A good share with real fundamental cannot go down and down forever
Neither can a bad share with no fundamental go up and up forever.
NO matter how naysayers dump a good share it will revert and rebound one day
NO matter how Syndicates Jack up and support a bad share it will still collapse one day
Always bear this in mind
1. Buy with a discount to Nta for margin of safety
2. Buy when others are fearful
3. Buy if you see company prospects are intact
4. Over a short term the share market is a voting machine but over a longer term the stock market turns into a weighing machine
5. What is the true intrinsic value of a stock must prevail eventually. So determine what is the intrinsic value first Then seek to buy below intrinsic value and hold If after buying price goes down further. Double check the fundamental. If fundamental still good and solid then be brave to buy more at lower prices.
6. We must be bullish when others are bearish if a company is still doing well
7. And we must certainly turn cautious when all others are chasing a highly popular stock at peak peak prices.
8. For now Uzma is a bombed out OGSE share at near 60 sen
Others bombed out stocks were
1. Pm Corp at 7.5 sen 2. Mp Corp at 3 sen 3. Hengyuan at Rm2. 00 4. Naim at 46 sen 5. Carimin at 39 sen
The safest time to buy is when a stock hits rock bottom. And the most dangerous time to buy is when all finally turned very bullish
Now is the time to buy Uzma at 62 sen. The upside is almost 100% at Rm1.20
And these are the prevailing reasons for buying Uzma
At 62 sen with NTA of Rm1.54 Uzma is selling at a 60% discount to NTA. 2. Taking Ben Graham 30% Discount to NTA of Rm1.54 for margin of safety Uzma should be valued at Rm1.08. But we target it at Rm1.20 because Uzma has won many Job contracts which will translate it to exceptional earnings
3. Due to 3 IB (Investment Banks) downgrade & Kwap selling Uzma is now at bargain basement levels. Hence of all OGSEs Uzma offers the best bargains.
4. ONLY PREVAILING NEGATIVE SENTIMENT WAS DUE TO KWAP RELENTLESS SELL DOWN. BUT THIS PRESENT US A WONDERFUL OPPORTUNITY TO BUY UZMA AT SUCH OVERSOLD PRICES
5. SETH KLARMAN FUND STARTED TO BUY WHEN BIG FUNDS WERE SELLING GOOD SHARES (LIKE KWAP SELLING UZMA NOW)
AS A RESULT OF HUGE POSITIONS SETH KLARMAN TOOK DURING UNNECESSARY OVERSELLING HE LATER BECAME A BILLIONAIRE FUND MANAGER
6. Monsoon now over the 16 Oil decommissioning jobs should register better profits for August 2019 & onwards
7. Uzma Directors and Insiders are now so sanguine that they are buying Uzma shares from open market with their own hard earned monies. Among those sanguine over Uzma are Uzma Top Boss, Director of Sales & even Uzma CFO.
8. At 62 sen Uzma is even cheaper than Rights Issue at 75 sen which Directors took up in year 2014
9. In year 2014, 2015 & 2016 when Oil Price crashed below USD 50 per barrel Uzma was performing spectacularly as Uzma can do well both in good and bad times. In good times Petronas will do more oil exploring and in bad times Petronas will dismantle & decommission more oil platforms. In all areas Uzma has the expertise.
10. With all the above converging positive factors Calvin Tan Research is now calling for a strong buy on Uzma. Anything below 65 sen just buy as much as you can afford.
BEST REGARDS
Calvin Tan Research
Jurong West, Singapore
Please buy/sell after doing your own due diligence
These are the reasons why Uzma is a stock whose time has come
1. All the jobs awarded in 2014 to 2019 are now in progress and pay time for Uzma. Management knowing the abundance of profits accrued have been sanguine all along inspite of naysayers who were ignorant
2. The total sold down due to 3 IBs downgrade and Kwap selling has made Uzma a bargain too cheap for Directors to resist. Really "Bei tahan leow" so they got to sapu too cheap grossly oversold Uzma shares
3. Who knows ? Due to cumulative jobs secured and the accrued profits flowing in there might be a surprise windfall coming for faithful shareholders
There might be 1. A sudden huge dividend (See Calvin buy call on Complete Logistic. It gave a windfall dividend of 16 sen after all naysayers mouth have been shut up!)
