THE INVESTMENT APPROACH OF CALVIN TAN

PALM OIL COMPANIES WILL REPORT GOOD & FANTASTIC RESULTS IN AUGUST 2022, And Here a Brief Summary, Calvin Tan

calvintaneng
Publish date: Sun, 10 Jul 2022, 10:03 PM
calvintaneng
0 1,683
Hi Guys,

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

Dear Investors of Palm Oil Shares

Do not be disheartened due to the temporary fierce "Corrections" in Palm oil Pull Backs

WE FIRMLY BELIEVE ALL WILL REBOUND UP STRONGLY AS WE SEE FANTASTIC RESULTS OUT ONE BY ONE FROM NOW FOR ALL PALM OIL SHARES


WHY ARE WE SO BULLISH?


ANSWER:


1) BECAUSE ONLY PALM OIL GONE DOWN DUE TO SUDDEN RESUMPTION OF INDON PALM OIL EXPORTS

1.7 MILLION TONNES & THEN ANOTHER 2.5 MILLION TONNES


SINCE CONSUMPTION OF PALM OIL MONTHLY IS 6 MILLION TO 7 MILLION TONNES OR MORE IN NORMAL YEARS THESE SURPLUS STOCKS SHOULD MELT AWAY FAST AS THERE IS NOT ENOUGH VEGE OIL ON WORLD MARKETS


2) VERY HIGH COMPETING VEGE OIL NOW

SUNFLOWER OIL IS UP 100% FROM WORLD RECORD DUE TO UKRAINE/ RUSSIAN WAR

CANOLA OIL UP 50% DUE TO CANADA DROUGHT

RAPESEED OIL ALSO UP 40% DUE TO EU DROUGHT

SOYOIL WAS US 30 SEN A LB WHEN WE STARTED TO GET BULLISH ON PALM OIL. AS OF NOW SOYOIL HAS REBOUNDED ABOVE US 60 SEN A LB ABOVE WORLD RECORD

CPO NOW RM4,157 WHICH IS STILL ABOVE PAST RECORD OF RM4,000

NOW THERE IS STILL VERY HIGH REAL PROFITS FLOWING INTO PALM OIL COFFERS

SO IF ALL COMPETING VEGE OIL PRICES ARE HIGH THEN CPO PRICES WILL REMAIN ELEVATED

LATEST GOOD NEWS

INDONESIA BY JULY 20 2022 WILL INCREASE B30 TO B35 UP 33% BIOFUEL CONTENT IN ITS PETROLEUM

THIS WILL TAKE UP 2.5 MILLION TONNES OF CPO

VERY GOOD AS BRENT OIL ALSO AT USD107 HIGH


SO WE EXPECT PALM OIL COMPANIES TO MAKE DECENT PROFITS & THE SELL DOWN OF PALM OIL SHARES ACROSS THE BOARD IS OVERDONE AND RIPE FOR BULL RUN TO RESUME


3) APRIL TO JUNE 2022 WITNESSESD THE MOST SPECTACULAR JUMP OF CPO FUTURE TO CROSS RM9,000 AT THE NEWS OF INDONESIA BANNING CPO EXPORT. REAL CPO WAS SELLING FROM RM6,300 TO RM7,400 A TON

AVERAGE PRICE 2ND QTR RM6,552 (WORLD RECORD QTR)

PLUS MOST PALM OIL CO REPORTED GOOD HARVEST OF FFB AS WELL


LET'S TAKE A LOOK AT SOME


calvintaneng: SARAWAK OIL PALM (5126)

Sop last qtr profit 34.09 sen when Cpo was less than Rm6000

From April to June 2022 Cpo ranged from Rm6200 to Rm7400
With average price of Rm6500

And Ffb also gone up to 91,000 tonnes for SOP

By next month Aug 2022 SOP results should match or beat 34.09 sen

SOP lacked 20% manpower but now with Indon workers returning SOP will see more Ffb harvested

