TALAMT – An Undervalue Stock Going Through Transformation with Powerful New Catalysts, Calvin Tan Research

August 21, 2018 By Calvin Tan Smart Investment

Hi guys,

TALAMT Is An Undervalue Stock Going Through Transformation with Powerful New Catalysts

These are some salient Factors for TalamT

 

1) At 4 sen with NTA of 9 sen TalamT is selling at 56% Discount to NTA. There is huge margin of safety

Sifu Ben Graham only as for 30% discount to NTA

 

2) A check with TalamT NTA reveals very undervalue Assets. So if all the Assets are revalued & updated the RNAV could be 30 sen to 50 sen. This shows that there is DEEP Hidden Value in TalamT

How can we detect Deep Undervaluation?

Answer:

By looking at TalamT past Assets disposal to SEE the price differences

Example is the Sale of Lands in Year 2012

See

TRINITY CORPORATION BERHAD

 

Type Announcement
Subject TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description TRINITY CORPORATION BERHAD (“TCB” or “the Company”)

PROPOSED DISPOSAL OF INVESTMENT PROPERTY BY BUKIT KHAZANAH SDN BHD, A 99.65%-SUBSIDIARY OF TCB TO BEST BOULEVARD SDN BHD
The Board of Directors of TCB wishes to announce that Bukit Khazanah Sdn Bhd (Company No. 120520-K) (“Vendor” or “BKSB”), a 99.65%-subsidiary of the Company has on 7 December 2012 entered into a Sale and Purchase Agreement with Best Boulevard Sdn Bhd (Company No. 735495-M) (“BBSB” or “Purchaser”) to dispose an investment property consisting of a piece of leasehold land held under Pajakan Negeri No. 10858, Lot 44816, Seksyen 15, Bandar Ampang, Daerah Ulu Langat, Negeri Selangor Darul Ehsan (“Land”) measuring approximately 44,786 square metres together with the recreational club house building and facilities (“Building”) [Land and Building are collectively known as “the  Property”] for a total cash sale consideration ofRM109,400,000.00 only (“Proposed Disposal”).

Please refer to the attachment for details of the announcement.

This announcement is dated 7 December 2012.

 

The Net Carrying Value of This Property Is  RM11.19 million.

 

THAT MEANS THAT TalamT MADE (Rm109.4 Mil – Rm11.19 Mil) = Rm98.21 Millions Profit

Which is 877%

YES! TalamT made 877% Profit from just One Asset Disposal.

 

See this one (Refer to TalamT Bursa Announcement)

On 6 February 2018 TalamT disposed an Asset for

Rm31.22 Millions. It was revealed that the Net carrying Value is only a mere Rm1.04 millions

Which means that TalamT has garnered a profit of (Rm31.22 millions – Rm1.04 millions) = Rm30.18 millions

Amazing indeed! Cost of Asset Rm1.04. Sale Price Rm31.22 Millions

Profit Rm30.18 Millions or 2,910%

2,901% Profit? REALLY MIND BOGGLING!

 

3) AND ALL THESE REMAINING ASSETS ARE OF HIGH VALUE STILL WITH LOW BOOK VALUE

 

+ # Mukim Serendah Daerah Ulu Selangor Bandar Bukit Beruntung Negeri Selangor 197.61 acres * 178.41 Town ship Development Bukit Beruntung 17/02/2015 Freehold N/A N/A 41,934,000

Mukim Serendah Daerah Ulu Selangor Bandar Bukit Sentosa Negeri Selangor 993.99 acres * 120.18 Bukit Sentosa III Development of industrial, residential and commercial development 29/10/1994 Freehold N/A N/A 54,850,000

A sampling of TalamT lands revealed that they are of

 industrial, residential and commercial development

And they are sitting on Old Book Value Like Gold Mines yet to be revalued.

EVERY ASSET DISPOSAL WILL REVEAL A GAIN OF 8 Times, 9 Times or 10 Times (1,000%) or even more!

