Hi DC, am just waiting at the sideline, I still see market weakness and not the right time to move yet. In any case, Wellcall is now my biggest holding, and I have not sold any. I have a max limit to any counter that I buy, this one has exceeded the limit but I still will add if the price is right, how abt u?
DC, I have neither Tomypak or CCMBDBIO, by the way where is the AGM?
I hope Wellcal's plan is still on track, start building the factory, and production in first half 2015. Phew... then the price will get a lift. Just wonder who is disposing ard 1.45 always, LOL
Are you still keeping Superlon, its unlikely to drop below 0.60. Am holding still a lot, but was hoping it dropped more so that I can fully load. It has initiated share buy back. And now expansion into India.
CCMDBIO AGM is in Klang. I plan to go on 20th. After that we will drive down to Johore. Stay for 2 nights and attend Tomypak AGM at 9.30am on 22th.
I also hope Wellcall is on track. I am not too worry about others selling. There are always people who think they can get better return somewhere somehow. LoL
I am still holding on to superlon. They are doing shares buy back now which I don't think is a good idea because liquidity is already so bad. They seem to be upbeat about India. Orders are rolling in well.
DC, looks like you have become a diehard fan of CCMDBIO and Tomypak. To plan for attending the AgM in these places is really a eye opener for me, as I have never done that before when its out of KL.
CBIP is my next one close to exceeding my very own max limit.
Abt Superlon, if they have further plans after the share buy back, then perhaps liquidity isn't a problem, as with only 80mil issued, after buy back, split or bonus, LOL. Its a hugh market in India, if they get it right.
We attended CCM & CCMDBIO AGM last year. CCMDBIO AGM was informative & we were impressed with the attitude and of the opinion that they know their stuff well. The CCM AGM was lousy, the worst we have attended. I have sold all my CCM shares now. Should have sold them right after the AGM and not waited until the last Q results.
The coming Tomypak AGM will be our first.
I am also looking forward to CBIP annual report and AGM. Hope to meet you there. They are having some exciting time this year. MY holding of CBIP is small because I could not put a valuation to it and the dividend is lacking due to Capex.
As for superlon, we have visited their factory before. Like Wellcall, very tidy but their inventory on finished products were a lot more then. Wellcall don't even have any storage area for its finished product. I understand that They are cleared daily. We hope to touch base with Jessica again after CCMDBIO AGM. At the moment, I cannot put a figure to the India effect on its top & bottom lines.
Yup, I can understand why you choose to sell off CCM. I did the same too when I attended the WTK AGM, I sold off immediately after I reach home from the AGM.
This one or two months I have to wait to see if CBIP price will drop or not, as I still want to exceed my max limit, think I should set another new max limit for certain counters. I see it as having very good potential future and now is the time to build it up. Yes, ok, if I am attending I will let you know and we can meet then,
Superlon will get its act together, after the failed diversification I manage to have more understanding on what they were doing and I believe in them. Btw, who is Jessica?
DC, MD of Superlon, is it? I thought she sold out, and no longer a major shareholder with 5% or more, but still MD maybe?
bboycs, its the right time to collect and not wait till its expansion is in full bloom, by then it will cost more. Just buy and hold for long term, check the 5 year chart to understand more. thx
DC, was unable to access internet for almost an hour, just got it back now. No worries, we still can contact. If you have other email account also can use. Wellcal is a long term investment for me too. So, let it climb on its own slowly, and reap the capital appreciation and dividends, sort of parking some funds till something irresistible comes up to consider, if down, and worth to buy, then we buy
Yup, Just thinking I'm so unlucky since bought keep dropping...
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Buy buy buy