I think is the best time to dispose now and enjoy your Christmas and last term holiday. Come back another term and see. Also not forgetting 4th quarter usually with cascading down quarterly profit, the last quarter will be very bad.
Even though a hardcore fan with a do or die average of 0.21 with continuous topping up, sometimes we have to be rational. Supporters should be aware and Management should address the huge exchange and hedging losses of over 100M. Investors do not like these negative surprises and unexplained figures. Despite many contracts awarded, revenue increased, gp n ebitda improved, whatever gain they made has been almost wiped out by that 100M loss. If this is just a prudent provision, then theres a chance of a recovery. But if it is an actual write off, then theres a concern that it will happen again or worsen in Q4. Judjing from last nights reaction, No doubt if u compare everything to last year, everything is Rosier. But this year everyone else is also doing better than expected, so KNM must not only be good, but Better and exceed expectation. But then most of the time, we mortals here on earth dont really know what is going on down there, theres also a possibility to bring down and then up to average the price in order to call a rights issue or private placement or some M&A action that is brewing.
I like sardin analysis n plus assumption very optimistic. If everything run smoothly really can he a millionaire in next 2 years. But I also agreed Kevin, he is use the real number which show on the table to calculate knm share value.
True, sometimes Lucifer can be framed as being the evil. Not all things are as black and white as you see it. And then out of nowhere you have a dead singer MJ tut tut that comes back to haunt you.
hangseng@True, sometimes Lucifer can be framed as being the evil. Not all things are as black and white as you see it. And then out of nowhere you have a dead singer MJ tut tut that comes back to haunt you. 28/11/2019 1:32 PM ====================== don't worry paktua still respect and stick the deal to not disturbing any conversation here.. we just want be together.. paktua n his troops will buy silently.. tomorrow.. let all cheers trust on sardin81 analise until now stlll intact..
investors88@ @paktua. what price you bought KNM few days ago at 43 % of yr ammo ? tut.tut. 28/11/2019 1:41 PM
=========================== Nov 25, 2019 10:34 PM | Report Abuse
today paktua troops stand strong.. 1st platoons stand fight..
1st squad stand at avrrge 0.385+ 2nd squad averge at 0.38+ 3rd squad hold avrrgw 0.375+ all manage use 43% their ammo.. 4th squad will.reload if break 0.37
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tut tut we buy bcoz we believe knm Worth it more.. stand respect on other views
investors88@paktua.good bro.lets stay united & huat together with everyone here ! 28/11/2019 1:58 PM ===================== thanks bro.. let we stand together.. more we unite more strong we're.. different between our methods make our unique.. thats make we all stand strong to support each of us..
My expectation to KNM would still 0.30-0.32 for the time being, If you want KNM to be RM 0.60, Base on PER 15, Its yearly profit must stood at RM 100M. This can only be achieved if KNM has settled all debts RM 2 Billion.
Forget about RM 3.00 What Sardin Said, To hit RM 3.00 on PER 15, KNM must achieve 4th quarter profit at RM 502 Million per year. This will never achieve for the time being. Depending on WTE? Funny, Now not even see the piling, 3 years completion may end up with 5-6 years completion base on KNM's culture doing things.
Said about 5 years completion come to the worst. It would talk how long to generate the income to pay back the loan or deferred payment because they can start generating the income. The answer is another 7 years if it is outperformed only.
Why not listen to MasterKelvin for a while? KNM price should go down, since so many Ikan Bilis here. Ikan Bilis hold for short term. Maybe below 30 cents Ikan Bilis all gone, then price should move up again.
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....
masterkevin212
1,850 posts
Posted by masterkevin212 > 2019-11-28 12:09 | Report Abuse
RM 900m goodwill equals to RM 0.34 Which will have deduction of its NTA 0.62 - 0.34 = 0.28 NTA