Posted by zoomsbooms > 2017-08-18 20:24 | Report Abuse

nope..i don't have any position in kianjoo n canone..both seems to go flat this year. but alcom got RRPT with both company at 5MT per year (sorry i can't remember clearly whether in RM or in MT). so, it's kind of guaranteed profit from this RRPT but i dont do the calculation of how much these translate to company earnings..

Posted by michaelwong > 2017-08-18 22:20 | Report Abuse

Very likely after exdate on 22/8/2017 , the price adjustment cannot exceed 1.40 ...... and might even go lower for sure. I failed miserably to sell at 1.85 easily. Price going lower and lower while approaching exdate signified weaknesses simply because nowadays as compared to previous years, bonus issues..... dividend or capital repayment makes no differences after price adjustment it will go back to square one as investors are not keen in pursuing the said stock meaning is just the reduction of how much the price that you buy...... that's all. No free meal !!!

Posted by MrPauper > 2017-08-18 22:24 | Report Abuse

I believe there is no free meal too in this world, just that a lot of people keep promoting as if capital repayment is a free meal which should not be missed. Maybe i am wrong. I think there is chance for the stock to move up with improving fundamental but only after ex-date.

Posted by goodguess > 2017-08-18 22:58 | Report Abuse

i think will adjust ex dividend. but good report will bring it up to 1.60+ level. New boss making business profitable. They have experience in aluminium business.

Posted by Vincent Lee > 2017-08-18 23:25 | Report Abuse

Goodguess agree that you said.
Boss smart ex dividend giving before good report .lets see what going on next Tuesday .

Posted by ganp > 2017-08-19 00:11 | Report Abuse

michaelwong...am in same boat like you..possible price adjustment cannot exceed 1.40 ...... and might even possibly go lower..also could not sell even at 1.82 and price dropped very fast ... no choice but to hold on or decide later after release of QR. Hopefully price will rebound 1.60 + with good QR.
MrPauper...agreed ; capital repayment may NOT be a free meal after all.

Posted by choolooi > 2017-08-19 00:11 | Report Abuse

Good night everyone.

Have a Happy weekend .

Posted by yuanlong57 > 2017-08-19 01:09 | Report Abuse

Zoomsbooms. Thanks.

Posted by Jefflim1234 > 2017-08-19 07:28 | Report Abuse

[@MrPauper I believe there is no free meal too in this world, just that a lot of people keep promoting as if capital repayment is a free meal which should not be missed. Maybe i am wrong. I think there is chance for the stock to move up with improving fundamental but only after ex-date.]

I feel obligated to respond to the comments u made above as U HAVE MADE A VERY SERIOUS ACCUSATION AT SOME OF THE COMMENTS BY SOME FORUMERS HERE:

Mr Pauper......YES U R QUITE RIGHT. There is NO FREE MEAL IN THIS WORLD. THAT IS THE MAIN REASON WHY I HAVE ALWAYS EMPHASIZE TO ALL FORUMERS
1) "DO YOUR OWN HOMEWORK....YOUR OWN DUE DILIGENCE"
2) Use infos in the forum AS U SEE FIT.

STOP ACCUSING PEOPLE OF PROMOTING BY USING THE 32 SEN CAP REPAYMENT AS A FREE MEAL. It was explained to all that at 9am xd the 32sen would b automatically deducted from the previous closing price. SO TELL ME WHERE IS THE PROMOTION THAT IT IS A FREE MEAL????
ANYWAY I HAVE ALWAYS REMIND THE FORUMERS HERE THAT THIS IS A FORUM FOR DISCOURSE AND EVERYONE IS RESPONSIBLE FOR THEIR OWN ACTIONS WHETHER TO BUY OR SELL!!!

