Dear Friends of i3 Forum
Today is a Blood Bath Day for many as over 1,000 Counters in the Red. Blood is on the Street
Both good & bad stocks are sold down
In bad times they said "Gold heirloom" also gone for pawning or sold away
SO GOOD NOW IF WE KNOW WHAT TO BUY THAT IS SAFEST
Here! Time to consider buying TSH till the Tsunami of selling is over
And these are the Good Prospects of TSH
Refer Bursa
SUMMARY OF KEY FINANCIAL INFORMATION31 Mar 2024 |
INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
31 Mar 2024 | 31 Mar 2023 | 31 Mar 2024 | 31 Mar 2023 | ||
$$'000 | $$'000 | $$'000 | $$'000 | ||
1 | Revenue | 242,388 | 250,298 | 242,388 | 250,298 |
2 | Profit/(loss) before tax | 35,027 | 54,225 | 35,027 | 54,225 |
3 | Profit/(loss) for the period | 25,177 | 37,933 | 25,177 | 37,933 |
4 | Profit/(loss) attributable to ordinary equity holders of the parent | 20,073 | 29,428 | 20,073 | 29,428 |
5 | Basic earnings/(loss) per share (Subunit) | 1.45 | 2.13 | 1.45 | 2.13 |
6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.4985 | 1.4831 |
TSH Shows a Small Profit
ITS NAV IS NOW ALMOST RM1.50
At Rm1.15 now
TSH is selling at 35 sen discount to NAV or 24% Discount to NTA
Since TSH sits on Assets of Deep Value the Discount will show even more if TSH revalue or sell another asset
SO TSH qualifies as A MARGIN OF SAFETY STOCK (Very hard to go bankrupt even in the worst crisis. So very safe)
Now see
Production figures for current quarter compared with immediate preceding quarter |
Current Quarter | Immediate Preceding Quarter | Changes (Amount / %) | ||
30 June 2024 | 31 March 2024 | |||
PLANTATION | ||||
Crude Palm Oil (MT) | 51,801.00 | 49,856.00 | 3.90 | |
Fresh Fruits Bunches (MT) | 205,097.00 | 196,566.00 | 4.34 | |
Palm Kernel (MT) | 10,999.00 | 10,556.00 | 4.20 | |
Rubber (kg) | 106,764.00 | 109,228.00 | -2.26 | |
TIMBER | ||||
Log Production Volume (Cubic Metres) | 5,262.00 | 3,526.00 | 49.26 |
Quarter to Quarter Results
CPO up 3.9%
FFB up 4.34%
Palm kernel up 4.2%
Rubber down 2.26%
Log production up 49.26%
SO WE SEE AUG 2024 RESULTS THIS MONTH TSH SHOULD REPORT A BETTER QUARTER
Plus SEE More
TSH OWNS 105 MILLION INNO SHARES AT 21.95%
AND THIS IS INNO QTR TO QTR RESULTS
Refer Bursa
Production figures for current quarter compared with immediate preceding quarter |
Current Quarter | Immediate Preceding Quarter | Changes (Amount / %) | ||
30 June 2024 | 31 March 2024 | |||
PLANTATION | ||||
Crude Palm Oil (MT) | 13,788.00 | 12,276.00 | 12.32 | |
Fresh Fruits Bunches (MT) | 64,531.00 | 61,215.00 | 5.42 | |
Palm Kernel (MT) | 2,324.00 | 2,303.00 | 0.91 |
INNO CPO, FFB & PALM KERNAL ALL UP UP UP
WE WILL SEE INNO EARN MORE
WHICH TRANSLATES TO MORE DIVIDENDS FOR TSH THIS MONTH
So We Have Twin Boosters
TSH OWN GOOD HARVEST PLUS INNO'S GOOD HARVEST
ANY MORE GOOD NEWS
YES
SEE
WHILE ALL ARE RED FCPO IS GREEN
According to TSH RESOURCES Official Email to Bro Vijay of EAGLE VISION FIRST MOVER whataspp Group
TSH Cost of CPO production is Rm2,000 to Rm2,200 MT
That is a Lot of "MARGIN OF SAFETY"
Margin of Safety?
