warchest

warchest | Joined since 2015-04-23

Investing Experience Advanced
Risk Profile Moderate

i'm nibbling now because of its value

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User Comments
Stock

2018-08-07 12:42 | Report Abuse

another con job warrants

Stock

2018-08-07 12:42 | Report Abuse

Dec 18 expired. Already as good as expired

Stock

2018-08-02 16:02 | Report Abuse

KYY and his wife have much larger holdings than the founder at approx. 9%. 2 times of cash-call. RM50 mill of performance bond. Property business in loss-making. Vietnam power plant business profitable due to accounting but cash flow? Outflow but no inflow till completion which will take years. All these what they tell u! Judge, judge

Stock

2018-07-27 11:09 | Report Abuse

@sosfinance - When u consider the repayments of the borrowings in the future basically the current EBITDA is not sufficient. The repayments will come later depends on how the terms negotiated in their loan facilities. EBITDA of RM100-RM120 mill for now is merely a projection but it will change from time to time. We need to take account of rising staff cost (incl. high directors packages in relative to the profitability). In summary, we need to consider few factors (i) whether they can achieve the profitability and cashflow that they projected (ii) future repayments of the loans (iii) how they can contain the rising staff cost. So far, these cause some worries. Hopefully, they can do something about these

Stock

2018-07-27 10:52 | Report Abuse

But OCK is not Alibaba, Amazon or Google. Investors willing to throw money to these founders these companies even is just ideas. Just ask any investors outside and u will know.

Stock

2018-07-27 10:51 | Report Abuse

@VF Trader - Not that CMY didn't want to invest in Alibaba but because it was not his core expertise investing in companies like Alibaba. Khazanah has a big team evaluating many corporate proposals for startups / tech companies at the same time. Khazanah invested at later stage because they finally saw the traction and profitability from the Alibaba's business model.

Stock

2018-07-26 18:09 | Report Abuse

what is the point of seeing EBITDA if the financing cost is freaking costly.

Stock

2018-07-26 18:07 | Report Abuse

I went and asked the fund managers during the dinner time. When i quoted OCK to them, they said don't like because this Company basically just burning money. Growth is good but profitability and cashflow is a must. The founder of this Company basically because of his ego just wanted to spend like nobody business

Stock

2018-07-24 14:54 | Report Abuse

saddest counter in bursa. market up but didn't go up at all

Stock

2018-07-24 10:15 | Report Abuse

Don't see current price as indicator. it looks like discount if u buy OR but this is a trap. See Bornoil u will know. Similiar Sabahan company

Stock

2018-07-17 13:43 | Report Abuse

Financing structure also different from company to company. OCK squeezed alot money from its shareholders

Stock

2018-07-17 13:42 | Report Abuse

words of advise, perhaps should compare to those similiar size to OCK. OCK is an infact compared to those peers

News & Blogs

2018-06-25 13:26 | Report Abuse

We are happy that PH won. But now all about economic competitiveness.

News & Blogs

2018-06-25 13:26 | Report Abuse

I support whistle-blowing and transparency. But there are always much better way to handle this situation. Many countries also have their own issues some far bigger than Malaysia. But the question, do they have to tell the whole world that "we are in deep shit" and till now we haven't had any solutions to solve? In fact as a FM, we should picture a more positive views and that we can solved the issues. Main important, to balance the transparency and economic competitiveness. Mentality need to be changed. PH no longer an opposition, they are the government. How to restore confidence from Rakyat and the World should be the main priority.

News & Blogs

2018-06-25 11:55 | Report Abuse

Agreed on this. As FM, your duty should be solved the issues rather than telling the whole world you are in trouble. Your day-to-day job are to manage the finance matters. U can get involved but not the main task. No leader in the world will keep telling that you are having trouble. As FM (similiar to the CFO of listed companies), you should settled rather than creating more issues and telling the whole world. Need a balance on this

Stock

2018-06-14 17:23 | Report Abuse

LIMIT DOWN LIMIT DOWN. SOS SOS

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2018-06-14 17:22 | Report Abuse

Reference is made to the announcements dated 21 February 2018, 13 April 2018, 18 May 2018 and 25 May 2018 in relation to the Potential Offer (“Announcements”). Unless otherwise stated, the words and abbreviations used herein shall have the same meaning as defined in the Announcements.

On behalf of the Board of KHB, AmInvestment Bank Berhad wishes to announce that KHB has been informed by its Executive Director/Chief Executive Officer and the controlling shareholder, Datuk Lim Nyuk Sang @ Freddy Lim that Hap Seng Plantations Holdings Berhad had decided to terminate the respective conditional share sale agreements with him and Santraprise Sdn Bhd. Accordingly, the Offer will not materialise.

Stock

2018-06-14 17:22 | Report Abuse

Limit down limit down

Stock

2018-06-07 13:39 | Report Abuse

sometimes is better to be silent, than be a fool if u have nothing good to say

Stock

2018-06-06 13:34 | Report Abuse

Halite is a Venus ! But she got her point

Stock

2018-06-05 15:56 | Report Abuse

One thing about Lim Kang Hoo, he got the brain. If everyone know about his history, he was the architect for Iskandar in Johor. And u see his master plan in KL, it was quite brilliant

Stock

2018-06-05 13:45 | Report Abuse

Extracted from KL City Plan 2020 - Debris in the rivers is also a serious problem caused principally by the indiscriminate dumping of solid waste from squatter settlements along the riverbanks. The direct discharge of domestic wastewater into the rivers still occurs in some areas, further adding to the rivers’ pollution problems. As recorded in the Malaysia Environmental Quality Reports of 2000, Water Quality Index (WQI) showed that water quality for Sungai Klang and Sungai Gombak is still polluted (WQI Class III 51.9- 76.5) which requires extensive treatment .

