Banker. Strategic & Risk Management. Active stock market trader.12 year sabbatical break.2013 comeback trader/investor whichever situation permits.
Followers
0
Following
0
Blog Posts
0
Threads
1,930
Blogs
Threads
Portfolio
Follower
Following
2013-09-04 13:21 | Report Abuse
c818, i'm interested to know becoz it may at least provide an insight of the direction the shares could go. not to undermine TA/FA but m'sian mkt leans more towards speculation rather than charts and technicals (am not saying totally cannot use coz i also refer to both!)
IF its really Ekuinas, then their playing a big round of corporate game..buy-sell-buy back. i thots remain..i think a bigger corporate exercise is on the cards involving TGOFF, ICON as well as the 2 subs under ICON...
2013-09-04 13:05 | Report Abuse
ooo..in that case i think u'll hv to scroll a couple of months back to see my hypothetical postings..smile..
but to cut long story short..Kenanga Investment Bank has the mandate for TGOFF's private placement and capital raising exercise..CMS Opus adik-abang with CMS Capital. CMS Capital Sdn Bhd is the single largest shareholder in financial services holding company, K&N Kenanga Holdings Berhad, whose principal subsidiaries include Kenanga Investment Bank Berhad.
So with Ekuinas appointing CMS Opus as a PE, my theory is the pp is probably for Ekuinas...bro ameen007, y my theory is as such? please refer to my postings.
Disclaimer : these are theoritical and speculative yer..no TA no FA..some see sense in it but some dont. end of the day, invest wisely. but if its still not clear, pls ask me. if i can answer i'll clarify. if not, then i can't help lah.
2013-09-04 12:42 | Report Abuse
any news on TGOFF's new chairman?
2013-09-04 12:29 | Report Abuse
hope u guys see the link and hope the link is not just coincidental...
CMS Capital Sdn Bhd
CMS Capital Sdn Bhd is the single largest shareholder in financial services holding company, K&N Kenanga Holdings Berhad, whose principal subsidiaries include Kenanga Investment Bank Berhad.
Homepage | Contacts
CMS Opus Private Equity Sdn Bhd
CMS Opus Private Equity Sdn Bhd is an investment management company established with our joint venture partner, Opus Capital Sdn Bhd.
Contacts
2013-09-04 12:15 | Report Abuse
i sound like a broken record, but i still think the pp is for Ekuinas..and subsequently paving the way for their corporate move..
2013-09-04 12:11 | Report Abuse
the 1st four do hv investments in O&G but what drew my attention was one of the PE...CMS Opus..
2013-09-04 12:10 | Report Abuse
..above was taken from i3 posting a short while ago..
2013-09-04 12:09 | Report Abuse
Ekuiti Nasional Bhd (Ekuinas) has picked five local private equity (PE) firms under its Outsourced Programme (OP) to undertake investments from a combined RM373m funds provided by it and other private investors. The five firms have identified their target companies and a few will start investing between RM10m and RM30m by the end of the year, Ekuinas chief executive officer Datuk Abdul Rahman Ahmad said after making an announcement on the five PE firms and launching OP Tranche 2, here, yesterday.
The PE companies are Tael Partners, RM Capital Partners, Tuas Capital Partners and CMS Opus Private Equity. Another firm, Asiasons, has been selected as the replacement manager for the OP Tranche 1 launched earlier. (BT)
2013-09-04 12:08 | Report Abuse
hmm..some news came out..am looking at the jigsaws..dunno worthwhile to do research to put the puzzle together..
2013-09-03 08:40 | Report Abuse
@cy..i meant par down my holdings in the next few days..see how the price goes..if spike up i hold a bit longer before dispose..then prob buyback..uncertain times..to say the rise in petrol will be +ve for all O&G counters is also inaccurate..
2013-09-02 20:38 | Report Abuse
Gonna par down my hldgs the next few days..see how it goes then...
2013-09-02 15:54 | Report Abuse
just been to sersol room..announced new MD..nor md's son came on board as MD..news news this kindof news TGOFF waiting.made sersol move like nobody's biz.
2013-09-02 15:40 | Report Abuse
pls see the name and try to connect..Mohamed Ridzuan Bin Nor Md
2013-09-02 15:32 | Report Abuse
announcement after announcement..but mostly for conversion of warrants (and in small quants). Any significance?
2013-09-02 03:00 | Report Abuse
Yup m_fk. But I'm not speculating on that. We'll just let the story(ies) unfold by itself
2013-09-01 22:49 | Report Abuse
Guys,anyone in the loop who's gonna take over from syed Ali the Chairman?any names thrown into the ring?
2013-09-01 21:32 | Report Abuse
P99..true true..
musang_foxking,my earlier postings here in summary is tulah...umno realigning their "assets" where zulrafique (zulhasnan's bro) is in charge of since he's a lawyer by profession.story too long to repeat lah m_fk,but if u can,pls scroll back a couple of months back.im not harping on it or selling my story.its hypothetical thou....but i do appreciate feed back..
2013-08-31 00:07 | Report Abuse
As of now my theories stil hypothetical laa....unless somone knows somebody in Kenanga who knows some stories on the corporate move of TGOFF...
2013-08-31 00:05 | Report Abuse
c818/JTFX.mentioned earlier,UMNO realigning their "assets".person in charge is zul rafique, bro of zulhasnan.ppl "frenly" to Ekuinas holding abt 22%.if pp is also to them, then they'd hold abt +32%...then a different story may surface..ie would trigger mandatory takeover perhaps?!?!(correct me if im wrong).
2013-08-30 23:18 | Report Abuse
Anyway...TGOFF issss an UMNO vehicle.....right?
