RJ87

RJ87 | Joined since 2016-05-05

Investing Experience -
Risk Profile -

Followers

3

Following

0

Blog Posts

0

Threads

5,118

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
5,118
Past 30 days
8
Past 7 days
7
Today
0

User Comments
Stock

2022-05-25 10:21 | Report Abuse

split fund into long, mid and short. Each entry different TP.

Short one are 1-2weeks, buy at panic selldown. 3-5% rebound take profit.
Mid one are support broken, 1-2weeks after support broken and price stabilizes. Hold 3-6 months.(Basically give company a couple of quarters to fix their shit)
Long one a buying into good fundamentals. Hold 1-2 years. Usually counters with dividend.

Stock

2022-05-25 09:56 | Report Abuse

I also laugh at you. I locked in profit for 99.5 entries, 1.00, 1.01, and 1.02 entries 25K per batch at 1.07 and 1.08.

I learn to up that time take profit, down that time buy back. As long as company fundamental good, will continue to do that. Price uptrend to next year feb is not going to be straight line anyway.

Stock

2022-05-25 09:20 | Report Abuse

U buy at what price oh?

=======================
ImLearningFromSifu

haha.. no hold also cannot lo....
because now still red. hahahaaha

46 minutes ago

Stock

2022-05-25 02:26 | Report Abuse

I sold Bplant in 2018 because they bought plantation in Sabah. They misprice the value of the plantation. All trees where old and need replanting. I sold without looking back knowing very well next few quarter going to be red.

Now, from last year RM5.8M bounce to RM71M. This is not because CPO. This is because the plantation is starting to mature. Don't be surprise if you see crazier number next quarter.

on top of that, bplant don't sell at forward pricing like simeplant stucked at RM4K to RM5K for don't know how long. Folks from Simeplant, time to sell ur simeplant and hop over here.

When this kinda good QR coming out but "analyst" seems to be unusally quiet and no coverage. U tau2 la.
Normally those that they buy in, cepat je they say good things on bad QR. When no buy in, they either keep quiet or just meehhhh. U wait them collect next 2 QR and see, they pok pek pok pek non-stop on Q3'22 result in Nov

Excerpt from QR
===========
Average CPO price for the first quarter of RM6,030 per MT was higher than last year’s corresponding
quarter of RM3,751 per MT by RM2,279 per MT (61%). Highest monthly average CPO price of
RM6,780 per MT was recorded in March 2022 which surpassed last year’s highest monthly average
CPO price of RM5,159 per MT recorded in November 2021. PK's average price of RM4,655 per MT
was higher by RM2,135 per MT (85%).
FFB production for the quarter of 195,882 MT was 9% higher than the production in the first quarter
of 2021 of 180,165 MT, contributing a yield of 2.9 MT per Ha as compared with 2.7 MT per Ha in
the same quarter last year. This improvement was the effect from the Plantations Performance
Improvement Program laid out in the Group’s 2022 Business Plan which focuses on yield
enhancement. OER and KER increased from 20.3% to 20.6% and from 4.0% to 4.1% respectively.

Performance Review (Cont’d.)
Sabah region
==========
Sabah region achieved a segment profit of RM71.3 million for the first quarter, surpassed last year’s
corresponding quarter of RM5.8 million. Higher FFB production of 98,822 MT as compared to
87,289 MT in the same quarter last year, supported by higher palm product prices contributed to the
better result. OER of 20.5% was higher than last year of 20.4% and KER also increased to 4.2% from
3.9% last year.
Sarawak region
Sarawak region's segment profit of RM4.3 million improved as compared to last year of RM1.8
million. Higher palm products prices contributed to the profit despite the drop in production from
21,938 MT last year to 16,158 MT this year.

Stock

2022-05-25 02:09 | Report Abuse

Cash generated from Q1,22 alone is RM98M. And compare to Bplant best quarter in Q3,2017 where cash generated by Q3 was RM160M averaging 50M a quarter. Price moved from 85sen to 1.1sen for 30% return after bonus issue.

Next quarter also another RM100M cash from operation and another bonus issue in Sept. Then, 60%-80% return from 85sen is not impossible.

https://imgur.com/a/z8Ymv7e

Stock

2022-05-25 01:07 | Report Abuse

They only trim 1.5% after million and million shares they sold.

Actually, I don't want them to hold any if possible. Better let syndicate take over.

