THE INVESTMENT APPROACH OF CALVIN TAN

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan

calvintaneng
Publish date: Wed, 31 Jul 2024, 12:44 AM
calvintaneng
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Hi Guys,

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

Dear friends of i3 Forum

It is with utmost concern that we post this

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan


Yes read this again



 Proverbs 22:3

King James Bible

A prudent man foreseeth the evil, and hideth himself: but the simple pass on, and are punished.


Berean Study Bible

The prudent see danger and take cover, but the simple keep going and suffer the consequences.


Aramaic Bible in Plain English

A prudent one sees an evil man being scourged and is powerfully instructed, but fools pass by him and suffer damage.


Contemporary English Version

When you see trouble coming, don't be stupid and walk right into it--be smart and hide.


Good News Translation

Sensible people will see trouble coming and avoid it, but an unthinking person will walk right into it and regret it later.



And this is what we "SEE"


Donald Trump in power will put "AMERICA 1ST"


Why?

Because USA is unable to gain by trade & suffered Continual Deficits

The only way out is to "BORROW FROM THE FUTURE GENERATIONS" By QE (Quantitative Easing) or MONEY PRINTING


As a Result the US Debt is now USD35 TRILLIONS

If this is not stopped it will be USD350 Trillions & later USD35 Zillions! Until everything is Damaged beyond repair


SO TRUMP WILL TAX ALL IMPORTS TO USA: 60% FOR CHINA & 10% TAX FOR THE REST OF THE WORLD


Before he is even elected TRUMP will ask Taiwan to pay for its own Defense

Sending TSMC Taiwan Stock down


Trump says Taiwan should pay for defence, sending TSMC stock down

By Reuters - July 17, 2024 @ 11:41am

TAIPEI: Taiwan should pay the United States for its defence as it does not give the country anything, U.S. Republican presidential candidate Donald Trump said, sending shares of Taiwanese chip manufacturer TSMC down on Wednesday.

"I know the people very well, respect them greatly. They did take about 100 per cent of our chip business. I think, Taiwan should pay us for defence," Trump said in interview with Bloomberg Businessweek on June 25 but published on Tuesday.

"You know, we're no different than an insurance company. Taiwan doesn't give us anything."

TSMC is the dominant maker of advanced chips used in everything from AI applications to smartphones and fighter jets, and analyst believe any conflict over Taiwan would decimate the world economy.


What happened to Taiwan will happen to all others!

So take Cover!

AVOID TECH IN PARTICULAR AND AVOID ALL EXPORT STOCKS TO THE USA

10% Tax is only the Starter. Trump in desperation might raise Taxes up to 20% or 30%

In that case all The Earnings of Export Stocks will be TAXED BY TRUMP To Help US Economy. Which is bad for all exporting nations.

What Should You Do then?

Go hide in the Safety of Stocks with as little exposure to Export of Goods to USA.

Now we have been telling all about Palm Oil - Unloved & unwanted & eschewed by Research Houses & Analysts

VERY GOOD THEN

Palm oil will be Safe as A Class

Remember Australia in 2000?
It did not participate in the that DOT.COM Bubble. And it did not participate in the subsequent DOT.COM BURST as well

Being an agricultural economy AUSTRALIA Escaped the Carnage

Now will TECH Stocks Collapse in Coming Months?

We are still not sure at this juncture; but the signs are all there. THE MIGHTY 7 TECH have now deflated

And will it go into a Collapse?

No one knows as yet

Early this year we gave warning in RAPID SYNERGY at Rm27.90 (People just laughed it off. They said, "This Rapid only one way up & will never go down. Invincible?"

Now see this




TRUE TO ITS NAME :RAPID

rapid
/ˈrapɪd/
adjective
  1. happening in a short time or at a great rate.
    "the country's rapid economic decline"

a fast-flowing and turbulent part of the course of a river.
"those of you looking for adventure can shoot the rapids"




IT FELL DOWN RAPIDLY , VERTICALLY IN LIMIT DOWN AFTER LIMIT DOWN!

Hopefully, Tech Stocks will not perform like RAPID or else no way to run as every time trading opened "ANOTHER LIMIT DOWN"

TRUMP TROUNCHING TECH TERROR TO ALL TRADERS & GAMBLERS!!!

Then How?

We got an Answer

HIDE IN THE GREAT SAFETY OF PALM OIL FOR THESE REASONS

1) PALM OIL AS A CLASS IS UNLOVED & UNWANTED. RESEARCH HOUSES TOLD ALL TO AVOID AND GAVE "NEUTRAL CALL"

AS SUCH PRICES ARE VERY CHEAP! SO VERY SAFE. DULL? NEVER MIND. IT WILL SAVE YOUR LIVES!

2) DURING THE 1997/8 ASIAN FINANCIAL CRISIS PALM OIL SAVED THE DAY. ALSO IN 2007/8 SUBPRIME CRISIS PALM OIL ACTUALLY WENT INTO A BULL RUN TIME
SO PALM OIL SHOULD DO OK

3) PALM OIL DOING WELL


Crude Palm Oil Futures

Rm3,900


Encik Nordin of Bplant said CPO at Rm2400 to Rm2700 already good when they paid Rm750 Million to buy over Dutaland Palm oil Estates in Sabah


KMLoong Mr Gooi said CPO at Rm3,000 already good


TSH RESOURSES Official Reply to Mr Vijay by Email of Eagle Group said their Cost of CPO production Rm2000 to Rm2200

So there is good margin of safety in Gross Profit


As Long as Cpo does not fall below Rm3000 MT all Palm oil Co should be safe



4. Indonesia going from B35 to B40 will take up more Palm Oil as Biofuel


Petronas just launched Rm6 Billion Biofuel Plant in Pengerang


Petronas, partners reach final investment decision for RM6b biorefinery in Pengerang
26 Jul 2024


KUALA LUMPUR (July 26): Malaysia’s national oil-and-gas company Petroliam Nasional Bhd, or Petronas, has reached the final investment decision with its partners to develop an over RM6 billion biorefinery at the Pengerang Integrated Complex in Johor.

