Posted by Awang87 > 2013-11-25 10:19 | Report Abuse

Baca ni kawan-kawan, baru disiarkan hari ini, Cuscapi:
http://www.theedgemalaysia.com/business-news/264439-ernst-and-young-entrepreneur-of-the-year-2013-malaysian-awards-cuscapi-looks-beyond-local-shores-for-good-growth.html

Posted by lee9fold > 2013-11-25 10:36 | Report Abuse

yea...although my buy in price slightly higher...but i am confident with this counter

Posted by jwarren > 2013-11-25 11:12 | Report Abuse

Initially I thought the overall strategy of REV is good and highly possible. But after reading The Edge article where the CEO stated that the target is to grow 10x in about two years, I begin to have doubts. Just imagine the upfront cost of the tablets and the cost of working the ground in two unfamiliar markets (i.e. Middle East and India). Btw, China's consumer market growth is also a big unknown at the moment due to the changes in China's economy for the next five years. In summary I think the Company is a bit too ambitious.

Posted by YiStock > 2013-11-25 12:57 | Report Abuse

Reasonable Target.. 1000% revenue growth in 2 years..i suppose there are plans in place for india & middle east..hopefully more M&A to be done ASAP in these two market since so much money sitting in the FD..

Posted by lee9fold > 2013-11-25 13:22 | Report Abuse

Yi looking forward to positive outcome haha

Posted by YiStock > 2013-11-25 13:23 | Report Abuse

Yeah, just another business decision we shareholders need to make. :-)

Posted by richcares > 2013-11-25 13:25 | Report Abuse

Jwarren, good anaylisis, I stay off cuscspi first

Posted by YiStock > 2013-11-25 13:30 | Report Abuse

After all, from the very beginning, positive result will only come in after 2014 or 2015.This has been emphasizing so many times by the company itself..If one understand the typical business development process of beginning (idea stage) -> steady growth (infancy stage) to EXPONENTIAL growth (mature stage)..then perhaps you will find the above revenue expectation is actually pretty achievable.

Posted by lee9fold > 2013-11-25 13:43 | Report Abuse

i believe Yi has doen sufficient research and study on it
thats why can full with confident

Posted by jwarren > 2013-11-25 14:44 | Report Abuse

It's good that Yi is full of hope. Sometimes that's what sorely lacking in our share market.

I think Yi has wrongly stated that exponential growth happens during mature stage. In mature stage, companies have fairly stable growth rate or low growth rate.

The point I am trying to make is Cuscapi's REV is not a pure Internet play where rapid customer adoption and acquisition can take place in a relatively lower cost due to the nature of the Internet. To grow to RM500mil sales, imagine the number of REV tablet to deploy on-site and the number of new clients to approach for sales pitching & proofing of concept in places like Middle East and India (for people who has done business in Middle East and India, you know what I mean).

Also remember that the REV approach requires the clients/restaurant owners to share certain portion of their additional revenue with Cuscapi (in return for not paying Cuscapi for the tablet). Chinese and Indian businessmen are shrewd people. The moment they smell there is money, you'll have competition sprawling.

Posted by jwarren > 2013-11-25 14:58 | Report Abuse

Continued from above. In such an environment, growing from RM60mil sales in 2012 to RM500mil sales in 2015 is really very very tough unless REV has found a one-of-a-kind method to monetize the restaurant patrons in a way never seen before. Who knows maybe Cuscapi has found such "secret sauce"? As I said, sometimes we need "hope" to move the market.

Posted by YiStock > 2013-11-25 14:59 | Report Abuse

jwarren, good point..

Posted by YiStock > 2013-11-25 15:01 | Report Abuse

let see if your argument is right or mr her's ambition more realistic..

Posted by Tiger216 > 2013-11-27 15:11 | Report Abuse

dammmmmmmmmmmm................... going down further...

Posted by louise123 > 2013-11-27 15:20 | Report Abuse

Hi, tomorrow got somemore ESOS scheme, be careful...

Posted by Darren Kho > 2013-11-27 15:23 | Report Abuse

Tiger216 ,
Collect it slowly at lower price :)

louise123,
Where you get the news from?

Posted by louise123 > 2013-11-27 15:50 | Report Abuse

i am using CIMB itrade and can check the stock news as follows:-

Additional Listing Announcement
1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and
new class of securities? No
Types of corporate proposal : ESOS
Details of Corporate Proposal : EMPLOYEES' SHARE OPTION SCHEME
No. of shares issued under this corporate proposal: 95,000
Issue price per share ($$) : MYR 0.210
Par Value ($$) : MYR 0.100
Latest issued and paid up share capital after the above corporate proposal
in the following
Units : 433,491,990
Currency : MYR 43,349,199.000
Listing Date : 28/11/2013
2. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and
new class of securities? No
Types of corporate proposal : ESOS
Details of Corporate Proposal : EMPLOYEES' SHARE OPTION SCHEME
No. of shares issued under this corporate proposal: 36,200
Issue price per share ($$) : MYR 0.300
Par Value ($$) : MYR 0.100
Latest issued and paid up share capital after the above corporate proposal
in the following
Units : 433,528,190
Currency : MYR 43,352,819.000
Listing Date : 28/11/2013

Posted by Tiger216 > 2013-11-27 15:59 | Report Abuse

thanks Darren Kho.... just need to wait.... loosing so much in this counter...

