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

124,800


4 people like this.

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

apolloang

18,163 posts

Posted by apolloang > 2019-08-26 12:40 | Report Abuse

why don't u pick a lottery like that

apolloang

18,163 posts

Posted by apolloang > 2019-08-26 12:41 | Report Abuse

comparing proton and bmw……..hahaha

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 12:41 | Report Abuse

Posted by apolloang > Aug 26, 2019 12:37 PM | Report Abuse

I tot u will say u bought kps at 40cts too.....hahaha

YOU SO CLEVER!!

CALVIN AND JOHOR SIFU ONCE BOUGHT KPS IN YEAR 2006 FOR ONLY 40 SEN

AND KPS

K = KABOOM
P = POWER
S = SURGING

GONE UP ALMOST 1,000% TO OVER RM3.90 2 YEARS LATER

HMMM?

GOOD IDEA

apolloang

18,163 posts

Posted by apolloang > 2019-08-26 12:43 | Report Abuse

then bought back at 1.64 now lose back all again.....KPS is KePala Pusing

apolloang

18,163 posts

Posted by apolloang > 2019-08-26 12:43 | Report Abuse

kwantas leh bought at 40cts? hahaha

apolloang

18,163 posts

Posted by apolloang > 2019-08-26 12:46 | Report Abuse

UZMA soon below 60cts again....just like all the mabuk stocks

apolloang

18,163 posts

Posted by apolloang > 2019-08-26 12:48 | Report Abuse

I still remember told me to ell greatec at 96cts and dump in uzma…..Holland king lah….sorry I am not that stupid.....hahaha

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 12:55 | Report Abuse

You so clever?

NancyTang also so clever!

kent_1

102 posts

Posted by kent_1 > 2019-08-26 13:15 | Report Abuse

manage to buy some at 0.635

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 13:18 | Report Abuse

Posted by kent_1 > Aug 26, 2019 1:15 PM | Report Abuse

manage to buy some at 0.635

YOU ALSO SO CLEVER?

I queued from 64 sen to 60 sen

I only got at 64 sen

You clever to queue at 63.5 sen earlier than me

I must call KL Remisier to wake up earlier and queue earlier for the early birds got the best worms

In this case those queue early got the best price

3iii

13,197 posts

Posted by 3iii > 2019-08-26 15:36 | Report Abuse

In this falling market, the baby is thrown out with the bath water.

Stay with high quality growth stocks available at fair or bargain prices.

Avoid gruesome stocks at ANY prices.



Buffett is great.

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 15:40 | Report Abuse

Gruesome stocks?

Go wash your face and see how your hero Philip picked ql and petchem

You better wake up!

Today Uzma's good for bargain hunters

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 15:48 | Report Abuse

There are 6 category of stocks according to Sifu Peter Lynch

Calvin buys all 6 types Sifu Peter Lynch recommended

Just like Calvin eats

1.vegetable
2. Meat like beef
3. Eat fish and salted fish
4. Eat fruits
5. Eat fowl like chicken or quail
6. Eat root plants like sweet potatoes, yam and tapioca

So Calvin can buy all kinds of stocks and succeed

See Calvin bought Mp Corp below 10 sen.
Now mp corp is ham yo fan sang

As for 3iii?

He only eat one type of food all his entire life
So all his entire investment life revolves only round a very few growth stocks now old and stale like Dutch lady turning into Holland grandma

3iii is like a cow eating only vegetable

Tell him to eat beef?

Beef like Uzma?

He calls it gruesome?

Yes of course
Of course!!!

Cow calls eating beef gruesome?

3iii

13,197 posts

Posted by 3iii > 2019-08-26 15:56 | Report Abuse

>>>

Posted by 3iii > Aug 23, 2019 3:09 PM | Report Abuse X

https://drive.google.com/file/d/1L0xYBFPanUD3ye7YEHYLXCqnkTUOza38/view

Gruesome company

UZMA

Net Profit Margin 4.9%
ROE 3.7%
ROIC 2.2%



Deteriorating fundamentals!!!!

Comparing years 2018 with 2013
Years 2018 ... 2013

Revenue 361.2m .... 405.9m
Net profit 17.6m .... 33.1m
Net Profit Margin 2.4% ...8.1%

Declining revenue, net profit and net profit margins


Interest expense 25.6m .. 2.7m
Capex 56.3m .... 11.3m
Dividends 0 ... 2.6m

Total Debt 385m ... 33m
Net Debt 325m ... -5m(cash positive)
Net Debt/Equity 0.68 ... 0.04

Increasing debts, interest expense and stop in dividend payments.


