GEELY IS MAKING A FUTURISTIC CAR THAT DRIVE, DIVE LIKE SUBMARINE & FLY LIKE AN AIR PLANE

Hi guys,

In chess games an amatuer will try to figure out the opponent next 3 or 4 moves before deciding to where to place his pawn.

A novice can only think one step at a time. An expert Grand Master Chess Champion  like Garry Kasparov (World Champion for being No. 1 in 225 months out of 228 months) can see his moves 15 to 20 steps ahead.

This was what I was taught.

Translating this into share investments mean I must anticipate what will happen next in the context of KLSE & all the Businesses in Malaysia. Where will be the next focus?

Ha! When Pm Najib issued his year 2017 Budget Speech I downloaded his entire speech in 20 pages. I spent the next few days examing the details one by one; line by line, paragraph by paragraph & page after page. It was painstaking hard work.

Through it all – ALL POINTS TO DRB – HICOM!!

It finally paid off!  Calvin & his Johor Buddies made substantial profits from DRB-HICOM. Drb rose from 92 sen to a high of Rm1.86 for a nice 100% profit. DRB C30 did even better. It jujmped from 12 sen to 36 sen for a 200% Gain!

 

What I am sharing here is the continuation of this GE14 Momentum Trend that was first triggered by the 2017 Budget Speech.

 

In the Speech E-Commerce was touted. So JackMa came to launch E-Commerce Hub. And DRB took up Top Position in POS. POS as expected finally got a JV with Alibaba. All for the benefits of DRB/POS

 

Pm Najib also roped in GEELY as the JV partner with PROTON. That was the reason why DRB called off its JV with Malakoff to build a Solar Farm in its Tg Malim Lands (GEELY wanted to have it for Expansion all along).

And GEELY has already planned for the Launch of the World’s First Fully Digital SUV called LYNK 01 in Tg Malim

This LYNK 01 is a Totally New Invention by GEELY

Ha! Last time in year 1985 Proton Saga was launched with an out dated Mitsubishi Lancer F

Same goes for Perodua Kancil with its outdated Daihatsu Mira from Japan.

The worst one was Proton Tiara. Proton Tiara or (Terror) was a 20 year old citroen already dumped as trash which Proton took over. It was a complete failure!

Those were the bad times for Proton

NOW NO MORE!

GEELY WILL TRANSFORM PROTON INTO A DYNAMIC CAR MANUFACTURING COMPANY WITH ITS FIRST LAUNCH OF LYNK 01 – WHICH WILL BE EXPORTED TO ASEAN 10 NATIONS & TO OVER 100 COUNTRIES WORLDWIDE.

See All 100% New LYNK 01 Just Unveiled in China:

The most important of those is access to Proton’s Tanjung Malim plant, which is barely utilised today but has a capacity of 150,000 cars a year. That plant will give Geely its first right-hand drive production capacity (outside Volvo’s Swedish operations), allowing it to access 84 countries markets that are barred to it today.

The first part of the deal would be to transfer right-hand drive production of the Lynk&Co 01 SUV to Tanjung Malim so the car could be sold in countries like Australia, the UK, Japan and South Africa.

See this SUV being mentioned for production in Tg Malim Plant

Geely reveals LYNK 01 global compact SUV

 

Note these words by GEELY:

allowing it to access 84 countries markets that are barred to it today.

China’s GEELY is barred from selling directly to 84 countries today. So GEELY will use Tg Malim as a Lunch pad to over 84 countries

 

And note further

As Malaysia is part of a free-trade ASEAN bloc, it would also allow Geely to export cars tax free to Brunei, Singapore, Indonesia, The Philippines, Thailand, Vietnam, Laos, Cambodia and Vietnam.

 

GEELY ALSO WANTS TO CAPTURE ASEAN 10 NATIONS AS THERE IS NO TRADE TARIFF BETWEEN 10 ASEAN NATIONS OF 620 MILLION STRONG POPULATION

 

And More than That!

