Larry Lim's comment on INNATURE. All Comments

Larry Lim
2 Like · Reply
The next QR should be better than Q3 FY25 because of the full 3-mth contributions from TBS Singapore and B&L Jakarta. TBS Vietnam also turned profitable in Q4 FY25. If earnings is >RM 3M, the worse is over and the share price will pop.
Show more
Lucky
You predicted “correctly” lollll
Like · 3 days · translate
接票侠
please steady,it just deducting the initial renovation costs of tens of millions
Like · 3 days · translate
Larry Lim
@Lucky Notice I said SHOULD and not WILL be better? I can only infer from the rosy Q4 QR, in which Management did not disclose the high rentals and salary cost at TBS SG, which resulted in a RM 4.38M loss - the main drag for Q1. Now they suddenly say to expect a 9-18 months gestation period. They also didn't guide to the high opening cost of B&L Jakarta, where despite a great RM 2.2M revenue in the first 3 months, it suffered a loss of RM 591K.

Were they unethical or genuinely inexperienced? That's something to think about.

Hopefully you're capable of typing a more intelligent comment AND about the company in the future, instead of childish sarcasm that brings ZERO value to the community.
Show more
Like · 3 days · translate
Larry Lim
@接票侠 Need to see if they can optimize the cost for TBS SG and whether B&L Jakarta will be as profitable as B&L KLCC. They also need to improve TBS MY - the Q1 margin was only 0.6%. Not forgetting in the coming months, there will be additional startup costs for YR MY and SG, and also B&L Penang. That said, their net cash position and NTA only dropped slightly, from 0.1865 to 0.1704 - hopefully they're able to maintain the 0.01 dividend, which is btw, way above their 30% dividend policy in the AR. Let's see market reaction when trading opens on next week.
Show more
Like · 3 days · translate
Bezalel Tan
The AGM is at the corner. Shareholders can attend for details justification.
Like · 3 days · translate