THE INVESTMENT APPROACH OF CALVIN TAN

SUMMARY OF TALAMT POTENTIAL, Calvin Tan Research

calvintaneng
Publish date: Sun, 19 Aug 2018, 01:39 PM
calvintaneng
0 1,789
Hi Guys,

I have An Investment Approach I which I would like to all.

These are the reasons in summary: 

1. Selling at 56% discount to NTA. It meets the Margin of Safety criteria. Ben Graham rule met. 

2. 3 Directors/ Insiders bought from 8.5 sen to 11 sen. Warren Buffet likes Insiders buying Company shares with own monies. Not Sbb. 

3. Talam has pared down debts from Rm1.5 Billions to only few hundred millions by Assets disposal. 

"Asset Plays: These are stocks of companies that own key assets, which sets them apart from other companies but are mostly overlooked by the market. The firm may have a huge cash reserve that mightcome in handy during a downturn or may own large real estate that has not been valued properly _ Peter Lynch"



4. A check very carefully into the details show that when Assets were sold they register 877% profit to 2,900% gain which is very excellent. 



5. And in time to come All the Debts will be pared down and Talam will turn into a Cash Rich Company like Dutaland. 

"Keep a close eye on crucial actions by distressed companies. For instance any meaningful reduction in debt through sale of non-core assets or other means is a positive trigger" - Peter Lynch

 

 

 

 


6. And the prospects are Proton City Expansion down South to Talam commercial and industrial lands in Bkt Beruntung and Bkt Sentosa . 
Talam also got 100 acres lands in Gombak, in Dengkil and others. 

7. Disposal of Mall in China will bring in 1.2 sen cash. Talam has 3 more Malls in Kl for disposal. 
All can generate lots of liquid cash. 

8. Talam also manage to get a construction job recently. So it is still in the game. Plus it is in Affordable housing which meet the new PH Govt directives 

See

See how Talam won a Rm36.5 Millions Job from Tenaga 

The Board of Directors of TTB wishes to announce that its wholly-owned subsidiary, L.C.B. Management Sdn Bhd, had on 4 October 2017 accepted the Letter of Award from Projek Alam 2012 Sdn Bhd to undertake the construction and completion of 24 units of semi-detached 2-storey factory, 14 units of semi-detached 3-storey factory and 2 units of Tenaga Nasional Berhad Electric Sub-Station on part of land held under Lot 14003 (Plot D), Mukim Dengkil, Daerah Sepang, Selangor Darul Ehsan (“the Project”) for a contract sum of RM36,545,888.98 (excluding 6% goods and services tax). The completion period of the Project is 18 months.

 

 


9. Above all Talam met Calvin Tan Research strict criteria of 

HE THAT IS LOW NEEDS FEAR NO FALL 

In other words the share is now at Rock Bottom. The downside is very limited. And with downside protected we look for an upside. By so acting the risk is minimal and the gain will be substantial. 

Just think when Calvin bought Jaks at 40 sen what was the risk? 
But for all who chased Jaks from Rm1.40 to Rm1.80 in a time of Euphoria what is their risk? 

10. Will Talam be another chun chun call with 100% upside gain at 8 sen? 
Only time will tell. 
 

 

“It takes remarkable patience to hold on to a stock in a company that excites you, but which everybody else seems to ignore.” – Warren Buffett

 

 

Best Regards

Calvin Tan Research

Singapore

More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Discussions
Be the first to like this. Showing 17 of 17 comments

Koon Bee

.woohoo...holland king keep promote

2018-08-19 14:04

sg999

hahaha

2018-08-19 16:16

joetay

Post removed.Why?

2018-08-19 18:06

joetay

Post removed.Why?

2018-08-20 00:15

calvintaneng

Doing something constructive?
See how Venfx talks about Eg
moneykj looking for good shares to invest at right timing.
Even qqq learns to ask proper questions though some are quite useless. At least palatable.

Go learn from them and be more constructive ok.

i3 rules state that you must not use abusive post.

Do you get it!

2018-08-20 01:08

KLCI King

Calvin Tan keep cooking this Talam this time, be watchful & careful, as most of his cooking were either overcooked, can't eat as the meat was so little but cooked with strong fires.

OR empty inside, nothing to eat, all you can see is just an overburnt empty pan.

2018-08-20 01:45

joetay

Post removed.Why?

