THE INVESTMENT APPROACH OF CALVIN TAN
OIL & GAS COMPANIES GOT ONE ENGINE OF GROWTH BUT PALM OIL COMPANIES GOT 3 ENGINES OF GROWTH: FOOD, BIODISEL & LAND BANKING, Calvin Tan
calvintaneng
Publish date: Tue, 28 Sep 2021, 08:56 PM
calvintaneng
0 1,795
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.
Hello Friends
Today Brent Crude Oil Reached USD80 & Suddenly Many O&G Stocks went up. So many are rushing to buy & gurus have come out touting how good Bumi Armada is
See
Market Blogs
 |
[转贴] [Video:浅谈BUMI ARMADA BHD, ARMADA, 5210] - James的股票投资James Share Investing 28 Sep |
While Calvin is also very happiy telling all about Bumi Armada low P/E
See
Bumi Armada latest Qtr result 2.38 sen
Annualised 9.52
Real time price 47 sen.
So Forward P/E = 47/9.52
4.93
P/E 4.93 means you will double your money in 4.93 years
at 9.52 sen profit a year with Price of 47 sen it means a yield of 20.2%
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-28-story-h1591785668-BRENT_OIL_CROSSED_USD80_FINALLY_BUMI_ARMADA_AZRB_ARE_BOTH_GOOD_Calvin_T.jsp
Calvin SEES Oil & Gas Companies only got One Engine of Growth, this is, High Brent Oil Prices
So far so good as Oil is entering Winter Season & Oil demand might even spike higher if winter is very Cold
Ok now you must KNOW. Palm oil has got 3 Engines of Growth
What?
Yes! 3 Engines (Not one)
1) ENGINE OF GROWTH NUMBER ONE: FOOD
Palm oil, cooking oil, biscuit, bread, maggee mee, milo, teh tarik, cakes, ice-cream, hair-cream & 50% of Supermarket items contain palm oil.
With shrinking lands and population growth Palm oil will be always in demand. Not withstanding ESG or Naysayers bashing down (No use as Palm oil major consumers of China, India, Indonesia, Malaysia, Vietnam, Thailand, Middle Eastern Countries & many more
SO THIS ENGINE OF GROWTH HUM WELL
2) 2ND ENGINE: BIODIESEL
In year 2014 "Super Investor" appeared in i3 Forum telling all to buy Jaya Tiasa at Rm2.60. And at that time Oil was a USD100 high. So demand for Biodisel also very high
Until Calvin "SEE" far far away in USA the rise of shale oil. Indeed share oil appeared and hammered crude oil & crude oil fell by more than 50% below USD50 a barrel. Calvin told Superinvestor to "run"
He sold Jtiasa like no tomorrow & disappeared from i3 forum for 8 months & Jtiasa crashed below Rm1.00
Now that Brent oil has rebounded above USD80 the desirability of Biodisel will return again as it is no longer expensive as a crude oil alternative. In fact biodisel being a clean energy should be welcomed
AND THIS IS NOW ANOTHER ENGINE OF GROWTH
So Palm oil unlike Oil & Gas got Twin Engines of Growth = As Food and as Clean Energy
Any more?
YES??
3) 3RD ENGINE OF GROWTH: FARM LAND INVESTING
Yes. Like all other assets: Houses, Condos, Art pieces, Collectibles, Old Currency Notes, Antiques & Classic Cars - Farm lands or Raw Lands are also ENGINE OF GROWTH DUE TO SCARCITY & DEVELOPMENT
Today Development has reached those Palm oil lands of Bplant
See what was posted in Bplant Forum
calvintaneng Very haapy even to all very fortunate holders of Bplant
Latest sale of lands in Kulai is to Ytl people
Ytl people Very Smart as they are doing the Double Tracking Electrified Rail line from Gemas to Kempas in Johor
They MUST HAVE SEEN THE VALUABLE LANDS
Now they offer to buy these lands for Rm428.82 Millions
Sale will go through as YTL people are conservative and cash rich
Now at book value of only Rm62.1 Millions it is 6.9 X (times) more than Book Value or 690% more
BPlant Book value now over One Ringgit should be Rm7.00
But since not all Palm oil lands are in Peninsula we give it a 50% discount
So Rm3.50 intrinsic value for Bpant is fair
This sale will pare down gearing by 14.42 sen and this will also be reported as profit in the qtr result after sale is competed....book value will go up by 14.42 sen
And from sale of more CASH CROP AT SUCH HIGH CPO PRICES BPLANT EXPECTED TO GIVE OUT HIGH & CONSISTENT DIVIDEND LIKE THOSE VERY GOOD YEARS
GOOD TIME IS RETURNING
See Bplant Dividend history
25-Aug-2021 09-Sep-2021 DIVIDEND Second Interim Dividend RM 0.0230 Dividend Detail
25-May-2021 10-Jun-2021 DIVIDEND First Interim Dividend RM 0.0030 Dividend Detail
24-Mar-2021 07-Apr-2021 DIVIDEND Second Interim Dividend RM 0.0050 Dividend Detail
23-Nov-2020 08-Dec-2020 DIVIDEND Interim Dividend RM 0.0050 Dividend Detail
23-May-2019 10-Jun-2019 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail
22-Nov-2018 05-Dec-2018 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
