If CharlesT can suddenly say mnrb 5% of his portfolio and gloves 80% of his portfolio, bluffing all the way, then I am sure I can say my wife owns 1 billion of Supermax stock as well.

You know? Easy to talk when you don't have to show performance results.

>>>>>>>

Posted by Philip ( buy what you understand) > Jun 5, 2020 1:02 PM | Report Abuse

Wow my wife bought supermax shares at 90 cents 100 million ringgit, how come she don't show off like you do? She more happy then u woh.

I made 80% on topglove in 1.5 year, then a further 20% buying on PCHEM.

You on the other hand Modus operandi when making money talk a lot cock stories keep bla bla bla, when losing money disappear from i3.

Very standard young kids all talk no action.

Lose sleep? Funny boy. I sleep better than you taking unnecessary risks in the market.

I sell overpriced overstocks overspeculated glove stocks for beaten down o&g stocks selling at cheap prices because of oil price at 20+.

But it's ok I'm sure I'll price will go up to 40 per barrel one day.

Icon8888 already lost money until 1 month gone from i3investor

Ok. If this guy is a billionaire he must be in Forbes Malaysia list. Congratulations to him!

Your friends name is Jesse Livermore?

https://www.thestar.com.my/business/business-news/2017/11/24/ex-ceo-of-apl-industries-stanley-thai-jailed-5-yrs-fined-rm5m/

This kind of people you trust to invest your money for you?

Too bad kids like you make 200% in one trade think your are ego and good money makers, but forget your own long term 10 years investment results.

When analyst write one article, but their investment bank bosses cap margin ceiling for topglove at 9.35, you know that what banks day and what they do is different.

My selling price at 10.30 coincides with the margin of safety that banks require which reflects their profit/loss, not what the analysts say, which is just talking heads that don't care about profit/loss, only more trading dollars.

Maybank TP for gloves at 20 or Maybank margin call at 9.35, which do you think is the real value?

By holding Topglove at 16 and Supermax at 8, you are trying everyone that either:

1. Tg and Supermax is worth more than public Bank and Maybank in terms of earnings, dividends and revenue or
2. You are searching for another fool who will buy the tulip from you at higher mania prices.

These are your points. Right?

Supermax is 1/4 the value of Pchem with 1/40 the earnings of PCHEM. You thesis is Supermax can make 1 billion in earnings every year for the next 5-10 years?

THAT IS YOUR POINT? REALLY? JUST FROM ONE BLACK SWAN EVENT? From 100 million in earnings to 1 billion in earnings?

WOW. BRILLIANT.


>>>>>>>>

CharlesT When cant win by points then ask u to show yr 10 years or 20 years results or even underwear....
06/06/2020 9:52 AM

CharlesT just make sure you turn up for bak kut teh in 6 months. But make sure you don't play margin on gloves, otherwise in 6 months I need to treat you instead no face la.

Ql - 6.9 (9.17)
Mnrb -0.97(0.74)

Try to talk bad about other sifu, but your own 2 year results already show your investing acumen.

But you think topglove can outearn Pchem over the long term, very funny.

Just post here and tell everyone,

YES I THINK GLOVE STOCKS WILL MAKE MORE MONEY THAN BANK STOCKS AND PCHEM OVER THE LONG TERM.

I'm definitely bringing more kids from the orphanage to enjoy a day out with the professional clown.

Don't be an idiot, I held for 10 years of course I believe in topglove. But I also know valuation, if you tell me topglove growth going to be like PCHEM 2 billion-4 billion in earnings every year for the next 10 years, then I tell you you are nuts.

But go ahead, hold your glove stocks, speculator. I use simple math.

When topglove valuation is the same as Pchem valuation, which do you think is more like likely:

Pchem earning 4 billion every year over the next ten years? 16 billion revenue.

Or topglove earning 4 billion every year over the next ten years? 16 billion revenue.

Now that you have that covered, use your brain and tell yourself topglove is worth more than Pchem.

I have zero qualms selling topglove at 10.30 to buy pchem at rm5. Because I don't look at share price increase, I look at economics and business.

Only kids like you think topglove and supermax will outearn Pchem, public Bank in the long run.

