so many funds managers in Malaysia , so many CFAs.......

where are there in the shareholder list?


oh....fund managers in Malaysia all bodoh one meh?


its not fund managers I want to protect.....its all the uncles and aunties I want to protect...........

Posted by i3lurker > May 9, 2020 12:58 PM | Report Abuse

qqq3

everybody knows that only 80% of power generated is usable

and that IRR 12% is based on Capital Employed, they borrowed 75% so IRR is based on 25% only.

there is no need for you to keep on saying it.

the idea is that for Jaks to Pump up to RM18.00 per share, people need to believe in fake figures just like Heng Yuan
=========


but I cannot stand by and let OTB con the public..........

https://klse.i3investor.com/servlets/forum/600282416.jsp see my comments.

sslee....want to buy shares want to do all that? better don't buy.............

IPP with a lot of government guarantees on costs etc.....IRR 10-12% on capital employed very good already..........still want super profits?


That is possible with YTL and Mahathir in the 1990s.....

Those were ancient times..........U think Vietnam government so bodoh one meh?

look at how they handle the virus..........Vietnam bureaucrats not stupid one................

IPP with a lot of government guarantees on costs etc.....IRR 10-12% on capital employed very good already..........still want super profits?


go ask Icon to redo his calculations using 10-12% IRR on capital employed, he will get a some what accurate picture.....

project cost XXXX
less bank borrowings YYY
Capital employed ZZZ

IRR 12 % on capital....not project cost .....I think it is reasonable to assume 10-12% IRR on capital employed, not project costs.......

Jaks and their advisers has done thousands of hours on projections ...based on their projections Public Bank has stated the IPP will increase their NPV by 50 sen per share over 20 years period..............hahahahaha


Vietnam government is happy with that........

stockraider > May 9, 2020 11:57 AM | Report Abuse

Why people so excited leh ??

Agreement says Vietnam govt willing to give 12% pa gross return in terms of Dong....reasonable return but not exciting mah...!!
===============

IRR 12 % on capital....not project cost .....I think it is reasonable to assume 10-12% IRR on capital employed, not project costs.......

u think they are closing coal plants in US due to climate change meh??

In US, they are closing coal plants because of pure economics.....

One more thing...electricity tarifs in Vietnam is among the lowest in South East Asia. They need low electricity tarifs to encourage industrialization.


Now, with oil prices this low, coal has already become the most expensive form of energy world wide..........Back in 2010, coal was the cheapest form of electricity.

The world changed a lot since then...................coal plants are closing shop around the world...........In US , marginal cost of coal plants already higher than total costs of alternative energies...That is why US is closing coal plants left right and center...........

OTB,,...u stupid, those bureaucrats in Vietnam not stupid one.....They are very capable people.

there is the trouble with this OTB...never learns..........what is your track record with convoluted calculations in the past....OTB?

Heng Yuan? Lion Industry? many many others..........

Calculation
= 8,194 * 0.024 * 4.20 * 30% = RM 248 million.

=======
30% is RM 248 million.

Billion $ profits from a 1.2GW plant after depreciation and interest cost??


what is the total GW in Vietnam?


like that whole GDP of Vietnam is make up of power plants..........lol.


There is no way Vietnam will give out this kind of PPA.......

2 years money, ss?

Jaks may not survive in its present form....SCIB/ Kpower would be $ billion company......

cannot make from gloves no need to play stock market...........

cannot make from gloves no need to play stock market...........

pos long que

Pos long que

In Han China, pig meat more expensive than dog meat........Han China is when the saying became popular.

yes, SCIB and Kpower....Rights issue and pp is in the plans.......

also called hang pig head sell dog meat.

ed by Philip ( buy what you understand) > May 7, 2020 7:45 AM | Report Abuse


Instead of proactive, creative, etc etc, first and most important is to be rational.
============================================


with my stock picking skills, with my knowledge and experience, what I need now is just PROACTIVE, CONSISTENT, CONFIDENCE.........

that is my passport to success.

white cat black cat who cares

do not let ideology hand cuffs you.......

sslee.....make money is rational

lose money is irrational.....


what else u want to know?

superman can

more countries?

sure more countries.........India, Africa and Latin America just started on their virus journey........

SCIB and Kpower

don't play play.......it already wake up today......


as long as market good, will out perform everybody with high revenue and earnings.......

Since China is like a pretty girl but high character risk, people are looking for China ETFs......high demand for such products.

Hidup_Anwar > May 8, 2020 11:27 AM | Report Abuse

Only gloves good?
=======

only game in town.......

Posted by Philip ( buy what you understand) > May 6, 2020 8:50 AM | Report Abuse

Famous last words.

======

that means die already.....

did kyy abandon Comfort for Rubberex...........?

I have no idea but if he did, he has my condolence.....

did kyy abandon superman for Rubberex...........?

I have no idea but if he did, he has my condolence.....

did kyy abandon Comfort for Rubberex...........?

I have no idea but if he did, he has my condolence..........

