LuvLuv

LuvLuv | Joined since 2014-03-26

Investing Experience Beginner
Risk Profile Moderate

A Longkang Cleaner at the public street at the morning,a Bellboy at the night

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2014-11-11 10:14 | Report Abuse

records are mean to be break and so will the AWC provided next q result is above par.cheers

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2014-11-08 13:31 | Report Abuse

I see KENSEN you are more on fundamental play,yes this is the criteria every investor should have

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2014-11-08 13:30 | Report Abuse

Hubline should be an okay buy even thought the momentum of recovery is not that strong yet.please do not use the word goreng as I seldom see those goreng people can win big in the market,do you?I am not mean of making RM 5k or 100k per time we goreng.But what I mean is the consistent result in winning at least RM 100 k (min requirement) per counters,I do not think goreng people dare to put 20-30 of their wealth even though the news is leaked from mouth of the co CEO etc,that the limitation of technical analysis as well as "goreng" stocks.

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2014-11-07 20:18 | Report Abuse

Kensen.appreciate your efforts even though if it is not a real news.thanks

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2014-11-07 18:52 | Report Abuse

Haha.KUN,it is not a dream if the result proven and thats the truth of value investing.If 100% is excessive for one year,then I have Gopro (since IPO,likely throw if next quarter result not satisfy my criteria),Alibaba (core hldg hold till next bubble) and Nevro (hold since IPO),Under Armour (still holding,bought bout 1.15 years ago),and Davita Healthcare partners (since 1.12 years ago).Have a look.

For Malaysia,I have L&G LA,Zelan,Sona,PJDEV WC,Fututech,Ireka,BIMB WA which likely to have 50-100% gain within half-1 year.

So we must have faith in AWC.if the result is good,I do no see even why RM 0.90-RM 1.00 is not possible.But we must discount the returns as depreciation of M'sia Ringgit,haha,agree bo.

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2014-11-07 17:38 | Report Abuse

The annual result of MRCB will be extremely good if Plantimum Sentral is confirm by this Q (Dec 2014).Thus,MRCB will be a good buy bros.

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2014-11-07 17:33 | Report Abuse

Appreciate your effort Pisangkuat.thanks

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2014-11-06 17:59 | Report Abuse

Dear Cyphua.there is no news just analysis.If current quarter is as good as previous quarter it will a bonus for us as likely it will be back 65 and above.

The reason why I said so very easy,ELEMENT is just handled over just few months back and thus most their profits had been recog in the P&L June 2014.The current reporting quarter will only depends on Foresta 1 which in the progress thus we called it 空窗期 and thus might limited the upside momentum.However,next 2 q is expect to be very good as Foresta 1 is higher margin.

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2014-11-06 17:52 | Report Abuse

Dear KUN,enter with high price but no worry cause value stocks will found its way to the moon once results is proven.You are still have the chance to make 100% by one year if q result is good.

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2014-11-06 12:37 | Report Abuse

Yes,is VGO (like previous OSKVI) but there are someone who willing to sell.Thus we need to educate those.cheers

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2014-11-06 12:33 | Report Abuse

The reason is pretty easy,yes,Talisman is within Malaysia but they have no production yet,I am a old man (26 years old now actually) and I have no time to wait them to drill until they could find oil and reflected the performance in their account.All counters that I am looking for is which could provide me 50-100% returns within half or one year.

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2014-11-06 12:23 | Report Abuse

I am totally agree with Mr Ooi views that the purpose of OLH is not getting the ticket via the acceptance of his offer but rather he trying to accumulate more stake in open market once he created panic selling.

The value of PJDEV is should not be undermined taken into account of unbill sales and thus will create a higher NTA.Do you think we are that Childish to let him play the game.In US and HK,I had faced many those cases and I have seen even some of them being taken into court debate (i am hardly seen those case in Malaysia) thus we as a minority shareholders should unite.

For me less than RM 2.2 for mother and RM 1.2 (for son) within this 3 months,I will reject the offer (taking into account of those bought earlier at above RM 1) even though my cost is just approx 0.62.The price will be higher when next quarter result is reported.

For those who do not noticed,Mr Koon Yew Yin is now part of us in defending the castle.

