Pang72

Why you so gaypoh waste time

Jcy is a different type of Tech
(Semi conductor get hit but not Hdd/ssd) As Data Centers still in progress worldwide

Now Jcy, notion and Dufu all ok

Western Digital & Seagate both reported profits

Ok no

Palm oil crossing Rm4500 MT

Bull run going for 🌴🌴🌴

You better not miss 🌴🌴🌴 now

Yes Dompeilee

Welcome to Tsh
I am not a petty person

We are now in 🌴 bull trend and wish all well

Buy 🌴🌴🌴

Be prepared

Read this

👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-03-13-story-h1484835012-THE_ASIAN_FINANCIAL_CRISIS_1997_1998_Why_It_Hit_Johor_Hardest_BECAUSE_O

Naysayers?

Last time we recommended Pm Corp

Naysayers condemned
Then?
Then people who listened to naysayers avoided Pm Corp and wandered away to buy Sumatech and Patimas which later turned into landmines and killed them

We have been telling all about the great safety of palm oil 🌴🌴🌴 and Tsh

Naysayers also condemned palm oil plus Research houses and Media told all to avoid palm oil as they gave neutral call after neutral call after neutral call after more neutral call on palm oil

Then?

People bought Serba dynamite

People chased Rapid Synergy and Ynh

People rushed to buy Widad and other rubbish

People loaded up with Gtronic and Apb that Went Limit Down

People swallowed Pertama Digital that kena 4 Limit Downs until cannot see the light

All these harms are done by Naysayers

Now all who listened to the Voice of Wisdom is safe - Very very safe in 🌴🌴🌴

Just like those who managed to hide in 🌴 during Asian Financial Crisis

Us debt reaching Usd36 Trillions

As a result all paper currencies will be debased

To prevent drop in value of real money (not paper currencies) people buy

Gold
Silver
Bitcoin
Hard assets like Lands (cannot be printed)

Houses
Farm lands
(Jeff Bezos and Bill Gates are major holders of farmlands in Usa)

Here farmland equivalent if palm oil lands and 🌴🌴🌴

Strong companies that pay good dividends

Companies that own lots of cash, real assets like lands and others of real value

Amongst the very very tops are palm oil companies that own lands in the direction of growth

Tsh Resources
No one champion

1. It has 13,308 acres in kipi Tanan Kuning bulugan
Book value only Rm16,500 an acre (market value Rm100,000 or more)

94,700 acres in kutai west
Bigger than Penang Island only 72,900 acres

Lands in Bongan now Rm1 million above per acre
(Tsh book value only Rm5,000 per acre)

2. Rsawit
172,500 acres or twice the land of Penang Island at 72,900 acres

Plus Rsawit lands Are all with title deeds and now can be converted to data centers, solar farm and industries

Located near Kuching, Sibu and Miri

Book value as low as Rm1k to Rm3k per acre
Only 10 sen per sq feet

3. Thplant
Own more than 190,000 acres or bigger than Whole of Singapore only 180,000 acres
Book value about Rm5k an acre
Current value from Rm50k to Rm200k an acre

4. WTK
Own lots of valuable lands in Malaysia plus in Singapore

5. Mkland
Own over 4,000 acres in Kerian
The chosen Growth center aft

https://www.usdebtclock.org/

https://www.usdebtclock.org/

Fishy ?

at first said "Large volume net money inflow. Something is happening "

then forked tongue "However, banker are quitting "?

"Run?"

no need waste your time and life here

We have been holding on for long time already

So we expect "Something great will come - filling all with gladness

WilburR2

I no good at short term forcasting

just hold till 60 sen

then Rm1.00

how long ?

