Sslee

Sslee | Joined since 2016-08-31

Investing Experience Beginner
Risk Profile Moderate

Emotional Introvert Most defining characteristics: You are sensitive, melancholic and a perfectionist. You are a very emotional, caring and dedicated person. You believe that there is a bigger picture in life, one that we can’t really see, but we can feel. You are very compassionate, strong minded

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235

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5,332

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Summary
Total comments
5,332
Past 30 days
287
Past 7 days
31
Today
3

User Comments
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3 weeks ago | Report Abuse

StartOfTheBull shouldn't you follow mike-tikus in Priva and jaks?

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3 weeks ago | Report Abuse

Is inari a insas related counter?
Anyone shorting inari?

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3 weeks ago | Report Abuse

How much did topglove spend on SBB when glove is a hot potato?

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3 weeks ago | Report Abuse

O&G is a dirty word and most O&G companies PE is in low single digit.
People move away from O&G to be politically right and some even think a day will come when Science can solve the world energy problem without oil.

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3 weeks ago | Report Abuse

I am just trying to make money from Bursa and why should I prove anything to any one?

Go and read jayatiasa and capA cash flow and prove yourself what have you learnt?

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3 weeks ago | Report Abuse

You need millions to make another million. Only cheap people like Mike-tikus think he can make million from penny stocks Priva and Jaks. He never learnt how to read cash flow.

He is so thick skin to go every forum to promote his priva with misinformation. A dumbass conman indeed.

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3 weeks ago | Report Abuse

What will happen to office rental in KL when everyone build skyscaper?

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3 weeks ago | Report Abuse

IOI, Genting and PBB got luck but the owner boss need to work very hard to grow the business to what there are today.

Insas got luck but owner boss/controlling sharehokder Dato' Sri Thong can just resigned from CEO post just because he can't take the heat during AGM and he want to hide his holding in warrants and timing his move when to increase his holding to above 50%

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3 weeks ago | Report Abuse

Insas is very lucky that Inari founders seek Insas for financial help and listing. Without Inari, Insas most likely by now a PN17 company.

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3 weeks ago | Report Abuse

Palm oil future drop a lot today.
JAKARTA (June 4): Palm oil posted the biggest intraday drop in nearly a year, tracking recent falls in soybean oil and crude petroleum oil, which have made the tropical oil less attractive for use in biofuels.

Prices in Kuala Lumpur fell 3.8% to RM3,920 a tonne on Tuesday, the deepest intraday drop since late June last year, erasing most of the gains that palm made last week. Trading resumed after a holiday in Malaysia on Monday.

Today q buy 1.07 done
So no hurry just keep q buy slowly hope to collect some below RM1.00

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3 weeks ago | Report Abuse

Unlike jaks can only report share of profit from JV JHPD but cash flow problem and need yearly PP or RI to stay afloat.

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3 weeks ago | Report Abuse

Beside PAT need to look into cash flow.
Already pare down borrowing and now in net cash position so can expect at current price dividend yield will be higher than FD rate.

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3 weeks ago | Report Abuse

Thanks nikicheong,
I already move from Armada to Yinson.
Hopefully by 2025 Yinson with addition two FPSO in operation the profit will be growing.

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3 weeks ago | Report Abuse

how big is your position btw.
If keep dropping then I have enough cash in my trading account to make it into top 30 shareholders list.

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3 weeks ago | Report Abuse

Outlook. On April 25, FPSO Kraken will transition to an extension contract as its firm charter with Enquest concludes, resulting in a lower recurring earnings base from this asset. FPSO Sterling 5 is still awaiting the final acceptance from the client, so the asset remains on a standby rate, which is lower than the full contract rate. Its RM1.5b sukuk maturing in Sep 2024 will likely to be refinanced with an USD400m facility of which the rate is yet to be determined

Anyone know after April 25 FPSO Kraken charter rate will be reduced by how much?

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3 weeks ago | Report Abuse

Is the below contribution from low IQ Tikus many aka?

Posted by OleOleOle > Mar 15, 2024 1:31 AM | Report Abuse
New out of PN17 option without selling AA Aviation business to AAX:

Action 1:
Assume excess valuation for each plane of US$3.8mil. Or may be higher! LOL
Total 219 air planes yield excess value gain of RM3,821mil (1US$ to RM4.5915)

Action 2:
Don't give free CAPI shares to CapA investors, but instead use it to double the goodwill from US listing.
Goodwill RM2.36 bil to RM4.72 bil.

Action 3:
Make agressive profit target for 2024: RM2 bil net profit after tax. LOL

Action 4:
Stop buying new planes for one year. LOL


To get out of PN17:
Total Equity Deficit = - 10,469.5 mil (RM)
Valuation gain = 3,821.0 mil (RM)
US Listing Goodwill = 4,720.0 mil (RM) [Note: No free CAPI share to CapA investors.]
2024 Profit target = 2,000.0 mil (RM)
--------------------------------------------------------------
Net Cap-A Equity = 71.5 mil (RM)
== 1.7c NAPS

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3 weeks ago | Report Abuse

Today I q buy 1.07, 1.06, 1.05 and 1.04 will see how many match.

