Great minds talk ideas
Good minds talk things
Weak minds talk people

Next on the agenda soon will be President Jokowi visiting Malaysia

A formation of palm oil cartel between Malaysia, Indonesia and Thailand in joint defense for palm oil

This will support palm oil prices and discount to soyoil will narrow

Fcpo in real time has moved up over Rm3600 again due to soyoil strength

And natural gas (nitrogen ferlilizer) down from peak Usd10 to near Usd2.00 which is cheaper by 80%

That means Profit spread from Cpo is now Rm1600 per ton gross

Rm3582 is the current price of Fcpo which Tsh cost of Cpo production is Rm2000

the gross profit margin is still over Rm1500 per ton

in palm oil we have clarity and visibility of earnings

And take note of this idea

Soyoil was 26 sen in year 2020

now soyoil in real time is 53.20 sen or still up by more than 100%

as such Cpo prices will be supported

and keep these thoughts in mind

1. Great minds talk about ideas
2. Good minds talk about things
3. Weak minds talk about people

3iii is just plain guessing rubbish

only Calvin's Remisier knows the real truth

out of his 100 clients Calvin is in top two

Now just remember this

we know Tsh has received Rm302 millions

cash will be 21.9 sen and a profit of 17 sen more or less will be reported by May 2023

Any weakness now is our opportunity

What about Ijmplant?

received upside of over 60%

plus also there is now danger in banks all over the world by contagion from collapse of Silicon Valley Bank and Credit Suisse

and already received more than Rm230,000 in dividends from palm oil shares and will still be receiving very good dividends

hahaha

Calvin still running in front

at the forefront of palm oil since year 2020

will continue to run as long as Man still need to cook, brush teeth, wash clothes, wash cars, eat bread, biscuit and ice cream

Look at the whole picture in history

CPO was below Rm1000 per ton in early days

Then it moved up and crossed Rm1000 to Rm2000 range

In year 2008 and 2012 Cpo reached Rm3500 to Rm4000 and many stocks were taken private later in bull run like golden hope plant, Guthrie, Tradewind and Unico Desa

In year 2019 cpo dropped to Rm2200 yet no palm oil co went bankrupt

Now Cpo is still Rm3500

So will be good as cost Rm2000 we still see Rm1500 profit per ton

Happy morning to all genuine investors of Tsh Resources

All for or against Tsh have been posted here

Now we will know by May 2023 results what Calvin say is the truth or not

Until then we will wait

Pang72

short term I cannot tell if Jtiasa will drop further or not

but VALUE HAS EMERGED

last time like this

these palm oil stocks were all cheap

Ijmplant was Rm1.86
Klk took it private Rm3.10

Kwantas went from from Rm1.20 to 55 sen
then owner took it private at Rm1.65

Kulim was downtrending at Rm2.50 and Johor Corp took it private at Rm4.10 (up 60%)

Tmakmur was Rm1.38
PAHANG Royalty took it private at Rm1.90

so Jtiasa???

Berlin I was wrong in timing on Tsh but not Ijmplant

but if you are a trader or short term punter then you will suffer a loss if you have bought high

and my advise to you and all here at this time is to buy back Tsh while so oversold and cheap

let me illustrate

last time My Johor Sifu bought Ptaras Jaya at Rm1.90

after buying Ptaras jaya crashed to Rm1.40

So we were wrong in time buying ptaras Jaya at Rm1.90 and it dropped to Rm1.40 for a loss of 50 sen

however we bought more Ptaras jaya at Rm1.40

why?

answer:
because Ptaras jaya insider/director bought at Rm1.90 and they were holding

so we bought and hold

as it turned out Ptaras jaya later gave free bonus and price surged to Rm7.00 and split (it went up 500% from Rm1.40)

now stay here at see how Tsh will perform in future months still ahead

And think deeper

Klk was an outsider buying over ijmplant at Rm3.10(was rm1.86)

Chairman Tan Aik Pen is an Insider whose father Tan Soon Hong founded Tsh and he buying Tsh as high as Rm1.70

Do you think Klk management knows Ijmplant better or Chairman Tan Aik Pen knows Tsh better?