For short term,current strong recovery in overall market as well as fast move of PJDEV WC is not healthy (maybe big guys buy up) but we should not hurry to enter.I will only buy when its back to 65-67.5 equilibrium price based on Vol avg,cheers

Lets us Unite and fight the game

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2014-11-06 12:02 | Report Abuse

From my eye,I see Sona is a risk free investment for who bought below 0.45.why be so silly doing "expert" in predicting.The core of value investing is buying something worth RM 1.00 with RM 0.5 and I think all of us will know the basic rule.Yes,Sona might not be successful in bidding the project but we only faced so call "opportunity cost" but remember once approve,their performance I believe is comparable or even better than Hibiscus as we are buying the field which are already in full fledged production and they are producing a PBT of more than USD 200m (as disclosed by the Salamander document).

Yes,current oil price is declining and the long term (5-10 years)outlook of oil industry is challenging (I more prefer shale oil etc) but we are not holding it for long term,maximum for me is 2 years from now (after merger and wait for the reflection of q result).Even with the oil price down towards 65-70,Sona will still be a 75-100% within a year (if approve).So please do your homework before comment.

I am trimming down my core position in foreign markt (i.e. Gopro,Krungthai bank) to buy in Sona.But I have no worry on it as head we win,tails we wont loss much.

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2014-11-06 11:47 | Report Abuse

market turbulence has not fully subside,thus no hurry to accumulate at the moment.MRCB is the undervalue co but they will likely will have another sell down following overall market before move up.Thus,MRCB mother will likely back 1.50 while son back below 0.22 level.we tunggu.

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2014-11-06 11:37 | Report Abuse

No need to rush in L&G mother above 0.55 and L&LG 0.42 cause following quarter result might not be that good after the completion of Element 1.However,the overall result for L&G FY 2015 (mar 2015,announce on May 2015) will be ok as hinted by MD that the majority of the unbill sales of RM 470m will be recognize in FY 2015.

Because of the market uncertainty (even though equities market rebound),There is a possibility that L&G will back lower before next move.Mother below 0.55 and LA below .42

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2014-10-14 20:05 | Report Abuse

Shipcapt 45 I think bit hard but to buy below 50 is possible.So we no need to hurry buy wait them.Between why not consider sona too?cheers

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2014-10-14 20:01 | Report Abuse

patient guys 3 steps more (1.5 cents) to see AWC trade below 30.patient is the key.

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2014-10-14 20:00 | Report Abuse

Dear TKG8

No need to hurry to enter others,wait for mkt to stabilize first.Mkt will be turuning,should not be so fast end.

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2014-10-08 17:55 | Report Abuse

Lousy company,no profit now.Wait till we can see prospect light first

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2014-10-08 17:54 | Report Abuse

Dalpinia you are right,no need follow the drop the catching knife,kasi jual and lets it turun.We at 60-65 level.

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2014-10-08 17:52 | Report Abuse

No need chase for this,tunggu below 50cents.illiquid.

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2014-10-08 17:50 | Report Abuse

No need hold the falling knife,wait them on the land at 54.5 cents.patient.

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2014-10-08 17:50 | Report Abuse

You are correct Lonaldo.L&G no more attractive now with dilution (boleh naik,limited gains),we can focus on others like TalamT,but still can wait for few days,perhaps this month.L&G can onyl buy if back 0.36

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2014-10-08 17:47 | Report Abuse

no matter how good the fundamental,the mkt sentiment will still be low if downtrend.instead of waiting for rebound why we not sell and buying back with safer price later then.

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2014-10-08 17:45 | Report Abuse

remember Uncle Tan cost is cheaper

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2014-10-08 17:45 | Report Abuse

But for safe,wait for 8.5 cents

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2014-10-08 17:45 | Report Abuse

TalamT likely back to 9.5 cents.then can masuk sikit.

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2014-10-08 17:44 | Report Abuse

No need headache friends.Kasi Jual dulu,we wait below RM 1.35.Its warrant also same,kasi tunggu 21 cents.

