Set your target to buy or sell at certain level..no need to monitor..e.g the batch u bought at 8 u sell at say 9, those at 9 you sell at 10..if they come down back la....

Let IB or operator or shark throw la...we keep buying...when it go up we keep selling...I always trade about 20% of my holdings...

Posted by Investor48 > Mar 29, 2018 09:59 PM | Report Abuse

They have suffered great losses. Why keep on insulting?
Enough liaw lah..
-------

paper loss no issue, as I said it's tactical management time.

Ignore him la...he has an answer for everything or will post a WB article, retort or he'll siam...

In a selfish way I am hoping it will come down to 7 or less so I can buy more...LOL

Posted by 3iii > Mar 29, 2018 12:57 PM | Report Abuse

>>>>
John_Lee 3iii,

How do you know this when you have not done up a proper FCF?

---------- ---------- ----------
Posted by 3iii > Mar 29, 2018 12:49 PM

Given the huge capex of Hengyuan for this FY2018, its FCF is most likely in the negative.
29/03/2018 12:54<<<<


Sometimes in investing, you do know.

You do not need a weighing machine to know this person is obese.

---------

What a load of rubbish...simply tembak

he tembak oni

Posted by Investor48 > Mar 29, 2018 11:22 AM | Report Abuse

@joekit

Don't entertain tigamata lah
He is only playing games here
Let him play own his own
Either smartest game or vengeance game, I don't know which one lah

--------------

Agreed. he did say it is a game....he seems to get satisfaction from baiting and mocking...when asked what is the intinsic value...he siam..

behavior finance

Posted by joekit > Mar 28, 2018 07:34 PM | Report Abuse

this 3iii got no heart one....just a sicko finance professor...
------

He claim to be a student of behavior science so he gets a kick out of analyzing our postings etc..he's clearly full of himself...a narcissist bar none.

3iii,

Initially I thought u were erudite with your postings, later I sensed some sarcasm but now I think u are a narcissist.

Posted by Investor48 > Mar 28, 2018 05:43 PM | Report Abuse

Posted by pussycats > Mar 28, 2018 03:53 PM | Report Abuse

Kent, Lee, Gator all are millionaire bcos their paper loss are big Big BIG ... Sorry for u all.
-----------
Posted by Investor48 > Mar 28, 2018 05:43 PM | Report Abuse

No need to feel sorry for them now unless it affects their cash flow.

HY has a undervalued NTA and very profitable.
Prospect looks very promising from reports and studies of refineries.
Just wait for Q1, everything should be fine.
Mr Market is always irrational in times of fear and exuberance.

I myself also have paper loss now...average 876.
The reasons I am not worry are it doesn't affect my cash flow and all those mentioned above.

Just give HY some times...
----------------

I48, Agree with you

I can hold for very long term, I will weigh HY in 3, 5 or 10 years as and when necessary.

Not sure whether it is a sincere pussy or sarcastic pussy offering sympathetic. Doesn't really matter. I have lost much much larger sums and vice versa....

correction...even if the land value is low

Even if the land value, is it that easy to get 350 acres with all the necessary infrastructure, jetty, road networks to urban areas where petrol stations are???

very very difficult...not to mention the need to get EIA approvals, development approvals, licences and the time to build...

I am ready to buy some more at 7, 6 and 5 if it drops to that...i will lam tiau tiau

Sorry, jimtau is pillow, bolster is pohjim

Tornado,

kent paper loss 400k, lee 500k, myself 300k.

lam tiau tiau sang jimtau...(hokkien - hold tight tight like bolster)

Posted by 3iii > Mar 28, 2018 11:45 AM | Report Abuse

So many are already swimming naked.

______

do you really know what it means? please explain

Posted by 3iii > Mar 28, 2018 11:14 AM | Report Abuse

>>>
Investor48 @3iii

When was the last time HY revalue their land?
FY2017 NTA Ada cun kah?
28/03/2018 11:12<<<<<


Are you interested in buying their land or the earnings their assets generate?

Posted by Investor48 > Mar 28, 2018 11:24 AM | Report Abuse

@3iii

I am only interested in the value (assets) & profitability of a company.