So the price returning to Rm4000 range will be supported by an increase of Ffb

Bottom line overall will be excellent

Out of 300,000 acres more than 220,000 acres are prime producing age

And best is yet to come as SOP value add by making high priced red palm oil for export to China

SOP facts

Jan to March 2022 Ffb 252,000 tonnes

April and May alone 179,000 tonnes
that is about 71% of 1st qtr

if Sop June just as normal then 2nd qtr Ffb has improved

Plus April to June 2022 Cpo averaged Rm6500 which is highest qtr record

That means that SOP Aug 2022 results will beat 34.09 sen

3 days ago







SIMEDARBY PLANT (5285)

calvintaneng

Simedarby plant facts

Jan to March 2022 Ffb 1,910,060 tonnes (world biggest)

April & May alone 1,373,737 tonnes (waiting for June figures)

Two months alone is 71.9% of 1st qtr (exceeds volumes)

April to June 2022 Simeplant witnessed Cpo average at Rm6500 (world record)

That means that Aug 2022 results will be great

Which funds now accumulating ??

3 days ago

From Bursa Filing we see KWAP Has Been Buying SIMEPLANT 1 MILLION SHARES FOR SEVERAL DAYS

SIMEDARBY GOING THROUGH M&A

NEXT MIGHT BE SIMEDARBY PLANT AS ITS LANDS IN PENINSULAR (EXAMPLE IN SELANGOR HAS A BOOK VALUE ONLY RM12K PER ACRE. CURRENT MARKET PRICE IS RM200K TO RM250K) SimePlant has a 200 year history

IF SOLD THERE WILL BE A LOT OF VALUE TO BE UNLOCKED.


JAYA TIASA (4383)

calvintaneng

Jtiasa fact sheets

1. For Jan to March 2022 total Ffb harvested was 150,000 tonnes

But in April to May alone they harvested 117,000 tonnes

about 78% of 1 St qtr

We think June Ffb should be decent as well

since Cpo prices ranged the highest in April to May at Rm6500 average the coming Aug 2022 results for Jtiasa should be great

3 days ago



TAANN (5012)

calvintaneng

Taann facts

Jan to March 2022 Ffb 132,000 tonnes

April & May alone 105,000 tonnes
that is 79.5% of 1st qtr now we await June Ffb figures

also April to June Cpo at higher average of Rm6500 per ton

2 more salient news

Taann top holders of Swkplant also see increase in Ffb

2. With the boycott of Russian Redwood by Japan veneer plywood prices in Japan jumped up by 60%

Taann exports veneer plywood to Japan will benefit the most

Can expect excellent results from Taann this Aug 2022 with another handsome dividend and a free bonus issue possible

3 days ago


WHAT IS TRUE ABOUT 4 ABOVE WILL ALSO BE TRUE FOR THPLANT, FGV, HS PLANT, IOI CORP & BPLANT & ABOVE ALL TSH RESOURCES

ALL THESE TIMES TSH HAS PARTNERED WITH WILMAR IN DOWNSTREAM EXPORT TO COOKING OIL TO CHINA & INDIA TEEMIMG BILLIONS

TSH THROUGH WILMAR SELLS GOLDEN DRAGON FISH (AROWANA BRAND) COOKING TO CHINA & ADANI COOKING OIL IN INDIA



WHAT WILL HAPPEN TO PALM OIL SHARES


1) EXPECT RECORD BREAKING PROFITS

2) VERY HIGH DIVIDENDS

3) HIGH SPECIAL DIVIDENDS

4) FREE BONUS ISSUE (SOP ONE FREE BONUS FOR TWO BY JULY 15TH : HURRY NOW!)

