Hi guys,

Below is a summary of some posts compiled from Netx Forum

 Posted by calvintaneng > Oct 1, 2019 2:43 AM | Report Abuse X

JUST AS PETRONAS GOT 5 OGSEs NOW NFCP ALSO GOT 5 SPECIAL IT GENERALS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/227570.jsp
01/10/2019 2:42 AM

Posted by calvintaneng > Oct 1, 2019 6:53 PM | Report Abuse 

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Gtrade

Calvin got no syndicate

Calvin hates pump and dump con stocks

Only recommend stocks which have

1. Margin of safety. Selling discount to NTA

2. Try to avoid those that having high debt not backed by assets of value

3. In growing industry or coming catalyst

4. Better still if it pays dividend or cash payout in good times

5. In imminent reentry into cyclical uptrend zone

A favourable entry price after price has crashed from all time high and bottoming out with sellers all gone

 Posted by calvintaneng > Oct 2, 2019 3:19 AM | Report Abuse 

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You must go see the accounts of netx very very carefully

Netx is a big surprise!!

It has almost no debt!!

Netx has Rm34 MILLIONS PURE CASH

NEXT HAS INVESTMENT IN MLAB SHARES AND OTHERS

AT 1.5 SEN NETX IS SELLING AT 50% DISCOUNT TO NTA WITH HIGH MARGIN OF SAFETY

SO HOW CAN A STOCK LIKE NETX GO INTO PN17?

YOU KNOW MATHS OR NOT?

DID YOU EVER GO TO SCHOOL?

Posted by calvintaneng > Oct 2, 2019 11:16 AM | Report Abuse 

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faizal opcom 17.73mil debt 0.7mil
Netx cash flow 34.85mil debt 2.30mil
redtone cash flow 51.76mil debt 1.66mil
gpacket cash flow 26.45mil debt 269mil
ock cash flow 67.75mil debt 490mil
02/10/2019 10:59 AM

GOOD!!

OPCOM, REDTONE AND NETX ALL GOT HIGH CASH BUT VERY LITTLE BORROWINGS

IF YOU DON'T OWE MONEY YOU WON'T GO BANKRUPT

IF YOU GOT MONEY AND GOOD COMING REVENUE THE PROFITS CAN GO INTO DIVIDEND OR CASH PAYOUT LATER

SO FOCUS YOUR AIM ON

NETX
OPCOM
REDTONE

Posted by calvintaneng > Oct 2, 2019 1:37 PM | Report Abuse 

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Posted by simon > Oct 2, 2019 1:15 PM | Report Abuse

Mr Calvin Tan, Netx for last few quarter are not profit, coming quarter can make profit ? this may effect the share price ? TQ


SIMON

LOOK BEYOND ONE OR TWO QUARTERS

WHEN CALVIN ISSUED BUY CALL FOR CARIMIN AT 39 SEN THE QTR RESULTS BEFORE AND AFTER WERE ALSO NEGATIVE

WHEN CALVIN TOOK NOTE WAS THE RM60 MILLIONS JOB THAT PETRONAS GAVE CARIMIN THAT MATTERS https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/145533.jsp

ONLY LATER, MUCH LATER CARIMIN REPORTED GOOD RESULTS

THE REST OF THE STORY FOR CARIMIN IS NOW HISTORY AND TODAY CARIMIN IS REACHING NEAR RM1.10 AS I TYPE NOW https://klse.i3investor.com/servlets/stk/5257.jsp

LIKE PLANTING MAU SANG WANG DURIAN TREES

YOU DON'T SEE ANY DURIAN FRUIT FOR THE 1ST FEW YEARS. BUT ONE DAY
MAU SANG WANG WILL BEAR FRUIT

ONLY THEN CHINA PEOPLE GO GAGA AND TAKE PLANE TO MALAYSIA AND VISIT DURIAN FARM

SO LOOK TO NFCP RM21.6 BILLIONS JOB AWARD THAT WILL FLOW TO MANY IT ENTITIES LIKE NETX, OPCOM AND REDTONE

SEEK BEYOND THE NOW TO A VERY VERY BIG BIG BOUNTIFUL HARVEST


SO BUYING NETX AT 1 OR 1.5 SEN IS JUST LIKE BUYING INTO CARIMIN AT 39 SEN THEN

 Posted by calvintaneng > Oct 6, 2019 3:45 PM | Report Abuse 

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Hahaha!

