Production cost: RM1600 per ton
CPO: RM2000 per ton
Earning: RM400 per ton
Monthly earning assume RM1m

If CPO: RM6000 per ton
Minus production cost RM1600 per ton
Earning = RM4400 per ton = RM11 monthly earning?

Hi Calvin, if the production cost is RM1600, the CPO is RM2000, then the earning is RM400. If assume the earning is RM1m. It means that each addition of RM400 per ton will increase the earning by 1m. So if the CPO now is RM6000, then minus by RM1600, the the earning is RM4400 per ton. Divided by RM400 per ton, it should be 11 times more. Then it will be RM11m this month?

Don't worry, half day and trading volume is only 300k. Just some retails selling. Others are holding nicely.

The graph looks like stairs. Which is solid and go up step by step unlike have which is steep and down also steep.

Top-upped a little with what I have now.

Some start selling today. But you can see the selling volume is lower. Meaning many are holding.

The wall is broken. No more high walls.

Being a newbie investor, I made losses before this. Finally I get gain from this. From previous stocks, the news and indication was not clear and I made wrong judgement. For palm oil, the indications are clear. Firstly thanks to good blogger such as Calvin, for constantly providing information without hiding. Then, then worlds reserved or spare cooking oil only left about a month, then they have to buy palm oil. We can see even Indonesia is lacking cooking oil.

Maybe after today no more RM1.70. Many news about edible is not enough in India, Europe and even Indonesia now. More will come plantation counters.

Relax.

I guess this is why my uncle wasn't doing well in share market. One of the reason I was staying away from share market was also partly because of him not earning much, possibly losing money.

I am one of the newbies in share market. Started with zero knowledge and lost money just like other 90% newbies. Then I found some blogs including Calvin's blog about plantation. From my first failures, I tend to be careful and read many of his blogs. All of it was proven with research data.
This is what I as a newbie need. A good sifu to tell you which to stock to buy.

Below should be latest info:
On July 27, the government set the maximum retail price for pure palm cooking oil in bottled packaging effective August 1, with a guarantee that consumers will get cooking oil below RM30 for a five kilogramme (kg) bottle.


The maximum price of a 5kg pure cooking palm oil is RM29.70; 1kg bottle (RM6.70); 2kg bottle (RM12.70); and 3kg bottle (RM18.70)

Here's the link, gov was subsidising the cooking oil until March'22

https://www.malaymail.com/amp/news/malaysia/2021/12/09/ministry-extends-cooking-oil-price-control-mechanism-programme-until-march/2027250

Just bought 5kg cooking oil at RM29 last week. I was reading somewhere gov was controlling the cooking oil price until March and will give new price later. I am pretty sure gov was subsidising the cooking oil price.

Next week is ex date

I am already all in with whatever I had into TSH (although small in comparison to others). No more to add haha.

Great, next quarter gonna have another bull.

All up except plantation :(

Does it means the fertilizer used for palm oil is 7 times lesser than soy oil?

CPO today is RM 6132

https://tradingeconomics.com/commodity/palm-oil
Maybe this can help

All plantation still red :(

I see. He uses different languages to show they are different people but it just 1 person. He want everyone else to sell so he can buy cheap later.

Sometimes I see negative comments, then later deleted.

Oh, I remember Calvinharris, he was interested in plantation too

@Goldgent oh, I see. I was caught by their (1 person) comments.

Many are coming. But, plantation should be solid. After many comes, it won't crash. Hold still.

https://www.theedgemarkets.com/article/hidden-gems-among-plantation-laggards

Today is the ex date for dividend right?

Actually it's due to shorting.

Thanks Calvin for comprehensive research. It gave us lots of confidence.

Btw Calvin, when was the Sabah land sold? Will it show in next qtr report?

Paktua and Pang72 is here, going up.

Where do you get this data?The websites I checks wasn't that low

Starting market plantation is lower.

Haha, I married late. My kid is still young. Thinking what name to put, so I just put in this name. Btw I am the dad who make milk during midnights.

Thanks Calvin for another good research and info sharing.

Regarding recent speculation of CPO by experts Fry and Mistry, Fry said CPO will maintain high and Mistry said CPO will go down. I assume Mistry wants others to stay away from plantation so he can buy it cheap. Then in next few weeks we will see the bull, since he will be buying it.

Thanks for the explanation, JBond, Jonathan, Goldgent.

Why so many insider disposed yesterday?

Research today says sell. Now we know what will happen next.

It drop immediately after they don't want to become guarantor.

Morning plantation up, tech down

Calvin has done a lot of extensive research in CPO.

Today CPO reached RM7600

It will rise. Malaysia already concern about cooking oil price. The question is which one will go up highest.

Why plantation still red?

I trust TSH boss, he is buying everyday for a reason

I think xcalibre is just trolling. Everyone knows next quarter results will be this quarters earning with the high CPO prices. So dividends will be high for next quarter. This quarter is already high based on last quarter CPO which was RM3k to RM4k, without Indonesia restrictions and without war.