BERJAYA LAND BHD

KLSE (MYR): BJLAND (4219)

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Last Price

0.315

Today's Change

-0.005 (1.56%)

Day's Change

0.315 - 0.32

Trading Volume

557,200


3 people like this.

12,393 comment(s). Last comment by miniminer 5 days ago

kmwong8711

639 posts

Posted by kmwong8711 > 2019-08-26 22:58 | Report Abuse

Just follow VT tune if gap down buy,, VT want to buy cheap cheap for privatised

ivan9511

3,854 posts

Posted by ivan9511 > 2019-08-27 00:25 | Report Abuse

wait 15sen then buy

ignissimia

1,055 posts

Posted by ignissimia > 2019-08-27 00:49 | Report Abuse

As at 18 July 2018, the following holdings were known to be in foreign hands being part of the top 30 shareholders indicated in AR2018;
1) Penta 223,773,096
2) Macquarie 246,000,000
3) Goldman Sachs 129,404,924
4) Credit Suisse 48,050,000
Total 647,228,000

There may be more unpublicised foreign accounts holding BJLand shares in the list of shareholders.


Based on relevant KLSE records since 18 July 2018, the same foreign funds may still be holding the following amounts of BJLand shares;
1) Penta 166,185,989 announced 05.05.2019
2) Macquarie 144,415,368 sold 101,584,632 to Penta on 18.01.19
3) Goldman Sachs 129,404,924
4) Credit Suisse 48,050,000
Total 488,056,281 (9.801% of NOSH)

The actual figures may be vastly different to those shown above since all the four stakeholders are not substantial shareholders for quite a while already and are not required to announce their subsequent acquisitions or disposals.

It is hard to fathom why and how any regular fund would be invested in a stock like BJLand because of funds' usual strict charters. I can only surmise that these accounts holders are friendly parties to VT.

calvintaneng

56,717 posts

Posted by calvintaneng > 2019-08-27 01:04 | Report Abuse

Posted by ignissimia > Aug 27, 2019 12:49 AM | Report Abuse

As at 18 July 2018, the following holdings were known to be in foreign hands being part of the top 30 shareholders indicated in AR2018;
1) Penta 223,773,096
2) Macquarie 246,000,000
3) Goldman Sachs 129,404,924
4) Credit Suisse 48,050,000
Total 647,228,000

There may be more unpublicised foreign accounts holding BJLand shares in the list of shareholders.


Based on relevant KLSE records since 18 July 2018, the same foreign funds may still be holding the following amounts of BJLand shares;
1) Penta 166,185,989 announced 05.05.2019
2) Macquarie 144,415,368 sold 101,584,632 to Penta on 18.01.19
3) Goldman Sachs 129,404,924
4) Credit Suisse 48,050,000
Total 488,056,281 (9.801% of NOSH)

The actual figures may be vastly different to those shown above since all the four stakeholders are not substantial shareholders for quite a while already and are not required to announce their subsequent acquisitions or disposals.

It is hard to fathom why and how any regular fund would be invested in a stock like BJLand because of funds' usual strict charters. I can only surmise that these accounts holders are friendly parties to VT.


YOUR SURMISING COULD BE CORRECT!!

THESE FUNDS COULD BE PROXIES OF TSVT

LAST TIME IN YEAR 2006 TSVT ROPED IN GOLDMAN SACHS AND PUSHED BJ CORP FROM 12 SEN ALL THE WAY TO ABOVE RM1.50 (UP OVER 1,000%)

BUT AT THE VERY PEAK WHEN TSVT CAME OUT TO ANNOUNCE BJ CORP STILL UNDERVALUE HE STARTED UNLOADING

SO ALL MUST TRADE CAUTIOUSLY

LAST ROUND TSVT TOOK BJ CAPITAL, DUNHAM BUSH & COSWAY PRIVATE

AFTER THAT HE PUSHED BJ CORP

SO WHAT IS TSVT GAME PLAN NOW?

HOPE HE HAS REFORMED HIMSELF BY NOW AND GIVE DECENT DEAL TO ALL SHARE HOLDERS

Leong1982

544 posts

Posted by Leong1982 > 2019-08-27 03:05 | Report Abuse

Dear all, please read the notes to financial statement carefully... Good news from Jeju soon I think!!


"The second supplementary land price appraisal report has been completed and a preparatory hearing was held on 20 June 2019. The presiding judge closed the preparatory proceedings for pleading and stated that the formal hearing will commence on 25 July 2019.

On 25 July 2019, the presiding judge requested BJR to submit evidentiary evidence with respect to the total claims by BJR. The next hearing date has been fixed on 19 September 2019."


Sounds very HOPEFUL and POSITIVE!!

