THE INVESTMENT APPROACH OF CALVIN TAN

TSH RESOURCES: ONE COMPANY WITH 9 BUSINESSES; The Most Overlooked, Undemanding, Undervalue Palm Oil Stocks with Far Reaching Now & Future Potential

calvintaneng
Publish date: Tue, 17 Aug 2021, 08:06 AM
calvintaneng
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Hi Guys,

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

Dear Investors 

TSH Resources is One Company with 9 Business:

See

1. Tsh palm oil business

2. Ekowood. Taken private. Now inside Tsh

3. Innoprise. Tsh is top 2nd Holder of Inno. Directors of Tsh sits on the board and manage Inno

4. Cocoa Manufacturing. This is even before palm oil business.

5. 200,000 acres forest concession with biological assets worth Rm400 millions

6. Biomass to produce clean green renewable energy

7. Paper Pulp from Palm oil trunk waste. Ecommerce needs paper packaging

8) Palm Oil Refinery for Downstream. Tsh got 50/50 Jv with Wilmar in Sabah. Wilmar markets its finished products to China, India & others

9) Land Banking. Tsh Kalimantan Lands are located near Balikpapan the upcoming New Capital of Indonesia. Even Walton Land Banking is in Top 30 holders of Tsh

All these 9 are great businesses
So when you buy Tsh

You get 9 for one

 

1) TSH HAS PALM OIL ESTATES IN SABAH, KALIMANTAN, SUMATRA

IT ALSO GOT 6 PALM OIL MILLS>

 

2. EKOWOOD. Taken private now inside TSH

Ekowood

EkowoodOur 67%-owned subsidiary, Ekowood International Berhad (Company No. 301735-D) is involved in the manufacturing, designing, promotion and marketing of engineered hardwood flooring (EHF) under the brand name Ekowood, a registered trademark in Malaysia and in many other countries.

The 2 million sq. ft. manufacturing plant is located in Gopeng, Perak and is capable of producing up to 27 million sq. ft. of EHF per annum. Each day, over 700 devoted employees deliver world class quality products to our global distribution network which has earned us strings of accolades and accreditations.

Ekowood is truly a home-grown global brand which is synonymous with quality, uniqueness, durability and care for the environment. For more information, click www.ekowood.com

ekowood

 

3. INNOPRISE. Tsh Directors also Directors of Innoprise as Tsh is Top 2nd holder of Innoprise

See

1. Innoprise Corporation Sdn. Bhd. 240,469,407 50.22%
2. TSH Resources Berhad 105,060,592........ 21.94%
3. UOB Kay Hian Nominees (Asing) Sdn. Bhd.
Exempt AN for UOB Kay Hian Pte Ltd (A/C Clients) 28,827,050 6.02
4. Embun Yakin Sdn. Bhd. 11,223,250 2.34
5. Alliance Group Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Mutual Corridor Sdn. Bhd. (7005036) 10,104,000 2.11
6. Tunas Lestari Sdn. Bhd. 10,000,000 2.09
7. RHB Capital Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Fong Siling (CEB) 4,300,000 0.90
 
From above we SEE Tsh is Top 2nd holder of INNO holding 21.94% Innoprise shares

 

4. COCOA.

Cocoa

The principal activity of CocoaHouse Sdn Bhd (Company no. 220221-A) is to manufacture and sell cocoa products.

Our products have gained international acceptance and are exported to the USA, Europe and Asia.

img_cocoa

 

5. FOREST CONCESSIONS (Over 300,000 Acres) with Rm400 MILLIONS BIOLOGICAL ASSETS NOW.

 

Sustainable Forestry

In 1997, we were awarded with a 100-year concession to carry out forest rehabilitation, environmental conservation and industrial tree planting on 123,385 ha of forestry land in Ulu Tungud, Sabah, also known as Forest Management Unit 4 (FMU 4). The Group is committed to safeguarding the environment as part of our way of doing business.

Policy

Natural Forest Management Plan

Activities at FMU

forestry

How many acres are 123,385 ha of forestry land ?