ROE 3.7% ... 24.5%
ROIC 2.2% ... 25.4%

Declining ROE and ROIC. ROE and ROIC were terribly low.


>>>>


The three investment bank analysts were perfectly fine in downgrading this company in their analysis. They gave their reasons which were more objective than calvin's; more acceptable and more plausible.

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 17:14 | Report Abuse

SO GOOD

With 3iii spewing naysayers' doubts Uzma was sold down to 63.5 sen & 64 sen Calvin bargain hunt time today

AS I SAID BEFORE THIS 3iii HAS ONLY TUNNEL VISION

HE CANNOT SEE UZMA'S NET ASSETS HAVE GROWN FROM RM1.04 TO RM1.54 OR UP 48%

SEE WHAT UZMA MANAGEMENT SAYS ABOUT NET ASSETS GROWTH

3. Financial effects

The Contract will not have any effect on the share capital and shareholding structure of the Company. It is expected to contribute positively to the earnings of the Company and enhance net assets per share of the group for the financial year ending 30 June 2019 and onwards until the expiry of the Contract.

READ AGAIN

{{{IT IS EXPECTED TO ENHANCE NET ASSETS PER SHARE}}}

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6099293http://www.bursamalaysia.com/market/listed-companies/company-announcements/6099293

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 19:35 | Report Abuse

Posted by 3iii > Aug 26, 2019 3:39 PM | Report Abuse

A broker came with an option to buy some of Utusan's hard assets.

Opportunities come in various ways.

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 19:35 | Report Abuse

Posted by calvintaneng > Aug 26, 2019 7:33 PM | Report Abuse X

Posted by 3iii > Aug 26, 2019 3:39 PM | Report Abuse

A broker came with an option to buy some of Utusan's hard assets.

Opportunities come in various ways.

IS THIS THE REAL 3iii? OR FAKE ONE?

HOW COME YOU DON'T KNOW UZMA HAS LOTS AND LOTS OF HARD ASSETS

1) DRILLING BUSINESS & EQUIPMENT WITH Half a Billions

2) OFF SHORE HWUs in Malaysia

3) ONSHORE HWUs in Thailand

4) INVESTMENTS IN SETEGAP

5) REAL ESTATES WORTH RM60 MILLIONS

Share price of Uzma = 64 sen

Net Assets of Uzma = Rm1.54

SO SELLING OFF ASSETS AT RM1.54 MINUS 64 SEN SHARE PRICE A SUPLUS OF 90 SEN

NOW LOOK AT UTUSAN

SHARE PRICE IS 5 SEN

NEGATIVE ASSET = -90 Sen

So -90 minus 5 sen = - 85 sen

THAT MEANS THAT ASSETS MINUS L:IABILITIES FOR UZMA = + 90 SEN

AND UTUSAN SELLING WHATEVER ASSET ALSO CANNOT COVER DEBT = - 85

SO UZMA GOT A HUGE PLUS

AND UTUSAN GOT A HUGE MINUS

SO BASIC MATHS

BUT 3iii CANNOT SEE ONE HOR?

Posted by sammj101286 > 2019-08-26 20:39 | Report Abuse

Hi, Calvintan... Time to go IN Velesto, also?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 21:00 | Report Abuse

Yes velesto is good

With hwus and jackup rigs sure profitable years ahead for velesto.

MAHza

60 posts

Posted by MAHza > 2019-08-26 22:42 | Report Abuse

Calvintaneng,i need ur advice for perdana & widad..pls reply there...

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-26 22:57 | Report Abuse

Mahza

Perdana got debt problem which I think has been resolved, hopefully.
Widad I didn't study it yet so I can't comment

Michael Kwok

6,448 posts

Posted by Michael Kwok > 2019-08-26 23:06 | Report Abuse

Dear that time that Calvin buy are very cheap.Dear,I evèn have my few hundred percent before lah on Calvin year or selected year out of 10 years.Do ur homework before buy stocks.Cannot tembak for result like SPM or college degree.Hints look for oversold shares in monthly chart(at least 6 months).Look for AT(0072).AT losses not because off businesses but because of having new factories(old+new together).After moving to fully new factories the losses will be small and profit will come because got 2 new contract from international company(100 percent direct involvement)

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 10:38 | Report Abuse

Good morning

By Friday hopefully the results of Uzma will be out

Of all oil and gas stocks Uzma performed well during the bad years of 2014 to 2017

Why is it so?

