TALAM TRANSFORM – SLOWLY AND STEADILY TRANSFORMING LIKE CASH RICH DUTALAND, Calvin Tan Research
One day while visiting Interpacific Securities in Downtown Johor I met a Remisier who told me that DUTALAND after disposing Assets after Assets will be debt free & then Cash Rich.
So I posted this
Let’s Go!! Dutaland (By Calvin Tan Research)
Author: calvintaneng | Publish date:
Bplant got Rm500 million or 33 cts cash coming.
Dutaland also got Rm150 million coming. About 17 cts a share cash.
So Bplant at Rm1.60 with 33 cts cash.
Dutaland at 39.5 cts with 17 cash on the way.
By percentage Dutaland offers better value!
Accumulated losses must first be written off by par value reduction like what Pm Corp did.
Then only can give capital distribution from sale of assets.
Both Pm Corp & RceCap went through par value reduction & gave back cash payout.
These are the positive factors for Dutaland.
1) Duta Yap has been buying & buying.
2) Top 30 shareholders now holding almost 80% of Dutaland shares. Only 20% left in free float
3) Among top 30 holders are Lim Pei Tiam & Genting Boss.
4) Dutaland is almost debt free.
5) Sale of Kenny Hill lands will bring in Rm150 million cash or 17 cts a share
6) Next quarter & next year will show positive results from Oil Palm harvest
7) At 39.5 cts it is selling at over 60% discount to NTA. Big margin of safety.
8) Dutaland is now the most discounted Oil Palm stocks of all.
So Calvin Tan Research calls for a buy on Dutaland at 39.5 cts.
Short term target is 50 cts
Longer term is up 100% to 80 cts.
After one year and 9 months Dutaland closed at 56 sen for a gain of 41.7%
And in another 16 more days Dutaland will report a fantastic Rm750 Millions Cash infusion or 88 sen. Of which about 40 sen will be a One off profit. Of course by now many fellow i3 forumers have bought & are holding firm for even better upside.
Tonight I want to share on TALAM TRANSFORM as Another Dutaland in waiting
Talam, Brisdale & Larut were the hot stocks for affordable housing. But alas! Talam has fallen on hard times and now traded at only 3.5 sen while Larut & Brisdale are no more.
To the investing fraternity most have given up all hope on Talam. Hence the share price of 3.5 sen reflects the sentiment.
Calvin is happy to recommend it now at ROCK BOTTOM of only 3.5 sen
Remember my call on Jaks also near bottom at only 40 sen?
Top boss bought at 44 cents and above, millions of them. Anything below 40 cents is a bargain!
So don’t wait or else Jaks jump Jump JUMP Up And Away!
TALAM MIRRORS THE ASSETS OF MUI GROUP. ONLY DIFFERENCE IS TALAM IS FORCED TO DISPOSE ITS ASSETS TO PARE DOWN DEBTS AND PAYABLES
SO FAR SO GOOD
LATEST QTR RESULTS SHOW
RM110 MILLIONS BORROWINGS
RM370 MILLIONS IN PAYABLES
NOW DON’T BE LAZY. MUST I SPOON FEED YOU
GO LOOK UP TALAM YEARLY (4 QTR RESULTS) FROM END 2011 TO LATEST QTR RESULTS
YOU WILL SEE THAT TALAM CONTINUES TO DISPOSE ASSET AFTER ASSETS (WHEN THESE WERE SOLD. PRICES KABOOM UP 8X, 9X or 10X Book Value)
SO MUCH HIGH VALUE ASSETS STILL MARKED DOWN IN BOOK VALUE FEW CAN DETECT
ONLY DATUK CHAN HIMSELF KNOWS VERY WELL THE TRUE NATURE & VALUE OF TALAM
SO MUCH SO THAT DATUK CHAN IS WILLING TO BUY ALL REMAINING SHARES OF TALAM FROM DATUK SURIN FOR 8.5 SEN A SHARE
8.5 SEN A SHARE? WHEN WE COULD GET TALAM BETWEEN 3.5 SEN TO 4 SEN IN OPEN MARKET?
THERE WAS A REASON. ACTUALLY DATUK SURIN AGREEMENT WITH DATUK CHAN WAS 9 SEN TAKEOVER IN PRIVATE DEAL
BUT SINCE TALAM SHARES CONTINUE TO FALL IN OPEN MARKET DATUK SURIN HAS FURTHER REDUCED THE PRIVATE DEAL FOR DATUK CHAN TO ONLY 8.5 SEN
WHY IS DATUK CHAN BUYING TALAM AT 8.5 SEN?
DID HE OVERPAY? DID HE MADE A MISTAKE?
BECAUSE DATUK CHAN KNOWS WHEN ALL THE NET NET ASSETS ARE FINALLY SOLD AND MINUS ALL LIABILITIES HE WILL STILL BE A WINNER!!
HA HEREIN LIES A GREAT VALUE DISCOVERY
IF DATUK CHAN ENTRY COST FOR TALAM IS 8.5 SEN THEN ANYTHING BELOW 4 SEN IS A REAL BARGAIN
BUT DON’T CELEBRATE TOO SOON.
IT TOOK JAKS FROM DEC 2014 AT 40 SEN TO EARLY 2018 TO REACH THE LOFTY HEIGHT OF RM1.84 AT ITS PERAK OR UP 360% IN 3 LONG YEARS.
SO IF YOU WANT A SURE THING AND CAN WAIT – THEN GO BUY SOME TALAM SHARES.
IF YOU WANT IT FAST FAST THEN BETTER AVOID.
I WILL SHOW YOU WHAT GREAT NEWS COMING SOON FOR TALAM LATER.
THESE NEWS ARE ALL THERE IF YOU TAKE THE EFFORT TO DO SOME RESEARCH
Calvin Tan Research
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