Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
130 Pages « < 93 94 95 96 97 > » Bottom

Outline · [ Standard ] · Linear+

 Traders Kopitiam! V8

views
     
Boon3
post Oct 9 2015, 05:35 PM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(gark @ Oct 9 2015, 04:29 PM)
Yay towards $80 in 2018..  rclxms.gif  rclxms.gif  rclxms.gif
*
LOL!!!

laugh.gif
MohdPuskas
post Oct 9 2015, 05:38 PM

Getting Started
**
Junior Member
189 posts

Joined: Nov 2014


Eh why Shell drop sweat.gif
holybo
post Oct 9 2015, 06:43 PM

Regular
******
Senior Member
1,449 posts

Joined: Dec 2007
QUOTE(gark @ Oct 9 2015, 04:29 PM)
Yay towards $80 in 2018..  rclxms.gif  rclxms.gif  rclxms.gif
*
why 2018? End of this year la
cooldownguy86
post Oct 9 2015, 07:54 PM

Enthusiast
*****
Senior Member
896 posts

Joined: Jan 2003
From: Ampang
QUOTE(gark @ Oct 9 2015, 05:31 PM)
Quiet? Lol actually looking for stocks which has not appreciated .. yet.  laugh.gif In this case an 'OnG' stock which has been beaten to the ground despite it is not really dependent on oil price.  laugh.gif

Looking at a gas pipeline company which have high re-curing income ..with locked in contract 10Y or more. Last 2Q profit increased 20% YoY and with 2 more pipeline completing in 3Q and 4Q, expect the earnings will be up by 60% in 2016.

Currently sells at 7x PE only..PBV 0.9,  looks good eh? Company earned $5.3 million in 1H15 on $100 million sales.. and the current market cap is just $57 million  brows.gif
*
Idx right haha
foofoosasa
post Oct 10 2015, 12:31 AM

Look at all my stars!!
*******
Senior Member
3,437 posts

Joined: Sep 2007


QUOTE(Pink Spider @ Oct 9 2015, 05:16 PM)
Quiet bcos they all busy clicking "BUY" button rolleyes.gif
*
QUOTE(gark @ Oct 9 2015, 05:31 PM)
Quiet? Lol actually looking for stocks which has not appreciated .. yet.  laugh.gif In this case an 'OnG' stock which has been beaten to the ground despite it is not really dependent on oil price.  laugh.gif

Looking at a gas pipeline company which have high re-curing income ..with locked in contract 10Y or more. Last 2Q profit increased 20% YoY and with 2 more pipeline completing in 3Q and 4Q, expect the earnings will be up by 60% in 2016.

Currently sells at 7x PE only..PBV 0.9,  looks good eh? Company earned $5.3 million in 1H15 on $100 million sales.. and the current market cap is just $57 million  brows.gif
*
See the pinned thread mah.

Normally hor uptreand like this i only see rclxm9.gif rclxm9.gif expression 1 day move like 10 pages.

Now not even more than 5 posts tongue.gif , so means majority buyer basically still the foreigner. ( My assumption la)

but sometimes company tends to cancel contract rather paying penalty right? sweat.gif Maybe i dont understand the whole story la... sweat.gif another tipsy by gark goh brows.gif
holybo
post Oct 10 2015, 10:45 AM

Regular
******
Senior Member
1,449 posts

Joined: Dec 2007
QUOTE(foofoosasa @ Oct 10 2015, 12:31 AM)
See the pinned thread mah.

Normally hor uptreand like this i only see  rclxm9.gif  rclxm9.gif  expression 1 day move like 10 pages.

Now not even more than 5 posts  tongue.gif , so means majority buyer basically still the foreigner. ( My assumption la)

but sometimes company tends to cancel contract rather paying penalty right? sweat.gif Maybe i dont understand the whole story la... sweat.gif another tipsy by gark goh  brows.gif
*
cancel contract means have to pay penalty. Some company (e.g. OnG downstream, gas pipe, storage, etc.) do not really depends on oil price to generate profit. The impact is not as strong towards those upstream activity (exploration, drilling, etc)
gark
post Oct 10 2015, 01:40 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(foofoosasa @ Oct 10 2015, 12:31 AM)
See the pinned thread mah.

Normally hor uptreand like this i only see  rclxm9.gif  rclxm9.gif  expression 1 day move like 10 pages.

