Posted by xiaoeh > 1 month ago | Report Abuse

Dear TheContrarian sifu
can share with us your stock selection criteria...?
it seems TheContrarian sifu always correctly time the market and it is not by chance from my observation....

Posted by TheContrarian > 1 month ago | Report Abuse

Usually I ensure my stock selection is trading at a wide discount as a safety margin, has huge net cash position, profitable operations and price hasn't moved much.

Posted by speakup > 1 month ago | Report Abuse

U want margin of safety, take a look at Kps. Privatisation candidate

Posted by xiaoeh > 1 month ago | Report Abuse

Posted by TheContrarian > 1 hour ago | Report Abuse
Usually I ensure my stock selection is trading at a wide discount as a safety margin, has huge net cash position, profitable operations and price hasn't moved much.

Noted and Thanks TheContrarian sifu

Posted by TheContrarian > 1 month ago | Report Abuse

Also have some KPS but the stock can't move.

Posted by cheated > 1 month ago | Report Abuse

If KPS can't move so Insas can move? Move to where?

TheContrarian

Also have some KPS but the stock can't move.

19 hours ago

Posted by Sslee > 1 month ago | Report Abuse

Go, go, go Jayatiasa .... oops, wrong forum.

Posted by Income > 1 month ago | Report Abuse

Blue chip here. Buying ker?

Posted by Tatooine > 1 month ago | Report Abuse

Omest and microlink record lows. Morale is also record low, caught up with staff and after such a long time of bad management the end is near. Historically they woukd just raise or get more money from thong but now nothing left to secure debt against. What is secured not enough to cover debts so insas will have to write off a lot… not sure how big exposure is but all omesti, microlink , hohup etc will be worthless

Posted by Income > 1 month ago | Report Abuse

Just buy little bit no harm

Posted by Tatooine > 1 month ago | Report Abuse

Another resignation as director of microlink.. Danny Thong jumping ship !!!

Posted by Tatooine > 1 month ago | Report Abuse

Thong and insas board terrible management all now very publicly in freefall. Microlink 16.5 c (they wanted to raise cash at 28c 2 months ago..) omesti 12.5 c . Biggest issue is losing companies have no cash left and cant raise more.

Posted by chamlo > 1 month ago | Report Abuse

Inari drop is it because Insas selling? Why no effect on Insas?

Posted by Sslee > 1 month ago | Report Abuse

Insas cash hoard is now over a billion. How to drop?

Posted by Sslee > 1 month ago | Report Abuse

By the way omesti is one of the financial assets mark to market value every quarter.

Posted by Sslee > 1 month ago | Report Abuse

Inari is associate company of insas. The holding cost of Inari is equity accounting and everytime Insas sold Inari will report big disposal gain and more cash hoard.

Posted by Tatooine > 1 month ago | Report Abuse

@sslee insas just sells to associate company to just do paper gain to cover losses. No new cash … its just loophole accounting

Posted by Tatooine > 1 month ago | Report Abuse

No one cares how big insas cash hoard is as shareholders will never see it. It is why insas share price such a discount . It says what the market thinks of thong and insas’s collapsing investments

Posted by Sslee > 1 month ago | Report Abuse

I do care how big Insas cash hoard is otherwise I would not had invested in Insas if not for the cash hoard.

Posted by Tatooine > 1 month ago | Report Abuse

Understand but thong will not give it out, wong was never suppose to be ceo but hing failed to take private as he had stepped down to distance himself. He will just do what ever thong says. The rest of the board are useless and the supposed independent directors are a joke. This agm there answerers will be written by a lawyer as they know the directors are very exposed. With all the failed investments how to say they are a long term investment company. All BS

Posted by Income > 1 month ago | Report Abuse

Thong Sam Pah。 I sum it all here.

Posted by Tatooine > 1 month ago | Report Abuse

So many people happy thong has screwed up. I have been in meetings with him and he uses insas money and power to belittle and attack people. It is why he is so divisive in any company and they usually fail as he makes them toxic. Now they are all smiling as everyone sees how publicly he has destroyed companies.

Posted by TheContrarian > 1 month ago | Report Abuse

Someone stuck at high entry price in Insas?

Posted by TheContrarian > 1 month ago | Report Abuse

One day Ah Thong will make us rich.

Posted by TheContrarian > 1 month ago | Report Abuse

As at today I hold zero Insas share and zero Insas warrant.

Posted by MakeMoneyAllHappy > 1 month ago | Report Abuse

I have been warning since last year that Insas is a value trap, as the major shareholders seem indifferent to minority interests. For a supposedly asset-rich and cash-rich company to issue a cash call in 2020 is already a significant red flag.

Posted by Tatooine > 1 month ago | Report Abuse

Luckily I sold most so little exposure

Posted by TheContrarian > 1 month ago | Report Abuse

Hahaha, people are so funny. 🤣🤣🤣

Posted by Tatooine > 1 month ago | Report Abuse

Omesti 10.5 c
Microlink 16.5
M&A 29

All time lows …

Posted by Tatooine > 1 month ago | Report Abuse

Hohup 14c

Posted by TheContrarian > 1 month ago | Report Abuse

Insas boh chow seeeeeeeeeeeeeeeeeeee.

