Dear Investors of i3 Forum, 

So far so good. Many Palm oil Counters are rebounding from March 2022 weakness.

And these are the things to KEEP IN MIND. The average price of Cpo was in the doldrum for many years languishing below Rm2,500 to even below Rm2,000 a ton causing lots of disappointment & misery until many have given up hope

Now no more

CPO IS NOW  AT WORLD RECORD HIGH

See

Cost of Cpo production is Rm1,600 per ton

If Cpo is Rm3,200

Profit is 100%

Mr. Megat Rizal of Thplant even said CPO at Rm2,500 Thplant can make money as it is a low cost producer.

KM Loong people also declared they are very happy if Cpo is Rm3,000

So Cpo at Rm3,200 has exceeded their expectations

If Cpo is Rm4,800

Profit is 200%

And now Cpo is Rm6,400

Profit is a Whopping 300%

Very few stocks in Klse can command even 20% to 30% real profits today

SO THERE IS NOTHING LIKE PALM OIL ON EARTH TODAY EARNING AS HIGH AS 200% TO 300% GROSS PROFITS

See how FOREIGN FUNDS ARE NOW IN MALAYSIA

Private investor and former investment banker Ian Yoong says that foreign funds have been buying plantation and other commodity-related stocks this year, with local funds following suit.

“This is due to asset reallocation by foreign funds, which sold down holdings in the US and are increasing the weighting of cyclical and emerging market equities. 

2) PALM OIL IS CASH BUSINESS.

As such many Palm oil Companies are FULL OF CASH and will start giving out

Dividends & Extra Special Dividends

See

Dividends & Special Dividends show that A Company is healthy. Unlike distressed companies giving out Rights Issues asking for money or asking shareholders for help

3) EXTRA FREE BONUS ISSUE & MAY BE FREE WARRANTS LATER

See SOP is giving One Free Bonus Issue for 2 shares held

NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) : BONUS ISSUES SARAWAK OIL PALMS BERHAD ("SOPB" OR THE "COMPANY") PROPOSED BONUS ISSUE OF UP TO 303,136,773 NEW ORDINARY SHARES IN SOPB ("SOPB SHARES" OR "SHARES") ("BONUS SHARES") ON THE BASIS OF 1 BONUS SHARE FOR EVERY 2 EXISTING SOPB SHARES HELD ON AN ENTITLEMENT DATE TO BE DETERMINED AND ANNOUNCED LATER ("ENTITLEMENT DATE") ("PROPOSED BONUS ISSUE OF SHARES")

NOTE: THE FREE BONUS ISSUE OF SOP HAS NO STRING ATTACHED AND NO TRICK (UNLIKE OTHERS WHICH VEILED IT WITH RIGHTS ASKING YOU FOR MONEY WHICH IS A BAD IDEA)

SOP FREE BONUS IS GENUINE

And we can certainly expect other Palm oil Companies to give Special Dividends & Free Bonus Issues as well

4) OUTRIGHT SURPRISE TAKEOVER OF SMALLER PALM OIL CO BY BIGGER LISTED PALM OIL CO POSSIBLE

Long ago many Palm oil Co were taken private like Asiatic, Golden Hope Plant, Tradewind, Austral Enterprize, Kulim, Tmakmur, Kwantas & others

Recently KLK too IjmPlant Private at Rm3.20 (Rm3.10 + 10 sen dividend) from Rm2.20 for a Rm1.00 windfall gain

We can expect Big Palm Oil Company Flushed with CASH and take over some other entity Palm OIl co at high premium prices

That is why better stay invested in a basket of undervalue good Palm oil shares for we do not know which will be next to be taken private

5) TAKING WHOLE COMPANY OR BUYING PORTIONS TO UNLOCK VALUE ALSO EXCELLENT

THEY  SELL  ESTATES FOR HIGH PROFITS NOW SURFACING

BPLANT RECENTLY SOLD KULAI ESTATES TO YTL POWER FOR RM428 MILLIONS AND UNLOCKED 16.6 SEN PROFIT

(We will see this in May 2022 results of Bplant next month)

TSH Resources just sold 2 Sabah Estates to register a 7.56 sen profit (not including profits from Palm oil sale)

Again we will see Results to be announced in May 2022

Many more exciting unlocking of Palm oil Land value

(Sorry for Oil & Gas as their assets located in deep sea are of rusty steel & of little use)

5) PALM OIL PRICES WILL BE HIGHLY SUPPORTED DUE TO DROUGHT & WAR

And Palm Oil has a Moat

See

A MOAT IS LIKE WATER SUROUNDING A CASTLE

In ancient times the Castle is surrounded with the protection with a body of water

There is a draw - bridge which could be lifted away from the access road & very hard for enemy to attack

Gloves unfortunately has "no moat" as China now also producing gloves, in just 3 or 4 months setting up new glove factories, by the billions or trillions?

For Palm oil it has a time BARRIER of at least 5 to 6 years from planting to first drop of Cooking oil

SO PALM OIL SUPER BULL RUN WILL CONTINUE FOR A MUCH MUCH LONGER TIME

6) WE ARE STILL IN VERY EARLY STAGE OF PALM OIL BULL MARKET 

Why?

Answer:

Because Top 30 Active Shares of KLSE traded are still mostly Speculative shares that earn little or nothing. Mosly imferior pump and dump shares

Hence we can still safely bargain hunt laggard palm oil shares slowly this month of April 2022

See

WE ARE NOW STILL IN STAGE TWO

PALM OIL BULL MARKET GROWS UP IN SKEPTICISM

Yes!

Many are still doubtful as we can see their comments in Forums

Hence we are still far from Euphoria (Just continue to buy when  others still fearful)

7) BY MAY 2022, AUGUST 2022 & NOVEMBER 2022 GOOD, EXCELLENT & FANTASTIC RESULTS OF ALL PALM OIL COMPANIES REPORTING RECORD BREAKING AFTER NEW RECORD BREAKING RESULTS

ALL WILL GO GAGA & IN EUPHORIA

ONLY THEN WE MUST HOLD BACK & RESTRAIN OURSELVES

90% OF THE CROWD IS COLD TO PALM OIL (SO WE BUY MORE)

WHEN 90% OF THE CROWD TURNS HOT HOT

THEN ONLY WE MUST SELL

OF COURSE NOT NOW!

SO WE CAN SAFELY BARGAIN HUNT LAGGARDS

WARMEST REGARDS,

Calvin Tan

Please buy or sell after doing your own due diligence or consult your remisier/fund manager