Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sat, 22 Feb 2020, 11:27 PM

 

MCMC FIRED 1ST SALVO WITH RM290 MILLIONS NFCP1 JOB AWARDS & MORE TO COME, Calvin Tan Research

Author:   |    Publish date:


Hi guys

 

Today MCMC has finally listed the successful tenderers for NFCP 1

 

MAXIS WON 102 sites @ 67% WHILE UMOBILE WON  50 sites @ 33% M

See

https://www.nfcp.my/Nfcp/media/Docs/NFCP-1_Award-and-commencement-of-project.pdf

 

Now let's calculate BINACOM THE LEADER THAT HAS RUN UP FIRST

 

TOTAL CASH RM290 MILLIONS FUNDED BY GOVT MAXIS WON 67% OR RM194 MILLIONS

ASSUMING THAT MAXIS DISH OUT ALL TO BINACOM

IT WILL TRANSLATE TO HOW MUCH EPS

For that let us look at BINACOM last Qtr report

 

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2019

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2019
30 Sep 2018
30 Sep 2019
30 Sep 2018
$$'000
$$'000
$$'000
$$'000
1 Revenue
11,627
13,099
11,627
13,099
2 Profit/(loss) before tax
1,523
2,531
1,523
2,531
3 Profit/(loss) for the period
1,178
1,873
1,178
1,873
4 Profit/(loss) attributable to ordinary equity holders of the parent
1,117
1,938
1,117
1,938
5 Basic earnings/(loss) per share (Subunit)
0.43
0.75
0.43
0.75
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.2900
 

 From the above we can see that Revenue was Rm11.6 millions for one qtr while Profit is Rm1.11 which is about 10%

 

So to calculate estimated profit

 

Rm19,400,000 (10%) divides by 1,117,000 x 0.43

= 7.46 sen

Or 7.5 sen to the nearest decimal

 

Now if we take P/E 10 ration Binacom should be rerated at 75 sen per share

And if we take P/E 16 then it will be rerated to Rm1.12 sen

Now all must remember that TOTAL NFCP IS RM50.3 BILLIONS

SO CAN EXPECT BINACOM AS WELL AS REDTONE (U MOBILE), OPCOM, NETX & SACOFA 

TO GET JOBS FROM 

 

1) NFCP 2 To NFCP 

2) TELEKOM TENDERS (AS TELEKOM GIVEN RM10.8 BILLIONS CASH INFUSION

3) ALL OTHER TELCOS COMBINED = RM10.8 BILLIONS

 

IF BINACOM AS WELL AS OTHER TELCOS SECURE JOBS PROGRESSIVELY FOR THE NEXT 4 YEARS

HOW FAR AND HOW HIGH ALL THE NFCP BULL RUN STOCKS WILL RISE TO?

THAT WILL BE A RM50.3 BILLIONS QUESTION???

 

BEST REGARDS

Calvin Tan Research

Singapore

 

Please buy or sell after doing your own due diligence

 

THESE ARE THE STOCKS THAT WILL SEE MORE ACTION

BINACOM, NETX, REDTONE, OPCOM & CMSB (SACOFA)

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  2 people like this.
 
calvintaneng NOTE:

Starting with Binacom

If profit from revenue expected to be 10%

Then Rm50.3 BILLIONS WILL TRANSLATE TO A PROFIT OF RM5.03 BILLIONS PROFIT AMONG NFCP UPSTREAM PLAYERS

To be shared by

BINACOM = STAFF STRENGTH ABOUT 300 WORKERS

REDTONE = STAFF STRENGTH ABOUT 333 WORKERS

NETX = STAFF STRENGTH ABOUT 80 WORKERS

CMSB SACOFA = STAFF STRENGTH MORE THAN 1,000

OPCOM = STAFF STRENGTH = NOT FIXED AS YET - DEPENDING ON JOB AWARD

BUT GOING TO BE VERY HUGE AS OPCOM HAS APPOINTED 2 CEOs

OTHERS ARE OCK & GPACKET
14/02/2020 1:36 PM
Philip (Can I advise you?) as expected netx get nothing...

edotco main supplier of tower erection and supply in sabah and sarawak is weida towers sdn bhd and weida works sdn bhd.

Their relation has been around for the last 3 mcmc tenders.

