I wonder why is this stk is undervalued? On hand contract is about 20B + 10B(extension). Yearly revenue is 2.5B and cash flow from operation is about 1.1B. Taking all at face value, assuming the contract is 25B and it will keep armada occupied for 10 years but the problem is the borrowing is 15B.Selling some asset estimated 1.1B will pare the borrowing to 14B and with the cash flow of 1.1B. Assuming all the cash from the operation is used to pare down the borrowing, it will take Armada 13 years to pay off and this is excluding the interest. Of course, the 13 yrs is impossible to achieve as you need definitely have expenditure, staff, maintenance, & etc. So for the next 20 yrs, armada profit will be just to pay borrowing?

Put on ur seatbelt. Super investor will jump into the driver seat n pilot this rocket.

I will buy some if tomorrow drop further. Hv bought some earlier

Uncle will sell dayang n go hibiscus? QtoQ better oh!!....

unless someone purposely want to corner superinvestor loh......lol....
just like Jaks case.........uncle nowsday many enemies??

The total share is just below 1 billion. if RI is 60c....it can only get around 60M. So little....what the purpose of doing RI then. After pay all the administration fee....left bone only. Might as well no need do. Cancel RI.

I think margin call almost finish a'dy le....unless uncle lie on his average price loh....

Not sure why....but i find now there is more reason to buy. I will start buying in slowly. 5% each time and see how much more dayang can go down.

magic hand already say max out with margin. Still got room for more margin?

To be fair, dayang management should not be blame. They are not the 1 give misleading prospect. They din say this Q will be super good ma. Only superinvestor predict will be better.

Won new contract also cannot provide a boost to the counter.....apa sudah jadi ohh...

sure o not?.....he says those who sell is stupid leh....

Uncle only waiting for another stk to create another great story. If there is a stock that shows 2 consecutive quarter with profit, he will declare he sold all and move to the new stock. This in a way end his misery in dayang and save some face because he will say the new stk will show faster price appreciation than dayang.....

let's wait which century will dayang reach rm3....i hope while waiting for dayang up, u dun end up dying.....lol.....

uncle is on selling spree???

Dmch.....Bursa ocean is very big....there will always have ikan bilis.

just realise dayang is cheaper than hibiscus now.....hehe.....should all hibiscus investor sell and buy dayang?

Uncle golden rule really deep. When hibiscus QtoQ profit drop 50%, he says smart investor will sell because it does not meet his golden rule anymore. Now Dayang QtoQ from positive to negative leh, yet he says those sell off is due weak and stupid investor? I think I need to meditate for another 100 yrs to master the art of koon-man.

& the other thing is right to point out is Mr. Ooi asked his subscribers to cut loss all and protect capital while Mr. Koon article says Mr Ooi saying the next few quarters will show good profit growth which is the most powerful catalyst to move share prices.......so i wonder who is snaking who now.........

Uncle koon silence is deafening..........apart from IDSS, uncle koon still have roughly 18M shares to dispose of. If he dispose, he is helping IDSS to supress the price further. If he don't he will be see his shares moving into negative territory. This is a catch 22 situation. To sell or not to sell. Or to buy more?.....I think smart investor will buy more since his TP is RM3 ma.....cannot lose face to the 3IB

the isaham portal does not actually show kyy holding. it shows the value (RM) of his holding. I think it uses whatever shareholder in bursa and multiple with current price. That is why you see it keep dropping but it is so with others shareholder. So, you won't know what is uncle current holding until bursa announcement.

Mdnizam, where did you see urusharta buying today?

IDSS suspend, if resume, will it go down further? Interesting to see later

when i bought dayang...i thought i come in to cheat some mcd burger......but end up losing a gourmet burger......lol.......

bravo paktua......i bought very little before the QR. Now see should i average down o not. But historically shown that the stock that uncle have flog.....it tends to become dead fish....except jaks la...because he was outplayed.....that what i heard.

most humans has short term memory. Same goes with investor loh. Furthermore, bursa ocean is full of ikan bilis. Very soon, we will see another stk being promoted. So let's wait for the new stock and the cycle will repeat itself again.

support at 0.965....break through this...we are looking at 78c

choivo, nit all otb follower long gone la.....only the premium or vvip subsciber. The ikan bilis might be still stuck. The question is what is the ratio of Vvip vs ikan bilis. 10:90 %.

sebastian, uncle may have dumped but have not make the announcement ma......last time also he did the same and only reports few weeks later. Furthermore, below 5% no need report ma. You also must know that his holding is combined with his wife oh.....so not necessary 5% each.

