Posted by Bystander123 > 2018-03-13 10:56 | Report Abuse

that's the problem with a business focus mgmt that dont play play..small investors left hanging on a thread for the concrete +ve news to be out..hahaha

Posted by Bystander123 > 2018-03-13 19:19 | Report Abuse

Thanks to determined defense by some ALCOM holders, the curi ayam kakis, who tried to buy cheap, cheap ( try to trigger panic sell), were defeated,..thks to all ALCOM supporters !

Posted by Bystander123 > 2018-03-13 19:19 | Report Abuse

Hello ! try win-win, should push up maa... haha

Posted by Bystander123 > 2018-03-14 14:48 | Report Abuse

best option is to stay put, let the storm blow over, ALCOM is solid safe hse..down a bit due to lack of urgency to top up..wil gap up once the good news flow start..no sell pressure here..
no point switch n get stuck in other counter maa..patience will be rewarded..

Posted by Bystander123 > 2018-03-14 17:40 | Report Abuse

wow ! Un wavering tenacity shown here by ALCOM holders ! in the absence of visible good news that is on the way... Just imagine what will happen when the news flow starts...
let's go for win-win..up is the way to go...

Posted by Bystander123 > 2018-03-15 18:27 | Report Abuse

crystal clear to all that experienced hands keeping ALCOM safe from curi ayam kakis..haha
WHY, are these pro investors show their presence now ?
could it be they know, anytime now,ALCOM will show its potential..and they want to have the first bragging rights to have seen it coming,..even though still not obvious to most investors
Shouldnt fence sitter, waiting for the gap up signal, start to buy now and not be caught by surprise ..hahaha

Posted by Bystander123 > 2018-03-15 22:02 | Report Abuse

Underperforming mid- and small cap stocks will shine, says CIMB Research
http://www.theedgemarkets.com/article/underperforming-mid-and-small-cap-stocks-will-shine-says-cimb-research

Posted by Bystander123 > 2018-03-16 19:04 | Report Abuse

ALCOM closed at 79.5 sen, down 0.5 sen, on very low volume of 10800 shares done due to lack of sellers and buyers, all busy digesting news on small cap stocks will shine this year, by CIMB Research.
In fact, today's volume is 2nd lowest for the year, the lowest so far is 10,500 shares on Feb 15, which closed at 81.5 sen. ALCOM then moved up strongly on relatively moderate volume to a high of 88 sen on Feb 21.
Will this pattern be repeated next week ?

Posted by Bystander123 > 2018-03-16 19:18 | Report Abuse

MULTIPLE PROPOSALS ALUMINIUM COMPANY OF MALAYSIA BERHAD ("ALCOM" OR THE "COMPANY") (I) PROPOSED ACQUISITION; (II) PROPOSED DIVERSIFICATION; AND (III) PROPOSED INTERNAL REORGANISATION (COLLECTIVELY REFERRED TO AS THE "PROPOSALS")
ALUMINIUM COMPANY OF MALAYSIA BERHAD

Type Announcement
Subject MULTIPLE PROPOSALS
Description ALUMINIUM COMPANY OF MALAYSIA BERHAD ("ALCOM" OR THE "COMPANY")

(I) PROPOSED ACQUISITION;
(II) PROPOSED DIVERSIFICATION; AND
(III) PROPOSED INTERNAL REORGANISATION

(COLLECTIVELY REFERRED TO AS THE "PROPOSALS")
The terms used herein shall have the same meaning as those defined in the announcement made on 2 January 2018 unless otherwise stated.



We refer to the announcements dated 2 January 2018, 12 January 2018, 25 January 2018 and 13 February 2018 in relation to the Proposals.



On behalf of the Board, UOBKH wishes to announce that the application in relation to the Proposals have been submitted to Bursa Securities on 15 March 2018.





This announcement is dated 15 March 2018.

Posted by Bystander123 > 2018-03-16 19:19 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/#/?category=all&sub_category=all&alphabetical=All&company=2674

Posted by Bystander123 > 2018-03-16 19:20 | Report Abuse

Yes ! ! ! finally..on the way...