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 07:48 | Report Abuse

Oct is also the date for the skyocean case to b heard.sept to oct many important case. Mostly jeju case will be satisfactory. Coz bjland already written to president of south korea in preparation to bring to international trade icsid for settlement if no satisfactory result obtained. The only problem to jeju case is the damage amount, jdc already lose the suit.the ongoing lawsuit is pertaining to the damages bjland wana claim. If bring to international court, south korea will definetely lose n they cannot control the damages to be paid.so mostly they would like to settle a damages both parties agreeable in sept.

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 07:57 | Report Abuse

Bjland is claiming rm14 billion...direct damage 1 billion indirect 13 billion.i think they can get 5 billion at least.

kmwong8711

639 posts

Posted by kmwong8711 > 2019-08-27 08:03 | Report Abuse

Buy BJLAND now i will average down the price to 0.18

kmwong8711

639 posts

Posted by kmwong8711 > 2019-08-27 08:04 | Report Abuse

For sure next quarter is damn goooood

4444

1,800 posts

Posted by 4444 > 2019-08-27 08:04 | Report Abuse

QR loss.

Leong1982

544 posts

Posted by Leong1982 > 2019-08-27 08:05 | Report Abuse

Compensation of 5 billion, per share is RM1??

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 08:18 | Report Abuse

If bring to icsid ..bjland sure win coz bjland already won in korea court. The uncertainty is amount.so korean government sure will not want to bring it to icsid coz they might end up paying 14 billion. If bjland can settle for say may b 5 to 7 billion. I think korea government might settle it amicably. Bjland share price slide from rm 1 to 20 sen since jeju case...this loss already amount to 5 billion. Direct damages 1 billion. N reputation damade,loss of profit. Legal cost.interest cost etc so much more.5billion reasonable.

Superb99

6,604 posts

Posted by Superb99 > 2019-08-27 08:24 | Report Abuse

Thanks for all the info, most likely price will drop first then up slowly as short term players can't wait for months, luckily DJ was going up yesterday else will worsen the market sentiment and press down the price further. Fair value adjustment is very subjective, exp, normally they will compare the purchase value against market value or realisable value to decide the impairment figure. Just hold, 0.22...is really low price as compared to its assets, close your eyes and don't let the fluctuation affect your initial decision of buying this counter for mid and long term investors

William Ng

893 posts

Posted by William Ng > 2019-08-27 08:25 | Report Abuse

很多人在默默的买…

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 08:27 | Report Abuse

Bjland price start to reverse after the 25 july trial. May b its an indication of the jeju court case is turning in favor of bjland.thats y vt starts buy back actively becoz he sees its time to take it private now the compensation is near.

GreenTrade

651 posts

Posted by GreenTrade > 2019-08-27 08:38 | Report Abuse

https://www.facebook.com/Greentrades/videos/541989693207998?sfns=mo

Slept at 3a.m just to create this video about Bjland

Enjoy :)

GreenTrade

651 posts

Posted by GreenTrade > 2019-08-27 08:39 | Report Abuse

Also, do let me know if you prefer some slight humor in the videos or would like to see pure analysis and serious content

Thanks :)

skyu

2,497 posts

Posted by skyu > 2019-08-27 09:04 | Report Abuse

now the theme is privatisation. the quarter loss is just small pinch of salt. just matter of time but seems it dragging too long.

winfully

21 posts

Posted by winfully > 2019-08-27 09:13 | Report Abuse

improve land planning please

leek

3,617 posts

Posted by leek > 2019-08-27 09:26 | Report Abuse

=D

kmwong8711

639 posts

Posted by kmwong8711 > 2019-08-27 09:32 | Report Abuse

Come on drop some more i want to collect cheap cheap before VT privatised

kahhoeng

3,950 posts

Posted by kahhoeng > 2019-08-27 10:44 | Report Abuse

DON'T TRADE! If we minorities don't trade, there's nothing to be gain by BURSA, SC, or VT. VT will then be forced to privatize BJLand and treat his minorities better under his wing of listed companies!

Bettyem

662 posts

Posted by Bettyem > 2019-08-27 11:33 | Report Abuse

Don't fall into Mgts's trap that's precisely what they want u to sit idly by while they do the lefthand to righthand dealings, we suspect BJLand is working out the 5 days VWAP for privatisation purpose, these few days are crucial to determine what will be VT's initial offer.. to minority in case of Privatisation!

kahhoeng

3,950 posts

Posted by kahhoeng > 2019-08-27 12:09 | Report Abuse

simply hold on to your shares and vote NO if the deal to privatize BJLand is not good enough!

Leong1982

544 posts

Posted by Leong1982 > 2019-08-27 12:12 | Report Abuse

Bettyem, see Kahhoeng and you are singing the same song now. Hahaha

Bettyem

662 posts

Posted by Bettyem > 2019-08-27 12:17 | Report Abuse

Good! Here's some interlude to pass the time..while waiting for VT's initial offer?

https://youtu.be/6E2hYDIFDIU

kahhoeng

3,950 posts

Posted by kahhoeng > 2019-08-27 12:47 | Report Abuse

So, my guess, not buying or selling a single share in BJLand would be the best option to us minorities...

