RocketRider, for airlines, normally we refer to Brent + USD20.

It will go up towards end of nov. Stay focus.

Now that's complicated if what Najib said is true.

shareking1, put warrants???????????????

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Jon Choivo is brilliant.

I wonder why there are still people supporting thieves. They supported ah Jib and now the communist regime??

In fact XJP is surrendering due to too many Chinese companies cry dad cry mom. (the past 6 months the Communist has been trying to expropriate largest companies, really scary). XJP already made a phone call to Trump and said he will compromise. China already ordered measures to protect intellectual property. In the coming meeting, China will show more bona fide. The trade war is already ending. Many thanks to Trump, he has just made Chinese more civilize.

scotthong, got everything wrong how to support?

Don't just blindly tembak. You must be very accurate to influence other people.

anticonman, because nobody wants to waste time!!!! Ok, ok, i will be nice! Because EPF buy, sell, buy, sell, all the time. When you read information, you should read all of it. The conclusion so far in this forum is because EPF have different managers take care of their money, so one may have different opinion on one stock from another manager, also managers may have to balance between different targets.

Sardin i. They say they operate 106 aircrafts only (in the books of MAA) . ii. depreciation. iii. Some are leased aircrafts. iv. Some carries in the books of subsidiaries. v. Airasia bought those planes much cheaper than others because of negotiation skill and volume. ETC ETC. But you are right on one thing, its a small sum compare to the size of the fleet. That's why Airasia is selling AAC to monetize the assets.

Sardin, some say the actual purchase price is only 50% of the list price. Maybe actual purchase price is only USD50m / plane. If you look at AAC, they sell 84 planes (correct me) and some engines for 1185m USD. So on average only 10-15m USD per plane. Airasia says they could book about RM1b profit (couldn't recall the actual number).

A lot of investors are slower in news digestion, in their mind is still RM20/40 thing. They haven't noticed oil is down and AAC is almost done.

Just wait, it will come.

Buy more.

Buy more tomorrow. Gogogo!!! Huat lah!!!!

Correct me if i am wrong.

1. The bulk of AAC sale proceeds were received from 29/6/18 onwards. Now there are 5 more aircrafts left to be transferred to Incline B.
2. The special dividend shouldn't be 91 sen in my opinion, it should be way more than that, but it depends on the board also. Previously TF already said all proceeds to be disbursed as special dividend. We all know he always overpromise though.
The gross proceeds should be (in USD):
1185m - 50m (FLY shares, non-cash) - 14.5 m subscribed to Incline B = 1120.5m.
plus 60m from sale of expedia
Total 1180.5m USD. @ 4.15 = RM4816.075m. That's RM4.8b!!!!!!!
NOSH is 3342m. So, that's RM1.44 per share.
3. I expect Q3 result to be poor. But who cares?? The economy starts to recover and oil is going down. (and Airasia got 7b cash in its bank)
4. Also please be reminded when Airasia sells the planes, the debts is gone together with the planes. So now gearing is super low.
5. Asset light, got lots of cash and very little debts.
6. TF and MK can get RM1.6b, pays off 1b from bank loan, still got 600m mah. 億億聲！
Terus retire......

Joan,

I think any time between release of Q3 and Q4. Given there has been long wait, even if they haven't received all the money (and complete the transaction), they should just declare (after all TF and MK are bearing high interest). But they might do it in Q4.

Joan, repost:

Dividend wise, I think it is highly likely Airasia will declare a final dividend. So dividend yield could be more than 8%, which is really really high.

AAC is sold to three parties, I think two completed, except Incline B. I think there are 5 aircrafts remaining. Anyway, much of the cash proceeds received in Q3, so Airasia has cash of 6b. Amazing!!!!

Disruptive innovation will move industry forward.

Now we are looking at laying percentage beyond 100% (way beyond). Years ago, breeders were adjusting the lighting hours to 23 to influence the bio clock of hens, wonder how it turns out to be.

Companies like LayHong has long time to catch up.

Will Airasia be affected? of course! The average fare is only RM172. plus plus you get RM217.

But if Airasia declare final dividend, then yield will be more than 8%. If there is a special dividend, then share price will be RM4-6.

They are silly all the time. You lose if you are serious, lol!

As everybody knows (hehe), I am very chun in speculating Airasia. That includes i sold off two weeks before 8501 crash, last feb i bought 2.06 and sold off 4.50, last wave also I bought 3.16, after dividend of 0.12, i sold off 3.69.

Guys, time to fly.

