Sustainable aviation cannot take off without eco-pragmatism

https://capx.co/sustainable-aviation-cannot-take-off-without-eco-pragmatism/

Fundamentally, the journey towards affordable and sustainable aviation fuels demands a collaborative and global effort. The EU must relinquish any protectionist views on palm oil-derived SAFs and adopt a more balanced approach. As the aviation industry flies toward a greener future, policymakers, regulators, and activists must shed old mantras and prioritize pragmatic solutions over ideological debates. Smart and pragmatic approaches are imperative to making sustainable jet fuels a viable mass-market alternative.

If ringgit weakens to 4 against sgd.
0.32 x 4 = 1.28

1.13 is so cheap now

If banker push to sgd0.70 at sgx when ringgit weakens to 4
Tsh will be rm2.80

Yes.This is a very smart move by singapore.Been noticing they invested a lot in saf related sector. They also not against palm oil and being pragmatic.
This implies that they forsee huge demand in saf after they release this policy.
Cant mass produce saf without palm oil and soybean oil so must face the music eventually.
They also forsee many airport will follow suit . Very smart move.

www.freemalaysiatoday.com/category/business/2024/02/19/singapore-to-require-departing-flights-to-use-sustainable-fuel-from-2026/
Singapore to require departing flights to use sustainable fuel from 2026



www.cnbc.com/2024/02/19/singapore-outbound-flights-to-cost-more-from-2026-over-green-fuel-requirements-.html

Singapore outbound flights to cost more from 2026 over green fuel requirements

• All flights departing from Singapore are required to use sustainable aviation fuel (SAF) from 2026, its transport ministry said.

• Singapore is aiming for SAF to comprise 1% of all jet fuel used at Changi Airport and Seletar Airport in 2026, with plans to raise it to 3-5% by 2030.


sbr.com.sg/aviation/news/singapore-puts-forward-palm-oil-feedstock-sustainable-aviation-fuel#:~:text=Palm%20by%2Dproducts%20as%20a,aviation%20fuel%20(SAF)%20production

Singapore puts forward palm oil as feedstock for  sustainable aviation fuel 


This, in my view, should include palm oil. We should take a pragmatic approach based on science and evidence, instead of an ideological approach based on preconceived bias and dogma,” Chee said, adding that the use of palm oil is not widely accepted in other parts of the world due to its piercing environmental risks.


Singapore and Indonesia are using palm oil as feedstock for saf.

Malaysia will likely follow Singapore sooner or later introducing saf levy on flight  to promote sustainability and saf /palm oil industry .

More airports will take reciprocal move to use saf and tax outgoing flight.

More demand for palm oil.
More palm oil output is urgently needed for demand burst in 2026 onwards.
Tsh is strategic in boosting output through increase rate of replanting in the next few years. TSH got 50% spare land to expand.
Huge growth potential

Look at 6mth of TSH yearly chart.
Finally reversal trend break out after 12 years downtrend.
Bottom reached after grinding and flushing out for 7 years.
After 12 years of downtrend. All will be conditioned to sell when rally.

When trading in qtrly or yearly chart, we talk about investing in millions.
Just buy a few or ten of millions.
Then wait a few years and take millions safely.
Invest thousand avoid using use yearly chart. you wont have the patience.

Chart on SGX TSH looks nice.
Hopefully another 10% up today on SGX.

More and more biomass plant.(TSH building 4 to 5 in next few years)
Palm based feed stock will be used for fertilizer in mass scale in future.
Plantation company had started to use palm waste to generate fertilizer and it will become major trend in future.
Price for palm based feedstock had been rising.
Beside palm oil, plantation company got more source of revenue and best part is no windfall levy on them!

https://www.msn.com/en-my/money/topstories/malakoff-champions-biomass-co-firing-in-malaysia-pursues-growth-in-renewable-energy/ar-BB1itiaZ

These pilot-phase systems are anticipated to use empty fruit bunch pellets as the primary biomass fuel while TBPP continues its ongoing studies and assessments of other types of biomass fuels such as wood chip pellets, rice husk pellets and palm kernel shell, subject to their availability and feasibility for co-firing.

https://www.klsescreener.com/v2/news/view/1271993/tapping-biomass-potential

He said a significant amount of oil palm biomass would be generated with the industry's growth, leading to the problem of waste.