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 12:59 | Report Abuse

Jeju conservative 5 billion ,kyoto 4 season 4 billion oceansky 500 million...already 10 billion ...if all come in ...deduct borrowing still got 7 billion ...rm1.40 per share...plus bjtoto share value 0.30 ...already rm1.70...vt wanna privatise at 50 sen is a piece of cake...

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 13:02 | Report Abuse

Whether vt wanna privatise or not...the coming development is bright for bjland.

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 13:05 | Report Abuse

Bjland is at rm1 b4 jeju court case for your info. After that keep falling.

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 13:10 | Report Abuse

If i am vt i will quickly privatise n escalate jeju case to icsid n hope to strike compensation of 14 billion...rm2.8 pershare...hoho n i only pay 50 sen to privatise...sweet sweet.

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 13:13 | Report Abuse

So like i say bjland dun need retailer...we only need 1 decision from vt..coz no matter how much retailer is buying u cannot raise the price much...but vt is about to pocket rm1.40 cash in 1 to 2 yrs time.

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 13:18 | Report Abuse

I am only talking about 3 immediate cases only...there r still many other law cases n valuable asset. Vt is smiling when we talk about 38 sen 50 sen 80 sen. To vt bjland is worth rm5.

freetospeak

5,867 posts

Posted by freetospeak > 2019-08-27 13:21 | Report Abuse

Thats why those fund is willling to sell to vt in exchange to bjcorp share.they dun wan cash.

josephn

757 posts

Posted by josephn > 2019-08-27 13:32 | Report Abuse

BJLAND 2nd quarter loss making, hope can reduce the share price for me to buy more.

josephn

757 posts

Posted by josephn > 2019-08-27 13:33 | Report Abuse

NTA = 0.84, share price should be 0.84 also when privatisation

nickleeson

223 posts

Posted by nickleeson > 2019-08-27 13:48 | Report Abuse

Buy more if drop

stockraider

31,556 posts

Posted by stockraider > 2019-08-27 14:21 |

Post removed.Why?

Jeffreyteck

4,247 posts

Posted by Jeffreyteck > 2019-08-27 14:25 | Report Abuse

Damian nta above 6, privatise 3+, yee lee above 3, privatise paid 2.30 but failed, now fell to 2.10. good luck everyone as vt is very kind....

stockraider

31,556 posts

Posted by stockraider > 2019-08-27 14:27 |

Post removed.Why?

leek

3,617 posts

Posted by leek > 2019-08-27 14:48 | Report Abuse

LOL... VT MUST BE LAUGHING OUT LOUD IF HE READS WHAT WE POST ON THIS BLOG...

WHO KNOWS VT TURNS AROUND AND SAY NO MORE PRIVATISATION???

BJLAND SHARES STRAIGHT UP 1.88.... AND VT CAN SELL HIS 85+% SHARES BACK TO EVERYONE...

LOL... HUAHHAHAHAHA

ignissimia

1,055 posts

Posted by ignissimia > 2019-08-27 15:24 | Report Abuse

It's been a long party with greed and fear but it does feel like the cows are coming home now.

josephn

757 posts

Posted by josephn > 2019-08-27 15:31 | Report Abuse

Sorry I am newbie, I lack of understand about privatisation.

If VT hold 85% of shares of indirect interest, if privatisation @ 0.38.

Does VT himself get the money of privatisation of 0.38 sen each shares VT holding?

Does he need to instruct the bjland paid him?

stockraider

31,556 posts

Posted by stockraider > 2019-08-27 15:37 | Report Abuse

Of course VT will get mah.....but he only hold slightly more than 1% in his name....that means VT get 1% of his direct interest proceeds but the balance 84% proceeds will be paid to VT owned companies loh..!!

skyu

2,497 posts

Posted by skyu > 2019-08-27 15:37 | Report Abuse

well done bjland.

RosAng

412 posts

Posted by RosAng > 2019-08-27 15:43 | Report Abuse

Pandai lo Sohai

RosAng

412 posts

Posted by RosAng > 2019-08-27 15:47 | Report Abuse

Talk so much

At d end get nothing

kasinathan

967 posts

Posted by kasinathan > 2019-08-27 15:51 | Report Abuse

Heading to below 20 cents again?

kasinathan

967 posts

Posted by kasinathan > 2019-08-27 15:51 | Report Abuse

Cunning fox

RosAng

412 posts

Posted by RosAng > 2019-08-27 15:58 | Report Abuse

哪怕老板以直跟米做对头

别自以为是

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