Posted by riko > 2019-07-06 10:45 | Report Abuse

Goldentriangle... Wtf

Posted by Natasha Abdullah > 2019-07-06 10:48 | Report Abuse

No worries. Just watch n see. Ive been holding on tight to KNM. Knowing will never able to buy at this price in future

Posted by BeeBearBear > 2019-07-06 12:10 | Report Abuse

both husband and wife acquired 4 million shares together, something is brewing

Posted by riko > 2019-07-06 12:15 | Report Abuse

Socai really don't know how to read the announcement...

Posted by Dreams2Truth > 2019-07-06 12:28 | Report Abuse

More good news to be announced!

Posted by Ben3333 > 2019-07-06 13:49 | Report Abuse

Only Inter merger bgt 2m share. Tiger Lee husband n wife didn’t buy but beings directors have to make announcements. Riko is right, total only 2m bgt. 2,000,000x.30=RM600,000 quite a lot considering price might hit RM1 soon as speculated by sardin

Posted by Everest > 2019-07-06 14:40 | Report Abuse

husband and wife bought back shares sure prices will go up, guarrantee

Posted by investortrader88 > 2019-07-06 15:21 | Report Abuse

SOURCE : GOOGLE /KNM ANNUAL REPORT 2018


KNM THIRTY LARGEST SHAREHOLDERS (as per Record of Depositors as at 29 March 2019)

No. Name of Shareholders Shares Held

1. MIDF Amanah Investment Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Inter Merger Sdn Bhd
(MGN-IMS0005M) 113,600,000 4.84

2. Chua Sim Neo @ Diana Chua 105,208,800 4.48

3. Pui Cheng Wui 65,901,000 2.81%

4. Affin Hwang Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Inter Merger Sdn Bhd 60,945,042 2.60
-
5. Citigroup Nominess (Asing) Sdn Bhd
- Exempt An for UBS AG Singapore (Foreign) 57,627,100 2.46
-
6. HSBC Nominees (Asing) Sdn Bhd
- Exempt An for Bank Julius Baer & Co. Ltd. (Singapore BCH) 33,300,000 1.42
-
7. CIMSEC Nominees (Tempatan) Sdn Bhd
- CIMB Bank for Tan Kim Heung (MY1989) 25,000,000 1.06
-

8. Citigroup Nominees (Asing) Sdn Bhd
- CBNY for Emerging Market Core Equity Portfolio DFA 22,850,768 0.97

9. Maybank Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Inter Merger Sdn Bhd 18,232,951 0.78
-
10. MIDF Amanah Investment Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lee Swee Eng (MGN-LSE0004M) 15,580,000 0.66
-
11. Kenanga Nominees (Tampatan) Sdn Bhd
- Rakuten Trade Sdn Bhd for Pui Cheng Wui 14,170,800 0.60
-
12. Affin Hwang Nominees (Asing) Sdn Bhd
- Pledged Securities Account for Aveda Assets Capital Inc. 12,850,000 0.55
-
13. Citigroup Nominees (Tempatan) Sdn Bhd
- Employees Provident Funds Board (RHB INV) 12,383,000 0.53
-
14. Tee Kim Chee 12,000,000 0.51
15. Maybank Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lee Swee Eng 10,259,404 0.44
-
16. CIMSEC Nominees (Tempatan) Sdn Bhd
CIMB Bank for Koh Kin Lip (MY0502) 10,000,000 0.43

17. Choong Yean Yaw 9,163,100 0.39

18. Public Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Poh Seng Kian (TJJ/KEN) 8,822,000 0.38
-
19. Ooi Cheow Har 8,300,000 0.35

20. Citigroup Nominees (Tempatan) Sdn Bhd
- Kumpulan Wang Persaraan (Diperbadankan) (Affin AM EQ) 8,177,480 0.35
-
21. Seng Siaw Wei 8,000,000 0.34

