Nobody can clearly predict Cpo prices

It goes up and it goes down and investing has got to be longer term

Traders, punters and investors have short and long term views

If we follow traders to buy and sell all the time we won't see people like Robert Kuok who holds palm oil Wilmar for decades
And by 🌴 he is still the richest man in Malaysia

Now we know Tsh has 171,000 acres of oil palm lands fully matured

171,000 acres is twice the size of Penang Island

No matter what palm oil is the most efficient crop plus its price is the lowest among all vege oil

Tsh dividend for now 2.5 sen
But wait for rm273 mil cash (18 sen) to come in soon
Once in Management could decide to give a special dividend

Last round bplant after selling kulai young lands to Ytl power gave out a 7.3 sen dividend and the people chased Bplant to Rm1.09

Same goes for Tsh

People are sight orientated

When they see they will buy

A prudent person foresees ahead of time

Simeplant in downstream affected by high Cpo cost input

Jtiasa pure upstream benefits most

Jtiasa on weakness is opportunity to buy

Investing has got to be longer term while trading is not

"The stock market is a devise for transferring wealth from the impatient to the patient"
--- Warren Buffet

Engineering profit
Happily buying more Tsh on offers

Don't miss Palm oil as it has benefitted greatly from high Usd

See jtiasa foreward p/e only 4.38 has beaten both Ytl and Ytl power at p/e 10 & 9?

So jtiasa makes double their profits

Jtiasa is jumping tiger 🐅🐯

Happy morning all
Jtiasa today is totally different from year 2022

Last time still got high debt. Now going to be debt free

Last time p/e so so. Now p/e has beaten ytl power

At 4 38 p/e Jtiasa also beats Ytl p/e 10 handsdown

Why the hooha on Ytl?
Jtiasa beats it by double at 4.38 p/e

Also now Jtiasa is giving out good dividends

So see Jtiasa turns into a jumping tiger 🐅🐯

Good morning

Year 2024 February Tsh starts with a nice 2.5 sen dividend even though it made less than 2 sen

This shows the financial position is strong and coming soon another Rm273 millions from 3rd payment of Bulugan Land sold (total Rm731.09 millions) will come in anytime till 4th July 2024

That will be 18 sen cash more or less. If Management decides to follow Inno's example in giving more dividends/special dividends then Tsh should follow the same trajectory like Inno to go higher in its performance

Over and above all Tsh's "gold mine 🪙" lands of 94,700 acres very very near Ikn Nusantara Admin Center (see and study latest Ikn nusantara map diligently; Tsh lands are nearer to Ikn Nusantara very heart compared to MkhOp lands) is appreciating daily in a land boom time like never before in the history of Indonesia

The land boom of Japan, Hong Kong, Singapore, Shenzhen, Putrajaya and Iskandar have now come to Ikn Nusantara

And we participate in this boom time in Ikn Nusantara by owning Tsh shares

And 2.5 sen dividend for now (and dividend is a sure thing)

Net asset per share Rm1.48 (last year qtr was Rm1.37)

It has solid land assets
Tsh can do a revaluation to show its price appreciation since lands in ikn nusantara are going up

Go read the write up by Tsh under Commentary on the prospects yourself

(don't just do surface reading )

it says, " The group is on strong financial footing

Meanwhile while we see loan further clear in next few qtrs to make Tsh a cash rich debt free entity

Future savings from bank interest plus cash from asset disposal can result in handsome dividend streams like Innoprise plant

And if any piece of lands in ikn nusantara sold in future it will result in a Huge Windfall Cash Bonanza payout

🎁 🎯

Results are in line and on the right course

Loans further pared down to Rm301 Millions

TSH HAS
CASH RM250 MILLIONS

SHORT TERM FUNDS
RM5.3 MILLIONS

INVESTMENT SECURITIES
RM28 MILLIONS

TOTAL CASH AND CASH EQUIVALENT

RM283 MILLIONS

LOAN LESS CASH

RM18 MILLIONS

BEST EVER BALANCE SHEET OF ALL TIMES FOR TSH RESOURCES

WELL DONE

TSH BOD

👏 CLAP!
👏 CLAP!!
👏 CLAP!!!

