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2019-04-17 10:58 | Report Abuse
Investing is easy if you know the golden rule:
Bet on fundamentally undervalued assets then be as patient as Job.
In a way, I have some slight regrets for TP TalamT when I exited having learnt in advance of the rerouting as the counter continues to hold steady despite the bad news. As I’d collected TalamT from 0.035 cents, man!
2019-04-17 10:50 | Report Abuse
Hey Layang (the one with the Mandarin characters and goldfish avatar), good to see you shorties here. You lose an argument with me at TalamT and resort to name calling here in this forum, ah? You poor sod. All I asked you was for you to substantiate why the ECRL will not have an economic effect on Talam’s lands in Serendah & Gombak and you suddenly fell silent after intense barracking against the counter. The ECRL bypassed both Serendah & Rawang & I fortunately exited TalamT with a slight profit as I had advanced info. Check my posts there to verify. That’s how you shorties work, isn’t it? Short a counter, then post negatives and try to run it down? That’s the modus operandi of you shorties, lah. Hah, but the ECRL is revived and it’s running thru Trengganu, you poor fella, leh. So I’m going to ask you the same question again: “Will the ECRL have no impact or will it result in a drastic revaluation of TDMs huuuuge 52,345 hectares worth of landbanks in Trengganu?” Imho it will and TDMs shares will shoot past RM1 when the true value is reflected in the accounts. You think the TDM directors can’t count, meh? You can run down this counter all you want but thanks for doing me the favor, leh! I’m continuing to collect, man. Every retracement is regarded as a Godsend to long term collectors like me, leh! If you shorties are targeting TDM that confirms that you are bottom-feeding sharks interested in half cent drops, coz this counter won’t plunge. No self respecting sharks will be interested in half cent a day drops, mah? Pl look up the word CLUELESS in the picture dictionary Layang and your photo will be adjacent to it, man! How sad!
2019-04-17 09:13 | Report Abuse
...unless you’re shorting the counter, lah? I have a sneaky suspicion that that’s exactly what you’re doing, LoL! Short at your own peril. You think this is a speculative counter like Presbhd, meh? Watch out, T+3 is fast approaching, leh.
2019-04-17 09:04 | Report Abuse
Wow, so the ECRL has to be completed before there’s any impact on the land values of TDMs landbank, ah? With due respect, this the type of crap that grinds my gears, man. Even lands in the American Wild West benefited from the Transcontinental Railroad prompting mass migration, with settlers pouring in before the vast empty plains became fully settled. Heck, it even boosted tourism, leh. Aiyah, you should know better ...current performance & expenses will always be a drop in the ocean & grossly insignificant when juxtaposed against the massive relavaluation of its landbanks, man. Unless you’re telling us that TDM has only RM11k in their bank account, like Sumatec, meh? And pray tell us, which hospital has not been sued by ex-patients, leh? Pl cite one! You don’t like TDM, that’s your prerogative, man and you can buy other counters if that’s what rocks you. However, you don’t have to cherry pick your points, ignoring the potential impact of the ECRL. Sadly, it is often said that the loudest boos usually come from the cheapest seats, leh!
2019-04-16 21:53 | Report Abuse
At the risk of sounding facetious, there is little doubt that share prices do respond to QRs. Do relate, however, how a massive upward revaluation of a company’s landbanks had never been accompanied by a corresponding rise in share price movement too, man? If you don’t mind, an invitation is hereby extended to you to post statistics to show that there is no correlation, leh.
2019-04-16 10:39 | Report Abuse
No worries. This counter will never plunge like Presbhd which dropped another 11.63% this morning! I’m continuing to collect TDM.
2019-04-16 09:46 | Report Abuse
T+3/4 forced selling. Far far worse in MJPerak. That’s why you always buy long term.
2019-04-15 23:21 | Report Abuse
Snippet: How many of you are aware that Taman Melawati in KL (where Daim has his Bangalow), was developed by a TDM owned subsidiary, Negara Properties?
