QR is releasing this week, shouldn't ppl have confidence in this coming quarter given the company prospect and its fundamentals are quite good based on the past 2 quarters? Also, RSI now showing an oversold signal, I guess disposal mainly from fund managers. So should we not priced in now?
https://youtu.be/Zbot3gF5MQA

Post removed.Why?

Guys, oil palm price is up but a lot of company their yield or output is low due to weather factor. Also fertiliser cost is high as ringgit value drop. That is why company performance won't be so encouraging.
https://www.facebook.com/permalink.php?story_fbid=166218910512519&id=100013732328366

Seph, noted on BIMB-Wa. Thanks.

Seph - Any thoughts on BIMB-WA? Good to enter at this low price of 0.51-0.52?

Seph, thanks for sharing your mmode moves. I also made about 10% on Mmode. Sold at 0.545.

Seph,

Impeccable timing! I want to learn from you how you read the market, which is so unpredictable!


Posted by sephiroth > Oct 14, 2014 10:48 AM | Report Abuse

woah mmode 51 liau, another 3 sen gain, huaatttt aaaaaarrrrrrrrrrrr

I had to google 'Kaya Scodelario'

Guys,

Time to cut loss and wait for market to go down and then buy back?

Or just hold, and keep on averaging down (in the likely chance that market might go back up instead of fall?)

Thanks!

Thanks for the feedback/reply Seph. Appreciate it. If you are alright with it, do keep me clued in on your movements for pjdev-wc. Thanks!

-----------------------------
horriefic, gotta ask ta sifu, olh use the d 400m plus (aka sai lang kikikiki)from land & building sale to buy land in Australia instead of giving special dividend, guess shareholders piss off liau, i sold 75% at average 1.08, today buyback some at 94/94.5

Seph - what are your thoughts on PJDEV-WC? Is it panic selling by fearful people, and time to take advantage by buying? Thanks!

Seph - collecting more pjdev-wc at current prices?

Noted. Thanks Seph. I just checked out the financial reports for Waseong, and I also agree that the margins are too low.

Posted by sephiroth > Sep 17, 2014 04:36 PM | Report Abuse

horriefic, waseong kenot play one lah, profit margin way too thin

Seph - any thoughts/feedback on Waseong? They are moving into renewable energy businesses. Also, they are doing some deals with Petra?

Hilarious!

Seph,

Hexza still can go in at this 0.82 price? Profit margins look low for this counter though.

Good morning to all! May today be all green!

Noted Seph. Thanks for the link. Now I know where to go to check the financial statements for some FA analysis.

Seph,

To get the below information, you go to Bursa website, download the company's latest annual report, and read off the reported B/S and P&L? Or you get the info from some other place?

I hope you don't mind me tapping your brains. At least I want to learn how to fish, and not ask to be given the fish (but definitely not inferring anything about anybody else).

Thanks!


Posted by sephiroth > Aug 21, 2014 04:47 PM | Report Abuse

cherry, this land not so golden wor

bad quality asset biological asset(wink wink kikiki) 247.2m, Property, plant and equipment 179m,Intangible asset 268m

borrowings whopping 157.8m, negative cash flow from operation, if not drawdown of bank borrowings 33.6m, cash would have been -17.7m

"tons of funds"...I LIKE!

Seph, at prices now, if you had to choose to load up on Salcon or Bimb-Wa, which would you prefer?

:)

Already transacted 1/3 of holdings. Managed to reduce part of the order. Hold the balance 2/3 to fight. Use the money from the 1/3 sold to pick up some other counters.

Still holding TA, OSK, Sona, Salcon, Latitude & Seal.

Thanks Seph. Noted and appreciated.

Selling half my pjdev-wc at 1.19 now. Zero bullets to buy other counters like bimb-wa. So sell pjdev-wc when high, and buy some shares that are low.

Seph,

Just to tap your brains on your below post, you mean that you are buying bimb-wa at 0.67, but if it drops to 0.66 you will cut-loss and sell? Thanks.

Posted by sephiroth > Aug 21, 2014 02:55 PM | Report Abuse

time to buy bimb-wa, sudah makan 67, stop loss 66

Good morning to all!

http://www.thestar.com.my/Business/Business-News/2014/07/12/GLCs-take-up-stakes-in-Reach-New-rules-open-the-way-for-LTH-Felda-and-Mara-to-buy-into-Spac/

Seph,

What are your thoughts on Reach?

