Ytl2023

You referring to dompeilee?

Is he or is she?

Dompeilee got trapped in jtiasa above Rm2.10 when she bought at Uncle Kyy's time in year 2014.

Confirmed by Secretary of Jtiasa that Uncle Kyy did visit Jtiasa and flew their helicopter to see those vast lands of jtiasa over 200,000 acres

Problem with Uncle Kyy then was he failed to see those planted trees average age only 4 years old and cannot expect much Ffb

Now is different. Jtiasa trees are of 14 years prime age. Very fruitful time

Both Dompeilee and Uncle Kyy should load up jtiasa now as it is the best

Only one stock is better than Jtiasa, and that is Tsh Resources

There is still an opportunity time like now
Tsh still very very cheap at Rm1.15 (no wonder that Insiders have bought to the hilt)

But no more will also come one day who sadly missed this golden window of opportunity

There was a time when Utd plant was cheap.
Now no more as it has overtaken Klk at above Rm24.00

There was a time when Klk was Rm4.10 in 2005
After a decade of high growth with high dividends Klk reached Rm23.00

One important fact to note

Indonesia will phase out fossil fuel use by 2028
At the same time they will ramp up Biofuel use from B35 to B100

When B100 is fully implemented it will take up 77% of all Cpo produced in Indonesia - leaving only 23% for cooking oil and others

Totally insufficient
Just like cocoa price skyrocketed due to scarcity..palm oil price can only rise higher and higher in future

Tsh has the foresight to wallop lots of available palm oil lands when still dirt cheap at Rm3,500 to Rm4,500 an acre
Today it sits on these "gold mine " lands

TSH founded in 1979 has 45 years experience in the palm oil industry
It has its own nursery research center for the highest yielding palm oil seeds

With this expertise Sabah Govt asked Tsh Bod to start Inno platation in 2007

It became a Huge Success

Inno's dividend as high as 20% beats Utd Plant dividend handsdown

Seeing its huge success Tsh is rushing to plant all its remaining unplanted lands with the highest yielding seeds in the industry

One day it will rise up like Inno and United Plant

Take note of these fundamentals

Tsh did well even when Cpo was Rm2600 to Rm2800 as it managed to see operational profits
Those times heavy debt payment was a burden on its balance sheet

Now with just selling 2 assets for almost Rm1 Billions cash it has pared down debts to only a mere Rm17 millions net debt

Plus now that Cpo is above Rm3000 already considered good

If Cpo above Rm3500 sudah excellent

Now that Cpo near Rm4000 is a great bonus, considering the superbull run days of palm oil in years 2008 - 2012 Cpo highest only Rm4000 MT

Not up?

Can add more

Just like bplant at 57 sen not up

Then one day Ltat offered Rm1.55 to take Bplant private?

Baru si-bodoh Ubs bank dan lain lain si-bodoh mahu beli harga sampai Rm1.56???

After selling 2 assets its debts pared down to only Rm164 millions

Relatively very low debt left as its assets if revalued and sold will be Rm1.5 Billions to Rm2 billions

So its small debts is just sup sup sui
Knowing their assets value so well 3 (not one ) Directors/ Insiders have been buying Rsawit shares as high as 23.5 sen from open market

Since Tsh cost of Cpo production is as low as Rm2000 MT
Even at Rm3000 MT Tsh will be doing fine

Above Rm3500 MT will be a bonus

We are here to reap a profitable investment

Others will be watching us making good $$$

Value investing is based on Company's fundamental

Prices can fluctuate short term by human buying or selling

So temporary price is dictated by humans. But eventually the real status of the Company dictates price.

As long term investors we prefer fundamental over human sentiments

And for the brave you may add Rsawit as it is 100% pure Upstream

And for the brave you may add Rsawit as it is 100% pure Upstream

Happy morning

At this juncture due to heavy selling by major holders are actually opportunity to buy

When Pm Badawi implemented huge infrar jobs for 9MP (Malaysia Plan) we bought all the cement stocks and steel as both will be greatly needed for construction of highways, bridges and others

Bought cement like
Ytl cement
Cima (cima industry of malaya)

Tasek cement
Lafarge

Lafarge cement?
This one while we were buying at 66 sen then we saw MILLIONS AND MILLIONS OF LAFARGE THROWN OUT IN PANIC

WE BOUGHT MORE ANYWAY

Lafarge later merge 4 shares into one with a special dividend of 20 sen

After capital exercise Lafarge was traded at around Rm2.50

And just as we expected all cement companies went up in price including Cmsb of Sarawak

Ytl cement was taken private by Ytl corp 🏆

Cima taken private by Uem 🏆

Cmsb and Lafarge rose up to Rm10.00

Tasek did the best reaching Rm16.00

Yes

Now Fcpo over Rm4300 we just buy and hold all UPSTREAM PALM OIL LIKE JTIASA, TSH, THPLANT, HS PLANT, TAANN

HOLD TIGHT

THOSE WHO SOLD LAFARGE AT 66 SEN MUST BE BLAMING THEMSELVES FOR A LIFE TIME OF REGRETS

NO REGRETS HOLDING THIS JAYA TIASA (GIANT TREASURE)

Fantastic good news for Tsh

Fcpo now reached Rm4,313

More than 110% gross profit for palm oil

For gloves they still suffer from fierce price war of China glove dumping and might need to wait 2 or more years before seeing any real profit.