Posted by Raul > 2018-03-19 08:01 | Report Abuse

Lets huat together with alcom

Posted by Bystander123 > 2018-03-19 09:34 | Report Abuse

Yes, agree with you,..TA & FA are positive..just a matter of when..

Posted by Raul > 2018-03-19 15:37 | Report Abuse

No trading today?

Posted by Bystander123 > 2018-03-19 17:33 | Report Abuse

lacklustre trading in ALCOM today, buyer/seller not keen to take agressive stance,awaiting big brother to take the lead...

Posted by Bystander123 > 2018-03-19 17:38 | Report Abuse

once BURSA gives greenlight and date for EGM set, then focus could be highlight on earnings growth in 2018/2019 in view of new production line for finstock coming online in mid-2018 and projected new earnings from property division..expect analyst rpts on eps growth and rerating for ALCOM soon..

Posted by singh1 > 2018-03-21 19:54 | Report Abuse

What properties are they wanting to do? Anyone knows?

Posted by Bystander123 > 2018-03-21 20:31 | Report Abuse

Proposed Acquisition and Proposed Diversification
The Proposed Acquisition provides Alcom Group with the opportunity to purchase a sizeable
land, which is suitable for development in a mature location. The Kota Damansara Land is
strategically located with easy accessibility to the major highways in the area, namely the
Sungai Buloh Highway, Lebuhraya Damansara-Puchong (LDP) and the New Klang Valley
Expressway (NKVE). Further, the Kota Damansara Land is also within close proximity to the
proposed Damansara-Shah Alam Elevated Highway (DASH) which is expected to complete
by year 2020. The nearest Mass Rapid Transit (MRT) station, which is the Kota Damansara
Station is located approximately 1 kilometre from the Kota Damansara Land whilst a future
MRT station is being planned and is expected to be located only 300 metres away.
Upon completion of the Proposed Acquisition, Alcom Group intends to venture into property
development by developing the Kota Damansara Land into a gated and guarded industrial
park, housing 2 blocks of 6-storey industrial units catering for use as ancillary office,
warehouse and light industrial space (“Industrial Park”). The development of the Industrial
Park is expected to generate an estimated gross development value of at least RM500 million
over a period of 3 to 5 years. However, it is pertinent to note that the development plan for the
Industrial Park, is indicative at this juncture as the development and building plans have not
been submitted or approved by the relevant authorities. Further details of the Proposed
Development are set out in Section 4.3 of this announcement.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5654257

Posted by Bystander123 > 2018-03-21 21:20 | Report Abuse

HIDDEN GEMS IN ALCOM annual report , 31st March 2017 , (pg 68 note 15) :
the Group had engaged an independent valuer in September 2016 to value the Group’s leasehold land and buildings.
The valuation report indicated that the market value of the Group’s leasehold land and buildings was RM120 million.

Based on conservative 5% appreciation , the market value of ALCOM's land and building could easily be worth RM129 million as at March 2018.
The assets are still recorded in the books at cost of rm20.737 million, ie. land- rm13.491 m, building-rm7.246m.

NTA of ALCOM is under reported by RM108.263 million, or rm0.81 per share !!

(based on reduced share capital of 133.331 million).

revised NTA of ALCOM would be rm1.70 per share.

Any surprise, banks are queuing to lend ALCOM money for its diversification into Industrial Park property project ?

Shouldnt fence sitter, do an urgent study of ALCOM prospects NOW,..while its still under-appreciated and EGM date not set yet ?

Posted by singh1 > 2018-03-23 03:18 | Report Abuse

medium to long term investment. Took a position. We are now partners!!

Posted by singh1 > 2018-03-23 03:50 | Report Abuse

If price goes down further will buy some more.

