Volume is picking up very very soon...

Let's not forget that Asiabio currently holds 195M shares in Focus, acquired under an average price of < 7-8 cts. Current matket value dtands at MYR.41.1M...subtracting the cost of acquisiton, profit stands at MYR 30M.

If Focus continue on the upside to 40 cts, the stake will eventually worth MYR 60M... that's a huge investment return !! 8)

Stay tuned on the announcements...on whicn fund is jooning the Halal party :)

Cheers !!

Asiabio has just ventured into a MOU with Hong Kong and China companies to venture into the development of halal foodstuff and products, i.e. A partnership to produce and export halal-certified food products to the global marketplace.

This is part of the OBOR China Initiative with the support of the Malaysian and Chinese governments..

Hence, is it imminent to see the emergence of a prominent bumiputra fund or GLC as shareholder/partner soon?? Stay tuned... :)

To recap: PRG - FELCRA tie up (http://www.thesundaily.my/news/2017/04/17/prg-explore-china’s-halal-market-felcra-products).

The Halal Market:
How much is the Halal market worth? A whopping USD 3.7 trillion market...!!
http://nations-emergentes.org/wp-content/uploads/2016/02/Les-produits-halal-une-tendance-nouvelle.pdf

Quote :
“This MoU initiates the group’s role in China’s One Belt, One Road (Obor), with ABC taking the incubation initiative to spearhead a long-term strategic cooperation between Malaysia and China on the globalised development of halal foodstuff and products.

“China’s Obor initiative aims to see 65 countries spanning Africa, Asia and Europe being linked by land and by sea for trade and investment.

“The Obor initiative aims to serve as the main conduit to boost the global economy,” said ABC. In conjunction with the above initiative, this MoU signifies our intention to respond to this call by building the physical support and infrastructure for a halal food and product hub first, in China.

“ABC will act as the international halal-certified food product channelling centre and regulator liason body for food product development and quality throughout China.”

Read more at http://www.thestar.com.my/business/business-news/2017/06/06/asiabio-unit-in-tieup-with-hong-kong-and-china-companies/#vAoexmqS6Eq3otTX.99

Good Luck forumers!! Cheers..!!

This counter looks like in the accumulation mode..

The time when 'they' decide to buy in....small undervalued counters!!
http://www.valuecap.com.my/corporate-overview/who-we-are

Facts:
http://www.thestar.com.my/business/business-news/2017/03/30/local-funds-to-the-fore/

cheers...

Accumulation begins...

Hope Vsolar management can reap the billions through the effort of MIDA..:)

Cheers..

The growth of renewable solar energy sector in Malaysia is justified...

http://www.mida.gov.my/home/3532/news/malaysia-well-positioned-to-attract-more-solar-investments/

http://www.bursamarketplace.com/mkt/themarket/stock/KYAC/ownership

Fitness market is a market worth billions...in any case, let see what Khazanah wants to do!! :)

Facts:
MIDA attracted seven solar manufacturing projects and 83 renewable energy projects in the solar industry for 2016, worth RM1.77 billion and RM650 million.

For VSolar, it all depends on the issue price for the rights shares. If the company manages it the right way and capitalizes on the solar industry growth...they could eventually acquire substantial amount of capital to initiate solar energy projects. It has to be the right price...too low means insufficient working capital and CAPEX for solar projects. In the form of PPA, this could generate recurring income for at least 10 - 15 years...perhaps they could also eventually draw in capable Chinese PV investors. They are definitely the experts..:)

Can VSolar get to consume this huge chunk of the pie? Unless something is brewing...or else, competitors will end up as the major benefits..

This counter used to be a gem a few years back..then skydived and nowhere to be seen..sigh! At least they are smart to move into the renewable energy sector...

Present:
Solar power is taking Malaysia by storm these days..and renewable solar energy has now become a hot theme within Malaysia's energy industry.

MIDA will be revealing the M'sian PV roadmap 2030 this year and companies with Solar PV exposure is expected to gain handsomely from such an initiative...

There could be a paradigm shift into solar energy related counters soon!! (Thrive 0118 sudah jalan...sekarang maybe Scomi...which counter is next??)

http://www.thestar.com.my/business/business-news/2017/03/15/mida-malaysia-to-benefit-from-growing-solar-power-industry/

As quoted from WSJ..
http://quotes.wsj.com/MY/XKLS/NICORP/company-people/executive-profile/86348163

Upside gaining momentum...disposal will induce positive cashflow for the group for new possible business ventures with MITI.

