Posted by Bullkobear > 2021-10-27 10:39 | Report Abuse

Good buy .... but be sure to buy another 016...

Posted by Jonathan Keung > 2021-10-27 10:40 | Report Abuse

Still keeping and hope for a technical rebound .down for the past 3-4 trading session

Posted by RosAng > 2021-10-27 10:43 |

Post removed.Why?

Posted by williamtkb > 2021-10-27 10:49 | Report Abuse

Let's see if MAA got magic to turn losses to profit. I queue 18cents don't know they willing to sell me cheap or not. More and more queue below 20cents. Everyone waiting buy lower.

Posted by walletchong > 2021-10-27 10:53 | Report Abuse

Good news this evening, tomorrow 30c....Datuk IS become substantial big holder

Posted by param1 > 2021-10-27 10:57 | Report Abuse

q staggerd la

Posted by param1 > 2021-10-27 10:57 | Report Abuse

hantam dia kao kao

Posted by BuySoLow SellEvenLower > 2021-10-27 11:04 | Report Abuse

Want 2 buy KNM, be prepared to lock in up in a shithol for a long time and let it ferment.

Posted by jeremylin > 2021-10-27 11:11 | Report Abuse

Maaaa ave 18cent ma... Steady steady.. Shake weak holders, tomorrow 0.225back

Posted by williamtkb > 2021-10-27 11:27 | Report Abuse

Everyone read news on thai bond maturity next month panic sell. Never read in details. But too bad not reaching my buy queue @18cents. Anyway, KNM management should able to get loan from banks for that 370m Thai Bhat. Will someone panic buy later once turned green?

Posted by cicakman > 2021-10-27 11:36 | Report Abuse

Dunggu2, look at top vol and looser 530+ counters.
Some profit taking and some bad sentiments and few related to Serbdk related counters.
Dunggu ,current status and last few days is oversold.

Posted by SpartanXoXo > 2021-10-27 11:39 | Report Abuse

hard to push up anymore

Posted by Jack Y > 2021-10-27 14:20 | Report Abuse

ZZzz... whenever big drop or high vol, then sure someone will said MAA selling. zzzZZz...

Posted by Vhydro > 2021-10-27 14:27 | Report Abuse

Not MAA, I'm selling

Posted by williamtkb > 2021-10-27 14:47 | Report Abuse

MAA cost should above 20cents. That's why my 18cents queue not match yet. Hahaha

Posted by PenghuluGia > 2021-10-27 20:59 | Report Abuse

Wah today really big show. Big dump. Ini bukan wayang kulit ni, ini Matrix Resurrection in iMax.

Posted by intaiREZEKI > 2021-10-27 21:27 | Report Abuse

Wahhhh...

Volume 2 mill ++ valued at RM41 mill ++...hit below 0.2 after bertapa so long at price range 0.210 - 0.220

Siapa la yg letgo byk sangat tuuuu...siapa la pulak yg senyum manjang kutip at lower price...

Kita tunggu kalau² ada announcement yg mengemparkan...samada existing big players increasing their shareholding atau ada newcomer yg join the queue...

Apa² pun hatiku tetap tenang...tiada istilah panik...managed to stand still and holding tight..belum pernah jual since buying walau menempoh badai dan gelora yg melanda bermula pada 8/9/2021....

Posted by miss_secret > 2021-10-27 21:31 |

Post removed.Why?

Posted by Legend > 2021-10-27 21:56 | Report Abuse

0.20 sudah sampai...tunggu 0.16 baru sapu..boleh ke..haha

Posted by PenghuluGia > 2021-10-27 22:30 | Report Abuse

Getaran Jiwa Melanda Hatiku. Kita hold lah ikut abang Yaacob dan abang Rezeki.

Don't contra guys. This counter is very brutal. Tiada belas kasihan. And once you're in, it's like Hotel California - you can check out anytime you like but you can never leave...

Posted by intaiREZEKI > 2021-10-27 22:32 | Report Abuse

Legend > semoga tercapai hasrat...jgn cuma dapat sapu habuk² share bertempur sudah la...hehehe

Posted by intaiREZEKI > 2021-10-27 22:52 | Report Abuse

PenghuluGia > this counter nice to see nice to hold...once bought you have to hold..hold and hold...heeeee

Posted by PenghuluGia > 2021-10-27 23:01 | Report Abuse

Haha…

Posted by masterkevin212 > 2021-10-28 00:31 | Report Abuse

This counter you must ask sardin81

Posted by Jack Y > 2021-10-28 11:06 | Report Abuse

any news on thai debt?