Posted by Bystander123 > 2018-03-23 07:06 | Report Abuse

Great ! got many silent ALCOM holders here from past years, already know the value..received big cash out last year,.now awaiting the mgmt new venture to diversify into Industrial Park project

Posted by Bystander123 > 2018-03-23 13:04 | Report Abuse

With implied backing of solid appreciating land n buildings assets , ALCOM 's NTA at 89 sen, is clearly under stated, easily worth, rm1.70 per share backing...and appreciating
..can BUY with confidence, while wait for good news..

Posted by Bystander123 > 2018-03-23 13:06 | Report Abuse

more new ALCOM holders realised the hidden gems in ALCOM, and refused to be short-changed by unfair buyers..hahaha

Posted by Bystander123 > 2018-03-25 17:22 | Report Abuse

ALCOM is bouncing nicely at the 80 sen support line, on very low selling volume for this mth, so any weakness is only temporary, a good buying opportunity, with implied NTA 170 sen versus current 78 sen, good time to enter for fence sitters !

Posted by Bystander123 > 2018-03-25 17:26 | Report Abuse

67% of revenue comes from Asia-Pacific countries, Thailand,India, Europe, Mid-east
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5704617

expect a good set of results this Qtr. from increased sales of finstock used in Air-cond supply by ALCOM

Posted by Bystander123 > 2018-03-26 13:24 | Report Abuse

at 75 sen, ALCOM is selling at PE of 10.3 based on on a 9-mth earning of 7.24 sen for fin. yr 31st dec.2017.
based on conservative 10% growth, prospective eps of 10.6 sen for 2018, ALCOM is selling at PE of 7 !!

Posted by Bystander123 > 2018-03-26 17:23 | Report Abuse

Compare Industrial Prod. sector av. PE of 18.8 with ALCOM 2018 prospective PE of 7 and you can see the potential when market rerates ALCOM once a good set of results is ann. for 1st Qtr..

Posted by Bystander123 > 2018-03-27 09:15 | Report Abuse

to new holders of ALCOM, shd not sell/switch at this price, shd have some ann. by early April and Qtr results out by early May, good fundamental stks, need some time to bloom, haha

Posted by carilembu > 2018-03-27 10:28 | Report Abuse

wait at 0.65

Posted by Bystander123 > 2018-03-27 12:54 | Report Abuse

1 person wait at 66 sen, 1000 shares, another at 60 sen, 10,000 shares, is tht you ?

Posted by Bystander123 > 2018-03-27 12:56 | Report Abuse

or is it bro. Guardize at 60 sen ?,haha

Posted by Bystander123 > 2018-03-27 12:57 | Report Abuse

yes, got many waiting for the right moment...

Posted by Bystander123 > 2018-03-28 08:54 | Report Abuse

Hang tight,tight to your holdings folks ! ALCOM real worth is coming out soon.. with the 2nd prod. line ready by mid-2018, the revenue will balloon..

Posted by Bystander123 > 2018-03-28 12:55 | Report Abuse

At ANSC, we were able to ramp up Coater Line 1 since December 2015 and this has contributed positively to the
Group with extra coated fin capacity. We are further expanding our capacity to improve our competitiveness for
coated fin by building a new line at the current site which will give us an additional capacity of 12,000 metric tonnes
annually. This new facility is only anticipated to be fully commissioned by August 2018 onwards.

- extract frm mar31 2017 annual report

Posted by Bystander123 > 2018-03-30 09:17 | Report Abuse

the delay in setting the EGM date, most likely means it will be held together with AGM,no issue, just prudent cost savings by the mgmt, thumbs up !

Posted by Bystander123 > 2018-03-30 09:21 | Report Abuse

the anticipated peak/subsequent lower Aluminium prices is actually good for ALCOM, tog. with the strengthen RM, its raw material cost is now lower

Posted by Bystander123 > 2018-03-30 09:22 | Report Abuse

can expect a positive Qtr results, and hopefully outdue +ve rerating...

Posted by carilembu > 2018-03-30 09:47 | Report Abuse

so quiet. Miss the golden palace gang. 0.65 will be a good buy in a bear market.

Posted by singh1 > 2018-03-30 10:27 | Report Abuse

Will stronger ringgit lead to lower revenue and hence profits.

