Hi Ooi,
I believe you have attended the same analyst meeting on yesterday as I did. I have shared the KPMG findings and their reasons as well as the scope of their "findings". For me serbadk replied their comments within 2 days, and some of the replies very funny ( especially on the 521 office versus 521w office). It seems to me KPMG sure to covid did not bring up the issues in mid April to management first but directly within to independent directors, which is very unlike a big 4 audit firm. And more importantly those with issues have nothing to do with receivables or debt, but more on operational. In my telegram group a few of the analysts have already shared the KPMG findings as well as the serbadk replies, which in my opinion some are red flags, others are frivolous.I also shared the sound file of the entire meeting as well as all the questions put up and replied including my own. In my personal opinion, I have bought more of scib and Kpower using the warrants sold before, and I will believe in Karim as major shareholder in serbadk that he is not selling and buying even more. So far the only red flag I see well be if scib/kpower/serba can get out of covid-19 safely. As you can see from my portfolio breakdown, with scib+kpower+serba 11+% of my portfolio I think it is a good risk/reward play for me. Personally I will hold still and wait for qualified audit, and a reversing quarter results to guide my decision. Until then, watching paint dry.

As for lctitan, the previous delisting and relisting has given me a sour taste in the mouth. And looking at kick start of pangerang and results moving forward, would you really buy lctitan over pchem knowing the economies of scale and the size and collaboration of pangerang integrated complex?

>>>>>>>>

1.) Are SCIB and Kpower still a good buy ?
2.) I believe Lctitan is equally good as Pchem if not better, any intention to buy Lctitan ?

Please advise.
Thank you.
Ooi

Thanks for reminding to buy more. Speculation is the best form of cheap discounts. Like pchem remember what you said last time? QL you talk so much nonsense see the results? Wasting time talking to someone who put money in NETX...

https://www.upstreamonline.com/exclusive/sole-bidder-emerges-again-in-petrobras-tender-for-parque-das-baleias-floater/2-1-1016417

Pchem and QL huge quarters.

No prizes for guessing who else will have a huge quarter.

Relax myvi boy. When rumors and speculations are around, that is when you get the best deals. The secret is to ask yourself: what exactly is going on, and is it a material impact?

Please stop poisoning my portfolio page.

using my warrant sales money. Looking at the situation, it seems that over the medium term it is more profitable to sell warrants for cash to buy cheap stocks than it is to keep the warrants for a higher price in the future. Sad but true.

added some kpower and scib on the discount day.

You didn't attend the zoom meeting did you. 200+ analysts all attended to hear about what is going on. Luckily I have a few good analysts on my telegram chat with a good heart willing to share the recording. As usual, rumor mongers everywhere.

So what happens now, the latest results from power generation Vietnam does not concur with the research...

FYI, my telegram friends have access to my portfolio sharing which also still tracks all your portfolio returns. Haha, you see I didn't delete them as much as making it private. You can't hide my little lying Singaporean conman...

This is a blatant lie. I remember you using your telegram to join my group to try convincing people to buy NETX stocks. Luckily I have moderator powers.

>>>>>>


calvintaneng Tyvm ATARAH,

No. I don't have a telegram

Most of my posts are here in i3 forum

Too bad for those that sold their houses to buy tons of netx at 1 cent... Now they have 0.95... :)

How come didn't describe NETX?

Is someone describing netx?

But money still stuck in netx how? Where got money to buy pain oil counters leh? Calvin got sell 8 houses to buy netx before I remember...

Next is better coolbull.

My core positions are the same as it always has.

>>>>>>

CynicalCyan Bought and sold Georgie, Pm and Auto after holding hardly a year. What happened to the Philip that proudly held QL, TOPG for a decade without buying other stocks?
09/05/2021 12:09 AM

Stop talking bs. I have a palm oil plantation, but I don't see the massive profit you are talking about. Do you even know why the price is high now? The simple fact is supply and demand. Demand is higher, but the epidemic is causing chaos on the supply side. I simply don't have the workers, the weather and the fruit to sell. How much sillier can you be?

Rising steel and aluminum prices have got me spooked. Sold bauto at a small loss.

