MKHOP got both ACTIVE & PASSIVE INCOME

PALM OIL COMPANIES GOT 2 INCOMES: THE ACTIVE INCOME & PASSIVE INCOME OF A PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-03-story-h-182016934-PALM_OIL_COMPANIES_GOT_2_INCOMES_THE_ACTIVE_INCOME_PASSIVE_INCOME_OF_A_

59 minutes ago

6 Jtiasa structured call warrants
one expiring on May 13 2024

what is "STRUCTURED" CALL WARRANT

See

structure
/ˈstrʌktʃə/

construct or arrange according to a plan

structure means

to "arrange according to a plan"

they planned call warrant

SO THEY "PLANNED" TO SUPPRESS PRICES OF MOTHER TO "KILL" CALL WARRANTS

Posted by kohcl130562 > 1 minute ago | Report Abuse

Is this related to the JTiasa CR warrant that due to expire on 13May24? Maybe the investment banks are all ganging up to depress the market price!

YOU ARE CORRECT!!

Another favourable factor

if before 4 July 2024 Cash of Rm221 Millions for final sale of Bulugan land in then Tsh will report a nice 14 sen to 16 sen profit

Should sale be aborted then better still Tsh will see it's lands value jump from Rm16,500 an acre to over Rm200,000 an acre

no need to do anything at all

land prices all over East Kalimantan goes up effortlessly due to Ikn Nusantara boom

Since Tsh net debt only Rm12 millions By this month May 2024 results will see Tsh finally debt free and cash positive

IF YOU MISSED BPLANT

GO BUY TSH

PALM OIL COMPANIES GOT 2 INCOMES: THE ACTIVE INCOME & PASSIVE INCOME OF A PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-03-story-h-182016934-PALM_OIL_COMPANIES_GOT_2_INCOMES_THE_ACTIVE_INCOME_PASSIVE_INCOME_OF_A_

PALM OIL COMPANIES GOT 2 INCOMES: THE ACTIVE INCOME & PASSIVE INCOME OF A PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-03-story-h-182016934-PALM_OIL_COMPANIES_GOT_2_INCOMES_THE_ACTIVE_INCOME_PASSIVE_INCOME_OF_A_

PALM OIL COMPANIES GOT 2 INCOMES: THE ACTIVE INCOME & PASSIVE INCOME OF A PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-03-story-h-182016934-PALM_OIL_COMPANIES_GOT_2_INCOMES_THE_ACTIVE_INCOME_PASSIVE_INCOME_OF_A_

PALM OIL COMPANIES GOT 2 INCOMES: THE ACTIVE INCOME & PASSIVE INCOME OF A PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-03-story-h-182016934-PALM_OIL_COMPANIES_GOT_2_INCOMES_THE_ACTIVE_INCOME_PASSIVE_INCOME_OF_A_

In June 2021 Klk offered to take Ijm plant private at Rm3.10

Ijm plant paid up shares

880,500,000

Lands: 188,248 acres

At cost of Rm3.10 takeover

the price per acre is Rm16,600 an acre

and Ikn Nusantara was officially started building in Feb 2022

so by now land prices are worth much more for those lands in kutai east

latest in Ikn Nusantara

1. they changed land rules by law to as long as 190 years

2. in Ikn

54 Villages now given Township status

it is already converted to palm oil with 35 years lease

and that was done in June 2021 before Ikn Nusantara was officially started

now These lands have skyrocketed up in prices

when Klk took ijm plant private

its paid up shares was 880500000 shares

it's lands 188,248 acres

it's net debt Rm400 millions

Takeover price was Rm3.10

Cost per acre Rm16,600

https://www.youtube.com/watch?v=O2HtKB9XMf0

MKHOP (5139) What Is Its Current Forward P/E and Intrinsic Value, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-02-story-h-182050498-MKHOP_5139_What_Is_Its_Current_Forward_P_E_and_Intrinsic_Value_Calvin_T

Cpo drop but Fertilzer drop even more
if Cpo drop to Rm3800 and Cost of production helped by fertilzer drop to Rm1800 then profit by percentage up even more

