Started a small trading position on AWC, around 200k shares.

Finally sold out of gkent over the week after the arbitration loss and verbal confirmation acceptance of buyout offer. Very sad indeed. And not very sure on the future if dynacare, will rather pile money on hartalega.

https://www.klsescreener.com/v2/news/view/886425/George_Kent_accepts_MRCB_s_RM53m_cash_offer_for_50_stake_in_LRT3_JV.

Not a good look. A big blow to future revenue projections. Disappointment indeed.

For hartalega, Latest asp pricing is not as bad as everyone expected, and at this price I would be happy to pick up more. For serba, I am happy to build up my position at cheap prices

Abu Dhabi meeting was a success with new partners and indicative government joining in. Karim getting funding from there. Looks like early redemption is in the cards.

>>>>>>>

Indicative Bid Price 29+...below Philip n John's cost

Remember what you said about my biggest position in pchem? what nonsense you spouted about? DO you understand CYCLICALS?

>>>>>>>

calvintaneng Phillip does not understand the nature of CYCLICALS

Netx is a perfect example of Calvin tan concept of how he bought it at 1 cent to 2 cents while telling the whole world that since the stock is 1 cent, it can never go lower, as bursa minimum is 1 cent.

Netx teaches you how it can go lower than 1 cent.

I saved screenshots from your telegram chat you know... Why are you still lying?

Funnily enough, after I kicked Calvin from my telegram group for soliciting stock advice and arguing as usual, the group grew from 200+ members to 7x despite a lot of rules and kicking off bots and arguments. And unlike you trying to sell stock picks and ideas, the group actually share information as a healthy discussion from steel fabricators, palm oil plantation owners, contractors, doctors and serba staff for us to genuinely share information instead of scams. I am genuinely glad that everyone make so much more money that they stop following your bad ideas of throwing money into netx, that they are giving it back to society by donating to their own community. That is the core reason of having good mental models.

Guess what, pchem is doing very very well. Time will tell whose investments are working.

I still share and track your stock picks and share it to the group the private portfolio so they can track your claims versus your results.

It seems when you are not doing well, you tend to talk a lot.

Respect is a concept you know very little about. Promoting your little articles full of pump and dump, which we all know you have put money into palm oil stocks with no results, and you think you are being smart by writing those articles.

Calvin tan always want to win everything, but he doesn't dare to show his actually investment portfolio results. What does that tell you? He talks but no performance.

Shameful posting spam and repeating fake news over and over. Please delete! Or I will report you again to authorities. Remember your vicious comments on pchem, scib, serba and kpower?

First time you know calvin tan?

>>>>>>>
The only unchanged is, someone has bought a lot palm oil stocks and now publish nonsense reports in hte platform to lure uneducated investors to follow the footsteps.

Evil tactics.
02/09/2021 10:39 AM

and that is why you are a rookie.

>>>>>>>

wallstreetrookie No longer a good long term investment. All the medium term catalysts have been used up. Moreover, retail F&B is a dying business and the poultry industry is getting more and more competitive and crowded
23/06/2021 10:13 PM

why buy useless palm oil stocks which is badly run, and can't even keep up production and make money (which is why palm oil price is even high now), when the production comes, the prices will crater as usual.

Instead, buy pchem, which sifu calvin talk so much nonsense about, but came in 900% more yoy results, magnificent 1.5 billion in EARNINGs (more than almost all of the earnings of all the palm oil counters combined in bursa), and best of all can be bought for very cheap price as management has guaranteed a 50% payout of earnings every year.

How much is that? 3 billion in earnings as dividends paid out every year. Who bought a ton at 4.09-6?

Definitely not calvin tan, who only know how to badmouth stocks but doesnt know how to buy anything.

Very sad.

writes like calvin tan eng yee. smells like calvin tan eng yee. Even uses funny acronyms for companies like calvin tan eng yee.

One thing is sure, the smelliness of calvin tan stocks is so bad he has changed a new name and character to push his stock picks.
>>>>

(SENSING EAGLE EYES RESEARCH)

My smallholding plantation made more money than rsawit this quarter, and I am retired...meanwhile pchem 900% YoY. why buy lousy short term stocks, when you can stick with long term monsters ?

>>>>>

calvintaneng Insider started buying Rsawit on the quiet
Good days are ahead
30/07/2021 7:57 AM

earnings all time high, net profit margin also all time high. very good set of results.

so how much leno porfolio performance? I am sure it is goo... wait I think leno doesn't even have an imaginary portfolio. Talk so much nonsense for what?

that is a commendable result lee, i myself am down a lot from serba drop, hopefully the EY report incoming will do a bit to recover my costs. you are getting much better with reading and investing and trading, congrats!

>>>>>>>>
Sslee Dear leno,
My portfolio plus my trading gain is now 500K+ up compare to 1st Jan 2021.
Thank you for asking.