Yes, same with me. I also never think of buying stocks to be rich, but more of just daily improving and choosing the most efficient move forward. The results take care of itself.

So, always THINK about what you are buying, no matter what it is, warrants or stocks or houses etc.

Anyone who tells you to blindly buy a house as an investment should be slapped.

The main thing is, only the first house that you use and stay in is an asset. Because your comfort and enjoyment after working late at night to come into a place you call home cannot be simplified into a price value.

Anything after that we will always need to value as a risk/reward, opportunity cost lost and gained, no matter how enticing it can be.

I for one only have 1 house and 1 shoplot in ss15, and that is more than enough.

I compound my money faster in stocks.

Those who are tied down by long term housing loans with no flexibility to put more money into their business/investment... Their so called "asset" in housing and apartments etc... Quickly become a LIABILITY, especially if you no longer have a job and no tenants and no backup plan to dip into to pay your monthly installments.

You can say ask that because even by your remark you are already starting 5 meter in front of the starting line.

Who paid for your education in UM? Family? Government? Somebody did and obviously not you.

Who gave you free schooling? Did you have to pay for it? Father mother? Government?

Are you going to be the first to tell me that ALL your workers can be general manager of the company and earn millions of ringgit? And use epf to pay cash for houses?

The simple answer is no.

Those who were leveraging and taking long term bank loans to buy those houses at high prices thinking of using it as investment and rent out etc, if they lost their job during this epidemic and no more rental how?

Who pays? If cannot pay how? Default payment.

So, try thinking in terms of general population, not only your own self with your big semi D house costing you 1 million.

Why do you need 2 houses anyway? You can only sleep in one at night.

>>>>>>>>

Sslee I bought my first house costing me 150K with 20 years bank loan. During Asian financial crisis of 1997 when interest sky rocket I withdraw my EPF to pay off the loan.

I bought my upgraded second house a semi D house in Setia Eco park costing me about 1 million by cash.
09/04/2021 9:00 AM

This is very very true. For those who have never been in great debt, and borrowing huge amount of money with interest payments that seem never ending, rich people look at poor people as if it is their fault that they are poor.

The biggest issue with poverty is not the lack of mindset, but the simple lack of cash.

Much easier to have a good mindset if you are not struggling to make ends meet, have a steady job and don't have to support a foreign wife with their entire family asking for money every month.

Try having that mindset when you are working 18 hours a day, making minimum wage and having to pay debt payments every week.

Very very hard.

>>>>>>>>

scenery This apply only to ppl who are already rich...

True wealth is not of the pocket, but of the heart and of the mind. -Kevin Gates
09/04/2021 8:46 AM

Sold pmetal trade to start a longer term position with bermaz past week. Thanks lawrence for the kia sharing.

Why don't you maintain your own trackable portfolio? I have not taken down anything. I have just made the portfolios of everyone I follow private for all my telegram members to see and compare. Your results are still bad by the way.

Yes I have already begun selling.

dividends!

if can earn hundreds of millions, any reason why asia solutions centre sold their 51% ownership to dataprep for RM1 per share, or cash consideration RM510?

I am confused. Can you teach me how to think like a pro?

The downturn of construction is paired by the quality of the order book. Very profitable order book? or huge penalties due to the costs of steel (up 35%), coppers (up 30%), oil (up 100%), and other construction costs (covid swabbing + quarantine).

How to make money?

>>>>>>>>

Sharefisher If not because of the downturn of construction, wct also wouldn't be at current cheap price. Anyway, wct is super undervalued, just keep it for longer term and wait for recovery. Hope the big boss not going to take me to Holland.. Haha ha..
18/03/2021 7:44 AM

Don't make the mistake, this is a trading position for me. Aluminium prices are high simply because steel prices are skyrocketing. If you want to look at the history of aluminium production, all you have to do is study the history of alcom to know the long term returns of investing in commodities.

>>>>>>>

Posted by Diamond7 > Mar 15, 2021 10:07 PM | Report Abuse

Why sell?
Why run?
Company has great potential!
It's a gem!!!

Am I the only one that saw the value in DIY? Obviously not. If you cannot see the value in DIY, then it is merely that you are a retail investor and do retail valuation of companies.

