Posted by sherlock > 2016-05-26 00:24 | Report Abuse

as EBITDA only 2x of market cap,and with sustainable profitability,notion vtec was deeply underestimated by the market.

my prediction is:

1.)Net profit of FY2016 should ended around RM13-15m,equal to EPS of 4.8-5.5cen,due 2nd half result should improve further after consolidate of business operation,stronger USD and elimination of hedging losses.

2.)Net profit of FY 2017 should improved further to RM 20-22m,equal to EPS of 7.4-8.2cen,due to depreciation charges reduce further after two consecutive year of low capex spending,pick up of automotive business and assume USD maintain at RM4.00-4.10 level.

3.)net cash position should improve to RM22m(8.2cen) at the end of FY 2016(after considering settlement of hedging losses),and RM52m(19.25cen) at the end of FY 2017(assuming 60% of EBITDA convert into cash,and without major investment activity.).so,dividend is highly possible at the end of FY2016.

if you are trying to bet on turnaround story.notion is a good choice.

Posted by TAH > 2016-05-26 10:38 | Report Abuse

It is creeping up, buy if u have holding power

Posted by TAH > 2016-05-26 10:48 | Report Abuse

Don 't buy wb cos next year mature

Posted by sherlock > 2016-05-26 10:54 | Report Abuse

agreed.don buy wb.

Posted by sherlock > 2016-06-03 00:41 | Report Abuse

wow.RM0.38.truely undervalue gem.

Posted by Justdoit > 2016-06-03 19:31 | Report Abuse

Director share buy back~~good

Posted by sherlock > 2016-06-06 01:21 | Report Abuse

business is solid.valuation is attractive.

Posted by kahfai211 > 2016-06-09 13:05 | Report Abuse

coming soon...day day up half sen =)

Posted by kahfai211 > 2016-06-09 17:10 | Report Abuse

up 1 sen~~~~~ =)))

Posted by kahfai211 > 2016-06-10 10:14 | Report Abuse

hidden gem~~nobody buy now =(
when up all chase high =)

Posted by sherlock > 2016-06-15 02:21 | Report Abuse

big sales!hope could get some at 0.38.

Posted by kk123 > 2016-07-19 20:32 | Report Abuse

Looking good..

Posted by kk123 > 2016-07-19 20:41 | Report Abuse

TP : 50 cents

Posted by Abang Mad > 2016-07-19 21:33 | Report Abuse

are you sure??

Posted by chrisyap > 2016-07-20 08:22 | Report Abuse

Vroom ... hehe

Posted by Jmin Lim > 2016-07-20 10:47 | Report Abuse

drop d =(

Posted by nmaa3003 > 2016-07-20 18:34 | Report Abuse

would buy after received ar for 2016.
this company looks solid n price is cheap :D

Posted by kk123 > 2016-07-20 20:38 | Report Abuse

Good..

Posted by kk123 > 2016-07-22 22:49 | Report Abuse

Bang ...bang...bang...good

Posted by blackout87 > 2016-07-24 02:36 | Report Abuse

waiting for 1 year already.

Posted by kk123 > 2016-07-27 13:17 | Report Abuse

Now u see what i mean

Posted by kk123 > 2016-07-27 13:29 | Report Abuse

Now at bottom so good price

Posted by VegeKingII > 2016-08-01 19:08 | Report Abuse

kk

Posted by GG_Liang > 2016-08-02 22:03 | Report Abuse

all in

Posted by LKOH > 2016-08-18 18:19 | Report Abuse

Still make losses in Q2... bought in too early. Should only start buying this Q

Posted by LKOH > 2016-08-18 19:03 | Report Abuse

Losses due to deferred tax

Posted by born2bking > 2016-08-18 23:35 | Report Abuse

No no notion..

Posted by sherlock > 2016-08-19 03:11 | Report Abuse

bad result?not really,headline losses mainly due to inventory write off(rm3.6m),derivative settlement losses(rm3.2m) and deferred taxes provision(rm6.4m).

to evaluate notion's performance,EBITDA will be better indicator,which stood at RM10.9m even after deducted items above.

if share price drop to RM0.38-0.385 level due to current losses,i think that will be good chance to re-collect.

Posted by TunM > 2016-08-19 08:58 | Report Abuse

Finally. Chance to collect cheap <3

Posted by PeterNg > 2016-08-19 09:15 | Report Abuse

Not sure whether it will deep further.

Posted by projecti2016 > 2016-08-19 13:33 | Report Abuse

should be among the low range now. buy and wait for recovery. Next QR is your hope.

Posted by projecti2016 > 2016-08-19 13:34 | Report Abuse

scouting for 0.37

Posted by beso > 2016-08-19 14:07 | Report Abuse

bo chow si

Posted by TunM > 2016-08-19 15:19 | Report Abuse

What is bo chow si

Posted by projecti2016 > 2016-08-24 21:17 | Report Abuse

No run = die

Posted by sherlock > 2016-09-08 00:00 | Report Abuse

collecting mode.

Posted by TAH > 2016-09-08 00:54 | Report Abuse

Better buy L n G lah, coming

Posted by projecti2016 > 2016-09-08 08:16 | Report Abuse

Averaging down to get out sooner.

Posted by sherlock > 2016-09-17 01:01 | Report Abuse

usd 4.15.

Posted by sherlock > 2016-09-17 01:03 | Report Abuse

if could maintain at current level,notion might fly soon.

Posted by projecti2016 > 2016-09-17 10:22 | Report Abuse

I wanna get out soon and move to other counter. Waiting 0.390 and bye bye

Posted by mememe > 2016-09-20 22:48 | Report Abuse

hng33 wants you to buy JTIASA

Posted by blacksnake > 2016-10-11 09:48 | Report Abuse

notion start engine....... WB up up......

Posted by naaim207 > 2016-10-11 11:18 | Report Abuse

hopefully, not just one day show

Posted by Val-Elta > 2016-10-11 18:53 | Report Abuse

USD to RM 4.19 now, notion hedging is already finished 100% mid august. So for september month their earning should be fully at 4.10+ range.

USD to RM stronger reason is because china lowered their currency, this is not just a short term thing.. And yes, I'm still around, although I dont say much now :)

Posted by 6055 > 2016-10-11 20:38 | Report Abuse

val elta. 4.10+- range is USD to RM? higher better for notion?

Posted by Val-Elta > 2016-10-13 20:13 | Report Abuse

Yes, Notion is exporter so it's good.. take it day by day la. So far so good... don't want to over comment too much @@

Posted by Investhor > 2016-10-26 17:16 | Report Abuse

Notion broken downtrend channel..if break 40c tomorrow might see more interest in this counter

Posted by Investhor > 2016-10-27 11:50 | Report Abuse

notion broken 40c..now 40c become support to move higher

Posted by projecti2016 > 2016-10-27 12:15 | Report Abuse

0.37!