THE INVESTMENT APPROACH OF CALVIN TAN
TOP 10 REASONS FOR INVESTING IN PALM OIL: 50% OF SUPERMARKET ITEMS GOT PALM OIL & OTHERS, Calvin Tan Research
calvintaneng
Publish date: Tue, 04 May 2021, 02:25 PM
calvintaneng
0 1,791
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.
Dear Investors/Traders of i3 Forum,
Today we are happy to share the Great Positives of Investing in Plantation shares especially Palm Oil
And these are the salient factors
1) PALM OIL IS USED IN 50% OF ALL SUPERMARKET ITEMS
From bread to biscuit; tooth paste to lipstick; from cooking oil to ice cream; from hair cream to hair shampoo. Palm oil is all pervasive
Think of how empty will be Super Market shelves without palm oil
SO PALM OIL HAS BECOME A NECCESSITY OF LIFE
2) PALM OIL IS THE COST EFFECTIVE VEGE OIL ON EARTH
It takes less lands to produce more oil than soybean, corn, groudnut, sun flower seed or olive oil
All others will take up more lands and labour and will sell for higher.
SO PALM OIL HAS A LONG TERM EDGE
3) PALM OIL IS VERY VERSATILE
It can be used as Food & also converted to Energy
Especially Energy as now Biodisel is being pushed as a green energy like ethanol for Soybean, corn & sugar
See Ethanol as fuel for only USD2.31 per gallon (On the right is normal gasoine at USD2.86 per gallon
WITH DEMAND FOR CORN, SOYBEAN & SUGAR AS ETHANOL PALM OIL ALSO BEING A BIODISEL FUEL WILL GO UP IN DEMAND
4) AND JOE BIDEN IS PIVOTING TO GREEN ENERGY
Since Palm Oil biodisel has no sulphur it is carbon neutral
See
23 Mar 2021 — Biden's Recovery Plan Bets Big on Clean Energy ... tied to countering the climate crisis — represents a major pivot in the way Democrats ... was under the Obama administration, climate change has become the centerpiece. ... “Thinking about addressing climate change through infrastructure is in itself not a ...
5) WHILE THE POPULATION OF THE WORLD KEEP INCREASING BY MORE AND MORE BILLIONS
Lands for Farming is getting less and less
So there is a long term demand but scarcity will propel prices upward
LAW OF DEMAND MORE THAN SUPLLY WILL CAUSE PRICE RISE OR INFLATION
SO PALM OIL IS A HEDGE AGAINST INFLATION
6) PALM OIL IS NOT JUST LAND BANKING: IT IS A BUSINESS BECAUSE IT IS A CASH CROP
Being a Cash Crop monies earned from Palm oil could be given out as dividend
Mhc Plant just gave a 5% dividend
ThPlant in good times gave out both high dividends & bonus
TDM use its Surplus Cash to invest in 4 Hospitals just like Kulim invested in KPJ Hospitals
7) LANDS ARE FOREVER: PALM OIL COMPANIES ALMOST SELDOM GO BANKRUPT LIKE OIL & GAS COMPANIES
O&G companies unlike Palm Oil have their Oil Rigs assets which go rusty and useless. So Swibor, Hin Leong, Sumatec, Perisai gone bankrupt
But Kulim at Rm2.60 was taken private at Rm4.10, TMakmur at Rm1.38 was offered privatisation at Rm1.80 & later raised to Rm1.90. Kwantas at 50 sen was a surprise. Sudden news of privatisation at a generous offer of Rm1.65
Long ago Golden Hope Plant, Austral Enterprizes & others were also taken private
So investing in Palm oil shares are quite safe as there is long term residual value retained in its Lands
Lands?
YES LANDS ARE FOR EVER
See
Berean Study Bible
Generations come and generations go, but the earth remains forever.
King James Bible
One generation passeth away, and another generation cometh: but the earth abideth for ever.
New American Standard Bible
A generation goes and a generation comes, But the earth remains forever.
Generations come and generations go, but the earth remains forever.
King James Bible
One generation passeth away, and another generation cometh: but the earth abideth for ever.
New American Standard Bible
A generation goes and a generation comes, But the earth remains forever.
