THE INVESTMENT APPROACH OF CALVIN TAN
MASTEEL : A SUMMARY OF TODAY'S COMMENTS
calvintaneng
Publish date: Mon, 09 Aug 2021, 11:00 AM
calvintaneng
0 1,799
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.
calvintaneng ok masteel being the long steel billets and bars will be among the last to go up
But the last shall be the first
as such can expect masteel share price to give outsized earnings later and share prices to rise up higher than others
But the last shall be the first
as such can expect masteel share price to give outsized earnings later and share prices to rise up higher than others
09/08/2021 9:21 AM
calvintaneng And these are the qualities that make masteel a master
1. Avoiding high cost iron ore Masteel is using the cheaper Scrap iron as feed stocks
This cost savings will add to the profits of Masteel like no other
1. Avoiding high cost iron ore Masteel is using the cheaper Scrap iron as feed stocks
This cost savings will add to the profits of Masteel like no other
09/08/2021 9:24 AM
calvintaneng 2. Masteel is a specialist in long steel only as opposed to flat steel for white goods like flat Fridge door, car bonnet or flat Tv panel
Long steel will only be good when there is High Heavy duty infrar projects
Currently in Malaysia
Ecrl needs lots of long steel bars
Pan Borneo Highway needs lots more long steel bars
Near future USA needs lots more Long steel bars as it proposed USD1 Trillions for Infrastructure (Usd1 trillion equals to Rm4.1 Trillions)
And Masteel is an exporter of long steel bars and billets
Long steel will only be good when there is High Heavy duty infrar projects
Currently in Malaysia
Ecrl needs lots of long steel bars
Pan Borneo Highway needs lots more long steel bars
Near future USA needs lots more Long steel bars as it proposed USD1 Trillions for Infrastructure (Usd1 trillion equals to Rm4.1 Trillions)
And Masteel is an exporter of long steel bars and billets
09/08/2021 9:29 AM
calvintaneng Most steel companies got high capex and outlay of capital leading to high borrowings and high interest payments
Masteel avoided this by way of Rights Issue
Savings on interest cost will add to bottom line
Masteel avoided this by way of Rights Issue
Savings on interest cost will add to bottom line
09/08/2021 9:31 AM
calvintaneng Masteel is a cylclical boom and bust industry
in boom times insiders knowing it's good prospects will buy ahead
later one insider Bought masteel at 59 sen
he sees good times ahead
in boom times insiders knowing it's good prospects will buy ahead
later one insider Bought masteel at 59 sen
he sees good times ahead
09/08/2021 9:32 AM
calvintaneng Steel is a very heavy product and as such it's location to projects will save cost of transportation and time
Since Masteel factories are located in Selangor where the Ecrl will be near it is an ideal location
in the far future Masteel can export it's long steel bars from Port Klang or from Kuantan port through Ecrl train route
Since Masteel factories are located in Selangor where the Ecrl will be near it is an ideal location
in the far future Masteel can export it's long steel bars from Port Klang or from Kuantan port through Ecrl train route
09/08/2021 9:35 AM
calvintaneng Of all things about cyclicals is the price
Best to take position when price is low
Masteel near 50 sen is now at a historically low price and it's peak was over Rm1.50
So there is lots of upside
Best to take position when price is low
Masteel near 50 sen is now at a historically low price and it's peak was over Rm1.50
So there is lots of upside
09/08/2021 9:37 AM
calvintaneng The application of long steel bars
1. long steel bars are used as reinforcement when highways embankments are built to protect from erosion
Highways can give way if embankments are weak due to earth movement by earthquake , landslide or flooding
so long steel gives strong support
1. long steel bars are used as reinforcement when highways embankments are built to protect from erosion
Highways can give way if embankments are weak due to earth movement by earthquake , landslide or flooding
so long steel gives strong support
09/08/2021 9:43 AM
calvintaneng when highways are completed they will build upward like overhead interchange , bridges or train stations
long steel bars act as backbone for strong supporting pillars
long steel bars act as backbone for strong supporting pillars
09/08/2021 9:46 AM
calvintaneng Strong supporting pillars are also used for highrise office and condos
as world population increase and lands became scarce buildings will go higher and higher world wide leading to more needs of long steel bars
as world population increase and lands became scarce buildings will go higher and higher world wide leading to more needs of long steel bars
09/08/2021 9:47 AM
calvintaneng just as calcium being the formation of bones
so iron ore forms long steel bars as backbones support of pillars
As iron ore prices shoot up it will be more costly for steel companies
Masteel with foresight long ago already moved into Scrap metal as cheap feedstock
long steel business needs long term vision
Masteel is the master of it
so iron ore forms long steel bars as backbones support of pillars
As iron ore prices shoot up it will be more costly for steel companies
Masteel with foresight long ago already moved into Scrap metal as cheap feedstock
long steel business needs long term vision
Masteel is the master of it
09/08/2021 9:50 AM
calvintaneng And these are the qualities that make masteel a master
1. Avoiding high cost iron ore Masteel is using the cheaper Scrap iron as feed stocks
This cost savings will add to the profits of Masteel like no other
1. Avoiding high cost iron ore Masteel is using the cheaper Scrap iron as feed stocks
This cost savings will add to the profits of Masteel like no other
09/08/2021 9:24 AM
calvintaneng ok masteel being the long steel billets and bars will be among the last to go up
But the last shall be the first
as such can expect masteel share price to give outsized earnings later and share prices to rise up higher than others
But the last shall be the first
as such can expect masteel share price to give outsized earnings later and share prices to rise up higher than others
09/08/2021 9:21 AM
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