Posted by r°Moi > 2016-07-19 17:01 | Report Abuse

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What have you seen.. in the financial statements of listed companies. .... ex auditor stockmanmy.. to become so figures wary??


Share a bit.. come on stockmanmy


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Posted by stockmanmy > 2016-07-19 17:02 | Report Abuse

Global economic uncertainty, low inflation, and unusually easy monetary policy have caused about $13 trillion worth of bonds to have negative yields, according to Bank of America Merrill Lynch
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what is the difference between negative yielding bonds and shares trading at 70% discounts to cash?


one word only.....trust.

Posted by r°Moi > 2016-07-19 17:05 | Report Abuse

Trust??? More like fear... and can only run... and cannot hide

Posted by r°Moi > 2016-07-19 17:08 | Report Abuse

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What have you seen.. in the financial statements of listed companies. .... ex auditor stockmanmy.. to become so figures wary??


Share a bit.. come on stockmanmy


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Posted by r°Moi > 2016-07-19 17:11 | Report Abuse

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Come on... r°Moi want to hear you out... on your specialty... stockmanmy

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Posted by stockmanmy > 2016-07-19 17:17 | Report Abuse

aiyah...want to buy Puncak go buy la.

Posted by r°Moi > 2016-07-19 17:20 | Report Abuse

HaHa... ya la.. aiya... dont talk so many : )

Posted by r°Moi > 2016-07-19 17:21 | Report Abuse

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But... seriously... what do you see.. to make you so wary??

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Posted by MuttonCurry > 2016-07-19 17:21 | Report Abuse

80 sen got hope kah ?

Posted by r°Moi > 2016-07-19 17:25 | Report Abuse

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Yes... after paying the 80 sen special cash divvy.. the price will be at least sen 80..

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Posted by stockmanmy > 2016-07-19 17:28 | Report Abuse

there is another 80 sen special dividend?

Posted by r°Moi > 2016-07-19 17:30 | Report Abuse

Sssshhhhhh.... hush hush

Posted by Icon8888 > 2016-07-19 17:33 | Report Abuse

Ya... Quick quick buy...

stockmanmy
1611 posts
Posted by stockmanmy > Jul 19, 2016 05:28 PM | Report Abuse

there is another 80 sen special dividend?

Posted by stockmanmy > 2016-07-19 17:36 | Report Abuse

from the latest accounts.


No dividend has been proposed or declared for the current financial year-to-date.
(2015 : A Special Dividend of RM1.00 per ordinary share amounting to RM447,171,674 in of RM1.00 each in respect of the financial
year ended 31 December 2015 had been paid by the Company to the entitled shareholders of the Company on 23 December 2015 post
completion of the disposals of PNSB Water Sdn B

Posted by r°Moi > 2016-07-19 17:39 | Report Abuse

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Without some incentive.. like an 80 sen special cash divvy... how is Rozali... going to get the minorities... to approve his TRIplc RPT??


It has got to be.. win win win


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Posted by stockmanmy > 2016-07-19 17:40 | Report Abuse

you dreaming.

Posted by r°Moi > 2016-07-19 17:43 | Report Abuse

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It is nothing new... special cash divvy tied to a RPT... it has been done previously.. successfully

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Posted by stockmanmy > 2016-07-20 00:15 | Report Abuse

icon

if a figure in the balance sheet is margin of safety, there are plenty of red chips you can buy in the klse.......hahahaha

Posted by Icon8888 > 2016-07-20 01:28 | Report Abuse

Don't be so sure of your self. You were wrong for being positive about Chin Well and Kein Hing. You were wrong for being negative on Air Asia and JHM.

Even though you also have got many things right, your success rate is not 100%. Keep mind open, Puncak is no red chip.

stockmanmy icon

if a figure in the balance sheet is margin of safety, there are plenty of red chips you can buy in the klse.......hahahaha
20/07/2016 00:15

Posted by Icon8888 > 2016-07-20 01:39 | Report Abuse

Those cash will later become assets (don't forget the leverage by loans and payables), and those assets will generate earnings

Of course the risk is that the assets will be injected inflated

Stockmarket requires us to take a bet. I am making a bet that after those value extraction, there will still be sufficient left to justify buying at current price. Hence the saying that there is huge margin of safety

Nothing is 100% sure in life. But as rmoi said, if u want no risk, play FD

Posted by Icon8888 > 2016-07-20 01:48 | Report Abuse

As somebody who invested in Puncak since its IPO in the 90s, I have a different view of Rozali than u

He is no crook , no fool

He is super well connected and got plenty of brains

Puncak was in the mess because of political wrangling with Pakatan. Puncak had not been mismanaged

Posted by Icon8888 > 2016-07-20 01:50 | Report Abuse

Of course he will take care of himself first when he injects assets

I have factored this risk in

Don't want risk ? Play FD

Posted by Chinaboleh > 2016-07-20 03:46 | Report Abuse

Agree. Beside having huge cash pile they also have profitable business unlike Puncak which is loss making eg Xinghe, CSL, etc.