23-Aug-2018 06-Sep-2018 DIVIDEND Second interim dividend RM 0.025 Dividend Detail
23-May-2018 06-Jun-2018 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
16-Apr-2018 26-Apr-2018 BONUS_ISSUE Bonus Issue 2 : 5 Dividend Detail
27-Feb-2018 12-Mar-2018 DIVIDEND Interim Dividend RM 0.04 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Special Dividend RM 0.07 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Interim Dividend RM 0.03 Dividend Detail
22-Aug-2017 06-Sep-2017 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
23-May-2017 05-Jun-2017 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
15-Feb-2017 01-Mar-2017 DIVIDEND Interim Dividend RM 0.035 Dividend Detail
16-Nov-2016 01-Dec-2016 DIVIDEND Interim Dividend RM 0.05 Dividend Detail
22-Aug-2016 05-Sep-2016 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
17-May-2016 06-Jun-2016 DIVIDEND First Interim Dividend RM 0.0300 Dividend Detail
19-Feb-2016 07-Mar-2016 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Nov-2015 07-Dec-2015 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Aug-2015 04-Sep-2015 DIVIDEND Second interim dividend RM 0.0500 Dividend Detail
19-May-2015 03-Jun-2015 DIVIDEND First Interim Dividend RM 0.0200 Dividend Detail
25-Feb-2015 11-Mar-2015 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
19-Nov-2014 03-Dec-2014 DIVIDEND Second interim dividend RM 0.02 Dividend Detail
20-Aug-2014 04-Sep-2014 DIVIDEND Interim Dividend RM 0.02
Latest sale of lands in Kulai is to Ytl people
Ytl people Very Smart as they are doing the Double Tracking Electrified Rail line from Gemas to Kempas in Johor
They MUST HAVE SEEN THE VALUABLE LANDS
Now they offer to buy these lands for Rm428.82 Millions
Sale will go through as YTL people are conservative and cash rich
Now at book value of only Rm62.1 Millions it is 6.9 X (times) more than Book Value or 690% more
BPlant Book value now over One Ringgit should be Rm7.00
But since not all Palm oil lands are in Peninsula we give it a 50% discount
So Rm3.50 intrinsic value for Bpant is fair
This sale will pare down gearing by 14.42 sen and this will also be reported as profit in the qtr result after sale is competed....book value will go up by 14.42 sen
And from sale of more CASH CROP AT SUCH HIGH CPO PRICES BPLANT EXPECTED TO GIVE OUT HIGH & CONSISTENT DIVIDEND LIKE THOSE VERY GOOD YEARS
GOOD TIME IS RETURNING
See Bplant Dividend history
25-Aug-2021 09-Sep-2021 DIVIDEND Second Interim Dividend RM 0.0230 Dividend Detail
25-May-2021 10-Jun-2021 DIVIDEND First Interim Dividend RM 0.0030 Dividend Detail
24-Mar-2021 07-Apr-2021 DIVIDEND Second Interim Dividend RM 0.0050 Dividend Detail
23-Nov-2020 08-Dec-2020 DIVIDEND Interim Dividend RM 0.0050 Dividend Detail
23-May-2019 10-Jun-2019 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail
22-Nov-2018 05-Dec-2018 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
23-Aug-2018 06-Sep-2018 DIVIDEND Second interim dividend RM 0.025 Dividend Detail
23-May-2018 06-Jun-2018 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
16-Apr-2018 26-Apr-2018 BONUS_ISSUE Bonus Issue 2 : 5 Dividend Detail
27-Feb-2018 12-Mar-2018 DIVIDEND Interim Dividend RM 0.04 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Special Dividend RM 0.07 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Interim Dividend RM 0.03 Dividend Detail
22-Aug-2017 06-Sep-2017 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
23-May-2017 05-Jun-2017 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
15-Feb-2017 01-Mar-2017 DIVIDEND Interim Dividend RM 0.035 Dividend Detail
16-Nov-2016 01-Dec-2016 DIVIDEND Interim Dividend RM 0.05 Dividend Detail
22-Aug-2016 05-Sep-2016 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
17-May-2016 06-Jun-2016 DIVIDEND First Interim Dividend RM 0.0300 Dividend Detail
19-Feb-2016 07-Mar-2016 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Nov-2015 07-Dec-2015 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Aug-2015 04-Sep-2015 DIVIDEND Second interim dividend RM 0.0500 Dividend Detail
19-May-2015 03-Jun-2015 DIVIDEND First Interim Dividend RM 0.0200 Dividend Detail
25-Feb-2015 11-Mar-2015 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
19-Nov-2014 03-Dec-2014 DIVIDEND Second interim dividend RM 0.02 Dividend Detail
20-Aug-2014 04-Sep-2014 DIVIDEND Interim Dividend RM 0.02
28/09/2021 8:00 PM
SO NOW THAT HIGH CRUDE OIL PRICES, HIGH FOOD PRICES & HIGH LAND PRICES ARE ALL RETURNING IN UNISON ALL PALM OIL COMPANIES SUDDENLY GOT 3 ENGINES OF GROWTH RUNNING AT THE SAME TIME
AND KABOOOOOOM!!!