Posted by BLee > 1 month ago | Report Abuse

“MakeMoneyAllHappy > I have been warning since last year that Insas is a value trap,... issue a cash call in 2020 is already a significant red flag.”

Yes, MakeMoneyAllHappy, me inclusive. The topic of ‘Insas is a value trap’; depends on looking at which angle. Let me give my angle.
My average investment of Insas at around RM0.575 to RM0.668 years back (snapshot of Detail 1: My average price with 2 Trading House; shown in my discussion link: https://klse.i3investor.com/web/blog/detail/BLeeInsas/2024-02-26-story-h-187561002-Insas_Is_it_a_value_trap )

If calculate w.r.t. initial investment value and dividend of 2.5 sen; the returns are better compared to the present bank FD rate!! The share price has almost doubled; will it be considered a ‘value trap’? Furthermore, I have sold 80% of my holding together with Offer Rights (Insas-OR) during the 3rd Feb.,2021 Right Issue; the remaining 20% at zero cost. Only a ‘value trap’ if compare w.r.t. NTA which I think none of us invested at this price…

As for the cash call, it is RPS with a coupon 3.8% rate and free warrants to replace previous cash calls. Those who subscribe for this cash call still MakeMoneyAllHappy..why ‘significant red flag’? At RPS maturity, the R(edeemable) PS investment returns every sen. The free warrants are in the money now, and can easily ‘untrap’...therefore theoretically above the ‘value trap’; just my opinion for Happy Trading and TradeAtYourOwnRisk.

Posted by Sslee > 1 month ago | Report Abuse

Aiyoyo is insas a value trap or a value share when TheContrarian can make 4X from trading Insas shares?

Posted by Sslee > 1 month ago | Report Abuse

Only the cat leno trapped high in Insas.

Posted by Income > 1 month ago | Report Abuse

Posted by Sslee > Oct 16, 2024 7:20 AM | Report Abuse

Aiyoyo is insas a value trap or a value share when TheContrarian can make 4X from trading Insas shares?

？

TheContrarian = the realsifu

Posted by Income > 1 month ago | Report Abuse

Need to learn a few tricks from him.

Posted by mf > 1 month ago | Report Abuse

Biden says he directed deployment of troops, THAAD anti-missile system to Israel
US President Joe Biden has written to US congressional leaders saying he personally directed the deployment of a missile defence system, along with soldiers to operate it, to Israel.

The White House published details of Biden’s letter to congressional leaders on Tuesday after an earlier statement on Sunday said the deployment of the Terminal High Altitude Area Defense (THAAD)

Posted by TheContrarian > 1 month ago | Report Abuse

Posted by Sslee > 1 hour ago | Report Abuse

Only the cat leno trapped high in Insas.

Leno already totally exited quietly.

Posted by TheContrarian > 1 month ago | Report Abuse

Posted by Sslee > 1 hour ago | Report Abuse

Aiyoyo is insas a value trap or a value share when TheContrarian can make 4X from trading Insas shares?

It's possible due to timing the low entry price and selling near peak (when everyone else is so excited buying and screaming RM6 to RM60 coming).

Posted by TheContrarian > 1 month ago | Report Abuse

Insas next rally probably in 2026. This is why I am not in a hurry to buy Insas. I would rather invest in other stocks and make some money first.

Posted by EngineeringProfit > 1 month ago | Report Abuse

Gua caya......join u in 2026........hehe

Posted by mf > 1 month ago | Report Abuse

Nikkei 225
39,269.50 39,323.00 38,866.50 -681.00 -1.70%
20:57:05
S&P/ASX 200
8,294.10 8,318.40 8,274.30 -24.30 -0.29%
20:55:14

Posted by BLee > 1 month ago | Report Abuse

Insas Every 5 years Bonus, we believe...Happy Trading and TradeAtYourOwnRisk

Posted by TheContrarian > 1 month ago | Report Abuse

Insas boh chow seeeeeeeeeeeeeeeeeeee.

Posted by Tatooine > 1 month ago | Report Abuse

Omesti 8.5 c
Microlink 15.5
Insas 1.01

The board should resign in disgrace

Posted by Sslee > 1 month ago | Report Abuse

M&A 29.5 c
Hohup 14.5 c

All become penny stock.

Posted by Lpc1225 > 1 month ago | Report Abuse

Like that can take it private cheap cheap!

Posted by TheContrarian > 1 month ago | Report Abuse

MGO already planned at 90 sen. So many times said this already, still people don't get it.

Posted by TheContrarian > 1 month ago | Report Abuse

Why buy Insas at RM1.01 when MGO will be at 90 sen?

Posted by TheContrarian > 1 month ago | Report Abuse

For those who doesn't know, MGO means Mesti Guna Otak.