Hi Guys,
TODAY AFTER I POSTED A BUY CALL ON TALAM I RECEIVED CALLS & WHATASPPS FROM MANY CONCERNED FRIENDS
AND THESE WERE THE QUESTIONS THEY POSTED TO ME
1) MY REMISIER SAID TALAM BOSS IS A CROOK. SO CANNOT BUY TALAM SHARES
And This Was My Reply
YES TAN SRI DATUK CHAN WAS THOUGHT TO BE A CROOK. BUT NO MORE NOW. DATUK CHAN IS ALREADY A CHANGED MAN AFTER ACCEPTING JESUS CHRIST AS HIS LORD AND SAVIOUR
SEE
3RD FROM LEFT IS TONY TIAH OF TA SECURITIES & FIRST FROM RIGHT IS DATUK CHAN THE BOSS OF TALAM
2) TALAM IS A LOUSY COMPANY SUFFERING LOSSES YEAR AFTER YEAR
CALVIN REPLIES:
CORRECT. AT THE OPERATING LEVEL TALAM HAS BEEN SUFFERING LOSSES FOR A LONG TIME. BUT THE HIDDEN ASSETS OF TALAM ARE GETTING MORE AND MORE VALUABLE AS PRICES HAVE APPRECIATED OVER THE YEARS
SO THE NET NET ASSETS MINUS ALL LIABILITIES IS STILL VERY POSITIVE
3) TALAM HAS NO REAL BUSINESS NOW SO IT MIGHT FALL INTO PN17
ANSWER:
TALAM HAS 4 BUSINESSES
1) CONSTRUCTION
2) PROPERTY DEVELOPMENT
3) MANAGEMENT OF MALLS
4) INVESTMENT IN ASSETS LIKE COMMERCIAL/INDUSTRIAL LANDS
OF THE 4 - NO 1 TO NO 3 ARE QUITE BAD. BUT THE SAVING GRACE IS IN TALAM LAND ASSETS IN SERENDAH, DENGKIL & GOMBAK
SO ASSETS APPRECIATION OVER RIDES ALL OTHERS
4) IF TALAM GOT SUCH HIGH DEBT OF RM300 MILLIONS THEN TALAM MIGHT NOT SURVIVE?
ANSWER:
TALAM DEBTS ARE BACKED BY HIGH VALUE LAND ASSETS WHICH HAVE APPRECIATED A LOT IN VALUE. SO BY JUST DISPOSING EITHER SERENDAH OR GOMBAK (100 ACRES) WILL BE MORE THAN ENOUGH TO COVER ALL DEBTS (DISPOSE ONE OF THE TWO IS ENOUGH (no need to sell both) TO COVER DEBTS ALREADY)
5) IF TALAM IS GOOD WHY ITS STOCK IS NOT MOVING FOR SO MANY YEARS
ANSWER:
2 STOCKS ALREADY MOVED SOME
1) MAJU PERAK MOVED A LITTLE AS PEOPLE EXPECT PROTON CITY WITH ITS NEW RM1.2 BILLIONS INJECTION BY CHINA GEELY FOR NEW MODEL CAR PRODUCTION
2) BDB WENT LIMIT UP AS TUN DR M SAID THERE WILL BE A RM3 BILLION INVESTMENTS FOR INFRAR, AIRPORT AND OTHERS IN KEDAH
NOW IF THESE 2 STOCKS COULD MOVE BY NEWS OF FRESH INVESTMENTS WHY NOT TALAM?
TALAM'S PRIME LANDBANKS IN SERENDAH & GOMBAK ARE SITTING AT THE CROSSROADS OF BOOM FROM TG MALIM PROTON CITY IN THE NORTH. AND THE IMPENDING REVIVAL OF THE RM55 BILLIONS ECRL (MAYBE LESS AFTER NEGOTIATION) WHICH PASSES BY SERENDAH & GOMBAK WHERE THERE IS A MAJOR RAIL INTERCHANGE
IF RM3 BILLIONS JOB AWARD IN KEDAH COULD MAKE BDB GO LIMIT UP WHY NOT A RM55 BILLIONS ECRL WHICH WILL LIFT UP 2 GOLD MINE LANDS OF TALAM IN SERENDAH & GOMBAK?