Dividend wise, I think it is highly likely Airasia will declare a final dividend. So dividend yield could be more than 8%, which is really really high.

AAC is sold to three parties, I think two completed, except Incline B. I think it is 5 aircrafts remaining. Anyway, much of the cash proceeds received in Q3, so Airasia has cash of 6b. Amazing!!!!

The RM20/40 will have a bigger impact to Airasia than others. Imagine average price of tickets risen from RM180 to RM200!! Only a small portion of Airasia's flight are international though.

Sad for AAX. AAX will erase earlier gain next week.

This is a weaker year for Airasia. However, the ordinary dividend will keep share price above RM3 in a short period of time. Assume EPS of 40 cents, 50% payout will make the share flies.

Flies, flies, flies!!!! Today got 3 flies, let it went back to nature. lol!

假博士陰魂不散。

Oil down.

People thinks special dividend may be announced end of month when QR released.

I bought some yesterday (so now 100% in airasia, lol). But i will sell end of month. The reason being people think special dividend around the corner, but in fact it won't be so soon. Always delay one.

Oil price was so bullish just a moment ago, almost no one remembers Shale and huge supply coming on line. Now seems going back down.....down.....down.....

Oil price will save Airasia. Next year will be a good year.

Apparently AAC still have a few planes not transfer to FLY, if I read the announcements correctly.

Anyway, its close to finalise. I would think the actual payment will be some time next year. Not so soon.

I bought some. But I will likely sell end of month before the result.

Run! Yap has no fook so his share price won't rise, Kuan Kong also won't allow share price to rise.

We must insist that the account information of fake Aabar was provided by IPIC. 1MDB then would have no knowledge of whether fake Aabar was a subsidiary of IPIC or not. Then all money paid to fake Aabar can be considered paid to IPIC.

Note that the actual transactions took place much earlier than IPIC claiming not receiving any money from 1MDB. Why IPIC suddenly notice 1MDB haven't pay them after 2 years or so?

聊些大家知道與不知道的東西。

亞航的很多政策不錯，但也有很多政策是錯誤的。
一、錯誤的政策比如說油價高的時候拚命買期貨，油價低的時候就只買一點。
二、東尼習慣亂吹。東尼的前老闆布蘭森其中一句座右銘：underpromise, overdeliver。東尼就十有八九overpromise, underdeliver。
三、其實只有馬來西亞業務是真的賺錢，其它國家的業務乏善可陳。為什麼只有馬來西亞的業務賺錢？因為馬航實在太弱了。
四、亞航已經開始嚴重不務正業了，已經很久沒有出現本業創新了。因為不能創新，所以去顛覆其他人的行業。（其實東尼的為人一向如此）所謂數碼航空其實一點都不數碼，可以預見將來要投入大筆的金錢等待注銷了。
五、亞航的開銷比銷售成長得快得多，一家不嚴格控制成本的廉航出現問題是遲早的。
不說了，又不關我事！

說得很好。消費稅已經讓人民苦熬三年，許多生意都已經油盡燈枯，新政府幾個月的空白期，更是壓倒駱駝的最後一棵大樹。大馬危矣！

The rakyat always right.

Thank you, savemalaysia.

Elon Musk: If you focus on small problems, you'll solve small problems. If you focus on big problems, you'll solve big problems.

The warrant exercise price is RM0.40. Say the director sell on average 0.25. If you are optimistic, then the director might think it will not be exceeding 0.65 by 2021. If you are pessimistic, then the director might think it will not be exceeding 0.40....

OMGOMG, look at the share price, something has happened, some people knows why and some people doesn't. I am telling you what happened (according to my research).

Nobody has a clue exactly what is the cause of the problem, because operators cleaned up their own mess, also the government is late to arrive at the scene. Officially there are about 10 positive cases scattered around a wide area, and its confirmed H5N1 strain (low pathogenic). (nobody talks about this formally except the medical official said they have enough TAMIFLU for H5N1 epidermic).

But this was two months ago. The director is selling aggressively signals there could be other problems. (think about this, why don't they sell at one go if there was only one problem).

OMGOMG, yes.

I wonder Herbert Chua and his investors friends are selling? If they are selling then it must be really pity.

Maybe his real identity is finally reviewed, got so many people hate him, so what would they do?

Seriously, every master in Investment would have advice you to check first, if fundamental still sound, buy more.

But this does not apply to those already sailanged lah.

You know Sabah has the highest egg price? and every other things also the most expensive. Operators enjoy high margin that's why they keep expanding. But since the bird flu, a few major operators were being affected. The only exception is QL. (see the luck and wisdom of QL management?).

