Posted by ooi8888 > 2021-03-25 22:18 | Report Abuse

I think they are still collecting these few days.

Posted by michaelwong > 2021-03-25 23:53 | Report Abuse

More liquidity with the exercise and conversion of warrants

Posted by 2020covid19 > 2021-03-26 10:38 | Report Abuse

no patient no buy

Posted by Boykered8888 > 2021-03-26 17:05 | Report Abuse

Yes Godblessyou agree something is coming due seems some1 is collecting not sure who

Posted by anzhsb > 2021-03-26 20:40 | Report Abuse

another 950lots warrants converted today ...

Posted by ooi8888 > 2021-03-26 21:33 | Report Abuse

last 4 days flat today down half cents, volume moderate, what does it mean?

Posted by Hengonghuatwin88 > 2021-03-26 21:47 | Report Abuse

I am newbie here, Actually warrants converted is good or bad?

Posted by ooi8888 > 2021-03-26 21:57 |

Post removed.Why?

Posted by Hengonghuatwin88 > 2021-03-26 22:11 | Report Abuse

OK, Thanks for your sharing.

Posted by Sunshine123 > 2021-03-26 22:12 | Report Abuse

Ooi8888 .... I sold off 2000 warrants. If I had kept them and used them to convert now, how much would I gain. I don't really understand warrants.

Posted by ooi8888 > 2021-03-26 22:28 |

Post removed.Why?

Posted by ooi8888 > 2021-03-26 22:28 | Report Abuse

and you have to wait for 2 weeks for processing.

Posted by ooi8888 > 2021-03-26 22:31 |

Post removed.Why?

Posted by Sunshine123 > 2021-03-26 22:43 | Report Abuse

Ooi888 .... thanks. It has helped me to get a clearer picture of how warrants work.

Posted by ooi8888 > 2021-03-26 23:27 | Report Abuse

you are welcome

Posted by RaksasaKambing > 2021-03-27 06:49 | Report Abuse

Large number of warrant conversion means dilution for the mother share, because there are more shares for the same amount of 'company'. But it can also be a good thing, since the exercise price goes into the company's coffers, they get to use for capex, increasing production. Esceram's growth trajectory is clear so I'm not too worried even with the dilution effect. The growth is going to surpass it.

Posted by RaksasaKambing > 2021-03-27 06:51 | Report Abuse

But the other way round is also true. More warrant conversion means less warrant yet to be converted. Notice that although we have a lot of warrant conversion this week, the price is pretty stable. Holding power is there. All of us holding mother share can just be patient for the next two quarters, I really think will easily hit 1.30-1.40, maybe more.

Posted by 2020covid19 > 2021-03-27 09:20 | Report Abuse

means Warrant is getting lesser and worth to keep or sell instead of holding longer term?

Posted by RaksasaKambing > 2021-03-27 10:16 | Report Abuse

The warrant expiry date is still quite far off so I'd say the most important thing is whether the margin between warrant and mother share price suits you. Generally speaking, the warrant will trail the mother share by about 20 cents (the conversion fee) but sometimes if the warrant value 'lags' then you can get a decent margin.

One thing to note is that if Esceram declares dividends then that's eligible for mother share, not warrant. I won't be surprised if Q4 we will get some. They won't want to hold so much cash, so should either give out as dividends (short-term gain for shareholder) or utilise as capex (long term gain for shareholder). The dividends from Esceram since last year is negligible because they have been constantly using for capex, expanding their capacity. We benefited from it in the recent quarter, but there's much more to come. Based on the company announcements we can expect volume to double over the next 12 months. The demand is certainly there. How that translates into profits is anyone's guess, but it should be decent.

Posted by RaksasaKambing > 2021-03-27 10:19 | Report Abuse

Again this is just the FA that I'm doing. Don't take my words for granted, go do your own DD. I'm just a goat monster with internet access and keyboard.

Posted by ooi8888 > 2021-03-27 11:05 | Report Abuse

Very good commend, thank you bro. I also believe Esceram and son will move higher.

