Inb4, yes. Penangite are most kiasi kiasu one. I standby my statement.

Anyway, it’s good for the economy.

This is how this business works.

Client1: Eh Vitrox, lu eh build this machine or not? Try build 5 first.

Vitrox: ok. *vitrox tried and deployed

Client1: Machine good. I want 100 of them in my line.

Client 2 : why client1 production increase and lead time reduce ar? Oh Vitrox! I want them too.

Then, Vitrox trades at PE 40. Retailers miss the boat liao.

Haiz, too bad this company is based in Melaka. If it’s based in Penang, should trade at higher PE liao. This company not kiasi kiasu enough. Every Q4 can go holiday one.

IDSS is tougher...that’s why I think the real gain from IDSS is apparent gain to syiok sendiri....but it’s up to him la...

statistically, 9/10 are liars in real world, and probably 10/10 online. Here, u wanna say u are better than George Soros or President of US also can.

Anyway, the reason is with IDSS, u only hv a day to be right. TP, u can take however long u like. I would say his TP 40sen or my TP 1.00 are both right. Except, I’m likely to be right as it’s back by earnings and prospect growth.

Now VIS has about 30mil retained earnings. That’s a 1/3 of market cap. The YoY growth is about 10-15%. Regardless of whatever sentiment climate, VIS cash equivalent would doubled by 5-6 years.

So, if I double my investment in 5 years time acceptable for me.

So far, haven’t found anyone has deep insight to share about it.

Learn TP left and right...and lie about ur gain/loss. No need la...Itu teknik menipu diri.

The primary cause of downfall. Deceitful, Arrogance and Resentment.

Best way forward in life is be brutally honest to not to me or anybody else. But to yourself. Having that said, I will admit I’m not entirely honest about my post here in i3.

But vis has been truthful. Bcos I’m really interested in this counter if it can be penta, elsoft or Vitrox and what separates them.

To make money off armada...really need tan gu gu...

Are GKent, MYeG, Dsonic over react too?

This pang ar...when price down he say he either ciaoz already or didn’t buy.

When price up, he says he buy at 50 sen...

Really wonder he learn this skill from which bomoh. Jealous betul.=D

Then better buy armada at its low. No?

Here little script that I wrote to extract and analyze financial statement.

https://drive.google.com/open?id=1Z1VRFpybftUVacobLUD8SlYCEhzCU5UYFEVS667xr84

Feel free to comment.

And then, what are the metrics you impose on each counter or sector?

Let's start a healthy discussion here instead of TP left and TP right.

Yes! Technology is the future is just the same as domestic consumer goods is the future. Yes, it's technology will be part and parcel of our life just like the growing numbers of mouth to feed. Does it mean Hup Seng (selling cream crackers) will be a multi-bagger in near future?

What do you think is risk of technology sector? Why do they trade relatively higher sector PE and at the same time they can become nothing overnight?

What determines the variance in PE between counters in the same sector?

85 sen high, 80 sen not high le...sad sad...

Sad...tot can go higher mar.

Eh, I buy pres at 80 sen difference from u ar superbull?

walao ye...Ini macam hari hari naik, bila mau jd TP40sen. aduuhhhh...

those who bought at last selldown congrats. Wanna take profit then take.
those who sign up for TP40 party will hv to be patient. I'm sure that day will come one day.

When I sell? as long as working capital brings in more revenue. KEEP. Who knows Penta or Vitrox in the making. When it's not, I will let u guys know. I'm not a bad person.

U see, u see. U see. If mikekim takes his 3.5 million shares and put in presbhd, he makes about 2-3 mil by now. And increase his holding in armada to 7mil shares.

Parrot hindsight is easy. But I wouldn’tshorr change his foresight ability. He did say Presbhd will rocket before it rocketed.

I hope that he makes a lot of money. But there is no need to rub it in onto those who doesn’t.

What contract u talking about Luke?

Congrats Superbull11, so...when to take profit?

10 years in intel. Ur turn to go to the states yet?

