I'm not only looking for GST implementation but also OBB applications for all gov by 2016. A long way to, but worth the wait haha.

Some corporate exercise is brewing. Keep on doing married deal with the same party. M&A could be very likely. M&A or a JV could be happening.

this counter is good div counter. therefore, can hold for long-term passive income.

censof doing biz for gov, never in their life for sme..

Time to collect and keep in peti besi.

Nope, they don't.

Sorry TheTerminator, I was just explaining the facts. I hope there are no hard feelings.

Married deal simply means off market transaction but it will be crossed at the local bourse just for recording purposes.

bull9395, u posed a good question. to be honest i have no idea how i got it too. i monitored like every 3 hours once, but the buy queue seems to be so huge. i went early morning when it was 20000 lots at buy queue.

prob u can try 2mr again, looking at the world market now is slightly shaky due to China econonic woes.

And your analysis is very conflicting. If directors are in need of cash, where do they even get money to push up the share price? They are being kind not to dispose it all in the open market to prevent a huge fall, thus by selling at a discount to a 3rd party.

Probably TheTerminator is just not capable to see behind this scenario.

Finally gotten my 0.125 after 2 days of queuing.

Thank you TheTerminator. We already know your intention, hopefully there is no need to bash the stock again here in future.

Where the Director sold his 3m shares at 0.25, I can assure you all it will not affect the market because it is a married deal. And a married deal means its behind the scene and there could be a possibility there are interested parties over Instacom.

0.700, not 0.007. well, maybe not 0.7 since after bonus issue the price will be adjusted. how about 0.4?

ccdev, i understand, we're cool man.

why not just buy straight now at this price since it wont go down anymore? anyway its lower than ur selling price earlier, so its a good entry price alrdy.

i've been queuing at 0.125 since ystdy until today. still waiting. I wonder if the TP will be RM0.7 in 2 years time.

hopefully can start engine soon

hiddengem, let us know once u have bought the shares again.

what is wa? there is no wa, only wb

I'm ready to wait for it to pound like Iris soon.

Right now, I'm ready to accumulate up to 50,000 shares but I'm not there yet.

Noraini Ismail, sitting on profit doesn't mean anything though. I'm sitting on profit for this counter too, but not high enough for me to liquidate it yet, for the time i've waited till now.

Monica, are u holding mother and warrants?

caven101, u hold censof too? Is the size large in comparison to your total portfolio?

On a side note, I think this counter has the potential to scale higher but definitely not now. It will be towards 2H. If you are one of those impatient investors, it will be a very challenging time ahead for the next few months but it will happen soon after that.

Remember patience is the key to investing and common people can't be beat the market because they have no patience.

I'm still having faith in this stock because it finds a strong support around 0.5 and by end of this month, i will accumulate more.

Noraini Ismail, by doing that, you are actually putting good money over bad money and potentially trap yourself from further gains from other good counters? Give your stock a timeframe, and if it cant perform, cut and leave. Stocks are like business, if it can't perform why hang onto it?

Sumatec has been trading sideways for so long, and I'm sure it causes u to miss many opportunities elsewhere due to that. Am I right?

Testing of patience haha..

I hope they don;t raise anymore free warrants to dilute the future earnings per share of the company. And I don't want to see them selling free warrants again.

This company is testing everyone's patience and I have to admit it's testing mine too.

Just need to wait for approval of bonus issues and u will see something. And if u can wait longer, divvy will be coming soon. For now, we can look forward to the quarterly earnings.

Are u guys still holding onto it? Is it for capital appreciation or merely dividends? Any potential explosive growth in this counter?

Remember, this was the gem of RHB top 50 stocks, only to be sidelined after directors sold their warrants and one of the directors selling some mother shares on profit taking. If you guys observe the market well enough, taking profit from directors is completely normal, more so in the case of warrants. This is a new company they set up, and they want to reward themselves now for the hardwork they had done for the past few years by selling some shares. If u look at their shareholding, they still have massive number of shares.