Of course chicken on the ground can see nothing ahead

Eagle sees first
Followed by other flying raptors
The chicken on the ground see nothing until too late

By the time everyone can see Carimin, Penergy, Naim and Dayang are good they are no longer cheap like before

Same goes for Opcom, redtone and netx
By the time everything about them are crystal clear out in the open prices would have gone up by 2x, 3x, 4x or more.

Posted by calvintaneng > Oct 7, 2019 12:13 AM | Report Abuse 

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NETX (0020) - THE MOST MISUNDERSTOOD DIGITAL STOCK OF HIDDEN VALUE, Calvin Tan Research
Author: calvintaneng | Publish date: Mon, 7 Oct 2019, 12:12 AM

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/228509.jsp

Posted by calvintaneng > Oct 7, 2019 8:51 AM | Report Abuse 

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THE FACT OF NETX HISTORY

IN YEAR 2011 NETX RECEIVED JOB AWARD FROM TELEKOM FOR RM19.7 MILLIONS TO INSTALL TELCO INFRASTRUCTURE

IT RESULTED IN A 5 SEN COMBINED PROFIT FOR 2 QUARTER RESULTS FOLLOWING

AT THAT NETX SHARE PRICE WENT DOUBLE TO TRIPLE LIMIT UP FROM 4 SEN TO 26 SEN OR UP 650%

THAT WAS WHEN TELEKOM SECURED RM359 MILLIONS FIBER CABLE SUPPLY FROM OPCOM

THIS ROUND THE DIGITAL ECONOMY THRUST HAS GIVEN TELEKOM RM10.8 BILLIONS SHARE = 50% OF RM21.6 BILLIONS FOR NFCP

WHAT IS THE JOB QUANTUM FOR NETX?

IF SAME AS YEAR 2009 THEN ANOTHER SIMILAR 5 SEN PROFIT IN 2 QUARTERS?

AT 1.5 SEN NOW WHAT IS THE PERCENTAGE GAIN?

A WHOPPING 333%

WHAT IS THE JOB AWARD IS BIGGER THAN RM19.7 MILLIONS?

IF TIMES 5 = 25 PROFIT

AND IF TIMES 10 = RM2.50 PROFIT

IF THIS IS THE TRUTH THEN HOW COME MARKET ONLY VALUE NETX AT 1.5 SEN?

WHAT IS WRONG

OR MR. MARKET HAS TOTALLY OVERLOOKED THIS HIDDEN GEM?

Posted by polycarp > Oct 7, 2019 11:44 AM | Report Abuse 

NETX HIGHEST PRICE WAS DATED 27TH APRIL
2012

SO THE BEST TIME TO BUY WAS 3.5 SEN TO 4 SEN BEFORE THE JOB AWARDED BY TELEKOM FOR RM19.7 MILLIONS

AND THE BEST TIME TO SELL IS WHEN NETX REPORTED TO POSITIVE QUARTER EARNINGS WHEN IT WENT DOUBLE OR 3X LIMIT UP TO 26 SEN & TRIGGERED UMA FROM BURSA


NOW LAST ROUND TELEKOM BOUGHT RM359 MILLIONS WORTH OF FIBER OPTIC CABLES FROM OPCOM AND RESULTED IN RM19.7 MILLIONS JOB AWARD TO NETX FOR INSTALLATION OF INFRASTRUCTURE


THIS ROUND TELEKOM WILL BE GIVEN RM10.8 BILLIONS JOB PLUS ALSO ANOTHER RM10.8 BILLIONS FOR OTHER DIGITAL ECONOMY PLAYERS


How Much more than Rm359 Millions?


Just divide Rm10.8 Billions by Rm359 Millions = 30X or 3,000% more



So if Job award also correspond to last time then Rm19.7 Millions to Rm591 Millions

How much profit

To make it simple just do a short cut

Last time was 5 sen

So 5 sen X 30 = Rm1.50 profit?

That's unbelievable!

Okok

Calvin has a more sensible target price for Netx

8 Sen will do.

Posted by thesteward > Oct 7, 2019 8:17 PM | Report Abuse 

To be fair to Calvin tan netx at 1sen/1.5 Sen is a good recommendation. Nta is 3 Sen n unlikely to bungkus like some high debt cos .
last time m3tech up fm 5 Sen to if not wrong 18
Penny counters get at low n just wait as long as there is potential .
It just needs some contract from Tm etc
They already have funds from earlier pp which is at higher price than 1/1.5 Sen .
We are going towards digital/fiberization era .
Last time redtone also make losses for a few quarters n low profit that was why price drop to a low of 15 Sen in 52 weeks earlier on. But look at redtone now . Whoever bot at 15/20 Sen n hold it is so worth the while.
At 1/1.5 Sen netx (risk vs return looks pretty ok) . We get it lower than private placees ;-) .

