THE INVESTMENT APPROACH OF CALVIN TAN

GLEANINGS FROM NETX FORUM (PART THREE) Calvin Tan Research

calvintaneng
Publish date: Sun, 03 Nov 2019, 11:05 PM
calvintaneng
0 1,868
Hi Guys,

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

 Posted by calvintaneng > Oct 12, 2019 3:51 PM Report Abuse X

Posted by FoolsGold > Oct 12, 2019 3:25 PM | Report Abuse

Tai Kor Calvin, which page of the AR is that ?

only saw in pg 88, item 37.1 Loans and Receivables ,

amt owing by subsidaries rm72,776,219 (2018) & rm26,215,528 (2017)

NOT CASH HOARD, subsidiary IOU Company rm72m lah !!

dont know when can get back the IOU, money already gone by high burn rate of startup ?

2017 only owe rm26M , one yr later owe extra 46M,
what is this sub. doing ? burn up so mauch cash ???

'Under Netx subsidary (Ariantec I think) is HIDDEN AWAY A CASH HOARD OF RM72 MILLIONS '
- Calvin


OK GO SEE ANNUAL REPORT

http://www.bursamalaysia.com/market/listed-companies/company-announcem...

Turn to Page 5 Under Company Background see

3 X (times) Mention NETX DOING DIGITAL INFRAR JOB BEING INFRAR SPECIALIST

Pp 88: amt owing by subsidaries rm72,776,219 (2018) & rm26,215,528 (2017)

THIS IS THE TREASURE HOARD (THE YAMAMOTO HIDDEN GOLD HOARD OF 2WW)

ALL THE SECRET PROFITS MADE FROM BUSINESS INCLUDING MONIES FROM PP, RIGHTS & ESOS ARE HIDDEN AND PARKED HERE

2017 Was Rm26 Millions
2018 there WAS AN INCREASE OF RM46 MILLIONS TO RM72 MILLIONS

WAHAHA!!

PH GOVT DISCOVERED HIDDEN MONEY TRIAL OF 1MDB

NOW WE UNCOVERED HIDDEN CASH HOARD OF NETX!!

Shhhhh

Better don't let everybody know ok?

Or else on Monday 2 sen, 2.5 sen or even 3 sen also no more leow!!

 

 Posted by calvintaneng > Oct 12, 2019 4:11 PM Report Abuse

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Posted by Johnchew > Oct 12, 2019 4:01 PM | Report Abuse

However 5 years total loss rm 5.0 mil..2 years no Digital Infrar installation new contract...electronic payment not progress well..GEM segment is worst....fake info on link to Tun son...hidden cash...haha..


Johnchew?

You chew gum and chewing what?

Opcom & Netx how to get job for last 2 years when Datuk Mukhriz sided with Tun Dr M to go against Najib?

Sure won't have fiber job

NOW WHO IS IN CHARGE? WHO IS PM NOW?

Chew on these thoughts lah

And don't look at past quarters

GO SEE PAST YEAR QUARTER RESULTS OF CARIMIN, NAIM/DAYANG, PENERGY AND OTHERS OGSE PLAYERS. ALL GOT HORRIBLE RESULTS

LOOK AT THEIR RESULTS TODAY AFTER RECEIVING PETRONAS JOB AWARDS?

ALL FANTASTIC

UNCLE KOON ALSO CANNOT SLEEP THINKING OF THE MONIES HE WILL BE MAKING FROM DAYANG (HE GOES SAYANG DAYANG EVERYDAY) YOU THINK KYY WILL SAYANG DAYANG WHEN HE SAW RESULTS OF YEARS 2014/5/6/7 OR 2018? NO NO NO!!

SO LISTEN LISTEN LISTEN

DON'T LOOK AT PAST QUARTER OR PAST YEAR RESULT

LOOK AHEAD!!!

RM21.6 BILLIONS FOR NFCP COMING SOON!!!

LISTEN TO WARREN BUFFET WISE WORDS

""YOU DON'T DRIVE LOOKING INTO THE REAR MIRROR""

YOU DON'T LOOK BACKWARD WHILE DRIVING

YES THE ROADS LEFT BEHAIND GOT BAD PATCHES, POT HOLES AND PUDDLES!!

LOOK AT THE ROAD AHEAD!!

GORGEOUS!!!

SO IS NETX!!!