THIS IS THE ULTIMATE REASON WHY GEELY WANTS JV WITH PROTON:

TO BUY OVER 51% OF LOTUS!!

Why Lotus?

THE WORLD FAMOUS JAMES BOND FILEM HAS MADE LOTUS WORLD FAMOUS.

LOTUS HAS ACQUIRED THE TECHNOLOGY TO MERGE PLASTIC & METAL TOGETHER: AND IT CAN DIVE UNDER WATER LIKE A SUBMARIME

See

 

 

And then One More BIG SURPRISE!

GEELY is Also Buying the World’s First Flying Car called Terrafugia.

See

 

Geely, parent company of Volvo Cars, has agreed to purchase the flying-car startup Terrafugia, the South China Morning Post reports. While the purchase amount was not disclosed, SCMP reports that this deal has been in the works since last year.

Neither Geely nor Terrafugia immediately returned a request for comment.

WAHAHA! …A CAR….A PLANE….A SUBMARINE! THE WORLD’S FIRST 3 In ONE MACHINE

L&G (Stock quote 3174) LAND & GENERAL or LAND & GOLD (Top Reasons for buying (Calvin Tan)

Dear Friends, Fellow Investors who visit here,

My next stock pick is LAND & GENERAL or LAND & GOLD.

These are the Top Reasons why Calvin Tan Research has turned bullish on L&G

  1. At 21.5 sen with NTA of 58 sen L&G is selling at 63% Discount to NTA. This gives us a Big Margin of Safety

2. High Dividend of 9%

At 2 sen dividend yearly for the last 5 years L&G gives the 2nd highest dividend yield after Tasek Cement. So it beats Classic Scenic, Apollo Food, Alaqar Reit (beating all other reits) and all other dividend paying shares of KLSE. Since L&G is in Net Cash Surplus it is able to continue its dividend payout.

3. A GROWING ENTERPRISE

Its recent Rights Issue to raise Capital was to purchase 4 Prime Assets. This is also done by Mah Sing, Scientex & SP Setia. Growth by expansion.

4. HIGHLY UNDERVALUE ASSETS

A look at the Book Value of L&G Land banks showed that L&G owns about 2,500 acres of Prime Freehold lands in Kerling. The book value is only 44 sen psf.

Current Bank Value for lands in Kerling & Kuala Kubu Baru is Rm3.00 psf. So if revalued L&G lands in Kerling should go up by 500%. And among its 4 Assets recently acquired is the 160 acres of freehold lands in Serendah. This is a timely acquisition as GEELY is going to invest BIG TIME into Proton City of Tg Malim

 

5) L&G Land Banks in Kerling & Serendah will go up in Value when 60,000 Proton Staff relocate to Tg Malim. Just like the towns of Rengit & Desaru jumped in value by 300% to 500% due to Petronas RAPID that caused an influx of 70,000 workers into this booming region. So the expansion of Proton City due to GEELY Jv with Proton in Tg Malim will create multi year boom for all Real Estates here.

From L&G 2016 Annual Report:

Scroll down to Properties owned by L&G

2 Ladang Kerling Mukim Kerling District of Ulu Selangor

Rubber and oil palm estate. Freehold.

1,009.71 hectares. Book Value Rm48,146,000

 

So LG has 1,009.71 hectares of Freehold Lands in Kerling (15 minutes from Proton City of Tg Malim)

To convert hectares to acres

1,009.71 x 2.471 = 2,494.99 acres. That’s almost 2,500 acres.

How many sq ft

So 2,494.99 x 43,560 = 108,681,764.4 sq ft

Its total book value is Rm48,146,000

And how much per sq ft?

So Rm48,146,000 divides by 108,681,764.4

= 44.29 sen per sq ft.

WOWEE!

The current land prices according to lands in Perling & Kuala Kubu Baru starts from Rm3.00 to Rm10.00 psf. Bank valuation is about Rm3.00

So if L&G wants to it can follow HapSeng, Eg, Seacera or Fiamma’s examples & just revalue its lands and assets & book them as profit.

