Posted by Jon Choivo > Oct 24, 2018 10:14 PM | Report Abuse
qqq3,
I am all in. I also lined up some financing (still conservative).
I am fairly certain kc is also quite aggressively in.

I am an individual investor, and not a fund manager. I am a kiasi individual investor who would never put his money in the stock market which he needs to use for the next at least 5 years. Market at its low can go lower, and even crashes and collapses. Margin investors would have no way to run except go kabut.

If this q cube did as he propagates all the time in i3investor when he told everyone sailang and margin on Sendai and Jaks at RM1.20 and RM1.50, he would have been bankrupted already, unless of course he said one thing to scam, and did another to cheat the public. I think he did the latter.

By the way, I do not need to do all the above.

So young man, it may be good for you to listen to me; never use margin.

Posted by qqq3 > Oct 24, 2018 09:33 PM | Report Abuse
so what have you found?
or cannot find any when shares are at multi year low?


There are heaps of value buys now. They are....

Why the hack I tell you?

I am not one who like to ask people to sailang and margin Jaks and Sendai all over the place, and all over the years.

Posted by qqq3 > Oct 24, 2018 09:25 PM | Report Abuse
stocks are multi years low, kc the value investor cannot find a single value buy.....
stocks flying high previously....plenty of value investments.....
go figure.....


I didn't know that you can't even understand English.

Posted by PotentialGhost > Oct 24, 2018 08:46 PM | Report Abuse
KC your student told Me your return like shit,laugh die me. Hahaha joker KC


Go ask your friend if he is in my stock pick service this year. If so ask him to read those stocks analysis. then come back to this thread and write again.

Posted by PotentialGhost > Oct 24, 2018 08:44 PM | Report Abuse
I believe you I cut my bird ,if you dare show your real statement la o0o


Is this a deal?

Reading your this post and the previous one, you really need enlightenment.

Forget about trading in the stock market now. You will likely to lose money, and likely continue to lose money carrying on trading.

First understand what is investing and have the right mindset.

Learn about investing in stock. Start from these two posts first may help you.

https://klse.i3investor.com/blogs/kcchongnz/161473.jsp
https://klse.i3investor.com/blogs/kcchongnz/162226.jsp

Each of my stock pick service lasted for a year plus and the performance was measured upon the conclusion of the service.

If those stocks were hold longer, their return would not be as good as this few months, the small cap stocks were battered.

However, value investing doesn't mean one must hold the stocks for many years, as I have posted in my articles. My value investing strategy doesn't suggest buying stocks and hold for long period as most businesses are cyclic in nature. Reviews were carried out quarterly if macro or micro have changed. Furthermore, if better stocks are discovered, we may have to sell some old ones to get cash to buy new ones.

Posted by qqq3 > Oct 9, 2018 01:57 PM | Report Abuse
kc...u did not read the book the properly if u missed the part that says the author specialise in buying put warrants....losing small amounts on a regular basis and making a killing when black swans strike........that is his 9 to 5 job......


Nasim Taleb is a university professor teaching financial engineering, dynamic hedging and so on. He is not a trader of put warrants. He bought some put warrants for those stocks involving subprime bundled mortgages during those time, as a past time.

But he wrote about the above in his book, the "Black Swan", and not in the book "fooled by Randomness" which you recite frequently.

I was taking about you being fooled by your bloody own randomness making a few sens punting here and there in some stocks, purely by luck, and you thought you are bloody good. OMG!

This is the book "Fooled by randomness" we are talking about.

Posted by qqq3 > Oct 8, 2018 10:57 PM | Report Abuse
sslee....KYY knows full well I am a small time trader......
I am just a trader......


So how to fulfill your ultimate financial goal of become a two hundred millionaire in 20 years time?

Posted by qqq3 > Oct 8, 2018 11:35 PM | Report Abuse
Taleb says he makes money from Black Swan events.....KLSE don't have that kind of sophistication and instruments...I can only make money by selling higher than my cost......


Well, it looks like you really don't know what you read, but just reciting it everywhere without knowing what the meaning conveyed.

Posted by qqq3 > Oct 8, 2018 11:08 PM | Report Abuse
I am such a trader I can even make money from Lion Industry .....can u imagine that?


So have you understood what you read in Nasim Taleb's book you always recite without knowing what it is about?