 

Posted by calvintaneng > Oct 12, 2019 10:25 PM Report Abuse

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Calvin's Evening Investment Lesson

An interesting story I just received

Once a father wanted to a very old watch (200 years) to his son. His father got it from his grand father

Before he gave the watch to his son he told his son to take the watch and go see a watchmaker and ask watchmaker how much he is willing to buy from his son

The watchmaker said, "5 dollars"

The father then told the son to go see coffee shop boss and ask how much coffee shop boss willing to buy?

Coffee shop boss offered One dollar

Then the father asked the son to go ask a museum how much they willing to pay for the 200 years old watch

The museum offered One Million Dollars

I think no point telling people about Netx if they cannot discern it's real value

Really no point wasting precious time

Calvin, friends and buddies will be very happy if nobody else want Netx

We can have it all to ourselves then

Good night

ZZZZZZZzzzzzzz,,,,,,.... sweet dream....

 

Posted by calvintaneng > Oct 13, 2019 1:09 PM Report Abuse 

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Posted by sammj101286 > Oct 13, 2019 11:38 AM | Report Abuse

Calvintan
This is the right time for you to defend yourself before the market opens tomorrow..
If Netx is doing good... We will be convinced.
If you are sure about Netx.. This is the time to blast your opponents

Appear.. Appear in front of we all who have been following.


CALVIN REPLIES:

CALVIN IS NOW VERY VERY HAPPY FOR ALL WHO LISTENED EARLY AND BOUGHT NETX AT 1 SEN & 1.5 SEN

CALVIN GOING TO PARK MORE BUYS AT 1.5 SEN & IF 2 SEN BEING TAKEN IN LARGE NUMBER THEN CALVIN WILL NOT HESITATE TO BUY MORE AT 2 SEN

THERE ARE 3 STAGES FOR NETX TO REACH 8 SEN

STAGE ONE (ALREADY DONE ON BUDGET DAY)

ANNOUNCEMENT OF NFCP RM21.6 BILLIONS
THIS IS NOW A REALITY!! FINANCE MINISTER LIM GUAN ENG ALREADY ANNOUNCED IT OFFICIALLY ON BUDGET DAY


STAGE TWO

OFFICIAL NEWS OF JOB AWARD FROM TELEKOM, TELCOS OR ANY OTHER ENTITIES FOR NETX DIGITAL INFRAR INSTALLATION EXPERTISE

THIS IS ALREADY A GIVEN FOR 2 POWERFUL REASONS

1) NETX BEING THE NUMBER ONE INFRAR EXPERT FOR INSTALLATION OF DIGITAL INFRASTRUCTURE NETWORK (THEY ALEADY GOT LONG EXPERIENCE DOING CONTRACT FOR TELEKOM SINCE 2011)

2) ASIABIO ALREADY BEEN BUYING AND BUYING NETX SHARES BY 103 MILLLIONS (ABOUT 5%) ON AUGUST 23RD (5 DAYS BEFORE OFFICIAL MENTION BY MCMC MINISTER GOBIND OF RM21.6 BILLIONS FIBERISATION PROJECT)

SINCE THIS IS A PRIVATE-PUBLIC JV NETX DIRECTORS WOULD HAVE GOT THIS NEWS FROM GOVT DIRECTLY OR THROUGH TELEKOM MALAYSIA

THEY HAVE TO BE CONSULTED JUST LIKE ANY PRIVATE/PUBLIC COMPANIES INVOLVE IN THE DIGITAL BUSINESS (AT THE FOREFRONT ARE OPCOM, NETX, REDTONE, OCK & GPACKET)

SINCE THE INSIDERS/DIRECTORS GOT WIND OF THE NEWS FIRST THEY WERE THE FIRST MOVER BUYING 103 MILLION NETX SHARES FROM THE OPEN MARKET AT 1.5 SEN TO 2 SEN

PEOPLE OF GPACKET ALSO PRIVY TO THE NFCP NEWS. AND IT SPREAD TO SPOREAN FUND WHICH TOOK A SUBSTANTIAL POSITION IN GPACKET AS WELL

THIS CANNOT ESCAPE THE EAGLE EYE OF CALVIN TAN RESEARCH AS IT IS NOT DONE IN A CORNER

SUCH A HUGE MAMMOTH PROJECT OF A MONSTROUS RM21.6 BILLIONS FOR SO FEW DIGITAL LISTED FIRM = ALL WILL BE DOING ROARING BUSINESS GOING FORWARD

JUST USE YOUR BRAIN AND THINK VERY VERY VERY VERY VERY VERY VERY VERY VERY CAREFULLY!!!