22. Cartaban Nominees (Asing) Sdn Bhd
- SSBT Fund FA2N for Parametric Tax-Managed Emerging
Markets Fund 7,927,875 0.34

23. Ong Ngoh Ing @ Ong Chong Oon 7,900,000 0.34

24. Citigroup Nominees (Asing) Sdn Bhd
- Macquarie Bank Limited (London Branch) 7,651,284 0.33
-
25. Tan Kim Kee @ Tan Kee 7,500,000 0.32

26. CIMSEC Nominees (Tempatan) Sdn Bhd
CIMB Bank for Ng Chai Hock (MY0972) 7,320,000 0.31

27. Chan Tiang Seng 7,300,000 0.31

28. Gan Siew Liat 7,296,250 0.31

29. Maybank Securities Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lee Swee Eng (Margin) 7,116,434 0.30
-
30 Heng Song Khoon 7,000,000 0.30

TOTAL 699,383,288 29.81

SHAREHOLDINGS OF SUBSTANTIAL SHAREHOLDERS
(as per Register of Substantial Shareholders of the Company as at 29 March 2019)
No. of Shares Held in KNM Group Berhad
Name of Shareholders Direct %# Indirect %#
Inter Merger Sdn Bhd 192,855,551 8.22 22,413,794a 0.96
Ir Lee Swee Eng 37,408,838 1.59 288,111,153b 12.28
Gan Siew Liat 9,045,000 0.39 288,111,153b 12.28
DIRECTORS’ INTERESTS IN SHARES IN KNM GROUP BERHAD AND RELATED CORPORATION
(as per Register of Directors’ Shareholdings of the Company as at 31 March 2019)
No. of Shares Held in KNM Group Berhad
Name of Directors Direct %# Indirect %#
Dato’ Ab Halim bin Mohyiddin 2,452,500 0.10 – –
Ir Lee Swee Eng 37,408,838 1.59 288,111,153b 12.28
Dato’ Dr Khalid bin Ngah – – – –
Soh Yoke Yan – – – –
Gan Siew Liat 9,045,000 0.39 288,111,153b 12.28

Initial Capital Contribution
KPS Technology & Engineering LLC
Name of Director Direct % Indirect %
Ir Lee Swee Eng USD100,000 5.56 USD1,700,000e 94.4

Posted by investortrader88 > 2019-07-06 15:25 | Report Abuse

SOURCE : GOOGLE / KNM ANNUAL REPORT 2018

THIRTY LARGEST WARRANTHOLDERS (as per Record of Depositors as at 29 March 2019)

No. of
No. Name of Warrantholders Warrants B Held %^
1. Affin Hwang Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Inter Merger Sdn Bhd 9,006,452 5.57

2. Affin Hwang Nominees (Asing) Sdn Bhd
- Pledged Securities Account for Aveda
- Assets Capital Inc. 6,425,000 3.98
-
3. Md Nor bin Mansor 5,000,000 3.09

4. Ngan Teng Han 3,806,000 2.36

5. CIMSEC Nominees (Tempatan) Sdn Bhd
- CIMB Bank for Khaw Ski Tian (MP0066) 3,167,400 1.96
-
6. Cartaban Nominees (Tempatan) Sdn Bhd
- RHB Trustees Berhad for SP Tactical Investment Fund 2,689,500 1.67
-
7. Citigroup Nominees (Asing) Sdn Bhd
- Exempt An for Citibank New York (Norges Bank 1) 2,511,250 1.55
-
8. Affin Hwang Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lee Swee Eng 2,226,500 1.38
-
9. Public Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lim Jit Soon (E-KLC) 2,037,400 1.26
-
10. Lim Chin Kiong 2,000,000 1.24

11. Public Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lim Peng Heng (E-TSA) 1,850,000 1.15
-
- 12. Citigroup Nominees (Asing) Sdn Bhd
- CBLDN for Polunin Emerging Markets Small Cap Fund, LLC 1,833,230 1.14
-
13. CIMSEC Nominees (Tempatan) Sdn Bhd
- CIMB Bank for Chong Hwa Jau (M78040) 1,780,000 1.10
-
14. Maybank Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lim Peng Heng 1,541,350 0.95
-
15. Christopher Ling Siew Ming 1,487,800 0.92


