Then how come director sold 14% of his holdings in one month? He made 40 million woh, why do that if gloves is going to be superbull forever?

>>>>>>>

HawkEyes Comfort coming quarter result which will be released in June 20 will be super good. People buy Comfort is because coming quarter result will be very good. Besides that, Comfort is most undervalue compare to other glove stocks.
25/05/2020 12:09 PM

Very interesting question. What is the answer?

When you buy the drink stall at the island, what price do you pay?

1. Offer price based on the profit when the cruise ship came to town?
2. Offer price based on the other 360 days when there is no cruise ship in town?

If someone offer you the first price, then you should happily shake his hand, sign on the dotted line and say thank you!

Directors of comfort selling shares while bulls like Calvin for the herd to jump over the cliff.

What makes him think that he knows more than the directors? I don't know... But I'm not staying around to find out.

>>>>>>>>

https://klse.i3investor.com/blogs/xiaoqing88/2020-05-24-story-h1507829762-COMFORT_Red_Flag_Cautious_on_over_valuation.jsp

Directors selling stocks while Calvin follows like a herd over the cliff. Funny indeed, you seem to know more about the company than the director himself.


>>>>>>>>>

https://klse.i3investor.com/blogs/xiaoqing88/2020-05-24-story-h1507829762-COMFORT_Red_Flag_Cautious_on_over_valuation.jsp

I also remember your carimin you ask to take profit early and it jump to all time highs.

Talk about watering weeds and cutting flowers, after you sell then it WENT UP??? Oh now, sifu DO AS I SAY, NOT AS I DO. AREN'T YOU ALSO CUTTING FLOWERS WATERING WEEDS?

MEANWHILE my glove stock has given me 1700% return by just holding for ten years and not selling a single share.

Now I am selling speculated stocks and buying downtrodden forgotten businesses.

Lucky I didn't touch NETX AT ALL.

>>>>>>>>

Naim shot up to cross Rm1.00 and I whataspp all to sell and take profit ?

After selling Naim it even went limit up to our surprise?

But calvintaneng already sold netx to make millions in glove stocks you sifu didn't tell you? Why are you guys still here?

Sell NETX buy comfort, supermax luxchem etc....

That's ok, I was building a huge position in gloves stocks. How much of gloves did you buy? 10 lots each?

>>>>>>>>>

Posted by calvintaneng > May 25, 2020 6:02 PM | Report Abuse

Both 3iii and Philip totally missed the Ogse upstream bull run of 2019

Now this dumb 3iii stuck with dlady will miss supermax, mtag and Nylex the ethanol bull for sanitizer

Do you really want me to bring up your original post on NETX? And your promotion article on the future of NETX with 8 cents and a project advisement that netx will get NFCP in January?

Stop calling people dumb when you are a liar.

>>>>>>>>

Posted by calvintaneng > May 25, 2020 5:57 PM | Report Abuse

Hahaha

Philip so dumb

Calvin buy call for Netx original call is 1 sen

Now Calvin very happy to be in Top 30 holders of Netx

Just remember to uphold your promise when you lose. I am expecting bak kut teh lunch from both of you. But if no money to pay just say la, I'll treat you instead.

>>>>>>>>

Posted by stockraider > May 25, 2020 5:30 PM | Report Abuse

I think it is fluke shot for Philip loh...!!

Don forget Philip was behind us for the whole 2019, don forget our bets got 2 component mah...!!

2019 and 2020 mah...!!

Posted by Philip ( buy what you understand) > May 25, 2020 5:19 PM | Report Abuse

Charlest is almost guaranteed to be paying for bak kit teh dinner by the end of the year.

The result of the 2 year upcoming bet...

Mnrb - CharlesT 0.97 - ( 0.68)
Insas - stockraider 0.69 - (0.59)
Ql - Philip. 6.9 - (8.47)

I already hold my winners for 10 years, and sell it at the right time when everyone is speculating so hard. Where were you when topglove was rm4? Why never join me buy back then?

