I AM HAPPY TO BRING YOU PANTECH - THE SUPER STOCK OF THE OIL AND GAS BULL RUN TIME
PANTECH
IT IS A COMPOUND OF TWO WORDS
PANAS IN ALL (PANORAMIC- ALL CLEAR SWEEPING WIDE VIEW) (PANEASIA : CURE ALL REMEDY)
TECH AS IN TECHNOLOGY
SO PANTECH MEANS "ALL TECHNOLOGY" COMPANY
INDEED AS WE SHALL SEE
LET'S TAKE A LOOK FROM I3 FORUM DESCRIPTION OF PANTECH
Business Background ( From i3 Investor Forum)
Pantech Group Holdings Bhd is engaged in investment holding and provision of management services. The company has three operating segments: Trading;Manufacturing and Investment holding. It derives most of its revenues from the Trading segment. The Trading segment is engaged in trading, supply and stocking of high pressure seamless and specialized steel pipes, fittings, flanges, valves and other related products for use in the oil and gas. The Manufacturing segment is engaged in manufacturing and supply of butt-welded carbon steel fittings, stainless steel, and alloy pipes, fittings and related products, as well as milling, machining and welding of tube and pipe fitting. The Investment holding segment is engaged in investment holding, property investment and management service
SO ALL TECH HAS 3 MAJOR BUSINESSES
1. TRADING: Pantech started trading in oil & gas pipes for Oil and Gas Industries. It also trades in pipes for Oil Palm Industries
As of now it stocks over 30,000 types of products. Trading provides a margin. So with years of experience Pantech moves into Manufacturing Specialty pipes. this improved margins
2. MANUFACTURING:
The Manufacturing segment is engaged in manufacturing and supply of butt-welded carbon steel fittings, stainless steel, and alloy pipes, fittings and related products, as well as milling, machining and welding of tube and pipe fitting
3. PROPERTY INVESTMENT
The Investment holding segment is engaged in investment holding, property investment and management service
YES THIS IS THE ULTIMATE GROWTH OF WEALTH
WHEN CHINESE FIRST ARRIVED ON MALAYSIAN SOIL THEY WORKED AS COOLIES OR IN RUBBER PLANTATION. THEN THEY MOVED UP TO BUY THEIR OWN RUBBER ESTATES. FINALLY WITH ACCUMULATED WEALTH THEY INVEST IN HARD ASSETS LIKE GOLD OR PRE WAR SHOP HOUSES IN MAJOR CITIES OF MALAYSIA AND ALL OTHER COUNTRIES THEY RESIDE
FROM HERE LET'S LOOK CLOSER AT PANTECH
AND THESE ARE THE SALIENT FACTORS
1) AT 53.5 SEN WITH NTA OF 78 SEN PANTECH IS SELLING AT A NICE 32% DISCOUNT TO NTA WHICH QUALIFIES BEN GRAHAM 30% MARGIN OF SAFETY. WE SHALL COME BACK TO SEE ITS NTA ASSETS LATER
2) LAST 4 QUARTER PROFITS
1.51 SEN
1.46
1.90
1.51
TOTAL 6.38 SEN
SO PANTECH HAS An earning growth OF 11.9% OR P/E 8.38?
but that is not all
Pantech is also into PROPERTY INVESTMENT
and NTA has also grown quietly from 74 sen to 78 sen. SO there is a growth of another 4 sen
now add 4 sen to 6.38 = 10.38 sen
then the equation will be
Pantech Earnings Growth (EPS) is 10.38 divides by 53.5 sen or 19.4%
And a P/E of 5.15
SO IN JUST 5 SHORT YEARS YOU CAN DOUBLE YOUR MONEY IN PANTECH!!
3) WHY IS PANTECH DOING SO WELL WHEN OTHER STEEL COMPANIES ARE SUFFERING LOSSES?
ANSWER
PANTECH IS INTO SPECIALTY O&G PIPES AND OIL PIPES FOR THE OIL PALM INDUSTRIES
IT IS IN A TOTALLY DIFFERENT INDUSTRY
LAST ROUND CALVIN PICKED FOCUS LUMBER FOR THE SAME REASON
FOCUS LUMBER IS NOT PRODUCING THE NORMAL PLYWOOD WITH RAZOR THIN PROFIT MARGIN
FOCUS LUMBER MAKES SPECIALTY PLYWOOD FOR THE HUGE AMERICAN RV (RECREATION VEHICLE MARKET)
PLEASE DON'T CHASE FOCUS LUMBER NOW AS ITS PRICE ALREADY UP BY 70% (ANOTHER OF CALVIN'S CHUN CHUN CALL?
