Dear Fellow Investors of i3 Forum,

This evening we are happy to bring you 7 Reasons why Investing in Palm OIl Co shares will be profitable over a long horizon

Here you go

1) Phase One - Palm Oil Planting Involves Very High Capital Outlay

Yes, A new Palm oil entity must first buy lands. Thousands, tens of thousands or hundreds of thousands of acres of lands

And these are expensive. And getting even more expensive over time

That is why Most Palm oil Cos MUST BORROW From Banks

As such Palm Oil Cos will see high Capital Repayment at least for the 1st 4 to 5 years before there is a harvest

2) Phase Two: The Waiting Time

After buying lands Palm oil Cos will need to clear the land and do infrar like building roads and drainage

And then Seedlings must be purchased for planting

Now it will take 4 years of waiting without any real income

3) Stage Three. Needing More Cash: Rights Issue given to ask for Monies

Not only that Most Costs will be incurred as well as we see only CASH Going Out (With little or no cash Coming in)

Then with Cash Depleted Palm oil Cos might Give Out Rights Issue to ask for more money from shareholders

4) Stage Four

Finally, at Year Four FFB (Fresh Fruit Bunches) Start to appear

But still hardly enough to cover cost of Overheads, Labour, Fertilizer & to pay Bank Loans

The Balance Sheet looks poor indeed as Expenses continue to overtake Income

Some might even Give Another Rights Issue again

Many people who read AR (Annual Reports) of Palm oil Cos will be turned away

5) Stage Five: Highly Productive Stage from year 6 to year 20 : SEE STRONG CASH INFLOW

And Bank Loans Melting Away Fast

From Billions of Debt

To only Few Hundred Millions

Then to ZERO DEBT

And FINALLY!

FLOWING IN CASH!

YES!

PALM OIL IS A CASH CROP!

EVERY TWO WEEKS LORRIES MOVE INTO PALM OIL ESTATES TO COLLECT RIPENED FRUITS

And These Will Be Processed Quickly into CRUDE PALM OIL

At this stage it is called "CRUDE" but after sent to "REFINERIES" they are converted to Cooking Oil, Oil Fats, Soaps, Margerine, Toothpaste, Milk Substitutes like Creamer & thousands of other products

MORE DOWNSTREAM MEANS MORE VALUE ADD & HIGHER PROFITS

AT  STAGE FOUR & STAGE FIVE  SAVVY INVESTORS & SMART FUNDS MOVE IN TO TAKE HUGE POSITIONS

Examples: Dr. Neoh Soon Kean, Cold Eye aka Fong Siling, Dr. Tan Chong Koay (Pheim Fund) & EAST SPRING FUND

Teachers' Retirement Funds from USA, DBS Bank Singapore, Public Bank Malaysia

6) STAGE SIX: PALM OIL COS TURNING INTO DIVIDEND CASH COWS

Lots & lots of Dividends being Dished Out

Mr. Market Chased up the shares from Penny Stock to Blue Chip status

Eg. KL Kepong, Batu Kawan, United Plantation (But No Longer Cheap At This Stage)

We see Fong Siling took position in Innoprise Plant at Stage Five. Both Dr Neoh Soon Kean of Dynaquest & Fong Siling Took position in Jaya Tiasa at Stage Five

At Stage Six Prices Moved Up STRONGLY AS RETAIL PLAYERS & FUNDS MOVED IN (AT EUPHORIA PRICES ALREADY UP

Like Innoprise Plant Up from 50 sen to Rm1.99 (too late to chase now)

We now SEE JAYA TIASA AT STAGE FOUR GOING INTO STAGE FIVE

Still Got Time to Buy Jaya Tiasa Below 90 sen

By the Time Jaya Tiasa reaches Stage 6 it will be too late to get it cheap like now as Jaya Tiasa expected to cross Rm1.00 to Rm1.20 & then higher and higher if they give more and more dividends

For TSH it is now moving strongly from Stage Three to Stage Four and there Offers the "BEST PRICES & BARGAINS"

7. Stage Seven: When Time is Ripe: A Listed Palm Oil Co dripping with Value Will be Targets for Privatisation

Two Things Attract A "TAKEOVER"

A) HIGH FFB Production time like Ijm Plant Being Taken Over by KL Kepong

B) HIGH LAND ASSETS as in BPlant(Assets Appreciate over Time)

Ijm Plant was Rm1.86 & KLK Offerred Rm3.10 to take all

Bplant was only 57 sen in year 2021 & Now KLK again offers Rm1.55 to take over

THE CROWNING SUCCESS IS BEING OFFERED AT A HIGH PRICE AT ITS FINALITY!