2019-04-15 21:44 | Report Abuse
Oops...apologies folks for the triple post. WiFi is strangely unstable, and the post didn’t look like it had transmitted. Grrrrr
2019-04-15 20:49 | Report Abuse
https://www.google.com.my/amp/s/www.nst.com.my/node/479440/amp
K, I’m fully locked and loaded on TDM, leh! I’ve been collecting TDM kaw kaw this morning at 0.185-0.195 and will continue to collect, man. Since I’ve built up a sizable TDM block earlier, every retracement is regarded by me as a Godsend, mah. My risk appetite is healthy, and taking calculated bets has always paid off handsomely for me. For eg. I bought Zelan kaw kaw around Xmas last year at 2.5c solely on the fact that it had large arbitration claims. When they won the claim last month, Zelan shot up to 12c and I TP! I won’t touch Zelan until it comes back down to value. Currently, TDM is for me a no-brainer....an even surer bet! Now, hmmmmm....which color Ferrari should I book, leh, LoL!
In any event, the following epitomizes my investment philosophy:
What is the most important personal quality an investor can have?
Patience... followed by pretty aggressive conduct. It is given to human beings who work hard at it—who look and sift the world for a mispriced bet — that they can occasionally find one. And the wise ones bet heavily when the world offers them that opportunity. They bet big when they have the odds. And the rest of the time, they don’t. It’s just that simple.
On top of its current landbank of 47,830 hectares in Trengganu alone (not counting other States and Kalimantan), TDM was granted an additional 4,515 hectares for planting by Trengganu in Jan 2018! (Vide: https://www.thestar.com.my/business/business-news/2018/01/04/tdm-gets-land-for-expansion/#pulYBvgjv3dXl5OQ.99)
IMHO, With the resumption of the ECRL, TDM has suddenly become a grossly mispriced bet, lah! This el-cheapo stock will suddenly be worth more than RM1 when the massive landbank TDM owns is revalued! It’s when; not if! And that’s not factoring in its Healthcare and palm oil revenue. How wonderful to invest in a dividend stock that will never fall tons of % in one day like Presbhd just did today when their SKIN project was cancelled by the Govt! So Leempeh is gonna huuuuut TDM ah!
2019-04-15 20:48 | Report Abuse
https://www.google.com.my/amp/s/www.nst.com.my/node/479440/amp
K, I’m fully locked and loaded on TDM, leh! I’ve been collecting TDM kaw kaw this morning at 0.185-0.195 and will continue to collect, man. Since I’ve built up a sizable TDM block earlier, every retracement is regarded by me as a Godsend, mah. My risk appetite is healthy, and taking calculated bets has always paid off handsomely for me. For eg. I bought Zelan kaw kaw around Xmas last year at 2.5c solely on the fact that it had large arbitration claims. When they won the claim last month, Zelan shot up to 12c and I TP! I won’t touch Zelan until it comes back down to value. Currently, TDM is for me a no-brainer....an even surer bet! Now, hmmmmm....which color Ferrari should I book, leh, LoL!
In any event, the following epitomizes my investment philosophy:
What is the most important personal quality an investor can have?
Patience... followed by pretty aggressive conduct. It is given to human beings who work hard at it—who look and sift the world for a mispriced bet — that they can occasionally find one. And the wise ones bet heavily when the world offers them that opportunity. They bet big when they have the odds. And the rest of the time, they don’t. It’s just that simple.
On top of its current landbank of 47,830 hectares in Trengganu alone (not counting other States and Kalimantan), TDM was granted an additional 4,515 hectares for planting by Trengganu in Jan 2018! (Vide: https://www.thestar.com.my/business/business-news/2018/01/04/tdm-gets-land-for-expansion/#pulYBvgjv3dXl5OQ.99)
IMHO, With the resumption of the ECRL, TDM has suddenly become a grossly mispriced bet, lah! This el-cheapo stock will suddenly be worth more than RM1 when the massive landbank TDM owns is revalued! It’s when; not if! And that’s not factoring in its Healthcare and palm oil revenue. How wonderful to invest in a dividend stock that will never fall tons of % in one day like Presbhd just did today when their SKIN project was cancelled by the Govt! So Leempeh is gonna huuuuut TDM ah!
