Strong opinion, weakly held. Open-minded, Decisive, Flexible and Competitive. The channel is to share my discovery of less-covered news / investment ideas. Does not constitute an offer to buy / sell
Followers
2
Following
10
Blog Posts
16
Threads
88
Blogs
Threads
Portfolio
Follower
Following
2020-05-12 10:00 | Report Abuse
There are those who focuses on the future, and those fixated on the past.
2020-05-11 12:34 | Report Abuse
There are only really 3 key questions to ask here. 1) Nylex's current sustainable earnings? 2) Is the sanitizer demand here to stay? and 3) are those value reflected on price yet?
2020-05-11 12:33 | Report Abuse
There are only really 3 key questions to ask here. 1) Nylex's current sustainable earnings? 2) Is the sanitizer demand here to stay? and 3) are those value reflected on price yet?
2020-05-11 12:29 | Report Abuse
There are those who can see the future vs. the ones that can only reminiscent the past - and usually regretting their past decisions.
2020-05-06 16:54 | Report Abuse
The next quarterly announcement should show some decent improvement driven by ethanol demand
2020-05-06 16:02 | Report Abuse
Can someone pls tag this post to Nylex, thx
2020-05-05 20:50 | Report Abuse
:) Kudos Terrchung
2020-05-05 16:28 | Report Abuse
Make ur guesses heard over here!
2020-03-20 11:12 | Report Abuse
Anyone knows how long was the plant maintenance shut down for (in early 2020)?
2020-03-18 16:50 | Report Abuse
Cash earmarked for mega Indonesian plant?
2019-05-21 11:09 | Report Abuse
Share price is reacting strange. Bet something negative has happened in Don Sahong.
2019-05-21 11:08 | Report Abuse
The Number of ATMs Around the World Has Fallen for the First Time -
https://www.bloomberg.com/news/articles/2019-05-20/atms-once-the-future-of-banking-starting-to-become-more-scarce?srnd=premium-asia
2019-03-29 09:43 | Report Abuse
Did it before in Nov-2018
2019-03-11 13:44 | Report Abuse
MFCB's Don Sahong is a hydro which generates substantially better IRR.
2018-12-27 11:32 | Report Abuse
From AGM, management refuses to monetise the hospital land wasting RM30m capital but instead tabled a resolution to issue shares (did not propose this last year). Dodgy to say the least???
Other than saying the CEO works very hard, nothing specific to back it up to justify his exorbitant income while company sufferance loses. Interestingly, they brag about cost reduction...
Sometimes I wonder how one defines scam.
2018-10-02 15:44 | Report Abuse
Contrast with the co.'s shareholders' profile, could only imagine that something really nasty has happened to have caused such heavy sell-down.
2018-07-12 10:47 | Report Abuse
Does the Japanese flood affects log/plywood pricing and demand?
2017-10-19 10:53 | Report Abuse
http://www.thestar.com.my/business/business-news/2017/10/17/mega-first-to-exit-power-plant-jv-as-china-seeks-to-lower-pollution/
no wonder price didn't drop, write-down was not mention
2017-10-19 09:50 | Report Abuse
last quarter made 50mn only, coming quarter write-off -60mn???
2017-08-11 07:42 | Report Abuse
Hi can any shareholders please proxy me to attend the coming agm? It's past cut off date now, can't buy shares to attend.
2017-08-02 10:02 | Report Abuse
Isn't the timing of launching the call warrant strange? Just wondering
2017-08-01 15:03 | Report Abuse
KYY's strategy always work. It works for him/himself, not his followers. He will come out and shout again after the price has stabilize somewhat - which is after he'd collected more. ... it goes on and on.
2017-07-31 15:26 | Report Abuse
From WSJ. The refinery plant to shut down is largest in Europe.
https://www.wsj.com/articles/shell-shuts-down-europes-largest-refinery-after-fire-1501453581
2017-06-22 22:54 | Report Abuse
Point 5 - that is assuming management does not want to accept KYY's reps so he has to call for EGM
2017-06-22 22:50 | Report Abuse
I acquired Jaks shares just to attend the meeting sensing that it could be juicy. Rightly so, the meeting was unorthodox. If business is on auto-cruise, perhaps the zero presentation could be explained away. Given Jaks is at a critical stage executing a project that could potentially solidify its future (or not), it is simply unacceptable to not keep the shareholders abreast of the latest development during an AGM. Including the manner of which the queries were handled by the board, one can quickly conclude the sub-par quality of the management.
Nonetheless one should also be reminded that Jaks' business prospect is of better quality than the management (strange?). Say all you want - securing a solid partner for a power plant venture in a power-thirst country - Vietnam, is commendable. From the construction revenue of RM 1.65bn, Management said construction profit should be ~RM 350mn for now until FY19 - versus latest quarterly ebit of only RM 9mn (or RM 115mn vs. RM36mn annualized). A whooping 220% increase.
It is also fair to note that majority of the construction profit should be accounted in late FY18 and 19. And after-which is the power plant profit. By then Jaks has plant itself as a utility company in a promising geographical region deserving a change of appraisal.
Additionally looking at -
1. the heated discussion of KYY and the (incompetent) board and,
2. taking into consideration that KYY is keen to send 2 representatives into the board,
3. plus his existing significant ownership in the company puts him in quite an advantageous position and,
4. the likelihood of minorities supporting KYY (and he knows it) so he can revamp the management (it can only be better)
5. therefore chances are there will be a proxy fight (e.g. EGM)
etc etc ...
So, what is going to happen to the share price if these happen?
2017-06-21 22:05 | Report Abuse
Not saying it will affect local refinery margin; but would be one of the things to keep an eye on.
2017-06-21 21:56 | Report Abuse
To whittle down the surplus weighing on the domestic market, analysts expect China to export refined product, putting more pressure on a well supplied global markets.
"China will have to export product... onto Asian markets, which given demand conditions regionally does not appear particularly constructive," said Harry Tchilinguirian, head of commodity strategy at French bank BNP Paribas.
http://www.reuters.com/article/us-china-oil-demand-analysis-idUSKBN19C168?utm_source=Sailthru&utm_medium=email&utm_campaign=US%20Reuters%20News%20Now%202017-06-21&utm_term=US%20Reuters%20News%20Now
Blog: (TapDance) How does a low risk high return investment looks like? (1) - Nylex
2020-05-12 10:01 | Report Abuse
Slow and steady up trend... Nylex is still below chart-ist(s)' radar.