But it will cost syndicate 270M just to buy in. Not to say goreng yet. That's why u never see people like KYY punt for any counter with market cap above RM1B. Cost too much capital to push or support and not much meat if successful.
-------------------------------------------------------------------
From April 28 to May 5, among the notable shareholding changes that took place at Bursa Malaysia-listed companies were those at Boustead Plantation Bhd, where Lembaga Tabung Angkatan Tentera (LTAT) hived off 12.47 million shares to trim its stake to 10.59%, or 237.21 million shares. The state-controlled armed forces fund held a 12.07% stake, or 270.31 million shares, in the plantation company in late February.

Stock

2022-05-24 17:34 | Report Abuse

Sawa live in his own world already. I hope you don't take a position too big.

RM11B market sitting on RM6B cash and asset. Still got room to drop. Even at market cap of RM9B, 3B premium on zero profit, how are you going to get ur premium back?

Stock

2022-05-24 16:55 | Report Abuse

CPO price bounce back from from 6100 to 6400. Tmr dijangka naik.

Everyone want to lock in their 7%. Who know before ex date, it drop back to RM1 to buy back and still entitle for the 7%. This way, they make 14% instead of 7.

Stock

2022-05-24 10:54 | Report Abuse

no la…I come here look for good debate to make better investing decision. Once decided on the strategy, I will see it through. Just now i tot someone was talking about me. “The rest has left”. No ar, i’m still here. Not as active. But still here.

This one seems easy and safe. I once wasted 15 months waiting DUFU to go up from RM0.8 to RM6. Although i didn’t make whole 600%. But that lesson taught me good business can hold as long as it’s still good. Makes no sense to sell good business just because it already up 30-40%. Sifu CYF was a millionaire and has trippled or quadrupled his millions.

U look at whole sector la, tell me which sector will do well? Construction rely on gov handout. Gov is pretty broke now. Property depends on Debt to GDP ratio. Debt to GDP at all time high. Tech depends on OPR. OPR drop, they up. Now OPR trending up or down to fight inflation? Onlly left OnG and Plantation will have green quarters. The rest very unlikely to be green in the long term.

Stock

2022-05-24 09:51 | Report Abuse

Buy hold and collect dividend. That’s the plan. 4sen a quarter for a year busuk also got 16% yield

Stock

2022-05-21 15:42 | Report Abuse

Then it’s obvious Diamond is baselining based on all small to mid cap plantation without knowing bplant very well…

Stock

2022-05-20 09:00 | Report Abuse

A lot got spare money to go glove and tech 2 years

Stock

2022-05-19 15:20 | Report Abuse

u wait people from tech and gloves cut their losses. They will come over here.

Stock

2022-05-19 10:01 | Report Abuse

It's difficult to make earning estimate based on Q4,21 CPO price. It was RM3000-4000 range.
For Q1,22, it was between 6000-7000. Now, we can see how great the earnings.

Stock

2022-05-16 22:08 | Report Abuse

ular finally tertawan. No more money to renew FD.

Stock

2022-05-16 15:13 | Report Abuse

Next QR will be the full representation of RM6000 per tonne profit. I wonder how’s it going to look like.

300M? 400M or 500M profit?

Stock

2022-05-14 15:33 | Report Abuse

If bplant rm3 I agree also.

If strong buy call doesn’t move price up, u guys sell lan ar? Wait price up first only make sell call can?
————————————-
onlyinvestment
Agree plantationgameover comment. If some people strong buy call we sell, at the same time some people strong sell call we buy, so now we buy or sell????? Hahahaha

Stock

2022-05-14 01:46 | Report Abuse

No worries…they all end the same…

Fintec also a year ago did plenty of funny funny exercise. Alot of people argue with me its not the same. How money is raised to invest to make more money.

It changes nothing as it all did end up a scam. When u have no idea where the hell the raised money go, time to turn around and walk.

You dont see your brain doesnt mean you dont have one. Let me do you better.
Just because im here doesnt mean i wont run away with your money. Lai, bank in money to my account.

Stock

2022-05-14 01:36 | Report Abuse

If funny to still see comment here.

Stock

2022-05-14 01:31 | Report Abuse

U scroll back my last years debate. If u can find them, u shall find my arguments there.
The clowns that disagreed suffered 80-90% by now.

Its at the scam final leg my friend.

Stock

2022-05-13 10:17 | Report Abuse

Dunno if bplant will make early dividend announcement due to good quarter. Once out u tak sempat chase. Will gap up 10-12sen.

Stock

2022-05-13 02:21 | Report Abuse

This is the problem with market.

People run they cut loss. People chase they buy high. Without realizing, the strategy has become buy high sell low.

