Losses to grow revenue no problem, key word here being REVENUE GROWTH.

WHAT REVENUE GROWTH TO MATCH WITH FACEBOOK.

DON'T BE AN IDIOT. EVEN THE MOST GUNGHO NETX INVESTOR WILL NOT COMPARE NETX WITH UBER AND FACEBOOK.

UBER LOSSES EVERY YEAR, BUT LOOK AT THE REVENUE GROWTH.
FACEBOOK KISSES EVERY YEAR, BUT LOOK AT THE USER GROWTH.

NETX LOSSES EVERY YEAR, BUT LOOK AT THE REVENUE GROWTH! 33 THOUSAND ringgit, WOW.

How much money is being invested to give a revenue of 33k a quarter?



>>>>>>>>
Posted by calvintaneng > Mar 31, 2020 4:43 PM | Report Abuse

Stupid so-fool Philip knows nothing about Facebook in early days

Facebook registered loses before listing

Don't know history better keep your big mouth shut!!!

So WHO IS THE SUPER BODOH ONE HERE? THE ONE WHO BOUGHT AND RENOVATED A HOUSE (NETX) WITHOUT GETTING A SIGNED S&P AGREEMENT?

OR THE GUY BUYING THE COMPANY WITH RENTAL ( DIVIDEND) AND FREE RENOVATION INCLUDED ( SHARE BUYBACK) INCREASING THE VALUE OF THE COMPANY??

NOTHING TO SAY, MR SUPER BODOH?

YINSON IS ON A TOTAL DIFFERENT LEVEL FROM THE STOCKS YOU ALWAYS BUY. STOCK TO YOU BACKWATER PUMP AND DUMP SCHEMES AND LEAVE THE MONEY MAKING TO THOSE WHO DON'T RELY ON SUBSCRIPTIONS AND TITHING.

Yes I am biased, BIASED BASED ON HISTORICAL DATA.

If you cannot run 100 meter face below 10 seconds 3 years, 5 years, 10 years ago, why assume you can suddenly run sub 10 second race 3 years from now?

Are you bodoh or something? Cycle depends on performance.

If NETX had not performed for last 10 years, if you are speculating on dropped results then you are dastardly stupid and BRAINLESS.

But even if oil is usd20 3 years from now yinson is still going to be profitable.

Why? 25 year contract and design is based on daily charter, not price of oil. And if Petrobras pulls out, they have to pay penalty of 1 billion or ship conversion cost, which yinson is more than happy to claim.

Come on Calvin, if you pump and dump stop asking for fairness. BE HONEST, HOW HIGH IS THE CHANCE OF NETX GETTING A CONTRACT WHEN THEY DIDN'T EVEN PARTICIPATE OR JV WITH ANY BIG PLAYER?

But you keep assuming they will get something.

FROM WHO?

At least I buy companies with LOA and signed contracts
You buy based on DREAMS.

>>>>>>>>>

Posted by calvintaneng > Mar 31, 2020 3:45 PM | Report Abuse

Why you so bias

3 years from now oil cannot be usd20?

3 years from now Netx cannot get Nfcp job awards?

Why you so lopsided ?

Wow, really a retarded pastor.

Are you seriously trying to lead investors to hell?
How can you compare Facebook to NETX!!!! Facebook doubled revenues almost every year, the number of users was exponential growth.
NETX had 1 deal with TM ariantec 10 years ago.... After that zero. Zip. NADA. But you use that as justification??? Are you retarded or just a hardcore's pump and dumpers?


>>>>>>>>>

Posted by calvintaneng > Mar 31, 2020 3:43 PM | Report Abuse

Very ok as Facebook also posted losses as a start up

Now Facebook is a hot stock

So All have been reflected in Netx share price at 1 sen

PCHEM sell PETROCHEMICALS YOU FRAUD, DO YOU EVEN READ ANNUAL REPORTS?


>>>>>>>

Pchem facing steel fall in demand

Wow!!! a 41 million ringgit company with 35.2 billions.... brilliant.


>>>>>>>

Posted by calvintaneng > Mar 31, 2020 2:48 PM | Report Abuse

Very good

Cash now Rm35.2 billions for Netx

The more you claim the more idiotic you sound. 3 years from now I can guarantee you oil price will not be at USD20.


>>>>>>>

Posted by calvintaneng > Mar 31, 2020 1:31 PM | Report Abuse

What fixed payments

IF BRAZIL GOES DOWN LIKE ARGENTINA OR GREECE IN DEFAULT

WHERE GOT MONEY LEFT TO PAY YINSON?

STILL IN LA LA LAND?

Wow I knew you were stupid, I didn't know you were insane. You do know that Yinson has sold their bus fleet business right?