6) HOW TO BUY TALAM WHEN IT SHOWS SO LITTLE VISIBLE EARNINGS
GOOD QUESTION
THE ANSWER FOR INVESTING IN TALAM IS NOT IN ITS EARNINGS
THE MAIN REASON WHY WE INVEST IN TALAM IS BECAUSE OF ITS HIDDEN VALUABLE ASSETS
EXAMPLE ARE THESE
1) BANDAR MALAYSIA WAS ONCE A MILITARY AIRBASE. IT HAS LITTLE COMMERCIAL INCOME AS IT IS AN ASSET USED FOR DEFENSE
NOW CONVERTED TO BANDAR MALAYSIA & AWAITING CONSTRUCTION OF HIGH SPEED RAIL. ITS VALUE WILL UNLOCK SOMEDAY
2) BBGS (BUKIT BINTANG GIRL SCHOOL) IN GOLDEN TRIANGLE
HA! IN THOSE DAYS OF 1960s GIRL STUDENTS ONLY PAY RM4.00 SCHOOL FEE FOR A WHOLE YEAR.
FOR ONE WHOLE YEAR YOU GET ONLY RM4.00?
HOW TO MAKE MONEY?
NOT ANYMORE. MALTON HAS REDEVELOPED BBGS INTO PAVILION
LAST TIME MANY YEARS AGO CALVIN VISITED KL
I PARKED MY CAR IN THE FRONT FOYER
AND THE ONE HOUR PARKING FEE WAS RM12.00
WOW! LAST TIME AS A SCHOOL WHOLE YEAR SCHOOL FEE WAS RM4.00
NOW JUST ONE HOUR PARKING COST ME RM12.00!!
HOW COME?
SCHOOL FEE ONE YEAR LAST TIME WAS RM4.00
NOW FOR PARKING AN HOUR IS RM12.00?
SO LOOK AT TALAM IDLE VALUABLE LANDBANKS - SOMEDAY THEY WILL UNLOCK VALUE - IMMENSE VALUE
7) THERE ARE SO MANY BETTER SHARES OUT THERE DOING MUCH BETTER THAN THIS TALAM THAT IS QUITE DULL AND ALSO QUITE DEAD
ANSWER:
SUCCESS IS NOT WHAT YOU SEE OR THINK
LAST TIME CALVIN SAW VALUE IN PM CORP. ALTHOUGH PM CORP HAS LITTLE VISIBLE EARNINGS ITS ASSETS ARE GROWING AND GROWING UNKNOWN AND UNSEEN
IF YOU WERE TO HAVE BOUGHT PM CORP AT 9 SEN THEN AFTER PM CORP GAVE A CHUN CHUN CASH PAYOUT OF 8 SEN YOUR HOLDING COST FOR PM CORP TODAY IS ONLY 1 SEN (AFTER DEDUCTING 8 SEN CASH PAYOUT FROM 9 SEN)
WHO KNOWS SOME FUTURE DAY IF TALAM COULD DISPOSE ALL ITS HIDDEN ASSETS ALL WHO BOUGHT TALAM AT 4 SEN NOW MIGHT ALSO GET AN 8 SEN CASH PAYOUT LIKE PM CORP?
NOTHING IS IMPOSSIBLE AS TALAM IS A STOCK WITH HIDDEN ASSETS OF IMMENSE VALUE
SUCCESS IS NOT WHAT YOU THINK OR SEE
LOOK AT THIS PICTURE
DON'T SEE THE OBVIOUS/ LEARN TO SEE BEYONG THE OBVIOUS
LOOK AGAIN AT THE 2 RABBITS
ONE RABBIT ON THE RIGHT HAS ALOT OF SHOWY LEAVES
BUT HIS CARROT IS JUST A TINY WEENY BIT
THE LEFT RABBIT HAS LITTLE TO SHOW. FROM HIS TINY PLANT
BUT HIDDEN AWAY IS A GIGANTIC CARROT THAT DWARFS HIM
SO IS TALAM
TALAM MIGHT EVEN BE WORTH MORE THAN BOTH MAJU PERAK & BDB COMBINED!!!
