LOL? when you cant win, u confuse ppl with your words. let me translate what u said for you: "u guys win here short term, will lose elsewhere for sure." funny la u

LOL? salute. you enjoy the process and u dont bother whether you are making money or not. i rest my case.

for either price taker or price maker, whether their end users able to command them to give further discoount, of course yes, but how about the magnitude of the discount? you have to get to talk to film converters in person, u will understand the whole picture. i was lucky to have spoken to a few of them :)

we started to buy at rm2.5, when we knew that how much polymer prices dropped yoy, way before the q results was out. My point is, if i purely looked at all these metrics roic roc etc, ignoring the fact that upcoming 2 quarters will be much much better yoy due to lower resin prices yoy, i wouldnt have bought. i think there is no point of us arguing. most of us bought tguan at 2.5, wont be here for years, not like you, had been holding flbhd from 1.5 to 3.5, then back to 1.5, square one, then slipped into losses. Even i sell now, i will get 40% roi. our strategy is completely different. you buy n hold for years. no right or wrong. but for tguan case, share price proved that our initial investment thesis is right.

ppl are here for some well known facts and insights...

from low polymer prices bro...

ncm88, not just double top. but double btm at 3.3 also. haha

n most importantly, we make money from share price, not their roic

out of 100 investors, only one appreciates roic, the rest dont. if they dont value, they wont buy, then share price how to go up?
u must know what it takes for the share price to go up. it is earning growth.

but it only works for short term investor like me. long term lain cerita

yes. you are right. but closer assumption. for eg tguan, we all know that PE prices has been dropping like crap. yoy at least 30%. n i Assume everything else remains the same, its profit will be higher for sure. better and closer guestimation than looking at those roc roic right?

tomorrow go below rm1 for me to buy :)

all these dcf roic roc pe nta etc. if earning drops, none of them matters, share price will follow suit. ppl use all these metric to guesstimate the growth, but still, u r using “assumption” and “past year data”.

earning improvement

coming quarter results will be better yoy also. your call.

back to rm10 la. 2 more red quarters :)

rm4 :)

adding

sell plz. it will collapse. let me buy

rm4 soon

easy profit :)

bought at 2.6. waiting for 5

rm4

told you guys yesterday

results is superb

rm4

hmm. i see. any chance that i would get 100% i.e. 500k units? :) unlikely right?

chefsaham, what say you?

hmm. i thought max allotment is 14k units for application of 300k units?

applied for 300k units. no refund yet. why so weird? i got 100%?

look at the spread between naptha and polymer. god bless u all

sure collapse. trust me :)

yes. annoucement is coming soon. stay tuned.

limit up on day 1

Hi HitNRun, will you buy mmsv now? what do you think about its q3 & q4?

hitnrun, how is q3 & q4 results?

polymer prices continue to drop. buy more

i can assure u that coming quarter will be superb

what stock you are buying now?

spectre007, where are you?

easily go back to rm3.5

i am buying for mid term. coz polymer prices will go lower and lower. especially after Rapid plants start up.

sure collapse. look at current oil price. bye

no one can answer this question: will the profit go back to 80mil since this is just change of accounting standard. if the ans is yes, buy more. if the ans is no, bye

n it should drop more

if it cant go back to the profit level, the selloff is justified

but the question is, when will the profit be back to 80-90mil?

coming 2 qrs will be worse yoy. wait for it to dip below rm10

ham 7 ad

back to rm8 :)