Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Mon, 18 Mar 2019, 08:01 AM

 

PANTECH(5125) OR ALL-TECHNOLOGY STOCK IN THE OIL AND GAS SUPER BOOM TIME, CALVIN TAN RESEARCH

Author:   |    Publish date:


HI GUYS,

 

I AM HAPPY TO BRING YOU PANTECH - THE SUPER STOCK OF THE OIL AND GAS BULL RUN TIME

 

PANTECH 

IT IS A COMPOUND OF TWO WORDS

PAN AS IN ALL (PANORAMIC- ALL CLEAR SWEEPING WIDE VIEW) (PANEASIA : CURE ALL REMEDY)

TECH AS IN TECHNOLOGY

 

SO PANTECH MEANS "ALL TECHNOLOGY" COMPANY

 

INDEED AS WE SHALL SEE

 

LET'S TAKE A LOOK FROM I3 FORUM DESCRIPTION OF PANTECH

 

Business Background ( From i3 Investor Forum)

 

Pantech Group Holdings Bhd is engaged in investment holding and provision of management services. The company has three operating segments: Trading; Manufacturing and Investment holding. It derives most of its revenues from the Trading segment. The Trading segment is engaged in trading, supply and stocking of high pressure seamless and specialized steel pipes, fittings, flanges, valves and other related products for use in the oil and gas. The Manufacturing segment is engaged in manufacturing and supply of butt-welded carbon steel fittings, stainless steel, and alloy pipes, fittings and related products, as well as milling, machining and welding of tube and pipe fitting. The Investment holding segment is engaged in investment holding, property investment and management service

 

SO ALL TECH HAS 3 MAJOR BUSINESSES

 

1. TRADING: Pantech started trading in oil & gas pipes for Oil and Gas Industries. It also trades in pipes for Oil Palm Industries

As of now it stocks over 30,000 types of products. Trading provides a margin. So with years of experience Pantech moves into Manufacturing Specialty pipes. this improved margins

 

2. MANUFACTURING: 

 The Manufacturing segment is engaged in manufacturing and supply of butt-welded carbon steel fittings, stainless steel, and alloy pipes, fittings and related products, as well as milling, machining and welding of tube and pipe fitting

 

3. PROPERTY INVESTMENT

 The Investment holding segment is engaged in investment holding, property investment and management service

 

YES THIS IS THE ULTIMATE GROWTH OF WEALTH

 

WHEN CHINESE FIRST ARRIVED ON MALAYSIAN SOIL THEY WORKED AS COOLIES OR IN RUBBER PLANTATION. THEN THEY MOVED UP TO BUY THEIR OWN RUBBER ESTATES. FINALLY WITH ACCUMULATED WEALTH THEY INVEST IN HARD ASSETS LIKE GOLD OR PRE WAR SHOP HOUSES IN MAJOR CITIES OF MALAYSIA AND ALL OTHER COUNTRIES THEY RESIDE

 

FROM HERE LET'S LOOK CLOSER AT PANTECH

 

AND THESE ARE THE SALIENT FACTORS

 

1) AT 53.5 SEN WITH NTA OF 78 SEN PANTECH IS SELLING AT A NICE 32% DISCOUNT TO NTA WHICH QUALIFIES BEN GRAHAM 30% MARGIN OF SAFETY. WE SHALL COME BACK TO SEE ITS NTA ASSETS LATER

 

2) LAST 4 QUARTER PROFITS

 

1.51 SEN

1.46

1.90

1.51

 

TOTAL 6.38 SEN

 

SO PANTECH HAS An earning growth  OF 11.9% OR P/E 8.38?

but that is not all

Pantech is also into PROPERTY INVESTMENT

and NTA has also grown quietly from 74 sen to 78 sen. SO there is a growth of another 4 sen

 

now add 4 sen to 6.38 = 10.38 sen

then the equation will be

Pantech Earnings Growth (EPS)  is 10.38 divides by 53.5 sen or 19.4%

And a P/E of 5.15

SO IN JUST 5 SHORT YEARS YOU CAN DOUBLE YOUR MONEY IN PANTECH!!

 

 

3) WHY IS PANTECH DOING SO WELL WHEN OTHER STEEL COMPANIES ARE SUFFERING LOSSES?