Answer:

Because Uzma is into a wide spectrum of oil and gas services for Petronas and other oil entities

It commission and also decommission oil rigs

In boom times Petronas will launch more exploration for oil and commission more oil rigs and oil platforms to be built in the South China Sea. So Uzma has got

3 oil rig commissioning jobs
Followed by live 6 more
Total 9

And in bad times or when oil rigs have served their useful purpose after 40 years when oil has all been extracted and the oil wells dried up?

Petronas will have to remove these abandoned derelict oil platforms from open sea or it poses danger to passing ships

And this is where Uzma gets more jobs in decommissioning ....the dismantling and removal from high seas

Currently Uzma has been given decommissioning jobs for 22 oil wells in one go.

And it takes 10 to 14 days to dismantle and remove one oil platform. 22 x 2 weeks per oil well = 11 months

So far only 6 out of 22 oil wells have been decommissioned

Why so slow ?

The reason is due to the North East monsoon blowing from Nov. to March 2019

That was why the report in May 2019 (for Jan to March 31, 2019) was no good, with impairment added.

Now that monsoon is over by March 2019 the months of April, May and June 2019 will be reported in Aug 2019 results

How many of the remaining 16 oil wells will be decommissioned? And since payment from Petronas is progressive (payment piecemeal in time when jobs are completed)

Will this quarter result be better?

Any more impairment

For that we will know by this week

Have a nice day

Regards,

Calvin Tan
Singapore

BTW. .very nice cool weather in Singapore this blessed morning

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 10:49 | Report Abuse

Note further

People afraid oil price might crash and Petronas will be affected and then oil and gas companies will be impacted?

Yes for all who do commissioning and hook-up during boom times

But in bad times these oil entities will not be able to get jobs

Casualties are perisai, Alam, daya, sumatech, Armada, swibor, Ezra and barakah

Barakah?

Barakah has rigid equipment that cannot be repositioned or recycle into other needs of the oil and gas industries

Uzma one the other hand is very versatile

It meets the need of both boom and bad times
This is the reason Uzma stands apart from others

MAHza

60 posts

Posted by MAHza > 2019-08-27 13:15 | Report Abuse

Calvin What uzma TP?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 13:47 | Report Abuse

Uzma TP?

Some benchmarks are

1. Rights Issue price taken up by Directors was 75 sen
So 75 sen is the first target to cross

2. Directors lowest selling price for Uzma was Rm1. 00

Below Rm1. 00 no directors have sold any
So we can say the next target price after 75 sen should be Rm1. 00

Longer term?

Since Nta is Rm1. 54 after 30% discount by Ben Graham margin of safety principle should be Rm1. 08

But since Uzma already secured so many jobs in hand I think Rm1. 20 should be a fair price

So is Rm1. 20 a fair price?

Wait and see

MingGoon

1,774 posts

Posted by MingGoon > 2019-08-27 14:59 | Report Abuse

so high already Uzma, still can buy in ? Catch the falling knife ?

MingGoon

1,774 posts

Posted by MingGoon > 2019-08-27 15:02 | Report Abuse

Volume uzma - so little only 200K only at0.645

MingGoon

1,774 posts

Posted by MingGoon > 2019-08-27 15:03 | Report Abuse

Salute now 0.64 - 9.5Million .... Salute has more potential to win big.
Uzma need more volume like salute then will win big

MingGoon

1,774 posts

Posted by MingGoon > 2019-08-27 15:03 | Report Abuse

Money is yours, choices is yours.... pick your stock carefully

Posted by 10218296660755375 > 2019-08-27 15:08 | Report Abuse

Salutica 0.64, not high . Uzma 0.64, high price..
Nice brain..
Let's see qr how..