16. Ong Yew Beng 1,450,000 0.90

17. Lee Foi Chou 1,336,000 0.83

18. Hii Bik Kuok 1,332,000 0.82

19. Chiow Ya Yess 1,200,000 0.74

20. Mohd Najib Bin Md Yahya 1,200,000 0.74

21. Public Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Lai Ee Fong (E-TSA) 1,198,000 0.74


22.HLB Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Koh Jik Kong (CCTS) 1,110,000 0.69

23. HSBC Nominees (Asing) Sdn Bhd
- JPMCB NA for Vanguard Total International Stock Index Fund 1,085,088 0.67
-
24. Maybank Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Loo Tee Peng 1,008,000 0.62

25.Aslina Binti Mohd Islam 1,000,000 0.62

26. CIMSEC Nominees (Tempatan) Sdn Bhd
- CIMB Bank for Mak Pak Lin (MY1378) 1,000,000 0.62
-
27. Lim Wei Therk 1,000,000 0.62

28. Maybank Securities Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Seow Yoke Hock 990,000 0.61
-
29. HLB Nominees (Tempatan) Sdn Bhd
- Pledged Securities Account for Ooi Choi Kiat 910,200 0.56
-
30. Citigroup Nominees (Asing) Sdn Bhd
- CBLDN for Polunin Developing Countries Fund, LLC 903,790 0.56

Posted by yapts > 2019-07-06 15:25 | Report Abuse

Thanks INVESTORTRADER88 for the info...

Posted by yapts > 2019-07-06 15:43 | Report Abuse

Sardin81,monday market opens will know whether it is a rumour or hard reality for Lee. A RM36.4 million contract in Egypt won't churn out such a hugh volume! There must something much bigger than this small,small overseas contracts. May be very hugh project locally,where KNM so far did not get....

Posted by Infinite > 2019-07-06 15:46 | Report Abuse

Previous knm own borsig but also own underperform asset mainly from Arab and Canada that caused continue losses, last year end they clean up RM561.29m asset include RM337.58m tax loss carry forward. This made their asset shinning again and create value investor attention

Posted by HuatlaiOnglai > 2019-07-06 18:42 | Report Abuse

Take over show the company is valuable. Regardless, let’s hope the very best! Huat Kau Kau ah!

Posted by riko > 2019-07-06 20:51 | Report Abuse

Use 68 take over, no discount

Posted by bullpiano > 2019-07-06 22:34 | Report Abuse

This should be very positive news to KNM's ethanol business:)

https://www.reuters.com/article/us-copersucar-outlook/copersucar-sees-50-ethanol-demand-rise-in-u-s-with-new-e15-policy-idUSKCN1TI1XT

Posted by bullpiano > 2019-07-06 22:36 | Report Abuse

Hopefully Trump don't kacau E15 policy.....

Posted by tkl88 > 2019-07-06 22:52 | Report Abuse

Take over fighting will spike up the share price
to at least above RM3.00
Huat ah ! Heng ah ! Ong ah !

Posted by Dreams2Truth > 2019-07-07 00:21 | Report Abuse

I wish the THIRTY LARGEST WARRANTHOLDERS become millionaires soon!

Posted by Infinite > 2019-07-07 08:09 | Report Abuse

Morning wake up, now look like the share has been start wake up. Nightmare is over. With hiigh quality Ethanol product , Chervon already book KNM Thai ethanol plant output 40% for the next 5 years. This link a project company transform it business into high end retail reccrring income. Next year, once additional 300,000 litet per day 2nd phase plant complete, Ethanol segment will contribute at least 20% of group revenue.

Posted by riko > 2019-07-07 08:25 | Report Abuse

Really laugh die people... I told sohai and socai I bought a lot at 0.185 but they don't want believe.