Yinson exits logistics business for RM228m


June 29, 2015


KUALA LUMPUR (June 29): Oil and gas service provider Yinson Holdings Bhd said today it is exiting its logistics and trading business to focus on its burgeoning floating production storage and offloading (FSPO) business.

Yinson said it is divesting its logistics and trading subsidiaries to the group's major shareholders and executive directors Lim Han Weng and his wife Bah Kim Lian – via Liannex Labuan Ltd – for RM228 million.

Liannex Labuan is wholly-owned by Liannex Corp (S) Pte Ltd, which in turn is wholly-owned by Lim and Bah.



In a statement today, Lim, who is the executive chairman of Yinson, said proceeds from the disposal of the group's six non-oil and gas subsidiaries would enable it to drive a centric focus business operation and reinvest the proceeds into more lucrative oil and gas (O&G) projects with higher project internal rate of return.


ARE YOU EVEN FUCKING STUPID OR BRAINLESS? BUT DECEIVING WHEN INFORMATION IS RIGHT AT THE DOOR IS INSULTING. JUST LIKE YOU AND YOUR NETX CLAIMS OF NFCP ORDERS, WHEN THERE IS NO SUCH THING AND THE LAST AWARD WAS IN 2011 MANY MANY YEARS AGO.
>>>>>>

Posted by calvintaneng > Mar 31, 2020 1:39 PM | Report Abuse

SUPER BODOH HIDING IN TAWAU DOES NOT KNOW YINSON 700 FLEET OF BUSES NOW IDLE IN TEBRAU?

Sorry misleading statement on my end. First oil will only take place in 2023, by then there will be a shortage of oil due to many companies going bankrupt, and the price of oil will be at least 70USD per barrel due to shortage. 37 months is the length of time for deployment, but then again calvino crystal ball can see so far into the future and predict oil price at USD20..... 3 YEARS from now.

Wonderful!

>>>>>>>>

https://www.theedgemarkets.com/article/yinson-wins-big-brazil

So funny, idito calvino does not realizo that Yinson project in brazil will only take first oil 30 months from now, 2 and a half years from now. will the price of oil still be so low 2 years from now when everyone is cutting down production?

SILLY CALVINO...

and more importantly, yinson business is a bareboat charter + O&M hire, meaning their payment has nothing to do with the price of oil.

It is a fixed payments, over 25 years. HAHAHAHA WOW! Which if MYR to USD is at 4.8? this becomes a 27 billion ringgit windfall!

https://www.thestar.com.my/business/business-news/2019/10/16/yinson-bags-us54b-contracts-from-brazil039s-petrobras

https://www.upstreamonline.com/field-development/yinson-modec-confirm-marlim-fpso-charters-from-brazils-petrobras/2-1-689295

https://www.yinson.com/highlights/Yinson-awarded-Brazil-FPSO-Marlim-project/

WOW WOW WOW WOW!

More importantly?

https://connect.ihsmarkit.com/upstream-insight/article/phoenix/2416301/petrobras-awards-marlim-2-fpso-to-yinson

DID YOU CATCH IT? THE CHARTER DAY RATE IS USD 591,780 PER DAY, 30% HIGHER THAN OTHER FPSO. BUT MAIN THING IS: THE DAY RATE IS A FIXED RATE WHICH HAS NOTHING TO DO WITH THE PRICE OF OIL... JUST LIKE THAT FACT THAT JUST BECAUSE YOU GO TO CHURCH AND SPOUT CHRISTIANITY ALL DAY HAS NOTHING TO DO WITH THE FACT THAT YOU ARE GOING TO GO TO HELL ONE DAY...

>>>>>>>>

Posted by calvintaneng > Mar 31, 2020 1:05 PM | Report Abuse

BRAZIL COST OF OIL PRODUCTION IS USD34.99

OIL PRICE NOW USD20.00 ( OR 42% BELOW COST OF PRODUCTION)

IT WILL BE SUICIDAL FOR YINSON TO TAKE UP OIL BUSINESS WITH BRAZIL

ROAD TO DEFAULT AND BANKRUPTCY

https://www.google.com/search?q=cost+oil+oil+production+in+brazil+per+...-8

I see, those who dont even know how to buy stocks want to advise those who actually hold stocks? Too bad, you haven't built up any credentials to advise people, but trolling number 1 of course.