FOCUS LUMBER was set up by the Taiwanese Experts in their Long Years of Experience with Lumber and especially Plywood.
They FOCUS on High Value ADDED PLYWOOD. These could generate exceptional profit margins of 20% to 25% unlike selling conventional plywood for a mere 5% to 6% profit. So FOCUS LUMBER sets itself apart from all normal Plywood Manufacturers.
FOCUS LUMBER WAS ABOUT RM1.05 WHEN I ISSUED BUY CALL
TODAY FOCUS LUMBER IS RM1.78 or UP almost 70%
FOR THIS SAME REASON PANTECH IS ALSO MAKING HIGHER PROFIT THAN SELLING NORMAL PIPES
4) THE FORTUNES OF PANTECH WILL RISE MORE AS CRUDE OIL PRICE SURGE UPWARD
PANTECH SUPPLIES PIPES, VALVES & ALL 30,000 O&G ITEMS FOR ON SHORE AND OFF SHORE OIL ENTITIES
IT ALSO SUPPLY TO THE PETRONAS REFINERY IN RAPID
USA HAS TEMPORARY BANNED PANTECH PIPES IMPORT. THAT IS ALREADY FACTORED INTO THE SHARE PRICE OF PANTECH AT ALL TIME RECENT LOW
THE RISE OF RAPID HAS PREVENTED PANTECH FROM INCURRING LOSSES WHILE OTHER STEEL COMPANIES ARE BLEEDING
IN FACT PANTECH HAS EVEN MOVED ITS WAREHOUSE TO PENGERANG'S RAPID TO CATCH THE BOOMING BUSINESS THERE
5) PANTECH WAREHOUSE IN BOOMING PENGERANG
refer to ar
10 HS(M) 135, Lot LO129 (1433), Mukim Pantai Timor, District of Pengerang, Johor Darul Takzim
Lot LO129, Kampung Bukit Gelugur, 81600 Pengerang, Johor Darul Takzim
(127,617) Freehold A parcel of industrial land 1,800 – 31.12.2015
PANTECH BOUGHT A FREEHOLD 127,617 sq ft INDUSTRIAL LAND FOR RM1. 8 MILLIONS
THAT IS ONLY RM14.10 per sq ft
(Note: Freehold industrial lands are very rare in Pengerang RAPID. Mostly leasehold. Price anywhere from rm30 psf to Rm100 psf today)
So buying into Pantech is an opportunity to invest into Real Esate in Pengerang at Old book value.
THIS IS ONLY ONE OF PANTECH 10 LISTED ASSETS. AND ALL THE ASSETS ARE INDUSTRIAL & MANY ARE WAREHOUSES. SO GOOD THAT NTA HAS APPRECIATED FROM 74 to 78 sen for a 4 sen gain in one year
See
3. PROPERTY INVESTMENT
The Investment holding segment is engaged in investment holding, property investment and management service
Last time Calvin invested in SUPER ENTERPRIZE at Rm1.25. Super Enterprize also got 9 industrial lands. And Super powered up to Rm3.80 and was privatised for 200% upside
SO GOOD THAT PANTECH BOSSES HAVE BOUGHT THE RIGHT INDUSTRIAL LANDS & WAREHOUSES AND AVOIDED SHOPPING MALLS NOW HIT BADLY BY ECOMMERCE
6) SEEING VALUE PANTECH BOSSES & INSIDERS HAVE BOUGHT PANTECH AT MUCH HIGHER PRICES
TAN ANG ANG
03-Mar-2015
Acquired
1,000,000
0.670
TAN ANG ANG
06-Feb-2015
Acquired
500,000
0.670
TAN SUI HIN
13-Jan-2015
Acquired
25,000
0.600
TAN SUI HIN
21-Nov-2014
Acquired
50,000
0.670
after keeping their shares for 4 years and after 1 for 5 bonus issue their average cost is
67 x .8 = 53.6 sen
Whoa at today closing price of 53.5 sen we are still getting at slightly below their holding cost after 4 years?
Great!