Now not even more than 5 posts  tongue.gif , so means majority buyer basically still the foreigner. ( My assumption la)

but sometimes company tends to cancel contract rather paying penalty right? sweat.gif Maybe i dont understand the whole story la... sweat.gif another tipsy by gark goh  brows.gif
*
Depend on contract.. if use or pay contract, then have to pay for remaining lifetime of contract even if it is cancelled, like those for Armada, sometimes negotiations can lead to some discount for remaining lifetime. Due to very long lifetime contract for FPSO, sometimes the oil company have no choice but to keep pumping although at loss. brows.gif

Gas pipeline contract usually have minimum mmscfd usage, below the minimum, you still have to pay for those you did not use. Some company during slowdowns rather throw away the un-used gas just to meet the minimum, than the gas company get 'buta' profits. rolleyes.gif

Some contract have specific cancellation clauses and/or penalty clauses.

Note : mmscfd = million standard cubic feet per day, standard measurement for nat gas.

This post has been edited by gark: Oct 10 2015, 01:50 PM
gark
post Oct 10 2015, 01:40 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(cooldownguy86 @ Oct 9 2015, 07:54 PM)
Idx right haha
*
Haha ... alot of hidden jewels eh? brows.gif

This post has been edited by gark: Oct 10 2015, 01:53 PM
gark
post Oct 10 2015, 01:41 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(holybo @ Oct 9 2015, 06:43 PM)
why 2018? End of this year la
*
Haha I not so optimistic.. tongue.gif
holybo
post Oct 10 2015, 02:30 PM

Regular
******
Senior Member
1,449 posts

Joined: Dec 2007
QUOTE(gark @ Oct 10 2015, 01:41 PM)
Haha I not so optimistic..  tongue.gif
*
Later Russia accidentally bomb the oil rigs then shoot up to USD 80 within days tongue.gif
SUSPink Spider
post Oct 10 2015, 04:14 PM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


QUOTE(holybo @ Oct 10 2015, 02:30 PM)
Later Russia accidentally bomb the oil rigs then shoot up to USD 80 within days  tongue.gif
*
hmm.gif

Now I know Putin's real motive for Syria intervention... brows.gif

It is in his interest to make this "accident" happen ph34r.gif
gark
post Oct 10 2015, 05:45 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(holybo @ Oct 10 2015, 02:30 PM)
Later Russia accidentally bomb the oil rigs then shoot up to USD 80 within days  tongue.gif
*
rolleyes.gif

user posted image
SUSPink Spider
post Oct 12 2015, 09:24 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


Local funds gonna sarpork KLSE...

Najibnomics come into play... whistling.gif

No more bargains yawn.gif
gark
post Oct 12 2015, 09:32 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Oct 12 2015, 09:24 AM)
Local funds gonna sarpork KLSE...

Najibnomics come into play... whistling.gif

No more bargains yawn.gif
*
Come find bargains in IDX.. lots of em.. brows.gif
SUSPink Spider
post Oct 12 2015, 09:35 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


QUOTE(gark @ Oct 12 2015, 09:32 AM)
Come find bargains in IDX.. lots of em..  brows.gif
*
Moving my cash in trust account back to my unit trusts...

No confidence to play overseas markets yet sweat.gif
gark
post Oct 12 2015, 09:37 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Oct 12 2015, 09:35 AM)
Moving my cash in trust account back to my unit trusts...

No confidence to play overseas markets yet sweat.gif
*
Unit trust... rolleyes.gif

Unit trust no fun leh, stocks more exciting.. laugh.gif
Boon3
post Oct 12 2015, 09:40 AM

10k Club
********
All Stars
15,942 posts

Joined: Jun 2008
QUOTE(gark @ Oct 10 2015, 05:45 PM)
rolleyes.gif

user posted image
*
laugh.gif


Ringgit gained negative movement against the USD this morning....


ahhh..... the topsy turvy world.....

tongue.gif
SUSPink Spider
post Oct 12 2015, 09:41 AM

Formerly known as Prince_Hamsap
********
Senior Member
16,872 posts

Joined: Jun 2011


QUOTE(gark @ Oct 12 2015, 09:37 AM)
Unit trust...  rolleyes.gif

Unit trust no fun leh, stocks more exciting..  laugh.gif
*
Can get annualised return of 10%+/-, ok liao

At least no need micro-monitoring blush.gif
gark
post Oct 12 2015, 09:42 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Oct 12 2015, 09:40 AM)
laugh.gif
Ringgit gained negative movement against the USD this morning....
ahhh..... the topsy turvy world.....

tongue.gif
*
One day up.. one day down.. currency like stock markets liao.. tongue.gif

So you predict up or down for USD? laugh.gif
gark
post Oct 12 2015, 09:42 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Oct 12 2015, 09:41 AM)
Can get annualised return of 10%+/-, ok liao

At least no need micro-monitoring blush.gif
*
Dun aim so low leh...

Remember bagger boon theory.. tongue.gif

130 Pages « < 93 94 95 96 97 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0274sec    0.42    6 queries    GZIP Disabled
Time is now: 29th March 2024 - 07:13 PM