WE SHOULD SEE A BULL RUN IGNITE SOONER OR LATER!
WARM REGARDS
Calvin Tan
Please buy or sell after doing your own due diligence or consult your remisier/fund manager
calvintaneng Very haapy even to all very fortunate holders of Bplant
Latest sale of lands in Kulai is to Ytl people
Ytl people Very Smart as they are doing the Double Tracking Electrified Rail line from Gemas to Kempas in Johor
They MUST HAVE SEEN THE VALUABLE LANDS
Now they offer to buy these lands for Rm428.82 Millions
Sale will go through as YTL people are conservative and cash rich
Now at book value of only Rm62.1 Millions it is 6.9 X (times) more than Book Value or 690% more
BPlant Book value now over One Ringgit should be Rm7.00
But since not all Palm oil lands are in Peninsula we give it a 50% discount
So Rm3.50 intrinsic value for Bpant is fair
This sale will pare down gearing by 14.42 sen and this will also be reported as profit in the qtr result after sale is competed....book value will go up by 14.42 sen
And from sale of more CASH CROP AT SUCH HIGH CPO PRICES BPLANT EXPECTED TO GIVE OUT HIGH & CONSISTENT DIVIDEND LIKE THOSE VERY GOOD YEARS
GOOD TIME IS RETURNING
See Bplant Dividend history
25-Aug-2021 09-Sep-2021 DIVIDEND Second Interim Dividend RM 0.0230 Dividend Detail
25-May-2021 10-Jun-2021 DIVIDEND First Interim Dividend RM 0.0030 Dividend Detail
24-Mar-2021 07-Apr-2021 DIVIDEND Second Interim Dividend RM 0.0050 Dividend Detail
23-Nov-2020 08-Dec-2020 DIVIDEND Interim Dividend RM 0.0050 Dividend Detail
23-May-2019 10-Jun-2019 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail
22-Nov-2018 05-Dec-2018 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
23-Aug-2018 06-Sep-2018 DIVIDEND Second interim dividend RM 0.025 Dividend Detail
23-May-2018 06-Jun-2018 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
16-Apr-2018 26-Apr-2018 BONUS_ISSUE Bonus Issue 2 : 5 Dividend Detail
27-Feb-2018 12-Mar-2018 DIVIDEND Interim Dividend RM 0.04 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Special Dividend RM 0.07 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Interim Dividend RM 0.03 Dividend Detail
22-Aug-2017 06-Sep-2017 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
23-May-2017 05-Jun-2017 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
15-Feb-2017 01-Mar-2017 DIVIDEND Interim Dividend RM 0.035 Dividend Detail
16-Nov-2016 01-Dec-2016 DIVIDEND Interim Dividend RM 0.05 Dividend Detail
22-Aug-2016 05-Sep-2016 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
17-May-2016 06-Jun-2016 DIVIDEND First Interim Dividend RM 0.0300 Dividend Detail
19-Feb-2016 07-Mar-2016 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Nov-2015 07-Dec-2015 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Aug-2015 04-Sep-2015 DIVIDEND Second interim dividend RM 0.0500 Dividend Detail
19-May-2015 03-Jun-2015 DIVIDEND First Interim Dividend RM 0.0200 Dividend Detail
25-Feb-2015 11-Mar-2015 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
19-Nov-2014 03-Dec-2014 DIVIDEND Second interim dividend RM 0.02 Dividend Detail
20-Aug-2014 04-Sep-2014 DIVIDEND Interim Dividend RM 0.02
Latest sale of lands in Kulai is to Ytl people
Ytl people Very Smart as they are doing the Double Tracking Electrified Rail line from Gemas to Kempas in Johor
They MUST HAVE SEEN THE VALUABLE LANDS
Now they offer to buy these lands for Rm428.82 Millions
Sale will go through as YTL people are conservative and cash rich
Now at book value of only Rm62.1 Millions it is 6.9 X (times) more than Book Value or 690% more
BPlant Book value now over One Ringgit should be Rm7.00
But since not all Palm oil lands are in Peninsula we give it a 50% discount
So Rm3.50 intrinsic value for Bpant is fair
This sale will pare down gearing by 14.42 sen and this will also be reported as profit in the qtr result after sale is competed....book value will go up by 14.42 sen
And from sale of more CASH CROP AT SUCH HIGH CPO PRICES BPLANT EXPECTED TO GIVE OUT HIGH & CONSISTENT DIVIDEND LIKE THOSE VERY GOOD YEARS
GOOD TIME IS RETURNING
See Bplant Dividend history
25-Aug-2021 09-Sep-2021 DIVIDEND Second Interim Dividend RM 0.0230 Dividend Detail
