PRODVESTOR's comment on AIMFLEX. All Comments
PRODVESTOR
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My gut feeling tells me this stock will hit LU in 2025. Even though there’s no media coverage or mainstream news about this technology yet, you can easily find information by Googling. Companies like Nvidia, TSMC, ASE, Intel, Global Foundries, Broadcom, Jabil, Foxconn, MediaTek, UMC, and Vanguard are investing billions into co-packaged optics technology to replace copper wires, improve energy efficiency, and boost bandwidth. This is the first listed company in BM to bring such cutting-edge technology. Trust in them and give them sometimes .
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3 weeks · translate ·
SEA BOBO
我也没买到30大哈哈
小鱼一只
Like · 4 days · translate
Michael Saw
是别人在看你。。。。。。。Followers也很多是王八蛋来的哈哈
Like · 4 days · translate
Mari Gold
在马来西亚，左侧交易不够大庄斗的啦。都劝你买一点点试水温先咯
Like · 4 days · translate
Admiral Adama
街货多了这么多没有人要吸纳。价格自然就会跌下来。。。
Like · 4 days · translate
Mari Gold
@lewis exactly。 低位有story teller是很不正常的
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Mari Gold
我觉得是flush啦，股价太低对大佬也不好。。。
Like · 4 days · translate
SEA BOBO
我是很好奇，做么要last minute丢那么多？所以是不想要你跑？
把价格做烂？
Like · 4 days · translate
lau andy kok chong
現在最重要是comfirm 是不是阿婆先......呵呵
Like · 4 days · translate
Roywong Wong
想晚餐吃什么更好。。。。。呵呵
Like · 4 days · translate
Michael Saw
阿婆肯迪是跑了啦。。。
Like · 4 days · translate
Mari Gold
Last min 的操作，老板用行动告诉你们，谁才是话事人。 lol
Like · 4 days · translate
Tok Tiong
@Seabobo.. 老大说Retailers only find excuses to self comfort。只是单纯cut loss罢了
Like · 4 days · translate
Michael Saw
今晚回家拜神希望美国没大跌。不然明天就够力
Like · 4 days · translate
SEA BOBO
Wow interesting... 这样玩都可以
Like · 4 days · translate
Mari Gold
就是要你乱，如果没有把握的人，明天大多数会缴枪。控制仓位和敬畏大佬是我们这些韭菜必备技能咯
1 Like · 4 days · translate
Michael Saw
哈哈哈拜神开玩笑的。。。
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Mari Gold
@michael 美股可以put option对冲，越跌越兴奋。哈哈哈
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Michael Saw
我跟你说13破无论你多有信心脚都会开始软
Like · 4 days · translate
Mari Gold
这里有点热，估计等散户走到7788可能会回到它该有的价值吧！！ maybe。。。 只有大佬说了算
Like · 4 days · translate
Aaron Yong
这股很难会大起 太多散户 太重 要起也得花几年去洗 打底要5年 以后再买也不迟 况且东西也没做成 完一失败了就。。。
Like · 4 days · translate
Aaron Yong
好像阿达妈说钱卡在这 时间成本也去了 况且今天TSMC 也说了还有一年半
1 Like · 4 days · translate
Admiral Adama
仙股越跌就越多散户呵呵。。。
Like · 4 days · translate
Michael Saw
不要再吓他们了呵呵。。。
Like · 4 days · translate
SEA BOBO
这个股价应该如各位所说被rig了
不过我的看法还是一样，fa好就收着吧，除非你告诉我公司的fundamental出问题了，到时候才。。。
不过谢谢各位的分享
Like · 4 days · translate
Michael Saw
需求不如预期，营业额不如预期增长那不算是影响了fundamental吗？
Like · 4 days · translate
Michael Saw
今天美股好像不听话了。。。。。
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Mari Gold
美股好，热钱就被他们吸完。美股不好，我们这里又怕股灾。 结论： 珍惜生命，远离马股。 lol
Like · 4 days · translate
Michelle Yong
Michael说了重点。
Fundamental 根本就有问题。
Like · 4 days · translate
Michelle Yong
Aimflex急着announce share buy back，但是才那么一点，谁会在乎。
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Tok Tiong
今天市值要破200m。
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Wen Jun
又来开跌咯 来咯来咯 楼主应该是躲起来哭了
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Tok Tiong
@derrick， u still holding?
