Balian de Ibelin

i3lurker | Joined since 2017-09-15

Investing Experience Not Disclosed
Risk Profile Not Disclosed

What man is a man who does not make the world better? ORLANDO BLOOM - Balian de Ibelin

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User Comments
Stock

2022-03-24 09:35 | Report Abuse

sslee
if you compare, volume for Bplant is very low but share price went up significantly, few people want to sell.

with same volume for INARI, share price dropped like a stone.

Stock

2022-03-24 09:04 | Report Abuse

Good morning sslee
I am gonna let BPlant ride it out.
not doing anything since dividends are good.
BPlant went up due to lack of sellers

Stock

2022-03-24 09:02 | Report Abuse

All should stop playing over priced Bursa counters manipulated by share con gangs using alleged corruption as a sole reason company makes money

Immediate fast access to US markets via Rakuten Malaysia.
You only pay USD2.00 upwards per transaction, buy or sell.
Never mind this just pay the USD2.00
if trade directly in US using US company Morgan Stanley, no commissions, everything is free, but withdraw money is vomit blood.


hoot9e996

i thought malaysia tech sector loves to follow, nasdaq red = all cabut dulu

3 minutes ago

News & Blogs

2022-03-24 06:27 | Report Abuse

Do not cheat people will not have heart attacks, nothing to do with healthy lifestyle

Stock

2022-03-24 05:41 | Report Abuse

in US market so many excellent shares ROE 45% and PE 4

based on similar US share valuations, Inari is only worth RM0.60 per share
thats why the owner INSAS dumped off quickly a lot of Inari at only RM1.65 .... afraid it will drop to RM0.60 sen per share.

...... until share con gang came along and with allegations of massive corruption as "real" business, pumped it up to RM4.18

Stock

2022-03-23 19:16 | Report Abuse

actually high salaries made Sapura bankrupt
but someone says must save the company so that the CEO can continue to get RM72 million per year gaji
kakakakakakakakakaka

News & Blogs

2022-03-23 18:45 | Report Abuse

no worries
after all these share con groups have been culled off and converted to luncheon meat, the world will be very peaceful

Stock

2022-03-23 18:39 | Report Abuse

NTA 2 sen months ago

today punya NTA most likely negative

Stock

2022-03-23 17:22 | Report Abuse

maybe tomorrow then

Stock

2022-03-23 16:41 | Report Abuse

42.5 sen looks like breaking

Stock

2022-03-23 15:42 | Report Abuse

looks like tut tut feller will go bankrupt again

again?
some people never learn

Stock

2022-03-23 15:30 | Report Abuse

the buying stops when you dun see red
remember again.......
Red means buy
Green means sell

if its white you go to Jenja Club to "kow lui" maybe you might meet sslee there

Stock

2022-03-23 15:26 | Report Abuse

ignore all tut tut fellers who tells you to buy on green

if you follow any tut tut fellers, the coffin is just 6 feet away
thats based on past 6 feet observations

Stock

2022-03-23 15:19 | Report Abuse

dun be confused
its very simple
Standard 6 fellers knows how to do it and make millions

Red means buy
Green means sell

if you are color blind, no one can help you except for sslee who will tell you to sell

Stock

2022-03-23 15:17 | Report Abuse

dun be confused
its very simple
Standard 6 fellers knows how to do it and make millions

Red means buy
Green means sell

if you are color blind, no one can help you.

Stock

2022-03-23 15:08 | Report Abuse

Yes
share market is about unlimited Greed and EQ
IQ has got nothing to do with it.

thats why share con gangs use alleged corruption to cheat people to buy Inari
corruption awakens Greed
thats why Macau Scams are so successful in Malaysia

Stock

2022-03-23 15:06 | Report Abuse

Yes
share market is about Greed and EQ
IQ has got nothing to do with it.

News & Blogs

2022-03-23 14:45 | Report Abuse

no worries
our MPs believe Afghanistan is in the Middle East and promised aid because the money does not belong to him

Stock

2022-03-23 13:45 | Report Abuse

sslee
Chips design is science
When it comes to wireless chips and handphone, its an art as well. It takes a bit of time to master art.
Remember Broadcom has no patent.
Once Apple has started down the art path, as you yourself pointed out. there will come a day when Broadcom is useless to Apple.
On that end times day, Inari will be useless to Broadcom.
No amount of alleged corruption can save Inari during the end times.