2019-04-15 20:40 | Report Abuse
https://www.google.com.my/amp/s/www.nst.com.my/node/479440/amp
K, I’m fully locked and loaded on TDM, leh! I’ve been collecting TDM kaw kaw this morning at 0.185-0.195 and will continue to collect, man. Since I’ve built up a sizable TDM block earlier, every retracement is regarded by me as a Godsend, mah. My risk appetite is healthy, and taking calculated bets has always paid off handsomely for me. For eg. I bought Zelan kaw kaw around Xmas last year at 2.5c solely on the fact that it had large arbitration claims. When they won the claim last month, Zelan shot up to 12c and I TP! I won’t touch Zelan again until it comes back down to value. Currently, TDM is for me a no-brainer....an even surer bet! Now, hmmmmm....which color Ferrari should I book, leh, LoL!
In any event, the following epitomizes my investment philosophy:
What is the most important personal quality an investor can have?
Patience... followed by pretty aggressive conduct. It is given to human beings who work hard at it—who look and sift the world for a mispriced bet — that they can occasionally find one. And the wise ones bet heavily when the world offers them that opportunity. They bet big when they have the odds. And the rest of the time, they don’t. It’s just that simple.
On top of its current landbank of 47,830 hectares in Trengganu alone (not counting other States and Kalimantan), TDM was granted an additional 4,515 hectares for planting by Trengganu in Jan 2018! (Vide: https://www.thestar.com.my/business/business-news/2018/01/04/tdm-gets-land-for-expansion/#pulYBvgjv3dXl5OQ.99)
IMHO, With the resumption of the ECRL, TDM has suddenly become a grossly mispriced bet, lah! This el-cheapo stock will suddenly be worth more than RM1 when the massive landbank TDM owns is revalued! It’s when; not if! How wonderful to invest in a dividend stock that will never fall tons of % in one day like Presbhd just did today when their SKIN project was cancelled by the Govt! So Leempeh is gonna huuuuut TDM ah!
2019-04-15 09:40 | Report Abuse
TDM is a zero risk, nap-shot, chao ham yee fan sang stock, leh!
2019-04-15 09:35 | Report Abuse
I’ve been collecting TDM kaw kaw long before this. Wonderful counter for long term hold. You think the ECRL planners are bodoh meh? It’s de rigeur for them to plan to run railway routes between commercial ports like Kertih Port, Kuantan Port and Port Klang to take in the lucrative commercial cargo traffic and also through densely/highly populated areas to cater for passenger traffic. You think these route planners will plan a route bereft of commercial cargo and passenger traffic for the ECRL, meh? You think they like the ECRL to pak wu ying, izzit? So Kertih Port, without a doubt, definitely remains a link, for Petroleum exports. KT has a population of 285K, so you think the planners are so bodoh as to leave out the potential passenger traffic from KT, meh? Did the LRT planners leave out Subang Jaya, ah? This counter is a great counter for genuine long term investors. Heck, TDMs market cap is only RM320M and the hospitals they own is already worth that with the hidden bonus of a huuuge landbank and palm oil plantations! With palm oil prices rising and now that the ECRL is confirmed going through Trengganu where TDM has tons of land, TDMs lands will inevitably, be revalued upwards and this counter will be worth more than $1! Leempeh will continue to collect. Huuut ah!
2019-04-13 10:06 | Report Abuse
The reason why PHB’s malls in Seremban struggled was because they lacked tourist throughput, depending solely on residents. Everything changes now with the ECRL!
