Dear Fellow Investors of i3 Forum,
Calvin has been watching very closely Palm Oil Stocks for more than 2 years now. And I think the time for Palm OIl & CPO stocks to perform has arrived:
And these are the TOP 10 REASONS for BUYING PALM OIL STOCKS:
1) PRICES UP 20% TO 25% SINCE YEAR 2015
I spoke to one Johor Buddy named K.E. Tan who owned Palm Oil Plantations in Johor.
He said that last year FFB (Fresh Fruit Bunches) was going for Rm400 a ton. This year January 2017 it went up to a high of Rm580 a ton. Now it hovers around at Rm500 a ton. So prices have gone up by 20% to 25%.
2) HIGH PROFIT MARGIN AT CURRENT CPO PRICES OF RM2,500 TO RM2,600 A TONNE.
Let me quote a fellow i3 Forum Investor's words here:
Posted by chongyo > Aug 6, 2017 08:18 AM | Report Abuse
My job for 30 years is closed linked to palm oil. CPO hovering at RM2,500-RM2,600 throughout 2017 coupled with strong yield recovery this year will see plantations laughing to the bank. Production cost is as low as RM1,300 for the efficient and bigger plantation and RM1,500 for the smaller players. What business give almost 50% Gross Margin ??
Even CPO at RM2,000 , no pure plantation company will NOT loss money.
So , buy pure plantation company like SOP which is grossly undervalued !
Notice our friend chongyo's words
My job for 30 years is closed linked to palm oil.
What business give almost 50% Gross Margin ??
Chongyo has 30 years experience in palm oil. And he stated that Palm oil current gross margin is 50%. This is better than most construction stocks or property stocks
3) WHILE CPO SURPLUS STOCKS HAVE DECREASED PRODUCTION OF FFB HAS INCREASED BY 30%
This double blessing of rising prices Plus Rising Fruit Yield is now a Double Blessing for all Oil Palm Owners.
4) AND PALM OIL RELATED EXPORTS HAVE INCREASED MORE THAN E & E GOODS BY PERCENTAGE
MAIN EXPORTS June 2017 % of % change (bln rgt) total vs year ago Electrical & 28.0 38.3 15.1 Electronic Products Chemicals and 5.2 7.1 4.5 chemicals products Petroleum products 4.7 6.4 -9.5 Palm oil & Palm-based 4.3 5.8 16.0 products Liquefied natural gas 4.0 5.4 97.3 Machinery 3.3 4.5 0.1 Manufactures of metal 2.8 3.8 -13.3 Optical and 2.2 3.1 -7.0 scientific equipment Rubber products 2.0 2.8 22.4 Crude oil 1.9 2.6 -1.0
As you can see Palm oil & palm oil based products are up 16% while E&E Exports are up 15.1%. Only rubber is higher at 22%
5) WHILE PRICES OF E&E SHARE PRICES HAVE GONE UP BY 100% TO 300% PALM OIL COUNTERS HAVE WEAKENED.
This shows us that most E&E stocks are now overvalued while Palm Oil related counters are grossly neglected & undervalue. Herein lies the Wonderful Opportunity to Bargain Hunt in All Oversold Plantation Stocks.
6) POWERFUL DROUGHT IN US HIGH PLAINS WILL SUPPORT CPO PRICES
6) RISING CRUDE OIL PRICES WILL BENEFIT CPO AS CPO IS USED AS BIODIESEL
The rise of Crude Oil has benefitted Hengyuan & Petron. We see both their share prices chased up.
Unbeknownst to all the Rise of Crude Oil Prices also benefit CPO & Palm Oil Stocks as CPO is also used as Biodiesel.
So it is a matter of time the market will discover this hapy corelation.
7) DISCOVERY OF PALM HUSK AS CHICKEN FEED WILL ENHANCE PROFITS
KUALA LANGAT: Malaysia can save up to RM500 million in the import cost of chicken and aquaculture feed annually if industry players know how to capitalise on the benefits of using palm husks.