AND A 2.5 SEN DIVIDEND

AND ON THE WAY IS RM273 MILLIONS OR 18 CASH FROM FINAL LAND SOLD

Warent
you have asked a very relevant and also a very important question

I shall be happy to answer this vital question in another post

So please stay tuned. ...

https://www.malaymail.com/news/money/2023/11/19/dpm-fadillahchina-to-increase-palm-oil-imports-in-2024/102844

https://www.reuters.com/markets/commodities/top-buyer-indias-nov-palm-oil-imports-jump-3-month-high-2023-12-15/

Palm oil main Buyers are from India (1.35 Billion people) China (1.4 Billion people)
Others are Bangladesh, Pakistan, Middle East

Aiyoo Yippy68

You got see properly Taliwork balance sheet or not?

Earn less than 1 sen
Cash only Rm104 Millions
Long term borrowings Rm269 Millions

Mana ada duit pay good dividend leh?

Better switch to Hs Plant

See very carefully

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-19-story-h-188335565-HS_PLANT_5138_A_PALM_OIL_LAGGARD_YOU_WITH_DEEP_VALUE_YOU_SHOULD_TAKE_NO

To prudentinvestor

if you don't understand plain English you better don't simply point finger to accuse

We are talking about 100% gross profit.

Do you know the word "gross profit" and the difference between what is gross profit and net profit

A gross profit must needs go through deduction by taxes, bank interest cost if Co got borrowings and other expense before final net profit is derived

So net profit can be anything from 30% to 80% depending on how efficient a company is plus also how high Cpo prices can reach

And additional highlight

We are talking about Gross Profit 80% more or less if Cpo is Rm3800 but if Cpo goes up to Rm4000 to Rm4200 then gross profit can rise to 100%

and from gross profit we have to deduct other expense like tax, Impairment and other cost and final cost which then give a final net net profit of 30% to 50% or more depending on more or less inefficient ones

Overall with new high level of Cpo price range of Rm3500 to Rm4200:upstream palm oil companies are doing very well

One more thing

Cost of Cpo production jumped from Rm1600 to Rm2200 all due to 2 main factors

1. High cost of fertilizer 30% to 35% of production cost

Now Nitrogen fertilizer ( natural gas down by 80%) plus automation will also save on labour cost the cost of cpo production can then come down below Rm2000 and will translate into higher profits

Blog: Reposted Article: OIL PALM STOCKS IN Bull Run Time: Those Prepared with Biggest Capacity Will Always Excel More Than Others, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/600622097#google_vignette

BUY ON WEAKNESS

GOOD RESULTS SHOULD BE OUT

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET#google_vignette

JAYA TIASA IS JUMPING TIGER IN EARNINGS!!

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET#google_vignette

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET#google_vignette

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET#google_vignette

Wait for good results out
go ask Jtiasa BOD to give a more generous dividend and the last vestige of lingering doubts will evaporate

Jtiasa is now on auto pilot money making mode

for the next decade will see high free cash flow coming in

Klk in the 2000s was only few ringgit and from year 2004 to 2014 Klk gave out ever increasing dividend and Klk share price skyrocketed from Rm4.00 to Rm26.00 all because of good dividends in rewarding shareholders

if only all palm oil companies emulate Klk excellent examples

now we got one in Inno plant

Inno plant managed by Tsh BOD done an excellent Job for Innoprise plant owned by Sabah Govt

after Tsh gets Inno to pay high dividend (like Klk) price of Inno shot up from 50 sen to Rm1.50
and Fong Siling aka Cold Eye rushed to buy up Inno shares

now he sees Jtiasa the same and has increased his holding of Jtiasa from 5 million to 10 million shares
now many funds are on the sideline to watch Jtiasa's BOD generosity

once they see sincerity and higher dividend you can expect Jtiasa to 🚀🚀🚀 over Rm2.00 to Rm3.00 and higher