Posted by qqq3 > Oct 8, 2018 10:19 PM | Report Abuse
I never did any thing dishonest....but also I cannot be expected to post I sold......


This was what you have done; asking everyone here to use margin finance to sailang Jaks and Sendai when they were trading at >RM1.50 and RM1.30 respectively. Those who followed your calls, which was made relentlessly for the last one year, and caused them to lose more than 80% with 50% margin.

Is this an act of great service to the public?

Posted by qqq3 > Oct 8, 2018 10:08 PM | Report Abuse
Sendai and Jaks so happens to be two of my most profitable counters for 2017/2018........


Now I know why. All following your sailang and margin lost their life saving in Jaks and Sendai, and you were the one making from them by asking them to sailang and margin at very high prices and you dumped to them?

Indeed smart fellow you are. Congrats.

Posted by qqq3 > Oct 8, 2018 09:43 PM | Report Abuse
Sendai is very good to me...I am sitting on 15% profits, not selling yet until I come back from holidays.
Pmetal and Serba.....any drop just buy la.....sure make money one if keep long enough.......
not talking about horse before cannon but talking about the future.......

When you were actively promoting Sendai and Jaks a year ago when they were trading at RM1.30+ and RM1.50+, weren't you talking about the future then?

Posted by qqq3 > Oct 8, 2018 09:02 PM | Report Abuse
P Metal, Sendai, Serba...these are smart ways to approach stock market.


P. Metal, Serba? Just because their share prices went up recently? Why? But did you see it coming a few months ago?

Sendai? Why also?

You called for sailang with margin finance a year ago at RM1.30+. How much is it now? Lost > 40% already, even haven't consider margin.

How?

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.

ME: I HAVE A TOTAL OF 339 ARTICLES IN I3INVESTOR NOW. TELL ME WHICH POST I TEACH PEOPLE TO LOOK FOR LOW QUALITY STUFF?

I think most people are better served if they stick to good quality stuffs.

ME: TELL ME WHY DO YOU CONSIDER SENDAI AND JAKS AS GOOD QUALITY STUFF?

true, what I say about you.


People like u...always only like to talk about valuations, valuation this valuation that, as if stock market can be so easily valued, people like you will only land up with low quality stuffs.

ME: WHICH STOCK OF MINE IS A "LOW QUALITY STUFF" AND WHY?

intrinsic value....margin of safety......lol.....The more you talk about intrinsic value and margin of safety....the more likely your portfolio is full of low quality stuffs ..........................

ME: TELL ME WHAT YOU UNDERSTAND ABOUT INTRINSIC VALUE AND MARGIN OF SAFETY? HOW ARE THEY RELATED TO "LOW QUALITY STUFF"?

Posted by qqq3 > Oct 5, 2018 04:43 PM | Report Abuse
me? I am trader, I buy any stuff....as long as I think I can money based solely on timing considerations........my answers very comprehensive one...........

You know what? So far I have been sparring with you. You condemned value investing, condemn TA, FA. But you never even once substantiate it.

I asked you questions, you have never directly answered anyone of them intelligently.

I have written many articles on value investing. You didn't even read them and start to condemn. I tell you what it is, and you just talk about what is totally different from what I wrote. I showed you evidences from every where,and even my own established and verifiable records in i3investor, I doubt you even read them. And you start to condemn again, and again, and talk rubbish.

You only think your BS, I mean bullshit can work. But you can't articulate even once how you BS works.

What can I say about you?

Shall I continue to waste time on you?

No lah, I was having fun too.

Posted by qqq3 > Oct 5, 2018 12:52 AM | Report Abuse
Good stuffs are never cheap, cheap stuffs are seldom good, unless it is in the middle of a severe bear market.
I think is a good motto to follow......At least then , there is a focus on getting stuffs of higher quality.

Tell us which are the "good stuffs" you have purchased? Sendai, Jaks, Vitrox, Elsoft? What else?

When did you purchase them, and at what prices?

Posted by qqq3 > Oct 5, 2018 04:22 PM | Report Abuse
Jaks and Sendai are the main investments of kyy in last 2 years....He is a businessman and risk taker...( he says so himself)...


When I discuss in i3investor, I talk about issues, not personality.

Why the hell you always pull out someone else name? To boast your image?

You said this,

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.
I think most people are better served if they stick to good quality stuffs.


