Calvin really good at finding those companies with land banks that haven't been revalued yet... But ah... How to unlock the value that's a problem. You know the management all very smart, say want to reduce costs so don't revalue the land... and then hold on and on and on and on.... Until dunno how many donkey years ==
Heavenly PUNTER Calvin really good at finding those companies with land banks that haven't been revalued yet... But ah... How to unlock the value that's a problem. You know the management all very smart, say want to reduce costs so don't revalue the land... and then hold on and on and on and on.... Until dunno how many donkey years == 04/04/2019 10:58 PM
NOW THERE ARE 2 THINGS YOU MUST KNOW
1) IF MANAGEMENT HAS THE HABIT OF SELLING ASSETS & PARE DOWN DEBTS
THIS WAS DONE IN PM CORP UNTIL ALL DEBTS WERE SETTLED & THEN A CASH PAY OUT!
NOW THE SAME TREND IS FOUND IN TALAM WHEN THEY SOLD ASSETS & PARE DOWN DEBTS FROM RM500 MILLIONS TO ONLY RM58 MILLIONS
FOR MJ PERAK IN THE NEW PH GOVT WITH PERAK CORP DIRECTORS BEING GRILLED FOR BAD PERFORMANCE I THINK THEY SHOULD KNOW IF THEY CANNOT PERFORM, THEY TOO, WILL BE REMOVED
SO IT IS IN THEIR OWN BEST INTEREST AS DIRECTORS TO PERFORM
As I say b4 this layang understanding of business finance and business aspect are very poor loh...!!
Why do u need to consolidate Talam number of share leh ??...it serve no purpose loh...it is cheap & affordable with big margin of safety can easily fly even much better mah...!!
Private placement are u not impress Talam only need Rm 4.5m instead of Rm 45m....I m proud that talam keep it small...as the share price low...why want to place so much leh ?? This means Talam management take care of existing shareholder loh..!!
The way this Layang says Sumatec and Scomi got NTA assets more than Talam, but why he don buy leh ?? The answer their assets are poor quality assets whereas Talam has landed quality assets loh..!! Also sumatec and scomi high debt but Talam very low mah...!!
IN ORDER TO BE SUCCESSFUL U NEED TO SPOT THE DIFFERENCE LOH....!!
RAIDER UNDERSTAND LOH...THIS LAYANG HAS BEEN CONNED MANY TIME BY PENNY STOCK LOH, THATS WHY HE IS SCEPTICAL. BUT HE NEED TO LEARN HIS LESSON AND NOT ONCE BEATEN TWICE SHY LOH...!!
HE NEED TO STAND UP NOT FEEL SHY EVER AGAIN LOH...!!
I BELIEVE TALAM WILL BE LAYANG TURNING POINT, IF HE ONLY DARE TO SAY I M WILLING EXPLORE & LEARN LOH...!!
PLEASE LEARN FROM PROPERTY EXPERT CALVIN TAN...HE IS AN EXCEPTION GENIUS MAH......!!
management sucks under MB inc Perak that time...did nothing to increase value instead keep posting red figures...think there will be any changes with the new govt? banker or player? or tie? red or black? or zero? tai or sai? or triples?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
56,703 posts
Posted by calvintaneng > 2019-04-04 15:03 | Report Abuse
http://www.majuperak.com.my/page/1/Home/
Mj Perak now goes by tender for its procurement (sale/ purchase) of assets in honest and transparent way