Ok

LOL so clever

Good on you

errr... you need to be more patient... as a user of aluminium, LB does best profitably when the aluminium raw material price is on the way up (surprise !!!)

probably higher raw material cost is an indication of stronger demand and pricing power

don't blindly believe me, compare past 5 years aluminium price movement with LB profitability. There is very strong correlation




Posted by qqq3 > Apr 2, 2019 12:09 PM | Report Abuse

ok bot LB Alum....put in favorite.

what ? you sold success ? I am extremely shocked, and pretty disappointed as well

I thought you are better than that !!! (not picking a fight)



Posted by qqq3 > Apr 2, 2019 11:57 AM | Report Abuse


I also cut loss on Success already. Don't blame u. The theme for quarter profit X 4 is over, cut loss lah.

from now until end 2020 we could be looking at an extended bull run

2019 is pretty obvious. The trade war has more or less been resolved. So it is time to recover

the reason I predict it drags into 2020 is because that year is US presidential election

if I am no wrong, US will usually up during election year. Anybody disagree please provide evidence. I am happy to listen

I tend to be a bit nasty when I am with arrogant people

But dumb dumb hold lah

I no KYY Midas touch

qqq3 I am buying LB Aluminium

It's lowest was 45 Sen

Now 50+

Should be ok

Yes... he can share

As a matter of fact, very much welcome to do so

Just don't be so cocky and condescending towards others

narcissistic 3iii is a piece of warren buffalo meat on a teppanyaki hot plate

Operation guy talks operation

They can't see things from vantage point of view

When Uncle Koon mentioned debt was RM2 per share, he was actually referring to total liabilities, which includes trade payables of 900 mil plus

But if you want to talk payables, you should also talk receivables

If you factor in receivables of 960 mil, net payables turn positive to become 50 mil plus

What debt per share of RM2 ?

And if you factor in further the fixed assets of 1 bil, the whole thing actually turn positive to become 1.50 per share. It is called net asset per share

Idiot

What RM2 debt per share ? Idiot don't simply believe what Uncle Koon said. Read the accounts to verify first before you shoot.

Interest bearing debts 421 mil, Cash 160 mil

Net debt is hence RM261 mil

Divided by 550 mil shares is 47 Sen per share

Don't blindly follow Uncle Koon. If you do a proper study of his writing record, you will notice that he is not a very truthful writer (but Icon8888 is)

Get it right who is the thief who is the police

Don't simply shoot. You are wasting all of us time

Idiot


=========


trulyinvest debt per share more than RM2? even their CFO also start dispose his share.
01/04/2019 8:49 PM

Maybe one day I will love little girl Philip also

But got to wait for her to mellow down first

Love you plane

Muak muak

Past few years it was paperplane. Behaved exactly like Philip

Even worse

But now he mellowed down a lot. Now buddy buddy with me

爭强好胜

A little girl from Sabah

And always want to win arguments

Every single line of it

Philip has a small heart

Provokes him a bit he will jump

Dumb dumb hold

Proxy to Vietnam GDP growth

truly if you mean what you said, read this article and shut the fxxk up

https://klse.i3investor.com/blogs/icon8888/186385.jsp

Not so Super lah

After seeing Jaks price going up, he quick quick found an excuse to delete his sour grape comments

A bit sour

Truly is very interested to buy

It is so obvious

While everybody was busy making money in stock market, 3iii stares at the mirror admiring himself

In the meantime, his Wife is busy selling oranges in Pasar malam to make a living

I have both Mum and Son

If they share swap, the standard practice is to issue replacement warrants (with adjusted exercise price) instead of forcibly take away your warrants at depressed price

In the event of demerger involving distribution of Takaful, you will see Mother shares of BIMB spikes while its warrants exercise price will be adjusted downwards (to reflect capital repayment)

Then we Huat like pig head

I am looking forward to that

I dumb dumb hold

engineering degree but never practise

career change became investment banker

that is why I say you better don't be so sure about your judgement

real life can be very complicated and contains many nuances and subtleties



Posted by (Clark GKent) Philip > Apr 1, 2019 12:36 PM | Report Abuse

Luckily since I'm here in KL over the next few weeks dealing with the gkent negotiations for m&e portion, I've got a lot of free time. Just found out I have a old friend who knows Steven ang si eeng
From his old days in agilent. Looks like I have a date this evening to dig out some info directly from the horses mouth, hopefully after plying him with huge amounts of alcohol and brotherly hugs.

