THE INVESTMENT APPROACH OF CALVIN TAN
DIVIDENDS & INSIDERS BUYING & POSSIBLE PRIVATISATION OF PALM OIL CO ARE DEFENSIVE, Calvin Tan
calvintaneng
Publish date: Thu, 16 Jun 2022, 11:18 PM
calvintaneng
0 1,859
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
Today Calvin taking a break from posting. But One sincere friend called & shared his experience in Palm oil shares he bought for dividends
So I promised to post on his behalf the findings
See
Reposted from Bplant Forum
Bplant's Actual Dividend Payment Record:
2022 - 7.3ct
2021 - 8.35ct
2020 - 1.00ct
2019 - 1.00ct
2018 - 7.00ct
2017 - 19.50ct
2016 - 14.50ct
2015 - 13.0ct
2014 - 6.00ct
Total = 77.65ct (Over a period of 9 years & 2022 is still going to receive dividends).
So, for me, investing in Bplant for long term dividend payment basis, will very soon ensure my Bplant is FOC (free of charge) because I will continue to receive dividends from Bplant.
The above is actual record from Bplant's website.
Note: Steve Wong is a retired Banker with Experience hands On in Palm oil Business
He owns more than 1 Million shares of Bplant for long term dividends
One day, if something excellent comes out from Bplant benefiting LT shareholders, I will reap a huge financial jackpot while my Bplant is already FOC, and this is a wise investment policy I hold & advocate.
Hsplant's Actual Dividend Payment Record:
2021 - 17.00ct
2020 - 7.00ct
2019 - 2.50ct
2018 - 2.50ct
2017 - 11.00ct
2016 - 11.00ct
2015 - 8.00ct
2014 - 11.00ct
2013 - 10.00ct
2012 - 11.00ct
Total = 91.00ct (Over a period of 10 years & 2022 is still going to receive dividends).
So, for me, investing in Hsplant for long term dividend payment basis, will very soon ensure my hsplant's holding cost is getting lesser & lesser, because I will continue to receive dividends from Hsplant. It shall become FOC for me one day.
The above is actual record from Hsplant's website.
One day, if something excellent comes out from hsplant benefiting LT shareholders, I will reap a huge financial jackpot while my Hsplant's holding cost is already lower & lower, and this is a wise investment policy I hold & advocate.
3) TAANN
Posted by steveccwong > 1 hour ago | Report Abuse
Taann's Actual Dividend Payment Record:
2022 - 15.00ct
2021 - 30.00ct
2020 - 15.00ct
2019 - 5.00ct
2018 - 10.00ct
2017 - 10.00ct
2016 - 10.00ct
2015 - 20.00ct
2014 - 20.00ct
2013 - 5.00ct
Total = RM1.40 (Over a period of 10 years & 2022 is still going to receive dividends).
So, for me, investing in Taaan for long term dividend payment basis, will very soon ensure my Taann's holding cost is getting lesser & lesser, because I will continue to receive dividends from Taann. It shall become FOC for me one day.
The above is actual record from Taann's website.
One day, if something excellent comes out from Taann benefiting LT shareholders, I will reap a huge financial jackpot while my Taann's holding cost is already lower & lower, and this is a wise investment policy I hold & advocate.
Please Note:
Gloves now game over due to China's Very Fierce Glove Price War. In August & Nov 2022 Gloves might report losses and its dividends from cash pool might shrink. As for Palm oil China cannot do like Glove. In fact China has gone to Sabah in search of Palm oil estate investing.
Tech Bubble busting by FED raising Interest rates due to High Inflation
High Food inflation like Cooking Oil will benefit Palm oil Co
So we can expect more dividends from Palm oil companies
Not only these above pay good dividends
With Very High Profits All Palm oil Companies will see its debts evaporate & later will also give high dividends as well
Best Regards
Calvin Tan
Please buy or sell after doing your own due diligence or consult your remisier or fund manager
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Discussions
3 people like this. Showing 45 of 45 comments
Calvin, later TSH boss said let s take TSH private by offering rm1.30. Then how?
2022-06-17 00:23
No. Director Tan Aik Yong who bought at Rm1.64 will not agree plus there are about 10 local and foreign funds among Tsh Top 30 holders will not agree
2022-06-17 02:23
nice approach Calvin, and i like your caveat at the bottom "buy or sell at your own risk" .... you are turning out to be a professional financial advisor, reporting on facts and never to mislead. If talk about long term.... 10 years and above investing, banks are the safest bet, yes it can go up and down, but dividend is pretty assured - it will range 3-4% yield initially but after a few years with appreciation the yield will get better. Palm oil play for now is purely due to the market imbalance.... which carries its own risk, as we can see CPO is hovering at about 5,500 from about 6.500 just about 10 days ago.