What did netx get? nothing in nfcp phase 1 (tower erection not netx specialty), and especially not phase 2( maxis deal direct with nokia, umobile also directly with huawei, and edotco using solution from huawei from network equipment). do you think huawei want to go through netx and give discount when they can directly collect more revenue and win tender with maxis, edotco and umobile directly?

Why let netx earn monies when supply, installation and testing commisisoning huawei can do themselves directly?

You think properly la.

Nothing for NETX.

Too bad.
14/02/2020 1:37 PM
calvintaneng Both Netx and OPcom are not in NFCP1 tenders which only totalled Rm290 Millions

Out of Rm50.3 BILLIONS Rm290 millions only less than 1%

NETX WILL GET ITS JOB AWARDS FROM TELEKOM TOGETHER WITH OPCOM

IN YEAR 2009 OPCOM GOT RM359 MILLIONS FIBER OPTIC ORDERS FROM TELEKOM WHICH CAUSED DOUBLE LIMIT UP!!

NETX THRU ITS SUBSIDIARY ARAINTEC GOT RM19.7 JOB AWARD FROM TELEKOM WHICH RESULTED IN 6 LIMIT UPs FROM 4 SEN TO THE HIGH OF 27 SEN

SO JUST WAIT
14/02/2020 1:43 PM
Philip (Can I advise you?) BULLSHIT. THE RESULTS ARE ALREADY OUT AND NETX IS OUT OF THE PICTURE, DESPITE CALVIN TAN ENG YEE SAYING WAIT FOR FEBRUARY FOR GOOD NEWS AND COMING NEWS UP (DO YOU WANT ME TO SHOW YOUR POSTED MESSAGES ?)

SO NOW BULLSHIT REVEALED YOU WANT TO CONTINUE BULLSHITTING?

FACE THE FACTS. THERE IS NOTHING FOR NETX, WHICH I GUARANTEE.

THERE MIGHT BE FOR OPCOM, REDTONE, AND BINACOM. SOME SMALL PIECE PROBABLY. SO YOU NOTICE THAT IS WHY I NEVER COMMENT ON THE OTHER THREAD.

ONLY NETX.

BECAUSE YOU ARE LYING THROUGH YOUR TEETH ON NETX, KNOWING THAT YOU ALREADY BOUGHT BIG (270 MILLION DONE AT 2 CENTS RIGHT BEFORE YOU POSTED YOUR SCAM ARTICLE) TRYING TO PUMP AND DUMP A MICRO STOCK SHARE.

IF YOU PROMOTED REDTONE, OPCOM OR BINACOM WITH AS MANY ARTICLES AS YOU DO NETX I WOULD NOT SAY A WORD.

NOTICE HOW ME AND 3III KEEP CONCENTRATING ON YOUR SCAM ARTICLES OF NETX?

BECAUSE IT IS A SCAM.

TRYING TO USE RUMOURS TO PUMP AND DUMP MICROSTOCK.

SHAME.
ON.
YOU.

STOP PROMOTING NETX NOW AND PROMOTE THOSE WITH HIGHER CHANCE TO WIN TENDERS LIKE REDTONE, OPCOM OR BINACOM. AND AVOID THOSE LIKE NETX, WHICH ONLY GONE UP FROM 1.5 CENT TO 2 CENT BECAUSE CALVIN TAN SOLD HIS HOUSES (6.7 MILLION TOTAL) TO GAMBLE ON NETX AND CHEAT INVESTORS.
14/02/2020 1:48 PM
Philip (Can I advise you?) NETX = STAFF STRENGTH ABOUT 80 WORKER

BULLSHIT. THERE ARE ONLY 17 FULL TIME WORKERS, YOU AND I KNOW IT.
14/02/2020 1:50 PM
calvintaneng RESULT ALREADY OUT?

