THE INVESTMENT APPROACH OF CALVIN TAN
VERY LONG TERM STRUCTURAL POSITIVE FOR PALM OIL: GLOBAL SHIFT TO BIODISEL IS THE GAME CHANGER, Calvin Tan Research
calvintaneng
Publish date: Wed, 26 May 2021, 08:44 AM
calvintaneng
0 1,801
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 of i3 Forum
Here is a Very Good News for PALM OIL
Global Food Prices Soaring As Demand For Biofuels Continues To Climb
As many of the world's governments continue pushing to a greener future, the energy transition is colliding with another challenge facing the world as it struggles to emerge from the pandemic: skyrocketing food prices.
Many energy companies plan to increase their biofuel capacity by 2030, mainly using crops like corn and soybean oil as a major feedstock.
But such a move is driving price inflation for a host of commodities and vegetable oils, including palm oil, canola and soybean oil. Meanwhile, corn, oil, copper, and gasoline futures prices have all doubled from a year ago while lumber has more than tripled.
Simply put, accelerating demand for renewable biodiesel fuels is directly responsible for a worrying commodity price inflation.
Food costs have been pushed to their highest in seven years in a price boom reminiscent of the China-led commodities supercycle which helped precipitate the world into a food crisis earlier this century. Demand for vegetable oils in North America is growing so fast that the region risks going from a surplus to serious shortfalls in less than a decade.
Low carbon fuels
A big reason why the demand for renewable biodiesel fuel has skyrocketed is California's Low Carbon Fuel Standard (LCFS) rule. The rule is designed to lower California's carbon intensity from transportation fuels and provide a range of low-carbon renewable alternatives.
Created in 2011, LCFS is a market-based program that focuses specifically on reducing the carbon intensity of fuels used in the state and aims to reduce greenhouse gas emissions throughout the state by 20% by 2030 and 80% by 2050.
To this end, Phillips 66 (NYSE:PSX) is in the process of converting its San Francisco area oil refinery into one of the globe's biggest renewable fuel plants.
And, it's clearly having a huge impact on food commodity prices.
"The entry of legacy petroleum companies has spun this industry on its ear. The market has tightened so much the food side was caught off guard," John Jansen, vice president of strategic partnerships at United Soybean Board, has told Bloomberg.
JPMorgan Chase & Co estimates that under Biden's Climate Plan, U.S. production capacity for renewable diesel will jump almost sixfold by the end of 2024.
Soaring commodity prices have raised serious doubts about whether the fiscal and monetary policies designed to buffer the economy during the pandemic are now working against it.
To be fair, the economic reopening has been bumpy due to factors such as depleted inventories leading to big restocking orders and putting premiums on near-term deliveries of raw materials. Jammed supply lines are creating pockets of scarcity and adding costs that are passed directly on to consumers.
Commodity bull market
But then again, the entire commodity market is experiencing a major boom thanks to the massive stimulus by the world's major economies.
Factories are humming and consumers are spending again, helping to trigger a broad commodity rally thanks to the so-called reflation trade.
In fact, Wall Street is now predicting a new commodity bull market that will rival the oil price spikes of the 1970s or the China-driven boom of the 2000s. Market experts, including Goldman Sachs, believe the commodity boom could rival the last "supercycle" in the early 2000s that powered emerging BRIC economies (Brazil, Russia, India, and China).
These expectations are supported by the fact that the price movement of most commodities has historically been both seasonal and cyclical. Peering at the 10-year charts of leading commodities reveals a clear pattern of mean reversion where prices tend to oscillate backward and forward towards their mean or average.
Calvin comments:
PALM OIL IS A GREEN ENERGY BECAUSE
1) IT DOES NOT CONTAIN SULPHUR OR OTHER TOXIC SUBSTANCES
No danger to human health
2) IT IS 100% BIODEGRADBLE
All the produce from palm oil will biodegrade and return to the soil unlike Solar panel made from aluminium & other substances. They are Not biodegradable. Only Palm Oil is 100% green
3) PALM OIL IS MOST EFFICIENT TO PRODUCE.