You have quoted Warren Buffet many times yet you don't believe in him.

Hehehe...
----------

I48, he is very good at siam (evade)...

Posted by 3iii > Mar 28, 2018 11:15 AM | Report Abuse gator,

You can use the same data or other data to do your own valuation.

I have given enough information for me to form an opinion that suited my investing.


Cheers.
--------
3iii,

Don't evade the question. Will u do the same if I provide my valuation.

Posted by 3iii > Mar 28, 2018 11:06 AM | Report Abuse

>>>>
gator Posted by joekit > Mar 28, 2018 10:23 AM | Report Abuse

gator,

Nothing is stopping you from promoting this stock.

Perhaps, you can continue to show us your $19, or $22 or $40 valuation for Hengyuan.
-----------

I asked few times for your valuation and u avoided answering, so now u asking me??? If I give my valuation will u do the same???

Not just any industrial land...and read carefully ... I said with improvements..

Those are the facts dragon... up to u to agree or disagree.

HY has 350 acres of freehold land..at RM50 psf inclusive of land improvements but excluding buildings, jetty and refinery plant, easily Rm762 million..add cash and other fixed assets the NTA should easily be RM7-8, I believe

To find such a large parcel along the coastline and get approval for refinery is like striking gold...just getting approval and build would take 5 to 8 years...

Seeking and finding an appropriate site of 350 acres along the coast in itself is a mammoth challenge. The investment cost and time needed to get approval and build are other factors restricting entry to all but those with very deep pockets and very good connections. Buffet mentioned economic moat, if these factors don't make an economic moat I don't know what else does.

Posted by joekit > Mar 28, 2018 10:23 AM | Report Abuse

why every time hy share price go down 3iii will come and sing again and sing louder and louder...as if want the price to go down more....hmmm.....very obvious she wanna buy cheaper...haha.....haha...
---------

Joe, he or she know how to provide the briefest of financial details for HY, quoting historical figures covering a period when oil prices crashed from US$120 to US$27, an extraordinary period, and then he selectively quotes 2017 earnings is exceptionally unlikely to repeat...

I leave to your judgement

For as much as 3iii has talked in this forum,he has not even recommended a single stock for us to make money.
At best,3iii is just a cannon behind horse.

--------

His cannon is very loud and fires very regularly but no target...just shoot in the air...

What is 9413 Mak Cik? 9 die 1 live?

Posted by John_Lee > Mar 27, 2018 06:14 PM | Report Abuse

Gator,

RM4.20 is not something created by 3iii. RM4.20 is THE value of hengyuan. 3iii's mango tree cannot be wrong.

________

Ani kuan, I think Mak Cik Fear Factor should be more accurate...I think 3 eyes underselling his mango.

So the 4.20 is from 3 eyes ka?

Investor, use Mak Cik Theory...F factor la...

Collecting to push up ..close green ...my 2 cents

Hahaha...good one mak cik!!!

Posted by gator > Mar 26, 2018 08:08 PM | Report Abuse X

The 4.20 from where? based on what ? DCF or PE or NTA?

________

If DCF, what are the assumptions for variables and what is the discount rate used???

Posted by probability > Mar 26, 2018 07:51 PM | Report Abuse

Only 21 months. <<<

Thanks for pointing out.

The 4.20 from where? based on what ? DCF or PE or NTA?

only 26 months to go before MARPOL

Probability...Good article and info.

Dragon, If u read my posts, I have said that I have bought enough at this level and will only buy more if it drops to 7... if it goes up I will start selling some all the way up...As I have long term view on this stock I will hold most but will trade about 20% of my holdings as HY has been volatile in the past so it is good to trade some.

Posted by Investor48 > Mar 22, 2018 09:12 PM | Report Abuse

Gator..

Paisei.. think I guess wrongly.
After all 3iii not that smart leh..
Can't even guess the value of HY..

Same same me lah...use instinct loh..
-----

Sama sama...no need paiseh..just looking for guidance from sifus here..but unfortunately there are those who spews wise words and idioms but than clams up when we ask for more specifics..

