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JerryMaple Veteran	14-Jan-2021 13:52        JerryMaple About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha..Based on their eps..then multiply your own desire PE ratio..For me is at least 8X..Current share price is at around PE 2-3X...The EPS should improve significantly after Q4.. pkli899      ( Date: 14-Jan-2021 13:38) Posted: Btw, how some of u derived the 0.68 figure? Care to share? Hope not anyhow pluck one number.
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pkli899 Supreme	14-Jan-2021 13:38        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Btw, how some of u derived the 0.68 figure? Care to share? Hope not anyhow pluck one number.
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pkli899 Supreme	14-Jan-2021 13:36        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I just mentioned a day ago. 2019 - 23 Feb 2020 - 22 Feb 2021 - ?? Feb PQTPQK      ( Date: 14-Jan-2021 13:32) Posted: when is the result coming out ? Eatall      ( Date: 14-Jan-2021 13:25) Posted: This gem @ least worth $0.68... Its just a matter... When...
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PQTPQK Supreme	14-Jan-2021 13:32        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	when is the result coming out ? Eatall      ( Date: 14-Jan-2021 13:25) Posted: This gem @ least worth $0.68... Its just a matter... When...
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Eatall Veteran	14-Jan-2021 13:25        Eatall About Contact  Quote this Post!
x 0   x 0  Alert Admin	This gem @ least worth $0.68... Its just a matter... When...
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easywin Supreme	14-Jan-2021 12:28        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, so high. Must buy in gradually from now. yamseng      ( Date: 14-Jan-2021 12:18) Posted: we will see 68cents in the next 2 months !! Huat ah
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JerryMaple Veteran	14-Jan-2021 12:23        JerryMaple About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya.. They have to pay the power plant tax from this year onwards..mixed feeling.. Eager to see their full year report.. Lumber side did pretty well in q4 winter too.. Expecting special dividend for their strong performance.. pkli899      ( Date: 14-Jan-2021 12:09) Posted: The concession period is short for the power plant. Unless lengthened, want to extract value must do it while operation right still considerably long.  JerryMaple      ( Date: 14-Jan-2021 11:53) Posted: Frankly speaking,I hope the sales is called off unless the buyer pay a big premium to cover at least 5years revenue...Power plant is a profitable business.Killing a money making cow doesnt really makes sense to me..Moreover,myanmar is undergoing urbanisation..will need alot of electricity.
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Eatall Veteran	14-Jan-2021 12:21        Eatall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yaya... Of cos JerryMaple      ( Date: 14-Jan-2021 12:00) Posted: Haven even started...Wait for full year report on Feb..mind blowing..Stay patience and hopeful..Of cos need to be humble..God and BB are watching us.. Piston88      ( Date: 14-Jan-2021 11:55) Posted: The show not end yet I feel ..
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yamseng Supreme	14-Jan-2021 12:18        yamseng About Contact  Quote this Post!
x 0   x 0  Alert Admin	we will see 68cents in the next 2 months !! Huat ah
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pkli899 Supreme	14-Jan-2021 12:09        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The concession period is short for the power plant. Unless lengthened, want to extract value must do it while operation right still considerably long.  JerryMaple      ( Date: 14-Jan-2021 11:53) Posted: Frankly speaking,I hope the sales is called off unless the buyer pay a big premium to cover at least 5years revenue...Power plant is a profitable business.Killing a money making cow doesnt really makes sense to me..Moreover,myanmar is undergoing urbanisation..will need alot of electricity.. pkli899      ( Date: 14-Jan-2021 11:42) Posted: One more thing. I believe the Power Plant sales is off. They were saying finalising the sales so many months ago. Cannot be until now still not done. The reason being, if they sell off the power plant, they are left with 2 businesses only. And both listed elsewhere (presuming listing of paper business proceed as plan). Unless they acquire new business. Otherwise, they will have to retain the power plant. IMHO. Can be wrong also.
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JerryMaple Veteran	14-Jan-2021 12:00        JerryMaple About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haven even started...Wait for full year report on Feb..mind blowing..Stay patience and hopeful..Of cos need to be humble..God and BB are watching us.. Piston88      ( Date: 14-Jan-2021 11:55) Posted: The show not end yet I feel ..
