Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sat, 30 Apr 2022, 11:11 PM

 

FA & TA OF PALM OIL: The Historical Charts Point to Much Much Higher Prices in Months ahead, Calvin Tan

Author: calvintaneng   |  Publish date: Sat, 30 Apr 2022, 11:11 PM


Dear Friends of i3 Forum

We have already picked Top 10 Palm oil Stocks based Solely on FA

That is Fundanmental Aspect

1) Simedarby Plant (Over 3.3 Million Acres world largest)

2) IOI Corp (432,000 Acres)

3) SOP (300,000 acres)

4) Thplant (240,000 Acres)

5) Bplant 220,000 Acres

6) Jtiasa 206,000 Acres

7) TAANN (200,000 Acres) Plus Top holder of SwkPlant

8) FGV over 300,000 Acres)

9) TSH Resources (About 200,000 Acres & 21.95% of InnoPlant)

10) Hs Plant (Only exception: About 100,000 Acres Cash Rich & Debt Free)

 

Now we look at TA: 

FA First & TA Will Tell Us TRENDING UP POTENTIAL

 

To See That We "SEE" THE PRICE CHART OF CPO

 

0100020003000400050006000700080009000
198219901998200620142022
7104.0

 

 

 

CPO Last World Record Was Rm4,000 per metric ton

Now is Rm7,100

So it is Up by Another 77.5%

 

Let us Look at Historic Price Chart of All 10

 

1. SimeDarby Plant

 

Market Summary > Sime Darby Plantation Bhd
5.24 MYR+0.23 all time
29 Apr, 5:00 pm MYT • Disclaimer
KLSE: SIMEPLT

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
5.29
High
5.29
Low
5.17
Mkt cap
36.24B
P/E ratio
16.06
Div yield
3.87%
52-wk high
5.46
52-wk low
3.27

 

SIMEPLANT Historic High Was Rm6.00

But that is not so accurate. Simeplant a spin off from Sime Darby

In bull run years of 2008, 2012 & 2014 Simeplant (In Simedarby actually crossed Rm12.00)

So we can expect SimePlant to cross Rm10.00

Monthly Harvest of FFB is almost 800,000 tonnes

 

2. IOI CORP

 

4.67 MYR+1.94 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
4.68
High
4.69
Low
4.63
Mkt cap
29.35B
P/E ratio
19.02
Div yield
2.57%
CDP score
C
52-wk high
4.76
52-wk low
3.54

 

 

IOI CORP Historic high Was Rm6.53 when Cpo was Rm4,000

 

3. SOP

6.91 MYR+6.01 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
6.60
High
6.95
Low
6.50
Mkt cap
4.00B
P/E ratio
7.75
Div yield
0.58%
52-wk high
7.22
52-wk low
3.30

 

SOP high was Rm7.04

Now 217,000 Acres are Prime Matured Should see Prices go higher to Rm10 to Rm12 range

 

4. ThPlant  

Market Summary > TH Plantations Bhd
1.03 MYR+0.20 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.02
High
1.04
Low
1.00
Mkt cap
910.37M
P/E ratio
12.97
Div yield
-
52-wk high
1.17
52-wk low
0.45

 

ThPlant historic High Was Rm2.45 when Cpo was Rm4,000

Now?

 

5. BPlant

Market Summary > Boustead Plantations Bhd
1.16 MYR-0.01 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.14
High
1.17
Low
1.13
Mkt cap
2.60B
P/E ratio
10.77
Div yield
7.20%
52-wk high
1.25
52-wk low
0.55

 

Bplant spin off from Boustead chart should go backward to see clearer

Bplant with 100 Years Asset History if Value Unlocked should trade Rm2 to Rm3

 

6. Jtiasa

Market Summary > Jaya Tiasa Holdings Berhad
1.16 MYR+0.26 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.14
High
1.17
Low
1.11
Mkt cap
1.13B
P/E ratio
16.41
Div yield
-
52-wk high
1.25
52-wk low
0.56

 

Jaya Tiasa historic high was Rm3.35

A high beta Stock in Boom  years overshoot on Upside & in Bear overshoot on downside

Are we in Upside or Downside Trend?

 

7. TAANN (Great Peace)

6.15 MYR+3.44 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
6.17
High
6.25
Low
6.10
Mkt cap
2.74B
P/E ratio
9.43
Div yield
5.69%
52-wk high
6.75
52-wk low

 

TAANN Historic high was Rm6.89 before bonus. Can expect Bonus from Taann again?

 

 

8.  FGV

Market Summary > FGV Holdings Bhd
2.03 MYR-3.29 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
2.02
High
2.03
Low
1.99
Mkt cap
7.41B
P/E ratio
6.34
Div yield
3.94%
52-wk high
2.12
52-wk low
1.27

 

FGV IPO Price was Rm5.00

Felda should offer Rm3.00 to Rm4.00 to take FGV Private

 

 

9. TSH RESOURCES

Market Summary > TSH Resources Berhad
1.73 MYR+1.28 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.72
High
1.73
Low
1.69
Mkt cap
2.39B
P/E ratio
14.09
Div yield
1.73%
52-wk high
1.89
52-wk low
0.98

 

 

TSH High was like IjmPlant both over Rm4.00

Tsh after ex bonus One free for Two is Rm2.60

 

Now with 5 Gold Mine Jackpot Lands in Nusantara

Plus taken Ecoworld Private at 40 sen a share (Year 2017)

Its 21.95% investment in InnoPlant

 

TSH Should Rise above Rm2.00 as IT IS EXTREMELY UNDERVALUE

Target should reach historic high of Rm2.60 & move up to Rm3.00 to Rm4.00 range

All  Palm oil Lover & Long Term Investor should have some TSH in his/her portfolio & hold tightly

 

 

10. Hs Plant

Market Summary > Hap Seng Plantations Holdings Berhad
3.27 MYR+0.21 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
3.28
High
3.30
Low
3.19
Mkt cap
2.62B
P/E ratio
11.67
Div yield
5.20%

 

Hs Plant historic high was Rm3.78 when Cpo was only Rm4,000 (Now more by 77.5%)

Hs Plant should rise to Rm4.00 to Rm5.00 range

100% Debt Free

Free cash 52.21 sen

Dividend 60% from Profit

100% Pure Upstream in Sabah

Plus sells Spot

Hap Seng mother sell because it needed cash like Ltat selling Bplant to raise cash

 

ALL OF THE ABOVE 10 HAVE FA/TA & SUPER RUN POWER OF VERY HIGH CPO PRICES

 

We expect in  One to Two Years Time if Cpo Prices remain elevated due to War in Ukraine (Impacted Sunflower oil) , Embargo in Russia. Drought & Flood in Canada (Destroyed Canola crop, USA, Brazil (Flood in Mato Grosso & Drought in Parana  impact soybean) , Argentina, In NSW, Australia Canola too much rain quality dropped & the resumption of La Nina

ALL Palm oil Shares could go up 300% to 500% in Super Bull 

If it Morphed into Once A Century Biblical Famine like Joseph in Egypts' Time

Then we shall see many New Millionaires, Multi Millionares & even Billionaires Emerge

 

Warmest Regards

 

Calvin Tan

Jurong West

Republic of Singapore

 

Please buy or sell after doing your own due diigence or Consult Your Remisier/Fund Manager

 

 

 

 

News from Canola

Canola futures skyrocketed to a new record peak above the CAD 1,200 region, now up more than 15% since the beginning of 2022, supported by tighter global supplies. Canada's canola seedings are forecasted to decline 7% to 20.9 million acres in 2022 as farmers shift to alternate crops. The world's top producer, Canada, witnessed sinking inventories after a drought hit last year's harvest and cut output to the lowest since 2007. Supporting prices further were supply disruptions due to extreme spring rains and flooding in NSW and northern NSW that affected production and quality. On top of that, the war in Ukraine sent shockwaves through global agricultural markets, with higher production costs putting further upside pressure on prices.