NOT YET FROM TELEKOM TENDERS

SEPTEMBER 2019 NOT YET OUT

Date Tender Title Tender Advertisement Tender Summary
26/11/2019 TENDER FOR THE SUPPLY, DELIVERY AND INSTALLATION OF SINGLE-BAND AND MULTI-BAND ANTENNAS FOR eNodeB (eNB) RADIO ACCESS NETWORK (RAN) Eng | BM Key Summary
22/11/2019 REQUEST FOR INFORMATION (RFI) FOR TELEKOM MALAYSIA (TM) NEW RAN AND CORE NETWORK EVOLUTION Eng
21/11/2019 TENDER FOR PROPOSED RENOVATION AND ANCILLARY WORKS AT TM IPK SABAH, KOTA KINABALU, SABAH FOR TELEKOM MALAYSIA BERHAD Eng | BM Key Summary
18/11/2019 ELECTROMAGNETIC FIELD (EMF) SIMULATION REPORT SERVICE FOR WEBE DIGITAL SDN BHD (571389-H) Eng
08/11/2019 REQUEST FOR INFORMATION (RFI) FOR HOME NETWORKING CPE Eng
04/11/2019 REQUEST FOR INFORMATION (RFI) FOR TM ENDPOINT DATA SECURITY AND PRODUCTIVITY MANAGEMENT SYSTEM Eng
01/11/2019 TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF) PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”) Eng | BM Key Summary
01/11/2019 AMENDMENT TENDER SUMMARY: TENDER FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, WARRANTY AND MAINTENANCE & SUPPORT SERVICES OF SERVERS FOR TELEKOM MALAYSIA BERHAD Eng | BM
14/02/2020 1:51 PM
Philip (Can I advise you?) MAXIS HAS NEVER GIVEN ANY JOB TO NETX.
UMOBILE DOESN'T EVEN KNOW WHO NETX IS.
TM GAVE A JOB TO NETX IN 2011, THE RESULTS WERE DISASTROUS. NETX PERFORMANCE SO BAD THEY HAVEN'T RECEIVED ANY JOB FROM TM UNTIL TODAY.
EDOTCO ALREADY HAS WEIDA IN EAST MALAYSIA SO NO NEED FOR NETX.
DIGI DOESN'T USE NETX.

SO NOW THAT YOU KNOW AND I KNOW NETX HAS NO CONNECTIONS WITH THE TENDERERS AND AWARD WINNERS... WHY WOULD CALVIN STILL REPEAT HIS BELIEFS?

ANSWER IS SIMPLE,

CALVIN TAN HAS PUMPED AND BOUGHT 270 MILLION SHARES (6.7) MILLION, WROTE A PUMP ARTICLE, AND NOW WAITING TO DUMP THE SHARES ON I3 INVESTORS.

N EVER
E VER
T RUST
eX CHURCH PASTOR CALVIN TAN WHO MIXES MONEY AND RELIGION TOGETHER. JESUS WEPT.
14/02/2020 1:55 PM
dartren Maxis, U Mobile, Edotcom and Fgv sapu NFCP phase 1 project?
14/02/2020 1:55 PM
calvintaneng DO YOU KNOW WHAT IS HAPPENING IN OPCOM AND IN NETX???

IN OPCOM THEY APPOINTED 2 CEOs ON SEPT 6TH 2019

IN NETX DIRECTORS BOUGHT 103 MILLION NETX SHARES FROM AUG 6TH TO 23RD 2019

AND EMPLOYEES OF NETX BOUGHT 3 MILLION NETX SHARES AT 2 SEN FROM DEC 2019, JAN 2020 & AGAIN ON FEB 2020

ALL THEIR SALARIES FOR THE LAST 3 MONTHS WERE CHANELLED TO BUY AND BUY AND BUY NETX SHARES
14/02/2020 1:56 PM
dartren https://www.nfcp.my/Nfcp/media/Docs/NFCP-1_Award-and-commencement-of-project.pdf
14/02/2020 1:56 PM
stockraider THE REAL KNOWLEDGEABLE AND HAS THE EXPERTISE TO COMMENT ON NETX, WHETHER NETX CAN GET SOME NFCP RM 50.3B CONTRACT IS SIFU CALVIN.

CALVIN SIFU IS ON THE GROUND...HE SPOKE & LISTEN TO MANY STAFFS OF NETX, OPCOM, BINACOM AND REDTONE AND HE KNOWS WHAT HE IS DOING MAH...!

____________________________________________________________

U LOOK AT TRAIN COMMENT CAREFULLY LOH;

7.)Netx
Netx is involved in e-payment services and network and IT related services.Thats means,if your company needed to setup e-payment terminal or IT system,Netx can be your supplier to supply IT expertise,infrastructure and equipment,just like many other ACE market IT company would do.
So,it is clear that when come to NFCP,sorry to say that,Netx would not benefited much as they are not participating,and do not even have necessary expertise in telecommunication network and infrastructure related project.

