Dear friends of i3 investors' forum

At Rm4,800 for FCPO NOV 2024 FUTURE we are seeing Cpo prices returning to good times

See

Crude Palm Oil Futures

And these are Some Reasons Why Palm oil prices will remain elevated

1) PRODUCTION STAGNANT FOR 10 YEARS: WHILE DEMAND KEEP INCREASING

Yes in year 2012 there was a moratorium of not allowing more forest lands to be converted to palm oil

Then they implemented RSPO. Lots more restrictions as now they are not allowed to plant near river, reservoirs or on peak soyoil

As a Result Even KLK cannot plant much (Only plant 2,000 Hectares a Year. Source of Info:

Mr. Lim Fook Hin of INNO/TSH)

So to expand KLK Bought Over IjmPlant at Rm3.10 & took over its 160,000 Acres of Palm Oil

See our Buy Call on Ijm Plant

THE INVESTMENT APPROACH OF CALVIN TAN

IJMPLANT (2216) Rm1.86 Versus HARTALEGA GLOVE (5186) Rm9.98 COMPARE & CONTRAST THEIR PROSPECTS, Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

After IJMPLANT was taken private Next was Bplant taken private by LTAT for Rm1.55

(Buy call on Bplant was 57 sen)

While KLK took Ijmplant private it was to expand its palm oil acreage

It was different for LTAT when it took over Bplant

Tok Mat said "Too valuable to plant on goldmine lands

So after KLK took over Bplant it sold 1,200 Acres to Kulim Tech Park for Industries

Another over 500 Acres converted to Housing Enclave in Negeri Sembilan

Earlier Bplant sold over 1,500 Acres in Kulai Young Estate to Ytl Power to build Data Center (For Nvidia) & Solar Farm nearby to power the DC Center

SO WHILE PALM OIL LANDS NO LONGER ALLOWED TO INCREASE FROM FOREST CONVERSION ON THE ONE HAND

ON THE OTHER HAND MORE AND MORE PALM OIL LANDS ARE CONVERTED TO DATA CENTERS, SOLAR FARMS, INDUSTRIES & NEW TOWNSHIPS

WITH LIMITED AND SHRINKING SUPPLIES PLUS EXTRAORDINARY DEMAND PALM OIL WILL GET SCARCIER & MORE EXPENSIVE

2) INDONESIA TURNING B35 TO B40 WILL TAKE UP LOTS MORE PALM OIL & BE CONVERTED TO BIOFUEL

See

Indonesia's agriculture minister reaffirms plan to implement B40 biodiesel in January (2025)

Indonesia plans widespread use of palm oil-based B40 biodiesel in 2025

JAKARTA: Indonesia is planning for the widespread use of the palm-oil based B40 biodiesel in 2025, replacing the current B35 blending, the energy ministry said in a statement.

The world's biggest palm oil maker currently has a mandatory 35% blend of palm oil-based fuel in biodiesel and is seeking to ramp up the new blend of 40% palm oil to cut its energy imports and increase consumption of the oil.

If implemented, the overall biodiesel consumption could reach up to 16 million kilolitres next year, the ministry said.

With only 48 million Tonnes Cpo produced and now a Mandatory Rule (Compulsory ) to raise conversion to 16 million kilo litres

By B50 it will be over 20 Million Kilo Litres where got enough?

So even Thailand the World's 3rd Biggest Producer of Oil Palm after Indonesia & Malaysia has banned Palm oil export

See

Thailand bans export of raw palm oil as production takes a hit

Thursday, 31 Oct 2024

BANGKOK: Thailand's Department of Internal Trade has temporarily banned the export of raw palm oil due to reduced production caused by drought and plant diseases.

The restrictions, expected to last until December, aim to stabilise local prices and ensure adequate stock levels.