94.75% of the RM0.75 is held in trust. So RM0.71 is net cash held in a trust account that cannot be touched by Reached management until they make a qualifying acquisition.

So if the price falls below RM0.71, it's a good to top up more shares as you are paying less to get RM0.71 per share.

Thanks Seph and all for clarifying and answering my question.

Seph,

I don't really understand the mechanics of what you said below at ChrissyConn forum. How does the market pricing in the privatization of PJD make the premium on pjdev-wc low?

Posted by sephiroth > Aug 14, 2014 11:33 AM | Report Abuse

asakura, i said many times liau mah, the mkt is pricing in privatization of pjd, at the end of the day shareholders will not accept olh's pathetic offer

Noted, and thanks Seph. Appreciate it.

seph,

What is your tp that you will start taking selling and take profit on your pjdev-wc?

Thanks!

Seph,

What price will you start selling pjdev-wc? I have a loadful bought at average price of 0.76. Its my single largest holding/quantity counter. Thanks for your feedback.

inwest88,

Thanks for the reply. I appreciate it. I discovered that M2U, which I use, has quite decent technical charting tools, so will use thay for a start.

Noted, and thanks Connie for all the links and feedback. I have bookmarked and will go through for sure. Am actually already going through StockCharts.com 'Technical Analysis 101' write-ups (Part 1- 15) which I find a good intro and easy to understand.

Thanks once again.

Noted on OSK charts. Thanks Connie.

b&p = bra and panty?

Seph, congrats on your BIMBWA phenomenal return in just only a few days!

Trustme,

What I meant was what chart do you look at to get your technical information/readings like support, breakout etc that you write about in your posts. Anyway, I probably need to read and familiarise a bit more before asking too many newbie questions (which I am).

Posted by trustme932 > Aug 6, 2014 10:07 AM | Report Abuse

Horriefic..I don't have any software,dont even own a book on EW,m sori.Connie..plse help.

Connie,

Thanks a lot. Appreciate it.

No lah, I am nice guy. This website (and this sub-forum) has really helped me a lot in my investments, and I now want to continue to learn more about TA so that at least I can understand and discuss a bit with all you TA people here!


Posted by connie > Aug 6, 2014 10:05 AM | Report Abuse

hi horriefic ... are u a horrified person ?? :) jk !!! give me a bit of time and will revert to u soonest :) will check those useful links for you !!

Trustme,

Noted. Will try hunt for the Robert Balan book on Amazon, eBay etc.

So what software/website you recommend I try out? Thanks

Trustme932,

Can you advise me what software/website you use for TA? I would like to start learning about TA and get some understanding on it. Thanks!

Inwest88,

I want to start learning about TA, so started reading about TA basics from the internet. I currently trade using M2U which does not have charting tools. What charting tool, software or website do you recommend/suggest. Thanks for your advise and feedback. Looking forward to discussing TA here in the future!

Noted. Thanks Gerry188!

Connie and all,

I am fundamentally (pun intended) a FA person. But spending so much time reading the forums here on i3 and also monitoring the market and my investments that now want to start learning the basics of TA. Always read you guys talking about TA stuff that I need to also understand a bit lah! What book or website do you recommend I read first (something easy to understand and that explains the basis behind TA clearly), and what charting tool do you recommend. I currently just use M2U to trade.

Thanks in advance!

Duit has been silent these past couple of days! Anybody can post/share the link to his blog please. Thanks!

Seph, noted on TA. Thanks for feedback.

Seph,

Any thoughts/feedback on TA Enterprise? Thanks.

asakura,

My understanding is that after the rcps ex-date, the mother share will fall by 25 cents as well, so technically back to parity from an investment point of view. But of course the mother share and the rcps may also go up (or go down).

duit,

Thanks for the reply. I do appreciate it. Got me thinking, and learning more.

duit,

Is the low profit margins of Masteel a concern?

1Q May 2014, sales 337m, but profit only 7.28m (2.1% margin)
4Q Feb 2014, sales 351m, profit only 5.4m (1.5% margin) etc.

Not saying the price won't go up. Just asking for feedback and wanting to learn more.

With such low profit margins, there is no 'margin of safety', which is one of the key requirements of Warren Buffet etc.