Tandavid88,

I suggest you subscribe to otb stock pick
I believe you can achieve 140% roi as well

You must have a good reason to buy
Not because of kyy or otb, kcchong or dk66
Follow the fact you no regret and you will not curse anyone even though at the end you do not win.
That is what i wish to share with you

If you have faith in what you buy, like Dk66, do you scare I can do anything bad

Is it not a risk that you should be aware?
Make sure you are not talking cock before you say other talk cock

Am I not telling the true?
Why make use of otb to promote your buy?

But he is TA first FA second,
He is short term player
Shorter than kyy
It is a good thing also a bad thing

if you find the recent sentiment is too hard to reject or ignore totally ,
then follow my way to trade
+ or - cut win or cut loss and never enter at a price higher than you had previously sold
good lucks

I am just telling the truth , sharing my experience following many great sifu here, not attacking any one if you read my view with a positive mind

i like KCChong and DK66 sharing , their view is not based on chart, more consistent , less flip-flopping now and then .

Jaks power plant is an old story not a new story
but the price is not moved by the power plant but KYY money when he bought and down when he sold
DK 66 is no doubt a honest gentleman , very hardworking , very generous to share with us his kindness. Recently his buy call is supported by otb , i believe many will agree if i say, the recent surge was due to otb group buying , they are short term players, shorter than kyy, we do not know when they will sell, they have no obligation to warn you earlier . that is why OTB sifu kindly warned you earlier , trust no one , his trading decision is based on chart but the worst thing is the chart reading is he who will make the interpretation .
I am glad to hear , he stop sharing his kindness which may do more harm than good to many of us

KYY said : share price is moved by good news

kyy power plant long term consistent earning stories moved the price to 1.70
kyy exit stories sent the price to 40cent

why 2 cut loss ?

the power plant stories is too appealing , it is hard to resist the temptation not to follow the herd and give myself a second chance to try my lucks a second time

i choose to play hit and run

buy below 90
cut win 95
cut loss 85

always enter at the price than the price you last sold
game over after 2 cut loss

1. integrity of the management is more important than the expected future profit

2. when sifu strongly promoting is the time we get ready to run

3. only buy stock that you do not need to run faster than the sifu

4. dk66 is a hardworking sifu but not safe to follow blindly

5. KcChong is a trustworthy sifu safe to follow

6. other sifu ask them to go jiak-sai because they just the chart , promote the good story of the future but well aware that this story can not be followed blindly

pandai-pandai sendiri

Now uncle tak laku already
His stories to push up the price not so well received as before
The current pattern in PCCS, Dayang and teiseng are good example
When he push, people take profit
When he stop, price get no direction
You are outdated now
Readers had learnt and now move ahead of him but not you hoping thing never change
Wake up guys

testing

very funny ....

thank you very much for your kindness to reply me.
you are a kind man willing to help the newbies here
i3 needs more people like you



qqq3 : sherlock ,

profits from the IPP will be equity accounted....but there will not be cash flows....until dividends and exit strategies such as listings and buy outs.
15/09/2018 10:47

Why all my comment to thanks qqq3 always disappear?

I have the feeling that ipp is something like highway. First few years, the profit go to the bank that financed the project, there is a similarity,
but it is worse than highway because the maintenance cost for highway is not that high and lower risk of shut down

This is just my imagination. I see a highway everyday, but I have not seen an ipp before. So I do not know how it is actually operated, I only know it generate current.

I am just sharing my wild imagination.

Mr DK66,

so far I see you are the most knowledgeable one about the power plant project
you seem to have done a lot of home works here

I believe the readers here are very grateful to you for your kindness to share with us your hard work

I reiterate , I am new to jaks . I have no money to buy jaks unless i do the switching from other shares i am holding .

may i ask you some questions ?

1. so far Jaks propose any right issue ?
2. private placement because KYY is old ?
3. what is LTIP ? it represents 15% of the issued share , how the share holdings of other major shareholders will be diluted ?
4. I am not well versed in accounting , you said it is given free to some major shareholders, then how it is accounted in the profit and loss account ?


i sincerely wish to ensure my questions do not look as a challenge , again i would like to say,
I hope my imagine does not sound too stupid and naive to you .






