C) INDONESIA HAS IMPLEMENTED B35 BIOFUEL AND NOW MORE AND MORE WILL GO INTO BIOFUEL TILL B100
50 Mobil Pakai BBM Kelapa Sawit B100, Lebih Irit Dan Tidak Berasap
https://www.youtube.com/watch?v=nXtOMPTYhSQ
When B100 is ready it will take up 77% of all Palm Oil Indonesia can produce
So there is a long term favourable shift for PALM OIL
So we will hold Palm Oil shares as a long term investment
Why must be long term?
SO LONG?
WAIT UNTIL NECK ALSO LONG
YES!!! A THOUSAND TIMES YES!!!
2. WARREN BUFFET WEALTH CHART SHOWS THE LONGER YOU INVEST THE BETTER
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THAT'S THE SECRET!
ColdEye aka Fong Siling and Dr Neoh Soon Kean have been holding Jtiasa, Thplant, SOP, WTK, Subur Tiasa, Innoplant, Swkplant, Hs Plant and other Palm oil Shares for many many years. You can verify them in Top 30 Holders of Palm Oil shares
And these are Highly Successful Investment Gurus
3) PALM OIL IS USED BY 8 BIILLION PEOPLE WHILE BUFFET's GILETTE SHAVING BLADE ONLY USED BY 4 BILLION PEOPLE
Warren Buffet likes Gilette Shaving Blade shares
Why?
Answer:
Every night Warren Buffet goes to bed he thinks of 4 Billion Men whose beard will be growing
And next morning they will NEED TO USE HIS SHAVING BLADES
That is Wisdom!
It is a necessity! And business is perennial as long as Men Exist (Ladies don't have beard? So it is only limited!
HAHAHA!
Not for Palm oil
Palm oil is Used by Both Sexes
See
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COLDGATE PALM-OLIVE IS USED BY ALL PEOPLE EVERY MORNING & NIGHT
And it is also A NECCESSITY!!
So Palm OIl will be in Great Demand
And 4 of Warren Buffet's stocks like Proctor & Gamble, Johnson & Johnson, Mondelez & Kraft use lots and lots of Palm Oil
In Malaysia 50% of all Supermarket Items have Palm oil and among Biggest User is Nestle
A sea of yellow in Maggee mee {20% Palm oil)
A sea of Red in Kit Kat (Lots of palm oil)
A sea of green in Milo (Lots of palm oil)
PALM OIL IS SO PERVASIVE & PENETRATING
4) PALM OIL HAS TWO PRONGED GROWTH
From Its FFB & CPO Sale
From Its Landbanks purchased long ago at very low prices (AND APPRECIATING UPWARD ALL THE YEARS)
Bplant just jumped up by 15.5 sen to 79.5 sen (From 64 sen) rumour of privatization after Boustead
Both are trading far below its NTA(NET TANGIBLE ASSET)
Rumour or not Bplant has given us very good dividends
5) WHAT ABOUT TSH RESOURCES? Was it a disappointing Quarter
No. For those who attended Agm Charman Tan Aik Pen has confirmed that TSH has only received Part Payment from Bulugan land sold which is Rm457.5 Millions (AND BALANCE OF CASH WILL BE REPORTED WHEN UPON RECEPTION) AND FOR THAT ALL ARE WAITING
Since Total sold for Cash is Rm731.09 Millions as Reported Officially in Bursa Website there is still a Rm273.59 Millions yet to be received
In any case the latest Qtr results showed TSH Resources total Debt now only a mere Rm95 Millions (Was more than Rm1.5 Billions not too long ago)
No wonder Eastspring Fund suddenly appeared in Top 30 of TSH Annual Report with 15 Million TSH Shares
They SEE VALUE NOW IN TSH JUST AS THEY SAW VALUE IN TMAKMUR THEN
And ABOVE AND OVERALL IS THE LAND BOOM NOW IN NUSANTARA IN WHICH TSH OWNS A TOTAL OF 94,700 ACRES OF LANDS WITH BOOK VALUE AS LOW AS RM5K PER ACRE OR 13 SEN PER SQ FEET
As Boustead is a company with more than100 history since the time when Long Jaffar founded tin in Larut (circa 1848) the lands alienated to bplant from Boustead now sits in prime zone still at ancient rock bottom prices
So if revalued Bplant Nta will reach Rm5.00
BPLANT LIKE ALL OTHER PALM OIL CO SITTING ON VERY UNDERVALUE LAND ASSETS
Tsh has 94700 acres of prime lands in Kutai and now turned into Nusantara the new capital of Indonesia
how many sq ft?