I think I will also do some charity and invite some kids from the local orphanage to attend the lunch in 6 months. I'm sure you will have your 200% winnings to treat them.



>>>>>>>>>

CharlesT Philip tell me something i dunno lah..

U dont believe topglove's Tan Sri Lim as well?

Or u think he cook the story too like Stanley ah?
06/06/2020 9:21 AM

Sure kid, better to have 25% CAGR over 10 years than to make 200% on gloves and lose 50% after all in on MNRB. Funny. You do the math ok, what is your compounded returns?

You are a speculator who had never attended a single glove AGM or stepped into a factory before in your life. And you assume analysts figures must be correct just because you make money from them. Did you know that Supermax boss spent 5 years in prison for insider trading? That's why the prison is also called supermax. Unlike you speculators, I have bought topglove early, I visited the factory, and I buy based on FA.

What did you do? Buy based on 1 quarter of hope?

>>>>>>>>>>

CharlesT I am thinking even at 2022/23 (PAT RM836.6 million), if the profits is going to double the numbers for the normal period of 2019/20 - that is a stretch.

Double???

Just like Ricky, it seems that Felicity never bother to read any analyst report on Topglove or Supermax etc
06/06/2020 6:54 AM

I was in topglove for 10 years, I sold at 10.30, if based on last year, I have shares in at 5.50.

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

I didn't miss it, or QL either or the bullrun of PCHEM from 4 to 7.

CherriesT I waiting for you bak kut teh meal next year, you mnrb not going very well, but luckily you got lucky in gloves.

Post removed.Why?

Why disturb? I give credit where credit is due. Your SCOMIES already go up by 50% from 11 sen during your first article to 16 sen during your latest article. What are you saying? It's a Chun Chun call, how did congratulating you become disturbing? Very bad Christian la you.

>>>>>>>>

calvintaneng Looks like Philip getting senile

He attacked Calvin when calvin posted in PPHB and claimed PPhb belonged to him. Calvin told his friends to Dump Pphb and buy Nylex which has better potential

This morning Philip came to disturb my Great Stock called Scomies

Wow my wife bought supermax shares at 90 cents 100 million ringgit, how come she don't show off like you do? She more happy then u woh.

>>>>>>>>>

But loud mouted Philip deserve to lose and Calvin finally bought TopGlove C74 at 82.5 sen (so happy now)

yes, I am content to wait 1 year for the results of this to happen, which I think will happen sooner or later.

With covid19 in the middle of things, you can either take money or join up with TAE. better something than nothing.

For me, it is simply arbitrage.

My thoughts on TAGB

https://klse.i3investor.com/blogs/philip5/2020-06-05-story-h1508013376-My_third_Pump_and_Dump_Article_with_a_Conscience.jsp

My thoughts on TAGB

https://klse.i3investor.com/blogs/philip5/2020-06-05-story-h1508013376-My_third_Pump_and_Dump_Article_with_a_Conscience.jsp

My thoughts on TAGB

https://klse.i3investor.com/blogs/philip5/2020-06-05-story-h1508013376-My_third_Pump_and_Dump_Article_with_a_Conscience.jsp

Post removed.Why?

My thoughts of TAGB

https://klse.i3investor.com/blogs/philip5/2020-06-05-story-h1508013376-My_third_Pump_and_Dump_Article_with_a_Conscience.jsp

My thoughts on TAGB

https://klse.i3investor.com/blogs/philip5/2020-06-05-story-h1508013376-My_third_Pump_and_Dump_Article_with_a_Conscience.jsp

My thoughts on TAGB,

https://klse.i3investor.com/blogs/philip5/2020-06-05-story-h1508013376-My_third_Pump_and_Dump_Article_with_a_Conscience.jsp

Dear Sslee,

Did you not buy a lot of hengyuan in 2017 punting on crack spread together with KYY? What made you change your mind?

>>>>>>>>

Posted by Sslee > Jun 4, 2020 8:44 AM | Report Abuse

Petronm is better choice than HRC.
Petronm have better balance sheet, dividend given and have petrol station to sell their products (Retail income)

I wonder about that, if so bullish why are banks capping margin ceiling at half the price?

