there is also this in small print ....

Based on SEEK owning c19.9% of JobStreet equity after accounting for equity dilution relating to the transaction

There is going to be some serious equity dilution due to this transaction.

-think about it....if there was going to be RM2.40 per share, WHY would anyone be selling out @ 2.40-2.41?

Please refer to http://www.asx.com.au/asxpdf/20140219/pdf/42mtb6gldjv9z5.pdf for the full document

Transaction Consideration & Funding

Total consideration is MYR 1,730 million or A$580m (excluding transaction costs)
 Attractive “blended” valuation based on
o Standalone earnings profile & combined growth opportunities
o Ability to access debt in SEEK Asia to reduce funding task
o Historic cost of SEEK’s investment in JobStreet4

 SEEK’s consideration is A$374m made up of *****existing JobStreet equity of A$113m***** & Cash of A$261m
 SEEK Asia co-investors, Newscorp & Tiger Global are collectively contributing $83m
 SEEK Asia intending to access debt funding of A$123m. This debt is non-recourse to SEEK Group.

So the *CASH* consideration of the deal A$261m +A$83m +A$123m = A$467m
-the rest (A$113m is made up of EXISTING JSB equity)

now this has to be split among the equity dilution due to the transaction....

-am i wrong or am i wrong???

could be heading to 2.20-30 region soon...

oh i and i don't think the payout is going to be 2.40 per share. you might all want to double check you calculations....more like around RM2.00...

this ukraine business has only provided more opportunities to pick up some more before it goes ex.

The Topic is:Blog: Can the non-Malays be blamed for Datuk Mokhzani Mahathir's Low Position in Wealthiest Malaysians List? - Koon yew Yin

what is this pkr, pas, dap, citizenship, gansterism, blah... relevant?

all this goes to prove -> level of intelligence = very very low.

time to watch a movie. my work is done!

as i said. level of intelligence VERY low. sorry. please try again....

whoaaaaa... furious passion, however the general intelligence is quite low. how sadddd. all this special rights, still can't speak english properly. oh well. can thank dr m & co. for that.. how sad and pathethic.

but the share price already surged 1000+%

to be quite frank, i think the indian side in dr m is smarter, and has told him not to keep any of his money, because he is going to be dead soon, hence the mahatir family wealth is already been distributed to all his children via their companies etc... so more important to ask...what is the total net worth of the mahatir family...

true. true. i stand corrected. many many under the table. you are right. sitting pretty in the british virgin islands and what not....

anyho. dr m is half indian. lest anyone forget.

malays can't be pushed la izoklse. still not even dr. M own son is in the top 10 of Forbes. how sad and pathetic. really really sad stuff from the mahatir family. even with all free hep and hand-outs, contracts etc. given on a plate. still not top 10. how saddddd.

another zhulian in the making. be careful lah

as i said good article. nothing to do do with umno or pas. just the fact that daddy still has not been able to make sonny boy #1 even with all the sweet sweet cronyism. probably never will either. he he

good article. most of the comments seem to miss the (meaning one) very simple point this author is trying to make..

ain't going to be no more sales to be had for latitude unfortunately...with these sterling results.

F.Y. Quarter Revenue Profit b Tax Profit Profit to SH EPS DPS
2013-12-31 2013-12-31 238,257 -3,062 -10,913 -10,533 -1.36 1.00

into the toilet sendai goes .... at least 1 sen divvy....

i noticed the strange price movents in this stock last year. very strange. take today, for example. gap up from 6.05 - 6.65 in last 10 minutes, on volume of 24400 (1.5% of todays total trade) ... really????

KSL- a plunge in top-line & bottom-line

http://nexttrade.blogspot.com/2014/02/ksl-plunge-in-top-line-bottom-line.html

result is fantastic, but where is the dividend?

ah great stuff.

ouch!!! oooooo... that is quite bad set of results ... careful ppl & happy investing :)

sexc ... why don't u go do some sexing instead of all this txting????

oldtown is not just a pure play beverage, but also a retail player. more like an malaysian starbucks, with laksa, minus frapps.

dead cat bounce?

(this is purely a comment on the commodity) - as i mentioned earlier. keep a close eye on coffee futures. the rally in stock price began around the time price of coffee fell below USD280/contract. Right now, we're approaching USD180 region. If prices spike further, then most probably could see a bit more downside. i could be wrong, so please feel free to counter...

didn't realise about the put warrant. interesting...

Even though they deleted the orginal article, Google Cache saved it!

Hot Stock Integrated Logistics rises as much as 32% on high dividend and strong profits
Business & Markets 2014
Written by Jonathan Gan of theedgemalaysia.com
Wednesday, 26 February 2014 12:48

A + A - Reset
KUALA LUMPUR (Feb 26): Integrated Logistics Bhd rose in active trades this morning after declaring a high dividend issue on the back of a strong turnaround in financial results.

The company announced a dividend of RM1.18 per share yesterday.