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Nick Chung
终于等到 0.13 。开始买
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Michael Saw
0.1 otw............因为当他失去成长的动力这个估值已经是昂贵了
Like · 4 days · translate
Oh
沒有票的來了，越吹越低哈哈..有票的進去洞了…都是價錢問題…這台沒吸引力，你來這裡幹嘛？？看熱鬧啊…心不要太黑..自己中過都靜靜咯@michael saw
Like · 4 days · translate
Oh
人家分享訊息又給你們講
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Oh
@michael Saw 你是長勝將軍？來帶飛….
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Michael Saw
哈哈哈。。小心你们怎么吹都不起必有因
1 Like · 4 days · translate
Michael Saw
昨天这么大量压下去，头还塞着去就记得带雨伞
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lau andy kok chong
他媽的还不是你阿婆吃緊雞脾.....
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Aaron Yong
40分钟 12.75mil交易
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Michael Saw
如果你是下很大注也不认识那里的人，买杯咖啡去厂security guard请他喝顺便问下到底工厂是不是开两班工做六天。如果确定是对那就没什么事。
Like · 4 days · translate
Mari Gold
@michael, 如果有留意我的留言，大概知道答案了。已经暗示得很明显那种。 lol
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Michael Saw
没留意。。。。。。如果买很大自己亲自去问个明白。
Like · 4 days · translate
Oh
來了來了，有多一個skl稱自己是長勝將軍了…還可以進嗎⋯⋯在等大神帶飛@mari gold
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Michael Saw
只是提供意见大家讨论而已。因为大家冲着去买因为是听到工厂很忙2个shift 6天工。如果是这样生意就是很好股价应该上
Like · 4 days · translate
Michelle Yong
买了5000lot陪大家
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Fatty Bombom
Sapu 135………大家帮忙买顶住135哈哈哈哈哈哈哈…………准备买到100……….. Nick快点帮忙买一些………　操盘的你洗越深我必成为阻力哈哈哈哈哈…………先声明我有一个bit开始套利……….120至130 support zone………闪人
1 Like · 4 days · translate
Mari Gold
@oh 股市来来去去都是酱的pattern的啦，全部wayang来的。跟你非亲非故，哪来那么多kangtao，愿者上钩就有啦。 如果不是有票，我都懒得去说好话
Like · 4 days · translate
SEA BOBO
Aimflex net assets is around 130+ million. At this price, 60+ million is the additional amount that you pay for the business (customers relationship, contracts, patents, future cash flow and etc).
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Oh
聽說idsss不再這個台，不然有機會0.1 哈哈
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Oh
@mari gold 看自己怎樣玩咯 …現在出來的都是斷線玩家，希望抓到一波開心過年
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Mari Gold
@oh 应该不会，搞不好老板他们自己中margin call。 直觉告诉我，他们也在洗筹码。如果不是就ggwp。。。
Like · 4 days · translate
SEA BOBO
Unfortunately I'm in since it was 0.17-0.18. At this moment, my paper loss is around 12% for this stock.

I admit that I was too excited at first because I made quite a lot of money from another Chuah. I was FOMO. However, I don't think there's any wrong with the fundamental of this company, just that my entry price is quite high.