I still remember vividly that u were THE ONE ACCUSING OTHERS OF TRYING TO PROMOTE THE STOCK SO THAT V CAN SELL TO THE All THE ALCOMATES WHEN THE STOCK PRICE GOES UP. THEREAFTER WHEN THE ORICE DID INDEED GO UP I SARCASTICALLY ASK U WHETHER U HAVE SOLD OUT TO THE ALCOMATES SINCE IT WAS OVERVALUED AS U PUT IT AT THAT POINT IN TIME.
U MENTIONED THAT U DID NOT OWN ANY STOCKS COS U THINK IT WAS STILL OVERVALUED. N U DID NOT BUY ANY. IF THAT IS THE CASE I WONDER WHY R U STILL LOITERING AROUND HERE IN THE FIRST PLACE SINCE THE PRICE IS STILL AROUND THE SAME LEVEL WHEN U SAY ITS STILL OVERVALUED?????
ONE PIECE OF ADVICE..........SAY YOUR PIECE BUT SHOW US SOME CONCRETE FACTS OR DATAS TO SUPPORT YOUR STATEMENT!!!!!! LET OTHER FORUMERS HAVE A CHANCE TO REBUT WHATEVER STATEMENTS U PUT FORTH. THEN I WILL SALUTE U FOR BEING SINCERE N HONEST IN SHARING HERE WITHOUT ANY MAL INTENTIONS.
OTHERWISE THAT'S ALL U R......JUST TRYING TO DO HARM TO OTHERS WITH ILL INTENT. WHATEVER COMMENTS PUT FORTH BY MANY OF THE FORUMERS HERE HAVE BEEN WITH GREAT PAINSTAKING RESEARCH N HARD WORK WITH LINKS, ETC....ETC.
V SHOULD ALL B THANKFUL RATHER THAN B UNGRATEFUL. NOBODY IS POINTING A GUN AT ANYONE'S HEAD AND FORCING ANYBODY TO BUY OR SELL. THAT DECISION STILL BELONGS TO EACH INDIVIDUAL. Money is theirs and profit or loss is theirs.SO MY POINT TO U IS:
"STOP THIS NONSENSE OF TRYING TO STIR UP THE EMOTIONS OF FEAR, DISTRESS, ETC.....ETC.( my suspicion of your intent id that u r hoping for it to drop further so that u can buy the stock at a cheap price! ) IN THIS FORUM".
If u r here to share pls share HONESTLY N SINCERELY N STOP POINTING ACCUSING FINGERS. THAT IS BAD FOR YOUR KARMA whether u believe it or not is another matter.
That's all I have to say N FEEL FREE TO REBUT MY COMMENTS ANY TIME.If u decide to do so pls do it with more grace by BACKING UP YOUR STATEMENTS.Think over my comments n try to b a BETTER PERSON!
Tq N HAVE A GOOD WEEK END TO ALL ALCOMATES. LET US ALL HAVE A GREAT WEEKEND. CHEERIO.

Posted by meistsk3134 > 2017-08-19 09:28 | Report Abuse

Why drop?

Posted by Larrytrader > 2017-08-19 09:46 | Report Abuse

Capital Repayment is not like dividend.It is just return the money back to you.The price will drop 32 sen on the ex date

Posted by Larrytrader > 2017-08-19 09:46 | Report Abuse

Don't think it is a dividend

Posted by nasir11 > 2017-08-19 10:01 | Report Abuse

Is there any possibility that the stock price will drop more than 32 sen on the ex date?

Posted by forgot090 > 2017-08-19 10:14 | Report Abuse

Larrytrader Capital Repayment is not like dividend.It is just return the money back to you.The price will drop 32 sen on the ex date
19/08/2017 09:46

........................................

Larrytrader,last time come this forum ka ka cao cao ask many, now teach ppl?

then last time gv dividend The price will up 20.5sens on the ex date?

ha ha also same la The price will drop 20.5sens on the ex date....


Larrytrader pls go far far thx .......

Posted by Larrytrader > 2017-08-19 10:21 | Report Abuse

lol you really funny lol me where got kaka caocao I just ask then now I just comment cannt meh?

Posted by Larrytrader > 2017-08-19 10:22 | Report Abuse

Please don't think everyone that give comment has bad prospection to the counter or dstock

Posted by Larrytrader > 2017-08-19 10:22 | Report Abuse

If the capital repayment is not like this then kamu blh ajar aku apa capital repayment

Posted by Larrytrader > 2017-08-19 10:22 | Report Abuse

If it is,then stop barking like I tiao kang write to let the stock down

Posted by Larrytrader > 2017-08-19 10:24 | Report Abuse

Anyway,I just write here to tell people that capital repayment is not like dividend and the price will be adjusted.

Posted by Larrytrader > 2017-08-19 10:24 | Report Abuse

If you don't like me,then I can go away

Posted by Larrytrader > 2017-08-19 10:25 | Report Abuse

Thank you!
By Larry Mills

Posted by forgot090 > 2017-08-19 10:35 | Report Abuse

shhhhh i will buy liihen if drop til 2.1

Posted by forgot090 > 2017-08-19 10:36 | Report Abuse

Larrytrader If you don't like me,then I can go away
19/08/2017 10:24
.......................


