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Back in foxhole after weekend R& R.

Thanks to General FVG for processing raw intel, and to S2 Kong 75 for the intel.

340,000 troops in hills 126 to 141 since Tues, 26 Mar. Discounting those who have already gone home (intraday players), those remaining, if ordinary troopers (retail), D day is tmr. Probably running out of ammo, food, water, toilet paper.....

Good luck, everybody, stay alive to fight this long-haul battle and reap your gains.  

FearValueGreed      ( Date: 03-Mar-2013 15:41) Posted: Its ok as long as u know who has better chance of getting into the foray. Bet big lose big Key dates 4 Apr submission of pre qualification doc 11 Apr announcement of pre q applicants 3 June submission of tender 27th June announcement of successful tenderers. Strategy if I am NTEGRATOR, the choice are obvious: 1) technically Mr N can be a member of the consortium but I dun think they have the financial muscle to join- hence this option is out but if they really cheong n join viettel or singtel and got it, I will really Lao muk sai 2) member of consortium also unlikely for Mr N as there cannot be duplicate of consortium members, thus reducing their chances of any action. 3) they will collaborate with the potential pre applicants to be in charge of the technical plan n maintenance program which is more likely n chance of them getting a sub contractor role is almost certain since they Hv help Myanmar perform such role previously which the warlords Will view positively 4) form a joint venture with local infrastructure vendor to install the infrastructure and network deployment. This will increase their chance further but this is provided they Hv already strong correction which I believe they Hv, after spending so much on admin costs. So gentlemen Mr N price will be supported till 27june but expect exotic volatility

 

Its ok as long as u know who has better chance of getting into the foray.
Bet big lose big

Key dates
4 Apr submission of pre qualification doc
11 Apr announcement of pre q applicants
3 June submission of tender
27th June announcement of successful tenderers.

Strategy if I am NTEGRATOR, the choice are obvious:

1) technically Mr N can be a member of the consortium but I dun think they have the financial muscle to join- hence this option is out but if they really cheong n join viettel or singtel and got it, I will really Lao muk sai
2) member of consortium also unlikely for Mr N as there cannot be duplicate of consortium members, thus reducing their chances of any action.
3) they will collaborate with the potential pre applicants to be in charge of the technical plan n maintenance program which is more likely n chance of them getting a sub contractor role is almost certain since they Hv help Myanmar perform such role previously which the warlords Will view positively
4) form a joint venture with local infrastructure vendor to install the infrastructure and network deployment. This will increase their chance further but this is provided they Hv already strong correction which I believe they Hv, after spending so much on admin costs.

So gentlemen Mr N price will be supported till 27june but expect exotic volatility

 

I would rather bet on Singtel getting the license. 

FearValueGreed      ( Date: 02-Mar-2013 09:19) Posted: Mr View, seems yr viewing ranging not very far. June is the month where our beloved Myanmar friends will announce telcos license and two of them. Partners n contracts would Hv made been known. Mr N has long been fighting with Myanmar warlord and chance of them even getting a small piece of that action is eye boggling. Maybe you should be looking at our big brother singtel as thr have launch an interest of intention last month. Till then, all terrain to hillpt 200 or 300 are planted with dangerously bomb traps.

 

Mr Kong army. thanks for info.

Now it just affirm my understanding better that their administration cost is a bit higher even when revenue remains relatively stable.

 

Link to the Myanmar times that redirect link to the  pre-qualification guidelines for the telecom licences.

http://www.mmtimes.com/index.php/national-news/4253-telecom-giants-edge-closer-to-myanmar-s-market.html  

 

This is also known as delisting in corporate world cos all will be makun.

Anyway more juicy news from Myanmar yesterday.

The Jakarta Globe reports that Indonesia’s largest telecoms operator by subscribers and revenues, PT Telkomunikasi Indonesia (Telkom), has joined the growing list of companies and groups interested in seeking investment opportunities in the Myanmar telecoms market. Telkom strategic portfolio director Indra Utoyo is quoted as saying that the company is taking part in a tender to purchase a mobile operator’s licence in Myanmar, following the local government’s January announcement seeking expressions of interest (EoI) for licences. Speaking in a conference in the capital Jakarta, Indra confirmed the official position noting: ‘We see Myanmar as having great potential, as the mobile penetration rate currently only stands at 5%’. However, the official stopped short of providing an assessment of the likelihood of Telkom securing a concession, pointing out that the Myanmar has set a high standard for applications. The Indonesian firm’s EoI joins a growing list of applicants for various types of licences, that also includes SingTel, Telenor, Axiata, ST Telemedia, Bharti Airtel and Thai firms Advanced Info Service (AIS) and True Corp.

 

Don't need to wait till June.

I will borrow one stick of 10 kiloton nuke from N korea to blast Bt Timah hill..Amen

 

Mr View, seems yr viewing ranging not very far.
June is the month where our beloved Myanmar friends will announce telcos license and two of them.

Partners n contracts would Hv made been known.
Mr N has long been fighting with Myanmar warlord and chance of them even getting a small piece of that action is eye boggling.

Maybe you should be looking at our big brother singtel as thr have launch an interest of intention last month.

Till then, all terrain to hillpt 200 or 300 are planted with dangerously bomb traps.

 

Why in the month of June? can explain?