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Piston88 Supreme	14-Jan-2021 11:55        Piston88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The show not end yet I feel ..
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JerryMaple Veteran	14-Jan-2021 11:53        JerryMaple About Contact  Quote this Post!
x 0   x 0  Alert Admin	Frankly speaking,I hope the sales is called off unless the buyer pay a big premium to cover at least 5years revenue...Power plant is a profitable business.Killing a money making cow doesnt really makes sense to me..Moreover,myanmar is undergoing urbanisation..will need alot of electricity.. pkli899      ( Date: 14-Jan-2021 11:42) Posted: One more thing. I believe the Power Plant sales is off. They were saying finalising the sales so many months ago. Cannot be until now still not done. The reason being, if they sell off the power plant, they are left with 2 businesses only. And both listed elsewhere (presuming listing of paper business proceed as plan). Unless they acquire new business. Otherwise, they will have to retain the power plant. IMHO. Can be wrong also.
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Deepimpact Senior	14-Jan-2021 11:45        Deepimpact About Contact  Quote this Post!
x 0   x 0  Alert Admin	Me too also high ☺ ️ just break even as of now anthony2978      ( Date: 14-Jan-2021 10:22) Posted: aiya.  i buy in quite high ar
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pkli899 Supreme	14-Jan-2021 11:42        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One more thing. I believe the Power Plant sales is off. They were saying finalising the sales so many months ago. Cannot be until now still not done. The reason being, if they sell off the power plant, they are left with 2 businesses only. And both listed elsewhere (presuming listing of paper business proceed as plan). Unless they acquire new business. Otherwise, they will have to retain the power plant. IMHO. Can be wrong also.
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pkli899 Supreme	14-Jan-2021 11:12        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	To add on to my earlier post. At what IPO price do you think they want for their Paper Business? MYR 20 sen, 30 sen? I do not think so. Surely, they must be looking at anything around or above 50 sen. We work back from here. 50 sen is approximately SGD 16+ cents.  Lets say IPO price is at a premium to actual value. 45 sen is the valuation. i.e. about 15 cents. If paper segment is a third of Avarga' s value. Means Avarga must be at least 45 cents In actual fact, the paper business is worth must less. So, Avarga must be, at the least, 50 to 60 cents  in order to allow them to price IPO at 50 sen. Above is my view. It may turn out to be totally wrong la. DYODD
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pkli899 Supreme	14-Jan-2021 10:46        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cannot let it go back to 0.30. Otherwise, all the effort by junior Tong go to waste. In fact, we may see another big buy from him shortly. He needs to bring up Avarga share price to it' s fair value. This will helps in the listing of their Paper Business. If Avarga price too low, how to price the IPO? Valuation of paper segment too low to be listed on mainboard here. They don' t want catalyist board. So, go to Bursa mainboard lor.
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anthony2978 Member	14-Jan-2021 10:36        anthony2978 About Contact  Quote this Post!
x 0   x 0  Alert Admin	oki. thanks
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JerryMaple Veteran	14-Jan-2021 10:35        JerryMaple About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seldom see avarga did so many buyback.. TRUST their action.. They know more than us.. Eatall      ( Date: 14-Jan-2021 09:25) Posted: Wah, nowadays all seniors 🧓 passes to juniors liao huh... 长 江 后 浪 推 前 浪 ～ 一 代 新 人 换 旧 人 。 。 。 Wah.... Ya, hv faith... Junior mentality much more suit the young investors.. And more daring... Huat ah JerryMaple      ( Date: 14-Jan-2021 09:19) Posted: Junior Tong is very particular on the company share price and investor interest..He had changed a number of policy after taking over the baton from Senior Tong..Quarterly dividend and minimum 40% dividend payout etc..Have faith in AVARGA and Junior Tong..Lets Go!!
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anthony2978 Member	14-Jan-2021 10:22        anthony2978 About Contact  Quote this Post!
x 0   x 0  Alert Admin	aiya.  i buy in quite high ar
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