Posted by anonymousinvestor > 2015-08-29 20:05 | Report Abuse

i wonder how the guy get the e-copy before it's released in hard copy?? it supposed to be circulated on monday 31 aug 2015. today is only 29 aug 2015.

Posted by Val-Elta > 2015-09-01 17:32 | Report Abuse

Well, another good news just confirmed. SLR lense sales have just grown for two months in a row, both of which is 5% more over similar month in past year.
Changeable lense camera sales increased by 13%, 20%.

Another step in the right direction. This is massive, as I think their profit margin is highest from their camera businesses, compared with the rest.

Posted by anonymousinvestor > 2015-09-01 23:29 | Report Abuse

july +19.9% =)

Posted by Val-Elta > 2015-09-02 10:37 | Report Abuse

dont understand the selling pressure though.... Q result still not good enough for ppl to hold longer i guess :/ or the day players who wants to get a few % gain exiting

Posted by anonymousinvestor > 2015-09-02 13:09 | Report Abuse

Don't care bout them lo.. those exiting are weak holders. Hehe.. there are some investors absorbing their selling.

I think interested investors should play this stock like warrant buffet or cold eye style. Buy and don't give a damn care on market movement. Tickes limited. Thats really matter. It's jz a matter or time there will be no more seller at current price, and trend to higher prices.

Posted by Val-Elta > 2015-09-02 18:28 | Report Abuse

Well, important for it to start consolidating around 42-44 cent d. Msian investors only chase green and throw red.. lol, i'll be swimming around 39-40... almost certain can make some money if matched. Just sold some at 410 today for my 395 200lots yesterday.. i'm guilty! lol.

Posted by anonymousinvestor > 2015-09-02 22:51 | Report Abuse

that 200 lots is probably jz 10% of ur total holding for trading ya ;p
i'm not keen to trade at this price.
maybe later on when it's high enough, 10% as well =)

Posted by Val-Elta > 2015-09-03 08:42 | Report Abuse

U got d chance to speak with d directors b4? Anon? There is some capex on new machinery this last two Q. I wonder r they buying new cnc machines that is more precise to reduce their rework/inventory QA issues? If I'm a director there, improvement in d rejection rates will b a big kpi for me. They mentioned they have QA prb with stringent requirements of d antidisc they make..

Posted by Val-Elta > 2015-09-03 08:44 | Report Abuse

We need to evaluate their performance in managing their QA reject rates... Just 20% improvement there could b a million saved per q.

Posted by Val-Elta > 2015-09-03 08:47 | Report Abuse

Next agm gonna b like 5-6mths away.... Really want to ask them abt this, also. On their internal risk control, they can hedge, but they must have internal control in place to prevent another 200million hedge d.. Really want to bring this issues up

Posted by anonymousinvestor > 2015-09-03 09:38 | Report Abuse

i didnt have any chance to speak with them yet. coz i'm a relatively new investor for notion. but i have some friend's friends start holding and accumulating it half year ago. they bought in bulk overtime. that's how i knew about this stock from my friend. they are successful investors who are patient. =)

but i'm aware of the things u said, and they are true about antidisc stringent requirement, higher write off inventory due to higher rejected products. and they have spent some capex to bring in new equipment to improve it.

other than investment, i have confidence in their precision engineering coz they are the market leader. the nightmare of forex hedge loss is over. they see profits in coming, and the precision engineering is more profitable than before for coming years due to the rise of USD. as we can see, they have vow to focus in improving the efficiency and profitability.

i'll try to attend the next agm too. maybe we will able to see some famous investors at that time like cold eye. i hope =)

Posted by Val-Elta > 2015-09-03 10:14 | Report Abuse

anyway, today's seems got some good volume, so much for my 41 cent sold yesterday.. lol.
Good time to be building a solid uptrend now...

Posted by Val-Elta > 2015-09-03 10:16 | Report Abuse

Good to know I'm in good company as well :) let's make some good money here together.