2019-04-13 10:04 | Report Abuse
Kuala Klawang Jelebu is not that far from Seremban. With the ECRL going all the way to Kota Bahru, it’d open up cargo transport and domestic travel. PHB will exploit this by providing free bus services to bus passengers into Seremban, stopping at their malls. Imagine mall traffic will shoot up now that you have domestic tourists from Kota Bahru, Kuala Trengganu, Kuantan, Mentakab, Bangi/Kajang, Putrajaya! In fact tourists make up the bulk of mall traffic in most major towns and cities. With the ECRL stations now confirmed in Kuala Klawang, Jelebu the whole equation has changed for PHB. Their malls will be revalued upwards as they see a dramatic revival! Ham yee fan sang, leh!
2019-04-13 09:49 | Report Abuse
Yeah, it was wonderful meeting everyone here. Calvin you didn’t email me as I requested. I wanted to talk to you to forewarn you of this development as I was informed that this was going to happen. I exited at the time when I requested you to email me.
2019-04-12 17:28 | Report Abuse
https://m.malaysiakini.com/news/471505
Another reason for the reroute along the Titiwangsa Range is the cost savings resulting from the reroute into NS itself. One major cost is having to bore a 17.8 km tunnel from Bentong to Gombak. By avoiding the Klang Gates Quartz Ridge, another tidy sum is saved. So the likelihood of this reroute is high which all benefit ALL NS based companies, including PHB.
2019-04-12 16:41 | Report Abuse
ECRL signed: https://www.scmp.com/week-asia/geopolitics/article/3005831/malaysia-decide-today-stalled-china-backed-east-coast-rail
Key takeaways:
Cost savings of RM21B - enough to build 2 Petronas Twin Towers!
Length reduced by 40KM - if it’s true that it’s rerouted to NS, it may mean that the route may not go all the way to Trengganu and Kelantan coz that’s the costliest stretch as the bulk of the cost of railway construction is actually land acquisition, excavations and land filling. Kelantan and Trengganu with their low lying flood prone areas would require billions of cubic ft of land filling. A massive financial ouch! That’s where the multi billion ringgit cost savings will come from, despite a reroute to NS. So TDM shares may be affected.
It is highly likely, IMHO, for the railway planners to plan to run railway routes between commercial ports like Kuantan Port and Port Klang to take in the lucrative commercial cargo traffic and also through densely/highly populated areas to cater for passenger traffic. You think these route planners will plan a route bereft of commercial cargo and passenger traffic for the ECRL, meh? So if there’s a reroute to NS, PHB and all NS based stocks will benefit!
I’ve collected more PHB today.
2019-04-12 15:08 | Report Abuse
Not long to wait. The ecrl agreement will be signed by Daim in China tonight! If the reroute takes the ecrl to NS, this counter & ALL NS counters will fly!
2019-04-12 15:00 | Report Abuse
PN17 cos like Daya & Sumatec, yet suckers are buying today at 0.015 with a bloody fake queue of more than a million lots q to buy at 0.01. Same with Netx. That means more than a million buckaroos have been parked at 0.01 to entice you to buy. For the past few days and up to this morning it’s comforting that I haven’t seen fake queues in PHB yet. There were 40k+ lots to buy at 0.025 (they were done). If it drops, huuut ah!
2019-04-12 14:43 | Report Abuse
Millions. Calculated risk. Most people forgot to factor in the ecrl reroute. Fortune favors the brave!
2019-04-12 11:44 | Report Abuse
Assuming the new ecrl cuts travel time drastically as these new dangled train from China can really zip it! Imagine passengers all the way from Kuantan can reach Seremban in like 40 minutes. What about passengers from KL? Under 15 minutes? This will be a boon too for the palm oil plantations and refineries in NS for their cargo can now reach Kuantan in 40 minutes for export to China! The oil refineries in PD now only need to send their consignments to the nearest ecrl station. Rest assured all lands in NS will be revalued upwards and PHB malls in Seremban will see a drastic increase in foot traffic! PHB . This chao ham yee will fan sang, leh.