Much better spending of time then listening to fake fogeys taking bullshit.
One day icon8888 says he is an ex-engineer. Today say he is an ex-banker. I wonder what he will be tomorrow?

there is indeed a difference between intellect and wisdom

give you a stock that has unprecedented earning visibility and all you worry about is fat Vietnamese brides

somebody painted a black dot on a white canvas

he asked "what do you see ? "

almost everyone says "a black dot"

only one says "white canvas"

in life, most people sees a black dot even though it only occupies 1% of the space

and they fail to see the remaining 99% which is white

will do so if free

thanks Ricky, I have got the book. Booked it before it was launched few months ago !

But have yet to read it.

But I will do it now. It can be a useful source for my research on the topic "keeping your portfolio fresh and relevant"

just to return favour, I would like to recommend the following book for you

https://www.valuewalk.com/2017/01/the-tao-of-charlie-munger-by-david-c...



Posted by Ricky Kiat > Mar 31, 2019 9:33 PM | Report Abuse

https://mp.weixin.qq.com/s/RNFaZbgRTWhPxCjMcA9h_A
一本好书之《周期》

https://www.investorsingh.com/mastering-the-market-cycle-by-howard-mar...

Mastering the Market Cycle by Howard Marks – An Executive Summary

I am stunted by what the ex banker has been telling Jon Choivo

come up with an item, and he can sit there and tell you in striking details about anything for 15 minutes

I am very different

I am very much like Dang Xiaoping

I cross the river by groping the stones

it is not that I don't crave visibility and you do

I believe both of us lacks visibility

but you believe you have visibility, while I acknowledge I don't have

that is the major difference between you and me

because I have a different portfolio strategy than you

I diversified

so I am comfortable with certain degree of invisibility

========


(Clark GKent) Philip So your entire investing strategy is based around a company that is betting on 1 customer in the future, which you do not know if it will be a profitable terms or not, and in a country far away which we can't speak the language, know it's geopolitical requirements, or the business fundamentals void of the IPP.


01/04/2019 9:49 AM

While you guys are busy lamenting about jaks various deficiencies, it has quietly gone up from 45 Sen to the current 77 Sen while Warrants has doubled

In stock market, whoever makes money is king

The rest are all empty talks

Sometime I am very straight forward. Peace bro cheoky


cheoky Jaks isn't the only beauty in bursa. Jaks still got blood defiency. That is a fact. Armada got God Krishna. Jaks got perhaps China vulture lurking to kill it if blood pressure drop too low.

for me, most of the time, investing is about making decision with imperfect information

I bought Jaks without asking too much about IPP details because as an ex investment banker, I have never seen a deal whereby the voluntary parties will enter into without favourable outcome

it is like you don't need to know the weight of a woman in order to to know she is fat

that is me

of course Philip's questions are valid and it is right for him and many others to ask

Don't know lah.., every now and then got people come out very protective of retailers.. blah blah blah

Last time Optimus also like that ...

Ricky,

It is a very naive young chap

Probably a little girl

So compassionate...

Respect...

So you are Jesus Christ to rescue the retailers....

Wow...

You worry about your own wallet lah. Other people you no need worry for them. Many are better and more seasoned than you

LOL

Who am I to force you to earn money ?

LOL

I only care about my wallets

If you guys don’t believe in jaks, so be it

Ok ok jaks is a crap stock

I will delete my arguments

I have no comments on your portfolio

But your name sounds like you have gone to heaven

Not very auspicious woh

Anyway it is your money

Nobody wins an argument in stock market by arguing

You win when your wallet is full