BEST REGARDS
Calvin Tan Research
Joint Venture Date of Approximate value as at + Registered Land/ Description/ Acquisition/ ageof the 31 January # Beneficial Built up Remaining Title proposed JointVenture/ building 2009
No. Owner area acreage No. development Completion Tenure Expiry (Years) 1 Europlus + 2,711.24 2,404.13 G 45083 Lot 15071 Bukit Beruntung 18/12/1991 Freehold N/A N/A... RM637,465,000
Corporation acres HS(D) 18257 PT 771 Town ship Development Sdn Bhd HS(D) 27150 to HS(D) 27200, HS(D) 27301 to HS(D) 27428, PT 7335 to PT 7513 HS(D) 26268 to HS(D) 26325, PT 6353 to PT 6410 HS(D) 26328 to HS(D) 26464, PT 6413 to PT 6549 HS(D) 26001 to HS(D) 26075, PT 6086 to PT 6160 HS(D) 26077 to HS(D) 26230, PT 6162 to PT 6315 HS(D) 26232 to HS(D) 26267, PT 6317 to PT 6352 HS(D) 26231 PT 6316 Part of G 45084 Lot 15070 HS(D) 27430 PT 7515 HS(D) 27431 PT 7516 HS(D) 27433 PT 7518 HS(D) 9203 PT 8356 HS(D) 27479 PT 7564 HS(D) 8246 to HS(D) 8249, PT 7168 to PT 7171 HS(D) 8235 PT 7157 HS(D) 8544 PT 7697 HS(D) 9330 PT 8484 HS(D) 9329 PT 8483HS(D) 9329 PT 8483 HS(D) 9396 PT 8550 HS(D) 10570 PT 7230 HS(D) 10574 PT 7234 HS(D) 10690 PT 7350 HS(D) 9419 to HS(D) 9436, PT 8573 to PT 8590 HS(D) 9437 PT 8591 HS(D) 9763 PT 8917 HS(D) 10155 PT 9309 HS(D) 9762 PT 8916 HS(D) 10154 PT 9308 HS(D) 35776 to HS(D) 35831, PT 12640 to PT 12695 HS(D) 35744 to HS(D) 35775, PT 12608 to PT 12639 HS(D) 35832 to HS(D) 35878, PT 12696 to PT 12742 HS(D) 35689 to HS(D) 35739, PT 12553
ABOUT 10 YEARS AGO THE LANDS OF TALAM WERE ALREADY INDIVIDUALLY SUBDIVIDED
RESIDENTIAL/COMMERCIAL/INDUSTRIAL AND CONVERSION FEES WERE PAID
AT THAT TIME IT WAS CLEARLY STATED THAT THE TOTAL LAND VALUE WAS RM637,465,000B (RM637 MILLIONS
OVER THE DECADE THESE FREEHOLD LANDS HAVE DEPRECIATED AND DEPRECIATED TO BELOW RM200 MILLIONS/
THAT IS ONLY IN ACCOUNTING
TODAY THESE LANDS ARE VALUED AT ONLY RM5.40 PER SQ FT
IN THE REAL WORLD OF THE REAL MARKET PLACE. THESE LANDS ARE MORE THAN RM40 PSF
AND IF ECRL PASSES THROUGH SERENDAH AND GOMBAK (100 ACRES) THEIR PRIICES WILL CONTINUE TO SURGE UP
THAT IS WHY YOU GUYS SHOULD DO YOUR PERSONAL INVESTIGATION AND NOT LISTEN TO RUMOURS OR NAYSAYERS
TODAY AFTER I POSTED A BUY CALL ON TALAM I RECEIVED CALLS & WHATASPPS FROM MANY CONCERNED FRIENDS
AND THESE WERE THE QUESTIONS THEY POSTED TO ME
