Philip ( buy what you understand)

sleepywolf | Joined since 2017-11-22

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Stock

1 day ago | Report Abuse

But funnily enough with all your thousands of posts you have zero shares bought, so what is the goal of reposting and reposting and reposting whole share price keeps going up? Unlike Jaks.... Which you don't even bother losing anymore.

Meanwhile... How many shares of Jaks do you currently hold?

Stock

1 day ago | Report Abuse

So if this worry is gone you will be happy? News on that front should be coming soon next month as final hookup all done on yinson production side, and now back to Bravia Energia as all the hookups to remove fpso petrojarl 1 has be done and fully connected to FPSO atlanta, not only awaiting the final details so can announce production soon. Phase 1 already completed with 6 wells connected to FPSO Atlanta and the balance 4 wells ongoing as per schedule.

In any case Mike don't worry about yinson, everything moving onwards

>>>>>>>
Johnchew5

Hoho the most worries is FPSO Atlanta First Oil is still Delaying ???

The Brazilian firm’s activities aimed at replacing the FPSO Petrojarl I, which has been working at the Atlanta field in block BS-4 in the Santos Basin since 2018, with the FPSO Atlanta, bought for Atlanta’s Full Development System (FDS) in 2022, are in the final stage.
53 minutes ago

General

1 day ago | Report Abuse

Posted by Sslee > 6 days ago | Report Abuse

I already sold most of my Insas with good profit.
why should i sell Pchem when it is growing, giving out dividends and in solid net cash position, my holding cost over the years drop to around 3.9 per share. Presently buying more at 4.5, the 2 questions to always ask is this:

1. Sell pchem and buy what over the years? if you need stability and do not require advance risk taking, meaning i need good income every year with zero chance of bankruptcy or loss. Buy what with low risk and high visibility?
2. Pchem is currently one of the only petrochemical companies in the world that is profitable despite the competition and war and slowdown. Korea lotte and titan losing money. BASF is losing money. Dow is losing money. Formosa is barely breaking even. The only decent competition is China which is skirting regulations and not building more. Pchem is not only doing more FID and building new, they are also giving out 50% dividends from profits, and never lost a single cent in the last 5 years. so, i prefer to put money in the company where they are making money while everyone else is losing money. As you said, cycle, when the cycle returns again, i would have added more to my position at 4.5 and getting good comfortable return when the oversupply and competition ends in the next few years after trump and xi start being friends again. when that happens, i wonder what pchem earnings will be like in 2026?
>>>>>>
By the way Philip fall in love with Pchem and did not know PChem is a good company in a cyclical business otherwise he would have sold when price breakthro' the RM 10 and buy back when price on retrea

Stock

6 days ago | Report Abuse

This i totally agree, people come to a forum to share and learn knowledge, not to fight. My preferred forum these days is seekingalpha to learn about stocks, but the lack of moderation and letting people like mikecyc post 46 thousands posts of mostly reposting and insults is just making a forum toxic and hard to get any useful info. very menacing and demeaning.

I still dont understand, the point of investment forum is to make money, why come here to fight everyday? tak penat ke? need to be a stiff arm of justice for what reason?

>>>>>
Posted by G-boy > 1 minute ago | Report Abuse

as a outsider... we see mike alike abit over...
no point to argue with stranger... quiet quiet earn money

Stock

6 days ago | Report Abuse


No i realize why mike always want to look for arguments and fighting with strangers, he is worried if he plant his own bendera and buy a stock that the results will show he is a fraud and he is afraid of confrontation. Easier to insult and make fun of others (despite others making money as sslee holding since 2021) rather than show what stocks and share he is buying and what his results are. if dont want to disclose jaks position % and what cagr over last 5 years since joining i3investor no problem, but always looking to fight with others shows a maturity level bordering on the autistic
>>>>>
Mikecyc

Haha Kid Konartist Ssllee owned Claimed FA n TA Guru … no facts n figures on Jtiasa??

