Too early to buy

From now until completion is still three years

In between this three years, plenty of chance to buy as there will be corrections

Thank you sifu, I have been waiting for your latest post

1.50 I happy already

I also chow already , cut loss and gave back some gain

I am old enough to remember Renong and UEM

Political connection once sour very leceh

Sayonara

Omni, forget about build brand image and get investment funds lah. You guys performance very solid. Just borrow from relatives and friends big time and make big money for yourself

"Being good at trading / investing" and "manage other people money" are inherently contradictory

Successful investor / trader manage own money also "jiak buoy liao" (eat until cannot finish), why want to waste time managing other people money for some small fee ?

See JJPTR ? Those young men are now in trouble

Might as well dedicate time to main sendiri, no stress no hassle no jail

Right or not ?

I not good with Facebook ... Come post tips in i3 lah... share share info make $ together... I set aside some money follow your call

I hope they know what they are doing

Very strong green house gas

Risk of underwater landslide after the solid hydrate is gassified and create vacuum underground

Once leak out we all go Holland

After I read the article, I realise there is no new info

here we go again... the cursing, the ill wishes, the attack...

then when people talks back, he get angry....

stockmanmy It was a logical conclusion that when both sales and stock were down, as at Sept 2016, the company was in contraction mode.
20/05/2017 09:18

Actually, nobody cares whether you and KYY like this stock or not

Stock price is driven by earning, stupid

As long as the company delivers, its price goes up

So many times you attacked my JHM at 45 Sen, so many times paperplane attackhed my geshen at 60 Sen. JHM is now 480, geshen 230.

Dogs bark, and the caravan moves on

manmy The company know what they are doing. They have been in business before KYY started flirting with Rose Chan

I am not bullshitting you. Just to show you I mean it : In my lionind article , I mention "the steel industry very complicated , and affected by many factors, impossible for us to predict earning exactly"

Basically, I acknowledge that due to lack of expertise and information, there is a limit on how much details we can get into.

the questions you raised are operational. We are shareholders (we are bosses !). We let them sort it out.

They know how to match sale and inventory, etc

Please stop attacking this stock just because KYY badmouthed it before. Be objective and acccept that KYY was wrong (he is very prone to be wrong ! Mind you. His earning model too crude)

Nevermind... I am out of here... Manmy is bad for my health... Everytime he surface, my blood pressure soars....

Ya... Very true.... The attitude... Let's be nice to each other... Don't everytime pull knife pull gun... Just chit chat chit chat lah.....

manmy last year just retired. What is the latest retirement age ? 65 ?

leoting said good time can last three years because of the tariff. This kind of environment is very conducive for re-rating. RM2.00 not impossible. Maybe by end 2018

KYY said Choo Bee prospect not good. But our fellow blogger leoting's analysis is more correct. Leoting said that it is true that property projects had slowed down, reducing demand for steel. But on the other hand, with imported steel now no more in the market, domestic producers suddenly end up with the other half of the market to enjoy. That alone is sufficient to keep them very busy.

I always said KYY's analysis is too crude and he always got it wrong when come to earning forecast.

our fellow blogger leoting's analysis is more correct. He said that it is true that property projects had slowed down, reducing demand for steel. But on the other hand, with imported steel now no more in the market, domestic producers suddenly end up with the other half of the market to enjoy. That alone is sufficient to keep them very busy.

I always said KYY's analysis is too crude and he always got it wrong when come to earning forecast.