I asked you,

Posted by kcchongnz > Oct 5, 2018 03:30 PM | Report Abuse X
How do you look at Jaks and Sendai; these two stocks you have been asking people to sailang and margin.
Are they good quality stuff, and why?


Can't you ever talk straight to the point?

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.
I think most people are better served if they stick to good quality stuffs.

How do you look at Jaks and Sendai; these two stocks you have been asking people to sailang and margin.

Are they good quality stuff, and why?

Posted by qqq3 > Oct 5, 2018 12:31 AM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.

ME: I HAVE HUNDREDS OF ARTICLES IN I3INVESTOR. SHOW ME WHICH POST DID I TEACH PEOPLE TO LOOK FOR LOW QUALITY STUFF?

I think most people are better served if they stick to good quality stuffs.

ME: I HAVE WRITTEN A RECENT ARTICLE ON WHAT ARE GOOD QUALITY STUFF IN THE LINK HERE. FOR YOUR OWN SAKE, READ IT AGAIN AND AGAIN

https://klse.i3investor.com/blogs/kcchongnz/161473.jsp

true, what I say about you.


People like u...always only like to talk about valuations, valuation this valuation that, as if stock market can be so easily valued, people like you will only land up with low quality stuffs.

ME: WHEN DID I VALUE "SHARE MARKET"?
WHICH STOCK IN PORTFOLIOS IN THIS ARTICLE ARE LOW QUALITY STUFFS, AND WHY?

intrinsic value....margin of safety......lol.....The more you talk about intrinsic value and margin of safety....the more likely your portfolio is full of low quality stuffs ..........................

ME: LOW QUALITY STUFF. DID YOU SEE THE RETURNS OF THE STOCKS IN MY PORTFOLIOS, THE FOUR OF THEM?

SHOW ME THE HIGH QUALITY STUFF YOU HAVE; WHEN DID YOU BUY THEM, AND AT WHAT PRICES?

Posted by KenaTipu_ > Oct 4, 2018 09:44 PM | Report Abuse
Ptaras(1st ctr in blog 5 years ago) 4.99 today 2.39 losing 2.6 how can make money?
https://klse.i3investor.com/blogs/kcchongnz/127825.jsp


1) There was a 1:1 bonus issues about half a year later from the selection. The price would have been adjusted by half.

2) Pintaras has been paying very high dividend every year. Dividends received would have made up more than half its adjusted price.

3) Pintaras share price has risen to the adjusted price of closed to RM5.00, or more than 100% gain in about one and a half year from picked.

4) Pintaras had some problems a couple of years ago when it was doing the foundation works for Project 118.

5) Pintaras major in foundation for high rise building. This sector has slowed down since three four years ago.

6) Pintaras depends too much on its founder, Dr Chiew, and has no clear successor.

Any item 3, 4, 5 and 6 above would have prompted a value investor to take profit.

That is value investing.

Posted by qqq3 > Oct 3, 2018 04:10 PM | Report Abuse
by kcchongnz > Oct 3, 2018 02:47 PM | Report Abuse

I believe if you are good at investing in distressed debts, you may make big money in those O&G companies too.
===========
so now you want to be known as junk bond king? as well as teacher to newbies?

I tell you what....for most people.....they will be in good hands as long as their money is in good businesses with business sense and good quality management........like qL, for example.......


Distressed debts are junk bonds?


You see you are a really a hopeless "accountant".

Posted by qqq3 > Oct 3, 2018 04:25 PM | Report Abuse
kc
what I don't like about your approach to stock market is you like to teach people to look for low quality but "cheap" stuffs.
I think most people are better served if they stick to good quality stuffs.

Mine low quality stuff? What do I own which is low quality? Please state here.

Jaks and Sendai high quality stuff?

I told you to look at Jaks annual report; what they have done in term of shareholder value enhancement? What quality is the management; what they say, and what they did, and the outcome?

Same as Jaks. Both the quality of their business and the management. The latter for Jaks is actually obvious to most investors.

I don't know if you are blind or what?

Posted by qqq3 > Oct 3, 2018 04:10 PM | Report Abuse
I tell you what....for most people.....they will be in good hands as long as their money is in good businesses with business sense and good quality management........like qL, for example......


I agree with you 100% about the management of QL.