For those that are not simple retail investors. We know to look deeper.

https://klse.i3investor.com/servlets/pfs/120720.jsp#tabs_group2

https://www.google.com/amp/s/www.malaymail.com/amp/news/money/2021/02/26/pengerang-integrated-complex-to-start-operations-in-h2-2021-says-petronas/1953201

No, I was holding a large number of warrants, didn't realize that massive PP coming in to hold the warrant price down, and quarterly dividends make me follow karim, sell all warrants and convert to shares instead.

>>>>>>>

Posted by investor1458 > Mar 13, 2021 10:27 AM | Report Abuse

Sifu Phillip, you added another 500,000 shares in anticipation of bullish trend ? Going to 12 billion Market capitalisation ? When the paint going to dry ?

Please learn to use the i3 tools. Go to portfolio. Click on transaction group. Click on my kpower. You can see the date I bought and when I posted on the thread when I bought, how much I bought and when I sold.

Come on. Talk is cheap. Show your portfolio please.

>>>>>>

Posted by Mikecyc > Mar 13, 2021 9:48 AM | Report Abuse

Haha Philip bought Kpower RM 1.00 in Nov 2020 ke ??

When you are asking overvalued, first is what is the long term revenue and earnings generation, and what is your timeline? What price did you buy, and what is your total holdings. I can't advise you on this, because
Your costs are different from mine. Overvalued from a share price standpoint? Past earnings standpoint? Future earnings standpoint? Assets and cash standpoint?

Such a simple question on value with many answers.

All I can tell you is I'm not selling my pmetal yet. And when I do I will not tell anyone until I have sold.

Also, if say it is overvalued, sell and buy what?

If you look at every transaction I made, from my holdings in QL, topglove,yinson and pchem, you can see exactly how I invest my money, what I buy, and how I sell. I don't trade or take risks in penny stocks. If you are really into posting so many comments every single day mike, you surely have time to create a trackable portfolio.


>>>>>

https://klse.i3investor.com/servlets/pfs/120720.jsp

I don't need to post my stock picks like a little kid. I've already maintained my trackable portfolio for 3 years now with each transaction I do, the volume, the date of purchase and the profit loss of each transaction.

So, I already have my real stock picks. Not a childish thing like what you are proposing. You are welcome to compare your results with mine over a long period of time at your discretion.

Mind to share your portfolio?

>>>>>>>>

Posted by Mikecyc > Mar 13, 2021 4:22 AM | Report Abuse

Haha since Philip is not posting his stock pick , and Sslee is posting his 4 stock picks many times with earlier 2 times with pricing but quickly deleted ..

Dont see the earlier price ... see from 10/3/2021 ..

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Learning how to hold and watch paint dry can be very profitable.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Bought Roblox. Digital Lego at its finest.

Mikecyc, you win. Please give mercy to those who just want to read about sharings and information instead you drowning every forum thread with your comments. Are you such a good investor yourself to comment so much? Please share your trackable portfolio if so, I would like to learn from you.

Even though I don't like kids like Leno, Calvintan and stockraider, I see no reason why other readers should suffer just because I don't like them.

There are other people who use this thread for useful things you know.

You are not the only one.

bought pmetal at 9.25@25 february after qr results. commodities will be a thing moving forward, at least for the next few weeks.

It seems like calvintan glowing report of jtiasa is nothing but bullshit again. Too bad, not the first time he post such nonsense.

If you want to see 2010 profits you need to convince demand+supply increases.

For this case the reason why prices are high is because supply is constrained. So if the demand is low, prices are high also will not contribute to bottom line and topline of the company.

Yes, good that you have learned new things compared to last time you also post bad things about everyone and everything that is purely sharing.

In any case I am also slowly moving to tegram where things are more discreet and people like Calvin tan and mikecyc do not exist. Icon8888 is doing well and move on to greener pastures as well.

Information now has moved to places that are moderated carefully and people prefer sharing information and gaining knowledge compared to showing off, selling stock tips, and showing off.

Sadly, Calvin tan is also now on telegramm.
>>>>>>>>>

Sslee Haha i3lurker,
I am not teaching but sharing.
I beleive if you are really thankful, what do you do? You share.
26/02/2021 11:58 PM