2. Free bonus issue (no need to pay for Rights Issue) as Company expects lots of revenue turning into real profits
3. Free warrants
4. For this purpose it is now time to buy. And who are buying?
Those who followed Calvin bought Carimin at 39 sen and all who followed Calvin buying Naim at 50 sen are now happily buying Uzma
5. And for fear that Uzma prices will run up too fast Insiders/Directors are also rushing to buy
Will August 2019 and November 2019 be good, excellent or fantastic?
Naim Rights issue was 45 sen and Naim share price fell to a low of 45 sen
Market sentiment then was bad but Directors were bullish and took up Rights shares at 45 sen Niam later surged 200%
Calvin told people to buy Naim around 50 sen but people hesitated
After Naim surged past Rm1.00 Calvin also told all to take profit yet people still chase
Now Uzma's Directors also exercised Rights Issue at 75 sen. Now Uzma has fallen even below Director's esos at 75 sen yet few want to pick up oversold Uzma shares
And then you can expect same type of behavior...if Uzma surges past Rm1.00 people will start to chase
Posted by 10218296660755375 > Aug 15, 2019 6:17 PM | Report Abuse
calvin, what's ur opinion on coming qr? and from wat i see, it seems that this company is not a cash rich company. current cash flow is very much lesser than the current loan.. will u be worry about another right issue ? thank you
CALVIN REPLIES:
THERE IS STILL CASH FROM SUKUK DRAWDOWN IF NEEDED I THINK
CASH HAS BEEN DEPLOYED TO ACQUIRE ASSETS OF VALUE AS IT IS SHOWN BY RISING NTA TO RM1.54
AND TO BUY HIGH MARGIN GENERATING COMPANY
ALSO ALL JOBS AWARDED ARE NOW REAPING CASH WINDFALL SOON
Posted by Gtrade > Aug 15, 2019 9:58 PM | Report Abuse
Aiyo Calvin, project award so many from 2014,2015, how comr last few years untong tkak kind of qtrly profit. If really good, qtrly profiy shud steady and increase every qtr.
PROFITS COULD BE REFLECTED AS CASH OR IN ASSETS
IN THIS CASE WE SEE CASH SOLIDIFIED IN NET ASSETS & COMPANY ACQUISITION
EXAMPLE
I CAN REPORT INCOME AS PURE CASH BUT I CAN ALSO USE 90% OF CASH TO BUY GOLD BARS
SO I ONLY SHOW 10% CASH
BUT DON'T FORGET THAT 90% INVESTED IN GOLD BARS IS ALSO CASH
IN MP CORP CASE THE SALE OF WISMA MPI FOR RM187 MILLIONS is CASH CONVERTED BACK FROM SOLID TO LIQUID
The first time Calvin promoted this counter share price was at 80 cents. Let us see and monitor his long term performance using this tracked portfolio.
The first time Calvin promoted this counter share price was at 80 cents. Let us see and monitor his long term performance using this tracked portfolio.
Don't compared the rich latok bodoh , even drop from the current price minus 20% he still can average down by means of bank loans or assets mortgage and still denying his numbskull stocks pick of no comparison.