Minister of Plantation Industries and Commodities Datuk Seri Mah Siew Keong, said this was because the use of palm husks for chicken feed had proven to improve the quality of the meat, while the poultry mortality rate would be lower than the industry average.
He said there were 45 factories in the country involved in the process of palm husks for poultry feed; however, they were more focused on cow feed.
Hence, Malaysia needed to import chicken feed and its cost which had reached up to 25 per cent of the total industry cost was viewed as too high, he added.
Due to this, the Malaysian Palm Oil Board (MPOB) and Sime Darby Plantation Sdn Bhd (SDP) have collaborated to develop the first pre-cleaning system for chicken and aquaculture feed from palm husks in a move to reduce the sector’s dependency on imported products.
“Malaysians consume 1.8 million chickens daily and the importers have to spend up to RM5 billion annually to meet the cost of the poultry feed.
“Chicken feed produced using the new system developed by MPOB and SDP will not only save on import cost, but the quality and safety of the feed can also be controlled,” Mah told the media after launching the pre-cleaning system here yesterday.
He said the pre-cleaning system, which had been implemented by SDP since October last year, was targeted to meet up to 10 per cent of the chicken and aquaculture demand annually.
In another development, he said palm oil exports in the first three months of this year increased RM3.31 billion or 37 per cent compared with the same period last year.
He said even though the export was lower at 3.65 million tonnes this year from 3.69 million tonnes last year, the increase in export value met the ministry’s target.
“This is a good development and it showed that the oil palm industry is also an important economic sector for the country,” he said.
Meanwhile, SDP managing director Datuk Franki Anthony Dass said the chicken and aquaculture feed product under the ‘Purafex’ brand produced by the company was cheaper than soy- and corn-based products.
“Before this, SDP only produces cattle feed. However, the system that is fully funded by MPOB has allowed the company to embark on a new business.
“We are targeting chicken-based fast food companies as a business prospect as poultry fed on Purafex produces healthier meat and less fat…Purafex can also be an alternative to products based on soy and corn,” he said.
In a separate statement, SDP said Purafex, could lower the production cost of chicken feed by about 10 per cent, or RM180 per tonne.
It said poultry feed accounted for up to 70 per cent of the poultry industry’s total production cost, mainly due to imported ingredients such as maize and soy, leading to an average of RM5.6 billion yearly expenditure on animal feed and about 55 per cent of that on importing maize. — Bernama
8) TRUMP'S TRADE WAR WITH CHINA WILL CAUSE CHINA TO TURN TO MALAYSIA FOR CHEAPER PALM OIL THAN US SOY.
Already a friend of China in the South China Sea Islands dispute Malaysia being an ally of China can expect more orders of CPO from Malaysia. This coincides with the uplift of bird nest ban from Malaysia.
9) PALM OIL WAS THE ONLY GROUP OF STOCKS THAT WITHSTOOD THE ASIAN FINANCIAL CRISIS & ALSO THE LEHMAN BROTHERS' CRISIS FOR YEARS 1997/8/9 & 2007/8/9
3) This is the Most Important lesson of all. Mr. Liew from Tawau bought those Oil Palm lands for only Rm500 an acre in those days. In year 1993 he sold half his plantations and moved to KL & started a Used Car Company in Kajang called Helang Camar. The timing was impecabble as he was in the midst of the GoGo Years before the Asian Financial Crisis of 1997/8.
Times were great and he was doing a roaring business. Monies kept rolling in and piling up! He was so happy with the fast pace of money making in KL compared to the slow snail and dull business of tending oil palm plantations in Sabah.
He wanted to sell off the other half of his slow moving oil palm business in Tawau, Sabah and put all his capital into KL's Car Business. This was in year 1996 - near the very peak of the Boom!
At this time Used Car Dealers would make multiple bookings for New Proton & Perodua Cars. Some booked 50 units & some booked in hundreds. Waiting list for cars stretched from 4 months for a Proton Wira to as long as One Year wait for a New Proton Perdana!