ANSWER

PANTECH IS INTO SPECIALTY O&G PIPES AND OIL PIPES FOR THE OIL PALM INDUSTRIES

IT IS IN A TOTALLY DIFFERENT INDUSTRY

LAST ROUND CALVIN PICKED FOCUS LUMBER FOR THE SAME REASON

FOCUS LUMBER IS NOT PRODUCING THE NORMAL PLYWOOD WITH RAZOR THIN PROFIT MARGIN

FOCUS LUMBER MAKES SPECIALTY PLYWOOD FOR THE HUGE AMERICAN RV (RECREATION VEHICLE MARKET)

PLEASE DON'T CHASE FOCUS LUMBER NOW AS ITS PRICE ALREADY UP BY 70% (ANOTHER OF CALVIN'S CHUN CHUN CALL?

SEE

 

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sun, 17 Feb 2019, 10:16 AM   |  >> Go to Blog Dashboard

  

The Business Model of Focus Lumber. Source Its Products From Lowest Cost & Sell to Highest Value USA, Calvin Tan Research

Author:   |    Publish date: 



Dear Friends of i3 Forum,

 

Today I want to talk about FOCUS LUMBER (5197)

 

What about FOCUS LUMBER?

 

FOCUS LUMBER was set up by the Taiwanese Experts in their Long Years of Experience with Lumber and especially Plywood.

They FOCUS on High Value ADDED PLYWOOD. These could generate exceptional profit margins of 20% to 25% unlike selling conventional plywood for a mere 5% to 6% profit. So FOCUS LUMBER sets itself apart from all normal Plywood Manufacturers.

 

FOCUS LUMBER WAS ABOUT RM1.05 WHEN I ISSUED BUY CALL

TODAY FOCUS LUMBER IS RM1.78 or UP almost 70% 

 

FOR THIS SAME REASON PANTECH IS ALSO MAKING HIGHER PROFIT THAN SELLING NORMAL PIPES

 

4) THE FORTUNES OF PANTECH WILL RISE MORE AS CRUDE OIL PRICE SURGE UPWARD

PANTECH SUPPLIES PIPES, VALVES & ALL 30,000 O&G ITEMS FOR ON SHORE AND OFF SHORE OIL ENTITIES

IT ALSO SUPPLY TO THE PETRONAS REFINERY IN RAPID

USA HAS TEMPORARY BANNED PANTECH PIPES IMPORT. THAT IS ALREADY FACTORED INTO THE SHARE PRICE OF PANTECH AT ALL TIME RECENT LOW

THE RISE OF RAPID HAS PREVENTED PANTECH FROM INCURRING LOSSES WHILE OTHER STEEL COMPANIES ARE BLEEDING

IN FACT PANTECH HAS EVEN MOVED ITS WAREHOUSE TO PENGERANG'S RAPID TO CATCH THE BOOMING BUSINESS THERE

 

5) PANTECH WAREHOUSE IN BOOMING PENGERANG

refer to ar

10 HS(M) 135, Lot LO129 (1433), Mukim Pantai Timor, District of Pengerang, Johor Darul Takzim

Lot LO129, Kampung Bukit Gelugur, 81600 Pengerang, Johor Darul Takzim

(127,617) Freehold A parcel of industrial land 1,800 – 31.12.2015

 

PANTECH BOUGHT A FREEHOLD 127,617 sq ft INDUSTRIAL LAND FOR RM1. 8 MILLIONS

THAT IS ONLY RM14.10 per sq ft

(Note: Freehold industrial lands are very rare in Pengerang RAPID. Mostly leasehold. Price anywhere from rm30 psf to Rm100 psf today)

So buying into Pantech is an opportunity to invest into Real Esate in Pengerang at Old book value.

 

THIS IS ONLY ONE OF PANTECH 10 LISTED ASSETS. AND ALL THE ASSETS ARE INDUSTRIAL & MANY ARE WAREHOUSES. SO GOOD THAT NTA HAS APPRECIATED FROM 74 to 78 sen for a 4 sen gain in one year

See

 

3. PROPERTY INVESTMENT

 The Investment holding segment is engaged in investment holding, property investment and management service

 

Last time Calvin invested in SUPER ENTERPRIZE at Rm1.25. Super Enterprize also got 9 industrial lands. And Super powered up to Rm3.80 and was privatised for 200% upside

SO GOOD THAT PANTECH BOSSES HAVE BOUGHT THE RIGHT INDUSTRIAL LANDS & WAREHOUSES AND AVOIDED SHOPPING MALLS NOW HIT BADLY BY ECOMMERCE

 

6) SEEING VALUE PANTECH BOSSES & INSIDERS HAVE BOUGHT PANTECH AT MUCH HIGHER PRICES

 

 

 

after keeping their shares for 4 years and after 1 for 5 bonus issue their average cost is

67 x .8 = 53.6 sen

Whoa at today closing price of 53.5 sen we are still getting at slightly below their holding cost after 4 years?