Like this

If Cpo Rm4000 Cost Rm2000
Gross profit 100%

If Cpo Rm3800
Cost drop to Rm1800

Then Profit still Rm2000
But since cost now Rm1800

Profit 111%

Profit by percentage is up by extra 11%

Jtiasa versus Ytl

Jtiasa at Rm1.25
forward p/e 6.27

Ytl at Rm3.12
Forward p/e is 14.3

Jtiasa p/e is less then half of Ytl

ytl pumped up by IB banks
who do lots of harm later

Keep safe in Jtiasa

if forced to make a decision between MkhOp and Tech, property, construction, O&G I will chose MkhOp

it is very safe longer term

of course Tsh is superior

Price is what you pay

Value is what you get

At least over a long term MkhOp lands in Ikn Nusantara will be there

and price can only go higher with Ikn boom

Palm oil companies got two long term favourable factors

1. palm oil is a cash crop
it is used as both food and biofuel

bio = life

it is oil from a living plant which need to be harvested every 2 weeks

unlike fossil fuel

fossil = dead

So palm oil cannot be stored long and must be harvested and sold for cash

Now that Palm oil cpo is over Rm3800 (cost Rm2000) the profits will be huge

and with such high profits all debts will be cleared fast

and with extra cash inflow palm oil cos can expand by buying more lands or give out cash as good dividends

2. palm oil assets are lands
and lands located in the direction of growth always go up in value over time

so when time is ripe

Development will cause palm oil lands to be repurposed into data center, sola farms, housing, industries and New Townships

that is why we buy and hold

Esp palm oil cos with good lands

they say

You don't wait to buy land
You buy land and wait

Same for palm oil cos with good landbanks

You don't wait to buy palm oil
You buy palm oil and wait

Cpo Rm3800
cost of Cpo production for most Rm2000

so all palm oil companies are making up to 90% gross profit

cannot run from palm oil 🌴

can only run from others which show little or no real earnings

Just keep to safety of 🌴🌴🌴 🔥🔥🔥

MkhOp lands 45,000 acres book value per acre only Rm14,000 is very cheap

location is north of Ikn Nusantara

West Kutai now Rm3 million to Rm4.2 millions per acre

In Kutai East lands prices also up at Rm300,000 to Rm500,000 an acre

when time is ripe when development arrives these lands will be repurposed as commercial or residential or
industrial use

So can buy and hold long term

meanwhile from operations there is good production of Ffb

so if got weakness just buy and hold

Both MkhOp and Tsh Resources will see great price appreciation for years to come just like Bplant which got gold mine lands

no need to run

hold

So big things are in store for Tsh

1. Tsh has 80,000 acres in Kutai West

Asking prices as high as Rm4.2 Millions per acre as people here are aware of this "Chosen Economic Zone" of the future

2. Kutai East
Tsh has about 14,000 acres
asking price Rm300,000 to Rm500,000 per acre

3. Bulugan (north Kalimantan )
Tsh got 13,333 acres left awaiting payment

per acre sold price Rm16,500
was Rm6,502 per acre book value(year 2022 AR)

if sale aborted better still as current price in Tanjong Selor (90km from Tanah Kuning Bulugan ) is already Rm180,000 per acre )

So Tsh lands in Tanah Kuning should have risen to Rm300k range as Tanah Kuning is where THE WORLD'S BIGGEST GREENTECH PARK IS LOCATED

(For comparison we see Ltat after taking Bplant private sold lands in Kulim Hi Tech park for Rm333k an acre (bplant book value was only Rm31k per acre )

so land prices are now rising with the Upcoming Boom in East Kalimantan

3. August 17th 2024
Official launch of Ikn Nusantara New Admin Capital of Indonesia (phase one)

only 43.9 km away is where Tsh got prime lands

80,000 acres total in 3 plots

1. About Rm7,000 per acre
2. Two more plots about Rm4,500 per acres

Tsh has the foresight to buy these assets long ago in years 2005/2008

Current prices have got up to as high as Rm4.2 Millions per acre asking price

2. July 4 2024
dateline for Bulugan land final payment Rm221 Millions

if cash is in then it will be 16 sen (less 10% shares of Garibaldi Thohir it will be 14 sen cash

Good morning

Tsh's Upcoming news that might boost it

1. May 2024 should see Tsh finally Debt free and cash rich

🌴🌴🌴 🔥🔥🔥

speakup

PH want to cut your petrol subsidy but still want to give subsidy to money making Palm Oil companies?
Mana fair?

