March 20, 2019 By Calvin Tan Smart Investment

Hi guys,

As a natural progression after Govt coffer is replenished by Petronas Revenue – the Next Agenda would most probably be the Revival of ECRL

Calvin has already picked 5 stocks, namely AZRB, T7 Global, Prestar, Masteel & Lafarge Cement to be among the beneficiaries of the ECRL – 688 Kilometer long

Today I shall add one more – TalamT (2259)

TALAM’S PRIME LANDS IN SERENDAH & GOMBAK SIT RIGHT AT THE CROSS JUNCTION BETWEEN NORTH AND SOUTH ALIGNMENT OF kUALA lUMPUR – TANJONG MALIM PROTON CITY & THE PORT KLANG ON THE WEST TO TOK BALI PORT OF THE NORTH EAST OF WEST MALAYSIA

IF ECRL IS RESTORED SERENDAH WILL BE THE PIVOTAL NEW HEART & CENTER OF ALL TRAFFIC- BE THEY HUMANS, GOODS OR RAW MATERIALS

SINGAPORE THRIVES BECAUSE OF ITS VERY CENTRIC LOCATION IN THE FAR EAST. SIR STAMFORD RAFFLES CHOSE SINGAPORE OVER MALACCA OR PENANG DUE TO ITS SUPREME LOCATION WHERE EAST MEETS WEST IN THE PASSING SEA. UP NORTH IS THE MALAYA HINTERLAND & DOWN SOUTH IS THE SPRAWLING INDONESIAN ARCHIPELAGO

SINCE THEN SINGAPORE HAS PROSPERED AND PROSPERED

NOW WE EXPECT SERENDAH TO RISE UP IN PROMINENCE

HOW WILL ECRL PROPEL TALAM’S ASSETS

LET’S TAKE A LOOK AT THE ECRL PLAN AGAIN

ECRL STARTS FROM PORT KLANG TO KOTA BAHRU. THERE ARE 3 MAIN PORTS:

1) PORT KLANG

2) KEMAMAN PORT

3) TOK BALI PORT

AND THESE ARE THE PRIME REASONS WHY TALAM LANDS IN SERENDAH WILL RISE UP IN THE VALUE CHAIN

RAILROADS BRING HUGE PROSPERITY TO ALL THE CITIES & PORTS ALONG ITS ROUTES

NO WONDER THAT WARREN BUFFET LIKES TO INVEST IN RAILROAD LIKE “UNION PACIFIC”

SEE

Warren Buffett Loves Railroads, and Union Pacific Fits the Bill

The railroad industry is extremely durable, and Union Pacific (NYSE:UNP) has proven to be no exception since its founding in the 1860s.

Railcars are a critical mode of transportation and move about 40% of U.S. freight as measured in ton-miles (the length freight travels). Without companies like Union Pacific, the country’s supply chain could not operate.

Perhaps it is no surprise why Warren Buffett (Trades, Portfolio) acquired leading railroad company Burlington Northern Santa Fe (BNSF) in 2010 for $34 billion, adding the company to Berkshire Hathaway’s (NYSE:BRK.A)(NYSE:BRK.B) portfolio of high quality dividend stocks.

Its railways connect with all of the major ports on the West Coast and Gulf Coast and serve many of the fastest-growing cities in the country. Union Pacific’s rail network also connects with some of Canada’s railways and all of Mexico’s major gateways.

Union Pacific has the best access to Gulf and West Coast ports and is the only railroad that serves all six major rail gateways between the U.S. and Mexico. Through rail industry partnerships, the company can also access roughly 90% of the population in North America.

Finally, it’s worth acknowledging the long-term durability of the railroad industry. Freight volumes generally follow population growth over long periods of time.

There will always be a need to connect consumers with agricultural, industrial, manufacturing, and logistics centers across the country. As a best-in-class operator with hard-to-replicate assets, Union Pacific will be there to meet this major need.

Trucks, barges, ships, planes and pipelines all compete with railroads to efficiently and reliably transport goods.

Rail transportation has been, and will likely continue to be, the best option for shipping bulk commodities such as grain, construction materials and energy products.

These materials have a high weight-to-price ratio and generally do not require time-sensitive deliveries. Railroads can transport these bulk materials using less fuel than trucks over long distances and are usually faster than using waterways, which face physical limitations. I expect rail’s market share of ton-miles to remain stable around 40% just like it has for a couple of decades.

