so they have one or two quarters that exceeded expectations and have stocked up heavily...but look at their comments and at world iron ore prices........there is nothing here except yo- yos.

very odd stocking policies, Sept Q ended with very low stocks and now they end this quarter with very high stocks....and they say they expect prices to soften.....weird company.

icon...their sales increased for 2 quarters, for whatever reason, against the grain...it is not about Leoting and megasteel.

read their comments and see their stock levels and recall how steel prices moved last 12 months....the emerging picture is one that is very odd.

what is there to comment.?

so I was wrong....But 30 sen price difference........hahhahahahaha.......shit...you get more than 30 sen price difference when you are right is the real game in town..................

Is this a sign of terminal cancer.? so sick that even the most beautiful girl cannot get an erection out of him.............................................

fu whey whey...nothing to do with you or kyy

forget OTB,..............My focus is on attacking value investors ofe the maths/ physics sorts without business sense. , and I will continue to do so...If OTB is collateral damage, that is not my concern.

Tan Sri Nathan holds 70% of Sendai...He has to be a miracle worker to built up the Sendai empire in 15 countries , 15,000 staff. ...involved in practically iconic project in Asia. (outside East Asia)..He is very hard working, and right now, very bullish about its prospects.

KYY is right to target Sendai.

that ks and that flying are best suited to be JJPTR members.

morons in short...beneath contempt.

flying

you are just a piece of shit.

not a single original thought in your being.

flying

the 3 musketeers cannot touch?

I purposely want to touch the 3 musketeers because it is more challenging to me.

FU....flying

what you know of me?

icon..you and that kc and your dog, the ks.............

you better rein them in and stop calling me fake accountant.

and by the way, what happens between me and KYY is none of your business.

I find this forum has paid too much respect to value investors kc and otb...thus skewing this forum into a forum for zombies and value investors. ...all the warren buffalo wannabes and their margin of safety.

If everybody wants strong Balance Sheet and low PE.....when strong Balance sheets and low PEs exists, what you call those? I call them, left overs, ...like wall flowers in a dancing party.

icon

It is easier to buy earlier ...on anticipation of more normalised q resuts. when the stock was thrashed down on bad resluts.

My message in this forum has been consistent. Successful investors have to look outside value investors hat / framework....and look for turnaround situations after bad results....just like Sendai and Jaks.

a good effort.
now...what is the X factor? why buy?

from a low PE stock, it has become a high PE stock due to disappointing results in preceding quarters. This quarter, the results more normalised and as you say, anticipated by the market.

very good financial analysis.....the X factor, if there is one is the new capital investments and expansions. But it is difficult to bet without more information....lets see what the analysts say.

ideally, it will be like KESM, isn't it? small cap and suddenly found favor in the new plans.

so ckeoky

how is your stock market for dummies?

you are very wrong....I am like a Buddha, nothing harms me.

d by cheoky > May 19, 2017 12:04 AM | Report Abuse

Paisei.

you talking nonsense again icon....
I don't lie, never have to lie.
and yes, I enjoy challenges....and stretching the imagination of the droids and sleep walking people.

and what happens between me and KYY is none of your business.





by Icon8818 > May 18, 2017 11:59 PM | Report Abuse

because you lie
you belittle others
you make unsubstantiated claims
what right u have to ask why?
stray dog

cheoky

why you and everybody attack me?

want you want from me?

I got no bones for you.

here comes cheoky

good

the more the merrier.

so what you want, cheoky?

ks

you see I can never be disappointed because I have no expectations.....

I sure not selling any thing to anybody. Too stressful to be salesman at my age.

ks

what bone size OTB gave you?

Genting you bet on random events. They call it gambling
Stock market you place a bet if you know what and why you bet.

it is still early yet for KYY.

no buy Sendai and Jaks? well...you don't have to buy...nobody forces you to buy.

huikong > May 18, 2017 11:17 PM | Report Abuse

of course I no buy sendai and jak

so how much you lost on Jaks and Sendai, tell me.....can I help you?

huikong > May 18, 2017 10:58 PM | Report Abuse

If u remember kyy buy sendai at price above 0.9, you should think whether should follow him or not. JAKS after he have no money buy, now continue down.

ks


why you so irritating?

I forgot...OTB just gave you a bone.

BTW, that is why JAKS is going south these days. Wait for the surprise in coming qtr result announcement soon....and you get rewarded if you are right.

Strong Balance Sheet Low PE, value investors dream stock.

but if you decide to buy, what are you betting on?

ks

The world don't end if your children study in Sunway and Monash.
It only ends if you are so involved in face and doing the Jones stuffs. In fact university years are very good years to be with the children. So much joy and pleasure and challenges during those years.

you got to search harder than

Posted by probability > May 18, 2017 08:16 PM | Report Abuse

stockman..have u managed to detect the x-factor in mudajaya...