However, we are talking about Sendai.

How much do you know about the boss, besides having a Tan Sri title? How good is the management?

I don't know them but I can evaluate them, from what they have been saying in the past, what they did and what are the outcomes.

Over-promise but under-delivered.

That is the signature dish.

Go read the past annual report since listed. You don't have to believe in me.

What man, keep on harping on good management, but don't have the faintest idea how the management has been doing for the minority shareholders.

You are just keeping on exposing your ignorance.

Posted by qqq3 > Oct 2, 2018 06:50 PM | Report Abuse
and as for Sendai...my private whatsapp to KYY.....

[14:45, 9/30/2018] Sendai on the other hand I am bullish.... The environment is right for them. I think the sale of lift boat is not yet reflected in last results and will be reflected in next results..

[14:47, 9/30/2018] Middle East should be booming with cash at current oil price. Should be party time.

I very generous one...go buy Sendai before he does......


Santa Claus coming to town again?
You better watch out, you better not cry
You better not pout, I'm telling you why

If the share price continue to drop from now onward, there will be forced selling of big margin player son, very soon.

Posted by qqq3 > Oct 2, 2018 11:50 AM | Report Abuse
kc....how to be value investor when stock market not interested in IPP but interested in bankrupt and badly managed Oil and Gas counters?


Value investor must invest in IPP stocks? Tell me why?

How much you invested in Mudajaya 5 years ago when it was hot with the power plant project in India, and promoted every week in public forums such as i3investor at RM3.00+?

How much did you invest in Malakoff IPO at RM1.80 4 and a half years ago, and now less than half the IPO price?

Badly managed oil and gas companies cannot be invested by value investor?

I believe if you are good at investing in distressed debts, you may make big money in those O&G companies too.

Again, another free lesson for you; making money is not about investing in which sector, which stock, but what is its price versus value and the margin of safety.

I have been so kind to you for almost every statement you made, I taught you investing lesson.

Posted by qqq3 > Oct 2, 2018 07:18 PM | Report Abuse
I teaching my analyst son yesterday....
the dichotomy of stock market.....
stock market is stock market....mostly unrelated to reality. Oil price breaks records, every bankrupt and badly managed OG counter also heavily bought...you think these bankrupt and badly managed OG companies will do well meh?
stock market......mostly what is good short term is bad long term and opposite is true.
and analysts are mostly playing Games People play.
every thing about stock market is about Games people Play.....just a game...Games theory is therefore a better tool than all the Kc Chong formulas and tools.


I don't know your analyst son listen to you or not. My guess is the best is he treats what you say as wind by the ears.

If he ever listen to you, then this is my best advice to you, and it is free.

Stay away from your son if you want him to to successful in life and his future financial well-being. Leave him alone.

Posted by qqq3 > Oct 2, 2018 06:50 PM | Report Abuse
kc chong.....balls to commit means balls to stake your reputation on some stocks....not just go criticise KYY stocks over 2 years already........

ME: DON'T HAVE TO PLP. I DON'T CRITICIZE ANYONE ON PURPOSE, BUT TO SHARE MY OPINION ON SOME GROSSLY MISLEADING STATEMENTS. JAKS IS A PUBLIC LISTED COMPANY. IT DOESN'T SPECIFICALLY BELONG TO ANYONE.

and as for Sendai...my private whatsapp to KYY.....
[14:45, 9/30/2018] Sendai on the other hand I am bullish.... The environment is right for them. I think the sale of lift boat is not yet reflected in last results and will be reflected in next results..
[14:47, 9/30/2018] Middle East should be booming with cash at current oil price. Should be party time.

ME: DON'T HAVE TO PUBLISH PERSONAL EMAIL LAH! WHO CARES? WHAT IS YOUR MOTIVATION? THAT YOU GOT SOMEONE FAMOUS ADMIRING YOU?

I very generous one...go buy Sendai before he does......

ME: I HAVE SEEN AND READ ENOUGH OF THIS "GENEROUS" GESTURES. ANYONE WHO HAS TAKEN IT ALL END UP IN DEEP SHIT IN THEIR FINANCIAL WELL-BEING. I HAVE NEVER MET A SAINT IN I3INVESTOR, BUT PLENTY OF DEVILS.