2013-08-30 23:16 | Report Abuse
I think the ones left was to vacate for a board seat to facilitate the pp.a local O&G bigshot perhaps as new board member.normally its like that isnt it for governance purposes.or the party the pp is for would b d driver when they come on board.hope nasib would b similar to that of Yinson!like mc hammer said : i say we pray...pray...ahaks...
2013-08-30 20:17 | Report Abuse
P99...can we have it disposed when it moves up north first b4 we all ramai2 move in again when it moves down south..heh heh heh...
2013-08-30 14:06 | Report Abuse
1 wk extension still ok...Benalec was asking for more than a couple of months!!
2013-08-30 09:01 | Report Abuse
c818/CT..totally agree with both of u!price up we hold in anticipation of north bound but suddenly swing south..so continue to hold..and the cycle continue.end of the day end up have to hold longer!
2013-08-30 00:45 | Report Abuse
CT, me too!some follow emotion..tu yg kena!not enuff research done!
P99..thot u were in oredi from earlier postings..so what $ r u looking at?somewhere lower?
Hope would b good tomoro if DJ can sustain.
2013-08-29 17:16 | Report Abuse
fingers crossed!
CT, u playing O&G only?
how i wish TGOFF was Sumatec's twin!
2013-08-29 16:49 | Report Abuse
dunno CI uptrend cab be sustained tomoro??..its not a standalone thing..would rely on external forces. seems like india mkt strong recovery lah.hope its not a false start kaput halfway..
2013-08-29 16:37 | Report Abuse
shaken..not stirred!
anyway, easing again..1) frust price movement like snail. 2) frust cannot go online on maxis! DEYM!
any -ve news around the globe ah so far? US jadi attack Syria?
2013-08-29 15:54 | Report Abuse
To cross .59 also like snail like that..if wait for tomoro, tomoro is another day..a lot of things can happen tonite!
2013-08-29 13:55 | Report Abuse
okok, great escape for u when price went to .72 "many moons ago"..smile..read in the thread and also commented..
yeah, i've been averaging up when the price was uptrending and sold a portion also to hv some profit..confident tu mmg hv the confidence but the ding dong ding dong tu yg make lose confidence..hehe..but whatever the outcome would b like what c818 mentioned earlier lah..
for now wait n see lor..but during these times it can be "tiring".
2013-08-29 12:39 | Report Abuse
actually _88, i was expecting TGOFF to hv a good rebound..abt .62-.65 level based on qtrly rpt provided DJ up and other asian mkts doing ok today and .65-.675 if the CI touches +10 points..but i guess was just wishful thinking!btw, anybody having problems using maxis line?
2013-08-29 12:31 | Report Abuse
LOL c818..when we sell..they not only up but up up up and away..few times kena like that!anyone got kaki in Kenanga? my kaki's been keeping mum for a awhile!wonder if they hv gag order!!my cable not enuff power lah!kena give some HUAT ARRRRRR...
c818..the drilling co also hv to see where's their deployment!if next door to syria or egypt then.....
2013-08-28 18:59 | Report Abuse
hmm..different ppl have diff opinion on this..what say u?
2013-08-28 15:14 | Report Abuse
bro anbz..actually last line tu yg nak highlight kan? LOL..ok lah, i sell half of my TGOFF to buy Nova..if RM equivalent, much2 more can get Nova!!
2013-08-27 12:11 | Report Abuse
die standing...koyak..kaput..whatever good news past, present, future also cannot pakai oredi!
2013-08-27 01:36 | Report Abuse
U'll get it...in the form of the qtrly report?
2013-08-24 19:22 | Report Abuse
No news this weekend? Sigh..probably could play a round maybe two before qtrly results out...
2013-08-24 04:06 | Report Abuse
So prob whoever the pp is for dah collect below the 10% discounted price ie before the price moved up when the proposal lodged ngan bursa? So TA/FA langsong cannot use to see the price movement after the pp exercise? The only thing that may move the price is what the pp would be used for? Right? If cun, move up. If not cun...holland!
Hmmm...for TGOFF case, until now no hint pon who the pp would be for or what asset theyre gonna acquire. Hv you heard something about this? Ada kaki at Kenanga Inv Bank? KIB is the inv bank for the pp and acquisition.
2013-08-24 02:38 | Report Abuse
Necro, boleh elaborate skit? OCK and Yinson as my case study in comparison to TGOFF's pp. As it is, i'm already holding TGOFF's shares. Thanx in advance.
2013-08-23 23:17 | Report Abuse
Anyone know y it retraced after lunch?
2013-08-23 09:35 | Report Abuse
..but is it a CONFIRMED YES that faber would take on the acquisition? that is what we dont quite know for sure yet..dont be like Benalec sudah!
2013-08-21 19:26 | Report Abuse
back then not many people were shivering....
2013-08-21 19:20 | Report Abuse
might be good for the DJIA but not for asian mkts and vice-versa
2013-08-21 19:19 | Report Abuse
india doesnt look good..collapse again!only jakarta firmed up.DJIA up or down would be an outcome of Feds minutes of which asian mkts would not react in tandem.
2013-08-21 12:32 | Report Abuse
india, indon & thai mkt up (although nikkei down), m'sian mkt down. care for any comments on this? thanx in advance
2013-08-21 12:29 | Report Abuse
hmm...india, indon & thai mkt up...m'sia mkt down??..of coz TGOFF also down..relaxing under the sun izzit?
Stock: [T7GLOBAL]: T7 GLOBAL BERHAD
2013-09-04 13:21 | Report Abuse
..my thots remain..