2019-04-12 10:54 | Report Abuse
https://www.thestar.com.my/news/nation/2019/04/11/report-malaysia-china-to-sign-ecrl-agreement-on-friday-april-12/#IukhKTjR3EJjcd2a.99
The ECRL rerouting to NS. If it does reroute there, it might be part and parcel of electioneering. But the real reason for such a reroute is KLIA/Sepang. You think railway planners are bodoh, meh? In route planning they would always target the more lucrative commercial cargo traffic and passenger traffic. You think these planners would plan a route so the ECRL can pak wu ying, izzit? No railway route planner worth his salt would leave out population centers like Seremban with its population of half a million! Tell me, did the LRT route planners leave out Subang Jaya? So there’s little doubt that a rerouting to NS will benefit all landowners including Sendayang/Bandar Springhill, Seremban/Labu.
When the ecrl is rerouted to NS ALL NS lands will skyrocket in value including PHB. Passenger and cargo traffic can reach Port Klang in minutes! This chao ham yee will suddenly fan sang and shoot up to RM1 and above!
To draw an analogy, say you bought a gold mine. When you visit the mine, what do you see? To the untrained eye, mostly dirt loh? What you think the gold will be staring you in the face, meh. It takes a trained eye to spot the tiny specks of gold after digging in the substratum, loh? That’s why uncovering a gold mine like PHB takes quite a bit of digging, loh. The heavy lifting has been done for us, so it’s time to exploit that gold, man. That’s what I’m doing! In truth, I’ve been collecting kaw kaw from 0.02 and with some bullets left and am continuing to collect.
2019-04-08 20:31 | Report Abuse
Hi Calvin, I’ve posted another message in your Ann Joo blog
2019-04-08 20:29 | Report Abuse
Do email. I’ve just done some analysis. Just wanna discuss something that I’ve discovered that would have a significant impact on your portfolio with you in private, Calvin. I’ll email you my mobile number after I get your email, so we could this discuss this. Appreciate your time.
2019-04-08 16:57 | Report Abuse
Hi Calvin, pl check your blog...
2019-04-08 14:37 | Report Abuse
Hi Calvin, can you check your Ann Joo blog? The counter’s up and I have a question.
2019-04-08 14:34 | Report Abuse
Hi Calvin, can you email me at spencertay1atyahoocom? I’ll take it from there, k?
2019-04-05 22:13 | Report Abuse
Hi folks, thought I should let y’all know that I’ve cashed out and that I’m outta here. It’s been a good innings and it was wonderful to have been here but I’m moving on to other counters. Collecting low coupled with patience, always pays off. Ciao! See you around Billy.
2019-04-05 14:59 | Report Abuse
Layang is the one with Chinese characters for username plus a goldfish avatar, I presume. That’s the one I’m addressing my posts to. Great guy. Good brains. His opinion should considered carefully, if he includes the ECRL issue in his analyses.
2019-04-05 14:05 | Report Abuse
Layang, you know I respect your studied analyses, so can you please give me your learned opinion? I’ve asked you so many times for your views on what happens to Talam if and when the ECRL is approved? Will the currently chao ham yi Talam lands in Gombak and Bkt Beruntong/Serendah skyrocket in value and consequently, will Talam share prices skyrocket too? Even if Calvin is stuck at 0.8c, as you allege, do you think he’d dump at 0.8c if Talam shoots above his purchase price? Coz IMHO, there’s no way in hell the ECRL will not be approved. You think TDM has no brains meh? Order the cancellation of the contract and pay the RM22B cancellation penalty? You think he’s senile and bodoh, or what? So pl don’t skirt the issue and go on your convoluted analysis, always excluding mention of the ECRL issue anymore purleeze! Any analysis from you, henceforth, MUST include the implications of the impending ECRL approval. I await and value your professional opinion, k?