Stock

2022-03-23 13:01 | Report Abuse

Sslee
So you are a corrupt guy as well?
It can only happen in Malaysia that a share con gang uses massive corruption as a "real " business reason to buy a share.
These people obviously believe that Malaysians trusts and believes in corruption.
I think that should be a reason to sell a share.

Stock

2022-03-23 11:11 | Report Abuse

I am shopping and using this format first time.
This new website is real stupeeeeeed wtf

Stock

2022-03-23 11:08 | Report Abuse

A lot of forumers here had been cheating people to buy Inari shares claiming massive corruption as "real" business
I dun believe this fake claim.
All the more reason to dump Inari shares.....

Stock

2022-03-23 09:50 | Report Abuse

INARI Price had dropped 25% and still sleeping?

wake up loh wake up
your "real" business experience is killing you.
how many 25% losses can you still sustain and survive?

Stock

2022-03-23 09:45 | Report Abuse

price had already dropped off from 4.18 loh
people already lost RM1.00

thats a 25% capital loss

Stock

2022-03-23 05:53 | Report Abuse

sslee
Foxconn wants to be the ahead
Foxconn is going upstream to be foundries and produce chips. Done already

as well as expanding sideways to further compete with companies like INARI. Done already.

and then downstream to final electronic product to compete with designers like their customer Apple. Done already...... Entering EV market, camouflage first.

sslee
You keep mentioning and repeating and repeating different businesses as separate
and boundaries between them.
Yes, sometimes boundaries MAY exist like Boeing or Airbus dun become airlines..... or maybe not in the future.... :)
see the infamous QL doing everything vertically...

Sslee

I3lurker,
Inari is not a fab plant that produce the wafer/chip
Inari provide services for.
1. Wafer processing/sorting
2. Assembly
3. Testing
And to be added on SOM system on module.

In near future assembly and test services for loT, smart devices, automatic, optical communication, autonomous vehicle, AR, VR and etc.

6 hours ago

Stock

2022-03-23 05:35 | Report Abuse

sslee
Industry consolidation in progress
Apple's 3 musketeers, Foxconn, Pegatron and Wistron are expanding to 5 or more times its current 2022 size,
These companies will takeover "everything else"

If you happen to be doing some minor work worth some sea shells for Apple, like INARI. Your job will disappear to be "given back" to the 3 Musketeers.

Stock

2022-03-23 05:32 | Report Abuse

sslee

The stories are always the same.
Industry expansion or production expansion always leads to consolidation.
While you are expanding, others are also expanding to take away your customers

Consolidation is business speak for bankruptcy

the Tragedy is that INARI is expanding now at a time when others (just few example are Apple's 3 Musketeers) with better access to suppliers, customers and capital are pretty much doing the same thing.

After these 3 Musketeers have pretty much destroyed many smaller companies like INARI.

Round 2 will see encroachment and boundary blurring with companies like Jabil, Advanced Electronics Company, Celestica, Flex, Benchmark etc

Stock

2022-03-22 22:49 | Report Abuse

essentially
those Chip Majors are now making sure that this will be the Bust Cycle of all Bust Cycles
aka
the Mother of all Bust Cycles

USD5,000 Billion to make sure no one else survives except Gang Members

Stock

2022-03-22 22:23 | Report Abuse

as comparison between RM1 Billion vs RM21,000 Billion
Example only ah
you can also imagine
Top Glove got 1 glove production line that is very substandard and inferior
but
Bossku got 21,000 glove production lines producing latest bleeding edge

why would any company give you any orders?
you mean those orders are for charity?

Stock

2022-03-22 22:12 | Report Abuse

Hello!!!! => the Bust Cycle had arrived
its just plain mathematics

a new High Numerical Aperture ASML machine cost USD300 million each and its all pre-booked with Intel getting the first production unit
and total investment = USD 5 Trillion over a period of 5 years
=> it means USD5,000 Billion in case you are not sure

it means RM21,000 Billion worth of Global capacity to produce chips of less than 3nm
compare side by side

