Posted by r°Moi > 2016-07-18 16:22 | Report Abuse

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Will not be aquired at inflated price... acquiring TRIplc.. is a RPT... NO by the SC.. NO by PUNCAKs minorities..



.... as the main concern of SC on a RPT like this.... is that the asset to be acquired under the RPT is acquired at an inflated price from the RP





r°Moi By the look of the price movement.... PUNCAK is likely to acquire TRIplc itself... not its subsidiaries


TRIplcs market price is jacked up a bit now.... so that.. it will be the same or a bit higher than the offer price from PUNCAK.... as the main concern of SC on a RPT like this.... is that the asset to be acquired under the RPT is acquired at an inflated price from the RP


TRIplcs market price will figure as a basis for the fair offer price from PUNCAK.... level 1...


So.... the offer price from PUNCAK will likely be the same or lower than the market price of TRIplc before the offer is made....


It is likely TRIplcs price will be capped.... you think Rozali is crazy..... his holding is lower in this TRIplc


In any case... the offer price has got be at a discount to the FV...


PUNCAK is a better bet

14/07/2016 12:03

Posted by goldenluck16 > 2016-07-18 21:34 | Report Abuse

Puncak tak niaga....sorry to say this. Look at its performance for the last 3 years will tell you a different story. Most punters and investors lost money in this counter,

Posted by tjhldg > 2016-07-19 00:15 | Report Abuse

is it ...heheehheheee

Posted by speakup > 2016-07-19 09:13 | Report Abuse

many ppl bought around >2.80 before special dividend meaning most holding avg 1.80 above

Posted by speakup > 2016-07-19 09:14 | Report Abuse

those who cut loss laughing now. those still holding CRY!

Posted by skyz > 2016-07-19 09:18 | Report Abuse

after icon8888 release blog post, high chance the volume will spike up concurrently. lets observe first the effect of this blog post

Posted by r°Moi > 2016-07-19 11:23 | Report Abuse

r°Moi .


SPECIAL 80 SEN CASH DIVVY



It is not a new thingy..... special cash divvy..... being tied to a RPT... has been done previously... successfully








Rozali... gives minorities... special divvy


Minorities... give Rozali... the TRIplc RPT


Everybody... happy


Especially... Rozali... as he too gets the special divvy



The special cash divvy... will be tied to the approval of the RPT.... by the minorities


SPECIAL 80 SEN CASH DIVVY

SPECIAL 80 SEN CASH DIVVY

SPECIAL 80 SEN CASH DIVVY


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19/07/2016 08:04


X
r°Moi With 1.2b King in its pocket.... PUNCAK has the capability... to pay a couple more special cash divvy


19/07/2016 08:08

Posted by r°Moi > 2016-07-19 11:25 | Report Abuse

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r°Moi In the short term it is the special cash divvy... in longer term the 1b King can bring in great possibilities..


19/07/2016 08:41

Posted by r°Moi > 2016-07-19 11:48 | Report Abuse

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r°Moi And... dont worry about RPT... there is... SC... MSWG... and the deal maker minorities

19/07/2016 08:44

Posted by r°Moi > 2016-07-19 14:06 | Report Abuse

You are like 10 months late... go update

Posted by stockmanmy > 2016-07-19 14:44 | Report Abuse

what exactly is margin of safety ?


would buying TTB Icap at a discount be a margin of safety?

Posted by stockmanmy > 2016-07-19 14:59 | Report Abuse

in accounting terms, premium is called good will
discount is called bad will.


hahahahaha

Posted by iloveshare128 > 2016-07-19 15:06 | Report Abuse

I think I have to agree with sostupid at certain level... it is just like in the past, many thought that MPCORP and MULPHA who have a lot of landbanks/assets are very much undervalued.. and they bought into it... however, these companies (especially MPCORP) rarely has any operating profits and soon moved into PN17... for those who are living in Selangor (or you may have heard it over the news too) that Puncak is a lousy company with poor management... the way they managed the water in Selangor had angered most of the folks there (such as unplanned water shortage, burst pipes, etc)... and I have witnessed their lousy quality myself... until the Selangor government also beh tahan and decided to take over. And with their "main/golden egg" sold to other, it is hard to see how they can perform (with existing management)... and I agree that the TRIpls acquisition is way way above the market price (PE 20, oh ny goodness)...

