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

Yes I trust kpower, I bought it at rm1. Now split and still enjoying warrants.
Karim need to monitor more definitely.

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

In the last year we had covid which hurt projections and sales and the low price of oil which hurt the ASP. As pchem earns a standard fixed margin on their products, as the oil price goes up, their volume also will go up as less dumping will occur.

Since I bought more stock at 4.19 and 5+, the oil price has gone from 20 to 63, the vaccine to covid is going to be implemented soon, pangerang is going to be running full production with new products, and more consumption will happen as people move out of 2 years of hunger.

Stop asking 2-3 quarters figures. The real money will be made when you start thinking about 3-5 years figures.

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

>>>>>>>

Kevin Tam Pchem still posting below average quarterly profit for last 2-3 quarters n wonder HL research keep giving higher target prices for many heavy weight counters in KLCI...The target price of RM7.40 or above 7.20 looks irrational at this point of time ....
17/02/2021 10:38 AM

Sslee, when are you going to come back to Malaysia to help the b40 crowd? My local rotary club has already started a very successful micro loans program for rural areas to produce goods for sale, and also doing a lot of tax repayments to local businesses to the government.

Don't just complain and say this bad etc etc.

Contribute.

I believe I have done my part, both in helping a lot of young investors to change their mental models on trading versus investing, as well as keeping up financial aid during this trying process.

I think it would definitely make a bigger difference to talk less and do more for Malaysia, instead of feeding the inaccurate image that Malaysia is a useless country.

But then again you are in Medan, so what can I say? The grass is always greener on the other side.

Change is not done by talking. Change is done by doing.

Oil is up from -27 when I first plowed into o&g stocks to 62 today, which is going to give big multi year profits to Malaysia as the end of US oil and gas production by biden will signal a huge oil price increase moving forward. Palm oil prices are inching up in tandem, and Malaysian furniture,ems and tech export is stronger than ever.

Blink and you might just miss the growth of Malaysia behind the fog tinted glasses you are wearing.

I am very fond of malaysia and I believe in its long term growth.

How could I not? By investing in Malaysia from 2009 until 2021... I have made a huge huge profit.
Topglove
Ql
Skp
Pchem
Kpower/scib/serbadk
Yinson

All the international arms of Malaysia is competing overseas and doing very well bringing in tax income to Malaysia.

I think Malaysia is as far from the sick man of Asia as you can think.

Movers, malaysia is the 22nd best country in the world for growth and transcending beyond.

https://www.usnews.com/news/best-countries/movers-rankings

The growth rates, natural resources and the internet savvy attitudes of the next generation of Malaysians show that they are pushing forward in growth of Malaysia position as the East meets West of the region.

With a internet mindset, the growth of semiconductor and tech industry in the North, and the furniture and EMS production in the South, the multi language speaking Malaysians that can converse in Arabic, Malay, English and Chinese is very sought after. Foreign countries that are trying to avoid China has already begun investments in Malaysia as a go between. Middle East countries are also choosing to work with Malaysians who are seen as modern and forward looking with good grasp of English in the region, Muslim upbringing and Chinese education.

Growth rates wise, Malaysia is definitely on the rise versus many stagnant countries.

Open for business: Malaysia is 12th on the list of the best countries to do business. If you are a hard working entrepreneur, it is very easy to do business, with a lot of grants, foreign help, easy funding and stability and the lack of natural disasters.

Try being starting your business in USA, China, Korea or Japan. The bureaucracy alone will deter you.

If you want to be a worker bee, many other countries are definitely better. But if you are willing to strive and with hard to change your lives, more billionaires are found from the rags to riches in Malaysia than in many other countries, where wealth is inherited, and precedents are set in such a way that you find it very hard to move up the chain.

https://www.usnews.com/news/best-countries/malaysia

Rather than just using unverified facts and just claims of this is bad that is bad, let's look at the world international rankings and figures for Malaysia.

For the highlights:

Adventure! Malaysia is the 29th best country in the world rated for adventure. With UNESCO diving sites, the world biggest cave and multitude of friendly people speaking different languages, it is a wonderful place to live and visit and get around. Not to mention one of the safest countries in the region where the risk of war and violent riots are very low.

We recently had a change of government which was done in an orderly manner, unlike the junta in many countries in the region and around the world.

My condolences on your loss. I think one thing that is wrong with a public forum is that if you have a buy call you get criticised, if you have a sell call you still get criticised. I remember the hate and criticism of sslee and icon8888 when I decided to first post my articles and my thoughts and how they blame and say I am an imaginary person with imaginary results.

In the when I posted my account picture I was blamed for comparing sausages and showing off.

I believe the biggest change was when I started a trackable portfolio of my buys and sells on i3.

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

This has the good fortune of making people like sslee and kcchongnz realize that I do exist, and that they could compare their long term performance with mine at any time.