Plus President Probowo will reign in Indonesia and continue the progress of ikn nusantara in a continuity of what Jokowi has done

Probowo also owns lots of lands in ikn nusantara of East Kalimantan

It will be a great booster for Tsh's 94700 acres of lands in Kutai West and Kutai East

These two favourable factors for Tsh will propel its share price to Rm2.00 first 🎯

And after that Rm3.00 to Rm5.00 longer term
We remain confident holding this palm oil 💎 jewel of deepest value with the best potential

Yes correct
Just unlocking by sale of King Koil has turned Kps into a Net Cash company

Assets are cash in solidification.
And Kps still got lots of non core assets to liquidate for cash to give out special dividends like Pelikan. Management has given guidance to sell non core assets for cash.
This single move will now see patient investors rewarded

Whoa
158th person just clicked "follow"

Whoa

I got 157 people clicked follow

Thank you all

May Calvin wish all followers great success in your investments

For Tsh there are two powerful sets of income

From high cpo price over Rm4250 (over 100% gross profit)

2. From its gold mine land assets in ikn nusantara bought long ago at still old book value

Tsh has been a highly successful company

Proven by its management of inno plant which is the most successful Govt link Glc from Sabah

Once Tsh has paid off its debt it can increase its dividend payout like Inno

Fcpo Rm4250!

Wow!

110% gross profit for Tsh

Teh Hong Peow of Public Bank invested in 3 Public Mutual Funds in Tsh (not one but 3) Teh Hong Peow must have seen the great potential of Tsh

Now Fong Siling aka Cold Eye also bought 10 million Jtiasa shares

Matter of the Fong Siling will also appear in Top 30 of Tsh

For your info
Eastspring Fund already in Top 30 of Tsh now
Glad to see them here just as we saw them in Tmakmur

Since Palm oil cpo now over Rm4200 all upstream palm oil companies are having their best cash inflow

Inno managed by Tsh BOD did a very good job

It gave out among the very best dividends among palm oil

That was why Fong Siling bought 5 million Inno shares

Tsh owns 105 million inno shares also benefitted

Fcpo real time opens Rm4220

Tsh cost of cpo production Rm2000 to Rm2200
(Source Mr Vijay of Eagle group whataspp reply from Tsh)

So gross profit as high as 100%

Cenbond controls major market of cement bags

It has been profitable

Sure can find buyers

Good

After 4.5 sen dividend from king koil sale will come

Sale of Cenbond
This one sells cement backs is also non core

Give a better dividend than king koil
Say 6 sen?

And then sell more and give even more like Pelikan

After that Kps can fly like Pelikan

For your info..

Our bplant was taken private by Ltat at Rm1.55 🏆

Our Jtiasa reached Rm1.50 we switched some to Tsh and still holding Jtiasa

When Thplant crossed 80 sen we also switched some to Tsh but still holding some Thplant for higher

So very happy to be able to take profit from bplant, jtiasa and thplant to buy even more Tsh of offers

We told all to buy bplant at 57 sen

We also told all to buy jtiasa at 63 ssn

We shouted by time when Thplant fell below 50 sen

So we say again for Tsh anything below Rm1.20 is a great bargain

So remain steadfast holding Tsh with Chairman who bought 340 million Tsh shares as high as Rm1.79

Director Tan Aik Yong also added 16 million Tsh at average cost of Rm1.643

At current low price below Rm1.20 Tsh remains a screaming buy

3. Right now in Bongan, West Kutai asking prices for lands there are as high as Rm4.2 millions per acre

Tsh bought those lands as early as Year 2005 for only around Rm5000 per acre

If any piece is sold it will be a mind blowing windfall

2. By Aug 17 2024 New Admin Capital of Ikn Nusatara will be ready
Already analysts are talking how Mkhop will be benefit
But Mkhop lands are far away up north in East Kutai over 100km to 200km away from Titik Nol Ikn Nusantara

For Tsh's Bongan, Muarasilam they are only 43.9km to 65km away which is very near

These three events might propel Tsh upwards

1. To be received is Rm220.8 Millions from final bulagan land sold which is about 16 sen per share. If Tsh should give a special dividend then we will see a price spike up
This happenen when Bplant sold Kulai land to Ytl power and gave 7.3 sen dividend
People see people chase

Learn from Billionaire Oak Tree Fund of Howard Marks

When he wanted to buy some Value shares some funds were disposing in huge volumes
Having done his homework well he bravely bought

And it turned later he made lots of monies
His Fund succeeded beyond many and Howard Marks turned into a Billionaire

Even Warren Buffet has to admit among the many Financial Newsletter Oaktree by Howard Marks to took interest first

Long term holders like Fong Siling bought 5,000 shares of Inno when it was cheap and unwanted

After inno turned cash rich it started giving good dividend and Inno price jumped from 50 sen to Rm1.50

Fong Siling aka Cold Eye is now in Jtiasa top 30 with 10 million Jtiasa (double when he got in inno)

Got see Jtiasa going to follow Inno's examples?