Great!

Why Now Is the Most Opportune Time for Us to Buy Into Pantech

 

7) PANTECH HAS SECURED A PERPETUAL MAINTAINENCE CONTRACT FOR THE PETRONAS REFINERY IN RAPID

See Annual Report

TREND AND OUTLOOK

It is anticipated that the oil and gas industry will continue to recover in 2018 as mooted by various parties. At the time of writing, oil is trading at around the USD65 mark per barrel. This is a much better state than it was in the preceding financial year where it was fluctuating at USD50 per barrel. The decision by key oil producing nations to curb oil production in order to stabilise prices has borne fruit.

At home, the completion of the RAPID project stands at 87% and is on track to be fully operational by end-2019. A steam cracker plant, petrochemical complex, air separation unit (ASU) and Pengerang Deepwater 2 have yet to be completed while the raw water supply project (Pamer), Pengerang Cogeneration Plant and Regassification Terminal 2 (RGT2) are already operational.

Saudi Aramco has earlier in the year completed its RM27.44 billion investment into RAPID, and it has spurred prospects. Maintenance contracts of RAPID once completed will be a good avenue of income. As it stands, maintenance contributes about 40% to Pantech Group’s revenue from the oil and gas sector. Being in this industry, maintenance works are essentially perpetual as they are critical in ensuring safety and optimal operations.

 

Read very very very carefully these words again

 

(((maintenance works are essentially perpetual as they are critical in ensuring safety and optimal operations.)))

perpetual means for "forever" as long as RAPID REFINERY COMPLEX EXISTS

24 HOURS A DAY 7 DAYS A WEEK PANTECH IS CONTRACTED TO KEEP TO THE SAFETY OF ALL THE PIPES AND VALVES OF THIS GIGANTIC COMPLEX!

THAT IS ASSURED LUCRATIVE INCOME IN PERPETUITY FOR PANTECH!!!

AND MORE! REFINERY WILL BE CLOSED FOR CERTAIN PERIOD FOR MAJOR MAINTENANCE OVERHAUL & REPLACEMENT OF WORN OUT PARTS

HOORAY!! EVEN MORE BUSINESS FOR PANTECH!!

 

8) NOW PANTECH HAS A STOCK OF 30,000 OIL PIPES NOT ONLY FOR OIL & GAS  - THE PIPES ARE ALSO FOR THE PALM OIL INDUSTRIES: AS LONG AS OIL FLOWS THEY NEED PIPES FROM PANTECH!!

AND MALAYSIA & INDONESIA COMMAND 90% OF THE WORLD'S OIL PALM MARKETS

AMONG THE TOP CUSTOMERS OF PANTECH ARE ROBERT KUOK OF WILMAR AND FELDA IN MALAYSIA

 

9) PANTECH IS SO VERY VERY VERY IMPORTANT FOR O&G AND OIL PALM INDUSTRIES THAT AMONG TOP 30 HOLDERS OF PANTECH ARE FELDA & PETRONAS

 

SEE

coming in at top no 2 is

2. KOPERASI PERMODALAN FELDA MALAYSIA BERHAD 60,461,200 8.13%

FELDA IS ONE OF THE LARGEST PLANTATION HOLDINGS IN THE WORLD

FELDA OWNS 60.4 MILLIONS PANTECH SHARES AT 8.13%

 

coming in at top no. 26 is

26. CIMB GROUP NOMINEES (TEMPATAN) SDN BHD 4,000,000 0.54 EXEMPT AN FOR PETROLIAM NASIONAL BERHAD (AMUNDI MALAYSIA)

PETRONAS HAS 4 MILLION PANTECH SHARES

 

10. ONE OF TOP INVESTMENT SECRETS MY JOHOR SIFU NOTICED ABOUT GREAT SIFU WARREN BUFFET IS THIS

 

A) RULE NUMBER ONE IS - NEVER TO LOSE MONEY

B) RULE NUMBER TWO? TO REMEMBER RULE NUMBER ONE : THAT IS NEVER TO LOSE MONEY

C) RULE NUMBER THREE

WHERE GOT RULE NUMBER THREE?