My losers already up 20+% after I sold topglove to buy them. What are you talking about?

How you comment when you don't even care to show your own portfolio to teach me how to hold winners and buy losers?

But you also never listen leh?

When I told you to buy and sell star from 25-36 in one week you still keep holding talk cock etc etc.

If you follow sslee don't be so greedy sell for 40% profit in one week, you could have pump it right into glove stocks....

But instead you hold too long, just like you hold hengyuan.

So how do I know to listen to you leh?

With his track record, that is the only thing he can do.

He was actually proud of saying the he sold houses and bought shares in NETX and is currently 30 biggest shareholder in NETX, right before it dropped to 1 cent.

His date of promotion is clearly 2 cents so he loss 50% networth in a single stroke of he sold everything to jump to glove stocks.

But of course this fake pastor is a liar. He will say he only put a little bit in NETX, and he jumped chun chun into glove stocks.

However, only buy calls no sell calls on his sold stocks to jump into gloves. So.... Believe in him la. Cun cun.

When I buy, everyone know what I buy. When I sell, everyone know I sell. Everyone already know I held topglove since 2019, this is FACTS.

So when I sell, everyone knows I sell.

Big difference with Calvin, only chun chun buy, never a chun chun sell.

What to do, got 40 stocks to sell stock subscription on, promote those that work hide those that don't la.

Charlest is almost guaranteed to be paying for bak kit teh dinner by the end of the year.

The result of the 2 year upcoming bet...

Mnrb - CharlesT 0.97 - ( 0.68)
Insas - stockraider 0.69 - (0.59)
Ql - Philip. 6.9 - (8.47)
NETX - Calvin. 0.02 - (0.01)


Calvin tan results?

https://klse.i3investor.com/servlets/pfs/123029.jsp

Pick any stock you like.

Calvintaneng talk a lot of bullshit, but you see he dare not reply me on the the NETX sailang put everything in there issue. He also keeping quiet on promoting protasco and talamt.

Who is wrong who is right I think the truth is already out,

DID YOU SELL HOUSES TO BUY A TON OF SHARES IN NFCP NETX BEST COMPANY IN BURSA WITH 30 BILLION NFCP FUTURE? ARE YOU 30 BIGGEST SHAREHOLDERS IN NETX?

or have you already sold and go into glove stocks already?

What is the truth?

Harvest city truth?

It's tme/philipcapitalmanagement.

tm.e


>>>>>>>>>

RainT by the way, how to joing your telegram group?

there must be group name, then only we can search it ...
25/05/2020 1:04 PM

That's why I just keep a trackable online portfolio to show performance since 2019. Talk cock no use. Have to show results right?

If you think I am the same as those other self claim sifu, just click here and read through every single transaction and every single trade.

Got date, got position got buy and sell record.

You try to ask other so called sifu for their portfolio, see what answer you get?

https://klse.i3investor.com/servlets/pfs/120720.jsp

No one can force you to pay money. But if you don't, your share of the future profits due to the company will be further diluted.

At a rights issue of 40 cents, they are saying that the perceived value of the company is only worth 40 cents to new investors.

The more important question is, is it compulsory for Jaks to raise money in such a way?

Can Jaks management find another way to raise that money without heavy dilution?

Why did they not go for a 25 year back to back perpetual bond based on the 300+ million earnings that will come from the new power plant instead? They could have done the same deal as topglove bond issuance? Good long term bond to do repayments at minimal dilution of shareholdings.

https://www.theedgemarkets.com/article/top-glove-prices-us200m-principal-amount-exchangeable-bonds

If they had to do a sales, why not private placement like how Serbadk did it,

https://www.theedgemarkets.com/article/serba-dinamiks-private-placement-oversubscribed-15-times

A private placement at of 1.49 at maximum cash raised to dilution.

The question to ask is why rights issue dilution at the worse possible price, 0.40 RINGGIT?