Here’s my question reposted in full:
“I’m impressed with your accounting skills Layang. But I notice that not once did you ever address the ECRL issue: what happens to Talam if the ECRL goes ahead. To be fair, I’d like to hear you address this issue. In truth I wouldn’t touch Talam with a 10 ft pole if not for this impending ECRL approval. For approval will transform Talam from an ugly duckling to a graceful swan for its currently chao ham yi landbanks will skyrocket in value and concomitantly, so will Talam shares! In my respectful view there’s no way in hell that the ECRL will be abandoned. The penalty clause is RM22B. Just think Layang, if you’re the PM, will you order a cancellation and order Khazanah to cough up 22B buckaroos? China will very probably give Malaysia a huge discount, which is in truth the agreed inflated price difference that was to go towards paying off the 1Mdb debts. But a cancellation? Daim can kneel and beg or lick Xi Jinping’s boots but no way Jose, leh. The ECRL is ON. Now Layang, pl address this ECRL issue before you write another word. I await your accounting wisdom with bated breath!”
2019-04-05 09:29 | Report Abuse
I’m impressed with your accounting skills Layang. But I notice that not once did you ever address the ECRL issue: what happens to Talam if the ECRL goes ahead. To be fair, I’d like to hear you address this issue. In truth I wouldn’t touch Talam with a 10 ft pole if not for this impending ECRL approval. For approval will transform Talam from an ugly duckling to a graceful swan for its currently chao ham yi landbanks will skyrocket in value and concomitantly, so will Talam shares! In my respectful view there’s no way in hell that the ECRL will be abandoned. The penalty clause is RM22B. Just think Layang, if you’re the PM, will you order a cancellation and order Khazanah to cough up 22B buckaroos? China will very probably give Malaysia a huge discount, which is in truth the agreed inflated price difference that was to go towards paying off the 1Mdb debts. But a cancellation? Daim can kneel and beg or lick Xi Jinping’s boots but no way Jose, leh. The ECRL is ON. Now Layang, pl address this ECRL issue before you write another word. I await your accounting wisdom with bated breath!
2019-04-04 20:04 | Report Abuse
Collected some more today at 0.05. Will continue to collect. Fortune favors the brave.
2019-04-04 15:39 | Report Abuse
Tx Calvin. What about Ann Joo?
2019-04-04 13:26 | Report Abuse
Hi Calvin. Can you respond to my question in your Ann Joo blog in i3 Forum in that forum?
2019-04-04 13:21 | Report Abuse
Hi Calvin. Appreciate your insight here. You know I’m constantly on the lookout for grossly undervalued stocks. Took your advice to load up on Talam dy. Looking for a little diversification. Spotted heavy volume on PHB (formerly Nicorp) this morning. I’m normally leary of cos which undergo name changes but what’s your take on this counter? Any potential for ham yi fan sang? PN17 or worthwhile long term hold? You know...I value your high intellect and analytical skills & your opinion.
2019-04-04 11:28 | Report Abuse
At these prices, I’m collecting more...Layang, appreciate your concern with potential pump and dump for this counter. But isn’t pump and dump a fact of life in the KLSE and in fact in most exchange traded assets? In fact, I welcome it. That’s why we buy low. Heck this morning I woke up to the mother of all pump and dumps with joy! Remember I’d taken profit on my bitcoins that’d I’d bought 2 months ago at US$3,600 just yesterday at US$5,000? I went in to buy again yesterday at US$4,887 and set my TP at US$5,260. It was triggered early this morning, leh whilst I was still asleep! Somebody (probably a billionaire pumped in US$100M to pump bitcoin up to US$5,275 before dumping them to take profit. I went in to buy again at US$4,950 and have set my TP at US$5,930. Hey, pump and dump is not such a bad thing if you buy low, lah.