YES THERE IS

RULE NUMBER THREE IS THIS

TO BUY A SHARE WITH A BOND NATURE

HE BOUGHT COCA COLA BECAUSE IT IS THE NUMBER ONE DRINK ON EARTH & GROWING

HE BOUGHT GILLETTE SHAVING BLADE BECAUSE OUT OF 7 BILLION PEOPLE ON EARTH 50% OR 3.5 BILLIONS ARE MEN WHO WILL WAKE UP IN NEED OF SHAVING HIS BEARD EVERY MORNING

I ONCE BOUGHT MTD INFRAR BECAUSE IT OWNED THE KL KARAK HIGHWAY TOLL BOOTH

ALL CARS PASSING FROM KUANTAN TO KL MUST PASS THROUGH AND PAY TOLL

IT WAS TAKEN PRIVATE BY MTD

SO THIS PANTECH WILL RIDE ON THE GROWTH AND BOOM OF RAPID FOR "FOREVER" 

 

BEST REGARDS

 

 

Calvin Tan Research

Singapore

 

Please buy or sell after doing your own due diligence

 

MAJOR CLIENTS

Aftonakersolutionsair productsallied fitting_background take outAmec Foster WheeleralstomAOGAasean bintuluborougebasfbousteadbrooke dockyardbpBumi Armadacarotinocarigali hessCCJVccmchevronchiyodaChiyoda Groupcpmctci corpdesmetdialogDynaciatedrydocks worlddyna-macemerson processexxonmobilfelda-johorfeldaFGVFlexsysflourfoster wheelerglobal process managementfpso ventureshyfluxihihyundai engineeringIOI GroupIOIjfejj lurgijgckanekakeppel-felskl-kepongkpocmaersklotte engineeringmcdermottMinimaxMHI S'poremisubhishi hitachimitsubishi heavy ind.mitsubishi kakokiMitsubishi Kakoki KaishamlngmmheMM Refrigerationmodecmpomuhibbahmrcmurphy oilnewfieldmusim masoleonongcPBJVpertaminapetrofacpetroleum dev omanpetronas daganganpetronas carigalipetronas gaspetronas penapisanpetronas methanolpsiPunj Lloydpttepqatar gasqapcorasgasrekayasasamsungsankyusembcorpsapura kencanashinryoshellshinyangsime darbysingapore-technology-marinesSumitomo Chemical Eng.sri takadasynthomersumitomo chemicaltabreedtechniptakreerthhetl offshorethyssenkrupptnbtoyo engineeringtupraswilmarWorleyparsons

 

 

 
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Labels: PANTECH

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Chart Stock Name Last Change Volume 
PANTECH 0.57 -0.01 (1.72%) 469,400 

  2 people like this.
 
calvintaneng Thought for the Day

Years ago I heard from Nestle sales people

They said, "When times are good Nestle is good. But when times are bad Nestle is better"

I asked, "How come?"

So they replied, "When time is good people drink milo in the coffee shop. But when times are bad people still drink milo. But now they make their own milo at home" Why not make coffee or tea? Brewing coffee or tea too troublesome. So just drink milo

And in good times peolpe eat in restaurant. In bad times people eat maggee at home to save money

NOW I THINK OF PANTECH

WHEN RAPID IN OPERATIONS 7 DAYS A WEEK AND 24 HOURS A DAY PANTECH IN GOOD TIME DUE TO CONSTANT MONITORING AND MAINTENANCE

IN TIMES WHEN REFINERY SHUT DOWN FOR FULL MAINTENANCE? Then Pantech will do even better because more business as Worn out pipes & valves need replacing

SO GOOD!!
21/02/2019 07:58
calvintaneng Sslee likes this.

VERY GOOD MORNING TO SSLEE

So early up already

Very good

The early bird catches the best worm

Thks for clicking like
21/02/2019 08:01
Sslee Dear Calvintaneng,
Good morning. Yes the early bird catches the best worm. So keep up with your more chun-chun call.

