When China dominate the ev metals and EV car export market in future.
You will see western power will start bombard EV car is not green.
All subsidies will be removed.
ESG fund will exit.

Tsh will eventually follow past Inno price action.
As both follow same boss corporate mission.
Tsh boss experiment on inno is successful and is now transforming Tsh into 2nd inno.
Inno is net cash and now TSH is net cash with no or minimal debt.
The next step to follow will increase yield to attract long term fund.
Replanting had potentially increase future production by 40% which shows growth intact.
Transformation is ongoing and price will reflect.
3 years ago no one can believe inno will fly from 30 sen to 1.50.

Self-driving cars would be a climate disaster

Autonomous vehicles are bad for the planet, no matter how efficient their computers become.
https://www.fastcompany.com/90846919/self-driving-cars-would-be-a-climate-disaster

Warren buffett trim 86% stake in TSMC .(becareful with your tech)
Increase stake in OXY.(energy)

Media is under reporting.
The chemical will seeps into ground in ohia farms making it unsuitable for massive agriculture for next 50 years.
So just in case, do not buy farm product from us east coast anymore.

A Massive chemical accident happened in Ohio, USA. Train carrying hazardous materials blew up off the tracks. Local residents report headaches and nausea. Another Chernobyl?

https://mobile.twitter.com/ThePollLady/status/1624841041349148672

Serious consequences slowly appearing

Tech index is ready for 2nd leg downtrend on monthly chart. 30 to 40 % correction in coming mths.
Becareful with your tech stock.

Have warned before banking is the next to collapse.
Mthly chart macd death cross with a triple top chart spanning over 8 years.
Interest rate at peak but cant break out triple top is very bearish.
What if BN start cut rate?
Be very careful with your banking stock.

First is Dnex , now is Myeg. One by one prophecy is coming true
All these tech company are with old political entrenched legacy.
Plantation is one of the protected ones by the new gomen.

Stock: [TSH]: TSH RESOURCES BHD

1 month ago | Report Abuse



Drama at dnex is a sign of downtrend in malaysia tech industry.
Dnex is going to be a showcase to international investor that malaysia tech is next golden goose that unseen hand is killing.
Be cautious decades of uptrend in tech means alot of selling off on every rebound.Bankers simply got too much chip accumulated over past decade to dispose so they will fake bull trap to dispose.

TSH break out with a reverse Head and Shoulder pattern just as predicted.

Good vibes for palm oil and wind of change.

https://www.vox.com/science-and-health/2023/2/2/23568192/palm-oil-deforestation-sustainable
Palm oil is actually not that bad (anymore)
Palm oil once destroyed orangutan-filled rainforests in Southeast Asia. Now, the industry is cleaning up its act.


HTTPS://WWW.FOODNAVIGATOR.COM/ARTICLE/2023/01/31/WHAT-DOES-EUROPE-S-DEFORESTATION-LAW-MEAN-FOR-PALM-OIL-RSPO-TALKS-CHALLENGES-AND-OPPORTUNITIES
What does Europe’s deforestation law mean for palm oil? RSPO talks challenges and opportunities
31-Jan-2023 By Flora Southey

A political agreement has been reached on the European Union’s due diligence legislation, and sustainable palm oil organisation Roundtable on Sustainable Palm Oil (RSPO) is supportive. Yet challenges and risks exist, explains Ruben Brunsveld, deputy director of EMEA.

Plantation index rally day.

https://www.freemalaysiatoday.com/category/nation/2023/02/03/us-finds-no-forced-labour-in-sime-darbys-palm-oil-production/

What happen when WHO 1st call for fight against trans fat in 1990s.

In the 1990s, U.S. and E.U. regulators moved to ban unhealthy trans fat, a type of fat found in partially hydrogenated oils, from foods. Manufacturers turned to palm oil as a cheap and effective substitute. From 2000 through 2020, E.U. palm oil imports more than doubled, while U.S. imports shot up almost tenfold. Many consumers didn’t even notice the switch.

https://www.who.int/news/item/23-01-2023-five-billion-people-unprotected-from-trans-fat-leading-to-heart-disease
Now WHO new call for total ban in less wealthy country.
These countries are populous .Far more consumers than developed world.
Removing trans fat from their product will increase palm oil demand greatly.

