Posted by skyea > 2017-07-06 00:34 | Report Abuse

u guys are so screwed.

Posted by leelc99 > 2017-07-06 09:32 | Report Abuse

????

skyea u guys are so screwed.
06/07/2017 00:34

Posted by davidtslim > 2017-07-06 09:42 | Report Abuse

http://www.cnbc.com/2017/07/05/shell-director-says-downstream-business-fundamental-to-paying-off-debt-maintaining-dividends.html

Posted by ocpd > 2017-07-06 10:26 | Report Abuse

"I have seen times in my 36 years in Shell where upstream has delivered far more cash than the downstream (but) we are seeing a reverse at the moment," Abbott said.

Posted by probability > 2017-07-06 12:50 | Report Abuse

glad to see the market is slow disentangling PetronM from Oil price movements..

any dip..is an excellent opportunity.

wondering how much more such chance could arise at current oil price...

Posted by Equityengineer > 2017-07-06 13:16 | Report Abuse

Oil price drop for not material reason only speculation. Today just stay tune for inventory result

Posted by Kadir Almushayah > 2017-07-06 14:54 | Report Abuse

stockmamny....sabar menanti ye...waiting game ke

Posted by probability > 2017-07-06 18:10 | Report Abuse

looks like skyea got screwed

Posted by skyea > 2017-07-07 01:39 | Report Abuse

poor thing, getting boiled alive also dont know it.

Posted by yesyesyes > 2017-07-07 08:35 | Report Abuse

I am feeling the heat now .. going to stay above 8rm soon ... hahahaha ..

Posted by skyea > Jul 7, 2017 01:39 AM | Report Abuse

poor thing, getting boiled alive also dont know it.

Posted by stockmanny > 2017-07-07 10:34 | Report Abuse

This low class diot is getting a lot of shit all alone !

Don't think this idiot has a lot of monies to begin with by looking at past comments made.

Posted by skyea > Jul 7, 2017 01:39 AM | Report Abuse

poor thing, getting boiled alive also dont know it.

Posted by CKCS > 2017-07-07 10:44 | Report Abuse

What is the main selling point of PetronM? Is it any better than its competitors like Petdag, Shell, Bhp, Caltex, etc.? Woah.....so many competitors in Malaysia retail pump stations. Not too saturated meh?

Posted by LaLaLa > 2017-07-07 10:58 | Report Abuse

we got stockmanny, stockmamny, stockmanmy etc

Posted by AliCafe > 2017-07-07 11:51 | Report Abuse

tp: rm9.75 until next quarter...kikiki

Posted by Petronm > 2017-07-07 14:16 | Report Abuse

Look at this david, his blog praised me until I can fly like a rocket.

Tq, tq. The show just abt to begin. Won't let you guys down. Need to fly after gaining all the energy

Posted by LaLaLa > 2017-07-07 15:31 | Report Abuse

gambateh, Petronm!

Posted by paperplane2016 > 2017-07-07 15:40 | Report Abuse

goes back 7

Posted by CKCS > 2017-07-07 16:33 | Report Abuse

Your rocket is heading into the abyss LMAO

Posted by 逍遥子 > 2017-07-07 18:12 | Report Abuse

Refinery margin still staying at a very healthy zone

http://in.reuters.com/article/asia-refinery-idINL4N1JY2A3

Posted by probability > 2017-07-07 18:19 | Report Abuse

as usual 逍遥子 like an angel delivered to us the most sweetest news one can have! Thanks 逍遥子!


Strong margins were seen across three key refined products, fuel oil, jet fuel and diesel which make up about 40 to 70 percent of a refinery's output.

"Fuel oil is often treated like a by-product but recently it became the same price or higher than Dubai crude, which means there is no reason to keep run rates low unless you have a planned maintenance," said a trader with a Japanese refinery who declined to be named as he was not authorised to speak with media.


I think its safe now to whack the CC - by the time results out.. Instant $$$$$!!!!

Posted by Truetalk > 2017-07-07 19:17 | Report Abuse

逍遥子, thks.

Knew you wrote to Petronm for some clarifications which were addressed in recent AGM, would you mind share the written reply by Petronm on your queries here ?

Really hope you could, thanks again.

Posted by 逍遥子 > 2017-07-07 19:24 | Report Abuse

@ Truetalk, in fact they did not reply me in written form, but they promised they will post the questions & answer on their website on the later date.

Posted by Truetalk > 2017-07-07 19:28 | Report Abuse

Till today, still not posted ?

Posted by 逍遥子 > 2017-07-07 19:29 | Report Abuse

So far not yet.