Kidd Konartist cannot grow Up anymore ke … pagi ini ada naik Bendera tak … tak boleh ke jadi Jtiasa Akan ikut Cuma Turun saja ke …🤣🤣🤣

Stock

1 week ago | Report Abuse

I am very much convinced mikecyc has already taken his Jaks loss and sold out which is why is his commenting so much. It is easy to comment on others when he himself has no position or confidence

>>>>>
Mikecyc

Haha on Jaks GGU :

Stock

1 week ago | Report Abuse

More importantly as reported, ASP prices have increased, causing revenue and sales volume to go up by 44%. Also very important, dividends. More importantly, more lines in production indicating higher demand for products.

Exchange rate issues up 10% in a month has stabilized back, and it seems glove oversupply is reducing well
>>>>>
Chipee

AS reported, loss due to abrupt higher RM value to USD and increase operating cost on new production line.

Stock

1 week ago | Report Abuse

Azamjaya orderbook clarity for next 5 years, mega fortis got increasing orderbook clarity? I think main issue is that clarity of cash flow and profits GROWTH is not there so market realize mega fortis is just a way for the original shareholders to cash out and leave the bag to others

>>>>>
EatCoconutCanWin

azamjaya up 40% with eps 0.93. MegaFB eps 1.18 at 0.65 lol... what fundlemental bursa is doing. Msia got this kind of attittude sure die

General

1 week ago | Report Abuse

The difference is simple. Pchem has scale and size and FID behind many new production lines. Currently entire world chemicals is not doing well due to reduction in demand and demand growth is slow to catch up to production. meanwhile pchem margins are far higher than Dow chemicals, formosa chemicals, BASF chemicals and many other majors, meaning pchem is the best performing chemicals company making money during bad economic cycle. Even despite difficulties, they are growing revenues and asset value and cash hoard. Meaning, if they are making money when everyone else is losing money during bad times, guess who will be making money hand over fist during good times?

Insas on the other hand, has been doing their version of fashionvalet with melium group and dome coffee which is not leading to much growth for insas and just relying on inari to cover their inability to grow organically. in the long run, insas will be a value trap, while pchem will be a juggernaut once demand for chemicals have stabilized everywhere.

the big difference is simply: time.

>>>>>>
Posted by Sslee > 1 week ago | Report Abuse

If you took out one zero from Pchem price what different between insas and Pchem price cycle?

Note:
Stock: [INSAS]: INSAS BHD
Jun 4, 2023 4:23 PM | Report Abuse

Ular,
Some year back stockraider even win his bet with Philip Insas Vs QL

Now I'm trying to repeat what stockraider has done:

Stock: [INSAS]: INSAS BHD
Apr 8, 2023 11:07 PM | Report Abuse

Since insas is my 50% holding and Pchem is Philip 38% holding.
1 year bet insas RM 0.775 vs Pchem RM 7.50.

The race is on Insas break RM 1.03 or Pchem break RM 10 in 1 year time

Stock

1 week ago | Report Abuse

Move on with your life.... sslee making tons of money in jtiasa now your eyes getting redder and redder, better just learn how to actually make money in stock market and move on and get better performance instead of reposting reposting stuck forever in a rut.

If sslee can move on from insas and jaks and xinquan who am I to berate him further as he starts to learn how to pick stocks and buy what he knows. FYI sslee works in a palm oil plantation. So when he sees ffb selling at 800 and CPO selling at 5000 his eyes go big big, and if he knows to go all in during this period in the big major palm oil companies, he will definitely do well to earn.

So mike, sslee has conviction and size behind his 50% earning investments. again my question, how many shares of jaks do you currently own?

>>>>>>
Mikecyc

Haha all those words that I am in retaliation of what Konartist sslleee said …

Stock

1 week ago | Report Abuse

cold eyes bought 2 million shares in latest 2023 annual report la.
For me harta bought at 5.80 got dividend, and average down bought tons at rm1.5. today harta rm 3.25, so what have you to say?