I also cannot tell

but we will reach there sooner or later

Tsh ok
Jtiasa ok
Bplant ok

no Kmloong

see

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

Kmloong very small acres

we don't have it in Top 10 chosen

See these figures to see how great future potential Tsh got in Kipi Tanah Kuning

Penang Govt own just above 6,000 plus acres of lands in Batu Kawan

In comparison Tsh owns more than double at 13,338 acres strong

Price only less than 0.1% in value

That is why Tsh has immense potential due to its very deeply hidden value

https://theedgemalaysia.com/article/cover-story-batu-kawan-continues-grow

https://youtu.be/pkCK5BHtWKc?si=AF6hiNOoLmecQHrD


see Tsh brightest prospects her

in Batu Kawan industrial lands now worth Rm2 millions to Rm30 millions per acre


in Kipi Bulugan Tsh own 13,338 acres land here still with low book value of Rm16,000 per acre

they call this the world biggest "greentech park"

and Indonesia banned export of Nickel (Ev battery ) and in some measure banned export of Bauxide, copper and other minerals

they want it's resources to be sold as finished or semi finished products

as such China, korea, Russia and others are making heavy investments into Indonesia

How can these lands be only Rm16,000 an acre when Batu Kawan worth up to Rm30 millions an acres?

How to be long term competitive against Kipi Tanah Kuning where they have the most valuable resources ?

Indonesia palm oil also more than double that of Malaysia

no need to wait till Nov 2024

see last qtr results of Tsh will know ..

1. Last qtr Tsh reported a 1.49 sen profit ..

however if you study the balance sheet

under Part A
Explanatory Notes

point 8

Off off depreciation adjustment
rm21.974 millions (due to cancelation of 3rd portion Bulugan land sale aborted)..

if not Tsh should have reported almost a nice 3 sen profit

now that these lands with productive palm oil (matured ) will add back to it's Ffb

plus no more one-off write back

plus Tsh used to pay Rm20 millions bank interest and now only Rm5 millions interest which is a great reduction

it's cash also get a positive interest which negates it's interest payment


all these cash positive move plus the most important of all

Bulugan Kipi land and Bongan Ikn Nusantara lands are going up in value everyday

just like Shenzhen land prices rise up to overtake Shanghai and Beijing Ikn Nusantara lands are rising steadily all the time

Philip listened to Serba staff in his telegram and bought even more Serba without taking heed to our Research

See

👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-04-story-h1567003523-SERBA_DINAMIK_TURNING_INTO_SERBA_DYNAMITE_I3_FORUMERS_PLEASE_BE_VERY_CA

Yes
In Philip group last time even got Serba expert and staff telling Philip to add more Serba at 32 sen (after falling from Rm2.20)

Philip even bought Serba bond

What happened to all the Serba expert and Philip shares and bond in Serba now?

And i warned about Serba

So now Can listen to palm oil experts there?

Better do own research carefully

I got both Jtiasa and Tsh


70% of Jtiasa lands are "rented" lands (PULAU BRUITS) and CANNOT BE SOLD

ALL OF TSH LANDS ARE BOUGHT BY CASH

AND CAN BE SOLD ANYTIME FOR 3X, 5X OR 10X PROFITS AND HIGHER JUST LIKE IJM PLANT LANDS AS THEY EXIST SIDE BY SIDE IN SABAH, BULUGAN, IKN NUSANTARA AND SUMATRA

Why compare only Tsh at phase 4 to Uplant at phase 7?

why not compare Bplant or Jtiasa to Uplant? All have reached phase 7

Jtiasa up by 100% and Bplant up by 369% while Uplant for the same time period up only 63%

So given time Tsh should chase up both Jtiasa in earning and Bplant in value as well

not to worry mf



if you invest defensively you can sleep like a carefree baby every night

see how safe is 🌴🌴🌴 in times like these

Dow Jones dropped 400 points but palm oil being a consumer staple still strong above Rm4,400 MT

and palm oil is "the only industry" that did well during The Asian Financial Crisis years of 1997/8

see

👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-10-24-story-h1592856157-Reposted_article_THE_IMPORTANCE_OF_DIVERSIFICATION_Calvin_Tan_This_is_a

Can already see the coming shortfall

Indonesia only produced 46 millions tonnes of Cpo

and its own citizen are voracious consumer of palm oil at 20 millions tonnes a year (more than India)

leaving 26 millions tonnes

now more than 5 million tonnes go into B35

By next year will be B50

and then mop up more and more as it moved from B50 to B100

How will palm oil not 🚀🚀🚀 up

see

https://en.antaranews.com/news/330957/biodiesel-mix-cpo-output-increase-must-go-hand-in-hand-indef

