THE INVESTMENT APPROACH OF CALVIN TAN
FA & TA OF PALM OIL: The Historical Charts Point to Much Much Higher Prices in Months ahead, Calvin Tan
calvintaneng
Publish date: Sat, 30 Apr 2022, 11:11 PM
calvintaneng
0 1,841
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 Friends of i3 Forum
We have already picked Top 10 Palm oil Stocks based Solely on FA
That is Fundanmental Aspect
1) Simedarby Plant (Over 3.3 Million Acres world largest)
2) IOI Corp (432,000 Acres)
3) SOP (300,000 acres)
4) Thplant (240,000 Acres)
5) Bplant 220,000 Acres
6) Jtiasa 206,000 Acres
7) TAANN (200,000 Acres) Plus Top holder of SwkPlant
8) FGV over 300,000 Acres)
9) TSH Resources (About 200,000 Acres & 21.95% of InnoPlant)
10) Hs Plant (Only exception: About 100,000 Acres Cash Rich & Debt Free)
Now we look at TA:
FA First & TA Will Tell Us TRENDING UP POTENTIAL
To See That We "SEE" THE PRICE CHART OF CPO
198219901998200620142022
7104.0
CPO Last World Record Was Rm4,000 per metric ton
Now is Rm7,100
So it is Up by Another 77.5%
Let us Look at Historic Price Chart of All 10
1. SimeDarby Plant
KLSE: SIMEPLT
1D
5D
1M
6M
YTD
1Y
5Y
Max
| Open |
5.29
|
| High |
5.29
|
| Low |
5.17
|
| Mkt cap |
36.24B
|
| P/E ratio |
16.06
|
| Div yield |
3.87%
|
| 52-wk high |
5.46
|
| 52-wk low |
3.27
|
SIMEPLANT Historic High Was Rm6.00
But that is not so accurate. Simeplant a spin off from Sime Darby
In bull run years of 2008, 2012 & 2014 Simeplant (In Simedarby actually crossed Rm12.00)
So we can expect SimePlant to cross Rm10.00
Monthly Harvest of FFB is almost 800,000 tonnes
2. IOI CORP
IOI CORP Historic high Was Rm6.53 when Cpo was Rm4,000
3. SOP
SOP high was Rm7.04
Now 217,000 Acres are Prime Matured Should see Prices go higher to Rm10 to Rm12 range
4. ThPlant
ThPlant historic High Was Rm2.45 when Cpo was Rm4,000
Now?
5. BPlant
Bplant spin off from Boustead chart should go backward to see clearer
Bplant with 100 Years Asset History if Value Unlocked should trade Rm2 to Rm3
6. Jtiasa
Jaya Tiasa historic high was Rm3.35
A high beta Stock in Boom years overshoot on Upside & in Bear overshoot on downside
Are we in Upside or Downside Trend?
7. TAANN (Great Peace)
TAANN Historic high was Rm6.89 before bonus. Can expect Bonus from Taann again?