Posted by DrNeoh > 2017-07-08 12:03 | Report Abuse

General view will be that the falling oil price will result in stock loss. However, the impact on the profitability is expected to be quite minimal. Should the refinery and retail businesses do well in q2 which I think will surely be (due to improved crack margins and larger market share etc), the once off stock loss can be easily offset with eventual net increment of NPBT.

Hence, the concern on weak oil price is fairly redundant and not a good reason to let go this strong cash generating stock !

Posted by sheldon > 2017-07-08 13:52 | Report Abuse

Generally the impact of lower pump prices is mitigated or compensated by lower crude prices.

Of course in a downward spiral the stock of crude acquired at a higher price have to be processed and sold based on lower crude prices. Maybe there's enough thickness in the margins; maybe they have been hedged away. There's just too many variables for any outsider to analyse the impact.

So the best thing to do is to pray that the management is doing the right thing and enjoy the ride.

Posted by Flintstones > 2017-07-08 14:38 | Report Abuse

I am hoping for a big correction on Monday so I can collect more cheap

Posted by traderman > 2017-07-08 17:49 | Report Abuse

tp 20

Posted by TakeProfits > 2017-07-08 22:28 | Report Abuse

Tp 20.....har har....u sure...

Posted by paperplane2016 > 2017-07-08 23:17 | Report Abuse

Hello Dr neoh

Posted by Truetalk > 2017-07-09 11:48 | Report Abuse

Welcome Dr Neoh SK

Posted by Bizfuneng > 2017-07-09 12:27 | Report Abuse

Good tohear fm Dr Neoh.

Posted by Bensonlim > 2017-07-09 23:34 | Report Abuse

Lousy petron made me lost money. Will pump caltex now onwards

Posted by TabulaRasa > 2017-07-10 10:40 | Report Abuse

Wow...is this the famous investor Dr Neoh?

Posted by AliCafe > 2017-07-10 11:15 | Report Abuse

collect more..kikiki

Posted by Lee1234 > 2017-07-10 13:35 | Report Abuse

Heng yuan up..up..up, petronm down..down..down

Posted by AliCafe > 2017-07-10 16:26 | Report Abuse

slow and steady...kikiki

Posted by Kadir Almushayah > 2017-07-10 18:15 | Report Abuse

@stockmamny.. Soli no jual

Posted by 逍遥子 > 2017-07-10 20:25 | Report Abuse

Refinery margin stay firm on healthy level

http://m.timesofindia.com/business/international-business/asia-distillates-cash-differentials-slip-cracks-hold-firm/articleshow/59528955.cms

Posted by Winningpost > 2017-07-10 21:15 | Report Abuse

The drop in crude oil price today has no effect at all on the Petronm and Hengyuan refinery performance.And rightly so.
The market has finally realised the crack spread effect and high ESP and low PE on both counters vis a vis Petdag share price at $24.
More to come !

Posted by Winningpost > 2017-07-10 21:16 | Report Abuse

* EPS.

Posted by DrNeoh > 2017-07-10 21:39 | Report Abuse

A good wake up call to some

Posted by probability > 2017-07-10 22:35 | Report Abuse

just saw...fantastic news again from humble 逍遥子!

now all the uncertainty i had is being cleared completely.
JET FUEL margins is at 12 USD/brl!!

"On Thursday the refining margin climbed to its highest in nearly five months at $12.43 a barrel, Reuters data showed. - South Korean and Japanese refiners are running their plants at near-maximum capacity to cash in on the profit margins, industry sources told"


This explains why HRC can have margins exceeding 9 USD/brl (relative to Brent).


Posted by 逍遥子 > Jul 10, 2017 08:25 PM | Report Abuse

Refinery margin stay firm on healthy level

http://m.timesofindia.com/business/international-business/asia-distillates-cash-differentials-slip-cracks-hold-firm/articleshow/59528955.cms

Posted by 逍遥子 > 2017-07-10 22:48 | Report Abuse

@ Probability, just to share some relevant info.

Cheers

Posted by Alex Foo > 2017-07-10 23:31 | Report Abuse

@probability sifu

i feel like my 3rd underwear incoming =D

Posted by davidtslim > 2017-07-11 13:34 | Report Abuse

https://klse.i3investor.com/blogs/david_petronm/127594.jsp

Part 3 of petronm. This should be my last part sharing for petronm if no new idea

Posted by Newmaster > 2017-07-11 13:45 | Report Abuse

Thank you so much, best work !

Posted by charles_cty > 2017-07-11 15:01 | Report Abuse

good analysis.....thanks to davidtslim......

Posted by paperplane2016 > 2017-07-12 13:58 | Report Abuse

Top30% is 81%
Dr.Neoh you holding Top 9-1million shares, 0.37%. any comment? hehe

Posted by paperplane2016 > 2017-07-12 14:07 | Report Abuse

Johan, Tan Kah Hock or Kay Hock also inside......hmmmmmm