Interesting things happening

Every laggard has its day

Best of luck to everybody

I miss the boat

But still , wish you guys success

The young man was instrumental in forging tie with petrovietnam

Yinson subsequently grow from there to other countries

I heard

Yinson successful tranformation from normal logistic to FPSO is due to the son

I heard

Philips method is based on certainties (actually only perceived certainties, if you ask me)

In that article, I called it Angler

And I also talked about Drift Wood (what you can't see doesn't mean it won't happen in the future)

So all methods can work, nobody can claim to have monopoly of wisdom

That is all I want to say

I acknowledge Philip is actually very unique

Ha has better feel of industries than almost everybody here in i3, and probably in the entire investment community

But his method of pursuing certainty not the only way to make money

Our methods work too

As a matter of fact, I wrote about these different methods in my article as below

https://klse.i3investor.com/blogs/icon8888/87192.jsp

What you can't see in the future doesn't mean they are definitely not going to be there

Keep an open mind

I still remember KC few years ago bought homeitz (he wrote about it)

Little we'll run company， buy not really superstar

But suddenly one day RM depreciates from 3.50 to RM4.1

And KC laughed all the way to the bank

That is how people made money in stocks

Few months ago you said success transformer is hopeless because Alibaba is channeling cheap china products into Malaysia

Suddenly h government said they want to replace 800,000 street lamps with LEDs

And they have a Buy Malaysia First preference

Who would have guessed that it would happen that way ?

But Don't buy into sunset industry lah, it is a totally different story

Lafarge seemed to face a hopeless situation not too Long ago

Suddenly YTL came along and take it over

Life is not as predictable as you believe it is

Buy stocks with reasonable quality and valuation in a reasonable industry, hold on to them for Long term and one day, magic will happen

The key is to hold Long term and not aim for quick profit

Why do you buy pchem ? The pertrochrm industry is facing overcapacity due to US dumping on east Asia and new plants completed

It is the same logic

The question now is whether pantech has a range of reasonable products and competent management

The answer is yes

So I leave it to them to sort things out

What you can't see in the future doesn't mean they are not going to be there

Don't be so sure and jump into conclusions too easily

In business, anything can happen

Entrepreneurs are always looking for ways to improve and grow

I don't see what is wrong with this article

So your articles are factual and truthful and all his are goreng ?

This stock is for Long term

In order to benefit from it, you must punt big and hold it for ten to twenty years like public bank etc

The kind of stock warren buffett like

I have been studying this company lately

Missing out on this stock is one of the biggest regret in my life

Why don't you write ?

79 mil contract BSN

My exposure is through armada

Fundamentals not as solid, but offset by cheaper valuation

See how it works out

Posted by Icon8888 > Jun 21, 2019 6:43 AM | Report Abuse X

After doing some reading only then I found out that there are only less than 20 FSPO operator in the world. So competition is not as intense as other industries or segment

That was when I formed the opinion that yinson is a good bet

Congrats for the excellent pick

Yes it is a good pick

I studied it and like it also

Too bad didn't buy

Still good

Earning grows by 20% in two years is not a bad thing

Dumb dumb hold

I bought some Wc at 35

At that level it is near all time Low.

If trade war resolved, oil will run

Make a bet

Extra one more turbine ? Meaning earning increase by 20% ?

Like

Oh thanks for the info

I am actually ok with the slight delay like that

After waiting for three years to complete, what is the extra few more months

Average cost increased from 49 to 51 sen

Bought more today at 56

do they know something I don't know ?

but this counter very strange

both my brokers refuse to allow me to buy with margin

it seemed to have that kind of growth prospects that you like

With power plant completing soon, if somebody is selling, either he knows something bad we don't know, or it is a margin call forced selling

These are the only two possibilities

Not really

You have not been studying it thoroughly

The debts are used to fund concession asset , which will start generating profit soon

you very busy at EG

I saw the title I know it is you

in my opinion, CIMB earning projection might have been way too conservative

800,000 units of street light to be replaced

I suspect this counter suffering from margin call

I dumb dumb hold

Now government steps in to stop it

So clever take over lafarge and immediately hike price

Clap clap clap

Bought some wc at 35

I took opportunity to build up a big position recently

Turning into my core holding

Yes

On 14 June 2019, the U.S. Department of Commerce (“DOC”) issued a final affirmative determination concerning circumvention of antidumping duty (AD) order on carbon steel butt-weld pipe fittings from Malaysia. This follows the Anti-circumvention Inquiry which was held following the preliminary determination on 20 July 2018.

In this final determination, DOC has verified Pantech Steel Industries Sdn Bhd’s ("PSI") ability to trace country of origin of its shipments of its butt-weld pipe fittings and allows PSI to continue exporting to the U.S. without being subject to antidumping duty provided Pantech and its importers provide the required certifications and documentation to the U.S. Customs and Border Protection, and maintain certifications and supporting documentation to provide to DOC upon request.

PSI will immediately commence shipments of its carbon steel butt-weld fittings to the U.S. once again and this is expected to have positive impact to the Group revenue going forward with contribution from PSI projected to normalise by Q3 FY2020.

In the Anti-circumvention Inquiry, DOC recognised that ‘Pantech was forthcoming and voluntarily corrected the error by revising quantity and value data, timely submitted complete and accurate responses to subsequent requests for information and cooperated fully with thorough verification and investigation into the matter. Consequently, DOC is not applying an adverse inference with respect to the country of origin of Pantech’s merchandise.’

Pantech Group consistently adheres to a high standard of governance and transparency in its dealings. The Board maintains that this final determination and recognition is testament to Pantech Group’s unwavering commitment to ethical practices in business.

This announcement is dated 18 June 2019.

I am in MBL WA at 42

Started buying 55

Then average up at 80

Cost 60 Sen average

Yummy

I have few lorries