Posted by calvintaneng > 2019-06-27 23:21 |

Post removed.Why?

Posted by chamlo > 2019-06-28 03:53 | Report Abuse

Sales drop is bad sign. Avoid at all cost.

Posted by calvintaneng > 2019-06-28 08:58 | Report Abuse

TalamT is not just into sales of houses

What is TalamT?

Answer

1. TalamT profit is not visible

10 years ago TalamT has Rm500 millions debt
Today it has settled Rm440 millions
Debt is now only Rm68 millions

If no debt to settle TalamT would have reported the Rm440 millions as profit

Posted by calvintaneng > 2019-06-28 09:02 | Report Abuse

Now Tan Sri Datuk Chan has stated that TalamT has Rm7 billions in real estate assets

Of these the remaining lands are

1. In prime location like Gombak, selangor, Dengkil, Serendah

2. These lands were bought long ago and still sitting on old book value. If revalued they should be

2x
3x
4x
5x

Or 10x more


What if all these lands are later developed into desirable properties and sold

Then there will be very visible earnings

Posted by calvintaneng > 2019-06-28 09:04 | Report Abuse

TalamT is classified as a turnaround stock

Now it is on the verge of final transformation

Like a butterfly going to emerge soon from a cocoon

After its last Rm68 millons debt are settled by either

1. Sale of Seroja Apt in Dengkil

2. Or some assets disposal

Then TalamT will be debt free

Posted by calvintaneng > 2019-06-28 09:10 | Report Abuse

And when TalamT is debt free

The future earnings could be derived from

1. More asset disposal

Listed in Latest balance sheet is Rm190 millions in investment properties

Rm190 millons divides by 4 billions paid up capital of TalamT is about 4.5 sen exactly

Now TalamT still has ppe of over Rm300 millions of which there are 3 shopping malls, lands in prime location and completed buildings

So if investment properties of rm190 millions are disposed it could me a net cash of 4.5 sen

And if Talam should give this net cash of 4.5 sen as outright special dividend then?

Then if we buy TalamT at 4 sen now we already get back our original capital plus free half sen and still holding free TalamT shares

Posted by Eastern686 > 2019-06-28 09:14 | Report Abuse

Calvintaneng :10 years ago TalamT has Rm500 millions debt
Today it has settled Rm440 millions
Debt is now only Rm68 millions

Ppl who invest in TalamT 10 years ago would hv waste 10 years of capital gain.
They hv so many land now but dunno the management is competent n honest enough to turn them into profits. See sapnrg, got revenue but report loss. Just my lousy idea.

Posted by calvintaneng > 2019-06-28 09:15 | Report Abuse

Is it possible to buy a share of which the cash payout alone is more than share price?

Yes if you asked shareholders of MAA

Yes if you have bought Pm Corp at its bottom at 7.5 sen

AT 7.5 SEN PM CORP FELL TO ITS LOWEST

THEN PM CORP GAVE A CASH PAYOUT OF 8 SEN

SO ALL WHO MANAGED TO GET PM CORP AT 7.5 SEN HAVE RECEIVED BACK THE ORIGINAL INVESTED CAPITAL OF 7.5 SEN

PLUS ANOTHER HALF SEN PROFIT

PLUS NOW HOLDING FREE SHARES OF PM CORP FOR FOREVER

Posted by calvintaneng > 2019-06-28 09:17 | Report Abuse

To buy and get back original capital with zero cost is the best of the best margin of safety

Total safety

This is what great Sifu Warren Buffet said

"Never to lose money"

How to lose any money if you buy so far below intrinsic value

Posted by calvintaneng > 2019-06-28 09:42 | Report Abuse

Eastern686 Calvintaneng :10 years ago TalamT has Rm500 millions debt
Today it has settled Rm440 millions
Debt is now only Rm68 millions

Ppl who invest in TalamT 10 years ago would hv waste 10 years of capital gain.
They hv so many land now but dunno the management is competent n honest enough to turn them into profits. See sapnrg, got revenue but report loss. Just my lousy idea.
28/06/2019 9:14 AM


WHO ASKED YOU TO BUY TALAMT 10 YEARS AGO AT RM1.00?