Takes up only 1/7 or 14% of land needed to produce 1 ton of oil compared soybean
Saves lots of space
4) LOWEST COST
No other Vege oil can come close to the low low price competitiveness of palm oil
5) DEMAND WILL INCREASE FOR A VERY LONG TERM
Population will grow on earth but land for cultivation is limited. Palm oil is used in 50% of all Supermarket products
So demand will always increase
6) CLIMATE CHANGE FOR CHANGE FROM FOSSIL FUEL TO BIOFUEL
Fossil fuel dug out from the earth will increase earth temperature becasue IT UNLEASH CARBON STORED UNDER THE EARTH
Palm oil gets its energy from the sun, air & soil is carbon neutral.so it does not increase earth temperature
7) PHILLIPS 66 Turned Fossil Refinery to be the World's 1St Biggest Biofuel Refinery
As corn, Soybean & Sugar get converted to biofuel their Prices Must Rise
So the Rise of Soyoil will lift up Palm Oil. Because our world is small and things are co-related
THIS IS A STRUCTURAL CHANGE FOR PALM OIL FOR A LONG LONG TIME TO COME
BEST REGARDS
From Calvin Tan Research
Over the Years See how Boats/Ships are Powered
Above is Dragon Boat Race Powered by Human Strength (Cheered by a Drummer or in Stock market A syndicate leader)
Once race is over the boat (stock) idle)
Idle boat & silent drum below
WIND ENERGY
Those times when Ships were powered by the Wind
Only can sail when Wind is favorable (Other times must not sail as there is no wind)
Ships powered by Burning Coal (Internal combustion )
Powered not by human strength or wind energy
Dirty & polluting. All phased out by now!
Ships powered by Gasoline or Diesel
AND FINALLY THE POWER OF BIODISEL
ECO SKY PLANES USING BIODISEL AT LAST!!!
IMAGINE A NEW WORLD POWERED BY BIODISEL OF PALM OIL
IT IS CLEAN & GREEN. 100% BIODEGRADABLE. CHEAPEST TO PRODUCE. USE THE LEAST LANDS & PROVIDE JOBS FOR MILLIONS
ABOVE ALL 100% RENEWABLE AS SUN, RAIN, EARTH ENDURE
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Discussions
1 person likes this. Showing 30 of 30 comments
Energy from wind can last as long as the wind is blowing in the right direction
When the wind changes its direction then a different destination
https://www.theguardian.com/world/2019/oct/23/sailing-ships-cleaning-up-sea-transport-oceans
2021-05-26 20:31
Energy from Coal creates steam power which is dirty
Example is the Titanic
All these dirty energy ships phased out
Later all coal fired power plants will also be phased out
https://titanicll.wordpress.com/titanic-ii-the-funnels/
2021-05-26 20:34
Energy from Fossil Fuel like Petrol or Diesel will also be phased out due to climate change initiative
https://www.macgregor.com/Products/merchant-cargo-and-passengers/cruise-ships/
2021-05-26 20:37
Summing it up
Energy from human strength is short lived
Energy from Wind is Seasonal. So it is unreliable
Energy from Coal is dirty & polluting
Energy from Fossil Fuel releases carbon & will heat up the atmosphere. So will be phased out
FINALLY THE REAL GREEN ENERGY = BIODISEL 100% FROM PLANTS (BIODEGRADABLE)
Carbon neutral & 100% Green
See
https://lloydslist.maritimeintelligence.informa.com/LL1130229/Biofuels-approaching-commercial-use
2021-05-26 20:44
Calvin, you promote palm oil counters so aggressively and yet their prices won't go up. Why?
2021-05-26 21:45
this pastor from singapore mana boleh pakai one, delete his posts in supermx & topglove and lari.
2021-05-26 21:47
chkhooju
Calvin, you promote palm oil counters so aggressively and yet their prices won't go up. Why?
