THE INVESTMENT APPROACH OF CALVIN TAN

TANAH MAKMUR - PROSPERITY BEGETS PROSPERITY!!!

calvintaneng
Publish date: Mon, 04 Jan 2016, 10:04 AM
calvintaneng
0 1,863
Hi Guys,

I have An Investment Approach I which I would like to all.

THE HIDDEN UNKNOWN FACTORS:

 

1) All State Govt alienated lands are the cheapest. Perak Corp got its lands from Perak Govt. Last time Perak Corp has 1,000 acres prime land in Lumut when Calvin called for a Strong Buy on Perak Corp. Perak Corp was selling at 60 cents with High NTA of over Rm2.00

That was then. Later Mr. Market finally woke up to Perak Corp's True Intrinsic Value and started chasing Perak Corp over Rm3.60. It was rather expensive then to chase Perak Corp at such lofty price (Up 600%)

 

Then it was KPS (Kumpulan Perangsang Selangor) KPS was owned by Selangor State Govt. At 42 cents Calvin called for a buy. Why not? KPS was selling at 42 cents with NTA of over Rm2.00 like Perak Corp. And KPS even outperformed like Perak Corp when it rose to a high of Rm3.94

The same success is repeated in BDB (Kedah Govt owned), and TDM (Trengganu Govt owned) & finally Johor Land (Johor Govt owned) Success begets success. 

This TANAH MAKMUR has similar characteristics & potential like Perak Corp, KPS, BDB, TDM & Johor Land (this one so profitable JCorp took it private.

 

2) TMAKMUR Is Another Scientex.

Why so?

Scientex Bosses continually save cost, add value & add profit for share holders. In Tmn Scientex they build smaller houses and use cement bricks instead of clay bricks. Using cement bricks cut cost by half. To save more Scientex started manufacturing its own cement bricks. And profits of Scientex surged & share price exploded upward. Scientex is now almost touching Rm10.00. Too late to chase now.

For Tanah Makmur they are following the same path of Value Creation. From planting Oil Palms to Thriving Housing Estates in Kota Sas. A check with www.propertyguru.com.my/ shows that double storey semi detached houses in Kota Sas are selling at around Rm750,000. At only 52 cents psf land holding cost TMakmur will make obscene tonnes of money in its enterprise.

DISCOVERY  OF BAUXIDE - A BONUS WINDFALL

While excavating the Kota Sas Lands Company discovered the Hidden Store of Valuable Bauxide. In stead of Sand, soil or rocks that normally discarded and dumped away the discovery of Bauxide is a BONUS INDEED. Prosperity breeds prosperity on SUCH PROSPEROUS LANDS!

Both Palm Oil & Bauxide are Cash Crop & Cash Mining. So you can see the the FCF (Free Cash Flow) of TMakmur is a healthy 12%. Free Cash Flow enables TMakmur to give out a twice yearly dividend of 6 cents - making it 12 cents or 8.5% a year.

As profits exploded upward expect TMakmur to give even more dividend in future.

And More Than That!

Did you notice that TMakmur also buy and trade in Livestocks? Yes! on the vast tracts of Palm Oil plantations TMakmur Rear Livestcvks for sale.

WOW! TMAKMUR's Management like Scientex Bosses Are Adding Value To Every Area of Its Assets. Nothing Is Wasted.

And TMakmur's Bosses Are So Bullish On Company Prospects That They Are Buying & Buying   Millions of TMakmur Shares With their Own Money.

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Discussions
2 people like this. Showing 7 of 7 comments

choop818

Calvin, good stock pick and write-up! Keep it up!

2016-01-04 20:01

calvintaneng

Thank you choop818,
This year we must be very careful and defensive.
Return Of capital is more important than return On capital.

Regards,
Calvin

2016-01-04 20:08

asoh

After the issue of ban settle, what is your TP Tmakmur

2016-01-07 09:41

calvintaneng

Asoh

TMakmur came down from high of Rm2.35.

See if it can break Rm2.00 first

Latest Edge Daily Report that TMakmur is in good shape

2016-01-08 11:29

calvintaneng

Fortunebullz must open your bull eyes and SEE

Calvin called for a buy on TMakmur at Rm1.38

Privatisation price is Rm1.80

Upside is 30% - hit bull's eye

2016-05-16 23:52

calvintaneng

Posted by Fortunebullx > May 16, 2016 11:56 PM | Report Abuse

Tmakmur is your only winner in years of talking nonsense! And Tmakmur only gone up 40 cents! I ride through Airasia with 1.20 cents margin, I don't even brag about it! I ride on Aax and double on price, yet I don't even want to mention about it! And many more big buck winners this year alone! I am just trying to make as much money before recession hit us next year! And here you are wasting everybody times and capital blindly led others to holeland! You did a great job!

Haha!

See
JAKS On December 15 to 17 2014


calvintaneng Whoa!

Top boss bought at 44 cents and above, millions of them. Anything below 40 cents is a bargain!

So don't wait or else Jaks jump Jump JUMP Up And Away!
16/12/2014 15:00

Ameera Agreed.... Below 0.40 is a good buy, hope not to get better price at 0.35... :(:(
16/12/2014 21:06

zaiabas Bought at 38.5...
18/12/2014 23:11

leecheecheang be patient my boy.

2016-05-16 23:58

calvintaneng

Posted by calvintaneng > May 16, 2016 11:58 PM | Report Abuse X

Posted by Fortunebullx > May 16, 2016 11:56 PM | Report Abuse

Tmakmur is your only winner in years of talking nonsense! And Tmakmur only gone up 40 cents! I ride through Airasia with 1.20 cents margin, I don't even brag about it! I ride on Aax and double on price, yet I don't even want to mention about it! And many more big buck winners this year alone! I am just trying to make as much money before recession hit us next year! And here you are wasting everybody times and capital blindly led others to holeland! You did a great job!

Haha!

See
JAKS On December 15 to 17 2014


calvintaneng Whoa!

Top boss bought at 44 cents and above, millions of them. Anything below 40 cents is a bargain!

So don't wait or else Jaks jump Jump JUMP Up And Away!
16/12/2014 15:00

JAKS JUMPED TO RM1.20 (UP 200%)


See Jerasia up 100%

And others up 30& to 80%

2016-05-17 00:00

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