Posted by moneykj > 2018-08-18 14:46 | Report Abuse

The deciding factor is share price. All the negative factors already priced in. Market is always looking forward. That's what happened in Sendai when they announced the worst ever results caused the price temporarily dropped but it went on to climb to reach 1.40 from 0.50 when the bad results comes out.
Also why I buy call on Evergreen at 0.45 in June amid high material cost and likely coming another bad q.
Yes, it's becos the share price.

Posted by moneykj > 2018-08-18 14:48 | Report Abuse

Stock: [EVERGRN]: EVERGREEN FIBREBOARD BHD
Jun 4, 2018 03:09 PM | Report Abuse

When all the supporters and naysayers are lazy to comment, and share price reluctant to go down despite reported bad results, it's time to buy.


Stock: [EVERGRN]: EVERGREEN FIBREBOARD BHD
May 31, 2018 05:01 PM | Report Abuse

Can start to buy liao

Posted by calvintaneng > 2018-08-18 14:53 | Report Abuse

Posted by moneykj > Aug 18, 2018 02:46 PM | Report Abuse

The deciding factor is share price. All the negative factors already priced in. Market is always looking forward.

EXACTLY!

I liked Bombed Out shares like

Jaks at 40 sen
Opcom at 35 sen
Gsb at 9 sen
Drb at 92 sen
Dutaland at 39.5 sen
EG at 49 sen
Tambun at 80 sen
Eksons at 72 sen
Azrb at 38 sen
Complete logistic at 53 sen


When Prices are at Rock Bottom like

Talam now at 4 sen?

Buying this one is a no brainer.

Posted by moneykj > 2018-08-18 15:05 | Report Abuse

Calvin, I decide base on technical and fundamental. Talam I can't see it yet from technical side. May b 2 years later at higher price or I rather miss it.

Posted by calvintaneng > 2018-08-18 15:08 | Report Abuse

It's ok.

Buy when your timing is right.

I am no good at timing

So i just put in some first while cheap.

Posted by tah16600 > 2018-08-18 16:51 | Report Abuse

Buying Talam , I have to think many time oh! .

Posted by EngineeringProfit > 2018-08-08 12:01 | Report Abuse

For that price range, Danco is better, no?

Posted by calvintaneng > 2018-08-18 17:35 | Report Abuse

These are the reasons in summary:

1. Selling at 56% discount to NTA. It meets the Margin of Safety criteria. Ben Graham rule met.

2. 3 Directors/ Insiders bought from 8.5 sen to 11 sen. Warren Buffet likes Insiders buying Company shares with own monies. Not Sbb.

3. Talam has pared down debts from Rm1.5 Billions to only few hundred millions by Assets disposal.

4. A check very carefully into the details show that when Assets were sold they register 877% profit to 2,900% gain which is very excellent.

5. And in time to come All the Debts will be pared down and Talam will turn into a Cash Rich Company like Dutaland.

6. And the prospects are Proton City Expansion down South to Talam commercial and industrial lands in Bkt Beruntung and Bkt Sentosa .
Talam also got 100 acres lands in Gombak, in Dengkil and others.

7. Disposal of Mall in China will bring in 1.2 sen cash. Talam has 3 more Malls in Kl for disposal.
All can generate lots of liquid cash.

8. Talam also manage to get a construction job recently. So it is still in the game. Plus it is in Affordable housing which meet the new PH Govt directives

9. Above all Talam met Calvin Tan Research strict criteria of

HE THAT IS LOW NEEDS FEAR NO FALL

In other words the share is now at Rock Bottom. The downside is very limited. And with downside protected we look for an upside. By so acting the risk is minimal and the gain will be substantial.

Just think when Calvin bought Jaks at 40 sen what was the risk?
But for all who chased Jaks from Rm1.40 to Rm1.80 in a time of Euphoria what is their risk?

10. Will Talam be another chun chun call with 100% upside gain at 8 sen?
Only time will tell.

Good luck

Posted by tah16600 > 2018-08-18 20:54 | Report Abuse

Sooner or later Talam will like Tiger ,shrink the shares n then will ask money from shareholders .

Posted by EngineeringProfit > 2018-08-18 20:57 | Report Abuse

yes....yes.....DANGER......DANGER.....RISK......RISKY

Posted by EngineeringProfit > 2018-08-18 20:58 | Report Abuse

For this price range, Danco is better, no?