Just like NAIM FIRING UP UZMA ALSO GOT POWERFUL BOOSTERS SOON
1) APRIL TO JUNE 2019 16 OIL WELL DECOMMISSIONING WILL BE SMOOTH AS MONSOON OVER. CASH PROFITED TO BE REPORTED
2) KWAP SELLING ALMOST FINISHED
3) EPF MIGHT RESTART BUYING AGAIN EPF BOUGHT FROM 90 SEN TO OVER RM1.00 SEE
EMPLOYEES PROVIDENT FUND BOARD 24-May-2019 Acquired 237,300 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 06-May-2019 Acquired 157,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 30-Apr-2019 Acquired 100,000 0.000
EMPLOYEES PROVIDENT FUND BOARD 19-Apr-2019 Acquired 100,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 17-Apr-2019 Acquired 100,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 11-Apr-2019 Acquired 79,200 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 09-Apr-2019 Disposed 135,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 29-Mar-2019 Acquired 100,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 28-Mar-2019 Acquired 100,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 27-Mar-2019 Acquired 90,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 26-Mar-2019 Acquired 100,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 25-Mar-2019 Acquired 100,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 22-Mar-2019 Acquired 14,700 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 21-Mar-2019 Acquired 100,000 0.000 View Detail EMPLOYEES PROVIDENT FUND BOARD 19-Mar-2019 Acquired 100,000 0.000
WHO HAS MORE FIRE POWER?
KWAP OR EPF
EPF OF COURSE!!
EPF = EXTRA POWER FIRING
4) DIRECTORS/INSIDERS BUYING SHOW OPTIMISM
SEE
DATO' CHE NAZAHATUHISAMUDIN BIN CHE HARON 08-Aug-2019 Acquired 89,000 0.595 View Detail DATO CHE NAZAHATUHISAMUDIN BIN CHE HARON 07-Aug-2019 Acquired 80,000 0.576
1) PRICE NOW SELLING FAR BELOW NTA AS A MARGIN OF SAFETY
VERY DEFENSIVE
2) INSIDERS STARTED BUYING.
THERE MUST BE SOMETHING BREWING AHEAD?
3) PETRONAS REFINERY IN RAPID NEEDS 54 MILLION BARRELS OF CRUDE (EXTRA) SO MORE JOBS FOR OG UPSTREAM JOBS TO BE AWARDED
AND UZMA IS IN THE RIGHT PLACE AT THE RIGHT TIME
4) MONSOON NOW OVER
APRIL TO JUNE 2019 MONTHS RESULTS SHOULD SHOW PROGRESS IN 16 OIL WELL DECOMMISSIONING JOBS COMPLETED
THIS WILL BOOST PERFORMANCE FOR AUGUST 2019
SO BUY NOW BEFORE GOOD RESULT OUT
NOT PANIC CHASE UZMA LATER AFTER RESULT OUT IN THE OPEN
SEE HOW CALVIN CHUN CHUN FORECAST KPS CASH PAYOUT AFTER KPS RECEIVED COMPENSATION FOR WATER ASSETS
ONLY AFTER CASH PAYOUT 32.60 SEN ANNOUNCED PEOPLE PANIC BUY KPS OVER RM1.69 TO THEIR DETRIMENT
SO BUY UZMA WHILE CHEAP NOW!!!
NOT CHASE UZMA IN PANIC LATER AND THEN BLAME CALVIN?
LISTEN LISTEN LISTEN!!!
THE TIME TO BUY UZMA IS NOW NOW NOW!!!
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Posted by calvintaneng > 2019-08-13 11:52 | Report Abuse
LISTEN TO THE LOGIC AND THE REASONS
DO YOU BELIEVE IN THE RUMOURS OF OUTSIDERS OR THE WORDS OF INSIDERS?
DO YOU THINK 3 IB (INVESTMENT BANKERS) WHO DOWNGRADE UZMA ARE CORRECT? OR INSIDERS/DIRECTORS BULLISH FORECAST ARE CORRECT?
DO YOU THINK KWAP SELLING DOWN UZMA SHARES A WISE MOVE?
OR DIRECTORS/INSIDERS BUYING UZMA COMPANY SHARES WITH THEIR OWN HARD EARNED MONIES A WISER MOVE?
SO YOU MUST THINK CAREFULLY
THINK CAREFULLY. THINK DEEPLY.
THEN DECIDE