THE INVESTMENT APPROACH OF CALVIN TAN

STRONG BUYING AND ACCUMULATION IN NETX (0020) DUE TO NFCP RM50.3 BILLIONS ? Calvin Tan Research

calvintaneng
Publish date: Fri, 07 Feb 2020, 08:23 AM
calvintaneng
0 1,849
Hi Guys,

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

Hi guys,

By now GOVT has Officially Stated that NFCP1 will start in Mid Feb 2020 for the Building of Telcos

Read this 

Construction of communication towers under NFCP 1 to start mid-Feb https://www.theedgemarkets.com/article/construction-communication-towers-under-nfcp-1-start-midfeb

At that news Bibacom suddely spiked up from 34 sen to 50 sen or up 47% in just few days. 

 

Now there was little buying from Insiders in Binacom

THE SURPRISE BUYING IS IN NETX

And these are some highlights in Netx

On August 6th to 23rd 2019

Netx Directors used Fintec/Asiabio to buy up 103 Milions Netx shares from open market at average cost of 1.5 sen

See

 

 

 

THEN THERE WAS PRIVATE PLACEMENTS WHICH  WERE SUPPOSED TO BE POSTPONED TO JAN 2020

THESE WERE APPEALED AND BROUGHT FORWARD TO NOVEMBER 2019 & ALL TAKEN UP BETWEEN 1.8 SEN TO 1.89 SEN (OVER 300 MILLION NETX SHARES SUBSCRIBED)

 

Last few days someone posted this in Netx forum (TRue or not yet to be verified)

See

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart) > Feb 4, 2020 3:56 PM Report Abuse 

>>>>
Posted by suraya > Feb 4, 2020 3:53 PM | Report Abuse

NETX 30 Largest Securities Account Holders For Ordinary Shares As 2020
1.ASIABIO CAPITAL 264,457,713
2.PUBLIC nominees (TEMPATAN) 168,072,150
3.CREDIT SUISSE 161,457,800
4.KENANGA nominees (TEMPATAN) 64,816,319
5.LAU KOK SENG 80,962,100
6.CGS-CIMB nominees 49,913,450
7.HLIB 45,339,300
8.LEE KIM SOON 37,322,500
9.TA nominees (TEMPATAN) 35,206,670
10.MAYBANK nominees (TEMPATAN) 34,336,800
11.Hong Leong nominees (TEMPATAN) 32,000,000
12. THEAW POH CHOO 31,001,000
13.AFFIN HWANG nominees (TEMPATAN) 25,890,200
14.ALLIANCEGROUP nominees (TEMPATAN) 22,486,200
15.CHEN HEEN CHONG 20,800,000
16.CHOO CHENG KIT 18,750,000
17.LEE KIM SOON 16,322,500
18.CHOO CHENG KIT 16,000,000
19.CHANG PENG HOONG 15,614,000
20.AMSEC nominees (TEMPATAN) 15,487,000
21.MAYBANK nominees (TEMPATAN) 15,452,100
22.RHB CAPITAL nominees (TEMPATAN) 15,215,000
23.ANG SOO HOCK 14,493,900
24.SU HOW GIONG 14,100,000
25.CHOO AH NGO 14,000,000
26.CHUNG KIN CHUAN 13,710,000
27.CIMB nominees (TEMPATAN) 10,178,500
28.MAH KOK FOON 10,000,000
29.JENNY CHEAH SEK LI 10,000,000
30.WAN LENG WHATT 10,000,000

>>>>>


Buy RM 200,000 worth of shares (10 million shares @ 2sen) and you are already in the top 30 shareholders list.

 

 

strong list

 

The above was  posted by one "suraya" & reposted by 3iii as  I quote above

Now look at the last year Top 30 list below & compare

 