WHO WILL GET THESE RM21.6 BILLIONS JOB AWARDS?

1) CERTAINLY NOT ALL THE REAL ESTATE COMPANIES

2) NOT FURNITURE MAUNFACTURERS

3) NONE OF THE PLANTATION COMPANIES

4) NO GLC COMPANIES OWNED BY GOVERNMENTS

5) NO WATER UTILITY COMPANIES

6) NO POWER OR SOLAR POWER COMPANIES

7) NO REITS

8) NO BANKS

9) NO ELECTRICAL & ELECTRONIC COMPANIES

10) NO HARD DISK DRIVE OR SSD MAKERS

11) NO STEEL COMPANIES

12) NO CEMENT COMPANIES

13) NO CONTRUCTION COMPANIES

14) NO AIRLINES

15) NO SHIPPING COMPANIES

16) NO CONSUMER FOOD MANUFACTURERS

17) NO CLOTHES MANUFACTURER

18) NO OIL AND GAS OR OGSE

19) NO TOURISM RELATED COMPANIES

20) WHO THEN WILL BE GETTING THE RM21.6 BILLIONS FIBERISATION JOBS?

ANSWER: OPCOM, NETX & REDTONE, OCK & GPACKET

BEST WILL BE OPCOM THE NUMBER ONE CHAMPION

FOLLOWED BY NETX THE CHAMPION DIGITAL INFRAR SPECIALIST

SPECIALIST??

YESSS!!!

WHO WILL SINGAPORE SEND FOR OLYMPIC GAMES ONCE IN 4 YEARS?

SCHOOLING OF COURSE!! HE WON OLYMPIC GOLD MEDAL FOR SINGAPORE

AND WHO WILL MALAYSIA SEND TO REPRESENT MALAYSIA FOR BADMINTON?

DATUK LEE CHONG WEI OF COURSE!!

DATUK LEE IS THE EXPERT FOR BADMINTON!!

SO WHO IS THE SPECIALIST FOR DOING DIGITAL INFRASTRUCTURE??

 

Posted by calvintaneng > Oct 13, 2019 9:47 PM Report Abuse

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Last time Calvin promoted carimin at 39 sen, naim at 50 sen, penergy at 75 sen and Uzma at 62 sen

Now all up 100% to 200% and people start chasing

Now Calvin promoted opcom at 63.5 sen, Redtone at 48.5 sen and netx at 1 sen

All Nfcp stocks are still to run. And will run on to multi year highs.

Don't miss them now while still so cheap

Don't tell me after they go up 100% to 300% only then you guys start believing and chasing?

 

Posted by calvintaneng > Oct 13, 2019 9:58 PM Report Abuse 

 

X

Dayang was Ogse topside specialist
Uzma was decommissioning specialist

Opcom is fiber optic manufacturing specialist

Netx is digital infrar installation specialist

Calvin Tan Research is Chun Chun specialist on value shares with CATALYST

NOW IS KABOOOM TIME FOR NFCP STOCKS

GO GO POWER RANGER!!

 

 Posted by calvintaneng > Oct 13, 2019 10:22 PM Report Abuse 

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Sifu Warren Buffet say you cannot invest in stock by looking at past quarter result

You cannot drive a car looking at the rear view mirror

THE ROUGH YEARS OF NETX WILL SOON BE OVER AS AHEAD IS A RM21.6 BILLIONS WINDFALL JOB AWARD BONANZA!!!

SO THE PATH AHEAD IS VERY VERY VERY ROSY!!

COME ON BOARD EVERYBODY

JOIN NOW WHILE DIRT CHEAP!!!

ASIABIO FIRST BOUGHT AT 7 SEN

AT 2 SEN WE ARE BUYING AT A 72% DISCOUNT TO THE INSIDERS/DIRECTORS HOLDING COST!!

EVEN AT 4 SEN TO 5 SEN THEY WILL STILL HOLD BECAUSE THEY CANNOT SELL BELOW THEIR TRUE COST

THIS IS THE SECRET!!

BUY FAR BELOW INSIDERS COST!!

BUY NOW!!

WHACK AND WALLOP!!

CALVIN TELLS YOU TO BUY AT 2 SEN

NOT 20 SEN HOR!!

BUY WHILE CHEAP!!

DON'T LATER ONLY WHEN NETX CROSSED 8 SEN THEN ONLY COME ASK CALVIN

"NETX AT 8 SEN CAN STILL BUY OR NOT?""