Only bad things about others? my results from my tracked portfolio already blow you out of the water, if you dare to share your CAGR returns I dare to share my public returns on my portfolio. unlike you I keep buying harta every quarter as prices drop and results get better and better with the dividends. While you keep reposting and reposting, others keep making more and more money with proper sharing instead of arguments and fighting.

Learn to make money kid, and instead of trying to humiliate others, maybe good to learn from others once in a while. Thats the only way kids can grow.

>>>>
Haha Repost ;


Haha Cold Eye like eagle eyes invested on Jtiasa at the right Timing started FY22. But he also has eagle eyes when to unloading as he said will not buy those stocks with SLOW returns ! 👍


Not like Buy What u Not understand Serba snake n dragon story teller bought Harta at High price , promoted at RM 5.80 on early 2022 saying knew the Product cost ( after visited the Plant 🤣🤔) , didn’t know the ASP movement !

Stock

1 week ago | Report Abuse

Mike what is your goal in insulting others in i3investor? does it make you richer? as I can see it, sslee has already bought jtiasa below RM1, and at todays prices of RM1.31, he has already made 30% paper profits with 6% dividend yield incoming. I think rather that being angry that sslee is making money, maybe you should analyze his picks and ask why cold eye has 12 million shares in jtiasa bought since 2021 at 0.60 ringgit.

Isn't it better to be rich than to argue and debate poor? FYI cold eye and sslee has yet to sell their shares which they kept for last 3 years. they already have 100% return at 1.31 and more. If he has the ability to buy millions of shares in jtiasa and make money from it, I would say learn from it rather than be salt and angry about it

>>>>>
Mikecyc

Haha konartist sslleee no more shouting ke Jtiasa waves 2 is coming…🤣

Stock

1 week ago | Report Abuse

After taking 10% loss to my portfolio I still average almost 17% CAGR growth over the last 6 years as shown in my portfolio. My earnings in topglove, QL more than double in the period pay for all my losses, as shown in my tracked portfolio. Can you claim the same thing mike?

What is your portfolio performance like? You post so much comments every day attacking everybody, do you have the performance to back it up?

Stock

1 week ago | Report Abuse

I show in my portfolio and bravely say serba was my biggest loss which I bought up to 20% of my portfolio and took a cut loss 56% and it was 10% of my portfolio drop at the time. I am transparent kid. Are you?

Stock

1 week ago | Report Abuse

How many Jaks share are you holding tight now?

Stock

1 week ago | Report Abuse

So what's your CAGR like Mike past 5 years and ten years? You still to be an expert commenter. Let's see you walk the talk seem to never make any mistake all cun cun calls?

Stock

1 week ago | Report Abuse

And yes unlike many others I own up to my mistake in serba which is shown very clearly in portfolio how much I actually lost in serba. Yes I accept my losses and yet I still have a 16.7% CAGR in the last 5.8 years which actually beat sp500 and bursa 30, and beat epf results and many insurance companies unit trust. It's all properly documented and every single trade check and balance including my holdings year to date. So why are you still looking at the loss I make instead of the total returns I made in QL, yinson, SDS, pchem, topglove , harta etc. Through the years and be fair? You can see how I am still holding up my winners with more long term growth in the horizon. I don't know about jtiasa but I do know today cpo ended at 5100, which bodes well for all palm oil counters.

So if you point 2 fingers at someone you also point 3 fingers at yourself.

What is your past 6 years CAGR? And how much are you making that you have so much time to post comments everywhere?

Stock

1 week ago | Report Abuse

As shown in my portfolio, I don't own any jtiasa, but I am still here to learn things and read from proper ideas. I have no interest in posting things about other counters in jtiasa and I'm not the one drowning good sharing and comments with constant arguing and " debating". Why do you care so much about arguing? Instead making money and picking the right stock should be the main concern.
Like my grandmother likes to say when I was a child. If nothing better to talk, keep quiet also ok. I'm here to learn about jtiasa comments on stock selection, not to hear your repeated reposted drivel which means nothing and learn nothing over and over and over. Just looking at your list of replies and comments does not make me or anyone here a better investor. So really, are you here too talk or here to make money? If here to make money then talk less and listen more. Stop being so childish to look for arguments with strangers... Not very profitable.

