alright. indeed there are cheap stocks out there; in different markets too. just that Q1'25 data for US and China could be "distorted" due to anticipation of tariffs on 2nd Apr; pull in purchase/stocking up inventories if you will.

ah danco. Its been a while and just realized its near to the price I bought it back in 2020. I have not been following danco since 2022 and may take a while to catch up again. I did check some of the numbers I have back then and ctd numbers from the latest qr. Balance sheet expansion and net cash level remained the same comparing to 2020. I think current price is pretty decent based on limited homework that I have cross checked. Just my personal opinions, could be wrong. Hope it helps.

you are welcome, 太子. I presumed you are familiar with Danco's nature of business; closely related to palm oil if you will. As such, Danco's products and services will do well if palm oil plantation/refineries are operating at high utilization; typically at the back of high demand for palm oil and high cpo price. When demand/cpo price is sluggish, you can expect lower utilization from these factories. If you are buying Danco, you may want to keep an eye on the demand for palm oil (India/China as alternative edible oil for soybean/sunflower oil when the latter prices are high, Indonesia biofuel mandates which will limit exports and pushing up the cpo price). As for the fcpo price trend, I doubt these two factors will drive it back to the level seen post pandemic in 2020/2021. Just my opinions, could be wrong. Hope it helps.

its ok as long as you earned it when you sold out your positions previously, william :) the only option left is trading the trends while keeping your stops in place since your new entries are way higher than your previous positions.

I got a theory

Datuk planning stg for plab, ask ah bu secretly buy.

When all of they know , ah bu alr more than 5% become 9%

Then the board found Datuk plan, suspend 9 dia.
but in order to stop Datuk and Ah Bu, Mr Teo join the fight.

So all keep buying, then board plan to announce Bonus issue, to dilute their share from stopping their "evil" plan.

Chan , is possible

but in view of board member non stop buying.

Datuk , Datin 1k lot each
Mr Teo 4k lot
Mr Bu alternate day 1k lot


Share price being protected

I doubt the Plabs team will dump their holdings as ToT team will be ready to buy. Plabs team hasn't been buying when it was at 0.19 range and they will not buy at higher prices either. deadlock situation until boardroom tussle is resolved :( There will be casualty of war but may not be a bad outcome if rto happens. We have not seen much aggressive business actions prior to ToT acquisition from Plabs team. Future new board members and leadership from ToT (Datuk Loh) may bring in hope of changes.

We never know whether plab will go up further or retrace

but in view of the current plab management, seems like having some show.

Plus global market uncertainty

since Plab given us quite decent earning
Plus management keep absorbing 0.32 ticket, can consider find next opportunity.

Let search for next counter