What’s ur background? When was this? As far as I know, during their expansion phase; they don’t hv time for newbie. They were looking for expert in vision n X-ray. Anyway, u passed the Technical interview. Too bad the budget didn’t match ur demand. Unlucky.

They hv pretty interesting Friday policy...and my friend quit partially Bcos of that.

Can u imagine if u join Vitrox around 2012, as the pioneers developing their machine. And you invest 30k in buying their ESOS every year for 6 years. Do u know how much it’s worth now?

This is the concept young people don’t understand. I doubt most adult do either. The problem and opportunity of the society is how ignorant people can be. Everyone one quick money and don’t do the work. That’s only happens with luck!

Hopefully price recovers in 3 quarters time. That will be next year Aug. Now, i'm very excited to see Q3 QR. wanna figure out the barrels, the operating income/operating interest ratio. As long the growth of income is better than growth of interest expense. Armada should be OK and set sail north.

In between, looks like alot of punters/traders is gonna make fun of investors. =D

Investors buys in when there is blood on the street while traders are making fun of investors because stupid to buy. What traders forgot whose blood on the streets.

Wah, total how many million shares you hold here? I add everything up, close to 4-5 million shares by now. Yep, need about 6 quarters. Optimistically, next 2 quarters will do. By that time, core operating profit and revenue will be visible. It's just a matter of time if the market will realized it's future value trading at Forward PE.

Dunno how many hv watch this video...
https://www.youtube.com/watch?v=PHe0bXAIuk0

Hahahaha....I see where is this going mikekim...

You continue from here. Hahahhaha....

Better time to come onboard is when KLSE index drop to 900 pts. U want what price also got.

I think RJ that time in ICU already. Won't live to talk cock sing song here anymore. And Pang will miss him. =D

I agree with any price below 70 sen...Big upside...why not? That's like me sapuing DUFU all the way down to 95sen. That time really bo lat liao. Well, it's worth the wait. For VIS, I will stay neutral above 70sen.

I'm just asking why not 30sen? Terus sailang at 30 la. so alang2. 10 sen more profit boh. U don't want mer? =D

https://www.theedgesingapore.com/us-china-trade-war-winner-emerge-early-2020-negative-effects-dominate-now-eiu

read this article. I do believe few tech manufacturers are benefiting. If you can't trade directly with one another. You have to find someone to be middle man. Happy hunting! *Hint: Pang has mentioned all of them before and claim they apparently lao sai la. Also dunno base on what.

I based my claim they probably do well because they strategically positioned themselves as middle man. Pang based his comment on what I dunno. Historically price has little to do with future earnings.

That's why I say punting TP left and right is only worth to be made fun of. But Pang got pissed off when being made fun of. How cute.

When u gonna take profit in Presbhd? 65sen? Or 90sen?

Inb4, pang will say he so cun nvr buy at 40sen too. Leaving Dan alone at the party with no people.

when it drops to 40c , u might warna join the 30sen parti.

40sen not as attractive as 30sen. =D

Geary, penta really in unchartered water. The boss fat mouth go say everything OK can settle. Now engineer pengsan chasing deliverables. U look at revenue growth, crazy QoQ growth.

Bubbles is when the price grow faster than revenue. This penta revenue grow like this, price might not able to catch up.

Alangkah baiknya, VIS ada separuh pencapaian Penta. Kita semua yg BELI dan percaya huat sama2. Takpe2 kita tunggu Pang join pada 40sen dan gerak sekali. Untung, untung lah sama2. Klu short term rugi, jgn lah kaw beh kaw bu. Sabar ckit.

TP TP with no basis. That’s just a bunch of noise. Pok pek pok pek only. What’s useful?

RJ sebenarnya sudah mau terkencing dlm seluar. Tp, setiap tengok balik kajian , ada rasa lega ckit.

That’s pretty likely SCK82, retained earnings at this point stands 1/3 from its total market cap. Alangkah baiknya kalau ada 1sen dividend.

Die horrible death...but if they short since 1.3. They are still profitable...

What’s with the rebound...the right time should be after 2nd Nov or 6 Nov.