To get acres multiply by 2.471 

= 304,884 Acres

About 1.69 Times the Size of Singapore (180,000 acres) & that for 100 Years

 

6. Biomass to produce clean green renewable energy

Biomass & Biogas Power

 

Biomass Power

Apart from creating value for TSH and its shareholders, we are also contributing towards our environment. Our palm bio-integration approach taps the huge commercial potential of bio waste of the palm oil industry through a fully integrated complex in Kunak, Sabah, complete with biomass and biogas power plants as well as a pulp and paper plant.

img_synergistic2img_synergistic3

The integrated complex is powered by renewable green energy from a 14MW biomass cogeneration plant and is the first biomass power plant in the country that is connected to the grid. The biomass power plant has a renewable energy power purchase agreement (REPPA) with Sabah Electricity Sdn Bhd to supply up to 10MW of green electricity. The co-generation plant generates electricity and industrial steam from solid by-product of the mill.

Biogas Power

Biogas power is another eco-friendly project by TSH to tap sustainable energy from wastewater generated from the palm oil milling process or more commonly known as Palm Oil Mill Effluent (POME). The aerobic activated sludge process involved during the harvesting of energy from POME not only results in regulatory compliance but also more environmentally friendly POME discharge. Its key processes of methane gas recovery and utilization for electricity generation results in a reduction in the emission of greenhouse gases. Most notably, all five of TSH’s renewable energy projects are registered as Clean Development Mechanism projects under the United Nations Framework Convention for Climate Change (UNFCCC).

 

7. Paper Pulp from Palm oil trunk waste. Ecommerce needs paper packaging

Read again between the lines

the huge commercial potential of bio waste of the palm oil industry through a fully integrated complex in Kunak, Sabah, complete with biomass and biogas power plants as well as a pulp and paper plant.

Read one more time

a pulp and paper plant.

So for TSH like Tmakmur (taken private at Rm1.90) nothing goes to waste as we have an energetic, dynamic leadership.

 

9) LAND BANKING: LANDS OF TSH NEAR BALIKPAPAN ARE FUTURE GOLD MINES AS INDONESIA WILL BUILD ITS NEW CAPITAL THERE (Just like Sepang Land Prices Shot up when Sepang Airport & Putrajaya Govt & Cyberjaya shifted there

Our Plantation Locations

 

 

 

8. Palm Oil Refinery for Downstream. Tsh got 50/50 Jv with Wilmar in Sabah. Wilmar markets its finished products to China, India & others

 

Milling and Refinery

We have 3 mills in Sabah and 3 mills in Indonesia located in West Sumatra, Central Kalimantan and East Kalimantan with a combined processing capacity of approximately 2.0 mil tonnes of Fresh Fruit Bunches per annum. Our Sabah based palm oil mills are located along Tawau – Lahad Datu – Sandakan highway or Sabah Oil Palm Belt processing 1 million tonnes per annum to sustain our throughput demand. Our 4th palm oil mill is located in Padang, West Sumatra, Indonesia. Our fifth palm oil mill is located in Palangkaraya and has been in operation since May 2010. This mill is to cater for FFB crop from our plantation in Kalimantan Tengah. Finally, we have yet another 60 tonne palm oil mill in progress in East Kalimantan with an expected completion by mid 2012 to support the milling requirement of FFB production for that expansion.

We have also ventured further downstream to refining crude palm oil and kernel crushing through a 50-50 joint venture with Wilmar International Ltd., a revered player in global vegetable fat industry listed on Singapore Stock Exchange. Strategically located at Kunak Jaya, Sabah, the refinery and kernel crushing plant have through put capacities of 2,600 tonnes per day and 600 tonnes respectively.

milling

 

 

 

 

 

 

Discussions
1 person likes this. Showing 4 of 4 comments

calvintaneng

Going up on its own fundamental soon

2021-08-17 11:58

calvintaneng

all the engines of Tsh are firing up

2022-03-03 10:24

calvintaneng

Tsh has 300,000 acres forest concessions

2023-03-23 19:49

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