Fyi you can say what you want about sslee, but I'm sure he had made some money in the stock market as he is now deep into jtiasa together with cold eye.

So if he makes money in jtiasa isn't it better to just congratulate him and let him earn bigger and bigger dividend rather than trying to find fault and not looking at the numbers?
>>>>>
minutes ago



Mikecyc

Haha Buy what u Not understand , the Serba Dog n Snake story teller to promote Serba .. even told Lies during posted yr Screenshot on Serba subsidiaries that I found variance between of the screenshot n yr thread figures… Konartist sslleee had defended u before u reply .


Oredi knew during debated against u in Harta that u promoted at RM 5.80 on Early 2022 … I am posted ASP Shl be bottoming after March 2022 ..

Why don’t u posted facts n figures to support yr selection in :

1.) Pchem
2.) Yinson
3.) Jtiasa

Stock

1 week ago | Report Abuse

mikecyc, rather than wasting time talking and reposting over and over and over repeating same story, why not look forward and share and maintain an online portfolio to see if your results are better than your thousands of repeated post.

how about i help you get started with i3 investor very good tool to post your long term results and gains in your stock pick.

https://klse.i3investor.com/web/portfolio/mypf/120720?stkopt=currentHolding&costopt=balanceCostAllTime

here is my portfolio which i mantain over the last 5 years since 2019 with all my losses and gains to see what i invest in and how i talk.

mikecyc maybe talk less and collect more data and show your results over time, that way your reposts will actually be useful

Stock

1 week ago | Report Abuse

So as price of cpo hit rm5083 today, what do you think will be the production and profit of jtiasa in this coming quarter?

Stock

1 week ago | Report Abuse

Why don't post the full story?
July 24 ffb - 83,967
August 24 ffb - 123,613
September 24 ffb - 118,183
October 24 ffb -


>>>>>>
Mikecyc

Haha Repost :

Jtiasa : FFB production output

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)

Oct 2023 : 132,551
Nov 2023 : 114,287
Dec 2023 : 98,939

Total 🟰 345,777 ( compared to July-August-Sept is Less 3.9 % )


Jan 2024 : 87,820
Feb 2024 : 67,331
Mar 2024 : 61,673

Total 🟰 216,824 ( compared to Oct-Nov-Dec 2023 is Less 37.3 % )

Stock

2 weeks ago | Report Abuse

Mikecyc, in latest annual report fong siling aka cold eye has 12 million shares in jtiasa which he added from 10 million shares previously. Can you provide some facts and figures as to why he added 2 million shares in jtiasa? And how many million shares of Jaks are you currently holding?

Stock

2 weeks ago | Report Abuse

Good123, do you eat mamak fresh roti canai more or do you eat kawan frozen roti canai more per month?

News & Blogs

3 weeks ago | Report Abuse

This is one of the few good advise that I agree on with you. In terms of investing/trading, exciting does not necessarily equal profitable.

>>>>>>
For me do not stay too long at your comfort zone, dare to venture outside your comfort zone and never ending life long learning to be successful.
You can learn all the technical knowledge from the book or hand on.
But on how to managed people and how to handle owner boss you need to learn hand on.

News & Blogs

3 weeks ago | Report Abuse

I think I would rather characterize myself as a businessman. You buy something with the expectation of long term growth runway in a company and you hold on for the ride until the company dynamics changes(serba) or until it hits terminal value (speedmart, diy). Take for example SDS, I am buying for their long term growth into peninsular and plan to sell out once they start expanding to east Malaysia. For pchem the question I asked myself was is the revenue reduced due to company fundamentals? No. Is the earnings reduced due to temporary factors? Yes. So once market recovers and price go up I will still have a company that has 9 billion in cash, and running well and worth every penny. Three difference between me and contrarian and sslee is that majority of my networth is in stocks. Unlike them I no longer have a day job. So the big question is first how safe is the stock where I put my money in firstly, and secondly if I sell pchem how much fees do I pay, and what can I buy with the money? More important how much risk do I have to bear if I buy another stock for the long term.