Ho ho Ho.....either abang misai is telling a big white lie or management has taken abang misai for a ride....+5c for 1st quarter?....just reported negative earling leh.......will dayang become dying?

Wah...so many revelation here ah? Reading the comment here like watching soap opera. Quite entertaining. I3i4i5, got more gossip news or not?

Wow...such a detail analysis. Appreciate it but can it withstand tge pressure of FF sell off....something to ponder about.

Wah lau, dispose another 4 million ah? Tomorrow dispose 1 more time, then they go stealth mode already. Either it is true kyy=man plc or someone hate kyy and now dispose to bring down the price to force uncle margin call?

Eh!!!, wednesday not public holiday??/ how come got AGM??? like that big action will be on Thursday le.....anyone going to the AGM???? See got any door gift o not....lol

No need QR. Wait for the upcoming AGM on next Wednesday. If that day suddenly goes up, u know good news loh. If goes down......abit jiak lat loh. Also if QR announces before AGM, good news aslo loh. If later, that is everyone guess

like that die loh.....i bought because i heard uncle sold all........
mana tau, now someone say Man PLC=KYY......betul ka? If true... another 50M parking to sell. Jiak lat.....

Huh??>...1st article call sell. Then the 2nd article says he buy 200k for his portfolio? Msg sends out on same day??? macam tak betul saja.....

if tonight announcement see Man Plc selling, then cabut le....

see will it break 1.14 o not.

Sure o not Man is KYY??? You mean 1 normal ppl can go influence an investment fund to buy a stk? If really true, they dun underestimate uncle le.....he is really a godfather. If KYY also is Man pls, then he at least pump RM100M into dayang.

Wah....foreign fund selling? This 1 nd to monitor le. They sell near to 10%. If tomorrow sell another 10%, then they are not substantial shareholder. Cannot c the transaction.....

haiyo...crude oil drop 2-3 kupang.....dun tell me when drop 20c......petronas stop work....when increase 30c...petronas ask dayang do maintenance. Like that susah leh.....

holycow...then u IDSS 1st and see if u have enuf gun power to force uncle to hv margin call or not. Then it will drop more and the cycle repeats.....

2nd half...so many ppl sell......either uncle is selling or IB is selling to force uncle in margin call???....hehe.....just kiddin.....

4444......for the rest of the 3 yrs.....dayang no go out to find my project? If like that, then the company can fire all sales ppl. But if they are actively bidding for projects and when they are an announcement on securing new project, i dun think my finger is quick enuf to press the buy button. So i take small position now loh coz i think it is value for money

just now newbie444 mentioned that IB average price is 1.04.....if want to follow IB recommendation, then go buy Dialog now. Just saw kenanga give dialog TP RM143.70.

KYY unload but foreign fund upload ma....as far as i know FF uploaded 55million share and uncle only have 23M.....so FF bought 2x the amount. Uncle dun unload, where can buy cheap. Stk is zero sum game ma, uncle make win, u lose loh, uncle loss....u have chance to make profit loh.

pjseow, can share the link again on davidslim and kcchong....thanks

crytotrader....u serious? can share some details. Sorry not rubbing salt to your wound but would like to know what happens and hopefully can learn some from your investing journey. Did you buy on margin?

Actually i don't need dayang to match the last Q performance. As long got 5c per quarter, is good enough already. 20c for full year and pe is 6. Dun tell me 5c also cannot get meh. Half of last Q earning leh. Not too much to ask ma. Armada also can negotiate with a banker to refinance, Dayang cannot ah? Dun tell me dayang is worse position than armada....if like that management really nong yang loh.....

Also, if you look at borrowing as of 31st dec 2017 is 1.28B while 31st dec 2018 is 1.068B. Roughly down by 200M. So die die also, after 5 yrs bcome no borrowing? Net cash company?....lol...wishful thinking