Posted by stockmanmy > 2016-07-19 15:12 | Report Abuse

If there is no more share to buy, I will not buy this Rosly share.

Posted by Icon8888 > 2016-07-19 16:19 | Report Abuse

What you guys said above are standard stuffs.

To make it in the market, you need to think a little bit deeper and look little bit further

Don't think like the masses think

Posted by r°Moi > 2016-07-19 16:20 | Report Abuse

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Earnings you dont believe

Hard cash you dont believe

Aiya.. stockmanmy... dont talk so many... just put your money in FD

Posted by stockmanmy > 2016-07-19 16:24 | Report Abuse

its called trust.
Have trust, it becomes premium
No trust it becomes discounts.

Posted by stockmanmy > 2016-07-19 16:29 | Report Abuse

no trust + no control = no margin of safety

to speculate, you don't margin of safety.

what you need is more buy than sells.

Posted by r°Moi > 2016-07-19 16:30 | Report Abuse

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No need to have faith in Rozali... the trickery is compulsory

If you want approval from minorities.... must have the special divvy


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Posted by r°Moi > 2016-07-19 16:33 | Report Abuse

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So far the price movements... and what r°Moi have put here tally..



Posted by r°Moi > Jul 18, 2016 04:22 PM | Report Abuse X

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Will not be aquired at inflated price... acquiring TRIplc.. is a RPT... NO by the SC.. NO by PUNCAKs minorities..



.... as the main concern of SC on a RPT like this.... is that the asset to be acquired under the RPT is acquired at an inflated price from the RP





r°Moi By the look of the price movement.... PUNCAK is likely to acquire TRIplc itself... not its subsidiaries


TRIplcs market price is jacked up a bit now.... so that.. it will be the same or a bit higher than the offer price from PUNCAK.... as the main concern of SC on a RPT like this.... is that the asset to be acquired under the RPT is acquired at an inflated price from the RP


TRIplcs market price will figure as a basis for the fair offer price from PUNCAK.... level 1...


So.... the offer price from PUNCAK will likely be the same or lower than the market price of TRIplc before the offer is made....


It is likely TRIplcs price will be capped.... you think Rozali is crazy..... his holding is lower in this TRIplc


In any case... the offer price has got be at a discount to the FV...


PUNCAK is a better bet

14/07/2016 12:03

Posted by stockmanmy > 2016-07-19 16:35 | Report Abuse

trust means there is some alignment between your values and the values of the company.

Posted by r°Moi > 2016-07-19 16:35 | Report Abuse

Stockmanmy.. just put your money in FD

Posted by Up_down > 2016-07-19 16:37 | Report Abuse

What is trust? Trust is based on what....talk c ock? Look at the fact of Puncak paying RM 1.00 dividends la...this is factual trust. lol

Posted by stockmanmy > 2016-07-19 16:37 | Report Abuse

FD is a multi billion $ industry.

Posted by r°Moi > 2016-07-19 16:38 | Report Abuse

Ya ya.. just nice for you stockmanmy

Posted by r°Moi > 2016-07-19 16:42 | Report Abuse

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No need trust..


To get the approval from the minorities.. for his TRIplc RPT... Rozali.. must price it at 30% discount to FV.. plus a compulsory special cash divvy


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Posted by r°Moi > 2016-07-19 16:43 | Report Abuse

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Trust is not necessary...

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Posted by r°Moi > 2016-07-19 16:44 | Report Abuse

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Just do the necessary

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Posted by r°Moi > 2016-07-19 16:45 | Report Abuse

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Compulsory. .. otherwise can throw the RPT.. into the dustbin already



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Posted by r°Moi > 2016-07-19 16:47 | Report Abuse

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So far the price movements... and what r°Moi have put here tally..



Posted by r°Moi > Jul 18, 2016 04:22 PM | Report Abuse X

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Will not be aquired at inflated price... acquiring TRIplc.. is a RPT... NO by the SC.. NO by PUNCAKs minorities..



.... as the main concern of SC on a RPT like this.... is that the asset to be acquired under the RPT is acquired at an inflated price from the RP





r°Moi By the look of the price movement.... PUNCAK is likely to acquire TRIplc itself... not its subsidiaries


TRIplcs market price is jacked up a bit now.... so that.. it will be the same or a bit higher than the offer price from PUNCAK.... as the main concern of SC on a RPT like this.... is that the asset to be acquired under the RPT is acquired at an inflated price from the RP


TRIplcs market price will figure as a basis for the fair offer price from PUNCAK.... level 1...


