THE INVESTMENT APPROACH OF CALVIN TAN

BPLANT (5254) PRIVATIZATION CALLED OFF WILL BE BAD NEWS FOR SHORT TERM PUNTERS & GOOD NEWS FOR LONG TERM INVESTORS, Calvin Tan

calvintaneng
Publish date: Wed, 21 Jun 2023, 01:29 AM
calvintaneng
0 1,799
Hi Guys,

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

Dear Investors of i3 Forum,


It has been a volatile week for Bplant punters and short term traders due to "On" and "Off" News of Privatization

And this is the main reason why Short Term trading caused 90% to lose money eventually.

As one who entered Bplant on "bad news" when prices was cheap I can say it is rewarding to hold Bplant longer term

In fact the Calling "Off" of Privatization is long term good news for genuine investors (sorry for punters)


In year 2020 we bought Bplant at 57 sen (not the lowest. In fact Eagle Group members told Calvin they bought even cheaper than Calvin at 55 sen & some even lower)


See Bplant writeup when it was only 57 sen

And Bplant gave us excellent dividends all these 3 years of 2020, 2021 & 2022


See


ADDING ALL ABOVE WE RECEIVED A TOTAL OF 24.8 SEN

AT 57 SEN THAT MEANS 43.5% DIVIDEND FOR 4 GOOD YEARS

AND IF WE DIVIDE 43.5% BY 4 IT MEANS 10.87% DIVIDEND EACH YEAR OF 2020, 2021 & 2022 & 2023 (AND SINCE WE STILL HALF TIME THIS JUNE MONTH 2023 CAN WE EXPECT MORE DIVIDENDS AHEAD?


SO WHAT IS OUR HOLDING COST NOW?

57 SEN LESS 24.8 SEN = 32.2 SEN 

ONE FINE DAY WITH THESE EXCELLENT STREAMS OF DIVIDENDS WE WILL GET BACK ALL OUR ORIGINAL COST AND THEN BPLANT WILL BE FOC {FREE OF CHARGE} FOR LIFE AND THEN FREE DIVIDENDS FOR THE REST OF ITS ENTERPRIZE


SO GOOD AND SO COMFORTABLE AND CAN SLEEP SOUNDLY EVERY NIGHT


OK LET US GO SEE BPLANT TREAD AND SCROLL BACK TO YEAR 2020


THERE IS ALWAYS GREED AND FEAR AS IT IS NOW DUE TO FICKLE HUMAN NATURE


Posted by Mabel > 2020-01-14 00:52 | Report Abuse

I'm still holding BPlant although it's not as sexy as my other Plantation counters..

To 80 with loves..


{ABOVE POSTED ON 14TH JAN 2020}


 Posted by Letsfly > 2020-01-16 06:09 | Report Abuse

Not much action here..


 Posted by Mabel > 2020-01-22 08:24 | Report Abuse

Just Buy and Forget

Huat Chaiiii


 Posted by Bursa1199 > 2020-02-03 15:04 | Report Abuse

55


 Posted by Kenny Chin > 2020-02-14 10:38 | Report Abuse

I bought in at 0.58 - 0.585 on 10.02, Sold all at 0.6 this morning.

Took some profit $ and wait.


 Posted by netcrok > 2020-02-29 00:52 | Report Abuse

This counter used to be Rm1.50 & above, now below Rm0.50. Anyone know what causes the QR negative profit of (-172,725) ?


Posted by Timinlcw > 2020-02-29 12:09 | Report Abuse

look at the January Fresh fruit production only 69000 tones ! what you expect in next Q???


 Posted by michael_jackson > 2020-03-12 14:35 | Report Abuse

dropping too much already....every week, keep on dropping...


Posted by malaysiakuku > 2020-03-13 10:18 | Report Abuse

memang teruk kali ini, dibidai ribut corola virus dan ekonomi yang tidak menentu...


 Posted by Timinlcw > 2020-03-18 14:26 | Report Abuse

just felt lucky cut at Rm0.54


(see PEOPLE EVEN CUTLOSS AT 54 SEN WHEN SHOULD BE BUYING)


 Posted by michael_jackson > 2020-03-19 11:08 | Report Abuse

look like going to drop again below 0.20.... since malaysia got lockdown due to covid-19, our economy sure get affected as well.