To convert just multiply 43,560 by 94,700 acres
= 4,125,132,000
More than 4 billion sq ft
One day if land prices of Nusantara rise up like Putrajaya to Rm50 then how much?
Answer is Rm206 billions
And with total paid up shares of Tsh at 1.388 billion it is computed to reach over Rm148 a share
Of course this will take much time
Truth is stranger than fiction
At one time When Japan in boom time it was said that the lands around the Imperial Palace of Japan was worth more than the entire state of California in USA
True or not up to all to do own study and research
IF MALAYSIA WITH SMALL POPULATION OF 33 MILLION COULD BUILD PUTRAJAYA WHY NOT INDONESIA WITH 300 MILLION POPULATION BUILD NUSANTARA?
That's all for now
Kind and sincere regards
Calvin Tan
Please buy or sell only AFTER DOING YOUR OWN DUE DILIGENCE AND IN DOUBT CONSULT YOUR OWN FUND MANAGER
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More articles on THE INVESTMENT APPROACH OF CALVIN TAN
of course if you invest in the right stocks like Warren then your networth will go up over the long term. If you invest like Calvin you will get the opposite effect!
Park your money anywhere but not where Calvin's mouth says to put it as with his palm oil stocks call in 2022. Kaw kaw buy, die die hold, he was screaming! That call was, and still is, a disaster one year later but he refuses to acknowledge it. Zero integrity.
Thank you for the analysis. However there is a “small” problem, TSH’s Indonesian lands are only 35 year leaseholds expiring in the 2040s to 2050s, as we can see from their Annual report. The value is very different from land in Malaysia which is usually 99year leaseholds or held in perpetuity as freehold land. Their Indo plantations’ land value will drop rapidly as the lease expiry date approaches, and at the end of the lease they will need to pay the Indo government to renew the lease at the then current rates which may be much higher if East Kalimantan will be more developed by then (in fact the Indo government may decline to renew the lease).
Indeed plantation is gold mine. Many plantation holders changed cars in 2022 because of the exorbitant profits they made. I was presented with a plantation for sale in 2018. After doing some research, based on the price then, i should get a return of 5% per annum on my investment based on the asking price. Now, i better put in bank for 3% and no headache la. Plantation owners are some of the richest guys in Malaysia but that's because they ventured into it 25 or 30 years ago. If i could buy plantation lands or plantation companies at 25 years ago price, do let me know ya
As of 2023, i know many cancelled their new car bookings based on latest CPO price. 2021 and 2022 were good years for palm oil but if the price can't sustain, it's just a consolation for the depressed price since the last 12 years. I am no expert in palm oil. One need to understand very well the long term price direction of palm oil in order to make successful investment and not just look at the past
before 2020 in year 2019 Cpo prices dropped to a low of Rm2200
even then palm oil co still ok as its cost of Cpo production was Rm1400
so Rm800 profit enough to pay bank loans, salary and overheads
By year 2020 to 2022 Cpo surged as high as Rm6000
and then now Rm3300
even though production cost jumped to Rm2000 - Rm2200 range palm oil co still make more than Rm1000 to Rm1200 profit per ton
higher than in year 2019
but many failed to notice
the two extremely good years of 2021 & 2022 have caused HUGE CASH INFLOW
Companies like Hs plant, Sop, Taann have turned cash surplus cos. Tsh and Jtiasa got great improvements in their balance sheet
Now with less or little bank loans to pay Palm oil cos have turned into safe cash cows
and best ever dividends have been and will be paid
in these recessionary times it is of utmost importance that Cos are not over-geared and able to give good dividends
so the current position of most Palm oil cos balance sheet are very healthy and with Cpo at new level above Rm3300(from Rm2200) we have a stable dividend stream
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
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50 Mobil Pakai BBM Kelapa Sawit B100, Lebih Irit Dan Tidak Berasap
https://www.youtube.com/watch?v=nXtOMPTYhSQ
2023-06-10 23:37