Posted by henbaram > 2021-12-29 20:03 | Report Abuse

are you guys buying risk or company? if you buy risk, go genting or Macau

Posted by PSAi3alert > 2021-12-29 21:20 | Report Abuse

The issues are not as straight forward as potential drop in revenue.

Dyson's margins are 20+% but gives it's suppliers 5% or less.

ATA is still manufacturing for Dyson until June 2022.

If revenue is the only consideration, Genting's price will be 2.0 and Air Asia's price will be 0.10.


BennyWhittman Still not convinced it will even breakout to above 72c again. The pervious average prior Contract termination was 2.60, less 80% Revenue by June 2022, it should be at 52c. For added goodwill, probably be at 55c to 57c. That's the value we look at until a new Contract is procured.

Not touching at above 60c.
29/12/2021 7:07 PM

Posted by oskchoon > 2021-12-29 21:34 | Report Abuse

First support is 0.58 , then follow by 0.38 , the last support is 0.29 , pls trade cautiously.. .

Posted by PSAi3alert > 2021-12-29 22:35 | Report Abuse

oskchoon, can you try to be unequivocal in your comments?


oskchoon First support is 0.58 , then follow by 0.38 , the last support is 0.29 , pls trade cautiously.. .
29/12/2021 9:34 PM

oskchoon NTA. is 0.67 , now the price is around 0.65 , it may bottom out soon for 2nd leg to form a Strong base for rebound out..
27/12/2021 5:25 PM

oskchoon Another leg soon will be formed to stage a rally up to test 0.745, then 0.79, follow by 0.84 to establish a up trend, pls be patience and trade cautiously, don't be a panic sellers or buyers..
27/12/2021 3:06 PM

Posted by Powerplay666 > 2021-12-29 23:07 | Report Abuse

Ataims was the downward multi bagger for 2021 but will be the upward multi bagger for 2022. Watch this space.

Posted by Legend > 2021-12-29 23:19 | Report Abuse

Tomorrow breakfast bilis goreng.

Posted by WMY2188 > 2021-12-30 07:42 | Report Abuse

Close gap 0.84 and then road to RM1....

Posted by Legend > 2021-12-30 08:56 | Report Abuse

Today breakfast roti telor goyang 2 biji

Posted by chshzhd > 2021-12-30 09:16 | Report Abuse

one ..

Posted by Hotstuff > 2021-12-30 09:21 | Report Abuse

hot news hot news.... new client will be announcing soon!! stay tuned!!

Posted by Hotstuff > 2021-12-30 09:22 |

Post removed.Why?

Posted by nixonteh85 > 2021-12-30 09:38 | Report Abuse

Buy buy buy 1lot lot 1 lot, main-main

Posted by harudin harudin > 2021-12-30 09:42 | Report Abuse

yes yes yes

Posted by BennyWhittman > 2021-12-30 10:08 | Report Abuse

@PSA

If Revenue/Sales is lost, why does the margin mattered?

Your Revenue might be 30 billions with only 1% margin, but if your 30 B is lost, what has the 1% to do with anything?

Posted by Seven77 > 2021-12-30 10:35 | Report Abuse

Contract lost still can sign new contract w other big company. This company will grow stronger. Lesson learnt

Posted by PSAi3alert > 2021-12-30 10:39 | Report Abuse

BennyWhittman,

First of all, there is no revenue loss at this juncture.

Look at the picture of the HR Minister's visit to ATA on the 9th of Dec and you will see Dyson's products being manufactured:

https://focusmalaysia.my/activist-andy-hall-questions-hr-ministers-u-turn-statement-on-ata-ims/

Off course the margins matter. Let's assume Dyson contribute to 80% of sales with 5% margin, and the other customers (Sagemcom, Schneider Electric, Swiftlabs, Ecobee and Cricut) contribute to 20% of sales with 20% margin. When Dyson gets dropped in 6 months time, the decline is margin is only 50% not 80%.

If revenue drop is the primary consideration, why isn't Genting's price at 2.0 and Air Asia's at 0.10 during the past 2 years? (I am of the opinion that Air Asia is worth 0.00 because of it's negative equity and the fact that it will never ever make money again).



-----

BennyWhittman @PSA

If Revenue/Sales is lost, why does the margin mattered?

Your Revenue might be 30 billions with only 1% margin, but if your 30 B is lost, what has the 1% to do with anything?
30/12/2021 10:08 AM

Posted by BennyWhittman > 2021-12-30 10:40 | Report Abuse

Next Question is when will drop to 55 sen? Waiting for you.