"Biomass such as oil palm trunks and fronds can be turned into biogas. These are the two big potential biomass sources that have not been tapped currently.

"If we can utilise these resources in the oil palm industry, hydrogen can be produced and added to the supply chain," he said during his presentation on "Value Addition from Waste Biomass: A Circular Economy Approach" at the MPOB International Palm Oil Congress and Exhibition 2023 (PIPOC 2023) last year.

Prepare for soybean , palm oil and other agriculture commodity bull run to come after completing the 4th bottom by feb.
Current plantation stock is still at infant stage of rally.

https://www.tradingview.com/chart/ZS1!/dHl5Nc8D-LET-S-PLAY-A-GAME-FRACTALS/

Our projected timeline was 26th February 2024 to complete the 1750 days cycle.
Expected price bottom we projected was the 1170 bottom to complete the 4 bottoms in the counterpart fractal.

Now we expect the next side of the cycle to steadily build price up.

1 second ago

When a LAPSAP stock like TSH got such movement and you dont know the reason. Selling is the last thing u do.
There are many plantation stock not all move like this.
You sure you know the reason of selling?
THplant is privatise rumour, Jtisia is good result.
What is TSH?

As usual, many will be washed out this time round.
As most do not know why TSH is moving up like Thplant and Jtisia.
TSH is a stock that is pressed hard like no other plantation stock with reasons only banker know.
It will go down and down iregardless of fundamental.
So it will also go up and up without logic.

SGX TSH up 10% now.
Gonna play catch up here later.

basically if banker wanna pull TSH.
They can easily do it at SGX.
Pull to S$0.70 a piece of cake.

broke above 0.315 SGX highest price.
Not much resistance above that.
Sky the limit.

All SGX lsted Bursa Company all traded above its ipo price over the long run.
It may drop below ipo price in the short term after ipo.
Once it broke above the ipo price , there is no turning back.
Top glove even fell 90% from its peak still trading above its ipo price in SGX 75 sen.

Breaking 1.10 ipo price for TSH. Matter of time.

Plantation index peaked at 2012 to 2014 at 9000 pt.
The profit earned by most plantation company then are lower or almost the same as now.
But the pe and market valuation of plantation company was much higher then now.
9000 point vs 7300 now based on relative same cpo price around 4 k back then and now.
It went down because of eu new biased RED policy targeting palm oil back then in 2014.
Since then the pe and market valuation of plantation company went down a lot.
Now the EU is going to recognise palm oil as environmental friendly and sustainable.
Its a major good news for the industry.
Going back and breaking above 9k will be insight.

Now you know why long term fund secretly buying plantation stock while keep talking bad about plantation.

Palm oil soon to be esg friendly

https://www.thestar.com.my/news/nation/2024/02/18/malaysia-on-right-track-for-mspo-recognition-from-eu-says-fadillah

KUCHING: Malaysia is on the right track to obtain the European Union’s (EU) "green light” in the near term for the recognition of the Malaysian Sustainable Palm Oil (MSPO) certification scheme, says Deputy Prime Minister Datuk Seri Fadillah Yusof.

Fadillah, who is also the Energy Transition and Water Transformation Minister, said the EU leadership is expected to make the announcement by June at the latest.

Been calling that eu will soon give in to malaysia and indonesia as asean politcal power is much stronger now and eu had weaken tremendously.

If you look at tsh sgx chart above 0.315 (1.10) no resistance.
TSH SGX mthly chart already GC .
Its so easy to pull tsh from sgx when the time is ripe.
Once it cross over 0.315 or 1.10 .
Firework will start.
Sky is the limit

1.10 looks so weak

One by one plantation stock started monthly macd GC like Jtisia.
Bollinger Band Squeeze BO coming.
Jtisia went from 50 sen to 1.20 after Mthly GC
TSH likely will folow from RM1 to RM2.00
Tsh will follow soon.