President Probowo push for B50 is causing fear of shortage again

https://www.thejakartapost.com/business/2024/10/23/industry-warns-b50-push-could-slash-palm-oil-exports-trigger-global-shortage.html

President Probowo push for B50 is causing fear of shortage again

https://www.thejakartapost.com/business/2024/10/23/industry-warns-b50-push-could-slash-palm-oil-exports-trigger-global-shortage.html

Note

Long ago Klk, Batu Kawan and United Plant were at phase 4 and their prices were Rm3 to Rm4


Now they are over Rm20 in phase 7 (so we think no longer cheap)

When Bplant was 57 sen it was in phase 3 to 4

However it jumped to stage 7 when Ltat took it private

Jtiasa was 63 and it was phase 4 now phase 6 to 7 as it turns into a dividend stock like Inno and Uplant

As for Rsawit, Thplant, Tsh and others there are still in phase 4 to 5
Hence they present us the best buys

Certainly for those who bought Klk and Uplant when there were Rm3 to Rm4 and held on till now have seen good success

So we buy value shares and hold - the cheaper the better - with help from all naysayers and ib bank rss shorting

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Correction
I bought jtiasa at Rm1.03 after tikus mickey spammed fear

Yes must thank naysayers

I bought 700,000 shares of jtiasa at 63 sen
Sold from Rm1.40 to Rm1.25 when Genine was selling

Then tikus mickey spammed fear in Jtiasa and it fell to Rm1.03

So i bought with help of tikus spam fear at Rm1.03
After receiving 3.5 sen dividend my cost for Tsh now (2nd round) is 99.5 sen

All must thank naysayers for helping us to get Tsh at such bargain prices now

Safe to buy Tsh at Rm1.09?

See the complete picture

1. We first bought Tsh at this same price in year 2020/1
At Rm1.09

Director Lim Fook Hin also bought Tsh at Rm1.09 about that time

Director Tan Aik Yong bought 16 million Tsh shares at average price of Rm1.643
Holding all even when Tsh reached Rm1.89 till now and still holding

Chairman Kelvin Tan bought until he got 340 Million Tsh shares

And Both Uob bank and Spore Dbs bank loaded up Tsh shares to become Top 10

Public Mutual Got 3 Funds buying Tsh at much higher prices and even want to buy more

Eastspring Fund also in top 30 of Tsh

So we see very strong buyers in Tsh

Now after 5 years Tsh has pared down its debts from over Rm1.4 billions to become net cash positive

I told all to buy Jtiasa at stages 4 & 5 when it was 63 sen but naysayers have ridiculed it
Now Tsh is stage 6 to 7 and people chased it to double in price

So best time is to buy Tsh at stage 5 going to stage 6

Rm1.09 still very very cheap

When Tsh reached stage 6 or 7 it you will never be able to get Tsh at such low prices anymore

3 main points (fools cannot see)

1. Rsawit sold two plots of land for Rm165 millions and cash received by July 2024

to be reported with Rm77 Millions as profit by Nov 2024 results

2. from asset disposal is a cash profit of 3.77 sen not including operating profit

3. since last 3 months Ffb have increased the operating profits will add to 3.77 sen of assets sale profit

4. CEO in anticipation of upcoming good results have added another 1 million Tsh shares at 25 sen

investing has got to do with the future and not bothering with past underperformance

don't make so much noise now
just quietly buy if got spare cash

Aiyoyo

Tsh don't up so fast lah

My elephant gun trained to buy more lorry loads more

So?