 

Canola Price last record was USD600 now Almost Double to Rm1,200

Cpo will also Skyrocket like Canola Oil

 

 

0200400600800100012001400
20002005201020152020
1184.2

 

 

 

Soy Oil Jumps to Another All-Time High on Global Shortage Fears

  • War, hoarding, weather worries drive up vegetable oil prices
  • Corn nears decade high with ‘struggling’ Brazil crop in focus
 
 
SOYOIL ALSO VERY VERY HIGH
 
 
ALL PALM OIL COMPANIES ARE EARNING 200% TO 300% PROFITS AND EARNING LIKE NEVER BEFORE
 
While Prices are Still Lagging
 
SO PALM OIL SHARES ARE STILL RELATIVELY CHEAP AND WILL ALL GO BACK TO ITS HISTORICAL HIGH & THEN EXCEED THEM AS CPO HAS ALREADY BROKEN INTO NEW WORLD RECORD BY ANOTHER 77.5%
 
 
 
 

 

Warren Buffett Quote: “If a business does well, the stock eventually follows .”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  Be the first to like this.
 
calvintaneng Current Cpo price is Rm7100 and cpo future even higher above Rm7690

Suppose cost of Cpo production is Rm1600

Cpo at Rm3200
Profit is 100%

If Cpo Rm4800
Profit 200%

CPO RM6, 000
PROFIT 300%

Cpo possible to reach Rm8000

Profit will be 400%

So much profits rolling in?

Share prices of palm oil will hahaha!!
30/04/2022 11:47 PM
calvintaneng Some people still think Cpo can fall back to Rm2,000 which is NOT TRUE OR POSSIBLE FOR THESE REASONS

After 50 Years since the 1970s Oil Shock Crude oil has seldom return to its USD20 plus lows

See 70 year chart
https://www.macrotrends.net/1369/crude-oil-price-history-chart

The game changer 50 years ago was the Arab OIl Embargo

The game changer now is Palm oil's turn

Chagrin with Relentless lies by Esg against Palm oil Indonesia has decided to ban palm oil export to push up prices

Since 2018 for four years due to Green peace Attack Indonesia & Malaysia have stopped converting palm oil from forest, peat soil or lands near river.

So while world population increased by another 320 millions (Each year population up by 1% out of World 8 Billion people)

is 80 millions

80 millions x 4 years = 320 Million (Entire population of USA) while there is not a corresponding of supply

SO CPO PRICES WILL FROM NOW REMAIN ELEVAED DUE TO POPULTION INCREASE, PRODUCTION CURBED BY ESG ATTACK, HIGH FERTILIZER COST, ADVERSE WORLD WEATHER

JUST INVEST AND HOLD PALM OIL LONGER TERM AS A HEDGE TO HIGH INFLATION YET TO COME
01/05/2022 6:51 PM
DickyMe Waiting for massive crash. All the signs are playing out well.
01/05/2022 10:05 PM
calvintaneng Hahaha

I thought who gave a comment ?

it turns out the same insane fella calling for a crash when things are CLEAR AS CRYSTAL NOW FOR ALL WHO GOT EYES TO SEE.

LOL!!!
01/05/2022 10:09 PM
StartOfTheBull This fella has nothing better to do, throwing stones in i3 forums.
01/05/2022 10:53 PM
stockraider Memang benar 2008....Fcpo drop from Rm 4000 to Rm 1500 a drop of 62.5% loh!
That time min gaji in 2008 is only Rm 500 mah!
Now gaji Rm 1500 mah! To drop back by 62.5% gaji will need to drop back to Rm 563 mah!

Impossible loh...gaji will never drop back even to Rm 1200 loh!

Now coming back palmoil....if gaji cannot even drop back even to Rm 1200 in the next 5 yrs do u think palm oil can drop from Rm 7,400 to Rm 2761 meh ??

Impossible mah....even it drop back to Rm 4,000 it is quite difficult loh!

Thus must have logic by taking inflation into account mah!

Your father time 5 sen....can buy chicken rice....today u need rm 7.50....can chicken rice drop back to 5 sen per plate leh ?? Impossible mah!
02/05/2022 12:21 AM
calvintaneng Inflation and hyperinflation will be coming due to the synchronized money printing by USA, Japan, EU and almost all other nations debasing paper currencies
02/05/2022 7:44 AM
calvintaneng Palm oil has a double protection against the ravages of high inflation

1. Cooking oil rise will benefit palm oil directly

2. The underlying assets on which palm oil are grown are lands

Lands which can only appreciate with population growth and the ever expanding infrastructure that opens up value

Plus North south highway, Ecrl and Pan Borneo highways have all added value to palm oil estates in their expanding route

Bill Gates, Jeff Bezos and even Warren Buffet likes farmlands
02/05/2022 7:48 AM
Wizman We can expecting POWERFUL Palm Oil Super-Bull 2022-2023 with unprecedented historical high CPO in our life-time 6,000-7,000-8,000 tone 2022 & 2023 [no more cheap CPO for many years to come]. Retail investors buy palm oil stocks maximize possible to hedge severe global inflation+global food crisis+weaker currency RM. Deposit money FD in banks only get very low interest & depreciate value...Investing in palm oil stocks can enjoy at least 100% and more return, plus 5%-10% dividends. Furthermore, most palm oil stocks are severe UNDERVALUE....Buy & Hold Palm Oil Stocks sure win big 2022-2023!!!
02/05/2022 11:04 PM
stockraider Remember loh!

The current Plantation share price valuation is based on CPO Rm 4000 mah!

If CPO sustained above Rm 4000 for say 1 year....a very big rerating is coming mah!

For your info....the current CPO is above Rm 7000 mah!
03/05/2022 12:03 PM
StartOfTheBull https://edition.cnn.com/2022/05/02/business/gcc-food-security-mime-intl/index.html
-------------------------------------------------------
*A strategy that gained popularity and unwelcome attention after 2008 was the purchase of cheap farmland abroad. Saudi Arabia was among the leading Gulf states investing in overseas agriculture in countries like Sudan, Kenya and Ethiopia after reducing wheat production by about 12.5% annually in 2008 to save the kingdom's scarce water supplies. The practice has been criticized by activists for allegedly denying impoverished farmers access to farmland and resources*
----------------------------------------------------
If local funds dislike plantations stocks foreign funds maybe very happy to buy and indirectly own some local farmlands.
03/05/2022 3:00 PM

REPOSTING WARNINGS ON NASDAQ BUBBLE IMPLODING: LITTLE PIG HOUSE OF STRAW (TECH) BLOWN AWAY, Calvin Tan

Author: calvintaneng   |  Publish date: Wed, 27 Apr 2022, 12:00 AM


Story of 3 little pig & the Big Bad Wolf: Or Wolf of wall street is the FED: and 3 Little stocks: 1) Tech. 2) Common Stocks: 3) Palm Oil., Calvin Tan

Author: calvintaneng

|

Publish date: Sat, 12 Feb 2022, 11:41 PM
 

Hi guys

 


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

 

Morale of the Story

 

1st Little Pig is Tech stocks build by straw with frothy P/E above 50 to 100

Now FED is huffing, puffing up interest rate & BLOW on Tech the house of Straw

Gone case soon

 

2nd Little Pig is Common Stocks. Crash of Tech will pull down common stocks the house of sticks

 

3rd Little Pig built on Rock Solid Palm Oil Survived

Palm oil survided the 1997/8 Asian Financial Crisis

Palm oil did very well during the Subprime Crisis of 2008/9

 

BUILD YOUR HOUSE WITH STONES NOW! NOW!! NOW!!