At noon, the stock was up 12 sen or 17.26% at 81.5 sen, after trading at a high of 92 sen earlier for a gain of 32%.

In its fourth quarter to December 2013, the company reported a net profit of RM136.78 million versus a loss of RM4.39 million in similar quarter a year ago.

The profit achievement was mainly due to its gains from the disposal of its subsidiaries, ISH Logistics Ltd and Integrated Logistics Henan Ltd.

But revenue was lower at RM19.59 million from RM33.53 million from a similar quarter a year ago. Net profit for the full year rose to RM129.71 million from a loss of RM102,000 a year ago

Cumulative revenue for the full year was lower at RM121.74 million from RM137.92 million a year ago

A dealer from RHB Investment Bank told theedgemalaysia.com that there was a “feel good factor” on the stock because of its strong dividend.


-"feel good factor" Hahahahaha - that will be Mr Jonathan Gan cashing in!!!!

full of shyte this EDGE paper. what kind of financial journalist/monkeys do they hire???

Correction Integrated Logistics declared special dividend of 118.93 sen in early November 2013, not yesterday
Business & Markets 2014
Written by theedgemalaysia.com
Wednesday, 26 February 2014 15:17


A + A - Reset
KUALA LUMPUR (Feb 26): Integrated Logistics Bhd said it had declared special dividend of 118.93 sen in early November 2013, not yesterday.

The company said the 118.93 sen special dividend has been paid to shareholders.

that 1.18 divvy already paid in DEC 2013 (last year)..... the edge article is BS

boleh tengok astro - Oh My English! http://www.astro.com.my/ohmyenglish/ kalau takfaham...

any stock with this kind of dividend yield has to eventually reach "fair value" (i reckon over RM1.1 - 1.2 minimum).

With FY revenue of RM500m+, this stock mcap is only RM225.1m. lets say mcap is RM300m+ stock will be worth RM1.21. RM400m+ stock will be worth RM1.61....

am i wrong?

actually not too bothered about Wistron. who's buying Acer PC's? it seems as if every man and their dog is using a Samsung or Apple product these days.

as long as earnings around 9-12 sen a share, no debt, and divvy 6 sen a year, i'm happy. i'm a but concerned about a/c receivable & a/c payable level tho. 100+ million seems a bit on the high side ... any comment?

what wave? the one swishing about the bottom of the toilet, is it?

oh, hang on a minute, could that explain the recent rally from 2.75???

whoa, well i never! a new call warrant!

mat c. this could be your wish come true. a 1 year RM3.00 strike could be the ticket, IF price drops further making this warrant cheaper.... interesting ....

i will highlight

"Green Packet Bhd is expected to announce the successful buyer of its stake in WiMax operator Packet One Networks (M) Sdn Bhd (P1) within this month, ACCORDING TO SOURCES."

-ummmmm, WHAT sources mate?

Are you getting confused with AYAM BRAND "SAUCE"?

of course. how many more times will the cry wolf? only time will tell....

conservatively, this stock could head to 1.1 - 1.2-ish

1) Gap to fill from June 2010 @ 1.04
2) DY 5% would mean a price @ 1.20
3) PE 13.5 with earnings/s of 8.5 sen @ 1.15

pls correct me, i could be wrong here.

I could be wrong, but the price might be under some pressure due to the sharp rise in US Coffee Futures. Please see for yourselves...

http://www.investing.com/commodities/us-coffee-c-advanced-chart

Price has risen from a low of USD107/contract (OCT) to USD169/contract (FEB)

Please correct me, but a rise in coffee futures of 58% from OCT low is probably not a good thing, for PWROOT that is...

who in their right minds will be buying after those abysmal numbers. MAS procurement corruption is king. lets show the world how its done. how to manage like corrupt fools. the world financial media is pissing their pants. MAS boleh!

fantastic. good news.

not sure of what relevance that is really to a comment on the most recent FPI financial report, more specifically the DRASTIC decline in FY top line revenue.

of course the stock price is so depressed already, i doubt it will correct very much, if at all.

but the 6 sen divvy sure is great!

i sold all my fathers stock @ 1.53. i am a bit surprised people didn't take advantage of last years rally to sell. unfortunately for this counter, its financial performance has been abysmal....much like kimlun. from my experience, construction is not the hottest area to be buying in. all the best to those still clinging on. i wonder what fresh ideas mr nathan will bring to the table in 2014 ...

1.6 sen EPS. bugger! not a great set of results. i was hoping they would do better in Q4

-6 sen divvy tho...

cbc is a legend ... "CBC last serious" is the best!

RM0.14=USD0.04
The cheapest airline stock in the world

@deadwood - no, will still have mcap of RM2.34B - still WAY TOO much for MAS

i just checked with my banker friends ... guess what? they are optimistic dominos pizza still have 2 large for RM50. awesum deal bro!

i'm waiting for Moody's or S&P ratings to threaten to downgrade Malaysia's credit rating due to throwing/wasting billions of taxpayers $$$$$

thats the only way these federal idiots will stop the foolishness.