TO ME IT IS MORE LIKE,

NOTE: I DELETED MY COMMENT HERE AS I REALIZE I AM JUST SPARRING WITH THIS FELLOW, AND NOT OTHERS.

Your knowledge about NPV, IRR and payback period on Jaks power plant is highly in doubt. Certainly there is no way you can compare with DK66. Everyone can see the latter, may be not the earlier.

But let me refute your knowledge of NPV, IRR and payback period, the essential financial evaluation of a project.

There is no projected cash flows given by the JV, although they must have their estimates. Neither DK66 knows that, and I don't think he claims he knows it. Nobody bothers to give you those cash flows, but an indicative IRR. It is from the given IRR, the concession period and the estimated project costs we can roughly estimate the future cash flows of the project.

Hence point no. 1, I agree with DK66 that the IRR of 12% given is the project IRR, and not what as asserted by your previous comment below,

"The IRR of 12% is to equity, not to project, and no this is a statement, not a guess"

From what you are basing on to make such a statement?

I think when IRR is mentioned for a project, it is normally project IRR, as a project viability in financial appraisal normally is independent of the capital structure to be used.

Project IRR of 12%, "therefore Equity IRR is 30%"? How do you connect the two statements?

High equity IRR of more than 30% is not impossible, and I think in Jaks's case, it could very well be. But you must understand the concept of IRR, that all cash flows are reinvested at that rate of return. How to get a return of 30+% from the future cash flows?

Hence equity IRR may not be relevant, what is relevant is the future cash flows for Jaks, what are their magnitude and what is the present value of those future cash flows, and what is it translated to per share of diluted number of shares of Jaks.

An IRR doesn't mean the payback period is 8 years as in your statement below. It is not as straightforward is 1/12%. It is something to do how many years those cash outs are even out from cash ins.

That is why I said you may sound loud, but I doubt you are good as DK66.



Posted by valuelurker > Oct 1, 2018 10:48 PM | Report Abuse

You everyday harp on the same thing people will say you're a nag old man kcchong

You believe DK66 and say he's knowledgeable, so believing those facts, and inputting those numbers into your spreadsheet, that should give you the NPV - 'IRR 12% is to Project, therefore Equity is 30%++'

Instead you revert back to your 'common sense' and disregard the model, the theory, the maths, the thought process...

Youre like the scientist who has a hypothesis, runs the experiment, and the results do not conform to his hypothesis, then proceeds to disregard the test results and sticks to his hypothesis because thats what his 'gut' tells him - yeah way to go scientific advancement lol. Next time when you cannot prove or disprove something, dont go and tell the world you agree/disagree with someone - youre just like another one of those who are going to mislead people

Old man koon has access to management, he's substantial shareholder - at the start he was touting the massive 'construction profits', wanting to con the masses with the 'massive construction profits' and then it first proposed that the profits are not real, he now pivots to 'the 30% share in he IPP is free' - in that whole time, he has never mentioned anything about the yearly cashflows over the period of the 25 years of the IPP - oh he knows, and he knows its nothing to shout about - IRR 12% equals payback in 8 years, only desperate to change their fortunes JAKS would accept such lousy returns for an overseas venture.

But just like your 'too good to be true' common sense, all of this is still just conjecture and guesses

None of it is irrefutable, absolute truth

Posted by qqq3 > Oct 2, 2018 10:11 AM | Report Abuse
kc
You can redeem your self by committing yourself and your formulas to a couple to stocks....lol...if you dare.
otherwise they say your formulas only good for armchair critics but no balls to commit.

Redeem myself? From what? I have never asked people to sailang and use margin finance for Jaks and as a result causing them to lose their pants, have I?

Formulas? What formulas? Can share ah?

No Balls to commit? You have forgotten that you showed your ugly balls and caused many lost their pants? You better redeem yourself by, I don't know what you can or able to do to redeem yourself.

Posted by qqq3 > Oct 2, 2018 03:40 PM | Report Abuse
yes, I am a big fan of investment bankers when they promote stuffs I like....not when they behave like 1 MDB bankers.
and,
The NTA of Jaks at 30 June 2018 is $ 1.47....The IPP of Jaks is expected to add $1.00 NPV to Jaks....based on very conservative estimates.
Actually KYY got great intuition to say NTA of Jaks is $ 2.50....


Let me correct you a few more misinformation you spread.