8wpwtmt8, the warrants carry a conversion price of 20 cts. When the underlying shares reaches the optimum value, the warrant will eventually self beautify..:)

When comparing with WA from other counters, this one seems to be lacking in premium for now...let's see whether it will ''self beautify'' later on. For now, it seems undervalued...

cheers..:)

newstrader, so no correlation at all apart from being companies from the same region??

Ohhh...I see...:)

Might be ripe for a short correction...take care!!

My estimate is that the ordinary resolution for the EGM will be approved next Friday!!

If this pulls through, the group should look forward to better prospects in the near future!! If MITI discussion can prevail...:)

cheers..

DGSB will always depend on Omesti. If they are willing to dispose a little bit more of their stake...there could be some light at the end of the tunnel.

For now, let's wait for the whale...'Sharks' are scary... Whales attract visitors...:)

Let's see what is up!!

cheers..

Up or down, I don't believe anyone here can 'definitely' make the call...

11 cts is only for illustration purposes..any by no means this becomes definite. As clearly stated in the new listings announcement, the pricing is progressive....which in the end will depend on the final VWAP of the underlying share.

What I am wondering is whether there are any connections between 5069 and 0118...one from Kulim and the other from Sg. Petani. Any information to share forumers?

cheers..

Not an inducement to buy nor sell...just info sharing!!

cheers..

Not an inducement to buy nor sell...just info sharing!!

cheers..

Just some minor information to share (from announcements)..

https://klse.i3investor.com/servlets/stk/annchsh/8338.jsp

http://vxlgroup.com/face/history.html

1) EPS arising from the disposal of HCM is around 5.5 cts? (Can't remember the exact value..)
2) The Group is currently seeking new business ventures and is currently in discussion with MITI on new business opportunities related to the automotive industry...

You will be able to obtain these information in their most recent announcement. In any case, we will have to wait for the EGM next Friday, 31st March 2017.

Cheers..

And only a 'portion' disposal...some here say sailang, sell underwear, sell house, buy in all, buy more, add more, will sailang even more...sigh..

If retailers are so 'potent', there won't be a 5 cts drop last Friday !! Are retailers so potent of coughing up RM 120 million for this block of shares? (Oh, that's RM 42 million last friday assuming 100M shares @ 42 cts / share..)

NO BIG DEAL with the rumoured Censof share disposal..right? It's just realizing the material gain from 'paper' gain...

cheers!

This company was very badly managed by some individuals in the past...now that they are gone and the helm taken over by Peri Resources Holding under Tuan Hj. Norzain,

In May 2016 (before the deal was even announced), this project involving AJ Group was awarded to Versatile Creative (4995) by OMSB. (http://www.shareinvestor.com/fundamental/factsheet.html?counter=4995.MY).

Facts on AJ Group: AJ Pharma Holding S/B is a dedicated healthcare investment company established by the AlJOMAIH GROUP (Top 10 conglomerate from the Kingdom of Saudi Arabia).
-> http://www.ajpharmaholding.com/index.php/our-business-and-leadership/about-aj-pharma-holding

If they are able to manage this right, there's more to come...:)

cheers!

1) The 'Seller' is a substantial holder of the company with quite a substantial block of shares..

2) The 'Seller' DOES NOT hold any warrants.

3) It is reasonable for this 'Seller' to realize the gain after the initial investment dating a couple of years back.

4) It is reasonable that this 'Seller', after the disposal of a portion of shares might be able to reward shareholders, working capital utilization or loan repayment...(no idea how the funds are gonna be used).

Assuming a block of 100M shares @ 42 cts, that equates to RM 42 million.

Try to guess out this 'Seller'...it's obvious isn't it!! (if my hypothesis is true)...

Good Luck ya all..!!

Cheers,
newklear :)

The 'Right' thing at the 'Right' timing and we will witness the 'Right' price !!

Rahza, yes...just buy and keep!! And you will have to adhere to this.. promise??

1) Another 3.5M by FNS Avenue...total, 42M (15%) by the Leong's

2) 32M ESOS, 31M exercised...

3) Next?? 1M ESOS??

:)

If you think it will go Holland, then SELL...

If you think it will rocket up into space, then HOLD..

Why fight?

YOLOOOO, some may say that profit sharing from Dnex is true bla bla bla...but in fact, it is now only an associate company. Not subsidiary anymore...

But then, how much are the 300M DNex shares worth now? Initial investment in 2013 was less than 70M...bridging loan for the subscription of DNex rights with warrants have already or nearly been repaid..so what's next??

Remember the NSW for Censof...this is the cash cow for now!!

As I have said many times, NO CONTRA !!