There is no such thing as value investor, as everyone is looking for value. The most important thing is risk control and how safe your money is and how safe the investment is when you add margin into the mix. Fyi, a lot of my investments turned around when I added margin which is extra risk if the stock goes south.
>>>>>
xiaoeh

i would use pure value investor and not so pure value investor to name TheContrarian sifu and Philip sifu

TheContrarian sifu to be categorize to not so pure value investor where he buys value company and sell when mkt not in his favor and buy back

Philip sifu to be categorize pure value investor where he buys value company and hold never sell when mkt not in his favor
instead, he buys more when mkt not in his favor.

News & Blogs

3 weeks ago | Report Abuse

One thing for sure, yeoh tiong lay held a big share in ytl and kept it at 50% which let's you know how to build generational wealth.

>>>>>
xiaoeh

Dear Philip
i'm curious to know how value investors react to big cap counters like YTL/YTLP from its IPO till today?
does value investor bought YTL/YTLP from its IPO price and hold until today?

News & Blogs

3 weeks ago | Report Abuse

This is why I say too many fake gurus around. What make 4x in 6 years from insas? The only way this is possible is for you to have future sight knowing when exactly to buy sell buy sell buy sell to make amazing profits in the stock. Amazing how you can make more money than the majority shareholder and the company itself during that period. Fyi during the same period QL also made the same gains from 2017 without needing to do anything and just sit tight and put more money into the stock. So Mr average guy trying to show off, do you know how rare is is for you to be able to grow your capital and put more and more into trading that way in insas? You must be an amazing trader indeed to be able capture the risk and go all in and deploy more over time. Fyi this is not about boasting out showing off, this is about a proper accounting of how I actually invested in bursa over the period and how my returns came to be over the period
>>>>>>

TheContrarian

Dear MrSslee, please don't go around highlighting an average person like me made a four fold gain on Insas (over a 6 years period). People just can't accept that fact even though after I revealed how it was done. Oh, well, I will just carry on making money from the stock market in my usual quiet manner. No boasting like most other people.

News & Blogs

3 weeks ago | Report Abuse

If you want recognition so badly and win, then you have it! Ok since you want to be associated with people like stockraider so much and his promotions you are much more than welcome to join those type of people. For me I prefer to show via actions what I buy and how my portfolio performs long term that anyone can see what my results are like and how I invest and allocate ever larger sums of money that can compound over the years instead of just talk how I buy this and earn that but can never show how their portfolio grows. I remember in 2019 you keep on talking about how bad QL is as an overpriced investment vs insas, meanwhile QL market cap grew from 8 billion to today 16 billion market cap. While your insas is still "undervalued" after during that period, the problem with you using only share price as metrics is you fail to look at bonus shares, shareholder friendly actions. In any case since you love to use short putt and look at those short results, then good on ya! Hope you learned all your lessons before this, and one day you also can get 20% CAGR growth yearly Lee. When that happens wish you the best, but as you said you put your entire networth into insas for last 5 years, so I doubt you were able to get that kind of growth, which I think you finally realized when you pulled out of insas, while realizing that ql suddenly became a 16 billion company with more growth to go, Mr diy and 99 speedmart all becoming multi billion dollar companies due to the long game as they say... Hope you learned something new this time around unless you are still stuck in your old ways of buying cheap companies instead of high quality ones over the long term

>>>>>>
Philip is right on his long game but proven stockraider and me beat him on the short putt. (A win is still a win)

News & Blogs

3 weeks ago | Report Abuse

So the question here is how much of his net worth was he actually able to put in to buy sell buy sell with this strategy? As usual talk is always easy, telling people to do as I say but not as I do is always easy. Even that mikecyc seems to be able to be able to do perfect trades in Jaks making money while almost everyone else is losing money in it. But of course when you take accountability out the window, I also can tell you that my biggest earners were buying Nvidia and tesla and palantir at the perfect lows in 2021 and holding into it today. But then again the only people who would know is ourselves if we actually make money from stock market or not
>>>>>>>
As of average people you need to learn from TheContrarian how to buy low and sell high. By the way TheContrarian managed to make 4X from Insas price fluctuation.

