Dear Friends,

Every morning our 1st act is to read the Bible. The Bible is a Book that tells of Salvation by grace through faith in Jesus Christ

But the Bible also has many many investment ideas

And one of them is illustrated by the Example of Elisha's miracle of multiplying Oil for a poor Widow Woman when Creditors are after her two sons to be taken as slaves. An earlier example is Prophet Elijah telling another poor Widow woman & her child that her meager meal (flour) and little oil will multiply day by day till rain arrives. 

Elijah & the Poor Widow Woman

Read this

8 Then the word of the Lord came to him, saying, 9 “Arise, go to Zarephath, which belongs to Sidon, and stay there; behold, I have commanded a widow there to provide food for you.” 10 So he arose and went to Zarephath, and when he came to the entrance of the city, behold, a widow was there gathering sticks; and he called to her and said, “Please get me a little water in a d]cup, so that I may drink.” 11 As she was going to get it, he called to her and said, “Please bring me a piece of bread in your hand.” 12 But she said, “As the Lord your God lives, I have no food, only a handful of flour in the e]bowl and a little oil in the jar; and behold, I am gathering f]a few sticks so that I may go in and prepare it for me and my son, so that we may g]eat it and die.” 13 However, Elijah said to her, “Do not fear; go, do as you have said. Just make me a little bread loaf from h]it first and bring it out to me, and afterward you may make one for yourself and for your son. 14 For this is what the Lord, the God of Israel says: ‘The i]bowl of flour shall not be used up, nor shall the jar of oil become empty, until the day that the Lord provides rain on the

face of the earth.’” 15 So she went and did everything in accordance with the word of Elijah, and she and he and her household ate

for many days. 16 The [j]bowl of flour was not used up, nor did the jar of oil become empty, in accordance with the word of

the Lord which He spoke through Elijah.

This shows subsistence providence. Everyday our Daily Bread is supplied miraculously

ELISHA & THE WIDOW with Her Two Sons

See how they borrowed as many empty vessels as possible to store the miraculous multiplying oil (the oil did not stop flowing until they stopped finding the last available Empty Oil Jar)

4 Now a woman of the wives of the sons of the prophets cried out to Elisha, saying, “Your servant my husband is dead, and you know that your servant feared the Lord; and the creditor has come to take my two children to be his slaves.” 2 So Elisha said to her, “What shall I do for you? Tell me, what do you have in the house?” And she said, “Your servant has nothing in the house

except a jar of oil.”  3 Then he said, “Go, [a]borrow containers [b]elsewhere for yourself, empty containers from all your neighbors—

do not get too few. 4 Then you shall come in and shut the door behind you and your sons, and pour into all these containers; and

you shall set aside what is full.”

 5 So she left him and shut the door behind her and her sons; they began bringing the containers to her, and she poured the oil. 6 When the containers were full, she said to her son, “Bring me another container.” But he said to her, “There [c]are no more containers.” Then the oil stopped. 7 So she came and told the man of God. And he said, “Go, sell the oil and pay your debt, and you and your sons can live on the rest.”

The First is the provision of daily need. The 2nd is more than provision. It is abundantly enough to live on for their time (both the widow and her two sons)

Read again

“Go, sell the oil and pay your debt, and you and your sons can live on the rest.”

By reading these an idea came to us

What idea?

The idea of Palm oil Cpo prices now up more than 100% from Rm2,200 Meric Ton to over Rm4,400 Metric Ton. Fresh Fruit Bunches (FFB) also doubled from Rm350 per ton to over Rm700 per ton now

If Cpo & FFB (Fresh Fruit Bunches) are up so high then those Palm Oil Companies which own the Largest UPSTREAM Palm Oil Estates should benefit the mostest

Just as the Widow who find the Most Empty Vessels to Store the Flowing Oil

And these are the figures for Palm Oil Companies with various amounts of Palm Oil Trees

 BIG PALM OIL HOLDERS

1) SIME DARBY PLANT = Owns 1.85 MILLION ACRES OF PALM OIL ESTATES (Singapore land mass is 180,000 Acres. So SimeDarby Plant Estates are 10X (times) the Size of Singapore

2) FGV = Owns 988,000 Acres of Palm Oil Estates

MID CAP / SMALL CAP PALM OIL COMPANIES

3) TSH RESOURCES = Owns 207,650 Acres of Palm oil Estates Plus over 200,000 Acres of Timber Concession lands

4) JAYA TIASA = Owns 206,000 Acres of Palm Oil Estates Plus 1.9 Million Acres of Forest Concession lands

5) THPLANT = Owns 204,585 acres of Palm oil, 3,000 Acres of Teak wood & 36,000 acres of Forest lands with 100 years lease

6) IJMPLANT = Owns 184,420 Acres of Palm Oil Estates

7) BPLANT = Owns 181,603 Acres of Palm Oil Estates. Many of Bplant lands are located in prime area with development potential on Malaysia Peninsular

8) TAANN = Owns together with SWKplant 164,620 Acres of Palm Oil Plus Lots of Timber Concessions. Like IJMPLANT & TSH Resources TAANN is another well managed Plantation/Timber Company

9) UNITED PLANT: Owns 155,855 Acres of Oil Palm Estates

9) HAP SENG PLANT = Owns 87,918 Acres of Palm Oil Estates 

10) MHC Plant = Owns 74,957 Acres of Palm oil Estates

11) HARN LERN = Owns 60,775 Acres Palm oil estates

12) KIM LOONG = Owns 39,308 Acres of Palm Oil Estates * Palm Oil Mills

Some facts about Palm Oil

KMLoong said that used to make more from Palm Oil Milling than from Selling Fresh Fruit Bunches (FFB) last time. Now that FFB prices are so high they project FFB will now make more money than Palm Oil Milling

This foretells the Importance of Palm Oil Estates with the Most Planted Upstream Acreage

The Bigger the Acreage the Better. Just as the More Vessels the Better as the Upturn of Palm Oil Prices are now very high

Best Regards

Calvin Tan Research

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager

Note: Most Palm Oil cost of Cpo production ranges from Rm1,465 (Thplant) to Rm1,800 so now that CPO prices are over Rm4,300 per ton they are making more than 150% to 200% gross profits

See http://mpoc.org.my/daily-palm-oil-price/

Additional Comments:

Since Ijm Plant has gone up from Rm1.86 to Rm3.10 when KLK offered to take over shares of IjmPlant from Ijm Corp (Sell IjmPlant & buy other laggards)

SOP (Sarawak Oil Palm) has over 200,000 Acres of maturing oil palms. Latest Qtr SOP has increased its FFB harvest to 111,000 Tons and Cpo prices have shot past Rm4,500 to over Rm5,000 New World Record

So SOP is another hidden gem of value.