If you still don't believe me, let me share with all of you this analysis. Put up two charts of 1-year period of Instacom and OCK. Look at the chart in period of 25 Oct 2013 (Budget 2014) onwards by comparing both. You will notice after Najib announced the news of telco towers and HSBB projects, Instacom's shares advanced far greated than OCK despite both are telco companies benefiting from the budget. This shows investors/traders can be really greedy and will eat up the cheap company first, in this case Instacom for the higher percentage gain due to its low price.

And right now, the share price has been pushed down recently due to fear from investors in directors selling their warrants and some shares. Since then the counter has been controlled by a few strong players with the intention to accumulate and eat up all the shares later on when the news are out.

I'm not sure how many are wise enough to see all this through. Probably many did, but due to the fact that they are impatient, many left the ship seeking for other stocks for faster gains. But doing so may also result in losses. I have held Instacom for so long, and never once it fell lower than its support level despite so many bad news Dec'13 onwards. This is already the bottom, thus very safe. Q4 results weren't that great but the share price is still trading at its strong support level.

bullrun_star, if u said this counter is being looked down, yes it is, but u said "forever", i must disagree.

Unless u can see the future, how sure are u its "forever"?

And furthermore, it's always during this period of time, people leave the ship and never planned to look back until something big happened and they realize how dumb are they.

I'm telling all investors of Instacom (mother or warrant holders) here, this.
It's just a matter of time the contracts on building the telco towers and HSBB be dished out, as it is already promised by Najib administration to the rakyat during the Budget 2014.

Let me talk about telco towers first. There will be 1,000++ towers to be built in rural areas in Malaysia and it is highly speculated to be in East Msia, where Instacom is based. Next you would ask, out of so many players out there, who would be getting the contracts? I will tell you this, that everyone will get a share of pie much more than they can take. Imagine 1,000 over towers, no one company in Msia can take up such a huge project. There is no company in Msia of that size yet, so everyone will be fed sufficiently.

Now, why Instacom instead of OCK or the others? It's plainly because Instacom has better valuation as compared to OCK which is more expensive than Instacom at this stage. It is because OCK has RE business wihch fetches higher premium. But right now, we're not looking for RE, but solely on the crystalization of the project. If that happened, Instacom being a cheap company now, will have more room for growth in terms of share price.

But most importantly, I'm not looking for telco tower projects only. I'm looking for a bigger matter at hand here. The one I'm looking at now is the fact that Instacom aims to fiber up Peninsular Malaysia in 3-5 years, with the ambitious plan to build a 3,176.4km fibre optic cable network that will link the entire Peninsular Malaysia.

This is a strong point of Instacom as they have expertise in this business ahead of the rest, in which not even OCK has it. This is a much bigger deal than building telco towers in rural areas. There is also HSBB project of up to RM1.8 bil worth, that Instacom will take part in.
Using OCK as a good comparison now, yes I would agree OCK has advanced far ahead of Instacom, that is because its RE business is doing very well in addition to recent news on revision of degression rates of RE business.

However, if we were to analyze this, why not put a leap of faith on Instacom and just wait for a few more months till the announcement of the project. I don't foresee this stock to jump in a few weeks or 1 month later. I'm accumulating them now, and plan to hold for the next 2 - 3 years. A 200% gain over 2 years would do fine. iris can do it, and same for many companies. For warrants it may be possible, for mother it may take some really strong good news.

Do not forget, this company has qualified for mainboard listing and they will definitely get into mainboard. Once there, more investors will be interested, same to fund investors. By then, the rules of the game would have changed significantly.

OCK went up because of SEDA will be announcing the degression rates for Renewable Energy soon. Should be good news for RE business, like Cypark, OCK, etc.

However for censof, they are doing accounting softwares for the gov. So most likely they will get the contracts. Its going to be a huge thing with all the trainings.

Bbb79, are u planning to hold for more than 5 years? If no, I dont see why u need to buy mother. There won't be potential dividends anytime soon as they need cash to expand. Based on risk reward ratio, holding warrants is the most rewarding if u want to ride on catalysts.

Its better to top up warrants. Now got sales at 0.12, not much left. Buy now while stock last.