Actually very good move by Govt

1. Cut petrol subsidies is cutting wastage
Now everyone will use resources carefully

2. If Govt can save expense then Ringgit will go up

3. Subsidy for more Palm oil growing comes from 8% tax

Good to advance more income generating

EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-29-story-h-182764553-EPF_i_FAST_Funds_Singapore_Are_Now_in_Top_30_Holders_of_TSH_Resources_C

Hi guys

After Epf sold Bplant in year 2019 it went to buy Serba
Serba gone bankrupt & Epf lost a bomb

Now Epf is not buying Minetech

See EPF is buying TSH (Tsh will be better than Bplant)

EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-29-story-h-182764553-EPF_i_FAST_Funds_Singapore_Are_Now_in_Top_30_Holders_of_TSH_Resources_C

Epf sold both Bplant and Tsh in year 2019

Bplant taken private by Ltat for Rm1.55 in year 2022

Now Epf is anxious not to miss Tsh

So Epf is buying back Tsh !

EPF (Extra Power Firing) Now in TSH!!

BETTER GO BUY TSH

I had 300 lots of UZMA in year 2019

When 3 IB Banks downgraded Uzma I bought even more all the way down from 90 sen to 55 sen and got 700,000 shares

With EPF support UZMA Shot to Rm1.10 and I Sold All

0 seconds ago

EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-29-story-h-182764553-EPF_i_FAST_Funds_Singapore_Are_Now_in_Top_30_Holders_of_TSH_Resources_C

UZMA is mentioned in this post

EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-29-story-h-182764553-EPF_i_FAST_Funds_Singapore_Are_Now_in_Top_30_Holders_of_TSH_Resources_C


In Year 2019

EPF was Top No. 1 Holder of TSH Resources
EPF was Top No. 3 Holder of Bplant

Alas!

EPF sold all Bplant & Missed LTAT privatisation

Now EPF is buying TSH Resources

EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-29-story-h-182764553-EPF_i_FAST_Funds_Singapore_Are_Now_in_Top_30_Holders_of_TSH_Resources_C

EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-29-story-h-182764553-EPF_i_FAST_Funds_Singapore_Are_Now_in_Top_30_Holders_of_TSH_Resources_C

Gusig (Gusik, West Kutai)
will be the nearest and fastest access to Ikn Nusantara

just like JB CBD/ Ciq kastam to Woodland in Singapore

Thank you Xiaeh
Gusig (or Gusik)

is the short cut to Ikn

if fact it is the shortest route

just like JB CBD Ciq kastam to Woodland in Singapore

Correction

1200 acres for Rm400 millions
should be Rm333,333 per acre (not Rm33,333 per acre )

now higher prices are found in West Kutai Ikn Nusantara the New Admin Capital of Indonesia where asking prices ranged from Rm3 millions to Rm4.2 millions among the highest in East Kalimantan where Tsh has 80,000 across

Paramount might give 20% to 30%

Tsh has two potential
from assets play like Bplant due to its very high value landbank in Bongan West Kutai just next to Ikn Nusantara

2. it has high profits due to high Cpo prices like Jtiasa ..

since both Bplant and Jtiasa are up over 100% it is only a matter of time Tsh will also up 100%
so just buy and sit tight with Tsh

Study this 3 times to "SEE"

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

pagac22

What is the current valuation of TSH Resources' land in IKN Nusantara, and why is it considered undervalued compared to other companies in the market?

Good question

Answer:

BECAUSE TSH OWNS 80,000 ACRES LAND IN BONGAN, WEST KUTAI

And these are the asking prices of lands in Kalimantan

1. North Kalimantan (Tanjong Selor)
Asking price: Rm180,000 per acre

2. EAST KUTAI
Asking price Rm300,000 to Rm500,000 per acre

3. WEST KUTAI
Rm3 Millions to Rm4.2 Millions per acre

WHY BONGAN, WEST KUTAI LANDS GOT SUCH ASTRONOMICAL ASKING PRICES?