Posted by RJ87 > 2021-10-28 12:07 | Report Abuse

This analogy not entire accurate... House has advantage on every metrics. They design the casino layout. They give options only to their favour, like free rooms and cheap alcohol. They replace non performing dealers. What about you retailer? The weird part is, people still go donate money there.

If you are gambler here, you will lose 10/10.

If you are investor, you are playing different game. It's a game of valuation. I check the bond...it's RM370M around 80M USD. Current operating cash can finance the operational expenses and finance cost. Given it's performing asset, I don't think it's that difficult to get restructure the bond/loan like how Armada pare down their 18B debts as long they hv performing asset. Keyword here is performing and non performing asset. What's left is which banks wants a piece of 350M loan at what interest only.

Once restructured, easy 10-20% return.


nedgeon Do you all know why casino make so much money and gamblers always end up losing ? it is all about holding power. Casino can afford to "lose" and hold-on until they win back all the money that they "lost"

Posted by Jack Y > 2021-10-28 12:09 | Report Abuse

== why always sardin ... u guys just let it go.....
as long as knm will not bankrupt then should be ok.
so far i checked those company MAA involved, share price wont flying, just stable as it is.
and DATUK UWE AHRENS is MAA ppl, not sure does he got a chance be replacing current CEO

Posted by Jonathan Keung > 2021-10-28 13:10 | Report Abuse

Businessmen would always placed their own trusted lieutenant at the helm. MAA now control app 10%+ of KNM

Posted by RJ87 > 2021-10-28 20:41 | Report Abuse

nedgeon, u think everyone Lee Chong Wei merrr?

if u want to play buy and wait….go buy maybank or Bauto. At least they pay dividend. Hold 10 years also no worries. Can’t say the same for KNM.

Posted by RJ87 > 2021-10-28 20:42 | Report Abuse

it’s a gamble to assume everyone is Lee Chong Wei.

Posted by Jack Y > 2021-10-28 20:50 | Report Abuse

my concern is how to deal with the debt. is either selling ORSIG or UK project or any other action... every action will have diff impact to the shareholder.

Posted by RJ87 > 2021-10-28 20:52 | Report Abuse

after reading ur whole writing. I can conclude you are noob nedgeon.

Ask you simple question. Even with RM10B sales, can PAT go negative?
And if it can go negative, what the point of having RM20B revenue?

U need to watch out fixed expenses especially company with big revenue but small profit carefully. *touchwood any thing happens to the revenue, the PAT goes deep deep in the red.

What I really really don’t like about KNM is it almost RM1B in goodwill asset. You know apa itu asset? BFF with Donald Trump is it? Can liquidate one or not?

Posted by Legend > 2021-10-28 21:58 | Report Abuse

Diam. Jangan sebut borsig! haha

Posted by birkincollector > 2021-10-28 22:01 | Report Abuse

oh MAA sold out already? LOL

Posted by CHLEONG888 > 2021-10-28 23:17 | Report Abuse

Borsig, asyik borsig, real boring bro

Posted by Legend > 2021-10-28 23:37 | Report Abuse

Chart 100% downtrend...down to 0.16

Posted by RJ87 > 2021-10-29 01:01 | Report Abuse

Great, now u think any counter can become maybank just like anybody can be become Lee Chong Wei. Thats why i think u noob.

So, tell me more about borsig. How much did KNM spent to acquire Borsig. Whats the ROCE?
Less ITDA, whats left from borsig’s revenue?

Posted by RJ87 > 2021-10-29 09:35 | Report Abuse

Like I say, KNM do hv performing asset that can finance the next RM370M bond/Loan. It's not USD370M. If USD370M bond, I also won't touch with 10 ft pole. Remember it's RM yeah. About USD84m. Just which bank and what finance charges.

KNM is in position to benefit who only. If sell Borsig cheap which benefit next buyer, KNM will hv excess cash dunno what to do. Or they refinance the bond with loan, which will benefit the banks with dunno what finance charges. Else, PP 100M + Current cash position also can settle.

