Author Topic: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!  (Read 1239527 times)

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12800 on: March 17, 2019, 01:57:52 PM »
Study carefully...sapnrg is value, contraian, turnaround, growth investment all in one play mah....!!

It can be value investment & but it can cover in even more....but most important it has very big margin of safety loh...!!

It is sure make monies play loh....!!

DO NOT DESPAIR IF SAPNRG JUST SHOOT UP LOH...!!

REMEMBER THIS LOH...!!

"No problem loh....out of 100 people only 1 person really make monies on sapnrg mah.....!!

Sapnrg long way to go ....the coming turnaround will be very strong loh...!!"

LOOKING AT THE ABOVE FACT ARE U NOT CONVINCE AND CONFIDENT TO JUMP IN WITHOUT HESITATION LEH ??


Posted by Choivo Capital > Mar 12, 2019 07:30 PM | Report Abuse

Raider,

Style can change, but philosophy cannot.

I have value investor friends who think highly of sapura at this price. I don't, despite trying very hard to see it as well.

Good luck.

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12801 on: March 17, 2019, 01:58:32 PM »
Don forget SAPNRG is an integrated mini petronas....thats why PNB are so bullish and willing to dump in huge monies increasing their stake from 12% to 48% loh...!!

PNB don have to do that, unless they are highly confident on this stock loh...!!

As most O&G stocks like Carimin, Naim, Dayang & Penergy have gone up 100% to 200% from its lows Raider has unearthed another Great O&G Stock yet to run up

That Stock is Sapnrg.

At Its early days of IPO (2013 to 2014) Sapnrg O&G Was As High As Rm7.00

But in Year 2014 Due to Brent Crude Oil price crashed to a low of USD27 Petronas cut down from 39 Oil Rigs to only 14 Oil Rigs

As a result Sapnrg 0&G business contracted & its share price collapsed all the way till now (Sapnrg was later sold to Amanah Saham Bumi)

AND NOW THESE ARE SOME VERY GOOD TURNING POINTS FOR Sapnrg

1) PETRONAS HAS INCREASED UPSTREAM EXPENSE FROM RM11.5 BILLIONS (2018) TO RM15 BILLIONS (2019) THIS YEAR

That means that there will be EXTRA 30% CASH INFUSION INTO UPSTREAM O&G ACTIVITIES

CARIMIN, DAYANG, PENERGY, BINTULU PORT HAVE SEEN INCREASING REVENUES DUE TO O&G ACTIVITIES FOR YEAR 2018. AND GOING INTO YEAR 2019 IT WILL SEE EVEN MORE ACTIVITIES

All Due to these Factors

2)) Brent Crude Price has gone back up above USD65.00 per barrel

SO IT IS VIABLE TO EXTRACT MORE OIL

3) Govt wants more Dividend from Petronas (Currently Petronas gave Rm24 Billions usual dividend PLUS A Special Dividends of RM30 Billions = Total Rm54 BILLIONS)

4) RAPID REFINERY In Completion also require EXTRA 54.7 MILLION BARRELS OF CRUDE YEARLY
So all these Converging Factors Have Fired Up O&G Stocks

5) Sapuranrg HAS RECEIVED 6 JOB AWARDS SINCE YEAR 2018

Making a Very Good Track Record of securing over Rm 5 Billion Ringgit Revenue for Year 2018 & 2019
And More Jobs going into Year 2019 as PETRONAS IS STEPPING UP OIL EXPLORATION.
At the moment sapnrg got rm 19 billion order books in hand.

6) SEEING SUCH GOOD PROSPECTS PNB HAS BOUGHT More sapnrg raising their stake from 12% to 48% injecting about Rm 2 billion loh...!!

7) ALTHOUGH Sapnrg HAS 16 BILLION SHARES ITS TOP 30 HOLDERS ARE AMANAH SAHAM BUMI, PNB & TOP LOCAL & FOREIGN FUNDS
80% ARE OWNED BY THESE STRONG HOLDERS.
Only 4 billion shares are in freefloat.

8) SINCE PENERGY, CARIMIN & DAYANG HAVE ALREADY RUN UP SO MUCH IN PRICE IT IS A WISE STRATEGY TO TAKE SOME PROFITS IN THESE & BUY SOME LAGGARD Sapnrg.

9) Sapnrg COULD BE ANOTHER DAYANG OR A HIDDEN GEM...raider has estimated it overtake Pchem mkt capitalization in 3 yrs time loh..!!

10) JUST LIKE NAIM WAS SOLD DOWN TO 45 SEN AFTER CAPITAL EXERCISE Sapnrg HAS ALSO BEEN SOLD DOWN TO ONLY 23.5 SEN (DUE TO CAPITAL EXERCISE RECENTLY)

Share just like NAIM AT 50 SEN. NAIM REACHED RM1.00 FOR 100% UPSIDE RECENTLY

SO Sapnrg IS NOW 34 SEN

WHAT IS THE TARGET PRICE FOR Sapnrg?

Raider HAS A 3 YEAR TARGET PRICE FOR Sapnrg AT RM 3.00 loh...!!

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12802 on: March 17, 2019, 01:59:06 PM »
A CHINCHAI BADLY MANAGE AND FINANCIAL IN TROUBLE STOCK LIKE FGV, CAN SHOOT UP ALMOST 50% !!...DO U KNOW HOW MUCH SAPNRG CAN SHOOT UP, WHEN THE POTENTIAL UNLEASHED LEH ??

DO U WANT TO BE A RICH ***** LIKE KYY, PHILIP , 3iii OR LIKE THE MODEST HUMBLE RAIDER LEH ??

IF YES...SAPNRG IS YOUR ANSWER LOH...!!

Posted by stockraider > Mar 12, 2019 11:44 PM | Report Abuse X

Good comment loh....!!

If FGV can shoot from Rm 0.70 to above Rm 1.00...i m sure sapnrg who have less problem can do very much better loh....!!

Posted by ChefSaham > Mar 12, 2019 11:35 PM | Report Abuse

to me i think sapura and fgv are similar. both are glc, share price of both has been bottomed out, both undergoing restrucring, both impacted by commodity prices. previous years have never been the year or OnG or plantation companies focus but now maybe slowly re-emerge. for sapura, healthy order book is a big part meaning that the company still have steady cash flow coming in at least for the next 3 years with the new government hopefully this two companies can have a strong turnaround if you believe in the management then u buy if not find other counters :)

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12803 on: March 17, 2019, 01:59:55 PM »
The SAPNRG 31-10-2019 q3 result shows recovery loh....!!

Summary of Q3 FY2019 financial results:
o Profit-before-tax of RM40.3 million...a big recovery from losses.

o Revenue of RM1.5 billion...reasonable but order piling up.

o Current cash and cash equivalents of RM0.7 billion.. the proceeds from the rights issue and rm 4 billion from the 50% disposal of omv oil field not in yet.

• New contract wins year-to-date of RM8.5 billion with a growing orderbook of RM18.6 billion...the latest todate hitting rm 19.3 billion in hand.

• Secured most sought-after entry into Saudi Aramco’s Long-Term Agreement (LTA) programme as:
pre-qualified contractor to bid for EPCI opportunities.The margin and payment are secure here bcos this is the home base
• On a stronger financial footing to push ahead with growth:
With overwhelming Rm 4 billion rights issue and rm 4 billion disposal to omv the 50% half share of oil field assets

o Shareholders voted overwhelmingly for all six resolutions for the Rights Issue of RM4 billion at the Extraordinary General Meeting on 29 November 2018

o Entered into strategic partnership with Austria’s OMV through signing of Share

Subscription Agreement and Shareholders’ Agreement on 9 November 2018, which will result in cash proceeds of up to USD975 million

o Possible synergistic collaboration with a potential partner to unlock the value of its Drilling business..This will mean big reversal of impairment coming. They will be great improvement to the bottom line.

