Posted by koonbee9 > 2016-01-03 22:59 | Report Abuse

How many generation do I need to wait to hit 100% return?

Posted by koonbee9 > 2016-01-03 23:03 | Report Abuse

Calvin..u pick another 4 counters and i help u to create a link in 2016 stock pick pls

Posted by titus > 2016-01-03 23:03 | Report Abuse

Tmakmur involved in bauxite mining. It contribute 22% of FY14 revenue. With recent bauxite issues in Kuantan, cabinet seeking to suspend bauxite mining. Will this affect its revenue?
Also, if proven there is environmental impact from these mining, there is potential legal implication.
Tmakmur derived 50% from property and their landbank is in kuantan. As far as I know, more younger generation are moving out from kuantan due to the heavy industry like lynas and now bauxite. So will the property be affected?

Posted by calvintaneng > 2016-01-03 23:09 | Report Abuse

Koonbee9

Thank you. I think I only have 2 more in mind at the moment. Will contact you later. Thanks for your help

Posted by koonbee9 > 2016-01-03 23:10 | Report Abuse

Alright calvin

Posted by calvintaneng > 2016-01-03 23:18 | Report Abuse

Titus,

Before I posted I did some research & brain storming.

Actually, Company exported more bauxide in year 2014 than 2015. Due to the lucrative income many illegal mines have sprouted up in other parts of Pahang & even Trengganu.

So Company exported less bauxide in 2014 due to heavy port congestion. With the negative publicity there will be a monitoring or banning of these illegal bauxide miners.

This will be good for TMakmur as they will resume & step up proper exports. As TMakmur is owned by Pahang Govt & Royalty there is no issue.

And with the clearing up of all illegal activities things should return to normal. The sales from Kota Sas should do well as there will be huge investment into ECER By China agricultural firms.

See www.kotasas.com.my/

Posted by calvintaneng > 2016-04-25 19:35 | Report Abuse

WAHAHA!

Another Calvin's Chun Chun Call at Rm1.38 on 24th April 2016

3rd January 2016

Today on 25th April 2016

In only 3 short months Taken Private at Rm1.80

Up 30% in 3 months.

Annualized 120% gain!

HIP HIP HOORAY!!!

Posted by calvintaneng > 2016-04-25 20:08 | Report Abuse

Now TMakmur also being taken private!

Last year Calvin called for a buy on Kulim at Rm2.50. Kulim taken private by JCorp at Rm4.10 (Up 60%)

Tell you what?

These Stocks are Also Candidates for Privatisation

1) INSAS (NTA & CASH OVER RM2.00)
2) WTK (NTA If revalued over Rm5.00)
3) DAIMAN (NTA if revalued over Rm10.00)
4) DUTALAND (This one Duta Yap is gobbling up!)
5) KWANTAS (Selling at 60% Discount to NTA)
6) MHC Plantation (Insider Nibbling & Nibbling all quietly)
7) OPCOM (Cash Cow)
8) PBA (High NTA & Monopoly)
9) CBIP (Powerful Growth Stock)
10)

Posted by calvintaneng > 2016-04-25 20:24 | Report Abuse

Posted by 10bagger10 > Apr 25, 2016 08:13 PM | Report Abuse

F u la sifu calvin... u said need to wait until uzir guy finish selling.. so i sell first lor... now 1.8... how?


10bagger10
259 posts
Posted by 10bagger10 > Apr 25, 2016 08:15 PM | Report Abuse

Really f la..


10bagger10
259 posts
Posted by 10bagger10 > Apr 25, 2016 08:16 PM | Report Abuse

Any way to recoup?


Sorry to hear that 10baggar10

I thought we can buy more Tmakmur after the Insider have sold all first before buying more. A surprise that Sultan wants to take it private at Rm1.80 so fast.

Never mind.

These ones are STRONG CANDIDATES FOR PRIVATISATION

1) DAIMAN IS WORTH MORE THAN Rm10.00. Now at Rm2.30 it is really dirt cheap.