Not touching above 60c. Unless have new contract.

Posted by Powerplay666 > 2021-12-30 11:04 | Report Abuse

Those who just look at revenue lost will never make money in the stock market. If you think Ataims will just shake legs and wait for the revenue to drop next year and do nothing then you are not made for stock investment. Opportunity to strike is now while the price is attractive. New contracts I better not talk about for now. Just watch the space.

Posted by Lucifer999 > 2021-12-30 11:08 | Report Abuse

Baby sharkddoodoodoooo

Posted by BennyWhittman > 2021-12-30 11:46 | Report Abuse

Good. Why didn't you guys laugh and ridicule me when I called for SELL at 72c? Are you stuck at above 72c?

Posted by BennyWhittman > 2021-12-30 11:48 | Report Abuse

@PSA, to lose 80% Revenue from main contributor is a great blow. It's not who are the remaining rest but to make up the competitive vacancy available.

Given it is until June 2022 but to fill the vacant production with so huge lost may be bigger than just a 50% lost. Market always react in anticipation and FORWARD not wait till June 2022 to react.

Thank you for your opinions.

Posted by BennyWhittman > 2021-12-30 12:09 | Report Abuse

Badmosquito aka sweet&sourmosquito aka smilingmosquito (account suspended, excessive abuse) aka laugingmosquito......what's it to you what I hold or not?

Posted by Legend > 2021-12-30 12:17 | Report Abuse

Boring la hari2 lunch sambal bilis.

Posted by BennyWhittman > 2021-12-30 12:27 | Report Abuse

Not at this price.

55c remains our Fair Value and the current 62c might have the advantage of on-going Contract the next few months until June 2022.

We can wait.

Posted by BennyWhittman > 2021-12-30 12:30 | Report Abuse

REPOST :

Posted by BennyWhittman > Dec 23, 2021 3:37 PM | Report Abuse X

715c is good collection? From the average price circa 2.60 and the sharp decline to 38c on bad news. Some brave investors collected at 45c to 55c, and operators pushed to 86c past few days. From 86c dropped to 715c, and it's a good buy?....or is it good bye?

If loss of 80% income effective termination of Contract in June 2022, there is still time to negotiate, market for others to fill the book orders. But until a clearer future, best is only at 55c (loss of 80% from 2.60)

(Note : the typo of 86c...s.b. 76c)

----------------------------------------------------
REPOST :


Posted by BennyWhittman > Dec 24, 2021 8:38 AM | Report Abuse X

Every spike in price.....Run!.....sideways or downwards highly likely until new contracts to cover vacant production and income in 2022.

Posted by BennyWhittman > 2021-12-30 12:31 | Report Abuse

Our views and opinion vindicated as today's price is 62c.

Posted by investor2021trading > 2021-12-30 12:32 | Report Abuse

DYSON no u-turn!

Posted by BennyWhittman > 2021-12-30 12:32 |

Post removed.Why?

Posted by henbaram > 2021-12-30 12:34 | Report Abuse

sell. stay away

Posted by investor2021trading > 2021-12-30 12:35 | Report Abuse

20% of 2.60 is 0.52c!

Posted by dannysky12 > 2021-12-30 12:36 | Report Abuse

No volume for whole market....sleepy

Posted by BennyWhittman > 2021-12-30 12:41 | Report Abuse

Some allowance of Goodwill 55c - 57c is acceptable.

Today at 62c is added for duration of existing Contract until June 2022.

Comprende?

Posted by investor2021trading > 2021-12-30 12:42 | Report Abuse

PE is X8.14 but NTA is 0.67c!

Posted by Powerplay666 > 2021-12-30 12:45 | Report Abuse

There will be announcement soon for the capping of the stamp duty to rm1000 rather than the earlier 0.15%. Big boost for the market in general coming soon.

Posted by BennyWhittman > 2021-12-30 12:45 | Report Abuse

PE shall be re-rated.....

NTA is useful during liquidation, no bearing to earnings.

Posted by PSAi3alert > 2021-12-30 12:56 | Report Abuse

If Dyson's volume lost is certain, the volume gain by V.S. and SKP will also be certain. If the forward-looking market reaction were to hold true, V.S. and SKP prices would have spiked. But they did not.

