@OTB, that's what you say. And might not be what you DO!
Since ur saliva is so expensive and needs to subscription for it; why spilling here for free?

Recommends, uptrending stock eh? 70 sen, no sound. 80 sen, no sound. 90 sen, no sound. 1.00 no sound. 1.10 no sound. Suddenly, 1.20 onwards only become up trending stocks apparently. Is my skepticism towards you unfair?

Your presence carries a very strong ulterior motive. Anyway, I will leave my opinion to myself now onward and focus this thread on lionind instead of you, and making you more popular. "You cannot understand my strategy because you are not my subscriber. " Is a cheap marketing strategy that literally cost nothing, but it works to certain degree depending on audience cognitive ability.

paktua73 sing song talk cock. These are the type of character I love to be around.

6 months ago, I was swimming about 6 digits in the red. How I wish paktua73 come sing "paktua73, swimming in the red, wu wu wa wa" together with me. Another reason why genuinely humorous people are attractive. It's because their ability to find joy in most adverse situation. Getting depressed over it won't help.=D

@probability, Indeed no fact. I'm here to read all facts presented by both side and digest them. I don't know how much does a fresh electrode cost. And if the plant needs to even buy them. They could already hv few spares laying around. Maybe they didn't even hv them shutdown at all. Who knows? As for S.Panda's question. I don't know how long does it take for those clown to install them or start operating them. I don't even know if Lionind has already acquired them.

I think more valuable question to ask is how much of megasteel and lionind WC owns. And then, how does WC acquiring megasteel for RM640mil is beneficial. Lionind bought it for 640mil with 540 mil for the asset and 100 mil for debts settlement. Part of the 100 mil includes 35mil debt with TNB. So, TNB will start supplying electricity. WC can't start megasteel plant without settling debts with TNB hence, sale of megasteel asset. What I don't understand why is it at a discount if it's a discount. Now, the question is how much profits can this asset generates.

I think WC believes that further improve in revenue from megasteel asset has better run for his money in Lionind than Megasteel. That's simple logic. Even if megasteel asset makes EPS 40, no one will give a damm given it's huge debt. But not the same can be said with Lionind.

Alright, I read everything since I last posted. And my conclusion is...

CalvinTan, suffers severe confirmation bias. Poor time period analysis. Can be proven with the chart he shares. Only focus on WC buy lower and sells higher. But totally ignored WC sold wayyyy lower and bought wayyyyyyyyy higher more. Not a word about it. Can go die liao ppl like this.

probability & Panda are most neutral and fair. One is more optimistic than the other. But nonetheless, I appreciate their insight. Thank you.

OTB, I'm very skeptical about you TBH. You only appear at certain time and I wonder. For a valuable company with good prospect to drop it's market price by 30%; what happens is the counter just got more attractive and should issue BUY call. And for counter that rose 100% from it's low; it should have changed to NEUTRAL. with comments on what to expect from next QR. If EPS 9, what likely to happen. If EPS 5, what will happen. And if it's EPS 10 and above; what contributes to it's revenue; is it the new plant?; is it Megasteel? and come up with a re-rated recommendation.

You are not doing that. Perhaps, for good reason that your are not doing that for free here. But, for some weird reason; info like 3 mil shares and another 1.5 mil share from KYY is FREE. Why?

My take is, 5 mil share at RM1.25 is chicken feed to help create panic buy momentum to off load 50mil share acquired from it's 63 sen low. That's just...*you complete the sentence. Can you imagine how it feels if a more superior operators pull this shit on you? I know that this is the game. But, I'm hoping you can rise above such tactics. Anyway, I don't see how this could work effectively with a PE5 counter at the moment..

If I were you, I will pull this move at PE8 with EPS 3sen. And I can claim that I'm a super investor for making 400% return from lionind even if I buy another 1 million share at RM2.5. just saying. Maybe you guys are getting less greedy these days. I don't know. =D

Cartoon1234, to buy or to sell is your decision. If you don't start to take personal accountability; you will constantly blame people for anything bad that happened to you. And you will never learn from each of your every mistake. If you man up, I'm sure your wife will stand by you and start over. After all, woman look for a man. And you just have to be a man and you can be happy again.

I know vitrox and MI have strong backing.

Unless vis buys from vitrox to sell to chinese. But, that would piss "somebody" off.
Unlikely vitrox will do that. But the thing is, there is MI. Maybe vitrox has already pissed off somebody.

But again, Vitrox is worth RM3.5billion, and visdynamics is hardly RM100mil.

