UZMA BHD

KLSE (MYR): UZMA (7250)

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Last Price

0.845

Today's Change

-0.005 (0.59%)

Day's Change

0.84 - 0.845

Trading Volume

130,100


4 people like this.

6,206 comment(s). Last comment by TheContrarian 1 week ago

Woodswater

3,778 posts

Posted by Woodswater > 2019-08-20 09:08 | Report Abuse

Up trend , buy more !
Tx master Calvin .
Wakakakaka

paktua73

18,350 posts

Posted by paktua73 > 2019-08-20 09:42 | Report Abuse

done sold back all at 0.695,0.69
lock all good profit..
will be back later


tut tut
just swing trader

KWAP

109 posts

Posted by KWAP > 2019-08-20 10:05 | Report Abuse

Sell more 70 sen. Don't win any Petronas contract means future bleak.

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-20 10:07 | Report Abuse

Results of Uzma out soon in less than 10 days

Wait and hope for the best

All Directors still holding their RI shares at 75 sen

KWAP

109 posts

Posted by KWAP > 2019-08-20 10:33 | Report Abuse

Director bought <60 none abv 60 lately.

investopology

1,979 posts

Posted by investopology > 2019-08-20 10:33 | Report Abuse

Go, go, go Uzma.

Posted by sammj101286 > 2019-08-20 11:02 | Report Abuse

Hi calvintaneng.. Tx for valuable imput... Buying is easy but when to sell is difficult. So.. How about uzma?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-20 11:03 | Report Abuse

Directors still holding lots of Uzma Rights issue priced at 75 sen

NO selling below 75 sen like kwap

AND EPF bought from 90 sen to rm1. 00

Why EPF buy above RM1. 00?

calvin5025

535 posts

Posted by calvin5025 > 2019-08-20 11:06 | Report Abuse

actually how to check EPF holding stock

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-20 11:24 | Report Abuse

calvin5025
actually how to check EPF holding stock
20/08/2019 11:06 AM

1) GO TO BURSA WEBSITE

THEN SEARCH UNDER UZMA

TRACE BACK TO DAILY ACTIVITY

YOU WILL SELL ALL BUY SELL TRANSACTIONS

2) OR I3 INVESTOR FORUM WEBPAGE HERE

CLICK DISCLOSURES

THEN CLICK UNDER

INSIDER/ SHAREHOLDER

SCROLL BACK IN TIME TO SEE EPF BUYING DATES

TO CHECK PRICES GO TO TECHNICAL AND CLICK

THEN CLICK UNDER STOCK CHART

FROM THERE YOU CAN SEE DAILY TRADED HISTORY OF BUY SELL EVERY DAY

FROM THERE YOU CAN SEE EPF BOUGHT FROM 90 SEN TO OVER RM1.00 RECENTLY

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-20 11:55 |

Post removed.Why?

calvin5025

535 posts

Posted by calvin5025 > 2019-08-20 14:37 | Report Abuse

thanks calvintaneng

Woodswater

3,778 posts

Posted by Woodswater > 2019-08-20 16:03 | Report Abuse

Any sifu know?
I use Maybank online trading, I notice often appear transaction as 'Cross' or ' unknown'.
?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-20 19:01 | Report Abuse

Better change to rhb or aminvest better

As they are efficient

Woodswater

3,778 posts

Posted by Woodswater > 2019-08-20 22:29 | Report Abuse

Wakakakaka

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-20 22:34 | Report Abuse

Ahahaha

I think easier way is just phone remisier to key in buy or sell

And tell remisier to watch out when prices suddenly spike up to sell or prices crash down to buy

You can't earn all the money yourself so must let remisier earn some

Woodswater

3,778 posts

Posted by Woodswater > 2019-08-21 09:26 | Report Abuse

Noted, TX master!

