Investing oilgas company becareful,most of them problem facing huge debt,financial losses , low contract and low cashflow !
THE INVESTMENT APPROACH OF CALVIN TAN
LIST OF O&G COMPANIES AND THEIR TRUE STATUS (Calvin thinks Some are Great)
calvintaneng
Publish date: Fri, 22 Mar 2019, 09:42 PM
calvintaneng
0 1,803
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Problem Malaysia oilgas company.
Author: muze | Publish date:
| Market cap | Company | Price | 2015 | 2016 | 2017 | 2018 | Cash | Debt |
| 1.14b | armada | 0.195 | -171.39m | -1.940b | 4.92 m | -2.31b | 1.22b | 7.98b |
| 138.66m | alam | 0.15 | -1981m | -144.76m | -145.84m | -171.60m | 82.12m | 122.43m |
| 96.11m | barakah | 0.115 | 5.59m | 16.36m | -216.72m | -61.60m | 44.97m | 174.23m |
| 223m | carimin | 0.955 | -2.79m | 6.288m | -24.35m | -4.5m | 21.43m | 58.55m |
| 1.611b | dayang | 1.67 | 202.01m | 78.68m | -63.83m | 148m | 201.73m | 1.06b |
| 20.42m | daya | 0.01 | -2.78m | -200.9m | -17.59m | -170m | 68.21m | 233.45m |
| 449m | deleum | 1.12 | 71.15m | 49.76m | 54.02m | 29.82m | 134.91m | 63.19m |
| 18.33b | dialog | 3.26 | 370.45m | 368.72m | 448.76m | 502.1m | 1.11b | 1.68b |
| 244m | eatech | 0.485 | 23.68m | 21.54m | -131.90m | 90.36m | 13.78m | 400m |
| 63m | handal | 0.395 | 11.42m | -11.40m | 0.28m | -9.2m | 3.18m | 24.87m |
| 1.65b | hibiscus | 1.04 | -45.27m | 56.32m | 62m | 331.9m | 203.84m | 14.33m |
| 123m | icon | 0.105 | -363.5m | -149.82m | -49.92m | -437.7m | 52.65m | 650.51m |
| 228m | kub | 0.41 | 28.53m | 32.33m | 40m | 2.14m | 123.43m | 170.93m |
| 308m | knm | 0.13 | 124m | -316.64m | -28.83m | -787.7m | 411.15m | 1.47b |
| 1.36b | mhb | 0.85 | 22.5m | -135m | 11m | -124m | 589m | 48.35m |
| 76m | m&g | 0.105 | 6.44m | -131.16m | -367.8m | -61.71m | 18.04m | 974.96m |
| - | perisai | suspend | -661.2m | -339.12m | -308.58m | -513.20m | 42.26m | 1.253b |
| 361m | perdana | 0.465 | -115.60m | -28.04m | -181.94m | -40.91m | 36.55m | 633.25m |
| 363m | penergy | 1.13 | 59.42m | -124.48m | -46.62m | -20.99m | 94.37m | 123.52m |
| 367m | reach | 0.335 | -15.95m | 119.307m | -121.73m | -60.76m | 48.8m | - |
| 54m | scomi | 0.05 | 105.45m | 25.79m | -158.62m | -271.60m | 66.68m | 685m |
| 175m | scomies | 0.075 | 107.39m | 11.99m | -126.61m | -144.31m | 65.96m | 194m |
| 5.75b | sapnrg | 0.36 | 1.615b | -712.64m | -385.24m | -2.58b | 689m | 17.72b |
| 42m | sumatec | 0.01 | 30.23m | -29.79m | -59.67m | -2.74m | 0.14m | 35.08m |
| 72.88m | thheavy | 0.065 | -53.40m | -452.01m | -116.07m | -139.9m | 60.98m | 149m |
| 222m | t7global | 0.53 | -73.80m | 3.09m | 9.8m | 10.82m | 36.35m | 39.91m |
| 332m | uzma | 1.04 | 22.54m | 50.53m | 20.08m | 21.34m | 76.79m | 471m |
| 2.5b | velesto | 0.305 | -349.39m | -1.181b | -1.133b | -18.76m | 229.92m | 1.43b |
| 604m | waseong | 0.78 | 35.7m | -225.86m | 122.60m | 59.86m | 156.36m | 847m |
| 4.95b | yinson | 4.53 | 279.38m | 296.46m | 213.17m | 249.74m | 1.06b | 2.79b |
PN17 : daya,thheavy,sumatec
m= millions
b=billions
AZRB ALSO IN ON SHORE OIL & GAS SUPPORTING INDUSTRY
| Market cap | Company | Price | 2015 | 2016 | 2017 | 2018 | Cash | Debt |
