Dear Friends

Everyday we are getting more & more bullish

Today another 2 More Reasons to be Bullish

Reason Number One

September 30th 2021 now and almost 3 months up. Cpo Prices at Rm4200 to Rm4700 means All Palm Oil Companies universally making 200% profit as cost of production about Rm1500 per ton

See Cpo prices

OCTOBER 2021 CPO FUTURE IS A RM4,710 HIGH

THIS MEANS THAT NOVEMBER 2021 RESULTS FOR ALL OIL PALM COMPANIES SHOULD BE FANTASTIC

NOTE: CPO OCT FUTURE LATEST IS RM5,139 AT NEW WORLD RECORD!!!

LISTEN:

A COMPANY SHARE PRICE GOES UP BY 2 REASONS

1) BY SELLING GOODS OR PROVIDING SERVICES TO GENERATE PROFITS

Palm oil production might drop by 20% due to lack of fruit harvesters BUT PRICE UP BY 200% OVER RIDES ALL AND WILL SHOW EXCEPTIONAL PROFITS

2) By reducing cost of production to increase profit.

In Indonesia there are abundant Cheap labours due to Border control. So Malaysia Palm oil companies with Indonesia exposure like TSH Resources, Thplant & AZRB will benefit

THE SECOND GOOD NEWS IS YTL BUYING 1,500 OVER ACRES OF OIL PALM LANDS TO BE CONVERTED TO SOLAR GENERATING INDUSTRY

ALREADY WITH SO LIMITED OIL PALM LANDS AS MALAYSIA NO LONGER ALLOW CONVERSION OF FOREST INTO NEW OIL PALM LANDS - EVERY TIME OIL PALM PLANTATIONS ARE CUT DOWN FOR CONVERSION INTO HOUSING OR OTHER INDUSTRIES THERE WILL BE LESS AND LESS COMPETITION. WHICH MEANS THAT REMAINING OIL PALM LAND VALUE CAN ONLY GO UP MORE DUE TO SCARCITY

A) NOVEMBER 14 2021 is Deepavali in Malaysia/Singapore & Diwali in India

INDIA's 1.35 MILLION PEOPLE WILL USE LOTS OF PALM OIL FOR THIS FESTIVAL

B) CHRISTMAS & YEAR 2022 NEW YEAR CELEBRATION

Lots of cakes, cookies, Food & celebrations. More use of palm oil as 50% of all Supermarket foods got palm oil

C) CHINESE LUNAR NEW YEAR FEBRUARY 1 2022

1.4 BILLIONS CHINESE WILL FEAST FOR 15 DAYS TILL CHAP GOH MEI

D) AND BETWEEN THIS TIME IS COLD COLD WINTER

Bank of America forecast this will be a Very Cold Winter & OIL will Spike Up to USD100 per barrel

See

Sept 13 (Reuters) - Bank of America Global Research said it could bring forward its $100 per barrel oil price target to the next six months from mid-2022 if the winter is colder than usual, potentially driving a surge in demand and widening a supply deficit.

A much colder than normal winter could lead global oil demand to surge by 1 to 2 million barrels per day (mbpd), with the winter supply shortfall easily exceeding 2 mpbd in such a scenario, the bank said in a note dated Sept. 10.

The bank maintained its Brent price forecast for the second half of 2021 at $70 a barrel, predicting range-bound prices, but said it saw Brent at $75/bbl by year end on "growing upside risks."

"We project modest deficits over the coming months that should support oil prices into year-end and beyond," analysts at the bank said in the note.

If that is true then Biodisel use will also spike up leading to high Soyoil & Palm Oil prices

E) WORLD POPULATION GROWS BY 160 MILLLION PEOPLE

Since March 2020 lock down Covid 19 death till now is less than 5 million people on earth total

But population growth per year is 80 Millions (just one per cent more babies born in one year out of 8 Billion human beings on earth) By March 2022 that will be 160 Million more people

All people need palm oil even babies

See

CHILDREN

Infant formula

Palm oil is high in palmitic acids, which is also found in breast milk. That is why palm oil is often used in infant milk formula as it most closely mimics the nutrition profile of breast milk.

Palm oil ingredient name: Palm olein

 

 

THEN THERE IS THE UPSURGE OF BIODISEL USE IN USA AS MANY ARE CONVERTING FOSSIL FUEL REFINERY TO BIODISEL REFINERY

 

SEE

 

A giant oil company is building the world's largest plant that turns vegetable oil and grease into fuel — yet another sign of rising demand for cleaner gasoline

 

 

 

• Phillips 66 is converting a crude oil refinery in California into the world's largest renewable fuels plant, the company said Wednesday. 
• The plant will turn used cooking oil, fats, greases, and soybean oil into diesel, gasoline, and jet fuel for the California market, which has a low-carbon-fuel standard. 

Right now in USA pastries shop are seeing high prices for corn and soybean as more are diverted to Biodisel Refinery

So they are crying out due to lack of cheap soybean

That is why Palm OIl Prices will remain elevated as the Biodisel Factor due to Renewable Energy has now come into focus

 

JTIASA & ALL OTHER PALM OIL COMPANIES WILL DO EXCEEDINGLY WELL IN SPITE AND DESPITE OF ESG &  IB BANKERS DOWNGRADE & ILL INFORMED FUNDS STAY AWAY

 

JUST LOAD UP ON PALM OIL STOCKS

WITH COST OF CPO PRODUCTION AT RM1500 & PRICES REACHING RM3500 TO RM4500 TON RANGE FOR THE REST OF 2021 AND FAR INTO 2022/2023/2024  (PHILLIPS 66 REFINERY UP AND RUNNING BY YEAR 2022 WITH NEW DEMAND)

 

THE 133% TO 200% PROFIT IS REAL, CONSISTENT & CONTINUING INTO THE DISTANCE FUTURE

THE BEST  IS YET TO COME

 

 

 

Best regards

 

Calvin Tan

 

Please buy or sell after doing your own due diligence or consult your remisier/fund manger