^V^To TWS , can XXXXX earn u another double storey terrace house again ? ^V^

***

--- On Sun, 9/21/08, pirate pirate wrote:

From: pirate pirate
Subject: Re: [stlgang] ^V^ Y choosed YTLWB ? ^V^
To: samltt88@yahoo.com
Cc: twsXXXXX@yahoo.com
Date: Sunday, September 21, 2008, 10:20 AM



Dear Sam,

I have been following your advice since 2004 and now still following through your blogs. However, i didn't receive any emails for quite sometime. Is it possible to add me to your email list again?

Your advices really helps me a lot in my investment since 2004. (when i was 22 years old)
Haha...i earned my 1st double storey terrace house in year 2007 after 3 years following your advice. Really appreciated it very very much!!! Thanks sifu....

Hope to continue to get advice and learn from you in the coming future.....

Regards,
Teoh Wei Seong
(your silence follower)


(attached is the email that i still keep since 2004 via samgang and stlgang. for your easier way to track back my record.)



--- On Sat, 7/24/04, LIM Thow Take <> wrote:

From: LIM Thow Take
Subject: [stlgang] ^V^ Y choosed YTLWB ? ^V^
To: "LIM Thow Take" , "TL" , "Darren Au Yeong" , "ytseah buddy88" , "Roger buddy" , "weng siu buddy" , "wong choong" , "twiiking k w" , "pirate buddy88" , "wai wf buddy" , "WannYuh buddy" , "roger wcw" , "TAN CHING buddy" , "tfk buddy" , "xxx 666 buddy" , "tmchee buddy" , "Manfred buddy" , "Soo Ling buddy" , "Siow Theen stc buddy" , "Shoo buddy88" , "hy buddy88" , "buddy" , "hong xi" , "Sak Swee buddy" , "shirley sean" , "gecko buddy" , "michael buddy" , "milan buddy" , "mi buddy" , "mo buddy" , "Chan Mun chm buddy" , "Lim buddy88" , "nonlian" , "lim boonhiong buddy" , "kw buddy" , "buddy" , "Kerrian buddy" , "KITKAT" , "kltan26" , "Chun Chong buddy88" , "Saw Koon buddy" , "June buddy" , "Michael buddy" , "kay cy" , "ice buddy88" , "James_Goh buddy" , "Bong Huan buddy" , "ho yt" , "dj burger buddy" , "dylang cegoh buddy" , "einvest" , "chee buddy" , "Alvita buddy" , "ang buddy88" , "Au Yong Au Yong" , "Cindy buddy88" , yitthang@hotmail.com, "buddyalan buddy" , "H'ng Boon buddy88 shg" , "t1 louis" , "Sherine buddy Chan" , "lai buddy" , "k2 buddy88" , "jenq buddy" , "buddyhoo buddy" , "P.P.Foong buddy" , "Gaik-Chin G MALAYTR-OSAM/13 buddy88" , "eeson buddy" , "eu buddy" , "chan ccc buddy" , "chee buddy" , "stl stlgang" , "sam buddy" , "chris stone" , "chris_ni buddy"
Date: Saturday, July 24, 2004, 4:19 PM


^V^
Hi Mr sleepy, since no one able to explained to u Y Ytlwb n what is the conversion rate let me be the light house for u ^V^
YTLWB
Current price 0.72
Expiry : 2009
Conversion :4.54 (note: as far as the wb is still IN MONEY, there will be no 10% increase on its conversion rate)
Status : In Money ( 0.72 + 4.54= 5.26, 5.26 - 4.52 (mother share closing price)= 0.74, 0.74/4.52 X100% = 16% (anything < 30% is consider in money )
How to justify that it is indeed a value buy ?
my 2 cents of analysis n calculation :
u hv the right to convert it to mother share with 4.54 5 years later,
First calculate ur cost factor.
cost factor= ur avg return per annum which can be earned by u if u never invest it in other place, in this case , 4.54 is the money u saved within 5 years perion.
For me my avg annual return ia appmx : 40 to 50% bank avg Fd int 6% , weak man negative %, so we take 10% for cost factor.
Cost factor for YTLwb= 1.1 x 1.1 x 1.1 x1.1 x1.1 x1.1 x RM4540=RM2770+-
RM2770+ RM720 (current price for YTLWB) = RM3489 .
Look, this is what u r buying now, ur total cost @ 2009 is only =RM3489 if u do the conversion.
NTA for YTL = 3.30
EPS =0.35 per annum ( to sustain it ,shouldnt be any problem )
Theoritically NTA for YTL 5 years from now = 0.35 x 5 + 3.30= 5.05, base on NTA alone u already made RM1561 (RM5050-3489) ^V^ dont forget 5 year from now the price for YTL should be much much higher than its NTA of 5.50 ^V^
The above is only applicable on stock with good earning n management track records like PBB, PPB , YTL...... dont apply it on speculative n lousy stocks with no fundamental back up ^V^
Those with accounting knowledge should be able to understand my explaination.
Buy on dip, 2 stages 0.72+- n 0.65+- if u can ^V^

***

Wowwww bro, u still keeping this email ah ?? u r really my no 1 fan wowrrr ! ha ha

Congratulation 4 that foc double storey house , dont thanks me , thanks Mr FUNDAMENTAL ^V^

so..is XXXXXX going to earn u another double storey again ? how about free BMW 5 series ? interested tak ?

Guys, i hv bought back xxxxxxx @0.51 this morning , not much , only 1/3 of my allocated fund , my cash vs shares now stood at ratio of 0.9 to 0.1 ^V^

U can see she is staying around this level 4 past 2 motnhs , with d improvement of mkt sentiment ( though d financial crisis is still far from over ), I decided to buy in some (1/3) @ current level to prevent me from lefting behind , d other 2/3 i will queue @0.40 n 0.38 which i think is not easy to reach ^V^

XXXXX is just like ytlwb , in fact i rated it as much better than ytlwb , calculate n analyse yrself , dont u think xxxxx is much better than ytlwb @0.52 meh ?

Twseong needs 3 years to earn him one free double storey terrace from Ytlwb , It shouldnt be any problem 4 xxxx to earn u a single storey terrace hse in 2 to 3 years time ! definitely not a problem at all ! doubt ? keep this posting under yr pillow n prove me wrong when time due !

TWS, what about one double storey + another BMW 5 series ? ha ha