THE INVESTMENT APPROACH OF CALVIN TAN

FGV (5222) Fantastic Golden Venture: Biggest Rubber & Palm Oil Exposure & Its Grossly Undervalue Golden Lands, Calvin Tan Research

calvintaneng
Publish date: Wed, 11 Nov 2020, 01:07 AM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.

Hi guys,

Lately FGV has come into Focus. Budget Speech mentioned Govt giving Rm400 Millions to help settle Felda settlers' loan interest.

Billionaire Malay Tycoon Syed Moktar offering to Inject Tradewind Assets into FGV.

What is happening?

These are some Amazing Discoveries!

1) FGV has been sitting on Golden Land Assets throughout Malaysia with Book Value as low as 7 sen Per sq ft.

Please refer to FGV Annual Report

Scroll down to Top 10 Properties Owned by FELDA & FGV

FGV Has Plantations, Mills, Warehouses, Refineries in

Sabah, Sarawak, Pahang, Johor, Perlis, Kelantan, Trengganu, Negeri Sembilan, Perak, USA & Many other areas

All these were leased to FGV for 99 years by Felda commencing in year 2012

Aha! But these lands were sold as early as year 1956 by the First Prime Minister of Malaysia - Tunku Abdul Rahman at token sums to Settlers. Many of these lands are located near City Centres & now worth its value in gold

With the Plus Highway, ECRL, Central Spine Highway, East West Highway, West Coastal Expressway, Gemas- Johor Double Tracking Rail Link, Pan Borneo Highway access; all Felda lands have appreciated by leaps & bounds

Let us take a look at one at Top number 4 properties listed

4. Johor Darul Takzim
Inas Selatan, Kledang 02, Maokil 06, Maokil 07,
Nitar Timur, Paloh, Tenggaroh 09, Tenggaroh
11, Tenggaroh 12, Tenggaroh 13, Tenggaroh
Timur 02, Palong Timur 04, Palong Timur 05,
Semencu, Pasir Gudang, Semencu, Bukit
Besar, Air Tawar, Penggeli, Kahang, Lok
Heng, Selanchar 2A, Tenggaroh 4, Adela,
Moakil, Nitar, Selanchar 2B, Belitong, Wa Ha,
Tenggaroh Timur, Kulai, Plentong, Tanjung
Langsat Industrial Complex
 
Tenure: leasehold
 
 
Lease expiring: 2018 to 2111
 
 
Land size 33,914 hectares
 
 
Year of acquisition 2012 to 2015
 
Net Book Value: Rm265,873,000
 
Ok so good
 
Let us take a look at some familiar places
 
And these ones Stood Out
 
Pasir Gudang
Kulai
Plentong
Tanjung Langsat Industrial Complex

And Note:

TYCOON SYED MOKTAR HAS TWO HIGHLY SUCCESSFUL HOUSING ESTATES IN PLENTONG

1) BANDAR SRI ALAM (Also known as the City of Knowledge with 7 Universtities, Regency Hospital, Banks, Tesco Supermaket, McDonald Drive Through & Many others

2) TAMAN SRI AUSTIN (Highly successful Middle Upper Class enclave with phase after phase SOLD OUT)

SYED MOKTAR WILL BE THE BEST CANDIDATE TO UNLOCK VALUE FOR FELDA WITH HIS HIGH QUALITY MANAGEMENT AND VALUE ADD

UM LAND was once traded near Rm1.17 (like FGV now). SYED MOKTAR GAVE A VERY GENEROUS RM3.00 TO PRIVATISE UMLAND WHICH OWNED PALM OIL LANDS IN PLENTONG

Note: TMakmur was taken private by the Pahang Royalty. It has both plantation & lands in prime areas have been turned into housing enclaes.

Kulim was also taken private by Johor Corp.  It has maintained its Palm Oil plantations but unlocked the value of those near Pengerang RAPID by turning two big pieces into housing estates. 

