Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

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

 

IMMINENT SIGNING OF ECRL IS THE TIME FOR BUYING TALAM TRANSFORM (2259) NOW, Calvin Tan Research

Author:   |    Publish date:


Hi Guys,

TODAY AFTER I  POSTED A BUY CALL ON TALAM I RECEIVED CALLS & WHATASPPS FROM MANY CONCERNED FRIENDS

AND THESE WERE THE QUESTIONS THEY POSTED TO ME

 

1) MY REMISIER SAID TALAM BOSS IS A CROOK. SO CANNOT BUY TALAM SHARES

And This Was My Reply

YES TAN SRI DATUK CHAN WAS THOUGHT TO BE A CROOK. BUT NO MORE NOW. DATUK CHAN IS ALREADY A CHANGED MAN AFTER ACCEPTING JESUS CHRIST AS HIS LORD AND SAVIOUR

SEE

Related image

 

 

3RD FROM LEFT IS TONY TIAH OF TA SECURITIES & FIRST FROM RIGHT IS DATUK CHAN THE BOSS OF TALAM 

 

2) TALAM IS A LOUSY COMPANY SUFFERING LOSSES YEAR AFTER YEAR

CALVIN REPLIES:

CORRECT. AT THE OPERATING LEVEL TALAM HAS BEEN SUFFERING LOSSES FOR A LONG TIME. BUT THE HIDDEN ASSETS OF TALAM ARE GETTING MORE AND MORE VALUABLE AS PRICES HAVE APPRECIATED OVER THE YEARS

SO THE NET NET ASSETS MINUS ALL LIABILITIES IS STILL VERY POSITIVE

 

3) TALAM HAS NO REAL BUSINESS NOW SO IT MIGHT FALL INTO PN17

ANSWER:

TALAM HAS 4 BUSINESSES

1) CONSTRUCTION

2) PROPERTY DEVELOPMENT

3) MANAGEMENT OF MALLS

4) INVESTMENT IN ASSETS LIKE COMMERCIAL/INDUSTRIAL LANDS

OF THE 4 - NO 1 TO NO 3 ARE QUITE BAD. BUT THE SAVING GRACE IS IN TALAM LAND ASSETS IN SERENDAH, DENGKIL & GOMBAK

SO ASSETS APPRECIATION OVER RIDES ALL OTHERS

 

4) IF TALAM GOT SUCH HIGH DEBT OF RM300 MILLIONS THEN TALAM MIGHT NOT SURVIVE?

ANSWER:

TALAM DEBTS ARE BACKED BY HIGH VALUE LAND ASSETS WHICH HAVE APPRECIATED A LOT IN VALUE. SO BY JUST DISPOSING EITHER SERENDAH OR GOMBAK (100 ACRES) WILL BE MORE THAN ENOUGH TO COVER ALL DEBTS (DISPOSE ONE OF THE TWO IS ENOUGH (no need to sell both)  TO COVER DEBTS ALREADY)

 

5) IF TALAM IS GOOD WHY ITS STOCK IS NOT MOVING FOR SO MANY YEARS

ANSWER:

2 STOCKS ALREADY MOVED SOME

1) MAJU PERAK MOVED A LITTLE AS PEOPLE EXPECT PROTON CITY WITH ITS NEW RM1.2 BILLIONS INJECTION BY CHINA GEELY FOR NEW MODEL CAR PRODUCTION

2) BDB WENT LIMIT UP AS TUN DR M SAID THERE WILL BE A RM3 BILLION INVESTMENTS FOR INFRAR, AIRPORT AND OTHERS IN KEDAH

NOW IF THESE 2 STOCKS COULD MOVE BY NEWS OF FRESH INVESTMENTS WHY NOT TALAM?

TALAM'S PRIME LANDBANKS IN SERENDAH & GOMBAK  ARE SITTING AT THE CROSSROADS OF BOOM FROM TG MALIM PROTON CITY IN THE NORTH. AND THE IMPENDING REVIVAL OF THE RM55 BILLIONS ECRL (MAYBE LESS AFTER NEGOTIATION)  WHICH PASSES BY SERENDAH & GOMBAK WHERE THERE IS A MAJOR RAIL INTERCHANGE

IF RM3 BILLIONS JOB AWARD IN KEDAH COULD MAKE BDB GO LIMIT UP WHY NOT A RM55 BILLIONS ECRL WHICH WILL LIFT UP 2 GOLD MINE LANDS OF TALAM IN SERENDAH & GOMBAK?