>>>>>>>

Posted by dragonslayer > Mar 31, 2020 12:26 PM | Report Abuse

Aiyo...referee not promoting judi...referee said...every ctrs also got judi elements...you cannot deny it...you dun judi...you buy and keep lor...even sifu also cakap...buy below fair value...sell above fair value...you dun sell Pchem at rm10...overvalued price...what you get...paperloss few million just to keep it to earn the miserable few sen dividend...wei..use you brain to talk leh...even you cut loss at rm6...you still earn more than the pathetic dividend payout leh..lol..you dun judi...you view all as investment...lol...aiyoyo...kikiki

Having gone through sources and further reading, the pecan project has not been canceled but put on hold currently. As the full design, build and deployment will take 37 months which is very aggressive, it has been delayed rather than outright canceled until the situation presents itself.


>>>>>>

tlchiat Pecan Project by Aker Energy has been cancelled. Not viable becuase the breakeven price is 49USD.
https://e24.no/energi/i/pLj0ro/roekke-og-aker-legger-ghana-prosjektet-...

NETX supporter already told you to fxxk OFF. Still dont get the message yet??? Need me to translate to rohingya?



>>>>>>>>

Stock: [NETX]: NETX HOLDINGS BHD

Mar 23, 2020 10:22 AM | Report Abuse

If you want to continue talking in that way & promoting the gambling culture dragonslayer then you have no choice but to quit your role as referee

As simple as tha

WHERE IS THAT COOLBULL GUY? 50% LOSSES GAVE UP INVESTING ALREADY?

TODAY IS 31ST MARCH CAN HE COME REVIEW THE SO CALLED NETX COMPETITION?

https://klse.i3investor.com/servlets/pfs/133552.jsp

PLEASE REVIEW AND TELL US HOW TO EVALUATE THE SO CALLED CHUN CHUN RESULTS?

Dragonslayer, you are really a shitty troll.

Can you stop being a troll and start telling us what stocks you have bought or recommending buying and just stop telling the forum.

What benefit are you doing to investors interested in learning investments in this forum?

If you have zero value to society, you might as well go to your Facebook and your Instagram to place comments there instead.

Because you and your fake "referee" is beyond pointless.

Do you even have a portfolio?

Or maybe you can start by buying a few lots of NETX, so you at least have a position in life. You can start with buying just 1 lot of you don't have the money. If you don't even buy, but you line to comment so much, then you are just a spineless troll who is here just to find entertainment.

Pathetic excuse.

Dragonslayer, you are really a shitty troll.

Can you stop being a troll and start telling us what stocks you have bought or recommending buying and just stop telling the forum.

What benefit are you doing to investors interested in learning investments in this forum?

If you have zero value to society, you might as well go to your Facebook and your Instagram to place comments there instead.

Because you and your fake "referee" is beyond pointless.

Do you even have a portfolio?

Wow from an expert in listed operations of power plant generation to oil and gas specialist. So impressive,

what stocks have you been buying sifu i3lurker?


>>>>>>>>>>

i3lurker Big Oil companies wun go bust.
They prepared for this day 20 years ago.

Big Oil contracts normally signed using limited liability subsidiary companies,
just chop it off and bankrupt those subsidiary companies.

Question is.... did Yinson get a corporate guarantee from the respective Big Oil principals?
maybe
maybe not.
or was contract just signed with local companies ?
30/03/2020 10:43 PM

Your argument that armada and yinson contracts are the same is not very accurate. For one thing, the FPSO contract was not with Woodside but was with Apache energy in 2011. The deal was for a 4+4, so when Woodside cancelled the contract in 2016 it was a very normal activity ( after Apache sold its Australia operations to Woodside). But armada is noted trying to claim 66 million of additional work out of scope (???) And the other 4 years of loss of profit. If course they would lose, why wouldn't they? The contract was terminated legally and above board, only armada would like you to believe that they are the wronged party.

That is why in 2020 the courts ruled in Woodside's favour.

Your argument that the FPSO contract was cancelled "abruptly" is also highly inaccurate. Armada found first oil in 2014, a few years behind schedule. On top of that Apache lost so much money that they had to sell their resources to Woodside at low prices. Woodside terminated at first opportunity available which was in the 4th year of the 4+4 contract, totally legal.

If anything, armada should only blame themselves for slow deployment, inefficient operations, and doing things without a proper agreement.

>>>>>>>>


But was that not the same for Armada? It's FPSO contract was abruptly canceled by Woodside Energy back in 2016 ( brent crude fell to around $27-28 per barrel). Now is worst with price heading to $20.

Post removed.Why?

In that same period USD MYR exchange rate went from 3.8 to 4.4. their growth went from 400 million USD to 1 billion USD in 3 years, which is not that much considering Schlumberger and baker Hughes both left qatar as per requirement from Saudi to continue doing business with them. So currently now Serbadk is basically having a monopoly there in terms of business ( their biggest growth market).

If you consider Malaysia devaluation, a ride in orders in USD denomination is not a lot.

