Random Trading

IFCAMSC - God's trade by Brahmal Vasudevan!

Random Trading
Publish date: Mon, 08 Sep 2014, 08:00 PM
Too dumb to be an expert, too green to called a veteran and certainly not an insider. what's left..... RANDOM!

Disclaimer - I'm too dumb to be an expert thus all the contents of this blog are just my random thoughts and may be incomplete or contain any informational errors. It is certainly not recommendation to buy or sell. You'll be responsible for your own decision. Please consult your investment consultants before making any investment decision.

 

Chart : IFCAMSC daily chart as of Sep 8 2014 (source: ChartNexus)

 

Mr. Brahmal Vasudevan (BV), the founder of Creador, a private equity firm that focus on Southeast Asia region and India. From the main page of the website, it is stated there :Creador is a private equity firm focused on long-term investments in growth-oriented businesses in Indonesia, Malaysia, Singapore and India
 
BV emerged as IFCAMSC substantial shareholders on Aug 26 2014 with direct holding of 10 Million shares and indirect holding of 15 Million shares. On that day, the highest price and lowest price traded was 37 sen and 33 sen and it closed at 35 sen. But mere 4 trading days later, he disposed 11.5 Million shares or close to half of his holding on Sep 2 2014. On that day, the counter traded the highest at 52 sen and the lowest at 47.5 sen and closed at 49.5 sen. Since he didn't disclosed his average entry price and exit price so I'm just going for the average price of the day to estimate his entry and exit price. On Aug 26, highest was 37 sen and lowest was 33 sen so average 35 sen which will be his entry price. On Sep 2, highest was 52 sen and lowest was 47.5 sen so average is 49.75 sen which will be his exit price. So in just four trading days, he made roughly RM 1,659,375 (0.4975 - 0.35 * 11.25 Million shares). With some 13.75 Million shares left, his paper gain on his current holding based on today closing price of 45.5 sen is another RM 1.44 Million
 
In just  4 trading days , he closed his position of 11.25 Million shares with some 42 % gain. This is one hell of a contra trade. Apparently fund manager doesn't necessary aim for long term after all. But with 42% return in just 4 trading days, can anyone blame him for taking his profit? Certainly not. But for those that bought the shares after the star fund manager emerged and thought that he is here for the long term, it could be an unpleasant surprise. 
 
This is one godly trade that his clients will certainly hope for. It will be great for his clients if the trade is for the company's fund instead of his personal capacity. Anyway, job well done for BV!!!
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Discussions
1 person likes this. Showing 16 of 16 comments

optimuss

never see big snake urine isit? write such a childish article.
brahmal gain is nothing la compare to many big kaki i know.

2014-09-08 20:07

optimouse

Wakakakaka..laughmedie..making new enemy..wakakakaka

2014-09-08 20:16

ljmeng

I damn agree to optimuss, really never see big snake shitting! Hahaha

2014-09-08 20:18

kmohan62

Lesson to be learnt...you come in...you make profit...you exit...nothing more,nothing less...that's the latest value investing strategy!

2014-09-08 20:19

MercuryRX

very good article, thumbs up x100. Brahmal is godz speculator... the next g.soros ...

2014-09-08 21:02

miapancho

slowly somebody is going to make his statue, n start worshiping him like god

2014-09-08 23:40

FX Lee

Brahmal fails to gain control of this company.

Yong kick him out by not sharing any cake and any executive power to him.

this is good thing for CEO to maintain his power in this company.

2014-09-09 00:23

surewin1woh

Trade at your own risk. Dun trust any1 in stock market. At PDZ, MARA also said they will b in for long-term, then sold almost half to some1 else. U c...v d ikan bilis suffer d burn. Same with tis Brahmal, he went in IFCA and with his franchise name, stock price shot up and then he says bye2 ady. Not that he's superly genius, it's d ikan bilis that are willing 2 give him monies....

2014-09-09 09:47

SeriousInvestor1945

RT, how do you find out BV play contra?
Any proof that he start buying 0.35? How do you know if he had started accumulated the stock at 8 sen or 10sen?

2014-09-09 10:19

SeriousInvestor1945

One do not need to disclose their shareholding until it reach the substantial shareholders' threshold

2014-09-09 10:20

SeriousInvestor1945

I believe BV had started accumulated this stock at low price and his return should be at least 400% or even 500%!

2014-09-09 10:22

mmtalents

if your capital on hand is more that the stock's market cap like BV, easily u can manipulate the price, only the followers (ikan bilis) that get trapped, but some ikan bilis managed to escape before the net closed up, ikan bilis need to be smart too and don't be too greedy, BV take 42%, we ikan bilis take 30% and run lah...

2014-09-09 11:12

WiseEye

To me, frankly speaking, all these news and stories, how BV made his money buy pumping and dumping etc, are not important to me at all. These stories being discussed and discussed again bears no benefit to people. One thing, we have no idea what BV is thinking and even if we do, how does it change the way we invest in future?

By sticking to the fundamental rules of investing, does all these mean anything? By fundamental rules, I wouldn't even pick IFCA and PDZ.

In the end it all depends on discipline and patience, not by following big players on how they trade. We must be able to develop a skill that personifies ourselves and not following the others. Warren Buffett has his own character in investing and so must we all. Get a character of your own in investing that works and keep doing it.

2014-09-10 00:01

mmtalents

WiseEye is brother of ColdEye?

2014-09-10 11:07

sharmanisa

Good advice WiseEye...

2014-09-10 11:44

vinext

aug 26 is the day he announced buying that much or having that much?
http://www.thesundaily.my/news/1164376
based on his track record last 2yrs+ ,all the stocks he touched went up. I began to think if he is really that good, coincidence or something else. Technically, this is impossible, even Ms BARNES cant do that

2014-10-21 23:47

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