TQVM

Posted by forgot090 > 2017-08-19 10:44 | Report Abuse

Larrytrader Anyway,I just write here to tell people that capital repayment is not like dividend and the price will be adjusted.
19/08/2017 10:24

............................

THEN LAST TIME WHY COME HERE SAY U IS NEWBIE,THEN ASK SO MANY question...

IF U REALLY COME TELL PPL WHY CHANGE UR NAME ?LAST TIME NAME IS (XUENAPENG) HA HA I ALSO FORGET

Posted by MrPauper > 2017-08-19 11:07 | Report Abuse

[To all Alcomates: For sharing:
Do u guys know what baffles me the most. In my previous thread I think I have already shown u guys the simple math on why u should invest in this counter. Let me resummarise for u guys. OPEN UP YOUR EYES N GREY MATTER PLS.
Assume u bought at historical highest price of 2.32. Assume u bought 50k units.
Capital outlay 50000×2.32= Rm 116,000.00
Div payout already 0.205x50000 = Rm10,250.00
at that time when I mention this cls price=Rm 1.70
Use div to purchase again. 10250÷1.7= 6029 shares. Say 6k addnal shares.
So now u have 56k shares.
Hopefully if everything goes well by the 9th august
court approval n entitlement n payment of 32 sen in Sept, you will get
56,000×0.32 = Rm17, 920.00
Therefore all in ( divs + cap repayment) you get
10250+17920= Rm 28,170.00 within a four month period!
ROI = 28170÷11600×100=24.3%. Where in the whole of bursa stocks can u find this kind of returns???
Even if u were to buy today (ex div) your ROI at cls price of 1.75 would be :
.32/1.75x 100=18.3% Still a very good buy is it not??
Search through the whole of bursa stocks that pays u 18.3 sen within a 2 mth period ( i.e.if everything goes smoothly) and the share price is less than Rm 2.00 then u can call me anything u want!!!!
I have tp=2.28 by the 9th august provided everything goes smoothly with the hearing.Even if the price is 2.28 your ROI is still
0.32÷2.28x100= 14% within a 2 mth period (still v v good right???
So to cut a long story short TP=2.28 will b achievable v quickly once this simple math has SUNK IN!! It really BOGGLES ME WHY PEOPLE R STILL HUNTING AROUND FOR SOME OTHER COUNTERS WHEN THE GOLDEN EGG IS RIGHT B4 YOUR VERY OWN EYES!!!@@@???????
WAKE UP GUYS FOR THIS IS A ONCE IN A LIFETIME OPPORTUNITY REALLY I MEAN IT!!!!
Anyway this is for sharing purpose. Buy or sell at their own fancy.
Comment is not meant as a recommendation to buy or sell. Use infos only as u see fit.]

[Jul 20, 2017 09:24 PM

The above comment was the exact posting that first led me to start posting in ALCOM forum.

Extract 1:
[Do u guys know what baffles me the most. In my previous thread I think I have already shown u guys the simple math on why u should invest in this counter. Let me resummarise for u guys. OPEN UP YOUR EYES N GREY MATTER PLS.]

I suppose the word "resummarise" means that all the main points from previous posts are reproduced in a briefer but straight to the point manner. Throughout the whole "summary", I can only read about the attractiveness of dividend payment and capital repayment and not how investing decisions should be based rather on improving fundamental or future growth prospect of the company.


Extract 2:
[Assume u bought at historical highest price of 2.32. Assume u bought 50k units.
Capital outlay 50000×2.32= Rm 116,000.00
Div payout already 0.205x50000 = Rm10,250.00
at that time when I mention this cls price=Rm 1.70
Use div to purchase again. 10250÷1.7= 6029 shares. Say 6k addnal shares.
So now u have 56k shares.
Hopefully if everything goes well by the 9th august
court approval n entitlement n payment of 32 sen in Sept, you will get
56,000×0.32 = Rm17, 920.00
Therefore all in ( divs + cap repayment) you get
10250+17920= Rm 28,170.00 within a four month period!
ROI = 28170÷11600×100=24.3%. Where in the whole of bursa stocks can u find this kind of returns???]

Is capital return a real return on investment? Or is it more of a return of additional capital which is not utilised by the Company or unable to be utilised by the Company in a more efficient and effective manner? If the Company returns the capital, the net assets of the Company will be reduced by the equivalent amount, means that the Company will have lesser assets to utilise to generate future growth for the Company.