Calvin comments:

OF THE TOP MOST IMPORTANCE IS THE ARRIVAL OF GOODS FROM CHINA THEN UNLOADED AT THE WEST COASTAL PORTS OF USA & THEN TRANSPORTED ALL THE WAY ACROSS THE US CONTINENT ALL THE WAY TO THE EASTERN STATES

NOW ECRL IS PART OF CHINA’S ONE BELT ONE ROAD PLAN

FROM CHINA, TAIWAN, KOREA , JAPAN, HONG KONG & THAILAND WILL COME GOODS THAT ARRIVE AT THE NEW TOK BALI PORT OF AZRB (TOK BALI PORT WILL RIVAL BINTULU PORT ONE DAY & T7 GLOBAL NOW GOING INTO MARINE BUSINESS AS WELL ) .. FROM THERE GOODS WILL BE TRANSPORTED BY ECRL RAIL TO THE PORT KLANG IN THE WEST AND CONTINUE ITS JOURNEY TO INDIA, MIDDLE EAST & THEN TO EUROPE. AND VICE VERSA.

ALL ALONG THIS NEW SILK ROUTE TOWNS & CITIES WILL PROSPER

AND TALAM HAVING MOST OF ITS PRIME ASSETS IN SERENDAH & GOMBAK WILL BOOM & BOOM IN VALUE

TO BE CONTINUED….

BEST REGARDS

Calvin Tan Research

Coming up next

A LOOK AT TALAM’S VERY VERY UNDERVALUE ASSETS

NOTE: TALAM SHARE PRICE IS ONLY 4 SEN

CALVIN HAS COMPUTED TALAM NET NET TO BE WORTH AT LEAST 18 SEN TO 25 SEN A SHARE

TAN SRI DATUK CHAN HAS BOUGHT TALAM SHARES AT 11 SEN

HIS SON CHAN TET EU HAS BOUGHT HUGE CHUNK OF TALAM SHARES AT 8.5 SEN

WHY ARE THEY PAYING FROM 8.5 SEN TO 11 SEN & STILL HOLDING UNLESS THEY SEE MUCH MUCH HIGHER VALUE IN TALAM

CALVIN HAS DONE AN INVESTIGATION & CONFIRMED WITH FACTS & FIGURES

DON’T MISS MY NEXT POST ON TALAM THE HIDDEN GEM

Director’s Particular:

Name	MR CHAN TET EU

Details of Changes:

Currency

Malaysian Ringgit (MYR)

Date of Change		Type	Number of Shares	Price
	18-Apr-2016	Acquired	500,000,000	0.085

Nature of Interest	Deemed interest in the acquisition of 500,000,000 TTB Shares by TSDCAC pursuant to Section 6A of the Companies Act, 1965
Shares	Ordinary Shares of RM0.20 each
Reason	Deemed interest in the acquisition of 500,000,000 ordinary shares of RM0.20 each in Talam Transform Berhad (“TTB Shares”) by Tan Sri Dato (Dr) Ir Chan Ah Chye @ Chan Chong Yoon (“TSDCAC”) via direct business transaction following the completion of the First Tranche Sale Shares pursuant to the Share Sale Agreement dated 17 October 2014 between TSDCAC and Kumpulan Europlus Berhad (“SSA”) and Supplemental Agreement to SSA dated 28 August 2015.
Consideration

Total no of securities after change

Direct (units)	0
Direct (%)	0.00
Indirect (units)	866,471,466
Indirect (%)	20.54
Total (units)	866,471,466
Total (%)	20.54
Date of Notice	19-Apr-2016

[TALAMT] Change In Director’s Shareholding – TAN SRI DATO’ (DR) IR CHAN AH CHYE @ CHAN CHONG YOON on 21-Oct-2014

Stock	[TALAMT]: TALAM TRANSFORM BHD
Announcement Date	21-Oct-2014

Director’s Particular:

Name	TAN SRI DATO’ (DR) IR CHAN AH CHYE @ CHAN CHONG YOON

Details of Changes:

Currency

Malaysian Ringgit (MYR)

Date of Change		Type	Number of Shares	Price
	17-Oct-2014	Acquired	900,000,000	0.110

Nature of Interest	Deemed interest in 900,000,000 TTB Shares held by KEB by virtue of Section 6A of the Companies Act, 1965.
Shares	Ordinary Shares of RM0.20 each
Reason	Deemed interest in the acquisition of 900,000,000 ordinary shares of RM0.20 each of Talam Transform Berhad (“TTB Shares”) pursuant to the conditional share sale agreement dated 17 October 2014 (“SSA”) entered into between Tan Sri Dato’ (Dr) Ir Chan Ah Chye @ Chan Chong Yoon and Kumpulan Europlus Berhad (“KEB”). The conditions precedent of the SSA include inter-alia, the approval from the shareholders of KEB.
Consideration

Total no of securities after change

Direct (units)	107,710,694
Direct (%)	2.55
Indirect (units)	1,158,760,772
Indirect (%)	27.47
Total (units)	1,266,471,466
Total (%)	30.02
Date of Notice	21-Oct-2014