2022-06-17 04:37
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
calvin likes to spin a lot of stories which are speculative at best.
For example, Netx was going to be the company that will benefit tremendously from the NFC project. He went overboard there spinning lots and lots of lies. So much for his integrity and his religious beliefs.
He will be more credible if he just stays with the fundamentals of the companies he wish to share and share his intrinsic value for these and the reasons for his enthusiasms on them. Other than these, he is just very noisy most of the time.
2022-06-17 06:58
Nice article on the concept of dividends leading to cheaper holding costs. Had never look at it this way before.
2022-06-17 09:00
Yes Thomas
this dividend concept and the long term holding to average down of investment was first told to me by Johor Sifu a decade ago
he said buy an "X" company say Rm1.00
and if this year it gives a 10 sen dividend then the holding cost will drop from Rm1.00 to 90 sen
and if the following year it receives another 15 sen dividend it will be
90 sen - 15 sen
= 75
so by receiving high dividends for few more years then the holding cost will drop
to 60 sen
50 sen
40 sen
until zero cost due to capital return from dividend, special dividend and cash payout
After many years all shares are FOC (FREE OF CHARGE)
AND HE STILL RECEIVE GOOD DIVIDENDS FOR LIFE
PLUS IF HE REINVESTED ALL HIS DIVIDENDS AND COMPOUND IT HE WILL SEE HIS WEALTH MULTIPLY
THIS IS WHAT ALBERT EINSTEIN SAID COMPOUNDING INTEREST IS THE 8TH WONDER IN THE WORLD
I heard he turned Rm2 millions into Rm20 millions by long term investing
that was one decade ago and imagine how much more his investment has snowballed
2022-06-17 10:33
@Thomas Chan Yeu Wai: Nice article on the concept of dividends leading to cheaper holding costs. Had never look at it this way before.
BLee: Hi @Thomas Chan Yeu Wai, agreed on the concept, but only half the truth..
Question: Where did the dividend money come from? Usually profit making companies can afford to give dividends, that's one plus point in investing in such companies. The dividend is usually from this profit and the share price will be adjusted accordingly…
Growth companies usually don't give good dividends, reserved money for growth purposes…
Happy trading and TradeAtYourOwnRisk
2022-06-17 11:38
Raymond
Thank you for the kind words
Calvin never claim to be a professional financial adviser
Actually Calvin is a life long student learning from everybody
And it is my duty to tell facts and truth. Though not all turn out as i hoped but still i happy to see more that is right side than wrong side
2022-06-17 11:40
@calvintaneng: Actually Calvin is a life long student learning from everybody
And it is my duty to tell facts and truth. Though not all turn out as i hoped but still i happy to see more that is right side than wrong side
BLee: Hi Uncle @calvintaneng, I am also learning from you and everybody else. Since you mentioned hope "to see more that is right side than wrong side"; very much like to highlight that biodiesel is now commercially available from recycled cooking oil of all types.
Link: https://www.wikihow.com/Prepare-Used-Cooking-Oil-for-Biodiesel
https://www.amafiltration.com/casestudies/upcycling-used-cooking-oil-into-biodiesel-with-the-cricketfilter-filtration-system/?gclid=CjwKCAjwqauVBhBGEiwAXOepkcTT6zDeJ3sRnJT4mPenoJL4j2Sa8hQ1JQmPgivXknL40bfTm0vHKBoCfvgQAvD_BwE
And only Palm oil from seedlings to fruit bearing required a long gestation period, others plants and flowers oil a very much shorter planting period. That is another half truth..
Happy trading and TradeAtYourOwnRisk
2022-06-17 12:13
In my limited experience, the sectors for dividends will always be finance, consumer and property (including REITs). These 3 are the building blocks of any country. Interest rate may change, consumer prices and subsequent stinginess or demand to buy may change and owning properties (for own use and recurrent income) are bedrocks
Buy what very few can create
2022-06-17 12:27
@calvintaneng: Palm oil takes longer to grow from planting to first drop of cooking oil is 4 to 5 years and after that it will still produce fruit
BLee: Hi Uncle @calvintaneng, I am using the word "gestation" meaning "return of investment" (ROI) only after "birth" and "delicate care" after years only can see the "fruits" of labour. How much money needs to be spent? Fast rotation means fast ROI.
Which is better? I prefer the "cash crop"...