5) POSSIBLE FREE WARRANTS

6) SURPRISE M&A OR TAKEOVER LIKE KLK PAID RM3.10 (WAS RM2.20) FOR IJMPLANT SHARES

IOI CORP HAS RAISED RM2.3 BILLION CASH HOARD FOR ACQUISITION

7) ALL OF THE ABOVE COMBINED


PALM OIL BULL RUN REBOUNDING UP & UP & UP


WARMEST REGARDS

Calvin Tan


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




Discussions
1 person likes this. Showing 40 of 40 comments

calvintaneng

SOP RECORD PROFITS WILL FURTHER REDUCE ITS P/E TO BELOW 3

CHEAPEST AND STRONGEST GROWING PALM OIL CO NOW

2 months ago

calvintaneng

TSH LATEST NEWS

According to One e-mail enquiry to TSH the recent ban of Cpo export from Indonesia did not affect TSH as it sold most of its Cpo to its JV Partner Wilmar which export Downstream cooking Oil to China by the most popular brand called "Golden Dragon Fish Cooking oil or "AROWANA BRAND"

So TSH Should report another great Quarter Results

https://www.wilmar-international.com/annualreport2020/04-acc-growth-in-china.html

https://www.tsh.com.my/milling-and-refinery/

2 months ago

calvintaneng

TAANN WILL BENEFIT FROM HIGH CPO PRICES & HIGHER EARNINGS FROM SWKPLANT

PLUS ITS PLYWOOD EXPORT TO JAPAN WILL SKYROCKET UP DUE TO JAPAN BANNING RUSSIAN PLYWOOD

See

In fact, affected by the situation in Russia and Ukraine, Japan’s timber prices have risen sharply recently.

https://klse.i3investor.com/web/forum/forum-thread/600764518

2 months ago

calvintaneng

SIME DARBY GOING THROUGH M&A

NEXT WILL BE SIMEDARBY PLANT (KWAP LOADING UP 1 MILLION SIMEPLANT SHARES SEVERAL DAYS ALREADY)

SIMEPLANT HAS LOTS OF DEEP VALUE ASSETS BEING A 200 YEAR OLD CO

ITS LANDS IN SELANGOR & ALL PARTS OF PENINSULAR HAVE AN AMAZINGLY LOW BOOK VALUE OF ONLY RM12,000 PER ACRES

MARKET VALUE IS 20X (TIMES MORE AT RM250,000 PER ACRE)

PETALING JAYA (April 2): Sime Darby Plantation Bhd (SDP) is seeking sale of some 4,300 acres of freehold estate land in Peninsular Malaysia, which they estimate will bring in RM1 billion.

The Star reports that industry experts peg the sale price between RM200,000 and RM250,000 per acre, the higher band of valuation for brownfield plantation land.

“The reserve price is believed to be at an average of RM200,000 per acre, which is on the higher side of recent transactions

https://www.edgeprop.my/content/1505114/sime-darby-dispose-rm1bil-freehold-estate-land