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12804 on: March 17, 2019, 02:00:38 PM »
U need to stick to champion mkt leader stock in the O&G industry to ensure longterm sustainability loh...!!

What are the champion mkt leader stock in the Oil & Gas Industry leh ??

There are 2 chun chun abang adik stock loh ??

1 It is Velesto with TP Rm 2.00 over 3 yrs 3 mths now only 30.5 sen.

2. Sapnrg with Tp Rm 3.00 over 3 yrs 3 mths now only rm 3.00 mah...!!

Both of these leaders are owned by PNB and had undergone massive restructuring to strengthen its financial & viability loh...!!

Yes u can jump to other oil & gas stock....but most have gone up alot ,furthermore their sprint up are short term and not sustainable loh...!!

Just stick to quality and undervalue the twin very important point for strong sustain gain loh.....!!

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12805 on: March 17, 2019, 02:01:11 PM »
TOMORROW FIRST THING MARKET OPEN

1) BUY AS MUCH SAPNRG AS YOU CAN AFFORD

2) CANNOT AFFORD? THEN SELL OTHER DEAD STOCKS & GO LOAD UP ON SAPNRG

3) ALSO SELL OTHER "GOOD STOCKS" THAT CANNOT GIVE YOU 300% TO 1000% & BUY THE GOLDMINE SAPNRG

SELL THE GOOD AND BUY THE VERY BEST

YES!!!

SAPNRG WILL BE THE BEST EVER RETURN IN YOUR LIFETIME INVESTMENT...!!

IT IS DIFFICULT TO FIND STOCK THAT CAN GIVE U 300% TO 1000% GAIN OVER ABOUT 3 YRS PERIOD LOH...!!

DON MISS THIS GOLDEN OPPORTUNITY LOH...!!

U NEED TO FOCUS, CONCENTRATE & BANG ON THIS PARTICULAR STOCK GOLDEN WINNING STOCK MAH....!!

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12806 on: March 17, 2019, 02:01:42 PM »
WHY RAIDER SO BULLISH ON SAPNRG?
BECAUSE IT OWNS THE NEWEST & MOST EXPENSIVE VALUABLE OIL & GAS ASSETS IN THE FORM OF OIL RIGS AND DRILLING MACHINSE.

IN ADDITION SAPNRG OIL FIELD IS HIGHLY RICH, WITH OIL & GAS DEPOSITS AND EXTRACTION COST ARE REASONABLY LOW...!!

THE EXPLOSIVE GROWTH OF SAPNRG WILL COME FROM OIL & GAS CONTRACTS AWARDS TO SAPNRG EXPECTED TO REACH RM 30 BILLION FROM CURRENT RM 19.3 BILLION.

MOST IMPORTANTLY THE MARGIN OF THE CONTRACT IS PRETTY DECENT LOH...!!

SAPNRG ARE EXPECTED TO ACHIEVE PROFIT OF RM 3.0 TO RM 5.0 BILLION WITHIN NEXT 3 YRS WHICH IS BEYOND THE IMAGINATIONS OF MOST INVESTORS LOH...!!

THUS THE MKT CAPITALIZATION OF AROUND RM 70 BILLION OR RM 3.00 PER SHARE IS WITHIN SAPNRG REACH LOH....!!

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12807 on: March 17, 2019, 02:02:31 PM »
WHY ? WHY ? TELL ME WHY ??

Investment in sapnrg are real smart move loh...!!

Posted by stockraider > Mar 12, 2019 11:24 PM | Report Abuse X

My friend paperlane,

Use head to think lah.....!!

PNB willing to increase their shares from only 12% to 48% ...that means the prospect very very good mah....!!

They don have to increase their stakes to more than their share of 12% mah......!!

Who dares to stick their neck out to propose increasing their stakes, after seeing tabung haji, felda and MARA all got fired for fail investment performance leh ??

They must have positive insider info....they must done deep due diligence to verify, confirm and...check the viability b4 they dare mah....!!

Don forget it is new PH govt...where they are not so lenient like BN mah......!!

Raider bro.need your opinion.this company heavily in debt. Even with pnb new fund injection,with 16bil contract,what makes you think it can revive. 16bil contract,what's the margin like,I bet low single digit. Their debt even with latest fund raising still high! Mgt is lousy,this why it was in slump . What makes the so call expert drawing few million salary every yr again and again?? Why pnb want to save them ???

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12808 on: March 17, 2019, 02:03:13 PM »
GOOD TIME IS COMING BIG LOH....!!

DON MISS THIS GREAT OPPORTUNITY LOH...!!

Posted by stockraider > Mar 13, 2019 12:33 AM | Report Abuse X

U worry about debt yinson and armada are of the bigger problem loh...!!

Sapnrg Gearing from 2.0x brought down 0.64x is very credible performance mah...!!

Posted by paperplane > Mar 13, 2019 12:29 AM | Report Abuse

My take is govt won't let fgv and other big Corp to fail. Sapng if pnb want to revive yes, because zeti is there. My worry is just the debt killing them,and I don't quite like those still sitting on chair? Why no change in mgt, board members yet? Or change had done?I only see director buying shares now......


paperplane
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Posted by paperplane > Mar 13, 2019 12:41 AM | Report Abuse

On completion of the cash call, Sapura Energy said Permodalan Nasional Bhd (PNB) had emerged as its single largest shareholder with a 40% stake. Sapura Technology Sdn Bhd — which is controlled by president and chief executive officer Tan Sri Shahril Shamsuddin — is now its second largest shareholder with a 16.3% stake after Shahril raised his commitment by RM100 million from RM300 million initially.

PNB, which has been supportive of the cash call, committed RM2.68 billion to the entire exercise after giving an undertaking to subscribe for some of the unsubscribed shares and RCPS-i.

The exercise, the group previously said, is aimed at reducing its borrowings to strengthen its balance sheet, and in turn enable it to bid and undertake higher value projects globally.

It is an important part of the group’s recapitalisation exercise to pare down its huge borrowings of RM14 billion, of which RM4.59 billion are borrowings from Malayan Banking Bhd, Maybank IB’s parent.

Apart from the rights issue, the group also let go of a 50% stake in its exploration and production unit Sapura Upstream Sdn Bhd by forming a joint venture with Austrian integrated oil and gas group OMV Aktiengesellschaft (OMV) to raise cash proceeds of up to US$975 million.

In yesterday’s statement, Sapura Energy said proceeds from both the rights issue and the partnership with OMV will be used to repay the group’s borrowings and boost working capital.

On completion of both exercises, its gearing ratio is expected to drop from 1.74 times to 0.62 time.

“The stronger balance sheet will provide greater financial flexibility for the group to deliver its growth plans. Sapura Energy’s growth strategy continues to see fruition in the increasing number of contract wins.

“The successful rights issue comes amidst the group’s contract wins to-date in financial year ending Jan 31, 2019 (FY19) of RM9.3 billion for its engineering and construction and drilling businesses. The group’s growing order book now stands at RM19.3 billion,” it added.

Its rights shares with warrants and the RCPS-i will be listed and quoted on the main market of Bursa Malaysia on Jan 29.

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12809 on: March 17, 2019, 02:03:45 PM »
REMEMBER:

ONE POSITIVE POWERFUL BULL OF BULLS STOCK LIKE Sapnrg WILL MAKE UP FOR YOUR OTHER LOSSES IN BAD STOCK!!!

DO IT AND DO IT NOW!!

Do it fast b4 too late to profit the most loh....!!

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12810 on: March 17, 2019, 02:04:38 PM »
DON MISS the Rally....!!

Until now many are still oblivious to the Mightest Oil & Gas Bull Run Thematic Stocks of Malaysia

Even Hong Kong Superman Li Ka Shing sees an Oil Boom Time in Malaysia

And he put his money where he finds real value

Li Ka Shing expect Oil & Gas Activity to Boom & Boom in Malaysia from now onward.

