Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sun, 21 Apr 2019, 11:02 AM

 

LIST OF O&G COMPANIES AND THEIR TRUE STATUS (Calvin thinks Some are Great)

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Problem Malaysia oilgas company.

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Investing oilgas company becareful,most of them problem facing huge debt,financial losses , low contract and low cashflow !

 

 

 

Market cap Company Price 2015 2016 2017 2018 Cash Debt
1.14b armada 0.195 -171.39m -1.940b 4.92 m -2.31b 1.22b 7.98b
138.66m alam 0.15 -1981m -144.76m -145.84m -171.60m 82.12m 122.43m
96.11m barakah 0.115 5.59m 16.36m -216.72m -61.60m 44.97m 174.23m
223m carimin 0.955 -2.79m 6.288m -24.35m -4.5m 21.43m 58.55m
1.611b dayang 1.67 202.01m 78.68m -63.83m 148m 201.73m 1.06b
20.42m daya 0.01 -2.78m -200.9m -17.59m -170m 68.21m 233.45m
449m deleum 1.12 71.15m 49.76m 54.02m 29.82m 134.91m 63.19m
18.33b dialog 3.26 370.45m 368.72m 448.76m 502.1m 1.11b 1.68b
244m eatech 0.485 23.68m 21.54m -131.90m 90.36m 13.78m 400m
63m handal 0.395 11.42m -11.40m 0.28m -9.2m 3.18m 24.87m
1.65b hibiscus 1.04 -45.27m 56.32m 62m 331.9m 203.84m 14.33m
123m icon 0.105 -363.5m -149.82m -49.92m -437.7m 52.65m 650.51m
228m kub 0.41 28.53m 32.33m 40m 2.14m 123.43m 170.93m
308m knm 0.13 124m -316.64m -28.83m -787.7m 411.15m 1.47b
1.36b mhb 0.85 22.5m -135m 11m -124m 589m 48.35m
76m m&g 0.105 6.44m -131.16m -367.8m -61.71m 18.04m 974.96m
- perisai suspend -661.2m -339.12m -308.58m -513.20m 42.26m 1.253b
361m perdana 0.465 -115.60m -28.04m -181.94m -40.91m 36.55m 633.25m
363m penergy 1.13 59.42m -124.48m -46.62m -20.99m 94.37m 123.52m
367m reach 0.335 -15.95m 119.307m -121.73m -60.76m 48.8m -
54m scomi 0.05 105.45m 25.79m -158.62m -271.60m 66.68m 685m
175m scomies 0.075 107.39m 11.99m -126.61m -144.31m 65.96m 194m
5.75b sapnrg 0.36 1.615b -712.64m -385.24m -2.58b 689m 17.72b
42m sumatec 0.01 30.23m -29.79m -59.67m -2.74m 0.14m 35.08m
72.88m thheavy 0.065 -53.40m -452.01m -116.07m -139.9m 60.98m 149m
222m t7global 0.53 -73.80m 3.09m 9.8m 10.82m 36.35m 39.91m
332m uzma 1.04 22.54m 50.53m 20.08m 21.34m 76.79m 471m
2.5b velesto 0.305 -349.39m -1.181b -1.133b -18.76m 229.92m 1.43b
604m waseong 0.78 35.7m -225.86m 122.60m 59.86m 156.36m 847m
4.95b yinson 4.53 279.38m 296.46m 213.17m 249.74m 1.06b 2.79b

 

PN17 : daya,thheavy,sumatec
 

 

m= millions
b=billions

 

