Larry Lim

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Joined Aug 2021

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Maybe because the drop in price in Q1 25 was only about 10% vs 25% for Q1 26? I'm just guessing - we will know if it drops back to 0.375 when market opens.
1 week · translate
Likely just window dressing... today is the last day of Q1.
1 week · translate
Then maybe you shouldn't invest and should just put your money in EPF or fixed price ASM unit trust - less stressful. Because even if it drops to 0.05, it can still drop to a new bottom if Iran suddenly launches a nuclear bomb.
1 week · translate
Nobody knows where the bottom is - not even Warren Buffet buys at the absolute bottom. If you believe that the dividend can go back to 0.04 in 2027, then buying at the current price will give you >10% dividend yield - you don't need to buy at the absolute bottom.
1 week · translate
Take this opportunity to buy now at fire sale price from impatient investors and get paid 0.03 dividends while waiting for Q1 2027. Look at the repeated selling of 60 lot trades - it's algo selling by an institutional seller.
1 week · translate
I have already explained so clearly above and it's also in their QR - dividend and hence, share price will normalize after Sg Rasau project completion in Q1 2027!
1 week · translate
@Yy Tan good... can buy at fire sale price. Buy, put in the freezer and don't touch it until Q2 2027.
2 weeks · translate
@Stephen Low, the Sg Rasau project was awarded in Dec 2021 and started in 2022. Construction hit full swing from 2023... yeah, more than 2 years ago!
2 weeks · translate
Dropped due to dividends falling from 6.6c to 2.25c, caused by the huge CAPEX required for the Sg Rasau project - expected to complete in Q1 2027. Taliworks' business is mainly water treatment, highway operation, waste management and solar farm, which is not affected by the war. Once Sg Rasau project is completed, cash flow will normalize, dividends go back up and so will the share price. At the current price of 0.42 and if dividend goes back up to 0.04 in 2027, the yield will be 9.5%!
3 weeks · translate
Dividend likely based on Free Cash Flow and not profit - because accounting profit is reduced by CAPEX and depreciation.
6 months · translate
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