He is investing Rm500 Millions into A Ship to Ship Refuelling Hub

Why so?

BECAUSE THE BIGGEST SHIPS IN THE WHOLE WIDE WORLD WILL CARRY OIL FROM SAUDI TO PENGERANG AS WELL AS FROM THE OIL FIELDS OFF PENINSULA, AND OFF SHORE OF SABAH & SARAWAK


The company official says the STS hub will be able to handle up to 30 very large crude carriers (VLCCs) at any given time, compared with the existing STS operation there, which can only handle nine.

30 BIGGEST OIL CARRIERS WILL DOCK IN PENGERANG

THESE ULTRA LARGE OIL CARRIER ARE MUCH BIGGER THAN EVEN AIRCRAFT CARRIER

SUCH HUGE QUANTITIES OF BOTH CRUDE OIL & NATURAL GAS WILL BE NEEDED. WE CAN EXPECT PETRONAS TO RECOMMISSION ALL REMAINING IDLE OIL RIGS & UNPLUG ALL OIL WELLS

AND THIS IS ANOTHER REASON WHY YOU MUST BUY UP ALL SAPNRG SHARES WITH EVERY SPARE RINGGIT

VLCC and ULCC   
Edit

Knock Nevis (1979–2010), a ULCC supertanker and the longest ship ever built.
"Supertankers" are the largest tankers, and the largest man-made mobile structures. They include very large crude carriers (VLCC) and ULCCs with capacities over 250,000 DWT. These ships can transport 2,000,000 barrels (320,000 m3) of oil/318,000 metric tons.[42] By way of comparison, the United Kingdom consumed about 1.6 million barrels (250,000 m3) of oil per day in 2009.[44] ULCCs, commissioned in the 1970s, were the largest vessels ever built, but the longest ones have already been scrapped. By 2013 only a few ULCCs remain in service, none of which are more than 400 meters long.[45]

Because of their great size, supertankers often cannot enter port fully loaded.[21]These ships can take on their cargo at off-shore platforms and single-point moorings.[21] On the other end of the journey, they often pump their cargo off to smaller tankers at designated lightering points off-coast.[21] Supertanker routes are typically long, requiring them to stay at sea for extended periods, often around seventy days at a time.[21]

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12811 on: March 17, 2019, 02:06:04 PM »
Don forget SAPNRG is an integrated mini petronas....thats why PNB are so bullish and willing to dump in huge monies increasing their stake from 12% to 48% loh...!!

PNB don have to do that, unless they are highly confident on this stock loh...!!

As most O&G stocks like Carimin, Naim, Dayang & Penergy have gone up 100% to 200% from its lows Raider has unearthed another Great O&G Stock yet to run up

That Stock is Sapnrg.

At Its early days of IPO (2013 to 2014) Sapnrg O&G Was As High As Rm7.00

But in Year 2014 Due to Brent Crude Oil price crashed to a low of USD27 Petronas cut down from 39 Oil Rigs to only 14 Oil Rigs

As a result Sapnrg 0&G business contracted & its share price collapsed all the way till now (Sapnrg was later sold to Amanah Saham Bumi)

AND NOW THESE ARE SOME VERY GOOD TURNING POINTS FOR Sapnrg

1) PETRONAS HAS INCREASED UPSTREAM EXPENSE FROM RM11.5 BILLIONS (2018) TO RM15 BILLIONS (2019) THIS YEAR

That means that there will be EXTRA 30% CASH INFUSION INTO UPSTREAM O&G ACTIVITIES

CARIMIN, DAYANG, PENERGY, BINTULU PORT HAVE SEEN INCREASING REVENUES DUE TO O&G ACTIVITIES FOR YEAR 2018. AND GOING INTO YEAR 2019 IT WILL SEE EVEN MORE ACTIVITIES

All Due to these Factors

2)) Brent Crude Price has gone back up above USD65.00 per barrel

SO IT IS VIABLE TO EXTRACT MORE OIL

3) Govt wants more Dividend from Petronas (Currently Petronas gave Rm24 Billions usual dividend PLUS A Special Dividends of RM30 Billions = Total Rm54 BILLIONS)

4) RAPID REFINERY In Completion also require EXTRA 54.7 MILLION BARRELS OF CRUDE YEARLY
So all these Converging Factors Have Fired Up O&G Stocks

5) Sapuranrg HAS RECEIVED 6 JOB AWARDS SINCE YEAR 2018

Making a Very Good Track Record of securing over Rm 5 Billion Ringgit Revenue for Year 2018 & 2019
And More Jobs going into Year 2019 as PETRONAS IS STEPPING UP OIL EXPLORATION.
At the moment sapnrg got rm 16 billion order books in hand.

6) SEEING SUCH GOOD PROSPECTS PNB BUMI HAS BOUGHT More sapnrg raising their stake from 12% to 48% injecting about Rm 2 billion loh...!!

7) ALTHOUGH Sapnrg HAS 16 BILLION SHARES ITS TOP 30 HOLDERS ARE AMANAH SAHAM BUMI, PNB & TOP LOCAL & FOREIGN FUNDS
80% ARE OWNED BY THESE STRONG HOLDERS.
Only 4 billion shares are in freefloat.

8) SINCE PENERGY, CARIMIN & DAYANG HAVE ALREADY RUN UP SO MUCH IN PRICE IT IS A WISE STRATEGY TO TAKE SOME PROFITS IN THESE & BUY SOME LAGGARD Sapnrg.

9) Sapnrg COULD BE ANOTHER DAYANG OR A HIDDEN GEM...raider has estimated it overtake Pchem mkt capitalization in 3 yrs time loh..!!

10) JUST LIKE NAIM WAS SOLD DOWN TO 45 SEN AFTER CAPITAL EXERCISE Sapnrg HAS ALSO BEEN SOLD DOWN TO ONLY 23.5 SEN (DUE TO CAPITAL EXERCISE RECENTLY)

Share just like NAIM AT 50 SEN. NAIM REACHED RM1.00 FOR 100% UPSIDE RECENTLY

SO Sapnrg IS NOW 32 SEN

WHAT IS THE TARGET PRICE FOR Sapnrg?

Raider HAS A 3 YEAR TARGET PRICE FOR Sapnrg AT RM 3.00 loh...!!

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12812 on: March 17, 2019, 02:07:20 PM »
Posted by paperplane > Mar 13, 2019 12:41 AM | Report Abuse

On completion of the cash call, Sapura Energy said Permodalan Nasional Bhd (PNB) had emerged as its single largest shareholder with a 40% stake. Sapura Technology Sdn Bhd — which is controlled by president and chief executive officer Tan Sri Shahril Shamsuddin — is now its second largest shareholder with a 16.3% stake after Shahril raised his commitment by RM100 million from RM300 million initially.

PNB, which has been supportive of the cash call, committed RM2.68 billion to the entire exercise after giving an undertaking to subscribe for some of the unsubscribed shares and RCPS-i.

The exercise, the group previously said, is aimed at reducing its borrowings to strengthen its balance sheet, and in turn enable it to bid and undertake higher value projects globally.

It is an important part of the group’s recapitalisation exercise to pare down its huge borrowings of RM14 billion, of which RM4.59 billion are borrowings from Malayan Banking Bhd, Maybank IB’s parent.

Apart from the rights issue, the group also let go of a 50% stake in its exploration and production unit Sapura Upstream Sdn Bhd by forming a joint venture with Austrian integrated oil and gas group OMV Aktiengesellschaft (OMV) to raise cash proceeds of up to US$975 million.

In yesterday’s statement, Sapura Energy said proceeds from both the rights issue and the partnership with OMV will be used to repay the group’s borrowings and boost working capital.

On completion of both exercises, its gearing ratio is expected to drop from 1.74 times to 0.62 time.