Mr. Koon, I do read your blog and most of your article. I generally agrees with your Golden Rule.
However, that serves as a pretty vague general guideline. It's near impossible to find a profitable tech counter with PE < 15. E.g. Penta, Vitrox or MI, but they do have very clear revenue visibility hence, current price has priced in future earnings. Not much upside,

However, industries with PE < 10 comes with problem of uncertainty of it's performance.
It's a gamble between good and bad QR.

OTB and many outlined the opportunities that do not I disagree. I bought all the way down to 0.68 as I personally valued Lionind at RM1.00. However, what's lacking are the details on threat and weakness. I have been tracking Lionind for a while, in their balance sheet, historically, do hv missing monies that I can't understand nor explain. That to me is a threat.

My estimate for next quarter would be between 8-10eps, translation of PE 5 would be RM1.5-RM1.6 range. And if it falls short, it only means how poorly OTB and the gang did their research & understanding of the business including myself. Which I should take responsibility and pay for it. But to further compound the situation, OTB came to claim how wonderful is his past performance only shows his "analysis" is not meant for just "sharing". But to ...

Mr. Koon, 800% return ya!

But I exit before u do...I make less nvm, as long as I don’t lose...

@Tehka, NO...They don't have to disclose that to me as what they eat for lunch and breakfast DO NOT influence the price. Use bit common sense if you have any left.

But A FAIR person would disclose the reason he buys and he sells before he buys and sells. NOT AFTER.

Mr. Koon and Mr. Ooi loves to talk good about counters that AFTER they stake in. But they never share when they sell out. Perhaps, it's useful for them to share when and the reason they sell.

Else, it's not longer a sharing. It's more like manipulation.

I mean What’s ur comment on institutions pushing the price up?

What’s institutions role? And how to swim along with the sharks....my observation on KLSE, the price normally pushed and supported by institution...and once it’s passed to retailer, the whole thing crash gradually as if retailer has no capacity to support the price.

Dammmmmm! Wa pia...failed to top up...
Now no need c the queue liao lo...

I wonder what’s CYF’s comment on the homily chart...

i didn't buy ATTA...business okok la...

Can hv a look on Econpile...But hold long term la..

What's ur problem qqq3?

lai lai, Superpanda, please recommend me more counters to study...

Nothing attractive so far to replace that 3 and they are closing in their potential soon, need to start studying prepping for next year's portfolio

how about collected from both DUFU, Lionind and VIS...

U can search for my post in all these thread. I screen panda's recommendations....best one is ATTA, but it's revenue is very erratic. Not a multi-bagger potential counter

So, you throw civc 4 tires in DUFU? =D
Nvm nvm, u can get back from here.

Pang72, i tot your lionind has converted to Civic? Still hold u? Or you own you civic by holding lionind?

cartoon1234, after u sell, u say crash. Now u buy liao huh? why suddenly say RM1.50

Why speculate today up or tmr down le?

Better thing to do is if u hv gather bullet, project lionind’s earning and at period.

That depends of lionind revenue visibility.

If EPS 8-9sen....then that falls within FA expectation...probably cash out when TA will go hoo ha for a while...

But if it’s goes beyond expectation, especially on core operating profits; e.g maxed out production with good margin; e.g EPS 12sens with good revenue visibility for next 12 quarters; safely peg lionind at PE7-9 with EPS40sen...do the math yourself...

Now I have few data, I wanna project clarity of lionind’s revenue stream and stability.

I share wa Ada lui’s assessment...another 8 sen and lionind will be Trading at 1.6....anything more than that, hv to figure it out...

SuperPanda As for CYF, Feb18 bought price around 1.20 when it down to 94c last mth with 1m shares he should paper loss 26c @ 260k. I dont think he still hold 1m shares at that time.

I will call all bragger until you can prove it with print screen and share the imageshack link here.

Read up, read down, how is that not directed to CYF? Maybe it was me who did the bragging on CYF’s behalf. But, CYF is willing to prove he has the right to given Mr. Panda is man enough to Lose something la...

P.S : devils advocate.

Is he gonna share his other 100 stop loss?
The answer is...hell NO!

Dangggg, engineeringprofiy...Lembu punya susu, sapi dapat nama...

The philanthropist here is CYF la, unless u count punting as charity...zzz

Ur 300lots is 100shares or 1000 shares?

Eh...Mr. Panda, a man has accepted ur challenge, now be a real man by showIng what u actually hv to lose...

P.S. I’m not CYF just in case u guys are wondering.

Seems like so...constantly got news of fund collecting if armada drops below 0.72

I think it’s a blunder that u r not charging readers for such valuable insight.