HOW DID TRAIN COME TO SUCH CONCLUSION, DID HE TALK TO THE STAFFS OF TELCOS NFCP SERVICE PROVIDER, TELEKOM ETC ??
THE ANSWER IS NO LOH...!! THEN HOW HE JUMP INTO SUCH CONCLUSION LEH ?? MOST LIKELY SIMPLE UNPROFESSIONAL GUESS BY TRAIN LOH..!!

THE REAL KNOWLEDGEABLE AND HAS THE EXPERTISE TO COMMENT ON NETX, WHETHER NETX CAN GET SOME NFCP RM 50.3B CONTRACT IS SIFU CALVIN.

CALVIN SIFU IS ON THE GROUND...HE SPOKE & LISTEN TO MANY STAFFS OF NETX, OPCOM, BINACOM AND REDTONE AND HE KNOWS WHAT HE IS DOING MAH...!!

THATS WHY ?? Calvin sifu is our hero & savior....his current call has been very chun chun for past recent many months mah....!!
Calvin is a kind and a man of great integrity loh....!!

He is an excellent true honest christian mah....!!

His followers trust calvin very much mah...!!

SIFU CALVIN HAS BEEN PROVEN RIGHTS WITH NFCP RM 50.3B ROLLOUT STOCK PICKS WITH REDTONE, BINACOM, OPCOM ETC RALLYING AND HIS FOLLOWERS AGAIN MAKE MONIES MAH...!!

THIS WILL BE REPEATED IN NETX MAH...!!

JUST STAY ON COURSE BE POSITIVE AND HAVE CONFIDENCE & PATIENCE MONIES WILL POUR IN FROM NETX.
_________________________________________________

Just have confidence...with such a bullish outlook of NETX bcos of rm 50.3b nfcp rollout mah...!!

The insiders & staffs already very bullish....U should too MAH...!!
14/02/2020 1:59 PM
Philip (Can I advise you?) DONT SIMPLY COPY PASTE AND ACT AS IF YOU KNOW WHAT IS HAPPENING
Posted by calvintaneng > Feb 14, 2020 1:51 PM | Report Abuse

RESULT ALREADY OUT?

NOT YET FROM TELEKOM TENDERS

SEPTEMBER 2019 NOT YET OUT

Date Tender Title Tender Advertisement Tender Summary
26/11/2019 TENDER FOR THE SUPPLY, DELIVERY AND INSTALLATION OF SINGLE-BAND AND MULTI-BAND ANTENNAS FOR eNodeB (eNB) RADIO ACCESS NETWORK (RAN) Eng | BM Key Summary
- EDOTCO

22/11/2019 REQUEST FOR INFORMATION (RFI) FOR TELEKOM MALAYSIA (TM) NEW RAN AND CORE NETWORK EVOLUTION Eng
- THIS ONE WE ALREADY KNOW WHO WILL GET IT, COME ON. DONT ACT AS IF YOU DONT KNOW WHO THE SUPPLIER IS FOR THE LAST 5 YEARS. SAME GUY WIN IT EVERY TIME.

21/11/2019 TENDER FOR PROPOSED RENOVATION AND ANCILLARY WORKS AT TM IPK SABAH, KOTA KINABALU, SABAH FOR TELEKOM MALAYSIA BERHAD Eng | BM Key Summary
- THIS IS FOR THE RENOVATION OF GROUND FLOOR, 4TH FLOOR AND 5TH FLOOR TO HOUSE THE NEW OFFICE, INSTALL FLOORING, AIRCON, DUCTING AND FEATURE WALL, TABLES AND CHAIRS. IT IS ONLY OPEN FOR SABAH COMPANIES G4 CIDB. I KNOW. I WAS THERE, I ATTENDED THE SITE VISIT. NETX CANT APPLY


18/11/2019 ELECTROMAGNETIC FIELD (EMF) SIMULATION REPORT SERVICE FOR WEBE DIGITAL SDN BHD (571389-H) Eng
- BEYOND NETX SCOPE

08/11/2019 REQUEST FOR INFORMATION (RFI) FOR HOME NETWORKING CPE Eng
BEYOND NETX SCOPE, DLINK IS THE PREFERED SUPPLIER. JUST CHECK YOUR HOME UNIFI, DLINK DEAL DIRECT WITH TM AND REBADGE THE ROUTERS FOR THEM

04/11/2019 REQUEST FOR INFORMATION (RFI) FOR TM ENDPOINT DATA SECURITY AND PRODUCTIVITY MANAGEMENT SYSTEM Eng
COME ON, REALLY? NETX DOES SECURITY NOW?