Buffett's increase in holdings of Chevron and OXY (Occidental Petroleum), two oil companies*, shows that the demand for energy in the future is unlimited.NVIDIA's stock price soared above 700, and seven sisters in the US stock market drove this round of surge in US stocks .
Why doesn’t Mr. Buffett invest in Nvidia or AI-related stocks? Since we are already in the era of large models and artificial intelligence
Why investin the world's two largest energy companies?
The underlying logic is very simple, because the era of artificial intelligence has greater demand for energy and electricity. It is estimated that no one can predict how much this demand will reach.However, without the support of strong energy and electricity, it will definitely limit the development of artificial intelligence and computing power. Data centers distributed around the world consume a lot of energy. Nvidia’s super graphics cards consume a lot of energy.

Palm oil is now food/industrial/energy commodity.
It feed both human and industial and energy
needs.
If energy needs keep going up,
Palm oil needs will go even higher.

The United States has quietly completed its economic transformation
Data for 2023,
1.U.S. natural gas exports exceeded 91 million, nearly 100 million tons
2. grain exports reached 97 million tons, nearly 100 million tons.
3.Arms exports exceeded $238 billion,
4.Oil exports reached 4.2 million barrels per day, 200 million tons.
All the above four items are ranked first in the world.
In addition, about US$4 trillion in U.S. debt is sold to the world every year.

No wonder commodities price need to remain high.See US is secretly changing revenue to commodity based from tech base as China will break the west monopoly in future.

Warren Buffett’s Berkshire Hathaway Trims Its Massive Stake in Apple.
Added commodity stock chevron.
What signal is he giving?

Every 10 to 15 yrs.
There will be major breakthrough in palm oil technology.
Follow by big rally in plantation sector.
Almost time .

https://bnnbreaking.com/tech/mpobs-palm-oil-innovations-revolutionize-animal-feed-production-and-boost-economic-benefits

Who say palm oil no technology involved?

https://www.nst.com.my/news/nation/2024/02/1013315/johari-urges-private-sector-work-palm-oil-board-commercialise-technology

Agriculture commodities is in oversold region.
Agriculture had corrected almost 50 to 70% from their top.
Palm oil is going towards 4200 again.
Wheat,corn and soybean oil had found their support and is hugely oversold.
Ta wise their trajectory will be going back up again.


Going forward, agriculture will get stronger as fed is going to cut rate minimum 3 x this year in a few mths time .

Any correction is time to add.

www.tradingview.com/chart/ZW1!/c2IC21ir-ZW1-Wheat-Futures-Capital-Rotation-To-Commodities/


Looking at risk on assets they have made quite the advance into old highs and some all time highs while many commodities are reaching old lows and past long term support levels.

When looking at these charts technically we can see wheat futures have retraced 75% of its last advance and currently sitting on the last real support resistance flip. Many other commodities such as corn, and soy are sitting in the same position.



www.tradingview.com/chart/ZW1!/cvFdI3YN-The-weakness-of-ag-commodities-that-can-be-turn-into-their-power/

https://www.moomoo.com/community/feed/economists-warn-that-a-liquidity-crisis-may-erupt-in-march-111765735276549
Economists warn that a liquidity crisis may erupt in March. Is the end of QT imminent?

https://www.moomoo.com/community/feed/the-impending-early-rate-cut-why-the-market-believes-the-111770812416005

Analysts point to several signs suggesting that a Fed rate cut may be imminent. On one hand, rising financial instability risks are causing market concerns and necessitating a rate cut to relieve liquidity pressures. On the other hand, the Fed's record-setting losses may take up to four years to recover from, while surging fiscal deficits and heavy interest burdens necessitate early rate cuts. In addition, some economic recession signals are already flashing red, which could undermine the foundation of maintaining higher rates for longer.

Fed can continue to drag higher for longer.
The longer it drags, the worse the liquidity crisis.
Let see how long powell can drag .
Let see some liquidity firework starting in march. Already we see bank exploding in January.
If the employment is so good ,salary is increased and Inflation is near 2 %.
I think the last thing the fed would do is to destroy a booming economy by releasing a liquidity crisis caused by high interest rate.
Higher for longer doesnt work now

Everyone waiting for T3 to buy TSH?
Seems correct to redirect jtisia to TSH.
Hopefully can double Jtisia profit on TSH.