Shouldn't they be asking for rm1 at least? Or better yet rm1.5? Everyone knows that the power plant will be online soon. Why not wait until then when the share price jumps to rm2.5 TP as per dk66 expectations? Then do the same dilution but now at rm1.3 and raise 3x as much cash. That at least would be fair to current shareholders of the company.

The goal is to pump cash into Jaks for future investment. Why sacrifice so much of the future just for a measly 130 million?


https://www.theedgemarkets.com/article/jaks-seeks-more-funds-placement-vietnam-jv-after-rights-issue-met-tepid-response

Perhaps it's previous rights issue will give an idea of what is happening.

>>>>>>>>

RainT right issue is it all shareholders COMPULSORY must pay money and subsrcibe??

if dont want can or not?
25/05/2020 12:19 PM

Kcchongnz?

https://klse.i3investor.com/blogs/KCChong/2020-05-24-story-h1507829826-KC_Chong_interview_Value_Investing_part_1_part_7.jsp

You can listen to his interview right here.

From the way he talks and the way he explains, you know he has no love for stocks or business, only money.

Same like Calvin, only like the smell of money, but not in investing in wonderful companies with growing earnings and revenues.

If you want to follow Calvin tan and kcchongnz be my guess.

But I can bet you my bottom dollar, their investment results trail far behind their investing acumen.

In real life being right is far or mortally than writing constant blogs.

But Calvin will never reveal his track record, he doesn't have one.

How about protasco, talamt and the most recent he ask to sailang all and buy NETX.

He claims that he is now top30 shareholder of NETX and even sold some properties to buy into NETX.

So is this true or false? His record of BLOGS and false promises push illiquid small NETX to 2 cents. But after subsequent failed promises, his 36 million company at has 33kn revenue and millions of losses.

But now suddenly got money jump to glove stocks?

Hahahaha.

No wonder he is a assistant pastor working to cheat investors in City harvest church, and he lives in Holland road.

He already gave you the signs...

You just need to interpret the burning bush properly.

While you were buying companies like this, I was holding QL,yinson,topglove and public bank.

Where is jtiasa now?


Only Calvin knows.




>>>>>>>>

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2016-01-07-story89328-JAYA_TIASA_GIANT_TREASURE.jsp

Standard practice. Whenever you ask a sifu for real results, they will balk and hide and talk and twist and turn. Then they tell you long story, take time, if you want my portfolio go to kl and take from my remiser.

Usual bullshit.

The fact is I already been in the glove bull run for the past 10 years.. Where were you?


>>>>>>>

Posted by calvintaneng > May 24, 2020 11:10 PM | Report Abuse

Sam

Long story
Will take time

I only tracked for 1 and I already know the quality of your promotions. How about 2018,2017,2016?

Since you cannot be honest, one must be honest on your behalf.

Why don't you start a portfolio to match to your article claims so one can really see your results?

Who is the one investing and promoting in talamt, protasco, SCOMIES and many other dreadful stocks?

In almost every case he has a buy price, but never a sell price.

All you have to do is spend 1 hour reading through all of Calvin's posts, his promotions and the subsequent results.

All is revealed.

Who is better? Someone who buys and promotes 40 stocks but only 8 work out higher than last year? Or someone who bought 8 stocks, and only 1 is still down?

Can Calvin answer?

https://klse.i3investor.com/servlets/pfs/120720.jsp

This is every stock Calvin has ever promoted in 2019, the date He promoted, his articles list in his blog, and you can track his comments on the forum on those dates.

https://klse.i3investor.com/servlets/pfs/123029.jsp

This is my performance since 2019, every transaction , margin loan, performance group and results.

All I want to know is Calvin will to admit his claims that he sold houses and bought NETX and became the too 30 shareholders, is that true or false?

I have a record of your boasts.

Hi batfly, you can go to my telegram chat discussion to discuss over there, a lot of oil and gas professionals and also as lot of glove staff in the group that you can get information from.

Rather than follow those who buy high and sell higher, I prefer to buy low and sell high.