Anytime now...:)

Censof-wa went up so high because the shares issued was small...buyers overwhelmed sellers!!

kytan, you are right !!

I bought censof-wa @ 5.5 cts (800k shares and still holding..)
censof-wb @ 5.5 - 6.5 cts (within the past 2 mths - 1.6M shares and still holding)..if it continues uptrend, I will consider a conversion of warrants to mother share...

Shares issued:
Censof - 501.7M
Censof-wa - 29.495M
Censof - wb - 111.4M

DNex - 1.735 billion
DNex-wd - 711.4M

cheers..

kytan, are you aware that Censof and DNex are interlinked?

Censof is currently sitting on 304M DNex shares...total worth now is about RM121 million. Financial gain from this shareholding is around 60% (based on the current DNex price of RM 0.41). (I need to read the reports again..)

Earnings Per Share is very high @ 11.49 cts, so PE ratio is only 3.56...when compared against MYEG or DSONIC...(41.3 & 25)

Conclusion, if DNex continues uptrend to reach higher PE ratios, Censof will eventually move up...

Conversion price for both Censof warrants is at RM0.46...Censof-wa is expiring in July 2017. If the underlying moves above RM 0.46...we should witness some shares conversion. Shares issued for wa is only 29.495M while Censof-wb is 111.4M...

Cheers..

Is DNEX fully valued? The point is that PE ratio, i.e. Price/EPS = 0.41/0.1149 = 3.56 (5.38 from stockbroking house).

A modest PE ratio assumption of PE ratio of 8 => 8 x 11.49 cts = 92 cts??

Compare with MYEG, PE ratio is 41.3 & DSONIC is at 25...

This is why there is such an interest and activity from institutional investors..

Are we going to witness EPF or other foreign hedge funds emerging as substantial shareholders? The coming weeks will be interesting...:)

P/E ratio at 41cts/11.49cts == 3.56 (5.38 from stockbroking hse)? Is this just too low for these type of counters?

Is it a possibility to see EPF emerge as a substantiantial shareholder soon? Fingers crossed...:)

CENSOF IS A SUBSTANTIAL SHAREHOLDER OF DNEX @ 17.9% (304 MILLION SHARES).

THE INVESTMENT IS NOW WORTH RM 121 MILLION (55-60% profit margin)...

That is why we see this run up...Dnex - Censof are interlinked.. (it could be a possibility that EPF just bought into DNEX...maybe?)

Good Luck guys!!

KEYWORDS: TANDOP HOTEL, MR. LOW WEY HENG

"Najib Witnesses Document Exchange Worth RM1.3 Billion In Northern Corridor"

http://www.themalaysiantimes.com.my/najib-witnesses-document-exchange-worth-rm1-3-billion-in-northern-corridor/

Cheers...

Again...

KEYWORD: CONGLOMERATE !! (That's what I can say...)

Good Luck !!

cheers..:)

Did you guys notice the trading patterns the past three weeks?

1) It is quite evident that some institutional investors are trying to push up the price (before disposing)...while 'another' has been selling down.

Normally, we should be able to witness an upside (short term) when an institutional investor begins disposing...this is what you call sell high!! They will push up the price before disposing..However, if selling continues, then we will witness a downtrend...

In the current situation, Kop. FELDA has been disposing huge amount of shares...even if KWAP tries to acquire shares, it will still amount to a negative NETT disposal.

Remember, you still call warrant issuers...think a bit!! Are they playing a role in jacking up or pushing down the price??

Good Luck guys !! (I wouldn't go in if I were you...)

POsted in STERPRO page..

--> Posted by newklear > Feb 17, 2017 06:56 PM | Report Abuse X

Forumers,

DULY BE reminded that CONTRA is to be avoided for this counter. There are TWO (2) BIG WHALES eyeing this company, ONE being involved in retail and property, i.e. A Conglomerate?? :) (for you all to guess it out this weekend).

AS FOR THE TWO (2) BIG WHALES, the answer 'WHO' will be out soon...so, just stay tuned.

During the past 2 weeks, 2 significant events just happened...

1) What is the rationale of acquiring a substantially large amount of warrants to the tune of RM 0.125?? The exercise price is RM 0.48...
--> A REAL corporate deal is 'BREWING'??...RTO in the cards?

2) ESOS option - 32M shares @ 16 cts. At present, 19.5M new shares issued...remaining 12.5M shares!!

Rahza, TP 23, 25, 30 cts?? Sure?? It it more understandable when it begins with AT LEAST a '5x' when it involves a conglomerate?...:)

This is not an inducement to buy or sell shares...trade wisely forumers. Slowly and steady...AVOID CONTRA!!

