ValueInvestor888

ValueInvestor888 | Joined since 2021-03-01

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Stock

2022-06-08 16:03 | Report Abuse

petron more fun...i bottomed fish this morning at 6.90+now can take profit.
Henyuan like kena KYY curse...Perhaps uncle bought too much operators' shares, so have to wait for more "shaking" by operators.

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2022-06-08 11:13 | Report Abuse

again bottom fish at 6.10-6.13...

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2022-06-07 11:21 | Report Abuse

in about 3 months time, we will know who is right and who is wrong.

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2022-06-02 16:42 | Report Abuse

i am happy to buy below RM 6.20

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2022-06-02 16:37 | Report Abuse

Kyy effect, mother share dropping 18sen+now

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2022-06-01 18:37 | Report Abuse

when price up, this forum is peaceful. When down, this forum become fxxxxxxxxxxxx

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2022-05-31 11:23 | Report Abuse

grabbed some RM 6 at the opening... earning some peanuts now, let see can become gold latter

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2022-05-30 19:18 | Report Abuse

This is true. probably all losses already provided in Q1...kitchen sinking.
New hedging will be based on existing high crack spread even crack drop they will have gain on derivatives. As such Q2 will be explosive.
Nonetheless, this is pure rational speculation only. HY results are very difficult to predict since 2017...

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probability

when your margin expanded, new hedging will be done with expanded crack
their hedging contract size is always 25% of their qtrly revenue

1 hour ago

when your margin expanded, new hedging will be done with expanded crack
their hedging contract size is always 25% of their qtrly revenue

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2022-05-30 17:37 | Report Abuse

Lower profit qoq due to fair value loss on derivatives RM 432 million, inventories written down RM 131m.

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2022-05-30 15:26 | Report Abuse

Can google : Warren Buffett’s Worst Investments of All Time

A good lesson to learn.

Watchlist

2022-05-30 15:20 | Report Abuse

taking clue from Warren B who is betting big on O&G. He feels O&G bull will last longer due to under investment and various geographical issues...

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2022-05-30 15:15 | Report Abuse

Don't hantam people if a stock failed to perform...Even Warren Buffet is only 60%-70% right in his investment. He also made a lot of mistakes. If one can achieve 60% right in investment, he is doing well in investment.

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2022-05-30 15:07 | Report Abuse

https://finance.yahoo.com/news/buffett-betting-big-oil-gas-000000803.html

Buffett Is Betting Big On Oil And Gas Stocks

taking clue from Buffet which means he still believes oil and gas can run further...

Watchlist

2022-05-30 15:04 | Report Abuse

Buffett’s Energy Investments

Buffett has been doubling down on his energy investments while trimming his banking holdings despite oil and gas stocks being at multi-year high valuations.

To wit, the legendary investor has added new shares in red-hot E&P companies Occidental Petroleum Corp. (NYSE:OXY) and Chevron Inc. (NYSE:CVX) despite both currently trading at multi-year highs.

According to Berkshire’s latest 13F filing, the company bought 118.3M OXY shares in multiple transactions from March 12 to March 16, bringing its stake in OXY to 136.4M shares, or ~14.6% of its shares outstanding. Berkshire also owns OXY warrants granting the right to acquire some 83.9M additional common shares at about $59.62 each plus another 100,000 OXY preferred shares.

Earlier, Berkshire revealed that it purchased about 9.4 million shares of oil titan Chevron in the fourth quarter, boosting its stake to 38 million shares currently worth $6.2 billion.

OXY has more than doubled over the past 12 months, while CVX is up 50%, with both stocks trading near multi-year highs. But, obviously, Buffet thinks they still have plenty of upside judging by the huge positions opened by his investment conglomerate.

Buffett is hardly alone.

Related: How 3D Printers Could Transform The Energy Industry

OXY CEO Vicki Hollub has snapped up OXY shares in the open market, even as shares trade near three-year highs. According to an SEC filing, Hollub paid $798K on March 28 for 14,191 OXY shares at an average price of $56.24, raising her holdings to 467,282 shares and an additional 23,390 shares through a savings plan. Hollub last bought OXY shares on the open market nearly three years ago, when she paid $1.8M for 37,460 shares at an average $48.15/share on June 10, 2019.

Wall Street is enthralled by OXY, too.

Raymond James analyst John Freeman recently raised his OXY price target to $85 from $60, setting a new Wall Street high. That’s good for nearly 50% upside.

OXY has 9 Strong Buy ratings; 2 Buy, 13 Hold, 1 Sell and 1 String Sell ratings on Wall Street.

Watchlist

2022-05-30 14:53 | Report Abuse

Forgot to update timely. Below is my i3 thread in respective stock forum.