Stock

2018-06-05 13:41 | Report Abuse

My view, if u see the development of the DBKL's news. Most likely the River of Life proj ect will still be continued. they are waiting to gazette the KL City Plan 2020 which highlighted major issues in our current river - http://www.dbkl.gov.my/pskl2020/english/environment/index.htm

Stock

2018-06-05 13:38 | Report Abuse

Halite ! U definitely got attitude. You can't tell how strong she is until you put her in hot water

Stock

2018-06-05 10:27 | Report Abuse

How can buy Gkent better than ekovest ! George kent not even a rail specialist

Stock

2018-06-05 09:10 | Report Abuse

those promoters of OCK now all died off already

Stock

2018-05-28 17:07 | Report Abuse

The Forest Management Unit 5 (FMU5) in Sabah has been valued at RM433.8 million, according to Priceworth International Bhd, significantly more than the RM260 million price it is paying for the acquisition of FMU 5 Timber Concession involving a net concession area of 88,920 hectares. This transaction was agreed between Musa Aman and the owner of Priceworth. Since Musa Aman already escaped to UK most likely the deal will be aborted or the price will be revised. Anyway, will not be positive to this Company

Stock

2018-05-16 09:43 | Report Abuse

if u want fast money, go for forex trading. Is damn exciting or probably crytocurrencies

Stock

2018-05-16 09:41 | Report Abuse

If few months to a year, is called an investment than you shouldn't invest. If losing money can make you have a sleep nights, i think you shouldn't be in the equity market. Just put in the FD and let the inflation kills u

Stock

2018-05-16 09:39 | Report Abuse

On Duke 2A, many think will be aborted by all depends on how good is LKH to negotiate with government. But for sure, there are many reasons for gov to approve Duke2A because it is good to the citizens and is a private initiative. With this, u will have the most efficient integrated highways in the whole Malaysia. At cost of RM2.50, is won't burden the Rakyat. Many current tolls even short distance are rather expensive, which i think if government want to takeover, that will the first

Stock

2018-05-16 09:34 | Report Abuse

What the new government doing is to make the budget allocation more efficient as possible as the reduce the wastage and mismanagement. Duke Highways to be frank is a private initiatives and financed via Sukuk and nothing to do with government. At the same time, if you understand and use before Duke Highways, it is the more efficient with a flat rate of RM2.50 no matter how far you go. it will reduce much of the congestion in the KL City.

On ROL, you don't think federal government understand how important to have clean rivers. Many NGOs are lobbying for it for many years. We staying in KL City also want KL to be a world class city and attract many foreigners to come to KL. and it is already reached quite an advance stage of cleaning and beautifying and is stupid to abort at this stage. Government will not abort this deal for sure

Stock

2018-05-15 09:44 | Report Abuse

betrayal counter. hopefully will go down to RM1

Stock

2018-05-13 14:05 | Report Abuse

This counter no hope anymore. Choose opposition got killed by BN, now support BN will get kill by PH. Stanley is like a lalang, hopeless

Stock

2018-05-12 13:34 | Report Abuse

Gap down on Monday. FMU 5 concession related to Musa Aman and the boss of this counter related to UMNO and Musa. And Shafie going to be the next CM of Sabah. FMU ongoing but will be aborted

Stock

2018-05-12 12:54 | Report Abuse

PH let's punish Stanley by selling down on Supermax

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2018-05-12 12:53 | Report Abuse

And investigation on Stanley will resume

Stock

2018-05-12 12:51 | Report Abuse

This counter with betrayal and will go off like the previous PM. PH u know what to do with this counter. Show stanley who is the boss

Stock

2018-05-12 12:50 | Report Abuse

Supermax will have strong downtrend RM2

Stock

2018-05-05 13:06 | Report Abuse

Hopefully management will do something to alleviate the concerns on the high debts. EBITDA is there but there need to grow the cash flow faster than rising debts level

Stock

2018-05-02 12:00 |

Post removed.Why?

Stock

2018-05-02 09:09 | Report Abuse

To be fair SOS may promoted at from 40 cents but is up to us to decide whether to buy at which price point. At 40 cents no, 35 cents no, 30 cents no... but at level around 20 cents is a good level. I bought at around 18-18.5 because i think i'm starting to see a value for investment purpose. Anyway, another point to note is SOS even thought is financially savvy but he is not an industry expert so his view merely from his point of view. Accept or not depends on us.

Stock

2018-04-30 17:05 | Report Abuse

We are mature person, able to make a wise decision. Investment is an adult decision. Don't like this counter, is better to others.

Stock

2018-04-30 17:03 | Report Abuse

Investment is a personal decision, not everyone like Borneo and its business model. Neuwook likes this but not others. But why use personal remarks on someone just because you don't like the counter.

Stock

2018-04-24 17:15 | Report Abuse

mieco, syf all con jobs

Stock

2018-04-24 17:14 | Report Abuse

better close shop

Stock

2018-04-23 11:39 | Report Abuse

Warrants are mainly retailers play and subject to manipulation.

Stock

2018-04-23 11:38 | Report Abuse

Yes, Invest. Institutional fund managers based on their mandates are not allowed to buy warrants. If there are holdings by them, it is because those warrants were issued to them as part of the corporate proposals.

Stock

2018-04-23 09:33 | Report Abuse

This time not the call warrants issuers. Is the industry - Apple. It will have a spillover to those in the supply global chain like Inari

Stock

2018-04-22 19:38 | Report Abuse

Especially with the ruling that u can short on the counter. This will add wound to this counter