Windy1974

Windy1974 | Joined since 2018-01-26

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2021-06-14 16:14 | Report Abuse

paktua. i reenter 0.715 haha

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2021-06-14 15:30 | Report Abuse

lost steam. those talk big now might shut up soon

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2021-06-14 15:07 | Report Abuse

wanna show off. Prove it. Don't talk only

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2021-06-14 15:05 | Report Abuse

Nah. wanna show off show some transactions. Bought 0.655 and immediately q 0.76. Hit 0.755 highest and saw weakness sold 0.705.
This is not buy call, it's casino play. TQ uncle Karim

2021-06-14 TS/2021/1059970 5279 SERBADK Sell 40,000 0.705 28,200.00 28.20 29.00 8.46 1.69
2021-06-14 TB/2021/1412308 5279 SERBADK Buy 40,000 0.655 26,200.00 26.20 27.00 7.86 1.57

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2021-06-13 13:18 | Report Abuse

SSlee. If JAKS no longer issue pp then with 9 sen a year in 10 years time will be RM1.56 NTA lo.
However, i agree with you if RI, pp non stop die.
So, can you do a favour an email JAKS management my queries? Since you already know them so well haha.
1. Will Vietnam PP earnings be distributed to JAKS Malaysia regularly?
2. After recent private placement annoucement, with consistent income stream of RM160m a year, any reason for further pp or RI?
3. Since management concluded to exit construction and property business in Malaysia, would future income from Vietnam PP being distributed as dividend?
4. Would JAKS management set a dividend distribution policy? Eg. 70% of profit etc

Thanks SSlee. Muak

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2021-06-13 12:57 | Report Abuse

To me it makes a different whether JAKS distribute as dividend not. I run a business and assume you own 10% of my company and not drawing salary, your 10% only valuable when you sell it off. And how would the buyer value your 10% worth? A company that distribute dividend deserve a higher PE. Otherwise, JAKS would become another high NTA company with low share price haha

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2021-06-13 10:58 | Report Abuse

Tyre. I presume it's from Rakuten presentation then? The CFO said this is very constant as long as PP running? Is this RM160m gonna be distributed to JAKS regularly? What JAKS gonna do with this RM160m? Dividend? Why private placement again with cash flow from Vietnam?

Tyre220069 The CFO said the distribution of dividend next year will be very substantial ,it means at least rm160million for 12 months...which is equivalent to almost 9 cents EPS based on current shareholding..

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2021-06-12 22:35 | Report Abuse

Tyre220069. Anything to substantiate your statements?

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2021-06-11 17:13 | Report Abuse

Dayang rate for technicians RM100-RM200. Engineer RM300-400. Even 1000pax everyday you count la.
BTW, i am from O&G and i would like to think that O&G Malaysia is the most transparent industry. The days where you can be most expensive and win jobs are things in the 80s and 90s.
Also, why people relate SD to UMNO ah? hmm?
Why not taliban? or USA? Russia? more interesting leh

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2021-06-11 17:10 | Report Abuse

Eur 400 per day? That's for specialist rate. Ya, everyone not in Serba would regard them as specialist haha

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2021-06-11 17:06 | Report Abuse

Pak tua. Bukan 0.60 ka? Best of luck. I have no issue with you since you are a swing trader and you never lie to induce people buy

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2021-06-11 17:03 | Report Abuse

Yes. The greatest strength is to find out and admit our own mistakes.
Serba 25% revenue from Malaysia? Even that i am doubtful. How much is Dayang's revenue in Malaysia? 1B? Serba is smaller in Malaysia than Dayang, how to do 1B?
The biggest O&G companies in Malaysia namely Sapura & MMHE only roughly do RM1B per year for Malaysia business.
For Serba business in Malaysia, RM100-200M would be a more realistic figure. You just have to look at few years before their listing to get an idea.
For those who think they are supporting BUMI company, think twice. Karim is a Chinese.
When it comes to crook, many in KLSE are Chinese. BTW, i am chinese too

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2021-06-11 16:56 | Report Abuse

Many here talk about Serba like they are expert in O&G. Yes, indeed Serba is the only company that fit KYY thesis. A company revenue's not gonna be affected by O&G down turn because you still need to maintain platform always.

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2021-06-11 16:49 | Report Abuse

it's a dodgy company is different from totally bogus.