AND MARK TWAIN SAYS,
"BUY LAND FOR THEY DON'T MAKE THEM ANY MORE"
8) YES MOST DEVELOPERS BUY LANDS FROM PLANTATION OWNERS
Long ago in Johor All Developers bought land lands from Kulim
And Kulim motto is below:
AS A RESULT KULIM WAS THE BIGGEST LAND OWNERS IN JOHOR
Housing Developers like KSL, DAIMAN, CRESCENDO, PLENITUDE AND OTHERS GOT TO BUY LANDS FROM KULIM TO BUILD HOUSES, SHOPS, FACTORIES & SHOPPING MALLS LATER
SO PALM OIL AND LANDS ARE CONVETED TO ASSETS WITH ADDED VALUE IN TIME
IOI puchong converted Rubber Estate to IOI MALL
Genting Plant converted its Palm oil to JOHOR PREMIUM OUTLETS
9) THE CONSTRUCTION OF ECRL RAILWAY FROM TUMPAT KEDAH TO PORT KLANG & PAN BORNEO HIGHWAY FROM SARAWAK TO SABAH Will Unlock the Land Values of All Plantion Land Value like never before
SO OVER A LONGER TERM INVESTING IN PALM OIL WILL BE VERY WORTHWHILE
YES
Robert Kuok's Wilmar made him the Riches Man in Malaysia
Everyone knows that
But the Big Surprise is Bill Gates
See
Bill Gates is now the largest farmland owner in America
Published: Jan. 16, 2021
Bill Gates may no longer be the world’s richest man, but he can claim a new title: America’s farmland king.
The billionaire Microsoft co-founder has become the largest owner of farmland in the United States by quietly buying up massive plots across the county, a new report says.
Gates’ portfolio comprises about 242,000 acres of farmland and nearly 27,000 acres of other land across 19 states, according to The Land Report, a magazine for land investors that tracks the nation’s biggest landowners.
BILL GATES SAW AHEAD OF HIS TIME THE NEED FOR INTERNET
HIS VISION WAS TO PUT A PERSONAL COMPUTER IN EVERY HOME
THAT IS NOW HISTORY
BUT BILL GATES BUYING LAGRE SWATH OF FARM LANDS ALL OVER AMERICA?
HE SEES SOMETHING FEW CAN SEE YET?
FOR THOSE WHO CAN "SEE" NOW HAS OPPORTUNITY TO BUY PALM OIL SHARES TO OWN LANDS THROUGH LISTED COMPANIES LIKE FGV, THPLANT, JTIASA, BPLANT, HS PLANT, WTK, TDM, CHINTECK & MANY OTHERS
BEST REGARDS
Calvin Tan Reserch
Please buy or sell after doing your own due diligence
In doubt consult your Remisier, Fund Manager or Real Estate Valuer
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
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Created by calvintaneng | Apr 06, 2024
Discussions
Be the first to like this. Showing 14 of 14 comments
Kulim after seeing the success of so many Johor Housing Developers finally decided to take Kulim private at Rm4.10
Today Kulim has converted palm oil lands in Pengerang and built two thriving housing enclaves
2021-05-04 14:36
And Matrix Concepts in Bandar Sri Sendayan bought it's lands from Felda.
Early Felda settlers after selling their palm oil lands decades ago turn into instant millionaires
If Felda (fgv) lands were so valuable decades ago imagine what will be the real current market value of all Fgv/Felda lands today ?
2021-05-04 14:56
Time to be a little bit more contraian in view of mkt at reasonable high level mah!
Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!
Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!
Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!
As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!
But this up 1 to 2 sen is chicken feed mah, why up so little leh ??
Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!
Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!
Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!
2021-05-04 16:00
Wtk, Jtiasa & Ijmplant
Ijmplant??
Ok Great Raider also like Ijmplant
Hmmm?
Ok Calvin will do a deep research on ijm plantation to night
2021-05-04 17:16
Another new record closing for May 2021 Fcpo future at Rm4,620 from yesterday record of Rm4,600...up another Rm20.00
What a powerful uptrending bull!
2021-05-04 19:27
Calvin, what ur opinion on Tocean. Lol! More powerful than ur oil pam stock.
2021-05-05 10:30
amateurJR
Tocean reminds me of Transmile
Transmile = Transfer your smile to cheating director
Tocean has all the same modus operandi like Transmile
Those who play and not careful will be transferred to the very bottom of the ocean and get buried there
2021-05-05 10:42
Uptrend in CPO prices have fail to translate any bull run in local plantation counters { unlike Singapore listed agricultural palm companies }
2021-05-05 10:44
It take a longer time loh...!
Just look at steel stock it took a long time but it has already transformed upwards surge mah!
The samething is good to happen to plantation loh!
Remember 2 of the most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!
U can emulate them now too mah....!!
Quickly Buy into palmoil plantation now b4 it price shoot up mah!
Time to be a little bit more contraian in view of mkt at reasonable high level mah!
Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!
Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!
Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!
As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!
But this up 1 to 2 sen is chicken feed mah, why up so little leh ??
Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!
Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!
Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!
Posted by Jonathan Keung > May 5, 2021 10:44 AM | Report Abuse
Uptrend in CPO prices have fail to translate any bull run in local plantation counters { unlike Singapore listed agricultural palm companies }
2021-05-05 10:52
The same applies to Lctitan, it take such a long time for it to transformed but transform it will mah!
When the wind start to blows...$$$$$$$$$$$$$ masuk pocket mah!
2021-05-05 10:56
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calvintaneng
https://goldenagri.com.sg/supermarket/
Click and view all the individual products for sale made from palm oil
2021-05-04 14:28