THE INVESTMENT APPROACH OF CALVIN TAN
OIL PALMS VERSUS SOYBEAN & CANOLA (ALSO CALLED RAPESEED): COMPARE AND CONTRAST THEIR BIOLOGY & ECONOMY, Calvin Tan
calvintaneng
Publish date: Sat, 13 Nov 2021, 10:40 PM
calvintaneng
0 1,792
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.
Dear Investors of i3 Forum,
Calvin is happy to show you from clear evidence that only Palm Oil is Biologically, Evironmentally & Economically viable as THE ONLY SUSTAINABLE VEGETABLE OIL IN THE LONG RUN ON PLANET EARTH.
AND THESE ARE THE SHOCKING REVELATIONS:
1. ITS BIOLOGICAL SOUND THAT PALM OIL PRODUCES 10 (X) TIMES MORE OIL THAN SOYBEAN OR CANOLA
DUE TO ITS INHERENT BIOLOGICAL QUALITIES
SEE PALM OIL TREE
Palm oil facts
- Palm oil trees can grow up to 20 metres tall with an average life of 25 years.
- Palm oil grows across or 10 degrees north / south of the equator.
- The tree starts to bear fresh fruit bunches (FFBs) after three years.
- The oil palm tree is also know as Elaeis Guineensis.
- Each individual piece of fruit on fruit bunch contains 50% oil.
- The nut, referred to as a kernel, at the centre of each piece of fruit, is where palm kernel oil is extracted from.
- Palm oil can be harvested 12 months of the year.
- Each tree can produce 10 tonnes of fresh fruit bunches per hectare.
- On average 3.9 tonnes of crude palm oil and 0.5 tonnes of palm kernel oil can be extracted per hectare.
- Leftover fibre from the palm kernel mill process provides a product called palm kernel expeller. This is used in animal feed, but can also be used to make products like paper or fertilizer.
- Palm oil requires 10 times less land than other oil-producing crops.
NOTE:
- Palm oil trees can grow up to 20 metres tall with an average life of 25 years (ONE METER EQUALS 3 FEET. SO 20 METERS MEAN 60 FEET) SEE A PICTURE IS WORTH A THOUSAND WORDS
- Palm oil requires 10 times less land than other oil-producing crops.
WHY 10 TIMES LESS LAND THAN OTHER CROPS?
ANSWER:
PALM OIL IS 60 FEET TALL IN COMPARISON TO SOYBEAN OR CANOLA WHICH IS ONLY 6 FEET TALL
SO PALM OIL IS 10 TIMES TALLER & IT IS USING LESS LAND BY GROWING UP VERTICALLY TO SAVE SPACE
SOYBEAN AND CANOLA ARE SHORT SHRUBS WHICH GROW HORIZONTALLY AND WILL USE MORE LAND SPACE TO GROW ONLY 10% OF WHAT PALM OIL CAN DO
MEN HAVE LEARNT TO UTILISE LAND BY BUILDING 10 OR MORE STOREY HIGHRISE FLATS, OFFICE OR CONDOS TO MAXIMISE USE OF LAND LIKE IN HONG KONG AND SINGAPORE
SO IS NATURE. PALM OIL ECONOMISE LAND USE
OIL PALM NEEDS SUNSHINE AND ABUNDANT WATER. SO EQUATORIAL CLIMATE LIKE MALAYSIA AND INDONESIA ARE SUITABLE FOR PALM OIL AND COULD PRODUCE AT MUCH LOWER COST COMPARED TO SOYBEAN AND CANOLA
2. SOYBEAN
A LEAFY SHRUB WHICH IS SUBTROPIC
ABOUT 3 FEET TALL AND UNLIKE OIL PALMS WHICH LAST FOR 25 YEARS OR MORE SOYBEAN IS PLANTED AND HARVESTED IN LESS THAN 6 SHORT MONTHS
AND IT NEEDS LOTS FLAT LANDS (CANNOT BE CULTIVATED ON HILL SLOPE LIKE PALM OIL)
3. CANOLA/RAPESEED
MOSTLY PLANTED NEAR COOLER CLIMATE LIKE CANADA OR EUROPE (EUROPE FAVOURITE COOKING & BIODISEL OIL)
FLOWERY SHRUB ABOUT 3 TO 6 FEET TALL (BEAUTIFUL BUT FRAGILE IN NATURE AND CANNOT STAND HEAT ABOVE 36 DEGREES CELSIUS OR WILL PERISH) AND LIKE SOYBEAN CAN ONLY GROW ON FLAT LAND
FROM HERE WE SEE HOW STUPID THE WEST HAVE DECRIED AGAINST PALM OIL USING SO LITTLE LAND SPACE, GIVING OUT THE HIGHEST OXYGEN AND CARBON FRIENDLY PLANT COMPARED TO SOYBEAN OR CANOLA
LATEST CLIMATE CHANGE HAS WIPED OUT CANOLA CROPS LEADING TO SKYROCKETING PRICES
SEE CANOLA OIL PRICE CHART
Canola
Canola refers to edible oil which recently is also used to produce biodiesel. The biggest producers of canola seeds are: European Union, Canada, China, India and Australia. Canola futures are mostly traded on ICE Futures Canada.