1) The NTA of Jaks is not RM1.47. Its NAB is RM1.47.

2) (1) above already included the assets of the power plant in Vietnam as explained by DK66, unless you can tell me how the hell you get "NPV" of another RM1.00, some more "based on conservative estimate".

3) "NPV" of the power plant is not that relevant as its present value, as initial investment is a sunk cost not relevant to new shareholders.

4) You don't seem to be able to differentiate between NPV, and PV.

5) Great intuition to say Jaks NTA is $2.50? Why sell at less than RM1.00 and incurr huge losses? You call that "Intuition"?

Posted by qqq3 > Oct 2, 2018 10:16 AM | Report Abuse
and as for Jaks...........
this is what fellow value investor Affin Hwang says....
Maintain BUY Call with a Lower TP of RM1.75
We are maintaining our BUY call, while lowering our TP to RM1.75, on the back of EPS estimate cuts of 9.4-12.8% over 2018-20E, as we factor in higher property losses from the property delay and the higher share base. We still believe that the stock is undervalued, trading at 6.6x 2019E EPS.
Source: Affin Hwang Research - 20 Sept 2018

So you are a big fan of investment bankers, only wen they write something good about a stock you promote?

Tell you what. This analysis of Affin hwang is nonsense. The investment thesis on Jaks is it future cash flows from Vietnam power plant, discounted to the present value. And its value per share for Jaks.

EPS is a stupid reason. 6.6 times PE? That is a hopeless analysis from an investment bank.

I thought you don't believe in low PE? So now circumstance suits you and you worship PE?

Posted by qqq3 > Oct 1, 2018 10:43 PM | Report Abuse

that is actually quite typical of people who got no balls to commit but interested in showing off or kicking up a fuss.


I still remember vividly 7 months ago someone thought his balls were big and pretty ind telling everyone everyday to sailang and margin on Jaks when it was selling between RM1.50 to RM1.85.

It turns out after exposing his balls and showed that his balls are actually twisted and ugly when Jaks fell to 83 sen 6 months latter.

Yet he still think his balls are big and pretty now, everyday talking about nonsense.

Posted by valuelurker > Sep 26, 2018 05:50 PM | Report Abuse
Still promoting and misleading ka noob
Who else supports IRR 12% is project IRR (so equity IRR is over 30%) and RM300-500mil per year lai lai insert name below:-
1. dk66
2. kcchongnz
3. icon8888

Why the hell you put my name in? Did I say that, or agreed with the statement above?

What I said is DK66 knows the most about the power plant in Vietnam, but I definitely did not agree with the future free cash flows as stated by you. That would be too optimistic, way too optimistic in my opinion. But I did not say I must be right.

But DK66 does know a lot more than you. What have you shared so far, besides making gibberish statements and loud noises?

Posted by qqq3 > Sep 25, 2018 12:38 AM | Report Abuse

kc....
does OTB count as value investor?

ME:WHY ASKING ME? YOU HAVE BEEN CONTINUOUSLY BASHING HIM, AND YOU DON'T KNOW WHAT YOU ARE BASHING FOR?

The guy says he is FA and TA specialist....( maybe u too).....doesn't care about management analysis (MA) or Business sense (BS).....He calls MA and BS bull shits, he says he only interested in facts and figures.....qualitative aspects such as Business sense, quality of management does not interest him..........

ME: YOU HAVE BEEN BASHING ME CONTINUOUSLY TOO. AM A TA SPECIALIST? IS THAT ONE OF THE THINGS YOU CAN'T STAND ABOUT ME?

No wonder he recommendations so many lousy companies. He says follow his FA and TA, have trust in his super duper record sure make money one.

ME: YOU ARE JUST A PIECE OF SHIT COMPARED WITH HIS PAST RECORD. YOU STILL DON'T KNOW ABOUT IT?

me? I am Business Sense, Good management then numbers guy....in that order........No wonder I and that OTB guy like oil and water.....

ME: WHAT DO YOU KNOW ABOUT BUSINESS SENSE? PLEASE WRITE AN ENLIGHTENING ARTICLE ON IT. TO ME YOUR BS IS ALL ABOUT BULLSHIT.