I believe that the market is overdoing the fear in oil. As the oil prices can do to -37 USD, I believe there will be a stretch of belt tightening going on where a lot of companies will go bankrupt.

But there are still many companies that are making profits during this time that is selling below IPO price, despite having grown assets and retained earnings over the last 10 years.

I just choose to find those with less risk.

No la of course run to NETX where Calvin is supposedly to 30 largest shareholders ( or so he says). But you can bet it is a lie because when you check you will not find his name there at all.

Firstly, I would study the commenter. Someone who bought NETX and held as it kept dropping and finally got loss is already a red flag in my book.

Secondly for someone who claims that he had 20+ years experience working in middle east is most likely around the 40-50 year age. However the actions, comments and thought pattern and seem to childish, and the purchases and investments leave much to be expected.

As for the comments itself, there is a huge difference between serbadk and sime engineering, wct, and uem. The difference?

https://www.pressreader.com/malaysia/the-sun-malaysia/20170711/281904478213910

Nonperformance.

Whatever else, you can see that serbadk is not only recently in UAE, Qatar and Saudi, but has a history of successful o&m completion of projects in the region that is growing larger.

Unlike those companies who jump in and bid on tenders, Karim has been slowly building up reputation and contacts in the region year after year.

Since serba track history is more consistent in the region than all those other companies, I will give serba a longer leash.

My opinion, monitor quarterly, if things are good, build a position.


>>>>>>>>

Posted by Sslee > May 24, 2020 9:19 PM | Report Abuse

Dear Philip,
What is your opinion on the below comment in Serbadk forum?

Imagine a new island resort being built. The local hardware store would have a huge growth of earnings and profits selling materials to the foreign contractors. But before you decide to buy that hardware store for it's earnings, shouldn't you consider the business after the construction is finished and the contractors have all left?

That is rationality.

Sadly, promoters like you who can't make money long term act and talk nonsense.

Why sell a stock that had doubled in value?

I am just selling my business to an idiot who thinks that the massive earnings is forever and will be the new normal.

So I will sell it to you first and let you try to find other idiots to buy it from you.

But sooner or later you will realize that once the resort is complete, no one will be paying the massive prices your paid for the hardware store.

>>>>>>>>>>

Posted by calvintaneng > May 24, 2020 4:47 PM | Report Abuse

The most stupid thing done by a fool

Cut the flowers and water the weed

Why sell a stock like top glove when bull run just started?

Why keep lemons like serba and yinson when even Warren Buffet is getting out from philps66?

Better be very careful that this fella leads you to Holland

Of course not, a lot of it is borrowed money and margin loan. If you look through the cash in transactions list I'm almost 100 margin loan into stocks after the covid-19. My fmr is around 35-40%.

The real secret to investing is making safe decisions while compounding other people's money.

>>>>>>>

Posted by samheong78 > May 24, 2020 4:40 PM | Report Abuse

Philip, is it true that your portfolio is close to 80 million?

I'm not the fool who became 30 largest shareholders in NETX, buying at 2 cents a share expecting it to go to 8 cents. Or did you forget already..



>>>>

Posted by calvintaneng > May 24, 2020 4:47 PM | Report Abuse

The most stupid thing done by a fool

Cut the flowers and water the weed

Why sell a stock like top glove when bull run just started?

Why keep lemons like serba and yinson when even Warren Buffet is getting out from philps66?

Better be very careful that this fella leads you to Holland

I highly doubt Calvin can even buy a lot. He said he sold his 8 houses and become top 30 shareholders in NETX, his buying price w as 1.5-2 cents.

He definitely promoted more than 10 stocks. I count his blog promotions alone at 27 for this year, meaning this Christian promote 27 stocks but only 10 make profit so he Trump those up.

His investment in NETX of 10 million apparently, he is a major shareholder so the glove theme he promote most likely only bought with 100 lots play for fun.

If you read his glowing reports on NFCP and how he will get the 30 billion tender etc... He obviously is no longer commenting so much.


