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
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
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
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
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
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
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
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
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
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
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
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
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....)
Created by calvintaneng | Aug 30, 2024
Created by calvintaneng | Aug 30, 2024
Created by calvintaneng | Aug 29, 2024
Created by calvintaneng | Aug 28, 2024
Created by calvintaneng | Aug 23, 2024
Created by calvintaneng | Aug 22, 2024
calvintaneng
SOMETHING VERY VERY BIG IS GOING ON IN NEXT
WHY?
ANSWER:
BECAUSE NETX INSIDERS/DIRECTORS BOUGHT A WHOPPING 103 MILLION NETX SHARES FROM OPEN MARKET AT 1,5 SEN TO 2 SEN FROM OPEN MARKET FROM
6TH AUGUST TO 23RD AUGUST 2019
ASK THESE INTELLIGENT QUESTIONS:
1) WHY DIRECTORS SUDDENLY BOUGHT SUCH HUGE AMOUNT OF NETX SHARES AS HIGH AS 2 SEN AFTER 3 YEARS DIDN'T BUY ANY?
2) IS IT BECAUSE MCMC MINISTER GOBING SINGH HAVE CONSULTED THEM ABOUT PRIVATE-PUBLIC PARTNERSHIP FOR NFCP RM21.6 BILLIONS FOR FIBERISATION
3) WHY WAS NETX CONSULTED? IS IT BECAUSE OF TELEKOM BEING AWARDED RM10.8 BILLIONS FOR NFCP JOBS & THEN TELEKOM OUTSOURCED FIBER INSTALLATION TO NETX AND OTHER PARTIES LIKE IT DID IN YEAR 2011?
4) THERE IS NO SMOKE WITHOUT FIRE
SO IF NOTHING IS HAPPENING WHY NETX DIRECTORS WANT TO BY SO MUCH NETX SHARES AS HIGH AS 2 SEN?
THESE PROVOKING MOVES SHOW SOME VERY VERY EXCITING TIMES ON THE WAY FOR NETX SOON
SO WHAT ARE YOU GUYS WAITING FOR?
NETX IS NOT 20 SEN. ONLY 2 SEN NOW LIKE DIRECTORS ENTRY PRICE IN AUGUST 2019
2019-11-05 10:19