Assuming it replaces Myeg

Myeg market cap RM3 bil

Ht padu 100 mil shares

So RM30 loh

TP RM30

Waking up

that is ecoworld development warrants

I dont argue to win

if money in my pocket, I win

and vice versa



Posted by qqq3 > Feb 11, 2019 02:29 PM | Report Abuse

no deal exit just means what it says....no deal yet....

it will be a no deal exit...deals will come later, takes time.....

https://klse.i3investor.com/servlets/stk/5283wa.jsp


check this out

this is a contrarian play (I am not doing it for the sake of doing it)

the herd believes No deal Brexit is damaging

I agree with the herd that No Deal Brexit is indeed damaging.

However, I do not believe No Deal Brexit will happen (because if it happens, it will be SO damaging until the entire financial system will collapse caused by business failures, bad debts, etc)

As a democracy, UK will have check and balance to ensure that Theresa May wouldn't pull off a No Deal Brexit

It is already happening. British parliament is already mobilising (across political parties) to ensure No Deal Brexit won't happen in March 2019

So it is a genuine contrarian move, not contrarian for the sake of contrarian

as I mentioned, " think rationally and objectively so as to exploit the nuances and subtleties",

I am just putting it into practice. Only time can tell whether I bet right or wrong.

btw, my underlying argument is that it is difficult to lose money on a 13 sen warrants expiring in 2022, when the PLC is hugely profitable, and the macro is far from hopeless

no risk no gain




Posted by qqq3 > Feb 11, 2019 12:51 PM | Report Abuse

u cannot be a contrarian just for the sake of being a contrarian and hope to make money.

my investment horizon varies from one stock to the other

I harvest by batches

as I explained to probability before, once you measure portfolio return by realised gain (instead of paper gain), diversification suddenly becomes very very appealing. It has the benefit of lower risk yet does not have the problem of one stock's paper loss offsetting another stock's paper gain

do you get me ? I can explain again


Posted by qqq3 > Feb 11, 2019 12:43 PM | Report Abuse

what about Sapura as contrarian play?

ps...I don't have.

my advice is that don't worry about the trade war

there will be a compromise, for a simple reason : US cannot afford it

take a closer look and you will discover its weak links

time not on trump side

there will be a deal

this is my next BIMB warrants

I have 200 lorries

Fabien and I are almost like twins

there is very little to disagree when come to investing

we are from the same universe

https://thehill.com/homenews/administration/429352-trump-officials-considering-mar-a-lago-for-next-meeting-with-chinas

i3lurker little girl

If Uncle Koon is a little girl he will sabotage

But if he is a businessman he will quietly buy

TP RM30

First class article

@paperplane

I bought the thorp book as per your recommendation. The ray dalio book is not about investing ?

On hind sight, probability’s complaint is spot on.

—————————-


probability > Feb 9, 2019 06:37 PM | Report Abuse

Philip insights so far does not appear convincing...

probability : i cant even see a method...how to try?
09/02/2019 19:02

SS Lee damn upset now. He toiled for 3 days 3 nights tearing QL apart to try to figure out its moat and intrinsic value, only to find out it is insider info.

LOL

And qqq3 wrote passionately about S = QR etc (which until now I still don’t understand) to try to explain the QL story. At the end, it is insider info.

Tell them earlier lah. Save them the hassles running around like headless chicken

She ？


Fortune Bull That's why i never bash Qqq3! Because many times she did provide me with useful intel!
10/02/2019 13:41

see you around, Philips

have a nice day

never mind, there is no need to win the argument against you

I just wish to know whether I should follow your so called moat based investment

and now I have the answer

that is all I need

thanks



Posted by (S = Qr) Philip > Feb 10, 2019 09:40 AM | Report Abuse

I think your idea of insider info and mine is totally different.

Kyy and aminvest went to Vietnam to view the status of the jaks power plant. How did that turn out?

Warren visited the HQ of GEICO, many others did but he saw something different that other people didn't.

I used the same operational framework for YINSON, topglove and public bank. I spend time to understand my investments, which is why I'm confused someone can buy 50 stocks and promote 20 more. Every stock I buy is carefully understood.

I could tell you my wife works at public bank. Does that constitute insider information that allows me to purchase stocks in public bank since 2012?

Most information are really available to serious investors and business owners. In fact I find it weird for me that everyone is investing heavily into hengyuan and CARIMIN without trying to understand the business model or visiting the plants. Hengyuan plant in is peninsular Malaysia, its not like it's in Brazil. Why not drive over, take a look, request for a tour? It's your investment!

