THE INVESTMENT APPROACH OF CALVIN TAN
THE 4 PROSPERITY PALM OIL STOCKS OF 2024 (HAPPY CHINESE NEW YEAR 2024), Calvin Tan
calvintaneng
Publish date: Tue, 13 Feb 2024, 06:50 AM
calvintaneng
0 1,791
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Dear friends of i3 Forum,
We are still in the Chinese New Year of 2024. And today is the 4th Day. So we have titled our post with "THE 4 PROSPERITY STOCKS OF 2024
Will these 4 be Prosperous? Future is yet ahead
But look at our past Stock Picks
See
Stock: [NOTION]: NOTION VTEC BHD
2016-04-03 14:43 | Report Abuse
For the next 3 years CPO prices are expected to rise & rise to Rm4,000 a tonne.
Mr, how? Very nervous...whole day can't sleep well
Oh boy!
If you buy shares that cause you to lose sleep you better sell them off and switch to these ones
1) JTIASA (Giant Tressure)
2) Ytl Power (Rock solid & stable) Dividend is 6.8%
3) RceCap (Also Rock Solid) Cash pay out is 25%
4) PBA (This One The MOST SOLID OF ALL) Water is recession proof
Jtiasa was Rm2.70 when CPO was Rm2,600 a ton
Now CPO already crossed Rm2.700 a ton
So Jtiasa going back to Rm2.70 is only a matter of time.
Just buy and forget!
After CPO Cross Rm4,000 a ton then you only SEE how much is Giant Treasure worth.
Above 4 Past Prosperity Stocks were Recommended in March 2016 when times were bleak & prices were low
No more now
These 4 are Hot Hot Stocks
YTL POWER, PBA & RceCapital all up from 300% to 500%
Jaya Tiasa up 100% still got more UPSIDE!
So we include JAYA TIASA as one of the 4 Prosperity Stocks of 2024 as ITS PRICE IS STILL IN UPTRENDING MODE
See what people say in Jtiasa Forum
I think kyy shld buy back jtiasa since now its becoming what he envision the stock to be....ie highly profitable company..
1 week ago
Tambahhhhh
1 week ago
Ramai took profit, and that gives believers good chances to buy at lower prices. RM1.50 in 2024 is in sight if dividend increases this year.
6 days ago
i already sapu tons of Jtiasa & 1.13-1.15 this morning, to be rewarded very soon
6 days ago
PBT 100mio and interim dividend 3+cents since profit up by 100% in this FY.
OK THE MOMENTUM IN JAYA TIASA (JUMPING TIGER) IS IN EVER INCREASING MODE
Highly profitable. Uncle Kyy should buy back. Rm1.50 in sight if dividend increases this year.
One guy sapu tons of Jtiasa. Dividend 3+ sen? And more will be posted in coming days
Looks like Jtiasa Tread is coming alive with enthusiasm
Now we think these are also good
2. HS Plant
Hs Plant is going to give another good dividend
Hs Plant has a policy of giving 60% dividend from profits
In these good years dividends have resumed
See
23-Aug-2023 | 07-Sep-2023 | DIVIDEND | First Interim Dividend | RM 0.0150 | |
22-Feb-2023 | 08-Mar-2023 | DIVIDEND | Second Interim Dividend | RM 0.0700 | |
24-Aug-2022 | 08-Sep-2022 | DIVIDEND | First Interim Dividend | RM 0.0500 | |
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 |
A hen for her eggs; bees for their honey; a cow for its milk; and a share by golly? For its dividends!
3. THPLANT
After Felda failed to take FGV private. After LTAT successfully took Bplant private at Rm1.55
The Next Govt linked Glc to be taken private is most probably THPLANT
Tabung Haji already owned 73.8% of Thplant
Only 26.2% to be taken over
With 883 Millions paid up shares only 231,346 million Thplant shares
at 56.5 sen per share it will take only Rm130.7 Millions to take Bplant private at 56.5 sen
If Tabung Haji should increase takeover price to double that is 56.5 sen x 2
= Rm1.13 then only Rm261.4 Millions Cash needed
Looks very easy compared to LTAT paying over Rm1 BILLION to take Bplant private
4. TSH Resources
This is a "MUST HAVE"
We just discovered
From STOCK PERFORMANCE GUIDE (Sept Ed) By Dr Neoh Soon Kean of Dynaquest
Stated there TSH already got 100,000 Hectares Palm oil Lands in Year 2015
Plus it bought another 9,000 Hectares and then another 5,000 Hectares to make it 114,000 acres
Now to convert to acres Multiply 114,000 Hectares by 2.471
= 281,694 acres
Tsh sold off 2 Palm Oil estates in Sabah for Rm248 Milions about 9 acres
It is selling 33,000 acres in Bulugan for Rm731.09 Millions
After 281,694 less 41,000 acres
Tsh still got over 240,000 acres palm oil lands (as big as THplant)
240,000 acres is more than 3 Penang Islands of 72,900 acres
That is how Big
So all these Top 4 Are Going to SEE ACCELERATED PROFITS AS CPO IS NOW AT
CRUDE PALM OIL FUTURES
Continuous contract
FCPO1!