So.... the offer price from PUNCAK will likely be the same or lower than the market price of TRIplc before the offer is made....


It is likely TRIplcs price will be capped.... you think Rozali is crazy..... his holding is lower in this TRIplc


In any case... the offer price has got be at a discount to the FV...


PUNCAK is a better bet

14/07/2016 12:03

Posted by stockmanmy > 2016-07-19 16:48 | Report Abuse

you are right about FD
FD got margin of safety where a figure in a balance sheet can never give when there is no trust, no alignment of value with the company and no control.

Posted by r°Moi > 2016-07-19 16:53 | Report Abuse

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What have seen.. in the financial statements of listed companies. .... ex auditor stockmanmy.. to become so figures wary??


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Posted by r°Moi > 2016-07-19 16:56 | Report Abuse

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So wary....only can trust your mommy?

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Posted by r°Moi > 2016-07-19 17:01 | Report Abuse

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What have you seen.. in the financial statements of listed companies. .... ex auditor stockmanmy.. to become so figures wary??


Share a bit.. come on stockmanmy


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Posted by stockmanmy > 2016-07-19 17:02 | Report Abuse

Global economic uncertainty, low inflation, and unusually easy monetary policy have caused about $13 trillion worth of bonds to have negative yields, according to Bank of America Merrill Lynch
===================================================================



what is the difference between negative yielding bonds and shares trading at 70% discounts to cash?


one word only.....trust.

Posted by r°Moi > 2016-07-19 17:05 | Report Abuse

Trust??? More like fear... and can only run... and cannot hide

Posted by r°Moi > 2016-07-19 17:08 | Report Abuse

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What have you seen.. in the financial statements of listed companies. .... ex auditor stockmanmy.. to become so figures wary??


Share a bit.. come on stockmanmy


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Posted by r°Moi > 2016-07-19 17:11 | Report Abuse

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Come on... r°Moi want to hear you out... on your specialty... stockmanmy

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Posted by stockmanmy > 2016-07-19 17:17 | Report Abuse

aiyah...want to buy Puncak go buy la.

Posted by r°Moi > 2016-07-19 17:20 | Report Abuse

HaHa... ya la.. aiya... dont talk so many : )

Posted by r°Moi > 2016-07-19 17:21 | Report Abuse

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But... seriously... what do you see.. to make you so wary??

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Posted by MuttonCurry > 2016-07-19 17:21 | Report Abuse

80 sen got hope kah ?

Posted by r°Moi > 2016-07-19 17:25 | Report Abuse

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Yes... after paying the 80 sen special cash divvy.. the price will be at least sen 80..

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Posted by stockmanmy > 2016-07-19 17:28 | Report Abuse

there is another 80 sen special dividend?

Posted by r°Moi > 2016-07-19 17:30 | Report Abuse

Sssshhhhhh.... hush hush

Posted by Icon8888 > 2016-07-19 17:33 | Report Abuse

Ya... Quick quick buy...

stockmanmy
1611 posts
Posted by stockmanmy > Jul 19, 2016 05:28 PM | Report Abuse

there is another 80 sen special dividend?

Posted by stockmanmy > 2016-07-19 17:36 | Report Abuse

from the latest accounts.


No dividend has been proposed or declared for the current financial year-to-date.
(2015 : A Special Dividend of RM1.00 per ordinary share amounting to RM447,171,674 in of RM1.00 each in respect of the financial
year ended 31 December 2015 had been paid by the Company to the entitled shareholders of the Company on 23 December 2015 post
completion of the disposals of PNSB Water Sdn B

Posted by r°Moi > 2016-07-19 17:39 | Report Abuse

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Without some incentive.. like an 80 sen special cash divvy... how is Rozali... going to get the minorities... to approve his TRIplc RPT??


It has got to be.. win win win


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Posted by stockmanmy > 2016-07-19 17:40 | Report Abuse

you dreaming.

Posted by r°Moi > 2016-07-19 17:43 | Report Abuse

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It is nothing new... special cash divvy tied to a RPT... it has been done previously.. successfully

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