But this happen like two months ago. The landscape must be different now.

You know what makes a share rise? Hope!!!!

OMGOMG, no high impairment. It will only "translate" into lower average egg price and higher (average) feed price. It has always been the case, hidden in the numbers.

Out of curiosity (and also the threat), i called a worker yesterday. He says now they have resume operation. 1 kandang layers and 2 kandang broilers.

Personally I think its too risky at this stage to resume operation. As i share before, i think it was a major outbreak, luckily the operators and government act fast.

I admire the management's ability to make bold decisions and ability to mobilize workers. Its not that easy if you know what i mean.

eggwhite, long means buy, short means sell. Normally short means you sell first then buy back, sometimes it could be just a number, sometimes financial institutions can borrow other's shares to short and buy back later (and put back under that person's name).

say short 5000 shares @ 0.38, then buy back 5000 shares @ 0.35.

If you look at page 9 of Reach's partner report, production level only 1135 bpd.

http://www.mzcan.com/canreport/main.php?ticker=01555&id=33&regionid=2

Let's wait and see.

編者說得不錯！

我對REACH作了深入的研究，一方面欠人家錢是一個問題，但是其實還有一個更大的問題。

欠MIE的錢，MIE本身也在虧錢，大家都沒有錢，那怎麼辦？

更大的問題，就是油田有沒有可能增加產量？翻看油田的舊主人，MIE前幾年的年報，最高產量也只有六千桶，然後逐年下降。最後把大股賣給了REACH。

http://www.mzcan.com/canreport/main.php?ticker=01555&id=33&regionid=2

翻到第九頁就可以看到今年EMIR的日產量只有1135桶，離願景還有一段距離。

中國政府這些措施都是治標不治本，有些更是倒行逆施（比如派人進駐不讓公司裁員等），自求多福吧！

其實我們的新政府，如果要毀約的話，不如就毀IPIC的約吧！金務大等一眾公司都是大馬人民的，跟中國的關係也不必搞得那麼僵。

其實，IPIC當初沒有收到錢為什麼不說，等到幾年後才說，也只有阿雞政府身有屎才會那樣DEAL的。要知道，和阿雞和豬玀夾食的還有IPIC已經坐牢的前執行長。其實很可能，戶口資料也是對方提供的。

MoneySIFU offers great insights.

On the other hand, in the market, we see a lot of self proclaimed expert (like those working in the banks or accounting firms) teaching people to invest, but in fact they have very limited experience in the REAL business world and REAL market. When their investment turns the other way, they start accusing everybody else for their own mistake, non-stop!

My prediction is wait after the next QR is released. Then can go in. Costs for LH will inevitably be slightly higher going forward but i think it should be ok. Seen that hundreds of time. Save some cash for potential fund raising activity, the reason for directors to sell, signals hunger for cash.

Now not enough chicken and eggs, but market also very weak.

As for those who are "trapped", holds for at least two years. You may see share price recovering early next year.

By the way, if the Yaps sees this, i really don't think you should pasteurize the eggs, ozone (to clean the eggs) is cheaper and cleaner (and doesn't half-cook the eggs).

I am nice to offer you the truth but you want to report me to police, really noob.

This author really noob.

Interviewer: Why LH share price dropped?

Pro: There was this epidemic and a JV co culled 490,000 hen and bury in a big big big hole. That is losing a lot of money in one quarter. The JV co. needs to restart operation but not yet getting approval from the government. The next quarterly result will be very poor. Since this is a cover up so the management cannot announce it publicly. There are some noobs do not get the management's message so they buy in praying share price will rebound using old old data, information etc. Looking at the boss' action to sell warrant aggressively, there is a high chance the company needs to raise fund in the near future.

Interviewer: That's what happened! When do you think is the best time to buy in.

Pro: Since the incident happened in Early July, you may consider buying after the next QR which is due some time end Nov. But bear in mind there is a possibility of fund raising exercise so reserve some cash for the potential right issue.

Interviewer: Oh i see, that's why the directors are selling warrant to prepare cash for the right issue.

Pro: Maybe

Interviewer: Thanks for the interview, you really did some serious research, pro.

Pro: Thank you.

Jack Ma suffers the most lah.....China is expropriating your company.

Who knows what kind of shit Airasia is in???

Tulah. TF is bluffing all the time. Say many many growth engine lah......too optimistic.

Mr Oh is just a noob like any of us, lol!

Mr Oh Ei Sun.