Then why dont you enlighten us..? all the hush hush like top secret project only..

http://www.thestar.com.my/Business/Busines...opment-project/

This post has been edited by gark: Mar 27 2014, 10:43 AM

Human not satisfied with what they have one mar... you tech de...

gark = human.

Read the article lah.. 2000 acre carey island land bought for RM 1psf never revalue now worth RM 50 psf apparently and the company sitting on undervalue land worth RM 4.2 billion...which is RM 11 per share.

The otther land they have 20 acres kota kemuning, 180 acres morib and 3 acres in month kiara.

Then again this is a value play.. can the asset reach full potential, or is th company capable of developing the RM 10 bil resort? looking at the books, the company dont have the financial strength to do so.

But can carey island land worth RM 50 psf? Thats is almost KL rate jor...

If YOU think there is hidden value in the lands, that is THE ONLY catalyst for the stock, nothing else.



This post has been edited by gark: Mar 27 2014, 10:57 AM

somehow 5201 looks interesting....

but then again look2 see2 maybe not...

This post has been edited by gark: Mar 27 2014, 01:22 PM

You got buy?

Still looking deeper... cafe sales down, but 3 in 1 coffee up....

In Indonesia, they are opening a lot of cafes...

Hmm...

SOmetimes boring is also good...

I do not expect their cafes to perform well...more or less stagnant sales. Except for Rawang branch which is doing roaring business, why ah?

I am looking at their beverage division... high margins, good sales, capturing HK market, expanding to china (which might be affected by the MAS case ) They have just expanded their beverage factory in Ipoh by 300% capacity...

But then again I have work in china before, coffee there is low quality and bloody expensive, mostly gimmicks rather than taste. In fact every trip i go china mainland Chinese colleagues ask to bring bags of white coffee for them. Each time I bring 4 bags...about 5 kg In fact Chinese colleges who visit Malaysia and Indonesia do bring back coffee as gifts... I used to buy them bags of fresh milled Kalosi Toraja coffee and they are very happy, say cannot get in China. In return I get lot of 'long jiang' & 'ma lau mit' tea from them.

Now to see of this incident with MAS will affect their consumption or not? Next Q report should show it...

Not a buy yet, but can monitor. Oh i drink 2-3 cups coffee a day... so I am a caffeine junkie hahaha.

This post has been edited by gark: Mar 27 2014, 02:19 PM

RM 2.50/share dividend coming soon..

a lot meh? 3 sen only wor...

The dividend is already known and anticipated for months... not going to move the stock much.

57% stake in P1 sold for RM 350 mil, means P1 is worth 614 million. GP still have a small minority stake.

So 350 mil + GP stake in P1 minus out all the loan and divide over the total number of shares, so now how much is GP worth?

I lazy count, who wanna count?

but i betcha the number is going to look small....

Thier non p1 side is only generating kecik revenue.. immaterial..

we like long looooooooooooooong thread one..

Really C*** B**... today go down no reason suddenly up back also no reason.

That news immaterial one lah... no need find excuse to buy... just buy.

This post has been edited by gark: Mar 27 2014, 05:21 PM

The CI also very CB today waffak last 15 min can jump so high one.

Someone posted their analysis on i3... do some hard selling first ahahahahahahahahah.



Translation? Ask Ah boon....

This post has been edited by gark: Mar 27 2014, 05:28 PM

Not my analysis geh... other ppl one.... my TP is much lower than that guy, i am not so optimistic. haha

different boon..

LOL...