Extract 3:
[Search through the whole of bursa stocks that pays u 18.3 sen within a 2 mth period ( i.e.if everything goes smoothly) and the share price is less than Rm 2.00 then u can call me anything u want!!!!
I have tp=2.28 by the 9th august provided everything goes smoothly with the hearing.Even if the price is 2.28 your ROI is still
0.32÷2.28x100= 14% within a 2 mth period (still v v good right???]

Rev Asia Berhad approved special dividend of RM0.44 per share and its highest price for 2017 was RM1.22 on 11 April 2017 (I think the price has not reached this height too even after the proposal, so forget about RM2.00).

Posted by MrPauper > 2017-08-19 11:19 | Report Abuse

Extract 4:
[So to cut a long story short TP=2.28 will b achievable v quickly once this simple math has SUNK IN!! It really BOGGLES ME WHY PEOPLE R STILL HUNTING AROUND FOR SOME OTHER COUNTERS WHEN THE GOLDEN EGG IS RIGHT B4 YOUR VERY OWN EYES!!!@@@???????
WAKE UP GUYS FOR THIS IS A ONCE IN A LIFETIME OPPORTUNITY REALLY I MEAN IT!!!!]

I am not really against the personal TP of the author as it may only represent his own excitement in sharing his personal expectation of the share price movement but reading the context of the post as a whole in its entirety, I find that it is a sort of promotion of the stock based on its dividend payment and capital repayment.

Although many times disclaimer has been inserted to remind the readers to do their homework, but I find the discussion points in the posting a little misleading. Thus, I started replying. Perhaps, my mistake was not pointing and discussing in detail earlier of the exact reasons I am replying. So, here I am.

Extract 5:
[Anyway this is for sharing purpose. Buy or sell at their own fancy.
Comment is not meant as a recommendation to buy or sell. Use infos only as u see fit]

The above disclaimer sounds to me no different thatn KYY's and other disclaimer which I think is alright but that does not mean that your posting will be warranted against any form constructive criticism or rebuttal.



Having said all the above, if you think that I still have mal intention or whatever personal against you or your ALCOMATES, then it is up to you. And how much it is of your sharing for your own honour or involving conflict of interest, I also do not know. I think it is good to share. But share with a less misleading way or boastful if possible. And do not be too defensive when there is some people who try to provide criticism on your comments.

Posted by Larrytrader > 2017-08-19 11:28 | Report Abuse

nice article MRPAUPER nice talk on facts

Posted by Larrytrader > 2017-08-19 11:29 | Report Abuse

anyway

Posted by kennyku > 2017-08-19 13:06 | Report Abuse

Good morning guys

Posted by Jefflim1234 > 2017-08-19 15:30 | Report Abuse

Mr Pauper: I m sure u r a very smart person. That being the case I still cannot understand why u still do not understand my simple english. " SO TELL ME WHERE IS THE PROMOTION THAT IT IS A FREE MEAL???? "
In your threads u r still sticking to generalised statements without any concrete facts n figures to back up your statements. U say that the statements r musleading as u put it. That is your interpretation. U r entitled to believe what u want. However I shall rebut u with what my intents r when I present those numbers n figures from my threads later on, each extract at a time. B4 I go any further let me say one thing.
U only seem to surface in this forum when the stock is going down n DISAPPEAR when the stock is on the rise n start ACCUSING people of this and that when it's down. Negative things start spouting from your mouth in your threads. It is NOT NEGATIVITY or CONSTRUCTIVE CRITICISM THAT I CANNOT CONDONE BUT DESTRUCTIVE CRITICISM WITHOUT ANY JUSTIFIABLE BASIS TO BACK UP YOUR STATEMENTS.
ASK YOURSELF THIS QUESTION? WHAT CONTRIBUTION ( EVEN THOUGH IT MAY B CONTRARY TO OTHER FORUMERS COMMENTS) HAVE U MADE TO THIS FORUM from your researches?? BY showing links to articles or authoritative bodies so that forumers CAN HAVE A CHANCE TO VERIFY YOUR STATEMENTS! I believe it's ZIP.
Anyway bcos of these how else do u think people would react other than mal intentions on your part whenever u appear n put out these non existent accusations???
However in reading between the lines in the last part of your thread I do believe that u do sincerely n honestly want to share what your thoughts are. The only thing I feel lacking is that they r all just generalised statements.
And also for your infos I don't like to boast n blow up things which I do not generally believe in or have no knowledge of. Whether MY COMMENTS IN MY THREADS R right or wrong only TIME WILL TELL. That is also THE MAIN REASON WHY I KEEP REMINDING THAT PEOPLE SHOULD INVEST RATHER THAN SPECULATE!!
Anyway it is each individual's RESPONSIBILTY TO DO WHAT THEY WANT THEIR THEIR OWN MONEY BUT NO ONE ELSE'S.
SHALL RESPOND TO ALL YOUR EXTRACTS LATER ONE BY ONE.
V MAY DISAGREE ON MANY THINGS BUT LET US NOT HARBOUR ANY ILL FEELINGS TOWARDS EACH OTHER. I BELIEVE V R ALL COMRADES N JUST SHARING WHAT EACH OF US FEELS IS RIGHT WITH ILL INTENT TOWARDS NONE.
OK. That's all for the time being!