Also, Layang its only fair when you criticize Calvin and Raider that you address their contention that Talam lands are seriously undervalued and that the Talam price will see a dramatic adjustment when their true values are unlocked if and when the ECRL is launched. IMO, Daim can go on his knees and kiss Xi Jinping’s feet, but there is ABSOLUTELY NO WAY the ECRL will be cancelled. China’s got Malaysia by the balls dy! You think Malaysia wish to pay the RM22B penalty for cancellation, meh? So a discount concession from China. Probable. Cancellation? No way babe! IMHO, if you collect Talam and Carimin now at these prices, it’s a good move as we don’t have to wait long. Go ahead and pump it man. I’m ready, leh!
2019-04-04 11:17 | Report Abuse
Lai liow...Layang, appreciate your concern with potential pump and dump for this counter. But isn’t pump and dump a fact of life in the KLSE and in fact in most exchange traded assets? In fact, I welcome it. That’s why we buy low. Heck this morning I woke up to the mother of all pump and dumps with joy! Remember I’d taken profit on my bitcoins at US$5,000 that’d I’d bought 2 months ago at US$3,600 just yesterday? I went in to buy again yesterday at US$4,887 and set my TP at US$5,260. It was triggered early this morning, leh whilst I was still asleep! Somebody (probably a billionaire pumped in US$100M to pump bitcoin up to US$5,275 before dumping them to take profit. I went in to buy again this morning at US$4,950 and have set my TP at US$5,930. Hey, pump and dump is not such a bad thing if you buy low, lah.
Also, Layang its only fair when you criticize Calvin and Raider that you address their contention that Talam lands are seriously undervalued and are the Talam price will see a dramatic adjustment when their true values are unlocked if and when the ECRL is launched. IMO, Daim can go on his knees but there is ABSOLUTELY NO WAY the ECRL will be cancelled. China’s got Malaysia by the balls dy! You think Malaysia wish to pay the RM22B penalty for cancellation, meh? So a discount concession from China. Probable. Cancellation? No way babe! IMHO, if you collect Talam and HTPadu now at these prices, it’s a good move as we don’t have to wait long. Go ahead and pump it man. I’m ready!
2019-04-04 10:45 | Report Abuse
Layang, appreciate your concern with potential pump and dump for this counter. But isn’t pump and dump a fact of life in the KLSE and in fact in most exchange traded assets? In fact, I welcome it. That’s why we buy low. Heck this morning I woke up to the mother of all pump and dumps with joy! Remember I’d taken profit on my bitcoins that’d I’d bought 2 months ago at US$3,600 just yesterday at US$5,000? I went in to buy again yesterday at US$4,887 and set my TP at US$5,260. It was triggered early this morning, leh whilst I was still asleep! Somebody (probably a billionaire pumped in US$100M to pump bitcoin up to US$5,275 before dumping them to take profit. I went in to buy again at US$4,950 and have set my TP at US$5,930. Hey, pump and dump is not such a bad thing if you buy low, lah.
Also, Layang its only fair when you criticize Calvin and Raider that you address their contention that Talam lands are seriously undervalued and are the Talam price will see a dramatic adjustment when their true values are unlocked if and when the ECRL is launched. IMO, Daim can go on his knees but there is ABSOLUTELY NO WAY the ECRL will be cancelled. China’s got Malaysia by the balls dy! You think Malaysia wish to pay the RM22B penalty for cancellation, meh? So a discount concession from China. Probable. Cancellation? No way babe! IMHO, if you collect Talam now at these prices, it’s a good move as we don’t have to wait long. Go ahead and pump it man. I’m ready!
2019-04-03 15:35 | Report Abuse
Breaking News: http://www.theedgemarkets.com/article/bernas-puspakom-pharmaniaga-myeg-being-scrutinised-cabinet-committee-monopolies?type=malaysia
If the MYEG monopoly is broken, it can only augur well for its competitors, including HTPadu.