Posted by tah16600 > 2018-08-18 21:26 | Report Abuse

Danco of course better than Talam

Posted by freddiehero > 2018-08-18 21:56 | Report Abuse

kikiki..

Posted by freddiehero > 2018-08-22 21:31 | Report Abuse

got land on hand can become real money..

Posted by calvintaneng > 2018-08-18 22:46 | Report Abuse

Posted by freddiehero > Aug 18, 2018 09:57 PM | Report Abuse


Freddie is clever!!

Talam got land on hand can become real money..

THUMBS UP!!!

Posted by EngineeringProfit > 2018-08-10 16:40 | Report Abuse

High debt...low cash...how??

Posted by calvintaneng > 2018-08-18 10:46 | Report Abuse

Posted by EngineeringProfit > Aug 18, 2018 10:51 PM | Report Abuse

High debt...low cash...how??


High debt was RM1.5 BILLIONS

Profit (Rm1 BILLIONS) was used to settle debt now less than Rm500 millions

LOW CASH? JUST SELL ASSETS AND CASH OF RM2 BILLIONS TO RM3 BILLIONS ON THE WAY!!!

HIP HIP HOORAY!!!

Posted by joetay > 2018-08-19 00:24 |

Post removed.Why?

Posted by calvintaneng > 2018-03-14 11:52 | Report Abuse

There are 3 New Wind of Change under Tun Dr M new PH Govt

1. The Rise of Langkawi, Kedah and Penang as the New Northern Golden Triangle. Developments will gravitate here. Last time was Booming Iskandar. Calvin said Tambun & GUH will do well

2. Revival of Tun Dr M pet projects. His penchant for cars. So watch Proton City in Tg Malim
Good Jv between Geely and Proton
Another Rm41 Billions coming from 2 more China Car Manufacturers
Tanjung Malim will then then into the Detroit of USA
These stocks with Landbanks there will do well. 1) DRB. 2) Maju Perak. 3) L&G. 4) TalamT

3. New Impetus for ECommerce, IT and More usage of Optic Fibers. This one got Mukhriz's Opcom & Top Internet hardware and software seller - ICT ECS

Posted by jackfruit > 2018-08-20 17:52 | Report Abuse

Pastor, don't be so naive. Talam boss is a crook and have been cheating shareholders. He will buy all the Talam assets under market value and he don't give a shit to shareholders. You keep dreaming.

Posted by freddiehero > 2018-08-20 18:00 | Report Abuse

only the way make fly the stock to get more money and big loan from bank..

Posted by freddiehero > 2018-08-20 18:00 | Report Abuse

tat wat call stock

Posted by freddiehero > 2018-08-20 18:04 | Report Abuse

keep up

Posted by calvintaneng > 2018-08-20 18:09 | Report Abuse

jackfruit

you are behind time

Datuk Chan is a different man now

See

https://www.google.com.sg/search?q=tony+tiah+and+datuk+chan+of+talam&tbm=isch&tbo=u&source=univ&sa=X&ved=2ahUKEwis2MqcsfvcAhXCUn0KHVz2AdYQsAR6BAgGEAE&biw=1920&bih=943#imgrc=BJsmiEsQvGbUZM:

Posted by calvintaneng > 2018-08-20 18:10 | Report Abuse

See

Tony of TA and Datuk Chan of Talam

https://www.google.com.sg/search?q=tony+tiah+and+datuk+chan+of+talam&tbm=isch&tbo=u&source=univ&sa=X&ved=2ahUKEwis2MqcsfvcAhXCUn0KHVz2AdYQsAR6BAgGEAE&biw=1920&bih=943#imgrc=_4bWPg4rggyknM:

Posted by freddiehero > 2018-08-20 18:12 | Report Abuse

i can not click and copy.

Posted by freddiehero > 2018-08-20 18:12 | Report Abuse

how to c ya?

Posted by freddiehero > 2018-08-20 18:12 | Report Abuse

always c ppl.paste address hut canot c

Posted by joetay > 2018-08-20 18:13 |

Post removed.Why?

Posted by calvintaneng > 2018-08-20 18:15 | Report Abuse

Posted by freddiehero > Aug 20, 2018 06:12 PM | Report Abuse

always c ppl.paste address hut canot c

Oh I will post one later

Posted by joetay > 2018-08-20 18:16 |

Post removed.Why?

Posted by joetay > 2018-08-20 18:20 |

Post removed.Why?