Author: calvintaneng | Publish date: Mon, 11 Jan 2016, 09:47 PM
While doing my rounds in Iskandar I met a Senior Media Reporter.
He told me that Microsoft is looking for a site in Sedenak, Kulai, to set up a Rm6 Billions Data Center.
Ha! And according to him, the lands belonged to Kulim.
Hmm?
Is that the reason why Johor Corp taking Kulim private at Rm4.10?
Well, it doesn't matter now. I called for a buy on Kulim at Rm2.50. At Rm4.10 I should be getting a nice 60% windfall.
But why Microsoft needs such a Huge Data Center?
The answer is given by the 2015 Annual Report of Opcom
It begins with these futuristic words,
"PROGRESS THROUGH INNOVATION
Demand for data and video is fueling an increase in Fiber Optic services and has been enjoying great growth for the past decade.
Only fiber, with its long reach, reliability, space savings, immunity to interference can deliver high quality services at even faster speed.
Yes, Microsoft bosses have said that in the future everything will Be "Stored In The Cloud".
All printed books will be E Books and all Music CD and DVD will be obsolete. Both E Books & Music video could be downloaded directly on our Iphone through the Internet or the WWW (World Wide Web).
No wonder Amazon did so well this year selling its E Books and Kindle Services (Amazon share price rose100% this year!)
And all shoppings will be done online in future. The huge success of Alibaba, Tabao, Singpost & Amazon is a testament to the Future of Online Marketing.
And above it all is the Growing Demand for Fiber Optic Cables.
Last time when PM Badawi implemented 9 MP Infrar projects I FORESEE the need for cement due to huge infrastructure projects. I bought YTL Cement, CIMA, Lafarge & Tasek Cement. As time proved they were very profitable. So profitable that YTL Cement & CIMA were taken private and Lafarge rose from 66 cents to over Rm10.00 - A Blue Chip. Tasek rose from Rm2.90 to Rm14.70 today (Incidentally Tasek is the highest dividend stock at 9.64%)
For Fiber Optic which requires higher technology there is a barrier to entry. So OPCOM dominates the market. Opcom also has a strong Moat as it is backed by Telekom which is a recession proof utility.
How much profits will OPCOM make in its Entire Business Enterprize?
Will it beats all the Cement Companies.
It is yet to be seen.
But this we know for sure.
OPCOM WILL GROW FROM STRENGTH TO STRENGTH AS THE FUTURE IS AS BRIGHT AS FIBER CAN TRANSMIT LIGHT AT THE VERY SPEED OF LIGHT.
OPCOM?
OPTIMAL
COMING
FUTURE
Regards,
Calvin
OPCOM - THE SUPER STOCK WITH A VERY BRIGHT FUTURE!!Author: calvintaneng | Publish date: Mon, 11 Jan 2016, 01:17 AM 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 |
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Opcom has been in my watchlist for quite sometime, one thing worry me is that, mahathir mukhriz is the main holder 49.98% ! next month umno council meeting, he might be sacked, and if mukhriz and mahathir accelerate their attack on najib after sacking, that might affect his company in getting government contracts in future, the biz tycoons also might avoid him to distance themselves from rebellions to avoid offending the government. i still waiting for the umno council meeting before taking any decision on opcom.
2016-05-16 06:44
Posted by Hiu Chee Keong > May 16, 2016 06:44 AM | Report Abuse
Opcom has been in my watchlist for quite sometime, one thing worry me is that, mahathir mukhriz is the main holder 49.98% ! next month umno council meeting, he might be sacked, and if mukhriz and mahathir accelerate their attack on najib after sacking, that might affect his company in getting government contracts in future, the biz tycoons also might avoid him to distance themselves from rebellions to avoid offending the government. i still waiting for the umno council meeting before taking any decision on opcom.
Calvin thinks price already factored into Opcom already.
If not for this political discount Opcom should be traded above 90 cts now.
In any case the 20 cts profit if distributed for 4 years at 5 cts a year will last till year 2020.
By then things will be clearer. Fiber Optic Cable has strong barrier to entry. It is also more cost effective for TM to buy from Opcom.
2016-05-16 06:51
rosetan If bought in January after your posting, one would have lost 20% already!
16/05/2016 10:56
Yes ah?
I didn't tell anyone to punt. I told all to hold
See my postings on both Kulim at Rm2.50 & Tmakmur at Rm1.38
Both prices also gone down after my postings
So what happened?
BOTH WERE TAKEN PRIVATE
JCORP IS TAKING KULIM PRIVATE AT RM4.10 (Upside 60%)
PAHANG SULTAN IS TAKING TMAKMUR PRIVATE AT RM1.80 (Upside gain is 30%)
2016-05-16 11:07
Don't blow la and cheat people. When is the palm oil rocket to RM6000?????? Want break 50% of RM6000 also very difficult liao
2016-05-17 05:40
This is very interesting, Calvin said palm oil would rocket to RM6000?????? hehe, joke instead.
Lincorn Matthieu Seven Don't blow la and cheat people. When is the palm oil rocket to RM6000?????? Want break 50% of RM6000 also very difficult liao
17/05/2016 05:40
2017-04-08 14:09
Calvin is another talk loud guy, never deliver consistent results over his picks.
2017-04-08 15:11
Posted by Risk Rider > Apr 8, 2017 03:11 PM | Report Abuse
Calvin is another talk loud guy, never deliver consistent results over his picks.
What? Have you checked all Calvin's stocks picks in i3 forum since year 2013?
For CPO Calvin stated CPO prices expected to touch Rm6K a tonne by year 2018. So just wait one more year lah!
And out of 100 stocks picked 14 have hit 100% to 200%
Another 2 almost hitting 100% profits are Padini & Notion
Many already made from 30% to 80%
And for Opcom Calvin thinks the IT bull run has missed Opcom
SO OPCOM IS STILL A GREAT VALUE BUY NOW!
JUST LOAD UP ON OPCOM!!
2017-04-08 15:21
基文哥,既然你认为很多人误会了你,不如你学KCChong兄弟一样,来个投资名单来为你自己正名,如何?
相信很多人包括我很有兴趣知道你说的100家公司里的战绩。
2017-04-08 15:27
I wonder why Calvintaneng big liar still rank 214? Top 10 bottom position. Shame hor?
2017-04-08 15:29
Hahaha!
John Lu, didn't you say that the contest is for 12 months
See
Posted by John Lu > Mar 14, 2017 10:18 PM | Report Abuse
LOL... Calvin...this competition is 12 months la
So just wait till 31st December 2017 only then know how Calvin perform
2017-04-08 15:34
buddyinvest
Soot 10k today
2016-05-16 06:30