Commerce Minister Pichai Naripthaphan highlighted that current market conditions reflect a significant decrease in oil palm output, necessitating measures to protect both farmers and consumers from inflated prices.

https://www.usdebtclock.org/

They create Fiat (Fake) Monies out of thin Air (Just like those Banana Japanese Currency during 2WW) Backed by Japan in power. After Japan lost the war the banana currency became worthless. In similar vein is the US Dollar until its time is up

Meanwhile People FLEE TO REAL ASSETS (Cannot be printed) like

GOLD

SILVER

Real Estate

Art

Farm Lands (Jeff Bezos & Bill Gates both major owners of farmlands in USA)

And of course! Palm Oil Lands & Palm oil

And so we stay safe in Palm Oil especially now it has crossed Rm4,600 a ton

For Downstream their cost has gone up to Rm2,800 - Rm3,000 range per Metric Ton

For Upstream cost still manageable at Rm2,200 to Rm2,500 MT

For very efficient upstream players cost can be Rm2,000 and below Per MT

Just call up all Palm oil companies & ask them

Now in a world of panic due to Trump going to impose Tariff if he is re-elected

It will be a universal tax of 10% for all & for China? A punitive 60% Tax

So that is why we foresee danger earlier and told all to avoid Tech (Hdd/Ssd excepted as exports go to Thailand Seagate & Western Digital & to Philippines Toshiba) then re - exported worldwide to over 10,000 DC Centers

And to Buy Palm Oil

As Palm oil Main Export Market is INDIA & CHINA (Combined a huge population of almost 3 Billion Consumers.

There are 42Palm Oil & and palm oil related listed companies in KLSE

WE SELECT THESE 4 WITH THE BEST IMMINENT POTENTIAL:

1) RIMBUNAN SAWIT

In year 2016/7 we bought Bplant & Thplant at Rm1.10, bought Jtiasa at Rm1.20 & Bought Rsawit at 60 sen

Both Bplant & Thplant share prices did not go up much. But we received excellent dividends

See

BPLANT VERSUS THPLANT: THEIR DIVIDEND HISTORY & ITS RESUMPTION DUE TO HIGH INFLOW OF CASH BY VERY HIGH CPO PRICES, Calvin Tan

LET US SEE TWO: BPLANT VERSUS THPLANT DIVIDEND HISTORY

BPLANT

25-Aug-2021	09-Sep-2021	DIVIDEND	Second Interim Dividend	RM 0.0230
25-May-2021	10-Jun-2021	DIVIDEND	First Interim Dividend	RM 0.0030
24-Mar-2021	07-Apr-2021	DIVIDEND	Second Interim Dividend	RM 0.0050
23-Nov-2020	08-Dec-2020	DIVIDEND	Interim Dividend	RM 0.0050
23-May-2019	10-Jun-2019	DIVIDEND	First Interim Dividend	RM 0.01
22-Nov-2018	05-Dec-2018	DIVIDEND	Interim Dividend	RM 0.02
23-Aug-2018	06-Sep-2018	DIVIDEND	Second interim dividend	RM 0.025
23-May-2018	06-Jun-2018	DIVIDEND	First Interim Dividend	RM 0.025
16-Apr-2018	26-Apr-2018	BONUS_ISSUE	Bonus Issue	2 : 5
27-Feb-2018	12-Mar-2018	DIVIDEND	Interim Dividend	RM 0.04
21-Nov-2017	06-Dec-2017	DIVIDEND	Special Dividend	RM 0.07
21-Nov-2017	06-Dec-2017	DIVIDEND	Interim Dividend	RM 0.03
22-Aug-2017	06-Sep-2017	DIVIDEND	Second interim dividend	RM 0.03
23-May-2017	05-Jun-2017	DIVIDEND	First Interim Dividend	RM 0.025
15-Feb-2017	01-Mar-2017	DIVIDEND	Interim Dividend	RM 0.035
16-Nov-2016	01-Dec-2016	DIVIDEND	Interim Dividend	RM 0.05
22-Aug-2016	05-Sep-2016	DIVIDEND	Second interim dividend	RM 0.03
17-May-2016	06-Jun-2016	DIVIDEND	First Interim Dividend	RM 0.0300
19-Feb-2016	07-Mar-2016	DIVIDEND	Interim Dividend	RM 0.0300
20-Nov-2015	07-Dec-2015	DIVIDEND	Interim Dividend	RM 0.0300
20-Aug-2015	04-Sep-2015	DIVIDEND	Second interim dividend	RM 0.0500
19-May-2015	03-Jun-2015	DIVIDEND	First Interim Dividend	RM 0.0200
25-Feb-2015	11-Mar-2015	DIVIDEND	Interim Dividend	RM 0.02
19-Nov-2014	03-Dec-2014	DIVIDEND	Second interim dividend	RM 0.02
20-Aug-2014	04-Sep-2014	DIVIDEND	Interim Dividend	RM 0.02

