According to 2019 Annual Report, Ruberex production of gloves will reach 2 bil by end 2020, as compared to Careplus 10 bil pieces by 2020.

Sold my Ruberex too soon. Careplus 1.40, Ruberex 3.50. Logically Careplus has more room to move.

If not mistaken, simply buying and holding Supermax Call Warrants, e.g; CW 88, can make that amount by buying 20 to 30 lots.It went up almost a ringgit every day. !!

Another way is buying MFCB Call warrant, CH. dropped to below 10 cents, and now at 32 cents, maturing in August.Triple profit.

Despite what people may say, logically thinking, you can make that amount by hoping on Careplus or Top Glove as their coming results will be bullish.

Adventa, without surgical gloves can go limit up ? Ruberex with lower production than Careplus, 1 bil, can reach 3.50.!!,

Careplus only 1.40 with 4.1 bil production !!

In a 11/7/ 2017, AmBank report, quote that Careplus intends to produce 10 bil pieces by 2020.

https://www.theedgemarkets.com/article/careplus-plans-produce-10-billion-gloves-annually-2020

As mentioned Careplus has advantage in South America. Also the last quarter already reported positive eps. Have contacted their Investor relations executive, Ms Aley Lim.

She quotes that in the first quarter result, Company will increase production due to high demand for gloves.

As the cheapest glove producer and higher production than Ruberex, positive that price should catch up with Ruberex, Comfort. !!

Imagine Adventa has no surgical gloves as it is sold to Top Glove, yet can go limit up !!

Ruberex with 1 bil production can touch RM3.!!

So, Careplus with 4.1 bil production, surely can touch RM2 !!

Checked with Company Annual Report, production is 4.1 bil pieces at present.

I believe Rubberex production is lower than Carepls, yet its price is way higher.

However, seems Company intend to produce 10 bil pieces in 2020.

Its cheapest Glove shares, so hopefully can catch up with Ruberex and Comfort.

Thanks PJSeow for confidence. Made some profit from Call Warrant, but sold too early. Anyway, hope interest will spill over to Jaks.

Hope after rights, price will recover to past high as
COD gets nearer.

From a graph, Careplus wants to increase production to 10bil by end of 2020 from current 4bil, increase of 140%.

Have yet to verify this.

Anyway, it is the cheapest glove manufacturer at present, at around RM1.00. Possible to go up to Rm2, with coming quarter result ?

coming result on 29 th May, Thursday, will be a very good one. Price will no doubt go over 6 rgt.

Jaks rights issue is good as it gives 50% discounted price to share holders and free money in the form of Warrants, 1 for 2 rights shares at 40 cents for the rights price. Rights issue by itself can be sold as it is quoted.

recall Malayan Flour rights issue. Those that undertook rights, easily made lots of money.

From Charts, price may go up some more. Call Warrant CH better value at just 1.8% and still more than 2 months to go. Wonder what is the TP now for MFCB. !

Jaks is not loss making. It is profitable. Only thing is the Commissioning of Operation Date of Turbine is delayed. When MFCB releases result, Retailers may consider Jaks as cheaper alternative. Dk66 and OTB is bullish on Jaks and anything below 1.20 is worth it.

Among the Call Warrants, c 47 is better value.

Tomorrow Call Warrant will up more. MFCB has never declared such high dividend for the first quarter !!

Last quarter, their eps was fantastic. This quarter, lagi fantastic ?

will this cause Jaks re-rating ?

timely warning. Nearly bought Gpacket Wb to convert to Mom at 40 cents !! Just 1 day, warrant down by 20 cents !!

definitely good news coming. This can be seen in declaring 6 cents dividend before results out.

Also, various call warrants on uptrend. Call Warrant CH is a good value buy.

User ID is as above. Thanks.

Please kindly add me on this discussion. Notice that MFCB is slowly and quietly on the rise. Quarter report due this end of Month. Thank You, DK66. You have put in great effort to substantiate your analysis.

I believe DK66 has done a lot of good analysing Jaks. At present FD rates are low, at less than 3%. Any projected returns of more than 4 %, represents good returns.

Before the Black Swan, people heavily buying Jaks at Rm1.50. OTB also promoted this share.KYY and OTB have also went to the site. Just look at MFCB to see that Hydro /Coal Powered Plant can give good dividends and capital returns. Though MFCB is expensive at RM5, a cheaper entry is to consider Call Warant CH which at one time touches 17cents and is now only 9 cents.!!