Posted by Val-Elta > 2015-09-03 10:21 | Report Abuse

Good good good! lol

Posted by cutie > 2015-09-08 16:32 | Report Abuse

can buy now or not???

Posted by NOTION > 2015-09-08 17:05 | Report Abuse

^_^

Posted by anonymousinvestor > 2015-09-09 10:05 | Report Abuse

tickets running out

Posted by cutie > 2015-09-09 10:53 | Report Abuse

broke the 42 resistance......OK to buy?

Posted by Val-Elta > 2015-09-09 15:37 | Report Abuse

Good volume, but some seems like prearranged deals, Like 1 guy put sell at 1500 lots, then 1 guy will buy 1500 lots @ 0.425 cents. I don't really trust the volume when you see such things happening... so coincidence meh..

Anyway, there was good slow accumulation at 42... let's see how far it can go this time.

Posted by cutie > 2015-09-09 16:37 | Report Abuse

i think pass 42...can go up to 49

Posted by anonymousinvestor > 2015-09-10 12:51 | Report Abuse

i have a feeling that there are more new investors interested in notion and coming in.. hmm.. nowadays getting harder to buy it with some ppl keep eating up.. it going to affect my accumulation price..

Posted by blacktulip > 2015-09-10 14:13 | Report Abuse

That wd b good news that we r waiting for. More interest means better share price.

Posted by Val-Elta > 2015-09-10 14:58 | Report Abuse

Need to see them have 1) holding power or not during uptrend, 2) got any cut losser or not among the group. Investor who dont know why they buy will not be able to rise it much....

So far 'it seems' good. I like the slow and controlled volume this couple days.

Posted by cutie > 2015-09-11 16:18 | Report Abuse

41 again...good price to go in??

Posted by anonymousinvestor > 2015-09-11 18:49 | Report Abuse

bought some today. i always collect bit by bit from time to time..

Posted by Val-Elta > 2015-09-14 17:12 | Report Abuse

sellers still believe can buy back at 395, 400, 405...... need 1 full week for price not to touch this 3 levels, otherwise, hard to break 44.... 44, 48 two key resistance now.

Posted by Val-Elta > 2015-09-14 17:14 | Report Abuse

accumulated some more too, selling others to buy more ard 395-405 myself too.

Posted by anonymousinvestor > 2015-09-15 08:58 | Report Abuse

come come someone grab the 43 cents then we set to go xD

Posted by blackout > 2015-09-16 01:18 | Report Abuse

I think 4th quarter will underperform, and i worry if the constant inventory rejection will make their buyer reduce their order or change the supplier. But I also have a position right now...

Posted by Val-Elta > 2015-09-16 12:33 | Report Abuse

Y u think that blackout?

Posted by Val-Elta > 2015-09-16 12:35 | Report Abuse

Wanna hear what u guys think as well. Dont want to stuck with own story/bubble too..

Posted by blackout > 2015-09-16 14:36 | Report Abuse

rejection rates are rising, and this might reduce the orders they receive in the future. I think it is the HDD sector.

The forex adjustment will also hit them next quarter.

Posted by anonymousinvestor > 2015-09-16 15:30 | Report Abuse

=)

might?

so u are worrying and is not their supplier really abandon them right?

Posted by Val-Elta > 2015-09-16 16:29 | Report Abuse

Quality issues I'm not too worried of. It's a technical prb, n solution is simple. There's millions n millions of HDD made, n its something someone else has done n is still doing successfully..
Techinal stuff is notion strength I believe, their losses n mistake is all in d none technical areas. Forex, silver, HP...

We all base our decision on what we know, what we predict n what we feel.
Unless we treat their QA manager for lunch n ask his plans. :)

Posted by Val-Elta > 2015-09-16 16:43 | Report Abuse

Forex m2m, yeah its known they will get hit one more round next q. But this time, the position is smaller(although still big at abt 90m) 90m 10% loss, 9m. But as RM weakened against all currency, means their revenue of abt 60m will gain 10% too... A bit cushion la.