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3 weeks ago | Report Abuse

Page 40: Funding
The Group is currently engaging in discussion with lenders at different stages for debt and equity fundraising, with an estimated amount of RM3 billion. As at the date of this report, the Group has received commitment from investors for a Revenue Bond Program of up to USD365 million (equivalent to RM1.68 billion)
The Revenue Bond program entails the conversion of outstanding lease payments of USD240 million (approximately RM1.1 billion) into bond (Tranche 1) and cash inflow of approximately USD125 million (approximately RM575 million) (Tranche 2) to finance working capital, maintenance cost and lease rentals. The revenue bond will be secured against passenger seat sales from identified routes and shares in a subsidiary. Tranche 1 of the Revenue Bond has a tenure of 2.5 years whereas Tranche 2 has tenure of 4 years. The bond is expected to be issued by mid of 2024.

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3 weeks ago | Report Abuse

Some one must be bullshitting or had never read capA financial report for the past 5 years to make a statement capA is a cash cow when capA is in ICU and need a lot of blood/cash infusion to stay alive.

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3 weeks ago | Report Abuse

Sometime people need to know and accept that the good old day is gone and be brave enough to venture out of his comfort zone.

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4 weeks ago | Report Abuse

Is someone out of his mind to debate with low IQ TIKUS who had nothing to contribute except slander?

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4 weeks ago | Report Abuse

Hope to collect more at cheaper price.

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4 weeks ago | Report Abuse

Maybe kossan. Kossan at least use some of the cash to venture out from glove.

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4 weeks ago | Report Abuse

Repost:
Posted by Sslee > May 16, 2024 7:13 AM | Report Abuse X

Tariffs on rubber medical and surgical gloves will jump to 25% from 7.5% in 2026.

Philip know it, market over react to US tariff increase for glove from 7.5% to 25 % starting 2026.

So what will be the profit look like for Harta? Is the price surge sustainable with the profit growth?

Philip know what will be the profit look like to his Harta and Pchem. If he is smart as he claim, he should take some profit off the table

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4 weeks ago | Report Abuse

I am here just teasing my senior Philip to sell his Harta and Pchem.

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4 weeks ago | Report Abuse

Still BUY. Post-earnings adjustment, we raise our TP to MYR4.10. Our DCF- derived TP implies 28x FY27F P/E, slightly above its pre-COVID-19 5-year historical mean of 26x.

So RHB got the foresight to give 28x FY27F P/E?

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4 weeks ago | Report Abuse

Basic economy 101: Price will depend on demand and supply.
So what will happen if every tom jack and harry also rush in to build DC?

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4 weeks ago | Report Abuse

Who will be next?
How many do we expect to announce next week.
This week we had seen few property names.. Sime Prop, Mah Sing, UEM Sunrise and Jakel.

Anyone counting how much capacity are we building? Or is this just a game to get share prices rallying?

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4 weeks ago | Report Abuse

Stock: [SCIB]: SARAWAK CONSOLIDATED IND BHD
Feb 19, 2024 12:56 PM | Report Abuse

Posted by Sslee > Jan 19, 2024 8:39 AM | Report Abuse X
Mike-tikus
PA another big contract from First Solar, can I buy PA?

Give him some easy tips for coffee money he still insist 
👉Jaks Shl be from Bottom to Uptrend …

Jaks Q4 financial end 31/12/23 will be a very bad quarter.


Stock: [SCIB]: SARAWAK CONSOLIDATED IND BHD
Feb 19, 2024 12:33 PM | Report Abuse

Repost:
Hahahaha,
At least got something to show off unlike Mike-tikus nothing to show except his blow water in jaks: each 1 Sen Up Shl has paper Gain 6 digit… is otw ….
Who is he trying to kid?

Posted by Mikecyc > Feb 15, 2024 2:48 PM | Report Abuse
Haha no worries… each 1 Sen Up Shl has paper Gain 6 digit… is otw ….

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4 weeks ago | Report Abuse

Stock: [SCIB]: SARAWAK CONSOLIDATED IND BHD
Feb 20, 2024 1:06 PM | Report Abuse

Now we know Mike-tikus and TheBull were a perfect fit, a match made in heaven.


Stock: [SCIB]: SARAWAK CONSOLIDATED IND BHD
Feb 20, 2024 12:59 PM | Report Abuse

Posted by Balian de Ibelin > Feb 20, 2024 11:43 AM | Report Abuse
nothing new
MikeCheatYouCrazy eavesdrop on other people and got caught buying wrong stock again?
again?
never learnt hah! 😁

When I sold Hengyuan someone TA chart tell him 44 floor is the bottom so trapped himself at 44 floor.

