My average cost is about 1.12... I am going to hang around a bit to see the latest Q result, the Arab project.....

Yes.... QEs.... they are not all the same

I tend not to count on the Euro QE that much....

QEs are not all the same

The Japanese QE with a couple of arrows thrown in for good measure was by no mean small....

Now think hard and feel hard...feel hard.... and ask yourself this: Have I felt the effects of the Japanese QE at all???




QEs.... they are not all the same

Bursa?? or AZRB fishy?? : )

charts say 70-80%.. get the hell out before too late??!!

Your charts say get the hell out of Bursa?? or just get the hell out of AZRB?? : )



But Goldman Sachs said...........................


Stock markets across Asia may have taken the recent market rout on the chin, but that's left them well-poised for a solid year-end rally, Goldman Sachs said.

"Asian regional stocks have recovered less of their recent decline and appear poised to make up some of this disparity," Goldman said in a note Wednesday.

Read More › Will Asia's exports ever recover?

While the S&P 500 index has recovered 95 percent of its recent decline, the Stoxx Europe 600 has regained 64 percent and the Topix 63 percent, the MSCI Asia-Pacific ex-Japan Index, or MXAPJ, has only regained 32 percent, Goldman noted, adding that the Asian index fell 10 percent from its year-to-date high, set Sept. 3, to its Oct. 16 low, before recovering just 3 percent.

Goldman maintains its year-end target of 500 for the MXAPJ, compared with around 482 currently.

http://www.cnbc.com/id/102134837




So far, in all this time that you have used it, your chart has been right or not?? HaHa

push 'em up.. push 'em up..

seamless push up bra... brings out ones real deal!

up as promised

seamless push up bra... shows your real worth!

nordi.... looking forward to the Q report?? ; )

well, cant blame you.... notice your Gadang dropped from 1.7+ to 1.3+ recently, but have been moving up lately due to good Q result... you are hoping for same for AZRB??

Tomorrow will go up.....


with the help of seamless push up bra... ; )

Drops 2.3% now.... buy buy buy la........

When up you want it to come down, when down you don't dare to buy.... WTF

HaHa












when bumihalo2014 comes back.... the price drops

it is all his fault

Well, 4.50 is your wishful thinking.

It is what you want, it is not what PKN want. You say I luv u, PKN say u go fly kite...... if you think it is 4.50 you can keep your share.

With its sweet dream of having pkrcorp all to itself bursted....

Worst case scenario :

PKN is now sad and pissed off and will from now on let pkrcorp rot... ie no development, sell off some lands etc etc that kind of things and no profit no dividend etc etc.... basically things to hurt the minorities....

PKN only have the incentive to do good to do some development if it controls 100% of pkrcorp...
now that it can't. ... dont know ler

Or to be fair to it, maybe it is even not worthwhile return wise to do development as it only get about 52% of the profit


Hell , to really get even with the minorities. .. it can even have a rights issue... WITHOUT bonus issue or free warrant, of course to get some money from you instead

Well, I am just saying....

With its sweet dream of having pkrcorp all to itself bursted....

Worst case scenario :

PKN is now sad and pissed off and will from now on let pkrcorp rot... ie no development, sell off some lands etc etc that kind of things and no profit no dividend etc etc.... basically things to hurt the minorities....

PKN only have the incentive to do good to do some development if it controls 100% of pkrcorp...
now that it can't. ... dont know ler

Or to be fair to it, maybe it is even not worthwhile return wise to do development as it only get about 52% of the profit


Hell , to really get even with the minorities. .. it can even have a rights issue... WITHOUT bonus issue or free warrant, of course to get some money from you instead

Well, I am just saying....

Prem Watsa (born 1950 in Hyderabad, India) is the founder, chairman, and chief executive of Fairfax Financial Holdings ...

This is an Indian guy.... rich and with influence... naturally

At the least, coal supplies is a non issue now

55M will be added to the profit.... when received

Actually, not 90M... only about 80M


80M - 13M - 12M = 55M balance

Actually the Middle East people dont play fair and are pretty nasty people

Pulling out of Iskandar just like that is one thing..

When they invest there must be a profit or guaranteed no loss ; WTF is that???? After having made a loss investing in AZRB can we rush a special envoy to see Najib and threaten him like what Aabar Investment did?? Hello, this is investment not a loan la...

And, the fact that AZRB won the 90M compensation means the Middle East people were in the wrong to have done what they did to AZRB previously...