 

PALM OIL!!

 

YES!!!

 

Warmest regards

Calvin Tan

 

Please buy or sell after doing your own due diligence

 

NASDAQ IMPLODING CAN WIPE OFF UP TO 90% OF ITS VALUE!!

DON'T GO BANKRUPT HOLDING BURSTING TECH BUBBLES

 

PALM OIL WILL ENTER SUPERBULL STAGE BY 2ND HALF OF 2022!!!

 

  moneySIFU likes this.
 
calvintaneng Nasdaq plummeted by 3.95% yesterday

Tech in Klse if don't sell now sure die standing KAW KAW

all holding tech stocks will kena wiped out clean and game over

GET OUT OF TECH AND INTO THE GREAT SAFETY OF PALM OIL NOW! NOW!! NOW!!!
27/04/2022 5:57 AM
Johnzhang DJ and Nasdaq collapse , but FCPO overnight UP. FCPO May $7,100, Jun $6,848, Jul $6,477.
CPO will stay high at least until 2023 attributed to the following development :
1. No export of sunflower oil, wheat, barley etc from Ukraine as the war raging on and the Apr/May 2022 planting season will be missed.
2. Next planting season is Apr/may 2023 for harvest in July/Aug 2023. Uncertainty around.
3. Russia is bombing the railway connecting to Europe as it is used to deliver western weapon. No inland logistic capability to enable export .
4. Russia will permanently occupy southern ukraine and black sea . Ukraine has no acesss to shipping route.
5. Limited capability to boost production elsewhere due to shortage of fertilizers, wild weather swing etc.
27/04/2022 7:10 AM
calvintaneng And these are the reasons why Nasdaq and by proxy Dow Jones will crash

In March 2020 when USA down collapsed FED start printing Trillions of USD to flood the Market

many received free QE monies pumped them into frothy Tech stocks

As a result Cathy Wood Arkinvest shot up by 500% Outsized bloated performance

Fed also reduced interest to almost zero and Tech borrowed like free money to expand for future earnings only

the market went Gaga on "future" earnings as Tech P/E of 50/60 and some no P/E at all

All these went on merrily merrily until now

what happened?
27/04/2022 8:39 AM
calvintaneng Then with free (fiat) money sloshing around chasing fewer real goods with printed paper currency things started to go up in prices

The last straw is the rise of soft commodities by drought , flood and war in Ukraine

plus USA banning Palm oil from 2 of Malaysia's biggest palm oil exporters

Palm oil is the cheapest oil whose products are used in 50% of Supermarket items

As USA banned palm oil it's consumers have to buy the goods made from more expensive soyoil or canola oil

As a result Inflation spiked to 15% or 20% (don't believe the BIG LIE THAT US INFLATION IS ONLY 7.9%
27/04/2022 8:45 AM
calvintaneng Sri Lanka swallowed the Esg lie against palm oil and decided to ban palm oil import plus telling all to uproot and destroy all oil palms

It has horrible unintended consequences of very high inflation of 18% in Sri Lanka

People in Sri Lanka sunk into poverty overnight and started protest and rioting
27/04/2022 8:48 AM
calvintaneng Same high inflation is now in USA and Fed must stop free money to put out inflation fire

thus Nasdaq must collapse
27/04/2022 9:02 AM
steveccwong Dow Jones, Nasdaq & world markets can slide down, but food such as cooking oils esp' palm oil is essential item in all households, families, industries (food or non-food such as cosmetics, bio-fuel, etc).

World demands for these oils are evergreen and Malaysia is fortunate to have this oil palm which we produce about 18.0M to 19.0M tons per year with a population of 33M to 35M.

What does this mean?

It means, we have enough for own consumption and enough for exports and thus not having oil palm disposal issue.

Keep oil palm listed co. shares (good ones) for your retirement plans.
27/04/2022 10:01 AM
StartOfTheBull Sri Lanka should have planted some oil palm instead of tea only but it is too late now.
Now some charity organizations are sending aids to them instead of cursing them for favouring the ESG lie.
27/04/2022 10:03 AM
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ Sri Lanka
Majority Sinhalese Buddhist
Significant minority Tamil Hindu
Government has mismanaged the economy over many years.
Political uncertainties, pandemic and its consequences (tourist trades, etc) and the recent Ukraine crisis and its consequences (high fuel prices, high food prices, high inflation, etc) added together create the perfect economic storm and crisis.

The government will probably collapsed to be replaced by another, but the ecconomic rebuilding is going to be difficult and prolong. As usual, the population of Sri Lanka will suffer.
27/04/2022 10:31 AM
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ Don't go overboard on plantation stocks.

Those who own oil palm plantations will know how wonderful the present high incomes are. Sure, some big plantations face labour shortages and the owners looked at the ripen fruits unharvested in many acres of their estates.

Unless the present price can be sustained forever, factor into your valuation a few years of good harvests and incomes, and discount these appropriately to arrive at a fair value for the business of the plantation stocks.
27/04/2022 10:35 AM
Joe Ng if tech crash everything eventually follows, including palm oil
27/04/2022 12:12 PM
calvintaneng no

not if you know history

Palm oil went up during 97/98 asian Financial Crisis

Peter Lim Remisier King sold all his shares just before crisis and became Billionaire
27/04/2022 12:35 PM
calvintaneng Robert Kuok and Peter Lim became Billionaires inspite of crisis by buying palm oil
27/04/2022 12:37 PM
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ Robert Kuok speculated on sugar futures in his early years and was lucky. With the big wealth from this lucky break, he has built his financial empire.

Peter Lim was involved in the restructuring and listing of Wilmar. He invested big amount into this company (including its derivatives) and he was lucky again, becoming very rich. With his huge fortune, he continues to multiply his wealth over the years.

When preparation meets opportunity, the lucky person is the one who is well prepared to pounced on the opportunity.
27/04/2022 4:06 PM
OrlandoOilSemiconIoT After the short lived rubber gloves bull run

Investors are very sceptical of windfall profits that will last only for a short few months
28/04/2022 6:18 PM
bang_miskin I would like to offer a slightly different view.
First the plantation bull run started two months ago. Prices of many counters already doubled. Will it continue to double? Who knows.
At the same time, Nasdaq has undergone several rounds of price correction. In hindsight should have sold some when it was high in Dec 2021. But at current prices (below 2021 prices) more of a bargain than plantation stocks. Just my opinion.
It is fun to be part of the bull cycle. The glove bull run of 2020 was hard and fast. The tech bull run of 2021 was steadier, but has undergone major correction. How long will the plantation run bull last this time? Another 3 months, 6 months? Who knows.
To newbies, do your own research first. Who are you doing to blame when you kena burn? Ghostbusters? While there are several routes to prosperity, there are far more that can lead you to Holland. Want to visit Amsterdam? I got some tickets :)
28/04/2022 6:44 PM
stockraider Correctloh!!!

Most of the time raider is lucky....bcos very well prepared loh!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 day ago | Report Abuse

Robert Kuok speculated on sugar futures in his early years and was lucky. With the big wealth from this lucky break, he has built his financial empire.

Peter Lim was involved in the restructuring and listing of Wilmar. He invested big amount into this company (including its derivatives) and he was lucky again, becoming very rich. With his huge fortune, he continues to multiply his wealth over the years.