FearValueGreed      ( Date: 01-Mar-2013 22:14) Posted: Gentlemen,let's be clear, this wed 130,000 troops are trapped in bt timah hill while charging up. And have been in shell scrap and fox hole position for 3days after enemy call for air strike last 3days. According to WHO, they can only survived for 7 days with water and no food, so next wed is D day for them. If UN supreme general does not dispatch new troops to charge into hill point 136 at least. Enemy will keep their position in high ground and that is bad from Zhu Ger Liang strategy. Bearing in mind today 30 000 and yesterday 20000 troops are also trapped, we have a lot of blooders to rescue. Hence, if we can climb to hill point 136, FUP would have been secured and stronghold contained. Victory is in place for  D month in June.   halleluyah      ( Date: 01-Mar-2013 21:11) Posted: Guess charge ahhh.......reaching  hill 140

 

Gentlemen,let's be clear, this wed 130,000 troops are trapped in bt timah hill while charging up.

And have been in shell scrap and fox hole position for 3days after enemy call for air strike last 3days.

According to WHO, they can only survived for 7 days with water and no food, so next wed is D day for them.

If UN supreme general does not dispatch new troops to charge into hill point 136 at least.

Enemy will keep their position in high ground and that is bad from Zhu Ger Liang strategy.

Bearing in mind today 30 000 and yesterday 20000 troops are also trapped, we have a lot of blooders to rescue.

Hence, if we can climb to hill point 136, FUP would have been secured and stronghold contained.

Victory is in place for  D month in June.

 

halleluyah      ( Date: 01-Mar-2013 21:11) Posted: Guess charge ahhh.......reaching  hill 140. gwkgwk      ( Date: 01-Mar-2013 20:42) Posted: What's with next Wednesday

 

that mean better buy on wednesday next for lowest prices? thanks man...today i surrendered... and lost an arm.

FearValueGreed      ( Date: 01-Mar-2013 17:36) Posted: Today whole day in deliberate planning, no time to monitor actual battle again. Looks Mr N has strong determination to fight a comeback. Quite impressed. My troops in reserve waiting for offensive next week. Doing a thorough plan to fight a weak hill point with minimum enemies. Contra players will completely flush out by next wed.

 

Guess charge ahhh.......reaching  hill 140.

gwkgwk      ( Date: 01-Mar-2013 20:42) Posted: What's with next Wednesday? FearValueGreed      ( Date: 01-Mar-2013 20:09) Posted: Under today arty only 5% killed, very impressed. compared to other penny Mr N stands tall. But next wed will be the real test if UN army stand behind him when troops with blanks ammo flees.

 

What's with next Wednesday?

FearValueGreed      ( Date: 01-Mar-2013 20:09) Posted: Under today arty only 5% killed, very impressed. compared to other penny Mr N stands tall. But next wed will be the real test if UN army stand behind him when troops with blanks ammo flees.

 

Under today arty only 5% killed, very impressed. compared to other penny Mr N stands tall. But next wed will be the real test if UN army stand behind him when troops with blanks ammo flees.

 

Tdy recruitted some army fr next wk standby. The old batch had aredi sent home after  claiming victory so tt they can go hug hug their wives.

 

Today whole day in deliberate planning, no time to monitor actual battle again.

Looks Mr N has strong determination to fight a comeback. Quite impressed.

My troops in reserve waiting for offensive next week.
Doing a thorough plan to fight a weak hill point with minimum enemies.

Contra players will completely flush out by next wed.

 

again... good chance to loaded at low... 

 

aiyoyo that is a lot dah... then hope it falls so i can buy more at lower then....

FearValueGreed      ( Date: 28-Feb-2013 21:42) Posted: Ladies,   be patient. This one takes some time to cook. Notice it will spike every 5-6 months. So the timimg is perfect in June-July runup. Meantime as long as it flunctate in this 130+/- region, it is settimg a very strong bull base formation. And by thAT time 20-30cents also possible provided that Ah Jimmy get the big fat contract. JJust imange that day the stock hit 30cents--- that mean the contract must be of the range to the tune of $120-150million.   entirely possible. tea444u      ( Date: 28-Feb-2013 19:14) Posted: lousy stock.sick of waiting. still waiting

 

today whole day in deliberate planning , no time to fight actual battle.

Come out , all in foxhole position.

Anyway next time inform me your MGR , I will get S3 to heliborne one tonne of hard tack!

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PteFirstClass      ( Date: 28-Feb-2013 13:56) Posted: Boring day...left weapon with fixed bayonet, helmet, sbo at FRV. Volume is currently too small. Action may be tomorrow, to breach line 15, on a day (Friday) when everybody prefers to close out outstanding positions. This is assuming BBs were buying and rolling on 26 & 27 Feb.   S4 forgot to indent lunch, bo bian, have to use SAFRA $100 voucher to makan at Jack's Place.  General FVG, don't forget to pass down intel from your commandos, hor. Scarred kanna ambushed. Tango yankee out! FearValueGreed      ( Date: 28-Feb-2013 11:57) Posted: Orders has been given by vanguard commAnders to shift 1/3 of army from Mr N battle ground. Plans executed smoothly. They Hv since re deployed for action another unknown territory. 2/3 of army division still holding ground to secure FUP. COMMANDOS Hv been airborne deep to detect possible Enemy air strike in afternoon.

 

Ladies,

 

be patient. This one takes some time to cook.

Notice it will spike every 5-6 months.

So the timimg is perfect in June-July runup.

Meantime as long as it flunctate in this 130+/- region, it is settimg a very strong bull base formation.

And by thAT time 20-30cents also possible provided that Ah Jimmy get the big fat contract.

JJust imange that day the stock hit 30cents--- that mean the contract must be of the range to the tune of $120-150million.

 

entirely possible.

tea444u      ( Date: 28-Feb-2013 19:14) Posted: lousy stock.sick of waiting. still waiting