Haha, when a good fundamental stock falls, all tom, dick and harry will come trying to grab a slice of the pie. Those retards shouting vulgar words all round and spreading rumours who knows are the one who get burnt later on. Don't know should feel happy or sad for them

Who cares if tomorrow is one day show of dropping? Actually Annjoo's drop in earnings for this quarter has been pretty clearly forecasted. Most who wanted to run have done so and might even shifted temporarily to ssteel. It's a good opportunity for ssteel to do some catching up before annjoo restarts its engine next quarter

CaiShenYe, if this quarter EPS -10, i sell all my holdings to you at RM1, nice or not?

It might not be reflected fully tomorrow, but over time you will be able to see the trend

My guts feeling say today might have show.. Not sure though right or wrong

Just worry u have gone mad before it reaches 1.60.. haha, just kidding.. by the way, what's the prospect here?

Smile.. 1.. 2.. 3.. Cheers !!!

Calvin, yes, but you started recommending ssteel in January 2015, far far away from the turnaround in June 2016, exactly 1.5 years later. Did you or did you not realise the severity of the industry's slump when you recommended ssteel in January 2015?

King of quotation, calvin tan.. by the way, you still have not respond to my post in ssteel

Yes Jeff, now your clarification to your original posting which initiated my initial reponse makes more sense to me. I would like to reiterate that I have never owned any or presently holding any of ALCOM stocks. Just that my reply is specifically dedicated to the posting and some similar by few others, not because of me wanted to collect it at a lower price nor due to any grudge to anyone here.

As much as I acknowledge KYY for his success and knowledge and his willingness to share, I have reservation to his ego to admit his mistakes and eating the humble pie. For this, you have earned my respect for being a true gentleman.

I agree to move on. And i agree to disagree at times too. Most of all, I wish that ALCOM will do well too. My personal holding is much in SSTEEL at the moment, in fact have been holding it since last year. So, I shall leave you guys for good here. Have a great time ahead ! Cheers !

Still, i enjoy the exchange of ideas with you. No hard feelings or grudge. Hope the same goes with you. Alcom shall be another good case study for me.

And 1 more thing, you do not own this forum. You do not dictate what can be written here. And you have relentlessly accused me of my ill intention. If you feel good about it, then just continue. Others can judge. There is no need to win the battle but losing the war. Although you may not be the one try to make a gain out of this capital repayment, how sure are you that others won't ?

Well, I have explained very clearly my opinion and stance in my previous comment. Some may not agree but still it is up to the rest to have a fair view of my thoughts. You can flag my comment if you think my comments should be hidden from the view of other readers. It is a norm that once there is some corporate proposal, there will be some parties trying to speculate and gain some quick money. There might also be some newbies who are naive and trust blindly and ended up chasing the stock at unreasonable high prices until the bubble burst. The reason i post is to enable them to view both sides of the coin. So, you need not be too hostile towards me or my comments as if i can cause so much destruction. If other readers think my comments are not reasonable, then they will write it off. I don't have the power to raise the price nor doom it. Still, I will find some time to explain why i deemed the price of rm1.80 ex-date (forget about 2.28) is not really a reasonable price to enter as of this 2 months for your sake although i am not obligated to do so. For long term investors, they may enter maybe after the release of the result to have a better picture on the direction of the company after the capital repayment.

Extract 4:
[So to cut a long story short TP=2.28 will b achievable v quickly once this simple math has SUNK IN!! It really BOGGLES ME WHY PEOPLE R STILL HUNTING AROUND FOR SOME OTHER COUNTERS WHEN THE GOLDEN EGG IS RIGHT B4 YOUR VERY OWN EYES!!!@@@???????
WAKE UP GUYS FOR THIS IS A ONCE IN A LIFETIME OPPORTUNITY REALLY I MEAN IT!!!!]

I am not really against the personal TP of the author as it may only represent his own excitement in sharing his personal expectation of the share price movement but reading the context of the post as a whole in its entirety, I find that it is a sort of promotion of the stock based on its dividend payment and capital repayment.

Although many times disclaimer has been inserted to remind the readers to do their homework, but I find the discussion points in the posting a little misleading. Thus, I started replying. Perhaps, my mistake was not pointing and discussing in detail earlier of the exact reasons I am replying. So, here I am.

Extract 5:
[Anyway this is for sharing purpose. Buy or sell at their own fancy.
Comment is not meant as a recommendation to buy or sell. Use infos only as u see fit]

The above disclaimer sounds to me no different thatn KYY's and other disclaimer which I think is alright but that does not mean that your posting will be warranted against any form constructive criticism or rebuttal.



Having said all the above, if you think that I still have mal intention or whatever personal against you or your ALCOMATES, then it is up to you. And how much it is of your sharing for your own honour or involving conflict of interest, I also do not know. I think it is good to share. But share with a less misleading way or boastful if possible. And do not be too defensive when there is some people who try to provide criticism on your comments.

