Posted by Iching88 > 2014-04-20 08:42 | Report Abuse

Yes.pls tell us,we join this forum is to make money n if lose money you guys must pay me back.n if I make money you see me syiok sendiri. : ))).

Wah hah ha ha ha...........

Posted by dragonking > 2014-04-20 10:06 | Report Abuse

i think will run out of steam prior to GST. House is expensive by 6% post GST. So if you buy house you get 6% appreciation. Thats the influx of investment in property now. So, house sold, EPS increase, share price increase (Share price will be 6 months ahead of property market). So its still a buy after the right issue. I guess it will be wack above rm1 after right. Calculate your theoretical ex-price and make your sound judgement then.

Posted by dragonking > 2014-04-20 10:06 | Report Abuse

Icon8888, what your takes on gmutual. So, much land but sleeping only.

Posted by TokBatin > 2014-04-20 10:25 | Report Abuse

With their 350 acres of land in Batu Kawan is worth to consider....

Posted by SaturnY > 2014-04-20 10:58 | Report Abuse

Some of you asked me on the unlocking of value of GOB I particular and general for the mainland which I wrote before the opening of the PSB and ask me how far it can go. I have also posted on the theme parks, shooping galore coming up and in nego. At this point with ikea and PSB alone I recommend you to peg it at 1.25 as the real value and support. Anything more will be for the warrant and rightss to be executed before the drop.

Don't take my word....I m just an investor....lol

Posted by Icon8888 > 2014-04-20 12:39 | Report Abuse

my latest article on GOB.

http://klse.i3investor.com/blogs/icon8888/50560.jsp

Posted by Joel > 2014-04-20 13:02 | Report Abuse

Monday tomorrow is going to fly GOB, cheer !!!

Posted by InsiderNews > 2014-04-20 14:34 | Report Abuse

Malton have 300 acres in batu kawan. 60 acres golden land in bukit jalil. A lot in johor and others too.

Posted by 4u2c > 2014-04-20 14:58 | Report Abuse

1.25 is fair TP they just need to sell more of their projects....more revenue more profit..

Posted by johnny cash > 2014-04-20 15:46 | Report Abuse

any target prices by research houses? if no then we can discuss here with the experts on GOB....how this stock going to perform next friday,,after strong surge on friday... so for newbies who want to buy this stock,,should they chase this stock,,or wait for some minor correction after the friday surge?? any oppinion members out there?

4u2c----gave his oppinion fair tp is 1.25,,,how about others,,please more members give oppinions please...tq

Posted by tjhldg > 2014-04-20 16:43 | Report Abuse

ada bal 50 lagi , but how come feel huhuhuhuhu ni ..

Posted by fightingfish88 > 2014-04-20 22:48 | Report Abuse

malton's batu kawan lands are under jv with mr lim g e the lands not own by malton. whereas gob's lands are fully own by gob. its lands valuation are so so so cheap now....more room to go. Eg few years ago u can see ijm land's price at about 80 sen when reclamatation of lands begin. now when u see building the price now more than rm3. gob will repeat....

Posted by tjhldg > 2014-04-20 22:56 | Report Abuse

just their friend ship with state gov not good lah

Posted by kancs3118 > 2014-04-21 10:55 | Report Abuse

Hi all; just wanna ask all the sifus for advice. I am late for this GOB show - so, will not be a sore loser and complain. Have the discipline NOT to chase too. But i did load up alot on Malton. Just asking, from The Edge article (21st Apr'14), it is stated that Malton enter into a JV with BatuKawan Bhd. Subsequently, Malton paid an amount of about RM20.0M to BatuKawan Bhd. Hence, can we say that this JV thing has been firmed up? Like this JV cannot be revoked, and will remain perpetually in force? Regardless who is going to be the NEXT Chief Minister (opposition or ruling), this JV agreement will still be in force. Also, the land by GOB - is it freehold or leasehold? Because Malton's land is leasehold.

Posted by james70 > 2014-04-21 11:03 | Report Abuse

More info can be combed from Malton's 2012 announcement. Regardless which side is the govt of the day, the JV cannot be revoked unless Abad Naluri deems Malton does not fulfill the agreement. If the Govt wants to take over the land, they will need to purchase it. At what rate, it could be at prevailing market rate with a discount. Not too sure on that.

All land in Bandar Cassia is leasehold except for the recently acquired 30acre land by Paramount.

Posted by kancs3118 > 2014-04-21 12:41 | Report Abuse

@ james70, thank you for your insight. Please evaluate my thinking. I think chances that Abad Naluri will revoke the JV if Malton does not fulfill the JV agreement is quite slim. Abad Naluri is indeed a subsidiary of GOB whereby Datuk Desmond Lim has a stake in it. Is this statement correct?

Just my 2 cents, the way things roll, i think GOB will focus exclusively on the residential portion - to bring the population to Bandar Cassia. Once the population has reached its critical mass, Malton will build the commercial outlets in the JV land.

Posted by james70 > 2014-04-21 13:03 | Report Abuse

Abad Naluri was previously owned by GOB. They had disposed it sometime back. GOB is linked to Desmond Lim(DL). His name doesn't show up in the major shareholders list but it is rumored that he controls it. Malton on the other hand has DL on the register.

GOB will focus on both residential and commercial development in Batu Kawan. Refer to my comments on Icon8888's part 6 write up on GOB.

