calvintanengmoneySIFU Hi Mr Calvin, look like you are almost in every palm oil plantation counters.
If can only choose 3, which 3 you will put money at?
18/10/2021 11:13 PM
MoneySIFU,
This is a Million Dollar Question?
Wish I know which of these will be the Best
1) TSH RESOURCES
Three Companies in One
i) EKOWOOD is in TSH (At that time TSH was Rm1.94 when EKWOOD was taken Private
ii) TSH is Top 2nd Owner of InnoPrise Plant
iii) TSH has its own Plantation Assets in Palm Oil & Forest Concessions (Rm400 Millions in Biological Assets alone)
2) THPLANT
This small Cap has over 240,000 Acres of Plantation Lands book value only Rm4K to Rm10K
3) TAANN
Very Honest Company
Can sleep soundly every night as most people here are Honest, Upright Christians.
19/10/2021 8:04 PM
Ok now we shall explain more:
FIRST IS TSH RESOURCES
TSH HAS THREE TREASURES (Or 3 COMPANIES IN ONE
1) IT HAS TAKEN EKOWOOD PRIVATE
2) TSH IS TOP 2ND HOLDER OF INNOPRISE PLANT
3) TSH HAS ITS OWN BUSINESSES OF PALM OIL, TIMBER CONCESSSION, OWNS RM400 MILLIONS WORTH OF BIOLOGICAL ASSETS, COCOA, PALM OIL MILLING & REFINERY & BIOENERGY GENERATION PLUS LAND BANKING
1) TSH TOOK EKOWOOD PRIVATE At 40 SEN A SHARE
For this let us see the final remaining posts in Ekowood Forum
After keep this counter more than a year then 100% profits!!!!! Better than nothing (although I feel the offer price should be almost comparable with its NTA 60cents++)
30/11/2016 2:08 PM
Sebastian PowerThis counter business already back on track and will continue generate profits for coming QR.That's why TSH makan this golden eggs at 40cents (based on record, IPO is at RM1.05)
30/11/2016 2:12 PM
dompeileedompeilee Bought 25,000 at 20.5c
22/03/2016 15:29
SOLD 13,000 @ 33.5c :D :D !!!
30/11/2016 3:01 PM
zhangliangPrivatisation 40 sens, now only 33 sens can buy?
30/11/2016 3:04 PM
UltrainvestorIt's not confirmed yet right? Still require certain processes i.e. EGM, voting et cetera.
30/11/2016 3:17 PM
Sebastian Powerthis type of privatization offer price will only go higher. Ok if they rejected 40cents offer
Matthieu SevenSifu Sebastian you so power! As predicted, Ekowood start to generate profits. No wonder TSH so kan cheong announced the privatisation before QR released. The way you talk just like hold a lot. You got how many biji?
30/11/2016 6:07 PM
Sebastian Powerwhat so difficult to predict, suddenly privatization after so many -ve QR.
Of course I hope higher offer price. How many biji? if 40cents offer price then just enough buy myvi only.
01/12/2016 8:39 AM
Choivo CapitalI dont see how the acquisition wont go through, only question is, do you want TSH shares.
01/12/2016 9:46 AM
Choivo CapitalThis thing will go through, 100%. Ekowood office is within TSH office already. The directors every day say hello, no way it wont go through. Only question here is, what is the break even point.
At 0.33, TSH price must drop below the all time low to 1.59 before you even lose money. I think this is impossible. Its a plantation company, high debts, but 3 positive quarter in a row. Considering how high CPO prices is for sept to dec, im sure the 4th is a positive as well.
Im all in.
01/12/2016 10:22 AM
Choivo Capitalbought 200k at 3.43, couldve sapu the 335 queue but i was being penny wise, pound foolish.
In year 2017 when Cpo was below Rm3500 per ton TSH Was Rm1.92
Now Cpo over Rm5000 Tsh only Rm1.20?
And Wood also Multi year high as well
TSH Now at Rm1.20 is an outright buy!
Just buy up TSH as much as you can afford and hold till it goes back to Rm1.92 & more
Regards
Calvin
14/10/2021 9:07 PM
From above we know Ekowood was taken private by TSH at 40 sen & at that time TSH was Rm1.96
Current price of TSH is only Rm1.18
So from Rm1.96 TSH is now cheaper by 40%
This is the Gross Mispricing of TSH by Mr. Market willing to pay Rm1.96 for TSH when Cpo was Rm3,500 & now not interested at Rm1.18 when Cpo over Rm5,000?
2) TSH is Top 2nd Holder of Innoprise Plant
1. Innoprise Corporation Sdn. Bhd. 240,469,407
2. TSH Resources Berhad 105,060,592
3. UOB Kay Hian Nominees (Asing) Sdn. Bhd.
Exempt AN for UOB Kay Hian Pte Ltd (A/C Clients) 28,827,050
4. Embun Yakin Sdn. Bhd. 11,223,250
5. Alliance Group Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Mutual Corridor Sdn. Bhd. (7005036) 10,104,000
6. Tunas Lestari Sdn. Bhd. 10,000,000
7. RHB Capital Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Fong Siling (CEB) 4,300,000
8. RHB Capital Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Salbiah Binti Shuib (CEB) 4,150,000
Note:
TSH is Top 2 holder with 105 Million shares of Innoplant
Fong siling or Cold Eye is in Top nember 7
3) TSH HAS LOTS OF ITS OWN CORE BUSINESSES
TSH RESOURCES: ONE COMPANY WITH 9 BUSINESSES; The Most Overlooked, Undemanding, Undervalue Palm Oil Stocks with Far Reaching Now & Future Potential
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
Our 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
3. INNOPRISE. Tsh Directors also Directors of Innoprise as Tsh is Top 2nd holder of Innoprise
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.
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.
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.
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
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.
moneySIFUHi Mr Calvin, look like you are almost in every palm oil plantation counters.
If can only choose 3, which 3 you will put money at?
18/10/2021 11:13 PM
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More articles on THE INVESTMENT APPROACH OF CALVIN TAN
For those who familiar with palm oil industries, they will tell you that price is almost everything
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Finally, the ages of trees & land sizes
Not so particular on fertilizers & other costs, as these are pretty fixed & standard
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Our 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.
calvintaneng
EKOWOOD INTERNATIONAL BHD
https://klse.i3investor.com/servlets/stk/5091.jsp
2021-10-20 00:41