25-May-2021 10-Jun-2021 DIVIDEND First Interim Dividend RM 0.0030 Dividend Detail
24-Mar-2021 07-Apr-2021 DIVIDEND Second Interim Dividend RM 0.0050 Dividend Detail
23-Nov-2020 08-Dec-2020 DIVIDEND Interim Dividend RM 0.0050 Dividend Detail
23-May-2019 10-Jun-2019 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail
22-Nov-2018 05-Dec-2018 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
23-Aug-2018 06-Sep-2018 DIVIDEND Second interim dividend RM 0.025 Dividend Detail
23-May-2018 06-Jun-2018 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
16-Apr-2018 26-Apr-2018 BONUS_ISSUE Bonus Issue 2 : 5 Dividend Detail
27-Feb-2018 12-Mar-2018 DIVIDEND Interim Dividend RM 0.04 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Special Dividend RM 0.07 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Interim Dividend RM 0.03 Dividend Detail
22-Aug-2017 06-Sep-2017 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
23-May-2017 05-Jun-2017 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
15-Feb-2017 01-Mar-2017 DIVIDEND Interim Dividend RM 0.035 Dividend Detail
16-Nov-2016 01-Dec-2016 DIVIDEND Interim Dividend RM 0.05 Dividend Detail
22-Aug-2016 05-Sep-2016 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
17-May-2016 06-Jun-2016 DIVIDEND First Interim Dividend RM 0.0300 Dividend Detail
19-Feb-2016 07-Mar-2016 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Nov-2015 07-Dec-2015 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Aug-2015 04-Sep-2015 DIVIDEND Second interim dividend RM 0.0500 Dividend Detail
19-May-2015 03-Jun-2015 DIVIDEND First Interim Dividend RM 0.0200 Dividend Detail
25-Feb-2015 11-Mar-2015 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
19-Nov-2014 03-Dec-2014 DIVIDEND Second interim dividend RM 0.02 Dividend Detail
20-Aug-2014 04-Sep-2014 DIVIDEND Interim Dividend RM 0.02
28/09/2021 8:00 PM
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Discussions
Be the first to like this. Showing 11 of 11 comments
Non food Oleochemical
Oleochemicals are often classified into basic oleochemicals such as fatty acids, fatty methyl esters, fatty alcohols, fatty amines and glycerol, and their derivatives are attained from chemical modifications of these basic oleochemicals. Through these various chemical reactions, thousands of products of different properties could be derived and applied to different fields such as soap, detergents, surfactant, cosmetics, personal care, textile, plastics, pharmaceuticals, lubricant, animal feed, etc.
2021-09-28 21:19
soonjinhou
not so fast
eu wants to start phasing out only from year 2023 and complete it by 2030 . long time more
meanwhile they will face 3 problems
if no palm oil as biodisel they use what? fossil fuel and coal? that is even more polluting
their rapeseed oil now very expensive
how to use it as it is twice more expensive than palm oil?
Malaysia will protest . and trade war will start
Malaysia and Indonesia will ban buying fighter jets from them or go barter with palm oil
2021-09-28 21:36
SSLee is correct
palm oil is used in 50% of countless products in Supermarket and in everyday life
2021-09-28 21:38
actually palm oil could be made into biodegradable plastic to replace plastic made from crude oil which in non-biodegradable
2021-09-28 21:39
@ calvintaneng. Agree with you. I have BPLANT, JTIASA and ARMADA too, cheers. Good effort in sharing your thoughts, cheers.
2021-09-28 23:57
Kelvin61
I wish you do exceedingly well in palm oil bull run
2019 was Ogse bull run
2020 Glove bull run
Now is the beginning of palm oil bull run
Palm oil bull run is an idea whose time has come
2021-09-29 01:43
Excellent news
Npc sale of oil palm lands to IOI were aborted as they said price not good enough
And just two days later Npc sold oil palm lands to Kretam at above Rm25,000 an acre
This shows the hot demand for oil palm lands
Now it is no longer the buyer's market
It is now the seller's market
2021-09-30 21:21
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CS Tan
4.9 / 5.0
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....
soojinhou
Well, EU just banned biodiesel from palm oil source.
2021-09-28 21:18