(DROP TO 20 SEN? OVER MUCH FEAR/; BUT UNFOUNDED)


Posted by Asia88 > 2020-05-12 21:39 | Report Abuse

Well. I think the company still got hope. They can distribute dividend for few years despite the cpo price is low. The bad decision is the land they bought recently. If their company is bad, they can't be having a company with one of the highest OER in one of their estate.


(WELL SAID. NEXT FEW YEARS DIVIDENDS FANTASTIC. WHAT FORESIGHT)


Posted by EngineeringProfit > 2020-05-19 16:14 | Report Abuse

Excellent dividend rate


Posted by EngineeringProfit > 2020-05-19 16:15 | Report Abuse

Totally neglected for ages


Posted by SuperPanda > 2020-05-29 09:37 | Report Abuse

31m in 35min ! more than double than the first 15min, today will break new record vol

hold on


 Posted by EngineeringProfit > 2020-05-29 09:40 | Report Abuse

HUUUUUUUUUUUUAAAAAAAAAAAAAAAAAAT AAAAAAAAAAAAARRRRRRRRRRRRRRR


 Posted by Mar2083 > 2020-05-29 09:45 | Report Abuse

Sold at 38. Haut ar


Posted by sharewiz118 > 2020-05-29 11:33 | Report Abuse

certainly it's going uptrend


 Posted by Plantermen > 2020-06-03 12:59 | Report Abuse

Bousteas Holdings { major shareholder of BPlant } used to trad around $5 plus. Now is only 66 sen. LTAT wants to take it private { same goes for BPlant { make sense to privates both } ×at this low valuations


 Posted by Beltland > 2020-06-03 14:11 | Report Abuse

To privatize a listed company ,it needs approval from sc and majority numbers of share holders agreed in th egm .Do you think offer at low price like now which is far below the book value would

get approval from share holders ?Olden day dirty trick in which press down the price intentionally and then apply for privatization to benefit the few major share holders are gone.The listed company wanted to go privatization must compliance with privatization act which is complicated and takes long time.


Posted by Beltland > 2020-06-03 15:27 | Report Abuse

Coming !!!!!!!!!!!!


Posted by brianklc > 2020-06-04 11:37 | Report Abuse

the operating profit this Q was a result of kitchen sinking in previous Q where they impair their assets, thus avoid depreciation... well done... however, the company need to quickly sell their land in order to really turnaround as finance cost is killing them... nonetheless production need to increase too...


Posted by KAQ4468 > 2020-06-04 12:12 | Report Abuse

peewwwittttttt

my lovely Bplant


-

Posted by KAQ4468 > 2020-06-04 12:13 | Report Abuse

within 3 months , almost 100% profit already


 Posted by loyalok > 2020-06-04 14:29 | Report Abuse

hold tight ,cpo price hit 2400

(CPO NOW RM3,700 ON JUNE 2023; CALVIN)


Posted by cocdaddy > 2020-06-05 11:35 | Report Abuse

oil up, plantation is next, will hit tp 0.450 on next monday


Posted by KAQ4468 > 2020-06-05 15:59 | Report Abuse 

back to 80 cents ...next year kayaaaaaaa !!!!


Posted by AZIZBOSMAN > 2020-06-09 11:31 | Report Abuse

Plantations sector is our precious under-rated asset, limited plantation land and palm oil is synonymous with Malaysia.,can only appreciate with time.


 Posted by KAQ4468 > 2020-06-16 22:49 | Report Abuse

40 cents coming !!

60 cents coming !!

80 cents coming !!

RM1 jackpot !!

wakakakakayaaaaaaa....kaaayaaaaaaa ... kaaaayaaaaaa



 Posted by abcb > 2020-06-22 15:56 | Report Abuse

"Patient Will Be Rewarded"


Posted by Snake > 2020-08-28 13:21 | Report Abuse

CPO Rm2,100-2,200 breakeven cost for planter

Today CPO opening @Rm2,784


Posted by Jordan_Tulid > 2020-08-28 20:23 | Report Abuse

very Boring counter...


