Followers
8
Following
0
Blog Posts
404
Threads
18,658
Blogs
Threads
Portfolio
Follower
Following
2019-02-18 07:11 | Report Abuse
I am just sharing my opinion
Don't take it personally
I invested in this company before
2019-02-18 02:23 | Report Abuse
Capex non stop like London biscuits
Siphoning out money ?
Growing itself into bankruptcy
2019-02-15 17:33 | Report Abuse
fantastic result. hidden gem.
2019-02-15 15:30 | Report Abuse
I thought we are supposed to wait for 4 ?
2019-02-15 15:22 | Report Abuse
Ya hold Long term
This company is the dynamic type
They will ramp up its operation and profitability
2019-02-15 15:19 | Report Abuse
Why keep going up geh ?
Anybody ?
2019-02-15 15:09 | Report Abuse
Hold
Aim for RM1.00
This is a potential blue chip
2019-02-15 14:08 | Report Abuse
Papa going because he wants to meet you
Don't disappoint him lah
2019-02-15 13:29 | Report Abuse
sis you need to go also
I need tell you the truth - Uncle Koon is your Father
2019-02-15 13:20 | Report Abuse
the reason I said the above because I have witnessed with my own eyes how certain people I know amassed great wealth beyond your imagination by investing in quality second liners without paying excessive attention to moat
2019-02-15 13:16 | Report Abuse
don't be so sure you are on right path
it is true that frequent in and out is pointless
but there is a middle path between sloth and hyperactivity
that middle path could be very profitable
by being condescending towards others methods, you prematurely shut yourself off from the real world
warren Buffett becomes the richest person in the world by investing based on moats and compounded growth, but this is Malaysia
there is a lot of work need to be done to verify his theory can work well here, in my opinion
2019-02-15 09:10 | Report Abuse
Just look at my honest face. You love me, don't you ?
2019-02-15 08:35 | Report Abuse
Ok lah sorry loh offended you
Peace
2019-02-15 08:01 | Report Abuse
To understand my view, please go to bimb WA thread
I have set out the reasoning there
2019-02-15 08:00 | Report Abuse
Not everybody lies and cheat to make a living
Why is i3 so full of cynics ?
---------------
perhaps you are the seller yesterday?
2019-02-15 07:44 | Report Abuse
No such thing lah
It is all dictated by valuation
Conversion premium is now 23% , the standard premium for warants. So somebody deem it as fairly value hence queue to sell
If Mother shares continue to go up , this 28 Sen seller will disappear
He will reprice the warrants and queue to sell at higher price
2019-02-14 14:18 | Report Abuse
Beneficiaries could be both upstream and downstream. Counters like pantech
https://www.nst.com.my/business/2019/02/459455/oil-and-gas-set-be-next-star-2019
Posted by spinninglotus > Feb 14, 2019 01:16 PM | Report Abuse
Saudi Crown price visit Malaysia next week, oil and gas counters going up could be due to some projects could be announced
Sapnrg the biggest contractor will likely benefit from any project announcement in Malaysia
2019-02-14 08:45 | Report Abuse
Indeed you are learning....
X P
2019-02-14 04:44 | Report Abuse
Don't give me too much credit
In bull market everybody looked like genius mah
2019-02-14 04:30 | Report Abuse
Fair value RM6.5 ?
Latest Q earning RM90 mil
Annualised RM360 mil
PER of 15 times
Targeted market cap RM5.4 bil
Number of shares 830 mil
Fair value = 5400 / 830 = RM6.5 ?
2019-02-13 14:11 | Report Abuse
of course there is no guarantee conversion premium will remain at 23% (which btw is the standard conversion premium and not excessive)
lets' be conservative and assume conversion premium = 15% only
(WB + 4.72) / 4.50 = 1.15
WB + 4.72 = 5.18
WB = RM0.46
2019-02-13 14:11 | Report Abuse
what happens when mother share is RM4.50 ?
assume same conversion premium of 23%, the formula becomes as follows :
(WB + 4.72)/4.50 = 1.23
WB + 4.72 = 1.23 x 4.50 = 5.53
WB = 5.53 - 4.72 = RM0.81
2019-02-13 14:04 | Report Abuse
mother share RM4.07
warrants RM0.28
exercise price = RM4.72
conversion premium = (0.28 + 4.72) / 4.07 = 5 / 4.07 = 23% premium
the market has been very rational in valuing the warrants
2019-02-12 21:33 | Report Abuse
Let me check with my Long lost sister Mi Mi Lee
2019-02-12 17:30 | Report Abuse
slurp
Eggtart Just a small potato with minimal long term invest for this
12/02/2019 16:41
2019-02-12 11:19 | Report Abuse
still buying at 14
2019-02-12 10:59 | Report Abuse
Gongxifacai commonsense
very grateful for your MBM Buy Call
benefited a lot of people
2019-02-12 07:59 | Report Abuse
We dumb dumb hold
This year on top of strong earning, BIMB also has a restructuring angle
Value might be unlocked through the exercise
It could surprise on the upside
2019-02-12 05:40 | Report Abuse
LOL really packed full with negative energy
His entire universe is filled with conman , lies, tricks, etc
2019-02-11 21:57 | Report Abuse
Wah how come you know so much geh ?
2019-02-11 21:56 | Report Abuse
If you have ever followed mudajaya’s project in India, you will know how much hell they have gone through due to bureaucracy. Indian government delay delay delay. One delay after another until mudajaya vomit blood
Vietnam so far has a much much better track record as far as foreign businesses are concerned.
If like that also don’t know better shut up loh
2019-02-11 21:52 | Report Abuse
Mudajaya fails because of Indian factor
Nobody ever makes a sen from India
If like that also cannot understand, how to survive in stock market ?
That is why I said the old cynic has no feel
2019-02-11 21:47 | Report Abuse
This world is full of people with negative energy
They are stifling
But we have no choice. God makes the world imperfect so as to train us to be stronger and kinder
Posted by DK66 > Feb 11, 2019 09:07 PM | Report Abuse
Icon8888, I don't mind listening to criticism so long as there are logical and sound. However, some just carry too much hatred and attack. Some getting personal. I didn't just came out from the sky and ask people to buy. I merely shared my research and knowledge. I lay down information and data so that readers can perform their own analysis and make their own decision.
2019-02-11 20:31 | Report Abuse
Wait for results
RM4.30 possible if earning is strong
2019-02-11 20:28 | Report Abuse
Based on my experience in i3, the most cynical and negative people are those that do not have exposure
No need waste time with them. They have no feel of stocks
ks55, flinstone, Optimus prime are three good examples
2019-02-11 19:33 | Report Abuse
What is your definition for investing ?
2019-02-11 18:02 | Report Abuse
Ang now owns 75 mil ordinary shares and 25 mil warrants. Good
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6060749
2019-02-11 17:41 | Report Abuse
this stock got syndicate plays one
when market is bullish they will goreng high high
2019-02-11 16:53 | Report Abuse
Take it easy lah
I kaki kong kaki song only
2019-02-18 07:15 | Report Abuse
Think about the points I mentioned (regarding capex). If you think I not right, just ignore me.