1) MY REMISIER SAID TALAM BOSS IS A CROOK. SO CANNOT BUY TALAM SHARES
And This Was My Reply
YES TAN SRI DATUK CHAN WAS THOUGHT TO BE A CROOK. BUT NO MORE NOW. DATUK CHAN IS ALREADY A CHANGED MAN AFTER ACCEPTING JESUS CHRIST AS HIS LORD AND SAVIOUR
SEE
3RD FROM LEFT IS TONY TIAH OF TA SECURITIES & FIRST FROM RIGHT IS DATUK CHAN THE BOSS OF TALAM
2) TALAM IS A LOUSY COMPANY SUFFERING LOSSES YEAR AFTER YEAR
CALVIN REPLIES:
CORRECT. AT THE OPERATING LEVEL TALAM HAS BEEN SUFFERING LOSSES FOR A LONG TIME. BUT THE HIDDEN ASSETS OF TALAM ARE GETTING MORE AND MORE VALUABLE AS PRICES HAVE APPRECIATED OVER THE YEARS
SO THE NET NET ASSETS MINUS ALL LIABILITIES IS STILL VERY POSITIVE
3) TALAM HAS NO REAL BUSINESS NOW SO IT MIGHT FALL INTO PN17
ANSWER:
TALAM HAS 4 BUSINESSES
1) CONSTRUCTION
2) PROPERTY DEVELOPMENT
3) MANAGEMENT OF MALLS
4) INVESTMENT IN ASSETS LIKE COMMERCIAL/INDUSTRIAL LANDS
OF THE 4 - NO 1 TO NO 3 ARE QUITE BAD. BUT THE SAVING GRACE IS IN TALAM LAND ASSETS IN SERENDAH, DENGKIL & GOMBAK
SO ASSETS APPRECIATION OVER RIDES ALL OTHERS
4) IF TALAM GOT SUCH HIGH DEBT OF RM300 MILLIONS THEN TALAM MIGHT NOT SURVIVE?
ANSWER:
TALAM DEBTS ARE BACKED BY HIGH VALUE LAND ASSETS WHICH HAVE APPRECIATED A LOT IN VALUE. SO BY JUST DISPOSING EITHER SERENDAH OR GOMBAK (100 ACRES) WILL BE MORE THAN ENOUGH TO COVER ALL DEBTS (DISPOSE ONE OF THE TWO IS ENOUGH (no need to sell both) TO COVER DEBTS ALREADY)
5) IF TALAM IS GOOD WHY ITS STOCK IS NOT MOVING FOR SO MANY YEARS
ANSWER:
2 STOCKS ALREADY MOVED SOME
1) MAJU PERAK MOVED A LITTLE AS PEOPLE EXPECT PROTON CITY WITH ITS NEW RM1.2 BILLIONS INJECTION BY CHINA GEELY FOR NEW MODEL CAR PRODUCTION
2) BDB WENT LIMIT UP AS TUN DR M SAID THERE WILL BE A RM3 BILLION INVESTMENTS FOR INFRAR, AIRPORT AND OTHERS IN KEDAH
NOW IF THESE 2 STOCKS COULD MOVE BY NEWS OF FRESH INVESTMENTS WHY NOT TALAM?
TALAM'S PRIME LANDBANKS IN SERENDAH & GOMBAK ARE SITTING AT THE CROSSROADS OF BOOM FROM TG MALIM PROTON CITY IN THE NORTH. AND THE IMPENDING REVIVAL OF THE RM55 BILLIONS ECRL (MAYBE LESS AFTER NEGOTIATION) WHICH PASSES BY SERENDAH & GOMBAK WHERE THERE IS A MAJOR RAIL INTERCHANGE
IF RM3 BILLIONS JOB AWARD IN KEDAH COULD MAKE BDB GO LIMIT UP WHY NOT A RM55 BILLIONS ECRL WHICH WILL LIFT UP 2 GOLD MINE LANDS OF TALAM IN SERENDAH & GOMBAK?