I am just telling you to think positive. Why you always think so negative as if the whole world is going to end?
To be a successful investor and CEO , there is this thing called skeptical optimistic. Must have a healthy skepticism as well as an optimistic outlook.

Or are you such an emotional mess like OTB and his momentum trading?...OTB is such an emotional mess that every other of his post must be accompanied by his monopoly money portfolio. I believe he just want to show he got Gkent.


by ks55 > May 18, 2017 08:06 PM | Report Abuse

Posted by stockmanmy > May 18, 2017 04:19 PM | Report Abuse

Charles

I got nothing to do with KYY choice of Jaks and Sendai....who am I after all?

But, the choice of Jaks and Sendai is very educational and very enlightening with what to do with the stock market . Do the homework, place a bet and know what and why the bet ...this is the gist of being a successful investor.

probability

Looks like your lazy bones got no intellect to examine the foundation of stock market for dummies?

Actually stock market very easy one. The economic function of the stock market is for risk seekers to take risk and be rewarded when proven right later.
Since Warren Buffalo is so popular and everybody in the forum wants to be a value investor and if everybody wants strong Balance Sheet and low PE and if strong Balance Sheet and low PE is still available, what do you call these?
We call them left overs. You know? Like the wall flowers in a dance party.
Actually stock market very easy one. It is humans who make them complicated. To be successful in the stock market, you make a bet. Know what and why you take the bet and be rewarded when right.

Treating the stock market like a maths / physics problem to be solved is for engineers. Engineers love doing that, don't they?



charles....what say you?


How is your stock market for dummies?

as a Malaysian, we hope Tan Sri succeeds. As no one else has built a truly multi national operating 15 countries, 15,000 staffs. Some one should write a biography of his achievements. He has a hand in every iconic building in Asia ...2012 to 2014 , orders keep declining.....2015 todate, the company is rebuilding , some legacy problems last year and write offs.


Its a journey for Tan Sri and about to harvest.

Look at Uber , look at Amazon, losses for many years while building a company. same here.

Genuine investors learn long long time ago to look for X factors.


..
stockmanthekoonman > May 18, 2017 04:51 PM | Report Abuse

You got business sense. You feel Sendai has huge future potential.

Problem is Sendai management has no business acumen. Winning contracts does not equal making money. Its a money burning machine.

brainwashed droids like ks ...

can you make money one ah if cannot have independent thoughts?

200 million shares day all gone.

ks


there are 2 kinds of seminars....the JJPTR / direct selling seminars and the value investor seminars.....both are intended for slaves.

stockmarket success comes to those who know what and why they are betting.

you silly boy
every CEO in town has a margin account.
no margin account, no need to be CEO already


Posted by ks55 > May 18, 2017 03:56 PM | Report Abuse

Can you understand Mandarin ?

It means if you use OPM, you are going to commit suicide..........

you kidding me
great investors buy because they have a bet....KYY bets Sendai future is brighter than its recent past.....there is no determination yet.

I am buying more.


steveooikp > May 18, 2017 04:02 PM | Report Abuse

kyy still not dispose.

ks


if everybody buys strong Balance Sheets and low PE and you still have strong Balance Sheets and low PEs.....


what are these?

These we call left overs.....the wall flowers in a dance party.

ks

I tell you who dies

those who pretends to be value investors they die.

professional X factor traders don't die

they got X power.

ks


don't be silly...you die many many times already no dent to KYY and stockmanmy.

190000 shares done 370 trades


these are small traders trading with fear.

emotional buying of aeoncr last 2 days will get punished.

does OTB stand for stock market for dummies?

you ask properly I answer you.

CharlesT > May 18, 2017 03:30 PM | Report Abuse

Stockman, yr Master still alright or not?

you think stock market for dummies is good meh?


ks55 > May 18, 2017 03:27 PM | Report Abuse

One more down turn, fake accountant will vanish in thin air.........

This forum think OTB is good.

I really don't think so.

I mean how can someone who approaches stock market with a set of fixed formulas be any good?


sounds so much like stock market for dummies.

ks

but why you so dumb one?

You across as very very dumb.

and who is this ks? Looks very dumb to me.

why you so dumb one, ks?

kelvin61

you judge people as if others are like you buying 1 or 2 lots.

KYY buys by the millions and over months. As long as the share up, I know he will buy. Marginal cost is little with little effect on his average cost but huge improvement to his margin account.

What you see is only the proverbial tip of the iceberg.

icon


if you ask KYY whether he is happy with his stock market performance 2017, he will honestly tell you he is happy, very happy ...and nothing to do with stockman.