Revenue OK lah. Just received RM63 Millions Fresh Orders from TM officially. Since OPCOM has ZERO Debt. All profits will translate into coming dividends.
And with MyEG new contract of RM180 Millions for E-Tax & E-GST expect more business for OPCOM
George Soros just bought into a Fiber Optic Co in UK called HYPEROPTIC for UK50 Millions! George Soros Quantum Fund Yield at 24% even beat Warren Buffet's Hathaway at 19.8%
Ha! Right on the heel of George Soros is Warren Buffet of Berkshire Hathaway.
Warren just bought a Huge Position in LIBERTY GLOBAL - Cable Digital TV & Internet Broadband Provider.
Is Warren Buffet following George Soros? Or George Soros follow Warren? Or they both happen to think alike? Or they both see opportunities in Internet Broadband at the same time?
As I type this in Singapore my computer is running on Star Hub Broadband -quite Excellent Speed
Not so for so many Internet Shops in Iskandar & Malaysia. Most are still running on Very Snail speed copper wires. So there is Vast Room for Expansion for OPCOM.
In The Years Ahead - All Copper Wired Slow Speed Internet Connection will be ALL REPLACED BY FAST SPEED FIBER OPTIC CABLES BY OPCOM.
Imagine travelling by horse drawn carriages and TRAVELING BY FAST PACED MODERN CARS!
PJ Dev is an excellent growth stock. I bought PJD mother share at 50 years ago. Price has now tripled to over RM1.50. I don't know how high PJD will go further.
Since Foreign Funds are selling down KLSE. China Credit Bubble may burst & Malaysian consumers are squeezed by inflationary pressure. I think we have to take the path of caution.
OPCOM is a shelter from Market crash with a highly defensive nature against losses.
The Good Thing Is - OPCOM gives a very generous dividend.
The earnings of OPCOM depends heavily on orders from TM.And the implementation of (HSBB)High Speed Broad Band depend on Market Forces. In The Iskandar Region - UM Land & UEMS both provide HSBB as an added incentive for Property Owners.
You see it is only a matter of time that HSBB becomes a norm for Modern Day Homes. Almost 80% of Offices & Homes are still using the Old Technology Internet Access. Imagine the Speed of A Horse Drawn Carriage & The Speed of A Fast Moving Modern Car.
In Olden Times (50 Years Ago) Almost All Houses & Shops Have no property sanitary systems. We use the "bucket system" in our make shift toilets. Twice a week the "night soil" man would come and clear the buckets of human waste. And every time he does his rounds (usually at mid-night) the entire place would stink we a very foul smell. Those were the days when we had no flush toilets.
Of course no one will tolerate this primitive system of disposing human waste today.
In the far future I think no one will tolerate using slow, slow Internet Connection based on copper wires. Fiber Optic technology is the ULTIMATE - Light to Light - YES INFORMATION IS TRANSMITTED AT THE SPEED OF LIGHT!
HSBB IS THE FUTURE! SO OPCOM HAS A VERY BRIGHT FUTURE FOR MANY YEARS TO COME!
Expect the 80% Using Copper Wires to be Replaced By Fiber Optic Cables! And Vast Territories of Malaysia still not covered by internet access. There is Vast Room For Growth!
Calvin, wonder why u start promoting Opcom, when just a while ago you said buying Opcom is like fiishing in Kenyir dam (as compare to PMC big oceans of the world)?
Both OPCOM and PM Corp are good. OPCOM is a good defense against Another On Coming Financial Tsunami!
Another reason for buying OPCOM is this:
I once bought OKA at 35 cents. OKA provides Drainage system materials for highway and housing developments in Malaysia. As such buying OKA is also like fishing in Kenyir Dam - limited to only Malaysian Market. So I sold off OKA when price crossed 70 cts for a 100% gain. However, to my surprise OKA went on to cross RM1.30.
You see There is Still Vast Territories in Malaysia For Highway & Housing Developments.
So as I reconsider the Vast Undeveloped Area of Malaysia Plus 80% still using Old Copper wire technology for Internet Connection - I think OPCOM still has more room to grow.
Or you can say - Kenyir Dam is still Full of Opportunity for Good Fishing For Many More Years
still believe this poor calvintaneng ? Pls check out opcom latest quarter result, see how bad performance of opcom. The great time of opcom has passed, past is past, don't always bullshit your great pass achievement.
The 2 opric fibre contracts recently secured fr. TM should contribute to their profit margin.Wonder what other segments of their business can contribute/enhance the profit as well?
OPCOM shares are tightly held by investors. Those who bought at 30 cts are now holding it FOR FREE. (Capital Repayment 22.5 cts + 10 Cts Div) .So they are not bothered at all about buying or selling.
These Are The Favorable Factors:
1) OPCOM IS DEBT FREE. 2) IT IS A MONOPOLY - THERE IS A STRONG BARRIER TO ENTRY. 3) IT PAYS GOOD DIVIDEND.
Opcom shares are tightly held and not liquid.It is not advisible to hold big amt of shares personally as cash flow will be affected.What then is the wise decision on this stock?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
56,580 posts
Posted by calvintaneng > 2014-02-15 16:23 | Report Abuse
Ha! Ha!,
Revenue OK lah. Just received RM63 Millions Fresh Orders from TM officially. Since OPCOM has ZERO Debt. All profits will translate into coming dividends.
And with MyEG new contract of RM180 Millions for E-Tax & E-GST expect more business for OPCOM
George Soros just bought into a Fiber Optic Co in UK called HYPEROPTIC for UK50 Millions! George Soros Quantum Fund Yield at 24% even beat Warren Buffet's Hathaway at 19.8%