deMusangking > Apr 1, 2019 12:14 PM | Report Abuse

my ahmoi is getting more beauteous!!!!!!
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Jaks offers far more than Ahmois.

Jaks vs Gkent..........I will say Jaks has far more certainty than Gkent.

one day, the IPP will be up and running.....what is the price of jaks then?


No one knows, but will not be less than $ 1........

$ 3? $ 4? $ 6? maybe.

ooi8888 > Apr 1, 2019 12:07 PM | Report Abuse

bro musang, you have how many free ahmois already?
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play share market for free ahmois, better don't play.

(Clark GKent) Philip > Apr 1, 2019 11:56 AM | Report Abuse

If I put it into business sense
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IPP are always built based on cash flows and strong agreements.

how many good ideas does a man need in a year?

actually not many.

KYY might not need to lose any money if he keeps it long term and for his Estate............... but KYY now changes tune and says he wanted a faster running horse......

there is a price to pay for abandoning a long term plan.

KYY might not need to lose any money if he keeps it long term and for his Estate.

out of 2000 bursa companies, which one got more certainty than Jaks?

(Clark GKent) Philip > Apr 1, 2019 11:36 AM | Report Abuse

You mean this precedent?

https://themalaysianreserve.com/2017/03/31/1mdbs-rm2-3b-power-plant-pu...
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depends who pays for it.

no one builds a US $2 billion thing and not knowing about it.....the IPP foots all the money.

Posted by (Clark GKent) Philip > Apr 1, 2019 11:36 AM | Report Abuse

You mean this precedent?

https://themalaysianreserve.com/2017/03/31/1mdbs-rm2-3b-power-plant-pu...
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depends who pays for it.

$ 2 billion project...not playing with sand.

IPPS are of national importance. No play play.

and Vietnam needs a lot more IPPs

y (Clark GKent) Philip > Apr 1, 2019 11:31 AM | Report Abuse

Not knowing how much the IPP will earn, how do you know they are fat to begin with?
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there are precedents.....and IPP are very strategic investments and huge.

no play play stuffs.

Gkent CEO Tan Kay Hock has a chequered past.

Posted by (Clark GKent) Philip > Apr 1, 2019 7:26 AM | Report Abuse

So now LGE award lrt3 contract to gkent revision at 11.8 billion last month feb 2019 is also because is LGE golf buddy? Its an open contract, only the companies doing proper job get the works.
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its more complicated than that. ...its not a fresh contract.

LeslieGoh > Apr 1, 2019 9:45 AM | Report Abuse

Very disappointed with current government, no see any action from them so far...
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what kind of action u want?


IRB slaps Najib with RM1.5b tax bill This is the kind of action promised and I wanted.

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.
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well, I got both.

Jaks for long term investors, enough certainties. ...more than 99.9% in Bursa. Just make sure keep for long term, got enough to make sure it is meaningful but not enough to cause stress.

For Armada its 1-2 months money 30 sens sure sell....when loan is refinanced, sure go up a few days.

osted by (Clark GKent) Philip > Apr 1, 2019 9:49 AM | Report Abuse

So your entire investing strategy is based around a company that is betting on 1 customer in the future
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IPP agreements are national affairs, of strategic importance to Vietnam,
IPP no need to reinvent the wheel, IPP agreements are well developed in both China and Vietnam.

LeslieGoh > Apr 1, 2019 9:45 AM | Report Abuse

Very disappointed with current government, no see any action from them so far...
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what kind of action u want?

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.
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well, I got both.

Jaks for long term investors, enough certainties. ...more than 99.9% in Bursa. Just make sure keep for long term, got enough to make sure it is meaningful but not enough to cause stress.

For Armada its 1-2 months money 30 sens sure sell....when loan is refinanced, sure go up a few days.

I do not believe ECRL will be a reality in the next 20 years.

and by the way, I think KYY is happy and satisfied with his stock market performance ..........

https://klse.i3investor.com/blogs/qqq3/200272.jsp

he started so many threads to talk same thing.


https://klse.i3investor.com/servlets/forum/600200301.jsp

eavenly PUNTER > Mar 31, 2019 5:39 PM | Report Abuse

Unker qqq3 it's not typical of course
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its very typical

y Mabel > Mar 30, 2019 7:26 PM | Report Abuse

BTW I read somewhere that there are about 2,700 O&G companies in Malaysia, mostly are SME. Only about 50 are listed in Bursa.
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U are correct. and if u see extraordinary margins, its not sustainable.

the life of a contractor.

One of the market darlings since listing , and all of a sudden, reports $ 40 million loss in last quarter.

That is typical for contractors, isn't ins't?

contrarian...buy low and buy after bad results is not for every company.

The issue is not whether u are confident. The issue is whether u know the directors and the company intimately. If u are outsider, its not worth it.

A safer portfolio is to take some Econ money and put into PChem and GKent.

your other counters, I got no comments. Harta and Serba are fund manager favorites.

good luck with econpile........35% some more.

lately all contractors had horrible margins. I don't call 35% Econ investments...........its rather risky. When it rains, it pours.

Gkent has tremendous possibilities and execution risks...Its one of those critical junctions.

Gkent has tremendous possibilities. Naim is a cyclical business.

Top Glove, QL, Yinson...they had explosive organic growth the last 10 years.

Gkent? Gkent is facing 2-3 quarters of disappointing results and a real test for its survival in new challenging environment , its probably feast or famine and whatever is currently in balance sheet is probably irrelevant in comparison.

a possible exceptional company in the list is Sam but its only 10%. That means if Sam doubles, your portfolio return is 10%.

4 sen share is not for anyone to analyse and comment............


4 sen shares are for hard core gamblers.

To my untrained eyes, it looks like a random selection of small caps of average prices, average valuations, average skills, average Bufalogy , average businesses to capture returns that Bursa may offer......The portfolio will do reasonably well, better than FD, if there is a small cap rally this year.

I know of someone who made a few million from the rebound of Myeg to present level. This guy is a Myeg specialist .


So, will this Gkent rebound like Myeg?

anyway, swimming is wonderful

the two are not exclusive.

nothing makes more sense that making sure every kampong boy knows how to swim. Basic swimming skills.

good analysts advise caution when it is the hottest thing in town, over promoted and over bought and encourage people to buy when there is no interest...............the rest up to customers themselves

what is certain is that on average, the schools are very lousy...the syllabus very lousy, the tests very lousy.

but lousy schools also produce street smart people....and it is these street smart people who became very productive later in life.

punter

our youth minister is home grown and he is from middle class family................

That shows Malaysian schools got hope.

for now its a rarity.....in 20 years time, hopefully more syed siddiq

by Heavenly PUNTER > Mar 29, 2019 4:42 PM | Report Abuse

rather than teaching them how to swim, should teach them to avoid dangerous places
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no use one. The more u tell people don't do this, the more they go do it.

KYY still promoting his Dayang to me .....but I take money and chow already.

I have no more OG stocks for some time already except for Armada which is my own pick.

y stockraider > Mar 29, 2019 5:00 PM | Report Abuse

U r naive loh...why kyy wants to tell u leh ??
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who cares about being naive as long as make money?