Posted by lee9fold > 2013-11-27 16:11 | Report Abuse

tiger...yr average price?
but be patience...like what Yi-stock do

Posted by g888 > 2013-11-27 16:13 | Report Abuse

i bot at 0.5 ! the price drop like crazy!

Posted by YiStock > 2013-11-27 16:15 | Report Abuse

My opinion:
1) Disappointed investors will continue to dispose the share from now on till Next Q report out in February...guess price will continue go south.
2) December Federal Reserve Tapering issue will be debated again...go further south the price
3) February 2014 USA debt limit issue will be heated up again...go even further south the price

Unless got better stimulus, guess the price will probably settle down at 0.25- 0.30 region...Warrants at 0.15 - 0.18 region..

Posted by Tiger216 > 2013-11-27 16:52 | Report Abuse

Average now .491...

Posted by YiStock > 2013-11-27 19:54 | Report Abuse

my paper loss 4k already..from 12k gain...

Posted by Fortunebull > 2013-11-27 19:57 | Report Abuse

Yistock! You should have taken profit! Shares always up and down! Dont forget US will be messy in January!

Posted by YiStock > 2013-11-27 20:00 | Report Abuse

Hi Bro Fortune Bull...I dont usually time the market....loss a bit is ok as i usually hold quite long term or at least hit my profit target.. Only regret didnt buy more when it was at below 20 cents...Since another opportunity looks "possible",...i will load to my 500 lots...still short 332 lots...wish me good luck!

Posted by YiStock > 2013-11-27 20:03 | Report Abuse

Believe me one thing. Men when got "cash money" in hand, they like to looks for "excitement"...So better be FOCUS to one wife..you will not wrong...

Posted by YiStock > 2013-11-27 20:06 | Report Abuse

One night stand with shares certainly not romantic...this is my old experience...:-)

Posted by cherry tomato > 2013-11-27 20:13 | Report Abuse

director disposed huge shares. not a good .....
waiting share price plunge further below 0.36

Posted by cherry tomato > 2013-11-27 20:17 | Report Abuse

the next querter result will be expected loss also as per mgt predict.
Therefore if wanna to play this counter only for short term not for long term.

If wanna play long term why not wait at lower price only go in. Otherwise we will waste other opportunity time to gain better profit from other counter.

Posted by jennylee1382 > 2013-11-27 20:32 | Report Abuse

cherrywhat is the best px to enter for long term

Posted by YiStock > 2013-11-27 22:26 | Report Abuse

cherry, kindly share your material for us to further study...especially "as per mgt predict"...appreciate it very much...thank you

Posted by Tiger216 > 2013-11-28 14:38 | Report Abuse

yistock.... ar u going to coll some now? or just wait?

Posted by YiStock > 2013-11-28 14:47 | Report Abuse

i'm waiting for december & february only decide...but now sure no buy..knife is falling still...aim to keep long term..will try to eat as many ticket as possible and as low price as possible.

Posted by Tiger216 > 2013-11-28 15:48 | Report Abuse

oh ok... thanks...

Posted by jh27 > 2013-11-28 17:48 | Report Abuse

cuscapi-wa today a bit.... How should i do?

Posted by Awang87 > 2013-11-28 19:28 | Report Abuse

jangan ko orang putus asa, salah satu member gang kami cakap kaunter ni ada 'hope', sama dengan apa yang yistock cakap, semoga berjaya.

Posted by mrmsy > 2013-11-28 19:46 | Report Abuse

On paper, already loss 4k...huhu but keep for longterm

Posted by popo > 2013-11-28 23:07 | Report Abuse

if the director disposed their shares, so we have to cabutlah...any info?

Posted by Tiger216 > 2013-11-29 08:58 | Report Abuse

if further down today... i will cut loss.... on paper already 3K...

Posted by crawler > 2013-11-29 10:27 | Report Abuse

come on...this is a very solid company..just go don a bit already cut loss :) dividend payout on the way

Posted by g888 > 2013-11-29 10:32 | Report Abuse

When dividend payout?

Posted by shareholder > 2013-11-29 11:15 | Report Abuse

profit loss how to pay dividend ???

Posted by Tiger216 > 2013-11-29 17:22 | Report Abuse

When is dividen?....

Posted by popo > 2013-11-30 16:49 | Report Abuse

hold...don't hope for dividend, the wa already drop more than 30%...

Posted by Darren Kho > 2013-11-30 16:55 | Report Abuse

HOLD for long term and see how the REV reacts!

Posted by kenken85 > 2013-11-30 20:23 | Report Abuse

Dear bro.. I read through this thread from a to z. Jus curious one thing. How is this so called REV works. I read through all report n survey. It jus means is a system that no need wait. That can order food from d tablet. It charge on d consumer? ?? It is sames as sakae sushi? Or some other more canggih idea?

Posted by Jeff Wong > 2013-12-01 03:20 | Report Abuse

Still on downtrend.

Posted by nevtrade > 2013-12-01 14:20 | Report Abuse

when will the REV bring us profit & stop it from going south... ?

Posted by jh27 > 2013-12-01 22:00 | Report Abuse

the real profit may only reach us in 2015

Posted by Tiger216 > 2013-12-02 09:42 | Report Abuse

i cant wait till 2015....