2 months ago

calvintaneng

BPLANT ALSO FULL OF VALUE

ITS PRAI LANDS ALONE WORTH ALMOST RM1 BILLIONS

NTA OF BPLANT IF REVISED SHOULD RISE OVER RM2.00

2 months ago

calvintaneng

THPLANT WILL WITNESS RECORD PROFITS




AFTER DEBT TAKEN CARE OF BY RM300 MIL FRESH SUKUK LOANS HOPE ITS DIVIDENDS WILL RESUME

2 months ago

calvintaneng

JAYA TIASA SHOULD RECORD A FANTASTIC QUARTER

JAYA TIASA = GIANT TREASURE = GIANT PROFITS

Dividends & Free Bonus please go make request

2 months ago

calvintaneng

FGV Full of Golden Value

P/E now below 4

2 months ago

calvintaneng

HS PLANT ALREADY GAVE 17 SEN PROFIT

ANOTHER RECORD QUARTER & RECORD PROFIT AGAIN

See

23-Feb-2022 09-Mar-2022 DIVIDEND Second Interim Dividend RM 0.1550
24-Aug-2021 08-Sep-2021 DIVIDEND First Interim Dividend RM 0.0150
24-Feb-2021 10-Mar-2021 DIVIDEND Second Interim Dividend RM 0.0550
26-Aug-2020 10-Sep-2020 DIVIDEND First Interim Dividend RM 0.0150
24-Feb-2020 09-Mar-2020 DIVIDEND Second Interim Dividend RM 0.0200
28-Aug-2019 12-Sep-2019 DIVIDEND First Interim Dividend RM 0.005
26-Feb-2019 11-Mar-2019 DIVIDEND Second interim dividend RM 0.01
28-Aug-2018 12-Sep-2018 DIVIDEND First Interim Dividend RM 0.015
27-Feb-2018 12-Mar-2018 DIVIDEND Second interim dividend RM 0.06
23-Aug-2017 07-Sep-2017 DIVIDEND First Interim Dividend RM 0.05
22-Feb-2017 07-Mar-2017 DIVIDEND Second interim dividend RM 0.08
24-Aug-2016 07-Sep-2016 DIVIDEND First Interim Dividend RM 0.03
23-Feb-2016 07-Mar-2016 DIVIDEND Second interim dividend RM 0.0500
25-Aug-2015 08-Sep-2015 DIVIDEND First Interim Dividend RM 0.0300
23-Feb-2015 06-Mar-2015 DIVIDEND Second interim dividend RM 0.05
26-Aug-2014 09-Sep-2014 DIVIDEND First Interim Dividend RM 0.06
26-Feb-2014 11-Mar-2014 DIVIDEND Special Dividend RM 0.02
26-Feb-2014 11-Mar-2014 DIVIDEND Second interim dividend RM 0.05
19-Aug-2013 30-Aug-2013 DIVIDEND First Interim Dividend RM 0.03
28-Feb-2013 13-Mar-2013 DIVIDEND Second interim dividend RM 0.05
29-Aug-2012 12-Sep-2012 DIVIDEND First Interim Dividend RM 0.06
14-Feb-2012 27-Feb-2012 DIVIDEND Second interim dividend RM 0.1
23-Aug-2011 08-Sep-2011 DIVIDEND Interim Dividend RM 0.1
27-May-2011 08-Jun-2011 DIVIDEND Final Dividend RM 0.07
25-Aug-2010 08-Sep-2010 DIVIDEND Interim Dividend RM 0.06

2 months ago

calvintaneng

IOI CORP HAS CASH HOARD RM2.3 BILLIONS & READY TO EXPAND BY WAY OF NEW ACQUISITION OF BROWN FIELD PALM OIL LANDS

2 months ago

calvintaneng

OK TAANN Will see Plywood Prices in Japan jump up by 60% due to shortage after banning Russian Red wood for Veneer Plywood

See
http://www.plywoodinspection.com/japan-will-ban-the-import-of-some-russian-timber/

Taann Insider Boss been collecting

DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 04-Jul-2022 Acquired 40,000 3.912
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 01-Jul-2022 Acquired 40,000 3.995
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 30-Jun-2022 Acquired 80,000 4.033
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 29-Jun-2022 Acquired 30,000 4.080
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 21-Jun-2022 Acquired 5,000 4.130
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 20-Jun-2022 Acquired 25,000 4.224
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 17-Jun-2022 Acquired 10,000 4.240
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 16-Jun-2022 Acquired 40,000 4.457
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 15-Jun-2022 Acquired 33,000 4.451
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 14-Jun-2022 Acquired 32,000 4.583
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 13-Jun-2022 Acquired 80,000 4.714
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 10-Jun-2022 Acquired 50,000 4.830
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 09-Jun-2022 Acquired 1,700 4.900

2 months ago

calvintaneng

calvintaneng

limitup4u

calvin, everyone know that august they will report a fantastic result.
but the concern will be the next few qr. Now is like glove, where everyone know it going to report a record breaking qr but the share price is still dropping. Because ppl know after this, is going to be all the way down. If you insisting long term for few years. Glove could make a come back from it also