| 1.14b | armada | 0.195 | -171.39m | -1.940b | 4.92 m | -2.31b | 1.22b | 7.98b |
| 138.66m | alam | 0.15 | -1981m | -144.76m | -145.84m | -171.60m | 82.12m | 122.43m |
| 96.11m | barakah | 0.115 | 5.59m | 16.36m | -216.72m | -61.60m | 44.97m | 174.23m |
| 223m | carimin | 0.955 | -2.79m | 6.288m | -24.35m | -4.5m | 21.43m | 58.55m |
| 1.611b | dayang | 1.67 | 202.01m | 78.68m | -63.83m | 148m | 201.73m | 1.06b |
| 20.42m | daya | 0.01 | -2.78m | -200.9m | -17.59m | -170m | 68.21m | 233.45m |
| 449m | deleum | 1.12 | 71.15m | 49.76m | 54.02m | 29.82m | 134.91m | 63.19m |
| 18.33b | dialog | 3.26 | 370.45m | 368.72m | 448.76m | 502.1m | 1.11b | 1.68b |
| 244m | eatech | 0.485 | 23.68m | 21.54m | -131.90m | 90.36m | 13.78m | 400m |
| 63m | handal | 0.395 | 11.42m | -11.40m | 0.28m | -9.2m | 3.18m | 24.87m |
| 1.65b | hibiscus | 1.04 | -45.27m | 56.32m | 62m | 331.9m | 203.84m | 14.33m |
| 123m | icon | 0.105 | -363.5m | -149.82m | -49.92m | -437.7m | 52.65m | 650.51m |
| 228m | kub | 0.41 | 28.53m | 32.33m | 40m | 2.14m | 123.43m | 170.93m |
| 308m | knm | 0.13 | 124m | -316.64m | -28.83m | -787.7m | 411.15m | 1.47b |
| 1.36b | mhb | 0.85 | 22.5m | -135m | 11m | -124m | 589m | 48.35m |
| 76m | m&g | 0.105 | 6.44m | -131.16m | -367.8m | -61.71m | 18.04m | 974.96m |
| - | perisai | suspend | -661.2m | -339.12m | -308.58m | -513.20m | 42.26m | 1.253b |
| 361m | perdana | 0.465 | -115.60m | -28.04m | -181.94m | -40.91m | 36.55m | 633.25m |
| 363m | penergy | 1.13 | 59.42m | -124.48m | -46.62m | -20.99m | 94.37m | 123.52m |
| 367m | reach | 0.335 | -15.95m | 119.307m | -121.73m | -60.76m | 48.8m | - |
| 54m | scomi | 0.05 | 105.45m | 25.79m | -158.62m | -271.60m | 66.68m | 685m |
| 175m | scomies | 0.075 | 107.39m | 11.99m | -126.61m | -144.31m | 65.96m | 194m |
| 5.75b | sapnrg | 0.36 | 1.615b | -712.64m | -385.24m | -2.58b | 689m | 17.72b |
| 42m | sumatec | 0.01 | 30.23m | -29.79m | -59.67m | -2.74m | 0.14m | 35.08m |
| 72.88m | thheavy | 0.065 | -53.40m | -452.01m | -116.07m | -139.9m | 60.98m | 149m |
| 222m | t7global | 0.53 | -73.80m | 3.09m | 9.8m | 10.82m | 36.35m | 39.91m |
| 332m | uzma | 1.04 | 22.54m | 50.53m | 20.08m | 21.34m | 76.79m | 471m |
| 2.5b | velesto | 0.305 | -349.39m | -1.181b | -1.133b | -18.76m | 229.92m | 1.43b |
| 604m | waseong | 0.78 | 35.7m | -225.86m | 122.60m | 59.86m | 156.36m | 847m |
| 4.95b | yinson | 4.53 | 279.38m | 296.46m | 213.17m | 249.74m | 1.06b | 2.79b |
Great ones are Penergy, T7 Global & MHB
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Discussions
2 people like this. Showing 35 of 35 comments
Thks
Credit goes to
Author: muze
Calvin just borrowed from him
As for Deleum it is consistent with dividends. One counter also very consistent in paying dividend is Pantech. This Pantech better than Deleum
2019-03-23 00:02
PENERGY HIGHLIGHTED IN YELLOW BETTER THAN DELEUM
See Penergy profit
Increased from 94.37m to 123.52m (Shaded yellow)
DELEUM profit
Decreased from 134.91m 63.19m (Shaded green)
SO PENERGY SHOWS INCREASING PROFIT WHILE DELEUM SHOWS DECREASING PROFIT
MAY 2019 MIGHT SHOW PENERGY GARNERS ANOTHER FANTASTIC QUARTER!!