Historically has PROVEN that you will lose more than gain if you try to time the market. My point is dont time the market price. This correction is unfounded. Purely sentiment from DJIA volatility over Q3 earnings. Now, it's kinda settle abit as U.S statistics publised Q3 GDP maintains and unemployment is lower than forecasted.

Ur TP TP TP both up or down is pretty useless. 40 sen won't get trap mer? and probably cutloss 35 sen. At each level or different counter, u lose 5 sen. Like today's rebound, u lost opportunity to recover. If it happens to you 75 times out of 100 times. You pretty much pokai. Reduced both fund and shares. Which part of that you can't understand? If it goes up, and sell at 65 sen. When it reaches RM1; you cut win. Ofcos you won't admit bcos it's blardy painful to do so. My point is to study the financial statement and do your research well. Stick to it. Stop looking that the candlestick or some monkey shoulder.

I personally don't know what's a good time to sell penta or vitrox. i don't think it's a good time to buy either. That's why I'm here la. Bonggok. It's PE 10 instead of PE40. The other two business are in uncharted water with new customers and products. For me, when their asset and working capital does not generate more revenue; it's a good time to reduce position. It's not happening yet.

My assessment on VIS is about the same as Penta in their growth period. For monkey's like you, you probably talk the same 3 & 4 on Penta that time la. When Penta reaches RM 5. You hv no face to go back to eat back ur 3 & 4 on Penta. I may have to wait 3-5 years to find out if VIS can do the same. I really don't plan to hv this stupid conversation everytime it's 5 sen up or 10 sen down. There is nothing meaningful here. But what I will do is ask...eh pang, 24 out, you got buy or not. Didn't buy again ar? Aiyaaaa... Want to congratulate also cannot. hahhaha

What VIS shown is Excellent QoQ performance and YoY performance with different economic and political climate if compared to Penta. Penta is more lucky than Vis. But that doesn't mean VIS is a bad counter.

I'm gonna write an inb4, before you make fun of me on VIS Q4,18 performance. Q4 every year. VIS takes holiday. But I don't think you will remember a blardy thing as you never put effort in anything or stay long enough to learn anything. I doubt you remember your father's name.

Anyway, if it can drop back to 40sen. It's a better bargain. I hope you do buy that time and keep. Or else, i wouldn't be able to congratulate you when it reaches RM1. That will be like genting apek that scream, 24 24 24 and when 24 really comes out! aiya, didn't buy again. Then, I really can't find ONE blardy point you are trying to make here.

Easiest way is wait for Woodside Settlement. There are few hundred million there. Retrofitting Armada Claire doesn't cost alot. *Please google what's retrofit in case you don't know.

Another problem is Armada has a fully financed asset there not generating revenue. If there is someone needing FPSO right away, u know who is the most suitable candidate. You think alot people keep FPSO in their backyard is it? That's on top of alot more OSV sitting in Armada's backyard doing nothing. Hopefully if upstream starts exploration activities, OSV utilization will also increase. Read their report on that also tulan ar. Damm, song. Most osv operator honey moon and take gaji buta.

If Armada can survive bad weather, then i'm more confident than those nvr been through any tough patches.

Anyway, I don't hold very big position here. Hopeful, but reserved.

Like u said, it's not announced yet. But the moment they do, you know what to do la.
Anyway, it's Nov. We will find out soon enough with next QR. No need argue.

60 sen momentarily, MAYBE. But that counter I will stay away like I stay away from MYEG, DSONIC and GKENT. Got balls needed to buy them. Not brain. Pray for what? Zahid didn't get money from them? Why do u think Pres price plunged? Just waiting for MACC to drag somebody into court. That company generates revenue not by merit but crony. Well, not much can be said about punters trading that counter.

Damm...talking to a parrot make me look stupid. not gonna do that anymore.

Huatexpert,Yeah lo. Havent annouce mar. Announce liao gonna stay 40sen mer? Market is like Huatexpert. Behind the curve. Wait announcement only buy ar? Investors will look beyond the curve. I don't think I mind risking 25% here if compared to 50% gain after annoucement. Restructuring the debts is Armada is the number one priority. They will keep banging it until they make it. And that's the CFO for.