Good luck and cheers,
NK

Guys,

Still looking at this DGSB?? You guys are really determined...

Instead, look at this..25th January 2017.

UMW is gone!! Habis!! Tamat !!

DGSB belum datang....tadak ikan paus besar!!

So?? (See below)..

Posted by newklear > Jan 25, 2017 03:46 PM | Report Abuse X

Guy, NO CONTRA...it's very dynamic. Pick up and you will never lose...

So far, NO VROOM YET...not enough sellers yet. Omesti will have to start disposing in blocks of 15-20 million shares...then you will enjoy a hypersonic rise into space:)

Tips: Saw UMW these days? Maybe you should check it out..another one YFG.

Good Luck forumers..

Cheers,
NK

Forumers,

DULY BE reminded that CONTRA is to be avoided for this counter. There are TWO (2) BIG WHALES eyeing this company, ONE being involved in retail and property, i.e. A Conglomerate?? :) (for you all to guess it out this weekend).

AS FOR THE TWO (2) BIG WHALES, the answer 'WHO' will be out soon...so, just stay tuned.

During the past 2 weeks, 2 significant events just happened...

1) What is the rationale of acquiring a substantially large amount of warrants to the tune of RM 0.125?? The exercise price is RM 0.48...
--> A REAL corporate deal is 'BREWING'??...RTO in the cards?

2) ESOS option - 32M shares @ 16 cts. At present, 19.5M new shares issued...remaining 12.5M shares!!

Rahza, TP 23, 25, 30 cts?? Sure?? It it more understandable when it begins with AT LEAST a '5x' when it involves a conglomerate?...:)

This is not an inducement to buy or sell shares...trade wisely forumers. Slowly and steady...AVOID CONTRA!!

Good luck and cheers,
NK

@BabyTA, not enough....'THEY WANT MORE'!!

20M SHARES...1 ct profit = 200k...WHALES ARE NOT INTERESTED IN THIS..

I am off to the Maldives for some sun...cheers!

NK

Guy, NO CONTRA...it's very dynamic. Pick up and you will never lose...

So far, NO VROOM YET...not enough sellers yet. Omesti will have to start disposing in blocks of 15-20 million shares...then you will enjoy a hypersonic rise into space:)

Tips: Saw UMW these days? Maybe you should check it out..another one YFG.

Good Luck forumers..

Cheers,
NK

Ohhh yes, I forgot...

Avoid CONTRA!! Good Luck forumers..

cheers,
NK :)

Forumers,

Becareful...these days Sharks are a plenty, scouting for opportunities. Listen listen...Blue Whales doesn't kill, Sharks do !!

Now for DGSB, a potential cash cow? Some in-depth thoughts...

1) Why some here would think that DGSB will run up after the upliftment from GN3? DGSB is unlike MEGASUN (0081) in April, 2014 you know...

2) This company has 'some' sort of political connections as some of you might have already known. So, the question is: A GE this year? And if there is going to be one, what do you think will happen? Common sense will tell you...

3) Nearly 55% of the shares amounting to more than 740M shares belong to Omesti (9008). There is no way there will be a run up if Omesti is NOT GOING to BEGIN disposing small stakes of at least 15 - 20M in blocks at the right price...'THEY - SOMEONE' needs a sizeable chunk of shares !!!

4) No sizeable movement in the price and volume for Omesti as yet (10M volume should trigger some activity). These two counters are interlinked...Omesti rally, DGSB will follow!! The value of the shareholding will top 119M if DGSB's share price is @ 16 cts.

Conclusion: Omesti will only be sitting on this chunk of 'invaluable securities' if they don't act soon!!

For some, they claimed GAME OVER!! For those 'SAVVY + SMART' aka 'THEM', this is now just a true beginning..sometimes, it takes two to know what's going on and what type of 'catalyst' THEY are using 'brew' some niche tasty beer. When they strike...they do strike..40 cts, 50 cts, 60 or...??

Let's just use keywords: Paper Pulp,immense potential,cash cow,highly loaded 'individuals'..oops! Talking too much...

If you wanna sell or buy, you may do so at your own discretion..definitely not a contra counter.

Trust and patience WILL be rewarded in return!!

Good Luck forumers!! Have fun...

Cheers,
NK
22:26 ZRH local time

Hi Mags,

I would really like to comment on your intelligence actually. I am truly and extremely amazed with your intelligence....

Do you know what I mean? Do you actually get what I mean when I talk about your intelligence??

Hmm, let me enlighten you a bit on this...no offense!!