A final investment decision in the oil-and-gas industry typically takes years to make and is a sign that a project will proceed as proposed, following extensive studies and planning. The project owners will then sanction the budget, allowing contractors to purchase materials, as well as equipment to begin work.

Together with Enilive SpA, a unit of Italian oil supermajor Eni SpA, and Japanese biotech firm Euglena Co Ltd, Petronas will establish a joint venture company to build and operate the biorefinery. Petronas and Eni will be the largest shareholders, the company said in a statement.

“This milestone will solidify Petronas’ standing in the biofuels value chain beyond trading, paving the way for the establishment of a holistic bio-based ecosystem in Malaysia that will offer a feasible and sustainable solution to reducing carbon emissions,” said Ahmad Adly Alias, Petronas’ vice president of downstream refining, trading and marketing.


The word bio comes from the Greek Word Zue or "Life"
biology is the study of "living things"

Biofuel is Life Fuel made from Plants like Palm Oil

Now we got Long Term Structural Support for Palm Oil

At the same time Dialog also going big time into Biofuel Storage

See

Dialog launches Langsat 3 terminal in Johor for renewable fuel products



KUALA LUMPUR (March 16): Dialog Group Bhd on Thursday (March 16) launched Dialog Terminals Langsat 3, which marks the expansion of its terminal operations into storage facilities for renewable fuel products at the terminal in Tanjung Langsat, Johor.

According to a statement, the expansion is expected to commence operations by end-2024, and caters to growing investor interest in low-carbon fuel alternatives.

The terminal, situated between Terminal Langsat and Langsat 2, is operated by Dialog Terminals Langsat (3) Sdn Bhd, an indirect wholly owned subsidiary of the group.

It has a storage capacity of 205,000 cubic metres, and serves short- to medium-term energy traders and multinational companies storing energy products. It is also connected to truck-loading bays and existing marine facilities.

The expansion is in line with low-carbon economy transition under Dialog's Climate Change Strategy as part of the group's ongoing efforts to expand product and solution offerings to support growth and development in the sustainable and renewables sector.

“The storage facility will consist of storage tanks with a capacity of 24,000 cubic metres targeted for renewable fuel feedstock and products, which include used cooking oil, tallow, pyrolysis oil, palm oil mill effluent as well as biodiesel, which include used cooking oil methyl ester (Ucine) and fatty acid methyl ester (Fame),” said Dialog executive chairman Tan Sri Dr Ngau Boon Keat.

“This is just the first step in Dialog Terminals Langsat 3’s plan to create an ecosystem for renewable fuels, with potential plans in the future to include integration and collaboration with pre-treatment or hydrotreat plants, thereby creating synergy to blend renewable and conventional fuels.”


THAT'S IT

PALM OIL MAJOR EXPORTS ARE TO INDIA, CHINA, EU, MIDDLE EAST (NOT USA)

SO PALM OIL WILL BE A TSUNAMI SHELTHER

Our Top Picks are

1 . TSH RESOURCES (180,000 Acres Palm oil & 300,000 Acres Forest Concession)

2. RSAWIT (172,500 Acres) (Replacing Bplant Taken Private by LTAT)

3 . THPLANT (Land bank 240,000 Acres)

4 . HS Plant (95,000 Acres)

5) SOP (300,000 Acres)

6) JAYA TIASA (206,000 Acres Palm oil) 1.9 Mil acres Forest lands

7) TAANN (Peace & dividend)

8) IOI CORP

9) FGV

10) SIMEDARBY PLANT


And if you still itchy for TECH & DC Center Related STOCKS

11) JCY (HDD & SSD) These Exports to over 10,000 Data Centers worldwide by proxy through Seagate & Western Digital

12) Notion

13) DUFU (Just reported a Fantastic turnaround result)

14 HEXCAP (TNB RM90 Billions Capex 2025 to 2030 & Fiber Optic 

Why USA can Invite all to relocate TECH Companies to USA (SUPERMAX already started a belated Glove Factory in USA)
YOU CAN BE SURE TO SURVIVE TRUMP ONLY WANT ALL TECH COMPANIES TO BE TAXED HEAVILY OR RELOCATE MANUFACTURING TO THE USA

But you cannot build HDD/SSD factories in USA

Why Not?

Answer:

HDD/SSD manufacturing is time consuming an laborious. Lots of Low Wage Bangla & Nepal workers are needed
These USA, China, Japan, Taiwan, Korea WILL NOT ALLOW!

So Malaysia stands to gain!


WITH KIND REGARDS

Calvin Tan

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





Discussions
Be the first to like this. Showing 3 of 3 comments

calvintaneng

Hdd was first invented and made in USA

Due to high labor cost all have closed and shifted to countries where there are low cost workers like Bangla

See

Jcy factory

https://youtu.be/Q1HShaDPqKU?si=MSjzSrmrBAFY2CKp

1 hour ago

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