When preparation meets opportunity, the lucky person is the one who is well prepared to pounced on the opportunity.
28/04/2022 8:58 PM
calvintaneng Very good

Calvin happy to see Sifu Stockraider quoting 3iii of Investlah posting

Now please make up as friends and let bye gone be bye gone and start anew in this Once A CENTURY Palm oil Superbull
28/04/2022 9:14 PM
calvintaneng Yesterday Amazon another
Faang stocks suffered a 14% drop

This foretells the collapse of all Tech stocks all over the world soon

Amazon is the most successful new technology stock to drop and that signals bad times yet ahead

Go sell all Tech faster and run into the safety of Palm oil like Bplant, Tsh resources and hs plant
30/04/2022 9:17 AM

7 REASONS WHY PALM OIL BULL RUN WILL TURN INTO HOTTEST SUPERBULL OF ALL TIME, Calvin Tan

Author: calvintaneng   |  Publish date: Mon, 25 Apr 2022, 12:15 AM


Dear Investors of i3 Forum

As the title implies we are of firm conviction that Palm oil bull run will morph into SUPERBULL

 

And these are the reasons

 

1) SYNCHRONIZED CROP FAILURE BY DROUGHT, FLOOD & WAR HAVE PROPLELLED CANOLA OIL, SOYBEAN OIL, SUNFLOWER OIL & PALM OIL TO WORLD RECORD HIGH PRICES

Drought in Canada wiped out Canola crop

Flood in Mato Grosso, Brazil & NSW of Australia impacted Soybean & Canola

Drought again hit Parana of South Brazil, Uruguay & Argentina Soybean

Then War in Ukraine has impeded Sunflower oil export.

Russia also face embargo on its sunflower oil & canola oil export

Indonesia to curb high cooking oil prices has altogether banned Cooking oil export

THIS UNISON OF SCARCITY BY DROUGHT, FLOOD & WAR ARE PUSHING UP ALL VEGE OIL AS A WHOLE

AND PALM OIL IN PARTICULAR AS INDONESIA IS TOP EXPORTER OF PALM OIL

 

2) LAST 4 YEARS SINCE 2018  PLANTING OF NEW PALM OIL HAS CEASED DUE TO GREENPEACE RELENTLESS ATTACK ON PALM OIL DUE TO ESG

FRANCE'S RAPESEED GROWERS SPREAD RUMOUR THAT OIL PALM KILLED ORANG UTAN

SO ARE THE SOYBEAN FARMERS OF USA AGAINST PALM OIL

WITH NO EXTRA PALM OIL PLUS A HUGE POPULATION OF 273 MILLION PEOPLE INDONESIA NOW BAN PALM OIL EXPORT

AT A NEEDY TIME LIKE NOW IT WILL MEAN VERY VERY HIGH FOOD INFLATION WORLD WIDE

 

3) WHILE THERE IS NO EXTRA INCREASE OF OIL PALM THE WORLD POPULATION CONTINUES TO GROW BY 80 MILLION A YEAR (1% OF WORLD POPULATION 8 BILLIONS)

4 YEARS MEAN 320 MILLION MORE MOUTHS TO FEED (ABOUT THE POPULATION OF USA)

 

4) NOW COST OF FERTILIZER IS UP. MAN POWER COST ALSO UP DUE TO COVID TESTING

HIGH FUEL COST FOR TRANSPORT. ALL THESE ADD UP TO TOTAL OVER ALL COST OF PRODUCTION

 

5) ONGOING WAR IN UKRAINE AS WE TYPE

This is now April - the crucial planting month for Sunflower oil in Ukraine. Failing which will not see any harvest by end 2022. Thus year 2023 Sunflower oil supply will also be hit hard

And right now in USA winter wheat is facing drought condition

Down South La Lina weather havoc continues....

All these can only mean Vege Oil Supply for all of 2022 till Year 2023 to be very uncertain

 

6) CHINA HOARDING GRAIN AND OIL

After China experienced 10 Huge Typhoons &  3 SUPER TYPHOONS AS FAR AS ITS BREAD BASKET IN HEILONGJIANG IS NOW STORING UP FOOD LIKE NO TOMORROW

So is Russia, Argentina limiting Soymeal export And now Indonesia also start hoarding Palm oil

In India Mustard Seed oil farmers are also hoarding in the Hope for better prices

 

7) IN USA Under Joe Biden Election Mandate many Fossil Fuel Refineries have been converted to Biodisel Refineries

This will turn food crop like Soybean & Corn into Biofuel - thus depleting Cooking Oil Supply

 

ALL THESE CONVERGING FACTORS ARE REAL POWERFUL CATALYSTS TO PUSH UP CPO PRICES TO NEW UNCHARTED TERRITORIES IN DAYS, WEEKS & MONTHS TO COME

A POWERFUL UNSTOPPABLE SUPERBULL RUN TIME FOR PALM OIL HAS COMMENCED

JOIN THE RIDE EARLY & DON'T MISS OUT

 

WARMEST REGARDS

Calvin Tan

 

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager

  investor77 likes this.
 
markgold Thanks for latest sharing.
25/04/2022 3:59 AM
Sslee Good morning,
ALL THESE CONVERGING FACTORS ARE REAL POWERFUL CATALYSTS TO PUSH UP CPO PRICES TO NEW UNCHARTED TERRITORIES IN DAYS, WEEKS & MONTHS TO COME

For the past 6 months Palm oil price already at new uncharted price territories but unfortunately many plantation stocks price had not yet reach the new high due to lag factor.

So do you own risk and reward calculation and decide for yourself whether you want to invest some of you money in plantation stocks
25/04/2022 7:21 AM
s3phiroth Malaysian investors prefer tech stocks rather than plantation stocks. To them tech is the future hence it looks hot and s.e.x.y, while plantation is an old school biz and boring for old uncle aunty only.
25/04/2022 7:36 AM
calvintaneng If people in Malaysia will only wake up before too late

Ark Invest Cathy Wood of Tech fame already suffered crushing losses from Tech Bubble Implosion while Warren Buffet of Old School Value Investing is shinning brightly now in Value stocks

Matter of time all still holding Tech will suffer the same carnage in Glove if they still stubbornly holding Bloated Tech

listen to Voice of Reason

FED raising interest rates will piece the Tech Bubble all over the world soon into doom and gloom
25/04/2022 8:50 AM
Johnzhang CPO spot reached RM8,076 on 2/3/22 when Indonesia intended to set the minimum qty for exporter to sell domestically from 20% to 30% .
How high can CPO go when it is a blanket export ban now?
25/04/2022 8:59 AM
Johnzhang SBO was Usd 1,836/mt , equivalents to MR7,966.
Amid serious shortage arising from Indonesia’s export ban, CPO shouldn’t at least be on par with SBO.
25/04/2022 9:02 AM
calvintaneng When Cpo was Rm3500 to Rm4000 peak in years 2008, 2012 and 2014 Palm oil investing created Malaysia's Number One Richest man in Robert Kuok and also Remisier King Peter Lim of Singapore over Rm4 Billions

For Indonesia they have more than 14 Palm oil Billionaires

If Cpo can just sustain at Rm5,000 for two or three years then Malaysia should see more Palm oil Billionaires emerge

But if Cpo can reach Rm7000 to Rm8000 per ton in elevated period then Multi Billionaire with 11 digits will surface more to join the rank of Robert Kuok at near Rm40 Billions

If Cpo goes crazy above Rm10,000 per Ton then the Great Shock and surprise of Some Palm oil Bosses overtaking Robert Kuok's wealth also possible

By then many of our dear i3 forumers invested in Palm oil will also turn into Millionaires and Multi Millionaires as well

Investing in Palm oil has now entered a new dimension of wealth for many
25/04/2022 6:49 PM
Fabien _the efficient capital allocator All i care about is that i will make millions from palm oil
25/04/2022 8:20 PM
calvintaneng Sure you will