 

6) HOW TO BUY TALAM WHEN IT SHOWS SO LITTLE VISIBLE EARNINGS

GOOD QUESTION

THE ANSWER FOR INVESTING IN TALAM IS NOT IN ITS EARNINGS

THE MAIN REASON WHY WE INVEST IN TALAM IS BECAUSE OF ITS HIDDEN VALUABLE ASSETS

EXAMPLE ARE THESE

1) BANDAR MALAYSIA WAS ONCE A MILITARY AIRBASE. IT HAS LITTLE COMMERCIAL INCOME AS IT IS AN ASSET USED FOR DEFENSE

NOW CONVERTED TO BANDAR MALAYSIA & AWAITING CONSTRUCTION OF HIGH SPEED RAIL. ITS VALUE WILL UNLOCK SOMEDAY

 

2) BBGS (BUKIT BINTANG GIRL SCHOOL) IN GOLDEN TRIANGLE

HA! IN THOSE DAYS OF 1960s GIRL STUDENTS ONLY PAY RM4.00 SCHOOL FEE FOR A  WHOLE YEAR.

 

FOR ONE WHOLE YEAR YOU GET ONLY RM4.00?

HOW TO MAKE MONEY?

NOT ANYMORE. MALTON HAS REDEVELOPED BBGS INTO PAVILION

LAST TIME MANY YEARS AGO CALVIN VISITED KL

I PARKED MY CAR IN THE FRONT FOYER

AND THE ONE HOUR PARKING FEE WAS RM12.00

WOW! LAST TIME AS A SCHOOL WHOLE YEAR SCHOOL FEE WAS RM4.00

NOW JUST ONE HOUR PARKING COST ME RM12.00!!

HOW COME?

SCHOOL FEE ONE YEAR LAST TIME WAS RM4.00

NOW FOR PARKING AN HOUR IS RM12.00?

SO LOOK AT TALAM IDLE VALUABLE LANDBANKS - SOMEDAY THEY WILL UNLOCK VALUE - IMMENSE VALUE

 

7) THERE ARE SO MANY BETTER SHARES OUT THERE DOING MUCH BETTER THAN THIS TALAM THAT IS QUITE DULL AND ALSO QUITE DEAD

 

ANSWER:

SUCCESS IS NOT WHAT YOU SEE OR THINK

LAST TIME CALVIN SAW VALUE IN PM CORP. ALTHOUGH PM CORP HAS LITTLE VISIBLE EARNINGS ITS ASSETS ARE GROWING AND GROWING UNKNOWN AND UNSEEN

IF YOU WERE TO HAVE BOUGHT PM CORP AT 9 SEN THEN AFTER PM CORP GAVE A CHUN CHUN CASH PAYOUT OF 8 SEN YOUR HOLDING COST FOR PM CORP TODAY IS ONLY 1 SEN (AFTER DEDUCTING 8 SEN CASH PAYOUT FROM 9 SEN)

WHO KNOWS SOME FUTURE DAY IF TALAM COULD DISPOSE ALL ITS HIDDEN ASSETS ALL WHO BOUGHT TALAM AT 4 SEN NOW MIGHT ALSO GET AN 8 SEN  CASH PAYOUT LIKE PM CORP?

NOTHING IS IMPOSSIBLE AS TALAM IS A STOCK WITH HIDDEN ASSETS OF IMMENSE VALUE

 

SUCCESS IS NOT WHAT YOU THINK OR SEE

 

LOOK AT THIS PICTURE

DON'T SEE THE OBVIOUS/ LEARN TO SEE BEYOND THE OBVIOUS

 

Related image

 

LOOK AGAIN AT THE 2 RABBITS

 

ONE RABBIT ON THE RIGHT HAS ALOT OF SHOWY LEAVES

BUT HIS CARROT IS JUST A TINY WEENY BIT

 

THE LEFT RABBIT HAS LITTLE TO SHOW. FROM HIS TINY PLANT

BUT HIDDEN AWAY IS A GIGANTIC CARROT THAT DWARFS HIM

 

SO IS TALAM

 

TALAM MIGHT EVEN BE WORTH MORE THAN BOTH MAJU PERAK & BDB COMBINED!!!

