Dear Friends of i3 Forum,

Every year there is a Bull Thematic Theme Play in Stocks. In year 2014 it was the furniture bullrun due to collapse of Ringgit against USD

In year 2017 there was E-Commerce. In year 2018 NFCP theme. In year 2019 OGSE Upstream, in Year 2020 Coronavirus caused Glove Superbull. In 2022 Ukraine War plus Indon banned Cpo export triggered price jump of CPO

And now in 2024 we have the HDD/SSD Bull theme powered by DC Centers. Plus we also see HEXCAP benefitting from two powers

1) Fiber Optic demand. 2) TNB RM90 BILLIONS CAPEX

TNB RM90 BILLIONS CAPEX?

Yes, since HEXCAP has acquired 49% of TRANSGRID VENTURES it should benefit from the TNB RM90 BILLIONS HUGE CAPEX like none other before

And it was PETRONAS 2019 OGSE Capex of RM30 BILLIONS That triggered the OGSE Upstream Bullrun

See our buy call on Carimin

TOP 10 REASONS WHY CARIMIN PETROLEUM IS NOW A STRONG BUY (Calvin Tan Research)

Publish date: Fri, 26 Jan 2018, 11:41 AM

Dear Friends/Investors of i3 Forum,

THE INVESTMENT APPROACH OF CALVIN TAN Author: calvintaneng   |   Latest post: Fri, 26 Jan 2018, 12:16 AM

TOP 10 REASONS FOR BUYING CARIMIN PETROLEUM

1) AT 39 SEN CARIMIN HAS FALLEN BY 65% FROM ITS RM1.10 IPO PRICE.

BUYING CARIMIN NOW IS BUYING AT HUGE DISCOUNT TO IPO PRICE.

2) MARGIN OF SAFETY

At 39 sen with NTA of 67 Sen Carimin is selling at a nice Discount of 42%. This meets Ben Graham criteria of 30% Discount To NTA as a Margin of Safety.

3) CARIMIN ASSETS ARE VALUABLE REAL ESTATES UNDERSTATED WITH DEEP VALUE

A look at Property/Plants/Equipments (PPE) of CARIMIN reveals the Happy Discovery of Highly Undervalue Solid Assets

Take for example (Refer to Annual Report of Carimin under Property)

As you can see on hindsight our buy call for Carimin on Jan 26 2018 was a little too early (As Petronas only rolled out Rm30 BILLIONS JOB AWARDS LATER (Carimin price then crashed from 39 sen to the low of 21.5 sen) See Chart

HOWEVER, BEING UNDAUNTED CARIMIN LATER REBOUNDED AND POWERED UP TO THE HIGH OF RM1.48

See

NOT ONLY CARIMIN, OTHERS THAT GONE UP IN THE OGSE UPSTREAM BULL WERE PENERGY, UZMA & DAYANG

THEY ALL GO UP IN UNISON HAND IN HAND & SIDE BY SIDE IN THE BULL THEME

NOW THAT DC CENTERS PLUS AI ARE MUSHROOMING LOTS OF DEMAND FOR FIBER OPTICS PLUS ENERGY

THAT IS WHY TNB HAS ALLOCATED A CAPEX OF RM90 BILLIONS FOR POWER TRANSMISSION

RM90 BILLIONS IS 3X (TIMES) MORE THAN PETRONAS RM30 BILLIONS CAPEX FOR OGSE

SINCE CARIMIN WENT UP 588% (21.5 SEN TO RM1.48)

WE BELIEVE WITH 3 TIMES MORE POWER HEXCAP SHOULD AT LEAST MATCH IT OR GO HIGHER

HEXCAP now 53.5 sen

Its all time high as Opcom was Rm1.79

See when it will reach the previous all time high again

WITH KIND REGARDS

Calvin Tan

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager

FOR HEXCAP JUST LIKE CARIMIN IN YEAR 2018: THE BEST IS YET AHEAD

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