Thomas

  • Following

    0

  • Followers

    0


Fame: 63
守株待兔

Joined Mar 2020

Comments

RTS link potentially will kill this business.
4 weeks · translate
Smart guy good luck
1 month · translate
It was torpedoed by shares holders of Pantech who got free 1 Pglobal share every 25 Pantech shares. But anyway, this company’s business is good even the 25% Trump tax will hardly affect it as everyone got taxed. The key is how fast USA oil & gas industry new projects will be which will benefit Pglobal much. Wait and see.
1 month · translate
It’s really unexpected that 24Q4 revenue could dropped to just RM1.5 million and loss of RM1.0 million.
1 month · translate
For long term prospect, it’s good. Anyway this company has close relationships with TNB and Solarvest.
1 month · translate
Positive free cash flow is always the key for a sustainable dividend and be considered a business which makes money. Based on MYEG's 4Q 24 report, its balance sheet item 'Development Costs' ballooned to RM1.8 billion. Free cash flow was negative at RM-50 million. Paid out dividend RM144 million while Sukuk draw down RM425 million. What shall all these numbers mean?
1 month · translate
Trump's policy eg. selling LNG to Japan & India, together with his proposed tariff on Petro products imported from Canada, all pointing to booming ahead for US oil&gas industry. As US is the major market for Pantech Global, it's safe to say that Pantech Global's sales to US will be good ahead.
1 month · translate
Trump's drill baby drill policy will benefit Pantech Global greatly.
1 month · translate
correction #for what price
2 months · translate
Kucingko gave major shareholders both Mr. Ooi Kok Hong 2,500,000 shares for RM1 and Mr. See Chin Joo 2,500,000 shares for RM1 just one month after listing. It's under LTIP scheme and Mr. Ooi Kok Hong is the Chairman of the LTIP committee which was tasked to decide who get the LTIP shares and for not price. It shall give a lot of thought on this kind of practice. Is it a conflict of interest? acceptable corporate practice?
2 months · translate
Load more