Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sun, 10 Jan 2021, 10:10 PM

 

PALM OIL BULL RUN CAUSED BY SEVERE DROUGHT IN SOUTH AMERICA SOYBEAN REGION, Calvin Tan Research

Author:   |    Publish date:


Hi guys,

A PICTURE SPEAKS BETTER THAN A THOUSAND WORDS

SOYBEAN PRICES ARE NOW REACHING NEW HIGH. POWERING UP PALM OIL TO RM3,500

WHOLE WORLD SUFFERING LA LINA EFFECT OF TYPHOONS/FLOODS & DROUGHT

USA SOYBEAN HARVEST SHORTFALL BY 100 MILLION BUSHELS

 

AS SOYBEAN GETS LESS AND LESS PEOPLE ARE LOOKING AT SOUTH AMERICA STATES OF BRAZIL, ARGENTINA, URUGUAY, PARAGUAY & BOLIVIA FOR THE EARLY 2021 SOYBEAN HARVEST

BUT SINCE SOUTH AMERICA NOW GRIPPED BY DROUGHT THERE WILL BE PANIC BUYING OF SOYBEAN

SHOULD SOYBEAN CROP FAIL IN SOUTH AMERICA THEN A POWERFUL BULL RUN IN PALM OIL WILL COMMENCE FOR YEAR 2020/2021

SEE

Map of South America at 1960AD | TimeMaps

RIGHT NOW A SEVERE DROUGHT IS DRYING UP THE SOYBEAN CROPS OF BRAZIL, ARGENTINA, BOLIVIA, URUGUAY & PARAGUAY (TOP 5 SOYBEAN PRODUCING COUNTRIES ON EARTH) REST ARE CHINA (TOTAL WIPE OFF BY SUPER TYPHOONS, INDIA (DESTROYED BY FLOODS), UKRAIN (DROUGHT) CANADA (DROUGHT), USA (GOT SHORTFALL OF 100 MILLION BUSHELS DUE TO DROUGHT THIS YEAR)
 
ALREADY NEAR DECEMBER 2020 AND SOUTH AMERICA STILL WAITING FOR MUCH NEEDED RAIN. SOON THE PLANTING SEASON WILL BE OVER AND THOSE SEEDS SOWN IN DECEMBER 2020 MIGHT NOT PRODUCE WELL
 
THAT MEANS THAT THERE WILL NOT BE ENOUGH SOYBEAN OR CORN FOR YEAR 2021
 
LEADING TO EVEN MORE PANIC BUY AND HIGHER PRICES
 
HIGHER PRICES?
 
YES! IN YEAR 2010 DROUGHT SOYBEAN REACHED THE PEAK OF USD18 & CAUSED WORLD WIDE FOOD SPIKE
 
2010 ALSO CAUSED THE ARAB SPRING WHEN 5 MIDDLE EASTERN COUNTRIES WERE OVER THROWN STARTING FROM GADDAFI TO HOSNI MUBARAK.
 
2010 IS ALSO THE YEAR WHEN PALM OIL PEAKED OUT AND TYCOON REMISIER KING PETER LIM SOLD HIS WILMAR SHARES AND MADE USD1.5 BILLIONS (COST OF INVESTMENT WAS USD10 MILLIONS)
 
AND THIS ROUND IF SOYBEAN SPIKES AGAIN PALM OIL WILL ALSO RISE LIKE NEVER BEFORE?
 
IF SO NOW IS THE TIME TO BUY PALM OIL STOCKS AGAIN
 
SUGGESTED ONES ARE FGV, JTIASA, THPLANT, WTK, TDM, MHC, CHINTECK PLANTATIONS IN MALAYSIA
 
BUMITAMA & GOLDEN AGRI IN SINGAPORE
 
 
R

Severe Drought in South America

Severe Drought in South America
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calvintaneng https://www.foodnavigator-asia.com/Article/2020/11/24/Palm-oil-in-China-Consumption-growth-expected-in-food-sector-as-government-moves-to-phase-out-GM-soybean-oil
25/11/2020 12:31 AM
calvintaneng Brent oil nears Usd48 is also good for palm oil

Another reason for converting palm oil to biodiesel use

This is one more oomph factor for palm oil use
25/11/2020 7:48 AM
calvintaneng In year 2014 it was the cheap shale oil that hammered crude oil. And in turn it affected palm oil because biodiesel from palm oil will be hit

Now as Crude oil regains from it's lows Biodiesel usage will increase again as well
25/11/2020 7:51 AM
calvintaneng LATE PLANTED SOYBEAN WILL YIELD LESS FOR 2021 IN SOUTH AMERICA (LEADING TO SHORTFALL) Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-25-story-h1536609884-LATE_PLANTED_SOYBEAN_WILL_YIELD_LESS_FOR_2021_IN_SOUTH_AMERICA_LEADING_.jsp
25/11/2020 9:14 AM
calvintaneng A GENUINE PALM OIL BULL RUN COMES IN WAVES: 3 STEPS FORWARD & 2 STEPS PULLBACK BUT EVENTUALLY HIGH TIDE ARRIVES FOR ALL HAPPY HOLDERS WHO KEEP THE COURSE

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-25-story-h1536609910-A_GENUINE_PALM_OIL_BULL_RUN_COMES_IN_WAVES_3_STEPS_FORWARD_2_STEPS_PULL.jsp
25/11/2020 9:59 AM
Chua Zhi En I believe it's a commodities bull run incoming. Hehehe
25/11/2020 11:35 AM
Chua Zhi En However, I have one losing making plantation co in my portfolio. Should I cut instead? Kindly enlighten me Calvin.
25/11/2020 11:37 AM
Chua Zhi En Rsawit
25/11/2020 11:37 AM
calvintaneng Rsawit ok if not for impairment
25/11/2020 11:52 AM
calvintaneng Jtiasa has Rm98.9 million ppe mark down last qtr

This qtr should be good
25/11/2020 11:53 AM
calvintaneng As cpo prices maintain above Rm3300 a tonne all palm oil stocks will be good to very good
25/11/2020 11:54 AM
calvintaneng As a rising tide of lifts all boats so rising cpo prices will be universally good for all palm oil share as a whole
25/11/2020 11:56 AM
apolloang WTK lost 169 mil also good?
25/11/2020 12:18 PM
calvintaneng remember kwantas ?

kwantas has no profit but losses after losses

kwantas all gave up and sold down from Rm1.65 to only 50 sen

no share buy back from kwantas or director

then suddenly Kwantas announces Rm1.65 privatise news

all chased and chased Kwantas above Rm1.40 over 200% up

So is Wtk

Wtk bosses bought as high as 50 sen
company constantly do share buyback

So look beyond one or two quarter losses

at least Wtk got give dividend

and who knows ?

wtk might offer a high privatisation price like Kwantas later
25/11/2020 12:50 PM
stockraider I still remember when sifu calvin 1st promoted Gloves beginning of the year, if Raider just listen to sifu calvin n buy....b4 the price spike up, raider would have make few hundred percent gain loh...!!

Raider regret did not follow & do it immediately, when gloves still at a very low affordable price loh...!!

Raider now realise plantation stocks are something like Gloves situation beginning of the Year mah...!!

Just buy b4 spike up loh...!!

Posted by calvintaneng > Nov 25, 2020 11:54 AM | Report Abuse

As cpo prices maintain above Rm3300 a tonne all palm oil stocks will be good to very good



Posted by calvintaneng > Nov 25, 2020 11:56 AM | Report Abuse

As a rising tide of lifts all boats so rising cpo prices will be universally good for all palm oil share as a whole
25/11/2020 1:11 PM


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