Posted by TrippleZ > 2017-08-19 15:39 | Report Abuse

Where did people learn that dividend and capital repayment is profit for shareholders? You cannot calculate dividend and capital repayment as your investmeny the ROI without considering the share prices.

Posted by meistsk3134 > 2017-08-19 21:22 | Report Abuse

So share will become 1.3x something? Omg

Posted by MrPauper > 2017-08-19 23:26 | Report Abuse

Well, I have explained very clearly my opinion and stance in my previous comment. Some may not agree but still it is up to the rest to have a fair view of my thoughts. You can flag my comment if you think my comments should be hidden from the view of other readers. It is a norm that once there is some corporate proposal, there will be some parties trying to speculate and gain some quick money. There might also be some newbies who are naive and trust blindly and ended up chasing the stock at unreasonable high prices until the bubble burst. The reason i post is to enable them to view both sides of the coin. So, you need not be too hostile towards me or my comments as if i can cause so much destruction. If other readers think my comments are not reasonable, then they will write it off. I don't have the power to raise the price nor doom it. Still, I will find some time to explain why i deemed the price of rm1.80 ex-date (forget about 2.28) is not really a reasonable price to enter as of this 2 months for your sake although i am not obligated to do so. For long term investors, they may enter maybe after the release of the result to have a better picture on the direction of the company after the capital repayment.

Posted by MrPauper > 2017-08-19 23:33 | Report Abuse

And 1 more thing, you do not own this forum. You do not dictate what can be written here. And you have relentlessly accused me of my ill intention. If you feel good about it, then just continue. Others can judge. There is no need to win the battle but losing the war. Although you may not be the one try to make a gain out of this capital repayment, how sure are you that others won't ?

Posted by MrPauper > 2017-08-19 23:34 | Report Abuse

Still, i enjoy the exchange of ideas with you. No hard feelings or grudge. Hope the same goes with you. Alcom shall be another good case study for me.

Posted by michaelwong > 2017-08-20 00:13 | Report Abuse

Mr Pauper thnks so much you have personally share your experiences and though with regards to those brethren in this forum . As a matter of fact, there are plenty of die hard investors who are still obligated to the real facts that we as investors should supposedly overlooked the the negative comments in this forum with the thought we are sincerely not with bad intentions and personal gains and interests to hurt those who are seriously involved in the participation of alcom share . As l wrote this comment with the views and opinions expressed sometimes did not actually suits the likes and dislikes in this forum commenters discretion , but somehow we do share a common goal in support of alcom share. Hope whoever had read this statement would not views it with malicious intentions to hurts one another . I love you all guys who has taken abundance initiative in this coverage. To brother yuanlong57, U are indeed very grateful but somehow we have see things from a different perspective and that doesn't meant we are hurting all alcomates keen investors. I love you all guys and sometimes I hope through sharings and opinions expressed whether it suits oneself could not be construed as bad faith and intended intentions. Thanks once again all the brethren in this forum. Take things likely as we shared a common goal for all alcomates brothers !!!

Posted by choolooi > 2017-08-20 01:02 | Report Abuse

This Alcom forum is a real gentleman's forum.
Exchange of ideas done with decorum.
All are brothers across the 4 seas,

Each counter has its own peculiarity, operating under planned strategies by Majors,Bosses , Operators,CINDYs ,WHITES etc ......all with one end in mind .... To make $$$$$$
Of course, I as a retail investor, also want to increase my pot of gold.
This can be done through research n knowledge of the biz Company and management n other tools like FA n TA etc

I do agree that ALCOM TESLA is a very good case study for me as well.

