Thanks murali. I know u r giving the advice out of good faith. You always treat me as friend.
This whole issue is very complicated.
But I will response with very simple answer - Forum members make their own decisions. My role is to furnish the info. As long as I don't (1) pump and dump and (2) mislead or misrepresent, I shouldn't worry too much about other things.
The last thing I want to do is to try to figure out what is good or bad for forum members. Every time I tried to do that, I will be proven wrong. The market is much much wiser than me.
This is the nature of capitalism. Let the energy run, don't contain it. The market will decide the winners and losers.
Anyway, I am not supposed to ensure that I am 100% faultless and everybody loves me everyday. Only God is supposed to be loved by everybody everyday, not me.
I expect in certain period, my work will be appreciated, but when things turned sour, somebody will lash out at me.
My main task is to keep good quality for what I write. The rest I should't worry too much. People can love me can hate me, there is nothing I can do about it.
Don't worry too much about public perception. Just do what you think is right. That is life.
Icon8888, The last thing I want to do is to try to figure out what is good or bad for forum members. Every time I tried to do that, I will be proven wrong. The market is much much wiser than me. .......... My main task is to keep good quality for what I write. The rest I should't worry too much. People can love me can hate me, there is nothing I can do about it.
Don't worry too much about public perception. Just do what you think is right. That is life.
Yes Mr Icon8888. This is life. I don't hate you but hope you will keep writing. You remember the old man and a boy's story? You can't please everybody. There will always be critics around. There are nuts too. But, just keep doing what you feel happy and move on with time. Your writing does not offend anyone but expresses your opinion of what you see through your own eyes. It's OK with me. Keep it up.
What I am doing is very simple - I churn out one stock after another without any emotion
Who make money who lose money, when they make it, how they make it, are all beyond my control. My mission is to build up a knowledge base for everybody to enjoy. What is the meaning of having a forum whereby everybody just come in and talk nonsense ?
My articles are there for everybody to read. They might not find them useful now, but they might find them useful in some other days.
Ensuring people make money / don't lose a lot of money is the task of people like sifu OTB (who I respect a lot). Not me.
My task is different - I build a database. That is all I do.
Forum members need to have the maturity to decide how to make use of those information. I can't decide for them.
this Caely is a very interesting case study for a smallish company in development business as well as manufacturing. How to do a fair valuation? The people who knows are not involved in the buying and selling. The people who buys and sells, don't know and don't care. Note 8 to the latest results offers a way forward. About $40 m of the net assets are in property development . About $ 30 m of the net assets are in manufacturing.
A rough estimate is to give a PE of 6 to 7 for the manufacturing operations..valuing it at $36m to $42 .it cannot justify a higher PE because it is too small, too uncertain and too high beta. For the property division, there is no way to do a proper valuation because its contribution and activity seems to have collapsed from last year and no way to tell what its future will be.
Why don't you have a relook and do a rough fair valuation?
and not just do an article to tempt speculators with sensational headlines.
Posted by kancs3118 > Jan 26, 2016 12:40 PM | Report Abuse
Icon8888, you got wear the bra before or not??? :-) Nice and comfy arrr???? What cup arrr??? Need to wear lohh..if not, at this age, got sagging one.... :-) :-) :-) :-) :-) :-) :-) :-) :-)
my article already lay out all the details. It is very clear from the table that they derived certain earnings from construction and property. I have been very transparent
it is a habit for me NOT to ascribe fair value. Only in certain cases I do that. The reason very simple - whoever that give fair value usually get scolded when things don't work out well. I don't want to expose myself to all that kind of nonsenses
Desa20201956 this Caely is a very interesting case study for a smallish company in development business as well as manufacturing. How to do a fair valuation? The people who knows are not involved in the buying and selling. The people who buys and sells, don't know and don't care. Note 8 to the latest results offers a way forward. About $40 m of the net assets are in property development . About $ 30 m of the net assets are in manufacturing.
A rough estimate is to give a PE of 6 to 7 for the manufacturing operations..valuing it at $36m to $42 .it cannot justify a higher PE because it is too small, too uncertain and too high beta. For the property division, there is no way to do a proper valuation because its contribution and activity seems to have collapsed from last year and no way to tell what its future will be.
Why don't you have a relook and do a rough fair valuation?
and not just do an article to tempt speculators with sensational headlines. 26/01/2016 12:33
haha pity you suddenly got many haters today, probably same guy with multiple accounts.
I think you should not make article just to justify these kind of people. They may not understand why people sharing opinion and how to appreciate other people hard works here. You are doing fine:). just ignore. sometime ignorance is bilss.
Hi Icon, just to show my appreciation to your unselfish works, not like that moron who claim to manage billion dollars fund but contribute nothing, Keep it up man. Thanks
to say the truth... last time, i buy GOB - then, i lose money... but i never blame anyone for that....NEVER (x1Million)
you know why? we are all adults here....no one forced anyone to buy anything... i normally used Icon's articles (or other bloggers punya articles like Superman/ Apini/ etc) as a spring board to further my own research... if the company is no good - then, don't buy lor... if the company is good but too expensive, don't buy lor...just wait until Mr. Market give a good discount....
Anyway - thanks to Icon8888, i found Gadang and load up the truck on it... NOw, Gadang more than makes up for my losses in GOB...and i mean alot more....and then, going to huat like crazy once Gadang exceeds RM3.
Bottom line... Don't blame anyone for anything... Your own money - you decide lor....
Also, show some gratitude... thank other people (like Icon8888) who gives us leads... Without them, we totally have no leads....lagi teruk kan? We all working from 8am to 8pm...where got time to find leads????? Work on those leads and create a basis whether to invest or not.... Good or bad..we decide ourselves. Right or not?
Ya. WWeall are adults here. Responsible for your own actions. My2cents. Don't follow blindly as icon picking stocks mostly for speculators or have to say too many speculators take the advantage to flip.... so don't follow blindly.
Not all the information provided inside article are correct. Pls verify yourself before follow blindly. To clarify here I'm neutral. Not against anyone here
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
saltedfish
3,282 posts
Posted by saltedfish > 2016-01-25 23:30 | Report Abuse
Copy and paste....