The Saudi just need to cut production and oil prices will jump instantly.

The Saudi has that kind of power. Bear that in mind.

The Saudi just need to cut production and oil prices will jump instantly.

The Saudi has that kind of power. Bear that in mind.
26/10/2014 15:14

Oil exports account for 85 percent of the Saudi government’s revenue, and the International Monetary Fund estimates the kingdom needs an annual average price of at least $83.60 a barrel to balance the national budget.


Let's see how long it can engage itself in its game to hurt the IS, the Russian and the frackers??


My guess is can't be long... as everybody gets hurted in this kind of needless lose-lose game.

Odyssey Reinsurance Company thinks so........

Oil exports account for 85 percent of the Saudi government’s revenue, and the International Monetary Fund estimates the kingdom needs an annual average price of at least $83.60 a barrel to balance the national budget.


Let's see how long it can engage itself in its game to hurt the IS, the Russian and the crackers??

My guess is can't be long... as everybody gets hurted in this kind of needless lose-lose game.

Ya... loose ends of the Middle East project

90M - 13M - 12M = 65M balance

Well, this could be good or bad news

Good, because the 90M is likely coming in soon, as such, these long outstanding claims are being made now. These are claims arising long ago even in the early stages of the project , what took them so long to file their claims only now?

kk123 as requested, take a look and see................


BUY ARMADA, BUY BUMI ARMADA


1st Target 1.53 DONE


next 1.64 DONE


next 1.76 SOON


ARMADA's was 1.93 before the panic selling, 30 sen more to go....

TP by RHB RM 2.24 Maintain BUY





Stock: [ARMADA]: BUMI ARMADA BERHAD

Oct 24, 2014 08:25 AM | Report Abuse

BUY ARMADA, BUY BUMI ARMADA

In the recent oil price effect confusion.....

The good, the bad and the ugly have all been treated as one and thrown out with the bath water.....

Find the good.... and there will be money to be had...

BUY ARMADA, BUY BUMI ARMADA




Stock: [ARMADA]: BUMI ARMADA BERHAD

Oct 23, 2014 06:16 PM | Report Abuse

1st Target 1.53 DONE


next 1.64 DONE


next 1.76 SOON




WRONG DOOM TO BE CORRECTED BY A BOOM !!!


http://klse.i3investor.com/blogs/UncleBumbleBeeRamblings/62295.jsp


AhMoi


BUY ARMADA! BUMI ARMADA!!!!


The best way to take advantage of this contradiction is to buy international provider of supporting services to the oil and gas industries.


The next 2 3 years results of this type of company is insulated againt the drop in oil prices as it has very long term contracts signed but yet somehow its share price had been badly battered down by panic selling due to unrelated reasons such as those quoted in The Star article.


Get it or not? The share price had dropped badly and factored in the doom but a boom may well be waiting just around the corner.


The share price had dropped a lot and will not drop anymore. You buy now the risk is low. But, the return will be fantastic if this author is even just slightly right.


BUY ARMADA! BUY BUMI ARMADA!!!!
22/10/2014 18:15
22/10/2014 18:24






AhMoi TP by RHB RM 2.24 Maintain BUY




Earnings outlook. After our meeting with management, we received more clarity on how Bumi Armada books in earnings, especially for the bigger FPSO projects. During vessel conversion years, the company will only book in minimal earnings into its books to be more in line with risk, as the risk of not completing the project decreases as the project passes a certain stage of completion. Once the vessel is completed and deployed, Bumi Armada would start booking in the daily charter rate of the vessels into revenue. We believe the bulk of Bumi Armada’s earnings for its FPSOswill start to materialise in late-FY15/FY16 as all vessels currently under conversion would be deployed and produce their first oil then. We estimate the FPSO segment earnings would grow by 34%/77% in FY15/FY16 respectively.



For its OSV segment, we estimate earnings in FY15 to grow by 15%, driven by the delivery of two new MPSV, while growth in FY16 will be slightly muted at 4% y-o-y as Bumi Armada winds down its fleet rejuvenation programme. For its T&I segment, we expect 12% growth in FY15, as the Engineering, Procurement, Construction and Commissioning (EPCC) as well as the pipe-laying contracts go into full swing, but earnings in FY16 could take a hit as management expects both contracts to be completed by end 4QFY15. However, Bumi Armada believes it could be receiving more contracts for work in the Caspian Sea region as the exploration and production expertise there is still under-developed.


Note that we have not imputed any new awards for its T&I and OFS segment, and we believe potential earnings upside in FY15/FY16 would come from these two divisions.



