Hi guys,

I just saw this News in Singapore CNA (Channel News Asia)

Lim Guan Eng hopeful East Coast Rail Link talks with China will conclude next month

NOW CALVIN THINKS THESE ARE TWO OIL & GAS COMPANIES THAT WILL BENEFIT : AZRB (7078) & T7 GLOBAL (7228)

1) BOTH AZRB & T GLOBAL HAVE AN INVESTMENT ARM IN REAL ESTATES

AZRB HAS SHOP OFFICES IN SETAPAK, BENTONG, KEMAMAN & KUANTAN, MARANG & TOK BALI

T7 GLOBAL HAS SHOP OFFICES IN SETIAWANGSA, KEMAMAN & AEROSPACE FACTORY IN SERENDAH

SO THEIR REAL ESTATE LANDS & ASSETS WILL APPRECIATE IN VALUE (CURRENTLY, BOTH THEIR PROPERTIES ARE STILL IN OLD BOOK VALUE (IF REVALUED THEIR NTA WILL GO UP)

2) BOTH AZRB & T7 GLOBAL MIGHT BE WINNING JOBS IN ECRL

See AZRB News

AHMAD Zaki Resources Bhd (AZRB), which has remained largely under the radar of investors until recently, sees 2016 as “a turning point from where the group will move on to bigger and better things”.

According to group managing director Datuk Seri Wan Zakariah Wan Muda, 2016 was a turning point for the group as it surpassed the RM1 billion mark in revenue for the first time.

Revenue grew 68.2% to a record RM1.2 billion last year, with its construction segment contributing 93% of the total.

“We have been around for 35 years. But last year was an exciting time for us as we crossed the RM1 billion revenue mark for the first time. I believe 2016 was the turning point for the company towards bigger and better things. We proved that we have the capacity and capabilities at our disposal to undertake the jobs that we have procured,” the 57-year-old tells The Edge in an interview.

The group’s tender book stands at some RM5 billion, comprising mostly infrastructure projects in Malaysia. “Infrastructure jobs make up 55% of our tender book, followed by government buildings (20%), commercial buildings (15%) and hospitals (10%),” he says.

“We are in a good position as we have the capacity and track record of building similar projects,” he adds. In 2013, AZRB pulled off a major coup for its construction business by bagging the East Klang Valley Expressway (EKVE) contract worth RM1.55 billion — its largest project to date.

“We also hope to participate in upcoming tenders such as the East Coast Rail Line, the Kuala Lumpur-Singapore High-Speed Rail, the Light Rail Transit 3 and the Mass Rapid Transit (MRT) Line 3,” he says.

T7 GLOBAL

It was announced earlier T7 Global was partnering with China Company & EPIC to bid for ECRL Projects (And it was cancelled later. But is there a possibility for revival of bidding?

See

MEMORANDUM OF UNDERSTANDING MEMORANDUM OF UNDERSTANDING TO JOINTLY ESTABLISH A COLLABORATION IN RELATION TO THE CONSTRUCTION OF THE EAST COAST RAIL LINE PROJECT

MEMORANDUM OF UNDERSTANDING TO JOINTLY ESTABLISH A COLLABORATION IN RELATION TO THE CONSTRUCTION OF THE EAST COAST RAIL LINE PROJECT

3) BOTH AZRB & T7 GLOBAL O&G BUSINESSES WILL BENEFIT FROM ECRL

T7 GLOBAL's 

PN 4115, Lot No.3791 (Formerly Known as HS (D) 2671, PT 4200), Mukim of Teluk Kalung, District of Kemaman, State of Terengganu/ Lot D2 Kawasan MIEL Teluk Kalung 24007 Kemaman Terengganu; and

A Factory Lot Used as the Group’s Kemaman Operation Centre Providing Complete Maintenance Services

Age of Building: 5.5 Years Tenure: 60-Year Leasehold Expiring 22/08/2057

16,017/(8,626) 623,980.91

T7 GLOBAL HAS TWO OPERATION CENTERS IN KEMAMAN PROVIDING COMPLETE MAINTENANCE SERVICES  FOR OIL & GAS BUSINESS

So Ecrl will enhance connectivity

T7 Global also has an Aerospace Factory in Serendah which ECRL is expected to pass through

AHMAD ZAKI

has farm land in Bentong, Housing Land in Marang, Shop offices in Kuantan, Marine oil Supply Hub in Kemaman, 

Above all it has the New Oil Supply Base in TOK BALI Which has a Rail Station Interchange (A Big One)

Now this TOK BALI SUPPLY BASE IS THE REPLACEMENT FOR ITS VERY LUCRATIVE OIL SUPPLY BASE OWNED BY EPIC (Eastern Pacific Industrial Corporation) taken private by the Trengganu Govt

With me is the STOCK PERFORMANCE GUIDE (Year 2010) By Dynaquest

Here let me show you the details listed about EPIC (now delisted)

Page 213

EASTERN PACIFIC INDUSTRIAL CORPORATION (EPIC) STOCK QUOTE 8265)

Corporate Structure

Activities

Petroleum supply base

Port management

Onshore & off shore minor fabrication services

Water supply services, garbage services, repair & maintenance of equipment

Cargo handling services

Provide labour & rental of equipment

Sludge management

Provision of ICT

CRITIAL STOCK MARKET INFORMATION

Year.........Price range...........DPS............EPS

2005.......1.53......1.96............16.0.............1.4

2006........1.12......1.90...........2.5...............4.7

2007........1.27.......3.32...........7.2..............18.2

2008.........0.71.......2.72..........6.1...............13.1

2009.........0.94.......1.76..........8.5................24.9

2010..........1.48.......1.71.........5.4E...............20.0E

2011.........................................5.4F...............21.0F

E = Estimate

F = Forecast by Dynaquest

From here you see at the peak of EPS Trengganu bought over EPIC from AZRB & took it private