NOTE: IF CANNOT VIEW FULL CHART OF CANOLA THEN GO VIEW FROM YOUR DESK TOP COMPUTER
WITH SUCH UNHEARD OF USD1,050 FOR CANOLA OIL EU IS NOW SUFFERING FROM VERY HIGH FOOD AND ENERGY INFLATION
BAN PALM OIL?
THEY ARE SHOOTING THEMSELVES & KILLING THEMSELVES ECONOMICALLY
WARM REGARDS
Calvin Tan
Jurong West
Singapore
Please buy or sell after doing your own due diligence or consult your own remisier/fund manager
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Discussions
Be the first to like this. Showing 16 of 16 comments
PALM OIL VERSUS OTHER CROPS
Land required to produce 1 ton of oil:
Palm oil = 0.25 ha
Rapeseed = 1.25 ha
Sunflower = 1.43 ha
Soybean = 2 ha
Oil palms cover only about 7% of the world’s arable land but produce 40% of its vegetable oil. Replacing palm oil with an alternative would require the cultivation of a lot more land.
#source from Bloomberg
2021-11-14 10:50
It obvious that palmoil already the most efficient veg oil mah!
Posted by Anthonyloh > Nov 14, 2021 10:50 AM | Report Abuse
PALM OIL VERSUS OTHER CROPS
Land required to produce 1 ton of oil:
Palm oil = 0.25 ha
Rapeseed = 1.25 ha
Sunflower = 1.43 ha
Soybean = 2 ha
Oil palms cover only about 7% of the world’s arable land but produce 40% of its vegetable oil. Replacing palm oil with an alternative would require the cultivation of a lot more land.
#source from Bloomberg
2021-11-14 12:46
The following write up summarize why is it palmoil stock offer the best investment & investor protection loh!
Do not listen to the good for nothing stock analyst who have vested interest loh!
Posted by calvintaneng > Nov 6, 2021 5:28 PM | Report Abuse
Intrinsic99
I have read all the argument broth forth by the Naysayer IB Bankers
None of them is true
See our Friend reply
Posted by Johnzhang > Nov 2, 2021 9:57 AM | Report Abuse
IBs and many pessimist are relentlessly worried that CPO price will fall since the day CPO reached $3,000/- in 2020. CPO reached $5,350 now! Should investors be too concerned if CPO price correct down from today's level ?
I would like to share the year's high (H) , low (L) and the simple average (Avg) from year 2008 to 2021as below :
2008. $4179 (H) , $1403 (L) , $2791 (Avg)
2009. 2887,. 1630. 2259
2010. 3782. 2386. 3084
2011. 3930. 2786. 3358
2012. 3567. 2027. 2797
2013. 2635. 2157. 2396
2014. 2917. 1933. 2425
2015. 2360. 1802. 2081
2016. 3243. 2181. 2712
2017. 3344. 2338. 2841
2018. 2555. 1718. 2137
2019. 3025. 1834. 2430
2020. 3835. 2021 2928
----------------------------------------------------
Avg. 3251. 2017. 2634
----------------------------------------------------
2021YTD 5395. 3471. 4434
2021's H is 29% higher than the highest H (2008)
2021's H is 66% higher than the avg H 2008-2019
2021's L. Is 147% higher than the lowest L (2008)
2021's L is 72% higher than the avg L 2008-2019
2021's Avg is 68% higher than the Avg 2008-2019.
Despite the above , all plantantion counters stock prices are 20-50% below the highs achieved in 2008 -2020 period . Mind boggling indeed.
So, why should there be worries if CPO price indeed correct for 10-20% next year ??
02/11/2021 9:54 AM
Stock: [TAANN]: TA ANN HOLDINGS BHD
Oct 26, 2021 3:22 PM | Report Abuse
The windfall tax is not new . It has been around since 2008.
The IBs rating for plantation sector have been like this :
When CPO $3,000 , price will fall to $2,500 , neutral rating
When CPO $3,500 , price will fall to $2,700 , neutral rating
When CPO $4,000 , price will fall to $2,800 , neutral rating
When CPO $4,500 , price will fall to $3,000 , neutral rating
When CPO $5,000, price will fall to $3,200 , neutral rating
When CPO $5,300 , price will fall to $3,300 , neutral rating
Listening to IBs will bring you to Holland !
NOTE: JOHNZHANG SAID: "LISTENING TO IBs WILL BRING YOU TO HOLLAND
(NO WONDER 90% OF THE MARKET RETAIL PLAYERS YEAR AFTER YEAR LOSING MONEY LISTENING TO IB BANKERS: 90% OF RETAIL PLAYERS LOSING MONEY DECADE AFTER DECADE LOSING MONEY LISTENING TO IB BANKERS
(BETTER WAKE UP! STOP LISTENING TO IB BANKS)
Posted by Johnzhang > Oct 8, 2021 12:50 PM | Report Abuse
I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that,
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:
Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.
Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.
Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.
2021-11-14 12:49
Very good analysis of calvin sifu loh!
Investment into farmland or plantation is the best defensive investment strategy now loh!
Invest now...b4 its share price rerate & shoot up mah!
U see...sifu calvin should continue to promote plantations share when there is still deep margin safety for plantation stock mah!
This is the very safest strategy mah!
No need to heed the naysayers complaining spamming mah!
Bcos naysayers had very bad ulterior motives mah!
2021-11-14 12:56
Remember why investing into palmoil stock is greatleh ??
Plantation land beside having huge tract of cheap land to protect us against rampant inflation, it also produce food and also provide good & safe dividend yield of 3% t0 6% pa much superior compare to fixed deposits of yield less than 2% pa.
In other words plantation is a perfect investment at the moment loh!
2021-11-14 13:03
If u want surefire safe & steady accumulation of wealth, stick with plantation mah!
Do not sway loh!
2021-11-14 13:07
surefire safe and steady?
yes!
Palm oil is vertical and both soybean and canola are horizontal
So palm oil being 60 feet tall compared to others 6 feet tall?
how many times more?
60 divides by 6
= 10
Yes for every canola or soybean Palm oil is 10 times more productive by virtue of it being stacked up vertically
Palm oil use less land to produce more oil, absorb CO2 and gives out more oxygen
2021-11-14 19:43
See Hong Kong skyscrapers
https://www.google.com/search?sxsrf=AOaemvJLvkoR6lqeNRV-ifWm8xh08rAYgg:1636902251491&source=univ&tbm=isch&q=very+tall+building+in+hong+kong+images&fir=u4XvBW6SO1AAQM%252CTZ8wLQg2WMcsQM%252C_%253BOebScFPEvAsFWM%252CB2UxhybLohWzPM%252C_%253BZS0bsgF0-j-E1M%252CtIGcksHryooicM%252C_%253B4kDderi6TWrL6M%252CTZ8wLQg2WMcsQM%252C_%253BjVrj9zpUnrbLTM%252CveQf0w4yJkSLQM%252C_%253BbQGQmn2p0E9RfM%252Cki3IAnVGT8xhpM%252C_%253B6NYpiFZdghQUFM%252CPXjJ5FK_zWVqRM%252C_%253BQmPo9uzaNXxyMM%252CTZ8wLQg2WMcsQM%252C_%253BtqDysHgTkfas9M%252CRZuTroQw2ByLGM%252C_%253BMEe1xK45QXprwM%252CBGhSpH74WkRzcM%252C_&usg=AI4_-kQv2RL_Zw55X9RhzWrkYOhsmamyiA&sa=X&ved=2ahUKEwiRnO2JkJj0AhVBwzgGHbimDjEQ7Al6BAgHEEY&biw=2102&bih=932&dpr=0.88#imgrc=0BYu6oflK0NTWM&imgdii=JQpNhrPwJnn8BM
How impractical if only one storey building allowed?
So is putting down oil palm to promote rapeseed or canola
2021-11-14 23:07
Other members also buying valuable stocks but not behave like this iddiot spammer
We all feel ridiculous nonstop posting nonstop promoting
As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?
This is very obvious you desperately want to cash out your share bought and treat other members as waterfish.
Now all open your eye and see this iddiot spammer sold all MHC stock since this iddiot spammer so confidence about the palm oil sector earlier and keep on promoting to all members everywhere.
https://klse.i3investor.com/servlets/forum/600571451.jsp
I so pity members here listen to this iddiot end up you can burn you hard earned money and this iddiot laughing at you later.
In the real world, no free lunch to people unless you want to take advantage from others
I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way
I pegging administrator need to take proper action against this spammer
2021-11-14 23:45
You are the one spamming while Calvin posted facts
See what is spam
What does spam mean on social media?
unsolicited messages
Spam can be defined as irrelevant or unsolicited messages sent over the Internet. These are usually sent to a large number of users for a variety of use cases such as advertising, phishing, spreading malware, etc.6 Apr 2015
2021-11-15 00:09
Result of very high canola/rapeseed oil prices in UK
See
https://www.bbc.com/news/business-58962049
2021-11-15 08:27
High food inflation Price chart of USA
https://tradingeconomics.com/united-states/food-inflation
2021-11-15 08:33
SAJI 1KG COOKING OIL NOW RM6.70 (WHERE THE RM2.50 SUBSIDISED ONES GONE)
See
https://mydinexpress.my/emporium/product/saji-cooking-oil-1kg/
2021-11-15 08:39
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calvintaneng
As we can SEE that palm oil is adapting itself to equatorial climate where there is abundant sunshine and rainfall
So it grows tall over 60 feet
Canola is grown mostly in Canada where prairie low grasslands are and cannot grow taller than 6 feet
So palm oil producing 10 times more oil using less Land is in line with nature
To go against palm oil will bring high inflation and economic misery to world population which is ever increasing
2021-11-14 00:03