If you buy early, sit tightly and wait till end 2022 and into year 2023 which 90% of the people cannot and will not do so
25/04/2022 8:34 PM
Wizman For recent this 2 years, I focus research in palm oil stocks, I discover all palm oil stocks are severe undervalue. As value investor, ones must think reverse investing strategy to buy maximum in prefer palm oil stocks because we're never see CPO rise to 6,000-7,000-8,000 & could be higher in our life-time and CPO 6,000-7,000 tone 2022-2023 ; CPO 5,000-6,000 tone 2024-2028 can become reality to shock most of us, refer by what bro calvin tan mentioned the above important factors. I've all-in my capital investing in portfolio of combination of palm oil stocks. I believe investing in palm oil stocks are the best investment strategy during global severe food inflation & food crisis period. Retail investors can consider invest & hold palm oil stocks such as TSH / Bplant / Jtiasa / Hseng plant / IOI and many others. We're so blessing can choose a variety of palm oil stocks.
25/04/2022 11:24 PM
smartly ah calvin,
Indonesia bans palm oil export woh. not taking the benefit of the high cpo price to earn export money, how to earn big like that for golden agri ? what's your take yah ?
26/04/2022 8:51 AM
calvintaneng smartly
goldenagri I just added another 100,000 shares yesterday

it has 6 Refineries which will now benefit from cheaper palm oil feedstock

and it's finished products of thousands by products have no restriction in export

So Goldenagri and Wilmar in downstream will benefit
26/04/2022 10:16 AM
calvintaneng Soyoil closed at 90 cent

Up 200% from 30 cent range

Looks like Palm oil Superbull now will last 2 or 3 years till 2024

Many many new Millionaires, Multimillionaires and even Billionaires will come out of this Once A CENTURY Palm Oil SUPERBULL
29/04/2022 6:33 AM
soon2795 Hi, Calvin. I am a newbie investor here. How much do you think an investor should allocate their funds in palm oil sector? Is 30% enough? I don’t dare to go all out.
29/04/2022 7:38 AM
calvintaneng Good question soon2795

since you are new I think 30% is a conservative amount

Then go and do own study

buy these excellent books to brush up your knowledge and skills

1. The Intelligent Investor
by Benjamin Graham

2. One up on wall street
3. Beating the Street
no. 2 and 3 by Peter
Lynch

Study first as investing is a life long journey

and best investment for life

Get the Holy Bible

Read Proverbs and Ecclesiastes

both written by the wisest man in the world called King Solomon
29/04/2022 7:57 AM
steveccwong The FCPO remaining high into 2023 is not impossible as we can see from all the circumstances and situations leading to the planting of all other grain-plants, weather, political, growing demand, protection of own needs, etc.
29/04/2022 9:37 AM
stockraider Yes 30% is a good start loh!

Some of my friends dedicate more than 50% of their funds to plantations, they told me right now only palmoil plantations sector can show consistent strength agst the world mkt economic turmoil that lead to inflation, currency collapse and business disruption mah!

Thus they are very comfortable allocating more than 50% of their assets to this sector mah!


Posted by soon2795 > 1 hour ago | Report Abuse

Hi, Calvin. I am a newbie investor here. How much do you think an investor should allocate their funds in palm oil sector? Is 30% enough? I don’t dare to go all out.
29/04/2022 9:40 AM
calvintaneng hahaha

I almost 100% in palm oil now
29/04/2022 10:56 AM
investor77 Calvin, I too thought of going almost 100% in CPO. However, thinking of all the losses in Steel and Tech shares, and wondering if can cover the losses from the 2 sectors and whether putting all the eggs in 1 basket is risky. !!Anyway , Calvin you have helped many times by your accurate diagnosis and gained a little, but did not heed your warning on Gloves, so suffer great losses as a result !!
29/04/2022 12:05 PM
calvintaneng Investor77

Gloves, Tech, Steel and palm oil are in some sense Cyclical industries

As such timing is of utmost importance

They all go through boom and burst cycles

Missed the bottom then if the Trend is still early still can buy in

But when all the people finally capitulate and turn very bullish then we must be very careful not to get carried away

For now we are not even half way through the Palm oil Superbull yet since top 30 daily traded still not palm oil related stocks

So we can still safely add more on weakness

Go read up these two experts on CYCLICALS

PETER LYNCH
HOWARD MARKS

THEY HAVE LONG SUCCESSFUL EXPERIENCE INVESTING IN CYCLICAL STOCKS
29/04/2022 3:20 PM

AND THERE SHALL BE FAMINES - Matthew 24:7, A sharing by Calvin Tan

Author: calvintaneng   |  Publish date: Sat, 23 Apr 2022, 11:58 PM


Dear Friends of i3 forum

2,000 over years ago the Bible warned about famines in the end time

And we are going to witness famine after the Coronavirus is over

See

For nation shall rise against nation, and kingdom against kingdom: and there shall be famines, and pestilences, and earthquakes, in divers places.

Why famine is coming?

Answer: There is a world wide synchronized destruction of crops by Drought; By Flood, By Human Foolishness & By War

 

By Drought

Canada experienced the Worst drought last year wiping out its Canola & Wheat Crop

 

1 Billion Sea Creatures Cooked To Death In Canada In Record Pacific Northwest Heat Wave

“If we don’t like it, then we need to work harder to reduce emissions,” warned the University of British Columbia scientist who calculated the massive toll.
 

An estimated 1 billion sea creatures cooked to death off the Canadian coast in the record heat wave last week that also scorched America’s Pacific Northwest and claimed hundreds of human lives.

By FLOOD

In NSW AUSTRALIA & NORTH BRAZIL THERE WAS JUST TOO MUCH RAIN THAT DESTROYED SOYBEAN & CANOLA OIL

 

BY HUMAN FOOLISHNESS

Many Prime Crop Lands are Converted to Solar Farm

PALM OIL IS GOD'S NATURAL SOLAR FARM: NOW MAN IS REPLACING GOD MADE SOLAR FARM BY MAKING SOLAR PANEL FARM WITH TOXIC MATERIAL

 

BY WAR

WAR IN UKRAINE PREVENTED EXPORT OF THIS YEAR'S SUNFLOWER OIL & WHEAT

ONGOING WAS IN SPRING NOW PREVENTS FARMERS FROM PLANTING FOR YEAR END HARVEST

 

IN INDONESIA SO CALLED GREEN PEACE WATCHING OVER INDONESIA LIKE A HAWK PLUS ESG CONCERN AGAINST PALM OIL HAVE CAUSED CESSATION OF NEW OIL PALM PLANTING SINCE 2008 (4 YEARS NO MORE INCREASE OF OIL PALM LANDS WHILE WORLD POPULATION CONTINUES TO INCREASE BY 80 MILLION PEOPLE YEARLY

1% POPULATION GROWTH OUT OF 8 BILLION PEOPLE ON EARTH IS 80 MILLION A YEAR

4 YEARS MEAN 4 X 80 MILLION = 320 MILLION EXTRA MOUTHS TO FEED BUT NO INCREASE OF PALM OIL PLANTING AS RAPESEED FARMERS OF FRANCE & SOYBEAN  FARMERS OF USA ARE VEHEMENTLY OPPOSING PALM OIL THEIR COMPETING CROP

AS A RESULT PALM OIL NO ENOUGH EVEN IN INDONESIA

INDONESIA WILL BAN PALM OIL EXPORTS BY 28TH APRIL 2022

 

Now why is Palm Oil So very IMPORTANT?