Maintain BUY with a fully-diluted SOP FV of MYR2.24.


We revisited our FY14/FY15 earnings forecasts after accounting for the lower earnings recognition from new FPSOs in their vessel conversion years. We have also revised our earnings assumptions for the T&I segment. Overall, we raise our FY14 EPS estimate by 5% as we tweak our assumptions for the Lukoil pipe-laying contract in the Caspian Sea, but we cut our FY15F forecast by 20% as we adjust for the minimal earnings booked in during conversion years for the new FPSOs. Nevertheless, we continue to expect FY15/FY16 EPS growth of 4%/12% respectively, driven by T&I works in the Caspian Sea as well as producing FPSOs. With our new forecasts, we estimate a new fullydiluted SOP FV of MYR2.24 (from MYR2.59 ex-all previously). We advise investors to subscribe to the rights issue as the proceeds will be utilised to propel the growth of Bumi Armada going forward. We also reiterate our positive view on floating production systems and believe that Bumi Armada is in a good position to take advantage of the continuous demand for FPSOs.


23/10/2014 09:18
X

AhMoi The price has dropped too much....

23/10/2014 09:21
X


AhMoi Going up now....


1 st Target 1.53 next 1.64 next 1.76


AhMoi O&G companies are fundamentally intact


they are all service providers which do not directly derive their revenue from the sale of oil,”


And since we have gone down so much, people may want to take the opportunity to buy,”

Odyssey Reinsurance Company

Reinsurance Company.......


an insurance company, must be those very careful and expects dividend payment too kind of fund


tuajaya's day in glory is near...

And,... of course, the biggest difference is that I have put in money into Armada... you have not

O..... where are my other posts where I said if HB is resigning because he has messed up things in Armada as you have said àgain and again then it is a good thing that he is doing so....?

and Amanda will be even greater after he left.... ?

Blind follower this one.....


>Activetrader yes ahmoi and his gang of clone will have karma soon. allah, jesus, god will purnish you.

24/10/2014 14:37

Brain dead this one.....

>madcow I think i am correct, bumihalo2014, klorang, AhMoi, Maggiel is the same person or from same company ....

24/10/2014 09:50

Was on a date yesterday.... there is more to life than the share market. ...

Aiyo gone for a while, what happened????


Smear campaign to.spoil AhMoi 's good name ka??

Ya saw it too

guess those that I bought below 2.00 will be winner.... not buying enough though


http://www.theedgemarkets.com/my/article/canadian-firm-fairfax-becomes-substantial-shareholder-mudajaya

Azmin says Langat 2... ON!!.... and added FAST too

In the recent oil price effect confusion.....


The good, the bad and the ugly have all been treated as one and thrown out with the bath water.....


Find the good.... and there will be money to be had


Ask yourself is BARAKAH good?

1st Target 1.53 DONE


next 1.64 DONE


next 1.76 SOON


ARMADA's was 1.93 before the panic selling, 30 sen more to go....

BUY ARMADA, BUY BUMI ARMADA

In the recent oil price effect confusion.....

The good, the bad and the ugly have all been treated as one and thrown out with the bath water.....

Find the good.... and there will be money to be had...

BUY ARMADA, BUY BUMI ARMADA

tsh I salute you too for keeping your faith in Armada despite all the negative blah blah

1st Target 1.53 DONE


next 1.64 DONE


next 1.76 SOON




WRONG DOOM TO BE CORRECTED BY A BOOM !!!


http://klse.i3investor.com/blogs/UncleBumbleBeeRamblings/62295.jsp


AhMoi


BUY ARMADA! BUMI ARMADA!!!!


The best way to take advantage of this contradiction is to buy international provider of supporting services to the oil and gas industries.


The next 2 3 years results of this type of company is insulated againt the drop in oil prices as it has very long term contracts signed but yet somehow its share price had been badly battered down by panic selling due to unrelated reasons such as those quoted in The Star article.


Get it or not? The share price had dropped badly and factored in the doom but a boom may well be waiting just around the corner.


The share price had dropped a lot and will not drop anymore. You buy now the risk is low. But, the return will be fantastic if this author is even just slightly right.