01/11/2019 TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF) PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”) Eng | BM Key Summary
-NETX DID NOT PARTICIPATE

01/11/2019 AMENDMENT TENDER SUMMARY: TENDER FOR SUPPLY, DELIVERY, INSTALLATION, TESTING, COMMISSIONING, WARRANTY AND MAINTENANCE & SUPPORT SERVICES OF SERVERS FOR TELEKOM MALAYSIA BERHAD Eng | BM
- NETX DID NOT PARTICIPATE
14/02/2020 2:00 PM
calvintaneng Why Telekom didn't give job to Netx after 2011?

Not because result disastrous as NETX registered two quarters of Excellent results & OPcom also registered gains by rewarding us shareholders with 22.5 sen special dividend?

Why then after that Opcom did so poorly

Answer was due to Opcom Boss Datuk Mukhriz sided with his father Tun Dr M against corruption of 1MDB and others

As a result huawei was robed in to get OPcom out

Now huawei is not in Telekom tenders

So both OPCOM & Netx will be reinstated

Why leh?

BECAUSE OPCOM APPOINTED 2 CEOs

NETX STAFF ALSO BUYING UP 150 MILLIONS NETX SHARES WORTH RM3 MILLIONS BY THEIR OWN HARD EARNED MONIES
14/02/2020 2:01 PM
Philip (Can I advise you?) SO YOUR ASSUMPTION IS IF INSIDER BUY THEN SURE WILL HAVE GOOD RESULT?
LET ME INTRODUCE YOU TO PROTASCO.

>>>>>>>>

Posted by calvintaneng > Feb 14, 2020 1:56 PM | Report Abuse

DO YOU KNOW WHAT IS HAPPENING IN OPCOM AND IN NETX???

IN OPCOM THEY APPOINTED 2 CEOs ON SEPT 6TH 2019

IN NETX DIRECTORS BOUGHT 103 MILLION NETX SHARES FROM AUG 6TH TO 23RD 2019

AND EMPLOYEES OF NETX BOUGHT 3 MILLION NETX SHARES AT 2 SEN FROM DEC 2019, JAN 2020 & AGAIN ON FEB 2020

ALL THEIR SALARIES FOR THE LAST 3 MONTHS WERE CHANELLED TO BUY AND BUY AND BUY NETX SHARES
14/02/2020 2:02 PM
stockraider Don u think so ?...if insider buying of course more bullish vibes then insider not buying mah...!!

Posted by Philip (Can I advise you?) > Feb 14, 2020 2:02 PM | Report Abuse

SO YOUR ASSUMPTION IS IF INSIDER BUY THEN SURE WILL HAVE GOOD RESULT?
LET ME INTRODUCE YOU TO PROTASCO.

>>>>>>>>

Posted by calvintaneng > Feb 14, 2020 1:56 PM | Report Abuse

DO YOU KNOW WHAT IS HAPPENING IN OPCOM AND IN NETX???