>>>>>>>>>

calvintaneng No lah

This year only bought around 10 types of stocks only

Mostly on gloves, facemask, sanitizer

Then Nfcp

And Ecommerce

These three groups are the very best and safest
24/05/2020 4:15 PM

That is definitely true.

Timing the market is an exercise in futility. My recommendation is you don't need to time the market, you just need to be right.

My total investment in topglove over the years I would say is around 1 million. I sold the entire position after 10 years for 17.

My total investment in QL over the years would also be around 800k? That one I'm still holding, despite comments over the years...

My thoughts on gloves.

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

My thoughts on gloves.

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

My thoughts on gloves.

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

My thoughts on gloves.

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

Post removed.Why?

My thoughts on gloves.

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

My thoughts on gloves.

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

My thoughts on gloves.

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

Calvin still trying to take others success and trying to take credit for it? Oh gosh.

Selling Jesus name to get investing subscriber.
Ñow using value partners reputation to say Calvin invests like them?

https://www.valuepartners-group.com/ftp/files/reports/vpaf/001_fact_sheet/eng/vpaf_fact_sheet_2020-04-01_en.pdf

https://klse.i3investor.com/servlets/pfs/123029.jsp

See the difference between results and claims?

These are Calvin's stock picks. Cannot track his real long term results because he only promotes the stocks that go up and hides the ones that go down. Only buy calls, no sell calls, no position size but everything to buy buy buy only.

How is your real portfolio doing? I heard you sold houses and became the largest 30 Investor in NETX? But of course you suddenly have money to buy glove stocks.

I have stopped even trying to keep track of your promotions because it is already very clear, you are a fraud

Hi windy, you can find my portfolio on my profile page. I also have written a few articles specifically on business sense and how to look at management with specific examples.

I will agree to disagree.

Why did I buy serbadk?

Because instead of paying rm3 per share, the shareholders of serba kindly allowed my to pay only 18 cents for the warrant, the right to convert to serba shares at rm2.6 and a time value 4 years from now.

For them it is a bad deal. They already bought the share at rm3. Now they are still forced pay another rm1.3( based on 2 for 1 DILUTION) just to keep their same ownership level of the company

Who wins? Obviously the new shareholders like me, less risk, cheaper entry price, more margin of safety.

Yes they gain 18 cents or whatever the warrant trading price is, but they already lose 33% of future earnings from serba.

Please do the math. Talk less, think more.
>>>>>>>>

johnmasino Philip:-

"Warrants and rights issue are bad because you need to pay money for them." - Then why the hell did you buy a single share of SERBADK-WA or even if mother shares if you knew warrants would be dilutive??LOL..

You just shot yourself in the foot dude...

LOL...Ahahahahahahahaha


You're a GENIUS like that retard Aramco who can't even put up a decent sentence in good English..LOL
23/05/2020 7:28 PM

Before you spout investopdiea, please read and think properly.

If you own 100% of a company, when you give a bonus issue of 10% to the shareholders, your total share of the company is still.... 100%. Understand?, You cannot own 110% of a company. Is that so hard to process. Same as if you own 5%. If you get a bonus share of 10%, you still own only 5% of the company. You don't suddenly own 5.5% of the company. Simple, basic math. It's just a numbers that change, not the value.

So when you get "bonus shares" in lieu of dividends.... You are not actually getting anything.

However,

If you own 100% of a company, if there is a rights issue of 10%, if you don't fork out money, then the underwriter will get that 10% and your will be left with 90% of the company.

This is the same with warrants. If you do not pay the conversion price and someone else does, your ownership of the company will also be filled by someone else and your ownership will drop.

In the end, the one that earns is the one that bought the warrants for a cheap price, expecting to convert the warrant for a share without taking the risks that the original shareholders took.

>>>>>>>>>

Not only are you a diluded, deceptive liar who constantly accuses me of misleading investors, you are either completely ignorant of what bonus issue/share split means or you're just deceiving investors..