Idiots will think Antarctica is up North...if you cannot differentiate between the Arctic and Antarctica, I don't see how you could freeze your balls off :)

Polar bears live in the Arctic and Penguins are from Antarctica. The penguins can survive peacefully in Antarctica because there ain't any polar bears there....got it??

The North Pole is currently being populated...Mr. dumbo!!

My sincere apologies to you if you believe I was not being kind...but an action will always trigger a reaction.

Thank you!!

Kind regards,
NK :)
P.S. By the way, learn some English..Antarctica is Antarctica and NOT ANTARTICA !! You are missing a 'C'...Cool !!!!!

Dear Forumers,

I believe there should be some patience when it comes to investing, especially with this counter BHS Industries.

Every action induces a reaction…as what you observed in the ‘minor share price run up during the past day’. Such an interest in this counter can only be explained through the followings, i.e. i) Entry of new interested investors/shareholders or ii) An attempt amounting to a stake increase by current shareholders.

The questions now lie within the four ‘W’s, i.e. What, Why, When and Who? Now if you scrutinize the disclosures carefully, you will understand that the company is now venturing into a diversification exercise ‘Paper pulp technology’. More specifically, utilization and sub-licensing of paper pulp making technology, manufacturing of renewable paper pulp products generated from EMPTY FRUIT BUNCHES using the pre-conditioning refiner chemical recycled bleached mechanized pulp technology and related activities.

1) What?
The use of the patented ‘Green technology’ (PRC RBMP technology) !!
- Problem : 400 palm oil mills, biomass organic waste (Empty Fruit Bunch), landfills, methane emissions (a green house gaswith extremely high global warming potential), environmental degradation.
- Solution : National Green Policy Technology to accelerate national economy and promote sustainable development. Ventures into applications of oil palm biomass products in the pulp and paper industry receives heavy government support and promotion.

2) Why?
- Our global forest reserves are dwindling substantially. Bleached hardwood from South America are fetching USD 640-660/ton. With the currently depreciating currency, cost overrun is imminent (especially for BHS). The production of pulp and paper from EFB is highly favorable for paper making with high durability and quality comparable to natural hardwood fiber. In 2014, pulp/paper/paperboard production amounted to 3.1 million tons. Imports? RM 5.7 billion for the year 2014…
- With this current technology, the raw material cost for BHS can be dramatically reduced. Not amounting to this, production from subsequent plants for exports? The market pie? RM 3.0 billion as of 2014...

3) When?
Fund raising completed. On 3rd June 2015, proposed pulp production line acquisition. After diversification (in the medium term), renewable paper pulp products is expected to contribute > 25% of group profit (of course ‘someone’ foresees a range of optimistic range of approx.. 40-60%). This additional stream of income/profit will reduce the group’s reliance on existing core business and better return to shareholders.

4) Who?
With the strong financial backing of FELDA, MARA and Dato’ Lim’s expertise, be sure that ‘some’ other individuals/funds are beginning to show interest with the company. It is only a matter of time (of course price valuations will always trade forward) and you shall know ‘who joins who and who partners who’. A gemstone or a rock in a pitch black cave? We shall know soon….:) Is this company still worth < 40cts?

Well, a little patience will bring you great rewards…

Cheers,
NK :)
ZRH local time : 23h06m

This counter is NOT WORTH what you and I see today. And 'THEY' know it...'THEY' = NEW + CURRENT INVESTORS !!

I foresee this counter rising back to its glory days of AT LEAST 70 cts because of the tremendous opportunities coming its way. This counter is significantly undervalued !! Mark my words...

Good Luck guys!! Cheers and Enjoy...:)

P.S. Not a Buy or Sell call. Cheers !!

NK

The number of best sell shares are just too minimal..only 5% of the total issued shares. Hope the directors or sub-shareholders can sell up some shares for new shareholders to buy into the group...new shareholders, new white knights, new heights!!

There is high value in the company. Group NTA/share is currently at 9 cts. Private placement upon approval should be valued at least 16-18 cts given the future earning prospects of this counter. 10% private placement without warrants conversion @18cts will bring in RM 7M in new funding...

Insiders/Shareholders have to free up some shares!!!

The number of best sell shares are just too minimal..only 5% of the total issued shares. Hope the directors or sub-shareholders can sell up some shares for new shareholders to buy into the group...new shareholders, new white knights, new heights!!

There is high value in the company. Group NTA/share is currently at 9 cts. Private placement upon approval should be valued at least 16-18 cts given the future earning prospects of this counter. 10% private placement without warrants conversion @18cts will bring in RM 7M in new funding...

Insiders/Shareholders have to free up some shares!!!