I once owned 130 Different Stocks in 2006/2007. I remembered George Soros warned of an impending crisis due to the US Subprime Housing Bubble. He warned that 3 years from 2014 US Subprime Bubble will burst in the US. So SEEING the clear danger I sold off all 130 Counters Except Opcom.

With the Twice Suspension of Trading in China due to 7% Crash Plus Dow Jones Collapsing more than 1,000 points this week it behooves us to take heed once more. Year 2016 will be a Very Turbulent Year.

These Are The Reasons Why Opcom can withstand a Coming Financial Tsunami:

1) OPCOM HAS A POWERFUL DEFENSIVE MOAT

Surrounded by A Moat and a  Monopoly Opcom derives the bulk of its business from Telekom (and Telekom being a basic utitlity is recession proof)

2) OPCOM Is Almost Debt Free With Rm43 Millions Cash. Or 25 Cents Cash per share. Being high in FCF (Free Cash Flow) It is the usual practice of Opcom to give out generous dividends & capital repayments frequently.

3) OPCOM Already Secured Rm272 MILLIONS PROJECT FROM TELEKOM. And More on the way as Telekom expands its HSBB Coverage on demand.

4) EXPECT ANOTHER GENEROUS CASH PAYOUT OR DIVIDEND SOON. Last round when Opcom received a Rm359 Millions Job Award from Telekom it gave a nice 22.5 cents Cash Payout. Not long after, to the delight of shareholders, it gave another 10 cents dividend. So shareholders are assured of Another Coming Windfall soon.

5) FIBER OPTIC BROAD BAND - A SUN RISING INDUSTRY WITH VERY BRIGHT FUTURE PROSPECTS.

The Roaring Success of Alibaba, Tabao & Amazon (Amazon share priced doubled 100% due to online sales) Points to the Future of Online Marketing. This is bad news for traditional Department Stores like Parkson.

With the advent of Motor Car the use of horse drawn carriages became obsolete. In Future All Printed Books will be phased out. All will be E-Books. Music CD, DVD will be a thing of the past as All Music will be down loaded directly online. In some more advance countries paper currencies are phased out. All payments done online.  Microsoft Bosses have said that in future all data will be "Stored In The Cloud". So WE MUST GO WITH THE TREND!

6) MICROSOFT INVESTING RM6 BILLIONS IN SEDENAK, KULAI FOR A MAMMOTH  DATA CENTER. At the Speed of Light Data Stored Will be Transmitted Throughout the entire world. Only Fiber Optic Cables will meet this requirement. The Speed of Light is the Speed of Lightning. Nothing else on earth or the universe is faster than that. Lots and lots of Fiber Optic Cables will be needed from Opcom

7) PENGERRANG'S RAPID RM170 BILLIONS GIGANTIC OIL & GAS COMPLEX NEEDS LOTS OF FIBER OPTIC CABLES FOR DATA STORAGE AND TRANSMISSION

Right Now RAPID's 10 KILOMETER LONG OIL AND GAS COMPLEX IS IN PROGRESS. Once in Final Stage of Completion Lots of Fiber Optic Cables will be needed. Fiber Optics unlike Copper wires is a non conductor of electricity. As such it is very Safe & convenient to install and use.

8) HSBB IN MALAYSIA - VAST ROOM FOR FUTURE GROWTH

Korea, Taiwan, Hong Kong & Singapore have 80% to 98% HSBB (High Speed Broad Band) Coverage and penetration while Malaysia has less than 50%. So there is vast room for growth. The Future of Opcom is Very Bright. Just as Oka's drain pipes provided the material for the physical infrar highway Opcom's Fiber Optics will pave the entire Information Highway of Malaysia.

 

9) SEEING Such Bright Future Top Funds Have Taken Substantial Positions in Opcom. Eastspring Investment Fund, Kenanga Growth Fund, Great Eastern Life Insurance and other Top 30 Share Holders have collectively taken up 78% of Opcom shares. Only a mere 22% still in free float.

10) OPCOM - INSULATED FROM FINANCIAL TSUNAMI WILL GROW FROM STRENGTH TO STRENGTH FOR YEARS & DECADES TO COME - THE FUTURE IS VERY BRIGHT INDEED!

 

OPCOM?

OPTIMAL

COMING

VALUE

 

Regards,

Calvin Tan

 

Calvin comments: (6.30am 15/5/2016 Singapore Time)

It amazes me that the Edgedaily left out OPCOM among the most overlooked undervalue ACE stock.

So I am reposting my comments here this morning.

I am happy to note that Eastspring Investment Fund is also holding Opcom shares. I met them also in TMakmur which is now being taken private by Sultan of Pahang. Maybe Opcom is another candidate for privatisation as it is so neglected