Q3: Do you know what Serbak going to do with cash hoard of RM 1,306,590,000? 300 million USD is a cash hoard? Expanding facilities, buying equipment and getting a workshop ready, the money will disappear in a blink of an eye.

>>>>>>>>>>

Can a company doing RM 1,408 million in 2016 growth so fast to RM 4,528 million in 2019

Comparing 2 similar companies which I used to deal with in baker Hughes and Schlumberger in Labuan and Brunei

In the same period,

Schlumberger had 32.8 billion USD in revenue on 67,000 staff.

Baker Hughes did 22.6 billion USD in revenue on 49,000 staff.

For the same job scope of oil field services team. I would say it is very possible and reasonable considering Serbadk is a fully bumiputera team compared to European resources.

>>>>>>

Refer SERBAK financial end 31th Dec 2018
Total workforce as at 31th Dec2018: 1,242
Q1: Total revenue: RM3.28 billion or revenue: RM 2.64 million per workforce is this possible for O&M?

Do you even live in Malaysia? Or you think accountancy is a critical service? Or what part of MCO do you not understand? When the report comes out it comes out la.

Important thing is almost every day gkent is buying back shares and you have received a good dividend.

Prime minister already said LRT3 and MRT2 will not be cancelled.

So what you scared?


>>>>>>>>>>


K-Den till today no QR release, scare or not?
30/03/2020 5:46 PM

Why sell? I just received dividends from PCHEM to keep me alive. Thank you PCHEM!

NETX from 2 cent drop to 1 cent, and still no dividends or share buybacks but doing more and more private placements. Embarrassing investor, always gambling and speculating and asking others to join in.

Jesus wept.

What ARE YOU doing here? You don't even dare to buy Netx share but comment so much, wanna be referee for what? IF want to be a troll say la I wanna be a troll. Self appointed referree?

How MANY stocks of NETX did you buy?

OR DID YOU EVEN BUY ANY STOCKS AT ALL?

>>>>>>

Posted by dragonslayer > Mar 30, 2020 10:41 AM | Report Abuse

Aiyo...referee challenge those penkritiks...like prof 3iii...philips..lapsap king Mike....shootup..citedal...you have ball one...pls...go lambo forum leh..why keep repeating the same post at here...no fun leh...go new forum ...repeat it..no one will know...it is just a cut n paste same banners mah...correct or not...lol...wakakaka...kikiki

Did NETX receive any of project awards or letter of award from NFCP yet? Go Go go NETX!!

Please post here fai fai tender wins? Which NFCP package? Which main contractor they working with?

Ok you seem to be an expert epidemiologist. I shall bow to your expertise and your proposal that intravenous high dosage of vitamin c can cure covid19. With the entire world eager to try anything, the anti malarial drug chloroquine should stop being on phase 2 of clinical trials and should push IVC to phase 1 instead.

I wonder if CDC is aware of this treatment? I guess we can go check.


>>>>>>>>>>

https://www.factcheck.org/2020/02/fake-coronavirus-cures-part-3-vitamin-c-isnt-a-shield/

Real or not, fake or not all you need to do is compare the portfolio, my replies and method of investing.

If you doubt my analysis in any of my stock holdings, you can compare it with the results that follows.

Question is, are you real? How does one invest in xinquan, hengyuan, ksl, INSAS, still have such results without evolving their investing methods?

https://klse.i3investor.com/blogs/Sslee_blog/2019-03-15-story198128-Ho...

How does someone who writes such wonderful articles get it so wrong?

Maybe if you stop writing about religion in a stock investing forum you will do better:

https://klse.i3investor.com/blogs/Sslee_blog/2018-12-24-story-h1456237...

Maybe if you stop putting emotion into your investing and kept it as realize rational and analytical as possible you would do much better.

https://klse.i3investor.com/blogs/Sslee_blog/2018-12-09-story-h1456179...

Maybe if you stopped writing about politics in a stick investing forum your results would be much better.

https://klse.i3investor.com/blogs/Sslee_blog/2018-11-16-story-h1456087...

Maybe... If you stop commenting about a person's character and concentrated instead on the stock valuation you would do much better.

https://klse.i3investor.com/blogs/Sslee_blog/2018-12-11-story186081-JA...

Maybe if you stop falling in love with a stock and started thinking about the returns of the stock your would do far far better.

https://klse.i3investor.com/blogs/Sslee_blog/2018-12-16-story186734-IN...


My advice: keep to stock valuation and the art of understanding how to pick stocks. Stay away from politics, religion, character assassination, falling in love with your stocks( I sold some QL, my longest held stock btw), and realize that the only thing to do in a stock investing forum, is to learn how to value companies.

