Net Cash positions

JCY Rm114 Millions

NOTION Rm54 Millions

DUFU Rm20 Millions

Of the three Jcy share price is the lowest and Net Cash the highest

From Notion balance sheet

cash about Rm52 millions
debt about Rm32 millions

Cash less debt

Rm20 Millions

Notion like Jcy and Dufu all 3 are Net cash companies

from Jcy balance sheet (refer Bursa)

Cash Rm147 millions
debt Rm33 millions

Cash minus debt

Rm114 Millions

Jcy is a net cash company

both Dufu and Notion are also net cash companies

Rm147 Mil cash
Debt Rm33 Mil

Cash less debt

Rm114 millions cash

JCY IS A NET CASH COMPANY!

From DUFU Balance Sheet

Cash Rm121 Millions
Debt Rm67 Millions

Cash less debt

Rm54 Millions

DUFU Has Cash Surplus of Rm54 Millions

Time to buy Vstec was 29 May 2020
After bonus cost was 58.5 sen

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-10-story-h-181811054-CALVIN_TAN_SAY_THANK_YOU_9_MILLION_TIMES_FOR_9_MILLION_PAGE_VIEWS_IN_i3

NOW IS THE TIME TO BUY JCY, NOTION & DUFU

Data Centers ARE POWERFUL CATALYSTS for HDD Usage, 3 Stocks Will Benefit Greatly: JCY, NOTION & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-14-story-h-161725383-Data_Centers_ARE_POWERFUL_CATALYSTS_for_HDD_Usage_3_Stocks_Will_Benefit

After the Success of Vstec

Next will Be HDD stocks JCY, Notion & Dufu

4 days ago



calvintaneng

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact


DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact


DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

Peter Lynch: What is a Cyclical Stock and How to Invest in them? | Stock Shop 1998【C:P.L Ep.41】

https://www.youtube.com/watch?v=hCSD5zbNxeQ

7 minutes ago



calvintaneng

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact

Now they will face Good Times again with the Rise of AI (Artificial Intelligence) & DATA CENTERS (DC)

Peter Lynch: What is a Cyclical Stock and How to Invest in them? | Stock Shop 1998【C:P.L Ep.41】

https://www.youtube.com/watch?v=hCSD5zbNxeQ

Hahaha Sitiawan Lee the Boss

Yes!

Majority of my Investment still in palm oil

Fcpo almost Rm3900
Tsh Resources cost of Cpo production is as low as Rm2000 per ton

So 90% to 95% gross profit

what else on earth can give such high gross profit

one more thing

Tsh going into Biogas big time in Indonesia

With raw material almost free (they used to burn palm oil waste) Tsh will reap huge windfall getting free raw material to convert into green energy for Green city of Ikn Nusantara

So I have more shares in palm oil than HDD

of course HDD also in bull run due to Data Centers

To err is human
To forgive is divine

This HDD Bull run theme still in early days

After Data Centers are set up in 3 months to 3 years Lots more HDD will be needed

So not too late to join

but as like always there will be greed and fear at play interspersed with bouts of profit taking

But as long as Committed Capital Flows into Concrete Realities All HDD players will rise up in rotation

Best is to buy and sit still

HDD cheap and popular

Data Center use 90% HDD and SSD only 10%

source Seagate

Not every country is like this

Look at Singapore
it was same like Malaysia in year 1974 when I first arrived Singapore in year 1974

one Ringgit changed for $S1.03

today it reversed

one Sing Dollar equals Rm3.50

So have hope

Indonesia has little political problem

A united people with Visionary leadership like Jokowi and now Probowo will bring it to better days

https://www.trendforce.com/news/2024/04/22/news-ai-boosts-demand-for-high-capacity-hdds-as-seagate-expected-to-follow-with-price-increases/

https://www.trendforce.com/news/2024/04/09/news-western-digital-customer-letter-confirms-hdd-supply-shortage-nand-flash-and-hard-drive-prices-continue-to-rise/

https://www.youtube.com/watch?v=wtdnatmVdIg

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

At B100 then 77% of the 48 million tonnes of Cpo produced will go into biofuel leaving only 23% for cooking oil and others

By then Cpo will skyrocket over Rm10,000 a ton

Investment differs from short term guesswork or punting

Since we already know Microsoft, Google, Nvidia and others are investing Rm56 billions or more into Data Centers from now and stretching into 3/4 years there will be an incremental demand for more HDD (Hard disk drives) for a prolonged stretch and so we take position early

Pak tua?

Calvin remember you joined Uzma when Uzma jumped from 55 sen to Rm1.10

After this Hdd bull

Go buy up Tsh Resources

One day Tsh's turn will come

And it will be a Super Super Bull 🐂

Notion 🔥

It only take a spark to start the fire going

And all around will warm up to its glowing

Will warm up to its glowing

It only take a spark to start the fire going

And soon all those around

Hdd is Notion forte but it got others

Only Jcy and Dufu are more into HDD

Since Notion up first 🔥
Matter of time it will spread to Jcy and Dufu

4. Ppe
Notion has stopped glove production but continue with face mask which got demand

3. Automotive

Sales of Cars and others

2. Digital camera

With covid lock down now over Notion will see improving sales of tourist
Spore SIA profit jumped indicate huge rebound of tourism

4 businesses of Notion are

1. Digital storage
Hdd now not enough
And rising prices by both Western Digital and Seagate



2. Digi

Xiaoeh

printed circuit board mostly apply to electronics and also in computers

but the very heart of a data center consist mostly of storage devise like HDD(hard disk drive ) and Sdd

For all practical answers just call up or email these 3 world monopolies

Western Digital
Seagate
Toshiba

How long more will they be manufacturing HDD(hard disk drives ) ?

all others are talks and theories

If one buys a value share he/might be right or wrong short term only

Longer term if company management is sound and business ok plus buying into deep discount then the chances of being wrong is almost nil

Welcome abajid

you are the first few to invest in Jcy

stay till Jcy becomes a 🔥 stock like Ytl power and then only take profit

A mentally sound person will know

In Year 2007 Sabah Govt asked Tsh Chairman Kelvin to manage Innoplant

Innoplant became the most successful Govt linked Glc

even Cold Eye aka Fong Siling bought until he is in Top 30 Of Inno

Tsh owns 105 millions shares of Inno

If Tsh can manage Inno so well why can't they make themselves a success as well?

A mentally sound person will know

Fcpo now over Rm3860

Tsh cost of Cpo production as low as Rm2000 per ton

So gross profit is 90%

what business or industry can command such high gross profit?

A mentally sound person will know

1. In Tsh Ar 2023
Singapore DBS Bank emerged as Top 10 holders of Tsh with 38 millions Tsh shares

Dbs Bank also in top 10 of Bplant when it was taken private

if you want to sell nasi lemak
You must have rice

So Data Centers must have HDD (hard disk drives )

Jcy
notion
Dufu

Makers of HDD parts

used in data centers

others are

karambunai

at 6 sen

after kbunai dropped 1/2 sen to 5.5 sen many cry father cry mother

Then Kbunai was taken private at 11 sen (up 100%)

🏆

for Tsh we expect it to be better than bplant
better than Ijm plant

better than Kulim

better than Kwantas

better than Kbunai 🏆 Daiman 🏆, Weida 🏆 Super Enterprize 🏆 and the Store 🏆

Kwantas was 50 sen

and owner took it private at Rm1.65

🏆