AZRB ALSO IN ON SHORE OIL & GAS SUPPORTING INDUSTRY

Market cap Company Price 2015 2016 2017 2018 Cash Debt
1.14b armada 0.195 -171.39m -1.940b 4.92 m -2.31b 1.22b 7.98b
138.66m alam 0.15 -1981m -144.76m -145.84m -171.60m 82.12m 122.43m
96.11m barakah 0.115 5.59m 16.36m -216.72m -61.60m 44.97m 174.23m
223m carimin 0.955 -2.79m 6.288m -24.35m -4.5m 21.43m 58.55m
1.611b dayang 1.67 202.01m 78.68m -63.83m 148m 201.73m 1.06b
20.42m daya 0.01 -2.78m -200.9m -17.59m -170m 68.21m 233.45m
449m deleum 1.12 71.15m 49.76m 54.02m 29.82m 134.91m 63.19m
18.33b dialog 3.26 370.45m 368.72m 448.76m 502.1m 1.11b 1.68b
244m eatech 0.485 23.68m 21.54m -131.90m 90.36m 13.78m 400m
63m handal 0.395 11.42m -11.40m 0.28m -9.2m 3.18m 24.87m
1.65b hibiscus 1.04 -45.27m 56.32m 62m 331.9m 203.84m 14.33m
123m icon 0.105 -363.5m -149.82m -49.92m -437.7m 52.65m 650.51m
228m kub 0.41 28.53m 32.33m 40m 2.14m 123.43m 170.93m
308m knm 0.13 124m -316.64m -28.83m -787.7m 411.15m 1.47b
1.36b mhb 0.85 22.5m -135m 11m -124m 589m 48.35m
76m m&g 0.105 6.44m -131.16m -367.8m -61.71m 18.04m 974.96m
- perisai suspend -661.2m -339.12m -308.58m -513.20m 42.26m 1.253b
361m perdana 0.465 -115.60m -28.04m -181.94m -40.91m 36.55m 633.25m
363m penergy 1.13 59.42m -124.48m -46.62m -20.99m 94.37m 123.52m
367m reach 0.335 -15.95m 119.307m -121.73m -60.76m 48.8m -
54m scomi 0.05 105.45m 25.79m -158.62m -271.60m 66.68m 685m
175m scomies 0.075 107.39m 11.99m -126.61m -144.31m 65.96m 194m
5.75b sapnrg 0.36 1.615b -712.64m -385.24m -2.58b 689m 17.72b
42m sumatec 0.01 30.23m -29.79m -59.67m -2.74m 0.14m 35.08m
72.88m thheavy 0.065 -53.40m -452.01m -116.07m -139.9m 60.98m 149m
222m t7global 0.53 -73.80m 3.09m 9.8m 10.82m 36.35m 39.91m
332m uzma 1.04 22.54m 50.53m 20.08m 21.34m 76.79m 471m
2.5b velesto 0.305 -349.39m -1.181b -1.133b -18.76m 229.92m 1.43b
604m waseong 0.78 35.7m -225.86m 122.60m 59.86m 156.36m 847m
4.95b yinson 4.53 279.38m 296.46m 213.17m 249.74m 1.06b 2.79b

 

 

Great ones are Penergy, T7 Global & MHB

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  2 people like this.
 
calvintaneng SEE T7 GLOBAL GOT PROFITS FOR LAST 4 QUARTERS
22/03/2019 9:46 PM
yip_net Deleum is the best of the best.
22/03/2019 11:49 PM
ran777rpt Good job, Calvin. Thanks
22/03/2019 11:58 PM
calvintaneng Thks

Credit goes to

Author: muze

Calvin just borrowed from him

As for Deleum it is consistent with dividends. One counter also very consistent in paying dividend is Pantech. This Pantech better than Deleum
23/03/2019 12:02 AM
calvintaneng PENERGY HIGHLIGHTED IN YELLOW BETTER THAN DELEUM

See Penergy profit

Increased from 94.37m to 123.52m (Shaded yellow)


DELEUM profit

Decreased from 134.91m 63.19m (Shaded green)

SO PENERGY SHOWS INCREASING PROFIT WHILE DELEUM SHOWS DECREASING PROFIT

MAY 2019 MIGHT SHOW PENERGY GARNERS ANOTHER FANTASTIC QUARTER!!
23/03/2019 12:07 AM
calvintaneng T7 GLOBAL MIGHT BREAK OUT INTO MULTI YEAR HIGH PROFITS ALL THROUGH 2019 To 2021

T7 GLOBAL PRICE MIGHT JUMP LIKE CARIMIN, DAYANG, NAIM OR PENERGY
23/03/2019 12:11 AM
calvintaneng VELESTO WILL ALSO SPRING GREAT SURPRISE FOR YEAR 2019

1) MORE RIG JOBS FROM 15 to 25 & UP TO 29 OIL RIGS (SO AN INCREASE OF 40% TO 93% FOR VELE VELE GOOD VELESTO)

2) HWUs Works will Double
ANOTHER BIG PLUS

VELESTO SHOULD DOUBLE OR TRIPLE INPRICE
23/03/2019 12:14 AM
calvintaneng AND NOT INCLUDED IN THE LIST IS ANOTHER GREAT STOCK = AZRB

A to Z BHD (Everything also got from Toll Road to Teaching Hospital to Construction of MRT, to Marine Oil Supply to Plantation to Kemaman Marine Oil Hub

BUT THE BIGGEST BONANZA WILL BE TOK BALI THE MAJOR UPCOMING OIL HUB THAT WILL RIVAL BINTULU PORT

SO AZRB ALSO EXPECTED TO SHOOT PASS RM1.00
23/03/2019 12:17 AM
calvintaneng DIALOG ALSO GROWING BY LEAPS & BOUNDS
23/03/2019 12:18 AM
slts sap a small petronas is a billion dollar co.
the rest r small fishes
its gearing have came down from 1.7x to 0.5x
ur info not r updated
23/03/2019 8:38 AM
birkincollector wat happened to ur fast and furious Destini?
23/03/2019 9:47 AM
Beary Thanks Calvin.

