Posted by hng33 > 2015-07-22 16:20 | Report Abuse

Will be adjusted

Posted by Roger123 > 2015-07-22 16:35 | Report Abuse

Sometimes talk too much, money will fly away

Posted by SinGor > 2015-07-22 16:42 | Report Abuse

Already closed book.

Posted by Roger123 > 2015-07-22 16:46 | Report Abuse

Singor: I hope u know wat I meant

Posted by SinGor > 2015-07-22 16:49 | Report Abuse

Understood

Posted by upsidedown119 > 2015-07-22 16:50 | Report Abuse

Call warrant price will fly with mother once special dividend is declared. Maybe not as much as mother because of the conversion cost but will fly enough. If call don't fly with mother share, investors will just convert to mother to get the special divvy at less than the market price of the mother share.

Posted by kahhoeng > 2015-07-22 17:01 | Report Abuse

hng33, I tried once with puncak call warrant, it went from a profit of over 50% to a loss of 100% having too ambitious on water restructuring... Now, try to avoid any call/put warrants unless I learn how to sell first.

Posted by kahhoeng > 2015-07-22 17:03 | Report Abuse

haha... I am hoping for at least 3.70 cause I didn't sell at 3.74 last time, nothing about being happy. will see how things go after restructuring completion is announced

Posted by Roger123 > 2015-07-22 17:24 | Report Abuse

Call warrant will move faster later

Posted by Roger123 > 2015-07-22 17:27 | Report Abuse

Uncertainty.... Global market Will be in chaos soon. Hope next year not this year. Final push. Gold...

Posted by Roger123 > 2015-07-22 17:28 | Report Abuse

Kahhoeng: if puncak don't move this year. U r bye bye

Posted by hng33 > 2015-07-22 17:29 | Report Abuse

kahhoeng

I bought Puncak CG at 13sen, effectively my cost for Puncak is at RM 3.13 already if take into account conversion price + ratio. Therefore, these cost is about 14% higher than Puncak current price RM 2.75.

But if your target price for Puncak is at RM 3.70, or upside 35%, then CG will have to surge 57sen, a whopping 340% gain!!

Even with most conservative target price of RM 3.20, a upside of 16% for Puncak in next 6 month (cum special dividend), Puncak CG still have upside of 7sen, or 54% potential gain.

Due to limited capital available, i'm opt for Puncak-CG at 13sen, more than 21x cost lower than direct exposure to Puncak now, i'm further increase volume higher in order to get comparable absolute gain.

Posted by smartly > 2015-07-22 17:41 | Report Abuse

hng33, what is ratio for CG ?

Posted by cheoky > 2015-07-22 17:53 | Report Abuse

Buying CG is buying the deal sure completed in 60days.....

Posted by kahhoeng > 2015-07-22 20:28 | Report Abuse

roger123, yes, if puncak don't move this year, I will most likely suffer, and that's why I curse Azmin so much...

hng33, your strategy sounds alright. Problem with me is I can get greedy when its supposed to be the time to sell...

Posted by superspeculator > 2015-07-22 21:47 | Report Abuse

I'm a fence sitter now, not holding any position in the mother share. Only some puncak cg. Will be back if the time is right.

Posted by superspeculator > 2015-07-22 21:53 | Report Abuse

There will be one delay after the 60 days. It can only complete in Nov.

Posted by jacklintan > 2015-07-22 21:54 | Report Abuse

Looks like green light on Puncak. :)

Posted by cheoky > 2015-07-22 22:31 | Report Abuse

After so many delays, superb speculator u know what -you are suffering from confirmation bias too... lolx. Lots of learning here... welcome

Posted by SinGor > 2015-07-23 09:02 | Report Abuse

Superspeculator. Can name the cause of delay.
I divided this restructuring into 3 parts
1) 2 billion loan with collateral ( almost done---2 -3 weeks )
2) 9.65 liabilities ( now in progress-- 4 weeks bcoz most staff are on 9to5 job as
compare to Azmin & Ongkili who has other duties )
3) Splash new acquisition price. ( continue this week )
( kps + SweetWater= 60%. Even offer is slightly lower Gamuda can be voted out but
off course gamuda can take legal action to over turn the vote )

Posted by SinGor > 2015-07-23 09:30 | Report Abuse

Lifting of liabilities is very important. i am following closely. Splash deal can be mutually
exclusive from Puncak deal ( can be done once liabilities are lifted )

