KNM GROUP BHD

KLSE (MYR): KNM (7164)

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Last Price

0.065

Today's Change

0.00 (0.00%)

Day's Change

0.065 - 0.07

Trading Volume

913,000


72 people like this.

58,958 comment(s). Last comment by Auntylee 1 week ago

kk7198

2,483 posts

Posted by kk7198 > 2019-10-26 22:49 | Report Abuse

@investortrader88 bro, I got your point on the Peterborough WTE project.If KNM wants to develop and own a WTE plant with a capacity to process 3,000 tonnes of waste per day,it would have to invest RM 1 billion.At the current plan,the plant has a capacity to process 150,000 tonnes per annum of waste,and power generating capacity of 11 mw. Let's wait for sifu sardin81's comments.

Posted by investortrader88 > 2019-10-27 07:40 | Report Abuse

SOURCE : PETERBOROUGH CITY COUNCIL WEBSITE

We are working with Amey to encourage everyone to ‘reduce, re-use and recycle’ as much of their waste as possible. Inevitably there is waste that cannot be recycled, which has historically been sent to landfill.

Peterborough currently produces around 90,000 tonnes of waste per year, around 50% of which is currently recycled. Our goal is to achieve in excess of 65% recycling by 2020, including all dry recycling, garden waste and unwanted food waste.

With landfills virtually full and the cost per tonne increasing dramatically (costs increased 10-fold between 1997 and 2015 to almost £100 per tonne), we have sought a more environmentally friendly, lower-cost approach to managing the city’s residual waste.

We signed contracts with Viridor to build a new Energy from Waste Facility which turns our black bin waste to ash, reducing its weight by around 94% and turns the heat generated by the process into renewable electricity. The facility began treating waste in December 2015

Posted by investortrader88 > 2019-10-27 07:58 | Report Abuse

Source :Viridor website. ( One of existing Energy Recovery Facility in Peterborough).

Peterborough Energy Recovery Facility (ERF)

The 85,000 tonnes per annum Energy Recovery Facility (ERF) was officially opened in March 2016, close to the Peterborough Power Station in Fengate. The ERF enables the city of Peterborough to divert 85,000 tonnes of residual waste from landfill each year, for 30 years, recovering vital energy, and offering the city another important step towards a decentralised energy network, with a generating volume of 58 GWh (enough to power 16,000 homes).

The state-of-the-art plant is one of the most efficient in the UK and reduces the amount of carbon the city produces by 10,000 tonnes per year, making a significant contribution to a more sustainable Peterborough.

Construction work started in the summer of 2013 and the facility was completed in December 2015. During the construction period alone over £9.8m was spent in the immediate vicinity of the facility, and local supply chain opportunities will continue during the operational life of the facility.

During the facility’s operational life, the partnership between Peterborough City Council and Viridor sees the revenue produced from the treatment of residual waste being delivered to Viridor, with the income generated through the sale of the electricity reverting back to Peterborough City Council.

The ERF has been shortlisted for a number of awards including being runner up at the Public Sector Sustainability Awards.

longvalley

2,287 posts

Posted by longvalley > 2019-10-27 12:23 | Report Abuse

Waiting n seeing
News to come..............
Hot money on the move
Juragan sardin
Wa ka la ka
PH n the gang penin penin pusing
..........,,..
Stand by u
Juragan sardin
Kelasi ata mabuk candu
Kelasi ata mabuk todi
Kelasi ata mabuk ketum
Kelasi ata mabuk laut
Kelasi ata muntah ijo
Kelasi ata telejun laut
Wa ka ka

longvalley

2,287 posts

Posted by longvalley > 2019-10-27 12:27 | Report Abuse

Next no mo promo......

Posted by Dreams2Truth > 2019-10-27 15:12 | Report Abuse

@ LKOH KNM appears on the the edge weekly...go and get a copy from newsstand.

May I know the Issue No./date of the edge?
Thank you.

longvalley

2,287 posts

Posted by longvalley > 2019-10-27 17:23 | Report Abuse

.... by now no more promo
.... no more cheap sale
....0.50++ on the way
Juragan sardin
Wa ka ka
Stand by u
......,...,

longvalley

2,287 posts

Posted by longvalley > 2019-10-27 17:24 | Report Abuse

Superwisdom.....
follow u closely.......