“The stronger balance sheet will provide greater financial flexibility for the group to deliver its growth plans. Sapura Energy’s growth strategy continues to see fruition in the increasing number of contract wins.

“The successful rights issue comes amidst the group’s contract wins to-date in financial year ending Jan 31, 2019 (FY19) of RM9.3 billion for its engineering and construction and drilling businesses. The group’s growing order book now stands at RM19.3 billion,” it added.

Its rights shares with warrants and the RCPS-i will be listed and quoted on the main market of Bursa Malaysia on Jan 29.

 
paperplane
17725 posts   
 Posted by paperplane > Mar 13, 2019 12:41 AM | Report Abuse

Borrowing from 14bil-4bil (if assume all pay debts),still 10'bil

 
paperplane
17725 posts   
 Posted by paperplane > Mar 13, 2019 12:43 AM | Report Abuse

OK,forming jv selling stake at usd970milx4=3.8bil, if use to pay debts ,left with 6bil debts

 
paperplane
17725 posts   
 Posted by paperplane > Mar 13, 2019 12:45 AM | Report Abuse

From what I understand,cof only ard 400mil to 500mil max perhaps??

 
paperplane
17725 posts   
 Posted by paperplane > Mar 13, 2019 12:46 AM | Report Abuse

You need to continue operate smoothly 12years to pay all debts.....Oil n gas memang heavy capex

 
paperplane
17725 posts   
 Posted by paperplane > Mar 13, 2019 12:48 AM | Report Abuse

It's generating let's say 500mil, mkt values it at now 7bil alredi. Hibiscus is generating similar 500mil to 600mil cash flow with now 0 borrowing. And not value them at.......Haha.for me I would rather have my risk taking more in hibiscus. Still sapng might give surprise if got more n more jobs,contracts etc

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12813 on: March 17, 2019, 02:11:25 PM »
Correctloh ....!!

Total equity about Rm 15 billion about Rm 10 billion net borrowing loh.....!!

Gearing about 65% loh....!!

Manageable....much better than even Yinson mah...!!

On completion of the cash call, Sapura Energy said Permodalan Nasional Bhd (PNB) had emerged as its single largest shareholder with a 40% stake. Sapura Technology Sdn Bhd — which is controlled by president and chief executive officer Tan Sri Shahril Shamsuddin — is now its second largest shareholder with a 16.3% stake after Shahril raised his commitment by RM100 million from RM300 million initially.

PNB, which has been supportive of the cash call, committed RM2.68 billion to the entire exercise after giving an undertaking to subscribe for some of the unsubscribed shares and RCPS-i.

The exercise, the group previously said, is aimed at reducing its borrowings to strengthen its balance sheet, and in turn enable it to bid and undertake higher value projects globally.

It is an important part of the group’s recapitalisation exercise to pare down its huge borrowings of RM14 billion, of which RM4.59 billion are borrowings from Malayan Banking Bhd, Maybank IB’s parent.

Apart from the rights issue, the group also let go of a 50% stake in its exploration and production unit Sapura Upstream Sdn Bhd by forming a joint venture with Austrian integrated oil and gas group OMV Aktiengesellschaft (OMV) to raise cash proceeds of up to US$975 million.

In yesterday’s statement, Sapura Energy said proceeds from both the rights issue and the partnership with OMV will be used to repay the group’s borrowings and boost working capital.

On completion of both exercises, its gearing ratio is expected to drop from 1.74 times to 0.62 time.

“The stronger balance sheet will provide greater financial flexibility for the group to deliver its growth plans. Sapura Energy’s growth strategy continues to see fruition in the increasing number of contract wins.

“The successful rights issue comes amidst the group’s contract wins to-date in financial year ending Jan 31, 2019 (FY19) of RM9.3 billion for its engineering and construction and drilling businesses. The group’s growing order book now stands at RM19.3 billion,” it added.

Its rights shares with warrants and the RCPS-i will be listed and quoted on the main market of Bursa Malaysia on Jan 29.

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12814 on: March 17, 2019, 02:12:25 PM »
here is no other oil and gas stock so safe like Sapnrg right now

Sapnrg has

1. Superior Assets
Most oil rigs and HWUs are only 2 to 5 years old
And they are chun chun at the right time in the right place... Just when Petronas is recommissioning moth-balled oil rigs and clod up oil wells

2. Superior Paymasters
Jobs contracted from Petronas, Aramco and Shell ensure prompt payments

3. Superior Balance sheet
Of the 3 heavyweights Sapnrg gearing only 0.64 All backed by valuable real assets in oil rigs and HWUs and most importantly very valuable oil and gas fields.

4. Superior Price

Sapnrg was once over rm 5.00
Now only 32.5 sen
The opportunity for upside is immense while losses almost negligible .

5. Big order books and increasing

Its contract in hand todate or order books Rm 19.3 billion and it is increasing everyday and minutes loh...!!

This is it

Go for Sapnrg today!!!

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12815 on: March 17, 2019, 02:13:12 PM »
SAPNRG has added a new fleet of oil rigs and hwu in years 2014 and 2015.

These are brand new equipments just commissioned at the beginning of a crude oil crisis that wiped off Ezra and Swirebor in Singapore. In Malaysia this same crisis has wrecked havoc on the balance sheets of so many oil and gas players without exception

Many are still insolvent and laden with very very heavy debt. A large number are limping and struggling for survival and some won't even make it and alot of company just go down under, that means good news for sapnrg, less competition and hence can command improving pricing.

IN a sea of fallen comrades - - carimin, penergy, Dayang, volesto and now this Sapnrg salvaged by PNB and Amanah Saham Bumi from SAPURA FAMILY have emerged as Victors. And in the most opportune time of new found optimism with Brent crude price rebounding above Usd66 per barrel Petronas has increased spending.

Another factor is the added push from PH Govt need for Extra Revenues and above all the Downstream need of a New Oil Refinery in RAPID

All the positive converging factors have started a multi year demand for crude oil and natural gas for many years to come.

AND SAPNRG is right in the forefront of OnG activity... The prime mover that brings back life to all these idle oil rigs and clod up oil wells.

BESIDE that Sapnrg own oil well starting to producing increasing oil and gas . The volume and value are so big u cannot imagine today....as it is so enormous loh....!!

This is bcos sapnrg has found a strong Austrian Partner OMV and has invested Rm 4 billion in the oil fields and with their superior technology, SAPNRG can open the champagne and start dancing loh...!!

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12816 on: March 17, 2019, 02:14:54 PM »
AND REMEMBER

THERE ARE THESE POWERFUL FACTORS

1) PETRONAS REFINERY NEEDS 54.7 MILLION BARRELS OF EXTRA CRUDE OIL

2) A RM13 BILLIONS CHEMICAL INDUSTRY GOING FOR LAHAT DATU

3) LI KA SHING OF HONG KONG ALSO INVESTING RM500 MILLIONS IN PENGERANG FOR REFUELING OF ULOC (ULTRA LARGE OIL CARRIER) BIGGER & LONGER THAN EVEN WAR CRAFT CARRIER. Of that Sapnrg with its already big contract award from Petronas and Aramco will benefit loh...!!

LOTS & LOTS OF CRUDE OIL AND NATURAL GAS WILL BE NEEDED...that means call for bigger utilization of sapnrg assets & equipment loh...!!

PETRONAS HAS INDICATED THEY HAVE 39 OIL RIGS IN MALAYSIAN WATERS

NOW 15

AND 10 to 14 MORE WILL BE REACTIVATED....that means Sapnrg Rigs will put to good use very fast mah...!!

THAT MEANS IF FULLY RECOMMISSIONED THERE WILL BE 29 OIL RIGS IN OPERATION FOR YEAR 2019 (THE REMAINING 10?)

IF OIL DEMAND IS GOOD THEN FOR YEAR 2020 PETRONAS MIGHT EVEN REACTIVATE THE LAST REMAINING MOTH-BALLED OIL RIGS

THEN?

