THE INVESTMENT APPROACH OF CALVIN TAN

TSH RESOURCES (9059) PALM OIL JEWEL: SOME INTERESTING FACTS ABOUT TSH RESOURCES YOU SHOULD KNOW, Calvin Tan

calvintaneng
Publish date: Wed, 02 Mar 2022, 11:42 PM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.

To all happy Investors of i3 Forum,

To-night we wan to highlight TSH RESOURCES & Some Interesting Facts.

 

1) TSH BOSSES ARE BUYING LIKE NO TOMORROW

Of all Palm oil stocks none is like TSH. Where Insider Directors

 

NOTE:

Datuk Kelvin Tan Aik Pen has bought a total of 6 Million Tsh shares from open market from 25th February, 2022 to March 2nd 2022

This is a Huge Increase from his usual buying of just a few hundren thousand shares. Why buy so many now and all the way up as Latest Filing shows he bought 1.5 Million shares at the average price of Rm1.575 per piece.

Another Director who recently bought is Mr. Lim Fook Hin who suddenly bought 500,000 shares of Tsh as he already got 1.5 Million shares already. 

 

2) SOMETHING BIG IS BREWING IN TSH RESOURCES?

Recently Indonesia did two things

One. IT STARTED THE WORLD'S BIGGEST INDUSTRIAL GREEN ZONE IN BULUGAN REGENCY, EAST KALIMANTAN

Here TSH has about 30,000 Acres of Prime Land. Proposed selling will garner a very nice Rm400 Million profit or about 26 sen

TSH already sold two Sabah estates for 7.59 sen profit. This will be reported by May or August 2022 results.

People also bought Bplant in high expectation that by May 2022 Bplant will report the high profit from Kulai Land sale to YTL -Power (completed & cash received)

So coming into TSH coffers will be 7.59 sen + 26 sen = 33.59 sen profit

Is that the reason why Insiders are buying & buying?

Not really. There is more to what the eye can behold

 

3. TSH RESOURCES HIT 4 GOLD MINES WHEN INDONESIA SHIFTS ITS CAPITAL TO KUTAI REGENCY, EAST KALIMANTAN & CHANGE ITS NAME TO NUSANTARA!

THAT'S THE BIG OPEN SECRET!

YES! About 10 years ago TSH Bought 3 Palm oil Estates in Kutai West & 1 Palm oil Estate in Kutai East

The book value was only 20 sen to 22 sen psf. Today AFTER Indonesia signed it into law the Creation of NUSANTARA - Land Prices in Kutai (Now NUSNTARA has Sky-Rocketed to Rm30.00 to Rm40.00 psf

SO TSH HAS HIT 4 BULL"S EYE JACKPOTS

Image result for target bullseye images

3 PALM OIL ESTATES LOCATED IN WEST KUTAI
 
 
 
Image result for target bullseye images
ONE BULL'S EYE IN EAST KUTAI
 
 
 
SEE AGAIN
 
Profile picture

Lim Fook Hin

Non-Independent Non-Executive Director

Lim Fook Hin was appointed as an Executive Director of TSH on 9 May 1997. On 1 February 2016, he was re-designated as Non-Independent Non-Executive Director. He also serves as a member of the Audit Committee, Remuneration Committee and Nomination Committee. He is currently a Director of Ekowood International Berhad. He also sits on the board of some subsidiary companies within the TSH Group and holds directorship in other private limited companies. He is a member of the Malaysian Institute of Certified Public Accountants. After qualifying as a member of the ICAEW, he joined Coopers & Lybrand as an Audit Senior in 1976 and was transferred to Coopers’ management consultancy services in 1977. He joined the Commonwealth Development Corporation in 1978 and was seconded to Sarawak Oil Palm Sdn. Bhd. as Company Secretary.

 

He joined BAL Plantation Sdn. Bhd. in 1981 as Financial Controller until 1993. His main responsibility included financial management, merger and acquisition and commodity marketing. He was Chief Executive of United Palm Oil Industries PLC (“UPOIC”), a company listed on the Stock Exchange of Thailand before joining TSH in 1997.

 
 
Director Lim Fook Hin is in charge of financial management, merger and acquisition and commodity marketing.
 
And that involves Land sales in Sabah, Bulugan Regency & possibly Kutai Regency lands as well
 
If these Lands bought as low as 20 sen psf and sold at full market rate of Rm30 to Rm40 psf in future
 
THEN TSH STANDS TO RAKE IN OVER RM100 BILLIONS IN PROFIT
 
That is really Mind Blowing indeed
 
Meanwhile Director continues to mop up Very Under Value TSH Shares from open market
 
 
4) IS TSH UNDERVALUE?
 
For that we must know TSH is Top 2nd holder of Innoplant with 21.95% shares. Why both Director Kelvin & Mr. Lim Fook Hin sit on the Board of TSH & INNO and they only Buy up TSH SHARES AND NOT INNO? Wonder why?
 
Inno only rent those palm oil lands from Sabah Govt to produce palm oil for a fee. TSH owns its HIGHLY VALUABLE  Palm oil lands outright
 
Like you rent a shoplot in Mid Valley Megamall to do business as in the case of Inno
But TSH owns the entire Mid Valley MegaMall, so to say.
 
Of course TSH has IMMENSE VALUE
 
One of the many hidden value of TSH is EKOWOOD Which it took private for 40 sen in year 2017
 
 
 
Let us see the comments in Ekowood Forum
 
 

Sebastian Sted Power

what a shock privatization!!!

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++)

2016-11-30 14:08

Sebastian Sted Power

This 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)

2016-11-30 14:12

dompeilee

dompeilee Bought 25,000 at 20.5c
22/03/2016 15:29

SOLD 13,000 @ 33.5c :D :D !!!