Why Now Is the Most Opportune Time for Us to Buy Into Pantech
7) PANTECH HAS SECURED A PERPETUAL MAINTAINENCE CONTRACT FOR THE PETRONAS REFINERY IN RAPID
See Annual Report
TREND AND OUTLOOK
It is anticipated that the oil and gas industry will continue to recover in 2018 as mooted by various parties. At the time of writing, oil is trading at around the USD65 mark per barrel. This is a much better state than it was in the preceding financial year where it was fluctuating at USD50 per barrel. The decision by key oil producing nations to curb oil production in order to stabilise prices has borne fruit.
At home, the completion of the RAPID project stands at 87% and is on track to be fully operational by end-2019. A steam cracker plant, petrochemical complex, air separation unit (ASU) and Pengerang Deepwater 2 have yet to be completed while the raw water supply project (Pamer), Pengerang Cogeneration Plant and Regassification Terminal 2 (RGT2) are already operational.
Saudi Aramco has earlier in the year completed its RM27.44 billion investment into RAPID, and it has spurred prospects. Maintenance contracts of RAPID once completed will be a good avenue of income. As it stands, maintenance contributes about 40% to Pantech Group’s revenue from the oil and gas sector. Being in this industry, maintenance works are essentially perpetual as they are critical in ensuring safety and optimal operations.
Read very very very carefully these words again
(((maintenance works are essentially perpetual as they are critical in ensuring safety and optimal operations.)))
perpetual means for "forever" as long as RAPID REFINERY COMPLEX EXISTS
24 HOURS A DAY 7 DAYS A WEEK PANTECH IS CONTRACTED TO KEEP TO THE SAFETY OF ALL THE PIPES AND VALVES OF THIS GIGANTIC COMPLEX!
THAT IS ASSURED LUCRATIVE INCOME IN PERPETUITY FOR PANTECH!!!
AND MORE! REFINERY WILL BE CLOSED FOR CERTAIN PERIOD FOR MAJOR MAINTENANCE OVERHAUL & REPLACEMENT OF WORN OUT PARTS
HOORAY!! EVEN MORE BUSINESS FOR PANTECH!!
8) NOW PANTECH HAS A STOCK OF 30,000 OIL PIPES NOT ONLY FOR OIL & GAS - THE PIPES ARE ALSO FOR THE PALM OIL INDUSTRIES: AS LONG AS OIL FLOWS THEY NEED PIPES FROM PANTECH!!
AND MALAYSIA & INDONESIA COMMAND 90% OF THE WORLD'S OIL PALM MARKETS
AMONG THE TOP CUSTOMERS OF PANTECH ARE ROBERT KUOK OF WILMAR AND FELDA IN MALAYSIA
9) PANTECH IS SO VERY VERY VERY IMPORTANT FOR O&G AND OIL PALM INDUSTRIES THAT AMONG TOP 30 HOLDERS OF PANTECH ARE FELDA & PETRONAS
SEE
coming in at top no 2 is
2.KOPERASI PERMODALAN FELDA MALAYSIA BERHAD60,461,200 8.13%
FELDA IS ONE OF THE LARGEST PLANTATION HOLDINGS IN THE WORLD
FELDA OWNS 60.4 MILLIONS PANTECH SHARES AT 8.13%
coming in at top no. 26 is
26. CIMB GROUP NOMINEES (TEMPATAN) SDN BHD 4,000,000 0.54 EXEMPT AN FOR PETROLIAM NASIONAL BERHAD (AMUNDI MALAYSIA)
PETRONAS HAS 4 MILLION PANTECH SHARES
10. ONE OF TOP INVESTMENT SECRETS MY JOHOR SIFU NOTICED ABOUT GREAT SIFU WARREN BUFFET IS THIS
A) RULE NUMBER ONE IS - NEVER TO LOSE MONEY
B) RULE NUMBER TWO? TO REMEMBER RULE NUMBER ONE : THAT IS NEVER TO LOSE MONEY
C) RULE NUMBER THREE
WHERE GOT RULE NUMBER THREE?
YES THERE IS
RULE NUMBER THREE IS THIS
TO BUY A SHARE WITH A BOND NATURE
HE BOUGHT COCA COLA BECAUSE IT IS THE NUMBER ONE DRINK ON EARTH & GROWING
HE BOUGHT GILLETTE SHAVING BLADE BECAUSE OUT OF 7 BILLION PEOPLE ON EARTH 50% OR 3.5 BILLIONS ARE MEN WHO WILL WAKE UP IN NEED OF SHAVING HIS BEARD EVERY MORNING
I ONCE BOUGHT MTD INFRAR BECAUSE IT OWNED THE KL KARAK HIGHWAY TOLL BOOTH
ALL CARS PASSING FROM KUANTAN TO KL MUST PASS THROUGH AND PAY TOLL
IT WAS TAKEN PRIVATE BY MTD
SO THIS PANTECH WILL RIDE ON THE GROWTH AND BOOM OF RAPID FOR "FOREVER"
BEST REGARDS
Calvin Tan Research
Singapore
Please buy or sell after doing your own due diligence
They said, "When times are good Nestle is good. But when times are bad Nestle is better"
I asked, "How come?"