Suffice to say, sslee and kcchongnz no longer question my comments and thoughts.

I do believe one should be able to freely express whatever thoughts they want and however they would like to share it. But due to the lack of forum managers and cleaners, horrible comments and cyber bullying still occurs.

I find that I have retreated to the comfort and anonymity of the telegram group where everyone is held accountable.

If there is a good moderator and everyone is responsible for their actions, I find that people actually become nicer and more helpful in sharing ideas and scuttlebutt. I find that the sharings last year in my telegram group has helped me make a lot of money in my DIY,novavax and palantir.

I hope you would not be discouraged to share your knowledge and findings, as in the end... Everyone just wants to make money.

Happy Chinese New year.

I don't think so. So far it is open.

Year 1. February 10 2021.
Race. 202 (from 154.3)
Stoneco. 89 ( from 22.94)

Collected 100k@6.85 average price shares of pchem this week.

More private placements to come.

Sold all my kpower warrants. Follow Karim lead.

What is target price? I prefer to look at revenue and earnings estimates.

Because the point here was never to show off your much money I have. The point had always been to site the long term returns of buy and hold, versus active trading. If you look at the transaction dates and amounts it comes to a few major investments methods.

Buy slow.
Buy big.
Buy long.
Buy little.

It's more effective to put a lot of money into stocks you understand then to put a lot of money into businesses that you have no idea about.

I am not a trader and will never be one. Look at the average length of my core holdings. In the past 2 years I have only traded 5 times, and those amounts are least than 1% of my total portfolio holdings.

Again another one. Last time icon8888 ask this question I posted my portfolio from Maybank online. Now I don't really need to explain anything to you. Look at the investment and dates of returns. There is a transaction breakdown.

This is REAL money.

And no it is not real money.

You can track every transaction ever made since I started keeping record over the past 2 years. W years ago only around 20+ million. Topglove has been good to me.

So far this has been another one of those, pump and dump with a conscience stocks, as after I sold feihe for palantir, it is one of those where growth is assured, but since we have limited time and limited resources, we can only choose the stocks that will perform the best in life.

Yes I proudly admit to losing the bet between ql and insas. Do let me know how I can make it up to you. I will treat you bak kut teh as soon as I can go to klang

I think there are many things that I don't understand as well. In any case for stocks you should just invest in things that you do understand as it will give you far better possibility of making a profit.

I am not allowed to do posts with my telegram group details or even share it in this forum. But if you look at my portfolio page it may be helpful to you.

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

In 3 - 4 months you will be very very surprised, pchem will announce new 15 billion acquisition of a specialty chemicals company, gkent will declare payment received for lrt3 and moh hospitals handover, serbadk will be using it's cash to grow the business. Those should buttress the rest of the slow performing stocks.

What have you bought lately?

>>>>>>>>>>

Jack Khan I think this portfolio value may become -50% in coming 3-4 month!
24/01/2021 9:43 AM

Sold 1m shares of scib since last week @2.1 average

Yes sslee, my returns on foreign portfolio currently with STNE, uniqlo, palantir, China mobile and Wilmar had increased tremendously thanks to God scuttlebutt sharing by staff and executives working there and sharing their thoughts on my telegram group. So far so good.

Hi wck567 I have shared a bit on insights on the telegram channel which you can search, and also on the few articles and discussions in the forum thread.

Sold kpower this week average price 2.6@1m shares.

If you look at it from a scuttlebutt point of view, and from the June agm, everyone should thank sslee. His writing has been noted, recorded and lit a fire under gkent ass. All duly noted and recorded.

Latest project win is 40m for Sabah Sarawak, pahang, kelantan, kedah and perlis. Yes 600,000 meters over 2 years is a tiny amount, but the applications and future it presents shows that the pilot project works
And once deployed will be an exciting day moving forward.

As for the sukuk usage, I believe only 300m from gkent will be for paying subcon(300m more from mrcb) which will be more than enough. Getting A+ rating means the rates will be reasonably low.

More importantly is gkent expansion overseas with 15 new territories grabbed by Honeywell, including south korean, taiwan, and Thailand. They are spending money to do mergers and acquisitions in Europe and Asia to grow this market moving forward. This is a good market to be in especially if you already have the factory and technology involved. 200 million is expected to be used for this side of the expansion.

Doing government work is difficult especially if you want to do things the proper way.

But I think gkent is going about it the right way, and the value of the company moving forward.

As for share buybacks, if total up all the share buybacks from 2019 until today versus the share price at this moment, I think you can say that gkent has been saving us a lot of money, unlike topglove share buyback.

Why did I sell all my topglove in May and never looked back? Probably because after that I bought myself some kpower and scib. The secret remains the same, sell when people are buying. Buying when people are selling.

I woke up this morning and realized I had 2 million kpower shares.

wow, nice esos...