NAYSAYERS please continue to spam fear press down more

Ib banks also please do Rss short sell Tsh to us

😀😀😀

Happy morning all

Seagate good results show increasing demand for HDD/ SSD

Good for Jcy, Notion and Dufu

https://finance.yahoo.com/news/seagate-technology-nasdaq-stx-exceeds-201859418.html

Happy morning all

Seagate good results show increasing demand for HDD/ SSD

Good for Jcy, Notion and Dufu

https://finance.yahoo.com/news/seagate-technology-nasdaq-stx-exceeds-201859418.html

Happy morning all

Fcpo real time now is
Rm4,463

Experts told us earlier that Fcpo will fall in 2nd half of 2024 due to increase of Ffb plus soyoil price down

This is now proven wrong as Fcpo is now near Rm4500 MT

President Probowo being a belligerent advocate of Biofuel will push for B50 and all the way to B100

by then not enough palm oil to meet world demand

when demand unable to be filled Cpo prices will remain high

https://www.tradingview.com/symbols/MYX-FCPO1!/

198000 acres still bigger than Spore entire landmass of 180,000 acres

In Spore just one good class Bungalow can worth more than all of Thplant

That is why Thplant is such a deep value company

Among the best and cheapest on earth

Thplant now 59 sen
with total shares 883 mil Thplant is worth Rm520 millions

Add Rm700 millions the cost is Rm1.2 Billions

since Thplant got 240,000 acres

per acre cost is Rm5800

per SQ is 12 sen

Ecrl now passing by Thplant land in Trengganu will enhance the value

in Dungun land value jumped from Rm1.00 to Rm18psf after Ecrl rail built nearby

So how can Thplant land be only 12 sen book value ?

Thplant also got land along Pan Borneo Highway near Serian

book value Rm5.8k psf?

worth far more now


when one day either Thplant sell some land or taken private like Bplant only then we will know it's actual value

people go gaga over Ksl or Uems

both are like mouse deer compared to the value of Thplant 240,000 acres land which is 3x bigger than Penang island land mass of 72,900 acres only

Thplant ?

go check up Annual Report of Th plant

I was in Top 30 holder for one year with 900,000 shares

yes Xiaoeh

when Genine started to sell Jtiasa I also sold

then when Genine stopped selling I bought back Jtiasa at Rm1.03 and told Eagle Group to buy as well since Tsh giving 3.5 sen dividend

so after dividend is 99.5 sen holding cost (latest purchase)

Now Tsh has crossed Rm1.10 again

For Bplant I sold at only Rm1.53 (although Klk offerred to take private at Rm1.55)

The value of palm oil (esp Tsh Resources, Rsawit, Thplant, Wtk, Hs plant, Fgv, Sop, Taann, Jtiasa, Ioi corp and Simedarby plant is mispriced, misplaced and overlooked

so we like to buy and hold these

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2018-02-28-story-h1452576199-THE_RELENTLESS_PURSUIT_OF_VALUE_TA_ENTERPRIZE_NOW_TOP_VALUE_BUY_Calvin_

The barometer for Oil & Gas was When crude oil reached Usd100 per barrel

Ogse went into bull run for year 2019

the barometer for Glove was coronavirus in March 2020 ( before Vaccine and China Factor later negated it)

The barometer now is Fcpo over Rm4300 again
in year 2008 and 2012 when Cpo was Rm4000 palm oil went through Rm4000 Mt

at that time both Ijmplant and Tsh crossed Rm4.00

so when Cpo reached Rm4000 again Klk took Ijmplant private at Rm3.10

if Ijm plant is worth Rm3.10 then Tsh by right should be at least Rm2 to Rm2.20

since Tsh is below Rm1.09 it is now grossly misunderstood, mispriced and overlooked just like Bplant at 57 sen, Jtiasa at 63 sen, Vstec at 58.5 sen or Complete logistic at 56.5 sen

We love to buy fundamentally strong stock with value despised and rejected by 95% to 99% of the market

that is how we can beat both Warren Buffet and Peter Lynch combined

Xiaoeh

I normally look at the macro picture just like Eagle takes an Overview of the total landscape

Now by doing so we identify theme play

there will be something that stands out from among the masses

like Warren Buffet said about going out looking for a 7 feet man and a 5 feet 5 won't do

so we look for catalysts

like in year 2018/9 when PETRONAS Gave Rm30 Billions for Ogse upstream (latest shrunk to only Rm10 Billions )

for that year of 2019 stocks like carimin (currymee), Uzma, penergy and dayang were up from 100% to 500%


for year 2020 Coronavirus pushed Big glove players over Rm20.00

Now we buy Palm oil because Cpo over Rm4300 while cost of Cpo production only Rm2k to Rm2.2k for Tsh and some other efficient Upstream planters