THEN SAPNRG SHARE PRICE WILL HAVE CROSSED RM1.00 & ON ITS WAY TO RM3.00...going to be the top 10 biggest co in msia based on mkt capitalization loh....!!

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12817 on: March 17, 2019, 02:15:34 PM »
Nta and cash for Sapnrg Og for year 2014 was rm2.20

They have depreciated and impaired their oil rigs assets by alot

Since they are only 3 to 5 years old I think it is overdone

Now we are not looking at Nta alone for a big turnaround with powerful strong growth earning potential

MR Market in Malaysia as we know now love Earnings the most

As can be seen in Dayang, carimin and penergy and now sapnrg coming up very strong loh....!!

So powerful the earnings...that it is stronger than a nuclear explosion...that the explosive earnings is the number one reason for the coming sharp price rise

AND sapnrg will have lots and lots of very explosive EARNINGS coming loh..!!

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12818 on: March 17, 2019, 02:18:43 PM »
Very important investment revision b4 u forget mah....!!

LOOK AT BRO CALVIN ADVISE BELOW VERY PRACTICAL LOH...!!

BUT RAIDER LIKE ADD TO THE ADVICE U LOH....!!

THE BULL RUN LENGTH OR EMBRYO MATURITY IS VERY DIFFERENT LOH.....!!
A) IF U CHOSE A SMALL MOSQUITO THE EMBRYO WILL GROW TO A FLY WITHIN 1 MTH AND DIED WITHIN SAYS 2 WKS LOH...!!
B) IF U CHOSE A TADPOLE IT WILL GROW TO A FROG SAY WITHIN 2 MTHS AND DIE WWITHIN 2 YEARS LOH.....!!
3)IF U CHOSE A HUMAN EMBRYO IT WILL GROW TO A BABY WITHIN 9 MTHS AND GROW AND DIE LIKE A MAN IN 90 YEARS LOH...!!

DO U NOTICE THE SIMILIARITY LEH ??

THE SMALLER THE CREATURE THE GROWTH RATE OR BULL RUN IS FASTER BUT THE END IS ALSO FASTER LOH....!!

THATS WHY RAIDER ASK U TO CHOSE TRUE BIG CHAMPION LIKE SAPNRG THAT GIVE U LONGEST SUSTAINABLE AND STABLE GROWTH OF BULL RUN AND NOT FLY BY THE NIGHT SHORT TERM SURGE LOH...!!

IT IS THIS LONGTERM SUSTAINABLE & STABLE SURGE THAT GIVE U CLEAR CUT ADVANTAGE OF SUPERB GAIN AND RICHEST...THUS BUY HOLD SAPNRG LONG TERM JUST HOLD AT LEAST LONGTERM 3 YRS 3 MTHS FOR MAXIMUM GAIN MAH...!!

Posted by calvintaneng > Mar 16, 2019 09:35 AM | Report Abuse

PureBULL . Dear sifu calvintaneng,
Need to correct Title to Dec 2018.

The OnG bull run started by CARIMIN in Dec 2018, 4 mths till now.
Then DAYANG, 2 mths young bull only.
A long haul BULL is here for all members in **********, will last 1 to 2 years ...

16/03/2019 03:11

Very good morning to sifu pureBULL

Yes you are destined to be very wealthy as you believe in this Oil & Gas Bull run in a chun chun time

Now the BULL has Surfaced only for a few months Visibly for All to See Finally

Actually there are 2 phases

1) PHASE ONE

Read again my words,

"""Do you know that Oil & Gas Bull Run in its embryo was conceived in End 2017?"""

This is what happened to a frog before in emerges from the water as a tadpole stage

Also the caterpillar stage before its life transform into a beautiful butterfly later.

A baby is already a human being at conception. But it takes 9 more months for the baby to grow and emerge from the womb 9 more months later

So there was a hidden stage only the mother knows. And when he is born the whole world gets to know him. And more and more as the baby grows into a Warren Buffet, a Bill Gates or a Robert Kuok?

2) PHASE TWO

After Carimin, Penergy & Dayang have reveived JOB AWARDS In SEPT 2017 They Worked Very Hard

And What Was The Growth?

YES. THEY SAW REVENUE GROWING & GROWING IN EVER INCREASING INTENSITY & FINALLY REPORTED IN THE EXCEEDINGLY GOOD QUARTERS

ESPECIALLY THE LAST 2 EXCEPTIONAL QUARTERS FOR NAIM & DAYANG RESULTS

THIS CAUSE ALL & EVERYONE IN MALAYSIA TO FINALLY CATCH THE BULL FEVER

So Sifu pureBULL has Arrived!!!

And many will turn bullish & very bullish later

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12819 on: March 17, 2019, 02:32:20 PM »
Very important investment revision b4 u forget mah....!!

LOOK AT BRO CALVIN ADVISE BELOW VERY PRACTICAL LOH...!!

BUT RAIDER LIKE ADD TO THE ADVICE U LOH....!!

THE BULL RUN LENGTH OR EMBRYO MATURITY IS VERY DIFFERENT LOH.....!!
A) IF U CHOSE A SMALL MOSQUITO THE EMBRYO WILL GROW TO A FLY WITHIN 1 MTH AND DIED WITHIN SAYS 2 WKS LOH...!!
B) IF U CHOSE A TADPOLE IT WILL GROW TO A FROG SAY WITHIN 2 MTHS AND DIE WWITHIN 2 YEARS LOH.....!!
3)IF U CHOSE A HUMAN EMBRYO IT WILL GROW TO A BABY WITHIN 9 MTHS AND GROW AND DIE LIKE A MAN IN 90 YEARS LOH...!!

DO U NOTICE THE SIMILIARITY LEH ??

THE SMALLER THE CREATURE THE GROWTH RATE OR BULL RUN IS FASTER BUT THE END IS ALSO FASTER LOH....!!

THATS WHY RAIDER ASK U TO CHOSE TRUE BIG CHAMPION LIKE SAPNRG THAT GIVE U LONGEST SUSTAINABLE AND STABLE GROWTH OF BULL RUN AND NOT FLY BY THE NIGHT SHORT TERM SURGE LOH...!!

IT IS THIS LONGTERM SUSTAINABLE & STABLE SURGE THAT GIVE U CLEAR CUT ADVANTAGE OF SUPERB GAIN AND RICHEST...THUS BUY HOLD SAPNRG LONG TERM JUST HOLD AT LEAST LONGTERM 3 YRS 3 MTHS FOR MAXIMUM GAIN MAH...!!

Posted by calvintaneng > Mar 16, 2019 09:35 AM | Report Abuse

PureBULL . Dear sifu calvintaneng,
Need to correct Title to Dec 2018.

The OnG bull run started by CARIMIN in Dec 2018, 4 mths till now.
Then DAYANG, 2 mths young bull only.
A long haul BULL is here for all members in **********, will last 1 to 2 years ...

16/03/2019 03:11

Very good morning to sifu pureBULL

Yes you are destined to be very wealthy as you believe in this Oil & Gas Bull run in a chun chun time

Now the BULL has Surfaced only for a few months Visibly for All to See Finally

Actually there are 2 phases

1) PHASE ONE

Read again my words,

"""Do you know that Oil & Gas Bull Run in its embryo was conceived in End 2017?"""

This is what happened to a frog before in emerges from the water as a tadpole stage

Also the caterpillar stage before its life transform into a beautiful butterfly later.

A baby is already a human being at conception. But it takes 9 more months for the baby to grow and emerge from the womb 9 more months later

So there was a hidden stage only the mother knows. And when he is born the whole world gets to know him. And more and more as the baby grows into a Warren Buffet, a Bill Gates or a Robert Kuok?

2) PHASE TWO

After Carimin, Penergy & Dayang have reveived JOB AWARDS In SEPT 2017 They Worked Very Hard

And What Was The Growth?