With Kind Regards

Calvin Tan

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager

Stop Press

And See THESE RIGHTS ISSUES & DIVIDEND BEING PAID OUT BY INNOPRISE PLANT

AS YOU CAN SEE ABOVE

IN YEAR 2010 INNO GAVE RIGHTS ISSUE TO ASK FOR MONIES

INNO WAS STARTED IN YEAR 2007 By DIRECTOR LIM FOOK HIN & TSH BOD OF TSH RESOURCES AT THE BEHEST OF SABAH GOVERNMENT

AGAIN IN YEAR 2016 (6 YEARS LATER) INNO AGAIN ISSUED NORE RIGHTS ISSUE

THOSE INITIAL YEARS SAW INNO SHARE PRICE FELL BELOW 50 SEN

By August 2020 Inno started with an increase of dividend to 4.5 sen (2 sen & 2.5 sen)

And Fong Siling bought an initial  portion about 2 million Inno Shares

As INNO Increased Its Dividends More & More Fong Siling Kept On adding till he has 5 Million INNO Shares Now

See

List of Top 30 Securities Account Holders

No. Name No. of shares held %

1. Innoprise Corporation Sdn. Bhd. 240,469,407 50.22

2. TSH Resources Berhad 105,060,592 21.94

3. UOB Kay Hian Nominees (Asing) Sdn. Bhd.

Exempt AN for UOB Kay Hian Pte Ltd (A/C Clients) 21,569,950 4.50

4. Alliance Group Nominees (Tempatan) Sdn. Bhd.

Pledged Securities Account for Mutual Corridor Sdn. Bhd. (7005036) 8,500,000 1.78

5. RHB Capital Nominees (Tempatan) Sdn. Bhd.

Pledged Securities Account for Fong Siling (CEB) 5,000,000 1.04

At Number 5 is Cold Eye with 5 Million Inno shares

Now see Jaya Tiasa

158 JAYA TIASA HOLDINGS BERHAD [Registration No. 196001000095 (3751-V)]

ANALYSIS OF SHAREHOLDINGS

As at 30 September 2022

Top 30 Securities Account Holders (Cont’d)

No. Name No. of Shares %

17 RHB Capital Nominees (Tempatan) Sdn Bhd

Pledged Securities Account For Fong Siling (CEB) 5,000,000 0.52

18 Citigroup Nominees (Asing) Sdn Bhd

CBNY For Emerging Market Core Equity Portfolio DFA Investment Dimensions

Group INC 4,765,438 0.49

At Top 17 is Cold Eye with 5 Million Jaya Tiasa Shares

Jaya Tiasa used to have over Rm1.4 Billions Borrowings

Now only a mere Rm93 Millions debt

Closely Following 

19 Ooi Chin Hock 4,190,115 0.43

20 HSBC Nominees (Asing) Sdn Bhd

JPMCB NA For Teachers’ Retirement System Of The City Of New York 3,759,200 0.39

ACORDING TO DIRECTOR LIM FOOK HIN (HE USED TO OWN INNO SHARES BUT SWITCHED ALL TO TSH)

PALM OIL COS AFTER SETTLING ALL DEBTS & TREES MATURE THEY WILL BE CASH COW FOR MANY MANY YEARS TO COME

THAT IS WHY FONG SILING & DR. NEOH AS WELL AS TEACHERS' RETIREMENT FUNDS OF USA LIKE PALM OIL SHARES

Kind Regards

Calvin

Please buy or sell after doing your own due diligence