Here, let me direct you to an article:-

I think you may be mistaken about the meaning of integrity of management. But when I talk about management integrity, it is based on the details that you can find in the annual reports.

The reliability of a manager.

1. The quality of the projects he gets and the ROI to shareholders.
2. How he is growing the shareholder equity while rewarding his partners the shareholders.
3. Managing debt, and how much risk he is taking on our behalf.
4. The track record of profitability.
5. Managing cash flow.
6. His stock options, salary versus earnings.
7. His profit guidance, openness during AGM and explanations of his actions.
8. Receivables and payables, payment from customers and credit lines from suppliers.

These are publicly available information on how the manager is performing in managing our mutual business.

FYI, even if you worked in the company you do not often see the integrity of the boss. Actions speak louder than words.

>>>>>>>>>


Posted by Windy1974 > May 23, 2020 4:06 PM | Report Abuse

Philip. One of the thing you highlighted about importance of investing in a company 1. integrity of management. I agreed 100% but unfortunately for most investors, how can we know integrity of qmanagement unless we work for the company or in the industry.

There is a huge difference between a bonus issue and a rights issue. They are 2 different things

Bonus issue has no dilution involved. You can do the basic maths. If you have 60,000 RM 1 shares is the same as 120,000 rm0.5 shares. Zero dilution involved.

Rights issue is a totally different thing.

When you do a bonus issue it allows people who cannot afford to buy 1 lot of 100 shares to suddenly do so and trade it easily. The psychological effect is also different ( even though it doesn't work that way).

Warrants and rights issue are bad because you need to pay money for them. Warrants to pay for conversion to 1 share, and rights issue to pay to get 1 share. All dilutive.

If you don't know the difference by now, it is probably a waste of time to explain further.

>>>>>>>>

Let me ask you another question Philip. Bonus issues are dilutive in nature especially if it's 1-for-1 basis. But are bonus issues bad for investors?? If you say no, you have refuted your own claims already because warrants are also dilutive in nature. So why are warrants bad and bonus issues good when both are dilutive? When bonus issues are announced, company stocks usually soar.

Aseng, RI price of 40 cents per share means exactly that the share price is 40 cents. What are you talking about? I totally don't understand your logic.

The intrinsic value of that share by management as a sold price is 40 cents. That is what management is asking for, and that is what you will pay. The intrinsic value of the business however depends on how long you are willing to wait for earnings.

How much it is worth depends on how much earnings JAKS shareholders are receiving for each held share.

Another PP or rights issue could dilute even further. Look to earnings to define value, not share price.

>>>>>>>>>


The RI priced at 40sen doesn't mean the share is worth 40sen.

Obviously for new shareholders I am not complaining as I get to buy cheap shares.

But for those who are holding 60,000 shares where they paid rm1 for it, they are the ones left holding the bag.

Your viewpoint is of cute short term trader. All

As a long term investor I think like a business owner. I think in terms of earnings to me as a shareholder of the company. Converted warrants and rights issue dilute my share of earnings, what is so hard to understand? Why are you even arguing this point?

The reason you buy stocks is to have a share in the earnings of a company. You are thinking of it as pieces of paper to be bought and sold and traded.

All you want is quick short term money. Let me bring you back to real world.

That warrant of 15 cents? It comes from somewhere you know, it's not free.

If you don't believe me, hold your 60,000 shares and check out the value after this heavy dilution, if you say the Jaks warrants is 15 cents? I'm pretty sure after this warrants and rights issue is awarded, your 60,000 shares that you bought for rm1, will be worth a lot less than rm1.

FYI I never said Jaks was a bad investment. I did say that the long term shareholders of Jaks will lose a lot of value.

>>>>>>>>>>

You say that warrants are never a good thing but you are a hyprocite! Why do I say that? You own and have bought SERBA-DK shares and warrants. Does that mean that just because SERBA-DK has warrants means that SERBA-DK is a bad invesment due to the dilutive nature of the warrants?? If you bought SERBA-DK warrants, you can't sell the warrant back in the open market???? LOL...