Everyone is entitled to his own opinion. There are some people who says Calvin Tan,-promoting Opcom for National Fiber Plan or 5G phone, and DK 66 is conman. That is factually wrong. They are actually helping investors to make the right decision. Many have gained from their write ups.

Opcom at one time touches more than 70 cents and went below half the price, but is now climbing up and at around 58 cents. Wont be surprised if it strongly rebounds above the price before the Covid 19, Political upheaval and low Crude Oil price triple whammy. !!

Agree, connected with Ventilator. Will be like LKL and Bcmall.

profit taking ? High demand for Ventilators. Scope has potential to be like LKL.

Calvin, are there reasons for the drastic fall of Opcom ? Due to politics ? Thank You.

Like LKL, involved in Medical equipment ?

Continuous buy back. There must be some good news because company is positive on its business to spend cash, around 50 million on this !!

sudden high volume. Something is up.

The fact that Notion managed to get Dyson is a major coup. Also bonus proposal going to be approved soon as already submitted to Bursa.

Will be moving like Jaks. Revenue of 320 million in 2020 is quite a big jump.

Zecon latest results very good. Will post good coming result and overcome resistance

Monday sure up since already submitted to Bursa for approval. !!! Fantastic results soon to be announced, plus bonus issue can be catalyst for re-rating !!

Coming quarter result will be good as they also receive fire insurance claim. Results coming out soon and the date of Bonus entitlement.

Detailed and good sharing . Notion has a lot to catch up with UWC and Dufu whose price has already gone up a lot.

Hidden gem waiting to be discovered as it is way undervalued.

Good potential as Fong siling increased his share holding.

Compared to UWC and Dufu, its PE very much lower. Growth will be higher with new machines and new business.

UWC after bonus, ex -price also went up, so hopefully Notion after bonus, price will also go up.

Refer to blog on Notion, part 2.

At closing, huge number of buyers. UWC after bonus, price up. So Notion with prominent Dyson buyer plus Electronic Brake System and other orders, should be good to buy. Revenue for this year expected to be above 300 million and also receive fire compensation. Bonus coming soon.

Can we sell Perdana Pa ? Is it quoted already ? Can convert to Perdana Mother ? Thks.

Thks for sharing Mr Ooi Teik Bee. Hope Jaks wont be like Heng Yuan.

Calvin, of all the Oil Palm shares, which one has its earnings per share increasing the most compared to others ? TSH ? Teck Guan ?

Remember at one time, someone said JTiasa would be the best. Sime and IOI Corp will gain from higher CPO price, but its number of shareholders is large. FGV has large acreage, but its Palm tree mostly old.

Do comment which would be a better choice as RSawit and Tdm is more speculative as Tdm has a health care side and not 100% Oil Palm.

Thanks for your help.

Bot 1.62 and many call warrants, hopoing for rebound. !! Should price go down, then cut loss or average down.

Both of you are very knowledgable about Insas affairs.

Minority shareholders are always at the losing end, and in this case, warrant holders also!!

True,

many suffered from the share price which hardly moved, even with very strong fundamentals.

Am I right to say that this is the only share that before expiry, selling at half cent, and yet nobody wants them ?

Hoping for price to go up, so get Ang Pau. Tried a few call warrant for leverage !!

Looks like it is holding very well as compared to other shares that goes down after slight rebound.

Chartwise, will rebound as it is holding well. Year end Window dressing also a factor to consider.

Khazanah, Kwap have been buying this share.

Believe that window dressing will happen as its price has dropped a lot.

For those brave enough but have ltd capital, may consider buying a little call warrant. The Premium you pay is still only around 6%.

Lots of Public Trust funds owns PBB shares as their core holdings. The Funds will defend its performance by advancing the share price.

I believe there will be window dressing as its price has dropped a lot. Moreover its popular with foreigners and there will be some inflow of foreign funds into PBB.

Information wise, Call Warrants premum for PBB is very low as compared to other Shares. Check it out.

Insasman, yes, thanks for the sugestion. Cut loss on the warrant, and buy parent. Wait for price to go up, and recover your losses.