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2014-10-08 17:41 | Report Abuse

Tengok I ask no need chase last week.now still the same.Below 30 cents then can enter a bit

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2014-10-08 17:40 | Report Abuse

See, ask you guys no need worry to chase dy.Relex,Below 30cents then can enter bit

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2014-10-02 09:41 | Report Abuse

Zelan recovery is not strong enough yet.Can wait for better price.No need chase

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2014-10-02 09:40 | Report Abuse

Better sell AWC now before too late

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2014-07-02 08:30 | Report Abuse

Dear Mr CyTew.PBT 500m?Wa.Why not mention in media one?You in AGM that day?

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2014-06-12 08:19 | Report Abuse

TrueEye.How you know EDL will be finalize in few weeks?thanks.

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2014-05-07 14:54 | Report Abuse

Dear Friends

There is a question that I wish to raise,Jtiasa reported a significant quantities of FFB last year but only with low CPO compare to TSh with lower FFB but much more CPO.May I know the reason?Thanks.

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2014-05-02 11:21 | Report Abuse

Sure. thanks Icon

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2014-05-02 10:04 | Report Abuse

Dear Icon8888.

the question simply mean how can we compute the TERP for in the money warrant at its first listing date.

I took BIMB WA as a reference,its initial reference price was 0.005 (bursa ruling) since it is out of the money (share price 4.4+ vs exercise price of 4.72),the first day closing was 0.305 (gap up greater of 30 cents or 400% from initial reference price due to bursa rule as well).This is the case of BIMB WA.

I mean if in the case of share price is more than Exercise price at it first day of listing,how can we compute the first day reference price?Note is reference price,not the closing.

Thanks in advance Icon.Sorry for bother you

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2014-05-02 09:33 | Report Abuse

Thanks ACELEE..Patient is the key to investment success. Have also added few in BIMB WA, and will consistently piling up and wait it to roll out after July.

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2014-05-02 09:31 | Report Abuse

haha.ACELEE and Icon.Great to people exchanging info and opinion with no selfishness.Thanks ACELEE and Icon8888.

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2014-04-29 16:52 | Report Abuse

To Cytew,Crawler,ACELEE,Hong Hero,Vin Cullen

MRCB and MRCB WA still intact?

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2014-04-29 16:46 | Report Abuse

Thanks for your effort ACELEE.Enjoy reading it. Had start collected BIMB WA today.Thanks.Will consistently piling BIMB WA.Cheers.

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2014-04-24 13:07 | Report Abuse

Sorry everyone,May I consult you all about how we can determine the initial reference price of Warrant if it is in the money since listing.Although the initial reference is set by bursa.

I know for out of the money is 0.005 or 0.5 cents.Kindly advise.Thanks in advance.

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2014-04-10 14:16 | Report Abuse

It is my pleasure too read your comments ACELEE.I am enjoying it.

Will tambah lagi garang position again in both MRCB and MRCB-WA today.There has been a great initiative taken by the new management in transforming the company. Your price range 2-2.5 is not problem.Cheers.

Need to meeting liao,will share more on Tguan later.

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2014-04-10 13:35 | Report Abuse

Consistently added position in both MRCB and MRCB Wa after reading ACELEE and Cytew comments.Both of your analysis are insightful.

As pointed by ACELEE,with all these news roll out in the very near future perhaps starting from this month,MRCB and MRCB WA will start the Journey to the North.Cheers.

By the way,how you guys think on Tguan. Acelee and Cytew.Others?

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2014-03-27 14:18 | Report Abuse

Start accumulate Mrcb and Mrcb-wa today.thanks Acelee,cytew.

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2014-03-27 13:39 | Report Abuse

Possible RM 2.00-RM 2.50 connie as now Mrcb still covered by all this "dust" once all this settled, we will see different mrcb. cheers. You are right Cytew,Crawler and Acelee.

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2014-03-27 13:20 | Report Abuse

Start accumulate Mrcb and Mrcb-wa today.Thanks Acelee,Crawler and cytew.

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2014-03-27 10:54 | Report Abuse

I am also looking forward for your articles bro. Icon888.

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2014-03-27 10:51 | Report Abuse

Coupled with Qcap acquisition and Kwasa,all this will turns the sentiment of Mrcb

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2014-03-27 10:46 | Report Abuse

The potential for Pjdev to retreat are restricted mostly few points but there is a potential for Pjdev-wc to 0.65 level. See you there pjdev-wc