 

BEST REGARDS

 

Calvin Tan Research

 

Joint Venture Date of Approximate value as at + Registered Land/ Description/ Acquisition/ ageof the 31 January # Beneficial Built up Remaining Title proposed JointVenture/ building 2009

No. Owner area acreage No. development Completion Tenure Expiry (Years) 1 Europlus + 2,711.24 2,404.13 G 45083 Lot 15071 Bukit Beruntung 18/12/1991 Freehold N/A N/A... RM637,465,000

Corporation acres HS(D) 18257 PT 771 Town ship Development Sdn Bhd HS(D) 27150 to HS(D) 27200, HS(D) 27301 to HS(D) 27428, PT 7335 to PT 7513 HS(D) 26268 to HS(D) 26325, PT 6353 to PT 6410 HS(D) 26328 to HS(D) 26464, PT 6413 to PT 6549 HS(D) 26001 to HS(D) 26075, PT 6086 to PT 6160 HS(D) 26077 to HS(D) 26230, PT 6162 to PT 6315 HS(D) 26232 to HS(D) 26267, PT 6317 to PT 6352 HS(D) 26231 PT 6316 Part of G 45084 Lot 15070 HS(D) 27430 PT 7515 HS(D) 27431 PT 7516 HS(D) 27433 PT 7518 HS(D) 9203 PT 8356 HS(D) 27479 PT 7564 HS(D) 8246 to HS(D) 8249, PT 7168 to PT 7171 HS(D) 8235 PT 7157 HS(D) 8544 PT 7697 HS(D) 9330 PT 8484 HS(D) 9329 PT 8483HS(D) 9329 PT 8483 HS(D) 9396 PT 8550 HS(D) 10570 PT 7230 HS(D) 10574 PT 7234 HS(D) 10690 PT 7350 HS(D) 9419 to HS(D) 9436, PT 8573 to PT 8590 HS(D) 9437 PT 8591 HS(D) 9763 PT 8917 HS(D) 10155 PT 9309 HS(D) 9762 PT 8916 HS(D) 10154 PT 9308 HS(D) 35776 to HS(D) 35831, PT 12640 to PT 12695 HS(D) 35744 to HS(D) 35775, PT 12608 to PT 12639 HS(D) 35832 to HS(D) 35878, PT 12696 to PT 12742 HS(D) 35689 to HS(D) 35739, PT 12553

 

ABOUT 10 YEARS AGO THE LANDS OF TALAM WERE ALREADY INDIVIDUALLY SUBDIVIDED

RESIDENTIAL/COMMERCIAL/INDUSTRIAL AND CONVERSION FEES WERE PAID

AT THAT TIME IT WAS CLEARLY STATED THAT THE TOTAL LAND VALUE WAS  RM637,465,000B (RM637 MILLIONS

OVER THE DECADE THESE FREEHOLD LANDS HAVE DEPRECIATED AND DEPRECIATED TO BELOW RM200 MILLIONS/

THAT IS ONLY IN ACCOUNTING

TODAY THESE LANDS ARE VALUED AT ONLY RM5.40 PER SQ FT

IN THE REAL WORLD OF THE REAL MARKET PLACE. THESE LANDS ARE MORE THAN RM40 PSF

AND IF ECRL PASSES THROUGH SERENDAH AND GOMBAK (100 ACRES) THEIR PRIICES WILL CONTINUE TO SURGE UP

 

THAT IS WHY YOU GUYS SHOULD DO YOUR PERSONAL INVESTIGATION AND NOT LISTEN TO RUMOURS OR NAYSAYERS

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Labels: TALAMT

Related Stocks

Chart Stock Name Last Change Volume 
TALAMT 0.04 0.00 (0.00%)

  Seek likes this.
 
calvintaneng HERE IS TALAM 2009 YEAR ANNUAL REPORT

PLEASE READ CAREFULLY AND SEE

SCROLL DOWN TO PROPERTIES OWNED BY TALAM

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4322397
20/03/2019 9:16 PM
calvintaneng HOW WILL TALAM EVENTUALLY UNLOCK ITS VALUE

THERE ARE 3

1) CONTINUE DISPOSING ASSETS TO PARE DOWN ALL DEBTS SO THAT TALAM EMERGE AS A VIABLE BUSINESS LIKE DESTINI EMERGED FROM SATANG

