（再次說明我只是吃瓜群眾）

就像一馬案那樣，被盜的錢是要歸還的。

這是法治的基礎。

可以阻止更多的盜竊發生。

所以，經歷（漫長的）官司，婆殖（好奇怪的名字）是要取回開採權的。但還是要看股東與管理層會不會做。

LHI got lots of feedmills, so expect big profit as ingredient down and feed price no down.

Now market leaders demand government steps in, so coming maybe not as good.

Expect big fat profit upcoming QR......gogogo

Expect a superb QR but chicken in april not that good already.

April hot weather, may weak demand, etc.....

Should give some good dividend mah, warrant cannot eat one....lol

Good morning, 12 cents good buy and now wait and see.

If you can continue production, goes back near 40c terus. If cannot, remains weak loh, ding dong, ding dong.

Then legal proceedings which all depends on the lawyer and judge. Find a geng geng de lawyer if its me.

Is Dracula out? or still eating curry rice?

I guess state government wouldn't step in, unless issues like complaints from kampung people, pollution lah, then maybe state government steps in. You didn't pay tax then government close down the business meh....doesn't work like that.

Seriously I said 12 cents can buy already.

Just like 1mdb we malaysian claimed back multi-billion.

High change the court eventually award back the concession, right etc back to BAHVEST (after many years, but capable lawyers should be able to work out to allow production in the meantime, depends on how smart the lawyers are). Unless, DRACULA dug even bigger holes......(let's not talk about that)

Joyvest, could you please answer the following question?

Is DRACULA with DON or KETAM with DON?

lol

The story of DRACULA, DON and KETAM.

Someone make a movie?? Nice script and name.

Add in some kungfu guy, ninja, aliens.

In the movie, DON (later turn out to be) actually a dracula, DRACULA is werewolf, and KETAM is actually a ketam. lol

Put it on netflix.....

I thought Dracula pissed off DON and KETAM (Just be consistent with nicknames, lol)

Now you suggest DON is with Dracula that's strange......maybe you know better.

gankm, you got a point.

i heard still good, but not so good already. Upcoming QR should be superb but after that ease off already.

qqq, CCP's propaganda is to brain wash poor people to attack rich people. Are you poor people too?

Agree Anwar gets C-.

Loke gets a C.

Rafizi no result. Not even show up at the exam room.

Deflation much worse than inflation. Hopeless if you don't know that. lol

Luckily LHI mainly feed, parent stock DOC, broiler DOC, layer DOC, broiler. TeoSeng is mainly eggs though. But last QR was good enough.

Good on you, SincereStock.

I would like to top up too but money come out so so slow.

I think LikasVue mostly sold, the Rimba Hill also good, and the semenanjung project all sold out. Next three years progressive payment should make co. and us rich.

The co. mentioned interested to buy more carparks, maybe a carpark REITs? lol

Keep it low for the moment, would you? hehe

80c is good.

So, perhaps next week QR will be released.

Actually (last quarter) 90m net profit is very nice already. 150m? lol

If 4 cents eps quarterly, then 16 cents per annum, now priced at 4 times forward PE. 6 times PE good enough.

Wow, if real then can buy? This shows it could be profitable?

Looking back, FL and gang should have just sold their shares.

Because they didn't expect DL to sell and come up with this 後著.

Clearly if mining gold at the site is profitable, then DL won't flee.

So, wake up! Got gold sure got gold, but profitable or not is another thing.

做生意要cost的嘛！

DL said 600 (cost) in interview, he would have been richer than Robert Kuok already if it is so.

(Maybe gold suddenly usd3000, then DL U-turn and come back beg FL. lol. )

我的朋友說：「有金（DL）是醬lin樣的咩。」真是至理名言啊！

Nice closing.....

人家賺錢了分你紅，就是實誠生意人。有那麼一大半是混蛋將公司當是自己的。

你不喜歡分紅實誠生意人，愛哪去上哪去，別胡說八道。

If Najib comes out even worth, DAP terus masuk longgong.

潮成較去年賺多幾倍，較上季賺多五十巴仙。

看來，龍合延續趨勢情理之中。

Let's see this evening....

