Posted by calvintaneng > 2019-10-01 01:37 | Report Abuse

Petronas upstream jobs
Rm30 Billions - A dozen or more players

Govt NFCP Fiberisation jobs
Rm21.6 Billions - Only 5 main players

So the Pie for IT players is Huge!

If oil and gas bull run made so much for so many

How much more will Digital Economy stock bull run reward it's early participants?

Posted by calvintaneng > 2019-10-01 03:15 | Report Abuse

I must qualify the statements

Of the 5 Opcom, NETX and Redtone are Cash Rich and Debt Free

Actually except for Netx both Opcom and Redtone have a very small negligible debt. All 3 are Full of Cash

For Netx the cash is about 1.2 sen per share. Net cash is even more than share price

Redtone is so Cash rich that it can afford to pay a dividend recently

Opcom is conserving its Cash for possible expansion for increasingly bright prospects.

A noticeable preparation is the appointment of 2 CEOs in the company history

Posted by calvintaneng > 2019-10-01 03:17 | Report Abuse

Surprisingly, while most Oil and Gas entities are heavy laden with debt burden Opcom, NETX and Redtone have very healthy balance sheet

Posted by 张晋荣 > 2019-10-01 04:49 | Report Abuse

If today opcom open high, then will spike... good luck

Posted by calvintaneng > 2019-10-01 12:59 | Report Abuse

calvintaneng Why people are selling Opcom below 70 sen even though prospect now very good ahead?

THE answer can be found in dayang

When Dayang was only 68 sen people were also also selling

Why did people sold down Dayang then?

1. Many who bought Dayang at 50 sen thought 68 sen already got 30% profit so they sell. If only they could see further that Dayang after touching 68 sen can still go up by another Rm1. 00 to Rm1. 68

But because they have no clue they sold. Now those who sold Dayang what did they do with the money? Did they gone to buy Utusan? In that case they have sold gold mine in exchange for a landmine

2. So just like people selling Dayang there are those who sell Opcom for a few sen profit

This is wrong as Opcom will now go up just like Dayang did.

Opcom is the Pearl of Great price

Can only sell other shares but not Opcom
01/10/2019 11:24 AM

apanama hahaahh..40sen..
01/10/2019 12:35 PM
X
calvintaneng HAHAHA should add rm1.00 IN FRONT LAH

THEN APANAMA CHANGE NAME TO APAHARGA AT RM1.40

TODAY ONE HOUR AGO LATEST NEWS SEE

https://www.thestar.com.my/business/business-news/2019/10/01/govt-telcos-must-find-balance-in-fulfilling-national-agenda-profitability

OIL AND GAS BULL RUN FOR 2019 WILL PASS THE BATON OVER TO A NEW BULL RUN OF DIGITAL ECONOMY STOCKS FOR YEAR 2020 SOON

Posted by sensonic > 2019-10-01 15:09 | Report Abuse

ALL MY FD INTO OPCOM.

Posted by calvintaneng > 2019-10-02 03:01 | Report Abuse

Bull markets are born in pessimism, grows in skepticism, matures in optimism and dies in euphoria

Sir John Templeton

Opcom is now only at 2nd stage

Many are still skeptical so can continue to buy everything you can afford below 70 sen

Buying Opcom below 70 sen is just like Buying when Dayang was only 68 sen On February 2019

At that time Dayang was growing up in skepticism

Now dayang is moving from optimism into euphoria..price of dayang already up a full ringgit to Rm1.68

From here Calvin thinks Very hard for dayang to double in price to Rm3.36 from Rm1.68

But it is very very possible for Opcom to double in price to Rm1.39 (from 69.5 sen now)

With Rm21.6 Billions for fiberisation Opcom is on the verge of a super bull run time like never before

Posted by Hew Kiong Peng George > 2019-10-02 06:26 | Report Abuse

hi calvin, do u think rohas can benefit also besides ur mentioned 5 co.?

Posted by simon > 2019-10-02 08:55 | Report Abuse

Mr Calvin Tan, about OGSEs & OGSE subcontractor share in 2020 are not good as in 2019 ?
T7, velesto, AZRB will not perform good in 2020?
from now is better focus on NFCP stocks? TQ

Posted by calvintaneng > 2019-10-02 10:00 | Report Abuse

George He's

I think Rojas is doing plastic type of products
So not within the fiberisation specialists

Just as 5 top OGSE benefitted the most from Petronas jobs so stick with Opcom, Redtone and Netx

Posted by calvintaneng > 2019-10-02 10:07 | Report Abuse

Simon,
You got a very good and relevant question

If only more people ask such intelligent question like you I shall be happy to answer

2nd tier OGSE supporting companies like Velesto, T7 global and Azrb should be next in line to get more jobs by right.

So far not yet announced. So just wait and see. Is Petronas watching Brent crude prices and still hesitating ? That we not sure. But Petronas still got more than Rm15 billions assigned for upstream jobs but not yet given.

As for NFCP it will now overshadow O&G bull slowly as we move nearer Oct 11
All the Big Guns of PH Govt are aligned to Tun Dr M vision of Nationwide Fiberisation

Posted by calvintaneng > 2019-10-02 10:35 | Report Abuse

The Book of PSALM CHAPTER ONE gave us the secret of investing ideas

"HE SHALL BE LIKE A TREE PLANTED BY THE RIVERS OF WATER"

THAT BRINGS FORTH ITS FRUIT IN ITS SEASON

PETRONAS GAVE RM30 BILLIONS FOR UPSTREAM...OGSE LIKE CARIMIN, DAYANG, PENERGY, UZMA AND DELEUM PROSPERED AND GONE UP BY 50% TO 400%

SO THERE IS A CO RELATIONSHIP BETWEEN WATER FLOW AND FRUITFUL TREES

SO MONEY FLOW FROM PETRONAS RM30 BILLIONS CAPEX BROUGHT BULL RUN TO OGSE

BY THE VERY SIMPLE PRINCIPLE NOW THAT GOVT POURS OUT RM21.6 BILLIONS FOR NATIONWIDE FIBERISATION ALL

OPCOM, NETX, REDTONE AND OTHERS WILL GO INTO A BULL RUN ALSO

THE CO RELATIONSHIP OF CASH INFUSION OR WATER FLOW THAT BRINGS PROSPERITY HAS BEEN CLEARLY DESMONSTRATED

GOD'S WORDS ARE VERITY AND FINALITY

Posted by Hew Kiong Peng George > 2019-10-02 21:30 | Report Abuse

https://rohastecnic.com/
Can have a look mr calvin...

Posted by calvintaneng > 2019-10-03 00:26 | Report Abuse

George

Rohas has support for telcos
OK. It is 2nd tier

1st tier directly into fiber is opcom
Then next, Redtone and others

Posted by Hew Kiong Peng George > 2019-10-03 06:40 | Report Abuse

ok..

Posted by calvintaneng > 2019-10-03 21:42 |

Post removed.Why?