Because they only bought few and talk 3 talk 4 and talk the knm to sky... really like to make up the story for siok dendiri... At least I won't do that.

If I am the Knm boss and the thing is so solid, I will sell underwear and privatise at 0.5 and won't let socai and sohai got illusion daily.

Wake up lah.... But I like idiots talk about rm3 or rm64 or x4x4x4.

I will only talk about 0.3-.5 for now.

Posted by riko > 2019-07-07 08:29 | Report Abuse

Do not know how to walk and talk about fly...
Really 干你妈的 laugh die people

Posted by Everest > 2019-07-07 09:21 | Report Abuse

ubi is the base material for ethanol production, the authourity should encourage planting of ubi,let it be like those day where planting of rubber is so widespread , its provide income for planters, shallholders, etc etc , put ubi planting into this system as economic assist but the set up of first ethanol plant by knmha ha

Posted by Everest > 2019-07-07 09:24 | Report Abuse

planting of ubi is so simple isnt it

Posted by Infinite > 2019-07-07 09:26 | Report Abuse

The boss may get financially loss due to last many years margin call. They now realise the important of shareholding, they start buy back from open market. Based on nta RM0.65,, anytimes just pay few hundred million, someone can immediate control 51% stakeholders. Where can control a company that able generate hundred million profits.

Posted by LKOH > 2019-07-07 14:32 | Report Abuse

what happen to KNM Peterborough WTE? Is the Project dead?

Posted by riko > 2019-07-07 14:40 | Report Abuse

Of course not dead... And worth at least rm168/share after new valuation from idiots i3ers

Posted by Dreams2Truth > 2019-07-07 15:06 | Report Abuse

May I know what will happen for warrant holders if the company is going to be privatised?

Posted by riko > 2019-07-07 15:27 | Report Abuse

Die

Posted by yapts > 2019-07-07 15:57 | Report Abuse

Warrant B maturity date 21.4.2020 and exercise price is RM1.00,definitely out of money.It is better and safer to buy mother@32 sen than WB.You can sleep better Dream2 Truth as you name suggest.Buying warrant is like gambling in casino,may as well go to Genting play Big/small...

Posted by LKOH > 2019-07-07 15:58 | Report Abuse

riko, u are wasting your time and others time here! if u cannot contribute please refrain from posting here

Posted by Ben3333 > 2019-07-07 16:38 | Report Abuse

My argument regarding recent knm’s price hike differ fr Sardin. Sardin argument is because of fight for control over German Borsig that spike the price but .... my reasoning is some quarter with govt connection are buying up knm in anticipation of knm securing big chunk of govt contracts(Petronas n other ministries) . These ppl are buying to take control of knm. Watch out for price hike coming days/weeks. Sardin’s target price RM1-3 is achievable soon.

Posted by spyking > 2019-07-07 16:43 | Report Abuse

We need some more people like Riko, posting negative comments here only share price will go higher. Please post more, so that ikan bilis takut to buy

Posted by Ben3333 > 2019-07-07 16:45 | Report Abuse

Look at the 30 major shareholders of knm n warrants, names like TKH, TKK n OCK are well- connected n creditable ppls. Better keep quiet, can kena charge for insider trading

Posted by Ben3333 > 2019-07-07 16:52 | Report Abuse

TK188 n Sardin 81, this round really Huat ah!!!

Posted by Newbiesky > 2019-07-07 16:58 | Report Abuse

still can join the party?

Posted by riko > 2019-07-07 17:39 | Report Abuse

I am writing to attract more idiots...
I bought at 185...

168 easily...

Posted by pussycats > 2019-07-07 18:01 | Report Abuse

Riko, u bought at 185...
Pity me las time I bought at 500... Price even higher than u.
How to run away.
Hv to giv to cucu cicit, next time will shoot up to 600¢, I hope.
What to do? This stock is famous for KNN.
U know what I mean?