3884MYRD
+10+0.26%
Since Cost of CPO production as low as Rm2000 per ton
THE GROSS PROFIT OF OVER 90% IS EXCEPTIONAL!!
Best Regards
Calvin Tan
Please buy or sell after doing your own due diligence.
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Rimbunan Sawit to beef up crop production and yield, By JACK WONG (Calvin Tan comments)
Created by calvintaneng | Apr 06, 2024
Discussions
1 person likes this. Showing 7 of 7 comments
Fcpo is currently Rm3900 to Rm3950
cost of Cpo production is
Rm2000 to Rm2200 for efficient ones
so gross profit above 90%
what other business/ industries can offer a 90% gross profit margin like 🌴🌴🌴??
2 months ago
plus Natural Gas (from which nitrogen fertilizer is made) has dropped from Usd10 to only USD1.60 now - a drop of 84%
so cost of nitrogen fertilizer ( need for palm leaves growth stage) is getting cheaper and cheaper
so cost of Cpo production might go below Rm2000 and possibly back to Rm1600 - RmRm1800 range
This acceleration of increasing profits for palm oil companies will result in very good cash flow to clear all remaining debts ah good consistent dividends payout
2 months ago
Why are we bullish on Palm oil stocks ?
And these are some facts
Last time Cpo price was Rm2200 and cost of Cpo production Rm1400
at Rm800 profit the gross margin profit was 57%
now cost of Cpo production has gone up by Rm600 more to Rm2000' due to high fertilizer and labour cost
but Cpo prices also rise to Rm3800 - Rm3900 range of up Rm1800
so at Rm3800 selling price with cost of production at Rm2000 the gross margin is 90%
so gross profit was 57% and now gone up to 90%
that is the reason why 🌴🌴🌴 will 🔥🔥🔥
2 months ago
Fantastic Fertilizer News!
Natural Gas (Nitrogen Fertilizer) has dropped from US10.00 to US1.58
A Drop of almost 85% from year 2022 Peak
Tremendous Savings on Fertilizer For Oil Palm esp those with Growth Stage of Palm Fronts
This will translate to lower Cost of Cpo production
Best to Stay Safe in Palm Oil Stocks
https://tradingeconomics.com/commodity/natural-gas
(Click on 10 year price chart button)
2 months ago
Fantastic Speed of Progress in Ikn Nusantara!
This Video on Govt Quarter Interiors posted in Jan 2024
6 Months Ahead of Time for Launching of Ikn Nusantara in July 2024
The Amazing Thing is this
Land Prices in IKN Nusantara now over Rm1 Millions Per Acre
But TSH RESOURCES 94,700 Acres Land there still Valued at Rm5,000 per acre book value
More Amazing is This
No Research House, IB Bankers or GURUs highlight the DEEP DEEP VALUE OF TSH RESOURSE
Instead people chased UEMS with High Debt of Over RM4 BILLIONS!
And TSH Far Better! Almost Debt Free Now!
See
https://www.youtube.com/watch?v=DGfhV7mxhpM
2 months ago
JAYA TIASA (4383) VERSUS YTL POWER (6742) COMPARE & CONTRAST, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-24-story-h-187585742-JAYA_TIASA_4383_VERSUS_YTL_POWER_6742_COMPARE_CONTRAST_Calvin_Tan#google_vignette
2 months ago
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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
JTIASA AN UPTRENDING STOCK
HS PLANT A GOOD DIVIDEND STOCK
THPLANT A PRIVATISATION CANDIDATE
TSH NOW FULL OF POTENTIAL
2 months ago