You will be surprise that I just give a like to qqq3 too and compliment him of his blog:
Every thing you wanted to know about Palm oil

Thank you
21/02/2019 08:45
calvintaneng Sifu SSLee clicked like for qqq3 article on Palm oil

Hmmm?

Must go and see what's up

Pantech also supply oil pipes to Ioi, Some Darby, Wilmar and other Palm oil players
21/02/2019 10:05
calvintaneng I like Pantech for

1) Its Par Excellence Management.
Trustworthy & Transparent

2) Its Proactive Business Approach
Pantech goes out to look for business

3) Its Perennial Contract with RAPID REFINERY
This is a Cash Cow
Last time PROPEL was the CASH COW For PLUS

Propel service and maintain PLUS High way. Very profitable
So will be Pantech

4) Its Preeminence in High Profit Oil & Gas Steel Pipes
A recession proof industry

Oil supporting industry survived the Great Depression of 1929 to 1939

5) Its Power Value Cum Growth Story

P/E 5 considering Investment Asset gain


6) Its Price still relatively cheap compared to Insider Buying price
Boss entry price at 67 sen so now price still undemanding

Pantech - Go Go Power Ranger!!
21/02/2019 10:41
calvintaneng Take a break

Hear this Alisan song

https://www.youtube.com/watch?v=v9mV58uqJxw
21/02/2019 13:13
HoselGoh Have you studied Dayang?
21/02/2019 21:32
calvintaneng HoselGoh

Already written about Dayang in Naim's buy call

Both Dayang and Naim up by more than 60%

Now look for laggard like pantech and dialogue

Azrb will also have room to run up further
21/02/2019 22:23
TECHfullyBREWED RAPID Petronas Project Update - Progress as 29 Nov 2018

https://www.youtube.com/watch?v=r3vjHzVSPqs
21/02/2019 22:43
Surewind Good to see coverage on pantech. Had invested in Pantech for years, only regret is never topping up more when it was at 0.45 cents.

You forgot one important point. Pantech gives consistent dividend almost every quarter.
Also, if Pantech is allowed to export to the US soon there will be a 15% increase in revenue. They have already submitted appeal in the US for anti dumping tax US imposed for China and result might be out soon.
22/02/2019 00:37
pussycats Calvintan sifu, why u promote so many stocks...

I can't keep track all your promoted stocks...
22/02/2019 07:44
calvintaneng Surewin

You are correct

Pantech gives consistent dividend every year
It gives better dividends in better years

Yes Pantech will get another booster if US gets to resolve it's trade war with China and others soon

Selling to those Shale oil companies will be Sure Win
22/02/2019 09:38
calvintaneng TechfullyBrewed

Thanks for posting the links

Just like on Jurong Island Pengerang's Rapid is full of Storage tanks and pipes all over the place

Just by opening the eyes and observing we can SEE that the main Players are Dialogue and Pantech
22/02/2019 09:40
calvintaneng Pussycats

Can count with one hand

Only these 4

1. Naim
2. Azrb
3. Pantech
4. Dialogue

Just invest some into each will do
22/02/2019 09:41
calvintaneng See how proactive is Pantech management

Pantech recently participated in Dubai Expo

https://pantech-group.com/2018/10/17/adipec2018/
22/02/2019 10:47
calvintaneng Also recent Expo in Singapore

https://pantech-group.com/2018/10/11/osea2018/
22/02/2019 10:48
calvintaneng Also recent Expo in Myanmar

https://pantech-group.com/2018/09/27/international-tube-and-pipe-tube-fair-2/
22/02/2019 10:54
calvintaneng And this one for Oil Pam in Indonesia

https://pantech-group.com/2018/09/27/10th-palmex-2018/
22/02/2019 10:56
calvintaneng So Pantech management is highly proactive