Posted by investortrader88 > 2019-10-27 17:43 | Report Abuse

Source : The Edge. 1290.The Week Of Oct 28- 3 Nov 2019.



Lee is confident that the market for its process equipment is making a comeback as oil majors are ramping up investment in refineries and petrochemical plants as crude oil prices stabilise.

While greenfield mega refinneries sich as Petronesa Refinery and Petronchemical Intergrated Development in Pengerang are hard to come by , existing facilities need upgrading.

For example Indonesia Pertamina has a US4 billion budget to upgrade its refinery in Balikpapan.This is a part of effort to upgrade all six of its redinerues in Indonesia over the next eight years with a budget of US$30 billion.

These upgrading works are substantial.We can see that major projects are coming in, not only in this region , but also in Kuwait , Abu Dhabi and Oman.Of course, there is also the Saudi Aramco refinery , which need to be repaired and upgraded after being damaged, says Lee.

Posted by investortrader88 > 2019-10-27 17:44 | Report Abuse

KNM is looking at opportunities to bid for WTE plants in Malaysia and Indonesia says Lee.

The construction of its TE plant in Peterborough has started, with the first phase targeted to be completed by June 2022.The plant will have the capacity to process 150 , 000 tonnes per annuam of waste, and power generating capacity of 11MW.

The group's plans to grow its recurring income business will require lot of funds Its plan to expand its biothanol plant in Thailand and built the first phase of its Peterborough WTE plant will need an investment of RM 680 million.


If KNM wants to develop and own a WTE ant with a capacity to process 3 ,000 tonnes of waste per day , it would have to invest RM 1 billion.


KNM is looking at ninetising ints investmenr in Borsig to fund its future growth plan , says Lee.Besides an initial public offering , the group is considering getting a strategic partner to take up a stake.


The investor we want should be somebody that can help open up a bigger market for us . We want somebody we cab bring in money and potentially open door for us , bringing new business , says Lee.

KNM did not provide the financials for Borsig.However in 1HFY2019 , its European operation recorded an Ebitda of RM 100.69 million , which was 87% of segment's Ebidta of RN 115.6 million in FY2018.


Borsig has been profitable all the years as KNM other businesses were bleeding , Lee says.However , as the group's total losses mounted, investors dumped the shares and thus undervalued Borsig.

Lee confirm the grouo will be looking, at a very least, at the same price - RM 1.7 billion -- that it paid for Borsig a decade ago.However , he believes the company is worth more than that for its good technology and strong brand value.


With all the plans lined up for KNM, sceptics and believers alike will be watching it closely.

Posted by investortrader88 > 2019-10-27 17:57 | Report Abuse

Since KNM looking for a ideal partner that can give cash & business to KNM. the most suitable partner is Petronas.Since Petronas have interest in WTE business , they can bid for any WTE projects around the world not only Malaysia .KNM / BORSIG can provide German enginering support to Petronas for fheir projects.

kk7198

2,483 posts

Posted by kk7198 > 2019-10-27 18:08 | Report Abuse

riko, now you see how important is Borsig to KNM.Without Borsig is like a king without his crown.

Posted by investortrader88 > 2019-10-27 18:35 | Report Abuse

riko no murmuring. busy cook curry.he celebrate Deepavali also. hahaha

riko

2,727 posts

Posted by riko > 2019-10-27 19:04 | Report Abuse

Riko only see profit... Talk 3 talk 4 no used.
Boss would say egg is good if they sell egg.

In other words, good or not is based on customers feedback, not boss.

Same for share price, if business management is good and profitable, share price will move else kaki kong kaki song... Siok sendiri.

riko

2,727 posts

Posted by riko > 2019-10-27 21:28 | Report Abuse

Nobody stop you to buy now... Rm3...
I suggest you sell underwear and show hand...

Posted by Dreams2Truth > 2019-10-27 21:37 | Report Abuse

@investortrader88 thank you for the sharing.

Finally, I have managed to buy a copy of the Edge issue 1290...enjoying my reading now!