Stock

2022-05-12 21:22 | Report Abuse

Keluar ke sana sini...pijak ke sana ke mari....
Tunggula ko pijak tahik Karim.
-----------------------------------------------------------------
Ang Kb

Jika takut pijak ini pijak itu, duduk kat rumah, jgn keluar, lebih selamat tapi tiada berjaya..orang yg berani ambil risiko saja ada rezeki, tunggu durian jatuh tu biasa miskin seumur hidup :D

3 hours ago

Stock

2022-05-12 20:10 | Report Abuse

it's better u pray indonesia to completely ban export than to pray game over. At the mean time, just remember to buy more to collect dividend.

--------------------------------------------
brianklc

Almighty gameover, I pray u…

1 hour ago

Stock

2022-05-12 17:41 | Report Abuse

According donkey logic, he would hv sold at RM4.5 and missed RM9.
if he say sell at RM9, then why ask ppl sell at RM4.5. It’s not even 50% yet for bplant. What’s more 300% like Topglove.
——————————————————-

ImLearningFromSifu
Rj… u ask like that… ppl sure paiseh want to answer u ma… hehehe

Stock

2022-05-12 17:35 | Report Abuse

Trading scam counter, it’s not about what makes sense.
It’s about what makes sense to the pocket of those in power.

Don’t tell me you are willing to risk 10-20m just to make 1-2m more and not just make 5-10m by risking nothing.

Stock

2022-05-12 17:27 | Report Abuse

you may argue it makes more sense to push up to scam more.

Let me offer you another point of view. Push up is not FOC. And no guarantee any extra return from capital risked. Safer thing to do is just consolidate and let it slide while selling whatever ICPS, WA and etc etc that they got for free.

I won’t say it’s impossible. But certainly a far fetched dream.

Stock

2022-05-12 16:49 | Report Abuse

u so panlai. Then share share with us what time u sell if u enter topglove at RM3 in 2019?
Come share share abit.

I guarantee whatever panlai answer u give is gonna be stupeeedddd.
———————————————————————
plantationgameover
so what all your so called super analysis and company record profits if you don't even know when to sell and take profit, in the end you will still vomit back everything you earn and left with nothing. already happen once in 2020, still dont learn your lesson kikiki. last chance to run, you dont get out now you later cry till niama cannot recognize also useless

Stock

2022-05-12 16:39 | Report Abuse

u wait kak z say confirm reduce export tax. It will bounce up again.

Stock

2022-05-12 16:37 | Report Abuse

not everyone here steady one.

Dunno which fella scold me sinkalan last time. phobia dy.

Stock

2022-05-12 16:31 | Report Abuse

Consolidation is not completely useless. It can help to lose another 90% value.
Only mad people still invested in a scam company like fintec.

P.S. The fellas that argued with me last year when fintec was trading at 10sen. i wonder where are they now.

Stock

2022-05-12 16:23 | Report Abuse

dont scold me if lose money ya.

——————————————————-

ImLearningFromSifu
Rj… hahahaa last round u win… this round i try to follow ur back only. Hehehe
11 minutes ago

Stock

2022-05-12 15:56 | Report Abuse

I also makan some.

---------------------------------------
ImLearningFromSifu

Lol… i makan sikit sikit at 1.01..
Jangan 80 sen lo … hahaha

Stock

2022-05-12 11:09 | Report Abuse

Let see if this work...

CPO price selldown!!!! Listen to plantationgameover take your profit!!!

#trytocollectcheap #tryingtobuy1.01andsell1.08

Stock

2022-05-11 15:20 | Report Abuse

Thank you buyers at RM1.08. Lock in 6% return on yesterday's 1.01 entry.

Slow slow collect 5-6% on weekly basis also good.

Stock

2022-05-11 00:33 | Report Abuse

Take serba for example, even the numbers are "good" on paper. Something really smell rat is when everytime serba want to pay dividend, they will surely do RI/PP one.

Makes hundreds of millions, but NEVER have the money to pay investors from cash from operation. No one seems to know where the money goes one. Now KPMG exposed liao. We all know there were no money coming in at all. When u see counter like this, don't touch. Especially when you don't know where the money is coming from or going.

Another counter worth KIV is MFCB. Another odd counter. Business seems to be very good. Alot of cash. Alot of cash generate from operation. Paring down debts very fast also. But the price, die die don't want go up. I also wait until neck long liao. Don't follow me wait. I wait 3 years dy. No dividend.

Better wait here. At least, next 4 quarters also got dividend.

Stock

2022-05-11 00:25 | Report Abuse

If there is sifu u want follow, u follow sifu coldeye fong siling.