Fantastic result

No exceptional items at all

I think is the boss of Ann Joo
-----------
speakup Tan Aing Joo there is brother of Robert Tan of IGB?
19/05/2017 09:55

sifu don't say like that. I learn from you a lot what stocks to pay attention to

X
Icon8888 This analyst very clever. In previous quarter, Lionind reported core EPS of 6.7 sen. This analyst predict 10 sen PER ANNUM. That is definitely achievable. She has her ass properly covered
19/05/2017 15:18

That is why blogger like me makes better analysis. i not scare of screwing up. I don't need to purposely tone down my earning forecast to cover my ass. As such my forecast is more honest

That is why I always say a good analyst should neither be too agressive jor too conservative. She should try to depict the true picture

Unfortunately, if your forecast so unattractive, many clients who are not familiar with the group will not buy. They will miss out the rally

This analyst very clever. In previous quarter, Lionind reported core EPS of 6.7 sen. This analyst predict 10 sen. That is definitely achievable. She has her ass properly covered

So how ? When should we sell ? I am holding warrants

RHB target price of 1.46 was based on full year EPS 10 sen.

If result better than that, analyst will upgrade target price

RM2.00 not impossible considering that good time can last for three years

King of the jungle

I got reports from every where

accounts with several brokers...

https://klse.i3investor.com/blogs/icon8888/123127.jsp

good morning leoting

my Lionind Buy call is significantly influenced by your blog articles

thank you for the invaluable insight provided

Huat ah....

That is all I have to say

RHB initiated coverage

We initiate coverage on Lion Industries with BUY and TP of MYR1.46 (40% upside), based on FY18F P/BV of 0.6x as we are positive on the group’s outlook. The recovery in steel ASPs, coupled with the reduction in global capacity, and the implementation of definitive safeguard duties for the next three years, are expected to turn things around for one of Malaysia’s largest long steel manufacturers. As it has sufficient capacity to increase output, we believe it would benefit from the expected increase in demand coming from various mega construction projects moving forward.

Target Price RM1.46

Excellent write up

安心豬肉可以買

https://klse.i3investor.com/blogs/icon8888/123100.jsp

In the annual report, it was mentioned that if product price too high, demand will come down (for example : roofing material).

As such, the manufacturers will have to absorb some of the cost

This is my understanding, not sure whether correct or not

paperplane yet to recover from MSC write off trauma

That is why everything he suspect writeoff

No wonder this year he ranked top 10...

..., from the bottom...

Borrow money to lease a boat to Petronas is ok

Borrow RM800 mil to build two pieces of junks that float on Indian ocean with no demand is a totally different story

if Koon sticks with OTB, he will make 59% so far in 2017 (5 months only)

but he choose to stick with a Bomoh Manmy that sells him Bomoh tricks called X factor

Now he really kena Xed LOL

I bought, analysed and found that the company sucks. So I sold them at almost same price. I mentioned that in this thread not too long ago


moneykj Ya la, Icon you enter at 0.58 when they announced the worst results. Can you explain?
17/05/2017 17:49

Borrowing will increase by RM800 mil when the two oil and gas liftboats are completed next year

No charter yet. And none is expected for many years to come as oil and gas sector continue to suffer

It will be two pieces of RM800 mil junk floating on Indian Ocean for bomoh manmy to sing and dance on

Bomoh manmy stop misleading your master with your bomoh X factor

Go back to fundamentals

Remind Koon his golden rule

Bomoh manmy stop misleading your master with your bodoh X factor

Go back to fundamentals

Remind Koon his golden rule

Factored in already ? No wonder people call you fake accountant

Construction of vessels are paid by milestone

the more they are completed the more Sendai needs to draw down loans to pay contractor

the two oil and gas liftboat cost USD180 mil (RM800 mil). They will be funded mostly by debts. This has not been factored in the balance sheets yet.

To make things worse, the ship have until now failed to secure charterers. So how are they going to service the debt ?

The is a ticking time bomb

OTB return 59% so far

My hero

PLP is like cocaine, it makes you high but destroy your health

If you want an adviser, choose one that is competent and truthful

Don't choose one that only PLP and whisper sweet words into your ears

One day, truth and facts will catch up and the bubble suddenly burst

Will be very painful

Last time OTB guided Koon by TA and FA. So all works well

This PLP guided him with some witchery called X Factor

I bought pop corn already

Last time with OTB, Koon count money until hand soft

Now switched to this PLP for advice, all he get is PLP

That is why made one mistake after another

This round big trouble loh