1 MAYBANK SECURITIES NOMINEES (ASING) SDN BHD 160,454,400............... 5.730 

2 LAU KOK SENG................................................................... 51,560,000............... 1.841

3 THEAW POH CHOO............................................................ 31,001,000................ 1.107

4 CHOO KENG KIT................................................................. 16,000,000................ 0.571

5 LEE KIM SOON.................................................................... 15,822,500................ 0.565

6 MAYBANK NOMINEES (TEMPATAN) SDN BHD................. 15,452,100................ 0.552 

7 CHOO AH NGO.................................................................... 14,000,000................ 0.500

8 SU HOW GIONG.................................................................. 13,900,000................ 0.496

9 CHUNG KIN CHUAN.............................................................13,701,000................ 0.489

10 CIMSEC NOMINEES (TEMPATAN) SDN BHD.................. 10,178,500................ 0.363 

11 JENNY CHEAH SEK LI ......................................................10,000,000................ 0.357

12 MAH KOK FOON............................................................... 10,000,000................ 0.357

13 WAN LENG WHATT............................................................. 9,800,000................ 0.350

14 PUBLIC NOMINEES (TEMPATAN) SDN BHD.................... 9,000,000................. 0.321

15 THAM WOOI LOON............................................................ 8,750,000................. 0.312

16 AMSEC NOMINEES (TEMPATAN) SDN BHD.................... 8,204,700................. 0.293

17 THONG KIN MUN............................................................... 8,033,600................. 0.287

18 NG YOKE HIN..................................................................... 8,000,000................ 0.286

19 VOO SUK CHING............................................................... 7,200,000................ 0.257

20 CIMSEC NOMINEES (TEMPATAN) SDN BHD.................. 7,000,000................ 0.250

21 HELLY LYKE TABALUJAN................................................. 7,000,000................ 0.250

22 ONG YEW BENG............................................................... 6,800,000................ 0.243

23 MAYBANK NOMINEES (TEMPATAN) SDN BHD............... 6,660,000................ 0.238 

24 PUBLIC NOMINEES (TEMPATAN) SDN BHD................... 6,505,000................ 0.232

25 LIM BOON SENG............................................................... 6,045,000................ 0.216

26 CHEN HEEN CHONG........................................................ 6,000,000................ 0.214

27 MAYBANK NOMINEES (TEMPATAN) SDN BHD............... 6,000,000................ 0.214 

28 ONG SHIOK HUUN............................................................ 6,000,000................ 0.214

29 ROSZALI BIN MOHAMED................................................. 6,000,000 ................0.214

30 ONG KHEAM CHYE  ........................................................ 5,697,800................ 0.203

TOTAL .................................................................................490,765,600................17.525%

 

Simon in Netx Forum posted this

Posted by simon > Feb 6, 2020 8:32 AM Report Abuse 

good morning all Netx share holder, for your info,
top 30 Netx share holder hold 34.5% = 1279mil
Netx staff holding about 10% = 370mil
Netx privte placement about 22% = 840mil
estimate Netx forum holding about 5% = 185mil
estimate others Netx share holding another 5% = 185mil
total Netx share hold by investor about 76.5%
share free float in market is about 25% = 925mil
>>>>>>>>>>>>>>>
When time is come
share price will shut up like `firework'
you can't see any thing when fly to the sky
you only see the fire like flower in the sky
like Netx share price will go up non stop until 8, 16 even more 30sen
this is sifu Calvin cun cun call
this are you reward
Cheeeeeeeers!

 

If current list of Netx 30 is authentic then Simon has calculated it to be 34.5%

Compared to 17.525% (Year 2018) There is an increase of 96.8% purchase of Netx Shares by Top 30 Holders

Now the surprise is Credit Suisse being listed as Top 3 with 161 Millions at 4.4%

That is indeed a surprise

But the most surprising thing of all is

THE VORACIOUS APPETITE OF NETX OWN STAFF/EMPLOYEES BUYING UP CHUNKS OF NETX SHARES AT 2 SEN WITH OWN HARD EARNED MONIES

 

See

SEE A13 or QTR

 

1) On 18 December 2019, 50,000,000 share options were offered to eligible employee at an exercise price of option of RM0.02 each

 

2) On 30 December 2019, 50,000,000 share options were fully exercised by eligible employee at an exercise price of option of Rm0.02 each

 

3) On 13 January 2020, 50,000,000 share options were offered to eligible employee at an exercise price of

option of RM0.02 each

 

4) On 20 January 2020,  50,000,000 share options were fully exercised by eligible employee at an exercise price of option of Rm0.02 each

 

EXPECTING NETX TO PERFORM EXCEEDINGLY WELL NETX INSIDERS ARE LOADING UP NETX SHARES WITH OWN HARD EARNED MONEY!!

 

SIFU STOCKRAIDER CONCUR

 

 Posted by stockraider > Feb 6, 2020 11:26 PM Report Abuse 

Instead of bullshiting & keep attacking Netx, just look at the positive side of netx mah....!!