2) DUTALAND (Duta Yap is gobbling up the shares)

3) CBIP (Powerful Growth Stock like Super Enterprize)

4) MHC Plantation (THIS ONE HAS DEEP HIDDEN VALUE Insider buying)

5) OPCOM (Cash cow)

6) PBA (High NTA. Defensive)

7) KWANTAS (DEEPLY UNDERVALUE)

8) WTK (Huge Discount to Revised NTA of over Rm5.00)

Yes! LIke Kulim & Tmakmur these 8 stocks are selling far below intrinsic value like Kulim & Tmakmur)

Just buy some and keep.

If after buying price should drop further

just average down.

Good luck

Posted by 10bagger10 > 2016-04-25 20:34 | Report Abuse

sifu calvin, now i still got kfima and mkh... keep and hope it will go up... lols, the value is surely inside plantation stock as tmakmur privatise RM1.8 with nta around rm1? can interprete in this way?

Posted by 10bagger10 > 2016-04-25 20:36 | Report Abuse

so kfima can be valued at 4.7? upside of 80%?

Posted by 10bagger10 > 2016-04-25 20:37 | Report Abuse

lets say i am wrong, we cut the estimates to half, surely got 2.3, can calculate in this way?

Posted by calvintaneng > 2016-04-25 20:38 | Report Abuse

Posted by 10bagger10 > Apr 25, 2016 08:34 PM | Report Abuse

sifu calvin, now i still got kfima and mkh... keep and hope it will go up... lols, the value is surely inside plantation stock as tmakmur privatise RM1.8 with nta around rm1? can interprete in this way?


10bagger10
260 posts
Posted by 10bagger10 > Apr 25, 2016 08:36 PM | Report Abuse

so kfima can be valued at 4.7? upside of 80%?

Haha!

Both MKH & Kfima are very good.

Still holding MKH. Kfima also good but I took profit way too early (Bought kfima long ago at 35 cents only)

Posted by 10bagger10 > 2016-04-25 20:41 | Report Abuse

same method applies,
mkh nta around 2.7 values around 4.8?

Posted by 10bagger10 > 2016-04-25 20:43 | Report Abuse

the only worry is if really up.. this 2 share maybe cant up substantially...

i got choobee and cscsteel.. up a bit only unlike kianjoo, msteel....
but choobee and csc better fundamentall... any justification?

Posted by 10bagger10 > 2016-04-25 20:44 | Report Abuse

sorry is anjoo

Posted by 10bagger10 > 2016-04-25 20:45 | Report Abuse

why tis thingy happens? sifu, pls enlighten

Posted by calvintaneng > 2016-04-25 21:00 | Report Abuse

Posted by 10bagger10 > Apr 25, 2016 08:45 PM | Report Abuse

why tis thingy happens? sifu, pls enlighten


It's like this.

To everything in life there is an intrinsic value.

Every stock has an intrinsic value - tangible or intangible.

For me I always look at Tangible Stuff like

NTA (NET TANGIBLE ASSET)

Go and find out the SUM TOTAL OF A COMPANY'S TOTAL NET NET ASSETS

Then Minus the NET NET By all outstanding debts and liabilities to get

THE REAL NET NET VALUE!

Example

Daiman has an NTA over Rm5.00. Now selling around Rm2.30

So on surface Daiman already sells at more than 50% to NTA.

But if you LOOK UP ALL DAIMAN Real Assets You Will DISCOVER THAN DAIMAN NTA Is Actually More Than Rm10.00 If All Lands, hotels, shops, houses are revalued.

So Daiman is actually selling at a huge 80% discount to Revised NTA.

Seeing value Daiman Top Boss bought as high as Rm2.31

So is Dutaland at 47.5 cents

The NET NET of Dutaland is more than Rm1.00. And Duta Yap is gobbling up the Duta shares.

Both Daiman & Dutaland are candidates to be taken private

Posted by 3iii > 2016-05-24 19:35 | Report Abuse

Calvintan just has too many ideas. It is not possible to have so many good ideas in a short time. It is unlikely that any of this idea is the best. In comparison, Buffett sys he will be very happy to have 1 good idea each year.