So they replied, "When time is good people drink milo in the coffee shop. But when times are bad people still drink milo. But now they make their own milo at home" Why not make coffee or tea? Brewing coffee or tea too troublesome. So just drink milo
And in good times peolpe eat in restaurant. In bad times people eat maggee at home to save money
NOW I THINK OF PANTECH
WHEN RAPID IN OPERATIONS 7 DAYS A WEEK AND 24 HOURS A DAY PANTECH IN GOOD TIME DUE TO CONSTANT MONITORING AND MAINTENANCE
IN TIMES WHEN REFINERY SHUT DOWN FOR FULL MAINTENANCE? Then Pantech will do even better because more business as Worn out pipes & valves need replacing
Good to see coverage on pantech. Had invested in Pantech for years, only regret is never topping up more when it was at 0.45 cents.
You forgot one important point. Pantech gives consistent dividend almost every quarter. Also, if Pantech is allowed to export to the US soon there will be a 15% increase in revenue. They have already submitted appeal in the US for anti dumping tax US imposed for China and result might be out soon.
Those syndicates promoting iwcity are leading people astray
Ecrl not going to Bandar Malaysia
Ecrl will pass from Tok Bali all the way to maran, bentong then to gombak, serendah and to Port Klang
In serendah Talam commercial and industrial lands will benefit In pahang bentong and maran Azrb will benefit In Tok Bali where there is a station Azrb will benefit
Posted by calvintaneng > Feb 22, 2019 06:38 PM | Report Abuse X
WAHAHA!
Correct Dayang's fantastic result shows that O&G stocks Bull Run is intact
The recent scare in Carimin result was due to carimin operation over in Trengganu impacted by Monsoon
For Dayang it operates in Sarawak so it is not that affected
SO good for Dayang will be also So Good for Naim
Now it will also be Good for carimin after Monsoon over
Also good for Azrb. Azrb got 2 supply base in Trengganu & Kelantan
And Good also for Pantech Pantech supplies oil pipes & valves to On shore & Off Shore players like Carimin, Dayang, Azrb,
See
Provision of Maintenance Services Dayang’s subsidiary, Dayang Enterprise Sdn Bhd (DESB) undertakes the overall provision of maintenance services, which focuses on the following areas:
Maintenance of Topside structure Maintenance of pipes and valves and Electrical and instrumentation The maintenance services are provided either on a routine or scheduled basis or during a breakdown or emergency, in which case maintenance works are undertaken due to fault or failure.
Dayang will be in the Bull Run of O&G this year due to RAPID needing extra 150,000 barrels of oil for its REFINERY IN RAPID
Calvin bought into Naim because Naim is Top holder of Dayang. Dayang office is located in Naim building
So Naim is also good. These also good AZRB, PANTECH which supplies oil pipes & valves to Dayang and all other onshore & off shore O7G players. Dialog also
HOLD TIGHT AS WE ARE IN O&G BULL RUN NOW!! 22/02/2019 18:42
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
Thought for the Day
Years ago I heard from Nestle sales people
They said, "When times are good Nestle is good. But when times are bad Nestle is better"
I asked, "How come?"
So they replied, "When time is good people drink milo in the coffee shop. But when times are bad people still drink milo. But now they make their own milo at home" Why not make coffee or tea? Brewing coffee or tea too troublesome. So just drink milo
And in good times peolpe eat in restaurant. In bad times people eat maggee at home to save money
NOW I THINK OF PANTECH
WHEN RAPID IN OPERATIONS 7 DAYS A WEEK AND 24 HOURS A DAY PANTECH IN GOOD TIME DUE TO CONSTANT MONITORING AND MAINTENANCE
IN TIMES WHEN REFINERY SHUT DOWN FOR FULL MAINTENANCE? Then Pantech will do even better because more business as Worn out pipes & valves need replacing
SO GOOD!!
2019-02-21 07:58