OPCOM HOLDINGS BERHAD

calvintaneng

TELEKOM TENDERS WERE FOR NOVEMBER & DECEMBER 2019

RESULTS OUT BY JANUARY 2020

RM10.8 BILLIONS ALLOCATED TO TELEKOM (50% OF RM21.6 BILLIONS FOR NFCP)

THE OTHER RM10.8 BILLIONS WILL GO THRU TELCOS LIKE DIGI, CELCOM, MAXIS, UMOBILE & OTHERS.

ALL CAN ALSO PARICIPATE

FINALLY

FINANCE MINISTER LIM GUAN ENG HAS STATED THAT TOTAL NFCP WILL BE RM50.3 BILLIONS

THAT MEANS RM28.7 BILLIONS WILL COME DIRECTLY FROM GOVT TO USP

USP = UNIVERSAL SERVICE PROVIDER

IT WILL BE RM50.3 BILLIONS FOR 5 YEARS

PETRONAS RM30 BILLIONS FOR OGSE TRIGGERED OGSE UPSTREAM STOCKS INTO BULL RUN

FOR THE SAME PATTERN NFCP RM50.3 BILLIONS WILL SPARK BULL RUN IN UPSTREAM DIGITAL MANUFACTURER & INSTALLER STOCKS

2019-12-31 00:44

calvintaneng

Newbiesi3

Hi Calvin, if from your article, shouldnt we buy TM?
31/12/2019 9:25 AM

Newbie

Let me give you the whole picture by way of illustration

Building Nfcp infrar is like building a hotel

Take pintaras Jaya for example. It builds foundation for hotel and the job is done by 3 months to 6 months time

Being in piling it is the 1st to get job and to get payment. If not ptaras jaya can sue for stop work.

Now after hotel has expended money in buying land, paid for construction and furnishings it then rent out hotel rooms to get back capital and profit in 10 to 30 years time.


So Telekom is now spending money in procurement of fiber optics and get contractor to install fibers and towers

Telekom won't see profit until much later when it rent out more unifi or fiber lines to other Telcos for fees

So now if we want to see immediate action we should by Nfcp upstream fiber producer and installers

But if you can hold 5 to 20 years then you can also consider buying TM
31/12/2019 10:27 AM

2019-12-31 12:07

ColinLim

Good. Better buy netx now.cheapest of those recommended.

2020-01-01 21:28

calvintaneng

VERY GOOD MORNING TO ALL DEAR INVESTORS FROM CALVIN OF SINGAPORE

Today's Topic is

WE BUY NETX BECAUSE IT HAS MARGIN OF SAFETY

WHEN NETX WAS 1 SEN CALVIN ISSUED BUY CALL (Now how to buy a stock at 1 sen is beyond Fund Managers. No Fund Manager or IB in their right mind will bother with a share worth only one sen!)

THEN WHY CALVIN DARED TO BUY NETX AT 1 SEN?

ANSWER:

1) NETX HAS ZERO DEBT FOR BUSINESS (You cannot go bankrupt if you don't owe money

2) NETX HAS RM35 MILLIONS IN CASH. When Netx was selling at 1 sen & it has a cash hoard of Rm35 Millions which means it has 1,2 sen in cash per share.

THIS DISCOVERY GAVE GOOD MARGIN OF SAFETY & UNDERVALUATION

3) DIGGING FURTHER INTO ANNUAL REPORT CALVIN DISCOVERED THAT NETX GOT CASH LOANED OUT TO SUBSIDIARY ARIANTEX AND OTHER AT RM72.7 MILLIONS (HU HU HU )

THAT WAS WHY NETX HAS EXTRA HIDDEN VALUE.

AS MARGIN OF SAFETY BUFFER GOES UP CALVIN TURNED MORE BULLISH AND TOLD ALL TO BUY AT 1.5 SEN. AFTER THAT 2 SEN. WHY CAN BUY NETX NOW AT 2 SEN?

4) BECAUSE COMPANY EMPLOYEES DARED TO PICK UP NETX SHARES AT 2 SEN (50 MILLIONS FOR ESOS AT 2 SEN ALL TAKEN UP)

Tell you a secret

Calvin called Netx staff and asked if there should pass it up then let Calvin take over the ESOS at 2 sen. But they said they will exercise ESOS at 2 SEN

THAT MEANS THAT THE EMPLOYEES OF NETX ARE ALSO SANGUINE ABOUT COMPANY'S FUTURE.

AS SUCH OUR MARGIN OF SAFETY HAS NOW GONE UP FROM ONE SEN TO 2 SEN STRONG SUPPORT

NOW CALVIN IS VERY VERY HAPPY FOR ALL WHO BOUGHT NETX FROM 1 SEN TO 2 SEN

WE AWAIT NFCP RM50.3 BILLIONS ROLL OUT

TIME IS ON OUR SIDE

AS WE MOVE INTO JANUARY, FEBRUARY, MARCH THE EXCITEMENT OF NFCP WILL FILL THE AIR

SO HOLD TIGHT EVERY PRECIOUS NETX SHARES FOR A COMING MULTI YEAR BULL RUN TIME

ALL WHO INVEST IN NFCP STOCKS WILL BE VERY VERY VERY WEALTHY FOR

2019

2020

2021

2022

2023

5 CHEERS!!


Kindest Regards

Calvin


AFTER NETX OPCOM. REDTONE, CMSB & BINACOM ALSO GOOD

2020-01-07 10:34