Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
5 Pages < 1 2 3 4 > » Bottom

Outline · [ Standard ] · Linear+

 Investors Club V9, Previously known as Traders Kopitiam

views
     
foofoosasa
post Jan 23 2017, 10:46 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Jan 23 2017, 10:43 AM)
No ah.. still keeping mine..  tongue.gif
*
no add more stake meh tongue.gif you keep buy and buy one icon_idea.gif
foofoosasa
post Feb 10 2017, 06:23 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 9 2017, 12:18 AM)
Not really, you will run out of fertile land sooner or later. I just read an article, world phosphate reserve which is essential for fertilizer will run out in 50 years. So far is no alternative. Scary eh?
*
Weird, pricing wise phosphate is still relatively cheap due to redundant supplies .
Maybe you mean potash fertiliser?market price showing sharp increase in recent years
foofoosasa
post Feb 13 2017, 12:11 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 13 2017, 12:06 PM)
Lol! That is too much de... a little bit less than that ok.  laugh.gif
*
less one decimal point is also happy liao laugh.gif drool.gif
foofoosasa
post Feb 15 2017, 08:12 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 15 2017, 03:19 PM)
Not all blue chip is good leh... Some blue chip can kill all your capital one.

Look at stocks like a business, not through ranking.. etc.
*
have buy bank counter in malaysia? brows.gif
foofoosasa
post Feb 15 2017, 08:30 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 15 2017, 08:26 PM)
Holding maybank... But waiting to dispose at good price.
*
sad.gif so fast dispose? I just want get in brows.gif

Banking counter bleak future meh? I thought all your holding very long one brows.gif
foofoosasa
post Feb 16 2017, 04:52 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 15 2017, 08:47 PM)
Possibly changing to other counters...
*
hmm.gif plantation counter ok bo this time ? innocent.gif
foofoosasa
post Feb 16 2017, 04:58 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Boon3 @ Feb 16 2017, 04:53 PM)
laugh.gif

You gonna good good invest or are you gonna pull your kfc stunt trading again?

tongue.gif
*
the last time I did punt trade was early 2016 brows.gif

Now upgrade kfc trading style already, leave stock market and go for FCPO tongue.gif
foofoosasa
post Feb 16 2017, 07:08 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Boon3 @ Feb 16 2017, 05:12 PM)
Upgrade to .... Nandos ah? laugh.gif
Oil stocks leh?
*
Oil stocks counter force me become long term investor
foofoosasa
post Feb 17 2017, 09:23 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 16 2017, 07:46 PM)
Ok lar.. as long as CPO holds above 3k.. very bright.  rclxms.gif
*
brows.gif , MYR so weak actually plantation counter I think is a good play. biggrin.gif


QUOTE(Boon3 @ Feb 16 2017, 08:26 PM)
From kfc trader to nando's investir..... tongue.gif
*
laugh.gif
foofoosasa
post Feb 17 2017, 09:36 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(yhtan @ Feb 17 2017, 09:26 AM)
Read recent news that Najib close with China has cause CPO export to China increase a lot

This could be the catalyst for CPO price up beside weather issue
*
The main catalyst actually is the weak MYR that have provide better substitution to Soya bean oil.

When MYR weakened a lot like this, buyer suddenly found that CPO is very cheap in term of USD.

Najib meet China need see the RBD export data, if the export volume to china doesn't change a lot means tongue.gif

2016 have bad CPO production year for most of planting companies , however 2017 should have much more better production. icon_idea.gif hopefully I am right laugh.gif

Don't take my analyse too seriously, later bring u guys to holland laugh.gif
foofoosasa
post Feb 17 2017, 08:15 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Vanguard 2015 @ Feb 17 2017, 06:16 PM)
Boss, kalau ikut hati saya, saya taruh semua growth stock.

But at last, I don't have the balls to do it. Otherwise I sai lang Pestech, Press Metal, Classic Scenic, Ta Ann, Protasco, Inari Amertron, etc. So I am sticking with so called "blue chip" stocks for now.  sweat.gif

Let me learn how to crawl first before I walk and then I will run.
*
See your total fund lo and your risk appetite.

Some people have 100k spare for investment want split to 3 stocks.

some have 1 million diversify to 3 stocks.

some have 10million also diversify to 3 stocks.

if you asking this question, I think u not really sure what are u doing,

then I suggest hentam many, at least one gone burst you wont be that pain laugh.gif No offence la brows.gif ( Since you like to pay tuition fee) drool.gif
foofoosasa
post Feb 20 2017, 10:02 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Pink Spider @ Feb 20 2017, 09:48 AM)
I know this might not elicit a fruitful response but I'd try anyway...

