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Calling all Malaysian Warren Buffet wannabes.
stockmanmy
Publish date: Fri, 20 Jan 2017, 12:43 PM
stockmanmy
0 76
Trade at your own risk. I am here only to vomit out my feelings
Its like Warren Buffett buying into GM in 2008.
Calling all Malaysian Warren Buffet wannabes.
Buy UMWOG.
PNB is good, don't look down on PNB.
I'd say, world standard even.
The restructuring annouced today is very good, very professional and UMWOG will be the capital of OG services in Malaysia and will win all the juicy contracts from Petronas.
Industry consolidation is the best thing that can happen. Buy after two years of steep declines and at the beginning of a sustainable recovery is the sort of stuffs super investors do and make them super investors.
PNB...40 years history, I have always found them competent, professional, the best Malaysia has.
Calling all Warren Buffett wannabes....Are you a Warren Buffett wannabe?
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1 person likes this. Showing 17 of 17 comments
In restructuring deals, one of the most important consideration for super investor is strength of shareholder....and they don't come stronger than PNB.
2017-01-20 14:38
Stockmanmy stuck at Rm0.80+?
Learn to cut loss from CPTeh or else prepare money for the rights issues
RIP
2017-01-20 14:59
Orlando
It's appropriate to my needs.
I believe I will make good money
It's Warren Buffett style profits.
Most important is partner must be strong and they don't come stronger than PNB.
2017-01-20 16:43
Mr Tan Teng Boo should buy some UMWOG for icap. He is the No. 1 Warren Buffett wannabe in Malaysia.
2017-01-20 16:50
TTB is an economist.
No business sense.
I don't think TTB will buy UMWOG
2017-01-20 16:58
attention internet sifus
Calling all Warren Buffett wannabes
If you are not excited by chance to buy distressed assets at industry consolidation after two years of steep industry decline, you are no Warren Buffett student.
You are no student of Warren Buffett and you no idea what it means...so , don't call yourself a student / teacher of Buffettology......Call yourself and your methods bluffulogy instead.
2017-01-21 11:33
DO NOT LET MAMMY CONFUSE U LOH....!!
AN ASSETS CAN BE DISTRESSED AND CAN BE MORE DISTRESSED LOH...!!
LET RAIDER GIVE U AN EXAMPLE LOH;
PUNCAK NET CASH RM 2.50 & NTA RM 4.00 PER SHARE TRADED AT RM 0.90 LOH...!!
COUNTERS LIKE UMWOG CHEAP BUT CAN BE VERY CHEAP TOO IF U LOOK & COMPARE AT THE EXAMPLE OF DEPRESS PRICE OF PUNCAK LOH....!!
BTW....W.BUFFET WILL NOT SPECULATE INTO UMWOG LOH....BCOS IT DOES FULFIL HIS INVESTMENT CRITERIA MAH....
2017-01-21 13:10
BREAKING NEWS!!!
Tin kosong Flying Chicken Head talk nonsense holland no 1 sifu Calvin rank 151...how many ppl participate in 2017 stock pick? Is 170 ppl mean he is bottom 20....haha...shame like no tomorrow
151) calvintaneng +3.0% http://klse.i3investor.com/servlets/pfs/71329.jsp
21% DUTALND 0.435 0.400 49800|20% BJCORP 0.355 0.340 58600|20% BPURI 0.440 0.435 45800|20% OPCOM 0.605 0.600 33200|19% PBA 1.150 1.150 17300
2017-01-21 13:46
Tin kosong Flying Chicken Head learn all the wrong lessons from Buffettology.
Tin kosong Flying Chicken Head should be called bluffology.
PNB is the real Warren Buffett student.
2017-01-21 13:49
umwog ipo price in 2013 was 2.80. even with o&g industry downturn in the past 2 years, umwog is still easily one of the biggest losers among all listed oil companies in malaysia.
pnb is only strong financially because they receive so much money every year from ASB. talent wise rather doubtful. if not their portfolio won't be so messy and has to ask wahid to come try to clean it up
bershire own rather same or more companies but never so messy like PNB.
2017-01-21 15:40
plus drilling rigs and osv has no real visible synergies. with or without osv wouldn't be a major concern for oil majors to decide whether to charter your drilling rigs
2017-01-21 15:43
jay
one of the hall marks of Warren Buffett is patience.
People with no patience should not call themselves students / teachers of Buffettology.
and don't look down on PNB.
The real Warren Buffett will look beyond earnings dilution into what can be done with the distressed assets when the industry recovers.
2017-01-21 17:52
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
stockmanmy
One of the characteristics of super investors.....is optimistic skepticism. And knowing who can be trusted.
2017-01-20 13:12