NinjaInPyjamas

NinjaInPyjamas | Joined since 2015-06-23

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Stock

1 week ago | Report Abuse

Ignore oilprice. Focus on production and cashflow. High interest rates and lower end oil price is good for supply. Pray for a mild recession would be a bonus!

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1 week ago | Report Abuse

Fundamentals extremely solid, while bringing in a lot ca$$$$h. Hope it doesn't spike too fast. Collect patiently guys

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1 month ago | Report Abuse

Red sea tension was always there. The premium is already priced in. Forecast oil shd be in range of USD75-85 this year. Hope hibiscus can smoothly execute their production increase to 35k barrels as soon,.

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1 month ago | Report Abuse

To EPF is such a small amount only, only using RM52 million( assume average price: rm2.60) to buy since 29 Sept 2023. But definitely looking at the coming years increasing output and dividends.

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1 month ago | Report Abuse

Imagine Petronas valued at 2 year cashflow, is it buy? Is Hibiscus management very much worse than Petronas? Can they still pay dividend if oil drop to say USD65?

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2 months ago | Report Abuse

Next profit catalyst or growth would be how they able to execute and deliver on their onshore oilfield.

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2 months ago | Report Abuse

Beaides ROE, what is their business prospect to grow for the next 2-5 years. And are they able to deliver on their plan to grow or just maintain the same profit every year will determine the share price movement

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2 months ago | Report Abuse

Cannot expect too high prices if u want to stimulate demand or preventing countries to switch to other sources of energy. Mankind wont suffer any energy crisis, any crisis is political made news. Nuclear is the best, cleanest and cheapest source of energy if politically allowed.

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2023-12-01 10:50 | Report Abuse

Recent retracement is with very low volume. No changes in fundamental, is it not an oppurtunity to accumulate at 1.5times of annual cashflow. (given oil at usd75-80 floor). US just started refilling their SPR yesterday.

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2023-11-20 15:27 | Report Abuse

Sanctions are useless and never works ALL of the time in history. It is just a political tool(wayang untuk rakyat dan pengundi). War or not, everyone wants to earn MONEY only.

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2023-11-14 18:38 | Report Abuse

Proven again that sanctions never ever worked, as with past sanctions. https://www.ft.com/content/09e8ee14-a665-4644-8ec5-5972070463ad

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2023-11-09 08:32 | Report Abuse

This is what the price should be. Dont expect a bull cucle with elevated prices. Simple ecomomics

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2023-11-05 12:39 | Report Abuse

Velesto most priced value are their drilling assets. As nobody want to go into these capital intenssive assets and harder to get financing. The common masses are Illusioned by the EV and esg narrative while thinking oil and gas is a sunset industry. Replacement cost for these assets will only go higher as who wants to invest at these low DCR rate and high interest rates. The problem with velesto is their weak management.

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2023-10-20 06:49 | Report Abuse

Is best not to go above usd100. If it happens, china will release its SPR it collected past few months. Saudi can increase their production. US also can use their SPR to stabilise the price. usd80-90 the longer the better

Stock

2023-10-08 01:15 | Report Abuse

The 2 events that proven to really bring down oil prices is the us shale revolution and covid. Even israel at war today can only bring oil price up temporarily. Nobody can predict oil price movement https://www.youtube.com/watch?v=_CYhd-WwO8I

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2023-10-05 23:34 | Report Abuse

Dont be naive. Even with sanctions on Iran and Venezuela, oil or any other commodity will always find its way into the black market. Same as capping russian oil is useless, their income on oil grew even more. Dont believe what the western media say.

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2023-09-21 12:42 | Report Abuse

Dont hope for oil to go too high. If it can range itself at usd80-90 is the best. Over usd100 will invite demand destruction and supply to come online. This is what OPEC is trying to control. Above usd100, they will increase production. At usd80 dead, the cashflow will pay you back in 20 months. Cheers!

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2023-09-19 13:23 | Report Abuse

Change from rm2.99 to rm3.65. All this TP is irrelevant, just to con unseasoned investors. Definitely growing but wont be growing as rapidly as before when they were smallish.

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2023-09-19 12:49 | Report Abuse

Shouldn't be hard to surpass Yr2019 earnings, either this year or next whilst getting more jobs on the way.

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2023-09-17 11:34 | Report Abuse

But management quality, balance sheet, cashflows and dividends are better than carimins and Uzma's

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2023-09-17 02:55 | Report Abuse

Anyone working in OFS here? Is the industry lacking in technical staffing locally? Any updates or news on SK433?

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2023-09-17 02:40 | Report Abuse

@twnstar. I very much agree with you on how well Hibiscus managing their capex vs other companies. Their management team is VERY under-apprecaited. I believe the oil bull is only now in the middle innings. Based on thesisnarrative of peak oil, esg and many years of underinvestment, this cycle might be longer than previous ones. Besides, CIMB and Maybank have not come out with research reports yet, which CONFIRMS that current pricing is still too good to be true. I'm quite confident it will reach rm3 one day. If a recession comes next year, the cycle will be even longer. Cheers!