Posted by Allenlee > 2021-03-27 11:53 | Report Abuse

@ RaksasaKambing, well said. Agreed with u

Posted by ooi8888 > 2021-03-27 12:07 |

Post removed.Why?

Posted by Allenlee > 2021-03-27 12:17 | Report Abuse

The current monthly production is ard 450K to 500K pcs of hand formers.
Building 2 new factories. 1 factory wil be completed by this July. The other 1 wil be completed by end of this year.
The production volume wil be double, increase up to ard 1 million pcs per month.

ES陶瓷第三季净赚847万 | https://www.klsescreener.com/v2/news/view/802065

Posted by Allenlee > 2021-03-27 12:24 | Report Abuse

R & R and the group are stil collecting n accummulating aggressively. Once reach the target, PART 2 wil start.

Posted by farisfx54 > 2021-03-27 12:37 | Report Abuse

TQ MR Allenlee n MR n Raksasa K for the info,feedback n posting.

Posted by ooi8888 > 2021-03-27 13:16 | Report Abuse

Thank you Allenlee for the quick response, we all hope for the best

Posted by bigby7 > 2021-03-27 20:41 | Report Abuse

Wahai kawan kawan sekalian

Posted by ooi8888 > 2021-03-27 22:05 | Report Abuse

apa lu mahu?

Posted by Allenlee > 2021-03-28 00:53 | Report Abuse

WORLD GLOVES CITY in Kuantan by year 2025 :

Malaysia Automotive Robotics and ioT Institute ( MARii ) and World Gloves International Group City & Development Hub are investing RM100 million to build Gloves Manufacturing Plant in Kuantan to supply all types of gloves globally. This is only part of the World Gloves City. More glove manufacturing plants will be built

MARii与世界手套城联手 投资关丹1亿建手套厂 | https://www.klsescreener.com/v2/news/view/808159

Posted by Allenlee > 2021-03-28 01:02 | Report Abuse

Again, ES is packed with orders n wil be busy for many years. Not only having 2 new hand formers production plants in Perak, ES is acquiring a new plant in Thailand soon to meet the huge n continous orders

Posted by Allenlee > 2021-03-28 01:14 | Report Abuse

ASP for hand formers wil be continously up n up for 3 years, 4 years, 5 years or . . . . .

Posted by Allenlee > 2021-03-28 01:16 | Report Abuse

Good Value stock n Growth stock

Posted by Allenlee > 2021-03-28 01:35 | Report Abuse

https://www.theedgemarkets.com/article/wgc-invest-rm100-mil-phase-1-world-gloves-city-development

Posted by Epseps > 2021-03-28 02:06 | Report Abuse

@allenlee can u share where to get the news or info on the three new plants I have missed this old news. Tq

Posted by Allenlee > 2021-03-28 07:56 | Report Abuse

https://www.bharian.com.my/bisnes/lain-lain/2021/03/800578/wgc-kuantan-bandar-sarung-tangan-pertama-malaysia

Posted by Allenlee > 2021-03-28 09:13 | Report Abuse

@ Epseps

ESCERAM'S AMBITIOUS EXPANSION PLAN - 2 strategically located properties acquired at one go

(A) FIRST PROPERTY ACQUIRED - 1½ storey factory @ RM2,165,000
SUBJECT: ES CERAMICS TECHNOLOGY BERHAD (“ES” OR THE “COMPANY”)
- ACQUISITION OF PROPERTY
1. INTRODUCTION
Pursuant to Paragraph 9.03 of the Bursa Malaysia Securities Berhad ACE Market Listing Requirements, the Board of Directors of ES wishes to announce that Easy Sun Sdn. Bhd. (Registration No. 199801003694) (459820-A) (“Purchaser” or “ESSB”), the wholly-owned subsidiary of the Company has on the 30 December 2020 entered into a Sale and Purchase Agreement (”SPA”) with Petamela Sdn. Bhd. (Registration No. 198101012682) (78812-P) (“Vendor”) to acquire one (1) unit of 1½ storey factory held Pajakan Negeri 37835, No. Lot 128276 Mukim Hulu Kinta, Daerah Kinta, Negeri Perak (“Property”) at a total cash consideration of Ringgit Malaysia Two Million One Hundred and Seventy Five Thousand only (RM2,175,000.00) (“Purchase Price”). (hereinafter referred to as “Acquisition”).
https://m.malaysiastock.biz/Company-Announcement.aspx?id=1285027