26/05/2021 9:45 PM
Good question
Precisely Palm Oil Prices still so cheap that Calvin still highlight the Good Prospects of Palm Oil
When Palm Oil shares Are High You Won't See Calvin promoting anymore
Last time Calvin promoted Jaks at 40 sen when not one soul wanted
After Jaks crossed Rm1.00 it became a very hot stock & Calvin stopped promoting & started warning to sell Jaks
Same goes for Prestar (Steel) when it was only 43 sen
Yes Prestar was forty three sen & NODODY WANTED ANYTHING TO DO WITH PRESTAR THEN
See https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-07-06-story-h1509770267-PRESTAR_9873_Or_Pre_Star_Buy_Before_it_Turns_into_A_STAR_Calvin_Tan_Res.jsp
NOW LISTEN!! CALVIN NO LONGER PROMOTE PRESTAR AS PRICE ALREADY UP SO MUCH
IN FACT IF YOU GOT PRESTAR CALVIN NOW TELL ALL TO SELL PRESTAR!
LISTEN LISTEN LISTEN
SOME DAY IN THE FUTURE
MANY MANY SIFU / GURU/ TEACHER WILL TURN BULLISH ON PALM OIL JUST LIKE THEY TURNED BULLISH ON PRESTAR
BY THEN TOO LATE!!!
2021-05-26 21:54
Posted by ooi8888 > May 26, 2021 9:47 PM | Report Abuse
this pastor from singapore mana boleh pakai one, delete his posts in supermx & topglove and lari.
Hahaha
That was the appetizer
THE MAIN COURSE ON THE WAY SOON
Stay tuned
My Next Article On Glove Coming Up Soon
2021-05-26 21:56
ooi8888
I have kept to my promise
Here is the Article
Read carefully with an open mind
WHY GLOVES ARE FACING HEADWINDS (AS ILLUSTRATED BY CRYSTAL CLEAR EXAMPLES), Calvin Tan Research
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-26-story-h1565270772-WHY_GLOVES_ARE_FACING_HEADWINDS_AS_ILLUSTRATED_BY_CRYSTAL_CLEAR_EXAMPLE.jsp
2021-05-27 00:31
...... Not only that Calvin...
We are also feeding more than 8 billion people across the globe
Best industry to be in...
Briyani with palm oil.... So delicious..
Calvin is also one step ahead of the pack... So clever
Meow
2021-05-27 06:41
Lu pakai otak lah!
See lah...the latest earnings result, u can easily how big FGV had improved in terms of earnings mah!
No need to talk kook mah!
Posted by Mikecyc > May 27, 2021 7:09 AM | Report Abuse
Haha calvin can give below info to support on if selling FGV Asset :
1) current plantation land area in hectare ?
2) upon LLA is terminated , will Leave balance FGV plantation land area in hectare ?
3) RM 50k to RM 100k per acre ? any recent Sales of plantation as example ?
As usual .. need me to fill up the figure/ example or not ...pls dont use con maths to blow loh .. u r oredi old loh ... hahaha
2021-05-27 07:17
mikecyc tak bolih pakai one
he sent people to holland in zelan with Rm300 mil debt bomb and buy stocks with no margin of safety
2021-05-27 09:31
Mikecyc, is better than you, at least he told us Netx is no good and you keep telling us is good. Now what happen, we lost until we cannot see. Can you explain?
2021-05-27 11:48
Sales
Calvin still holding over 1 million Netx
just hold and wait
Netx still doing the Exinda network equipment sales
2021-05-27 12:33
Mikecyc also said Supermax no good at Rm2.50
But Supermax went on to reach Rm24.44
2021-05-27 13:59
Which one will reach 90 sens first? Cepat or Masteel? Today closing both 65.5sens
2021-05-27 17:27
Masteel or cepat which will reach 90 sen first ?
I no fortune teller leh
Masteel result out quite good. See if Ecrl and Pan Borneo jobs rollout faster then more sales from masteel
As for cepat it's mother mhc plant has reported another very good qtr result
So cepat should also be good
2021-05-27 18:43
Ha, ha, still talking about biofuels demand as potential. Heard this since I joined the palm oil industry in the 90s, left in 2013, and still TALKING, and ALL TALK.