BUY ARMADA! BUY BUMI ARMADA!!!!
22/10/2014 18:15
22/10/2014 18:24






AhMoi TP by RHB RM 2.24 Maintain BUY




Earnings outlook. After our meeting with management, we received more clarity on how Bumi Armada books in earnings, especially for the bigger FPSO projects. During vessel conversion years, the company will only book in minimal earnings into its books to be more in line with risk, as the risk of not completing the project decreases as the project passes a certain stage of completion. Once the vessel is completed and deployed, Bumi Armada would start booking in the daily charter rate of the vessels into revenue. We believe the bulk of Bumi Armada’s earnings for its FPSOswill start to materialise in late-FY15/FY16 as all vessels currently under conversion would be deployed and produce their first oil then. We estimate the FPSO segment earnings would grow by 34%/77% in FY15/FY16 respectively.



For its OSV segment, we estimate earnings in FY15 to grow by 15%, driven by the delivery of two new MPSV, while growth in FY16 will be slightly muted at 4% y-o-y as Bumi Armada winds down its fleet rejuvenation programme. For its T&I segment, we expect 12% growth in FY15, as the Engineering, Procurement, Construction and Commissioning (EPCC) as well as the pipe-laying contracts go into full swing, but earnings in FY16 could take a hit as management expects both contracts to be completed by end 4QFY15. However, Bumi Armada believes it could be receiving more contracts for work in the Caspian Sea region as the exploration and production expertise there is still under-developed.


Note that we have not imputed any new awards for its T&I and OFS segment, and we believe potential earnings upside in FY15/FY16 would come from these two divisions.



Maintain BUY with a fully-diluted SOP FV of MYR2.24.


We revisited our FY14/FY15 earnings forecasts after accounting for the lower earnings recognition from new FPSOs in their vessel conversion years. We have also revised our earnings assumptions for the T&I segment. Overall, we raise our FY14 EPS estimate by 5% as we tweak our assumptions for the Lukoil pipe-laying contract in the Caspian Sea, but we cut our FY15F forecast by 20% as we adjust for the minimal earnings booked in during conversion years for the new FPSOs. Nevertheless, we continue to expect FY15/FY16 EPS growth of 4%/12% respectively, driven by T&I works in the Caspian Sea as well as producing FPSOs. With our new forecasts, we estimate a new fullydiluted SOP FV of MYR2.24 (from MYR2.59 ex-all previously). We advise investors to subscribe to the rights issue as the proceeds will be utilised to propel the growth of Bumi Armada going forward. We also reiterate our positive view on floating production systems and believe that Bumi Armada is in a good position to take advantage of the continuous demand for FPSOs.


23/10/2014 09:18
X

AhMoi The price has dropped too much....

23/10/2014 09:21
X


AhMoi Going up now....


1 st Target 1.53 next 1.64 next 1.76


AhMoi O&G companies are fundamentally intact


they are all service providers which do not directly derive their revenue from the sale of oil,”


And since we have gone down so much, people may want to take the opportunity to buy,”

23/10/2014 15:59

Check the volume done at 1.65...........

a lot of people have be stopped by them from buying Armada the other days...

Actually, Armada dropped from 1.9+........ now just 1.64

More legs to go....

1st Target 1.53 DONE


next 1.64 DONE


next 1.76 SOON

1st Target 1.53 DONE


next 1.64 NEAR


next 1.76 SOON

1.61........ tons of sells at 1.60 all cleared

this is for real....

Armada is gonna fly... fly.. fly

Hope you have not short.................................

Wow 1.60....... all cleared

next target 1.64.... then 1.76

BUY ARMADA! BUMI ARMADA!!!!


The best way to take advantage of this contradiction is to buy international provider of supporting services to the oil and gas industries.


The next 3 5 years results of this type of company is insulated againt the drop in oil prices as it has very long term contracts signed but yet somehow its share price had been badly battered down by panic selling due to unrelated reasons such as those quoted in The Star article.


Get it or not? The share price had dropped badly and factored in the doom but a boom may well be waiting just around the corner.


The share price had dropped a lot and will not drop anymore. You buy now the risk is low. But, the return will be fantastic if this author is even just slightly right.


BUY ARMADA! BUY BUMI ARMADA!!!!

O&G companies are fundamentally intact


they are all service providers which do not directly derive their revenue from the sale of oil,”


And since we have gone down so much, people may want to take the opportunity to buy,”

“If you were to look at the dynamics of O&G players in Malaysia, they are all service providers which do not directly derive their revenue from the sale of oil,”

“My rigs are still getting jobs at good rates and we are booking good profit so I don’t believe I need to overly worry about the share price slump. And since we have gone down so much, people may want to take the opportunity to buy,” he said,