2016-11-30 15:01

zhangliang

Privatisation 40 sens, now only 33 sens can buy?

2016-11-30 15:04

Ultrainvestor

It's not confirmed yet right? Still require certain processes i.e. EGM, voting et cetera.

2016-11-30 15:17

Sebastian Sted Power

this type of privatization offer price will only go higher. Ok if they rejected 40cents offer

2016-11-30 16:49

dompeilee

Sold balance 12,000 Ekowood @ 32c :D Bye bye Ekowood & thank you!

2016-11-30 16:57

Lincorn Matthieu Seven

Sifu 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?

2016-11-30 18:07

Sebastian Sted Power

what 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.

2016-12-01 08:39

Jon Choivo

I dont see how the acquisition wont go through, only question is, do you want TSH shares.

2016-12-01 09:46

Jon Choivo

This 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.

2016-12-01 10:22

Jon Choivo

bought 200k at 3.43, couldve sapu the 335 queue but i was being penny wise, pound foolish.

2016-12-01 12:54

Jon Choivo

Given
1.92/0.4*0.33=1.584
1.92/0.4*0.34=1.632
1.92/0.4*0.35=1.680
1.92/0.4*0.36=1.728
1.92/0.4*0.37=1.776
1.92/0.4*0.38=1.824.

I think the fv is 0.38

2016-12-01 14:27

firehawk

Jon, thks for yr calculation :-)

2016-12-16 10:34

firehawk

approachs to fv 0.38, @0.38 equivalent to TSH=1.82 ... now TSH is 1.92 ....

2017-01-06 10:47

NAHNEW

Do anyone knows that TSH pay ECOWOOD shareholder 0.40 per share or convert the share to TSH share of 0.4/1.96 ?

2017-02-13 10:53

calvintaneng

Hi guys

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

2021-10-14 21:07

calvintaneng

Tsh going to reach Rm1.96 first

From there Tsh expected to skyrocket above Rm5.00 when 5 plots of Golden Lands are sold in Bulugan Regency (one) and 4 in Kutai (Nusantara) the Chun Chun new capital of Indonesia

1 week ago

 
 
Tsh price today Rm1.58
 
Our Target price by end 2022 is Rm3.00
 
Longer term if TSH can sell its Gold Mine Lands in NUSANTARA at Full Market Value we expect TSH to go above Rm5.00 to reach Blue Chip Status at Rm10.00
 
But that will take time
 
 
Best Regards
 
Calvin Tan
 
 
Please buy or sell after doing your own due diligence or Consult your Remisier/Fund Manager
 
 
Please see Comment page on Bulugan Regency (Youtube)
 
NUSANTARA: NEW CAPITAL OF INDONESIA IN EAST KALIMANTAN (YOUTUBE)
 
 

Nusantara – New Capital City of Indonesia

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Nagara Rimba Nusa

Indonesia is planning to move its capital from Jakarta in Java to a new city named Nusantara in East Kalimantan on the island of Borneo. The move is in part to relieve pressure on traffic-clogged Jakarta, which is sinking, polluted and crowded. A new capital city would also be a way of symbolically centralising the government, which is seen as being too Java-centric.

The idea of moving the capital has been around since independence, with president Soekarno (1945-1967) planning to move the capital to Palangkaraya in Kalimantan. President Yudhoyono (2004-2014) also floated the idea.

The latest push to move the capital was proposed by President Jokowi shortly after winning his second term in 2019. Indonesian presidents can only serve two terms, and this costly and difficult project would have been too controversial to run as a first-term election policy.

A number of locations were short-listed, including Palangkaraya in Kalimantan (president Soekarno’s original choice). Kalimantan was the preferred region as it’s close to the geographical centre of Indonesia.

The chosen location is an area split between North Penajam Paser Regency and Kutai Kartanegara Regency in East Kalimantan. This is roughly between Balikpapan and Samarinda.

It’s worth noting that’s it’s the capital that is moving, not the whole of Jakarta (as if it was possible to somehow relocate a city of 10 million+ people). Running alongside the news of the new capital has been news articles of how Jakarta is sinking into the sea, and it is being abandoned. While it’s true that the city is sinking, and rising sea levels will also cause chaos, Jakarta is still planning for the future and it’s projected to be the world’s largest city.

Work was supposed to start in the new city in 2020, but then COVID-19 happened. The project was put on hold, then planning resumed in 2021. On 17 January 2022 it was announced that the new capital would be named Nusantara (meaning archipelago in Indonesian).

Nusantara (New Capital City Of Indonesia) Map

This map shows the approximate location of where the new capital will be. The map also includes the geographical centre of Indonesia and the extreme points of Indonesia.


[Map of Nusantara – new capital of Indonesia.]

New Capital in Kalimantan
[Location of new capital in Kalimantan (via @jokowi).]

 

 

 

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calvintaneng

Indonesia names new capital Nusantara, replacing Jakarta | Parliament passes legal framework | WION

https://www.youtube.com/watch?v=NnBKN29lmaE

2022-03-02 23:48

calvintaneng

TSH Sold 30,000 acres of land in Bulugan Regency and made a nice profit of 29 sen. Since Tsh owns 90% its profit share is 26 sen

See
https://www.benarnews.org/english/news/indonesian/kalimantan-industrial-zone-12212021135837.html

2022-03-02 23:51

calvintaneng

Yesterday Soyoil closed at new world record price of Us79.54 for the 1st time ever!

Palm oil Superbull is Super Boosted as Cpo prices will Surge Higher

2022-03-03 08:41

calvintaneng

Happy morning all

Tsh boss bought another 1 million Tsh shares yesterday at new benchmark of Rm1.68

THIS TSH IS NOW IN UPTREND

BETTER DON'T MISS THIS SUPERBULL

2022-03-04 08:18

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