Posted by Woodswater > 2016-07-20 18:25 | Report Abuse

As I told u guys , this stocks walking trend is like airasia . I hold last time b4 it drops to around 1.2x . Then I sold at 1.4x . After that boom 2.xx . I'd never regret bcos there was 2 counter I focus . I'd chosen KNM . Hope or hopeless , still too early to comment ! Khikhikhikhi .

Posted by mbs7633 > 2016-07-20 19:26 | Report Abuse

now - overvalued
future : undervalued

Posted by mbs7633 > 2016-07-20 19:29 | Report Abuse

for past 5 years, the lowest share price at rm0.375. i think rm0.40 is very cheap to buy.

Posted by mbs7633 > 2016-07-20 19:30 | Report Abuse

now overvalued - based on PE, not NTA.

Posted by yifie_911 > 2016-07-20 19:40 | Report Abuse

Goldentriangle, stop buying if u wan knm drop below 0.4. Otherwise i gt not enough volume, if I gt not enough volume, i cant push it.

Posted by snwong13 > 2016-07-21 14:47 | Report Abuse

.
13M shares on queue to pick up now at 0.400!!

Posted by yifie_911 > 2016-07-21 18:02 | Report Abuse

not yet reach bottom.

Posted by annmix > 2016-07-21 19:29 | Report Abuse

with this 1 malaysia shameless family in power, no hope for bursa especially oil n gas stock

Posted by alex lee > 2016-07-21 21:40 | Report Abuse

what a dream maybe

Posted by yifie_911 > 2016-07-21 23:18 | Report Abuse

It is not about what statement made by PM, it is the confidence of investors especially foreign on malaysia gov's transparency & accountability.
1 statement can make US scare of Malaysia? what a joke

Posted by John Teng > 2016-07-22 09:46 | Report Abuse

drag u to hell...

Posted by alex lee > 2016-07-22 11:34 | Report Abuse

sell and buy back at 0.30

Posted by annmix > 2016-07-22 13:39 | Report Abuse

first time heard USA will scared of peanuts malaysia ..lol ... mayb najis supporter

Posted by mtwwy > 2016-07-22 22:34 | Report Abuse

Oil price dip... What's next?

Posted by Angielim9955 > 2016-07-23 01:32 | Report Abuse

knm last time was 2rinngit now only 0.40, why dont you think this is super super undervalued stock in bursa

Posted by small_investor > 2016-07-23 09:22 | Report Abuse

check out General Lee in thestar BIZ write up today

Posted by nomanland > 2016-07-23 09:42 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/07/23/knm-rides-on-green-energy/

Posted by Woodswater > 2016-07-23 12:19 | Report Abuse

Hope so , I'd actually waiting a long long time till my neck become longer lor. . Wish come true !this article really positive n helpful , Tq guy . Buy buy buy buy buy bye!

Posted by small_investor > 2016-07-23 12:33 | Report Abuse

hopefully.. i think General Lee will push up the price to 0.80 ?? as he mentioned KNM Is grossly undervalue in AGM :D

Posted by mililia > 2016-07-23 12:37 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/07/23/from-billionaire-to-millionaire-in-less-than-four-months/

Posted by Angielim9955 > 2016-07-23 15:49 | Report Abuse

YES ALL THE BEST

Posted by yifie_911 > 2016-07-23 17:38 | Report Abuse

Dont up first le...still want to collect more in cheaper price

Posted by mbs7633 > 2016-07-23 17:42 | Report Abuse

as i say knm has good future earnings. buy it before the share price comes to 50 cents.

Posted by mbs7633 > 2016-07-23 17:43 | Report Abuse

i also hope knm can drop to 30 cents. i will buy another batch. hihi.

Posted by mbs7633 > 2016-07-23 17:47 | Report Abuse

i guess knm will come to 60 cents by the end of this year since thailand renewable energy project will start soon.

Posted by confuse > 2016-07-24 04:50 | Report Abuse

KNM not O&G counter? Now oil price no good la. RE not start in 4th qtr 2016 how can coming QR be good?

Posted by mbs7633 > 2016-07-24 10:39 | Report Abuse

stock pick 2017/18? still long way to run.

Posted by BoPoint > 2016-07-24 11:48 | Report Abuse

It is always not too late to buy into a turnaround business. BUT IT IS ALWAYS too early to buy into a turnaround story.

Have fun looking intro resilient and growing business!

Posted by CKNYAM79 > 2016-07-24 12:40 | Report Abuse

goldentrialgle wah u also promoter for knm. what is the best entry price

Posted by snwong13 > 2016-07-24 16:50 | Report Abuse

.
Early stories.
Not contribute to this qtr result.
No harm to keep some...

