You high class I low class

But I eat lobster you eat grass



Posted by 3iii > Jul 2, 2019 3:51 PM | Report Abuse

>>>


Icon8888 I added more this morning 22

33% more
02/07/2019 3:35 PM

Icon8888 Sorry 25% more
02/07/2019 3:35 PM

>>>>


Stay away from gruesome company, at ANY price!

Not so good = gruesome.


Zzzzz

Sorry 25% more

I added more this morning 22

33% more

Triggered by yinson re rating

I believe

The two two train is leaving the station ....

just graduated and worked for one year already cry mum cry dad

useless fellow

lailiao lailiao

all the best

Both methods also correct

No need to argue so much

Just treat the other side with respect

In latest Q, metering PBT was RM5 mil only.

10 years ago it was making RM5 mil per quarter also

Moat ?

Moat my ass

And those water meters they sell , you talk like those are Coca Cola with the world as its market

Water meters no brand no franchise, how much can it make ?

How big can it grow ?

Just a piece of metal hammered into certain shape

Big deal

Gkent rallied in the past because jib kor gave them outrageous project delivery partner status mah

Now they got contracts from LGE just like everybody else loh

Profit margin will not be good

Those good old days are gone

Without Najib Gkent the swan has reverted back to ugly duckling again

Not saying it is a bad company but not one with moat either

It is just an ordinary contractor

You want to discuss Gkent I discuss Gkent

But after listening to my honest opinion you get upset and started attacking me

Who is the one that need nodding heads ?

Oooooh, so u like me buttering you.... that is what all these is about...

Anyway, thanks for your input about uem edgenta

My question was sincere

I like it too


Posted by (US/CHN trade war doesn't matter) Philip > Jul 1, 2019 9:11 PM | Report Abuse

I was about to give up on icon8888, but he shows an ability to learn yet.

Gkent is nothing but a crony (during Najib)

If you talk about it’s water meter business, can it beat China (your favourite argument) ? Even if it can, it is a Mature business with limited growth and scalability. Yawn....

As for rail expertise, it has none. Given enough resources, I can engage a German consultant to man my rail division. Then I can be the next Gkent.

In other words, anybody can be a gkent.

What is so great about gkent ?

I have updated the P&L table

===========

ITreeinvestor Hi Icon,

Wonder about your calculation of "Net Profit w/o impair", for example Dec 2018 the value of impairment is -1200 , net profit is -1263, how can net profit w/o impair is 34 instead of -63 ?
01/07/2019 10:37 AM

Can hold

New boss new direction

zzzzz

Everyday talk warren buffett won't make you rich

zzzzz

sifu philips, UEM Edgenta good or not good ?

More like stupidity instead of fate

bang your head against the wall

235

sui sui

my wc cost 35

buyers at 23 now

run away already

you miss the boat

just because of trying to save 0.5 sen

it is not only armada up

the entire O&G sector is being re-rated

jump in now or forever miss it

something is brewing

big buy queues despite mediocre result

I am cleaning up. Will revert

==========

Hi Icon,

Wonder about your calculation of "Net Profit w/o impair", for example Dec 2018 the value of impairment is -1200 , net profit is -1263, how can net profit w/o impair is 34 instead of -63 ?
01/07/2019 10:37 AM

I am in

Yayaya you know best

You are the best


Posted by (US/CHN trade war doesn't matter) Philip > Jun 30, 2019 9:59 PM | Report Abuse

The problem with icon8888 is he thinks he knows everything about armada. He doesn't know what he doesn't know. For the rest he just assumes that since the price is so low compared to historical, it is a good buy.

For me I am a simple man who admits he doesn't know much about the litigations, the performance of kraken, the removal of CEO, the possibility of paying off the big debt (and interest), the OMS business, their ability to compete with peers in capturing new project tenders.

There are so many assumptions to be made with armada that frankly not even the banks can make head or tails what to do.

https://klse.i3investor.com/blogs/icon8888/212924.jsp

everybody else are stupid

you are the best

ya you are the best.... only you can spot good stocks...

Posted by (US/CHN trade war doesn't matter) Philip > Jun 30, 2019 1:40 PM | Report Abuse

If everyone you look you see good things in every stock, then you really should not be in stock market.

In fact, buying stocks is like playing a peculiar form of badminton where you don't have to keep hitting back the shuttlecock. All you have to do is wait and wait until someone serves you a shot that you can perfectly smash down with all your power.

If you try to hit every shot, you are either Lee Chong Wei of stocks, or you end up like the lucky stock good who had to jump off the roof with his 4 children.


>>>>>>>>>>

if every time you look at something you see negatives, maybe you shouldn't be in stock market

my article 70% done

should be able to publish by tonight

I hate HK

I just cannot stand the concrete jungle

I am thinking if can get rid of surpluses then it is good for everybody

Nothing to do with HK

as I said, he has been in i3 so many years, day in day out read i3, yet he learned nothing

very dumb guy

I am not trying to abuse him, I just want to wake him up

he doesn't seem to know what he has missed out all these years




Posted by Goh Kim Hock > Jun 30, 2019 1:47 PM | Report Abuse

This guy simply don't understand how stock market works. His mind is only set on gambling. Pls correct me if I am wrong.

that kind of logic just doesn't make sense

I am with stockraider

I think it is alarmist to say that allowing foreigners to buy unsold units will lead to speculation and unaffordable price for future generations

CP Teh is the only person in i3 that is incapable of learning

after so many year in i3, he is still the same

batches after batches, many newbies have graduated and become seasoned investors, making extra income from the market, now living comfortable life

CP Teh is still stuck in his same position 5 years ago, counting on people to buy him coffee

when can he wake up ?

Howard Mark once said, "investing is about intelligently bearing risk for profit"

that is my way of looking at investing also

of course, too optimistic and too naive also cannot

need to strike a balance

see things as it is, nothing more nothing less

if every time you look at something you see negatives, maybe you shouldn't be in stock market

Taiwan Semiconductor boss 張忠謀 (Morris Chang) once said, "Optimism is a competitive advantage"

different people different character

I am an optimist

always looking for opportunities in face of adversity

the only thing that matters is Kraken

get it right and this company solves 80% of its problems

the debt problem is real, but the solution is already there (long term charter provides earnings and Cash Flow visibility)

It is kind of autopilot.

oh the wise man is here

I better shut up

for he is always correct

it doesn't matter, go up we happy as we capital gain

go down we also happy as we can buy more

unlike you, we don't give a hoot about operators

they don't exist in our world

we buy based on fundamentals

temporary ups and downs are irrelevant

we aim for the eventual Target Price, which is expected to materialise if coming quarters earnings are good

if coming quarters not good, we loss money.

We reap what we sow. No complain

(Icon) Bumi Armada - A Not So Good Company At A Good Price Could Be A Good Buy

I am writing armada

not sure whether can get it ready by Monday

but I will try