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2023-09-02 09:27 | Report Abuse

Management execution and planning seems and proven to be weak. I foresee more inflation coming and staying sticky. I think will achieve growth but not to their full potential. Saying this, there are many other weaker managed companies elsewhere. Just cant go in big on this counter.

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2023-05-15 12:50 | Report Abuse

Yea bois, collect colect collect slowly

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2023-04-16 22:15 | Report Abuse

@sunnyguy. Are you from Oil n Gas sector? Why so many services company u choose MHB. Im more heavy on Deleum, Penergy, T7Global. Adding onto MHB just base on high confidence on sector but no confidence on the management, solely base on track record and their ability to generate cash flow.

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2023-04-06 20:36 | Report Abuse

Oil and gas sector is badly understood. Spike in oil price wont affect service compannies. Even more so now as nobody wants to work in this industry. Its going to be bullish for many years to come

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2023-04-06 20:19 | Report Abuse

Any long term investors in oil and gas sector left?

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2023-03-16 19:18 | Report Abuse

I noticed not much people in Oil and Gas giving comment. Mostly are retail investors but i feel upcycle just only started. Recession or not, oil is inelastic short term. Energy transition needs fossil fuels even more. Such a good opportune time

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2023-03-11 07:59 | Report Abuse

Markets always get hype about getting projects. Most critical is the execution power of the team and to deliver sustained solid earnings. Anyone in O&G have insight into their management quality and culture?

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2023-03-04 11:49 | Report Abuse

hi. Anyone can explain why the heavy engineering segment always report losses. The last time they make profit was 2014/15 period. And it always contributes ca.80% of revenue

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2023-02-09 20:01 | Report Abuse

Halo. I think it is not the yield that is critical. It is the earnings/order book sustainability and growth prospect for the next years. For FPi, the management doesn't disclose much thus not much funds have any first hand information which always keep market in balance.

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2023-02-04 18:04 | Report Abuse

Why no research house tracking FPi after so many years ?
Vs PIE and Scope, which one of the company u guys think will have more solid and sustainable growth going forward for the next 4-5 years?

News & Blogs

2020-10-20 11:08 | Report Abuse

You cannot take USD70 as the ASP new norm of nitrile gloves, my friend.
For PBT margin, topglove's average Operating EBIT margin for the past 10 years is only 10%. Your calculation is too unconservative.
The background and track record of Mr Yee Voon Hun is also not stated and the eligibility like FDA/EU approvals of his current LATEX gloves is unknown.

News & Blogs

2020-07-22 01:05 | Report Abuse

You just need to calculate the ASP increment and multiply by units sold per month, then minus 30% tax rate. You will get the extra profit generated due to price increase

News & Blogs

2020-07-22 01:04 | Report Abuse

You are using RM for quarter 3 calculation instead of USD. So the units sold are all wrong

News & Blogs

2020-07-01 21:42 | Report Abuse

You are right only half. But what is the revenue contribution in rm terms towards Supercomal from Edward Lifescience and Ambu.
Scomnet's yearly revenue not even 1%of Edwards revenue, but of course there is room to grow but we must know how much business Edward is giving to Supercomal for d moment.

News & Blogs

2020-06-04 00:44 | Report Abuse

I found that they don't own all their distribution companies. some 50%, some only 17%. And your calculation have not deducted tax. Directors salary and fees also very high. If they can make SGD8 million consider very good already.

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2020-05-28 15:10 | Report Abuse

Yes, Jan-Mar is driest season, lowest precipitation. Most rainfall will be in July-Sept yearly which gives higher output. So the weakest quarter yearly coming up today

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2020-05-28 11:48 | Report Abuse

"definitely" i meant

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2020-05-28 11:47 | Report Abuse

Correct, to be exact energy sales is 29.7mill. Net profit before interest, tax, depreciation is 26.4mill. Just consider it as 3 months sales n np la. Gross Profit is densely that high, if you go to AGM you will know

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2020-05-28 11:33 | Report Abuse

No, is the most conservative calculation because of 20 years depreciation for the assets.
You can check last quarter energy sales generated by only 1 turbine ie 3 months sales to do rough estimation.

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2020-05-28 10:49 | Report Abuse

Expected yearly net profit starting from this year onwards to be at USD70-75million. Cash flow of about USD80 million.
Unprecedented earnings...

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2020-05-07 00:33 | Report Abuse

Hi Hopeful,
Ambu results are not specific enough.
I meant what are the exact RM sales revenue in scomnet Quarterly/Full yearly report attributed to endoscopes, bronchoscopes etc single use scopes.
Their sales are not 100% from AMBU endoscopes, they got other products as well.
Another want to know is whether each & every unit of endoscopes sold by AMBU manufactured by Supercomal Medical Products S/B? Same goes to Edward Lifescience.

Stock

2020-05-05 23:26 | Report Abuse

What is the amount of endoscope sales over total revenue?
is Supercommal the only vendor for Ambu & Edward Lifesciences' endoscopes?
Anyone got the data?

News & Blogs

2015-06-24 20:52 | Report Abuse

KC, what is yr thought on fimacorp? Its EPV and plantatn growth prospect vs kfima?

News & Blogs

2015-06-23 22:50 | Report Abuse

KC, what is yr thought on fimacorp?
Which has better EPV?