8. FGV
FGV IPO Price was Rm5.00
Felda should offer Rm3.00 to Rm4.00 to take FGV Private
9. TSH RESOURCES
TSH High was like IjmPlant both over Rm4.00
Tsh after ex bonus One free for Two is Rm2.60
Now with 5 Gold Mine Jackpot Lands in Nusantara
Plus taken Ecoworld Private at 40 sen a share (Year 2017)
Its 21.95% investment in InnoPlant
TSH Should Rise above Rm2.00 as IT IS EXTREMELY UNDERVALUE
Target should reach historic high of Rm2.60 & move up to Rm3.00 to Rm4.00 range
All Palm oil Lover & Long Term Investor should have some TSH in his/her portfolio & hold tightly
10. Hs Plant
Hs Plant historic high was Rm3.78 when Cpo was only Rm4,000 (Now more by 77.5%)
Hs Plant should rise to Rm4.00 to Rm5.00 range
100% Debt Free
Free cash 52.21 sen
Dividend 60% from Profit
100% Pure Upstream in Sabah
Plus sells Spot
Hap Seng mother sell because it needed cash like Ltat selling Bplant to raise cash
ALL OF THE ABOVE 10 HAVE FA/TA & SUPER RUN POWER OF VERY HIGH CPO PRICES
We expect in One to Two Years Time if Cpo Prices remain elevated due to War in Ukraine (Impacted Sunflower oil) , Embargo in Russia. Drought & Flood in Canada (Destroyed Canola crop, USA, Brazil (Flood in Mato Grosso & Drought in Parana impact soybean) , Argentina, In NSW, Australia Canola too much rain quality dropped & the resumption of La Nina
ALL Palm oil Shares could go up 300% to 500% in Super Bull
If it Morphed into Once A Century Biblical Famine like Joseph in Egypts' Time
Then we shall see many New Millionaires, Multi Millionares & even Billionaires Emerge
Warmest Regards
Calvin Tan
Jurong West
Republic of Singapore
Please buy or sell after doing your own due diigence or Consult Your Remisier/Fund Manager
News from Canola
Canola futures skyrocketed to a new record peak above the CAD 1,200 region, now up more than 15% since the beginning of 2022, supported by tighter global supplies. Canada's canola seedings are forecasted to decline 7% to 20.9 million acres in 2022 as farmers shift to alternate crops. The world's top producer, Canada, witnessed sinking inventories after a drought hit last year's harvest and cut output to the lowest since 2007. Supporting prices further were supply disruptions due to extreme spring rains and flooding in NSW and northern NSW that affected production and quality. On top of that, the war in Ukraine sent shockwaves through global agricultural markets, with higher production costs putting further upside pressure on prices.
Canola Price last record was USD600 now Almost Double to Rm1,200
Cpo will also Skyrocket like Canola Oil
20002005201020152020
1184.2
Soy Oil Jumps to Another All-Time High on Global Shortage Fears
-
War, hoarding, weather worries drive up vegetable oil prices
-
Corn nears decade high with ‘struggling’ Brazil crop in focus
SOYOIL ALSO VERY VERY HIGH
ALL PALM OIL COMPANIES ARE EARNING 200% TO 300% PROFITS AND EARNING LIKE NEVER BEFORE
While Prices are Still Lagging
SO PALM OIL SHARES ARE STILL RELATIVELY CHEAP AND WILL ALL GO BACK TO ITS HISTORICAL HIGH & THEN EXCEED THEM AS CPO HAS ALREADY BROKEN INTO NEW WORLD RECORD BY ANOTHER 77.5%
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Discussions
Be the first to like this. Showing 13 of 13 comments
Some people still think Cpo can fall back to Rm2,000 which is NOT TRUE OR POSSIBLE FOR THESE REASONS
After 50 Years since the 1970s Oil Shock Crude oil has seldom return to its USD20 plus lows
See 70 year chart
https://www.macrotrends.net/1369/crude-oil-price-history-chart
The game changer 50 years ago was the Arab OIl Embargo
The game changer now is Palm oil's turn
Chagrin with Relentless lies by Esg against Palm oil Indonesia has decided to ban palm oil export to push up prices
Since 2018 for four years due to Green peace Attack Indonesia & Malaysia have stopped converting palm oil from forest, peat soil or lands near river.
So while world population increased by another 320 millions (Each year population up by 1% out of World 8 Billion people)
is 80 millions
80 millions x 4 years = 320 Million (Entire population of USA) while there is not a corresponding of supply
SO CPO PRICES WILL FROM NOW REMAIN ELEVAED DUE TO POPULTION INCREASE, PRODUCTION CURBED BY ESG ATTACK, HIGH FERTILIZER COST, ADVERSE WORLD WEATHER
JUST INVEST AND HOLD PALM OIL LONGER TERM AS A HEDGE TO HIGH INFLATION YET TO COME
2022-05-01 18:51
Hahaha
I thought who gave a comment ?
it turns out the same insane fella calling for a crash when things are CLEAR AS CRYSTAL NOW FOR ALL WHO GOT EYES TO SEE.