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2021-06-11 16:48 | Report Abuse

probability. Their website looks dodgy but base on what you alleged they don't exist?

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2021-06-08 18:04 | Report Abuse

I agree that the naysayers who feed on others suffering are disgusting.
Same for those who induced people to buy WHEN they themselves don't believe SD is a good company
If you genuinely believe in the prospect of SD, i see nothing wrong for you to defend SD

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2021-06-08 16:21 | Report Abuse

Karim better paid me the subscription for The Edge. I paid in order to read Serba news.
Wow, as per Karim replied to Edge reporter, Block 7 is not related party transaction and he claimed that no directors in Serba got interest in Block 7. Now, legally i am not sure whether it's related party or not la since it's overseas, but claiming no directors involved, hmm.
You can see Karim's face in link below and read the news. As said, please employ some cyber trooper to delete news.
You can invest, speculate, gamble, swing trade or whatever. It's your money and your choice.
I only wanna make sure you have the facts. I might swing trade too for 10k shares at right price but since pak tua didn't wait for 0.60 i not gonna buy at 0.605 haha

https://securitymiddleeast.com/820000-square-metre-hub-foster-research-innovation/

The agreement was signed by Mohamed Al Khadar Al Ahmed, Chief Executive Officer, ZonesCorp, and Dato’ Dr. Ir. Mohd Abdul Karim Bin Abdullah of Block 7 Investments LLC as part of a ceremony hosted at ZonesCorp’s headquarters, in the presence of Abdullah Al Hameli, Head of Industrial Cities and Free Zone Cluster at Abu Dhabi Ports.

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2021-06-08 10:38 | Report Abuse

After i viewed the reply to KPMG, while Sarawak Shell reply is ok, i am amazed that 2 O&G companies doing at least RM60m a year with Serba alone and using gmail and yahoo mail.
Wow, i really envy them.
Moral of the story. Don't judge a company by their email address. They could be big.

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2021-06-06 21:05 | Report Abuse

You are just like i3 lurker or stock raider. Keep repeating same things. Too free?

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2021-06-06 21:04 | Report Abuse

Maybe. So what's your back ground? Since you are questioning auditors you should be either senior auditors or good in business?
Otherwise, why should i believe you?
I posted doubts, people to evaluate.
So far, i find your arguements weak

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2021-06-06 21:01 | Report Abuse

sorry. My blog was posted 3rd May. Maybe KPMG junior auditors saw that? Or KPMG just gotta do something now that it has been posted online

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2021-06-06 21:00 | Report Abuse

Probability. I was questioning SD on 5th May. You should suspect me more then

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2021-06-06 20:54 | Report Abuse

o. then you should know Pchem and LCtitan business well. Chemical engineers should be academically smart. Definitely better than me.
You are working in what industry? I notice you are working for indon

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2021-06-06 20:47 | Report Abuse

SSlee. May i ask what is your profession?

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2021-06-06 20:34 | Report Abuse

Musangking.Tq for your link below. No need for everyone here repeating the same thing over and over again. Thumbs up for Choivo. Unfortunately i am not smart enough to gain an accounting degree. So, listen to 1. If you still can't understand what he said, quit share market before you burn charcoal

Musangkingfarmer Choivo talking about his doubt on serba dinamik on 19/05/2021
https://www.youtube.com/watch?v=gTyN00ueLoU&t=6773s
start from 1:40:54

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2021-06-04 11:22 | Report Abuse

piranha88. You saw me buying 10 lots equivalent to 6050?
It's for fun

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2021-06-04 11:00 | Report Abuse

Since paktua gonna buy at 0.60 i buy q 10 lots at 0.605 using Jetson goreng money haha.
I miss Genting. Haven't been there more than 1 year

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2021-06-04 10:56 | Report Abuse

paktua. I am so touched got comrad in JAKS.
Sad SSlee still convince JAKS boss conman haha

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2021-06-04 10:38 | Report Abuse

paktua. Waiting for you goreng JAKS eh

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2021-06-04 10:36 | Report Abuse

CharlesT. Maybe they all using less than 5% of their funds leh, who knows?
Malaysia many hidden tycoon leh. My town full of tycoons making easy money from online gambling, contra band and drugs. KL would have more. So, that's a way to contribute back to Malaysia economy

