LW's comment on NATGATE

stanley's comment on NATGATE.

stanley · 2025-03-03T16:55:44+08:00

GP Chen Jian and David help manage investor money, all in this stock, 我看过最没有料的guru … who also kena, can comment below …. So damn noob

bppoh75 poh

mSTgolf, what a boring business, why GP recommend?

3 Like · 19 hours · translate

EngEng Thu

stanley 投资者都很无奈。3年了反亏钱。全部都哑子吃黄莲，没其他法子了吗？

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bppoh75 poh

Sunview, MSTgolf, Aimflex, Natgate, Scomnet, etc. anybody remember Chin Well? OMG

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bppoh75 poh

今天对GP的怨言是流量秘码!(o0)

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bppoh75 poh

人多的地方有危险是我这几年唯一学到的

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Fisher aka 小白

mstgolf?really?no other better choice? hahaha.....

4 Like · 19 hours · translate

Fisher aka 小白

其实喔，人多的地方，股价才会动。。。分别在于你先知先觉，后知后觉，还是不知不觉而已。。。。

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cheng

wow. so happening here. what's the latest news?

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cheng

another limit down tomorrow?

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Sharehoarder

gp得罪很多人下

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EngEng Thu

sharehoarder不是得罪很多人如果有实力就不会发生．他是能力问题。把有盈利的全轉亏才气，

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cheng

not sure who is gp chen jian and david. saw limit down and commentaries here is "hot" :) But I am surprised they can all in this stock without reservations.

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Eason Lau

gp all in data centre 產業所以一定推這些股

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Diu DIU DIU

Gp and chen maybe maybe not bad only ,but must read book only,teach book only...not see trust world and share market running.chen some good lo,another teacher more geng.see book straight talk only,u ask more deep about talking,i think they dun known how to explain ar............Hahaha

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Panda Yeong

海底捞?...................

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Kenzie Wong

安啦，我们这些从手套经历过来的，什么风浪没有看过，湿湿碎罢了

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Admiral Adama

阿鬼，你还是讲回中文吧。。。

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Diu DIU DIU

Mr yang example today padini i can 99% gp member is many many must must have collection,see app or senior student(himself) must show or cerita curi curi kasi tahu...BAUTO and takaful.why i taling lai that,see they how talking facebook and youtube,i can say more% must have talking or show to u de.....this kind in my eye is lower action.......

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Diu DIU DIU

known known,dun known dun known,i nothing..................i also lazy write de,see so hot news few days,i so happy writting only..................Hahahahaha

1 Like · 18 hours · translate

cheng

no idea who is gp and chen. all in data centre is ok. But natgate? hmm... I am not familiar with natgate but I saw its hot here. went to flip open the latest report. Looks weird to me. Maybe those who have been following natgate knows better.

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SHANICE CHOW

我有个朋友，pbix member, 加入刚好一年，portfolio -15%, 有5个股，mxt 单个-40%, 操作手法：股价下跌时没有捞，股价回升时才买，然后中套了

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EngEng Thu

Shanice Chow你說对我的3年了亏到很多钱。我还以为是我不幸运，有得联系到你这位朋友吗？

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Admiral Adama

我刚才知道原来pbis是不是gp基金而是gp替个别客户操盘的项目，也就是说客户的钱不是好像基金那样pool在同一个户口的而是每个户口都是独立的。

如果是这样的话我就有点好奇了。如果这么多人把账户交给gp代客操盘，那么你们是怎么知道gp不会先买然后才用你的户口去接盘？如果有很多客户找他们代客操盘的话，那你怎么知道众多户口中你是不是最后一个买最后一个卖？

除非他们是好像copy trading那样在一个master account做交易然后其他的户口自动copy master account的交易。

7 Like · 18 hours · translate

SHANICE CHOW

Engeng 你满3年了？还是亏哪怎么办？一开始他们就已经收13k 管理费, 现在应该起到18k

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Fisher aka 小白

阿大吗，你知道太多了，小心被消失，哈哈哈

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cheng

I have questions which I cannot comprehend based on brief overview of the latest report. This is my first time looking at Natgate report and can be just stupid questions. Can anyone explain what happened to the rise in borrowings within a year by ~900M while ppe is up by ~100M only? On the other hand, revenue has gone up from 650M to 5.2bil within a year. How can they produce so much without significant capex growth?