Posted by riko > 2019-07-07 18:25 | Report Abuse

Buy lah, it worth 168x4 = aggregate whole bursa counters... KNN

Posted by pussycats > 2019-07-07 18:40 | Report Abuse

Riko, this stock got uptrend now.

So all in for knm, half of money here.

No problems to earn knm money here.

Posted by masterkevin212 > 2019-07-07 18:58 | Report Abuse

Thailand is the world largest cassava (ubi) exporter which contributes 60% globally. Cambodia and myamar is about 20% with 3 countries combined together will be 80% worldwide.

Impress ethanol - KNM ethanol factory is located 100km away from Cambodia and no problem to get an easy source for such raw material to produce ethanol.

KNM ethanol with hightech equipment is producing 99.99 a standard purity ethanol and 40% of their ethanol with fixed supply contract to Oil and gas industries for 5 years.

Posted by masterkevin212 > 2019-07-07 19:02 | Report Abuse

Cassava is very easy to grow with dry condition of soil and it is very cheap to maintain. In fact Nigeria is the biggest having plantation of cassava globally but for Thailand is the biggest exporter.

Impress Ethanol KNM has no problem to get feed material like cassava to produce ethanol. Also, KNM has their own plantation land with 80 over acres land surrounding the factory to plant cassava.

Posted by masterkevin212 > 2019-07-07 19:05 | Report Abuse

In fact, we are not buying KNM shares, in fact, we are buying Borsig Germany, FBM Hudson italianna Italy and Impress ethanol Thailand.

With these 3 assets easily worth of more than RM 3.5 Billion

Posted by yapts > 2019-07-07 19:05 | Report Abuse

mkevin212,thanks for the info....

Posted by riko > 2019-07-07 19:06 | Report Abuse

Of course uptrend... 0.185 my entry... But not going to exit at rm1, rm3, rm68.

0.5 good enough for now.

Posted by riko > 2019-07-07 19:15 | Report Abuse

Sapnrg pun ada 30b assets.. So easily... 650

Posted by pussycats > 2019-07-07 19:48 | Report Abuse

Got hope to reach 650¢.
Good lah.
This stock is really potential stock.
Good


I thought I need to transfer my cucu cicit.

Posted by masterkevin212 > 2019-07-07 20:06 | Report Abuse

Please do not put high hope on silly price as you mentioned. My expectation to KNM price as follows:


RM 0.35 is for sure with average 1st quarter report base on PER of 15

RM 0.40 to RM 0.60 is for sure because the recent awarding of many contracts and recovery of oil and gas industry.

RM 0.65 reflecting on KNM NTA

RM 0.65 to RM 1.00 If the above mentioned are continuing, provided 2nd quarter report still profitable and more and more intuition, group investment will be In which has already met their investment criteria with increase of revenue and 2 consecutive quarterly profit.

RM 1.00 to RM 1.30 if the company intends to exercise the warrant by pushing mother share up. so that the warrant holder will subscribe to mother share.

RM 1.30 to RM 2.00 depending how far KNM can generate its profit and revenue. with RM 2.00, KNM Market capital is already RM 5.2 Billion i think is not possible to achieve within the next 2 year. unless KNM can generate yearly profit of RM 347 Million basing on PER 15

Let's put our hope to surpass RM 0.40, 0.65, If any positive news with 2nd quarter profit by end of August 2019, then we should hold until RM 1.00

Posted by yapts > 2019-07-07 20:23 | Report Abuse

KELVIN,realistic analysis!

Posted by riko > 2019-07-07 20:39 | Report Abuse

with borsig ( hokkien called bo seed ) , already worth rm68/share ... is the german big big big big big big big big big big big biggest company ... you tau apa.

so 68/share is realistic ... if not later you kena "杀丁" kao kao

Posted by masterkevin212 > 2019-07-07 20:45 | Report Abuse

RIKO.....You are in a mess...don't just tembak buta ya.....later kena people fX Backside..