And think of these two

Ijmplant versus Tsh

Ijm the management of ijmplant has sold all its shares to Klk and no longer in control of ijmplant

Ijmplant was Rm1.86 and Klk gave Rm3.10 to take all

For Tsh the Tan brothers plus Director Lim Fook Hin have been buying Tsh

Chairman Tan Aik Pen even bought till he owns more than 330 million shares of Tsh
And since Chairman bought kaw kaw even as high as Rm1.70 it tells us they SEE VALUE IN TSH AT RM1.70 JUST AS KLK SAW VALUE IN IJMPLANT AT RM3.10

Berlin

I bought kaw kaw on Tsh

I still holding and still believe in what i said

I also bought kaw kaw ijmplant at Rm1.86 and then Klk took it private at Rm3.10

So i made in ijmplant but on paper still losing in Tsh

And i still firmly holding and buying more Tsh

But up to each one to decide as no one point a gun at you and force you to buy or to sell

Good morning

Berlin

Who said Calvin never admit wrong?

Go check up my 10 years of posting in i3 to find the truth

Many times i apologized for making mistakes if you will go and find all Calvin posted

As for being proud or cocky or telling lies all these are accusations with a bias mind

Stay here longer and see

What Calvin talked about Tsh May 2023 results chun or not

Calvin stated these as facts

1. Rm302 mil received on Jan 18 2023 will be reported as double digit profit by May 2023

Just wait 2 more months till May 2023 and then all can see and judge for themselves

so how ?

did you tell me you bought ?

why only now come out to say

now Jtiasa is 64 sen

we must talk about now and now Jtiasa at 64 sen is now cheap as it is giving 4.6% dividend

so if you had bought high then now at 64 sen is certainly a cheaper entry price

but remember this

all must study and do due diligence before buying or selling

Actually this 3iii is the one "eager to impress"

going round passing disparaging comments on others to "show off"

why come only to Tsh ?
this one gave us 3 sen and 8 sen dividend and proposed another 2.5 sen dividend

why you did not go warn limit down stocks like Revenue, Pi corp or Computer form?
these poor people there got no warning when you should be there more urgently

but you failed to show up there
that shows where there is a need for waning you FAILED MISERABLY

and here we certainly do not need you you come here to disturb and waste our time ??

what kind of low class behavior you have

all can see through your very inferior complex

amazing guy?

one who does not recommend any current stock for i3 people to buy

just go round pick bones and find faults all the time?

tell people not to calculate the way they do?
so you can calculate better?

so concerned about people eager "to impress"?

This is a place to exchange ideas about investing

not about people do this or people do that

why you major on minors and keep wasting people's precious time

go share some GOOD IDEAS IF YOU HAVE ANY OR JUST SHUT UP

AS IT SAYS

GOOD MINDS TALK ABOUT THINGS

GREAT MINDS TALKED ABOUT IDEAS

WEAK MINDS TALK ABOUT PEOPLE

A PERSON WITH INFERIORITY COMPLEX KEEP ON TALKING DOWN ON OTHERS

We actually full of things to do and very busy

only naysayers like 3iii got plenty of free time and so idle

an idle mind is the devil 's workshop

better go fill your mind with productive useful thoughts

3iii has never recommended one current stock in all these years for us to buy ( why ? is it because you afraid to underperform ? and so behave like a coward?)

and now with no practical use go round pass judgement on others

Picking bones and picking quarrels only?