Posted by 3iii > Mar 22, 2018 09:22 PM | Report Abuse

Pointing out an obvious fact that richDad's posts are no lonher accessible.

What happened?

"So many dogs are barking." (Sorry to copy the phrase from one of you.)
______

Trying to evade, is it? Get to the point...What is your valuation of HY ?

Mar 22, 2018 11:14 AM | Report Abuse

>>>
joekit shut up lar 3iii....dunno whats your intention here...if u dowan pple be cheated u can go to penny stocks thread. clearly u see value in hengyuan and trying to sing bad song...hoping to get at cheapest price when people panic throw
22/03/2018 10:32<<<<


Please stay calm. Don't get distressed unnecessarily. It is only a game.

Mar 22, 2018 01:40 PM | Report Abuse

>>>Is investing not a game?<<<

--------------

3iii, your post at 11.14 am was so casual and nonchalant, not serious and therefore it sounds like u are making fun of us in this forum.

You subsequently tried to explain your way out in your 1.40 pm post

My disappointment with u is that you talk about share investment in very general terms. Sure there are some sense in what u say but most of what u say are general investment idioms. Not enough specifics like how do u value HY... U must have some idea especially if you say that u are a big investor and having made so many posts here...

If you have no idea of how to value HY than u surely wouldn't have invested in HY which than begs the Question...

WHY ARE U SO ACTIVE HERE???

Posted by Depeche > Mar 22, 2018 12:39 PM | Report Abuse

Latest warrant CV exercise price only 8.88, the lowest ever..

Posted by Lukesharewalker > Mar 22, 2018 01:11 PM | Report Abuse

CG is 7.00

-------

Need to look at the conversion ratio...

For CV the conversion ratio is 15:1, so at current price of 18c mother has to be above 11.58 to be in the money.

So does that mean IB will buy mother now and push up to attract punters? Once at sufficiently high level, than they will dump the warrants and mother that they have to a lower level for them to collect?? They can do this several rounds over the next 6 months before warrant expires.

Comments anyone???

Posted by 3iii > Mar 22, 2018 11:14 AM | Report Abuse

>>>
joekit shut up lar 3iii....dunno whats your intention here...if u dowan pple be cheated u can go to penny stocks thread. clearly u see value in hengyuan and trying to sing bad song...hoping to get at cheapest price when people panic throw
22/03/2018 10:32<<<<


Please stay calm. Don't get distressed unnecessarily. It is only a game.<<<

Posted by joekit > Mar 22, 2018 11:24 AM | Report Abuse

>>>
@ 3iii

great! now i know your intention in hy. it's just a game to you....<<<

Comment:

Joe, as 3iii says its only a game to him, we can ignore all his postings.

3iii, then use what to value???

John...spot on

>>> Posted by 3ii > Mar 19, 2018 08:55 PM | Report Abuse

>>> Posted by leechen88 > Mar 19, 2018 08:43 PM | Report Abuse

3iii .... eps rm3.00 pe 10 ..... hahahahahaha.... achievable<<<<

Be careful.

I don't share your optimism.

Please learn how to value an asset.

At least know how and when to use PE. (in response to leechen88)



>>> Posted by 3ii > Mar 19, 2018 08:48 PM | Report Abuse

>>> Posted by leechen88 > Mar 19, 2018 08:43 PM | Report Abuse

3iii I average down to be long term shareholders with my own targeted price ..... my bullets will finish when hy reach 6.xx .... I won't regret bcoz I will wait till when hy announce good results with industry pe of 10<<<


>>> Posted by 3ii > Mar 19, 2018 08:48 PM | Report Abuse

What is your intrinsic value for Hengyuan? (in response to leechen88)

Comment:

3iii, what is your valuation or are u still learning how to value??

HY is like Ferrari in the streets of London... have to drive slowly, sometimes stuck have to reverse or take detour, too many people, jam or block..now clearing up and once get on the freeway fly robin fly...

Good..slowly up...better. i like it

PE
also cannot, intrinsic also dunno...

So how u value leh, 3iii