2. When naysayers condemned Bplant at 57 sen we bought

When we bought jtiasa at 63 sen it went up to Rm1.13 and then dropped to the low of 60 ( lower than our first entry price)
Were we wrong?
No. We bought even more
Jtiasa is now Rm1.37

So will be Tsh
Just buy while cheap

Now all naysayers are silence in bplant
So will be silent when Tsh reached Rm2.00

Look at these fundamentals

1. Tsh only Rm17 mil net debt
Very soon Tsh will turn into net cash like jtiasa, inno or united plant

Cpo still over Rm4200

Even if Cpo at Rm3500 Thplant making good money

Thplant used to have low cost of Cpo at only Rm1,463 per ton in those days
Now with high fertilizer, sukuk loan and labour its cost has gone near Rm2500

But fertilizer cost has come down and so profit will go up
Thplant has started to increase dividend which is a good sign

Over a short term the share market is a voting machine. But over a longer term the stock market turns into a weighing machine

It is of utmost importance that we keep longer fundamental focus in view

And these are the Fundamentals

1. Jtiasa has turned from net debt to net cash

2. Out of its 206,000 acres have seen 171,000 acres are now in prime age of 14 years (11 more years of great harvest till age 25 before there is need for replanting

By huge savings from Bank int plus no further expense of replanting lots more cash can be given out as dividends

It will be very good if Jtiasa BOD follow Innoprise plant and United plant in giving out better dividends
And if market perceives Jtiasa has finally chosen to reward shareholders with handsome dividend they will hold tight and add more

Cpo at Rm2500 Jtiasa survived

Cpo now over Rm4200 Jtiasa should see its best years ahead

Just buy on weakness

Article on Tsh's Bongan lands distance to Titik Nol Nusantara versus Mkhop kutai east land distance to Titik nol Ikn Nusantara out the price of Tsh will no longer be cheap like now

SOP is one of Top 10 we picked. It went up and came down and it will go up again

Just as Jtiasa we picked at 63 sen and it went up and then dropped to 60 ssn (lower than our buy call) now jtiasa has shot past the previous short term peak to new high of Rm1.43

Who cannot see ?

Those who do not bother to do their homework and study latest announcements by Rsawit in Bursa

Or those who have studied but failed to see. In that case they are not investment savvy and should not be in the share market

No. Any honest person can go see Rsawit latest report in Bursa

They sold two palm oil estates for a total of Rm165 millions
Out of which is a profit of Rm77 millions which translate to 3.77 sen

In Eagle group people are expecting for this 3.77 sen to be reported as profit in the balance sheet

No. Nobody pay anything to Calvin for all his postings in i3 forum or anywhere else.

Even in Eagle Vision First Mover on palm oil group with over few hundred members Calvin does not take a single cent fees from anyone

The Book says, " Freely you have received, freely give" Matthew 8:10b

No. I sold off at much higher prices earlier and bought Ogse shares in 2019. In 2020 April i switch to gloves
And by end 2020 i switched all to palm oil until now as long as Cpo gone above Rm3500 to Rm4200 a ton

When Uems dropped near 20 sen i keyed in a very low price to buy some around 20 sen but didn't get any. Never mind. We make some and we missed some

But as long as we do make then we are the 5% minority that can survive and prosper out of the other 95% that failed

Good to hear from you Ks55

Since your networth is Rm15 Millions


You should at the very least put 10% of your capital in Tsh Resources or Rm1.5 millions
Top chairman of Tsh Datuk Kelvin bought 340 million Tsh shares
You won't go wrong following him

Kwantas
Kwantas oil 🌴 in Sabah
Was taken private at Rm1.65 from 50 sen

A good 🏆 🌴

Tmakmur
Buy call for Tmakmur was Rm1.38

Pahang Royalty took Tmakmur (land of prosperity) our first stock write up in year 2014 is palm oil 🌴

A good success

Tmakmur taken private at Rm1.90
Again for its valuable lands to build Kota Sas township in Pahang

🏆 🌴

Now listen listen listen

When we bought Tmakmur we saw Eastspring Investment in top 30 of Tmskmur

Now Eastspring investment fund bought big into Tsh Resources

Everyone must own some Tsh resources as well

Kulim
Buy call was Rm2.50
Johor Corp took Kulim private at Rm4.10 (up 60%)

Kulim was taken private just like Bpant for its valuable lands to build townships in Johor
Now remaining palm oil lands will go for new Ipo as Johor oil palm

So Kulim was a 🏆 🌴