Energy index is always a leading indicator to Plantation index in Bursa.
Energy index is bullish and breaks out.
Fund will rotate and flow into plantation index.
Plantation is still lagged and will follow suit.
Look at their comparison chart historically and you will know what will plantation index paints in 2023.
Yes, bullish and breaks out.

Dun get so excited.
Dun worry no one will believe my joke.

Closed above daily ma200 on Tuesday.
Will 90% break out on thursday.
Close above ma200 wkly end of the wk .
90% break out on wkly chart next wk.
Will rally for few wks.
By 2023 or 2024 will revisit rm 2 riding the upward mthly bullish channel

If you can find any stock in bursa that is
net cash
zero debt
Positive cash generating
High dividend yield
Undervauled assets at 10 times below market value

and still trading below MA200. Please high light.

To long term investor TSH got the certainty(net cash and cash generating machine) amid uncertainties.
Best of all it is still trading below ma200 and is cheap.
Best of all it is full corrected and just above macd 0 axis on mthly chart while Ta ann is still far from fully corrected in mthly chart.
Thats why TSH is divergent from Ta ann.

Support is strong.
Will today close above daily, weekly and monthly ma200 ?
With clear earning visibility for the next decades based on biofuel trend.
TSH is cash generating machine now.
FA wise it should trade above MA 200.
Let see will TA reflect that.

We will start to see many biofuel refinery plant coming onlinestarting in 2023 to 2030.

Europe’s oil majors investing eight times more in biofuels than hydrogen

Around 75% of the refining sector’s €39bn of planned investments in alternative fuels up to 2030 will go towards increasing biofuels production, according to new research from NGO Transport & Environment.


Europe’s oil majors are investing eight times more in biofuels than in hydrogen, according to a new study on behalf of the Brussels-based NGO Transport & Environment (T&E).

Around 75% of the European refining sector’s €39bn ($42.23bn) of planned investments in alternative fuels up to 2030 will go towards increasing biofuels production, states the report. Between €2bn and €3bn will be invested in new hydrotreated vegetable oil (HVO) plants, doubling production capacity of this advanced biofuel to ten megatonnes by 2030. This is four times higher than what can be sustainably sourced in the EU, according to T&E’s analysis. It warns of mass imports of “dubious” used cooking oil as feedstock from abroad.


Verdict: To the oil giants, biofuel is their greatest immediate threat and also greatest business opportunity as the ready market is so huge.

Ambank u turn so fast . No more 89 sen tp already?
Obviously already cleared all their position in call warrant.
Slowly all other issuer will give higher tp as they cleared their call warrant position.

Tin model

The main global pricing mechanism for palm oil now is the Bursa Malaysia Derivatives, an exchange located in Malaysia, the second-largest supplier of the tropical oil. Palm oil products are listed on two exchanges in Indonesia, the Indonesia Commodity and Derivatives Exchange and Jakarta Futures Exchange.

Indonesia’s plan for palm oil pricing echoes an earlier one for tin, of which the country is also a leading global supplier. The government requires all tin exports to be traded first on the ICDX, a rule imposed to create a “reasonable” price and support a push for shipments of more processed products.

The regulatory agency is planning to use tin as a model for palm, with modifications, and will seek the opinions of stakeholders including the agriculture ministry, the industry ministry and industry associations.

Tin price went from 17k to 31k since Indonesia new Tin policy.

TSH is now net cash.
With sustaining high vege oil price in future, TSH is now generating 100 mil positive cash flow per qtr.
able to set aside 2 to 3 sen dividend(30 to 40 mil cash) per qtr.
1 yr is 8 to 12 sen dividend translating to 7.5 to 11 % dividend yield at current price.
Not much down side.
Even at rm2 still got 3.7 to 5.5% yield.

https://www.iea.org/reports/is-the-biofuel-industry-approaching-a-feedstock-crunch

Biodiesel, renewable diesel and biojet fuel producers are headed for a feedstock supply crunch during 2022-2027 if current trends do not change. In our main case, demand for vegetable oil, waste and residue oils and fats increases 56% to 79 million tonnes over the forecast period.