So Gentlemen, my investment philosophy is premised on uncovering and buying undervalued stocks with a hidden value story. Look, I placed part of my portfolio 2 months ago in bitcoins when it was struggling to clear US$3,600 and everyone was calling bitcoin a fraud. This morning it hit US$5,034! I took profit at US$5,000 and went in and bought a bigger lot again at US$4,887 when it retraced. I’ll buy it all the way up to US$10,000. I bought Zelan around Boxing Day last year for 2.5c. It shot up to 12c 3 months later. My risk appetite is bigger than some others I suppose. So if the HTPadu share prices continue to retrace, it suits me fine, I’ll continue to collect slowly. I could be wrong but fortune favors the brave.
2019-04-03 15:13 | Report Abuse
如鱼得水 “Private placement will only create 4.6 mils not enough to cover half quarter's losses..
Assets can disappear after long term of losses in a company.. there a are a lot of companies having a lot of land n property but after they delisted.. u never hear from them anymore.. nothing left...“
You’re absolutely right! Assets can disappear after long term losses in any company, especially chao ham yi assets. The Talam lands in Gombak and Bukit Beruntong/Serendah were also chao ham yi lands. However, the ECRL has changed the equation. If the ERCL estd it’s hub in Gombak with a station in Serendah, the land values of Talam’s previously chao ham yi lands are going to skyrocket! There is no way the ECRL isn’t going ahead. Daim can negotiate and plead till the cows come home, but with the hefty penalty clause, China’s got Malaysia by the balls! So a discount is likely but cancellation? No way Jose!
My investment philosophy is premised on uncovering and buying undervalued stocks with a hidden value story. Look, I placed part of my portfolio 2 months ago in bitcoins when it was struggling to clear US$3,600 and everyone was calling bitcoin a fraud. This morning it hit US$5,034! I took profit at US$5,000 and went in and bought a bigger lot again at US$4,887 when it retraced. I’ll buy it all the way up to US$10,000. I bought Zelan around Boxing Day last year for 2.5c. It shot up to 12c 3 months later. My risk appetite is bigger than some others I suppose. So if Talam drops to 2.5c, I’ll huut ah! I could be wrong but fortune favors the brave.
2019-04-03 10:33 | Report Abuse
Aiyoh, watching these two camps quarreling is hilarious! Thanks for the comedic relief. I don’t know about Calvin’s motive for promoting this stock. He could be the spokesman for a syndicate or he may not. In my humble opinion, this stock does have hidden value. It’s true that the co was badly managed and this is reflected in the stock price. However, it’s land banks, which, imo, are grossly undervalued, makes this a value buy for when it’s true value is unlocked, it’s price will readjust dramatically. This is premised on the management not running the co into the ground, like Sumatec, which now has only circa RM17k in the bank. No wonder Sumatec went into PN17. I know one nominee director on the Board. He is kiasi personified. If this co is heading for PN17, Mr Kiasi will be the first one out of Dodge and resign. When he does that, I’m out of here, man! Meanwhile, I’ll continue to collect, loh.
2019-04-02 21:21 | Report Abuse
Everybody’s asking why I’m looking so happy? My habit of buying value is paying off. Apart from KLSE, I have part of my investment kitty parked in Bitcoin at US$3,600 2 months ago. It’s now gunning for US$5,000. I expected the surge in May. Looks like Christmas has come early this year, leh!
2019-04-02 21:19 | Report Abuse
Everybody’s asking why I’m looking so happy...my habit of buying value is paying off. Apart from KLSE, I have part of my investment kitty parked in Bitcoin at US$3,600 2 months ago. It’s now gunning for US$5,000. I expected the surge in May. Looks like Christmas has come early this year, leh!
2019-04-02 12:13 | Report Abuse
BillyK. Soon we’ll find out if we’re sohai or plain lucky or geniuses loh?
Stock: [TDM]: TDM BHD
2019-04-17 11:48 | Report Abuse
Pssst Layang, let me give you shorties a tip. If shorting is your game, go short Dayang. That counter can drop 70-90 cents in a day! Why waste time with bottom-feeding for half a cent? What are you waiting for? No capital, izzit?