Woi! Cukup! Jgn naik lg.

Don't attract anymore stupid punters that creates selldown in slightest correction.
We need investors. Not monkeys. Buy liao don't look until 2021.

Just like how some people buy Penta in 2016 and dont look until 2018. *hint see the retained earnings. From zero retained earnings in 2016 to RM 100mil last quarters. It's alot of work and patience to make good pick.

Use ur brain if u have any and Come back with points.

Being a parrot repeating gibberish garbage only prove u r not only a parrot but a stupid one.

Which part of superbull statement shows that there is anything smart?

I can agree on Panda is pretty good...

I can agree on current situation can’t finance new project GIVEN they fail to convert Kraken STD to LTD.

I don’t think Superbull11 has any grey matter in between his eyes to differentiate RI to plug finance cost and RI to secure new project. One is bottomless pit and the other is investing in opportunity. Not all RI are bad.

Pang72, U got anything to say when RJ hold from 35 sent to 76sen? Ini ke-banggangan suatu spesis manusia. =D

Try scroll all the way back to Jan 2017, see how many rounds RJ make money. Ofcos, it's gonna be difficult for pang to swallow that. in fact, i shared few sheet of my fundamental study on VIS in google drive. It's still there. *shakehead.

Let's agree to disagree. I agree that I don't know when it will get to RM1. But if it's possible for VIS to get to RM 1? Totally agree. It's trading at PE10 now. If it trades at PE20, it's RM1. Mind u, all it's peers are trading above PE20.

what I disagree is punting TP65 all the way down to TP40. What's the blardy point if you TP left and right but you are not buying? Ini suatu ke-banggangan suatu spesis manusia lagi.

So Pang, u r very unique spesis. You possess both type of ke-banggangan. =D

P.S. Guys, please laugh quietly. Else, he will literally stalk all the comment in I3 and piss there. Lol.

The price won't drastically move until Q2,19. Because VIS Q1 don't do business one. Weird company. I guess the sales team hit sales target and don't want take anymore order between Nov-Jan. Every year the same period, inventory conversion is near zero. If u know how to count, u know i'm right. Now, YoY sales growth 25%-50% I wonder how much money the sales team get as bonus since ESOS so little.

In between, there will be up down side ways.

Edited: I had to correct some figure. I compared sales growth from 2018 with 2016 instead of 2017. My bad.

maintain TP40 got lan chiat use mer? Not that u gonna put ur chip in also.

U know in genting, the most tulan people are those standing beside screaming. 24 24 24...Yay! 24! When people ask. nei yeng gei duo? Nguo mou mai boh...those on the table goes...Chiuuuuuuuu!!! Hui sei la nei!!!

I wanna congratulate him also cannot. What to do?

I one year buy or sell 4 times. When prospect drastically change from my study on QR. If it fell below what I project it should be, I will average down. After all, this game is about predicting the companies prospect. And it's prospect will not change because of price movement or punting. Why would I be angry at anyone le? Like I said, I need punters to help me get the price I want. U see, pang puns 40 sen is good for me. Else, how do I get that price le? If indeed I overlooked something and my analysis is wrong, who else do I hv to blame but myself?

bro, month end is today u know? I think u meant end of Nov. I think it's will go above 50c by mid Nov anticipating "good" QR. A good question to ask if there is another impairment inbound and if STD has converted to LTD. If it does, it should back to 75sen level. If it doesn't, good opportunity to collect. Risk is alot lower if compared to now.

To address investorking question. It has to do with Annualised revenue/Annualised barrel transported. Now, Kraken has received it's final acceptance with full charter rate. Then u can estimate forward revenue income with factoring in barrels from Kraken. Next good points are operating income/operating interest expense and working capital. Especially working capital, it's abit tight now. If u are hardworking, please go back count how many barrel do Armada's 6 FPSO transported 2017 and add how much more from Kraken going to contribute.

