wltan22

wltan22 | Joined since 2016-08-25

Investing Experience Not Disclosed
Risk Profile Not Disclosed

Be fearful when others are greedy. Be greedy when others are fearful. The stock market is filled with individuals who know the price of everything, but the value of nothing. Know what you own, and know why you own it.

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Stock

2018-05-29 12:29 | Report Abuse

Bear in mind that most of the expenses are write down, impairment, amortization, currency exchange...etc, those are not non cash basis, not affect positive cash flow, that's why the cash stood at RM116m

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2018-05-29 12:02 | Report Abuse

Don't so worry about the profit in this quarter whether you take out the negative goodwill or high admin cost, this company still make good profit, please look at their inventories come to RM92mil, it just the timing of offtake of crude oil in storage did not happen in this qtr, that's why the revenue almost same as last quarter even though average bbl/day up, but keep in mind last quarter inventories has increased value in this quarter due to the crude oil uptrend...my2cent

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2018-04-19 17:20 | Report Abuse

Sori...0.94 0.09

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2018-04-19 17:19 | Report Abuse

For those who still hold the free warrants, the price already over RM1, 0.94 0.9=1.03

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2018-04-16 10:10 | Report Abuse

IMO, NS acquisition should be bargain purchase or negative goodwill due to economic benefit since Jan 2017 (if NS made some profit since last year), that mean Hib paid less for the NS assets to appear as on off gain in P&L this coming qtr, can't wait to see how much profit NS made since 2017

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2018-04-03 17:23 | Report Abuse

@John, it's from company power point investors presentation, please find the link I posted yesterday in this forum

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2018-04-03 17:03 | Report Abuse

if really there is one off gain (assume profit from North Sabah in year 2017) then the acquisition of North Sabah might way below the actual cost the company need to pay, right?...just my assumption only

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2018-04-03 16:46 | Report Abuse

Anyone, please help to explain below 'Note' that I copied from North Sabah Acquisition presentation, does it mean Hibiscus will recognize the North Sabah profit or loss back dated from 1 Jan 2017??? or completion date 31 Mar 2018???

"Note: The Purchase Consideration was arrived at on a willing-buyer, willing-seller basis and after into account, amongst others, the expected economic benefit to be derived from the Effective Date (1 January 2017)."

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2018-04-02 18:56 | Report Abuse

I decided to keep this counter for 1-3 years, I am not rush...very straight forward business, sell crude oil...when oil going up earn more, oil come down earn less, as long as does not cross the opex threshold, keep the opex low, and cash flow can cover the capex the company will doing well...I can wait....

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2018-04-02 16:43 | Report Abuse

Should keep it low profile, we still have time to collect it cheap :)

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2018-04-02 16:04 | Report Abuse

Warrant price depends on mother share price, plus some time value (the longer expire time will bear higher time value), as warrant price usually lower than the mother share price so by leverage effect it can push up higher easily compare to mother share, high percentage return also higher risk. If investors look good the company future the warrant will carry higher premium, as you see the WC now

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2018-04-02 12:31 | Report Abuse

To me, this stock is way too cheap at RM0.8+ ;)

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2018-04-02 12:26 | Report Abuse

You are very close to DBS TP is RM1.48

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2018-04-02 12:22 | Report Abuse

Opex on North Sabah only RM60 about USD15+ against the brent USD69-70

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2018-04-02 09:40 | Report Abuse

Just take 9kbbls/day (3k , 6k)as production, the qtr revenue will come to RM400mil ...

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2018-03-26 15:30 | Report Abuse

this company share price will become highly undervalue once North Sabah announcement

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2018-03-26 15:20 | Report Abuse

feel sorry for that imposter MD, hopefully he learn his lesson well, I believe he is a shareholder of this company, hopefully he make back all his losses from this counter later

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2017-08-11 16:25 | Report Abuse

congrats to those already lock in profits, please wish us luck to those so called 'fool' like me that believe in good qr...haha

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2017-08-11 16:04 | Report Abuse

even though the war coming, will it affect me to go to Petron station fill up my gas tank, or due to war, we will not use our car to work, planes will stop flying (jet fuel), no gas to do cooking (gasul)...power generation, transportation, agriculture, construction, mining, and manufacturing, directly or indirectly need fuel...because of war all the industries have to stop...or...life goes on...think about it

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2017-08-11 15:43 | Report Abuse

when I bought this stock around RM4, someone told me this stock will drop to RM2, then when I bought it around RM7, someone told me it will drop to RM4, then again when I bought it around RM9, someone told me it will drop to RM7, maybe I am one of many so called "idiot" that who believe in this company, wish me luck

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2017-07-20 16:39 | Report Abuse

with bonus issue and hope that good qtr coming...this counter should go up...by logic :)

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2017-07-20 15:16 | Report Abuse

why so bull? good qtr? keep my fingers crossed :)

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2017-07-18 17:17 | Report Abuse

In Insas I trust, still think that unrealistic low price, dumb dumb hold, I believe that the day will come :)

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2017-07-18 16:31 | Report Abuse

at least twice a week ONLY visit Petron station, damn good business...big LIKE...simple good business good earning...good to all shareholders...good to me also...haha

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2017-07-13 11:27 | Report Abuse

Insas also own listed companies, SYF resources about 8%, Omesti about 11%

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2017-07-13 11:07 | Report Abuse

whenever look at Insas, think of Inari, Inari very bull, now 20% Inari mkt value about RM900m+, 100% Insas mkt cap only RM700m+...how about others subsidiaries and associate co, really speechless, some time mr Market really a bit siao...