Now look again at the yearly prices

Year lowest was 2008 when Lehman Brothers crisis hit & EPIC low was only 71 sen

Next year in 2009 it rose to a high of Rm1.76 (More than 100% gain)

NOW THE DIRECTORS OF AZRB HAS BEEN WITH THE COMPANY FOR 35 YEARS IN ALL ITS UPs & DOWNs

AND THEY HAVE BOUGHT & BOUGHT UP AZRB SHARES from the Open Market through all the Bad Quarters

DO THEY SEE A BRIGHT FUTURE IN TOK BALI (Replacing EPIC's Success)

See

Their Buying of AZRB Shares

TAN SRI DATO' SRI HAJI WAN ZAKI BIN HAJI WAN MUDA	07-Dec-2018	Acquired	198,000	-
DATO' SR. ABDULL MANAF BIN HJ HASHIM	15-Oct-2018	Acquired	105,000	-
DATO' W ZULKIFLI BIN HAJI W MUDA	30-Aug-2018	Acquired	50,000	-
DATO' W ZULKIFLI BIN HAJI W MUDA	29-Aug-2018	Acquired	15,000	-
DATO' W ZULKIFLI BIN HAJI W MUDA	29-Aug-2018	Transferred	70,000	-
DATO' W ZULKIFLI BIN HAJI W MUDA	29-Aug-2018	Transferred	35,000	-
TAN SRI DATO' SRI HAJI WAN ZAKI BIN HAJI WAN MUDA	05-Jul-2018	Acquired	200,000	-
DATO' SRI WAN ZAKARIAH BIN HAJI WAN MUDA	29-Jun-2018	Acquired	100,000	-
DATO W ZULKIFLI BIN HAJI W MUDA	28-Jun-2018	Acquired	500,000	-
DATUK PROF A RAHMAN @ OMAR BIN ABDULLAH	28-Jun-2018	Acquired	500,000	-
DATO ROSLAN BIN TAN SRI JAFFAR	18-May-2018	Acquired	20,000	-
TAN SRI DATO' SRI HAJI WAN ZAKI BIN HAJI WAN MUDA	18-May-2018	Acquired	20,000	-
DATO ROSLAN BIN TAN SRI JAFFAR	17-May-2018	Acquired	80,000	-
DATO SRI WAN ZAKARIAH BIN HAJI WAN MUDA	17-May-2018	Acquired	100,000	-
DATO W ZULKIFLI BIN HAJI W MUDA	17-May-2018	Acquired	100,000	-
DATO W ZULKIFLI BIN HAJI W MUDA	17-May-2018	Acquired	2,500	-
TAN SRI DATO' SRI HAJI WAN ZAKI BIN HAJI WAN MUDA	17-May-2018	Acquired	80,000	-
DATO ROSLAN BIN TAN SRI JAFFAR	16-May-2018	Acquired	100,000

NOW ALSO GO OVER TO T7 GLOBAL INSIDERS BUYING

TAN SRI DATUK SERI TAN KEAN SOON	21-Sep-2018	Acquired	261,000	0.400
TAN SRI DATUK SERI TAN KEAN SOON	14-Sep-2018	Acquired	332,000	0.410
TAN SRI DATUK SERI TAN KEAN SOON	10-Jul-2018	Acquired	830,000	0.383
TAN SRI DATUK SERI TAN KEAN SOON	09-Jul-2018	Acquired	570,000	0.375
TAN SRI DATUK SERI TAN KEAN SOON	06-Jul-2018	Acquired	940,000	0.370
TAN KAY VIN	29-Jun-2018	Acquired	7,189,000	0.385
TAN KAY VIN	07-Mar-2018	Acquired	1,166,000	0.575

Do you know why Directors & son Tan Kay Vin especially bought 1.166 millions T7 Global Shares at 57.5 sen? So daring?

Answer:

Because they knew PETRONAS Already selected 5 OGSE (Carimin, Dayang, Penergy, Deleum & Sapnrg) for FRESH NEW PROJECTS in January 2018

And by the way

Calvin called for a buy on Carimin at 39 sen in January 2018 long before Carimin saw any profit

If fact before my Buy call & after my buy call Carimin results were both negatives

See February 2018 result of Carimin

After Calvin's buy call in Jan 2018 - the above result in Feb 2018 was negative

Now see the table before Calvin's buy call on Carimin below (Nov 2017 results)

See

SUPER INVESTOR TELLS YOU MUST SEE 2 QUARTER GOOD RESULTS THEN ONLY CAN CALL FOR A BUY

NO NO NO!!!

CALVIN TAN RESEARCH ISSUE BUY CALL  LONG BEFORE GOOD RESULT SURFACES

BY THE TIME EVERY TOM,  DICK OR HARRY CAN SEE GOOD RESULTS PRICES ARE NO LONGER CHEAP ANY MORE

THE TRICK TO BUY CHEAP IS TO "SEE" LONG BEFORE OTHERS ARE ABLE TO SEE

BEST REGARDS

Calvin Tan

Singapore

Please buy/sell after doing your own due diligence

further note

as an after thought

if ecrl is on

then I will raise the New Target Price for both AZRB & T7 GLOBAL TO RM1.20

SEE WHICH ONE WILL REACH RM1.20 FIRST