21 minutes ago


Calvin has fully studied Glove Versus Palm oil

Glove runaway success that created Glove Billionaires awakened China Giant

China built Bullet train criss crossing China & built 1000 beds hospital in China

So China has built many many new glove factories IN TOTAL GLUT NOW LEADING TO PRICE WAR

See

By August Glove will report more Horrendous Losses while Palm Oil will Report Spectacular Profits

Why Palm oil after Aug will still be good?

3 Reasons:

1) Although CPO has softened to Rm4000 to Rm4200 range it might still move higher to Rm4500 - Rm5500 range as Ukraine War impede Sunflower, Drought now in US High Plain impact Soy & Canola & Indonesia manate B30 to B35 for Biofuel

And No China factor as Palm oil takes 5 years to grow and turn into 1st drop of cooking oil

So if all Competing Vege oil high There is no way CPO will fall like glove

2) Now since Cpo weakened we see Natural Gas (Nitrogen ferlizer) also weakened in tandem
So Cost of Cpo production drop back below Rm2000

At Rm4000 to Rm5000 for CPO the PROFIT STILL VERY EXCELLENT AT 100% TO 200%
(Gloves will see 10% to 20% losses by China price under cutting)

3) While Cpo price sustain at Rm4000 to Rm5000 range two very favorable factors emerge

i) MOST FRUITFUL MONTHS OF FFB FROM NOW TILL YEAR END
ii) RETURN OF INDON FRUIT HARVESTERS

SO THERE WILL BE A VERY BOOSTED RISE OF FFB

THESE WILL STILL CONTRIBUTE TO FANTASTIC PROFITS FOR ALL PALM OIL CO

AND BULL RUN CONTINUES INTO YEAR 2023/ 2024 & 2025 WITHOUT CHINA OR ANY COMPETITOR IN SIGHT

2 months ago

calvintaneng

And even if there is new planting of palm oil it will take at least 5 years to see any harvest till year 2027

Plus also since year 2018 till now both Malaysia and Indonesia banned convert of palm oil from forest

While no additional palm oil estates the population of the world still grow by 80 mil yearly (1% out of 8 billion on earth) 4 years mean 320 million

By year 2027 another 400 million more babies to be born

Demand will further push up prices

2 months ago

VTrade

Great minds repeated about ideas
Good minds about accepting idea
Good minds build up good people
Good people able to accept idea

Good people have no weak minds
Good people listen to good minds
Good people have good ideas
Good people have good minds

Great people have good idea

2 months ago

StartOfTheBull

Vtrade I give you a 'like'.

2 months ago

StartOfTheBull

Vtrade I give you a 'like'.

2 months ago

calvintaneng

Luke 6: 45
King James Bible
A good man out of the good treasure of his heart bringeth forth that which is good; and an evil man out of the evil treasure of his heart bringeth forth that which is evil: for of the abundance of the heart his mouth speaketh.

New King James Version
A good man out of the good treasure of his heart brings forth good; and an evil man out of the evil treasure of his heart brings forth evil. For out of the abundance of the heart his mouth speaks.

New American Standard Bible
The good person out of the good treasure of his heart brings forth what is good; and the evil person out of the evil treasure brings forth what is evil; for his mouth speaks from that which fills his heart.

NASB 1995
“The good man out of the good treasure of his heart brings forth what is good; and the evil man out of the evil treasure brings forth what is evil; for his mouth speaks from that which fills his heart.

NASB 1977
“The good man out of the good treasure of his heart brings forth what is good; and the evil man out of the evil treasure brings forth what is evil; for his mouth speaks from that which fills his heart.

Amplified Bible
The [intrinsically] good man produces what is good and honorable and moral out of the good treasure [stored] in his heart; and the [intrinsically] evil man produces what is wicked and depraved out of the evil [in his heart]; for his mouth speaks from the overflow of his heart.