 

 Posted by calvintaneng > Oct 31, 2019 3:09 PM Report Abuse

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Asiabio Directors bought 103 million Netx shares at 1.5 sen to 2 sen

That was before Oct 11 official allocation of Rm21. 6 Billions for fiberisation

They dared to buy so much

Now Rm21. 6 Billions fiberisation news already out in the open why we cannot buy?

Sure can load up kaw kaw!!

 

 Posted by calvintaneng > Oct 31, 2019 3:15 PM Report Abuse 

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Remember the strong fudamental

1. Netx is 2 sen with Nta 3 sen. Selling at 33% discount with margin of safety

2. Netx is pure cash with little borrowing
It cannot go bankrupt as it has almost zero borrowings

3. Asiabio Boss also directors of Vsolar, XOX, Focus Dynamic, fintec and Mlab

Why only buy Netx and not others?

Why they bought so much Netx shares some more?

See Netx also own 9.6% of mlab shares which has already gone up in value

So we have a very defensive growth stock in Next

Calvin thinks there is no better bargain like Netx today

 

 Posted by calvintaneng > Oct 31, 2019 4:20 PM Report Abuse 

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Bull market is born in pessimism

Bull market grows in skepticism

Bull market matures in optimism

Bull market dies in euphoria

Netx is between stage one and stage two

Pessimism sprinkled with skepticism

So NETX is a very good stock to buy

Go and see Dayang

Over there is optimism moving on to euphoria
People there talk about sailing with margin somemore

Here people full of negative remarks

So where to go and find good value?

Here of course!!

Calvin bought and bought and bought while people are still filled with fear

To be greedy when others are fearfully selling
...... Warren Buffet

 

 Posted by calvintaneng > Oct 31, 2019 4:32 PM Report Abuse

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Last time Calvin follow Johor Sifu bought Ptaras Jaya at Rm1. 40

Why afraid if Ptaras staff esos was Rm1. 90?
And Ptaras director some more bought at Rm1. 90 from open market

So we bought and bought

Then one day Ptaras up 500% to Rm7. 00 and split

My Johor Sifu made Rm1. 5 millions alone from ptaras

This is a true testimony of my Johor Sifu

He said follow insiders and directors buy

If they buy 100,000 lots we buy 10,000 lots or 10%

If they buy 500,000 lots then we buy 50,000 lots
Just follow closely

This is the way to follow insiders

They see something good yet ahead

 

Posted by calvintaneng > Oct 31, 2019 4:44 PM Report Abuse 

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Yes

Now is the time to buy stocks for the capricorn effect of Next Year bull run

AND the very best buy is still Netx

Rm21. 6 Billions fiber job rolling out by pH Govt through Telekom Malaysia

Netx used to install digital infrar for TM before stands a very good chance to get job

Sure to get some as the pie is immensely huge at Rm21. 6 Billions

Not 21.6 millions or Rm2. 16 billions

THE job is RM21. 6 BILLIONS!!!

 

 Posted by calvintaneng > Oct 31, 2019 6:56 PM Report Abuse 

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Price drop is secondary to value

Last time Pm Corp share buy back was 30 sen
It dropped to 7.5 sen lowest Calvin bought

Then one day Pm Corp gave a cash payout of 8 sen

So my cost of 7.5 sen purchase was rewarded with 8 sen

Or 8 sen minus original cost of 7.5 sen my pm Corp shares are free forever plus extra half sen

So price drop does not mean netx good or bad

Good or bad is determined by

A) Its intrinsic value
At 2 sen with net cash of 3 sen it is selling at 33% discount

B) Business prospect

Few companies can participate in Rm21. 6 billions fiberisation
Fortunately, NETX is one of them

C) Guidance from sifu Warren Buffet
He likes insiders or directors buying company shares with their own personal money
In this case they inject cash to asiabio. And thru asiabio bought Netx

D) Discount to Boss buying at 7 sen
Rights at 5 sen
Employees esos at 4 sen

So buying now is buying at huge discount

E) Debt free. Ability to raise cash by pp at 1.89 sen means people see value
It is a cheaper way to raise capital as bank loan incurs high interest cost

F) Safety First
Insulated from trade war this is Govt and TM project. Ensures good paymaster
Unlike zelan going bankrupt soon due to high IOU and high debt