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Like · 4 days · translate
Fatty Bombom
神奇石头一砍开希望是和田玉哈哈哈哈哈哈哈…………. 闪人不回复准备去吃个饭然后去浦东机场了……………
1 Like · 4 days · translate
Michael Saw
margin不可能啦。这个几百万对chuah 简直是喝水。那天的讯息来源应该要确认不然冲进去就被套咯。
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Tok Tiong
Bobo本来是在Penta那里的。被人忽悠过来爱妃
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Mari Gold
可怜的bobo无端端跟我们坐同一条船 XD
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SEA BOBO
Their optical alignment machine is used to attach the fiber optics precisely onto the photonic IC which can be used in photonic transceiver or even copackage optics. It can be active alignment or passive alignment, depending on the needs of the customer.
Jabil bought over intel photonic years ago. They do offers advanced optical packaging solutions for their customers.
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Like · 4 days · translate
SEA BOBO
@Mari
It's OK haha.
这是我第一次买那么多量的仙股，就算我赌输了，也可以算是学习交学费。
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Oh
這個石頭跟了那麼久，才吃到幾餐kfc罷了…花樣真多
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SEA BOBO
@Derrick
Am I wrong here?
Their official website esontek shows that the machine is used for optical alignment (either passive or active). There are some videos showing that the photonic IC is actually attached on the PCB, which I believe is the optical transceiver that jabil manufactures.
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Like · 4 days · translate
Michelle Yong
我尽力咯，差不多买了100k，之后看你们的了，我的零钱没了
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Admiral Adama
现在买入的话下个星期有kfc吃吗？
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馬拉ck
何止kfc
分分鐘 喔媽卡謝 一餐
哈哈
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lau andy kok chong
下來125才吃上去嚇一嚇fatty就爽咯.....呵呵
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Tok Tiong
又要开始表演了。。。。
Like · 3 days · translate
Lewis Hoe
Om mari Om mari 来重重的一波，come baby
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Lewis Hoe
Haiz 没戏了。。。。
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Tok Tiong
BQ不够厚。等下礼拜。。
Like · 3 days · translate
Michelle Yong
又在尾盘搞怪。。。。。。。。
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Michelle Yong
我买1lot顶回去。。。
Like · 3 days · translate
Lewis Hoe
给个安慰140，shit
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Michelle Yong
放心，有我在 haha
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cheng
is it a good trade at 0.135?
Like · 2 days · translate
Wen Jun
Leave and stay away this counter if not bring you go holland plan potato hehe
1 Like · 2 days · translate
cheng
thanks for the feedbacks, wen jun.
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Michelle Yong
Can give some constructive comment
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lau andy kok chong
Monday Limit up!!!...........
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SEA BOBO
Nvidia in an 8K filing to the SEC noted the new US ‘AI Diffusion’ rule, will apply to a wide range of Nvidia GPU products, and compliance will take effect May 15, 2025 if not modified from its current form:
“Unless one of the new license exceptions is available to specific transactions, the worldwide licensing requirements will apply to the following NVIDIA products, and any others we develop that meet the characteristics of 3A090.a or 4A090.a, including but not limited to: A100, A800, H100...
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Like · 2 days · translate
SEA BOBO
Points out the SEC filing contains no warning of material impact.

讲了AI diffusion rule会影响他们的product的出货，不过又没有提到会对他们的业绩会有影响。。。
Like · 2 days · translate
SEA BOBO
@cheng
You may check how much money is in their balance sheet. Unutilized funds are around 10 million, so it's a 80+ million net cash company if we don't consider the funds that are raised from IPO and PP. How many penny stocks in Malaysia have the cash level same as them?
Let us pull out some of the small cap names that are listed in the tech SECTOR (machine makers)
1. ECA
2. EDELTEQ
3. AEMULUS
4. VIS
5. MMSV
6. ELSOFT
7. QES
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Like · 2 days · translate
SEA BOBO
Constantly loss making isn't going to bankrupt a business, but having a 'cash' flow problem will.
You may compare also how many of the names that I mentioned here are actually loss making. Some of them are not trying as hard as they were, and some of them are actually a distributor rather than a manufacturer.