 Posted by power88 > 2020-08-28 20:33 | Report Abuse

all fund managers goreng glove only


(PLEASE NOTE: CALVIN SOLD ALL GLOVES BY END 2020, ALL IN PALM OIL)


 Posted by Ong Kean Hoong > 2020-09-03 22:52 | Report Abuse

FCPO RM2970, more demand for incoming months


Posted by abcb > 2020-09-04 14:38 | Report Abuse

Confirm up trend


 Posted by abcb > 2020-09-04 14:39 | Report Abuse

All in before too late


Posted by abcb > 2020-09-04 14:49 | Report Abuse

Superb undervalued stock and very save to invest ,totally no risk with luxury reward

According to calculation, you buy less than RM9,000 per hectare of the company palm oil land


Posted by TheSecret > 2020-09-08 14:14 | Report Abuse

https://www.bursamalaysia.com/market_information/derivatives_prices

Tech sold down because Trump hammers China tech companies and huawei

Others sold down because Oct loan moratorium over so money will leave Klse to pay loans

Now one class of stocks got support

Palm oil

Because

1. China North East got great flood wiping off its bread basket of corn and soybean

2. Last year China culled pigs due to disease

Pigs need lots of soymeal feed

3. So China will buy more soybean from Usa

4. Usa also got drought so less soybean

5. Prices of soybean surged

Very good for palm oil as India connot expensive soybean oil turn to Malaysia palm oil

6. Plus more people stay home eat more biscuit

Biscuit got high palm oil content as well as Malaysian milo and kit kat...full of palm oil

Ofi, hup Seng, Apollo and hwatai showed increasing revenue from biscuit sale due to mco lock down

Many getting fat on palm oil from KitKat, milo and snacks of biscuit, cakes, ice cream all got high palm oil content

All these will cause heavy sale of palm oil

Palm oil stocks will then go into multi year bull run


{BULL RUN? YET AHEAD THEN TILL 2022)


Posted by abcb > 2020-09-10 23:03 | Report Abuse

BPLANT share price will hit to RM1 and above before year end

BPLANT will report for excellent quarterly result for the next 2 months due to continuously improving the CPO Price from the beginning

of 1,945 per metric tonne this year to recently 2,900 per metric tonne

After healthy correction, BPLANT will move upwards again and its share price will break historical high again


Posted by abcb > 2020-09-13 18:02 | Report Abuse

All in,Boustead Plantation is a prime privatisation target.May propose selective capital reduction and repayment exercise of Boustead Plantation pursuant to section 116 of the Companies Act,2016


 Posted by Beltland > 2020-09-14 16:36 | Report Abuse

CPO 5K also no power, made announcement saying take over a glove company,immediately, the price will shoot up to limit up .Nowadays KLSE is a very powerful gambling ground, the regulator one eye closed on market activities .MMAG shoot up to 1.16 ringgit,no need to pay dividend,no need to profit on the business,no need to bother NTA but made announcement related to glove or vaccine !!!!!!!!!!


{NOTE CAREFULLY: ANY ONE WHO LEFT BPLANT FOR GLOVE OR MMAG LATER MET WITH DISASTER!

FOUND A GOLD MINE? STICK WITH IT. SOMETIME. SOMEWHERE. SOME PLACE PEOPLE STEP ON LAND MINE LIKE MMAG AND GLOVES AT PEAK BUBBLE)



 Posted by Bennychua007 > 2020-09-14 23:00 | Report Abuse

Palm oil break 2900.now is 2962.nice uptrend


Posted by abcb > 2020-09-15 07:27 | Report Abuse

Confirm superb bull for all plantation sectors

BPLANT sure gap up this week till end of the month


 Posted by ken > 2020-09-15 09:05 | Report Abuse

many of Bplant plantation valuation is more than 20 years ago. The land worth far more than it current book value. As such it actual NTA per share at least rm2.00+. Unfortunately they are not going to revalue or sell the land. I am hopping they can pay good dividend as b4. So the price can return to rm1 above..