IOU from foreign entities hard to recover like lcl going bankrupt in middle east

So taking up jobs from Govt and TM ensures safety of payment

G) Sleep well

All  powerful factors made Calvin sleep well every night

Zzzzzzzz,,

 

Posted by calvintaneng > Oct 31, 2019 9:52 PM Report Abuse

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No selling at such low prices for Calvin

Remember

1. Asiabio Directors first purchase of Netx was 7 sen in year 2015

2. In year 2016 All Directors took up Rights issue at 5 sen still holding

3. 2 months ago still buying Netx shares from open market at 1.5 sen to 2 sen for a whopping 103 million shares

4. Employees of Netx esos was 4 sen

5. 220 million private placement also at 1.89 sen

With all these holding cost, bank interest and transaction fees you think they sell below cost or earn peanuts?

Of course not!!!

Use your brain and think. Think carefully. Think deeply.

Now that Netx is in the correct industry of the Digital economy especially being specialist in digital infrar we have all the converging factors for a great stock of the time

AND the time is now

Nothing in the world is so powerful as an idea whose time has come!
......... Hugo......

 

Posted by calvintaneng > Oct 31, 2019 9:59 PM Report Abuse

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Success begets success

Early 2019 Calvin made buy calls on OGSE stocks

Naim at 52 sen and dayang was 68 sen

Penergy at 75 sen

Early last year was carimin at 39 sen

Finally Uzma at 62 sen

All were chun chun on Target

Now with year 2019 coming to a close soon

THE New Bull Trend moves to Nfcp Fiberisation stocks of the Digital Economy stocks

These are these ones are chun chun to receive lots of job awards followed by high profits in balance sheet

Like naim carimin Dayang penergy and Uzma

THE Fiberisation digital stocks will also rise up 100%, 200%, 300% or more

That's it

Keep your focus straight at Digital economy stocks and don't look left or right

Look straight ahead=='Rm21. 6 Billions job award soon to come

 

Posted by calvintaneng > Nov 1, 2019 8:39 AM Report Abuse 

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Over the past decade TM has ordered over half Billions of optic fiber cables from Opcom

All can go look up Opcom past decade history.
Highest order for fibers in Opcom records by Telekom was RM359 millions in year 2009

 

 Posted by calvintaneng > Nov 1, 2019 8:41 AM Report Abuse 

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For tnb Opcom only has record of their orders in few million ringgit which is very little in comparison to Telekom

Tnb use fiber along its power grid to collect data as fiber is a non conductor of electricity

For TM it is for 3g and 4g Internet business

 

 Posted by calvintaneng > Nov 1, 2019 8:43 AM Report Abuse 

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TM still has millions of copper lines which need to be replaced with optic fibers

Copper lines cannot support fiber

5g must ride upon 4g. So lots of fibers will be needed

 

 Posted by calvintaneng > Nov 1, 2019 8:52 AM Report Abuse 

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And Netx being the digital infrar expert will be very very busy. That is also why they postpone paper work like reports and others to mid 2020 so that they might concentrate for the upcoming bonanza of such an opportune time

AND all of us who bought Netx are the luckiest people on earth

Luck is preparation meeting opportunity!!

Prepare more cash now to load up Netx kaw kaw at only 2 sen

Opportunity to make 300% to 1,000% also possible

Netx could be a 10 baggar stock which Sifu Peter Lynch talk of

 

Posted by calvintaneng > Nov 1, 2019 12:21 PM Report Abuse

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Private placement is very ok as Company using cash for business expansion

Last time when Naim gave Rights issue at 45 sen many panicked

BUT Naim Directors confidently took up all Rights shares at 45 sen (go check this out)

They needed money to do more housing projects

Now Naim up near Rm1. 00 better don't chase Naim

Just buy more Netx as 2 sen while offer lasts

2 sen is a real value buy

1. Cash of Netx =3 sen
2. No borrowings
3. Rm21. 6 billions fiber job coming

 

 Posted by calvintaneng > Nov 1, 2019 8:17 PM Report Abuse

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AS IF WAITING FOR SOMETHING TO HAPPEN?