Christian Standard Bible
A good person produces good out of the good stored up in his heart. An evil person produces evil out of the evil stored up in his heart, for his mouth speaks from the overflow of the heart.

Holman Christian Standard Bible
A good man produces good out of the good storeroom of his heart. An evil man produces evil out of the evil storeroom, for his mouth speaks from the overflow of the heart.

American Standard Version
The good man out of the good treasure of his heart bringeth forth that which is good; and the evil man out of the evil treasure bringeth forth that which is evil: for out of the abundance of the heart his mouth speaketh.

Aramaic Bible in Plain English
“A good man brings forth good from the good treasure that is in his heart and the evil man brings out evil from the evil treasure that is in his heart. For the lips speak from the fullness of the heart.”

2 months ago

beinvested

1. When we are comfortable, no cash flow problem, cars, newly renovated kitchen/car porch...we think that these are all from our capabilities/intelligence securing a high income job...ignoring the creations by the Creator/the Lord.
2. Our parnassah is not dependent on our college degrees rather depending on God. Even though we are wealthy, the prayers for a parnassah from God will increase the blessings and will make the providence from God even more sanctified/pure and good for our bodies. The bodies are the temples of God.
3. How many college drop-outs made to the top List of rich people? How many well or highly educated people can not pay their monthly bills/commitments?

2 months ago

calvintaneng

A man can receive nothing except it be given to him from above

Therefore we all are stewards of the bountiful goodness of the Living God
Use every thing, time and energy to His glory

2 months ago

calvintaneng

Ok latest good news

1. Soyoil and canola oil up again

2. Brent oil at usd106
By July 2022 Indonesia will increase B30 to B35

this will take up 2.5 million tonnes of Cpo for biofuel
Cpo prices will be well supported

3. With the correction of commodities the price of natural gas (nitrogen fertilizer ) has come down by 40%
that means production cost of cpo can come down to Rm2000 or less

4. Although Cpo has retraced it is still very good

2 months ago

calvintaneng

Why Cpo at Rm4000 to Rm4500 range still very good

Answer:

Because in year 2019 Cpo fell below Rm2200

so now is still up 100%

plus June to December every year is Peak production time for Cpo season (just like durian peak season June and July only )

this increase of Ffb will more than compensate for lower cpo prices

2 months ago

calvintaneng

Return of foreign fruit harvesters now no more wastage

Before borders reopened Jtiasa suffered lack of Ffb harvester by up to 50%
Sop and Thplant by up to 20% - 30% workers shortage

now all are returning in droves

less wastage means more savings

so after Aug fantastic results Nov 2022 results should also be excellent as well

2 months ago

calvintaneng

So count your blessings

1. Blessings of coming Fantastic Results by next months due to most spectacular qtrs of April to June 2022 when Cpo at world breaking record plus higher ffb

thus we expect higher dividend, special dividends and other goodies to be announced

2 months ago

calvintaneng

Blessings of

most fruitful harvest period from now till year end
Blessing of returning labors and less wastage

blessings of lower cost from lower fertilizer cost

2 months ago

calvintaneng

Also unlike gloves where there is fierce competition from China

there is a HIGH TIME BARRIER to entry for palm oil

it will take at least 5 years from new planting to see 1st drop of cooking oil and that in year 2027

Without competition Palm oil Cpo prices at Rm4000 to Rm5000 can last 3 to 4 years

2 months ago

calvintaneng

The high Cash inflow of all palm oil co will make them Cash rich and Cash cow for very good dividends

Taann
Hs plant
Bplant

all giving 7% to 12% dividend

innoplant dividend payout is 80% from profit

Tsh Resources which manages Innoplant for Sabah Govt will one day also give high dividends when Cash inflow clears all debts

Success will beget more success

2 months ago

beinvested

1. Is high time that the plantation field should be relooked into by the government. In the past, the government has put much emphasis on industrialization so much so the production of food for our daily needs on commercial basis have been sidelined.
2. In addition to manufacturing ventures, the cultivation of lands to produce food for daily consumption and oil palm for making bio diesel will generate income for the economy because the demand will be there. Plenty of lands being under utilized as we can see while driving along the highways.
3. Reduction of import for food will improve the outflow of the imbalanced of payment and the foreign exchange of our currency.