Posted by Icon8888 > 2014-04-21 14:25 | Report Abuse

Part 7 of GOB series will be published this evening. It will be exciting, I promise

Posted by kancs3118 > 2014-04-21 14:40 | Report Abuse

hopefully, GOB price will drop - then, can start to accumulate

Posted by kancs3118 > 2014-04-21 14:44 | Report Abuse

@ Icon8888, if it is not too much of a hassle, please include Malton in your write up too...

Posted by james70 > 2014-04-21 14:45 | Report Abuse

Looking forward to it.

Posted by kancs3118 > 2014-04-21 14:47 | Report Abuse

@ James70, just wanna confirm with you, The Edge (21st Apr'14) mentions that the JV was entered between Malton and Batu Kawan Development (a company of PDC). But The Edge (21st Apr'14) does not mention anything about Malton and Abad Naluri for the JV. Just wondering ..whether the party to the JV is Batu Kawan Development or Abad Naluri?

Posted by james70 > 2014-04-21 14:50 | Report Abuse

Batu Kawan Development is a wholly owned subsidiary of Abad Naluri.

Posted by kancs3118 > 2014-04-21 15:30 | Report Abuse

ok - i see.....then, Batu Kawan Development S/B is actually wholly owned by PDC (Penang Development Corporation)? in other words, it is under Penang state government? am i right?

Posted by james70 > 2014-04-21 15:36 | Report Abuse

Pls go read up the announcement from the Bursa Malaysia site.

Posted by tan1868 > 2014-04-21 16:14 | Report Abuse

Juz average up on 1.18, hope wont got burn..........hi

Posted by kancs3118 > 2014-04-21 17:20 | Report Abuse

@ james70, thanks. I think i have made an ass out of myself. The information is available online:

http://announcements.bursamalaysia.com/EDMS/edmswebh.nsf/all/F00018BD8C06EA6448257AA4005D6CB8/$File/Malton.Ann%20on%20JDA%20with%20BKDSB%20.pdf

http://blog.intproperties.com/1113/the-development-of-batu-kawan-and-its-land-price-trends/

Thanks for your patience.

Posted by james70 > 2014-04-21 18:27 | Report Abuse

no problem. happy to share.

Posted by Dannyk > 2014-04-21 19:43 | Report Abuse

I enter 1.20 hope tomorrow will up and up

Posted by james70 > 2014-04-21 19:54 | Report Abuse

let's hope it continues to go up to at least RM1.72 in the short term.

Posted by Tiff > 2014-04-21 19:57 | Report Abuse

i also entered at 1.20 and 1.18 today.......

Posted by Dannyk > 2014-04-21 20:18 | Report Abuse

I think Wednesday GOB price will come back and hit the higher price 1.30 because GOB want to rest two days

Posted by kancs3118 > 2014-04-21 20:26 | Report Abuse

mmm... this GOB is a different beast compared to Tambun INdah. I remember TI share price does not appreciate so much...it happens in stages...but maybe because TI's volume is not that much to begin with.

Posted by jennylim > 2014-04-21 20:41 | Report Abuse

i am stucked at 1.20 L<<

Posted by phchar10 > 2014-04-21 21:17 | Report Abuse

I will bi tomorrow

Posted by Icon8888 > 2014-04-21 21:47 | Report Abuse

dear all, my latest article for GOB

http://klse.i3investor.com/blogs/icon8888/50640.jsp

Posted by dragonking > 2014-04-21 21:52 | Report Abuse

great right up, congrats Icon8888.

Posted by Jsiegel > 2014-04-21 22:01 | Report Abuse

thanks icon8888 for the write up, make me confident to keep for long term too.

Posted by dalpinia > 2014-04-21 22:25 | Report Abuse

Tomorrow profit taking....price would be ended rm1.05

Posted by jennylim > 2014-04-21 22:49 | Report Abuse

please drop more, i want to buy.

Posted by Iching88 > 2014-04-22 08:25 | Report Abuse

Go go gob...wah ha ha ha ha ha : )))

Posted by kancs3118 > 2014-04-22 09:14 | Report Abuse

@ dalpinia...hopefully, you are right.

Posted by pputeh > 2014-04-22 09:23 | Report Abuse

Can't be running everyday. need to rest and take milo for a break guys

Posted by kancs3118 > 2014-04-22 10:31 | Report Abuse

yes......minum milo - anda jadi sihat dan kuat....then, it gives late comers like me a chance to accumulate

Posted by kancs3118 > 2014-04-22 10:35 | Report Abuse

maybe it will go down further as contra players need to close their position.

Posted by Tiff > 2014-04-22 11:19 | Report Abuse

go go go

Posted by kangtaotips > 2014-04-22 11:55 | Report Abuse

Gob nta just rm1.23. Eupe nta more than rm2.00. Gob rnav just rm2.80. Eupe rnav rm 4.20. All fellow investor here. Use your mind think that, which counter is more worth to buy? A new gem is eupe, gob already expensive than eupe.

Posted by Icon8888 > 2014-04-22 12:56 | Report Abuse

Almost all of EUPE land bank is in Kedah.

I have studied the counter.

Posted by Icon8888 > 2014-04-22 12:59 | Report Abuse

They are venturing into Klang valley. But they have just started, so until few years later, they will still be predominantly a Kedah developer

Posted by chameleon > 2014-04-22 13:54 | Report Abuse

Kangtaotips..u really promote eupe..arent u?