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

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