WHEN TALAMT DECLARED A 4 SEN DIVIDEND 10 YEARS AGO ITS SHARE PRICE WAS RM1.00

NO NO NO!!

WE BUY NOW!

NOW IS THE TIME TO BUY TALAMT AS IT IS IN THE FINAL STAGE OF TURNAROUND

AND BEST OF ALL IS

TALAMT IS ONLY 4.5 SEN

HOW MUCH IS THE TOTAL VALUE OF TALAMT IN REAL TIME NOW?

4.5 sen X 4 billion shares = RM180 MILLIONS

IS THE ENTIRE COMPANY OF TALAM WITH INVESTMENT PROPERTIES ALONE (RM190 MILLIONS) WORTH ONLY RM180 MILLIONS?


CAN YOU BUY A MERCEDES BENZ FOR THE PRICE OF A YAMAHA MOTORBIKE?


A COMPANY STILL WORTH BILLION IF ASSETS REVALUED FOR ONLY RM180 MILLIONS?

Posted by calvintaneng > 2019-06-28 12:47 | Report Abuse

No lah

In year 2005 Talam paid up capital was Rm1. 00 share

It gave 4% which gave 4 sen

How I know

I was the sorchai who bought 10,000 shares of TalamT for Rm1. 00 per shares

Later TalamT crashed 90% to only 10 sen and gone into pn17

Then I saw keuro( Wce now) being top holder of TalamT., And ijm bought into keuro

Ijm being Govt owned sure ok. So keuro and Talam should be ok

I bought keuro at 27 sen and bought even more TalamT at 10 sen when I saw TalamT splitting into 3 for one

My keuro gone up to 81 sen for 200% upside

Talam rebounded to 20 sen or 30 sen and I sold to recover my capital

After 13 years Talam is still 4 sen which is actually 12 sen before split

Now in the last 10 years there was a real estate boom in Malaysia

Many houses in kl have gone up

3x
4x
Or even 10 times

In Gombak those low medium cost houses at rm40k

Today selling for Rm400k

So how can TalamT real estate not go up like others

This is the investment secret of real knowledge

AND knowledge is power

Posted by Veron_teo > 2019-06-28 12:53 | Report Abuse

TALAM - Trap Again Like Asb Moron

Posted by Veron_teo > 2019-06-28 12:54 | Report Abuse

moron calvintard, 4 cent means 4 cent value.

Posted by Alex™ > 2019-06-28 12:55 | Report Abuse

price is what u pay, _________ is what you get

question: fill in the blank~

Posted by Veron_teo > 2019-06-28 12:56 | Report Abuse

oh ya so calvintard pay 4 cent talam and get 4.0 of value. in his wet dream

Posted by calvintaneng > 2019-06-28 13:02 | Report Abuse

Hahaha

Veron England is improving

Talam ``=

Trap Again Like Asb Moron

Posted by calvintaneng > 2019-06-28 13:05 | Report Abuse

Alex is clever

Buy a share far below its true intrinsic value is the correct approach

Sifu like Walter Schloss
Ben Graham
Howard Marks
Seth Klarman are the proven success in value investing

Posted by Veron_teo > 2019-06-28 13:31 | Report Abuse

calvintard your investment skill remain shit

Posted by Eastern686 > 2019-06-28 13:38 | Report Abuse

Heron veron, provide facts r ok..?

Posted by Veron_teo > 2019-06-28 13:50 | Report Abuse

Calvin tard, u got share account already?

Posted by calvintaneng > 2019-06-28 13:51 | Report Abuse

Gtrade

Unfortunately you are correct!

Calvin agrees with you

In Malaysia the Authorities in charge of Klse are all sleeping on their job

That is why there are two great evil

Evil number one

Shares of companies are taken private without thorough revaluation of assets

Example is daiman

Those daiman lands in jln teratai 82, Taman Johor Jaya has a book value of only 10 sen psf

Where got freehold lands in Tmn Johor Jaya in tebrau Johor selling for 10 sen per sq ft?