6) HOW TO BUY TALAM WHEN IT SHOWS SO LITTLE VISIBLE EARNINGS
GOOD QUESTION
THE ANSWER FOR INVESTING IN TALAM IS NOT IN ITS EARNINGS
THE MAIN REASON WHY WE INVEST IN TALAM IS BECAUSE OF ITS HIDDEN VALUABLE ASSETS
EXAMPLE ARE THESE
1) BANDAR MALAYSIA WAS ONCE A MILITARY AIRBASE. IT HAS LITTLE COMMERCIAL INCOME AS IT IS AN ASSET USED FOR DEFENSE
NOW CONVERTED TO BANDAR MALAYSIA & AWAITING CONSTRUCTION OF HIGH SPEED RAIL. ITS VALUE WILL UNLOCK SOMEDAY
2) BBGS (BUKIT BINTANG GIRL SCHOOL) IN GOLDEN TRIANGLE
HA! IN THOSE DAYS OF 1960s GIRL STUDENTS ONLY PAY RM4.00 SCHOOL FEE FOR A WHOLE YEAR.
FOR ONE WHOLE YEAR YOU GET ONLY RM4.00?
HOW TO MAKE MONEY?
NOT ANYMORE. MALTON HAS REDEVELOPED BBGS INTO PAVILION
LAST TIME MANY YEARS AGO CALVIN VISITED KL
I PARKED MY CAR IN THE FRONT FOYER
AND THE ONE HOUR PARKING FEE WAS RM12.00
WOW! LAST TIME AS A SCHOOL WHOLE YEAR SCHOOL FEE WAS RM4.00
NOW JUST ONE HOUR PARKING COST ME RM12.00!!
HOW COME?
SCHOOL FEE ONE YEAR LAST TIME WAS RM4.00
NOW FOR PARKING AN HOUR IS RM12.00?
SO LOOK AT TALAM IDLE VALUABLE LANDBANKS - SOMEDAY THEY WILL UNLOCK VALUE - IMMENSE VALUE
7) THERE ARE SO MANY BETTER SHARES OUT THERE DOING MUCH BETTER THAN THIS TALAM THAT IS QUITE DULL AND ALSO QUITE DEAD
ANSWER:
SUCCESS IS NOT WHAT YOU SEE OR THINK
LAST TIME CALVIN SAW VALUE IN PM CORP. ALTHOUGH PM CORP HAS LITTLE VISIBLE EARNINGS ITS ASSETS ARE GROWING AND GROWING UNKNOWN AND UNSEEN
IF YOU WERE TO HAVE BOUGHT PM CORP AT 9 SEN THEN AFTER PM CORP GAVE A CHUN CHUN CASH PAYOUT OF 8 SEN YOUR HOLDING COST FOR PM CORP TODAY IS ONLY 1 SEN (AFTER DEDUCTING 8 SEN CASH PAYOUT FROM 9 SEN)
WHO KNOWS SOME FUTURE DAY IF TALAM COULD DISPOSE ALL ITS HIDDEN ASSETS ALL WHO BOUGHT TALAM AT 4 SEN NOW MIGHT ALSO GET AN 8 SEN CASH PAYOUT LIKE PM CORP?
NOTHING IS IMPOSSIBLE AS TALAM IS A STOCK WITH HIDDEN ASSETS OF IMMENSE VALUE
SUCCESS IS NOT WHAT YOU THINK OR SEE
LOOK AT THIS PICTURE
DON'T SEE THE OBVIOUS/ LEARN TO SEE BEYONG THE OBVIOUS
LOOK AGAIN AT THE 2 RABBITS
ONE RABBIT ON THE RIGHT HAS ALOT OF SHOWY LEAVES
BUT HIS CARROT IS JUST A TINY WEENY BIT
THE LEFT RABBIT HAS LITTLE TO SHOW. FROM HIS TINY PLANT
BUT HIDDEN AWAY IS A GIGANTIC CARROT THAT DWARFS HIM
SO IS TALAM
TALAM MIGHT EVEN BE WORTH MORE THAN BOTH MAJU PERAK & BDB COMBINED!!!
