JT, thank you for your point.

We appreciate your point but we do not have enough data or like to like comparison since uncleZ only start posting a year early. Perhaps, you can suggest some stock for us to compare and time that Warren Buffett share his view?


Anyway, it's a question mark and we respect everyone will have their own answer. We hope this does not offend any gurus that're not in our coverage. We hope we will not attract jealousy from some others too.

We understand, no one can reach Warren Buffett profit wise as pointed in the article. What we are grateful is the willingness of uncleZ to share his tips way earlier before the price shoot up and I am sure a lot of silent readers has greatly benefit from his advice.

To us, he is way better and generous than Warren as we invest money based on his recommendation and we know him well.

Without doubt, we are sure that there are more individuals or corporation that can beat uncleZ's portfolio but the question remain is whether they are willing to share their selection generously and early enough. Another question is whether their stock pick can withstand time like unclez's recommendation?

I am sure there are more unsung hero. If you have any suggestions of such persons, of course we would like to know and learn from them.

Thanks for your kind feedback.
TeamZ Malaysia

You can treat it as a joke and it may not be comparable to Pmetal, but for those who believe has made a handsome 10-11 % if bought on Friday after the post when the price was 0.71-0.72.

It's good to be sceptical as this is our first post. Watch out for the next one.

Limpek, my resource is limited. There are 8 steel company that I have omitted in my research and they all have large market capital. I choose low market capital mainly because I see more potential for further upside. Most of the large market capital stock has warrants attached that keep diluting the earning year after year and also the number of shares may also be great. This means there is more liquidity but at the same time less chance to go up significantly in comparison to small cap stock.

There is nothing wrong with both the company that you mentioned and if I spotted volume, then I may consider it. There are many company with good profit but unfortunately there is lack of buyer. In our research we give both basic fundamental and technical analysis for you to judge. There is no intention of any misleading and unlike some blogger with big fund backing them.

I am sure you will allow us to have our view and bias too or else we all end up buying one stock. You have to make up your mind.


Ahmad, the answer is in the note under until profit chart.

Hevea, we are hoping to spot stock before they rise. Unfortunately, there is a rare chance or else we would not be here. What we can do is to spot trend and notice fund is collecting so that we can catch the early phase before they push the price further up. We hope we can succeed and share our information with former here.

Apologies for missing other stock.

We will post more in the coming future and you can start buying if you start having confidence in our research.

kingcobra, Look at previous few years results, Melewar consistently making lost except last quarter, don't you think is risky?

Alex Chan, when steel become bullish, you will not get such price. Alumimium price hike a lot few months and that's why it contribute so much to the revenue of PMetal. PMetal immediatly gapped up when the news was out.
Currently, US is very bullish about STEEL. In India , traders very bullish about STEEL company. Will Malaysia be next, that's not what I can answer but potential is there.

Cnyang, it's something that need to ask in Annual meeting as I don't have access to information in detail. A lot of payments are made from export and FX risk has to be considered too.

If you don't like this company, there are hundreds of others out there. I will keep you posted for the next one soon and thanks for the feedback. If you have any good company to recommend, please post here and I will investigate.

Bruce88. I have updated the article to include the reason of sudden spike in 2013. I also added comments about the low PE. Don't want to be misleading.

http://teamzmalaysia.blogspot.co.uk/2014/09/kssc-next-pmetal.html