killabuggy: high posibility Rm5 if we win warisan merdeka. after we complete warisan merdeka, we earn massive profit and the most important is we gain reputation!!!!!
sklyte....How can i make you understand....dont consider right issue at the moment... we dont know yet how much they will giving right issue...
First thing,,, as you mentioned before...we can earn 60mil per annum.. your calculation ya...not mine... 60mil per annum, how much EPS we can earn... 60mil/200mil... 30sen right... from 30sen EPS X 17= rm5.1
RM5 is reasonable... It can reach rm7 if we secure warisan merdeka... from warisan merdeka, we earn profit and most important thing is reputation.... when you have big reputation, investor will invest in this stock
guys, hold this stock... tremendous catalyst upside.. personally not so bullish like AYAM TUA/ optimus, but...
(i) tiles - new capacity and plant - profit should be RM8m minimal (ii) construction - few backlog projects about RM150m - RM8m profit minimal (iii) properties - a few launching and new projects soon (iv) warisan merdeka - worth RM1.5b , 40% portion seacera , assuming pat margin of 10% = RM20m profit per year (v) electric fense - cash cow concession, one off contract construction at RM1b, assuming JV 50% - RM500m portion, seacera one off profit could be RM30m, maintenance could be RM5-10m
Add up everything.. profit could well be RM60-80m per year, however they might need to raise fund to do all these projects, so assuming rights issue and share cap double to 300m shares
you still get 50-180% upside from the price current here.. TP RM2
What gonna happen if we won warisan merdeka? Seacera will raise right issue... normaly 20% of total project... if project is rm2bil, then right issue will be 400mil... they will borrow our money for that project
current project is rm2 la i agree, warisan allt hose need cash call, so rm2.50 is ok, i am not projecting high tp one, u look at all my calls, my tp 80pc hit
Sklyte: this stock could be next Inari... in 2 years increase 500%... but i think seacera is just 300% I believe this company can maintain 60mil profit even after completed warisan merdeka...
What happen in the future 2-5years I think they will cash call only 400mil for warisan merdeka. so after complete warisan merdeka project, what they gonna do with 400mil and profit from warisan merdeka... with amount of the money, how much normaly we expect profit... my opinion 10%... so 40mil ...maybe more... they can use the money for another big project in the future...
Today Market capital is rm200milll... It can reach rm1.5bil in 3-5years
1.5billion too huge la, just sit tight lar bro, if you are a holder, dont need to promote everyday, it will rerate, retailers cant do much, we neeed institutional people to buy this stock when results improve, currently quite sucky, but turnaround plan should happen starting this year, going forward earnings will become stronger n stronger
RM5 i agree if they develop the kajang land, GDV 3-5billion, imagine a 20% profit, then market cap of RM700m is no problem
TP: $5.00 - forget research house, read this kaki lima research people.. kikikiki most important have faith in what you buy ..
Posted by pilindo > Jul 2, 2014 11:49 AM | Report Abuse
THIS IS MESSAGE FROM SKLYTE
guys, hold this stock... tremendous catalyst upside.. personally not so bullish like AYAM TUA/ optimus, but...
(i) tiles - new capacity and plant - profit should be RM8m minimal (ii) construction - few backlog projects about RM150m - RM8m profit minimal (iii) properties - a few launching and new projects soon (iv) warisan merdeka - worth RM1.5b , 40% portion seacera , assuming pat margin of 10% = RM20m profit per year (v) electric fense - cash cow concession, one off contract construction at RM1b, assuming JV 50% - RM500m portion, seacera one off profit could be RM30m, maintenance could be RM5-10m
Add up everything.. profit could well be RM60-80m per year, however they might need to raise fund to do all these projects, so assuming rights issue and share cap double to 300m shares
you still get 50-180% upside from the price current here.. TP RM2
Posted by pilindo > Jul 2, 2014 11:24 AM | Report Abuse
sklyte....How can i make you understand....dont consider right issue at the moment... we dont know yet how much they will giving right issue...
First thing,,, as you mentioned before...we can earn 60mil per annum.. your calculation ya...not mine... 60mil per annum, how much EPS we can earn... 60mil/200mil... 30sen right... from 30sen EPS X 17= rm5.1
Posted by pilindo > Jul 2, 2014 11:28 AM | Report Abuse
RM5 is reasonable... It can reach rm7 if we secure warisan merdeka... from warisan merdeka, we earn profit and most important thing is reputation.... when you have big reputation, investor will invest in this stock
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
pilindo
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Posted by pilindo > 2014-07-02 09:30 | Report Abuse
Warisan merdeka and Security fence are billion project...