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 09:54 | Report Abuse

Good morning all

Remember these points

1. August 30th 2019 result out in less than 10 days

2. This quarter will report April to June 2019 months activities. Monsoon over and 16 oil well decommissioning should be smooth

3. Insiders showing interest to accumulate oversold Uzma shares. They bought at 59.5 sen. So there is support.

4. Kwap selling almost over now. Epf still holding recent shares bought as high as Rm1.00. If epf starts buying again?

5. At 67 sen and NTA of Rm1.54 Uzma has highest margin of safety compared to other OGSE entities

6. Petronas still has over Rm15 billions alloted for upstream yet to be spent for year 2019

7. Pengerang RAPID needs 54.7 billion barrels of crude for refining Target

8. Uzma recent acquisition of setegap will enhance earnings just like complete logistic bought warehouses to increase revenue

9. Insiders RI price was 75 sen and no selling of Uzma shares below Rm1.00 even when 3 IBs downgrade and Kwap selling. They have tenacity and still holding firm Uzma shares

10. All the above are strong positive factors for holding on to Uzma shares are Uzma expected to see better days ahead

Icon8888

18,659 posts

Posted by Icon8888 > 2019-08-21 10:02 | Report Abuse

bought some at 68 to speculate

sifu Calvin please dont bring me to holland....

Posted by sammj101286 > 2019-08-21 10:40 | Report Abuse

Now all o&g counters mostly green except uzma which will follow later once profit taking done... Correct? Sifu Calvin?

Posted by williamchan82 > 2019-08-21 11:35 | Report Abuse

good morning calvintaneng, i parking price at 0.65, ok or not?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 12:17 | Report Abuse

Welcome on board Sifu Icon8888.

Yes sammj

Of all OGSE Uzma is the laggard with the highest margin of safety

William

Yes can
Some contra players who bought cheap earlier might take small profit and sell.

Hopefully August 2019 result will be good.

It should do very well as last quarter impairment should be over by now

Things should brighten up

moneykj

6,145 posts

Posted by moneykj > 2019-08-21 12:57 | Report Abuse

I also want buy. 0.60 can get or not?

Posted by williamchan82 > 2019-08-21 17:02 | Report Abuse

thanks calvin!

johnchew3

398 posts

Posted by johnchew3 > 2019-08-21 22:04 | Report Abuse

Seacera NTA rm 1.22 cash flow problem...

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 22:42 | Report Abuse

Seacera got land in semenyih

If lands are in good location can sell and save company like mp corp

If like lands are lousy then it is finished just like namfatt

So it is not just NTA
It is the quality and value of NTA

johnchew3

398 posts

Posted by johnchew3 > 2019-08-21 22:45 | Report Abuse

Symlife NTA rm1.53 price 0.38 fy’19 profit 39 %

4444

1,800 posts

Posted by 4444 > 2019-08-21 22:45 | Report Abuse

If Uzma NTA not junk why drop?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 22:48 | Report Abuse

Uzma has

1. 9 HWUs just like Velesto

2. Drilling oil business like scomies

3. Investment in setegap

4. Landed Real Estate assets worth over Rm60 millions

5. Other businesses as shown by ppe of Rm500 millions

Ppe = property, plant and equipment

Carimin has only rm160 millions in ppe. So it can't grow much. And Insiders selling

Penergy has Rm300 millions in ppe (better than carimin)

Dayang has Rm1. 6 millions in ppe. But Dayang has liability in perdana.

Of all 4 only Uzma price to assets is more than 50% discount

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 22:50 | Report Abuse

Correct
Dayang has Rm1. 6 billions in ppe. Only thing Dayang has liability in perdana which is going for Corp exercise

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 22:53 | Report Abuse

Since Uzma's 9 hwus are operational plus drilling oil business still ongoing and Rm60 millions in real assets = these are defensive against borrowings.

AND business in Setegap operates concurrently
Many other jobs awarded are also done concurrently as well as 16 oil wells decommissioning

4444

1,800 posts

Posted by 4444 > 2019-08-21 22:54 | Report Abuse

If Uzma NTA not junk why drop?

johnchew3

398 posts

Posted by johnchew3 > 2019-08-21 22:54 | Report Abuse

Uzma gearing ratio abt 0.7 , is 9 HWUs all in operation or pending order?? Pls advise

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 22:55 | Report Abuse

Hwus operating in thailand

4444

1,800 posts

Posted by 4444 > 2019-08-21 22:56 | Report Abuse

Why Dayang RM 1.48 rock solid?

johnchew3

398 posts

Posted by johnchew3 > 2019-08-21 23:01 | Report Abuse

Drilling oil business , ie jack-up rigs ?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 23:02 | Report Abuse

Regarding Thailand I was there in May for cruise to Phuket.