Very good Fcpo real time is now
Rm3864

Tsh real cost of Cpo production rm2000 to Rm2200

so gross profit is as high as 90%

plus Natural Gas (nitrogen fertilizer) now crashed by over 80% which means that Tsh cost of Cpo production can go back down to Rm1800

it will translate to a Huge Gross profit of 100%

what other industries even got 50% profit out there?

so found a gold mine?
stick with it

or else somewhere, someplace, someday you might step on a land mine

stay safe in 🌴🌴🌴 🔥🔥🔥 🙏

Tsh no high price yet

high prices are ytl, ytl power, kgb and others you must now sell

After selling all high priced ones just add more Tsh

Tsh high was Rm1.89

now only Rm1.11

very cheap and safe to add

Many now laugh and ridicule Tsh?

🤔

And one fine day

🚀 🚀 🚀

Wahaha!

Wahaha!!

Many paid no attention when we told all to buy Thplant below 40 sen in nonchalant attitude

Suddenly Thplant shot past 80 sen

Heh heh heh heh
😁

Hehehe
Many talked bad about jtiasa due to their doubts in jtiasa governance but we bought at 63 sen

Now jtiasa up over 100% and we got the last laugh 😀

Hahaha

Many laughed at Bplant when it went into algae business and sold down Bplant to 57'sen in year 2021' but we bought

After good dividends of 24 sen plus Ltat took bplant private at Rm1.55 it is a nice 369% gain and we got the last laugh in bplant 😀

Listen listen listen

Gruesome 3iii investbodoh talked bad about bplant and bplant gone up
He talked bad about jtiasa and jtiasa up 100%
He talked bad about thplant and thplant up 60% suddenly

So now he talked bad about Tsh you must never ever listen

Just buy while others with light ears and fearful hearts let go

Tsh will outperform bplant
Outperform jtiasa. Outperform thplant

Tsh Resources = 🏆🏆🏆🥇🥇🥇

This 3iii Investbodoh is the gruesome one

We invest with the "future" not just current earnings which is so short sighted

Last time in investlah he also called Pm Corp gruesome and gave a target price for Pm Corp at only 14.4 sen. Causing investlah people to avoid Pm Corp which later sold Woodland warehouse in Spore and gave an 8 sen cash payout. And Pm Corp up over 100% to the high of 36 sen
As for investlah people given wrong counsel went to punt patimas and sumatech which later bankrupted them and www.investlah.com also closed shop

Better avoid 3iii investbodoh and do not miss this golden opportunity to buy Tsh now! Now!! NOW!!!
We

See Hs Plant FFB

YoY (Year on Year Up)

Quater to Quarter FFB also Up

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

7 minutes ago



calvintaneng

Again SEE THPLANT

YoY FFB up

Quarter to Quarter FFB also Up

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

5 minutes ago



calvintaneng

Although Cpo weakened by 10% to 15%

Fertilzer Cost Crashed by 85% got Huge SAVINGS ON COST OF PRODUCTION

See chart of Natural Gas (Nitrogen Fertilizer)

https://tradingeconomics.com/commodity/natural-gas

Better don't miss Palm Oil Bull

2 minutes ago



calvintaneng

FCPO Over Rm3800

Cost of Fertilizer drop cause cost drop to Rm1800

So Gross Profit 100%

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

45 seconds ago



calvintaneng

Very very very few Industries /business could even get 50% gross profit

PALM OIL ONLY GOT 100% GROSS PROFIT!!