It scour the world for business oppportunity

Some Companies just sit idle and wait for business to come

Pantech goes in search of opportunities

So giving Esos to Pantech staff is well worth it
22/02/2019 10:58
calvintaneng 17-Jan-2019 20-Mar-2019 DIVIDEND_SHARE Second interim dividend 1 : 100 Dividend Detail
24-Oct-2018 27-Dec-2018 DIVIDEND First Interim Dividend RM 0.005 Dividend Detail
27-Jun-2018 31-Jul-2018 DIVIDEND Final Dividend RM 0.005 Dividend Detail
26-Jan-2018 28-Mar-2018 DIVIDEND Interim Dividend RM 0.005 Dividend Detail
24-Oct-2017 27-Dec-2017 DIVIDEND Second interim dividend RM 0.005 Dividend Detail
26-Jul-2017 27-Sep-2017 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail
28-Jun-2017 02-Aug-2017 DIVIDEND Final Dividend RM 0.005 Dividend Detail
12-Jan-2017 29-Mar-2017 DIVIDEND Interim Dividend RM 0.003 Dividend Detail
05-Dec-2016 19-Dec-2016 BONUS_ISSUE Bonus Issue 1 : 5 Dividend Detail
05-Dec-2016 19-Dec-2016 BONUS_ISSUE Bonus Issue 1 : 10 Dividend Detail
18-Oct-2016 29-Nov-2016 DIVIDEND Second interim dividend RM 0.005 Dividend Detail
21-Jul-2016 28-Sep-2016 DIVIDEND First Interim Dividend RM 0.005 Dividend Detail
29-Jun-2016 27-Jul-2016 DIVIDEND Final Dividend RM 0.005 Dividend Detail
29-Jun-2016 27-Jul-2016 DIVIDEND_SHARE Final Dividend 1 : 100 Dividend Detail
20-Jan-2016 16-Mar-2016 DIVIDEND Interim Dividend RM 0.0050 Dividend Detail
21-Oct-2015 18-Dec-2015 DIVIDEND Second interim dividend RM 0.0060 Dividend Detail
23-Jul-2015 05-Oct-2015 DIVIDEND First Interim Dividend RM 0.0050 Dividend Detail
08-Jul-2015 25-Aug-2015 DIVIDEND Final Dividend RM 0.0050 Dividend Detail
08-Jul-2015 25-Aug-2015 DIVIDEND_SHARE Final Dividend 1 : 100 Dividend Detail
22-Jan-2015 17-Mar-2015 DIVIDEND Interim Dividend RM 0.006 Dividend Detail
20-Oct-2014 23-Dec-2014 DIVIDEND Interim Dividend RM 0.01 Dividend Detail
20-Oct-2014 05-Dec-2014 INTEREST Loan Stock Interest 3.5% Dividend Detail
23-Jul-2014 02-Oct-2014 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail
05-Aug-2014 02-Sep-2014 DIVIDEND Final Dividend RM 0.01 Dividend Detail
22-Jan-2014 17-Mar-2014 DIVIDEND Interim Dividend RM 0.01 Dividend Detail
Previou
22/02/2019 11:13
jackfruit Pastor, Pantech had coma for very long time . Don't think it can wake up. Best of luck to you.
22/02/2019 11:22
calvintaneng Pantech was impacted due to low Crude Oil prices

But Shale Oil Boom in USA helped

Then US Govt started trade was so export to USA stalled

But Petronas RAPID made up the shortfall

After RAPID REfinery is completed then Pantech will have perpetual maintenance contract
22/02/2019 12:01
calvintaneng Now things are TURNING VERY POSITIVE FOR PANTECH

1) RAPID LONG LONG LONG TERM CONTRACT FOR PANTECT IN REFINERY MAINTENANCE

2) RAPID NEEDS 300,000 BARRELS OF OIL WILL SPUR UPSTREAM AND DOWNSTREAM DEVELOPMENT

3) US Trade war with China cleared. Then Pantech resume export to the US

4) More Petro Chemical Factories to be build in PENGERANG
In Singapore pipe lines connect Refinery direct to factories to save time and cost

ALL CONNECTED BY PIPES TRANSPORTING OIL, NAPTA, KEROSENE & OTHERS BY PIPES

LOTS OF BUSINESS FOR PANTECT

PANTECT SELLS 30,000 DIFFERENT TYPES OF OIL PIPES, VALVES & OTHERS

SO GOOD!!!
22/02/2019 12:07
lene @calvintaneng

How much PERISAI you bought some years ago?
Still keeping it ?
22/02/2019 12:50
calvintaneng Perisai was bought with KULIM

So ok Kulim i made 60% (taken private) & perisai loss only 50% when i cutloss (Still made 10%)