So many minority investors of bursa are cheated


2. Evil number 2

Since value investing in Malaysia got such pitfalls of being short changed by major shareholders most people avoid value shares and then go gambling in greater fool stocks

Syndicates seeing this anomaly are actively promoting hot air balloon stocks of no value to trap sorchai

Batch of lambs are led to the slaughter again and again

As a result the general population in Malaysia shun the stock market

Today less than 20% of Malaysia retail investors buy shares

And among these 20% the majority still go gambling in fools stocks with no Margin of safety

In the end only 5% made money

The rest will later turned against and give up on share investing

Posted by chanky50 > 2019-06-28 17:29 | Report Abuse

Hi Calvin, Its long term payables plus its trade and other payables totaled Rm370 million is rather high.

Posted by calvintaneng > 2019-06-28 18:43 | Report Abuse

chanky50

Hi Calvin, Its long term payables plus its trade and other payables totaled Rm370 million is rather high.
28/06/2019 5:29 PM

YES PRECISELY, THESE ARE LONG TERMS

NOW ALL THESE ARE BACKED BY

INVENTORIES RM348 MILLIONS

(PPE ONLY RM431K WHICH SHOW THAT TAN SRI DATUK CHAN IS VERY FRUGAL & CAREFUL NOT TO WASTE COMPANY MONEY BY BUYING HIGH END CONDO OR HIGH POWERED CARS FOR HIS OWN USE))

INVESTMENT PROPERTIES RM192 MILLIONS

INTEREST IN ASSOCIATES RM18 MIL + LONG TERM RM91 MILLIONS & AMOUNT OWING BY ASSOCIATES RM23 MILLIOBS = RM132 MILLIONS

LONG TERM & OTHER RECEIVABLES = RM58 MILLIONS

CURRENT INVENTORIES RM70 MILLIONS

TO SUM IT UP = RM800 MILLIONS

SO PAYABLE LONG TERM RM370 MILLIONS IS ONLY 46% OF NET ASSET BACKING

AND THESE NET ASSET IS NOT FIXED IN VALUE WHERE PAYABLE IS FIXED

ONE HUNDRED ACRES OF GOMBAK LANDS IF REVALUED TO RM80 PSF WILL BRING IN Rm348 MILLIONS

SO SEE THINGS IN RIGHT PERSPECTIVE

Posted by calvintaneng > 2019-06-29 00:43 | Report Abuse

First half year for 2019 ended today

2nd half year will bring what?

Just hold to stocks with margin of safety

Posted by stockraider > 2019-06-29 10:48 |

Post removed.Why?

Posted by calvintaneng > 2019-06-29 12:58 | Report Abuse

Sifu Stockraider is correct

Very sensible

This Philip as well as 3iii both got inferiority complex

Instead of talking about ideas or recommend good companies to invest in their job is to go round and find fault with others

Belittle others like calling people office boy.

Especially the 3iii now like an old grandma = bankrupt of fresh investment ideas. Going about bearing tales.

This half year of 2019 has been the best so far for Calvin and his buddies

Carimin, Naim and Lafarge all 3 hit the 100% chun chun Bull's eyes in their up cycles.

Many happy returns

Posted by Veron_teo > 2019-06-29 13:03 | Report Abuse

lol stockraider is sifu????
his hengyuan and bjcorp lausai until he also disappear

Posted by Veron_teo > 2019-06-29 13:04 | Report Abuse

stock raider and calvintard should form the best Holland team in I3

Posted by calvintaneng > 2019-06-29 13:10 | Report Abuse

Yes correct

Great Stockraider is a great sifu

Last time Calvin promoted Pm Corp at around 12 sen to 15 sen in his personal blog even before joining any forum

Calvin was top holder in Pm Corp with 2.2 million shares

Later Calvin found out Sifu Stockraider bought 3 million Pm Corp shares - even more than Calvin

Pm Corp later surged to 37 sen = up more than 100%

So many of Calvin's johor buddies made 6 figures from Pm Corp alone.

Many happy returns

Happy memory of great success!!

Hip hip hooray!!

Posted by 3iii > 2019-06-29 16:29 |

Post removed.Why?