GOOD MANAGEMENT GUY? HOW YOU EVALUATE MANAGEMENT WHETHER IT IS GOOD OR BAD? WHY DO YOU THINK JAKS AND SENDAI HAVE GOOD MANAGEMENT? YOU HAVE BEEN SHOUTING SAILANG AND MARGIN ON THEM. SURELY YOU CAN WRITE SOMETHING ABOUT HOW GOOD THEIR MANAGEMENT IS.

YOU AND OTB GUY LIKE OIL AND WATER? YOU LIKE WATER? MORE LIKE SAI WATER TO ME.

Posted by qqq3 > Sep 23, 2018 03:21 PM | Report Abuse
https://klse.i3investor.com/servlets/forum/600152736.jsp
great blog


Wow, I can't get any words to describe you!

Posted by qqq3 > Sep 23, 2018 02:38 PM | Report Abuse
whether it works in Bursa is not as important as this....
Knowledge can help you to avoid huge mistakes but knowledge alone is not skill. Skill comes from constant practise, comes from choices and habits. Knowledge without practice is like the guy who reads some investment books and offers himself as stock market sifu. Not much use.

"Knowledge can help you to avoid huge mistakes", can't disagree with that. Did you know that those value investors with the knowledge of how to read financial statements avoided losing their pants when an idiot with his hidden agenda kept on telling them to sailang and margin Jaks and Sendai when they were selling at RM1.80+ and RM1.30+ respectively a few months ago?

I also agree knowledge without practice is of not much use, but I don't think anybody will disagree with me that it is at least much better than the one without the knowledge of reading financial statements, to understand the business, but only know how to BS and slogan calling, "sailang", "margin" and all that jest.

Posted by qqq3 > Sep 24, 2018 10:43 AM | Report Abuse
knowledge is not discipline.
knowledge is not even wisdom.....
no wisdom, Xinuan cash in bank appears great value investor dream stock.

Value investors with knowledge, experience and wisdom can see through that the cash in Xingguan was not real. Certainly it is not the "dream stock" of value investors, but that of BS investors, and the followers of BS investor.

Notice that those BS investor continued to buy and called others not following "stupid"?

Posted by qqq3 > Sep 21, 2018 08:24 PM | Report Abuse
that desa blog...search it your self....some where in i3.......

Oh, there is load of treasures in i3investor under "Desa". Lets go treasure hunt.

Anyone?

Posted by qqq3 > Sep 21, 2018 06:45 PM | Report Abuse
actuallly that Desa blog is still the best source of info on the IPP....complete and accurate ....including stuffs like IRR etc etc.....every thing in that blog still accurate to now.
including the gross margin of the construction contract, the S curve nature of its time line, the capital structure and funding....the Public Bank report got information on then existing IPPs in Vietnam and earlier completed IPP and how this compares with those....the Vietnam masterplan for electrification can be found online.

really ah?

Can show us where this "Desa blog"?

Posted by qqq3 > Sep 21, 2018 01:21 AM | Report Abuse
to me. what is funny is hang pig head sell dog meat kc is a lousy trader but lots of followers.......to me, very funny.....I guess that is stock market......


Kept on promoting Jaks and Sendai when they were trading above RM1.50 and RM1.20 respectively, with the calls of sailang and margin, repeatedly and relentlessly for the last one year. I am sure you acted according to your calls, otherwise that is

"hang pig head sell dog meat".

On the other hand he said he has tripled his RM100k during the same period of time.

Meanwhile those newbies and naive who followed his calls of margin and sailang have lost their underwear.

Does he appear to be a "honest" fellow as he claimed himself?

Posted by qqq3 > Sep 20, 2018 10:44 PM | Report Abuse
so I can see kcchong actually sailang in Jaks.... good. must trust........


No, I don't sailang on Jaks, nor on any stock.

Your sailang and margin calls are bad, very bad for the society. If anyone followed you to salang in Jaks, and Sendai, they were gone case already.

From the past comments of DK66, I would say he knows DCF very well, understand power plant industry, especially the one in Vietnam well.

I do not see him trying to mislead too as he has his good reasoning as he knows this particular IPP well. He is kind to provide answers too.

He may be promoting this stock, but I see nothing wrong as if I hold this stock, I would like to see its share price to be close to its "true value" too. I believe this is a big investment for him and he holds this investment for long-term.

Note as I said before, I may not agree with him, but I find his sharing credible, and without any ulterior bad motive.

