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BRAZIL NORTH SUFFERED FROM FLOODING WHILE ARGENTINA IS SUFFERING FROM DROUGHT

CORN & SOYBEAN WILL BE IMPACTED FOR YEAR 2022 IN SOUTH AMERICA

PLUS USA PIVOTING INTO BIOFUEL THE DEMAND FOR SOYBEAN EXCEEDS SUPPLY

PRICES WILL REMAIN VERY HIGH

 

ABOVE IS SOYBEAN OIL

BELOW IS DISASTER DUE TO DROUGHT IN CANADA (CANOLA CROP: OIL) WIPEOUT

Severe heat, drought slash canola crop harvest to smallest in 9 years

Canada's canola crop was supposed to be big this year with record-high prices spurring farmers to boost acreage to a three-year high

Author of the article:

Bloomberg News

Marcy Nicholson

Publishing date:

Aug 30, 2021  •  August 30, 2021  •  2 minute read  •   Join the conversation

Article content

The world’s biggest canola grower expects to harvest its smallest crop of the oilseed in nine years after high temperatures and drought slashed yields.

 

AT USD1,050 CANOLA  OIL IS NOW AT 60% HIGHER THAN WORLD RECORD HIGH OF USD600

BY SAME YARDSTICK CPO IF BENCHMARK TO CANOLA OIL SURGE OF EXTRA 60% WILL BE

 

RM4,000 (OLD RECORD)

SO RM4,000 X1.6

= RM6,400

WILL CPO REACH RM6,400 PER TON?

 

100 YEAR FLOOD IN MALAYSIA IMPACT PALM OIL HARVEST

 

 

 

TRIPLE WHAMMY ON THREE MOST IMPORTANT VEGE OIL CROPS WILL NOW PROPEL CPO PRICES TO ITS HIGHEST OVER RM5,300

THIS IS THE BEST OF TIME FOR ALL PALM OIL STOCKS

THAT IS WHY WE ARE BULLISH ON PALM OIL

 

PALM OIL STOCKS: THE SUPERSTARS OF YEAR 2022 (Forget all others. Just pile into Palm oil Full Force)

 

Dear Investors & Friends,

 

Now it is very clear as crystal year 2022 will see Palm Oil Stocks going into a most powerful earnings season like never before in all its history

And these are our reasons

1. Palm oil, Canola oil & Soybean oil are all at very high elevated prices till September 2022

The Results of all Palm Oil Companies will be reporting its most fantastic results for

February 2022 (Results of Oct., Nov., & Dec. 2021 CPO averaged above Rm5,100 a ton)

May 2022 (Results will be excellent)

August 2022 (Results will be excellent)

November 2022 (Results will be excellent) Nov. results include July to Sept 2022 and only in Sept. 2021 we will know how Canola crop fared in Canada (So February 2023 results will depend on how much Canola oil is available then)

For all of Jan to Sept 2022 there will be a HUGE SHORTFALL of Canola oil as Canada 2021 Canola crops wiped out by drought.

By the same yardstick Cpo if priced to canola oil should also be up 60% from its last world record price of Rm4,000

So Rm4,000 X 1.6%

= Rm6,400

Will Cpo price rise to Rm6,400?

That will be the Super of Super Bull!!!

What if Canola crop fail again by Sept 2022?

The unthinkable might happen.

World famine like in Biblical Time where Joseph sold grain for life

Whole of Egypt & the Surrounding Nations lost their entire life savings, their assets, their houses & lands & finally they sold themselves into slavery for food grain after 7 years of drought

And what about Soybean & Corn?

Right now in Brazil there is too much rain impacting harvest & in Argentina dry weather impede growth

In Malaysia a 100 year flood event hit the country

All these are terrifying times when Jesus said

“And great earthquakes shall be in divers places, and famines, and pestilences(coronavirus); and fearful sights and great signs shall there be from heaven.”(Luke 21:11)

 

2. The 2nd Reason why Palm oil prices must be high is due to Renewable Energy pivoting from fossil fuel to biofuel.

Firing the first salvo is Phillips 66 converting Its Fossil Refinery to Biodisel Refinery in USA with a first production of 800,000 gallons of Biodisel. Eventually Fossil fuel will be phased out & Renewable Energy takes its place

 

3. While population of the world is ever increasing farmlands are limited. And Bplant just sold palm oil lands to YtlPower for conversion into Solar Farm.

In North Kalimantan TSH RESOURCES is selling Palm oil lands to Kalimantan Industrial Park as Indonesia plans to stop exporting raw palm oil. A Huge Giganic Green Industrial Park will be built to make Cooking oil, biofuel,  soap, toothpaste, washing detergent for clothes,  shampoo, infant formula, pet food, hair dye, lip stick & thousands of other products which are made from palm oil

Malaysia will then takeover from Indonesia to be the Number One World Exporter of Palm Oil

 

4. What about Other Analysts talking down about Palm oil due to ESG concern?

That is the BIGGEST LIE Concocted. Palm oil needs only 1/7 of land used for Soybean or Canola and produce 10 times more oil. Palm oil Esg was a Big Lie invented by European Rapeseed/Canola growers as a form of Trade Protection since they can never ever compete against the versatile Palm oil

Moreover, the Major Consumers of Palm oil are India (1.35 BILIONS), China (1.4 BILLION CONSUMERS OF PALM OIL) Plus Indonesia, Malaysia, Thailand, Vietnam, The Philippines, Pakistan, Bangladesh, Myanmar, Nepal, Turkey, The Middle Eastern Countries & Many Others.

And Palm oil cheaper by 30% to 80% has no cheaper alternative. It has a moat against all other Vege oil in economy of land use, highest yield per acre & lowest of cost & man power.

So for a very long time more Palm oil will endure – as long as the Sun rises & the moon shines

 

Kindest Regards

Calvin Tan

 

Our Top Picks are

TAANN for High Dividends

BPLANT for High Dividends

SOP for Best Growth

THPLANT for its Vast 240,000 Acres Farmlands

JAYA TIASA As A Strong Turnaround

TSH RESOURCES: Insider Boss Buying & Unlocking of Value

WTK: Undervalue Assets

SIMEDARBY PLANT: Almost 800,000 Tons of FFB (Fresh Fruit Bunches) Monthly

FGV: Felda wants to take it private

ABOVE 9 ARE KLSE STOCKS

BELOW 3 ARE SINGAPORE SGX 

BUMITAMA

GOLDEN AGRI

WILMAR (SPORE)

 

Note: After Fantastic Earnings (prolonged) will come Higher Dividends, Special Dividends, Free Bonus, Free Warrants (Or a combination of all 4 to reward share holders)

And Outright Takeover like KLK taking IjmPlant private

THIS WILL BE A WINDFALL BONANZA

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