(B) SECOND PROPERTY ACQUIRED - Land approximately 35,540.0 sq. m. in area @ RM8,000,000.00
SUBJECT: ES CERAMICS TECHNOLOGY BERHAD (“ES” OR THE “COMPANY”)
- ACQUISITION OF LAND
1. INTRODUCTION
The Board of Directors of ES wishes to announce that Easy Sun Sdn. Bhd. (Registration No. 199801003694) (459820-A) (“Purchaser” or “ESSB”), the wholly-owned subsidiary of the Company has on the 30 December 2020 entered into a Sale and Purchase Agreement (”SPA”) with Worldclass Boulevard Sdn. Bhd. (Registration No. 201301002803) (1032641-X) (“Vendor” or “WBSB”) to acquire a vacant undeveloped industrial plot held under the leasehold title Pajakan Negeri 115490 No. Lot 207429 Mukim Hulu Kinta, Daerah Kinta, Negeri Perak measuring approximately 35,540.0 sq. m. in area (as stated in the title) (“Property” or “Land”) at a total cash consideration of Ringgit Malaysia Eight Million only (RM8,000,000.00) (“Purchase Price”). (hereinafter referred to as “Acquisition”).
https://m.malaysiastock.biz/Company-Announcement.aspx?id=1285028

Posted by Allenlee > 2021-03-28 09:21 | Report Abuse

ES's client in Thailand, Sri Trang Gloves is investing USD1.6 billion to triple its current capacity by year 2026.

https://asia.nikkei.com/Business/Health-Care/Thai-medical-glove-maker-invests-1.6bn-to-triple-capacity-by-2026

Posted by farisfx54 > 2021-03-28 09:48 | Report Abuse

Wah ini macam kena buat byk handformers wah best utk ES akan naik berlipat ganda teman2 kitaTerima Kasih kpd Mr Allen utk info TQ

Posted by Allenlee > 2021-03-28 09:57 | Report Abuse

Welcome brother. Kita pegang kuat kuat dan untung banyak banyak

Posted by farisfx54 > 2021-03-28 11:13 | Report Abuse

Ok brother Whats yr TP ,:just a roughfigure.

Posted by ooi8888 > 2021-03-28 11:32 | Report Abuse

My sauce said RM1 - rm1.50

Posted by 2020covid19 > 2021-03-28 11:53 | Report Abuse

before the TP, lots of roadblocks n snippers trying to kill the weak

Posted by farisfx54 > 2021-03-28 12:44 | Report Abuse

Ok no prob kita tunggu saja je TQ Mr00i888 N MR2020covid19

Posted by ooi8888 > 2021-03-28 15:47 | Report Abuse

What does it mean, bro musang?

Posted by 2020covid19 > 2021-03-28 16:33 | Report Abuse

advice those plan to buy, hold your money first, there might be promotion price come soon
Those just entered (unfortunately at high price there eg 0.9x), good luck as tough time may be coming to test your patience

Posted by Sunshine123 > 2021-03-28 17:20 | Report Abuse

why do you think there will be a drop in price?

Posted by Boykered8888 > 2021-03-28 17:53 | Report Abuse

Seem Chart some1 start pouring in next week seem to be happening anyone have any advise please share... we grow together

Posted by Allenlee > 2021-03-28 18:04 | Report Abuse

I m just a normal investor for good fundamental, good value n growth stocks. Hv been holding ES since last year August, bought few batches in between, wil hold for mid to long term

Posted by Allenlee > 2021-03-28 18:05 | Report Abuse

@ 2020covid19, macam sifu . . . . .