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Traders Kopitiam! V6
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holybo
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 Nov 20 2014, 10:58 PM
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QUOTE(Boon3 @ Nov 20 2014, 05:46 PM) Thanks for sharing la. If you have the time read and compare Airasia's quarterlies. Tony is a hedge gambler!! As it is, as of Sept 2014, he has hedged a lot of positions already. Fir jet fuel, the actual financial data shows he is way to early with his bets. And yes, if you read my earlier comments the main component in his company is the USD. 11 billion debts....mostly denominated in USD!!!! Currently..his forex hedge is looking good. Hedged ay 3.22++ hedging could be a measure to control risk as the fuel cost could be estimated in short or medium term, which I think quite important for a LCC. Well, even WB made mistake in investing Tesco. In fact, WTI at 80 USD per barrel is a comfortable price for all (even O&G producer), i think OPEC won't cut production so soon. This post has been edited by holybo: Nov 20 2014, 10:59 PM |
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holybo
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Nov 21 2014, 03:51 PM
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QUOTE(Boon3 @ Nov 21 2014, 01:18 PM) Can.... ..just ask Tony to double up all their jet fuel hedges lor. From consumer point of view, I wouldn't want airasia to die because of its cheaper alternative to travel. From investor point of view, he made mistakes on hedging too early, hopefully he could hire O&G investment consultant to advise on the hedging, probably hire boon gor  . Last resort will be using airasia to save aax (of course at that time the share price could worth much lower than now). |
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holybo
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Nov 25 2014, 03:52 PM
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QUOTE(gark @ Nov 25 2014, 03:50 PM) Recap... went into 'jungle' to do project works for the last 8 months...not much internet access, now already completed and out of 'jail' already  Still holding most of the stocks unchanged from last time... portfolio on autopilot Sold off 25% of Insas recently... sold all CBIP warrants.. but still keeping mother share. Recently bought into Armada at 1.34 Surprisingly my Indo stocks more or less gained >50% during my absence..all on autopilot nice gain.. any views on UTDPLT? net profit jump but share price  |
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holybo
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Nov 25 2014, 04:28 PM
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QUOTE(gark @ Nov 25 2014, 04:23 PM) No wor... they get 5 sen, station operator get 12 sen and govt get 12 sen tax. But of course, they also own some station so... they get some share of the 12 sen.  by using the monthly mechanism, government will gain / subsidy depending on the oil price fluctuation. our government earn more in upstream, government dig big portion from P every year |
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holybo
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Nov 25 2014, 04:29 PM
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QUOTE(V-Zero @ Nov 25 2014, 04:26 PM) Interesting.  Is this fixed across different operators? varies from each operator |
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holybo
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Nov 28 2014, 04:32 PM
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choose O&G stock wisely. oil price down (pro-long), contractors like pantech, waseong will die first cause of no new projects.
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holybo
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Nov 29 2014, 10:40 AM
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QUOTE(wankongyew @ Nov 29 2014, 10:16 AM) Looks like O&G still has scope for more falls on Monday due to Petronas' official announcement of capex cuts contractors die first  |
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holybo
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Nov 30 2014, 02:59 PM
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QUOTE(duckaton @ Nov 30 2014, 01:57 PM) two ways to the thinking. This is the chance to top tup cheap, no? depending whether what is your strategy i guess. if you are a trader, buy only when it shows promising recovery. if you are a long term investor, you could start to look for chance since the generally the cost of oil production will increase since not much oil field left in shallow water, except middle east where oil is so much abundance there. however, be patience, do not enter too early. |
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holybo
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Dec 1 2014, 11:36 AM
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@gark, i joined your skpetro ship.. you're the captain to lead the ship  |
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holybo
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Dec 1 2014, 12:00 PM
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QUOTE(gark @ Dec 1 2014, 11:50 AM) sinking ship wor.... you want ah? u jump i jump~  |
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holybo
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Dec 1 2014, 05:35 PM
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QUOTE(gark @ Dec 1 2014, 05:32 PM) Not 'tai sek chak sei hai' meh?  I hope you are not one of Skpet's investor.. please.. please... i am skpetro's investor wor.. but currently slightly green.. |
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holybo
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Dec 1 2014, 05:46 PM
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QUOTE(gark @ Dec 1 2014, 05:36 PM) You never mind.. ducky got 'reputation' one... should be technical rebound soon.. ducky please join only AFTER the rebound |
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holybo
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Dec 2 2014, 09:47 PM
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QUOTE(kueyteowlou @ Dec 2 2014, 09:36 PM) hahaha because i practice... buy in fear...  dialog 1.18... i not manage to get it.. but 1.24 i bought some .... sold not at the highest today... but RM1.30 .... got around RM8k plus pocket money.... okok la....  not bad.. as long as profit..  |
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holybo
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Dec 3 2014, 05:44 PM
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QUOTE(gark @ Dec 3 2014, 05:41 PM) Still shopping around.... got several targets.. haven't shoot yet. But getting ready ammo... report here when u make purchase.. i'll always follow you |
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holybo
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Dec 3 2014, 05:58 PM
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QUOTE(Pink Spider @ Dec 3 2014, 05:44 PM) AFTER (so that we won't compromise your entry price) u shoot...share with us  so that you will sail the sinking ship together? |
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holybo
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Dec 3 2014, 08:00 PM
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QUOTE(Pink Spider @ Dec 3 2014, 05:59 PM) No, I help make a bigger hole let it sink faster heart must be |
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holybo
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Dec 3 2014, 09:39 PM
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any comments on mbsb? is the merger become successful, it worth 2.82.
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holybo
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Dec 3 2014, 09:53 PM
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QUOTE(tnang @ Dec 3 2014, 09:41 PM) All my oil counter. Mhb, umwog, icon, carimin, gone, fgv also gone, no hope liao erm... i work in O&G contractor company.. not very promising in near future.. we are laying off contract staffs now |
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holybo
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Dec 4 2014, 01:40 PM
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QUOTE(felixmask @ Dec 4 2014, 09:24 AM) can disclose the company ? not a listed company so i guess you are not keen to know? |
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