Posted by Bystander123 > 2018-03-30 10:56 | Report Abuse

impatience will always end in regrets... just renew FD for 1 mth..overall market is downtrend anyway

Posted by Bystander123 > 2018-03-30 11:26 | Report Abuse

“Successful investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can’t produce a baby in one month by getting nine women pregnant.”

Warren Buffet
https://klse.i3investor.com/blogs/koonyewyinblog/152344.jsp

Posted by Bystander123 > 2018-03-30 17:28 | Report Abuse

Only 31,300 shares,value at rm28,244 done today, extremely low vol., prob. sold by non-I3 members.
Almost all ALCOM holders patiently wait for the mgmt gameplan to unveil soon and refuse to give chance to curi ayam kakis, to buy cheap.
Let's look forward to a more upbeat trend next week !

Posted by Bystander123 > 2018-03-30 17:50 | Report Abuse

Good news for ALCOM , use aluminium as raw material for its products..
http://www.theedgemarkets.com/article/shanghai-aluminium-hits-17month-low-set-worst-quarter-mid2010
The London Metal Exchange is closed on Friday and Monday for the Easter holiday. On Thursday, London aluminium hit a near eight-month low, closing just above $2,000 a tonne.

Posted by Bystander123 > 2018-03-30 19:42 | Report Abuse

Yes, aluminium drop 1.1 % this week and trending down..

INDUSTRIAL METALS LAST PREVIOUS CLOSE % ABSOLUTE TRADE TIME UNIT
Aluminium 2,004.65 2,026.85 -1.10 % -22.20 3/29/2018 USD per Ton

https://www.metalradar.com/lme-prices/aluminium/

Posted by Bystander123 > 2018-04-02 20:30 | Report Abuse

Bargain hunters got told off in strong terms today, when only 3 lots were done at more than 5% higher price of 77 sen than that offered by curi ayam kakis ! (73 sen).
Thanks but no thanks ! sellers prefer to wait for the imminent rerating of ALCOM, due to the Aluminium raw material sharp downtrend, +v impact from the new 2nd prod. line operating soon, expected +ve Qtr results , and launch of new property division,1st proj. Industrial Park, with bright earnings prospects.
All these catalysts will be unfolding very soon and ALCOM's price can only go one way from here..

Posted by Bystander123 > 2018-04-03 12:09 | Report Abuse

LME Aluminium drop 0.35% overnight to US1997 from US2004 (Cash settlement).
lower raw material price is good for ALCOM P&L

LME-PRICES
Lme Index (02/04/18) 3204.8
LME-PRICES (02/04/18)
Cash Ask Cash Bid 3m Ask 3m Bid 15m Ask 15m Bid
Aluminium 1997 1996.5 2014 2013.5

hold tight,tight to ALCOM shares, rerating just round the corner,folks !

Posted by Bystander123 > 2018-04-03 20:20 | Report Abuse

amidst the increasing concerns of uncertainty and downturn in small/mid cap stks, ALCOM holders need not panic but have confidence that solid FA of implied NTA rm1.70 and prospective PE 7 and the 4 major reasons highlighted above for imminent rerating will sustain its share price, going forward.
Short term lack of buyers , not selling pressure is the reason for the flat share price, just hold tight, and wait patiently for the new catalysts annoucements soon.

Posted by Bystander123 > 2018-04-04 10:30 | Report Abuse

notice suddenly, got ready buyers , asking for ridiculous 10 sen disc at 67,66,65,64,63 100 lots each ? looks like curi ayam kakis know time is near,..hahaha
let them wait folks,.we already hold so long, nothing less than rm1.00 lah !
.dont give chance and rugi when rerating comes soon...

Posted by Bystander123 > 2018-04-04 12:37 | Report Abuse

Notice for past few days, at the SELL Q , 530 lots @ 80 sen and today at 78 sen , 582 lots.
Is this a msg from experienced holders that ALCOM shd be sold at min. 78-80 sen , if need to sell ??