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EngEng Thu

shaniceChow要怎样私聊，很多问题不是三言两语說得完希望能团结一致

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Admiral Adama

because nvidia gpu is freaking expensive. iirc, one piece of h100 gpu cost around rm100k and one nvida dgx equivalent server has 8 pieces. So do the math.

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Fisher aka 小白

engeng,我也有要私聊，我是小白

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EngEng Thu

Fisher aka你是他投资者吗？

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Anthony Teo

We went to GP because we are afraid of losing money. Who know they make us lose more money. Now still not the economy crisis we had lost so much if any financial crisis then we will lose at least 85% to 90%. So sad.

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Fisher aka 小白

相信我，小白不会害了你们，加我会有意外惊喜喔，哈哈哈

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cheng

what is natgate's role in this supply chain, Adama. A reseller? or assembly/manufacturing? If reseller, makes sense that ppe is limited, just buy from nvidia and sell to someone else - high inventories, high receivables. If assembly/manufacturing, seems to be world class assembly/manufacturing process given the low capex growth and yet significant revenue growth.

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SHANICE CHOW

Eng Eng what apps me

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神探007后备号

小心a4纸了。。。。群里再说了

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Admiral Adama

oem where they manufacture & assemble the server and sell it under their own brand name. They dont need high capex but high working capital because one complete server easily cost over a million ringgit.

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SHANICE CHOW

Ok 谁来开个群。。。

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bppoh75 poh

Gp +Ngate引爆今天流量秘码

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cheng

Ok, thanks Adama.

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馬拉ck

原來gp還有valet 好精彩...

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Jason Wong

明天会不会有人敢接 natgate的票？

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Tteffub Nerraw

Cheng, the real concern are which bank gave them the money? XD

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cheng jin chee

I wish to join group and learn too

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Tteffub Nerraw

Dont join group better.. you want lose money on other investing idea or your own. Also.. where you got see 80% people made money copy other idea or from newspaper.

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cheng

I am not concerned with which bank, TN. Its rare to see high ROIC low margins - it's like super efficient use of assets, super lean operations, world class efficiencies, and a low margins business.

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Tteffub Nerraw

Ask yourself, why no guru ask their student invest in Hibiscs? They teach FA...but the best FA in bursa also no people want to buy. Why ? Real Investing is investing in hibiscs and collect dividends until shares price appreciate. It is so simple. But people want to play goreng stocks.. FOMO.. FIFO... Over optomistic growth... hahaha... dont trust any guru better.

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Tteffub Nerraw

Lol.. you are right cheng..good eye as always.. somehow they are able to get special part, put company sticker and sell high ... ahemm... i think we got a big story here!!!!!! Why customer want to buy a burger with a sticker with a such a high price... burger ganja?

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Tteffub Nerraw

Anyway.. i typically very afraid of suddenly multifold earning company.. reminded me of serbak.. anyone can sign off.. and resign and pay fine...

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KyyTyy

差不多每天都七百只股下跌都还有人敢敢进货厉害

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Kenzie Wong

它再跌，你再买，你怕它不会起啊，thats all

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Gordon Cheong

去年在光头油管看到他和女义员出来分享，听说女义员其妹也在公司里的，请问这是众筹公司吗？

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Steave Loh

整个市场只有它吗？难道

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YEN YEN

林北是XP十几年的老会员。以上这些只是碎料罢了，真正的神操作你们还没遇上。当年X头极力推荐7106(十几年前的7106, 不是covid期间的)，那时候的主题是马币贬值，出口股受惠之类的。他说可以跟cw issuer 讨到折价，其实所谓的discount只是一个bid罢了。后面的结局自己脑补咯。。。悲剧就是了

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PRODVESTOR

@Adama , last time they use Mercury, now only Philip Capital as David ' license was attached to PC .

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PRODVESTOR

@Adama you are right. Instead of fund pool , theirs are by individual. The client can log in to see for the trades done too .

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PRODVESTOR

Their AUM is > 200 mil (A lot of rich aunties and uncle placed their retirement fund to them) due to the sweet talk and marketing skills by GP

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PRODVESTOR

They charge one off 16.8k and so many other fees ,which big banks like jpm, Vanguard don't even charge LOL .

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Admiral Adama

>200mil aum? Are u sure or just speculate?