If many believe this theory, which is very logical, and should be spread around, then many will buy the mother share as it will go up to RM1 by end Feb. So can recover losses from Warrants !!

Jaks, based on DK66 writing can be a good bet. Remembered that it went up from 80 cents on OTB reco, but after KYY wrote to be cautious, price went down a bit. He lost 50 mil due to forced selling. Lots of investors too lost on Heng Yuan when it fell from 18 rgt to 5 rgt, also can be due to forced selling.

PJSeow also touched on Dayang. True, people got scared when 4 IBs say fair price is 80 cents and many sold. When Dayang fell from 1.40 also people sell to protect capital. From a few lots now left with only the rights share !! I can see that PJSeow is a smart FA investor.

Can Mr Seow share what other shares he owns, besides JAKS if he doesn't mind. Am holding MFCB, but considering to buy Jaks soon at a right price.

I think you are right.

Only thing is - What is the best action that the present warrant holders who bought the warrant at 5 cents or more, should do ?

To pay the exercise price at Rm1, and hope the price will go up later, or lose the capital as its not worth to pay 1 rgt, to get an 80 cents share, which for all you know can languish at below Rm1 for a very long time !!

Fundamentals of Insas is superb. NTA of RM2.50, eps of >10cents, PE <8, DY of 2/80, 2.5%. Some Funds that are smart enough like London Trust, trying to take over iCapital, maybe can buy up and take control, and then break up, sell Inari shares and the Stock Broking, Leasing, etc and he will really gain a lot !!!

Investors like Leno and other Value Investors have been buying lots of Insas as they know it is grossly Under Valued for a long time. Question, many have been asking is - Why is the price of Insas so low, for a very long time. Most recent it touches RM1/- is in 2017 !! A blogger, like KCChong, Alex Lu, Calvin Tan, or others, should do an article on Insas to inform investors of a very Good Buy.

For how long is this situation of 80 cents value, going to last ? Major shareholder is afraid of buying more than 33 % as it will trigger MGO. So, the only way is to convince people to buy the Mother Share as by any count, it is grossly UnderValued, and they will be rewarded in due time. It only takes a little spark to get a fire started, and that little spark could be that someone is taking over Insas !!

Proposal for Win Win Situation for warrant, ord shareholders.

As 888 suggested, create a situation or rumours that Insas shares will go up in price, above RM1 ! How to do that, easy ! If there is wind or suggestion by Insas board that it proposes to reward shareholders by giving Bonus of 1 to 1 and/ or issue new Warrant in ratio of 1 to 2, then Insas price will go up.

Another way, a white knight can buy up to 10 % of share capital by buying outstanding warrants at 0.05 cents and convert to ord shares to convene EGM. Then he can propose the above to Insas board.

Then, when share price just go above RM 1, all outstanding warrant holders will convert to ordinary shares rather than zero warrant value. Company will get lots of cash to offer higher dividends, and white knight will gain as share price will be higher than 1.05 rgt.

Any comments ?

What situation, or possibility in the short time, that can arise to make Insas share price go above RM 1 rgt.?

At least warrant holders can get some value to their holding,say a few cents. !!! Better than tangan kosong !!

Insas warrant going to expire. Conversion price is at a high price of 1 rgt, which Insas cannot achieve unless someone unlocks its value of more than 2 rgt.

Question is why everybody knows it is undervalued and yet Insas's price .cannot go beyond 1 rgt ? Why is this so, is someone manipulating the share price ?

Warrant holders are left high and dry. Cant the board extend the tenure of the warrant ? Cant the Par Value be reduced to 80 sen, so conversion is at 80 cents, at least giving some value to the warrants ?

Wow, what happened ? Just bought yesterday few lots as this share has been moving up without fai! Now either cut loss, or hold. No wonder people not so interested in Bursa, pump and then dumped by speculators.

Kyy mentioned they lost a lot of money. However, as his cost is 80 cents, by right, he did not lose money, unless he meant that his wealth is less as the share price down by 38 cents from 1.71.

hi. You dont buy WC to convert to Mother shares or Mom. You buy for the price gain in percentage compared to the Mother. Mom shares can give dividends, but WC wont be entitled.

Just to digress a bit, today seems tech stocks moving, so better to buy Inari WB, cheaper compared to Mom. You can buy more and gain % more. Looks like TA good.