Stock: [JAKS]: JAKS RESOURCES BHD

Sep 10, 2018 09:45 AM | Report Abuse

Sense maker,

Jaks' fundamental was not rock solid. It needed urgent cash to complete its Pacific star project which was long delayed and facing lawsuit. The fastest way was to do 10% private placements which was pre-approved during AGM. One at RM1.36 in 2017 and the other at RM1.38 in 2018. Both took less than a month to complete. Apparently, It seemed easy for Jaks to raise cash. What attracted the Institutions and fund managers? I can't think of anything other than its vietnam IPP.

Andy Ang's immediately restored its stakes in the company thru exercise of LTIP at RM1.40 and open market purchases. The remaining LTIP, likely given for free, to selected few, will not be diluted as the LTIP approved is on 15% of issued shares

I do not know much about Jaks
i just read the comments here
it seems that everybodyis telling and agrees Jaks is a good investment because of it Vietnam 1200MW power plant , that will and seem quite sure to contribute a few hundred million USD of FCF annually when it starts operation . I try to look for a calculation of the potential earning from all the great sifu here who have an in depth study of the project, but it seems none can provide a reasonably good answer , all just provide their own guessing without listing the details to support how the agak-agak few hundred million usd is derived. can any sifu here please kindly provide a clearer view , how like we can see this millions in the first 3 years of its operation .
I reiterate i am new to Jaks, jaks is new to me , but your complicated discussion has aroused my interest to know more
thank you

Buy or not buy, Friday last call
I buy

Going gong buy

Hong gonv earn

Don't think so much

After RI,

IT CAN ONLY BE BETTER.

you gave KYY a good slap and said him manipulating the market and mislead the reader and now you are voting and setting conditions for him to come back
This is not called respect , this is making funs out of him
you are putting more salt into the wound
What a GILA BABI

Posted by Halite > Aug 30, 2018 10:29 AM | Report Abuse

You really not fair to uncle you know

KC diam bought at 0.6 and loudly said he sold at 1.20. No one complain

Uncle said I bought at 0.7 and sold some at 1.2 so that I can buy back at lower. Complain + cursing

天啊。。。。
原来你是要我偷偷的骗你

Posted by joekit > Aug 30, 2018 09:29 AM | Report Abuse

actually kyy didnt goreng the share lar...u all goreng only. he only bought in big amount and thats not illegal. he created the demand. then when the share price increased because share up only more people buy. he of course logically like any investor who earn an amount he deemed sufficient, will start to dispose lor... he not very greedy. his advantage is he is very rich and so rich will get richer very fast. hahahaha

Posted by Halite > Aug 30, 2018 09:16 AM | Report Abuse

I am a stranger to uncle. I am doing what I think right

1. I do not see anything wrong to love and respect a 84 years old man with a promise " when my time is up , all my assets will be donated to charity

2. why he makes so much noices in Bursa ?
there are 2 possibilities ,
(1) he wants to make himself great as a super investor in Bursa, like WB in wall street.
(2) he wants to share with us his knowledge and experience

3. with such noble intention, why he can not gain majority respects ?
(1) big ego
(2) too honest and had forgotten to protect himself

If I were him , I will choose to buy and sell quietly , why share with people my successful stories that invite jealousy and my greatness as founder of some big companies that invites dislike

do not be too harsh with an old man, what you see may not be the true picture, what you think may not be right . of course, that apply to me also. what I perceived can be wrong also.

loser has to admit the failure and learn as what KC said there ain't no toothed angle in bursa

slee,

it is unfair to say paktua73 loss in lionind is the result of Mr Koon substandard shares trading analysis
what I know about paktua is that he is , in my eye, a short term punter. he like to chase high and hoping to sell at a few sen high.
I do concur with you , Mr Koon analysis is inconsistent and substandard , but I do not agree it is unethical or containing element of misleading

commonsense: What KYY did is that legal? Is that not market manipulation? Especially his blog on 4th Aug. Tell people Jaks is cheap. But he was selling on the 3rd (before writing his blog). Then continue selling again on the 6th, 7th, 8th, 9th , 10th, 13th, 17th, 20th, 21st and finally 23rd.