See out of so many and many good ones like

super enterprise
Tmakmur
the store
Kulim
Kwantas
Ijmplant
Kbunai
weida
Daiman
ancom
Texchem
complete logistic
Bonia

why only pick bones and split hairs?

and always find faults

if really so good you should mind your own business and go post your recommendations

this 3iii has only harped on dinosaur historic stuff of time past and never recommend one good current stock which people can invest in ( he so afraid less he underperform so he acts like a Real Coward)

and hiding behind some fake protection he pass comments on others

This is toxic behavior

a real waste of people ' s time as he only a busy body of little practical use

yes uncle Sam bonds toxic

this 3iii with all his claims of being investsmart actually investbodoh is very toxic as well

And we know for sure Tsh in Jan 18 2023 received Rm302 mil cash or about 21.9 sen cash infusion from final sale of Bulugan lands

May 2023 results will report a double digit profit for sure

A dinosaur cannot calculate properly and in denial

Dlady has most nor margin of safety at all

now crashing down

it's high payables will be the undoing of dlady

Tsh on the other hand is now debt free and cash rich

Chairman dared to load up 330 million Tsh shares plus for now Tsh paying 8 sen dividend is it's highest ever recorded

Most dishonest is 3iii failure to admit wrong on pm corp defended Dlady which has gone down by more than 60% now from peak

And better come clean and tell the truth

even pm corp promoted at 15 sen now is 21 sen after giving 8 sen cash payout - beat dlady handsdown as dlady fell from Rm72 to only Rm26 now

go check up Texchem, Bonia, Complete logistic and ancom all gone up 300% to 400%

this 3iii only tell half truth all the time

why no mention Opcom, Redtone

why no mention all great stocks taken private like

Tmakmur, super Enterprize, kbunai, weida, daiman, thestore, Ijmplant, Kulim, Kwantas and so many others?

what you do not know you cannot comment properly

This method of Cost reduction by dividend was first taught by Johor Sifu in year 2006

He said

By buying into a high dividend paying stock the yearly dividend can be accrued and by subtracting Cost of purchase by accumulated dividends over many years can finally bring down cost to zero

after that the holding cost is FOC (free of charge) and will continue to get free dividends for like

Johor Sifu ID in i3 is MG9231

due to naysayers who knows nothing and opposed his valuable thoughts he has now deleted all his posts and left i3

that is a big loss

naysayers contribute very little positives and have done much harm and therefore should be banned

for Thplant

according to Megat Rizal the spokesman

when Cpo was Rm2500 Thplant was profitable as it's cost of production was only Rm1,465

now that Thplant's cost of cpo production
has gone up the Cpo price at Rm3500 is still good and profitable
plus Thplant has huge lands planned for sale to unlock immense value

Why?

Now Jtiasa is 64 sen

we are talking of buying Jtiasa in the present moment

of course

There were those who bought at Rm1.09 and sold for a profit

They have posted thanks

and those who chased high and now made a loss if let go

However Tsh is still an inspiring work in progress and Chairman holding 330 million Shares tightly

Now at Rm1.01 it is certainly a great value buy as the long term target will be much much higher
than now

if you are trader, short term punters then better stay away

if you are into long term value investing now price is at its best bargain

Bank Fd?

Why the trouble?

Jtiasa already given 1.5 sen + 1.5 sen or a total of 3 sen dividend

That is 4.6% which is than any bank fd and that is not all yet as May and August 2023 we can expect even more dividends

When Fed printed money under QE or Quite Easy

Things were up at ease and all are happy

Now is QT or Quite Tough

Tough times have come

But again "Tough times never last but tough people do"

And businesses that can survive tough times will flourish again

TIME TO TIGHTEN YOUR BELTS

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

TIME TO TIGHTEN YOUR BELTS

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

TIME TO TIGHTEN YOUR BELTS

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

TIME TO TIGHTEN YOUR BELTS

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

E = EASING
T = TIGHTENING

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

HIGH BANK INTEREST WILL EAT INTO REIT

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

FGV & ALL PALM OIL CO

ALL VERY GOOD

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal


THPLANT WITH OVER 240,000 ACRES OF GOLDMINE LANDS VERY HIGH DEFENSE

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal


SIMEPLANT LARGEST PALM OIL OWNERS ON EARTH

VERY DEFENSIVE

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal


SOP NET CASH CO

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal TAANN NOW NET CASH CO