Stockraider, Sedikit demi sedikit lama-lama menjadi bukit
13/08/2021 12:31 PM

If sslee is selling his warrants to you, what are you trying to sell snake oil? Your claims are full of nonsense.

Go back to your cave, they are missing their trolls there.

>>>>>>
leno Insas-WC 40 sen vs Hartalega RM 7.00

10 baggers in my hand is better than 1 bag in your bush.

U presume too much, u make up all the future revenues and profit.

Gloves is a no barrier business.
Anyone can become gloves producers in a couple of months.
All investors knew these already.
That is why gloves investors are in FEAR.
Betul tak ?

I bought scib kpower at 50 cents post split sold all the warrants and collected all the dividends. 400% returns. You don't know how to read transcripts?

As for serba, I bought the bonds at 30 cents to the dollar. You know what is bonds?

Look at it this way, precovid
FOB 100 gloves was around 2.50
In April May as choivo pointed out to me the highest was 8.50 FOB 100 gloves
Definitely the reason for the crash in July it was selling at 5.30 FOB 100 gloves.

The asp is definitely dropping, but definitely also true is the fact that the volume is increasing.

But guess who is not being embargo to sell in USA ?
Who is not under investigation by NHS? Hartalega. As their reputation increases and not bullying their customers but selling at below the market price for gloves, my estimate are for the FOB to drop to around usd 4.20 per 100 gloves for nitrile.

The asp dropped with increasing production.

As for confidence: a simple question remains, what is the delivery supply times for hartalega gloves to date? Very simple question and very simple answer. How long is the waiting times for delivery?

Proton x70 waiting times now reaching 6 months due to supply constraints.

You can easily check for hartalega how long now is the supply chain wait times. They are still very much in demand.

That is the thesis for my investment. A company with products that is in demand with months to wait for supply selling at a reasonable price to market with the highest quality approved by all medical bodies around the world.

Selling at a fair price.

>>>>>>

wkc5657 What gives you the confidence to say that 2b per quarter can last for at least another 1 year to even 2 years?

Other glove makers also increasing capacities, and overall asp are forecasted to drop over the quarters. You implying that hartalega can maintain their asp for extended time frame?
12/08/2021 12:18 PM

the contract wins are out.

bought hartalega on monday, 500K at 6.7

if you look closely, there is a section under stock performance, wealth creation and transaction group, which outlines the IRR. that is why you need to look at the overall performance, not just childish comments of cut lost.

The difference between my portfolio and your portfolio is that everything is connected.

and IRR of 16% since inception currently (from 25% last year) shows that investment results are lumpy instead of forever make money like how most traders will tell you. the only difference is I don't cover up my losses and only show profits unlike many "newbies".

Know the difference. Its not about how much you have, but how you navigate your rick/reward strategies.

so if you see my transactions with pchem and topglove and my other investments, look at the total results and as it becomes a entire philosophy instead of just one transaction. that is why they call it an investment STRATEGY, not gambling.

who are you trying to convince kid?

Why waste time with this type of article? Is kyy 80 years old or 8? Why not just let his investing prove his results instead of writing this rubbish?

I do agree with steel stocks being over pushed, I already sold my steel stocks a few months ago for a nice profit, I think the story will be as floaty as assuming palm oil stocks will explode like what calvin tan thinks.

calvin tan so quiet now after someone shove lawyer letter into his underpants and he realize that his talk cock cannot be backed by real investing dollars.

never use margin to sailang up. margin is a two edged sword. For me, I only use margin when averaging down on discount day for stocks I understand.

What stocks are you holding now rr88? you seem like a good trader/investor? any recommendations?

>>>>>>

Posted by rr88 > Jul 6, 2021 11:30 AM | Report Abuse

Normal lar. Morning in attack mode. Afternoon kena attack. Sentiments reverse. All these serba, euro, sedania, jetson, dataprep all hv rebounded 80 - 130% from their respective bottom. You are dreaming if u think they can keep going. There are times to be in the market. There are times to be out of it n move to sidelines. When they are toppish like now, stay away.

for O&M? Anyone in the oil and gas industry will tell you the highest profit margin and most stable work is in the operations and maintenance portion of a job. The bigger volume is of course in extraction and exploration, but that comes with its own huge risk.

Maintenance work is boring, continuous and stable.

I bought more serbadk today at 50 cents, huge discount from my original purchase of 1.19. Lets see how it goes long term

>>>>>>>
jasonred79 @phillip well, yes, serba's revenue from petronas should be accurate. What is unsure is that 15% profit margin on the RM400m... for all we know, it might be only 10% or 5% profit on it.

and if you think I am showing off, then that is more to show about your attitude in life as a person rather than your ability to learn and analyze.