Posted by stockmanmy > Jul 20, 2016 12:15 AM | Report Abuse
icon
if a figure in the balance sheet is margin of safety, there are plenty of red chips you can buy in the klse.......hahahaha

Posted by r°Moi > 2016-07-20 07:56 | Report Abuse

Now that Mr K has stopped talking shares... totally lost direction this stockmanmy.... just talk many

Posted by stockmanmy > 2016-07-20 08:43 | Report Abuse

not to worry.
given enough time Rozali will find a way to squander away all the money. There is trust there.

Posted by Up_down > 2016-07-20 09:22 | Report Abuse

This Stockman loves to criticize without giving relevant substance to support his claims....so easy. Get back to do your homework first la...We don't mind too if you want to be a clown here.

Posted by stockmanmy > 2016-07-20 09:28 | Report Abuse

Hahaha

You can turn the gun around and ask....what has that Rosli done except piratise our water with help from that dentist.

Posted by Icon8888 > 2016-07-20 09:31 | Report Abuse

his water really sucks ha ha. I switch on the tap with the new filter, within one MINUTE the filter turns brown

Posted by Icon8888 > 2016-07-20 09:31 | Report Abuse

the salesman demonstrated to me

Posted by Up_down > 2016-07-20 09:33 | Report Abuse

Talking c ock again. No ending if we want to discuss this...Better look for more input for improving rather than loitering here.

Posted by Up_down > 2016-07-20 09:50 | Report Abuse

Extracted:

別對自己太好 因為你 3年後的成就，其實並不難想像！

看一個人的現在，就可以知道他的過去。
看一個人的未來，只需要看看他的現在。

Posted by stockmanmy > 2016-07-20 10:12 | Report Abuse

ever wondered why people buy $ 13 trillion of negative yielding bonds instead of equities? Up? down?

Posted by stockmanmy > 2016-07-20 10:14 | Report Abuse

with Rosli, we got water rationing.

now, without Rosli, even with El Nino no water rationing.

Posted by stockmanmy > 2016-07-20 10:16 | Report Abuse

the dentist spend his whole professional life drilling holes.

Posted by iloveshare128 > 2016-07-20 10:51 | Report Abuse

water in selangor was not properly managed by Puncak in the past.. and that is why selangor government had no choice but to interfere and take over...

Posted by cheoky > 2016-07-20 12:14 | Report Abuse

Stockmany only offer criticism many times. You preach your style of investments, apply it and share a stock using your style of investment. Let results of that stock speak volume. At least icon shares his thought on the stock he analyse, his analysis is logical n show results to readers. That why readership increase. You can too, otherwise with you, fd is the only solution reader can have. Maybe you work for PIDM syndicate?

Posted by r°Moi > 2016-07-20 12:28 | Report Abuse

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Will tell your wife... you are posting crap like this


stockmanmy the dentist spend his whole professional life drilling holes.
20/07/2016 10:16

Posted by r°Moi > 2016-07-20 12:30 | Report Abuse

r°Moi Travoltakeong



If you insist and have the flexibility..... do us a favour here..... come up with the 30 ratios 20 formulas.... incorporating the following...



- TRIplc as a 70% subsidiary



- 3 b worth of clean and treated water projects under the Rural Water Supply Programme under the MP 11


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20/07/2016 12:25



r°Moi .


And.... add on the 80 sen special cash divvy


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20/07/2016 12:26

Posted by stockmanmy > 2016-07-20 12:48 | Report Abuse

cheok


there are at least 500 companies listed you can say honestly.....your values align properly with the values of the company.

no trust + no control = no margin of safety.

Posted by stockmanmy > 2016-07-20 14:44 | Report Abuse

good people good business good numbers

one out of three is not margin of safety.

it is a sand castle.

Posted by Up_down > 2016-07-20 14:59 | Report Abuse

You sounds like Aunty at the wet market keep mumbling this no good....that is bad....what's really not good.....you don't even know....Lol

Posted by stockmanmy > 2016-07-20 15:37 | Report Abuse

aunty morning market very good.

Posted by iloveshare128 > 2016-07-20 16:11 | Report Abuse

calm down up_down, stockmanmy has his rights to voice up his views... in fact, same goes to sostupid... if you really analyze their statements, i think they are fair enough... we have to be neutral, see things in both sides...

Posted by Up_down > 2016-07-20 17:01 | Report Abuse

iloveshare. Dont take my words seriously. i am just a farmer from kampung. I saw many catepilars were eating my vege. It is a bit hot to work under the sun to get rid of them.

Posted by YOLOOOO > 2016-07-27 11:05 | Report Abuse

70% discount to nta still scare, better quit investing in share market

Posted by crownford_bl > 2016-08-27 01:07 | Report Abuse

This stock is too hot in discussion at early stage.

Posted by paperplane2016 > 2016-08-27 01:12 | Report Abuse

How abt facbind

Posted by paperplane2016 > 2016-08-27 01:19 | Report Abuse

This stock has zero margin of safety! Why? Purely the owner is an arse hole! Mark my word! Nothing but arsehole! Know nothing abt water quality, spend whole life making millions of people suffer. I am glad Selangor now under pakatan. Else I need migrate singapore

Posted by paperplane2016 > 2016-08-27 01:21 |

Post removed.Why?

Posted by paperplane2016 > 2016-08-27 01:22 | Report Abuse

This Rosalie will spend whole life, his whole family will get bad karma cycle many life to do co e!