What the f is that? QR come out negative, ur head and shoulder become shampoo and wash straight down the drain...lol...

PrimeImvestor, how do u get the number 3mil?

That was just a jab...I didn't expect that.

But if you are willing to start a knowledge sharing platform, I'm more than happy to participate. I'm willing to put in the work, just kinda headless at the moment. Some business, still don't know what to look for.

And panda, if you want people to stick their neck out; you gotta have something to lose first. Where's yours? There is no such thing as something for nothing.

If I put in that kinda work, even drop of 50% is just a better buy in opportunity. That's how I made more money with dufu. It only means it got more attractive.

For his calibre and depth of his analysis; I have no doubt.

Little to non here would go further than estimating the accurate PE for this counter. What's more about the PE/G.

I doubt panda know what does that even means. =D

I have to admit, I bring myself down to pretty low level to hv some fun.
CYF couldn't bothered to layan idiots like us...=D

I will go atas abit. By asking simple more complicated question.
How big is RM1mil to you Mr. Panda?

To some people, the one mil can only get him a damm car. Don't assume it's a big deal for everybody just because it is to you.

It is a big deal to me too. I was complaining to somebody that we need money to get rich. And how unfair it is. Then, to a person of his capacity, he said "I will loan you one mil, but in condition, you can only pick 1 counter. You keep the winning if you do. But, in event you fail, I will own you". That conversation was very meaningful to me. That was many years ago.

I tot u left Bcos this is stupid counter...
Suddenly, got something to sell...

Well, DUFU gave CYF a 1500sq ft condo by now.

I do agree it's not as attractive at this price now, but if there if there is clear visibility of revenue growth of 15% YOY, then, PE20 is not too impossible. That depends on your investment period preference. Some can wait very long. Some is impatient.

Anyway, gambling is always more exciting than investing.

I'm sure nobody is interested in how many honda civic that you have lost.

I load up on your lion king when it fell to 0.63, larger chunk at 0.68 and I'm still holding it.
I want to see the QR.

Anyway, enjoy your honda civic and try not to lose this one. *wink.

no need. Extrapolate from past. Buffet is still there. =P

No matter how much statistics that indicates how house always wins.
Yet, people still jump straight in.

This is human nature. Only a handful of people will appreciate what's CYF is doing. And to certain extend, some doesn't as it would reduces price volatility as they view it as "opportunity".

I'm sure everyone that goes up Genting has a method too. And he still believe that he does even before he jump off the building.

What CYF is doing is to educate people NOT TO BE like pang72. Punting left and right. And be investors that does his research. Identify growth or saturation. This is the only way to stomach price volatility.

The purpose of research is to identify revenue generation for 4-8-12 QR depends on the nature of the business and if current price is worth it's future earning. That's the real game you are playing.

The punting in between is more like trying to impress a disgruntled woman at her time of the month. Well, sometimes, it works; sometimes it doesn't.

The point is, do your research. If you don't believe; try date a woman in her 14th day of menstrual cycle. You have better chance of getting laid. DO YOUR RESEARCH. =D

Pity Pang72, if u hadn't leave DUFU, u would hv made few cent on top of burning few cent. =D

Thanks CYF,

PE 20-25, that puts DUFU same category of Penta's capital gain potential. Do u charge for writing such long report? or updates on changes of fundamental?

I make similar assessment with less resolution. Have a look on VIS trading at PE18.
R&D, increased inventories conversion. I'm anticipating good quarter report that will put VIS at pe 20 above. But ofcos, it's not exactly undervalue n margin of safety is bad now.

U should hv stay in Lionind....Go DUFU and burn few cent....

I wonder what world do u live in 1234?

same here...PE 12 for its revenue visibility....and more if it's growth is certain...

Let’s talk about exit price...how do u know if a counter is is Trading more than what’s its worth

CYF, how to you identify under value counter? I used KLSESCREENER with my selection criteria, and PE8-15 with high improvement of ROE over few quarters.

When force selling stops, it should continue to go up gua...

u late not late abit oh? I was punting since RM1 for one f*cking year.

Now u just discovered. But nvm, still got upside. Clear revenue visibility for next 5-8 quarters.

PE what....that let market decide...

Good...Good opportunity to load if price drop. Hold for at least 1 - 3 years.

Gonna be another great QR...

Dunno how good is this paymaster...
Good One means big increase in revenue,
Still 50-50 One means big increase in trade receivable...

Sigh. People don't believe in profit until it's materialized. And even if it materialized, few bad quarters can wipe all the profit away.