QR must be good because they raise prices.

我見過羅一次，他說我「冇makai特別！」呵呵！

感覺他很outspoken，不像有那麼深沉的後著，還是看不透他。

做生意的一般都不會將陰暗面公之於眾，始終是要臉的嘛，不然幹嘛做生意？

他那封LOD短時間就發出來了，要嘛是事先準備的，要嘛矛盾醞釀了一段時間了。

好一輪連消帶打！（但一下子招出完了，有點過急了！）而且底牌已現，擺明了當初就是一心吃定BV？

好好休息一下，週末愉快！

(Again, just passing by, i have no shares and never intended to buy any)

1. So, close the fish business and venture into Gold mining.

2. There must be gold. But the more accurate question is: is mining gold profitable?

3a. If it is profitable, then L really keep some gold under table?

3b. If it is not profitable, then L quit make sense.

3aa. If it is profitable, then L would like to use South Sea continue mining and kick BV out?

3ba. If it is not profitable, then L can say bye bye to BV and repeat 1-2-3....

3aaa. Start operation with South Sea will trigger lawsuit?

3baa. Rumours say partner with China.....

blah blah blah

I mean shareholders of BV must use legal action to protect own interest. Otherwise, definitely no gold production loh.

Seems like lambat masuk punya colder than water. lol

至於值不值這個價錢.....

EPS一年五到六分，淨利百份之十幾（算很高了），但看起來sssg在下降。

比如跟BJFOOD比，sssg比DIY高，還是正成長。每年增百份之十的分店。淨利稍為高一點。看起來就便宜和安全許多了。

其實，有一個很大的誤區（可能管理者書讀得不好）。你做品牌，是希望靠你的信譽和品質賣得更貴，但像DIY和亞航這樣，他們的品牌卻是負價值的，必須賣便宜。

DIY跟傳統五金店比，要開冷氣，請多幾個人分工，不見得有競爭優勢。我覺得，應該不要主打便宜，應該主打專業知識，新穎產品，更高品質（卻一樣價錢）。（比如說一個好的修枝剪刀五金店賣三十塊，DIY賣十八塊九。其實，賣二十七塊也可以，只要員工比較有禮和受過基本訓練就可以了。再搞個免費測試，extend money back guarantee，才是（叻）做生意嘛。

我覺得公司的管理沒有進步，是個很大的問題。

很多產品賣不了就要淘汰，很多產品賣得慢就要減少庫存，18000樣產品大部份都是沒有用的。

其實各類家居產品日新月異，作為行業龍頭，應該多多推介新產品，這樣才能保持生命力。

比如說防草布，比較（新型的float valve），滴灌產品，彎的剪刀，嫁接剪刀等等等。

一些銷量少的產品可以通過中央系統購買，比如說用電池的剪草機，用電池的剪刀等等。

有時間搞一些新品發佈會，教大家怎麼使用新型工具。

I want to buy more, so I will only tell you next week another reason why it will be a good QR. (Sorry, keke)

China is in an awkward position, even if Xi want to U-turn already too late.

Putin went to China for Winter Olympic, just before the invasion begins.

Somehow I also recall Wang Yi visited Myanmar, and met the military head just before the coup.

It will be written in history.

Just passing by, if you look at Jho, sending money here and there is not a crime, but combine everything he did is fraud.

Same, Somebody’s action combined is highly suspicious too. Conflict of interest, withheld info, fraud, money laundry etc???





But it also depends on people taking action, our authority is very passive.

I see this as a success for minority shareholders against incumbent. Too many Co doesn’t give a shit what investor think.

(Just passing by)

Can L do that? I mean totally ignore other shareholder's right? Definitely cannot.

What FL did was noble and should receive public investor's support.

So long many "owners" manipulate "counter" as they like and never share anything with shareholders.

I will buy little bit shares to support FL after L is out.

