when oil comes down HRC will suffer more than Petron.....

HRC have to take higher price crude charge to cost of sales.

Petron suffers from stock losses.....but effect on HRC worse....better still , of course......don't buy HRC or Petron.



plane....

moral of the story...plane.....

low PE just as risky as any turnaround stock.

turnaround Sendai from 50 sen to $ 1.10

low PE Petron from $9 to $8.

moral of the story...plane.....

low PE just as risky as any turnaround stock.

turnaround Sendai from 50 sen to $ 1.10

low PE Petron from $9 to $8.

put it this way......stay at this price until next quarter report already very good.

rest of 2017, this company will do well.

very detailed report...still cannot stop people buy in > $9 , on low PE now below $8....still die already don't know why.

Felda or FGV?

there is a war there.

moral of story...easier to make money buying turn around stocks, sendai....than buying low PE stock.

from $9 drop to below $8 after they announce another 40 sen quarter.

moral of the story.....stock market not so simple.

no one need to worry for KYY....his Sendai already a lot of profits

no need 3 years...3 months more people will know the real worth of this gem.

its factory land in Subang already worth $ 400 million or $1 per share.

sendai recovery makes good case study.

Zak is not the solution.

short term cut cost is not the solution that is needed.

people do not remember Felda was a world beating organisation before it was listed.

lots of comments on Felda....

does not change the core issue.

Mas failed
Proton failed

Felda will also fail.

you believe Shell is an idiot company or not?

learn to be Rolls Royce investors

better than Proton Saga investors.

anyone seen trafic on Duke 2 since opening?


what I seen is ....practically zero.

the interactions between world news and successful investors is a subject far more interesting , far more rewarding than maths teacher.

not easy to teach or to learn....some calls it business sense. Or instincts.

but can starting the lesson using Sendai as case study.

Sendai rally shows how important improving earnings is to share price.

Successful investors have the killer instinct whenever such opportunities present itself.

Sendai rally shows how important improving earnings is to share price.

what sell down?

only in your imagination.

you forgot about YSP

probability...look at the dates Desa commented...those comments are spot on...........HRC and Petron drop more than 50% after Desa comments.

no, I not interested in Petron or HRC.....

many reasons for that, amongst which...too low PE never interest me...when you got a share too low PE, it is very likely you are buying a share at its cyclical high point in profits.

its just too obvious for my liking.

good attitude. I also buy some this morning. Don't care.
as long as enough reasons to buy....don't care about other people.




d by necro > Jun 13, 2017 08:47 PM | Report Abuse

buy for its value not bcoz other ppl buy...but if other ppl buy im also thank u lah...hahah

look at VS results.....VS goes to the moon already......while EG left behind , what happened?

icon

I think it is good ambitious young men learn how a maverick operates. How to have a chance at Rolls Royce, enough of math teacher that goes no where.

kc

you don't like word business sense? How about instinct?

How to develop killer instinct? Killer instinct to enable one to drive Rolls Royce.

learn by observing maverick.



.

people who lives in fear...calvin, maths teacher and kelvin, cannot develop good instincts.

calvin and maths teacher don't have good instincts.

take out the stock market profits from last period....not much left.


I call it bak kut teh profits.

Business sense...Jaks has the best location, coal coming from up stream by barge. coal mine being just up stream from plant.

and Jaks not even a pioneer.....US$ 2 billion for 1.2 GW plant is fair and normal, the agreements comes with adjustments for coal price fluctuations, just like YTL.

other US$ 2 billion plant already online and profitable.

it is national interest of Vietnam that Jaks succeeds and national electricity plan succeeds.

AMCham is American Chamber of Commerce....it is a biased group for promoting American interests.

Firstly...it is a US$ 1.87 1.2GW project....making it the lowest among the approved IPP project.


This is a 30%/70% JV (US$ 1.87 billion project) between Jaks and China Power Engineering Consulting Group Co Ltd (CPECC) for the BOT ( Build Operate Transfer) of 2 X 600 Megawatts Coal Powered Electricity Plant in Vietnam.

finally...the project is progressing well, according to plan and schedule.

kc

Jaks from $ 1.00 now, $ 1.50...
Sendai from 50 sen , now $ 1.08

ok...that is the past...

when Jaks crosses $ 2.00
Sendai crosses $1.50.......you retire? stop misleading ambitious young people?

kc

business sense is the ability to handle risk. Maths teacher cannot handle risk, better buy FD.

business sense knows why the bet, what is the bet, the odds, the rewards, the risk...maths teacher is like tikus, comes with the territory. ...but please don't buy Fibon.....there is no way to assess the risk of a listed company that only generates $1 million revenue a month...and don't even have any unique selling propositions.

84 years old maverick don't drive Rolls Royce because he is merely lucky, it lasted for decades, there is more than luck factor here.

There is some thing for ambitious young men to learn here.

and Felda don't even own the land....it is on a land lease agreement with very complex formula for future lease rental payments.

MAS fail
Proton fail

still believe Felda?

business sense means buy Sendai....new high on new troubles is sure buy.

business sense means buy Sendai....new high on new troubles is sure buy.

business sense means buy Jaks and buy Sendai................
re recent troubles with Saudi


we must understand Qatar is a creditor country, politically stable, little trade with its neigbors, main income from selling gas to Far East, Euro.

and Sendai can get more jobs as a percentage.

other plantation companies owns the land....the FGV has a land lease agreement and have not recognised all liabilities.

charles


since you never lost money before, it also suggest you never make money before.

at the PBT level 1Q 2017 is $ 32 million.....Rad has shown enough workings to indicate PBT of $ 78 million or even higher is well within reach...........except for the seasonally weaker Q2........


with revenue of > $1 bilion a quarter.....and looking at currency and oil movements this quarter,.....it can surprise everyone.

charles

jaks IPP is 1.2 GW, Mudajaya is .350 GW

which is business sense?

that is very good work....even if I don't understand every thing.

3 months target, 50 sen back in play.

ts MAS all over again.

we must understand Qatar is a creditor country, politically stable, little trade with its neigbors, main income from selling gas to Far East, Euro.

and Sendai can get more jobs as a percentage.

blockchain will grow and grow and become as big as social media is now.

charles

I got news that Jaks $2 is sooner rather than later.