NOW YOU MUST NOT JUST FOLLOW CALVIN PARTLY

IF YOU WANT TO FOLLOW YOU MUST FOLLOW CALVIN BUY CALL FAITHFULLY

NAIM was 50 sen. Now over 72 sen. Not so cheap

AZRB was 35 sen. Now over 40 sen. Still ok

PANTECH at 50 sen. Now 54 sen (SO GO FOR IT!! PANTECH STILL CHEAP)

PAN TECH = ALL TECHNOLOGY IN ONE

SO GOOD!!!!
22/02/2019 12:57
lene Good Explanation. Thums Up.
22/02/2019 13:01
JulieWong How is possible to conserve 10% profit, when bought
together with ALAM which had also suffer 80%?

Shouldn't it be negative 70% ?
22/02/2019 13:22
calvintaneng You forgot Weida also taken private. And waseong also doubled in price?

OK IF YOU MADE LOSS THEN VERY SORRY

NOW MAKE BACK IN PANTECH & DIALOGUE BY INVESTING LONGER TERM OK?
22/02/2019 13:38
calvintaneng Wait

Did you folow my buy call on carimin at 39.5 sen

Already up 100% you know?
22/02/2019 13:39
hollandking buy faithfully?????????????
22/02/2019 13:58
cavlintaneng penipu no 1 calvintaneng
22/02/2019 17:17
calvintaneng What a coward changing the letter Calvin to cavlin to confuse people.

And penipu what?

Did you buy naim at 50 sen?

Or Azrb at 35 sen?

And even if you bought pantech at 53.5 sen today though down day pantech still closed at 54 sen

Better buy pantech first thing Monday morning if you missed
22/02/2019 17:35
calvintaneng Penipu?

Yes.

Those syndicates promoting iwcity are leading people astray

Ecrl not going to Bandar Malaysia

Ecrl will pass from Tok Bali all the way to maran, bentong then to gombak, serendah and to Port Klang

In serendah Talam commercial and industrial lands will benefit
In pahang bentong and maran Azrb will benefit
In Tok Bali where there is a station Azrb will benefit
22/02/2019 17:40
jackfruit Pastor, Pan tech coma due to US imposed high tariff on their pipe.
22/02/2019 17:44
calvintaneng Jackfruit

Pantech reported the rise of Rapid in Pengerang has mitigated the tariff from Us

Plus the fortune of Pantech depends on Crude oil price

All on shore and off shore oil and gas players were in coma due to low Brent oil price

Now that Brent crude already up above USD65 a barrel the outlook getting brighter

Pantech will resume sales to these on shore and off shore oil and gas companies

Plus with perpetual service maintenance for Rapid Refinery there is a now more stability

Another plus point is the impending launching of the downstream chemical hub

Lots of connecting pipes will be needed. Both sales and after sales maintenance jobs
22/02/2019 18:05
calvintaneng Posted by calvintaneng > Feb 22, 2019 06:38 PM | Report Abuse X

WAHAHA!

Correct Dayang's fantastic result shows that O&G stocks Bull Run is intact

The recent scare in Carimin result was due to carimin operation over in Trengganu impacted by Monsoon

For Dayang it operates in Sarawak so it is not that affected

SO good for Dayang will be also So Good for Naim

Now it will also be Good for carimin after Monsoon over

Also good for Azrb. Azrb got 2 supply base in Trengganu & Kelantan

And Good also for Pantech
Pantech supplies oil pipes & valves to On shore & Off Shore players like Carimin, Dayang, Azrb,

See

Provision of Maintenance Services
Dayang’s subsidiary, Dayang Enterprise Sdn Bhd (DESB) undertakes the overall provision of maintenance services, which focuses on the following areas:

Maintenance of Topside structure
Maintenance of pipes and valves and
Electrical and instrumentation
The maintenance services are provided either on a routine or scheduled basis or during a breakdown or emergency, in which case maintenance works are undertaken due to fault or failure.