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 15:36 | Report Abuse

Stay in the gold mine
Don't be itchy going to salutica the landmine

Last time sorchai left pm Corp for patimas which went bankrupt

So stay safe

MAHza

60 posts

Posted by MAHza > 2019-08-27 19:31 | Report Abuse

I will enter uzma at 62...Totally cant rebound at 645...wait at 62 and then buy

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 20:18 | Report Abuse

Hi guys

listen to Shillong Chamber Choir at Saint Petersburg State Academic Capella

https://www.youtube.com/watch?v=QOooAcToepg&list=RDSO6boX0OKYU&index=2

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 21:19 | Report Abuse

O HOLY NIGHT By Sissel

https://www.youtube.com/watch?v=XUgfL-2r6W8

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 21:25 | Report Abuse

POWERFUL SOPRANO VOICE

https://www.youtube.com/watch?v=ErN8JDGjrHQ

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-27 21:52 | Report Abuse

I DREAM A DREAM By Susan Boyle

https://www.youtube.com/watch?v=wnn6mShs1P8

Posted by williamchan82 > 2019-08-28 09:50 | Report Abuse

good morning calvin,
buy at 0.65, dunno when can up 1.00? calvin

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-28 11:01 | Report Abuse

Good morning all

Yesterday barakah insiders sold lots of barakah shares at 3.5 sen to 3 sen

That shows that insiders/directors also lost faith in barakah

Now not one single insiders or directors sold any Uzma shares below Rm1. 00

This shows that they see value in Uzma and are all holding tightly

If 3 IBs and Kwap selling correct then these Directors/Insiders would have also sold

BUT none sell any this year

Instead one Uzma Director bought from open market 169 lots of Uzma shares from 57.8 sen to 59.5 sen

This shows that Uzma has bottomed out at bargain levels now

To buy now is safe as down side is very limited

Now we await upside

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-28 11:18 | Report Abuse

William

Wait for all the ongoing jobs which will translate into higher profits in coming qtrs report of August and November 2019

Posted by sammj101286 > 2019-08-28 13:27 | Report Abuse

Calvintaneng

Even with all those ongoing jobs and projects and persieved " preferential" treatment by petronus as alleged by one Sabah log.. Uzma can't show profits yet!!! Do you ever wonder WHY

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-28 13:35 | Report Abuse

Profits in which area?
In cash or in Nta?

"in cash nothing much to show as yet

In Nta it has steadily increased from RM1. 04 to Rm1. 54

Assets also cash

BUT cash in solidification

Or else why people take private these entities?

TheStore
Kulim
Tmakmur
Weida
Selangor prop
Daiman

So look at growth from the overall angle

Posted by sammj101286 > 2019-08-28 14:05 | Report Abuse

Yes NTA needed to be at a respectable level but for any entity to succeed and succeed well, with share price trending higher you need to show both "hardware and software"

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-28 15:30 | Report Abuse

Uzma TP?

Some benchmarks are

1. Rights Issue price taken up by Directors was 75 sen
So 75 sen is the first target to cross

2. Directors lowest selling price for Uzma was Rm1. 00

Below Rm1. 00 no directors have sold any
So we can say the next target price after 75 sen should be Rm1. 00

Longer term?

Since Nta is Rm1. 54 after 30% discount by Ben Graham margin of safety principle should be Rm1. 08

But since Uzma already secured so many jobs in hand I think Rm1. 20 should be a fair price

So is Rm1. 20 a fair price?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-28 15:31 | Report Abuse

Good morning all

Yesterday barakah insiders sold lots of barakah shares at 3.5 sen to 3 sen

That shows that insiders/directors also lost faith in barakah

Now not one single insiders or directors sold any Uzma shares below Rm1. 00

This shows that they see value in Uzma and are all holding tightly

If 3 IBs and Kwap selling correct then these Directors/Insiders would have also sold

BUT none sell any this year

Instead one Uzma Director bought from open market 169 lots of Uzma shares from 57.8 sen to 59.5 sen

This shows that Uzma has bottomed out at bargain levels now

To buy now is safe as down side is very limited

Now we await upside

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-28 15:32 |

Post removed.Why?

Posted by 10218296660755375 > 2019-08-28 15:44 | Report Abuse

Price keep dropping, possible bad qr ?

calvintaneng

56,631 posts

Posted by calvintaneng > 2019-08-28 15:46 | Report Abuse

NOTHING WRONG LAH

INSIDERS STILL HOLDING

SEE HOW CALVIN CHUN CHUN OPCOM EXPLODED UP?

Woodswater

3,778 posts

Posted by Woodswater > 2019-08-28 15:56 | Report Abuse

Buy some at 62 c

Woodswater

3,778 posts

Posted by Woodswater > 2019-08-28 15:56 | Report Abuse

If hit 60 c , I shoot kaw kaw b4 Qr !

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