Add some HY during big selldown. Sold MSC... most commodities not so se xy except for O&G section still ok for short term bet. Take profit on Pmetal as well

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Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD

May 26, 2022 2:31 PM | Report Abuse

so good to chase low again today below RM 6.20


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Stock: [MSC]: MALAYSIA SMELTING CORP BHD

May 19, 2022 1:59 PM | Report Abuse

Good investor must know when to buy and when to take profit...

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2022-05-30 10:26 | Report Abuse

how can players beat banker?

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2022-05-30 10:26 | Report Abuse

cw is casino play... IB is banker, retail investors are players

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2022-05-30 10:23 | Report Abuse

today is last day for IB issuer of C22 to sell balance of their shares bought for hedging and end of manipulation, with result announcement likely today. The worst should be over for now...

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2022-05-30 10:10 | Report Abuse

congrate to those bottom fish last week...

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2022-05-27 09:56 | Report Abuse

Could be also due to overhang of HY shares due to at least 2 cws expire this month.

Big boys are resting waiting for c22 to expire as they let IB or licensed mkt maker to perform their show. IB when they issued cw they would need to hedge by buying millions of hy shares. Upon expiry or prior to expiry, they will sell those shares. This is short term overhang.

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2022-05-26 17:21 | Report Abuse

Petron quarterly profit up 76% qoq, EPS 39sen

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2022-05-26 14:31 | Report Abuse

so good to chase low again today below RM 6.20

News & Blogs

2022-05-25 15:51 | Report Abuse

both petron and hy are a buy at good bargain today.

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2022-05-25 10:05 | Report Abuse

bottom fish HY at 6.20-6.25. Thank you....

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2022-05-25 10:02 | Report Abuse

uncle from his latest article has changed tone and looked like he is buying HY and sell his plantation stocks... Today is a good price.

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2022-05-25 09:58 | Report Abuse

wow, IB is good lah. almost back to my purchase price about 1 month ago, all profits evaporate ...
Anyway, I am happy to add n buy low....

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2022-05-24 17:15 | Report Abuse

Crack spread for Q4 2021 is averaging USD10.85.
The average Brent crude oil price is = USD77.90.

Crack spread for Q1 2022 is averaging USD13.86.
The average Brent crude oil price is = USD100.68.

Simple math, this quarter result should be much better than last quarter EPS of around 59.93sen. Inventory gain should be able to offset loss in derivative hedge.

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2022-05-24 15:11 | Report Abuse

both HY and Petron are correlated. When one sentiment is bad, the other will the same.

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2022-05-24 14:13 | Report Abuse

petronm to report results today?
They reported their results on 24th last 2 quarters. Today is 24th...

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2022-05-24 13:06 | Report Abuse

could be due to T+3, expiring of c22 next few days where IB maybe shorting.
I has warned the expected volatility of Hy earlier. If it is not due to big drop in spread, then fundamental still intact
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Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD

May 13, 2022 3:46 PM | Report Abuse

This month has 2 cws expiry, otherwise hengyuan will fly much faster?
Contra players be careful of volatility...

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2022-05-23 11:34 | Report Abuse

no power despite all good news...

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2022-05-19 14:48 | Report Abuse

Marathon Petroleum Corp current PE is 5...
Hengyuan PE 5 = ?

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2022-05-19 13:59 | Report Abuse

Good investor must know when to buy and when to take profit...

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2022-05-19 13:52 | Report Abuse

Party over for plantation stocks?

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2022-05-18 18:00 | Report Abuse

Last time spread was around 15, price goreng to RM 15-19
This round spread is around 20-30+, price can shoot up to ???

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2022-05-17 18:28 | Report Abuse

start trending up, my short term bet on commodities namely MSC, Pmetal and Henguan made some good profit again....

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2022-05-17 14:05 | Report Abuse



Hopefully not big surprises in next few quarters....

However, we would like to highlight that refineries typically take on progressive hedging positions (forward sales) and due to the lack of access, we are unsure of the spot/hedge portion for both Hengyuan and Petron Malaysia,” it added.

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2022-05-13 15:46 | Report Abuse

This month has 2 cws expiry, otherwise hengyuan will fly much faster?
Contra players be careful of volatility...

Watchlist

2022-05-13 12:17 | Report Abuse

Time to put cash into good use after this selldown...Bought MSC and Pmetal at good megasale price

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2022-05-13 11:17 | Report Abuse

oversold....i am the happy buyer to buy more below RM 3.50.
Price swing of tin is normal...as long as tin above 30k, msc is still making good profit.

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2022-05-12 15:09 | Report Abuse

Sifu OTB funds are in...
Uncle KYY also in so, thus creating volatility?

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2022-05-11 11:13 | Report Abuse

I think RM 10 is not a problem by end of this month.
Thank you guys for sharing information
Again this is commodity play, need to be extra careful on volatility...

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2022-05-11 10:35 | Report Abuse

It has dropped about 40% from my last sell, is it now to buy low again...