IN OPCOM THEY APPOINTED 2 CEOs ON SEPT 6TH 2019

IN NETX DIRECTORS BOUGHT 103 MILLION NETX SHARES FROM AUG 6TH TO 23RD 2019

AND EMPLOYEES OF NETX BOUGHT 3 MILLION NETX SHARES AT 2 SEN FROM DEC 2019, JAN 2020 & AGAIN ON FEB 2020

ALL THEIR SALARIES FOR THE LAST 3 MONTHS WERE CHANELLED TO BUY AND BUY AND BUY NETX SHARES
14/02/2020 2:04 PM
calvintaneng TENDER SUMMARY
Tender Title: TENDER FOR THE APPOINTMENT OF BROADBAND FIBERISATION (BBF)
PARTNER FOR TELEKOM MALAYSIA BERHAD (“TM”)
Tender Ref: CSS/2019/T/03/BBF
Closing Date: 18 NOVEMBER 2019
1. This tender shall describe the BBF Partner qualification criteria for, scope of work, tools & test
gears, office & store, vehicle, Occupational Safety and Health (OSH) equipment, manpower &
management team requirement, employee qualification and work technical specification related to
Broadband Fiberisation (BBF) project for Telekom Malaysia.
2. Tenderer is required to fully comply with the clauses marked as “Critical Clause (CRQ)” in the
Technical Specifications failing which, the Tenderer shall be disqualified from the tender exercise
and their tender submission shall be rejected. The CRQ clauses are as below:
Clause
No. Clause Description Clause
Status
A.1.4 A.1 GENERAL REQUIREMENT
The tenderer shall have compulsory total teams as stated in Letter of Award
(LOA) within two (2) months from LOA issuance date. All team members shall
meet all qualification criteria as stated below:
i. Appendix B1 (a) - Qualification for Project Implementation Personnel
(Development)
ii. Appendix B2 - Minimum Requirement for Tools & Test gears for Fiber
Optic Team (Per Team)
TM at its discretion shall review the manning (teams) required periodically from
time to time to reflect the latest operational requirement and will notify the
contractors on the changes (CRQ)
CRITICAL
3. The Tenderer shall deposit a sum of RINGGIT MALAYSIA TEN THOUSAND (RM10,000.00) Only
as a Tender Deposit and to be submitted in the Tender Proposal during Tender Closing Date.
4. The Tenderer shall fully comply with the BBF Partner Schedule of Rate (SOR) as shown in the
Part VI of the Invitation to Tender Documents. Failure to comply with the specified SOR shall
results in tender disqualification.
5. Mandatory Tender Requirement
(a) The Tenderer shall be a company with Sendirian Berhad or Berhad status incorporated in
Malaysia. A valid copy of Company Registration Certificate issued by Suruhanjaya Syarikat
Malaysia (SSM) or any Local Authorities shall be submitted during Tender Closing Date. In
progress to apply or invalid certificate shall be disqualified.
(b) The Tenderer shall be free from TM’s suspension or blacklisting as at Tender Closing Date.
(c) The Tenderer shall be free from legal action by or against TM as at Tender Closing Date.
(d) The Tenderer shall be free from bankrupt and/or winding up status throughout the tender
process and during the validity of the Contract if the Tenderer is successful in the Tender.
(e) The Tenderer shall free from any criminal investigation/charge/conviction/ found guilty by any
third party (inclusive but not limited to the authorities and/or enforcement agencies and/or
other companies)/ court of law for offences and/or misconduct relating to criminal or integrity
issue.
(f) The Tenderer shall have a minimum paid up capital of RM150,000.00 during tender
submission. This requirement is to be maintained throughout the Contract Period.
6. Evaluation Process
(a) The Tenderer shall provide complete team with certification as per requirement within two (2)
months after the issuance of Letter of Award (LOA).
(b) Works shall only commence subject to the completion of item (a) above.
14/02/2020 2:05 PM
stncws Philip
Y only says Protasco.- becos Tey here mah..

Many insider buying in other stock too!

U bias lol..
14/02/2020 2:08 PM
stncws Philip

Insider also buying opcom lol

Don be bias lol
14/02/2020 2:09 PM
Philip (Can I advise you?) DONT BE STUPID. I KNOW YOU ARE NOT AN ENGINEER, BUT I DIDNT KNOW YOU WERE SO DAFT. THERE IS A BIG REASON WHY HUA WEI HAS A GOOD REASON TO WIN. THE MAIN INFRASTRUCTURE IS HUAWEI, IT MAKES SENSE THAT HUA WEI SUPPLY THE EXTENSION, BECAUSE THE INTEGRATION WORK NEED TO WORK WITH MAIN INFRA WILL CAUSE THE OTHER MANUFACTURER USING THEIR OWN SYSTEM TO COST A LOT OF INTEGRATION COSTS, SO HUA WEI HAS A HUGE ADVANTAGE (PLUS HUA WEI INFRASTRUCTURE IS HALF THE PRICE OF NOKIA, ERICSSON AND THE OTHER TELCO INFRA SUPPLIERS.)

AS FOR GOING DIRECT, THEY DONT NEED TO SUBMIT DIRECTLY AS THEY ARE A MANUFACTURER. ALL THE ONES BIDDING FOR TENDER (LICENSEE HOLDERS) WILL GET PRICING FROM MANUFACTURER DIRECTLY LIKE NOKIA, ERICSSON AND HUA WEI AND CHOOSE THE CHEAPEST ONE TO BUY FROM.