Posted by calvintaneng > Oct 8, 2019 9:31 AM | Report Abuse

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Jaks at 40 sen only Calvin shout buy call

Jaks above RM1. 00 all sifu and "experts" appeared to chase it

Calvin was very greedy when jaks was 40 sen and few bothered to pay any attention

Jaks at Over RM1. 00 and Calvin gave warning and all shut their ears to Calvin's warning

Calvin say buy Netx now
All say no

Calvin say sell netx at 8 sen one day in future?

What will people say then?

Tell you what?

They will say Netx at 8 sen very cheap
It will go to 30 sen

 Posted by calvintaneng > Oct 8, 2019 10:01 AM | Report Abuse

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Tell you the reason why

There are 2 groups of people out there

THE Market Place for stocks which are under influence of remisiers and fund managers

AT 1 sen to 1.5 sen no fund manager will take a second look at it.

For remisiers they too cannot recommend it for 2 reasons

A) Next is very illiquid
How to tell clients to buy when after buying even at 1 sen cannot sell at 1.5 sen

Everyday got big buy sell queue but little transaction

So if no trading how to make commission?

Better tell customers to chase top 10 hot stocks which are popular and liquid

B) Remisiers take a cursory glance at Netx latest quarterly result
Looks horrible due to impairment loss, currency conversion loss and compensation to employees?

Aha they don't bother to dig deeper into the accounts and see the true status

Klse got over 1,000 stocks

Why bother
Just tell clients to chase the top 10 hot stocks enough

Redtone now hot? Dayang very hot?

Now go chase......

AND so the story goes


Doubters will doubt and Value investors will invest

90% who follow popular consensus will eventually lose money

THE 10% contrarian investors who buy in fear at bottom prices will do very very well

Posted by Gtrade > Oct 8, 2019 12:04 PM | Report Abuse

Thanks Calvin for this info. Now we understand how important national fiberisation to Msia digital economy.


Last time Tun Dr M invited Microsoft boss Bill Gates to visit Cyber jaya for the Internet investment

Bill Gates being the gentleman that he is just smiled when he saw Telekom still using 2g copper wires

How to have Internet or data center type of investment into Malaysia if the basic digital infrar is so primitive in Malaysia

Imagine telling people to have Fomula 1 racing cars in Kapit? How can they race. Kapit don't even have roads. Their means of transport is by river

So Bill Gates just smiled donated Rm1 millions to Malaysia Internet future and left

Posted by calvintaneng > Oct 8, 2019 1:56 PM | Report Abuse 

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Correct
In Trengganu offshore fishermen can't go fishing from Nov to March due to rough sea

So they do other task onshore to wait for next fishing season

So NETX after winning Rm19. 7 millions job award from Telekom diversified into electronic payment while waiting for next job bonanza award

Now time is rope for another big one up to few hundred millions

This is our chun chun timing opportunity

AND price also at Rock bottom

Luck is preparation meeting opportunity!!

Posted by calvintaneng > Oct 8, 2019 2:04 PM | Report Abuse 

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Telekom still got 2.8 million copper lines to be replaced with fiber optic cables

Copper lines can only serve old tech of 2g and 3g

Copper lines cannot serve 5g

And 4g uses fiber optic cables

5g builds on 4g infrar

So there will still be lots and lots of digital infrar installation for Malaysia

Malaysia already 10 to 20 years behind time compared to China, Korea, Japan and Singapore

Better play catch up faster

Posted by calvintaneng > Oct 8, 2019 3:19 PM | Report Abuse 

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THE BEGINNING OF BULL RUN TIME FOR NETX


""BULL MARKET IS BORN IN PESSIMISM, GROWS IN SKEPTICISM, MATURES IN OPTIMISM AND DIES IN EUPHORIA""

........LEGENDARY INVESTOR SIR JOHN TEMPLETON



THE INFANT BULL CALLED NETX IS SLOWLY GETTING OUT FROM PESSIMISM INTO 2ND STAGE SOON

THE STAGE OF GROWTH IN THE FACE OF SKEPTICISM

LATER, MUCH LATER, NAYSAYERS WILL GO AWAY CONFOUNDED BY GREATEST CONFUSION

WHY THEY MISSED NETX AT 1 SEN & 1.5 SEN?
 

WHY? WHY? WHY?

PART ONE COMPLETED (To be continued....)