If one thinks otherwise, show your points of view and argue intelligently, rather making accusation without any justification.

Posted by Icon8888 > Sep 19, 2018 04:39 AM | Report Abuse
This is one stock that can potentially go up by 100% over next two years. Stick to it. Don't go in and out for peanut gain.
And also , don't be chicken. If it drops back to 80 Sen, let it be. Remember, it is merely paper loss.
Pick right, be patient and aim high. Big money is always made like that.

Posted by Icon8888 > Sep 19, 2018 10:04 AM | Report Abuse
Why so bloody complicated. Stick to fundamental lah


Icon8888, I kind of slowly getting agreeable to your first statement above.

Your statement also praised by the biggest shareholder of Jaks, which I am very sure that he is very sure the huge potential of Jaks in its power plant in Vietnam.

The most important information we need to know to invest in Jaks is the future cash flows from its power plant. After the discussion with DK66 and doing some project financial analysis myself (IRR and NPV) with whatever information I can gather, there is some plausibility in the huge potential of the power plant.

But it does get very "bloody complicated"; why did he sell down from RM1.80+ to less than RM1.00 in such a big way, with all the information he has that Jaks has such a huge potential.

I think you also know to double the share price in two years is hell of a great investment. Why can't wait for two years?

You know 李香兰 waited for 三年?

Posted by Flintstones > Sep 17, 2018 03:56 PM | Report Abuse
Truth to be told, I read only the title and skipped all content to see the comments here


That was the only thing you should do to fulfill your quests, i.e. to ridicule everyone sharing articles in i3investor and noting else.

https://klse.i3investor.com/servlets/cube/post/flintstones.jsp

My articles are not suitable for you anyway. It requires some fluency in English, at least primary level English.

Posted by qqq3 > Sep 15, 2018 11:06 PM | Report Abuse
As for me....my attitude has always been ........few can escape from Fooled by Randomness, not icon, not choivo, not many......
but I really wanted to say is don't be too seduced when someone says he has got this super duper record to prove he is Superman.......not even the Wallen the Bufalo.....and not that kcchong guy from nz.


You are right here I think. It is fooled by randomness in the "old shit" of VS, Latitude and Lii Hen years ago, or rather fooled by the thinking that this modus operandi could be repeated all the time.

Yeah, "don't be too seduced when someone says he has got this super duper record to prove he is Superman."

As for KCchong from Nz, I know him well, he is definitely not one who brag about his super duper record, but propagating some good practice in investing to the public.

And he knows what "Fooled by randomness" is really about, and not like someone who merely brag about just knowing this phrase exists.

Posted by qqq3 > Sep 15, 2018 10:51 PM | Report Abuse
kc
a Chinese saying, go up mountain too often, met with tiger.
expected....
important is acceptance, prepared for it......no permanent damage.
He says he is risk taker....sure la....if he is not risk taker, he is not KYY

As again, I don't give a damn if he is a risk taker, or got any permanent damage or not. None of my business nor do I care.

But those poor souls who respected him and thought that he is stock God and followed his sailang and margin Jaks at RM1.50+ would have encountered permanent damage. They still owe banks a lot of money and have to work years to pay.

I doubt they dare even to look at the stock market in the future.

Look what have you done to the society!

Posted by qqq3 > Sep 15, 2018 10:41 PM | Report Abuse
articles on margin and sailang and articles on Jaks are separate issues...
don't like to margin and sailang Jaks...can sailang and margin your other stocks.


Separate issues? But the sailang and margin were being touted for Jaks woh!

Other stocks? I can only remember another stock being touted, EverSendai when it was selling at RM1.20+. For that margin and sailang were heard everyday too.

Posted by qqq3 > Sep 15, 2018 10:38 PM | Report Abuse
kc...
my sifu says he still got a lot of bullets....as what they say, several generations can eat....


I don't give a damn if anyone has a lot of bullets or not. I only care about the public, that someone touting and propagating the public to buy shares, such as Jaks at RM1.80+, and later sold it down heavily to less than RM1.00. It even sold at 83 sen.

Those who followed their idol and the only they respected, would have lost all their money, plus still owing to the banks.

What kind of influence was that?

What kind of business sense you have been talking relentlessly; by buying up to RM1.80+, but sold down to less than RM1.00 in just half a year?

Business sense? My toes are laughing!