BEST REGARDS
Calvin Tan Research
Joint Venture Date of Approximate value as at + Registered Land/ Description/ Acquisition/ ageof the 31 January # Beneficial Built up Remaining Title proposed JointVenture/ building 2009
No. Owner area acreage No. development Completion Tenure Expiry (Years) 1 Europlus + 2,711.24 2,404.13 G 45083 Lot 15071 Bukit Beruntung 18/12/1991 Freehold N/A N/A... RM637,465,000
Corporation acres HS(D) 18257 PT 771 Town ship Development Sdn Bhd HS(D) 27150 to HS(D) 27200, HS(D) 27301 to HS(D) 27428, PT 7335 to PT 7513 HS(D) 26268 to HS(D) 26325, PT 6353 to PT 6410 HS(D) 26328 to HS(D) 26464, PT 6413 to PT 6549 HS(D) 26001 to HS(D) 26075, PT 6086 to PT 6160 HS(D) 26077 to HS(D) 26230, PT 6162 to PT 6315 HS(D) 26232 to HS(D) 26267, PT 6317 to PT 6352 HS(D) 26231 PT 6316 Part of G 45084 Lot 15070 HS(D) 27430 PT 7515 HS(D) 27431 PT 7516 HS(D) 27433 PT 7518 HS(D) 9203 PT 8356 HS(D) 27479 PT 7564 HS(D) 8246 to HS(D) 8249, PT 7168 to PT 7171 HS(D) 8235 PT 7157 HS(D) 8544 PT 7697 HS(D) 9330 PT 8484 HS(D) 9329 PT 8483HS(D) 9329 PT 8483 HS(D) 9396 PT 8550 HS(D) 10570 PT 7230 HS(D) 10574 PT 7234 HS(D) 10690 PT 7350 HS(D) 9419 to HS(D) 9436, PT 8573 to PT 8590 HS(D) 9437 PT 8591 HS(D) 9763 PT 8917 HS(D) 10155 PT 9309 HS(D) 9762 PT 8916 HS(D) 10154 PT 9308 HS(D) 35776 to HS(D) 35831, PT 12640 to PT 12695 HS(D) 35744 to HS(D) 35775, PT 12608 to PT 12639 HS(D) 35832 to HS(D) 35878, PT 12696 to PT 12742 HS(D) 35689 to HS(D) 35739, PT 12553
ABOUT 10 YEARS AGO THE LANDS OF TALAM WERE ALREADY INDIVIDUALLY SUBDIVIDED
RESIDENTIAL/COMMERCIAL/INDUSTRIAL AND CONVERSION FEES WERE PAID
AT THAT TIME IT WAS CLEARLY STATED THAT THE TOTAL LAND VALUE WAS RM637,465,000B (RM637 MILLIONS
OVER THE DECADE THESE FREEHOLD LANDS HAVE DEPRECIATED AND DEPRECIATED TO BELOW RM200 MILLIONS/
THAT IS ONLY IN ACCOUNTING
TODAY THESE LANDS ARE VALUED AT ONLY RM5.40 PER SQ FT
IN THE REAL WORLD OF THE REAL MARKET PLACE. THESE LANDS ARE MORE THAN RM40 PSF
AND IF ECRL PASSES THROUGH SERENDAH AND GOMBAK (100 ACRES) THEIR PRIICES WILL CONTINUE TO SURGE UP
THAT IS WHY YOU GUYS SHOULD DO YOUR PERSONAL INVESTIGATION AND NOT LISTEN TO RUMOURS OR NAYSAYERS
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