Now that the day of RECKONING is so very very near, I am going to sit it out to see what next week unfolds.
This is my personal take on the Alcom situation.

Much thanks to the Alcomates Band of Brothers for all the leg work n due diligence research info shared.
HL research team also did a write-up on Alcom.
The link is provided by Yuanlong earlier in the week .

Posted by choolooi > 2017-08-20 01:07 | Report Abuse

Good nite everyone.

I should say 'GOOD EARLY HAPPY MORNING TO ALL IN THIS ALCOM FORUM."

Happy Sunday ,
A Happier Monday
And The Happiest Tuesday

Posted by Jefflim1234 > 2017-08-20 09:27 | Report Abuse

Gud morning to yuanlong57, LPTan68, kennyku, The _Reds, forgot090, Md Abd Fahmi, zoomsbooms, Yip2880, nelsonchew, hoheho n all Alcomates.
Have a great sunday all u guys.

Actually I spent abt 2 hrs putting together my reply from all my postings in a more coherent manner to reply to Mr Pauper but instead of pressing the comment I accidentally press the exit button n all was deleted! Anyway I will link u guys to my BLOG link below n let u guys DO THE WORK.

THAT WILL SHOW THE CHRONOLOGY OF POSTS THAT I HAVE DISH OUT RATHER THAN PICK N CHOOSE TO ANSWER FROM MY POSTINGS. THAT WILL GIVE U GUYS A FAIR TAKE ON WHAT MY TRUE INTENTS R. WHETHER MY PERCEPTIONS R RIGHT OR WRONG IS A SEPARATE ISSUE. IT IS THE INTENT THAT MATTERS TO EACH OF OUR KARMA N I ALSO BELIEVE THAT IT IS ALSO EACH INDIVIDUAL'S KARMA WHETHER THEY BENEFIT FROM MY POSTS OR NOT.
HOWEVER I WILL STILL ANSWER Mr Pauper's threads with honesty n sincerity later on albeit a reduced version of what I had intended earlier. I ALSO TRULY BELIEVE THAT HE IS A SMART PERSON WITH PLENTY OF THOUGHTS N IDEAS TO SHARE WITH ALL OF US IN THIS FORUM N I CERTAINLY HOPE THAT HE WILL KEEP SHARING.
IN FACT EVEN THOUGH I HAVE BEEN IN THE MARKET FOR >25 YEARS I FIND THERE R DIFFERING THOUGHTS N IDEAS WITH THEIR OWN SUPPORTING FACTS N DATAS THAT AMAZES ME WHEN I STROLL BY THE OTHER FORUMS. HAVING SAID THAT THERE R PLENTY OF SENSELESS PEOPLE WHO R JUST THERE TO POLLUTE THE FORUM AS WELL. THAT MAKES IT A VERY LETHARGIC EFFORT TO SIEVE THROUGH WHAT IS RELEVANT N WHAT IS NOT.
HOPE THAT DOES NOT HAPPEN IN THIS FORUM!

Posted by Jefflim1234 > 2017-08-20 09:37 | Report Abuse

The link is:
https://klse.i3investor.com/servlets/cube/post/jefflim1234.jsp?fp=1

Posted by Jefflim1234 > 2017-08-20 09:39 | Report Abuse

Got to go for now. Have a great day.

Posted by Jefflim1234 > 2017-08-20 11:33 | Report Abuse

[@Mr Pauper: Extract 1
I can only read about the attractiveness of dividend payment and capital repayment and not how investing decisions should be based rather on improving fundamental or future growth prospect of the company. ]
First of all I do NOT THINK u have followed all my postings since I started joining the forum. For your info I have posted how I arrive at MY INVESTING DECISION eventhough it may differ from many others.
For your benefit I shall link u to my blog below:
https://klse.i3investor.com/servlets/cube/post/jefflim1234.jsp?fp
I suppose u stress a lot on the FA aspects of it which I don't. I TEND TO PUT MORE EMPHASIS ON THE HUMAN ASPECTS WHICH WILL DECIDE WHICH INVESTMENTS I GO INTO. THE REASONS IF U CARE TO FIND OUT ARE IN MY THREADS. However I shall try my best to also put forth why I believe ALCOM IS A GOOD INVESTMENT by the links below which is self explanatory about div.
https://www.ssm.com.my/acts/fscommand/act125s0365.htm
http://www.investopedia.com/terms/d/dividend.asp
Specially click on the " bird in hand " theory!
( That's the theory I subscribe but does not necessarily mean its right!)