CHUN CHUN STATEMENT

IN YEAR 2006 WHEN PM BADAWI ANNOUNCED HUGE INFRAR JOBS FOR HIGHWAYS CALVIN BOUGHT ALL CEMENT COMPANIES IN ANTICIPATION

CHUN CHUN UP 100% TO 500% FOR YTL CEMENT, TASEK, CIMA AND LAFARGE

IN YEAR 2017 GOVT ANNOUNCED JACKMA JV WITH POS FOR ECOMMERCE AND GEELY JV WITH PROTON CALVIN BOUGHT DRB AT 92 SEN
DRB CHUN CHUN UP 200% TO OVER RM2. 70

LAST YEAR PETRONAS APPOINTED OGSE BY GIVING RM30 BIL JOB FOR UPSTREAM CALVIN BOUGHT CARIMIN, NAIM, PENERGY AND UZMA ALL UP 100% TO 400% CHUN CHUN

NOW FOR 2020 BUDGET GOVT ANNOUNCED RM21. 6 BILLIONS FOR FIBERISATION

CALVIN ZERO IN ON OPCOM, REDTONE AND NETX

SEE HOW SUCCESS BEGETS SUCCESS

 

Posted by calvintaneng > Nov 2, 2019 11:38 AM Report Abuse 

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Scomies is facing small hiccup due to Rm50 millions still with scomi mother. Small problem

Now we are only 2 months away to 2020

2019 has been a fantastic year for OGSE stocks.
Up from 100% to 400%

2020 will be excellent bull run time for Nfcp fiberisation stocks

I have sold top ogse gainers and switched into Nfcp laggard stocks happily

Locking into high profit gains from Penergy
Naim, carimin and Uzma and buying laggards like Netx, Opcom and Redtone

It was Sifu John Neff who always sell into strength of hot bull stocks near peak and rotate proceeds to laggards stocks with potential to be the next bull stocks

By this strategy Vanguard fund of John Neff did exceedingly well

 

Posted by calvintaneng > Nov 2, 2019 5:34 PM Report Abuse

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Yes sure buy scomies will cheap.

BUT Netx is even cheaper in view of Rm21. 6 Billions from fiberisation job soon

So Scomies can be up 20% to 50% short term after hiccup is over

But Big Money to be made is still in Nfcp stocks soon.

Like OGSE these Nfcp stocks can go up powerfully by 300% to 500% if you can catch them while still so cheap, misunderstood and overlooked

 

 

Posted by calvintaneng > Nov 3, 2019 1:48 AM Report Abuse

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This was what happened in year 2009

Telekom made rm359 millions order for fibers from Opcom

AT the news Opcom went limit up from 40 plus sen to 70 sen

2 to 3 years later Opcom made so much money it gave 22. 5 sen special dividend. Opcom went limit up 2nd time from 70 sen to over RM1. 00

After Telekom received fiber optics from Opcom it appointed Ariantec (Netx subsidiary) to do digital infrar network setup. After Netx showed positive earnings it also gone limit up.

If RM359 millions could make 2 counters limit up how much will Rm21. 6 Billions do to digital infrar companies in coming Nfcp bull run?

 

Posted by calvintaneng > Nov 3, 2019 11:38 AM Report Abuse

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Good morning all

Today is our Lord's Day

Time to visit www.chick.com

Now last time in year 2009 Telekom made RM359 million orders from Opcom and appointed Netx to install infrar for digital network

This time PH Govt budgeted Rm21. 6 Billions for digital infrar for whole of Malaysia

For year 2009 it took Opcom 2 years to finish manufacturing optic fibers for just RM359 million orders

Now Rm21. 6 Billions is 60 times more or it will take 120 years for Opcom to fill such a big order

So Opcom on Sept 6th 2019 Annual General Meeting appointed 2 CEOs

This Opcom factory in Shah Alam is only about 2 acres in size. So one CEO is more than enough. Why then Opcom appoints an extra Ceo?
The answer could be this

THE 2nd CEO is for procuring fiber optic supply from China or anywhere else in the world.

That is why Calvin pick Opcom as the number one for Nfcp champion. And Telekom has only mentioned names of very few contractors for fiber optic job. Binacom is not one as it is going for Maxis

Only 2 Names stood out

1. Opcom
2. Netx's subsidiary Ariantec

To be very sure of what Calvin say is true or not just go to Opcom and Netx website in Bursa. Study both their historical records for the past 10 years

Since the job award this round is so huge all which involve in the digital economy will benefit one way or another. The Pie is so huge that it is enough for all players.

So don't be distracted by other stocks or shares that might give 20% to 30% gain.