Yes See
Seth Klarman tells us the Importance of
TSH NOW IS CASH POSITIVE
AFTER 5 YEARS TSH SOLD ASSETS TO PARE DOWN RM1.5 BILLIONS LOANS
Plus Insiders of TSH Have Been Buying
See
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
Today when many Palm oil counters were down ONE BRIGHT NEWS EMERGED
ANOTHER DIRECTOR OF TSH RESOURCES EMERGED WITH ABOVE 5% HOLDING OF TSH
SEE
FANTASTIC CONFIDENCE
DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 & TOP 27 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS)
HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64
THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE)
TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH
Final decision is yours
See
https://klse.i3investor.com/web/insider/detail/D_164991_3044377266
From Bursa Website
TSH RESOURCES BERHAD |
Subject | Dealings Outside Closed Period |
No | Salutation | Name | Designation | Description Of "Others" Designation |
1 | MR | TAN AIK YONG | Executive Director | |
Type of Transaction | Others | |||
Description of "Others" Type of Transaction | Off market | |||
Date of Transaction | 25 Mar 2022 | |||
Description of Securities | Ordinary Shares | |||
No of Securities Transacted | 16,000,000 | |||
% of Securities Transacted | 1.159 | |||
Consideration | Malaysian Ringgit (MYR) 1.643 |
SEE
DIRECTOR TAN AIK YONG BOUUGHT 16 MILLION TSH SHARES AT AVERAGE COST OF RM1.643
To buy now is BUYING AT GREAT DISCOUNT to His Entry Price
CHAIRMAN KELVIN TAN AIK PEN BOUGHT UNTIL HE GOT 342 MILLION TSH SHARES
WARREN BUFFET LIKES COMPANY DIRECTORS BUYING STOCKS "WITH THEIR OWN HARD EARNED" MONIES
WE SEE TSH AS A SHINING EXAMPLE
ONE MORE
ACCORDING TO TSH THERE IS A SALE (FINAL) OF BULUGAN LAND FOR RM221 MILLIONS FOR FINAL 13,338 ACRES OR 38 SEN PSF
IF SOLD BY AUG 4 2024 LATEST CUTOFF DATE THEN WE WILL SEE RM221 MILLIONS IN AND PROFIT WILL BE 18 SEN PER SHARE
PERHAPS TSH WILL GIVE ANOTHER SPECIAL DIVIDEND LIKE IT DID BEFORE
See
22-Feb-2024 | 22-Apr-2024 | DIVIDEND | First and Final Dividend | RM 0.0250 | |
20-Apr-2023 | 16-Jun-2023 | DIVIDEND | Final Dividend | RM 0.0250 | |
23-Nov-2022 | 07-Dec-2022 | DIVIDEND | First Interim Dividend | RM 0.0800 | |
24-Feb-2022 | 30-Mar-2022 | DIVIDEND | Interim Dividend | RM 0.0300 |
LISTEN NOW
TSH NOW RM1.14 (REAL TIME)
SEE BY YEAR END IF TSH WILL CROSS RM1.50 TO RM2.00
IN AUG 17 2024 IKN NUSANTARA WILL BE LAUNCHED OFFICIALLY
OCTOBER 2024 PRESIDENT PROBOWO WILL BE THE NEXT PRESIDENT OF INDONESIA
LIKE TSH OWN 94,700 ACRES IN IKN NUSANTARA PRESIDENT PROBOWO ALSO A BIG LAND HOLDERS IN EAST KALIMANTAN
WITH KIND REGARDS
Calvin Tan
Please buy or sell after doing your own due diligence or Consult your Remisier/Fund Manager
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calvintaneng
UNDERSTANDING DIFFERENT FORMS OF VALUE IN VALUE INVESTING, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155170407-UNDERSTANDING_DIFFERENT_FORMS_OF_VALUE_IN_VALUE_INVESTING_Calvin_Tan
1 month ago