Posted by skybird > 2016-08-22 11:30 | Report Abuse

kena tipu

Posted by hng33 > 2016-08-22 11:44 | Report Abuse

I view it total differently, Triplc share price return back due to delay is fair to new comer. offer opptunity to join in at current entry price :D)

Posted by davidkkw79 > 2016-08-22 13:08 | Report Abuse

......= = so zai....joint venture.....

Posted by little_snake > 2016-08-22 13:24 | Report Abuse

JV then buy hohup... buy buy buy =P

Posted by skybird > 2016-08-22 13:43 | Report Abuse

I only expect scenario 1 : Land Sale Proceed. Scenario 2 : Buyer not proceed and deposit Forfeit. I did not expect Seller return deposit to buyer.

Posted by hng33 > 2016-08-22 15:39 | Report Abuse

Triplc and worldwide not yet sign SPA which require 10% depsoit, worldwide only paid earnest deposit of 2 %. Refundable if condition precedent not fulfil.

Posted by skybird > 2016-08-22 16:40 | Report Abuse

Back to square one High Gearing Company

Posted by hng33 > 2016-08-22 17:35 | Report Abuse

High gearing is due to loan secure to develop MARA college under 24 year concession. Triplc in turn get monthly fees from MARA to repay loan over the entire concession period.

Posted by prahadude > 2016-08-22 22:36 | Report Abuse

before HOA signed ,its around 1.45

Posted by skybird > 2016-08-23 10:31 | Report Abuse

Not a trustworthy company........now if Puncak still proceed to take over is also 50 50.......

Posted by skybird > 2016-08-23 10:39 | Report Abuse

Expected high loss in next quarter since trade receivables is gone

Posted by davidkkw79 > 2016-08-23 10:47 | Report Abuse

Good time to let u buy also don't know buy.... = =

Posted by skybird > 2016-08-23 13:37 | Report Abuse

Once bitten , Twice shy. Now is Twice Bitten. Land sales abort. Takeover postpone.

Posted by little_snake > 2016-08-23 18:20 | Report Abuse

later it comes bite your skybird, kikiki

Posted by Jay > 2016-08-23 18:47 | Report Abuse

my take on the current scenario
http://klse.i3investor.com/blogs/purelysharing/102783.jsp

Posted by Jay > 2016-08-23 18:52 | Report Abuse

it's quite impossible for the company to turn into losses. recognising the interest on receivables alone would be enough to sustain them. unless they go ahead with the new contract and incur high startup costs while revenue yet to be recognised. corporate governance wise it's as shit as it can be, but biz model wise it's as solid as you can hope for

Posted by Jay > 2016-08-24 07:32 | Report Abuse

I think it would be best if Puncak buy the biz and the land together and pay a fair price for it (scenario 2). This way it will realise its deep value asset in a short timeframe

Posted by Jay > 2016-08-24 07:35 | Report Abuse

someone ask why I think the biz model is solid. well, they have completed the phase 2 contract so now their main biz is goyang kaki, wait till time come to collect payment from uitm, pay a portion to their bondholder and keep the rest. the risk is uitm aka government default in payment

Posted by Jay > 2016-08-24 09:05 | Report Abuse

well if both parties signed a HOA and negotiating is considered speculation, then I don't know what is the Kelantan water concession, figment of imagination built in the sky? is negotiating deals among two companies you own more difficult, or getting umno and pas to officially work together more difficult?

Posted by skybird > 2016-08-25 13:41 | Report Abuse

Nothing is more difficult than to know what is their real intention

Posted by hng33 > 2016-08-25 16:48 | Report Abuse

:D)

Posted by hng33 > 2016-08-26 10:34 | Report Abuse

Expect take over finally to go ahead to win-win for both triplc and Puncak.

Posted by musangfoxking > 2016-08-28 12:01 | Report Abuse

aiyoh! be careful.. many wolves dress like little red riding hood!

Posted by musangfoxking > 2016-08-28 12:02 | Report Abuse

follow me at oka!!!! i believe the great FORTUNETELLER!!!!