 

4) NEW CATALYST NO. 1 – PROTON CITY IN TANJUNG MALIM

With Geely Jv with Proton there will be A Massive Boom up north of Bkt Sentosa, Bkt Beruntong & Ulu Yam where TalamT has prime Indstrial & Commercial Lands which can only increase in Value due to development spillover

 

5) NEW CATALYST NO. 2 – PH GOVT GOING FOR AFFORDABLE HOUSING

TalamT, Brisdale & Larut were famous in times past for Affordable Housing. This augurs well and in line with PH Govt empasis. Great news for TalamT as it still has thousands of acres of valuable landbanks in Selangor, Gombak, Dengkil, Batang Berjuntai, Bkt Beruntung & Bkt Sentosa

 

6) WITH SO MUCH HIDDEN VALUE AND UPCOMING GOOD PROSPECTS INSIDERS OF TALAMT HAVE BEEN LOADING UP TALAMT SHARES AS HIGH AS 8.5 SEN TO 11 SEN

See

 

 

 

So if Insiders SEE VALUE and Bought So Much at 8.5 sen to 11 sen

At 4 sen (less than half their buying prices) we ARE GETTING A GREAT BARGAIN AND AT A HUGE DISCOUNT!!

 

7) SINCE YEARS 2011 TALAMT has Been Disposing Asset after Asset to pare down Its Debt from about Rm1.5 Billions to less than Rm500 millions.

And at the rate of its Asset Disposal it is on course to be a CASH RICH COMPANY like Dutaland. Dutaland was 39.5 sen when I called for a buy. Today it’s 55 sen (up almost 40%). Next will be TalamT

 

8) THE TOP BOSS DATUK CHAN HAS BEEN CONVERTED AND MADE A NEW CREATION IN CHRIST. AND THIS IS A PERSONAL TRANSFORMATION

SO HE HAS RENAMED TALAM TO TALAMT OR TALAM TRANSFORM

 

BRIEF HISTORY OF TALAM

INDEED TALAM WAS RECOMMENDED BY DR NEOH SOON KEAN IN HIS MONTHLY NEWS LETTER IN YEAR 2006 AT RM1.00.

AT THAT TIME WHEN TALAM WAS RM1.00 IT DECLARED A 4 SEN DIVIDEND

BUT ALAS!

TALAM SHARE PRICE SUDDENLY COLLAPSED FROM RM1.00 TO ONLY 10 SEN (A CRASH OF 90%?)

 

THE VERY NAME TALAM IN CHINESE SOUNDS LIKE

 

“TA”  OR BIG IN CHINESE

“LAM”  SOUNDS LIKEE “CRASH” IN CANTONESE

 

SO TALAM SOUNDS LIKE “TAI LUMP”  OR “BIG CRASH” FOR ALL WHO BOUGHT AT RM1.00 & ENDED WITH 10 SEN FOR A 90% WIPE OUT!!

 

HOWEVER, THIS TOTALLY BOMBED OUT TALAM IS NOW IN CALVIN TAN RESEARCH’S INVESTMENT RADAR

 

IT IS GOING TO BE TALAM (((TRANSFORM)))

ANOTHER HAM YI FAN SANG (DEAD STOCK COMING TO LIFE AGAIN)

 

WARM REGARDS

 

Calvin Tan Research

 

Please buy/sell after doing your own due diligence.

 

 

 

 

IS TALAMT ANOTHER HIDDEN GEM?

 

Image result for picture of a hidden gem

 

 

HA! SINCE POSTING I GOT SOME COMMENTS TOTALLY OBNOXIOUS

 

The Saying is true

 

“Do not give what is holy to the dogs; nor cast your pearls before swine, lest they trample them under their feet, and turn and tear you in pieces.

Thought it only apply to “Don’t cast your pearls before pigs, lest they trample them under their feet”

Now also don’t cast “Gem” before cows (lembu)?

 

 

Image result for picture of casting pearl before swine

 

But of course there are those who can recognise a “GEM” when they SEE it.

Image result for picture of finding hidden gem

Recent Posts