1. Yes Netx is losing monies but if u carefully ask yourself are u overpaying, if u pay 1.5 to 2.0 sen per share leh ?? No mah...!!
The adjusted NTA of Netx is 2 sen comprises of 1 sen cash plus balance 1 sen of other assets n listed investable securities loh...U r not paying any extra or premium loh...!!

2. If u look below here, u notice that staffs already subscribe 100m of Netx for 2 sen. Just ask yourself why would these staffs use their hard earn monies on Netx n paying 2 sens...instead like raider slowly collect from the mkt at 1.5 sen leh ??
If u work in the orgainisation, thru experience u will find very hard to even to get staffs to contribute even rm 30 for dinner.
Why would staffs of NETX willing invest many ten of thousands to subscribe netx share at 2 sen leh ??

 

 

After stating the above I thought after buying 100 MILLION NETX SHARES they already sufficed

To my surprise again on Feb 5th 2020 came this News again

 

OTHERS NETX HOLDINGS BERHAD ("NETX" OR "THE COMPANY") - OFFER OF OPTIONS UNDER SHARE ISSUANCE SCHEME ("SIS")

NETX HOLDINGS BERHAD

 

Type Announcement
Subject OTHERS
Description
NETX HOLDINGS BERHAD ("NETX" OR "THE COMPANY")
- OFFER OF OPTIONS UNDER SHARE ISSUANCE SCHEME ("SIS")

Pursuant to Rule 9.19(51) of the ACE Market Listing Requirements of Bursa Malaysia Securities Berhad, NETX wishes to announce that it has offered options to eligible employees under its SIS, the details of which are as follows:-


(a) Date of offer: 5 February 2020


(b) Exercise price of options offered: RM0.02 each


(c) Number of options offered: 50,000,000


(d) Market price of NETX’s shares on the date of the offer: RM0.02


(e) Number of options offered to Directors of NETX: Nil


(f) Vesting period of options offered: Not applicable


This announcement is dated 5 February 2020.

 

WHOA! AFTER BUYING 100 MILLION NETX AT 2 SEN THEY ARE STILL INSATIABLE: ANOTHER 50 MILLION OPTION SHARES AT 2 SEN PRESENTED?

 

NOW OPTIONS IS NOT FOR COMPANY TO RAISE CAPITAL. OPTIONS ARE USUALLY GIVEN TO REWARD EMPLOYEES AS INCENTIVES TO BOOST MORALE OF STAFF

BY COMMITTING SO MUCH MONEY INTO THEIR OWN COMPANY SHARES SHOW

 

1) THEY BELIEVE THE COMPANY IS FINANCIALLY SOUND. RM34 MILLIONS CASH IN BANK. ANOTHER RM72.7 MILLIONS WITH SUBSIDARIES ARIANTEC & ETC ARE REAL & GENUINE VALUE

 

2) THEY KNOW NETX WILL SECURE JOB AWARD FROM THE NFCP RM50.3 BILLIONS FIBERISATION THRUST

 

And so we repeat

EXPECTING NETX TO PERFORM EXCEEDINGLY WELL NETX INSIDERS ARE LOADING UP NETX SHARES WITH OWN HARD EARNED MONEY!!

 

 

 

Image result for you got to have skin in the game warren buffett picture
 
 
 
 
 
 
 
 

 

Discussions
1 person likes this. Showing 9 of 9 comments

calvintaneng

Sifu Raider has given a provoking thought

Staff and eligible employees of Netx has bought Rm2 millions of Option shares of about 100 million at 2 sen

If under normal circumstances it is very hard to get staff to cough out Rm30 just for a company dinner function how come they could invest millions into company shares UNLESS THEY ARE VERY SURE THAT SOMETHING VERY GOOD MUST BE COMING NETX'S WAY

ALSO AFTER PAYING RM2 MILLIONS FOR 100 MILLIONS OPTION ON JAN 20 2020

JUST 2 WEEKS AGAIN THEY ARE GOING TO BUY ANOTHER RM1 MILLIONS WORTH OF NETX SHARES TELL VOLUME

SOMETHING VERY VERY SPECTACULAR COULD BE EXPECTED SOON AS WE SEE SUCH URGENCY IN ACCUMULATION

2020-02-08 11:06

stockraider

YES DO NOT MISS THIS WONDERFUL OPPORTUNITY ON NETX LOH...!!