Posted by Dreams2Truth > 2019-10-27 21:57 | Report Abuse

Well said sifu Sardin81...our dreams will come true soon!!!

Posted by investortrader88 > 2019-10-27 22:27 | Report Abuse

Dreams2Truth@Sardine81.no problem.KNM / BORSIG wealth are to be shared to everyone who have faith in General Lee !

longvalley

2,287 posts

Posted by longvalley > 2019-10-27 22:40 | Report Abuse

..... General Lee still seeing business partner....,
Lets seeing.....
......it sd b ......

longvalley

2,287 posts

Posted by longvalley > 2019-10-27 22:41 | Report Abuse

News to announce......
hopefully.

Lhhin2008

12 posts

Posted by Lhhin2008 > 2019-10-28 00:06 | Report Abuse

I m not a sinkalan king . I am really sure KNM will rise to the sky soon . Please all in . Sure win . Huat ar !!!!

kk7198

2,483 posts

Posted by kk7198 > 2019-10-28 08:04 | Report Abuse

Sifu sardin81, that's the reason behind the buying spree by General Lee lately.The price sure will rocket high with many parties trying to grab the jewel crown, Borsig.

Posted by investortrader88 > 2019-10-28 08:36 | Report Abuse

Good morning guys.KNM force to have a strong partner which have strong financial as General Lee see 's a lot of oppurtunities ahead.Strong working capital can bid for more & large projects .More projects more profits.More profits share price will move to a greater heights.Hold tight yr KNM shares ! In General Lee we trust !

riko

2,727 posts

Posted by riko > 2019-10-28 09:08 | Report Abuse

Last day siok sendiri... Please share more...
May be.... May be..... May be.... Petronas pun interested....

Laugh die.... Apple pun ada interest now... Can you imagine if Google take 10% knm..

kk7198

2,483 posts

Posted by kk7198 > 2019-10-28 09:19 | Report Abuse

riko, why alphabet wants to acquire 10% stake?

kk7198

2,483 posts

Posted by kk7198 > 2019-10-28 09:29 | Report Abuse

Good one, Woodswater.So prospect for Borsig, being a German company is expected to rise unexpectedly.

riko

2,727 posts

Posted by riko > 2019-10-28 09:37 | Report Abuse

You just need to imagine... Then knm can go to Rm300 not rm3... Siok mah.... Tomorrow open then back to normal....

Got imagine got hope...May be come true in your dream... Who know

kk7198

2,483 posts

Posted by kk7198 > 2019-10-28 10:02 | Report Abuse

riko, your imagination is getting wild when KNM hits the headline as the first company to break RM 300.00 in bursa. This time ee really siok siok mah.

moon2388

64 posts

Posted by moon2388 > 2019-10-28 11:11 | Report Abuse

The problem with KNM is while Borsig is making profits all these years, its other business are bleeding, even its bioethanol plant is now making loss.

moon2388

64 posts

Posted by moon2388 > 2019-10-28 11:20 | Report Abuse

Borsig profit is now covering for KNM's other business losses. KNM will only see big improvement if its non Borsig businesses turn around (one example is its bioethanol plant will turn profitable after additional 300,000 litres expansion completed by 2020, as reported) and Borsig bring in much more profits than before.

moon2388

64 posts

Posted by moon2388 > 2019-10-28 11:26 | Report Abuse

Borsig is KNM's cash cow / lifeline. If KNM sell a big stake of Borsig, then KNM's bottom line will not be nice.

Woodswater

3,778 posts

Posted by Woodswater > 2019-10-28 12:06 | Report Abuse

https://klse.i3investor.com/m/blog/koonyewyinblog/231876.jsp


riko You just need to imagine... Then knm can go to Rm300 not rm3... Siok mah.... Tomorrow open then back to normal....

Got imagine got hope...May be come true in your dream... Who know
28/10/2019 9:37 AM

Like guru like murid,
Like father like son ;
Talk 3 talk 4 ,
Say east say west .

No wonder so much 3 x4 x 4 x 4 . No big deal ‘ imagination ‘ compare ‘ hallucination ‘
Only geniuses around us ! No meaning to comment anymore besides dreaming daytime , speechless !
Wakakakaka

riko

2,727 posts

Posted by riko > 2019-10-28 12:07 | Report Abuse

After rm3... Cross 300 easily????

