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)
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)
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)
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
Created by calvintaneng | Apr 29, 2024
Created by calvintaneng | Apr 27, 2024
Created by calvintaneng | Apr 06, 2024
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/
2022-07-10 22:47
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
2022-07-10 22:55
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
2022-07-10 23:02
BPLANT ALSO FULL OF VALUE
ITS PRAI LANDS ALONE WORTH ALMOST RM1 BILLIONS
NTA OF BPLANT IF REVISED SHOULD RISE OVER RM2.00
2022-07-10 23:04
THPLANT WILL WITNESS RECORD PROFITS
AFTER DEBT TAKEN CARE OF BY RM300 MIL FRESH SUKUK LOANS HOPE ITS DIVIDENDS WILL RESUME
2022-07-10 23:05
JAYA TIASA SHOULD RECORD A FANTASTIC QUARTER
JAYA TIASA = GIANT TREASURE = GIANT PROFITS
Dividends & Free Bonus please go make request
2022-07-10 23:06
IOI CORP HAS CASH HOARD RM2.3 BILLIONS & READY TO EXPAND BY WAY OF NEW ACQUISITION OF BROWN FIELD PALM OIL LANDS
2022-07-10 23:15
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
2022-07-10 23:49
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
2022-07-11 08:32
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
2022-07-11 12:15
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
2022-07-11 14:02
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.”
2022-07-11 15:47
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?
2022-07-12 10:13
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
2022-07-12 10:29
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
2022-07-12 10:35
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
2022-07-12 10:38
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
2022-07-12 10:41
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
2022-07-12 10:44
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
2022-07-12 10:46
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
2022-07-12 10:48
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
2022-07-12 10:51
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.
2022-07-12 11:40
Correct
Lots of room for growth from Agriculture
https://www.cmcmarkets.com/en/opto/why-jim-rogers-is-betting-on-agriculture
2022-07-12 11:49
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
2022-07-12 17:36
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
2022-07-12 18:03
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
2022-07-12 20:35
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
2022-07-12 20:38
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
2022-07-12 20:39
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
2022-07-12 20:41
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
2022-07-12 20:43
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
2022-07-12 20:47
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
2022-07-12 23:32
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
2022-07-30 10:10
calvintaneng
SOP RECORD PROFITS WILL FURTHER REDUCE ITS P/E TO BELOW 3
CHEAPEST AND STRONGEST GROWING PALM OIL CO NOW
2022-07-10 22:36