LOL!!!
2022-05-01 22:09
Memang benar 2008....Fcpo drop from Rm 4000 to Rm 1500 a drop of 62.5% loh!
That time min gaji in 2008 is only Rm 500 mah!
Now gaji Rm 1500 mah! To drop back by 62.5% gaji will need to drop back to Rm 563 mah!
Impossible loh...gaji will never drop back even to Rm 1200 loh!
Now coming back palmoil....if gaji cannot even drop back even to Rm 1200 in the next 5 yrs do u think palm oil can drop from Rm 7,400 to Rm 2761 meh ??
Impossible mah....even it drop back to Rm 4,000 it is quite difficult loh!
Thus must have logic by taking inflation into account mah!
Your father time 5 sen....can buy chicken rice....today u need rm 7.50....can chicken rice drop back to 5 sen per plate leh ?? Impossible mah!
2022-05-02 00:21
Inflation and hyperinflation will be coming due to the synchronized money printing by USA, Japan, EU and almost all other nations debasing paper currencies
2022-05-02 07:44
Palm oil has a double protection against the ravages of high inflation
1. Cooking oil rise will benefit palm oil directly
2. The underlying assets on which palm oil are grown are lands
Lands which can only appreciate with population growth and the ever expanding infrastructure that opens up value
Plus North south highway, Ecrl and Pan Borneo highways have all added value to palm oil estates in their expanding route
Bill Gates, Jeff Bezos and even Warren Buffet likes farmlands
2022-05-02 07:48
We can expecting POWERFUL Palm Oil Super-Bull 2022-2023 with unprecedented historical high CPO in our life-time 6,000-7,000-8,000 tone 2022 & 2023 [no more cheap CPO for many years to come]. Retail investors buy palm oil stocks maximize possible to hedge severe global inflation+global food crisis+weaker currency RM. Deposit money FD in banks only get very low interest & depreciate value...Investing in palm oil stocks can enjoy at least 100% and more return, plus 5%-10% dividends. Furthermore, most palm oil stocks are severe UNDERVALUE....Buy & Hold Palm Oil Stocks sure win big 2022-2023!!!
2022-05-02 23:04
Remember loh!
The current Plantation share price valuation is based on CPO Rm 4000 mah!
If CPO sustained above Rm 4000 for say 1 year....a very big rerating is coming mah!
For your info....the current CPO is above Rm 7000 mah!
2022-05-03 12:03
https://edition.cnn.com/2022/05/02/business/gcc-food-security-mime-intl/index.html
-------------------------------------------------------
*A strategy that gained popularity and unwelcome attention after 2008 was the purchase of cheap farmland abroad. Saudi Arabia was among the leading Gulf states investing in overseas agriculture in countries like Sudan, Kenya and Ethiopia after reducing wheat production by about 12.5% annually in 2008 to save the kingdom's scarce water supplies. The practice has been criticized by activists for allegedly denying impoverished farmers access to farmland and resources*
----------------------------------------------------
If local funds dislike plantations stocks foreign funds maybe very happy to buy and indirectly own some local farmlands.
2022-05-03 15:00
Msci has included 2 palm oil stocks : Tsh and Taann out of 6 selected
that means Foreign Funds gave 33% weightage to palm oil
thus this time of weakness is best opportunity to add more
2022-05-19 01:04
Correctloh Palmoil plantation is the best way to hide mah!
U r effectively involve with food production mah!
2022-05-19 08:40
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calvintaneng
Current Cpo price is Rm7100 and cpo future even higher above Rm7690
Suppose cost of Cpo production is Rm1600
Cpo at Rm3200
Profit is 100%
If Cpo Rm4800
Profit 200%
CPO RM6, 000
PROFIT 300%
Cpo possible to reach Rm8000
Profit will be 400%
So much profits rolling in?
Share prices of palm oil will hahaha!!
2022-04-30 23:47