Michael Kwok

6,358 posts

Posted by Michael Kwok > 2019-10-28 12:10 | Report Abuse

Dear,look at revenue no use.It must supported by profit(net profit).People can imagine how much revenue Borsig will made,this new technology will made as example,big projects or new discovery will made.People are interested on net profit not revenue.

Posted by PaperScissorsStone > 2019-10-28 12:19 | Report Abuse

even the next QR come with good profit. In the end how many ppl able to hold to see the company growth 0.68. . 0.8.. rm1.. 2.. ??

moon2388

64 posts

Posted by moon2388 > 2019-10-28 12:21 | Report Abuse

If KNM need to sell a big stake in Borsig to finance its Petersborough WTE project, then I opine the Petersborough WTE project come a bit too early. Expand at the wrong time, again.

moon2388

64 posts

Posted by moon2388 > 2019-10-28 12:38 | Report Abuse

Selling Borsig is like killing the goose that lay the eggs, to get another goose, years later. Any logic to this ?

Michael Kwok

6,358 posts

Posted by Michael Kwok > 2019-10-28 12:43 | Report Abuse

Just be careful of 60 cent over resistance.Maybe another correction.19-21 resistance above is about expectation.Below that resistance is in trouble.The upward about expectation now.KNM will made that kind of profits.

Infinite

128 posts

Posted by Infinite > 2019-10-28 14:34 | Report Abuse

3 years back Peterborough need RM1.9b to build, due to pound depreciate about 20%, they now jist need about 1.5b only, with some cash on hand, they short RM1b to finished the whole project, if Boesig market value at RM 2.2B, they just sell 40% or listing to obtain fund, while next year Ethanol plant income increase, the profit is stable at current level. Once Peterborough completed, their profit can be double than Borsig. At that time with RM200m+ profit, that is why RM3 look still very, cheap.
Alternatively, they remain Borsig and find a partner injet find and growth the WTE business, their profit will also leap frog once UK project run

LKOH

365 posts

Posted by LKOH > 2019-10-28 14:44 | Report Abuse

I think KNM only need about USD 100M to start Peterborough, the rest is loan from China contractor based on defer payment

LKOH

365 posts

Posted by LKOH > 2019-10-28 14:52 | Report Abuse

Means KNM only pay the loan after the project is completed. KNM can use the WTE plant profit to pay. Great deal

longvalley

2,287 posts

Posted by longvalley > 2019-10-28 15:57 | Report Abuse

Stay tune
Lets waiting n seeing
Hot money on the move
............,
Knm
The next.......
2 moro limit up ...,

riko

2,727 posts

Posted by riko > 2019-10-28 17:11 | Report Abuse

Siok sendiri pun boleh limit up...

riko

2,727 posts

Posted by riko > 2019-10-28 17:12 | Report Abuse

Then rm3 is too cheap

moon2388

64 posts

Posted by moon2388 > 2019-10-28 17:18 | Report Abuse

@Infinite, looks like Peterborough is a bigger goose than Borsig. Less than half of KNM's stake in Borsig for the Peterborough project seem like a good deal.
Lee said with the bioethanol expansion, the project is a cash cow. Maybe the shortfall in Knm bottomline caused by the sale of its borsig stake could be covered by the bioethanol additional income next year after its expansion.

Trader8888

138 posts

Posted by Trader8888 > 2019-10-28 17:36 | Report Abuse

riko.. among us, u are the one who siok sendiri. Table your fact please.. or else please grow up.

Posted by HuatlaiOnglai > 2019-10-28 18:45 | Report Abuse

KNM have more potential to come Borsig/WTE/O&G ....... buckle up for the rocket ride!

riko

2,727 posts

Posted by riko > 2019-10-28 20:07 | Report Abuse

Rm3000 easily after it cross Rm300.
Siok

Infinite

128 posts

Posted by Infinite > 2019-10-28 20:17 | Report Abuse

Based on IRR 12.5% Peterborough return, it generate about RM200m annual profit for the next 25 years concession upon full completion. This translate group recurring income jump to 75%

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