Happy trading and TradeAtYourOwnRisk
2022-06-17 13:23
Another advantages of palm oil are it needs less than half the land required by other crops (such as sunflower, soybean or rapeseed) to produce the same amount of oil. This makes palm oil the least expensive vegetable oil in the world.
https://askrspo.force.com/s/article/Why-is-palm-oil-so-popular
2022-06-17 13:32
you will need to take into consideration of increase cost for fertilizer and labour cost. currently, there are more countries planting palm tree as well. not only Indonesia but India and South Amerika.
2022-06-17 13:33
Another advantages of palm oil are it needs less than half the land required by other crops (such as sunflower, soybean or rapeseed) to produce the same amount of oil. This makes palm oil the least expensive vegetable oil in the world.
https://askrspo.force.com/s/article/Why-is-palm-oil-so-popular
2022-06-17 13:34
@BLee: agreed is half the truth based on adjusted share price once it goes EX. Just finding some comfort based on the recent sharp drop in KLCI. Using leverage at the moment and at times, dividends received used to cover a portion of amount owed to investment bank. I just have to cover the monthly interest payments until amount owed is fully repaid by dividends + certain amount of cash top ups.
2022-06-17 14:02
@StartOfTheBull: Another advantages of palm oil are it needs less than half the land required by other crops (such as sunflower, soybean or rapeseed) to produce the same amount of oil. This makes palm oil the least expensive vegetable oil in the world.
BLee: Hi @StartOfTheBull, as mentioned earlier, I am happy Palm Oil price is very profitable now.
Countries which have plenty of cheap and idling land are suitable for agriculture planting, land in Indonesia and Malaysia should be a non-issue. (Observed South Korea and Japan making full use of idling land by the road side and under elevated highway for planting!!, hope to see that in Malaysia due to the food crisis..)
Did the calculation of Palm Oil, the least expensive vegetable oil in the world, factor in the upkeep planting from seedlings to produce the first drop of oil? I doubt it…
Happy trading and TradeAtYourOwnRisk
2022-06-17 14:31
these are the facts
Steve Wong has compiled a total of 77 sen for Bplant in 9 years
If you only take dividend in short term context then of course after ex dividend price will be adjusted down
Steve is talking about long term dividend trend
Steve bought bplant at 55 sen and this year so far dividend is 11.3 sen
so if Bplant gives out consistent dividend for few more years then Steve said he will get back his original 55 sen invested capital
how you guys can understand
2022-06-17 16:08
Based on chart, these oil palm stocks already in topping process...so becareful guys
2022-06-17 16:57
Palm oil and palm oil related products exports increased by 54% YoY in May 2022. Another prosperous month for oil palm plantations companies . Congratulations!
https://www.sinchew.com.my/20220617/%e7%94%b5%e5%ad%90%e7%94%b5%e5%99%a8%e5%8f%8c%e6%b2%b9%e9%9c%80%e6%b1%82%e5%bc%ba%e5%8a%b2-5%e6%9c%88%e5%87%ba%e5%8f%a3%e5%a2%9e30-5%e8%b6%85%e6%a0%87/
2022-06-18 10:12
Ok I went to take another look at Thplant Annual Report
It has 1,550 hectares of Teak Estate in Sabah
To convert Hectares to acres
1,550 x 2.471
= Rm3,830 acres
Teak is known as the "Gold" of the timber market
Very very expensive because it takes up to 20 years from planting to harvesting
And now Thplant Teak trees are already more than half way mark to harvesting
2022-06-18 11:59
Is it? Has Hai O share price gone up by 1000%?
But I will still look for an undervalue overlooked stock like Thplant
I will buy something which few people are aware
Thplant (very few knows it's hidden Gold timber Teak wood treasure)
Teak is 300% more expensive than normal wood
After planting and harvesting Teak it will last up to 100 years
Teak is not afraid of the elements or termite
2022-06-18 12:09
I just checked up Hai I
Year to date Hai O dropped from Rm1.82 to Rm1.50 (dropped 17% in value)
2022-06-18 12:18
Interesting discussion. Another super Saturday. Thank you.
Some how, I bought puer tea just for own consumption, never think of keeping it for years because afraid of it being eaten by cockroaches or deteriorate in quality for keeping it too long.
2022-06-18 13:44
The appreciation of puer tea may be true but how easy can you find buyers for your skyrocketed price tea 10 or 20 years from now that will remain a question.
2022-06-18 16:08
As i warned two weeks ago, based on my chart analysis, big boys already leaving the party. Retailers very obedient. Still holding strong. They continue to hold the bag. Don't kill the messenger. I only report what I see on the chart. FUNdamental can be FUN
2022-07-06 12:22
Maybe all investor guru is the same continue to promote when share price already reach rocket high from Glove, Tech stock and now plantation.
2022-07-06 13:31
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calvintaneng
Post removed.Why?
2022-06-16 23:25