Concentrate on THE DIGITAL ECONOMY STOCKS WHICH MIGHT GIVE 100% TO 400% RETURNS JUST LIKE THE OGSE STOCK BULL RUN

REMEMBER

THE SINGLE ALLOCATION OF RM21. 6 BILLIONS FOR FIBERISATION IN 12MP BUDGET WILL BE THE GAME CHANGER FOR ALL DIGITAL STOCKS

AND DON'T BE ITCHY TO TIME THE MARKET BY SELLING SHORT TERM TO PUNT OTHERS

IF JOB AWARD IS SUDDENLY ANNOUNCED THEN PRICES MIGHT GO LIMIT UP AND TOO LATE TO GET BACK IN

SO JUST BUY AND HOLD TIGHTLY

DON'T BE DISCOURAGED BY LACK OF VISIBLE NEWS AS YET. IT WILL COME AS IT IS PROMISED

DON'T LISTEN TO NAYSAYERS. DO YOU OWN PERSONAL STUDY AND RESEARCH

DON'T TIME THE MARKET AS TIME IS GETTING NEARER AND NEARER TO JOB AWARD ANNOUNCEMENT

DON'T BE IMPATIENT. INVEST LONGER TERM TO GET THE BEST RESULTS

SUSTAIN YOUR PATIENCE GREAT MOVEMENTS TAKE TIME TO DEVELOP

 

Posted by calvintaneng > Nov 3, 2019 12:04 PM Report Abuse 

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Polycarp

Opcom is the one no doubt about that

Opcom share price highest in year 2012/3 was over RM1. 00 and up from 30 sen or 300% gain

For Next it went up from 3.5 sen to the lofty height of 26 sen for a 650% gain.

So by percentage in ultimate performance Netx beat Opcom

That is why Calvin thinks Netx share price being so beaten down will perform the best in coming months and years

As it was: it is now : and it shall be

 

Posted by calvintaneng > Nov 3, 2019 1:02 PM Report Abuse 

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Opcom with Billions ringgit orders will need 24 hour shift to produce fibers day and night for next several years

So all other digital players will be needed for installation simultaneously in All states of West Malaysia, Sabah and Sarawak.

Netx being infrar expert for digital network will also be extremely busy from year 2020 onward

Peter Lynch and Howard Marks were both expert in cyclical stocks

They say must buy cyclical right before their up turn while prices are cheap and p/E is high when all others are turned off by its lack of business

Conversely, When P/E is low and earnings are strong and when people chases cyclical to peak prices we must then do the very opposite

AT that time market will be hot and many sifu will appear to tell you to chase

That time at red-hot market and peak prices we must resist following the crowd

We must extricate ourselves and not get emotionally entangled

WE MUST THEN SELL AND LEAVE

That was how Calvin bought ogse at bottoms and sold them into strength at peak prices

THE time to buy uzma was 55 sen, carimin was 39 sen, penergy was 40 sen and dayang was 50 sen and Naim was 45 sen at bottom

THE time to sell Uzma is Rm1. 10, sell carimin at Rm1. 30, sell penergy at Rm1 50 and sell Naim over RM1. 00

So now us not to chase OGSE at peak prices but to sell them instead

THE time to buy Nfcp digital stocks like Opcom, Redtone and Netx is now

One bull trend is ripe and must be sold. Another bull trend will be starting soon... So buy ahead of others before they, too, get excited

 

Posted by ivan9511 > Nov 3, 2019 3:01 PM Report Abuse 

If you guys listen to me last 2 weeks for taking profit at 0.025 while the time still easy to sell at 2 5sen
Now can earn more than 100% already
Why need suffer stuck at 2 sen.

 

Posted by calvintaneng > Nov 3, 2019 4:47 PM Report Abuse

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Ivan9511

I got 2 real life experiences to share

NO. 1 is MPI
In year 1999 Dr. NEOH SOON Kean recommended MPI at around Rm4. 50 to Rm5. 00 in his monthly investment newsletter which I subscribed for just over Rm100 per year

BUT I took a small profit (I had 10,000 shares) at around Rm5. 00
Then Dotcom bubble bull run started in year 2000 (they said year 2000 all computers will reset or crash)

AND MPI shot up from rm5. 00 to Rm50. 00
I missed the half million ringgit profit as I got out way too early

NO. 2....Carimin
On January 26 I gave buy call on carimin at 39 sen. It went up to near 50 sen. Then crashed by 50% to 21.5 sen. But OGSE job awarded.

So? Should have escaped near 50 sen?
NO. Carimin later shot past Rm 1.30
Now Calvin called for profit taking in Carimin while others are still bullish

Now MPI gone up due to year 2000 internet Dotcom reset.