(((MAINTAINENCE OF PIPES & VALVES)))
22/02/2019 18:44
calvintaneng Dayang will be in the Bull Run of O&G this year due to RAPID needing extra 150,000 barrels of oil for its REFINERY IN RAPID

Calvin bought into Naim because Naim is Top holder of Dayang. Dayang office is located in Naim building

So Naim is also good. These also good AZRB, PANTECH which supplies oil pipes & valves to Dayang and all other onshore & off shore O7G players. Dialog also

HOLD TIGHT AS WE ARE IN O&G BULL RUN NOW!!
22/02/2019 18:42
22/02/2019 18:45
calvintaneng Hi guys

Uncle Koon started chasing Dayang because he saw Petronas in Top 30 of Dayang

Petronas is also in Top 30 of Pantech

Petronas is holding 4 million Pantech shares
23/02/2019 09:57
hollandking calvin, who hire you?
23/02/2019 10:00
calvintaneng See Pantech consistent Dividends through good & bad times

17-Jan-2019 20-Mar-2019 DIVIDEND_SHARE Second interim dividend 1 : 100 Dividend Detail

24-Oct-2018 27-Dec-2018 DIVIDEND First Interim Dividend RM 0.005 Dividend Detail

27-Jun-2018 31-Jul-2018 DIVIDEND Final Dividend RM 0.005 Dividend Detail

26-Jan-2018 28-Mar-2018 DIVIDEND Interim Dividend RM 0.005 Dividend Detail

24-Oct-2017 27-Dec-2017 DIVIDEND Second interim dividend RM 0.005 Dividend Detail

26-Jul-2017 27-Sep-2017 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail

28-Jun-2017 02-Aug-2017 DIVIDEND Final Dividend RM 0.005 Dividend Detail

12-Jan-2017 29-Mar-2017 DIVIDEND Interim Dividend RM 0.003 Dividend Detail

05-Dec-2016 19-Dec-2016 BONUS_ISSUE Bonus Issue 1 : 5 Dividend Detail

05-Dec-2016 19-Dec-2016 BONUS_ISSUE Bonus Issue 1 : 10 Dividend Detail

18-Oct-2016 29-Nov-2016 DIVIDEND Second interim dividend RM 0.005 Dividend Detail

21-Jul-2016 28-Sep-2016 DIVIDEND First Interim Dividend RM 0.005 Dividend Detail

29-Jun-2016 27-Jul-2016 DIVIDEND Final Dividend RM 0.005 Dividend Detail

29-Jun-2016 27-Jul-2016 DIVIDEND_SHARE Final Dividend 1 : 100 Dividend Detail

20-Jan-2016 16-Mar-2016 DIVIDEND Interim Dividend RM 0.0050 Dividend Detail

21-Oct-2015 18-Dec-2015 DIVIDEND Second interim dividend RM 0.0060 Dividend Detail

23-Jul-2015 05-Oct-2015 DIVIDEND First Interim Dividend RM 0.0050 Dividend Detail

08-Jul-2015 25-Aug-2015 DIVIDEND Final Dividend RM 0.0050 Dividend Detail

08-Jul-2015 25-Aug-2015 DIVIDEND_SHARE Final Dividend 1 : 100 Dividend Detail

22-Jan-2015 17-Mar-2015 DIVIDEND Interim Dividend RM 0.006 Dividend Detail

20-Oct-2014 23-Dec-2014 DIVIDEND Interim Dividend RM 0.01 Dividend Detail

20-Oct-2014 05-Dec-2014 INTEREST Loan Stock Interest 3.5% Dividend Detail

23-Jul-2014 02-Oct-2014 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail

05-Aug-2014 02-Sep-2014 DIVIDEND Final Dividend RM 0.01 Dividend Detail

22-Jan-2014 17-Mar-2014 DIVIDEND Interim Dividend RM 0.01
23/02/2019 10:57
calvintaneng hollandking calvin, who hire you?
23/02/2019 10:00

Answer see

https://www.youtube.com/watch?v=qF6aBDS3drA
23/02/2019 10:59
calvintaneng See this

JPS Tanakh 1917
Love not sleep, lest thou come to poverty; Open thine eyes, and thou shalt have bread in plenty. (Proverbs 20:13)

OPEN YOUR EYES

YOU SHALL HAVE PLENTY

PLENTY OF PROFITS FROM WHAT YOU SEE

PENGERANG IS FULL OF

OIL TANKS BY DIALOGUE

OIL PIPES BY PANTECH

OPEN YOUR EYES SEE CAREFULLY NOW

https://www.youtube.com/watch?v=r3vjHzVSPqs
23/02/2019 11:41


 

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