ONLY CALVIN TAN WILL THINK SILLY THOUGHTS LIKE NOT GOING DIRECTLY TO MANUFACTURER TO BUY, BUT INSTEAD GO THROUGH THIRD PARTY LIKE NETX AND ASK THEM TALK TO HUAWEI INSTEAD (AND EARN 10%, AS EVIDENCED BY THEIR ONE AND ONLY WIN IN 2011, AFTER THAT THE LICENSE HOLDERS WENT DIRECT TO HUAWEI INSTEAD, BECAUSE NO EXCLUSIVE DISTRIBUTOR DEAL FOR MALAYSIA).

>>>>>>>

Posted by calvintaneng > Feb 14, 2020 2:01 PM | Report Abuse

Why Telekom didn't give job to Netx after 2011?

Not because result disastrous as NETX registered two quarters of Excellent results & OPcom also registered gains by rewarding us shareholders with 22.5 sen special dividend?

Why then after that Opcom did so poorly

Answer was due to Opcom Boss Datuk Mukhriz sided with his father Tun Dr M against corruption of 1MDB and others

As a result huawei was robed in to get OPcom out

Now huawei is not in Telekom tenders
14/02/2020 2:10 PM
stockraider Philip is just a dumb mechanical enginner mah...!!

NFCP require electrical, electronics and IT engineers not Dinosaurs like Philips mah....!!

________________________________________________________________

Posted by Philip (Can I advise you?) > Feb 14, 2020 2:10 PM | Report Abuse

DONT BE STUPID. I KNOW YOU ARE NOT AN ENGINEER, BUT I DIDNT KNOW YOU WERE SO DAFT. THERE IS A BIG REASON WHY HUA WEI HAS A GOOD REASON TO WIN. THE MAIN INFRASTRUCTURE IS HUAWEI, IT MAKES SENSE THAT HUA WEI SUPPLY THE EXTENSION, BECAUSE THE INTEGRATION WORK NEED TO WORK WITH MAIN INFRA WILL CAUSE THE OTHER MANUFACTURER USING THEIR OWN SYSTEM TO COST A LOT OF INTEGRATION COSTS, SO HUA WEI HAS A HUGE ADVANTAGE (PLUS HUA WEI INFRASTRUCTURE IS HALF THE PRICE OF NOKIA, ERICSSON AND THE OTHER TELCO INFRA SUPPLIERS.)

AS FOR GOING DIRECT, THEY DONT NEED TO SUBMIT DIRECTLY AS THEY ARE A MANUFACTURER. ALL THE ONES BIDDING FOR TENDER (LICENSEE HOLDERS) WILL GET PRICING FROM MANUFACTURER DIRECTLY LIKE NOKIA, ERICSSON AND HUA WEI AND CHOOSE THE CHEAPEST ONE TO BUY FROM.

ONLY CALVIN TAN WILL THINK SILLY THOUGHTS LIKE NOT GOING DIRECTLY TO MANUFACTURER TO BUY, BUT INSTEAD GO THROUGH THIRD PARTY LIKE NETX AND ASK THEM TALK TO HUAWEI INSTEAD (AND EARN 10%, AS EVIDENCED BY THEIR ONE AND ONLY WIN IN 2011, AFTER THAT THE LICENSE HOLDERS WENT DIRECT TO HUAWEI INSTEAD, BECAUSE NO EXCLUSIVE DISTRIBUTOR DEAL FOR MALAYSIA).

>>>>>>>

Posted by calvintaneng > Feb 14, 2020 2:01 PM | Report Abuse

Why Telekom didn't give job to Netx after 2011?

Not because result disastrous as NETX registered two quarters of Excellent results & OPcom also registered gains by rewarding us shareholders with 22.5 sen special dividend?

Why then after that Opcom did so poorly

Answer was due to Opcom Boss Datuk Mukhriz sided with his father Tun Dr M against corruption of 1MDB and others

As a result huawei was robed in to get OPcom out

Now huawei is not in Telekom tenders
14/02/2020 2:12 PM
calvintaneng THE BIGGEST LIARS & ACCUSERS IN I3 FORUM ARE PHILIP GRETA & 3III (PLEASE BE WARNED!!)

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2019-12-31-story-h1481975230-THE_BIGGEST_LIARS_ACCUSERS_IN_I3_FORUM_ARE_PHILIP_GRETA_3III_PLEASE_BE_.jsp
14/02/2020 2:29 PM
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ >>>>>>

Posted by stockraider > Feb 14, 2020 2:12 PM | Report Abuse

Philip is just a dumb mechanical enginner mah...!!