So imagine if only Philip able to do what TheContrarian did then his return will be many times higher.

News & Blogs

3 weeks ago | Report Abuse

Sure if you really meet someone who is able to take buy sell buy sell buy sell at peak and troughs every single time do introduce to me. I know for a fact almost every "sifu" out there says the same thing and yet is never able to show their portfolio holdings to anyone. I also remember you going to seminars and giving talks at i3investor investor days and yet you also never seen to be able to show your own portfolio results. So may I ask just a simple question? What is your past 5 years total CAGR growth? In real life, not the things you post on i3investor which you seem to be proud of doing but your actual investment results?

News & Blogs

3 weeks ago | Report Abuse

Fyi QL vs insas today QL already won by a mile with bonus shares and growing earnings.
As for insas your perceived value was nav rm4 and yet you sold at rm1 which is still far below your touted nav value. Meanwhile I obviously bought pchem big at rm4+ and enjoy huge dividends along the way to bring my holding balance cost to below rm3.65 (2.7 million shares at a cost of 10.2 million ringgit). So why do I need to sell my share when the holding cost is 3.65, pchem giving generous dividends if 50% payout ratio, meaning it is building up more and more cash hoard and doing good business? As usual just by holding and doing nothing and buying more over time I get to enjoy more and more share ownership over time which will bring my holding cost even lower, and bring me more returns when pchem share price increase over time

>>>>>
As of Insas hope Philip still can remember the below on:
Stockraider Insas Vs Philip QL
And my Insas vs Philip Pchem.

News & Blogs

3 weeks ago | Report Abuse

In fact there are many people in my group that have bought big into jayatiasa, and I always wish everyone well in their investments, especially as I also have been blessed with good returns over the years. But in my opinion I prefer a much more shareholder friendly management during this period of high cpo 4500+ pricing which I like inno plantations a lot for their good sharing of dividends

News & Blogs

3 weeks ago | Report Abuse

It is up to you to pay and trade stock market, but the big secret is this: how much can you plow into those type of play play stocks? 5%?, 10%? I remember once I asked if you would like to manage money for me, but your response was a lot of hewing and huffing. So the fact is simple, talk is cheap. Results must follow with actions. Why Warren Buffett so successful? He put 100% of his networth into buying one stock: Berkshire Hathaway. Instead of trading here and there and buying here and buying there.

Why lilu so successful?
Why prabaah so successful?
Why creadorv so successful?

Why I never heard of your top paid sifu Harrison ho?

The answer is very simple. When we come to looking for investment results, very few actually have the ability to back things up with facts and figures

News & Blogs

3 weeks ago | Report Abuse

Never forget that when you buy food companies it comes with share buybacks and dividends that reward you as you wait. So in the end as you keep buying over time your holding costs get lower and lower. This is a much better approach long term then buying into Jaks, xinquan and companies like insas where you are waiting and waiting and waiting without hope for any upcycleor downcycle. Remember even if down cycle, successful companies just keep on expanding and investing in good growth projects.
>>>>>>
By the way Philip Pchem is now on the down cycle ie supply growth outpace the demand growth.

News & Blogs

3 weeks ago | Report Abuse

sometimes the best way to buy stocks, is just to buy and forget, the coffee can investing strategy really works actually.