2021-05-27 18:51
Yes
Talking and talking but little action
NOT TILL NOW
SEE
To this end, Phillips 66 (NYSE:PSX) is in the process of converting its San Francisco area oil refinery into one of the globe's biggest renewable fuel plants.
And, it's clearly having a huge impact on food commodity prices.
"The entry of legacy petroleum companies has spun this industry on its ear. The market has tightened so much the food side was caught off guard," John Jansen, vice president of strategic partnerships at United Soybean Board, has told Bloomberg.
JPMorgan Chase & Co estimates that under Biden's Climate Plan, U.S. production capacity for renewable diesel will jump almost sixfold by the end of 2024.
1) JOE BIDEN PIVOTING FROM FOSSIL FUEL TO GREEN ENERGY FUEL
THIS IS THE CATALYST FOR BIODISEL & PALM OIL
2) PHILLIPS 66 CONVERTING REFINERY TO BIODISEL WILL NEED
LOTS AND LOTS OF CORN OIL & SOYBEAN OIL
SO BOTH VEGE OIL WILL GO UP IN PRICE OR AT THE LEAST PRICE WILL BE SUSTAINED
THIS IS THE GAME CHANGER NOW SET IN MOTION
2021-05-27 19:20
So you must know and differentiate between talk and action
Talked for a long long time no use
NOW GOT ACTION
AND ACTION IS ALL THAT MATTERS
Newton Law of Motion
An Object will remain stationary unless a force moves it
Palm oil biodisel NOW GOT THE FORCE FROM CLIMATE CHANGE
WHOLE WORLD PIVOTING TO GREEN ENERGY IN UNISON
THIS IS THE EXPLOSIVE TRIGGER FOR BIODISEL & PALM OIL LIKE NEVER BEFORE
2021-05-27 19:23
WTK loss 12 million!!! wow greatly promoted by Stockraider bring every one to Holland. Stockraider where are you come explain to your followers why WTK loss 12 million.
2021-05-27 22:48
Nothing wrong with Wtk
Wtk is cash rich and an asset play s well
losses from timber
palm oil showed a profit but negated by expenses on work done in new acquired palm oil lands
Tapes also profitable
Any sell down on Wtk is a buy
2021-05-27 23:09
Sell down WTK a buy!! You bring me holland ah? WTK NTA alraedy drop from 2.97 to now 1.71!! Go promote your masteel la. You write article about masteel during the last steel rally 3 years ago. Why you die die must ask people buy plantation counter?
2021-05-28 00:23
because he bought the tickets already ma, so promote more to lure ikan bilis to buy his share!!! alamak this skill already useless la
2021-05-28 00:34
gladiator Sell down WTK a buy!! You bring me holland ah? WTK NTA alraedy drop from 2.97 to now 1.71!! Go promote your masteel la. You write article about masteel during the last steel rally 3 years ago. Why you die die must ask people buy plantation counter?
28/05/2021 12:23 AM
Hahaha
See my comment from Masteel forum
calvintaneng This Quarter Shows Masteel turning posiive
Masteel will chase up SSteel
They move together
SSTEEL UP
MASTEEL WILL FOLLOW LATER
27/05/2021 8:08 PM
As for WTK NTA marked down it is one rule required by Bursa to depreciate & mark down assets
Nothing wrong at all with company as it is only paper "mark down" only
Long ago
I tendered for some company cars from L&G in KL
I paid Rm5,000 for one Used Company car
When I made the payment of Rm5,000 the GM (General Manager) opened the book and showed me their book value was Rm1.00 (one ringgit)
But I paid Rm5,000 for it
So WTK Assets are Rm1.71 Book Value
IF THEY SELL?
I THINK THE REAL BOOK VALUE WILL BE AT LEAST RM5.00 TO RM6.00 MINIMUM
SO MUST KNOW WHAT IS MARKED DOWN BOOK VALUE AND REAL MARKET VALUE
2021-05-28 00:42
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
1) Energy powered by Human Strength
The Dragon Boat Race or Viking Ship
This cannot last long
http://www.pxleyes.com/photography-picture/4df390d1c727e/Dragon-boat-drummer.html
2021-05-26 20:20