NFCP require electrical, electronics and IT engineers not Dinosaurs like Philips mah....!!

>>>>>



Ignore and forgive low class raider.
14/02/2020 2:29 PM
calvintaneng THE PROBLEM OF 3iii IS HE HAS TUNNEL VISION IN INVESTMENT (HE CANNOT SEE WHAT OTHERS SEE)

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2019-12-03-story242906-THE_PROBLEM_OF_3iii_IS_HE_HAS_TUNNEL_VISION_IN_INVESTMENT_HE_CANNOT_SEE_WHAT_OTHERS_SEE.jsp
14/02/2020 2:31 PM
Philip (Can I advise you?) IF YOU BUY OPCOM OR BINACOM OR REDTONE, I HAVE NO QUALMS. THOSE HAVE FAR BETTER CHANCE OF GETTING A ORDER AS THEY HAVE PREVIOUS DEALINGS WITHIN 5 YEARS.

NETX IS SO OUT OF THE PICTURE THAT THEY DONT EVEN DARE TO SAY THEY ARE BIDDING FOR NFCP ORDER, OR ANNOUNCE ANY JV OR MOU WITH ANY OF THE BIG PLAYERS. THEY HAVE BEEN MAKING LOSSES FOR YEARS, IF NO NCFP DEFINITELY NO HOPE WITHOUT IT. SO WHY BET ON SILVER BULLET THAT HAS A LOWER CHANCE OF OCCURING COMPARED TO THE OTHER MORE LIKELY CHOICES?

THIS INSANITY IS BORDERLINE DANGEROUS.

BUY OPCOM. BUY BINACOM. BUY REDTONE. BUY SACOFA. I DONT CARE. CAN MAKE MONEY.

BUT BETTING ON HUGE MONEY ON NETX JUST BECAUSE IT IS 2 CENTS IS CRAZY, STUPID, AND FRANKLY DANGEROUS TO PROMOTE TO NEW INVESTORS ON I3.
14/02/2020 2:48 PM
monetary 290mil for Part 1 & Part 2. Assuming both parts share the cake equally each part 145mil. Maxis 66% of part 2 means 95.7mil. Minus all expenses on equipments, cables etc. Maxis sources out 10%, 9.57mil to Binacom. Binacom profit margin 15%. That translates into eps 0.005sen.

Correct me if I m wrong Mr Calvin
14/02/2020 2:56 PM
calvintaneng monetary monetary 290mil for Part 1 & Part 2. Assuming both parts share the cake equally each part 145mil. Maxis 66% of part 2 means 95.7mil. Minus all expenses on equipments, cables etc. Maxis sources out 10%, 9.57mil to Binacom. Binacom profit margin 15%. That translates into eps 0.005sen.

Correct me if I m wrong Mr Calvin
14/02/2020 2:56 PM
14/02/2020 2:58 PM

Yes

I overlooked edotco part

But since Maxis is only end user of Fiber Optic iand Binacom is the contractor i think should be nearer to 3 sen or 4 sen

Now another tender will also come from

Telcos (Maxis, Umobile, Celcom & Digi combined Rm10.8 billions) Plus another Rm10.8 Billions from Telekom

So the PIE is very huge out there

Just like dayang, carimin winning job award after job award from Petronas Rm30 Bil capex so NFCP Stocks going to see many many job awards as the years roll out
14/02/2020 3:24 PM
calvintaneng Many stocks have only got a one off booster

like Maybulk sudden spiked of BDI and fizzled out

CPO stocks spiked for few months & fizzled out

Even Glove now will fizzle out by June when SUMMER DISPEL ALL COLD VIRUS

And OGSE booster from petronas also might be curtailed due to Crude oil price weakening

FOR NFCP IT IS NOT AFFECTED BY OUTSIDE FORCES FOR THE NEXT 5 YEARS AS IT IS BUDGETED AND FIXED
14/02/2020 3:26 PM
calvintaneng Posted by monetary > Feb 14, 2020 3:23 PM | Report Abuse

if that's the case fully valued alrdy!

NO LAH!

RM290 MILLIONS ONLY A DROP IN THE BUCKET COMPARED TO TOTAL RM50.3 BILLIONS FOR FIBERISATION THRUST
14/02/2020 3:26 PM


 

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