Wanna sell one of my counters...which to sell?
*
IGB hmm.gif
foofoosasa
post Feb 20 2017, 10:06 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Pink Spider @ Feb 20 2017, 10:03 AM)
I'm actually thinking of Karex...been stagnant lately
*
I not really done research for karex, so I do not know the potential upside anyway hmm.gif

Which new counter you looking for? Let me guess O&G sector?
foofoosasa
post Feb 20 2017, 10:13 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Pink Spider @ Feb 20 2017, 10:11 AM)
Actually...

» Click to show Spoiler - click again to hide... «

*
tongue.gif
Go genting drool.gif brows.gif icon_idea.gif ?
foofoosasa
post Feb 20 2017, 10:14 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 20 2017, 10:13 AM)
reits..  whistling.gif
*
got put some stake in Armada? cool2.gif
foofoosasa
post Feb 20 2017, 10:34 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Pink Spider @ Feb 20 2017, 10:19 AM)
Drank too much... doh.gif
MQREIT certainly no, the yield is still attractive.

IGBREIT...seeing MV crowd...no shakehead.gif
*
hmm.gif 4.6% div yield like gark said, people now probably simply find some fixed fund or REITs hentam since KLCI not perform well recent 2 years.

Last two years and before, many said REITS slow etc only want invest those momentum stocks. I always do the other way round laugh.gif
foofoosasa
post Feb 20 2017, 10:35 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 20 2017, 10:28 AM)
My old stake is still there floating around.. wanna exit..  tongue.gif
*
wah I keep increasing stake leh, so fast run away? you see the buy volume today and recently brows.gif
foofoosasa
post Feb 20 2017, 01:00 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(lowya @ Feb 20 2017, 12:31 PM)
price hike not correlated to earning might be short lived.
*
https://klse.i3investor.com/blogs/kltrader/116241.jsp

some research from Macquarie research


The share price of Bumi Armada (BAB) surged 8.2% to close at RM0.725 on Friday, halting its 2-days of losses. The share price jump followed news of the arrival of its Armada Kraken floating, production, storage and offering (FPSO) vessel at the Kraken field in the UK North Sea. The vessel is currently on station and is securely moored.

Following this, Macquarie Equities Research (MQ Research) wrote a report on BAB, expressing their positive views on the announcement while maintaining their “Outperform” rating.

Event
BAB announced that its Armada Kraken FPSO has arrived at the Kraken field in the UK North Sea. The hook-up of the Submerged Turret Production buoy mooring system to the FPSO was completed on 15th February and a full rotation test performed so that the vessel is now on station and securely moored.
Commissioning work will continue on the topsides and the client, EnQuest PLC (ENQ LN), expects delivery of first oil is on track for 2Q 2017.

‌Impact
MQ Research are positive on the announcement: (i) the Armada Kraken FPSO looks on track to achieve its first oil in Apr17, within MQ Research’s expectations; and (ii) with a daily charter rate of US$440,000-450,000, MQ Research expect the Armada Kraken FPSO charter to contribute significantly to BAB's free cash flow and 10% of 17-18E revenue.
To recap, Armada Kraken FPSO is chartered to EnQuest for its Kraken project for US$1.4bn over a 8-year firm charter period, with 17 annual extension option worth US$0.9bn.
‌Action and recommendation
Maintain Outperform. This is MQ Research’s second positive update on BAB's FPSO projects, following Eni SpA's recent announcement on the commissioning of production at Angola East Hub Project, where Armada Olombedo FPSO is deployed. Overall, MQ Research expect the commissioning of three new FPSOs in 1Q-2Q17 to lift 17-18E FCF/EV to 9%-10%, thereby re-rating the share price.


Source: Macquarie Research - 20 Feb 2017


I guess Investor still looking more catalyst to boost the Armada's Earning. nod.gif
foofoosasa
post Feb 20 2017, 06:17 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Feb 20 2017, 01:28 PM)
I have been an investor in Armada for quite some time...basically this is what i see..

1. Earnings has been dragged down by their OSV division and also write down of assets (especially OSV).

2. Ongoing dispute and law suit for Armada Claire, which leads to loss of income and write down of FPSO.

3. Actually their FPSO division is quite healthy, as long as their customers abide by contract.

4. Positive catalyst is better utilization from their OSV and winning the A. Claire lawsuit.
*
Points noted especially number 4 flex.gif notworthy.gif
foofoosasa
post Feb 21 2017, 10:37 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(Pink Spider @ Feb 21 2017, 10:28 AM)
I wonder should I be patient with TNLOGIS hmm.gif

Current biz sentiments bad...but long-term I'm optimistic hmm.gif
*
Sales drop in TNLOGIS, hmm struggle to get more business? hmm.gif

5 Pages < 1 2 3 4 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.1410sec    0.11    7 queries    GZIP Disabled
Time is now: 9th December 2025 - 05:49 AM