2) SELL ASSETS (AT THE DISPOSAL OF PLANTATION ASSETS HARNLERN SUDDENLY WENT LIMIT UP)

3) SINCE TALAM ASSETS ARE SO VERY VERY VALUABLE IT IS ALSO A CANDIDATE FOR TAKE OVER OR PRIVATISATION LIKE

1) TMAKMUR
2) KULIM
3) THE STORE
4) SUPER ENTERPRIZE
5) WEIDA
6) MWE (TOOK PRIVATE BY SURIN. SURIN COULD ALSO PRIVATISE TALAM IF DATUK CHAN NEEDS HELP)
7) DAIMAN
8) SELANGOR PROPERTY
9) MAA
20/03/2019 9:37 PM
Simple man This is definitely a con man!
20/03/2019 11:34 PM
Heavenly PUNTER Unker Calvin, do research on Econpile please
20/03/2019 11:44 PM
calvintaneng Heavenly PUNTER Unker Calvin, do research on Econpile please
20/03/2019 23:44

i JUST TOOK A BRIEF LOOK AT ECONPILE LATEST QUARTER

I THINK I SEE SOME RED FLAGS IN ECONPILE

1) ITS REVENUE WAS RM140 MIL PLUS BUT ITS COST OF SALES OVER RM160 MIL PLUS

HOW COME THE COST OF WORK IS MORE THAN ITS INCOME

THIS SHOWS THAT ECONPILE WIN JOBS BY BIDDING FAR BELOW ITS COSTS
EITHER THEY CAN'T CALCULATE WELL OR FAIL TO REIGN IN COST

2) ECONPILE HAS ONLY NTA OF 20 PLUS SEN. THERE IS NO NTA SUPPORT AS A MARGIN OF SAFETY

3) I SEE ECONPILE SECURED 3 FRESH JOB AWARDS. SO FAST GETTING SO MANY JOBS
BUT IF THESE JOBS DO NOT GENERATE REAL BENEFIT FOR THE COMPANY IT WILL BE LIKE A SHOW JUST LIKE THE RUBBISH COMPANY CALLED VIVOCOM

CALVIN SUGGEST FIRST THING TOMORROW MORNING YOU JUST SELL AWAY ALL ECONPILER SHARES AND GO BUY

1) PRESTAR

2) TALAM

3) T7 GLOBAL
21/03/2019 1:46 AM
king36 @ Posted by calvintaneng > Mar 20, 2019 09:16 PM | Report Abuse

HERE IS TALAM 2009 YEAR ANNUAL REPORT

Calvin sifu, the Report dated 2009. Still valid in 2019 kah?
Also Latest QR still show loss and reduced Revenue.
How?
Pls advice.
TQ.
21/03/2019 2:14 AM
ciaksai QR is loss every qtr true. If what conman write is true shit also nice to eat haha.

Posted by king36 > Mar 21, 2019 02:14 AM | Report Abuse
@ Posted by calvintaneng > Mar 20, 2019 09:16 PM | Report Abuse
HERE IS TALAM 2009 YEAR ANNUAL REPORT
Calvin sifu, the Report dated 2009. Still valid in 2019 kah?
Also Latest QR still show loss and reduced Revenue.
How?
Pls advice.
TQ.
21/03/2019 2:48 AM
calvintaneng King36

I purposely highlighted year 2009 annual report to show 2 things

1. To show that Talam lands listed then are already in individual title and not from a master title

Why?
Answer:
A master title is just one big piece undivided into subplots
Usual practice in holding agricultural land plots

Whereas when you see a master title that has been subdivided into each and separate small units then you know the land usage has already been changed to either residential, commercial or industrial or a combination of 2 or more

So a land record with individual Sun plots like Talam has is more valuable

1. To show that the land is desirable for better and higher value use than just agriculture

2. To also highlight that Talam land value was worth Rm637 millions just for one piece

Now in year 2019 they just lumped all the lands as one and also depreciated the price to less than Rm200 millions

So anyone who is careless and fail to investigate will not be able to see that Talam has deep hidden value
21/03/2019 5:17 AM
calvintaneng Qr show loss or reduced revenue is immaterial by as the focus of investing in Talam is in its assets of immense value
21/03/2019 5:18 AM
calvintaneng Ciaksai

