Stand to win big from coming free warrant

I invested in flb earlier than kyy, i have strong faith in this company but dissappointed that his presence has somehow make the share price volatile, however i will not sell as i have my own investment philosophy

I like this writing

Flb meets item 1 to 9 listed by kcchong

Aji aji i love you

Cash grows leap and bound, 40M per year, imagine what will be the cash level in nxt few yrs, it is simple amazing

the margin is still intact look at the gross profit versus revenue, and the admin charges not high even revenue increase,

flb, ajinomoto, cocoland

great dividend and great cash 160M

hi calvin, u change your theme from palm oil to iskandar?

time to prepare for big dividend

It shld worth 2.50 to 3.0 at least

Cash flow increase is more important to me

Murali, finally u buy and realize flb is undervalue

Agree with you

I have placed trust twice on xyy, but after learning his moves and investment philosophy, i decided it is not high chance of winning

expecting same thing happen to lihen, just matter of time

If hv a choice, try not to buy same stock like xyy, if u buy u hv to dispose before he started to dispose, this is challenging as u dunno when he dispose

But u need to hold 1 to 2 yrs in order to win big or much longer until the business is
No
More good

The other book is buy when there is opportunity of falling price and the business is still intact and growing

It will be in sidewayss, i read market crash book yesterday recommended by kyy, strategy is self half when the news is bad, and another half wait for the price stabilize and dispose, this is very short term and unfortunate to have the same stock like him, it will affect small investor, i read another book recommended by koay yi chuan major holder in tguan, book title is winning investment of george soros and warrent buffet , it looks better and recommend for small
Investor

Lihen has higher revenue risk as they hv more smaller customers

Flb is upstream lihen is downstream

The owner wants to keep him away as he is too short term

His request not fulfilled during agm, he gave up and will sell more

Taan not so affected cos he not holding

Learn from this mistake

Xyy mistake is using full margin to buy

It is unfortunate to have same stocklike him

U will be unfortunate if u hv the same stock as him, look at the past few yrss till now, there is no single stock at all time high or uptrend

He is selling canone

Margin call to him

profit is just the number, cash flow is tangible and can be returned

The exchange loss in q1 for the export companies is just depend where the company park the amount , if park under othet operating income or expense, it will hurt the eps, Important is the strong free cash flow which increased net cash from 75m to 88m.

See hoy chan will partner to develop, nxt question is whether where is the new replacement plant and cost to build

The exchange loss in q1 for the export companies is just depend where the company park the amount , if park under othet operating income or expense, it will hurt the eps,

Flb has a choice to report the exchange loss at the comprehensive income and will not affect the eps but flb did not do and purposely put it under other expenses which affect the eps

Xyy will disappear from flb sooner, his stockholding nvr more than 2 yrs, good example in tdm, jtiasa, u will be unlucky if u hold the same company as him, try to avoid pls

His request in agm was not entertained

It wants to kill short term trader like xyy, cos he own too much, want to let her margin blow and use the share buy back from him

The gross margin is still intact, coming qtrs will be significantly better

Already know in advance

If the company announce stock buy back meaning the share price will be low

Attending agm, good one

EPS 12cents

tmr qtr report will be announced

owner acquiring in April

Name DATO WONG KUO HEA
Descriptions(Class & nominal value) Ordinary Shares of RM1.00 each

Details of changes

Currency: Malaysian Ringgit (MYR)


Type of transaction

Date of change

No of securities

Price Transacted (RM)


Acquired

15/04/2016

20,000

5.000


Acquired

15/04/2016

21,400

4.980


Acquired

15/04/2016

10,000

4.970


Acquired

15/04/2016

7,600

4.960

Why taan said lower timber output, but the yr on yr log is higher, anyone can explain?

http://m.economictimes.com/markets/stocks/news/experts-see-higher-demand-in-plywood-laminates-stocks-with-governments-focus-on-low-cost-housing/articleshow/52285252.cms
Plywood doing well in india