2019-03-23 00:07
T7 GLOBAL MIGHT BREAK OUT INTO MULTI YEAR HIGH PROFITS ALL THROUGH 2019 To 2021
T7 GLOBAL PRICE MIGHT JUMP LIKE CARIMIN, DAYANG, NAIM OR PENERGY
2019-03-23 00:11
VELESTO WILL ALSO SPRING GREAT SURPRISE FOR YEAR 2019
1) MORE RIG JOBS FROM 15 to 25 & UP TO 29 OIL RIGS (SO AN INCREASE OF 40% TO 93% FOR VELE VELE GOOD VELESTO)
2) HWUs Works will Double
ANOTHER BIG PLUS
VELESTO SHOULD DOUBLE OR TRIPLE INPRICE
2019-03-23 00:14
AND NOT INCLUDED IN THE LIST IS ANOTHER GREAT STOCK = AZRB
A to Z BHD (Everything also got from Toll Road to Teaching Hospital to Construction of MRT, to Marine Oil Supply to Plantation to Kemaman Marine Oil Hub
BUT THE BIGGEST BONANZA WILL BE TOK BALI THE MAJOR UPCOMING OIL HUB THAT WILL RIVAL BINTULU PORT
SO AZRB ALSO EXPECTED TO SHOOT PASS RM1.00
2019-03-23 00:17
sap a small petronas is a billion dollar co.
the rest r small fishes
its gearing have came down from 1.7x to 0.5x
ur info not r updated
2019-03-23 08:38
Thanks Calvin.
After loading up on BJcorpse, L&G, CBIP and Jtiasa I am now broke.
Monday I'll go exchange my kidney for some t7global.
2019-03-23 10:22
REACH have more than 300m liability need pay to corporate share holder in subsidiary, can this consider debt free??
Take all infor with pint of salt.
shall only trust quarter report and annual report information
2019-03-23 10:27
Destini and Azrb both have other businesses. They are not pure oil and gas players just like Naim is in oil and gas through dayang
2019-03-23 12:46
All oil and gas will do very well this year unless they are bogged down by high debts
2019-03-23 12:47
Guy, got whatspp group for sharing? Sharing and learning from chun chun Calvin
2019-03-23 13:04
Does this mean OSV player like Alam will have more contracts ?
What do you think about Alam ? any comment ?
calvintaneng VELESTO WILL ALSO SPRING GREAT SURPRISE FOR YEAR 2019
1) MORE RIG JOBS FROM 15 to 25 & UP TO 29 OIL RIGS (SO AN INCREASE OF 40% TO 93% FOR VELE VELE GOOD VELESTO)
2) HWUs Works will Double
ANOTHER BIG PLUS
VELESTO SHOULD DOUBLE OR TRIPLE INPRICE
23/03/2019 12:14 AM
2019-03-23 16:14
Posted by Leoleo > Mar 23, 2019 4:11 PM | Report Abuse
calvin sumatec debt only 35.08 M ? are you sure ?
In latest sumatech report the term loan is Rm35 millions
2019-03-23 16:51
Leoleo
Thheavy, daya & sumatech are under Pn17. Alam, Barakah & Perisai have high debts
So better avoid
Look for these which have clean balance sheets
1) Penergy
2) T7 Global
3) AZRB
4) Pantech
5) Velesto
6) Destini
7) MHB
2019-03-23 16:59
Calvin do you have whatsapp or telegram number, please add me, +60193629402
2019-03-23 18:00
1) Penergy
2) T7 Global
3) AZRB
4) Pantech
5) Velesto
6) Destini
7) MHB
CALVIN IF YOU ARE GOING TO PICK ONLY ONE, WHICH THAT WILL BE, AND WHY???
2019-03-23 18:03
Posted by johnny cash > Mar 23, 2019 6:00 PM | Report Abuse
Calvin do you have whatsapp or telegram number, please add me, +60193629402
I joined this group of whataspp friends
You may go there
012 2705319
2019-03-23 18:05
Posted by johnny cash > Mar 23, 2019 6:03 PM | Report Abuse
1) Penergy
2) T7 Global
3) AZRB
4) Pantech
5) Velesto
6) Destini
7) MHB
CALVIN IF YOU ARE GOING TO PICK ONLY ONE, WHICH THAT WILL BE, AND WHY???
ALL ARE GOOD
HARD TO SAY WHICH IS BEST
Just buy a little of everyone
2019-03-23 18:06
Calvin if you are going to pick one oil n gas counter, which that will be
2019-03-23 18:08
Not one only
Pick these whlie cheap
1) T7 Global (Very cheap)
2) Destini *(Very great)
3) Penergy (2 OGSE jobs given. Might beat dayang )
4) Velesto (HWUs & Oil Rigs champion. Superb)
5) AZRB )Tok Bali Oil Hub. Super Growth)
2019-03-23 18:18
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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....
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2019-03-22 21:46