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PRODVESTOR

Never see it with my eyes, but it's printed in the brochure

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Sharehoarder

wait wait wait, if the fund is not pool, how they determine whose account get trade first, if they determine you are the last, then you will be the waterfish always buy high sell low especially on a low liquid stock, is that even legal

1 Like · 7 hours · translate

Lim Chun Eik

从手套guru开始，guru 一个接一个倒下。。。

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Jane Lam

我一直提唱逆向思维和风控。逆向思维就是和大家想的不一样。大部份投资者热情时我悲观减持离场。大部份投资者悲观是我慢慢买入。何谓风控？保本就是风控。短线亏1-3巴线清空。中线投资亏5-15%离场。永远以保本为投资和投机核心。股市永远是一小撮和别人想的不一样的把大部份合群的投资和投机者财富转移的工具。

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jess jess

李欣怡简直就把他当神拜，她以为他是多少的神，李欣怡不明白给陈大师多一百年都不可能会股票

2 Like · 7 hours · translate

Jane Lam

股市不会有任何guru带你发财。抿心自问，如果进天你发现一条肯定发财的路，你会教和你没任何关系的人吗？

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Jutagajah Penipu

馬股永遠都是那麼刺激

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Amanda

今天马股血流成河，很多股票跌破新低，股价插水。

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k y Wan

会不会一开市又30%？

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. 。o 0

我今天早上有问神，答案是纯阳。

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Kim Chan

今天进场的人估计拿到好签。。

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. 。o 0

没有坏事就剩下是信心。信心会浮动。

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Amanda

@. 。o 0 ，wow 问神，为了让你赚钱，神都要出马。

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. 。o 0

神仙说，风险不比之前高。然后我再问有多高，然后他说，你看看Mr陈的脸色就知道了。

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龍虎门

買了放著，感覺會limit up，這次應該不會錯！！

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Sharehoarder

回去2块？

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. 。o 0

每个人都这么认为，就会实现。

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bppoh75 poh

GP今天扬眉吐气了，昨天的酸民知錯了吗？

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lee jennyih lee

我之前有在这里看过一篇文章，写会赚钱的方法是不会公开的，巴菲特方法公开了，你们也学不来，因为他们资金已经雄厚，有些真正有实力老师公开教学，不过你学不会，因为那个点不够很难捉。

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Admiral Adama

哈哈难道gp的平均价在130吗？pbis的学员们出来澄清一下。。。

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Lim Chun Eik

今天那么多股offer ....何必执着

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Fisher aka 小白

朋友，吐气扬眉这成语不是这样用滴，哈哈哈。。。。

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bppoh75 poh

Fish, 来个造句，示范一下

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Fisher aka 小白

我中文很水皮，但怎么看，都看不懂gp今天怎样扬眉吐气咯，哈哈哈

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Admiral Adama

可能是用错形容词了。就好像达叔在逃学威龙说他这次抛头露面了哈哈。。。

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CBL

还以为有捡到便宜货呢哈哈结果中套了也是

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bppoh75 poh

anyway, seems like today is a good day!!

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Anthony Teo

GP had did the good job congratulations. All will get one way free ticket to Amsterdam

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bppoh75 poh

Anthony, it is a very pricey ticket and lesson learn on the way to Holland

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Anthony Teo

Poh this is a very expensive ticket you must treasure like gold and don't waste it u must go Holland too.

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馮偉源

輝達都開始不行了還不跑，美國股市已經走下跌趨勢了，要看宏觀經濟的指標，美國Q1的gdp已經轉負2.8%，代表經濟衰退中，還不快跑

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Anthony Teo

someone had told us don't need to keep so must cash can all in stock market. Poh had you do it?

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Anthony Teo

Aftet deepseek came out and don't know what to do and told everyone all in DC. AI in this market for about 3 years. This is outdated imfomation.

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韭菜啊三哥

给那群有幻想症的人引入局，当了韭菜

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bppoh75 poh

Anthony, the only lesson learned from GP after the gloves rush is : don't follow where the crowd is, lol

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bppoh75 poh

deekseek or deep shit, all depends on
ur perspective, lol

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Anthony Teo

Poh you must know that who had brought all us to the crowded area. A professional institution should know better then us. We pay money because we want to be safe. Someone had claim they are the best research house. This is our hard earned money. They use big mouth we use money.

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Anthony Teo

Poh you are very fortunate because you didn't follow them. Or else you will end up losing money.