QA issues, I'm expecting improvement in this n next Q result.
All in, as I've said.. I do believe d good result will b 6months later I'll b honest. Good time to accumulate from others in this 3-6months

Posted by anonymousinvestor > 2015-09-16 21:34 | Report Abuse

even the USD/RM is 4.35 in the end of Q, next Q results still have at least 3mil nett profit after minus off the forex loss. and if there is no other surprise, FY 15 ends with nett profit 0.5 mil. i'm pretty sure =)

Posted by anonymousinvestor > 2015-09-16 21:35 | Report Abuse

FY 16 hopefully can hit the nett profit target of 13-14 mil per Q

Posted by anonymousinvestor > 2015-09-16 21:40 | Report Abuse

btw, i started introducing this stock to more ppl now eg my friends after i have accumulated quite some amount. time for publicity. faster accumulate if u havent xD

Posted by blackout > 2015-09-18 01:36 | Report Abuse

I have my reservations. I have a fairly sizable position in this share, and i hope it does well.

Posted by Val-Elta > 2015-09-18 19:41 | Report Abuse

Let's wait for the CIPA results next couple weeks. I think camera quality issues maybe less, so if SLR sales pick up back then that's good.
Also, I really do expect them to have a QA related initiative/project to be ongoing d and I am expecting them to have improvement in the next Q, and to continue improve in terms of quality QoQ... It'll really be stupid and alarming if they're burning money through QA related issues.

Forex wise, I think USD will drop back a bit, now that they don't have the interest rate rise for now.. M2M losses will be lesser than what we expect, if it drops to 4.00 to RM

But it need to have better fundamental improvement in the next Q. Getting a new customer is a priority and improving the utilizations.

Posted by anonymousinvestor > 2015-09-19 01:55 | Report Abuse

"We will continue to focus and improve on our manufacturing capabilities to enhance manufacturing yields.."

"The Group will simply focus on the current business segments and invest accordingly to the market demand and growth. Due to the positive currency scenario, the Group will remain operationally profitable going forward."

hope they dont bullshit us la xD

yup, forex loss should be minimized and more nett profit projected.

Posted by SingKaTanEng > 2015-09-19 22:08 | Report Abuse

you know Singapore CROOK - CALVINTANENG was askying you to BUY KBUNAI @ 7.5 sen.

NTA KBUNAI = RM 1.50 if revalued?

https://www.youtube.com/watch?v=3cKXKyEEHrc&feature=youtu.be

Posted by cutie > 2015-09-22 10:03 | Report Abuse

big drop....40 only.

Posted by blacktulip > 2015-09-22 10:04 | Report Abuse

What is happening? Gapped down on high volume.

Posted by cutie > 2015-09-22 10:15 | Report Abuse

read that notion is doing good and will have a better profit in future, can buy??

Posted by cutie > 2015-09-22 10:19 | Report Abuse

their borrowings is only less than 0.10. Should be a good investment.

Posted by anonymousinvestor > 2015-09-22 11:05 | Report Abuse

hmm.. how come? under attack or someone de-invest?

Posted by anonymousinvestor > 2015-09-22 11:07 | Report Abuse

i take the risk and getting more. coz i think probably its under attack for collection lol
1.5 months to go.. go go go..

Posted by Val-Elta > 2015-09-22 11:09 | Report Abuse

i've been watching the volume pattern for a while, i think someone is trying to manipulate the share again. you can read up my post previously when i noticed a sell Q of 2k is almost immediately matched by a buy q of 2k as well.

More likely, someone is creating the environment to force ppl to sell.
after the initial wave of 2k, 2k sold, you can see the small sellers are lining up to sell.

Posted by Val-Elta > 2015-09-22 11:10 | Report Abuse

Previously i mentioned i dont trust the 'good buy volume' similarly, I dont trust the 'bad sell volume' as well. I'm not just biased on the bad news ya.