Stock

3 weeks ago | Report Abuse

of course you can, just go to the portfolio tab at top and start transfering your investment details inside so you can track clearly also. if you are worried people can see you can make it non public so its only for your own eyes. many of the readers in my telegram group also start to do so that they can actually track if they are making money over time, but i think only i am maintaining it properly over the last 5 years, but getting lazy as I think I have proven my point to people like sslee

Stock

3 weeks ago | Report Abuse

If someone start a trading channel and posted things like this to share their "trading" skills you will ask them to go fly kite. You have volume, % of portfolio, buy when, sell when, hold how much, how many trades you make money, and how many trades lose money. you so called "case study" is like that of my worker that asked me for advise for buying stocks before. After he show me his stock list I was surprised everything green green, then I ask him so amazing, his reply to me was simple: anything red I just sell... so in the end when I ask him his portfolio growth? he started with 10k, then after all become green but his portfolio left with 8700, total 13% down.

So my question to you is simple, with your trades, in total are you actually up or down YoY, over the last 5 years? do you understand or not understand? so appreciate you look back at my actual portfolio with documented buying/selling in hartalega and you can see if I lose money or make money over the last 3 years
>>>>>>
Johnchew5

Hoho the Last one .. 2 of my latest calculated risk stocks :

1.) Capital A : Did catch the Lowest RM 0.56 in Capital A .. my cost is RM 0.58 .. cheers ..

2.) Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( after Sslleee posted sold Jaks on April 2023 since 2017 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …

As said earlier 2025 Shl be Jaks year .. since LSS5 Tender RFP dateline is brought forward to 25/7/2024 from December 2024 .. focus back to Jaks .

HOW_TO_INVEST_IN_BURSA_AND_FAILING_TO_MEET_EXPECTATIONS_PHILIP

Stock

3 weeks ago | Report Abuse

I just posted a blog for you to read and see if you understand or not understand how to read my portfolio. and you can see if your results or my results are more efficient over the years.
>>>>>
Johnchew5

Hoho oh btw I had debated against u in Harta at RM 5.80 on early 2022 … knew what u understand n what u not understand!

Stock

3 weeks ago | Report Abuse

Easiest way is to start your portfolio. Block on performance and transaction group to see and add every transaction that you have made over time which is clear for everyone to see your "stock" picks. Since you can't delete your picks, your results and price selection are clear for everyone to see. With this you can understand investors approach and strategy, how they invest, and why I make money and you lose money. Investing is not that hard. You just need to maintain a level mind, less arguments, learn new things and be patient. I can already see you are not a patient investor and very clearly you are the type to buy/sell/buy/sell which contributes to your stock market losses. Learn to relax. Maintain a online portfolio so you can revise and improve your strategy.

Fyi you are not than welcome to join my telegram discussion group to chat on stocks and discussion selections and price action strategy without the bed to argue your point and show that you can talk the loudest. Less arguments lead to better results. Ignore people like sslee and Charles who only want to belittle others when their own results are subpar and learn people like cold eye, icon8888, whysoserious etc who are more then willing to share their thoughts in a collaborative way.

https://klse.i3investor.com/web/portfolio/mypf/120720

Stock

3 weeks ago | Report Abuse

John, you realize a stock doesn't go up because you promote it or comment negatively on it right? A stock goes up or down because of the earnings and revenue and the business performance. So yinson share price go up from rm2 to rm2.7 has a reason, and Jaks drop from 0.5 to 0.13 also has its reason. No matter how often and how long you try to rehash and repost and argue and fight, we can see very clearly those who make money in stock market and those who lose money long term in the stock market.

If you can consistently grow your capital by 20% every year with good picks in stocks and make money, I don't think you have any reason to argue debate and fight with others in this forum

If all you have is arguments and fighting, the only conclusion is that you are losing money overall in stock market.

So my advice is simple: talk less, listen more. Not everyone is your enemy. And learning more every day and keeping open mind is the most important thing.

Trust me, in there last 5 years I grew my capital at a CAGR of 17.8%. and I can guarantee on the next few years yinson,pchem and harta will be performing better and share price will be higher based on those performance.