Posted by SinGor > 2015-07-23 09:33 | Report Abuse

If it is Umno and Crony deal, i have seen cash paid out with only main clauses satisfy while
other smaller details left undone( for years)

Posted by hng33 > 2015-07-23 09:52 | Report Abuse

Sorry, there is some mistake in my posting on Puncak-CG, need to rectify here. Bought at 13sen + ratio 3:1 + conversion price RM 2.70, therefore 'cost' should be RM 3.09

Posted by Wiwangwang > 2015-07-23 10:49 | Report Abuse

Buy .. Buy .. Buy . . Is time to buy . After earn this puncak kao kao .. wish we have enough time switch back to kps . Make a final round profit in this water sector . . Everyone huart ar ...

Posted by kahhoeng > 2015-07-23 15:11 | Report Abuse

Any idea why so many shares change hands @ 2.77? Thanks

Posted by SinGor > 2015-07-23 15:12 | Report Abuse

Roger buying

Posted by kahhoeng > 2015-07-23 15:22 | Report Abuse

Somebody has to be willing to sell these many shares also before roger can buy leh

Posted by cheoky > 2015-07-23 15:23 | Report Abuse

offer higher price la.

Posted by SinGor > 2015-07-23 15:34 | Report Abuse

Yesterday Roger very anger bcoz cannot get 1.5mil shares. Today going buying spree

Posted by cheoky > 2015-07-23 15:45 | Report Abuse

mortgage his dog too for shopping spree?

Posted by hng33 > 2015-07-23 15:50 | Report Abuse

:D)

Posted by kahhoeng > 2015-07-23 15:51 | Report Abuse

My question raises puncak share price? Fainted..

Posted by SinGor > 2015-07-23 15:53 | Report Abuse

Now Roger is really really pissed off

Posted by hng33 > 2015-07-23 15:54 | Report Abuse

Puncak-CG 小刀据大树 :D)

Posted by Roger123 > 2015-07-23 16:09 | Report Abuse

I told u I am back

Posted by SinGor > 2015-07-23 16:11 | Report Abuse

Breaking 2.80--- 6 months High

Posted by SinGor > 2015-07-23 16:12 | Report Abuse

Thanks Roger. Poor Dog

Posted by hng33 > 2015-07-23 16:18 | Report Abuse

No matter poor dog or clown dog, so long can bark until Puncak high high....then is good dog :D)

Posted by SinGor > 2015-07-23 16:19 | Report Abuse

Now Roger got bragging Rights from today onwards.

Posted by speakup > 2015-07-23 16:53 | Report Abuse

Deng Xiao Hng?
HA HA!

Posted by hng33 > 2015-07-23 17:03 | Report Abuse

:D)

Posted by ckk2266 > 2015-07-23 17:47 | Report Abuse

Highest closing since March

Posted by samsoongyc > 2015-07-23 21:21 | Report Abuse

Roger123
Correction it's " well connected syndicate kaki " . Now talk long stories who cares....

Posted by cheoky > 2015-07-23 22:09 | Report Abuse

Cant understand roger conspiracy theory... confused explaination. Ala most important now is deal on or not.....

Posted by ec1705 > 2015-07-23 22:37 | Report Abuse

well, got to welcome Roger123 being more transparent with his thoughts.

Posted by iamnat > 2015-07-23 22:58 | Report Abuse

lol... syok sendiri

Posted by samsoongyc > 2015-07-23 23:07 | Report Abuse

cheoky
Agreed....!!

Posted by Roger123 > 2015-07-23 23:10 | Report Abuse

cheoky: i just gave the hints, i wont explain it clearly. But if u read properly, u will realize that why puncak is undervalue until now

Posted by Roger123 > 2015-07-23 23:12 | Report Abuse

Deal will be on. But does not mean the share price will fly high

Posted by cheoky > 2015-07-24 09:22 | Report Abuse

Still dont understand le.... conspiracy news reached your side should be no news liao...Puncak is depressed/undervalue till now got relevant to LTH planned act? Your analysis is out of box, creative! better than Ben Graham value investing. Salute! Please tell us when the money RM1.55b had entered into PNHB.. I will double up. But dont let The edge get the news 1st. Then you are the headline just like Dato Tong and Tony Pua. That is what you intend to achieve right? By then, you have mine.