[To all Alcomates: For sharing:
Do u guys know what baffles me the most. In my previous thread I think I have already shown u guys the simple math on why u should invest in this counter. Let me resummarise for u guys. OPEN UP YOUR EYES N GREY MATTER PLS.
Assume u bought at historical highest price of 2.32. Assume u bought 50k units.
Capital outlay 50000×2.32= Rm 116,000.00
Div payout already 0.205x50000 = Rm10,250.00
at that time when I mention this cls price=Rm 1.70
Use div to purchase again. 10250÷1.7= 6029 shares. Say 6k addnal shares.
So now u have 56k shares.
Hopefully if everything goes well by the 9th august
court approval n entitlement n payment of 32 sen in Sept, you will get
56,000×0.32 = Rm17, 920.00
Therefore all in ( divs + cap repayment) you get
10250+17920= Rm 28,170.00 within a four month period!
ROI = 28170÷11600×100=24.3%. Where in the whole of bursa stocks can u find this kind of returns???
Even if u were to buy today (ex div) your ROI at cls price of 1.75 would be :
.32/1.75x 100=18.3% Still a very good buy is it not??
Search through the whole of bursa stocks that pays u 18.3 sen within a 2 mth period ( i.e.if everything goes smoothly) and the share price is less than Rm 2.00 then u can call me anything u want!!!!
I have tp=2.28 by the 9th august provided everything goes smoothly with the hearing.Even if the price is 2.28 your ROI is still
0.32÷2.28x100= 14% within a 2 mth period (still v v good right???
So to cut a long story short TP=2.28 will b achievable v quickly once this simple math has SUNK IN!! It really BOGGLES ME WHY PEOPLE R STILL HUNTING AROUND FOR SOME OTHER COUNTERS WHEN THE GOLDEN EGG IS RIGHT B4 YOUR VERY OWN EYES!!!@@@???????
WAKE UP GUYS FOR THIS IS A ONCE IN A LIFETIME OPPORTUNITY REALLY I MEAN IT!!!!
Anyway this is for sharing purpose. Buy or sell at their own fancy.
Comment is not meant as a recommendation to buy or sell. Use infos only as u see fit.]

[Jul 20, 2017 09:24 PM

The above comment was the exact posting that first led me to start posting in ALCOM forum.

Extract 1:
[Do u guys know what baffles me the most. In my previous thread I think I have already shown u guys the simple math on why u should invest in this counter. Let me resummarise for u guys. OPEN UP YOUR EYES N GREY MATTER PLS.]

I suppose the word "resummarise" means that all the main points from previous posts are reproduced in a briefer but straight to the point manner. Throughout the whole "summary", I can only read about the attractiveness of dividend payment and capital repayment and not how investing decisions should be based rather on improving fundamental or future growth prospect of the company.


Extract 2:
[Assume u bought at historical highest price of 2.32. Assume u bought 50k units.
Capital outlay 50000×2.32= Rm 116,000.00
Div payout already 0.205x50000 = Rm10,250.00
at that time when I mention this cls price=Rm 1.70
Use div to purchase again. 10250÷1.7= 6029 shares. Say 6k addnal shares.
So now u have 56k shares.
Hopefully if everything goes well by the 9th august
court approval n entitlement n payment of 32 sen in Sept, you will get
56,000×0.32 = Rm17, 920.00
Therefore all in ( divs + cap repayment) you get
10250+17920= Rm 28,170.00 within a four month period!
ROI = 28170÷11600×100=24.3%. Where in the whole of bursa stocks can u find this kind of returns???]

Is capital return a real return on investment? Or is it more of a return of additional capital which is not utilised by the Company or unable to be utilised by the Company in a more efficient and effective manner? If the Company returns the capital, the net assets of the Company will be reduced by the equivalent amount, means that the Company will have lesser assets to utilise to generate future growth for the Company.


Extract 3:
[Search through the whole of bursa stocks that pays u 18.3 sen within a 2 mth period ( i.e.if everything goes smoothly) and the share price is less than Rm 2.00 then u can call me anything u want!!!!
I have tp=2.28 by the 9th august provided everything goes smoothly with the hearing.Even if the price is 2.28 your ROI is still
0.32÷2.28x100= 14% within a 2 mth period (still v v good right???]

Rev Asia Berhad approved special dividend of RM0.44 per share and its highest price for 2017 was RM1.22 on 11 April 2017 (I think the price has not reached this height too even after the proposal, so forget about RM2.00).

How 18 - 8.3 = 54%?

I believe there is no free meal too in this world, just that a lot of people keep promoting as if capital repayment is a free meal which should not be missed. Maybe i am wrong. I think there is chance for the stock to move up with improving fundamental but only after ex-date.