AS YOU CAN SEE FROM THE ABOVE WE HAVE GIVEN COLOR BANDS FOR EACH YEAR

FOR YEAR 2017 WHEN CPO PRICES WERE GOOD BPLANT GAVE DIVIDEND 4 TIMES PLUS ONE TIME IS SPECIAL DIVIDEND

FOR YEAR 2018 IT GAVE OUT 4 TIMES PLUS A BONUS ISSUE

THPLANT

19-Apr-2018	16-May-2018	DIVIDEND	Final Dividend	RM 0.02
22-Nov-2017	06-Dec-2017	DIVIDEND	Interim Dividend	RM 0.016
13-Apr-2017	09-May-2017	DIVIDEND	First and Final Dividend	RM 0.06
24-Apr-2015	20-May-2015	DIVIDEND	First and Final Dividend	RM 0.0200
02-May-2014	28-May-2014	DIVIDEND	First and Final Dividend	RM 0.0362
21-May-2013	03-Jun-2013	BONUS_ISSUE	Bonus Issue	1 : 5
26-Apr-2013	21-May-2013	DIVIDEND	Final Dividend	RM 0.01
30-Nov-2012	18-Dec-2012	DIVIDEND	Interim Dividend	RM 0.036
02-Apr-2012	02-May-2012	DIVIDEND	First and Final Dividend	RM 0.125
04-Apr-2011	28-Apr-2011	DIVIDEND	Final Dividend	RM 0.125
13-Apr-2010	06-May-2010	DIVIDEND	Final Dividend	RM 0.085
13-Apr-2009	06-May-2009	DIVIDEND	Final Dividend	RM 0.075
17-Dec-2008	02-Jan-2009	BONUS_ISSUE	Bonus Issue	1 : 1
29-Jul-2008	08-Aug-2008	DIVIDEND	First Interim Dividend	RM 0.1
18-Apr-2008	14-May-2008	DIVIDEND	First and Final Dividend	RM 0.211
19-Mar-2007	25-May-2007	DIVIDEND	First and Final Dividend	RM 0.125

FOR THPLANT IT GAVE LESSER TIMES BUT ITS DIVIDENDS ARE MORE SUBSTANTIAL

SEE IN YEAR 2008

29-Jul-2008	08-Aug-2008	DIVIDEND	First Interim Dividend	RM 0.1
18-Apr-2008	14-May-2008	DIVIDEND	First and Final Dividend	RM 0.211

IT GAVE OUT 22.1 SEN DIVIDEND

IN YEAR 2009

IT GAVE ONE FOR ONE BONUS ISSUE

SO FROM HERE WE SEE BPLANT GAVE MANY SMALL DIVIDENDS AND SMALL BONUS ISSUE WHEREAS THPLANT GAVE BIGGER DIVIDEND AND BIG BONUS ISSUE

										69,463.00
 

										47,293.00
 

										47.00
 

										343,397.00
 

										233,135.00
 

 47.00%
 

										15,878.00
 

										9,948.00
 

										60.00
 

										28,281.00
 

										20,884.00
 

										35.00