Who dares to push without looking at the results first? Q2 good means replenishment orders mentioned by the mgmt is real and can expect Q3 and Q4 to be good too. Still in time to get on board after Q2.

if u r bullish, or u think i am bullish, or u think i want to trick u to sell your tickets at bid then u will interprete my msg as a buy...

if u r bearish, or u think i am bearish, or u think i want to trick u to buy my tickets at ask then u will interprete my msg as a bye...

I interpreted the mgmt's message from Q1FY26 as bullish and ARFY25 as the bottom for the business but I would like to see Q2FY26 first to support that bullish statement; risk mgmt if you will. Music starts if Q2 matches Q1 performance at the minimum.

need to update playlist and keep the music on all the way to q2fy26 results. not expecting much but more to a measurement against "replenishment orders" statement from the mgmt. a similar q1fy26 performance is considered really good for aimflex.

ooh. derrick the guy that bought at 0.20? sudah MIA. (1) people here probably bought around 0.10 which is close to the net cash per share of 0.07. Big difference. (2) overdue capex and D&D centre spending from IPO listing, early signs of earnings pick up from q1 are the factual and visible signs. replenishment orders/project delivery schedules into 2027 is the tone of mgmt which has to be validated and proven in the upcoming qr. totally different compared to derrick's skills of creating hype... Lol, no pun intended. I missed his gung-ho attitude back then.

the only differentiator that Aimflex has compared to many other listed automation/sheet metal and parts fabrication company is Esontech. Unfortunately, there is not much info on the sales/revenue for the machine (model ES 1265). Quite a number of optics/photonics manufacturer located in Johor and the industry is seeing mid to high single digit cagr in general.

chillax guys... there's typo in the report. first it uses Jun'2024 which should be Jun'2025 for the cash flow statement comparison. Second - there is no short term investments in FY25 and its literally all in cash & cash eq while in FY2026, some of the cash has been moved to short term investments :) These created the perception of cash dropped from 94mil to 77mil :)

哈！
HengHeng..

那天liv 该胜不胜。。
有些怨气。。
哈哈哈哈！！

这两天就看五哥表演。。。静静守候！

那天看一下季报。。发现他的cash 少了20m。。所以就有印象。。

这里大家都是直来直往。。没问题吧！！

recap earlier sharing of mgmt's tone and added q2fy26 tone :) Look at the tone in annual report versus Q1FY26 - the key word is replenishment orders. From AR2025 - The Group’s order book has continued to strengthen gradually, supported by new orders from both existing and new customers across key business segments. These projects carry delivery schedules extending into 2027, providing improved revenue visibility. From Q1FY26 - The Group’s order book remains healthy, supported by project completion and replenishment orders with delivery schedules extending into subsequent financial periods, providing improved revenue visibility for the Group. From Q2FY26 - The Group’s ongoing diversification efforts beyond the consumer electronics segment have also begun to yield positive results, with increasing contributions and business opportunities from both existing and new customers across various business segments.

wa mana tau chinese version, nick. if you look at the numbers and the tone, this is what it means - FY25 is bad but the group is diversifying and we have orders extending into 2027. Q1FY26 - first sign of recovery and diversification beginning to contribute. Q2FY26 - q1fy26 is not a one-off thing. the recovery is picking up pace; sustainable/higher revenue. the latest tone increasing contributions - a hint of sustainable revenue in coming quarters too; all the way to 2027?

yeah. the only way to mitigate the risk of surprises is risk mgmt before qr for aimflex, Nick. well, unless your avg is low to the extent of near its net cash per share. for now, it looks like FY26 will be a decent year for aimflex. 2 consecutive good qtrs matching the mgmt's tone.

not so much about enemies or making money, 馬拉ck :) It started off with Derrick who was pretty gung-ho about Luster Chuah when Aimflex was at 0.20; the dark horse. I reminded him about Luster Chuah's track records at Luster and the last pp for Aimflex was at 0.13. I recalled he even told me about 100mil cash and I responded again that makes it net cash per share at 0.07. I was asked to go and study the history. A year later, Derrick went MIA and still MIA now. maybe he is using new identity now.

if i have to sum it up - the original IPO and pp intention for growth did not materialised. however, aimflex balance sheet is much stronger now. FY25 was bad but mgmt's tone was about diversification. 1HFY26 showed strong recovery. 2HFY26 performance will determine whether mgmt's tone on MY geo segment, customer diversification, new projects and replenishment orders will be able to drive it above IPO era :) 12 to 15 mil annual PAT while maintaining net cash >90mil