YES. THEY SAW REVENUE GROWING & GROWING IN EVER INCREASING INTENSITY & FINALLY REPORTED IN THE EXCEEDINGLY GOOD QUARTERS

ESPECIALLY THE LAST 2 EXCEPTIONAL QUARTERS FOR NAIM & DAYANG RESULTS

THIS CAUSE ALL & EVERYONE IN MALAYSIA TO FINALLY CATCH THE BULL FEVER

So Sifu pureBULL has Arrived!!!

And many will turn bullish & very bullish later

With daily VOLUME  around  5 BILLIONS  UNIT... :clap: :clap:

It's  A  SUPER BULL 2019 in the MAKINGGGG :dancing: :party: :cocktail: :beer: :coffee:

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12820 on: March 21, 2019, 12:42:13 PM »
Why raider say 3iii is a rascal ??

If 3iii stick to his point that quality growth stock are good investment strategy long term. raider would have nothing against it and nothing to say loh....!!

But 3iii go & bad mouth margin of safety investment, which is a safe viable investment strategy...that make raider very angry of him...this is bcos raider is a disciple of Ben Graham margin of safety investment loh...!!

Why can't 3iii cannot actsyly positively & pick a napshot quality investment stock for ~ & show it live like what calvin tan positively has done for ~ on its margin of safety petroleum stock pick leh ??

This is bcos there are no quality stock at reasonably price...most are at overvalue prices, thus 3iii resort to bad mouthing margin of safety stock loh....!!

RAIDER QUOTE

'Just imagine u hold your carimin, naim, dayang, perdana, velesto, destini, sapnrg at cheap cheap pricse 31-12-2018 with huge margin of safety and u listen to soochai 3iii tell u to sell it cheap cheap, u will miss a huge gain of 20% to 200% gain in less than 3 mths loh...!'

ASK YOUR SELF FROM 31-12-2018 UNTIL NOW WHAT TYPE OF BLUECHIP STOCK GAIN AT THE LIST BELOW CAN DELIVER TO U LEH ??

1. DLADY
2. NESTLE
3. PETDAG
4. TOPGLOVE
5. QL
6. HARTA

COMPARATIVELY VERY LOW LOH....!! IN FACT THE KLCI EVEN HIT NEGATIVE LOH......!!

THUS IT IS NOT VIABLE TO SIMPLY TO SELL MARGIN OF SAFETY STOCK SIMPLY CHEAP CHEAP, IN FACT U SHOULD BUY MORE MAH....!!

Posted by stockraider > Mar 21, 2019 10:03 AM | Report Abuse X

WHY RAIDER SAY 3iii is a rascal leh ??
This fellow simply ask people sell non blue chip co....without looking AT its price and its intrinsic value & its margin of safety loh...!!

Just imagine u hold your carimin, naim, dayang, perdana, velesto, destini, sapnrg at cheap cheap pricse 31-12-2018 with huge margin of safety and u listen to soochai 3iii tell u to sell it cheap cheap, u will miss a huge gain of 20% to 200% gain in less than 3 mths loh...!!

Raider advice rascal 3iii, stop bad mouthing margin of safety investment, this are solid investing technique that give u very good return with relative low risk with huge margin of safety loh...!!

The key is do not overpay & buy with value..big huge margin of safety loh..!!
IT IS THAT SIMPLE & LOGICAL LOH...!!

Posted by 3iii > Mar 21, 2019 10:28 AM | Report Abuse

raider, demusangshit, icon8888

From the same durian tree.
:-)

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12821 on: March 22, 2019, 10:31:30 PM »
Walter Schloss 1973 Forbes Article & Two Ways to Outperform the Market
POSTED MAY 18, 2013 JOHN HUBER
I just read an old Forbes piece on Walter Schloss: Making money out of junk. As many regular readers know, Schloss is one of my all time favorite investors. Read more about Schloss on my resource page and also check the Walter Schloss category. He made 21% per year for 47 years, investing in a simple, methodical, low stress manner working 9-4:30 with no other employees or assistants other than his son Edwin.

Here are some key takeaways from the interesting Forbes piece:

Focus on cheap stocks. This means not worrying about earnings at the moment, only asset protection.
You have three things in your favor here:
Earnings turn around and the stock appreciates significantly
Someone buys control of the company (buyout)
The company begins buying its own stock

One thing I’ve really learned with Schloss is that it’s difficult to buy stocks that have problems. I think that’s a reason why many value investors underperform. They end up buying good businesses, but at prices that will only yield mediocre future returns because it’s hard to buy stocks with problems, or stocks with seemingly no way out. That’s the very reason why the latter type of stocks get mispriced. It’s hard for everyone (including value investors) to own them. This is an important thing to remember. Think differently. Sir John Templeton said you have to do things differently from the crowd if you want a better than average result.

Make a List of Investors Who Have Actually Achieved Significant Results
I have a relatively short list of investors that I’ve extensively studied that have produced exceptional long term results. I highly recommend doing this as it will provide insight into what actually creates significant outperformance. (It’s not always what you might think). There are lots of well known investors, but when you look at their track records, many of them have produced just average results (maybe 100 or 200 basis points better than the S&P). I’m not interested in modest outperformance. I’m certainly not interested in average performance (although in the investment business, the S&P 500-which I consider “the average”-is actually quite good). Nonetheless, I want to do much better.

So make a list of guys who have made 30% a year, or 50% a year in Greenblatt’s case. Study Schloss who made 21% per year for 47 years. Study Graham and Buffett. Study Pabrai. You might notice the same key things I noticed…

How Did The Best Investors Achieve Their Results?
Two things that I’ve noticed over and over again when studying the investors who have outperformed (Pabrai, Buffett, Schloss, Graham, Greenblatt, etc…):

They were very concentrated (they did extensive research and bought big positions), or
They were diversified, but they bought stocks that no one else wanted (they were far less concerned about understanding the intricacies of the business, and more concerned with valuation and numbers)
Easier said than done (even for most value investors). Concentration is tough, and buying junk is tough. That’s why it’s easier (and less profitable) to own a diversified basket of good companies. It’s easier on you emotionally, and it’s easier to pitch to clients. Over time, you’ll do just fine, but your results won’t be much different than what the overall S&P 500 does.

Read the entire Forbes article for more info on Schloss’ ideas from 1973.

CHEAP STOCKSINVESTMENT PHILOSOPHYSUPERINVESTORSTHINK DIFFERENTLYWALTER SCHLOSS
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Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12822 on: March 29, 2019, 06:54:54 PM »
Remember this loh;
U NEED TO HOLD UNTIL INFLEXION POINT WHERE THE VERY UNDERVALUE SAPNRG SHARE WILL BREAKOUT AND EXPLODE LIKE ATOMIC BOOM UPWARDS LOH.....!!

RAIDER SEE THIS NUCLEAR BOOM WILL LIKELY TO EXPLODE SHARPLY UPWARDS SOMEWHERE RM 0.80 AND WITHIN A VERY SHORT PERIOD....WILL TAKE THE SHARE PRICE THRU THE ROOF OF RM 1.00, RM 2.00 AND RM 3.00 LOH....!!

THIS WILL BE DRIVEN BY EARNINGS OF RM 3.0 TO RM 5.0 BILLION PA LOH....!!

This analyst don understand do not understand the art of longterm super growth turnaround investment

posted by stockraider > Mar 26, 2019 10:32 AM | Report Abuse X

REMEMBER THIS OLD ARCHAIC INTELLIGENT ADVICE WHEN U INVEST IN SAPNRG LOH....!!

And he shall be like a tree planted by the rivers of water, that bringeth forth his fruit in his season;

WHEN YOU PLANT A TREE - IT DOES NOT BEAR FRUIT INSTANTLY

IT TAKES TIME

IT BRINGS FORTH FRUIT HIS FRUIT IN HIS SEASON

HA!! THAT IS THE SECRET!!