I do not think Dyson is Mary Poppins. They probably announced termination of contract, after the bad press by Andy Hall, so as to avoid being banned by CBP of the States. Meanwhile, they will do whatever colonial slave masters do, to maximize profits for themselves.

Dyson's revenue increased by 6% to £5.7 billion and EBITDA increased by 18 per cent to £1.3 billion for the year 2020. That is during the pandemic and when many suppliers went into losses.

https://www.businesstimes.com.sg/companies-markets/dyson-posts-6-rise-in-fy2020-revenue-kickstarts-%C2%A3275b-investment-programme

If staff well-being is paramount, why is James Dyson resisting work from home guidance?

https://www.theguardian.com/technology/2021/dec/13/dyson-tells-many-of-uk-staff-to-work-in-office-even-after-plan-b-guidance-change



BennyWhittman @PSA, to lose 80% Revenue from main contributor is a great blow. It's not who are the remaining rest but to make up the competitive vacancy available.

Given it is until June 2022 but to fill the vacant production with so huge lost may be bigger than just a 50% lost. Market always react in anticipation and FORWARD not wait till June 2022 to react.

Thank you for your opinions.
30/12/2021 11:48 AM

Posted by BennyWhittman > 2021-12-30 13:03 | Report Abuse

VS and some other EMS were affected by the debacle of *forced labour* and VS did retract earlier. Now have recovered some.

But that said, ATA's bread and butter is under threat. We don't believe there would be a reversal of decision by Dyson.

The main issue is ATA's own problem now. Nothing to do with the other EMSs.

Your own rice bowl is under attack, think about that.

Posted by BennyWhittman > 2021-12-30 13:05 |

Post removed.Why?

Posted by investkl8 > 2021-12-30 13:06 | Report Abuse

Concurred with PSAi3alert

Posted by gohkimhock > 2021-12-30 13:09 | Report Abuse

If I were Dyson, I will shift all my orders to Vietnam or Indonesia. No more Malaysian companies. Enough said.

Posted by BennyWhittman > 2021-12-30 13:12 | Report Abuse

That might have been their true intention. No more Malaysian. Huge FDI out-flow the past year too.

Posted by gohkimhock > 2021-12-30 13:15 | Report Abuse

both Vietnam and Indonesia have vibrant workforce. At least can have some good night sleep zz..

Posted by PSAi3alert > 2021-12-30 13:20 | Report Abuse

Get f by bengali (rr88's typical words not mine) 80% of the time for 5 sen per shot, and now got to kiss ass for more at 3 sen per shot?

ATA's problem was not succumbing to Andy Hall's ransom.


BennyWhittman Dyson's contribution is 80% Revenue is not their Mary Poppins? Hell, I think they would be willing to kiss azz if needed.
30/12/2021 1:05 PM

Posted by BennyWhittman > 2021-12-30 13:25 | Report Abuse

We are adults and our investing decision are not marred by some crazy fools who had lost their minds. They would pop up in any counter to promote and the delete all posts when failed...hehehe Aske him about his twist and turn at ATECH

Posted by BennyWhittman > 2021-12-30 13:27 | Report Abuse

Vietnam and Indonesia offers local work force and not like Malaysia where we depend on foreigners. This is open to debate for accommodations and treatments. Some craft Write may abuse the *opened options* to some creative manipulations.

Posted by BennyWhittman > 2021-12-30 13:28 | Report Abuse

Vietnam and Indonesian local labour cost may even more competitive by far. Their locals can be easily handled and most importantly....working happily and not under any duress!!!

Posted by PSAi3alert > 2021-12-30 13:29 | Report Abuse

Sure or not? I thought he makes 100k per day in Bursa, HKSE, NYSE and some say Bombay stock exchange.


BennyWhittman We are adults and our investing decision are not marred by some crazy fools who had lost their minds. They would pop up in any counter to promote and the delete all posts when failed...hehehe Aske him about his twist and turn at ATECH
30/12/2021 1:25 PM

Posted by BennyWhittman > 2021-12-30 13:37 | Report Abuse

Doesn't matter what or who he is.

Posted by PSAi3alert > 2021-12-30 14:42 | Report Abuse

Just had a look at Atech. At PE of 20-30 and PAT of RM15.09M, market cap should be RM301.8M - RM452.7M.

Atech price should be 0.85 - 1.27 .

2.29/sh is severely overpriced for walkie-talkie and LED manufacturing services.

.

Posted by Legend > 2021-12-30 15:22 | Report Abuse

Ikan bilis makin hangus