So from 44.30 sen to Rm3.00 psf L&G will see a jump of 677%!  WHOPPEE!

And Rm3.00 psf at 43,560 sq ft (per acre) would mean that each acre is worth Rm130.680K

For 2,494.99 acres?

So 2,494.99 x Rm130,680

= Rm326 Millions

Ha! If L&G wanted to it could just sell off these lands for its recent Asset Acquisitions in stead of raising CASH by Rights Issue. Never mind. If sold L&G will be able to give out 5 or 6 yearly dividends of 2 sen from this Asset Disposal alone. So 9% dividend is assured for the next 6 years for all happy holders of L&G shares? (Note further: L&G already in NET CASH Position even without Assets disaposal. So if more CASH comes in L&G might even raise dividend to 3 or 4 sen?)

 

6) Top Holders of L&G are Mayland, savvy investors like Lim Pei Tiam & Tan Chong Koay of PHEIM Funds

The recently concluded RI saw Mayland increased its position. So is Lim Pei Tiam. Lim is a banker for 20 years. Other shares of great success by Lim was Super Enterprize (Up 200% & taken private), Kheesan & Pohuat (also up 200%) Lim is 2nd Top holder of Pohuat.

Tan Chong Koay has 3 separate Pheim Funds in Top 30 shareholders of L&G. Pheim recently made 200% from Penta from its price surge.

Coming in at

Top 12.  Citigroup Nominees (Asing) Sdn Bhd CEP for PHEIM SICAV-SIF

7,512,400 (PHEIM has 7.5 million L&G shares)

 

Coming in at Top 22. HSBC Nominees (Asing) Sdn Bhd  And Co Boston for PHEIM Asean Equity Fund (TCSB)

3,379,000 (PHEIM Fund at Top 22 with 3.379 million shares)

 

Coming in at Top 30 CIMB Group Nominees (Tempatan) Sdn Bhd  PHEIM Asset Management Sdn Bhd for Progressive Insurance Berhad (A/C231)

2,521,000 (Again at Top 30 PHEIM chose to invest 2.5 million L&G shares for Progressive Insurance

Why is Tan Chong Koay so bullish on L&G? Tan Chong Koay made a chun chun call  in Pentamaster from Rm1.20 to over Rm3.70 (up 200%)

Can we expect L&G to go up 100% or 200%?

 

7)  L&G share price has fallen to multi year low of 21.5 sen – Its downside is well cushioned by 9% dividend yield & high NTA. And with coming good prospects of Tg Malim BOOM Due to GEELY manufacturing its World Champion SUV called LYNK 01 for export to ASEAN 10 nations of 620 millions & over 100 countries worldwide there will be a spillover boom for L&G’s over 2,600 acres prime lands here.

Please invest your hard earned monies after due diligence

Best regards & cheers

Calvin Tan

Singapore

Note:

L&G is now controlled by Mayland. Mayland is a very successful developer of STRATEGIC PROPERTIES IN STRATEGIC LOCATIONS.

Mayland did very well even in recession years due to its

1) Strategically located Condos in Prime Locations

2) Excellent & Unique Design & Features with a touch of Class

3) Priced very competitively to sell fast!

See this Condo in Johor completed in Year 2002 (during bad times) & yet ALL SOLD OUT

SUCCESS BEGETS SUCCESS

ALL SOLD OUT DUE TO LOCATION, DESIGN & ATTRACTIVE & UNBEATABLE PRICES!

That will be the forte of L&G or LAND & GOLD

Good luck!

 

Seth Klarman, an iconic and highly regarded value investor, once said that value investing, at its core, is the marriage of a contrarian streak and a calculator.

Now that L&G has fallen to 21.5 sen it is selling at a Whopping 63% Discount to NTA

This gives a 9% dividend yield.

Where got such bargains like L&G (LAND & GOLD)?