THE INVESTMENT APPROACH OF CALVIN TAN
PALM OIL BULL RUN CAUSED BY SEVERE DROUGHT IN SOUTH AMERICA SOYBEAN REGION, Calvin Tan Research
calvintaneng
Publish date: Wed, 25 Nov 2020, 12:11 AM
calvintaneng
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Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
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
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
R
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Discussions
Be the first to like this. Showing 15 of 15 comments
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
2020-11-25 07:48
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
2020-11-25 07:51
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
2020-11-25 09:14
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
2020-11-25 09:59
However, I have one losing making plantation co in my portfolio. Should I cut instead? Kindly enlighten me Calvin.
2020-11-25 11:37
Jtiasa has Rm98.9 million ppe mark down last qtr
This qtr should be good
2020-11-25 11:53
As cpo prices maintain above Rm3300 a tonne all palm oil stocks will be good to very good
2020-11-25 11:54
As a rising tide of lifts all boats so rising cpo prices will be universally good for all palm oil share as a whole
2020-11-25 11:56
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
2020-11-25 12:50
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
2020-11-25 13:11
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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
2020-11-25 00:31