Then extrapolate the Armada's 2019 Annualised revenue from projected annualised barrel transported. Then, check QoQ EBIT and Retained Earning if it's growing. Don't expect me to share the numbers. I don't do that for free. What's free is IF Annualised EPS grows to 6-8sen per share, FPE 13 gives 78 sen RM1.05. That's how research institution share the free review. The details, they keep it too themselves. How long to materialise this 6-8sen annualised earning is a good question. Now, I use annualised. Meaning KIV for at least a year or more. Next 2 QR Annouce eps 3, then i'm confident it goes above RM1.

The charter rate is FIXED regardless of crude price. But, the receivables conversion does depends on crude price. Client no profitable when oil price drop, how to pay armada for his service? Well, that's upto Armada to write off bad debts or blardy sue the client. I prefer the latter, that's the RIGHT THING TO DO. Else, u encourage ur other client to NOT PAY. But, some idiot use that to slander Armada saying not having good relation. Don't take jobs from stupid 3rd world country. People don't use Nigerian Scam just because they are racist.

In this business, taking job from First world country risk facing impairment. Taking job from 3rd world broke ass african country risk write off. So, Armada will have to swim in the middle.

Although I disagree, but using Superbulls11 logic, Superbulls11 abang must be a bodoh. That's why superbull11 is....(fill in the blank)....

I can explain how Armada is gonna make it's money and it's profitable

have u actually looked into Presbhd QR or financial statement. It is empty shell.

Their revenue depends on the "crony" from previous gov. So, presbhd plunge is parallel with Dsonic, Myeg and Gkent. The cronies are out of office.

Please do enlighten how presbhd gonna generate it's revenue?

Retrofitting armada claire doesn’t require much capex. Don’t u rmb anything?

Now, claim compensation from Woodside and convert STD to LTD. and armada should look pretty.

i hope superbull take his profit and laugh to bank...That company really hanky panky to make gov money. Not exactly a legit business.

Market sentiment affects the price. But not the business. What makes you think just bcos Pang come talk cock sing song, Vis is gonna lost RM1 for its revenue? But if Pang has contact to Vis clients or direct competitor to Vis. Then, he could be a threat. Unlikely, but give him benefit of doubt. And so, I'm declaring my stand on punt is pretty much useless and stupid, so, it won't be just Pang that I will call monkey and treat them as such. I will do that to anyone else.

I'm here to see if the company have the fundamental to grow the company. If you guys are here for punting, better take a break. The sentiment is bad. Pun any counter also die one Go holiday. Go holiday.

Else, join me talk cock sing song making fun of people.

Inb4, I think Pang is gonna say he knows President Xi and he is gonna tell China to stop buying from VIS because he is angry at RJ. *wink.

P.S. Please laugh quietly. Else, Pang will be piss off at you too and start pour shit on ur counter.

I wonder what's ur objective of writing here, Pang? My objective of making u an example is to encourage people to NOT TIME the market as statistically proven to be not very profitable or most cases gambling. If u gamble, you are very likely to lose. If u understand gambling well, you know the difference between the house and the player. The house has the cash to outlast the player. All the time.

What u do here is more like standing by the roulette table guess what's the next number without the chip on the bet. And screams 36, 24, 36 5 17 21. Jumps around like monkey if you are right without gaining anything. Can someone tells me what exactly is the point is monkey doing ar? =D

pang72 Don't know le
Recently very cun...70cents no buy...
65,cents no buy
60cent no buy
Now 50cents..No buy..
27/10/2018 12:36

Buy also never admit la. If got evident that you do, wouldn't that make u world class BODOH?
Factually, you are stupid. And yet you have proven yourself one.

pang72 Today break 40centd...Hit my TP...
29/10/2018 14:38

I dunno what kinda stupid is this. I guess people can read it themselves.

Market correction come talk cock sing song. Market bullish tat time nvr come say RJ very good. This is a typical monkey behaviour. No need further elaboration on that? Jokes!

Any news during this period is bad new.

Guys, go take holiday or smtg and come back Q2 next year. Checking in here everything 30 mins won't do you any good.