Posted by davidkkw79 > 2016-08-31 12:48 | Report Abuse

Here, I m in again.

Posted by Xinquan > 2016-08-31 12:57 | Report Abuse

Perhaps a trap set 2nd round goreng? Sharks are not known to be generous.

Posted by davidkkw79 > Aug 31, 2016 12:48 PM | Report Abuse
Here, I m in again.

Posted by davidkkw79 > 2016-08-31 15:38 | Report Abuse

Look like u have bet big in China xinquan stock, and now want to find Victims to release your loss money. Pity u.

Posted by Xinquan > 2016-08-31 16:46 | Report Abuse

What is Triplc doing? Empty tin?

Posted by little_snake > 2016-08-31 20:26 | Report Abuse

ya... triplc is empty tin... but PAT and eps confirm more than xinquan as well as share price movement... kikiki...

Posted by TheRock > 2016-09-08 14:08 | Report Abuse

next wave is coming strong!

Posted by Jay > 2016-09-08 15:14 | Report Abuse

price recovered a bit but not supported by big volume yet. still waiting for the next wave

Posted by Up_down > 2016-09-08 15:32 | Report Abuse

Yoyo game. Want to collect cheap also not easy now.

Posted by hng33 > 2016-09-23 17:00 | Report Abuse

:D)

Posted by husky88 > 2016-09-24 12:54 | Report Abuse

Jumping type lol

Posted by Ckk2266 > 2016-09-26 16:16 | Report Abuse

Patience...Aim The Bull

Posted by Up_down > 2016-09-26 16:56 | Report Abuse

No need much. Hope Puncak to offer a price equal to NTA 2.55 is sufficient. Lol

Posted by Ckk2266 > 2016-09-28 17:39 | Report Abuse

Will attend AGM

Posted by Jay > 2016-10-07 09:47 | Report Abuse

new substantial shareholders after existing shareholders sold to them. selling shareholders are not the major shareholders and are not involved in the operations as well so should be ok

Posted by TheRock > 2016-10-08 21:49 | Report Abuse

RM2.60!!! No run chicken!

Posted by chonghai > 2016-10-10 08:48 | Report Abuse

RM 2.6 only ? A bit disappointed !!!

Posted by Jay > 2016-10-11 14:48 | Report Abuse

base case I'm assuming Triplc will sell the concession and construction biz to Puncak at around RM145-180m or about RM2.08-2.58 per share. then they might distribute some as special dividend and retain the rest for property development. but these are just my assumptions based on the info available

Posted by Ckk2266 > 2016-10-14 09:28 | Report Abuse

Accumulation mode

Posted by Jay > 2016-10-14 23:29 | Report Abuse

price has been trading sideways since it steadies after the land disposal was cancelled. breakup or breakdown after this will depends on the outcome of the HOA by 17 Nov

Posted by Jay > 2016-10-14 23:32 | Report Abuse

if touch wood, Puncak doesn't acquire the biz, price will fall as short term investors will exit. however long term the company is very solid, recommended for those who are in for long term investment but gestation period could be quite long

Posted by moneyinc > 2016-10-16 18:19 | Report Abuse

i hope the puncak will buy triplc's biz, and i hope the price can more then 2.30 cause i trap in 2.275....

Posted by Jay > 2016-10-18 10:32 | Report Abuse

puncak buying plantation biz, 60% around RM270m. mostly unplanted land, those planted ones are mostly still immature so the biz is loss-making. earnings contribution will be minimal in near term so Puncak likely still have to look for other biz for income

Posted by chonghai > 2016-10-18 16:39 | Report Abuse

Ya, I also hope Puncak come in fast. I am stuck at 2.8.

Posted by Jay > 2016-10-19 09:48 | Report Abuse

??? how can you be stuck at 2.8?

Posted by Ahbeng11 > 2016-10-19 10:09 | Report Abuse

1.8 or 2.8 ?

Posted by moneyinc > 2016-10-20 08:23 | Report Abuse

2.28 izit?chonghai big big