Answer:

BECAUSE IT IS VERY VERY NEAR TO IKN NUSANTARA TITIK NOL

AND NOW PEOPLE KNOW GOT "ECONOMIC DEVELOPMENT POTENTIAL"

See

GUSIK (GUSIQ IN MALAY) IS ONE OF 3 CONNECTING ROAD TO WEST KUTAI

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

7 minutes ago



calvintaneng

Extracted from TSH 2023 Annual Report

Desa Penawai, Bekokong
Makmur, Kecamatan Bongan
Jempang & Desa Jambuk,
Muara Gusik Penawai,
Tanjung Sari, Kecamatan
Bongan & Desa Jambuk
Makmur, Kecamatan Bongan
Desa Muara Siram, Siram
Jaya, Resak Kampung,
Kecamatan Bongan, Desa
Resak, Kecamatan Bongan,
Kabupaten Kutai Barat,
Provinsi Kalimantan Timur


Note:

Muara Gusik

This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!

Study these VERY CAREFULY

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

pagac22

What is the current valuation of TSH Resources' land in IKN Nusantara, and why is it considered undervalued compared to other companies in the market?

Good question

Answer:

BECAUSE TSH OWNS 80,000 ACRES LAND IN BONGAN, WEST KUTAI

And these are the asking prices of lands in Kalimantan

1. North Kalimantan (Tanjong Selor)
Asking price: Rm180,000 per acre

2. EAST KUTAI
Asking price Rm300,000 to Rm500,000 per acre

3. WEST KUTAI
Rm3 Millions to Rm4.2 Millions per acre

WHY BONGAN, WEST KUTAI LANDS GOT SUCH ASTRONOMICAL ASKING PRICES?

Answer:

BECAUSE IT IS VERY VERY NEAR TO IKN NUSANTARA TITIK NOL

AND NOW PEOPLE KNOW GOT "ECONOMIC DEVELOPMENT POTENTIAL"

See

GUSIK (GUSIQ IN MALAY) IS ONE OF 3 CONNECTING ROAD TO WEST KUTAI

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

7 minutes ago



calvintaneng

Extracted from TSH 2023 Annual Report

Desa Penawai, Bekokong
Makmur, Kecamatan Bongan
Jempang & Desa Jambuk,
Muara Gusik Penawai,
Tanjung Sari, Kecamatan
Bongan & Desa Jambuk
Makmur, Kecamatan Bongan
Desa Muara Siram, Siram
Jaya, Resak Kampung,
Kecamatan Bongan, Desa
Resak, Kecamatan Bongan,
Kabupaten Kutai Barat,
Provinsi Kalimantan Timur


Note:

Muara Gusik

This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!

calvintaneng

These three areas were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas

YES! WEST KUTAI (CHOSEN AS "NEW ECONOMIC GROWTH" AREAS!!!

were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas

These three areas were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas

YES! WEST KUTAI

were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas

Extracted from TSH 2023 Annual Report

Desa Penawai, Bekokong
Makmur, Kecamatan Bongan
Jempang & Desa Jambuk,
Muara Gusik Penawai,
Tanjung Sari, Kecamatan
Bongan & Desa Jambuk
Makmur, Kecamatan Bongan
Desa Muara Siram, Siram
Jaya, Resak Kampung,
Kecamatan Bongan, Desa
Resak, Kecamatan Bongan,
Kabupaten Kutai Barat,
Provinsi Kalimantan Timur


Note:

Muara Gusik

This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!

1 second ago

Extracted from TSH 2023 Annual Report

Desa Penawai, Bekokong
Makmur, Kecamatan Bongan
Jempang & Desa Jambuk,
Muara Gusik Penawai,
Tanjung Sari, Kecamatan
Bongan & Desa Jambuk
Makmur, Kecamatan Bongan
Desa Muara Siram, Siram
Jaya, Resak Kampung,
Kecamatan Bongan, Desa
Resak, Kecamatan Bongan,
Kabupaten Kutai Barat,
Provinsi Kalimantan Timur


Note:

Muara Gusik

This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!

1 second ago