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2021-06-04 10:23 | Report Abuse

xskyriver. Your nickname has it gotta do with an establishment in Bukit Bintang haha...
I am impressed with you. Being new and you already grasp the essence of successful investment. I have 27 years of investment experience under my belt and yet i am still amateur and made lots of painful mistakes along the way.
My advise to you, ignore ups and downs of shares. Stick with good counter. If you wanna goreng, use less than 5% of your available fund. You will be very successful in your retirement.
SD is innocent till proven guilty. But whether in KLSE or in real life, we need to make judgements. My company's bad debt has been 0.2% of my turnover over the last 10 years. That's how i survive by being careful.
A lot of failed businessmen blamed their failure on uncollected debts. They blame the failure on others instead of what they could have done differently
Thumbs up

xskyriver To be honest, I really learned something from this SD case.
Just sharing, Please don't hantam me.

First, I'm quite new in investment and I'm not a risk taker, most of the time I pick stock by looking at their Revenue by year, EPS every quarter, DPS.

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2021-06-03 16:16 | Report Abuse

Gotta know about this yesterday when my daughter showed me this news. Would this become a new tomorrow just like carbon zero and EV?
I sold my BAT because the dividend yield just ain't attractive for me personally at current price. Of course, at lower price or higher profit this could change. However, if there are a fundamental change in consumer habit, then BAT's attractiveness would need to be evaluated not just on dividend yield alone.

https://www.theguardian.com/world/2021/apr/16/new-zealand-aims-to-create-smoke-free-generation-cigarettes

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2021-06-02 16:40 | Report Abuse

I have sold my BAT yesterday cos the QR really not impressive. While i foresee BAT still ok, i sold BAT to invest into recovery stock hopefully making higher capital gain instead of dividend yield. Not very disciplined cos high risk high gain instead of dividend stock carrying lower risk. Hai. Susah cari makan


Stock: [JAKS]: JAKS RESOURCES BHD

May 7, 2021 1:40 PM | Report Abuse

Promotion time. Yeah BAT has scaled new height not seen since Dec 2020. Now, that's before pandemic. Chart wise, unless it drops below RM14, otherwise the uptrend might continue. Haha, all the sudden i sound like a chartist.
Now, i gotta declare my average cost is less than RM11 and i am promoting because i don't intend to accumulate more shares and would like you to push up the price. Apart rom capital gain, i am looking at dividend yield. 50% of my share holdings are in dividend stocks because that's what i gonna rely on after retirement.
Gonna dispose of my properties portfolio before i retire at 55 because it's just too much nuisance dealing with real estate agents especially during the pandemic. When i retire, i just wanna travel the word with no worries

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2021-06-02 10:49 | Report Abuse

A stock worth buying or not depends on valuation. That's investment 101 you can google.
Public bank is good company but if PE 60 then not worth buying. A lot of people see price expensive or cheap based on absolute price level. I hear this numerous time from those who entered share market in the 90s. Talk until saliva dry also no use.

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2021-06-01 09:07 | Report Abuse

I look forward to see nansayers become supporters

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2021-06-01 08:59 | Report Abuse

Make sense. Insas is indeed deeply under valued. However, i won't buy Insas as one forumer once highlighted. "opportunity cost" Since i have limited fund, i need to decide on my best returns. Of course, i only "hope" i invested in the right company. Investing in deep discounted NTA companies was a strategy i employed more than 20 plus years ago. My experience told me that success rate low. Reason being that most deeply discounted NTA companies are deeply discounted for a reason. A lot of time, the major share holders are no longer active. This is just a general overview. The best scenario one could look for is the major share holder privatise the company like in the case of Cycle and Carriage. However, even in such cases, most offer price will be either "fair but unreasonable" or "unreasonable" at best.