IT TAKES TIME FOR DURIAN TO BEAR FRUIT

SO IS IN INVESTMENTS

WE MUST INVEST WHEN WE SEE SEEDS PLANTED. AND WATER THE PLANTS and measure its value and potential and compare to the share price

THEN WE BUY THE SHARES when there is huge margin of safety loh...!!

AND WAIT

AND WAIT

AND WAIT TILL FRUIT COMES.

Usually big fruits will come 3 to 5 yrs loh....!!

U NEED TO KNOW HOW TO INVEST PROPERLY FOR LONG TERM TO ENSURE WEALTH CAN FLOW IN STEADILY LOH.....!!

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12823 on: March 29, 2019, 06:56:16 PM »
How to master the longterm investment foresight leh ??

If buying into SAPE is base on investment foresight, the same can be said & applied to Gkent too mah....!!

Posted by stockraider > Mar 26, 2019 10:31 AM | Report Abuse X

The wise man eyes are in his head

A wise person sees with not just the physical pair of eyes

He sees with his "eyes in his head"

Or he uses his mind to "see"

Not just his physical eyes only

So we must see ahead of time

See 6 months down the road or 12 months or even 2 years or 3 years ahead

What are the companies that will do well then?

What are the opportunities and what are the pitfalls?

See ahead of time

What are the changes now that will alter the status 6 months or 12 months or 2 years down the road?

That is how we see with "eyes in our head".

Not only see & use your brain to think mah.....!!

Make use of your 6 senses to help u make monies loh...!!

Sapnrg in 3 yrs time will be reporting Rm 3b to Rm 5b profit, do u see sapnrg share price still at current low Rm 0.365 leh ?

Most importantly the next 6 to 12 mths there will have positive operations profits coming, profit on disposal oil field of Rm 2.0 billion and potential writeback of impairment previously of rm 3.0 billion as more & more unutilized assets put to good use to service the increasing oil industry loh..!!

With contract in hand secured already rm 19.3 billion, it is likely the huge contract wins will ballooned to record rm 40.0 billion.

Sapnrg is already have the biggest contract award from petronas in msia compare to the rest of OnG companies together combine, and this trend is still growing loh....!!

The share price is going towards increasing day by day mode soon loh....!!

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12824 on: March 30, 2019, 02:27:10 PM »
WHY ? WHY ? TELL ME WHY ??

Investment in sapnrg are real smart move loh...!!

Thats why PNB is willing to jump in and stick their neck out bcos there are feed of insider priviledge info seeking their support loh...!!

Just ask yourself the investment manager of PNB are just salaried workers, if sapnrg collapse their jobs are less affected compare to them opening their big mouth asking the Board Of Directors to increase exposure in sapnrg loh..!!...why they dare leh ??

Posted by stockraider > Mar 12, 2019 11:24 PM | Report Abuse X

My friend paperlane,

Use head to think lah.....!!

PNB willing to increase their shares from only 12% to 48% ...that means the prospect very very good mah....!!

They don have to increase their stakes to more than their share of 12% mah......!!

Who dares to stick their neck out to propose increasing their stakes, after seeing tabung haji, felda and MARA all got fired for fail investment performance leh ??

They must have positive insider info....they must done deep due diligence to verify, confirm and...check the viability b4 they dare mah....!!

Don forget it is new PH govt...where they are not so lenient like BN mah......!!

furthermore the board of directors of PNB are big guns like zeti they are no mickey mouse directors...they are financial savvys and understand what is value & growth mah...!!

Thus have confidence loh....!!

Raider bro.need your opinion.this company heavily in debt. Even with pnb new fund injection,with 16bil contract,what makes you think it can revive. 16bil contract,what's the margin like,I bet low single digit. Their debt even with latest fund raising still high! Mgt is lousy,this why it was in slump . What makes the so call expert drawing few million salary every yr again and again?? Why pnb want to save them ???

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12825 on: March 30, 2019, 02:27:54 PM »
Good point loh...!!

1st of all the Rm 17 billion is not a stagnant figure, it will grow to as high as Rm 34 billion order book within this 2 yrs loh...!!

2nd the revenue book in rate will grow to some rm 12 billion from around Rm 6 billion, a year going fwd loh....!!

3rd point is that the oil & gas oilfield will pump in 4x more volume over the next 2 to 3 yrs time, that will contribute Rm 600m to Rm 1.2b pa to sapnrg based on their 50% share loh....!!

4th there are potential writeback of impairment of close to Rm 4 billion of impairment previously already provided in the account, as the assets utilisation rate beginning to increase towards 80% to 90% level from the current only 50% mah....!!

5th the balance of the 50% oil field will appreciate from current about Rm 2 billion value to above rm 8 billion as the oil field increases its extraction and also increase in their proven P2 oil reserve loh....!!

6th There will be a financial cost savings from funding cost that can contribute about rm 400m pa to SAPE bottom line loh...!!

7th These figure do not include the potential cost rationalization of SAPE now undertaken loh...!! It is expected another potential cost savings of Rm 400m pa loh..!!

Posted by newbie8080 > Mar 29, 2019 7:08 PM | Report Abuse

@ stockraider

Current order book only RM17 billion.
It will last them for next 10 quarters with average RM1.7 bil per quarter.

Historically, the company average net profit margin in 2014 was the strongest at between 15% to 20%.
Let's be conservative at 15%.

Thus, in the next 10 quarters, assuming the RM17 bil is fully realised, it would have brought in RM2.55 bil excluding any sale or disposal of asset.

Even if assuming at 20% profit margin, total net profit would only be RM3.4 bil for the entire order book of RM17 billion in the next 10 quarters.


HOW TO ACHIEVE YOUR RM3BIL TO RM5BIL PER ANNUM EARNINGS?????????

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12826 on: March 30, 2019, 02:28:41 PM »
Dear Philip,

Please carefully recalculate the info i have given u loh....!!

What is that 20 billion shares when SAPNRG can generate earnings between rm 3 billion to rm 5 billion a year leh ??

Assuming TP rm 3.00, u r roughly looking at PE 12x to PE 20x in 3 yrs time, if u r basing on earnings between rm 3b to rm 5b loh...!!

Ask yourself very carefully is the Pe 12x to 20x really rich, when u compare to topgloves, yinson, QL these stocks trade at range of Pe 20x to 50x which is nowhere superior compare to sapnrg valuation of rm 3.00?

Thus it is perfectly feasible that SAPNRG is a potential 10 baggers loh.....!!

Raider is not asking u to buy...if u have no confidence, but please check out the wisdom n basis of why raider is so confident loh...!!

It is this wisdom and confidence that spur raider to be very optimistic of the outlook of sapnrg and furthermore this is externally confirm and verify by PNB action mah.....!!

Posted by (Clark GKent) Philip > Mar 29, 2019 9:28 PM | Report Abuse

Dear stockraider:

I mean there is such a thing as investment foresight, but think about it, if you want to put words into numbers, jumping over a 33 story + goes like this:

For sapnrg, during it's 2014-2015 peak, how many shares outstanding?
Today:

After the 5:3 rights issue dilution you have 16 billion outstanding shares.

Then you have 1 billion of warrants that can convert at 42 cents which expire in 2026.

Then you have another 2.4 billion preferred shares that pays 5% that is convertible.

You literally have around 20 billion shares to dilute with. Sapnrg would have to make more money than PCHEM to mean anything in the future. And I expect more rights issues and warrants and asset selling to come if they want to be debt positive and grow properly.

Even when the oil price per barrel was 100 USD+ sapnrg never earned more than 1+ billion in profit.

In 3 years time, even if you best wet dream is true, and sape makes 5 billion in EARNINGS ( not revenue) every year, they still have barely made a dent in the crazy dilution of sape.

How much higher do you have to jump?