In forum it is easy to be negative and talk bad about stocks as there is no risk. But taking a stand and making investment decisions on holding stocks is very not easy especially when you handling large sums of money.

In any words, you need to change your investment approach and learn to listen and read more instead of arguing. Why argue when your results are so poor to begin with?

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3 weeks ago | Report Abuse

Still want to post nonsense news for Jaks in yinson thread.

The simple question to ask you to answer is this, why is Jaks share price higher before the plant is commissioner and lower after, while yinson price is lower before fpso deployed and higher after fpso hit first oil. Which one is more logical and natural. And the simple fact that you need to come to yinson thread to post "fact" on Jaks instead of posting it in on Jaks forum. So the only result is that you are trying to defend the indefensible
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ohnchew5

Hoho the difference : Jaks lowest price RM 0.12 … Now is RM 0.13 ..

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3 weeks ago | Report Abuse

Don't be obtuse. That's exactly what ORDER book means. Hide what? Are you really so bored that you want to pick little details which makes zero sense? The important thing is to look at yinson ability to service the debt load.

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Johnchew5

Hoho why hiding Yinson orderbook 22b usd is until 2048 …

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3 weeks ago | Report Abuse

What do you mean dividend can see but cannot touch? You mean you never receive yinson dividends in the mail?

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3 weeks ago | Report Abuse

so when will you be getting that portion of 597 million? Investors need to understand that the only way you get those money to shareholders is via Share buy back and Dividends. If you are not getting any of those things at all, something is very very very wrong. And if the money is in another country with no chance that the majority owner having full controls is not shareholder centric, then good luck to you.

>>>>
👉Grand Total = RM 597 million.👍

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3 weeks ago | Report Abuse

john why are you promoting jaks here, this is YINSON thread. Please move the jaks "facts" and "figures" to the jaks group for those interested in value destruction company there instead. here in Yinson group over last 5 years, from 2000 Market cap of yinson grew from 6.2B to today is 8.6B, with growing revenue and earnings. Meanwhile Jaks has destroyed shareholder value with 70% crash in share price, unlimited PP and RI, and reducing revenue and earnings. In short anyone buying JAKS long term is sadly losing money. So move on and move your comments to jaks thread instead where it is more useful.

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3 weeks ago | Report Abuse

are you seriously comparing a company building FPSO and deployed with first oil to customers with a ponzi scheme guy? yinson is managing their money very carefully, the only problem is their projects are building powerplants in the middle of the sea which require a lot of debt to amortise over decades... just like any other power plant. the only ones can build power plant with cash and no borrowings is berkshire. come on, show me a power plant company with no debt. more importantly yinson structure is very simple. the charter rates are fixed at 600k a day, starting from first oil success. you can do IRR simply and easily backdate the day they will be breakeven and profitable. in the meanwhile cashflow for them is used to pare debts which is structured into decades similar to their FPSO contracts.

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Sslee

Once upon a time many investors were begging Bernard L. Madoff Investment Securities LLC to take their money as Madoff show he can pay back their investment with handsome gain.

As of what happen after that is a history similar to Serba

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3 weeks ago | Report Abuse

same strategy that berkshire hathaway do and everyone else is doing, what is wrong with rewarding loyal shareholders with higher stock price? I dont see any problem with it, as a minority shareholder


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Sslee

The only reason why YINSON share price increased by 15% is because of SBB. Without it the Price should had tested the 52 weeks low of RM 2.25

Philip ( buy what you understand) John, any reason why yinson share price today from 7.5b market cap increase to 8.6b during this period ? how come with all the uncertainty sumitomo group and kawasaki invest USD 50 million into Yinson FPSO? if you want to post "facts" and "figures" at least can be transparent and share full story instead of the perspective you want to display. after the article you shared was done, YINSON share price increased by 15%? something wrong somewhere..

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3 weeks ago | Report Abuse

the magic question to ask is, why are people keep borrowing money to them if they cannot show they can generate the cash flow to pay back debt.