Well, DUFU gave CYF a 1500sq ft condo by now.

I do agree it's not as attractive at this price now, but if there if there is clear visibility of revenue growth of 15% YOY, then, PE20 is not too impossible. That depends on your investment period preference. Some can wait very long. Some is impatient.

Anyway, gambling is always more exciting than investing.

I'm sure nobody is interested in how many honda civic that you have lost.

I load up on your lion king when it fell to 0.63, larger chunk at 0.68 and I'm still holding it.
I want to see the QR.

Anyway, enjoy your honda civic and try not to lose this one. *wink.

no need. Extrapolate from past. Buffet is still there. =P

No matter how much statistics that indicates how house always wins.
Yet, people still jump straight in.

This is human nature. Only a handful of people will appreciate what's CYF is doing. And to certain extend, some doesn't as it would reduces price volatility as they view it as "opportunity".

I'm sure everyone that goes up Genting has a method too. And he still believe that he does even before he jump off the building.

What CYF is doing is to educate people NOT TO BE like pang72. Punting left and right. And be investors that does his research. Identify growth or saturation. This is the only way to stomach price volatility.

The purpose of research is to identify revenue generation for 4-8-12 QR depends on the nature of the business and if current price is worth it's future earning. That's the real game you are playing.

The punting in between is more like trying to impress a disgruntled woman at her time of the month. Well, sometimes, it works; sometimes it doesn't.

The point is, do your research. If you don't believe; try date a woman in her 14th day of menstrual cycle. You have better chance of getting laid. DO YOUR RESEARCH. =D

Pity Pang72, if u hadn't leave DUFU, u would hv made few cent on top of burning few cent. =D

Thanks CYF,

PE 20-25, that puts DUFU same category of Penta's capital gain potential. Do u charge for writing such long report? or updates on changes of fundamental?

I make similar assessment with less resolution. Have a look on VIS trading at PE18.
R&D, increased inventories conversion. I'm anticipating good quarter report that will put VIS at pe 20 above. But ofcos, it's not exactly undervalue n margin of safety is bad now.

U should hv stay in Lionind....Go DUFU and burn few cent....

I wonder what world do u live in 1234?

same here...PE 12 for its revenue visibility....and more if it's growth is certain...

Let’s talk about exit price...how do u know if a counter is is Trading more than what’s its worth

CYF, how to you identify under value counter? I used KLSESCREENER with my selection criteria, and PE8-15 with high improvement of ROE over few quarters.

When force selling stops, it should continue to go up gua...

u late not late abit oh? I was punting since RM1 for one f*cking year.

Now u just discovered. But nvm, still got upside. Clear revenue visibility for next 5-8 quarters.

PE what....that let market decide...

Good...Good opportunity to load if price drop. Hold for at least 1 - 3 years.

Gonna be another great QR...

Dunno how good is this paymaster...
Good One means big increase in revenue,
Still 50-50 One means big increase in trade receivable...

Sigh. People don't believe in profit until it's materialized. And even if it materialized, few bad quarters can wipe all the profit away.

Nvm, I will look for them in QR. Asking question like these don't usually come cheap.

Then, what's ur ballpark growth estimates?

Y.O.Y 6.8mil growth to 11.8mil, I wonder what's behind the growth.
Any chance you would know what's the percentage growth from core operation excluding forex gain and investment.

CYF, any data on WD Helio Drive sales projection and what type of growth?

If we can isolate DUFU earnings, then we can project DUFU's earning growth and do DCF to determine if it's a good time to sell if the market actually over values it.

If got, I dare u to upload in google drive n post the link here.

Like he has anything to sell...=p

This one confirm collect from uneducated retailers and no need fight with sharks as they preparing for TGIF.

Comebacks next week! Good week guys...hv a nice weekend.

Syukur alhamdulilah, manage to collect 5c below closing. TQ whateverhermes.

Its OK CYF, I’m already more excited for next QR.

TP should be 0.9 before QR announcement. At least above price after bonus issue of 0.81sen.

CYF, spoil my plan. I hv been queuing 5c below closing to collect. No chance to collect. Now spoon feed People like that; who is gonna sell to me?

Got someone sapuing...
Nvm, bullet Save for Lion Ind tmr...

Hv u subtracted the finance cost? Gross profit is like how U counted. After deducting finance cost is different story.

What people don’t like is debts. Ur business good or bad, ur finance cost is fixed.

But if they can put osv and Armada Claire to work. TP easily RM2. Look at Yinson.