Once upon a time, he holds 20mil Armada before 2018-2019. After Mac,20, his holding increase from 20mil to 30m - 40m shares at 12-15sen. By 2021, he sold everything bagging dunno how many millions.

His callsign fits his investing principles perfectly. Good numbers are good numbers. Bad sentiment with better price, BUY MORE. Sentiments will never change his investing decision. Damm cold.

Problem with other people. Numbers are good. But everyone say bo ciao si arrrrr. U also dumb dumb sell.
Numbers are bad, but people say tmr limit up. U also dumb dumb buy/hold.

----------------------------------
ImLearningFromSifu

Walao… RJ… now u are my sifu liao … hahaha

1 hour ago

Stock

2022-05-10 22:49 | Report Abuse

Next time it hit above RM1.15, remember to take profit.
In bursaDeCasino, there is ALWAYS chance to buy again. As long as you cash in hand.

If you buy Serba, then you are in 6ft under liao.
-----------------------------------------
ImLearningFromSifu

Now pray pray tomorrow open eyes…. Palm oil price rise again… LOL… nite nite to all… :)

Stock

2022-05-10 19:12 | Report Abuse

I also collect 1.06.

I think banks rerated bplant collateral value. Suddenly let me margin another 100k. I think we are in for a ride when market realize they can margin moreeee.
————————————-
brianklc
Lurker, u load more at 106 thn
8 hours ago

Stock

2022-05-10 19:12 | Report Abuse


RJ87
Manage to collect 1.01. Thank u whoever that sell low.

Later have to thank whoever that buy high.

Stock

2022-05-10 10:32 | Report Abuse

I agree that this applies to ordinary counter. E.g. 30sen counter drop to 10sen with NTA 25sen. Yes, rebound 20sen is very possible.

For scam counter facing multiple liquidation petition from multiple bogus asset/collateral?
difficult.
--------------------------------------------
rr88

0.095 sell order withdrawn. Today is a u turn 0.09/0.10 to 0.065 uturn to 0.085/0.095 by closing.

Tomolo will be initial up. The next day 0.12 to 0.15 again. Buy now you will make 70 - 100% profit.

Now technically oversold.

9 minutes ago

Stock

2022-05-09 12:42 | Report Abuse

Short selling continue tomorrow.
Dont exit by 4.30pm today, stuck forever tomorrow.

Stock

2022-04-28 09:57 | Report Abuse

Today and tomorrow no show la. Everyone go rats. See 2 weeks later.

Stock

2022-04-28 09:46 | Report Abuse

Those that buy that morning lose money.

Those that sell and buy back that morning makes money.

It’s always a dilemma. Later sell already can’t buy back if it continues to go up.

Dumb dumb hold the best. No need headache.
_______________
brianklc
RJ, some that play contra lost lots of money on Monday. If u observe a few plantation counters, especially THPlant, suddenly got lots of haters within Monday itself. For me, well, 1st part of Monday is very nice, but for some, 2nd part of Monday is damn brutal.

Stock

2022-04-28 02:41 | Report Abuse


Wrong question. If Monday happens u going to sell or miss the opportunity to sell the last time.

For me, money is hand is better than money on paper. You can always buy back.
————————————
brianklc
Pls stay calm, don’t let Monday repeat itself….
3 hours ago

Stock

2022-04-26 19:49 | Report Abuse

when it’s materializes, it gonna be RM2 already.

Stock

2022-04-26 15:03 | Report Abuse



For real, Rm 2.2 to Rm2.5.
______________________
dragon328

https://klse.i3investor.com/web/blog/detail/dragon328/2022-04-26-story...
3 hours ago

Stock

2022-04-25 17:11 | Report Abuse

You might as well predict sun rise from the east and sets at the west tomorrow...

Kakakkkakakakakakaka
-------------------------------------
plantationgameover

?? clearly haters only choose to read the part they want to see. i mentioned after gap up will have sell down, now it happen exactly as i predicted kikiki. but dumb holders will not sell even if they have chance, because they prefer to cut loss later hehehe

1 hour ago

Stock

2022-04-25 14:12 | Report Abuse

Those folk sold 1.24 this morning and buy back 1.20 already sit on 3% return.

To say don't sell is incorrect. To say sell also incorrect. Although I'm mostly bullish on plantation. I do take profit and buy back time to time. 20-30K shares each time while the rest sit there wait until FY23.

Look through the whole market, nothing offer good risk to reward ratio if compared to plantation.

Stock

2022-04-25 13:37 | Report Abuse

U r like football commentator. Must be living a good life there.
________________________
brianklc
Profit taking ended at noon, buying interest will commence in the afternoon…
21 minutes ago