Conman here and conman there

Nobody can con you lah

Unless you are so brainless as to go and ciaksai like a lunatic
21/03/2019 5:20 AM
calvintaneng OIL AND GAS STOCKS TAKING A BREATHER UNTIL MAY RESULTS

MAY RESULTS GOOD WILL BOOST OIL AND GAS BULL RUN FURTHER

MEANWHILE BY APRIL ECRL WILL CAUSE THESE STOCKS TO COME INTO FOCUS

AZRB

T7 GLOBAL

LAFARGE

MASTEEL

PRESTAR

TALAM

ANY OF THE ABOVE JUST BUY SOME ON WEAKNESS

SINCE TALAM IS THE TOTAL BOMBED OUT LAGGARD TO BUY NOW IS CHEAP

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/198797.jsp
21/03/2019 12:30 PM
calvintaneng ABOUT 10 YEARS AGO THE LANDS OF TALAM WERE ALREADY INDIVIDUALLY SUBDIVIDED

RESIDENTIAL/COMMERCIAL/INDUSTRIAL AND CONVERSION FEES WERE PAID

AT THAT TIME IT WAS CLEARLY STATED THAT THE TOTAL LAND VALUE WAS RM637,465,000B (RM637 MILLIONS

OVER THE DECADE THESE FREEHOLD LANDS HAVE DEPRECIATED AND DEPRECIATED TO BELOW RM200 MILLIONS/

THAT IS ONLY IN ACCOUNTING

TODAY THESE LANDS ARE VALUED AT ONLY RM5.40 PER SQ FT

IN THE REAL WORLD OF THE REAL MARKET PLACE. THESE LANDS ARE MORE THAN RM40 PSF

AND IF ECRL PASSES THROUGH SERENDAH AND GOMBAK (100 ACRES) THEIR PRIICES WILL CONTINUE TO SURGE UP
21/03/2019 3:59 PM
calvintaneng ECRL WHEN SIGNED WILL CONNECT SERENDAH AND GOMBAK TO EAST COAST OF WEST MALAYSIA AS WELL AS PORT KLANG

LINK TO 3 PORTS ALL LAND VALUE WILL APPRECIATE UPWARD

TALAM ALREADY SO UNDERVALUE WILL THEN BE A GREAT BUY FOR ALL ITS HIDDEN ASSETS

LAST YEAR WHEN CALVIN SAW CARIMIN GOING TO DO WELL

CALVIN BOUGHT CARIMIN AT 39 SEN AND THERE WERE THOSE WHO SAID CARIMIN AT 39 SEN ALSO DON'T BUY

SEE HOW MUCH CARIMIN (CURRYMEE GONE UP)

TALAM SO CHEAP AT 4 SEN WHY CANNOT BUY IF BOSS DARE TO BUY AT 11 SEN

TALAM AT 4 SEN IS MUCH CHEAPER THAN BOSS SON BUYING AT 8.5 SEN

JUST YOU YOUR BRAIN AND THINK THEN DECIDE
21/03/2019 4:43 PM
calvintaneng NO NEED HELP CALVIN WHEN CALVIN BOUGHT CARIMIN AT 39 SEN

JUST HELP YOURSELVES TO GET A GREAT BARGAIN STOCK

ECRL WHEN SIGNED WILL CONNECT SERENDAH AND GOMBAK TO EAST COAST OF WEST MALAYSIA AS WELL AS PORT KLANG

LINK TO 3 PORTS ALL LAND VALUE WILL APPRECIATE UPWARD

TALAM ALREADY SO UNDERVALUE WILL THEN BE A GREAT BUY FOR ALL ITS HIDDEN ASSETS

LAST YEAR WHEN CALVIN SAW CARIMIN GOING TO DO WELL

CALVIN BOUGHT CARIMIN AT 39 SEN AND THERE WERE THOSE WHO SAID CARIMIN AT 39 SEN ALSO DON'T BUY

SEE HOW MUCH CARIMIN (CURRYMEE GONE UP)

TALAM SO CHEAP AT 4 SEN WHY CANNOT BUY IF BOSS DARE TO BUY AT 11 SEN

TALAM AT 4 SEN IS MUCH CHEAPER THAN BOSS SON BUYING AT 8.5 SEN

JUST YOU YOUR BRAIN AND THINK THEN DECIDE
21/03/2019 4:45 PM
calvintaneng Word is out
Signing for Ecrl is April 2nd
23/03/2019 10:57 AM


 

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