Penta's Stadium has been open for so long. And there have been plenty of smart alec trying to get a place in the stadium by screaming "fire", or "api". Not very lucky it seems. =D

That's a PE 26 counter by the way. The last QR earnings the same as DUFU. I always wondered why Dufu's 1 dollar isn't worth Penta's 1 dollar profit.

I means if WD Helio Drive sales maintains for next 12 Quarters, you can expect EPS 8 for next 12 quarters for dufu. That translates to 96sen cash on top of current 86sen NTA totalling RM1.82.

Big boys who entered large position at 4pm yesterday knows how to do simple mathematics. Unfortunately, market believes in superstition and beautiful "chart/signal/analogy".

I know that analogy very well...

It's called overpriced stadium...that's why we have PE to identify what is over priced and what is not. If Dufu's PE 10 is called overpriced, then more than 95% counter in BSKL are overpriced. Well, api were to come, then your potato are less burned if compared to any other counter.

Now, u guys must be thinking...Then when is the right time to exit? Hint: Watch Helio Drive sales carefullly.

You stand corrected. The right one should be when the euphoria is over, then it's time to go...

Where got people leave when the party just started?

Only one type of people leaves during the party started are those not welcomed to the party.
Nvm, you may come after the party. =D

I can't comment further on the consideration RM1.

In my watchlist too...got upside...

but their earning aren’t that strong... it wasn’t worth that price last time when it was RM1.2...

One word...IMBA...

No respect to any kind of investing principle except crazy...

Do some punting first...next quarter, cumulative EPS 20, PE 15, Rm3...

Attractive. That IMBA mfk must be eyeing for that.

P.S. comments are based on my daydream.

Gonna shoot. Profit taking and “panic” selldown pressure well absorbed.

Whoever supporting it don’t give face to anyone trying to collect low. Lai siapa mau sell low, Lim peh absorb! imba...=D

What I’m saying is rebar price 3.5K USD per tonne don’t give a shit if LGE decides to squeeze WCT or anybody by 50%..

But if global steel price drop, then Lionind might hv trouble. If goes up 7K, lionind hoseh liao. But sorry to WCT, they pokai liao. Just saying.

Can somebody share the link to the document that states ESOS exercise at RM1.00. I can't find it anywhere.

As I briefly went through 118 pages, the best time to propose ESOS is when the price is depressed. as the maximum discount for ESOS is 10%. Meaning when they exercise it at 0.465, 0.9 X 0.465 = 0.42.

The better time to propose ESOS would be when it was RM0.3. Then, the subscription price will be RM0.27. If they do that, it would be 42sen clean profit upon exercising ESOS now.

180,000 shares for each director, that only translates into RM 56K. That's pretty pitiful if compared to Leon Harlands grand scheme. =D

32sen a year, 3 years already 0.96sen liao la...

If construction of mega project continues, Lionind is on. Steel business is steel business. Construction is construction. LGE is squeezing developer and construction company. If they not happy with Lionind steel price, can go buy elsewhere with more expensive price.

The upside for Lionind is more cost effective operation. That does not mean LGE or any construction company can come squeeze his margin.

But LGE decided to removed 5% from MITI, then, Lionind might have competition.

I think FF or real shark entered at closing. I'm ikan bilis only.

But, I don't know what's up their sleeve or with what PE before they sell out.
Very likely they are betting on DUFU to be next Penta. PE10 rocket to PE 20, maybe cabut at PE15. I really don't know.

If Oct dead line...I bang cock liao lo...sighhh

WCT alot of good news le...but dunno if revenue to profit conversion is good.

For me, PE 12 will be on the high side, but that will be RM2.10....I won't be surprise if another 10sen range jump tmr.

DUFU can go side way for the rest of the month, but it only need 3X jumps like today.

How do u explain penta’s 2016 performance? I made the same assessment on Penta then but I can’t stake in bcos low CAGR.

In fact, my source told me they gonna be in debts soon. But not long after, they found a good paymaster and start collecting money since.

SuperPanda, u gonna back paddle on ur statement? Another 9 Sen as I type this...

Check document on who is entitled for them.

RJ talks common sense.

Anyway, if everyone is prudent like RJ. The market will be a boring place. These sohem make market and interesting place.

Where do you based ur statement with? Those trading counters with PE 15 are bigger sohem or what? =D

Indeed, there are plenty sohem around. U can be smaller sohem by buying in at PE9 instead of some other counter at PE20.

DUFU is WD vendor...

Mind sharing notion is vendor to whom?

Woah...got someone sabo...

nvm nvm, good opportunity to collect more...