Carimin gone up due to OGSE jobs of Rm30 Billions from Petronas

So will Netx be another bull stock due to Nfcp fiberisation of Rm21. 6 billions?

If so then don't go play play

Invest seriously for once and hold tight

 

End of Part Three (Please visit Netx Forum to see continuation....

https://klse.i3investor.com/servlets/stk/0020.jsp

 

BEST REGARDS

 

Calvin Tan Research

Singapore

 

Please buy or sell after doing your own due diligence

More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Discussions
Be the first to like this. Showing 12 of 12 comments

cumcumshot

Working very very hard to promote a super penny stock. Why NO fun managers aware of all these goodies except the CalvinConman?

2019-11-04 09:15

calvintaneng

Why why why?

Why not even one expert follow Calvin buy call on Carimin when Calvin issued buy call for Carimin at 39 sen on Jan 26th 2018?

2019-11-04 09:52

calvintaneng

Why no fund manager issue buy call in April 2019 when Calvin called for a buy on Naim at 52 sen?

2019-11-04 09:53

calvintaneng

Why 3 IB investment banks called for a sell on Uzma to 57 sen when Calvin opposed them to issue buy call on Uzma at 55 sen?

Again only Calvin's lone voice issues sell call on Uzma after it crosses rm1. 00?

Where were the fund managers when Calvin called for a sell on Uzma over RM1. 00?

Why why why?

2019-11-04 09:55

calvintaneng

Did Calvin con people to buy Carimin at 39 sen and later made 200% profit?

2019-11-04 09:56

calvintaneng

Did Calvin con people to buy Naim at 52 sen only to see their investment doubled 100% to over RM1. 00?

2019-11-04 09:57

calvintaneng

Calvin got con people buy Penergy at 75 sen and helped them make 100% profit when Penergy reached Rm1. 50?

2019-11-04 09:58

calvintaneng

Got such con man who helped people make so much obscene profits from OGSE stocks?

2019-11-04 09:59

calvintaneng

Did Calvin con cheshirecat to buy 1 millions Velesto shares and made rm75k already?

Where are you cheshirecat?

2019-11-04 10:00

calvintaneng

Wahaha!!

Tell you what Calvin will do

Calvin will shout buy calls for Netx, Opcom and Redtone till Calvin see happy people making
Hundreds, thousands, tens of thousands, hundreds of thousands and millions later

All so happy now!!

BUT tell me why?

Why are you so jealous having such a small heart?

2019-11-04 10:03

enigmatic ¯\_(ツ)_/¯

siapa yang makan cili, dia yang terasa pedas

2019-11-04 14:41

calvintaneng

SOMETHING VERY VERY BIG IS GOING ON IN NEXT

WHY?

ANSWER:

BECAUSE NETX INSIDERS/DIRECTORS BOUGHT A WHOPPING 103 MILLION NETX SHARES FROM OPEN MARKET AT 1,5 SEN TO 2 SEN FROM OPEN MARKET FROM

6TH AUGUST TO 23RD AUGUST 2019

ASK THESE INTELLIGENT QUESTIONS:

1) WHY DIRECTORS SUDDENLY BOUGHT SUCH HUGE AMOUNT OF NETX SHARES AS HIGH AS 2 SEN AFTER 3 YEARS DIDN'T BUY ANY?


2) IS IT BECAUSE MCMC MINISTER GOBING SINGH HAVE CONSULTED THEM ABOUT PRIVATE-PUBLIC PARTNERSHIP FOR NFCP RM21.6 BILLIONS FOR FIBERISATION

3) WHY WAS NETX CONSULTED? IS IT BECAUSE OF TELEKOM BEING AWARDED RM10.8 BILLIONS FOR NFCP JOBS & THEN TELEKOM OUTSOURCED FIBER INSTALLATION TO NETX AND OTHER PARTIES LIKE IT DID IN YEAR 2011?

4) THERE IS NO SMOKE WITHOUT FIRE
SO IF NOTHING IS HAPPENING WHY NETX DIRECTORS WANT TO BY SO MUCH NETX SHARES AS HIGH AS 2 SEN?

THESE PROVOKING MOVES SHOW SOME VERY VERY EXCITING TIMES ON THE WAY FOR NETX SOON

SO WHAT ARE YOU GUYS WAITING FOR?

NETX IS NOT 20 SEN. ONLY 2 SEN NOW LIKE DIRECTORS ENTRY PRICE IN AUGUST 2019

2019-11-05 10:20

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