INARI investment RM1 Billion vs Global capacity RM21,000 Billion

pre-booked machines
pre-designed chips
pre-sold production

the chip product lifecycle for the next five years is 3nm or less

Stock

2022-03-22 18:45 | Report Abuse

sslee

if you study the History of Production
there are actually 2 Key steps involved

Step 1 Mass Production example Ford Model T
Step 2 Mass Customization example US company called National Bicycle

the new EUV machine from ASML now allows Mass Customization in addition to mass production for all "cartel members" like Samsung, AMD, Intel, NVidia etc etc
thats why Shoplot companies like Silterra and Inari will all be killed off.
Its nothing personal, just business

Stock

2022-03-22 18:29 | Report Abuse

sslee

Broadcom has no wireless patent.
the wireless patent belongs to Caltech

Broadcom is now forced to pay back royalties amounting to USD270 million

=> means Caltech can license production to anybody within the "new cartel" who will produce as a chip in a chip based on EUV.

if you study the History of SemiCon (not a full con), the CPU had been gobbling up side chips like PacMan

Stock

2022-03-22 17:40 | Report Abuse

No Hedge Fund will ever buy any shares in legacy chip manufacturers anymore.
All are dumping shares to invest in Samsung, AMD, Intel, NVidia and ASML and some say Applied Materials.

The new EUV produced advanced chips have "already" been designed to exclude all known legacy chips manufactured by companies like INARI or Silterra.

The "new cartel" have already started investing USD1 Trillion per year from 2022 to 2027, a total investment of USD5 Trillion.
These products will totally 100% replace all known legacy chips.

Companies like Silterra and INARI will get zero revenue.
and companies like Silterra and INARI will NOT be allowed to buy those new machines.
Blocked by US Government export restrictions

Stock

2022-03-22 17:25 | Report Abuse

Once Silterra shuts down => DNex will be left with crude oil only
can actually buy DNex on weakness just by calculating Oil Division earnings only.

The nature of shares is that it will swing violently due to market sentiment
and likely one day DNex will drop until its below its Oil Division valuation

Stock

2022-03-22 17:09 | Report Abuse

its nothing personal
just business

ALL those semicon companies in Malaysia will be totally shut down.
Its not only INARI

=> thats a very teeny weeny small consolation

Stock

2022-03-22 17:05 | Report Abuse

sure
whatever
will still be good for gambling tomorrow

will be very difficult to make money though
coz shares are forward looking and forward locking.

the Death Ratchet mechanism is one way to 3 sen until 2027
by end 2023 Death Symptoms will be very evident

Stock

2022-03-22 16:56 | Report Abuse

I stopped playing such Death Shares
coz price action is driven by insider news shared to family and friends
and share price can actually limit down consecutively for many days

Stock

2022-03-22 16:46 | Report Abuse

kakakakakaka
so silly .......... I disown you as my son

Stock

2022-03-22 16:43 | Report Abuse

very Dramatic
I believe there will be many Death Spikes before its goes to 3 sen

Stock

2022-03-22 16:33 | Report Abuse

I wonder how Malaysia will survive with all the semicon companies in Malaysia forced to shut down.
as they say ........... its only semicon, not a full con.

Jurassic Park => "Nature will find a way"

Stock

2022-03-22 16:23 | Report Abuse

I find it highly suspicious ..... whether Khazanah was briefed by the US Government before they sold off Silterra to DNex.

Stock

2022-03-22 16:18 | Report Abuse

even Silterra is affecting DNex somewhat.
all these semiconductor companies will be wiped off the map of existence.

Stock

2022-03-22 16:13 | Report Abuse

Sell or Die cases are so Dramatic and interesting !!!!!
:-o

Stock

2022-03-22 16:10 | Report Abuse

looks like 43 sen will need more days

Stock

2022-03-22 15:30 | Report Abuse

~ Dec 2023 => 1.50
~ Sep 2025 => 75 sen
~ June 2027 => 32.5 sen
~ ? => 3 sen

Stock

2022-03-22 15:24 | Report Abuse

Half Life of 21 months ........... Count Down now

Stock

2022-03-22 00:10 | Report Abuse

once 1 winding up starts
it will snow ball bigger and bigger
already got a handful of winding up orders
Reason for the rescue stated by politician is purely to save those people's high salaries. Thats weird right?
actually reason for bankruptcy are those high salaries never reduced during bankruptcy in the first place.

Stock

2022-03-21 09:03 |

Post removed.Why?

Stock

2022-03-21 08:33 | Report Abuse

may drop
I will propose to increase Director Fees by 25%

Stock

2022-03-21 08:25 |

Post removed.Why?