Posted by Jefflim1234 > 2017-08-20 12:12 | Report Abuse

[@Mr Pauper: Extract 2
Is capital return a real return on investment? Or is it more of a return of additional capital which is not utilised by the Company or unable to be utilised by the Company in a more efficient and effective manner? If the Company returns the capital, the net assets of the Company will be reduced by the equivalent amount, means that the Company will have lesser assets to utilise to generate future growth for the Company. ]
Yes. I don't think it was ever mentioned it was a real return on capital. It was just a capital reduction with NO CHANGES IN SHARE HOLDINGS. Why is it good for shareholders?

Refer to links below from my previous threads:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5446573
http://mobile.reuters.com/finance/stocks/overview?symbol=AMMS.KL
http://www.investopedia.com/terms/c/currentratio.asp
If there is no efficient use of retained capital wouldn't it b better for the shareholders to take back part of their capital outlay in the first place? Again the bird in hand attitude. However the way this new management group is handling this is DIFFERENT. They r using bank borrowings for the capital repayment exercise MEANING TO ME ANYWAY THAT THIS GROUP OF PEOPLE KNOWS HOW TO USE CAPITAL EFFICIENTLY by NOT keep asking shareholders to foot out more money through RI, etc......ZERO GEARING DOES NOT MEAN ITS GOOD N NEITHER IS TOO MUCH GEARING. There r also plans to expand the line for stockfin production. TO ME THESE R THE MOST IMPORTANT ATTRIBUTES WHEN INVESTING INTO A COMPANY. THEY R THE PROFESSIONALS N KNOW EXACTLY WHAT THEY R DOING. So I m sure whatever problems that may arise during the course of doing business THESE PEOPLE WILL B ABLE TO SOLVE THE PROBLEMS.
Apart from that as an INVESTOR I DUN NEED TO KNOW OTHER THINGS ( of course knowing is EVEN BETTER) COS I FEL MY INVESTMENT IS IN GOOD HANDS!

Posted by Jefflim1234 > 2017-08-20 13:19 | Report Abuse

[@MrPauper Extract 3:
Rev Asia Berhad approved special dividend of RM0.44 per share and its highest price for 2017 was RM1.22 on 11 April 2017 (I think the price has not reached this height too even after the proposal, so forget about RM2.00).]
NOTHING TO REPLY TO AS THIS IS LIKE COMPARING APPLE TO ORANGES. Furthermore this is a wrong forum to talk abt this stock. Only reason I mentioned this stock in one of my thread is cos an alcomate buddy asks me my opinion. ]

[@MrPauper Extract 4:
Although many times disclaimer has been inserted to remind the readers to do their homework, but I find the discussion points in the posting a little misleading. Thus, I started replying. Perhaps, my mistake was not pointing and discussing in detail earlier of the exact reasons I am replying. So, here I am. ]

Just glad u have commented in more detail than previously n I have responded as I think fit.

[@MrPauper Extract 5:
The above disclaimer sounds to me no different thatn KYY's and other disclaimer which I think is alright but that does not mean that your posting will be warranted against any form constructive criticism or rebuttal. ]

I think we shd not drag Mr KYY's name into this forum. By the way I believe that he is a sincere n honest person even though I dun know him personally, from what little that I have read from his blog in i3 as well as in mkini b4.

Posted by Jefflim1234 > 2017-08-20 13:42 | Report Abuse

To all Alcomates: There 's one thing that I would like to correct when I show the figures by referring them as ROI. They should more correctly b referred to as div yield or for cap repymnt as cap repmnt yield ( for lack of better terminology) basing on our original pur price.
As I mentooned b4 I m NOT an expert on FA so sometimes in my haste I tend to use the term loosely b4 posting. If it had cause an confusion I sincerely APOLOGISED to all. BUT I DO BELIEVE THAT DIVS N CAP REPAYMNT WAS ALSO FULLY EXPLAINED THAT AN ADJUSTMENT WILL B MADE TO THE SHARE PRICE ON XD DAY ITSELF.
ROI can only b calculated after v have sold our shares. Only then can v determine whether its a realised profit or loss. Other than that its all just paper profit or loss.
Pls check it up if u guys really want to know abt it.