Nearby phuket is pang nga bay
Namfatt got 1,000 acres of prime lands there
Namfatt was 45 sen with Nta of Rm2. 00

Bur tsunami hit pang nga Bay in year 2004
So the lands became valueless and Namfatt gone bankrupt

For hubline the Nta was rusty ships and so they are useless

Always check up the NTA of companies

In TheStore case Nta are prime lands in shops and malls still at old book value

Daiman also got prime assets at Old book value
In daiman annual reports a ploy of land in
Jalan teratai 81, Tmn johor jaya has a book value of less than 10 sen psf

Where in Johor got freehold prime lands valued at less than 10 sen per sq ft?

NO wonder Daiman boss very happy to take daiman private at Rm3. 00 about 80 sen higher than Rm2. 00

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 23:06 | Report Abuse

Johnchew

Not jack up rigs but oil for drilling

Lots of oil needed during drilling for oil well

Drilling oil is to provide lubrication and cool down the drill or
They will be damaged

This is also a business of scomies

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 23:13 | Report Abuse

Why Uzma high Nta and low price but Dayang not so high Nta but price is higher?

Answer

Because of market perception

Dayang touted by Uncle Kyy with the huge following of goreng gang

Uzma is the very opposite. No one highlight it. And worst = 3 investment banks downgraded it. Plus Kwap selling and selling

So every sells in panic

Hence Dayang is so overpriced and Uzma so underpriced

Sentiment for Dayang very strong but sentiment for Uzma is weak

Over a short term lah

Over a very long term the true intrinsic value of Dayang versus Uzma will surface

Say look back in one or two years' time all will see the Real Value emerge

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-21 23:14 | Report Abuse

Late already. Good night.
Zzzzzzz.

johnchew3

398 posts

Posted by johnchew3 > 2019-08-21 23:26 | Report Abuse

HWUs for repairing oil well etc. Drilling oil demand is getting high as Velesto 7 unit jack up rigs 6 in operation with order , 1 unit in operation by september..

mukhriz02023

1,291 posts

Posted by mukhriz02023 > 2019-08-21 23:39 | Report Abuse

Berapa harga musang king grade A sekilo?

johnchew3

398 posts

Posted by johnchew3 > 2019-08-22 09:12 | Report Abuse

How is uzma BOD performance ? Not like Perisai sudden huge profit then sell of asset , and borrow the money to associate company....

johnchew3

398 posts

Posted by johnchew3 > 2019-08-22 09:56 | Report Abuse

Velesto have 4 unit HWUs

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-22 10:31 | Report Abuse

Yes velesto HWUs is marine based while Uzma's HWUs in Thailand mostly land based but in Malaysia should be offshore

johnchew3

398 posts

Posted by johnchew3 > 2019-08-22 10:54 | Report Abuse

Velesto will hv more jack up rigs by 2020 to 2021.Drilling oil demand gradually increase

slts

2,236 posts

Posted by slts > 2019-08-22 11:36 | Report Abuse

q4 damn goood. hold tightly

johnchew3

398 posts

Posted by johnchew3 > 2019-08-22 12:12 | Report Abuse

The Petronas Activity Outlook report for 2019-2021 indicates that the national oil major requires 16 to 18 jack-up rigs this year, and 17 to 19 in 2020 and 2021. This is in stark contrast to the fourth quarter of 2018 when nine or 10 jack-up rigs were deployed in Malaysian waters.

Posted by sammj101286 > 2019-08-22 12:58 | Report Abuse

Those who are not In, should get in before '' "ejeculation"... MYLanguage

KWAP

109 posts

Posted by KWAP > 2019-08-22 14:24 | Report Abuse

Sell more. You think so easy to get Thailand contract? Why not Thais take care their own companies rather than M'sia?

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