Sslee Insas cash call RI Is not a cash call per se. The whole RI is for someone to hold the warrants so that he can sleep well knowing he can fend off a hostile take over.
01/06/2021 8:07 AM

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2021-06-01 08:52 | Report Abuse

To be fair to JAKS, when i first read about JAKS PP in Vietnam, "another con news" came to mind. Indeed it took them years to secure a China partner? Otherwise, the deal would die off like many others.
If nothing, i give credit to ALP for securing the China partner and also the 30% share holding. If it was me, i would have closed the deal with 10% share holding probably.
I won't have invested in JAKS if not of Vietnam PP

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2021-05-31 23:17 | Report Abuse

Below were the 5 scenarios i presented in Nov 2020.
Looking at the latest JAKS pp, JAKS need working capital. That would make up 25% of the pp. Indeed, even with the Vietnam PP, JAKS management need to let share holders know when the dividend could be monetised in Malaysia. Otherwise, JAKS will constantly need working capital cos their Malaysia operation is bleeding. As i highlighted, if i were running JAKS, i would sell Malaysia properties even at a loss and stop construction jobs. However, now definitely not the best time to sell any properties cos it's the lowest you will get. So, i can only hope the 25% for working capital is not worse case scenario. However, at best it's 4th scenario. The working capital would come to around 5% of JAKS market cap.
Another RM50 is for LSS solar farm. I am ok with it. So, all in all, 10% pp will be sufficient. The other 10% of the PP only could be raised if JAKS has an acquisition.
LSS should fall into scenario 2.
As for the acquisition, can't comment which scenario it would fall under since nothing being annouced. I presume JAKS can't raise more than 10% without any acquisition news.
As for the acquisition, if it's from middle east, i will sell first and verify later
PS. you can read the details of pp utilisation under page 3 of the announcement.


Stock: [JAKS]: JAKS RESOURCES BHD

Nov 19, 2020 5:08 PM | Report Abuse

SSlee. I agreed with you RI won't benefit existing share holders due to dilution. The best scenario is not to have RI but bank loan.
Best scenario. Company gets a bank loan for additional income generating business where the return would be higher than the loan interest. However, it needs to be a sure win business. In real life, where can find such business easily?
2nd best scenario. Company RI for additional income generating business. Best la if it's sure profit.
3rd best scenario. Company RI for additional funds into new business but profit or loss yet to determine
4th not so good scenario. Company RI for cash flow caused losing money but management still genuinely wanna make money
Worst case scenario. Company RI for cash flow so that they could syphon more money away via salaries, expenses and loss making ventures. Normally these companies are easily identified in KLSE because they would do RI every alternate years and come up with very ambitious projections that never materialise.
Now, JAKS is which one. You decide. I HOPE it's 2nd best la.
How about Insas, SSLee? Which you reckon?

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2021-05-31 16:31 | Report Abuse

if you wanna goreng, why wait for Serba? toss a coin and abundant to choose from. I goreng too but with negligible fund just like me going to Genting.
Jetson and vivo looks good to me

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2021-05-31 16:11 | Report Abuse

If the accounts are cooked, can't have happened just in 2020. So, 2 scenarios here
1. Auditor found no fault. In this case, the auditor needs to be found accountable for their incompetence
2. Auditor found fault. In this case, the auditor needs to be accountable for their incompetence too
If i google and found so many doubts, auditor can't?
We need to hold auditors accountable and not let them brush off so easily.
20 years ago, we were ridiculing China for cooked companies. Now, why these cooked companies come list in Malaysia??
CNBC news now mention only Singapore, Thailand, Indonesia. Malaysia now no more on foreign countries radar. Something to be proud of?

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2021-05-31 16:07 | Report Abuse

Yes realistic but not keep bashing others. If you gamble, you deserve the consequence though i still pity you. How many people realise Serba fake? You?
Serba's issue not so easy to identify like some obvious scam companies

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2021-05-31 16:01 | Report Abuse

You wanna talk big, find some facts.

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2021-05-31 15:56 | Report Abuse

Ya. Malaysia is full of loser keyboard warriors like you. Apart from big mouth, you have nothing else to show. Go read 3/5/2021 blog on Serba by me. It's probably me that opened the skeleton closet.
Please understand what i write first. You probably don't have the brain for that

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2021-05-31 15:51 | Report Abuse

All. Isn't it enough? Limit down 30% a lot of people making big losses. Among them, many are not gamblers or speculators. Why you are so happy to see others making big losses?

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2021-05-31 08:54 | Report Abuse

For those who are negatives on Serba, what's your motives?
If your motives is to make sure investors could make informed and right decision, good on you.
If you feel excited to witness losses by many, irregardless whether they are gambling or not, then you are no better than those crooks you try to attack