Fuels made from wastes and residues are in particularly high demand because they satisfy GHG and feedstock policy objectives in the United States and Europe. In fact, wastes and residues are expected to be used for 13% of biofuel production in 2027, up from 9% in 2021.

However, demand is approaching the supply limits of the most-used wastes and residues. Nevertheless, markets are dynamic.

"High prices " are a signal to seek out new supplies,

which is prompting the development of government programmes and industry innovation to help avoid the crunch.

VERDICT:
High prices of feedstock like palmoil is needed.

Usd will break new low in the next decades after breaking 20 yrs high.
As usd ponzi scheme is cracking.Fed cant print unlimited money to fund their expenses.
Meaning a super bullish decade for commodity.
Bank negara already stop rate hike due to strong ringgit.
Eventually they will start cut rate to avoid ringgit become too strong .
This will boost cpo price and stock market.
Meaning all stock price  will go higher.
Meaning Tsh price will rise together in that environment.

https://en.antaranews.com/news/269898/indonesia-to-stop-fossil-fuel-imports-by-2045-pandjaitan

Jakarta (ANTARA) - Indonesia will not import fossil fuels from 2045 as it will have developed the potential of palm oil as an alternative fuel by then, Coordinating Minister for Maritime Affairs and Investment, Luhut Binsar Pandjaitan, has informed.

"We are currently researching (the potential of) palm oil because we believe that we will be able to produce around 100 million tons of palm oil by 2045,” he said in Davos, Switzerland, on Tuesday local time.

He made the statement during a presentation entitled “Indonesia Zero Pathway: Opportunity & Challenges” at the Indonesian Pavilion at the World Economic Forum (WEF) Annual Meeting 2023.

At least 30 percent of palm oil production will be used for the food industry, while the remaining 70 percent will be used to manufacture ethanol, the coordinating minister said.

"Thus, we will not need to import fossil fuel at that time (by 2045)," he added.

https://www.channelnewsasia.com/business/indonesia-aims-launch-palm-oil-benchmark-price-june-trade-minister-3217026

This mean that indonesia will call the shot in pricing cpo.
With indonesia resource downstreaming policy and strong demand in palm oil based biofuel.
Hence exporting will turn lesser over time.
Cpo price will be stronger over time.
Malaysia is too weak to dictate cpo price.

Do not forget indonesia will commercial launch palm oil based gasoline in 2024.
Not bio diesel but bio gasoline.
Bio gasoline to be used in Cars and motorbike .

When a healthy money making company trading at under valued price also can be bombarded like its a loss making con job company like SD.
You know they bomb because they need to bomb.
And there sure be golden mine underneath.

TSH is reaping positive 100 mil cash inflow every qtr from normal operation.
1 year 400 mill cash inflow. Even without land disposal. TSH can pay off 1 billion debt in 2 to 3 years time.
Profit or loss can be non cash item affecting.
Making loss still got a lot of cash can give dividend.
Making profit can be out of cash and never give dividend.
If a company got very strong positive cash flow but profit is lacklustre then is golden time to buy when ignorant are throwing.

JPMorgan Chase: It is recommended to sell US stocks and increase its holdings of commodities, the analyst team led by Marko Kolanovic, chief global market strategist at JPMorgan Chase, released a report saying that the latest US stock market The round of rebound is coming to an end, now it is recommended to sell US stocks and take profits. The team said that all the positive catalysts for the rise of U.S. stocks have been released, but the Federal Reserve and U.S. companies may still throw several "potential bombs" in the future. The team still recommends overweighting commodities, especially energy commodities

‐-----

Goldman Sachs is bullish on the outlook for global commodities.CREDIT:AP

Currie sees parallels with the record run-up in commodities prices from 2007 to 2008. The only exception, he said, is European natural gas, where inventories look sufficient to get through this year.