Judging from Treasury bond trading and the Fed's losses, March is the deadline. If the economy is good, the Fed will not lose money and there is no need to shrink its balance sheet. Even when the balance sheet was reduced, it still suffered a loss of hundreds of billions of dollars. This loss did not refer to a floating loss on the book. If interest rates are not cut in March, any floating losses that are not recorded on the books will turn into actual losses. There is a chain reaction. A national debt liquidity crisis will erupt. This is a complete global economic recession.

So the earliest to cut rate is march.
The latest is also march.
Be prepared to see bank exploding again going into march.
If Fed do not cut in March.
Be prepared for hard landing.

TSH is building 4-5 biomass plant.
Probably why plantation is slowly going uptrend on monthly chart.
Long term fund is expecting this biomass trend going forward.
Termed as GAME changer....
https://www.klsescreener.com/v2/news/view/1271993/tapping-biomass-potential

Tapping biomass potential

THE time is ripe for Malaysian palm oil producers to seize the untapped the potential found in the biomass industry, which is set to be a game-changer for the country in the coming years.

The country's palm oil industry churns out millions of tonnes of oil palm biomass yearly which that can be turned into hydrogen by breaking down the carbon and hydrogen molecules.

This transformative venture is poised to materialise within the next three years, propelled by several preliminary attempts between Dongguan University of Technology and the Malaysian Palm Oil Board (MPOB). The effort presents a golden opportunity to convert this abundant waste into hydrogen.

www.businessinsider.com/black-swan-nassim-taleb-us-debt-death-spiral-government-spending-2024-1

'Black Swan' author Nassim Taleb says the US is heading for a debt 'death spiral'

----------

Let me recommend a solution.

Double your debt by 2 x to 50 trillion.
Spend them asap for physical assets and commodity.
Texas declare secession and become ndependant nation.
Followed by California. Join by other states.
USD peg to hard commodity like oil, soybean oil or gold etc.
No more USA.
All debts zerolised.
After dust settle.
New capitol in Texas or California.
rejoined by other states.
Rename USB.
Reuse USBD as currency.

Technology index is poised for a monthly bolinger band breakdown.
If you want save your investment stay out of tech.
Future looks bleak.
Majority of long term fund almost liquidated their position after selling for past 2 years.
They are not obliged to support the sector already.

Plantation is the reverse.
Slow accumulation in process for the past 2 years in stealth mode.
Poised for BB squeeze break out on monthly.
Future is promising.

Which Plantation company is growing by 30% in cultivated land now? And got 50 % spare land to grow?
IF expanding by 30% cultivated land doesnt warrant 30% increase in stock price then there is no logic to investment at all.

Invest 10 million now and get a least 3 million return with dividend in a few yers when the plantation turn harvestable.
Is this a scam ? I think most of the investor will think it is.
As TSH stock price doesnt reflect the growth.

FCPO will go towards 4200 after this profit taking and correction.

https://www.thestar.com.my/business/business-news/2024/01/30/tsh-land-sales-to-lead-to-solid-growth

TSH Resources Bhd will embark on new expansion after a selective divestment of land that brought about minimal net gearing for the plantation group, says Kenanga Research. According to Kenanga Research, TSH should still have 60,000 ha of land left with only 40,000 ha planted with oil palm.

“The group has started work to expand its oil palm area by another 20%-25% within the next two to three years. It is also studying carbon market opportunities following its secondary listing on the Singapore Exchange (SGX) Mainboard,” said the brokerage firm in a report yesterday.

https://my.linkedin.com/jobs/view/general-manager-business-development-solar-at-tsh-resources-berhad-3807481369

Working hard on solar business . Building solar farm for Green Tech Park ?
General Manager, Business Development (Solar)
TSH Resources Berhad Kuala Lumpur

Responsibilities:



Develop, explore and implement a comprehensive business strategy for the solar energy division, aligning with the overall corporate objectives.
Conduct market research to identify trends, potential partners, and business opportunities in the solar energy sector.
Identify, negotiate and engage with potential solar energy partners, including solar companies and technology providers.
Collaborate with internal stakeholders, project teams, and external partners to ensure the timely and efficient execution of solar energy projects.
Stay abreast of regulatory requirements and incentives related to solar energy projects in Indonesia & Malaysia.
Ensure compliance with all relevant permits, regulations, and standards.
Identify potential risks and challenges associated with solar energy projects and develop mitigation strategies.
Implement risk management protocols to ensure the success and sustainability of solar ventures.
Qualifications:

Bachelor's degree in Business, Engineering, Renewable Energy, or a related field; Master's degree preferred.
Proven track record in business development, with a focus on renewable energy, preferably solar.
Extensive experience in project management, including the planning and execution of large-scale energy projects.
Strong network and connections within the solar energy industry.
In-depth knowledge of regulatory frameworks and policies related to solar energy in Indonesia.
Willing to travel outstation and overseas to meet suppliers, customers and project sites
Exceptional presentation and communication skills, both verbal and written, in order to express technical and non-technical concepts clearly and concisely
Strategic thinker with the ability to identify and capitalize on business opportunities.

How can TSH real NTA above 6 be trading at rm1? When super inflation on land price still not factor in to the share price after so many years?

MKHOP got a 45,000-acre land near Nusantara is recently valued at 1.2 billion . already more than TSH market cap?

https://www.klsescreener.com/v2/news/view/1262725/%E6%9B%BE%E8%B4%B5%E7%A7%8B%E7%82%B9-%E6%B2%B9-%E6%88%90%E9%87%91-%E7%BE%8E%E6%99%AF%E6%B2%B9%E6%A3%95%E5%86%B2%E4%B8%8A%E5%B8%82

In 2008, Tsang invested RM400 million in the hard-won land, planted oil palm in just three and a half years, and patiently cultivated it for another ten years to finally turn a vacant land into a high-yield oil palm plantation, and even repaid the RM400 million loan two years ahead of schedule because of the bumper yield.

The land, which was originally purchased for RM400 million, is currently worth RM1.2 billion according to the latest valuation by the appraiser, and MKHOP is also actively preparing to go public.
-----
(Meaning he started with 0 and paid off the 400 million loan 2 yrs early, if he disposed the land now he make a profit of 1.2 billion !!! Already beat numorous stock in BURSA and growth stock like Tech. Who say plantation has no growth?

Same with TSH already paid off the loan and now sitting with free land worth several billions !)

Like i said b4, If KLCI is to reach 1700.
Plantation index have to reach 9k .
1st foreign fund start buying to 8k, then follow by institution to 9k.
Push above 9k retailer flocking in.
B4 these local fund keep pressing down and talk bad about plantation .

Very good.
Weekly Bollinger band squeeze breaking out ! Following by Mthly MACD GC.
Good sign. Last two time wkly squeeze break out TSH rally by 50 to 80%.
As usuall rm1 no one buying.
Everyone start chasing after 1.30
Nusantara 1st phase completing with airport coming.
But no one buying.
HSR still light years away from completion already overheated.

When commodity go on up trend for the next decade and those massive project like HSR start overblow their cost....
Those investor probably will be holding their construction and property stock at decades high.

Let c can close above 1.10 today and close the wk above 1.10 as well.

Like i warn before .Civil war drum rising in Us.
War n more war.
Now fed can cut Interest rate cut .
Commodity rising .

Jtisia went up from 65 sen to 118 (almost 80% since mthly macd cross above 0 in june 2023.

What will happen when TSH cross Mthly macd Golden cross above 0 in feb? from rm1 to 2 ?
Coincidentally TSH last Bollinger band squeeze break out and MACD monthly move above 0 happened in Feb 2022.
So i sold Jtisia and bot more TSH.
Going buy more if any correction.

FCPO break above 4k as expected.
Commodity market is warming up to rate cut .
since FED think inflation is at 2% now ( although i disgree but u cant argue with the boss) and it means cpo ihad already found its bottom price at 4k now.
All commodity had found it bottom now since Fed declare 2% target reach.
Becareful of sector like property, infra and construction as commodity affect bulk of their profit.