To get hold of a New Proton Perdana then you have to pay as much as "Rm10,000" extra! to get one. Such was the extremely over heated market of the GoGo Years.
I was happy to have warned him not to do so as the future is unknown (Asian Financial Crisis arrived in 1997 just one short year away)
And when the Asian Financial Crisis Struck! All the 3 years of accumulate profits that Mr. Liew made were wiped out in just 3 short months! At that time a Proton Iswara 1.3 worth Rm33,000 before the crisis could crash 50% to only Rm16,500 (50% Value Wiped Off in just months)
So many gone bankrupt with the twin collapse of KLSE (Crash from a high of 1332 to its lowest at 262 points) & all assets (Houses, cars, businesses - everything fell like tent pins in unison.) There was no escape but facing total lost and imminent bankruptcies for all those who over leveraged.
It was during these dark and bleak times that Oil Palms gave him solace. And to his surprice CPO prices shot up! And lifted him from his gloom and compensate his losses in his Used Car Business.
Extracted from THE IMPORTANCE OF DIVERSIFICATION
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/128358.jsp
10) WHILE ALL OTHER CLASSES OF STOCKS HAVE WITNESSED ROTATIONAL PLAY PALM OIL COUNTERS ARE YET TO COME INTO FOCUS.
This is the main reason why Calvin Tan Research is extremely bullish on all CPO and Palm Oil Related Counters.
From such a low base. With rising prices. Rising production. Rising exports now beating even E&E exports. With ongoing US Drought in the High Plains. With Rising Crude Oil prices lifting up Biodiesel prices. With China as an ally to buy more CPO from Malaysia.
THIS IS NOW THE TURNING POINT FOR ALL OIL PALM STOCKS
JUST TAKE POSITION EARLY NOW FOR A MULTI YEAR UPSIDE POTENTIAL
Warm regards
Calvin Tan Research
Republic of Singapore
NOTE:
Calvin holds many Palm Oil Stocks
My Top 2 are CBIP & DUTALAND
I think DUTALAND is now Very Undervalue
Created by calvintaneng | May 04, 2024
Created by calvintaneng | May 02, 2024
Created by calvintaneng | Apr 29, 2024
Created by calvintaneng | Apr 27, 2024
peter lim from 10 mil to 1.5bil....datuk calvin from 7.5cts to 36cts make 280k or 2.8 mil? anyway congrats to u datuk calvin
2017-08-18 00:13
LAST NIGHT DOW CRASHED BY 274 POINTS
PALM OIL STOCKS SURVIVED BOTH THE ASIAN FINANCIAL CRISIS AND THE SUBPRIME CRISIS.
AND WILL SURVIVE EVEN IF DOW CRASH BY 2,000 POINTS!
SO STAY SAFE!!
2017-08-18 08:37
Calvin, you can have the last laugh. Dutaland is surging..
I bought it at 43.5 sen and enjoying 10% return in 2 weeks.
2017-08-18 19:11
@chongyo,
dont be a joker and a laughing stock.
shout when u hit 100% return in 6 mths for a penny stock.
u dont see good traders shouting even if they hit 100% return in 6mths for a penny stock.
2017-08-18 20:34
@patron,
dont know why these jokers with a 10% profit want to shout abt.
those holding mbsb for the past yr got more to shout abt. quite a few got in below 1 and now is laughing to the bank for the rest of the yr.
2017-08-18 20:42
coincidentally I have mbsb at 0.92. unlike Tan Eng I have been buying n holding uptrending tech , finance n constructions stocks while this idiot doing the exact opposite
2017-08-18 20:46
WAHAHA
SEE I BOUGHT MEDIA PRIMA AT 68 SEN?
NOW 75 SEN. AND GOING TO CROSS RM1.00 AGAIN.
AS FOR DUTALAND?
TARGET TO GO BACK TO RM1.60. So go up 300%
HUHUHU!!