1.U CAN BUY NETX CHEAP WITH BIG MARGIN OF SAFETY AT 2 SEN LOH..!!

2. TECHNICALLY JUST BROKE OUT FROM 2 SEN, VERY STRONG SIGN IT WILL RALLY LOH....!!

3. INDUSTRIAL BROTHERHOOD STOCK LIKE OPCOM, REDTONE, BINACOM HAS RALLY AND THIS WILL FOLLOW TO NETX VERY SOON MAH...!!

4. REMEMBER NFCP RM 50.3B IS A CATALYST FOR NETX AS THE PROSPECT OF GETTING A SLICE IS VERY HIGH LOH...!!

5. NETX STILL HAVE BLOCKBUSTER DISRUPTOR APPS AND SOFTWARES THAT IS GOING TO BE COMMERCIALIZE VERY SOON LOH...!!

2020-02-08 11:36

stockraider

Posted by calvintaneng > Feb 8, 2020 12:37 PM | Report Abuse

For Netx there are 5 groups of Investors

1. Fintec/Asiabio holding 264: mil
2 Credit Suisse 100 yr old foreign fund Holdings 161 mil
3. Staff of Netx 788 mil total
4. Private placees more than many milions
5. Calvin and friends $$$ millions

Free-float now less than 25%

Getting rare and precious at 2 sen

Once it's gone it's gone!

2020-02-08 13:09

GooShem

Monday 2 cent sell q Will be back

2020-02-08 13:22

calvintaneng

Sell queue at 2 sen is due to total ignorant of real potential

If insiders staff dare to buy 150 million Netx shares on option at 2 sen then if we can still buy at 2 sen from open market is actually the last opportunity

2020-02-08 15:02

stockraider

True Mah...!!

Just remember it is still very perfectly safe to buy Netx at 2 sen bcos their employees had bought a big chunked at 2 sen thru option exercise mah..!!

They are not stupid if it make no sense to exercise their option loh...!!

Posted by stockraider > Feb 7, 2020 6:18 PM | Report Abuse X

It is still accumulation stage to takeout all the weak holders at cheap price now loh..!!

Although now the buyer it is more aggressive as very big blocks of 2 sen sell, had been taken out mah...!!

Just fight along or together with the insiders, the savvy investors and Netx employees, it make alot sense loh....bcos they know the company well & its prospect loh....!!

Furthermore NETX employees now are getting more optimistics...something is "brewing" mah...!!


Posted by calvintaneng > Feb 8, 2020 3:02 PM | Report Abuse

Sell queue at 2 sen is due to total ignorant of real potential

If insiders staff dare to buy 150 million Netx shares on option at 2 sen then if we can still buy at 2 sen from open market is actually the last opportunity

2020-02-08 15:52

FoolsGold

"STRONG BUYING AND ACCUMULATION.." kikikaka, kikikaka.. thks for great humour...kikikaka..kikikaka :() :() :()

2020-02-08 15:58

stockraider

U can perfectly sell 2 sen if u want to loh...!!

But No sell mah...Hang on mah....Appreciation coming soon loh...!!

Yes raider need to reiterate very safe netx at 2 sen, bcos alot of naysayers try to slander n say unsafe loh...!!
Thus people miss opportunity, listening to them mah...!

The naysayers are looking at the rear mirror to make their conclusions whereas sifu calvin and raider are looking at the front mirror mah...!!

Remember if insiders buy aggressively, it is always very positive mah..!!

Posted by newHorizon > Feb 8, 2020 3:52 PM | Report Abuse

raider you buy and show to all here dont need to keep saying it is safe, when you cant even sell at 2 cts. if calvintaneng's rumours not materialise, it will straightaway drop to 1 ct and people cant even sell. the risk is very high..

2020-02-08 16:01

calvintaneng

NO SELLING NETX AT THIS CHEAP PRICE OF 2 SEN

ALL SHOULD BUY SOME NFCP STOCKS LIKE NETX, OPCOM, BINACOM, REDTONE & CMSB

THEN HOLD TIGHTLY & WAIT PATIENTLY

NFCP ROLL OUT TAKES TIME

AND TIME IS ON OUR SIDE

LIKE WATCHING DURIAN TREE FLOWERS AND GROW AND GROW AND GROW

https://www.youtube.com/watch?v=0_ySoCpqyGs

2020-02-08 18:09

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