Posted by mikeann > 2016-07-24 19:45 | Report Abuse

TRENDING UP

. First resistance is 0.46

Posted by richardcslim > 2016-07-24 21:38 | Report Abuse

Now best price to enter?

Posted by yifie_911 > 2016-07-24 23:07 | Report Abuse

lol...wan to grab lowest price only when the positive result announced? Den u all better go sleep now.

Posted by mililia > 2016-07-25 00:30 | Report Abuse

There math is very simple. KNM is at the lowest point of all history (for some reason) and their orderbook is at the best coming from RAPID. Outlook also at its best because they are diversifying into renewable energy. So today RM0.40 is no longer than previous years' RM0.40.

Now, comes the earning. I will do the breakdown and you guys judge yourself whether it's true or not:-

RAPID - earnings only coming in this year 2016 and will flow through till 2018. If 2H2016 new contract from RAPID, then visibility will be at least until 2019.

Ethanol Plant - 1/4 in 2016. Full year contribution in 2017 of RM10mil and onwards for Phase 1.

Peterborough - Full contribution of RM50mil in 2018

Others - They have couple O&M recurring income coming from renewable energy in Malaysia and UK. I don't know what are the earnings contribution.

And one key takeaways is recurring income will be at least 60-70% of its earning while contracting business continue to be the same (assuming). We are talking about at least doubling income in 2 years. Let's assume contracting income is RM40mil and assuming 50% comes from recurring income, that will mean recurring income will give RM40mil too. That makes RM80mil. So it is doubling just by taking into account 50:50 contribution.

So to hit RM0.60 it is no issue. I'm more inclined to think in 1-2 years time it will be at least RM0.80- RM1.00 stock. Rerating will happen 1 year before it happens. Peak is reach when result is shown in 2018.

Why argue so much? It is true this stock is severely undervalued as mention by Mr. Lee. The risk however is the execution risk. That explain why there are so many skeptics here.

Posted by PenguinDad > 2016-07-25 09:03 | Report Abuse

Mililia, Good comment.

Posted by small_investor > 2016-07-25 09:36 | Report Abuse

Thank You General Lee

Posted by yifie_911 > 2016-07-25 10:21 | Report Abuse

Small investor, up little only, thanks only when hit 60cents

Posted by kent05 > 2016-07-25 10:24 | Report Abuse

hope this time not just a technical rebound

Posted by small_investor > 2016-07-25 10:50 | Report Abuse

let check the price in 2 weeks . Hopefully General Lee is well prepared before he give an interview to The Star

Posted by kenny5978 > 2016-07-25 12:59 | Report Abuse

I had invested quite a number of KNM Share during April @ RM0.6++
Keep dropping and dun have sufficient bullets to buy more @ RM0.4 - RM0.415 Range.

Posted by Woodswater > 2016-07-25 14:50 | Report Abuse

Y dun't u cut loss @0.50 ? Now u hv 2 wait about couple years to make capital return . Already stucking here , kenny5978 .

Posted by 1009 > 2016-07-25 15:03 | Report Abuse

I think good time start goreng KNM ...

Posted by Bullhunter > 2016-07-25 15:15 | Report Abuse

just starting to push up... can buy wan

Posted by alexwest > 2016-07-25 15:33 | Report Abuse

fast up until RM 0.50...

Posted by mason > 2016-07-25 15:40 | Report Abuse

hopefully ini kali la. i personally dun think KNM is for long term. But it is a good speculative stock. In state of waiting for the 60cents(not sure when will reach), i will not hesitate to sell it at 48cents for small earning. Wish for 48cent in 2 months.

Posted by yifie_911 > 2016-07-25 16:15 | Report Abuse

48 sen? too low..i follow this knm since 2008, pre financial crisis 2008 until now. U will regret if u cabut early

Posted by alexwest > 2016-07-25 16:17 | Report Abuse

how far the jnm can go?

Posted by mason > 2016-07-25 16:24 | Report Abuse

me too, i follow KNM around 2008 too, i got so lucky to run away during 2011 when KNM at its peak. it been downtrend since then. Of course i will regret if KNM reach 60cents in short terms. if you want me to wait for yrs for 60cents, i prefer to encash and look for others stock.

Posted by yifie_911 > 2016-07-25 16:35 | Report Abuse

There is 1 theory in market, stock leads the market for 6 months.

Posted by 1009 > 2016-07-25 16:44 | Report Abuse

Ya.. Buy buy buy