Goldman raised its price forecasts for aluminium on Sunday, saying higher demand in Europe and China could lead to supply shortages. The bank predicted a multiyear commodities supercycle in late 2020 as years of under-investment prevent supply from keeping pace with demand.

Yet oil has had a rocky start to 2023, capped by fears over a potential recession in the US and China’s shaky progress in reopening its economy from COVID-related lockdowns. Traders are also tracking the impact of sanctions on Russian oil and product flows. Brent crude futures traded near $US84 a barrel in London.

‘You cannot come up with a more bullish concoction for commodities.’

TSH NTA increased to 1.70
Pb ratio drop to 0.63.
Will be reflected in nex qtr result.
Based on 0.7 pb ratio as of today price should adjust to 1.20 to reflect by then.

2023 will be a ‘Goldilocks’ year for commodities, says Goldman Sachs

Commodities have the strongest outlook of any asset class in 2023, with a perfect macroeconomic environment and critically low inventories for almost every key raw material, according to the head of commodities research at Goldman Sachs.

This year has started with a pullback in prices driven by warm weather shock and rising interest rates, Jeff Currie said at a presentation in London on Monday. But demand in China starting to rebound and there’s insufficient investment in supply, meaning the year as a whole will be a “Goldilocks” moment for rising prices, he said.

“You cannot come up with a more bullish concoction for commodities,” Currie said. “Lack of supply is apparent in every single market you look at, whether it is inventories at critical operating levels or production capacity exhausted.”








Goldman Sachs is bullish on the outlook for global commodities.

Currie sees parallels with the record run-up in commodities prices from 2007 to 2008. The only exception, he said, is European natural gas, where inventories look sufficient to get through this year.

Goldman raised its price forecasts for aluminium on Sunday, saying higher demand in Europe and China could lead to supply shortages. The bank predicted a multiyear commodities supercycle in late 2020 as years of under-investment prevent supply from keeping pace with demand.

Yet oil has had a rocky start to 2023, capped by fears over a potential recession in the US and China’s shaky progress in reopening its economy from COVID-related lockdowns. Traders are also tracking the impact of sanctions on Russian oil and product flows. Brent crude futures traded near $US84 a barrel in London.

‘You cannot come up with a more bullish concoction for commodities.’

Goldman Sachs head of commodities research Jeff Currie

Natural gas prices in Europe dropped to the lowest since September 2021 on Monday, despite the arrival of a cold snap, as liquefied natural gas continued to flood into the continent due to lack of competition from China, where stockpiles of the fuel are full.

This could all change later in the year if a robust recovery in Chinese demand combines with the end interest-rate hikes in major Western economies, Currie said.
“Does anyone remember what happened to oil prices from January of ’07 to July of ’08?” Currie said. “The Fed takes their foot off the brake, China puts the pedal to the metal, Europe starts to grow quickly” and oil prices rose by $US100 a barrel, he said

As said before,Nusantara theme may be late but it will come.
Indonesia is going to be top 5 economy in 20 years time.
The land value in Nusantara will grow by leaps and bound and no turning back.
The diverging movement of TSH to other plantation counter shows that investors are buying into its future exposure of booming Nusantara and Indonesia .
Company with exposure to indonesia will do very well in future.
Even Malaysia is smart enough to be the 1st mover this time.
Nearly 200 malaysia investors shown interest investing in Nusantara.

https://en.tempo.co/read/1663223/nearly-200-malaysian-investors-interested-in-indonesias-new-capital-project-minister-basuki

Malaysia is learning from Indonesia to transform from resource exporting  to resource 'downstreaming'.
Attracting more company to invest in malaysia to encourage investment in local downstream industries for natural resources like palm oil.

To kickstart,raise your biofuel mandate to 10,15 20 and eventually match indonesia b35 asap.This will also soak up demand if ban export to eu .


https://www.theedgemarkets.com/article/indonesia-exports-could-hit-us300b-2024-spurred-resource-downstreaming

Luhut said the government was working on a downstreaming plan to develop an industry that would process bauxite, copper, tin and, later on, palm oil, into higher value products, replicating the success of the nickel export ban.