Posted by Jefflim1234 > 2017-08-20 14:30 | Report Abuse

[@MrPauper And 1 more thing, you do not own this forum. You do not dictate what can be written here. And you have relentlessly accused me of my ill intention. If you feel good about it, then just continue. Others can judge. There is no need to win the battle but losing the war. Although you may not be the one try to make a gain out of this capital repayment, how sure are you that others won't ?]

Mr Pauper: I would like to respond to this thread as I can sense u r getting more agitated. NO NEED TO B AS I wasn't accusing u of any ill intent. I was merely pointing out to u why people would think that way basing on your comments in your earlier threads.
Anyway there is NO BATTLE OR WAR TO WIN AS FAR AS I M CONCERNED BCOS LIKE I SAID IN ALL MY PREVIOUS THREADS B AN INVESTOR. NEGLECT THE NOISES IF U HAVE DONE YOUR DUE DILIGENCE N R IN THERE AS INVESTORS. ONLY SPECULATORS HAVE TO FEAR. ONLY HOPE ALL BRO ALCOMATES R NOT BURNED TOO BADLY. Of course there r others who would take advantage of this cap repaymnt. I fully realised this n THAT IS ALSO WHY I ALWAYS HAVE AN OPEN MIND WRT WHAT OTHERS OPINIONS R........ WITH STATEMENTS N LOGICAL EXPLANATIONS N FACTS N DATAS TO BACK UP WHERE POSSIBLE FOR ALL TO DISSECT N DIGEST.
Of course u r free to say whatever u want n I didn't say the forum belongs to me. This is a public forum. I was merely requesting that v keep this forum to b a TRUE SHARING ONE WITH PROPER DECORUM EVEN THOUGH V HAVE DIFFERING OPINIONS.
THIS I BELIEVE SHOULD B WHAT A CIVIL N INTELLECTUAL FORUM FOR DISCOURSE SHOULD B. NOT RESORTING TO ABUSIVE LANGUAGES, 4 LETTER WORDS, ETC....ETC. AND THERE OUGHT TO B MORE THAN A ONE SIDED TAKE ON THINGS.
ANYWAY LIKE I SAID B4 I HAVE LOVE TO HEAR YOUR THOUGHTS N HOPE U WILL KEEP SHARING.
NO WORRIES. I DUN HAVE ANY HARD FEELINGS TOWARDS U OR ANYONE ELSE FOR THAT MATTER. ALL OF US HAVE ONLY ONE LIFE TO LIVE N V SHOULD ALL B STRIVING OUR BEST TO HELP OTHERS IN WHATEVER WAYS V CAN B IT SHARING OF KNOWLEDGE, EXPERIENCE, MONETARY THINGS IF V CAN AFFORD IT, ETC...ETC.....
OK. ENUFF HERE. JUST KEEP SHARING.

Posted by MrPauper > 2017-08-20 14:42 | Report Abuse

Yes Jeff, now your clarification to your original posting which initiated my initial reponse makes more sense to me. I would like to reiterate that I have never owned any or presently holding any of ALCOM stocks. Just that my reply is specifically dedicated to the posting and some similar by few others, not because of me wanted to collect it at a lower price nor due to any grudge to anyone here.

As much as I acknowledge KYY for his success and knowledge and his willingness to share, I have reservation to his ego to admit his mistakes and eating the humble pie. For this, you have earned my respect for being a true gentleman.

I agree to move on. And i agree to disagree at times too. Most of all, I wish that ALCOM will do well too. My personal holding is much in SSTEEL at the moment, in fact have been holding it since last year. So, I shall leave you guys for good here. Have a great time ahead ! Cheers !

Posted by Jefflim1234 > 2017-08-20 15:07 | Report Abuse

Mr Pauper: TQ for your GOOD WISHES TO ALL ALCOMATES HERE. V would like to wish u well in SSTEEL too. Pls KEEP SHARING AS I TRULY BELIEVE U WILL B ABLE TO CONTRIBUTE TO A MORE MEANINGFUL DISCOURSE.
GUD LUCK N HAPPY INVESTING TO U.

Posted by Jefflim1234 > 2017-08-21 06:49 | Report Abuse

Gud morning to yuanlong57, LPTan68, kennyku, The _Reds, forgot090, Md Abd Fahmi, zoomsbooms, Yip2880, nelsonchew, hoheho, choolooi n all Alcomates.

Last day b4 xd n guess the qr will b out this week.too. Any qr earnings greater than 3 mil would b a fantastic result
Gud luck n happy INVESTING!!!!

Posted by slts > 2017-08-21 10:01 | Report Abuse

final day to the palace of hollans. rip