2018-08-20 03:26

calvintaneng

KLCI King Calvin Tan keep cooking this Talam this time, be watchful & careful, as most of his cooking were either overcooked, can't eat as the meat was so little but cooked with strong fires.

OR empty inside, nothing to eat, all you can see is just an overburnt empty pan.
20/08/2018 01:45


Haha!

Cooking and nothing to eat?

Put it this way. Calvin is like a farmer. As he goes along he sees fruiting trees with potential as flowers appearing. Flowering trees indicate a coming harvest of fruits.

So just invest a little as he goes along.

Another way of looking at it is Calvin sees stocks fallen to VERY LOW AND ATTRACTIVE LEVELS. So Calvin tells all about low hanging fruits. Easy to take. That's why just buy while cheap. Like ciku on lower branches. Then wait for ciku to get ripe in a few days.

So is investing. Always look out for good undervalue stocks to buy as you go along in a random walk. Peter Lynch did that & owned 2,000 types of stocks at one time. Buy while cheap. Sell when price is high. And kept rotating for many years. Some cyclicals he bought 3 to 4 rounds over many years.

Now I called for a buy when these stocks have crashed


Media Prima fell to 28 sen

AZRB at 38 sen

Protasco below 45 sen

Gadang below 70 sen

Tambun Indah below 80 sen after divvy)

Eksons 67 sen (after 5 sen dividend)

TA Enterprize below 60 sen (ex dividend 4.7 se)

Focus Lumber below Rm1.05 (ex div)

EG at 49 sen

Complete Logistic at 53 sen

ECS ICT at Rm1.01 (Still cheap compared to Elsoft too high)

INSAS at 90 sen (Still dirt cheap)

L&G below 20 sen

TalamT at Rock Bottom price of 3.5 sen (Insiders cost up to 11 sen)

Many Trophy calls:

DRB at 92 sen (Up almost 200%)

Jaks at 40 sen (Up 340% to Rm1.84)

Supermax at Rm1.60 (Up more than 100%)

PADINI at Rm1.60 (Up more than 250%)

Pohuat (Power huat Up 200%)

AJIYA (Up 100%)

RCecap at 27 sen (Up more than 100%)

Prestar at 45 sen (Told all to sell above Rm1.20)

Masteel at 66 sen (Told all not to chase above Rm1.60)

GSB (Up 100%)

OPCOM up 200%

IPMUDA (Limit up)

Many others taken private like Super Enterprize, Kulim, TheStore, TMakmue & almost taken private or under MGO Wangzng, Weida, TA & KBunai

So look at the Whole Picture.....

No need cooking. Just sowing seeds with prospects.
20/08/2018 07:42

2018-08-20 07:47

feimah

Not my cup of tea..
writer should sailang and publish his contract note in i3 if he is chun chun call with 100% upside.

2018-08-20 07:58

EngineeringProfit

LOL.....

...with so many daily buy call.....

(surely a handful hit cun cun.....no offense)

2018-08-20 08:00

joetay

Post removed.Why?

2018-08-20 10:39

joetay

btw, dont overinflate ur imaginary gain in gsb.

u recommend gsb at ard 15sens in 2015 and it dropped to 9sens b4 going higher.

so what 200% talk u?????

now we know u fail ur maths also.

lol..............

2018-08-20 10:41

joetay

Post removed.Why?

2018-08-20 11:02

calvintaneng

Post removed.Why?

2018-08-20 11:30

joetay

Post removed.Why?

2018-08-20 11:32

calvintaneng

where got say year 2007?
go back further

even Jaks was December 16 2014 at 40 sens


NOW TALAM IS ONLY 4 SEN IN YEAR 2018

LATER TALAM WILL REACH 8 SEN

AND AFTER THAT TALAM WILL MOVE HIGHER TO CROSS 10 TO 15 SEN

THEN SURPRISE OF SURPRISES!!!

TALAM SHOT PASS 30 SEN

THEN SYNDICATE TAKES OVER!!

AND TALAM SHOOTS TO 60 SEN BY YEAR 2020.

THEN NOBODY REMEMBER CALVIN BUY CALL WAS 4 SEN


SO WRITE THIS DOWN

FUTURE HISTORIAN WILL RECORD THIS!!

HOHOHO!!!

2018-08-20 12:21

joetay

Post removed.Why?

2018-08-20 12:41

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