When I sold jaks at 22 sen for my free beer and lobster someone TA chart tell him 19 floor is the bottom so trapped himself at 19 floor for past 8 months day and night 24/7/365 promoting jaks to no avail.

Free tips Q4 end 31/12/23 jaks financial result will be very bad with multimillion of impairment losses

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4 weeks ago | Report Abuse

Stock: [SCIB]: SARAWAK CONSOLIDATED IND BHD
Feb 5, 2024 9:21 AM | Report Abuse

Or RM 1.00 so that I can tell everyone i3lurker punya multibagger


Stock: [SCIB]: SARAWAK CONSOLIDATED IND BHD
Feb 5, 2024 9:19 AM | Report Abuse

I support i3lurker
Keep till next year


Stock: [SCIB]: SARAWAK CONSOLIDATED IND BHD
Feb 5, 2024 9:06 AM | Report Abuse

Stock : 9237 - SCIB
Ref No. Date Transaction Type Quantity Price
119021328 05/02/2024 Buy 20,000 0.3700

OK bought the power of NOW

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4 weeks ago | Report Abuse

Should I worry about my SCIB 20,000 units bought at 37 sen?

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4 weeks ago | Report Abuse

Dumbass.
From M&A
Condensed Consolidated Statement of Profit or Loss and Other Comprehensive Income
For the Quarter Ended 31 March 2024
RM'000
Revenue 13,066
Cost of Sales (9)
Other Operating Expense (17,168)
Other Operating Income 11,035
Profit from Operations 6,924
Finance Costs (501)
Profit Before Tax 6,423
Taxation (2,015)
Net Profit for the Period 4,408

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1 month ago | Report Abuse

And by the way associate companies everytime PP or ESOS above the NAPS then Insas will need to report net gain on deemed disposal of equity interest in associate companies.

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1 month ago | Report Abuse

Know why Insas need to sell 100 million M&A at only RM 0.29?
Is it has to do with bumiputra shares ownership?

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1 month ago | Report Abuse

Someone is so clueless and thought money fall from the sky so that insas can accumulate over RM 1 billion cash.

Know where the more than RM 1 billion come from?

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1 month ago | Report Abuse

KUALA LUMPUR (May 31): Sime Darby Plantation Bhd (KL:SIMEPLT) sees crude palm oil prices (CPO) averaging above RM4,000 per tonne in 2024 as severe drought limits supply from Indonesia, the world largest palm producing nation.

“Given that palm is the cheapest oil compared to other [vegetable oils, while] fresh fruit bunch (FFB) production in Indonesia [is] still an issue, we expect CPO prices to remain fairly supportive,” chief operating officer Mohd Haris Mohd Arshad told reporters after the group’s first-quarter results announcement at a briefing on Friday.

The third-month CPO contract, which peaked at RM4,261 per tonne on April 3, stood at RM4,079 per tonne at 6pm, according to Bloomberg data.

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1 month ago | Report Abuse

Another 2 or 3 quarter of almost no profit or losses then many will become trapped ikan bilis.

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1 month ago | Report Abuse

Cost:
Raw material cost
Utility cost
Manpower cost
Logistics, shipment and marketing cost
Depreciation cost
Tax/duty cost

So compare the above cost what Malaysia glove manufacturers have advantage over China?

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1 month ago | Report Abuse

What more information you want to make an investment dicision?
The Monthly production figure is announced every month in Bursa website and daily CPO price at MPOB website.

Just buy when everyone is selling and sell when everyone is buying.

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1 month ago | Report Abuse

Philip my UM senior hold a lot of Harta and others.
But do you think the book gain in his portfolio or money in his bank account his?
Who will inherit the money when his time is up in this world?

So book gain or money in bank is just a figure and in theory it is not your unless you spend all the money.

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1 month ago | Report Abuse

Above RM 1.00 one tik is 1 sen apart.

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1 month ago | Report Abuse

Just for fun in collecting a falling knife.
Afterall jayatiasa 9 months end 31/3/2024 EPS is 12.91 sen

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1 month ago | Report Abuse

1 08 also done. Still got q buy 1.07, 1.06, 1.05

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1 month ago | Report Abuse

1.09 done still got q buy 1.08, 1.07, 1.06.

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1 month ago | Report Abuse

Any news on Insas?
Me busy collecting Jayatiasa.

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1 month ago | Report Abuse

Already load up at 1.12, 1.11, 1.10 now q buy below 1.10

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1 month ago | Report Abuse

Delist is most likely outcome.

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1 month ago | Report Abuse

No wonder The Late Charlie Munger's Best Quote “I think that, every time you saw the word EBITDA", you should substitute the word "bulls**t" earnings.”

Know what is capitalA aircraft lease payment and financial cost per quarter?
3. Over RM1 billion EBITDA(Increas by 12%).