Which is more egoistical? The one who never listens and evaluate even as his stock goes from rm1 in 2018 to rm0.36, despite many promises of the contrary on buying undervalued asset companies? Or the one who didn't listen because his stocks kept going up and results kept being solid even through black swan events?

When a teacher scolds your son at school, do you immediately rise to defend your son and beat up the teacher? Or do you question the son and ask him what he did wrong?

Your mistake is in believing that I have something against INSAS, that your loss is somehow my gain.

That is a pathetic and sad way of thinking about investing and valuation. You have lost all rationality during this crisis.

So be it. This will be my last response to any of your comments ever again.

I will leave you to your INSAS. And I hope you never commend on any of my posts or any of my held portfolio stocks ever again.

Good luck on your investing.

https://www.nutraingredients.com/Article/2020/03/25/Hospital-turns-to-high-dose-vitamin-C-to-fight-coronavirus#

You mean this vitamin c intravenous?

This Dr Cheng has been pushing vitamin c for everything from cancer cure to ICU stays since 2018 on Twitter. How many doctors do you know are so active online on Twitter? He even has a company that produces vc intravenously. I don't know about you, if vitamin c was such a wonder drug, im sure it would have been tried out in huge dosage by now.

But the fact is vitamin c is being used in conjunction with other anti inflammatory and control drugs so you cannot just say vitamin c is the cure all end all for covid19 and cancer....

https://twitter.com/drrichardcheng1?lang=en

>>>>>>>>>>

Posted by Ayoyo > Mar 28, 2020 4:12 PM | Report Abuse

Phillip, just a reminder - you are taking in millions of pathogens everyday - just by breathing and the only thing that is keeping you alive today is your immune system response

Don't have to believe me.. Just google up Dr Richard Cheng, his work was published in a respected science journal two days ago, worked with Shanghai hospitals to admister IVC successfully to 50 covid-19 patients and Dr Shiva Ayyadurai - he is openly chastising fauci now...

Two days ago, new York post reported a hospital has started vitamin C treatment protocol on covid-19 patients but they way short on supplies

This is not fiction.. Every one of them is available online

The mind is like a parachute, it only works when it's open

What stocks have you been buying Mr powerplant technician report guy?

>>>>>>>>
i3lurker dun say bad
must encourage Philip to buy more

stimulus package? Dun see it, I dun get anything at all....
28/03/2020 10:10 AM

Ini baru lah no one left behind.

If you think bear market is that easy, you still have a thing or two to learn.

>>>>>>>>

ahbah Pak Din oredi bunuh the mkt killer bear with his Stimulus Plan.

Our whole mkt now is very chip.

Masuk.

And U will not be left behind !
28/03/2020 3:57 PM

I think you have been watching too many TV shows. Do you really think Vitamin C is going to treat covid-19 patients?

In any case, anyone that is willing to try to take the mic from donald trump is good in my books.

>>>>>>>>

Dr Andrew cheng (who used vitamin C to successfully treat covid-19 patients in China), Dr Shiva Ayyadurai, brilliant MIT scientist and biologist who is chastising fauci - Dr Shiva recommends vitamin A, C, and D.... Also Dr Andrew Saul, Dr John Bergman, Dr Bruce Lipton etc...

And funnily enough, how do I know that? It is not because I am some form of brilliant investor, but because I listen a lot, and scuttlebutt. My daughter works for amzn AWS division in US, and I believe her more than some kid who spent a few hours reading some tech journals and annual reports and suddenly believes he is an expert on Google.

>>>>>>>>

FYI the backbone of the internet is not Google, its is Amazon AWS. IF it disappeared, half of the websites in the world will go down.

One thing where this kid is right on Google, AND why I dont buy Apple NOR google, is the concept of addresable market.

There is a simple reason why Google and Apple is below PE30 (no longer the Tech darlings), this is because they have already gone past the growth stage (understand the term TOTAL ADDRESABLE MARKET). Google is everywhere, Apple smartphones is already losing market share (https://marketrealist.com/2019/08/iphone-loses-global-smartphone-market-share/).

Where else can Google grow to? Google is like a public utility, if it demands too much, it will face repercussions from USA, EU (and it already has). Therefore, there are many restrictions already to what Google is allowed or not allowed to do. If he thinks it can continue to expand (to MARS maybe?) at previous speeds, then he should probably listen to more berkshire meetings. Choivo seems to think he knows a lot, but unfortunately he is way outside his circle of competence.

FYI the backbone of the internet is not Google, its is Amazon AWS. IF it disappeared, half of the websites in the world will go down. Google has already thrown a lot of money into every nook and cranny to find success, with some mixed and others losses. IT has been unable to create a demand for its hardware (from google glass, to google nexus, etc) similar to microsoft, and although I will grant you waymo is going to change the world, it still remains to be seen.