2017-08-18 21:02
Joetay, 10% profit in 2 weeks is no good ?? You must be the biggest joker in town. It annualised to 280% . Hope you understand what is annualised return.
Why should you feel so great about having MBSB at $1 ? I hold 3 mil share of MBSB at $0.68 thru' buying the rights when the rights was traded. I bought further 500K share when the price slip to $1.18 on 11th Aug.
Don't be overly proud of yourself.
2017-08-18 21:03
CHONGYO,
I HAVE LOTS OF FRIENDS IN REAL LIFE.
IN CYBERSPACE I DON'T THINK I HAVE MANY ENEMIES.
YOU SEE.
ALL MY ENEMIES IN IFCA WERE ALL MISLED BY SYNDICATES AND GOT DESTROYED.
I MANAGED TO SAVE SOME. THOSE WHO LISTENED TO MY WARNING. THEY CALLED ME IN SPORE TO THANK ME.
SORRY FOR THE OTHER 90% WHO THOUGHT I WAS THEIR ENEMY IN IFCA. IN THE END THEY SWALLOWED THE LIES OF SYNDICATES AND PERISHED. ALL 90% OF THEM FOOLS!
HA!
THEN SYNDICATES GOT ANGRY WITH CALVIN.
SO SYNDICATES PAID CYBER THUGS TO COME AFTER CALVIN. SEE GOT PATRON. AND GOT JOHN LU. LAST TIME GOT GOWINGO AND WINGOGO AND MANY OTHERS. I SUSPECT STOCKMANMY ALSO PAID BY SYNDICATES.
SO DON'T BE FOOLED.
SYNDICATES ALSO POST CON STOCK TO GORENG UP AND CATCH SORCHAI. THEY PAID CHEERLEADERS TO POST MULTIPLE NEWS FROM DIFFERENT ID TO CON SUCKERS. ONCE UP THEY DUMP TO SUCKERS.
SEE CONMAN STOCKS LIKE XOX. VSOLAR. SUMATECH AND IFCA.
IF YOU OPPOSE THEM THEY EVEN GO AGAINST TO GET YOUR IC AND POST IT. SEE THEY ARE NOT AFRAID TO DO EVIL TO ACHIEVE DAMNABLE PURPOSES!
THEY WILL ALL GET JUSTISE. GOD IS GREAT!
2017-08-18 21:33
datuk calvin ur butaland can hit 60cts on the 60th merdeka on 31st aug? u didn't see closing why got so many buyers? hahaha
2017-08-18 21:42
@chongyu,
judging by the fact that u can boast having a 10% gain in 2 weeks, we all know u r a joker. can u guarantee me that u can make 280% in a yr just holding that stock????
so how much did u pay for the or to get 0.68?? if u r buying the amount that u say u r buying, i dont think u can get that many @ 9 cents as the or price shot up the minute trading started.
2017-08-18 22:05
ok 1 way to prove,tell him to put 1 million buyers for dutaland for us to see. put only no need to really buy to see him really can key in or not?
2017-08-18 22:39
all also can say.....many big small river in this forum.....lose dare not say, make a bit say make a few million.....show prove lah,if can. just key in buyers or sellers a lot then withdraw for us too see,no need just kaki kong kaki song
2017-08-18 22:41
lol if fund size is big enough you won't bother to look at Calvin's picks. low quality illiquid penny stocks. maybe his fund is so little that liquidity does not bother him at all.
2017-08-18 23:09
@appolloang,
exactly.
by checking on past info, u can know who is joking and who is not.
acceptance for mbsb or is more than 100%, meaning most holders r exercising their entitlements, thus their average cost price will be ard 0.89 and for those lucky to buy ors, the or price will definitely be above 0.2 since exercise price of 0.59 is below theoretical of 0.89, so the px average of 0.68 as quoted by @chongyu is not possible unless he managed to con someone into selling the or @ 9c.
the only time that one can get mbsb @0.685 is during the drop in end jul16 but as @chongyu stated, he bot mbsb thru the or, so his cost is definitely higher than his stated 0.68 by theoretical calculation.