After loading up on BJcorpse, L&G, CBIP and Jtiasa I am now broke.

Monday I'll go exchange my kidney for some t7global.
23/03/2019 10:22 AM
ochai nice 1 @beary.. kidney for hire!!! hahaha
23/03/2019 10:24 AM
YLR33 REACH have more than 300m liability need pay to corporate share holder in subsidiary, can this consider debt free??

Take all infor with pint of salt.
shall only trust quarter report and annual report information
23/03/2019 10:27 AM
YLR33 need pay more than 300m before 31dec2019
23/03/2019 10:31 AM
calvintaneng Destini and Azrb both have other businesses. They are not pure oil and gas players just like Naim is in oil and gas through dayang
23/03/2019 12:46 PM
calvintaneng All oil and gas will do very well this year unless they are bogged down by high debts
23/03/2019 12:47 PM
Foogo90 Guy, got whatspp group for sharing? Sharing and learning from chun chun Calvin
23/03/2019 1:04 PM
Leoleo calvin sumatec debt only 35.08 M ? are you sure ?
23/03/2019 4:11 PM
Leoleo Does this mean OSV player like Alam will have more contracts ?

What do you think about Alam ? any comment ?


calvintaneng VELESTO WILL ALSO SPRING GREAT SURPRISE FOR YEAR 2019

1) MORE RIG JOBS FROM 15 to 25 & UP TO 29 OIL RIGS (SO AN INCREASE OF 40% TO 93% FOR VELE VELE GOOD VELESTO)

2) HWUs Works will Double
ANOTHER BIG PLUS

VELESTO SHOULD DOUBLE OR TRIPLE INPRICE
23/03/2019 12:14 AM
23/03/2019 4:14 PM
calvintaneng Posted by Leoleo > Mar 23, 2019 4:11 PM | Report Abuse

calvin sumatec debt only 35.08 M ? are you sure ?


In latest sumatech report the term loan is Rm35 millions
23/03/2019 4:51 PM
calvintaneng Leoleo

Thheavy, daya & sumatech are under Pn17. Alam, Barakah & Perisai have high debts

So better avoid

Look for these which have clean balance sheets

1) Penergy

2) T7 Global

3) AZRB

4) Pantech

5) Velesto

6) Destini

7) MHB
23/03/2019 4:59 PM
johnny cash Thanks Calvin, this helps many.. Great job, keep it up
23/03/2019 5:58 PM
johnny cash Calvin do you have whatsapp or telegram number, please add me, +60193629402
23/03/2019 6:00 PM
johnny cash 1) Penergy

2) T7 Global

3) AZRB

4) Pantech

5) Velesto

6) Destini

7) MHB

CALVIN IF YOU ARE GOING TO PICK ONLY ONE, WHICH THAT WILL BE, AND WHY???
23/03/2019 6:03 PM
calvintaneng Posted by johnny cash > Mar 23, 2019 6:00 PM | Report Abuse

Calvin do you have whatsapp or telegram number, please add me, +60193629402

I joined this group of whataspp friends

You may go there

012 2705319
23/03/2019 6:05 PM
johnny cash Calvin do you have any groups whatsapp or telegram?
23/03/2019 6:06 PM
calvintaneng Posted by johnny cash > Mar 23, 2019 6:03 PM | Report Abuse

1) Penergy

2) T7 Global

3) AZRB

4) Pantech

5) Velesto

6) Destini

7) MHB

CALVIN IF YOU ARE GOING TO PICK ONLY ONE, WHICH THAT WILL BE, AND WHY???

ALL ARE GOOD

HARD TO SAY WHICH IS BEST

Just buy a little of everyone
23/03/2019 6:06 PM
johnny cash Calvin if you are going to pick one oil n gas counter, which that will be
23/03/2019 6:08 PM
johnny cash Thanks calvin nice of you
23/03/2019 6:16 PM
calvintaneng Not one only

Pick these whlie cheap

1) T7 Global (Very cheap)

2) Destini *(Very great)

3) Penergy (2 OGSE jobs given. Might beat dayang )

4) Velesto (HWUs & Oil Rigs champion. Superb)

5) AZRB )Tok Bali Oil Hub. Super Growth)
23/03/2019 6:18 PM
sweet Dayang
23/03/2019 6:19 PM
calvintaneng Listen to this

https://www.youtube.com/watch?v=KPrf-svWUAQ
23/03/2019 6:21 PM
calvintaneng Another good song

https://www.youtube.com/watch?v=ZqN9aS2S3L0
23/03/2019 6:27 PM
calvintaneng Hi guys

Don't listen to what Calvin say or whoever say

STUDY THE DETAILS VERY VERY VERY CAREFULLY YOURSELF

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/199300.jsp
24/03/2019 11:06 PM


 

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