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ Points to Remember
 The only way to accumulate wealth from the stock market is to invest in high-quality business (stock) and hold the same for the long run.
 You can’t make money consistently via any form of short term trading. (Intraday, Futures & Options, margin trade, etc.)
 Your broker, stock exchange, and government can only become rich from short-term trading.
 Don’t get tempted by fancy stories in the stock market.
 Don’t invest in stocks with borrowed money. It carries a significant amount of risk.


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


that is your perspective....not my perspective....


my perspective....supermax and comfort, 2 shares better than 1..........

Bursa is the kampong girl ......but kampong girl cukup lah for most of us............

if u are not Philip or Philip standard , don't play play in China stocks.

China stocks like pretty women who are very cunning .....not familiar don't do.

So many early China bulls, I wonder what happened to them....people like Jim Rogers.....


China is a pretty woman.........


..On China perspective.............In 1980, China economy one twentyth of USA, by 2030 China economy twice USA ( by purchasing power) and forms 30% of world economy, USA 15% and EU13%...............In 1820, China economy was 30% of world economy........


If u are not Philip, can u tame the pretty woman?

The bufalo approach is called the bottom up approach...and believe in America. Not often that he bothers too much about bulls and bears.

But he funny chap. He tells people bottom up approach don't work. That index funds better than bottom up approach for other people. funny or not?

leaving Wall Street...what has happened to Malaysian market........

First , there was a rebound in severely hit counters notably OG counters and Serba related ones......then when OG counters lost steam, Gloves became the only Game in town..........and roughly that is last 6 weeks of Bursa.........


my opinion...gloves still got legs.....and still the only game in town? What else if not gloves?

paralysis through analysis......every share/ every timing considering is subject to paralysis through analysis.........so what is rational/ irrational is not really about rational/ irrational , Its about half full or full empty?

rational/ irrational.....


what is rational/ irrational depends on what is put in the equation and what is taken out of the equation.........sometimes intentionally taken out.

SCIB and Kpower

earnings and revenue from zero to a lot is easier to do than matured companies maintaining their high earnings and revenue............lol......

pitiful industry.

rational, irrational

make money is rational, lose money is irrational.

at least from my perspective.

stock market is gambling and gambling is emotion......

stock market is mostly propaganda ( in time periods of less than 1 year)..........

student of marketing / propaganda should understand stock market better than maths students.........


how often is stock market rational over a short period of a few months.? not very often.

for proper investments u can only judge it after 2-3 years. That is the time line for scib and Kpower to have good revenue and earnings.


Most of the time, I don't have that kind of patience. But having Supermax and Comfort over the last 1 month is very rational too.


Investments without patience is irrational. But investments with a lot of patience but only losses to show for the patience is also irrational.

Posted by Philip ( buy what you understand) > May 7, 2020 7:45 AM | Report Abuse

Gamble on London biscuit again? Buy stocks without earnings and revenues?
=========

The time when I gambled on London Biscuit, it was a very rational gamble and paid off handsomely within a few days as the share doubled from 15 sen to 30 sen......


and buy SCIB and Kpower now very rational....no earnings and no revenue now but will have huge earnings and revenue in the future..This one, I clock it to investment. Not trading. ....but if can make 50% when rotational play comes around, I don't mind letting go one.....

y Philip ( buy what you understand) > May 4, 2020 9:59 AM | Report Abuse

Something I find really interesting, but I have never been able to do, is to anticipate when prices are becoming expensive ( I only know when it's cheap).

Something to look at is Berkshire cash position
=============


u started by saying the bufalo so smart always got cash at market bottoms...........That is the image he wants projected..........But, in fact, he where got so smart?


He uses his insurance companies to buy shares at the bottom.....insurance companies,, always plenty of liquid assets by law...........His insurance companies are his piggy banks.........

That is what his critics have been saying....but don't tell his fans...........



ps...I did not verify...he go verify lah......

so, is the buffalo really on cash or on borrowings?

there are 2 sets of accounts.... the consolidated group accounts and the company account. so..... go and find if your icon company account got margin or not....

.In 1980, China economy one twentyth of USA, by 2030 China economy twice USA ( by purchasing power) and forms 30% of world economy, USA 15% and EU13%...............In 1820, China economy was 30% of world economy.......

why I write all that?

because when fundamental changes are taking place...........every assumption also need re examination................

financial markets bullish, economy in free fall

traditional view is market is a discounting machine. Through the thousands of transactions, the market will find the truth......that is basis of operation for many generations of economists.

faith in market and faith in democracies go hand in hand.....both assumes the majority will find the correct path. The twin hall marks of America.


But it appears America got a broken democracy and a broken market. America democracy at a lost when faced with virus and financial market has no relation with a free falling economy., now and the next 12 months.

The financial market is on artificial support by FED and Congress and the link between market and economy has never been so broken..........so how?


All these are signs fundamental changes are taking place........and by 2030, China's economy will be twice that of USA ( in purchasing power basis).

buddy philips

your icon the bufalo got a lot of cash............so why are u in margin?