2017-08-18 23:30
Posted by gushan > Aug 18, 2017 09:39 PM | Report Abuse
Calvin, i think you are very talented. Do you write books? Any books?
Thank you.
I am trying to finish one book first
see
www.inspiretopray.com
2017-08-18 23:33
@patron
by looking at @calvintaneng stock picks, an experienced punter can tell at once that he is a joker.
btw, ur portfolio holding sectors of tech, finance and construction r very similar to mine.
lol
2017-08-18 23:45
I think should buy palmoil stock because it offer very good value.
However, i think we should pick palmoil stocks with good corporate governance like bplant, cbip and kim loong, these stocks offer good dividend while we wait for capital appreciation to come in.
2017-08-19 09:22
Good morning,
A RISING TIDE LIFTS ALL BOATS SO RISING CPO PRICES PLUS RISING PRODUCTION OF FFB (fresh fruit bunches)
See the another confirmation by Swkplant's latest result:
Posted by calvintaneng > Aug 19, 2017 11:24 AM | Report Abuse X
Another GOOD SIGN that both CPO prices & production have increased
Review of Performance
Six months ended 30 June 2017 vs Six months ended 30 June 2016
The revenue of the oil palm operations increased by RM40.3 million to RM192.1 million in the current
financial period compared with RM151.8 million reported in the corresponding period of the preceding year.
The increase was principally attributed to the effect of higher realised average selling prices of CPO and PK
and higher sales volumes of CPO and PK.
The average selling prices of CPO and PK had increased approximately by 17.8% and 16.4% whereas the
sales volumes of CPO and PK had increased by approximately 7.9% and 5.6% respectively for the current
financial period.
The gross profit and profit before tax for the oil palm operations increased by RM24.7 million and RM23.5
million, respectively for the current financial period as compared to the corresponding period of the preceding
year, in line with the increase in revenue during the current financial period.
2017-08-19 11:31
ANOTHER POWER BOOSTER FOR CPO IS SOY OIL FUTURE TRENDING AT UPPER RANGE NOW
See
http://www.cmegroup.com/trading/agricultural/grain-and-oilseed/soybean-oil.html
2017-08-19 11:33
Joetay and Patron,
Why do you waste time to analyse if my cost is really $0.68 or if I really hold 3.5 mil share of MBSB ?? All that really NOT your business as I have no intention to share my profit with you.
From this episode, I can see that you feel UNHAPPY to see people succeed and make money, be it small money. You feel UNHAPPY when you know people is "better" than you. This is sign of inferiority complex from psychology point of view.
You may still remember that I congratulated you for making $300,000/= profit a year base on $2mil capital (15% return). I mentioned to you that to achieve average 15% return on consistent basis over long term is really commendable.
So, don't get irritated when someone share the joy of making small profit. Be generous to share the experience and you will be rewarded along the way.
2017-08-19 12:11
Calvin, Don't bother to explain as I was just pulling your legs.
I think you really have some solid recommendation and more importantly you provided us the basis of your recommendation for us to further analyse.
I like your Dutaland and JTiasa.
2017-08-19 12:16
@chongyu,
i like exposing jokers for what they r.
for someone who supposedly made a 100% profit in a year yet boast abt having an annualized 280% profit (based on a 10% gain in 2 weeks), u r a funny one, since no one will boast of such a minute return on penny stocks.
and by refusing to comment my analysis on the or, u have given the impression that u r plucking the figures from the air.
since u like to boast, u shld have boasted abt the mbsb, not duta. so we just exposed the dilemma of ur human nature.
2017-08-19 14:00
Soy Oil Prices Up
http://www.cmegroup.com/trading/agricultural/grain-and-oilseed/soybean-oil.html
2017-08-20 19:49
For real bro? I saw the WhatsApp profile has gospel. Sounds like something that Tan Eng will preach.