Queued buy at 0.125. Can't wait for the proposal of Bonus Issues to go through.

Looks like it went back to the attractive levels.

papaya, my top picks are (from most fave in ascending order):

1) GHLSYS - E-payment company, with BNM advocacy of e-payments.

2) REDTONE - Fast expansion in broadband and mobile businesses as well as recent acquisition of China VoIP co, now a partial subsidiary.

3) CENSOF - GST theme, enough said.

4) INSTACO-WB - Based on Msia Budget on building telco towers in less connected areas (East Msia). Price now is extremely cheap and I choose warrants due to my calculated risk to reward ratio.

5) EAH - I like the management and relationships with Gov. Management seeking acquisition currently, may go mainboard soon and high chances of winning contracts. Price is quite cheap now, looking at PE and ROE. I love cheap companies with good growth.

6) NEXGRAM - From software co. to property development. High NTA with strong partnerships with big players. May need to wait 1 - 2 years for PD business to see fruition. I foresee price to start to scale upwards in the first year as investors notice and these people will start to put a premium at a very early stage.

7) SUMATEC - E&P business with ready oil field. Just need to wait for PN17 uplift and commencement of drilling. Prices are currently steady at a price range for quite some time, which I love, as there will be a huge spike when it escaped the trading range once good news are out.

As you can observe, my stocks are positioned for 2H of the year, or some slightly earlier when next quarter results are out and we shall see greater advancement in future. My strategy is not to win money in the next few weeks or few days but over the long-term. Thus, I'm ready to position all my money now into these counters at a reasonable prices in which I consistently accumulate moderately when prices are good.

Remember the point here is not to be greedy and impatient but to be slow and steady. Trust me, with these strategies you can easily triumph those impatient traders who goes in and out of the market often, over a period of time.

Guys and girls, please challenge my stock picks if you guys have any comments, but put it in a factual and professional manner. I don't want clueless comments with no facts and analysis.

If you like my stock picks, just acknowledge it.

Thank you.

larryleow, yeah im holding this stock as well, along with the free bonus warrants. somehow i must agree this year is the year of tech, but not many have yet to realize that yet.

I have personally identified several hot stocks, in regards to GST theme this year and it accounts to more than 50% of my entire portfolio. I'm fairly confident of my analysis and will continue to be patient till the last card is out (like a poker game).

So those who is willing to wait for the last card with me, I can assure all of us will be winners. I'm speaking from my vast experience and good contacts in this industry.

Warrants are always more inactive when the company is not in any news yet. Wait till when the company obtained some large contracts, the warrants will scale much higher percentage and for those wanting to hold less than 4 years of this company can opt for warrants which is highly beneficial for low cap companies to take advantage of extremely large percentage gains. The gains are like playing forex but much safer and needs a bit more patience.

The GST bill could be passed anytime soon by mid to end of March in the Parliament. Once that is done, GST is officially mandatory and there will be no turning back at all.

What I like about this counter is that, I'm from this industry and I know people in this industry, thus I clearly know what is happening and what companies affected by this GST has to do as well.

I'm fairly confident that now, Censof will have more jobs that it can handle at once, and its a first class problem. I've heard they are now pitching at all gov departments on the GST and I even have the powerpoint slides with me. I will not divulge more. I'm just going to ask you to buy this counter and whether to follow me or not, it is entirely up to you.

Looks like now it will be getting most of the gov contracts and might possibly get more from mid-sized corporate customers in which they may not have time to entertain. At curent price, this company is cheap, and if wanna do an all-in wager, this is the stock to pick in 2014, at the current price.

GST is the theme to go for 2014 and it will definitely benefit companies across that infrastructure such as e-payments, billings, point of sales, accounting softwares, training (education), etc.

Goodluck everyone.

This company at least worth RM1.20 one year down the road based on its strong cashflow from tie-up with Maxis, as well as its potential growth.

We can see from Redtone websites and FB page that they are now expanding its Mobile services and broadband. More and more people from rural areas are subscribing their services due to its cheapest price in the market currently. Which also explains why they open up in areas that has poorer people.