Answer:

 

PALM OIL HAS 44% OF PALMIC ACID CONTENT (THE HIGHEST AMONG ALL VEGE OIL)

The oil palm produces two distinct vegetal oils in its fruits: crude (red) palm oil, the fresh oil obtained from the mesocarp, and kernel oil, the oil obtained from the kernel seed of the palm fruit. These oils are used and marketed separately according to their own supply and demand conditions . The oil productivity of the oil palm is ten-fold higher than that of the soybean, with a yield reaching 7.5 to 9 tons of oil/year/ha for the best Cirad commercial varieties in favorable agro-climatic conditions (www.palmelit.com). Palm oil constitutes the highest annual world production of vegetal oil, at 53.3 Mt, followed by soybean oil (43.4 Mt) and rapeseed oil (23.5 Mt) (http://www.fas.usda.gov/oilseeds/Current/). The wild species E. oleifera is not exploited at a commercial level due to its low yield .

The consumption of vegetal oils falls into two major applications: the food industry (with over 80% of the market) and the chemical industry . Furthermore, in the 1980s, with the start of the full exploration of vegetable oils for biodiesel, principally due to interest in renewable energy sources, oil crops such as oil palm, soya, and oilseed rape began to be used as primary sources for these fuels, and higher proportions of unsaturated fatty acids are better for this purpose , .

Palm oil contains approximately 50% saturated fatty acids, with 44% palmitic acid (C16:0), 5% stearic acid (C18:0), and trace amounts of myristic acid (C14:0). The unsaturated fatty acids are approximately 40% oleic acid (C18:1) and 10% polyunsaturated linoleic acid (C18:2) and linolenic acid (C18:3) .

 

An estimated 1 billion sea creatures cooked to death off the Canadian coast in the record heat wave last week that also scorched America’s Pacific Northwest and claimed hundreds of human lives.

Read again

Palm oil contains approximately 50% saturated fatty acids, with 44% palmitic acid 

 

YES! PALM OIL HAS 44% PALMIC ACID

Soybean only 11% Palmic Acid

So Palm oil has 400% More Palmic Acid than Soyoil

 

And Why is Palmic Acid so Important?

Palmic acid is found in 30% of the Human Body

 

See

Palmitic acid (16:0, PA) is the most common saturated fatty acid found in the human body and can be provided in the diet or synthesized endogenously from other fatty acids, carbohydrates and amino acids. PA represents 20–30% of total fatty acids (FA) in membrane phospholipids (PL), and adipose triacylglycerols (TAG) (Carta et al., 2015). On average, a 70-kg man is made up of 3.5 Kg of PA. As the name suggests, PA is a major component of palm oil (44% of total fats), but significant amounts of PA can also be found in meat and dairy products (50–60% of total fats), as well as cocoa butter (26%) and olive oil (8–20%). Furthermore, PA is present in breast milk with 20–30% of total fats (Innis, 2016). The average intake of PA is around 20–30 g/d representing about 8–10 en% (Sette et al., 2011). PA tissue content seems to be controlled around a well-defined concentration, since changes in its intake do not influence significantly its tissue concentration

 

So Babies are fed with Palmic Acid in Baby Food Formula

BECAUSE PALMIC ACID IS FOUND IN MOTHER BREAST MILK

Palmitic acid, the major saturated fatty acid in human milk, usually represents about 20–25 % of human milk fatty acids. Sixty percent (according to some authors, up to about 86 %) of palmitic acid is esterified to the sn-2 position in the triacylglycerols (the so-called β-position) 

 

25% of Human breast milk is Palmic Acid

 

SO PALMIC ACID IS VERY IMPORTANT  FOR HUMAN GROWTH

 

IT IS ALSO USED IN PET FOOD FOR CATS & DOGS

 

IN MAKING OF MARGERINE, ICE CREAM, CAKES, CHOCOLATES, TOOTHPASTE, HAIR CREAM, LIPSTICK, HAIR DYE & DETERGENT (Surfactant) In Washing Machines

 

Palmic acid in human lung helps to cleanse the Lung (God's amazing invention: inside our lung got Palmic Acid (surfactant) which is God made in built Washing Machine Inside our human lung (Halelujah!)

 

Palmic acid has been made into NaPalm Bomb used in Vietnam War

 

Since Palm Oil is most prolific in the Production of Palmic Acid it is sheer foolishness for Sri Lanka to ban palm oil. That led them to use other oil & now high inflation over 18%

Same foolish mistake is done by Joe Biden administration in confiscation Palmic Acid from Malaysia

 

 

US CBP has seized US$2.5m worth of Malaysian palm oil shipments since February

 

KUALA LUMPUR (March 9): The US Customs and Border Protection (CBP) has seized four shipments of Malaysian palm oil in Baltimore since Feb 11 due to information indicating that the commodity was manufactured by forced labour.

In a statement on its website on Tuesday (March 8), the US CBP said the palm oil shipments are valued at nearly US$2.5 million (RM10.5 million).

The US CBP said it had seized the latest shipment, consisting of 108 super packs of palmitic acid, on March 1 and confiscated three earlier shipments of a combined 270 super packs of palmitic acid on Feb 11.

 

NOW USA HAS TO BUY MORE EXPENSIVE PALMITIC ACID FROM SOYOIL OR CANOA OIL

 

USA WILL NOW EXPERIENCE SKYROCKETING INFLATION OF 20% TO 30%

40% OF US POPULATION DON'T EVEN HAVE A THOUSAND DOLLAR SPARE CASH

WITH SUPER HIGH INFLATION OF OVER 20% to 30% (Don't believe the Big Lie that US Inflation is only 7.9%)

50% OR HALF OF US CITIZENS WILL SINK BELOW POVERTY LINE AND MANY GOING TO STARVE

THIS HAS PROMPTED JEROME POWELL TO RAISE INTEREST RATE TO FIGHT INFLATION FIRE

 

AND THAT WILL CAUSE NASDAQ TO COLLAPSE- DRAGGING DOWN DOWN JONES AS WELL

THIS IS WHY ALLUST QUICKLY GET OUT OF TECH & COMMON STOCKS AS A HUGE COLLAPSE WILL WIPE OUT IS IMMINENT

 

RUN TO THE SAFETY OF PALM OIL SHARES NOW

 

PALM OIL SURVIVED & PROSPERED DURING THE 1997/8 ASIAN FINANCIAL CRISIS

PALM OIL ALSO DID VERY WELL DURING THE LEHMAN'S BROTHER CRASH OF 2007'8

SO PALM OIL WILL AGAIN PROSPER IN THE COMING CRISIS YET UNFOLDING

 

BEST & WARMEST REGARDS

Calvin Tan

 

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager

 

Please Note

Calvin has joined "EAGLE VISION FIRST MOVER WHATASPP GROUP ON PALM OIL SUPERBULL"

A Small Group of Investors Main Focus is On Palm Oil

If you have similar interest to learn or share about Palm Oil

Then Please Whataspp Ms Wendy Low at 012 - 4739238

The Information and sharing is Totally "Free of Charge" and with No Obligation to all who are interested in Palm Oil

Regards

Calvin

 

 

 

  James Ng likes this.
 
calvintaneng The rise of vege oil will cause superbull in palm oil co but for billions of poorer nations there will be a famine of food
24/04/2022 12:05 AM
Tobby Stop spreding fake religion in i3! Do you know who draw Jesus image that so beloved by blind followers! Yeah, the whiteman image of Jesus was drawn by Leonardo Da Vinci! Strange, Jesus was a jew and typical jew men doesn't look like whiteman!
Here's another shocker for you, do you know Leonardo loved boys! Do you homework, that image beloved by blind followers may be Leonardo Da Vinci favorite boy! Yeah, easter egg implanted by Leonardo!
24/04/2022 3:46 AM
Tobby This so called end of time has been around for 2,000 years! Previous generations waited for the end to come! And yeah, during ancient times, hardcore followers even standby on their roof waiting for that day to come!
Stop believing in fairy tales!
24/04/2022 3:47 AM
calvintaneng Tobby