In Nigeria, Ghana, Thailand, Singapore and Indonesia Palm oil shares doing superb

in Malaysia IB banks in cahoot with media gave neutral call for palm oil and then do RSS short sell

we are undaunted and hold on to palm oil with captains of palm oil industries who are also holding firmly

See if Palm oil will later give out the best dividend and outperform

Xiao eh?

does it mean seow leow or what?

sorry if I got the wrong interpretation (joking only 😊)

tell Calvin the true meaning ok?

Xiaoeh

just like your name Corona virus caused Glove bull seow leow and gone mad


all 4 Topglove, Kossan, Harta and Supermax in unison shot past Rm20

so forget p/e when bull is seow leow (mad already )

Supermax was a 10 baggars Chun Chun

now Calvin sees potential again in some

what are they?

😄

Thank you patrico8


Supermax was a 1,000% 10 baggars

hard to be repeated but if work hard can find again

find again ?

yes I got some in mind now

sell after a 20% to 30% gain?

this fella so shallow indeed

listen during Glove Superbull year of 2020 Mr OTB said he saw 50 people made millions

ahem ahem

Calvin bought Supermax at Rm1.73 and held on till Rm20 before selling to make 1,000% profit

see

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-06-12-story-h1508760038-A_TALE_OF_3_GLOVES_IN_PICTURES_COMFORT_GLOVE_TOPGLOVE_SUPERMAX_Calvin_T

Great success in picking

Jaya Tiasa (Giant Treasure)

When we picked Jtiasa at 63 sen many naysayers were telling us how lousy jtiasa was

We held on

Then Jtiasa more than doubled to over Rm1.50 and we took some profit

So now is the same with Tsh

The more naysayers condemn the more we buy

Happily buying Tsh from Rm1.05 to Rm1.07

Weak hands have let go

We see those with nerve of steel and brave of heart buying Tsh now just like those bought Bplant at 57 sen, ijmplant at Rm1.86 & Jtiasa at 63 sen

So now Tsh is our best opportunity

Until today Harta has not even recovered to 50% of its Rm9.95

Those who left gloves for 🌴🌴🌴 have escaped the huge losses

More successful investment news

By May 2021 we told all to buy

Ijm plant at Rm1.86 and to sell harta glove at Rm9.95

Just few months later Klk took Ijmplant private for more than 66% gain

While Harta collapsed steeply

Those who followed saved themselves from the horrendous glove debacle and remain safe in 🌴🌴🌴 🔥🔥🔥

😄😄😄

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 Bplant was taken private for a hefty gain of 369% Eagle Group replaced it with

Rsawit

Rsawit has 172,500 acres of palm oil

SEE (Actually cannot see one lah recommended lapsap Shchan to Eagle group above 50 sen and caused huge losses)

Eagle Group still got 343 members opposing him

Now why Eagle group buying Rsawit?

Answer:

1. In July 2024 Rsawit received Rm165 million cash payment for 2 estates sold

Of which profit is Rm77 millions (about 3.77 sen) to be reported next month

2. Rsawit ffb last month is a new high of 29,700 tonnes (used to be less than half)

3. Ceo of Rsawit just bought another 1 million shares of Rsawit at 25 sen

So we are confident that Rsawit is a genuine "turnaround" buy

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h-157077952-RSAWIT_5113_Evidences_of_a_Powerful_Turnaround_Palm_Oil_Stock_you_shoul

A Reality check on Top 10 promoted palm oil shares

Many gained

And when gain gained alot like Bplant (369% profit)

Jtiasa (100% profit)

Taann (very high dividend)

Fgv, Thplant, Simeplant, Sop, ioi corp all made monies

Tsh buy call was Rm1.09
After more than 13 sen dividend average cost is below rm1.00

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-24-story-h-158779798-HDD_BULL_RUN_TIME_FOR_JCY_NOTION_DUFU_How_To_Protect_Your_Profits_50_Al