News & Blogs

2017-07-10 14:26 | Report Abuse

"Take care of the downside and let the upside takes care of itself"
Well said, KC, with that thinking will save you a lot money in Bursa

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2017-07-07 15:04 | Report Abuse

Sui...and who don't like CANTEEEEEEEK

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2017-07-07 09:39 | Report Abuse

don't worry lah...we know this company potential...once is start running is hard to chase...haha

News & Blogs

2017-07-07 09:35 | Report Abuse

Big LIKE to you, David, something that I look forward :)

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2017-07-06 21:53 | Report Abuse

news came out after market closed, will see how the stock perform tomolo...if tomolo drop then really kanasai...haha

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2017-07-06 21:28 | Report Abuse

fundamentally the company looks good to me, as most of the gloves counter did well last qtr, i hope that the company can benefit from it...just keep my fingers cross, wait n see :)

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2017-07-06 21:22 | Report Abuse

as i watched the company MD interview, this guy is entrepreneur and very professional, he really very focus to make dnex into conglomerate, not only rely on gov projects, he want to bring in more projects he know best...really salute this guy...really a model of MD for all gov link co.

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2017-07-06 19:58 | Report Abuse

Really surprise, this stock, oh, yeah! Bonus...go, go, don't stop...aim for main board... cheers to all

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2017-07-06 19:21 | Report Abuse

congrats all comrades, management really fantastic... looking more to come... cheers

News & Blogs

2017-07-05 20:44 | Report Abuse

not really, i'm in the market more than 20 yrs, not active in any forum, insas not in my radar for the past few years only recently, i found it superb potential

News & Blogs

2017-07-05 20:11 | Report Abuse

if the company business related heavily on dealing with securities, as for the past 6 months due to bursa stocks rally, imo the company should do well in the coming quarter

News & Blogs

2017-07-05 20:00 | Report Abuse

@con, maybe you can help me, i wrote it out to hope that someone out there might enlighten me with some answer because i can't find much info in the financial report. as i said, the catch is due to rich in cash and assets (the reason i bought the stock)

News & Blogs

2017-07-04 12:58 | Report Abuse

LIKE...Petronm refinery already upgraded, "Petron Malaysia has done so after taking over the business since 2012. It has managed to be Euro4 compliant "

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2017-07-03 17:31 | Report Abuse

haha... that's good one, Petronm, you sure got a lot of energy, a big like to you...

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2017-07-02 21:26 | Report Abuse

I also hope that I'm right...but nobody perfect, above just my personal opinion, not a buy or sell call...for those who interested, please do your own research... cheers

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2017-07-02 20:25 | Report Abuse

I hope that tomorrow got cheap sales, below 7 will be the best....ready to catch more...as the future of this company looks too promising... thanks for the well planning management to bring in new refinery, can't wait the company to become 10Billion company in future. Mother company San Miguel is one of the largest conglomerate in Philippines maybe can considered as one of the world also, I can't see anything can go wrong, as Petron Philippines has the know how to manage such project. As this big project coming in sure attract a lot of institutional investors, as now we can see the share price not moving much due to iliquidity. For those think that is too risky please sell to other investors has great fate on the company...

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2017-06-23 17:06 | Report Abuse

@skyea, thanks for your concern on the impact of volatile oil prices and, upgrade and maintenance doubt, most of the investors in this forum should be aware of these risks, if you follow the discussion well, on and off we brought up the same issue, congrats to you for your handsome profit, I believe others will make the same move if they doubt, so please don't belittle others judgement and decision, everyone has different risk tolerance...in the end of the day the goal is to maximize your profit...when we discuss usually we discuss with fact, as you did, we are not asking someone to buy or sell...your money your decision

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2017-06-23 10:48 | Report Abuse

@OOMMGG, thanks for your generous sharing, learning something new today, look forward of your sharing since me and maybe most of us not in this O&G downstream business, the more we can get is from annual and financial reports, some extra industrial knowledge and inputs are very much needed, thanks again

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2017-06-15 11:44 | Report Abuse

ηˆ†ε‘ζ₯δΊ†

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2017-06-15 11:42 | Report Abuse

all this while, to me, inner or outer Insas really CANTEEEEEEEEKKKK....

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2017-06-15 11:39 | Report Abuse

a beautiful sunset follow with a beautiful sunrise, in business world just how you find your niche in the market, as a businessman myself i believe Poh Huat is one of them...don't tell me you going to stay in a hse or office without furniture

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2017-06-14 21:40 | Report Abuse

okok, you win, you win...I sell all the wood