Precisely you have no faith in a Living Real God your life has been in a shamble almost one decade Calvin knows you first as Fortunebullz

After that you changed ID more than ten times to hide your identities for posting nonsense which get others irked

Better change your ways before too late

Your unbelief is your final undoing in life

So many others who took heed to kind warnings have been blessed abundantly beyond measure
24/04/2022 11:25 AM
calvintaneng Famine is nothing new at all

It happened in Roman times
https://www.studylight.org/commentary/acts/11-28.html

A coronavirus was the black swan even that caught many by surprise

Signs of famine should not catch us by surprise again
24/04/2022 3:50 PM
Wizman Amen,bro calvin tan! famine happened during ancient times is repeating now in our modern world. Russia-Ukraine war make things worst - world structural edible/vegetable oil will now depends more on soybean oil, canola oil, rapeseed oil & of course our Palm Oil. CPO won't be cheap for many years so be prepare to see CPO 6,000-7,000 tone 2022-2023 & CPO 5,000-6,000 tone 2024-2028 [Many experts predict Russia-Ukraine war will last in few years]. Multi-years huge profit for most palm oil companies & Palm Oil stocks will rise 100%-500% & more which we never see before. Glory days of Palm Oil Super-Bull-Run 2022-2023 onwards. Buy & hold palm oil stocks is the best investment strategy to hedge global severe inflation! Sell fast on high PE tech-stocks & all cryptocurrency and invest back to palm oil stocks to enjoy very high return 100%-500% & dividend yields 5%-10%.
24/04/2022 10:52 PM

TSH RESOURCES (9059) FFB increased by 10%, high Cpo prices over Rm6,000 & Profit from Land sales show Increasingly Good Results, Calvin Tan

Author: calvintaneng   |  Publish date: Thu, 21 Apr 2022, 11:12 PM


Dear Investors of i3 Forum (please read to the end as we post now)

Excellent improvement of FFB (fresh fruit harvests) by TSH announced today!

See

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

TSH RESOURCES BERHAD

 

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description
We submit below the production figures for the month of March 2022.
PRODUCTION TOTAL (MT)
Fresh Fruit Bunches 70,683

 

See the month before

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

TSH RESOURCES BERHAD

 

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description
We submit below the production figures for the month of February 2022.
PRODUCTION TOTAL (MT)
Fresh Fruit Bunches 63,203

 

And Cpo prices so strong at Rm6800

 

FCPO May 2022 6,797.00 6,800.00
+19.00
2,231 11,718 6,781.00

With cost of Cpo production ranging from Rm1800 per ton the gross profit is Rm6,800 divides by Rm1,800

= 377%

THIS IS VERY SPECTACULAR INDEED!!

 

PLUS THE SALE OF SABAH 2 ESTATES WILL BRING IN RM248 MILLIONS OF WHICH 7.56 SEN IS PROFIT

 

THEN BY EARLY 2022 THE SALE OF BULUGAN REGENCY LANDS WILL BRING IN RM712 MILLIONS WITH A HUGE PROFIT OF 31 SEN

BUT THE BIG BONANZA!

4 PIECES OF KUTAI LANDS NOW "NUSANTARA" THE NEW CAPITAL OF INDONESIA OVER 94,000 ACRES (OVER 52% OF SINGAPORE LANDMASS OF 180,000 ACRES) IF SOLD WILL BRING IN MULTI BILLIONS

 

This is the reason why Insider Directors of Tsh have been buying like no tomorrow

 

TSH now Rm1.82

Target price by End 2022 is Rm3.00 to Rm4.00 range

 

When All the Lands in Bulugan & Nusantara are SOLD to unlock value TSH can cross Rm10 or more and turn into a Palm Oil Blue Chip

 

Warmest regards

Calvin Tan

 

Please buy or sell after doing your own due diligence  or consult your remisier/ fund manager

  Be the first to like this.
 
calvintaneng TSH RESOURCES HAS HIT 4 JACKPOTS (NOT ONE BUT FOUR) IN NUSANTARA

Book value only 13 sen (NOW SKYROCKETING UP EVERY DAY

See

https://www.youtube.com/watch?v=NnBKN29lmaE
21/04/2022 11:41 PM
calvintaneng See what NUSANTARA Will Be like in Future Years

Putrajaya lands (pre- 1980s) cost only 12 sen psf

Today land prices in Putrajaya range from Rm80 to Rm2,000 psf

Just buy TSH and hold till Nusantara turns into another Putrajaya then all can become millionaires

See

https://www.youtube.com/watch?v=WzRatHP-M-M
21/04/2022 11:45 PM
calvintaneng Indonesia banning cooking oil and raw cpo export will cause Cpo prices to Skyrocket up like Apollo Rocket

Load up Tsh KAW KAW for an upward journey now
23/04/2022 6:51 PM

Palm Oil FUTURE SKYROCKETED 300% : ALL PALM OIL SHARES STILL LAGGARDS JUST BUY UP KAW KAW, Calvin Tan

Author: calvintaneng   |  Publish date: Sun, 10 Apr 2022, 11:09 PM


Palm Oil FUTURE SKYROCKETED 300% 

 
 

Hi guys,

We all can SEE Palm oil "FUTURES SKYROCKECTED UP 300% OR MORE!"

 

SO WE CAN EXPECT ALL PALM OIL COMPANY PRICES TO RISE FROM 100% TO 300% AS WELL

 

Like this sequence:

 

First we see "THE LIGHTNING"

Only later we "HEAR THE THUNDER!"

 

YES! A MILION TIMES YES!!!

ALL PEOPLE, FOREIGN FUNDS, MEDIA, RESEARCH HOUSES, GURUS, SIFUS, EXPERTS, ANALYSTS AND WHAT NOT WILL ALL BE THUNDERING WITH FERVOUR & FRENZY LATER

 

NOW WE STILL IN EARLY DAYS BEFORE THE THUNDERING, CHEERING CROWD ARRIVES

 

Why not yet?

 

ANSWER: BECAUSE TOP 30 POPULAR STOCKS IN KLSE ARE "NOT YET" DOMINATED BY 42 LISTED PALM OIL BURSA SHARES

SO WE CAN STILL SAFELY BUY MORE

BUY MORE?

GO HAMMER IT!! DON'T JUST NIBBLE. LOAD IT UP!

 

Warmest regards

Calvin Tan

 

Please buy or sell after doing your own due diligence or consult your remisier/fund manager

 

 

  wira2012 likes this.
 
ahbah Just wallop any plantation stk we like.
10/04/2022 11:13 PM
calvintaneng Just as thunder follows lightning

Palm oil laggard shares will follow the lightning rise of Palm oil Cpo futures

https://www.childrensmuseum.org/blog/why-do-you-see-lightning-first#:~:text=SO%20WHY%20IS%20LIGHTNING%20FAST,you've%20seen%20the%20lightning.
10/04/2022 11:14 PM
VTrade Talk easy
Costing tak tau ..
Liquility ler..
Stock ler..
If then better buy ini...
Lagi bagus
Better buy fcpo
10/04/2022 11:18 PM
VTrade Lighling
Call He-man help
Got many lighttening
And shot on tiger
Lagi hebat n brave
10/04/2022 11:20 PM
calvintaneng Ahbah the kampung kid is more clever than all those living in the city