Wah this time Calvin you really chun chun call! Need to follow you liao, from 11 cents in September during this buy call now go up to 16.5 cents in June 2020 this year. Up 33% in 8 months,

WOW!

Congratulations, you pick a good stock pick!


>>>>>>>>>>

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2019-09-22-story226097-WHY_SCOMI_ENERGY_7045_CAN_FOLLOW_CARIMIN_AND_GO_UP_400_FROM_ITS_LOWS_Calvin_Tan_Research.jsp

I don't know, it probably means no special dividend for 2020FY.

Which I think is OK, Just keep buying back stock, and increase that EPS next year.

Hi Sslee,

I think you are making it personal and emotional when it comes to investing. In investments, the best way to "reward" badly managed companies is just to avoid it and choose well run companies and profitable managements. Arguing and fighting with bad management is like trying to fight the tide with a bucket.

You sleep better at night, and you can put your mind to better use.

In my view, you are trying to buy cheap FFB from dubious sources in the kampung just because it is cheap, and then complaining because they shortchanged you and sold you bad product.

Why don't you just save your investment dollars and buy PCHEM at cheap prices from 4.09- 5.5 when you had the chance? Now it has climbed to RM7, and next month you have dividends and a good future growth.

Sadly, the fact is, if you follow emotions and greed in investing, all you will end up with is anger and constant complaining and lost opportunity in your investments.

Remember, the most important thing in investment is not money but TIME.

By fighting for justice and putting your money with these "deep undervalue" traps, you are throwing your most important resource in investing just for a little bit of profit.

Hi sslee,

Appreciate if you can ask them directly instead of posting on my portfolio page. On the other hand, together with you INSAS mgo and bjland vgo, I don't like to buy stocks which are based in our own assumption of whether or not it can happen. I prefer to invest only when more clarity occur like vgo price and payment capability on hand, and SC rejecting their request to withdraw vgo.

INSAS has never once said they will do mgo, and bjland as well if I am not mistaken. So why buy?

I think if you just ask your trading desk representative nicely, they will gladly assist you.

Seawave,

Is this what you were looking for?

https://www.bursamalaysia.com/market_information/market_statistic/securities

>>>>>>
seawave philip, can you please let me know how I could find out the amount of shares in big funds hand and the amount in retailers hand, everyday?
02/06/2020 9:55 AM

But the important thing is IPO price and how much the other guy values the business enough to buy it off of you.

How much do you value grab? Or bytedance? Knowing that you know now about YouTube, Facebook, and Amazon and Google.

Imagine entirely new business models that have no similar or competing concepts.

It is very difficult for a leopard to change it's spots.

I thought you already sold Star?

Oh no, you are diworsifying...

Why do you buy so many stocks that you do not understand or even remember who the CEO's are? One thing that I always advise young investors is to know the business, and know where the growth and money is coming from. That is the best way to invest. By buying stocks based on yesterday's news, you miss out on tomorrow's future.

Looks like too much value investing has caused you to missed some good gains in glove stocks, and some long term earning from PCHEM. I think your waiting of buying PCHEM at rm5.50 will need to wait for a very long time now. But I will let you know as soon as the discount comes up.

But definitely next quarter you won't get a discount day sales from PCHEM because you will get a nice dividend to reward you while waiting for PCHEM price to go up.

>>>>>>>>>


Sslee Dear Philip,
Still waiting to buy back Pchem below RM 5.50 and Gkent below RM 0.55

How come stockraider you promise the stock will jump to rm1 after Chinese New year, why the share price crash? Sohai?

Sorry I don't use hlebrokinh ectrade.

Dear sslee, did you manage to buy Pchem at cheap cheap prices?

Why would I buy tagb at 0.255?

At these conditions, and with 70% ownership, I'll take up the buyout.

They are the largest shareholder by far, and SC already say you cannot pull back. As I am a minority shareholder, I say sell!

>>>>>>>>

Seek Philip, any chance that tony can still sabo the deal as this require Ta minority approval?
03/06/2020 10:18 AM

Started a small trading position for tagb at 0.225 after SC sent the letter saying that ta must honor the vgo agreement of share swap or cash offer 28 cents per share.

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...