One last trading day next monday before the price heading for ex-date. Any more free meal or free 32 sen? I don't know. Am waiting it

Anyone guessing on forex gain this time?

No matter how bankers push, if it is not supported by fundamental performance, the price won't be able to last long at its peak. We have seen this happening a few times. Trapped are those who chased at peak. If result is similar to last quarter at 0.2 sen or below, you will see that the price will slowly move back towards 30 sen.

Gain on return alone of 200k is not meaningful if based on capital of 5m. But if based on capital of 200k then it is wonderful. Anyhow, recent quarter result is not too impressive compared to previous quarter. Depends whether there is still room for growth to support its continued price uptrend

Agree. And i believe that with the right attitude and skills, even a person as pauper as me can make it big with time.

If only people start to understand the power of compounding return on capital, then they will realise the potential of a consistent 30 - 40% return over the span of 20 years. I bet most don't

On the other end, i think credit should really be given to leoting and few others for being spot on in identifying the potential of uptrend in the steel industry, particularly long steel. Although i only started noticing leoting's blog posts after i bought into ssteel based on its improving fundamentals, he is really convincing in providing those affirmative information which is not easily available as an ordinary fa investor and i thanked him for that

As for calvintaneng, the day you posted your recommendation on 2 jan 2015, ssteel price was around rm1.10. It was on a downtrend until the price slumped to as low as around rm0.70 in march 2016, equivalent to almost 40% loss. I don't know who will ever hold a stock for 40% paper loss without cutting loss with everyday have to hope for the price to turnaround. If i am your follower that time, i think i would have jumped down the bridge. You are more like writing a hundred of posts, when the price really jacked up then came out to claim credit. Maybe i should start to highlight a few stocks too hoping one day i can find some followers hoping they wont jump down the bridge

I personally hope that it will cross rm3 by this year end too with some help from the exceptional good performance in q3 and a sustainable high asp coupled with reasonable cos and robust demand. Even if it is just rm2.40, i think a 100% return for a year isn't too bad a return.. hahaha.. letz celebrate together coming this year end

it is possible to hit 3.50 if next and subsequent quarters show promising performance. but i think the price might only hit rm2.50 - 2.80 by end of this year

Actually the author of the article only has ONE aim. That is to lure unsuspecting and naive investors, probably with greed and impatience to buy in at higher price and dumb dumb hold all the way up while they realise the profit

Hello, other companies consistently earn rm2 eps. How many years you think heng yuan can achieve rm2? Or is it even possible this year?

When price retreat then say lucky didn't buy.. when price surge, then say have better options, price sure will fall soon.. haha

I think operation wise, aax will do better if not the best. But i am really concern about the pricing which affects the total revenue based on past history and current competitive environment

Unless netx really not interested to develop the system, otherwise they will need the rm20m. This is when the management integrity comes into question

And to regross the 90% of rm0.04 is rm0.044

To certain extent, Pavillion is right. But Netx has stated that they need RM20m to develop its payment system. So the price needed to raise rm20m given max subscription scenario of 500m shares is rm0.04

I dont think annjoo will move down that much, there is institution support

mrcibaii will thank you for selling at 1.79 because he might be the one who collected from you

If u really wanna dump 10000 lots for charity, please do it in a systematic way to ensure that the market really afraid, otherwise i worry they will catch you offguard and eat away all your discounted stocks

Nowadays, everyone keep using the word "bankers" as if bankers are too free everywhere

You want us to buy so that you can exit?

Boring lo Investingold, keep promoting anzo.. 100% in 1 month.. if i follow your buy call 1 week ago, don't know how much i have lost..

By the way, kenanga mentioned that 1st support level is at 1.75 and 2nd support is at 1.67. So please make sure that monday blast all the way down and doesn't recover to 1.67 by end of the day. Because kenanga mentioned that the downtrend will be shortlived. I worry other people will grab at bargain price. I better get some fd ready too

Of course they can sleep well. Those who can't sleep well are those punting and trapped in this counter

Monday is T 3, maybe is your last opportunity to collect. So make sure you dump enough to scare the market, ok?

Hi mrcibaiii, other opportunist still waiting for your charity 10000 lots @ 1.65.. Walk your talk, ok? Don't wait till monday or tuesday when it reaches that price only you come out bla bla bla..

Yeah la, you all wait for 2000 lots @ 1.65 this afternoon. Don't try to grab the stock on offer at current price ya

mrcibaii, u might as well throw 10000 lots at least to do charity so that others can pick up at huge discount. For me, i have enough already. Thanks for the offer

I also like you, mrcibaii.. at least we can make the time passing by faster for others by providing some entertainment in current downtrend environment..haha

Sometimes it takes 1 step back to move to steps forward

I personally think 1.60 is possible given the current sentiment but there is nothing to worry for me at least

Price will continue to fall gradually in short term but to a certain extent where it is consider a bargain buy then u will see someone sweep it up