2017-08-20 20:00
Montana news confirm Drought is intensifying
http://abcnews.go.com/US/wireStory/wildfire-leads-evacuations-montana-49281793
2017-08-20 20:17
Calvin, recently SGX Bumitama n Golden Agri reported their Q results.
Great contrast. Bumitama with average palm age of 8.9 show spectacular result.
A more than 100% q to q result whereas Golden Agri result drop q to q cause of old trees. Likely jtiasa will have spectacular q result in the oil palm sector as their average Palm age is lower than Bumitama? Hope the timber sector loss would not b substantial.
2017-08-20 23:45
Seek
I bought Singpost in Spore. Am waiting for cheaper entry price for Golden Agri.
As for JTiasa & Rsawit its subsidiary both have substantial oil palm trees in prime areas.
Uncle KYY should sell off his Jaks & Sendai and buy back all his JTiasa shares in stead.
Too bad. He cannot sell any Jaks or Sendai or both will collapse.
That is why
FOUND A GOLD MINE?
STICK WITH IT
SOMEDAY, SOMEWHERE UNCLE KYY MIGHT ALSO STEP ON A LANDMINE
ALREADY GOT ONE LANDMINE IN XINQUAN. NOT ANOTHER ONE, OH BOY!!
2017-08-20 23:52
Seek
No. Montana 3rd Top crop is Pea
See
http://www.farmflavor.com/montana/montanas-top-10-agricultural-products/3/
And pea is similar to soy where China imports & crush it for oil & as feed meal for animals
2017-08-20 23:57
Hi Mr calvin, sorry to trouble you. You have any Sg counters to recommend?
2017-08-21 00:00
Calvin, Bumitama much better than Golden Agri!
Got dividend.
SingPost lagging our Pos!! Sleeping.
Notice big lot transaction in muiprop. What's up?
2017-08-21 00:01
Think i need to make my grand entry back to sgx where it all started. been years since i went back. So any place for me to start at
2017-08-21 00:03
Posted by hollandking > Aug 21, 2017 12:00 AM | Report Abuse
Hi Mr calvin, sorry to trouble you. You have any Sg counters to recommend?
I have Singpost.
Lately price gone down due to its blunder in the US. So I took opportunity to add more. Singpost is a monopoly and Alibaba/Tamasek are Top Holders. So won't die.
I also like Old Chang Kay & BreadTalk. Waiting for cheaper entry price.
2017-08-21 00:11
Posted by Seek > Aug 21, 2017 12:01 AM | Report Abuse
Calvin, Bumitama much better than Golden Agri!
Got dividend.
SingPost lagging our Pos!! Sleeping.
Notice big lot transaction in muiprop. What's up?
Ok, I will do a study on Bumitama. Thanks for the suggestion.
Like both Singpost & POS Malaysia. See, I got POS through DRB 53.5%?
2017-08-21 00:13
Ioi boss got 30% of Bumitama . He is very good in oil palm industry.
With d latest q result stock move only 3%. If in Malaysia at least 30% up.
Different valuation in spore.
2017-08-21 00:25
now i know what a joke u r, @calvintaneng.
pea is in no way similar to soybean. it cannot be crushed to extract oil and is only used as a supplement in animal feeds.
2017-08-21 00:30
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2018-05-01 17:46
calvintaneng
LISTEN LISTEN LISTEN
CALVIN BOUGHT PM CORP AS LOW AS 7.5 SEN (ALL TIME LOW)
99.99% DIDN'T BELIEVE IN PM CORP THEN
WHO BELIEVED
CALVIN AND CALVIN ALONE!!
THEN ONE DAY
KABOOM!
PM CORP JUMPED TO 36 SEN
PM CORP UP 500% FROM ITS ROCK BOTTOM LOW!!
SO NOBODY BELIEVE?
NEVER MIND
ONE PERSON DARE TO BELIEVE!!
END OF A TRUE LOVE STORY!!
WAHAHA!
2017-08-18 00:01