没事。春节要到了，祝你六六大順。1塊时，很多人买，以为会反彈，现在已经亏了30%。8角时，又一般人买了，以为会涨到1塊，现在又亏了17%。7角时，很多人不听劝，很快又要五福臨门。 都说了，公司需要至少2QR才能recall, compensation, 大笔written off， 然后customers又跑了，公司在短时间里又不能开发新产品，重新找customers。所以sales 会下跌。

现在才六六大顺，五福临门都还没到。要一步一步下，不要跳樓。

0.20 暂时还没看到。但是，全球recall, compensation to customers, scrap cost, 须至少2个QR 才比较清楚。NTA 0.60， 这个价，是有可能的。

Management not technically sound to change the structure, they are still in copy & modify technology stage.

After recalled those stocks, company need to scrap big sum quantity in following QR report. This process will affect 2QR.

Michael-你要有心里准备，6字头要到了。

RM250 mil written off old stock, then using RM83 mil to upgrade old machines and RM127 mil to pay short term borrowing. It means, company won’t be able to growth in near future. UNLESS, issue another PP, then dilute the market share.

Today SMRT & IJM sell down. Maybe D&O will follow soon.

The company is loosing ground and weak in RnD to compete. Maybe is the sign downsizing in business.

Cheng-from the RM212 mil PP in 2021, by right these money should be use for Plant 3. Now, management diverted RM86mil to upgrade existing machines (OMG, new machines in 2021 almost lost the capability to produce high quality products and need to upgrade/convert to other product package). Worst thing, balance RM127mil use for repayment borrowing. Really bad in situation.