By seeing the price up, not selling also happy mar....

I am also not selling.  But at least happy to see my portfolio of this counter no more in red like it dropped just weeks or month ago. 

Their total shares is almost 6.7 bil shares outstanding. 13 mil new shares is like a drop in the swimming pool. Don't worry, will have no effect whatsoever.

Skid any news on ytlpower?  Why the buying volume so high 

0.013/6.7 x 100% = 0.19 % only 

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Added on March 10, 2010, 2:47 pm

Not much treasury shares left. Lazy to find out the figure but i remember not much lar  So is impossible.

The 800MW i believe already factored in as it is an old news. So most probably is something else i believe. But the way i look at it... Why YTLPOWER don want to pay off their debts with their 8 billion cash pile instead of issuing new shares? Must be some acquisition coming soon.

I hope i am not wrong this time 

By the way i stop topping up my ytlpower since last year.

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Added on March 10, 2010, 3:04 pm

According to Skid figure, we can get 1 share for every 134 shares we hold....Do you think it is possible?

their buy backs are in small quantities only. i don think they will use their cash on either reduce their borrowing or share buy back. They will look into new acquisition instead i believe.

Yes agree pound movement does impact YTLPOWER share price as almost 50% of the revenue was contributed by WESSEX WATER. 
However, last time YTLPOWER dipped below 1.70 was mainly due to IPP WINDFALL tax.

As i have mentioned earlier, the catalyst for YTLPOWER at the moment is the 8 billion cash together with unconverted warrants which total up to be RM 10 BILLION.

So, they can buy up any power plants or water treatment plant.....So we can only determine after the acquisition news come out.

My view is YTLPOWER share quite hard to speculate as i remember one of my frend bought at RM 1.80 AND he sold off at around 1.95 as he told me it is at the peak liaw...

The story does not end here...My frend bought back at RM 2.15 

Somewhere i read that there is a possibility YTLpower giving 25:1 share..
possible ?

Agree with you. I think most company buyback shares as a last resort to support their share price and not for the purpose of share dividend. I personally dont like share dividend because I would have to worry about the odd lots thingy.

I dont mind dividend compounding but not odd lots 
I think most of the wealth creation plan that I saw, only use max 7% p.a. for illustration.
Using like 20% p.a. is probably for the warren buffet type of ppl 

Of my fav 3, 2 are doing fine (TAGB-PA, Starhill Global). The other one (BTOTO) is good for div so far, but capital appreciation ta'ada.

TAGB in my view has the most potential for capital appreciation, as they have very good land bank in strategic locations in K.L. , Damansara , SG. Buloh etc Plus they are building themselves into a property developer with a commendable reputation. Their recent 50:50 JV with a large property management company in Australia is prove of a growing reputation and of course growing business as well with the project valued at RM$ 1.8 Billion. Launching of sales is towards the end of this year, while entire project is to be completed by 2014. So if sales take off well, there could be further upside coming.

They are also going quite heavily into hotels, with 3 large ones spread out in Singapore, Australia and Canada.

Another major catalyst to a surge in it's share price could come with launch of MRT. It's properties in Damansara, Bukit Bintang and opposite KLCC standing to gain the most.

The best part about TAGB is that it is still trading below it's IPO.   What more can you ask for?

TAGB-PA at 38 sen is 8.5 sen below it's mother, with only 2 years remaining for conversion at no cost.    What more can you ask for? 

Tony Tiah has bought 8 million shares in the past month, with the latest at 40 sen.

Nevertheless invest wisely, like you have been doing all along. Your careful investing style is admired.

Take care, all the best.

Looks like many players have lose faith in this stock...

So this thread will close soon?

I am still holding mine..

and the super YTLE also trading at 200+ P/E...

To those warriors who lose confidence on YTLPI, let me give you a diff perspective...

YES is different from P1 because it offers both voice and data in a same package.

Means don't need to pay separate bill for internet and phone. and next year would be pay TV.

Overseas call with be like local call. YES can also be used in oversea, using third party broadband speed but call is still local call...

How many potential subscribers in Malaysia and around the world?

Digi has c. 8 mil subscribers...

Just say 1 mil subscribers at average fee is RM100

1 year is RM1.2bil, assume margin is 40% then profit is about RM500mil. Can it become the next Digi? I think yes. LTE a threat? Not so soon, all just talk. Talk is always easy.

In a nut shell, Yeoh don't do losing money business. TP: RM4.00

Edit: Correction on price.

Read a thread in the broadband forum, someone posted YES mobile broadband 'rumoured' pricing is RM0.03 per MB.

It's pay per use, so no contract, no fixed monthly, no Fair usage policy or capped speed and seems to be only targeting the Mobile Internet (Phone with Internet) market for that kind of pricing.

So Streamyx users or any other homebased desktop internet will not in anyway benefit if they are into heavy downloading. No tethering for sure due to price per MB. So definitely no threat to convetional internet providers such as TM or P1.

Casual internet users on their phone who uses less than 500MB per month will benefit.

Wow you are fierce.    Good luck and fortune. 

TP = Target Price

Should be either today or tomorrow.