Posted by TheSecret > 2020-09-15 21:34 | Report Abuse

Top 10 reasons why Palm oil stocks will go into a bull run

1. China hit by 3 massive typhoons in its North-West. Heilongjiang the bread basket of China has been flooded. It's soybean crops are destroyed

2. As a result China must buy soybean from Usa.

3. Last year China swine fever wiped off many pigs. Soybean is also needed as feedmeal for pigs

3. Us now in drought as soybean production is less.

4. Argentina and Brazil soybean crops won"t be ready until Feb 2021

5. So with increasing demand and dwindling supply soybean prices are rocketing upward

6. Soybean going up will pull up palm oil as their prices are co-related

7. India now will turn to cheaper palm oil as soyoil becomes too expensive

8. Malaysian palm oil stocks are depleting due to lack of Indonesia workers due to mco

Again less stock means higher prices

9. Last quarter result of March to May cpo prices were weak. Buy cpo prices have surged from June to August quarters so palm oil stocks are expected to report very good results in Nov 2020

10. Best of the best now in Sept 2020 soybean oil has almost reached Usd35.00 and Cpo future going to cross Rm3,000 barrier

All these converging factors will propel palm oil stocks into bull run just like coronavirus powered up medical gloves

Buy early before others are aware

Bplant

Wtk

Jtiasa

Tdm

Mhc

Cepat

Hs plant

Chinteck if you can hold longer term

All are excellent buys


 Posted by Yippy68 > 2020-09-17 13:19 | Report Abuse 

thank you @bulldog and @adcb, your shouting has made me rich, rich and richer,....some of my Bplant bought at 23 sen, 3 folds on the way. finally, am so happy. just order one unit proton x50, haha.


 Posted by TopEarn1 > 2020-08-02 17:25 | Report Abuse

All the money went to gloves. Just patiently wait and collect if you have the funds, Bplant is undervalued.

(ALL WHO WENT INTO GLOVES AT TAIL END OF BULL LOST MILIONS LATER)


 Posted by johoran > 2020-08-10 18:18 | Report Abuse

BPLANT COST

The cost of our estate operations was RM294 per MT

compared with RM327 per MT in 2018. Milling costs on

the other hand saw a slight increase to RM86 per MT of

FFB. Cost of CPO production was lower at RM1,535 per

MT, from RM1,664 per MT last year


Posted by abcb > 2020-08-10 21:42 | Report Abuse

slowly accumulate and waiting to hit jackpot 1.00


Posted by samchan > 2020-08-11 14:32 | Report Abuse

oil & gas theme now, sapura just shoot up 100%


(THOSE LEFT BPLANT FOR SAPNRG ALSO SUFFERED HUGE LOSSES NOW)


 Posted by sengkee > 2020-08-27 19:40 | Report Abuse

How much is the offer price If LTAT privatise BPlant?


(NOTE: PRIVATIZE NEWS ALREADY HOT 3 YEARS AGO IN 2020)



 Posted by Ong Kean Hoong > 2020-08-27 21:54 | Report Abuse

No offer currently


Posted by AlexZai > 2020-08-28 06:57 | Report Abuse

Skyrocket today


Posted by Jeffreyteck > 2020-09-21 09:33 | Report Abuse

Boustead Plantation a prime privatisation target... goreng, that is the way.


 Posted by KAQ4468 > 2020-09-21 09:38 | Report Abuse

private @ RM1.50

i will let go ... no issue


Posted by TheSecret > 2020-09-21 09:50 | Report Abuse

Bplant best because it's landbanks near development at rock bottom prices can be sold for housing or industrial usage

Also bplant in good times give highest dividend

Bplant is also nicknamed as Bank Plant because it's dividends even beat Banks


 Posted by KAQ4468 > 2020-09-21 09:52 | Report Abuse 

hold till RM1.20

1.50 as jackpot

Posted by bulldog > Sep 21, 2020 9:49 AM | Report Abuse

Hold tight

Huat chaiii


Posted by x_abe81 > 2020-09-21 15:40 | Report Abuse

"On stocks selection, we believe pure plantation players (eg IJMPLNT, TSH, HSPLANT, FGV, SWKPLNT, KMLOONG, BPLANT, THPLANT etc) to benefit more from the recent surge in FCPO prices (+9.57% WoW) and 13.6% MoM) and could attract active trading interests in the near term. To recap, recent surge in FCPO was mainly driven by a confluence of positives such as playing catch-up with a rally in soybean prices due to robust demand from China (as major crops were destroyed by typhoons), renewed buying interests from India, a weak USD, expectations of the development of a La Niña climate pattern potentially leading to lower production etc.

Based on the monthly chart, FCPO could break the formidable LT neckline resistance near RM3200, supported by the bullsih indicators. A decisive breakout above this hurdle could spur prices higher at RM3400-3600 zones. Key supports are situated at RM2700-2900 levels."