What is the harm of understanding your business properly before betting the farm on it? In fact, if you wanted to buy a new bungalow house, wouldn't you want to visit the developer showroom, see the showhouse, interview your friend who works with the developer?

Should investing 1 million in pieces of paper warrant the same kind of dedication and attention?

Operational Insider Info is very powerful. Sometime you don't need them to tell you much. All it takes is an elbow on the rib "things are working well, next year can be even better".

I have experienced it before. And I bet big and won 10 out of 10 times. Those are the days.... I missed it....

Meaning that you don't really have a proper analytical or theoretical framework to carry out successful investment. You are purely relying on insider information.

(meaning in the future I shouldn't give too much weightage to your comments when come to non QL stocks. Now at least I know where I stand)

Yes !!! So QL is about Insider Information

(Strictly speaking, those information is not really "Insider Information", because Insider Information is usually associated with specific corporate events. While in your case, it is information about the operation)

I am not trying to belittle you, as I too have benefited from such information before (now no more such privilege). So, the moment you mentioned it, I immediately understand the power of such info.

No wonder you keep buying QL.

That is why all this while I am not convinced by the arguments that your persistent investment in QL is because you have successfully identified its moat (until now I still don't believe it has moat).

Because no matter how I look at it, from whatever angle, I don't see hints of moat.

Great, now the mystery has been solved, and I can finally sleep well at night !!!

=======================================





Posted by (S = Qr) Philip > Feb 10, 2019 09:06 AM | Report Abuse

I was exposed to ql since 2003 when the company I worked at started doing work for QL frozen plant and palm oil refinery in tawau and kalimba tan Uber ql boilermech. I got to see their capex growth first hand, and the number of new boats they buy, new feedmills and processing plants they do. From 2005-2008 I started to monitor their annual report, I really liked what I saw. But that time since owing money to a lot of people from bad stock market decisions I doubt myself in buying. In 2009, the annual report still doing very good things. After 4 years of good governance I decide to go in, after I saw Dr chia new expansion plans for QL.

So in some way insider information. But I think I stay in the stock for far longer than most insiders, because I kept buying the same stock for 10 years now from 2009 until 2019.

Who knows if the results for this quarter is also good, and the company no nasty surprise, I will continue to buy.

15% per annum is for those managing tens of billions

For example John neff is regarded as one of the most successful investors and his average return 15% per annum

I can understand the need to be safe as really not easy to juggle tens of billions

But if you only have RM500k, then aiming for 15% by holding dinosaurs is stupid loh

My favourites :

(1) Sometimes waves of social proof and other dysfunctional heuristics create a significant gap between price and value. This does not happen often in areas within a person’s circle of competence, but it does happen. For some investors, spotting a gap like this happens only once or twice a year and that is just fine with them. In those instances these investors bet big and the rest of the time they do nothin

(2) The best returns accrue to investors who are patient and yet aggressive when they are offered an attractive price for an asset.

I posted my article, went out for steam tilapia

come back with 68 comments !!!

https://klse.i3investor.com/blogs/icon8888/192750.jsp

They target to sell 30,000 Aruz this year , right ?

Now after one month launch already 8,000

https://cdn1.i3investor.com/my/files/st88k/5258_BIMB/pt/HLG/5258_BIMB_HLG_2019-01-29_BUY_5.00_BIMB%20Holdings%20-%20Good%20Things%20Are%20Happening_-1344051909.pdf

You are welcome

Gongxifacai

https://m.youtube.com/watch?v=CwgAaUetoQk#fauxfullscreen

Bought warrants today at 13 sen

14 Sen nobody wants to buy

Now 24 Sen people rush in to buy

Nice

I am horrified by this stock

It has all the requisite ingredients to blow up spectacularly

I keep buying popcorns

Buy popcorns and wait

https://m.youtube.com/watch?v=v1cFRZIqmKQ#fauxfullscreen

Does it matter ?

I doubled my exposure

Maybe he is coming over ?

Quiet guys... don’t alert Uncle Koon... later he angry...

Added more

https://cdn1.i3investor.com/my/files/dfgs88n/2019/01/31/1509832573--1989443369.pdf

I bought some recently

Saw an Aruz on the street. Quite handsome. Should sell well.

i3lurker super amateurish. Makes few sen will quick quick run

I think is a young girl just graduated

For this coming quarter, all eyes on Vietnam

If Vietnam delivers, stock will fly despite pacific star 50 mil losses dragging down overall results

Don't be silly i3lurker