I sold jtisia n bot more tsh.
Jtisia had no monthly bolinger band squueze breakout.
The run might be loosing steam.
It is reaching triple top on mthly chart.
I wont take risk here.
For tsh mthly bb squeeze is much tighter.many had been washed out.
Imminent break out coming.

Dun follow can be wrong.

Weak and contra going out to more crowded place. very good sign.

TSH provides very good liquidity for bigger fund and rich investor.
They can move in and out with ease.
Imagine they gonna buy other low liquidity plantation stock and throw in 10 million.
The price will go high up in the sky and not good for them. Likewise if they want to divest.

Mthly uptrend still intact.
Fundamental and price is in divergent.
Gonna issue 32 sen new share to Evermix boss and he will become new major shareholder.
Now price is 50 % discount to 32 sen.
How can price be lower than new major shareholder issue price by 50%?
More likely is more than 50% of 32 sen instead.
Fa and logic does not support current price.
TA must follow sooner or later.
New major shareholder = new play.

TSH is not best stock. But it is a good fundamental stock.
Why so much negativity. Many poeple think this is a trash stock. Thats what interest me.
When there is divergent there is opportunity.

TSH is not so favoured in the past due to some reasons

1. Insane condemn relentlessly for personal reason. Most retailers will avoid this counter .
Then who is buying in big tickets recently? Definitely they bought for some long term reason as wkly and monthly chart already show reversal sign and breaking out imminent.
Thus they must have known of any short term blip or bad news like production drop (probably due to flooding).
Then why are they still buying so much. Any short term blip is always good to flush out contra and weak investor.

2. Dividend yield. /Retailers and long term fund love dividend. So likely they will choose high dividend plantation counter.
If a plantation counter keep paying high dividend it might mean they have limited fund for replanting and acquisition. If they also servicing high debts mean they have limited chance for acquisition for growth.
No replanting will cause future susutainable in revenue and no acquisition means no much growth.
So it might signal you may be paying a current historical high price for their limited growth future.


Tsh is utilizing their cash these past few years for

1. Automation. this increase future profitability and these will be reflected gradually in future as it is not a one day process since this is a big company.
2.Replanting. TSH got a lot of spare land for replanting . TSH now have plently of spare cash for replanting as well. Replanting need alot of spare cash not many plantation enjoy that. This assured investor their revenue is sustainable and will ensure growth as well.
3. Acquisition. TSH reserve a lot of cash and will have no problem making acquisition for future growth.TSH is also net cash soon and will have no issue to borrow from bank or raise capital from Bursa or SGX.
4. Buidling 4-5 biogas plant and solar project. Everyone knows there is a increasing trend in power tariffs. Especially green power fetch a even higher price.
This investment will buffer them from future rising cost and also gain additional profit when sell back to power grid. ESG rating will be better as well.
Looking around how many plantation company are building so many biogas plant?

Since TSH going to net cash soon.
So they might increase their dividend yield in future.
Then current price will be the a cheap price when you look back in future.

https://themalaysianreserve.com/2024/01/25/golden-agri-resources-and-verborg-group-forge-strategic-partnership-for-tropical-oils-supply/

Holland buying lots of palm oil.
Europe say dont want palm oil but action speaks louder than words!
With soybean oil out of market due to red sea problem.
They need more palm oil for replacement.
They want sustainable palm oil.
Good news for big company with sustainable practice.
Bad news for small planters as most of them do not.

Why i like TSH
Insanely cheap and super unvervalued.
Insanely condemned (best point)
Boss is a very filial son to his parent . This type of boss won't con you.

Invest in Plantation stock is like buy property.
Get rental and enjoy the value appreciation over long term.

If tsh can generate 1 billion revenue per annum.
it can at least generate 20 to 30 billion for the next 20 yrs.
Why is it only valued at 1.3 billion now.
Current planted land mass is only 50% of its total land mass.
So why a 30 to 60 billion potential revenue generating business over the next 20 yrs is only valued at 1.3 billion now?

If TSH able to give only 30% of profit as dividend.
30 billion x 10% margin = 3 billion x 30% = 900 million
u will be getting didivend over 70 sen and that is not considering any windfall profit or higher profit along the way.
Basically rm1 now is risk free.