Ride before too late...


 Posted by nashvz > 2020-09-21 16:10 | Report Abuse

sold out BPLANT. added to SUPERMX as planned. time for glove to rise back up over next few days as lockdown hit Europe!


(NOTE: THIS IS A FATAL MISTAKE TO SELL BPLANT FOR SUPERMAX)


Posted by slee > 2020-09-22 09:09 | Report Abuse

US big drop but Soya bean keep up.. plantation is save for all the theme


 Posted by TheSecret > 2020-09-22 18:45 | Report Abuse

The year was 1996. The Asian Stock Markets Were in the Hottest Euphoria. Amost every one was enjoying increasing profits. Many have resigned from their jobs to do full time trading in the stock market. Stock market tips and conversations were the order of the day. Everywhere in offices, homes, coffee shops, markets, eating places people talked only about the next “Limit Up” stocks.

In every trading Hall or Room there is no available seats. In RHB Bank HQ there isn’t even standing room. Cramped, jammed and packed with traders and specualtors from all walks of life. It Was The GoGo Years Before The Asian Financial Crisis!

One man stood out. Peter Lim of Singapore. He sold all his shares near the very peak and bought into just one counter – WILMAR the Plantation Stock.

On hindsight it was an uncanny but very accurate move. Next year in July 2nd 1997 George Soros attacked the Thai bath. The Thai bath collapsed and then contagion spread to Malaysia, Singapore, Hk, Korea, Indonesia – One by One Their Stock Markets Collapsed like tent pins.

At the height KLSE was 1332 and at the bottom it was only 262 points – A Crash of 81%

Nobody fully invested could have escaped such a carnage. It was a disaster for many. Tens of thousands went bankrupt. Many Banks & Financial Institutions were insolvent. Before the Asian Financial Crisis there were 49 Banks and Credit Companies in Malaysia. With the devastating carnage less than 10 Banks now standing. The rest became history.

Tycoon Peter Lim invested $10 millions into Wilmar – the plantation stock owned by Robert Kuok.

How come Peter was so “chun chun”? All $10 millions into one single stock. And he was right on target. Four years later in 2,000 Peter Lim “THE REMISIER KING” of Singapore sold his Wilmar shares for a cool $1.5 Billions!

So plantation stock investment if timed well can make you a billionaire!

As for Robert Kuok he became the Richest Man No. One in All of Malaysia with over Rm40 Billions.

Ha! Are we now entering another phase of market doom? Maybe yes or maybe no.

But This Is For Sure:

A POWERFUL EL NINO IS NOW ONGOING

Hmmm?

Let’s SEE if Plantation Stocks will create more millionaires and billionaires this round.


ok THAT'S ALL FOR NOW


SO ALL PLEASE GO SEE BPLANT TREAD

SCROLL BACK TO YEAR 2020 AND SEE ALL COMMENTS


THE JOURNEY CONTINUES FOR DIE HARD HOLDERS OF BPLANT


With Kind Regards

Calvin


PLEASE BUY OR SELL AFTER DOING YOUR OWN DUE DILIGENCE OR CONSULT YOUR FUND MANAGER/REMISIER



FOUND A GOLD MINE?

STICK WITH IT

OR SOME TIME, SOME WHERE, SOME DAY

YOU MIGHT STEP ON A LAND MINE


THEN! KABOOM! ALL CASH BURNT KAW KAW!


SO PLEASE STAY VERY VERY SAFE IN PALM OIL LIKE BPLANT

Discussions
Be the first to like this. Showing 5 of 5 comments

speakup

that's why Calvin is sifu 👍

2023-06-21 07:40

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Good morning to raider and calvin. Looks like each has more than one account in this forum.

2023-06-21 09:16

calvintaneng

This 3iii early early morning start telling lies by wrongly judging people

Speakup is a long time friend in i3 forum

From Speakup Calvin got to know Bplant

And then many other good palm oil shares like jtiasa, thplant, Sop, Taann, Fgv, Hs plant, Tsh resources and others

All safe and good palm oil companies

2023-06-21 09:30

calvintaneng

Incorrigible liar just like mikecyc

Should be banned as well

2023-06-21 09:41

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