Penguin International

[valuebuddies]

Well I am not trying to invite flaming, but I think some of the buddies here have been "brain-washed" with just 1 outstanding year of results. I remembered Mr. Graham ever mentioned to focus to longer term perspective, the longer the better, and I think Mr. Graham will probably not very like Penguin because of its short history of success.

I think my questions still valid, how do we assure that the coming 100th Flex will be fully sold rather than "capitalised" as PPE? And the reason of both Js did not increase their stake because they talk big on AR but are not certain about the future of the bird?

They speed up the building process I think with the primary reason to fully utilise its PPE, which turns into higher NPM, but look at the iron ore now when everyone rushing to increase supplies to bring down cost where demands are not rising in tandem, are we seeing a similar situation at Penguin?

And to my surprise also is that Penguin has produced such an impressive results, solid fundamentals, why all analysts are muted?

Something very wrong here!!!

Ok, I am also vested, so less flaming is appreciated.