Jack Y my concern is how to deal with the debt. is either selling ORSIG or UK project or any other action... every action will have diff impact to the shareholder.
28/10/2021 8:50 PM

Posted by RJ87 > 2021-10-29 09:38 | Report Abuse

Feel like KNM is struggling with power play. Price is pressed down so that in event needing private placement, the benefactor can get more shares with his RM100M private placement. Every 10% drop = 10% more shares. Think about it.

Dunno kerja siapa ini.

Posted by PenghuluGia > 2021-10-29 12:22 | Report Abuse

https://www.theedgemarkets.com/article/ishak-ismail-mulling-over-stake-knm

Posted by smartmove100 > 2021-10-29 14:47 | Report Abuse

v likely 0.16

Posted by jeremylin > 2021-10-29 14:48 | Report Abuse

Minggu depan 0.24 & above

Posted by Jack Y > 2021-10-29 15:31 | Report Abuse

RJ78...somehow i agreed with you... whenever price press down then have PP with cheaper price.
PP and ESOS are always in a lower price.

Posted by Wealth > 2021-10-29 15:49 | Report Abuse

once in a while come in here to watch nonsensical pasar malam conversations is very funny and enjoyable.

ppl are sooooooooo short sighted....lol

cheers

Posted by Godofgambler > 2021-10-30 00:30 | Report Abuse

KNM Group Bhd announced its indirect wholly-owned subsidiary FBM Hudson Italiana SpA had accepted a purchase order (PO) from Saudi Aramco’s subsidiary Saudi Basic Industries Corp (SABIC) for the supply of a reactor gas-gas exchanger, amounting to approximately RM17.7 million. A gas/gas heat exchanger allows the transfer of a heat quantity recovered from raw gas directly to the clean gas side. KNM said the supply and delivery duration of the transaction is for a period of approximately 55 weeks from the date of the PO.

Posted by Godofgambler > 2021-10-30 00:32 | Report Abuse

Wow...Saudi Aramco also trust KNM...
Rocket soon

Posted by Legend > 2021-10-30 00:40 | Report Abuse

RM 17M...malu la company borsig...healthcare company supply katil hospital pun sudah kontrak harga lebih RM 25M..kasi malu betul la. Lain kali kasi up la macam Serba..bilion2 contract...baru ada muka..haha

Posted by datopanglima888 > 2021-10-30 12:32 | Report Abuse

fuhhhh panjang siot cerita

Posted by RJ87 > 2021-10-30 19:38 | Report Abuse

That's why I still think you are noob. Ask you very simple question. Is it possible that every dollar company made. Can it lose 20sen? If can, does it make sense to own this business?

Then u give me long @ss essay that says NOTHING. With sales, only sekeciput profit. No sales is gonna be deep deep in the red. Dangerous business to own.

I see from operating cash. Like Serba...billion2 receivables and yada2. No cash. Everytime need to pay dividend, hv to do private placement. Then everyone know it's a shitty company.

Operating cash for KNM is ok ok la. Receivables to operating cash conversion is still healthy. "Billion" of sales only translate abit into cash. If the billions u claim can translate to cash, why I don't see them on balance sheet? Where genius? Where?

If company making billion dollars of revenue but can't translate into cash in balance sheet only explains one thing. Directors are paying themselves by increasing operational expense. Left nothing for the investors. It's not something you want to own either.

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Do you know what is "Profit" and what is "Loss" ? Profit and Loss are just an accounting play. Sales is the actual money coming in. Profit or Loss is "what you want". you can get "what you want" easily. The difficult part is to get the Sales, not the Profit and Loss. Some of you may claim that the sales are "fake", if it is "fake" no way you can do it for so many years, especially when it is RM1 billion+ sales every year ? Can you ? KNM Sales is real for sure because nobody can "fake" such a big sales for so many years without significant increase in borrowings.

Posted by BennyWhittman > 2021-10-31 09:21 | Report Abuse

To cut it short, if business is not to bring in Sales with profits...it's a losing business. And if you bring in Profits and move them into Fixed Assets, it's shown in the Balance Sheets.

So, this is not showing anywhere except in the fantasy mind of Nedgeon...