I put a future value of RM1.20 in the medium term, with higher fair value in the long-term of RM2.00 providing Redtone is able to expand fast and leverage from its new subsdiary purchsed in Shanghai.

Even when the market is turbulent, EAH managed to hold its position well. Well done!

BBB79, if u notice, u cant buy at 0.115 unless u queue which u will most prob can't get as everyday one big shark would park their queue at approx 90k lots queue buy at 0.115. The best u can get is 0.12 which is a great deal bargain.

Assuming, Instacom get the telco contracts and HSBB projects, the warrants may easily scale to triple its current price now, to approx 0.36.

Let's all pray for the passengers of MH370.

On a side note, market might be facing turbulence on Monday due to various events occured. Let's keep this forum silent for one day as a sign of prayers and respect.

My advice to all. If you felt something wrong with the company, just sell.

Thank you TuaHuat for pointing out. TPY just acquired 3m shares today at 0.13, which is below my entry price.

Hopefully all NG holders will be rewarded handsomely.

Pk1510, this is different from protasco. TPY is the captain of the ship of NG. For Protasco, he's more like a vicious trader, going in and out like trading. For NG, he is buying back the shares of NG (after selling protasco), for real and means business.

How we know its true? For one, why would he plow back the money into NG again if he thinks there is little development in place. He could have retained his shares in Protasco, but he thinks otherwise. He felt his money would be put into better use in NG, thus he's making quite a sacrifice i would say to dispose Protasco and invest NG.

From an investor point of view, its like disposing Public Bank and invest into MBSB bank. As an outsider, it just doesn't make sense, but if you see someone from the top does that, there must be some reasons behind it, and it is definitely something that all of us can't smell or vision yet, due to insider news.

As investors, we should attempt to observe the movements of these top shots, and analyze the possible reasons behind it. If one is patient and followed based on his/her reasoning (like buying NG now when TPY is buying), with some patience, there are big bucks to be earned. Often people missed these opportunities because they are impatient, inexperienced and no discipline. By no discipline, I mean they cannot withstand seeing other counters moving up, while NG is just stucked at 0.125 levels for some time.

Meanwhile, they carelessly ignored the very fundamental reasons why the directors keep repurchasing shares of the company. They are practically dillusioned by opportunity costs now. There are just so many clues in front of all u here right now. News that are in public, news that are in Bursa. You will see TPY buying back shares quite frequently, all the way from 0.09 until 0.125, and his stake increased from approx 9% to 21% now, a really huge accumulation (very soon after disposing Protasco).

It is only the wise people, thinking out of the box a little, that can see this opportunity. Not many people can be rich due to common thinking and not willing to take the risks. Of course, common people would be afraid buying into NG, fearing it might drop further, like how it dropped from 0.16 to 0.125.

But seeing how things goes right now, with so many catalysts in place and the CEO himself buying back shares like crazy, you just cannot deny something is happening. Facts are lying in front of all of u, its just whether you're willing to take some risks here, just like doing business.

Investing is like business and if risks are willing to be taken by the wise people, they will succeed if things turn out the way the predicted many couldnt.

I advise all NG holders to remain in seat, don't be fooled or conned into selling just because there are some fluctuations of prices below your cost. Business people look at the big picture with calculated risks for the potential explosive growth it is to come.

If u still have doubts causing u to be unable to sleep at night, I advise u to sell NG because this is not for the weak stomach, and definitely not for the common people.

For those who plans to hold on tight and wait for the last card like in a Poker game, I must say you guys look at all the hints lying around right now. NG's quarterly results would be out soon, and as I mentioned in my earlier posts, results should be getting better towards the end of the completion of the project with Inovisi, as revenue recognition is higher towards completion.

And not to mention, bonus issue would like go through and if results are outstanding, with potential M&As (hopefully cash rich companies), dividends will be determined in April 2013. All these catalysts are in just a few months time and the CEO has started and will continue to accumulate from those with weak stomach or rather impatient investors. When the good times come, the one that held on will be handsomely rewarded, while those that left the ship, good luck with your new portfolio. Hopefully it matches your "ex-NG's" returns, if not exceeding it.