I would respect Choivo more if he bought google 10 years ago, or even 5 years ago.

But despite his wild claims, I doubt he had the investing acument to value or buy google when the googling was good.

If he had clearly shown his portfolio, we would have known it was true or false, and I would have had more respect for his investing skills then.

But now? He can create whatever stories he wants, it just sounds like fake news.

>>>>>>>>

Google
Doubled earnings in 3 years, and grew 15% year on year for 5 years.



This company literally forms the backbone of the internet and has more than 97% market share in every country except for China (China Wall), Japan (75% Market Share, Yahoo Japan 21%) and Korea (60% share Market Share, Naver 20%).

His concurrent theme is all on EXPORTS. With markets shutting down the world over, supplies of materials delays (and the inevitable price increases when demand is over supply), ability to keep contract obligations (when faced with ability to churn out product) , and the market demand for products abroad versus locally sourced products (virus changing globalisation mindsets), will make a lot of countries think deep and realize the value of a homegrown support industry instead of relying overseas. I believe he is in for a huge huge shock as the 2020 results will clearly show.

He doesn't realize what is cheap, can go oh-so-much-cheaper.

Many businesses that do not have a direct monopoly in the market will suffer as everyone will be selling at cut throat prices to survive, and export markets will be closed for year to come.


>>>>>>

KLSE

Petron Malaysia Refining & Marketing Berhad – I wrote about it before and I don’t think I need to explain further.
Magni-Tech Industries Berhad – (ROE excl Net Cash: 40%), (EV/Earnings: 3 times)
Favelle Favco Berhad – (ROE excl Net Cash: 15%), (EV/Earnings: 2.3 times)
Lii Hen Industries Berhad – (ROE excl Net Cash: 28%), (EV/Earnings: 3.2 times)
Poh Huat Resources Holdings Berhad – (ROE excl Net Cash: 16%), (EV/Earnings: 3 times)
Hong Leong Industries Berhad – (ROE excl Net Cash: 30%), (EV/Earnings: 3 times)
Homeritz Corporation Berhad - (ROE excl Net Cash: 30%), (EV/Earnings: 2.5 times)
Uchi Technologies Berhad - (ROE excl Net Cash: 250%), (EV/Earnings: 10.5 times)


These are companies who i think their earning power will not be diminished after this virus blows over, and have a strong history of paying out earnings, and have good/decent capital allocation abilities (ie no unnecessary ventures).

Researches have found a somewhat effective cure (ask dr fauci) and pushing to phase 2 of clinical trials. The estimation is between 6 months to 24 months. I believe it will usually be in the middle: aka 12 months.

Harta and topglove will not go down (in fact guaranteed to go up as worldwide shortage of gloves, and capacity filled to the brim and still supply is not met). GENM 31-DEC-19 results have not factored into the emptiness of 31-MAC-20 quarter, and the next 3 months as no one will be in the mood to go on a holiday. Expect if a cure is found and market belief is up that things will recover by christmas DEC-20, and return of full results by 21', as predicted by Dr. Fauci.

In either case, don't trust my words, as I dont write beautiful prose like Choivo. Take my predictions with a huge block of salt, but compare it with my portfolio investment results to see how I respond to my predictions and how I invest accordingly.

That is the only thing we can do. Hope we all survive the journey together, instead of listening to blind prophets who are suddenly in OWNERSHIP of GOOGLE 5 years ago while never mentioning it once.



>>>>>>>

Posted by probability > Mar 28, 2020 3:17 PM | Report Abuse

same old stories here...dizzying long write up...with some recommendation without are compelling reason.....and the sifus keep arguing without a clear direction...

i agree with ayoyo comments above..

the question now is...shall we go for stocks like Harta or greatly depressed due to covid like GenM?

both are good companies...but the answer depends on WHEN (not will) a cure to covid-19 will be discovered and implemented..

its a difficult question, but wish some young scientist are available in i3 instead of young accountants....to figure this out.

first asking for MYR5000 for research into RCECAP which you subsequently sold. Now asking an old man for his MYR500K to put into your loss making "fund"? it's not a fund until you start making money my young friend. Until you do, it's called a SCAM.

Wow, on top of working late every night? And running a second business with your girlfriend? And doing auditing? and so much? Oh gosh, no wonder you have to hide your results. The lack of focus must be debilitating.

See, this is what I mean. ALL frauds talk a good story,goes on stage and talks in public, but when push comes to shove, they really do have very little to show for it.

I think I will stop here. You have no idea how many investors fell into your trap of rcecap over the years. Maybe you should owe it to them instead.

>>>>>>

If i ever stop running my fund, i'll make mine public.