exactly, IPP can not move the share price , only burning money for the coming 3 years
only KYY can move the price , and now he is engaging a professor to advise him how to sell at a good price , what is the best reason to use without creating panic sell

more appropriate

JAKS is KYY play now

IPP play 3 years later

JAKS is a KYY play , not IPP play currently

all the fundamental you are talking about is future thing
what i know about the current thing is
KYY is cash tight
he has no more money to push up the price unless lionind can play wonder to help jaks
if not , then margin call is the matter of time
what is current price ? it is an inflated by KYY and also be deflated by KYY anytime

integrity of the management team is one of the most important factor we take into consideration when we invest into a company . if the management is not honest doing their business , it is better to put your money in the bank than to put to put the money in the hands of those who promises you sky and heaven .

futureeye,

thank you for your kind sharing
but, the most worrisome part about the Megasteel acquisition is not sufficient or seriously dealt with.
what is the impact of the megasteel acquisition on the prospective earning of lionind you had described in detail in your article ? is it an act of bailing out of a debt ridden company ?

I do not think you have answered Kennyyap question
A very simple and straight forward question but a twisted and turned answer

Hengyuan may has good earning and low PE now but a negative crack spread will change the whole picture. Low pe will turn into negative one anytime. What to shout about with this sort of low PE.
Moreover it is a capital intensive business,
You had said an expansion of 14B can bring down petronm with a net cash position and consistent high cash flow.
Then how come you claim a simple upgrade that costs around 1.4b and volatile crack spread will have no short term impact on hengyuan.
If you think, the 1.7b upgrade is good for hengyuan, then I do not see why the 14b expansions disastrous to petronm
Please be fair and unbiased with your comments

Who doesn't know a complex refinery is more efficient than a simple one?

Who doesn't know a saleman selling a complex refinery system can speak better and more convincingly than a true operator like hengyuan who always said it it hard to forecast the profit as there are still a lot of uncertainties ahead

Is it fair to a newbies who are so impressed by your technology promotion. put all his hard earned money into hengyuan because complex refinery is everything

Is it fair to the petronm investor where you have tactfully skipped a lot of all other aspects like strong financial position, retail business, land assets, lucrative petrochemical and a proven efficient management that has the capabilities to do a 1.4B expansion that will bring the company to the next level of growth.

Yes everything sounds so good but the whole picture will change once the crack spread turn negative.

Do not rely solely on PE to evaluate a stock
If a company which profit is tight only to crack spread, then this year low PE can anytime turn negative next year.
I do not ask you not to buy
You must learn to be more skeptical when a thing lookss too good to be true

There are people waiting to buy low
There are people waiting to sell high
It is not difficult to imagine what you will turn out to be if you TP is high

Hengyuan is definitely not cyclical but it's fate is determined by the crack spread.

Many had made money here
Many also had lost their money here
KYY is a strong supporter and believer of low PE
But, he sold at low PE
Do not be misled by others that low PE is a sure good buy or sure win
Invest with an amount that you can afford to lose

Purebull

Agree with your foreign fund can make things happen
But sorry to say this sentence is too vague, can't understand, can you please kindly elaborate

"If u sell your beautiful stocks n the counter buyers r # 30 something, u know edi."

Why want to fight with IB if everything is fine
We fight and you run fast
You are a big cheater

Make history?
You think bursa is a casino area...
Make history?

Collection?
Still dare to shout collection
You want us die at...

Some CW is near maturity
Do you think will sit down do nothing letting the price goes higher and lose millions of ringgit. They won't let the price move up is for sure
Do not cheat us
I know you want to run faster than us

Don't practise double standard
Do not tell me petronm borrowing is bad and hengyuan borrowing is good
Petronm is zero debt and a lot of cash
Hengyuan is 3B debt +lower crack spread+higher interest expenses +plant shut down +tax expense
We do not see any good future in the near term
Do not mislead people. You are not truthful, telling lie

No problem, hengyuan can play magic mah... Do worry....

3B borrowing + plant shut down for upgrading + high interest expenses + income tax after Q4

What is the impact on the accounting profit in the near term