SO IS SYED MOKTAR WITH UMLAND

Today he has proven to be a great success turning Bandar Sri Alam & Taman Sri Austin into thriving Townships

Now let us calculate the actual value of these lands

 

Land size 33,914 hectares
 
Net Book Value: Rm265,873,000
 
To get per sq feet value first convert hectare to acre
 
1 hectare equals to 2.471 acre
 
So 33,914 acres x 2.471 = 83,801 acres
 
So multiply  83,801 acres by 43,560 to sq feet = 3,650,371,560 sq ft
 
Wow over 3.6 BILLION S FT LANDS IN JOHOR ALONE!
 
Now to get price per sq feet
 
Divides Rm265,873,000 by 3,650,371,560 = 0.072 sen
 
PHEW!!! ONLY 7.2 SEN COST PRICE PER SQ FEET?
 
How much an acre a we work backward
 
So 0.072 x 43,560 = Rm3,136 per acre
 
No wonder many parties are now interested in these Fantastic Golden Lands at only 7.2 psf
 
And these lands are now planted with Palm oil, Rubber, Sugar & others including Palm oil Mills, Warehouses & other buildings
 
But that is not all there is
 
PALM OIL PRICES, RUBBER PRICES & EVEN SUGAR PRICES ARE NOW AT ALL TIME HIGH AGAIN
 
CAN EXPECT FGV TO TURN OUT MORE SPECTACULAR RESULTS
 
YESSSS!!!
 
IN THE NEWS ALREADY
 
1) CHIN TECK REPORTED A PROFIT OF 111%
 
2) UPLANT ALSO REPORTED MORE THAN 50% PROFIT
 
3) OVER HERE IN SINGAPORE WILMAR HAS SEEN 20% INCREASE OF PROFITS (WILMAR IS WORLD BIGGEST)
FGV BOUGHT 51% SHARE OF MSM SUGAR PANTATION FROM ROBERT KUOK
 
4) BUMITAMA ALSO REPORTED 48% PROFIT
 
HOW MUCH PROFITS WILL FGV GENERATE?
 
YET TO BE SEEN. ONLY ONE OR MORE WEEKS AWAY
 
 
 
BEST REGARDS
 
Calvin Tan Research
Singapore
 
Disclaimer

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.

 
 
Discussions
Be the first to like this. Showing 7 of 7 comments

calvintaneng

UMLAND taken private at Rm3.00

And now transformed Bandar Sri Alam

See https://bandarserialam.com/

2020-11-11 07:10

calvintaneng

Syed Moktar also transformed Sri Austin Land into A Par Excellence Housing Enclave: He is a developer of distinction

See https://www.seriaustin.com/

2020-11-11 07:13

byehisello

tqvm for the info yesterday bought some today buy a bit more

2020-11-11 08:16

calvintaneng

Tropicana buys 308 acres of land in Pahang for RM400 mil to expand its landbank

https://www.theedgemarkets.com/article/tropicana-buy-308-acres-land-pahang-rm400-mil-expand-its-landbank

These Bentong lands are worth Rm1.29 MILLIONS AN ACRE?

SEE HOW CHEAP IS FGV LANDS

ONLY Rm3,200 PER ACRE

THAT IS WHY FELDA, GOVT & SYED MOKTAR ARE ALL INTERESTED IN FELDA & FGV

BETTER LOAD UP FGV SHARES WHILE CHEAP, UNLOVED, UNWANTED AND OVERLOOKED

2020-11-11 13:42

calvintaneng

FGV (5222) THE STOCK THAT WILL BENEFIT THE MOST FROM RUBBER, PALM OIL & SUGAR PRICE SURGE, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-12-story-h1536400572-FGV_5222_THE_STOCK_THAT_WILL_BENEFIT_THE_MOST_FROM_RUBBER_PALM_OIL_SUGA.jsp

2020-11-12 22:32

calvintaneng

Post removed.Why?

2020-11-15 17:21

calvintaneng

Go go power ranger!

2020-11-18 08:51

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