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2 Like · 2 days · translate
cheng
Thanks, sea bobo. I think its fairly priced now since its back to pp price and will keep this in trading list. The winner is still Luster Chuah as they are getting min 0.5% yield from Aimflex yearly while shareholders are getting 0.2% from the share buybacks ctd; based on market cap of 200M at 0.13/0.135 cents. The net cash per share of 0.07 cents helps to set the downside of market price. Luster Chuah not in the rush and the quotes are provided by Mr. Market. Will be focusing on Mr. Market quotes without trumpeting Mr. Market moves in coming days.
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Like · 1 day · translate
SEA BOBO
No problem.
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Wen Jun
Bearish market in this year….run for now good luck hahaha
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SEA BOBO
TRUMP: EVERY BIDEN EXECUTIVE ORDER WILL BE REPEALED
Like · Yesterday · translate
cheng
Thanks, wen jun. Will set a stop loss if I am trading it. After all, old habits die hard when it comes to Luster Chuah :)
Like · 23 hours · translate
LIAW SIN YI
很shui 噢！！jackpot 没中，这个又跌。。赌不过
Like · 23 hours · translate
Tok Tiong
Just set alert at LU price and wait.
Like · 22 hours · translate
SEA BOBO
Malaysia export data in last year December was actually very nice
Like · 21 hours · translate
cheng
LU = Limit up? Aimflex? Not a good idea, Tok Tiong. Its Luster Chuah's counter. You have to leave when the music stops. Come back when the music starts. Now that it is back to pp price and downside is probably limited to 0.07 cents. Luster Chuahs are still the winner even at 0.13/lower as they are getting 1M remuneration :) Its better to set alert for announcement / support resistance by means of technical analysis instead of LU alert - announcement of acquisitions, pp, utilizations of funds for ppd / D&D and etc; signs of music starts.
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1 Like · 21 hours · translate
SEA BOBO
@cheng
Imagine that you're the largest shareholder of aimflex, and your entry price is close to what the market is offering right now. How's your feeling after spending 2+ years to improve the fundamental of aimflex?
1. Broaden up client base
2. Bumping up cash reserve
3. Acquired companies to streamline your production
...
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Like · 16 hours · translate
SEA BOBO
If your intention is just to collect salary from the company, why bother spending efforts to improve the fundamental of the company?
You should be parking all the money inside money market fund/fixed deposit to earn the interest rather than making bets that might cause your company to lose money.
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Like · 16 hours · translate
cheng
tough question, sea bobo. I can't answer that bcos the assumption of Aimflex fundamentals has improved which I dont think so. However, I can share my opinions if the question is just being the largest shareholder and market price is the same as my holding price. My answers - Not a concern for me as I am still in control of the company and its still part of my empire.
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Like · 14 hours · translate
SEA BOBO
Oh ya... I forgot that you never bother to read and study the company...
You're the one who said half of their cash in the bank is coming from IPO + PP.
Like · 7 hours · translate
SEA BOBO
The current executive chairman is not the founder of this company. He bought the stakes from awang and raised his holdings from pp.

Why bother to spend millions just to control this company? It's not a tough question, just that you're too lazy to find out.
1. Is it because he wants the salary?
**How many years of salary that he needs to collect just to breakeven?
2. Is it because he wants the cash of the company?
**Any hanky panky deals yet?
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Like · 7 hours · translate
SEA BOBO
@cheng
No offense but I think the remuneration package for the chairman of your favourite companies should be more concerning.
His pocket money is coming from
1. Highest salary in BM
2. Non stop dividend payout
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Like · 6 hours · translate
cheng
Lol, no offense? All is well. I thought you are getting personal and cannot accept other opinions. You are entitled to your opinions and I am entitled to mine. Dont have to be on the same page leh. I am not the chart maker ooh.
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Like · 3 hours · translate
cheng
I heard there were 2 acquisitions in Jan 2023 done by Aimflex. Have you seen the share sale agreement details, sea bobo? I couldn't find the announcement in klsescreener. I am sure you have read it right? Can you share the link?
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Like · 3 hours · translate