Ahbah will make the most money in palm oil SUPERBULL and more than enough to last him a life time
10/04/2022 11:28 PM
VTrade https://m.youtube.com/watch?v=IDFv-yZM3CU
10/04/2022 11:34 PM
VTrade Everyone must follow these Master ya
10/04/2022 11:40 PM
StartOfTheBull Ahbah the kampung kid
Vtrade the i3 kid.
LOL
11/04/2022 8:38 AM
StartOfTheBull Ahbah the kampung kid
Vtrade the i3 kid.
LOL
11/04/2022 8:40 AM
VTrade Thunder follow lightling.
Kita kena ikut ya
Jadi tak takut lagi
11/04/2022 8:59 AM
stockraider Three biggest bull in palmoil share investment;

1. Calvin Tan
2. KYY
3. Stockraider

Big gains are gaining loh!
11/04/2022 12:47 PM
qqq3333 whole share market, don't buy plantation buy what? but then u can also choose between numbers and quality.....better to choose quality.
11/04/2022 1:14 PM
VTrade Today drop is time to add
Add what?
Add plantation
12/04/2022 10:28 AM
VTrade Kampung kid from palm oil garden
And be understand
Not everything can be replace
As wallstreet big guy informed
12/04/2022 10:33 AM
VTrade If sector can up
Not need circular up around
12/04/2022 10:35 AM
VTrade If sector itu can up
No need circular put around everywhere
12/04/2022 10:36 AM
gladiator The good news is EPF and some insider slow down in disposing plantation shares so plantation counters still have leg to run.
12/04/2022 2:54 PM
Michael Kwok I already rm 30k in palm oil after palm oil correction 20 percent ++×.Calvin look right.Are u all ready for the boom in palm oil.
12/04/2022 5:53 PM
Michael Kwok Can i come bring luck to palm oil.Lol.
12/04/2022 5:54 PM
calvintaneng Michael Kwok

Welcome to palm oil SUPERBULL



12/04/2022 7:49 PM
StartOfTheBull In time of food crisis and inflation, food business (inclusive of cooking oil) is one of the safest and with very good returns.
12/04/2022 8:58 PM
darren2021 For March 2022, MPOB reported unprecedented average CPO price of RM6,867 per MT (+16% MoM, +70% YoY).
meaning coming quarter will be amazing....at least +50%
12/04/2022 10:55 PM
Abrahmi Where got cheap palm oil counter?
12/04/2022 11:53 PM
Michael Kwok Teckguan(7439).if got down some-more buy.21 million profit worth 70-80 million only.Tp 3.50-4.
13/04/2022 12:08 AM
calvintaneng Ioi corp is now a good laggard to buy all because of Epf selling

1. Ioi corp has 432,000 acres of palm oil while tecguan only got less than 2,000 acres of palm oil

if compare Ioi corp land size with Tecguan is like comparing Elephant to a mouse in size

While Tecguan has turned popular Ioi corp still a laggard

Ioi corp highest was Rm6.53 when Cpo was Rm4,000 only

now that Cpo is over Rm6,000 (up by 50%) ioi corp is still below Rm4,400 shows great value

Most have gone up in prices while ioi corp is relatively cheap

Epf also sold and arrested the price of Tsh at Rm1.10 until Epf disposed all and now Tsh is over Rm1.80

Same goes for Hs plant. It was due to Epf selling that Hs plant was below Rm2.00. after Epf finished disposing Hs plant it has now crossed Rm3.00

So Ioi corp with 350,000 matured acres with a Whopping 208,000 Tons of Ffb harvested this quarter will turn the corner in profits

Just accumulate while cheap and can expect at least 50% or more upside as Epf will also exhaust selling one fine day
13/04/2022 1:05 AM
calvintaneng to get 50% profit in ioi corp looks like a real gift from Epf

sure to go up as it is only a matter of time
13/04/2022 1:07 AM
StartOfTheBull MHC is still very cheap compared to Kmloong and Innoprise.
13/04/2022 6:37 AM
calvintaneng I bought mhc plant at 48 sen and that was cheap

now ioi corp is really cheap

13/04/2022 7:52 AM
StartOfTheBull Calvin, MHC compares to Inno and Kmloong which one is cheaper then?
13/04/2022 8:36 AM
StartOfTheBull Or MHC is most expensive compares to IOI Corp and the rest? I have some MHC too.
13/04/2022 8:45 AM
calvintaneng all are ok

ioi corp cheapest
13/04/2022 1:15 PM
gladiator I have MHC too, MHC very cheap. IOI Corp for big funds. We small fly buy MHC enough already.
13/04/2022 1:31 PM
investor77 IOI corp, can buy Call Warrant if price is a bit high, esplly C 35. KYY now prefers JTiasa.. Noticed that TaAnn, Inno, uptrend whereas SHChan have not rebounded yet and very cheap. SimePlant has many cheap Call Warrants too. Calvin really helped investors a lot. As early buyer of CPO shares , was not patient enough as CPO did not move for a long time, and thus cut loss on BPlant, TSH, Subur, SOP etc. In May, BPlant and TSH will announce their profit form land sales. Overall as Calvin says, the Nusantara, new Indon capital, will cause a very drastic re-evaluation of land price on TSH land in East Kalimantan. Keep up the good work Calvin of informing Investors. Sometimes we wonder how Tanco with very small profit and Revenue, can have Capitalization of nearly 1bil. Beware.
13/04/2022 2:50 PM
calvintaneng Tyvm investor77

We are in palm oil SUPERBULL
13/04/2022 9:11 PM
calvintaneng Very happy morn

Soyoil at 78.11 Cpo sure up
14/04/2022 7:44 AM
nicholas99 if so good.. faster +20%
14/04/2022 8:38 AM
Investformilkmoney Hi Calvin, if the production cost is RM1600, the CPO is RM2000, then the earning is RM400. If assume the earning is RM1m. It means that each addition of RM400 per ton will increase the earning by 1m. So if the CPO now is RM6000, then minus by RM1600, the the earning is RM4400 per ton. Divided by RM400 per ton, it should be 11 times more. Then it will be RM11m this month?
15/04/2022 5:30 PM
Investformilkmoney Production cost: RM1600 per ton
CPO: RM2000 per ton
Earning: RM400 per ton
Monthly earning assume RM1m

If CPO: RM6000 per ton
Minus production cost RM1600 per ton
Earning = RM4400 per ton = RM11 monthly earning?
15/04/2022 5:38 PM
calvintaneng Yes all will report fantastic earnings

how high and how good depend on these factors for each and every company:

1. if they have enough workers to harvest Ffb or they use mechanism

2. If they sell spot or do forward sale

3. Any special lands sale to unlock value

4. Other hidden factors
15/04/2022 7:07 PM
meistsk3134 no windfall tax on palm oil company? or majority is malay so no windtax?
15/04/2022 7:16 PM
calvintaneng palm oil already got lots of taxes but still much better than in Indonesia
15/04/2022 7:27 PM
calvintaneng strong fresh fruit bunches plus very high Cpo prices are

twin boosters for 2nd half of 2022 when palm oil turn into SUPERBULL
18/04/2022 1:24 AM
calvintaneng Fcpo for May 2022 now Rm6,830

All palm oil co are earning 200% to 300% gross profit

Few other businesses can even make 20% to 30% profit currently

not even 10% of What palm oil co are earning today in real time
21/04/2022 3:11 PM
awesomestylo it seems like people here forgetting about pls plantation. still very cheap. nazir razak also in the company
24/04/2022 2:34 PM
stockraider Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!
25/04/2022 1:05 PM
ImCK USD MYR 4.35 today
25/04/2022 1:07 PM
stockraider Go Go Go !
25/04/2022 1:27 PM
stockraider Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089
25/04/2022 1:27 PM
calvintaneng Hot getting hotter

Cpo racing past Rm7000 per ton

Later all palm oil stocks will skyrocket up
28/04/2022 11:21 PM


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