2 months ago

calvintaneng

Correct

Lots of room for growth from Agriculture

https://www.cmcmarkets.com/en/opto/why-jim-rogers-is-betting-on-agriculture

2 months ago

VTrade

Good people listen to good minds

2 months ago

calvintaneng

Good strong closing at Rm1.03 for Tsh

Director Tan Aik Pen bought Tsh till over new record over 280 million Tsh shares today

T ENACIOUS
S AMSON
H ERCULES

2 months ago

calvintaneng

Good news and more good news

SOP JUNE FFB IS 101,000 TONNES AT HIGHEST AVERAGE PRICE ABOVE RM6500

FANTASTIC RESULT CAN BE EXPECTED FROM SOP ON AUG 2022 RESULTS

SIMPLY THE VERY BEST

2 months ago

calvintaneng

Swkplant also reported a huge jump of Ffb in June

The results of Swkplant will be reflected in Taann and Taann ffb plus plywood should report exceptional profits as well

2 months ago

calvintaneng

There is a lingering but unfounded fear that palm oil bull will end like glove short lived bull run

This is totally wrong
Very very wrong perception out there

Gloves got China dumping and undercutting prices by 10% to 30% below Malaysian gloves

2 months ago

calvintaneng

For palm oil China cannot as it will take 5 years from planting to 1st drop of cooking oil

There is HIGH TIME BARRIER IN PALM OIL

2 months ago

calvintaneng

Not only palm oil got no real competition

Palm oil is even cheaper than rival soyoil, canola oil and sunflower oil by up to 30% to 50% discount against all

2 months ago

calvintaneng

Plus most other vege oil producers are in trouble

Sunflower oil in Ukraine hampered by war

Canola in Canada decimated by drought

Soyoil in usa turned to biofuel

Even in Brazil there was drought

2 months ago

calvintaneng

Another long term demand is population growth

Every year world population up by 80 million people since year 2018 no extra palm oil from forest

Even if now nations start planting palm oil it will be by 2027 to see new palm oil

That means from year 2018 to 2027 for 9 years world population will see 720 million more people

Demand far exceeds supply

2 months ago

HopusCopus

what about sime darby

2 months ago

calvintaneng

SIMEDARBY plant also very good

Got 3.3 million acres palm oil

Super undervalue lands book value only Rm12k per acre in Selangor

Now worth Rm200k to Rm250k per acre

2 months ago

calvintaneng

Dear Investors of Tsh Resources

Very happy morning again

Next week onward Your TSH Shares will turn super bullish together with all Palm oil shares on these latest developments

1) FCPO Latest has rebounded up Strongly to Rm4,289

2) Also Canola oil nearing USD900, soyoil & rapeseed oil also gone back up in tandem

3) China has snapped up 1 Million tonnes of Cpo & India now promoting Malaysian Palm oil to its 1.35 Billion population

EU heatwave wiped out 9% of its soybean & corn also buying Cpo

Plus Brent oil rebounded to USD110 More USA Refineries will take up lots more soybean for biofuel

Indonesia facing high oil prices will speed up B40 and will boost Cpo use & upkeep prices

So the recent sell down of all Palm oil shares present us a Wonderful opportunity to add on weakness

Now is the correct time to deploy more cash into Palm Oil to ride the UPTREND FROM NOW TILL END OF 2022 & BEYOND

Warm Regards to All Dear TSH Investors

Calvin

1 month ago

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