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?
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.
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)
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?
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?
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
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.
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