『「不是公，就是母」，還有一點可能，是「半公母」。』呵呵！

技術分析不是完全沒有用，只是你必須先確定趨勢是上升、下降、或在一個區間移動。有就要其它功夫與學問來佐證了。

有時間我寫一本技術分析的書，只有一頁紙，哈哈！

「有老頭要娶美女，八點鐘開席！

於是六點鐘，陸陸續續有人來到會場。這個時間點，進的人不多，但出的人更少。【於是volumn少，但價格升】

七點鐘，來的人越來越多。【volumn大，價格升】

八點鐘開席！【volumn大，價格不升！】

九點鐘散席！【volumn開始下降，價格跌！】

所以進場時機，只能在「開席」之前！」

其他技術分析的方法要嘛只有一半機率成立，要嘛就是研究過時的資訊。

(Brain exercise only, don't be so serious) (Correct me if i am wrong)

Assume FCR of 1.7, live weight 2.2, feed cost RM2.4 per kilo.

So 1.7*2.4*2.2 = RM8.976 per chicken.

Plus 20% expenses, so roughly 10.77. Make it RM11 each.

Market price say RM11.5/kg, ayam bulat 2.2 *.8 = RM20.24. Make it RM20. (I heard price is still rising, here my place RM13.00 already)

So roughly RM9 per chicken.

Hot weather make cost higher though.

Feed make big money, DOC make big money, Broiler make big money. Plenty of meat.

eToro?

I think iphone can display on screen (I used to do that to follow 3D print and Hydrogen car, all failed, lol).

sslee看起來不服從黨的領導哦，呵呵！

王有德，男，汉族，1963年1月生，山东省临邑县人，1979年12月参加工作，1984年7月入党，研究生学历，现任临邑县人民政府副县长、山东恒源石油化工集团党委书记、董事长、总经理。
1979年12月至1983年1月，在济南军区55505部队服役，任班长；
1983年月1月至1995年8月，先后担任临邑县第五棉厂党支部副书记、副厂长、支部书记、厂长；
1995年8月至2001年3月，先后担任临邑县棉麻公司副经理、党委书记、总经理；
2001年3月至2003年1月，担任山东恒源石油化工集团有限公司党委书记、董事长、总经理；
2003年1月至今，担任临邑县副县长、山东恒源石油化工集团有限公司党委书记、董事长、总经理，被推选为山东省人大代表，其间在南开大学商学院学习。

原來是國營。

But the problem is, its not effective. Clearly they will continue to 忽悠 sslee.

You must have a credible threat to begin with.

"If you cheat me, I am going to bother you with many questions in the AGM" is clearly not useful. They have people hired to respond.

But If you learn from FL in BV, then everybody suffers.

The truth or survival more important? lol

Ambank warrant

原來是AM的到期了，八毛結帳，真臭！給人家幾分錢也應該呀。一定要贏到完嗎？

poor qqq. They have the body of victims but have heart of the robbers.

That's why they fell into schemes after schemes......scam after scam.....

山埃貼士

過路的！到底有沒有金？

看賬面肯定沒有金，不然不會窮到hai醬。

沙巴以前有個馬末銅礦，據說（順便）採了很多金。但另一方面，如果沙巴真的很多金，日本人當初為什麼會走？

可是有幾個朋友的朋友去site看過，說真的有挖，真的有金。

過年時我一個朋友從斗湖回來，我問他到底有沒有金。他說羅養魚時還欠他八萬到現在，說：「有金是醬Lin樣的咩！」

所以呢，還是沒金的多？

Lap了走唄。然後再搞過另一個股，又可以東山再起。

Briefly read through PWF, quite impressive. Compare the LHI, 3m plus options a year to the family is reasonable.

Every quarter 3c dv very attractive.

Patron, wow, this co. nice oh. 2.5, 2.5, 3 cps dividend already. every quarter got? for 2 years?

感謝分享。

我不是說這家公司不好，雖然有點貴。但是為了避免睡不著覺，這個行業還是不碰。

芯片難搞，他們已經從馬來西亞經香港到深圳，誰知道去了深圳後去哪裡呢？

去年做九十億。

五十億養雞

四十億飼料

看起來不錯，yummy!

moneykj, nice pick. Buy little bit to support you.

Grain cheaper

Keep quiet.

闷声发大财，嘿嘿