Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

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

 

ECRL (East Coast Rail Link) The Time for TalamT to see Value Unlocked by Its Gold mine Landbanks, Calvin Tan Research

Author:   |    Publish date:


Hi guys,

Just less than 10 days the much talked about ECRL might revive again. Among its Top beneficiaries are AZRB, T7 Global, Prestar, Masteel, Lafarge & Talam

I have chosen the last to be first - TalamT or Talam Transform

Why TalamT?

Answer:

BECAUSE THIS IS THE MOST MISUNDERSTOOD STOCK OF ALL. THEREFORE THE URGENT NEED TO SHOW THE REASON WHY WE CAN SEIZE THE MOMENT TO BUY WHILE IT IS STILL DIRT CHEAP!!

AND THESE ARE THE SALIENT FACTORS TO BUY TALAM NOW

 

1) TALAM IS AN ASSET PLAY (Like Focal Aims at 11 sen & Tebrau Teguh at 10 sen)

What is an Asset Play?

An Asset play is one which we buy for its Intrinsic NET NET Value as opposed to Earnings & Dividends

In fact Asset Play sometimes bleed losses or are not performing

Take the Pudu Jail in KL CBD for example

For many years this is a place to keep & feed prisoners. It produces zero revenue but caused a lot of expense.

So Pudu Jail does not give Earnings or Dividends

Then one day Govt decides to privatise PUDU JAIL & Change in into a Commercial Enterprize

HA!! PUDU JAIL IS SUDDENLY TRANSFORMED INTO THE MOST DESIRABLE PRIME PLOT OF REAL ESTATE IN KL

 

So is TALAMT! Talam is Now Tranforming like PUDU JAIL Into Great Great Value!!

1) Tranformation coming from Proton City of Tanjung Malim Boom & Expansion

Geely has indicated it will expand Proton Production from 400,000 to 1,000,000 units for sale to ASEAN 10 -  620 Million Populations

Another good news is Tun Dr Mahathir has signed Proton Jv with Pakistan Govt for Proton Assembly Plant there

So there will be an increase of Production for engines, car bodies & parts in Tanjong Malim for export to Pakistan for re - assembling. Lots more lands & workers will be needed in Tanjong Malim

So will DRB - HICOM (Owner of Proton City)  JV With TALAM For its Industrial Landbanks in Bkt Beruntung & Bkt Sentosa or SERENDAH?

DRB through POS is already in Top 30 Shareholders of TALAM

See (Refer to Talam AR 30 Top Shareholders

(23) POS MALAYSIA BERHAD 11,637,000.... 0.28%

POS has 11.6 Million Talam shares

 

2) TalamT is giving out 10% paid up capital at 4.5 Sen (Premium of 10% above share price) means Entities are willing to pay more for Talam PP shares

Now the Actual Cost of Talam total value is only Rm160 Millions although people think Talam has huge paid up Capital of 4 billion shares

At 4 sen a share 4 billions only worth Rm160 millions

"Everybody knows the price and 4 billion shares but not everyone knows about its value" So don't ignorantly shout 4 billion shares when in actual fact it is a mere Rm160 Millions in total value!!

CALVIN THINKS RM160 MILLIONS FOR THE ENTIRE COMPANY OF TALAM IS A ROARING BARGAIN

And 10% at 4.5 sen will bring in Rm18 millions - which is for temporal expenses till Bigger Things are Achieved.

Another revelation is the debt of Talam has been pared down to a mere Rm109 Milions (From over half Billions years back) WELL DONE DATUK CHAN & TALAM STAFF!!

 

3) TALAM HAS 2 PRIME ASSETS ALONG THE ECRL ROUTE FROM PORT KLANG TO TUMPAT IN KELANTAN

ECRL PASSES THROUGH SERENDAH WHERE TALAM HAS THE MOST LANDS & ASSETS

ECRL ALSO HAS A MAJOR TRAIN STOP IN GOMBAK

GOMBAK IS ENVISAGED TO HAVE ECRL TRAIN STOP, MRT, LRT & BUS INTERCHANGE ALL COMBINED TO MAKE IT A MAJOR TRANSPORT HUB

AND TALAM HAS A WONDERFUL PRIME PRIME PLOTS OF LANDS HERE - ABOUT 100 ACRES

Current Price of Land in Gombak already Rm80 psf

See 100x43,560 = 435,600 sq

If psf is Rm80 then = Rm349 Millions

Minus Rm109 Millions Debt TALAM WILL HAVE A CASH SURPLUS OF RM230 MILLIONS

And 230 Milllons minus Paid up Capital of Rm160 Millions = Rm70 millions Net Cash

Net cash of Rm70 millions over Rm160 milllions is already 43% just by selling Gombak lands.

 

4) NOW LET'S GO TO TALAM TOP 10 PROPERTIES AND SEE AGAIN THE HIDDEN GOLD MINES

1 Europlus Berhad + # Mukim Serendah Daerah Ulu Selangor Bandar Bukit Beruntung Negeri Selangor

* 178.41 ACRES  Town ship Development Bukit Beruntung

17/02/2015 Freehold  Rm 41,934,000

This piece of (TOWNSHIP DEVELOPMENT LAND) Has a Book Value of Only Rm5.40 psf

What is the True Value Today?