Sure thing kid, sure thing. In the last 5 years zero mention of Google. Now suddenly he says he bought Google which grew for the last 5 years. Which part of the portfolio was this? xx stock? Or XX stock?

Too bad. I dont believe you are smart, and I dont believe you bought google 5 years ago.

>>>>>>>

I'm only smart enough to pay 17PE for google, the backbone of the internet, which grew 20% per annum for the last 5 years, and can give you ROE of 35%.

That is disgusting. Why would I even do that? Knowing your returns? I might as well give 500K as a donation to the Covid-19 fund.

In fact, sorry, I already have. I have no wish to put money with frauds.

>>>>>>

Or you can just put RM500k with me, and i'll send you a copy of the letter with all my positions.

Wow apple managed to see the covid coming since 2019? Brillant.

I'm sorry. I don't need your trust or your respect. I am just here to share my investing results, what I learn from REAL investors in the bursa forum, and what scams and information are being run around by fake sifus.

I am not here to make friends, or share my phone number, or sell classes or subscriptions or my latest book.

I call it as I see fit. This is a free forum after all, where comments and opinions are shared around like toilet paper. But the value of the comments and opinions can only work if there are results to back it up.

There are many real investors around in the forums which I am learning from everyday (I have bought more new stocks in the last year than I have in the last 5). These are thanks to many of them quietly offering up very good information and comments without the "mumbo jumbo" that many of them love. What does religion, chedet, communication blogs have to do with stockpicking.

Sadly, the ones that talk the most have the least to offer. (in your 144 blog post, choivo 64 blogs, versus my 34 blog posts, what have we learned?)

Your insas bet and choivo rcecap bet has the same results for the last 2+ years, and I find I have neither respect nor trust for both of your stock picks. I'm sorry if you feel offended and you think this is egoistic/arrogant, but I am just pointing out a simple fact.

If you held insas and rcecap for the last 3-5 years, you would not have made sufficient profit to make up for the risk you bear in buying a stock. You may not have understood what I am telling you back in 2019, but in 2020 when the 3 black swan events hit, you finally learn what RISK is.

I'm sorry you had to learn it the hard way, but the world is not out to gain your trust or respect. It just shows you what real world investing is like. As I myself am still learning, maybe you should stop trying to learn how to make friends on the forum, but instead learn how to buy stocks well.

>>>>>>>>

Dear Philip,
You earned my trust but not my respect and below are the reasons why:
https://klse.i3investor.com/blogs/Sslee_blog/2018-02-13-story147404-CN...

Thank you.
P/S: By the way the title thing is a sarcastic way to tell you perhaps you should seek one to fit your ego.

Yeah previously kicked out of netx because only function is a troll not referee, he doesn't hold a single share of netx (or any share in bursa) his hobby is just to become a troll. he turns on netx investors and detractors alike. I still dont know what he is doing in forum. I don't even know what shares he buys. But he likes to talk bad about other people for fun.

Don't feed the troll.


>>>>>>>>

abang dragonslayer kamu referee bribery jjohnchew5?

click on philip and open his portfolio. the real one should have a trackable proper portfolio of his buying and selling.

Sslee,

Too bad you know nothing about me. But if you did know, you would understand that engineers love the process of doing something rather than only the results. Only businessman like you want 1 year 100% results rather than learning the art of investment.

My question is still relevant and important. I am looking for a true teacher to learn from, not a publicist.

All the great investors have a public portfolio with transparent results.

Warren has one.
Munger has one.
Howard marks has one.
Peter lunch has one.
Carl Icahn has one.
Even bill ackman has one.

Documented and tracked.

A garbage disposal guy working in New Zealand could write a book and plagiarize all of the value investing concepts out there into a book. But who would read it if that garbage disposal guy did not have results?

It's like asking a zunar to write a book about governing a nation.

Yeah right.

Take for example this guy. How would you rate his top picks or trust him? Thousands, millions of characters like this ( including kcchongz) around. Without a proper portfolio, how do you know his long term results? Maybe he just attended a kcchonz class last month or read his book, and now he thinks he is a hot shot professional investor.

I bet this is the first crisis he has gone through, and he doesn't even have a portfolio maintained.

>>>>>>>>>>

Posted by Najib Zamry > Mar 27, 2020 12:49 PM | Report Abuse

I trust that now is the best time to load your bullet in the market now. Unlimited QE and concentrated effort from all government around the world will see the flow of money to the market. My top pick are BAT, HAIO, JHM, PADINI, MAGNI,KGB, ASTR0. All of them have drop more than 50 % , High Dividend Yield and solid Balance Sheet company. Trust that stimulus package announced by PM will see some money flow to this counter.