I think you may be better off paying 12k for some guru who tells you to buy and sell penny stocks but never shows their portfolio of what they are holding and what they are buying.

At least I am honest with what I own. What stocks are you holding currently, care to share?

Some see shadows in every corner, others accept that in investing there is always win and loss scenario. The important thing to learn is how to manage risk and your losses.

As for me, I believe it is still a company that has value that I can get at a cheap price for the assets and business that it has in Malaysia. Petronas alone and malaysia business is 400 million a year with 15% earnings. how much would you pay for 60 million a year in earnings for a company? 1.2 billion? 600 million? 500 million?

Or do you think everything in Serbad dinamik is fraud including its relationship with the fake company called petronas?

>>>>>>>


Jack Khan Uncle Philip, Why you haven't sell your SerbaD? This is not good in showing how to invest a Company that have lost trust from investor such as EPF! You must know not everyone have so much money as you and most probably someone still holding and crying because he see you still holding! You might affect a lot of people by showing off your portfolio in public!
30/06/2021 10:09 PM

http://www.groupliwa.com/principals.html

no one ever bother to ask whether the products carried by LIWA is still under their distributorship.

I used to carry Larsen & Turbo, or L&T is the local brand here in Malaysia which I used to design and supply for local Shell projects here in Sabah.

Instead of following the trail of suppliers and money and projects, it is much easier just to do a google search and compare faces.

Yes, compare that with my entire sales of scib warrants + kpower warrants, plus the profit taking previously...

I am still surviving obviously. What investments are you holding?

>>>>>>

Posted by YLR33 > Jun 26, 2021 11:29 AM | Report Abuse

Hi Philip, just a bit curious
yesterday evening after market close,
your portfolio show Kpower have unrealized lost 53K with daily lost 162k
Scib unrealized lost 80k with daily lost 120k
if my memory serve me well
26/06/2021 11:32 AM

What more proof do you want? I am showing every transaction on my public portfolio for you to comment and look at my transactions, and matched with the dates and the performance.
I was right on pchem.
I was right on mr DIY.
I was right on topglove.
I was right on stoneco.
I was right on palantir.
I was right on kpower and scib.
I was right on QL.

How about you share your portfolio as well and keep it over the next 3 years for us to take a look?

>>>>>
PhilipIsLikeKYY Philip lost so much money now behave like KYY.KYY used to post his portfolio but since he lost 99 % of his wealth he is shy to show his portfolio.PHILIP dont simply talk you bought at 33 cts...show proof lah...no need empty talk..after the lowest was reached this morning you boasted you bought near the lows.Very very UNBECOMING of a 3 rd grade trader.
28/06/2021 4:30 PM

They have somehow convinced me to buy another million shares at 0.33+.

Let's see how.


>>>>>

CharlesT Btw how's yr internal staff of Serbak in yr Telegram Group?

Resigned oredi ah?
27/06/2021 6:07 AM

So what else are you holding now?

>>>>>>>
CharlesT CharlesT Last year Philip never listen to my advice in glove party so he suffers tens of millions of opportunity loss

If you monitor my investments on my telegram group you would have realized my returns on Tesla, Roblox, stoneco and palantir far outweigh the losses on serba dinamik. I must admit that the recent actions of serba management is giving me a bad taste in the mouth, but at least my biggest position is still in pchem, which is still doing well.

>>>>>

Sslee @i3lurker,
I am not gloating. I admit I like to pull Philip's leg but I am actually concerned for Philip and forced him to take some action to either cut win or cut loss.

Thanks and appreciated. But it is still a small position for me and the risk was totally understood when I got into the investment. Might be a good action to take moving forward. My stoneco position is my largest position this far abd currently my Tesla position as well bought at 575 is doing well.

I think I can survive this :)

Sslee... Do look at the transactions and look at the total profit from my scib/kpower investment ya inclusive of warrant sales. You may be surprised at how much I actually lost.

>>>>>>>
KINGV Philip,I sincerely hope you have better days ahead.
25/06/2021 5:42 PM

Sold my entire position in kpower and scib. Still at a sight profit for to selling previously earlier and all the warrants to maintain position of uncertainty. Will monitor serbadk for now.

Yes, it seems more and more likely that I will be cutting my position soon in serba due to the actions of management which I seem to be a fundamental change in business

or as someone called him... chin pendek. Good job on the listing and the sharing.

Finally, Chin pekat shows his fangs. good ipo.

Najmat Al maisan technical services? Fake company eh? Thanks for the sharing. More research to do.

>>>>>>>>>

probability your judgement here is valid, however the fake company najmat llc was a big blow to trust serba..

I will reserve further comment until I get the EY independent review report.

Remember what happened to delloite

>>>>>>>>>

qqq3333 its perverse to accuse KPMG some how of incompetence when auditors do exactly as Bursa/ sc rules intends them to do.
16/06/2021 12:41 PM