"Our exports last year was US$232 billion. This year maybe US$280 billion. Maybe by 2024, I think we can reach US$300 billion or more," Luhut told Reuters.

"If this (downstreaming) works, by 2024, our economic growth will be exponential," he said, adding that Indonesia's gross domestic product could reach US$3.5 trillion by 2030, almost tripling from the current US$1.19 trillion in 2021.

Boss parked for 2 days to buy but no one want to sell down what to do.
If boss collect enough means good to go.

Give something for others to attack. If not their life very boring.

https://www.thestar.com.my/business/business-news/2023/01/12/tesla-nears-deal-to-build-production-facilities-in-indonesia--bloomberg-news

TESLA
INDONESIA
NUSANTARA VALUE SKYROCKET....?

If you haven notice.the boss is parking everyday to eat up all the margin trader tickets being forcesell in the morning and afternoon but is getting thinner as all give up waiting. Idss tickets impatient seller slowly baiting them to sell. All ta trader selling on major resistance are also slowly eaten up.

Tsh attracts only patient investor.
Punters or traders on margin will end up sell their chips to boss.
Rss and idss and impatient ones will help grow boss ownership.
Slow n steady.

Tne non stop buying by boss already stop all call warrant issue since sept 2022 on tsh. The bankers got the message.
That is when tsh started reversel on 1 oct at 90 sen.

From 5 min , 15 min, 60 min, daily wkly mthly macd all above 0 axis.
Very strong indicator. Slow and steady.


Qtrly and half yearly haven shown reversel from down trend.
Qtrly macd already GC in 2022 march.
Half yealy will GC soon.
Yearly chart had turn red to green in homily.Ending down trend in yearly chart.
2023,2024 will be strong year for TSH, that explain why boss keep buying 500k.
Shortsighted Epf already taken out in 2022.
Boss is now slowly taking out weak shareholders.
No matter is top 5 or top 10 holders.Rss ,Idss, or retailers like you and me.
The boss want all your share.

If you found a property which is worth 2.5 to 3 million ringit(valued based on latest land sale) but is selling at 500k.
Will you buy?
Of course not probably the house is haunted u may think.
If the said property is giving 10% rental yield as well.
Will you buy?
May be.
If you got 500k everyday refreshed in your bank account what will you buy?

Tsh director answered the above q by buying Tsh ,everyday with 500k.

TSH is the only plantation stock which director bought everyday for 500k for the past 6 mths.

TSH is the only bursa stock which director bought everyday for 500k for the past 6 mths.

May be already break the longest record in bursa history everyday sbb by director with own money.

Let see whether he will bring this record to 1 year nonstop sbb.

Market had been successfully condition to support tech and new economy for past decade.
Now they will be recondition to support old economy for the next 2 to 3 years.
It will be painful to recondition.
As usual , if tech is the previous market leader. The next market leader will not be tech.
Old economy give way to nurture new economy.
When new economy hits limit.
It will give way to nurture old economy.
Old nurture new.New nurtures old.

Because nobody interested in plantation making alot of cash.Thats why it is safe and slowly going up.

Because of massive retailers habitual supporting of tech.It is risky and going down.Tesla will start attracting massive retailers and tech lovers at around 100 region.Until it is lucrative enough for the sharks, they will be culled for road trip below 100.
It will be assisted with apple down trend.

When you see massive spamming and negativity but price is going up instead of going down, you know the stock is fundamentally strong and all bad news is priced in.

if 2022 close nice.
TSH yearly chart will give a multi year bull run set up.
last time this set up was drawn.
TSH share price rose 10x over 10 years.

TSH reverse Head and Shoulder going break out.
daily wkly mthly going back above long term bull trend.

Many years ago.Average tech pe is around 7 to 10. Since when tech pe is around 20 to 100. Yes, since qe started.
Now back to square one. Low interest rate era is dead and time to wake up.

Their intention is to bury all comment with spam.
So that no one can read anything .
Hence repetitive spam all days long.

By jun next year .Boss would have sbb over 100 million share.
Public float will drop below 30%.Retailer getting crowded out.

Cant imagine tesla dropping to usd50 next year.
Retailers still love tech. More to drop.