Too bad you know nothing about me. But if you did know, you would understand that engineers love the process of doing something rather than only the results. Only businessman like you want 1 year 100% results rather than learning the art of investment.

My question is still relevant and important. I am looking for a true teacher to learn from, not a publicist.

All the great investors have a public portfolio with transparent results.

Warren has one.
Munger has one.
Howard marks has one.
Peter lunch has one.
Carl Icahn has one.
Even bill ackman has one.

Documented and tracked.

A garbage disposal guy working in New Zealand could write a book and plagiarize all of the value investing concepts out there into a book. But who would read it if that garbage disposal guy did not have results?

It's like asking a zunar to write a book about governing a nation.

Yeah right.

I remember this article you wrote long ago, but failed to realize the truth, beautiful words and wonderful articles do not make an investor. You would have been better off having access to choivo, OTB and koon portfolio and long term performance before you had jumped into hengyuan, xinquan and many of the stocks that was bought.

But, again hard to teach an old dog new tricks.

>>>>>>>>

https://klse.i3investor.com/blogs/Sslee_blog/2018-12-02-story184767-My_response_to_CHOIVO_CAPITAL_Remember_Croesus.jsp

The thing is, many so called super "wannabe" investors Trainers like to talk about being like Charlie and warren etc, but fall to the wayside when push comes to shove. They like to talk about value investing, how they made 100% on this and that, and how they know how to value and buy.

But the one constant which none of them have despite all the post and comments, none have it except for Koon yew yin and ooi Tek bee,

Jonathan Choi yi kit does not have it.
Ricky yeoh does not have it.
Calvin tan eng yet does not have it.
Icon8888 does not have it.
Kcchongz does not have it. ( He however has a book, how useful I don't know).
Stockraider definitely does not have it.
Louisinvesting does not have it.
Greentrades does not have it.

What all of these people who comment so much on i3 forums is the lack transparent, trackable portfolio ( its a free simple tool that exists on i3 forum, funny how very few people use it.)

Why? They will give you excuses like how they don't want people to frontrun them ( which is silly when you really think about it, they can buy first then update), but the fact of the matter is: once keyed in they will be unable to delete the portfolio entries or replace it with fake entries, but must constantly be on the public eye to see if their blogs and writings jive with their market results.

Choivo tries to do it, buy half heartedly. He kind of tells you what he buys, buy hides it behind xx and XX stocks, and makes you guess what he holds. But he did not tell your boss positions, or when he sells.

But the thing is, what you bought is not so much as important as what you sell. More important that what you bought and sold, is your conviction and the total amounts of each stock that you bought or sold.

They like to talk the talk, but when it comes to walking the walk, they somehow fall apart.

And the first thing they dive into is the quarterly results of warrens Berkshire reports.

https://www.berkshirehathaway.com/reports.html

I find it very tiresome( because I see it all the time), but my belief is this: if you want to be a public figure and write all sorts of articles and promotionals, you need to be accredited. If I wrote a medical journal, but never having spent a day in medical school, I could convince a lot a random idiots into taking my words verbatim acting wrongly on my "advice".

Financial "education" has the same effect on that EVERYONE is suddenly an expert on the companies that they buy. EVERYONE! Trust me. Calvin tan is as expert on networking infrastructure, choivo is an expert on petroleum refineries. This has a lot of potential for destruction, especially for eager young investors out to make a quick buck.

Who do you believe? In the real world, they would not be able to publish such things without a financial advisor license, a prospectus of their 5 year results and a full disclosure on their fund size.

But here in the internet, they can hide behind blogs and write whatever they want.

Here is the real guide: you trust Warren buffet and Charles munger not because of what they say or do, but the financial reports that show their results and the acumen.

So I tell you: listen with one ear. If they don't have financials or a history of results, treat it as fantasy and do not buy anything based on simple recommendations. Instead listen to them for a few years, build their portfolio for them ( they will always tell you when they buy, but never when they sell. Period.) Then you will quickly realize what quacks they really are.

I put KYY and OTB on a different scale though ( KYY when he buys you WILL know it, but you when he sells you will ALSO know it, albeit when the stock crashes). OTB makes money from classes and subscription, so he has to maintain a transparent form of investing. I can respect that.

What use for titles, ideas without conviction and concrete results is nothing more than dreams.

What is the difference between Calvin tan and choivo? Nothing. Both write good articles, and both say wonderful things.

But would you buy rcecap? Or pay rm5000 for a "research" into rcecap?

>>>>>>>>>

Posted by Sslee > Mar 28, 2020 10:41 AM | Report Abuse

Haha,
Thinkers value ideas
Egoistic value his own opinion
Rich people value the length of his sausage
And super rich people value title
So when Philip going to get a Dato, Dato’ Sri, Tan Sri or Tun title?