My advice stockraider, listen to Uncle Philip, make some real long term money. Buy GKent, got 6% dividend every year, and if you want wet dream this 630 million dollar company can get ecrl JV (10% of 50 billion project is 5 billion profit), lrt3( 10% of 50%jv of 11.8 billion contract is 630 million profit), mrt2 (10% of 1 billion is 100 million profit), got 140 million water meter business (20 million profit yearly and growing), then got water treatment plant project internationally and hospital projects (500m) some more. And now become pakatan harapan crony for LGE(biggest pH government contract in it's short history).

Can sleep well at night, 60 million borrowing vs 260 million cash in the bank, 7 cents dividend even in the worst year of government change policy.

Why hold on to sape? Sell that crap and buy gkent on Monday.

You will still be in time for 3.5 cents dividend. Yes that is 3% dividend yield if you buy it Monday.

And best is it is a sustainable yield (46% of profits).

Why Hope when you can have Reality?

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12827 on: March 31, 2019, 10:27:14 AM »
THE WONDER OF SAPE INVESTMENT, IT HAS BOTH BUYING INTO COMING GROWING EARNINGS AND TREASURE & HIDDEN TREASURE TO BE UNEARTHED AT HUGE MARGIN MARGIN OF SAFETY PRICE LOH..!!

LEARN FROM THE AGE OLD WISDOM OF THE BIBLE..IT IS THE GOOD GUIDING PRINCIPLE MAH.....!!

Posted by calvintaneng > Mar 31, 2019 9:52 AM | Report Abuse

Try to buy assets at a discount rather than buying earnings. Earnings can change dramatically in a short time. Usually, assets change slowly

Posted by stockraider > Mar 31, 2019 10:09 AM | Report Abuse X

King James Bible (AD 1611) (Matthew 13:44)
Again, the kingdom of heaven is like unto treasure hid in a field; the which when a man hath found, he hideth, and for joy thereof goeth and selleth all that he hath, and buyeth that field.

Jesus said, Again, the kingdom of heaven is like unto treasure hid in a field;

1) KINGDOM OF HEAVEN IS LIKE A TREASURE

2) THE TREASURE IS A HIDDEN TREASURE IN A FIELD

3) THIS TREASURE CAN BE DISCOVERED which a man having found did hide,

4) AND TO GET LEGAL OWNERSHIP OF THE TREASURE HE HAS TO SELL WHAT HE HAS IN ORDER TO BUY THAT FIELD THAT ENTITLES HIM TO LEGAL OWNERSHIP OF THE HID TREASURE in his joy about it, goes and sells all he has and buys that piece of ground.


In the natural world there are 2 groups of people

1) THE HUNTER GATHERER.

THIS MAN GOES HUNTING FOR WILD ANIMALS, BIRDS OR FISHES

HE GATHERS JUNGLE PRODUCE AND WILD FRUITS OR ROOTS

2) THE FARMER & HERDSMAN

HE DOMESTICATES AND REARS COWS, GOATS OR CHICKEN. HE ALSO GROWS FOOD CROPS LIKE RICE, WHEAT OR POTATOES AND CASH CROPS LIKE COTTON, PALM OIL OR RUBBER.

NOW FOREIGN TO THESE TWO IS THE "TREASURE HUNTER"

HE DOES NOT HUNT FOR LIVE THINGS. HE LOOKS FOR DEAD & BURIED THINGS

SO THERE IS A TYPE OF INVESTING UNKNOWN TO DAY TRADERS (THE HUNTER & GATHERER) OR THE LONG TERM INVESTOR (THOSE WHO BUY NESTLE OR PUBLIC BANK)

THIS MAN LOOKS FOR HIDDEN TREASURE!!!

AND AFTER HAVING DISCOVERED OR UNCOVERED IT HE SELLS HIS OTHER LESS PROMISING STUFF (HE SELLS ALL THAT HE HAS) AND BUYS THAT STOCK THAT OWNS THE TREASURE!!

THIS KIND OF INVESTING IS NOT FOR EVERYONE.

WARREN BUFFET INVESTS LIKE A FARMER/HERDSMAN

PETER LYNCH INVESTS LIKE A HUNTER/GATHERER

ONLY ONE PERSON QUALIFIES AS A SEEKER OF "HIDDEN TREASURE" HIS NAME IS WALTER SCHLOSS!!

LET'S SEE

The 16 factors for investing success as stated by Walter Schloss:


Price is the most important factor to use in relation to value.

Try to establish the value of the company. Remember that a share of stock represents a part of a business and is not just a piece of paper.

Use book value as a starting point to try and establish the value of the enterprise. Be sure that debt does not equal 100% of the equity.
Have patience. Stocks don't go up immediately.

Don't buy on tips or for a quick move. Let the professionals do that if they can. Don't sell on bad news.

Don't be afraid to be a loner but be sure that you are correct in your judgment. You can't be 100% certain but try to look for weaknesses in your thinking. Buy on a scale and sell on a scale up.

Have the courage of your convictions once you have made a decision.

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12828 on: March 31, 2019, 10:27:56 AM »
Have a philosophy of investment and try to follow it.

Don't be in too much of a hurry to sell. If the stock reaches a price that you think is a fair one, then you can sell but often because a stock goes up, say 50%, people say sell it and button up your profit. Before selling try to reevaluate the company again and see where the stock sells in relation to its book value. Be aware of the level of the stock market. Are yields low and P/E ratios high?

When buying a stock, I find it helpful to buy near the low of the past few years. A stock may go as high as 125 and then decline to 60 and you think it's attractive. Three years before the stock sold at 20 which shows that there is some vulnerability in it.

Try to buy assets at a discount rather than buying earnings. Earnings can change dramatically in a short time. Usually, assets change slowly. One has to know much more about a company if one buys earnings.

Listen to suggestions from people you respect. This doesn't mean you have to accept them. Remember, it's your money and generally, it is harder to keep money than to make it. Once you lose a lot of money it is hard to make it back.
Try not to let your emotions affect your judgment. Fear and greed are probably the worst emotions to have in connection with the purchase and sale of stocks.
Remember the word compounding. For example, if you can make 12% a year and reinvest the money back, you will double your money in six years, taxes excluded. Remember the rule of 72. Your rate of return into 72 will tell you the number of years to double your money.

Prefer stocks over bonds. Bonds will limit your gains and inflation will reduce your purchasing power.
Be careful of leverage. It can go against you. (For related insight, read more about the value in value investing.)

Offline stockraider

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Re: RAIDER IS THE BIGGEST BULL IN INVESTLAH LOH!
« Reply #12829 on: August 11, 2019, 12:23:32 PM »
One of the advance strategy of making monies for deep undervalue margin of safety stock, very safely & fast is that it have up coming catalyst mah...!!

What are the catalyst leh ??

1. Bland
The catalyst come from VT decision going to privatise BLand mah, at the moment VT already hold 85% and everyday he is buying, that confirm VT intension mah...!! VT is very close in delisting bland ....that he need to hit 95% loh...!!
Once he reach delisting target he will privatise with a GO mah...!!

2. insas
The catalyst is Thong only hold 32.9%....and the warrant with exercise price of rm 1.00 on 25-2-2020, should thong take up the warrant he will seal control of insas with a higher stake but that will trigger a GO loh.....!!
If he decide to seek exemption of GO people like sslee will pester the owner to make sure that insas trade above Rm 1.00 loh...!!
Not that difficult to move above Rm 1.00 considering it has Nta of Rm 2.54, PE 8x and have huge cash holding of Rm 550m mah...!!
Surewin at Rm 0.785 loh....!!

3. Sapnrg and Armada
These are international standard big company with opportunity to fly high and recover to its past glory and the catalyst is the improving outlook that result in more & more contract wins and improving profits coming in the future mah....!!


The above 4 stocks are penny margin of safety stock that give value investor great opportunity to make very big loh...!!