invest. Like 888next said, do your homework before investing. This is not a buy or sell forum. Just sharing opinions. Happy trading. Cheers!
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Kanm100
173 posts
Posted by Kanm100 > 2020-04-25 22:47 | Report Abuse
Hi 888next, is notion a supply parts of ventilator to Dyson?