Add Rm25 psf for landscaping like leveling hill, removing stones, boulders, dead roots, installing drainage system

Add Rm5 for conversion from bare land or agricultural land to "DEVELOPMEMT LAND" Status

So Rm5.40 + Rm30 = Rm35.40 Psf (Current cost but not current market value which should be higher)

If we take this Cost Only Value (Not current market Value) 

178.41 Acres convert to psf x 43,560 =7,771,539.6 sq ft

 

So 77,715,396 x 35.40 = 275,112,501.84

 

RM275 MILLIONS

Divides by 4,000,000,000 = 6.875 Per share

This is already another Extra 6.8 sen

 

Let's see next

 

 

2 Talam Transform Berhad + Mukim Serendah Daerah Ulu Selangor Bandar Bukit Sentosa Negeri Selangor

* 120.18 ACRES  Bukit Sentosa III Development of industrial, residential and commercial development

29/10/1994 Freehold  Rm 54,850,000

This is a 120.18 ACRES of Freehold industrial, residential and commercial development lands

bought in year 29/10/1994 Freehold  Book Value is Rm 54,850,000

How much Book Value Psf?

54,850,000 divides by 120.18 = 456398.73523 per acre

Divides further to sq ft

456398.73 divides by 43560 = Rm10.47 psf

This is a Converted Duty Paid

 Freehold industrial, residential and commercial development lands

 

Let's take a look at Land Prices in Serendah

 

 

 

 

 

 

 

Serendah, Hulu Selangor, Selangor

  • 5770 sqft (land)
  • RM 49.39 psf
  • Residential Land

 

From the above we can see that Residential Land Prices already advertised for sale at Rm49 psf

 

 

NOW TALAM LANDS ARE NOT JUST RESIDENTIAL - THEY ARE A MIX OF COMMERCIAL & INDUSTRIAL

So let's take same price of Rm49.00 psf

So 120.18 x 43560 x 49 = 

256,516,999.2 And another 6.4 sen Cash Value

Tired already & now past 12 midnight

Go calculate 9 more listed assets yourselves Ok?

 

LAST TIME FOCAL AIMS WAS ONLY 11 SEN IN YEAR 2009

AFTER ECOWORLD TOOK OVER FOCAL AIMS & RENAMED IT TO ECOWORLD SHARE PRICE ROCKETED UP TO OVER RM4.00

 

TEBRAU TEGUH WAS ONLY 10 SEN IN YEAR 2003

AFTER IWCITY TOOK OVER PRICE SHOT UP TO RM3.00

HOW MUCH WILL TALAM GO UP IF SOME ENTITIES TAKE TALAM PRIVATE SOME DAY?

 

 

BEST REGARDS

 

Calvin Tan Research

Singapore

 

Please buy/sell after doing your own due diligence

 

Image result for ecrl map

Serendah, Hulu Selangor, Selangor

  • 5770 sqft (land)
  • RM 49.39 psf
  • Residential Land
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newbird33 Brother,dun simply inflate the figure by 10 times. 178.41 x 43,560 = 7,771,539.6 sq ft
24/03/2019 11:41 PM
calvintaneng Posted by newbird33 > Mar 24, 2019 11:41 PM | Report Abuse

Brother,dun simply inflate the figure by 10 times. 178.41 x 43,560 = 7,771,539.6 sq ft

Thanks

You are awake
24/03/2019 11:42 PM
calvintaneng In Malaysia journalism is really behind time like a 3rd world

NO pro active reporting on Ecrl potential stocks
Only focus mag touched on T7 global

THE rest are just re active. They like the 3 stupid UBs react to Dayang price surge

Dayang has run ahead of its fundamental. Its future earnings might yet support its price rise.

As for edgedaily, star paper, nst, malay mail, the sun, China press, nanyang press, sin chiew and even busy weekly there are just echoes or cut and pastes

So lawyah journalism
25/03/2019 11:03 AM
calvintaneng 3 IBs report on dayang After price surged

Where were they hiding all along the oil and gas bull run?

Okok they are at least better than those who missed and are nonchalant.
25/03/2019 11:05 AM
calvintaneng Now the next hot hot investment theme will be

ECRL related stocks

Just like carimin(currymee) was the forerunner of the oil and gas bull run

These are going to run first

Azrb, T7 global got both ecrl and OnG plays

Prestar, Lafarge and masteel are construction material support

TalamT is the asset gold mine play
25/03/2019 11:08 AM
calvintaneng Countdown to Ecrl signing less than 10 days now

NO media and no IBs are excited?

Sure proves that they are all re active and not pro active reporting

Everyone is doing little or nothing
25/03/2019 3:33 PM
calvintaneng 8 days countdown to signing ecrl
25/03/2019 6:00 PM
speedlikecy any source that saying to sign ECRL in 8 days?
25/03/2019 6:03 PM
calvintaneng ECRL (EAST COAST RAIL LINK) GUARDRAILS/WHEEL BARROWS OF PRESTAR WILL DO WELL, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/199507.jsp
25/03/2019 10:15 PM


 

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