See Hs Plant FFB

YoY (Year on Year Up)

Quater to Quarter FFB also Up

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

7 minutes ago



calvintaneng

Again SEE THPLANT

YoY FFB up

Quarter to Quarter FFB also Up

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

5 minutes ago



calvintaneng

Although Cpo weakened by 10% to 15%

Fertilzer Cost Crashed by 85% got Huge SAVINGS ON COST OF PRODUCTION

See chart of Natural Gas (Nitrogen Fertilizer)

https://tradingeconomics.com/commodity/natural-gas

Better don't miss Palm Oil Bull

2 minutes ago



calvintaneng

FCPO Over Rm3800

Cost of Fertilizer drop cause cost drop to Rm1800

So Gross Profit 100%

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

45 seconds ago



calvintaneng

Very very very few Industries /business could even get 50% gross profit

PALM OIL ONLY GOT 100% GROSS PROFIT!!

Very very very few Industries /business could even get 50% gross profit

PALM OIL ONLY GOT 100% GROSS PROFIT!!

FCPO Over Rm3800

Cost of Fertilizer drop cause cost drop to Rm1800

So Gross Profit 100%

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

Although Cpo weakened by 10% to 15%

Fertilzer Cost Crashed by 85% got Huge SAVINGS ON COST OF PRODUCTION

See chart of Natural Gas (Nitrogen Fertilizer)

https://tradingeconomics.com/commodity/natural-gas

Better don't miss Palm Oil Bull

Again SEE THPLANT

YoY FFB up

Quarter to Quarter FFB also Up

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

Wrong assumption lah

See Hs Plant FFB

YoY (Year on Year Up)

Quater to Quarter FFB also Up

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

Hap Seng Plantation (5138) A Solid Stable Dividend Palm Oil Stock you can sleep well after investing, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-07-story-h-189229142-Hap_Seng_Plantation_5138_A_Solid_Stable_Dividend_Palm_Oil_Stock_you_can

One more thing to note

Hs Plant has a dividend policy of giving out 60% profit as dividend

Time to buy before dividend news out soon this month

HS PLANT (5138) A PALM OIL LAGGARD YOU WITH DEEP VALUE YOU SHOULD TAKE NOTE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-19-story-h-188335565-HS_PLANT_5138_A_PALM_OIL_LAGGARD_YOU_WITH_DEEP_VALUE_YOU_SHOULD_TAKE_NO#google_vignette

Another two current examples are bplant

Bplant got very little earnings from operations but just by assets disposal. Finally Ltat took bplant private for its gold mine lands at Rm1.55

Thplant also got little earnings price now jumped

One past stock we owned called Kulim even got losses the last two quarters when jcorp took it private at Rm4.10 (from Rm2.50)
But let Calvin tell you this

All the combined lands of kulim, Bplant and Thplant all 3 combined also cannot compare to the "future" value of Tsh lands in ikn nusantara

I was born in the heart of Bkt Bintang and my youth was spent in this area

I saw Pudu jail everyday as i passed it to go to school in the 1960s

At that time Pudu jail got only expense and no income at all

Only thing it got was prisoners and liabilities and upkeep

No more today

It has been transformed into Bukit Bintang City Center or THE BBCC

SO WILL BE TSH

FROM TRASH TO TREASURE OF DESIRE

Earnings around 7.5 sen?
No. You got it all wrong
We did not buy Tsh just for its current earnings
We invest for its bright future yet ahead on two counts

1st is this example
Long long time ago i visited Bukit Bintang Girls school in the 60s
At that time one whole year school fee was only Rm4 a year
One decade or more ago we visited Bukit Bintang Pavilion and parking at front foyer was Rm12 an hour

So from Rm4 per year to Rm12 per hour.

Same goes for Tsh's 94700 acres lands in ikn nusantara

In year 1983 in Spore holland Village one two storey shop rented out for S$1.5k per month and one Sing dollar in the 1980s was about One Sing dollar to Rm1.30

Today rent is $40,000 and one Sing dollar is Rm3.50 so that is about over Rm100,000 rent a month in ringgit

I expect Ikn lands of Tsh to 🚀 up

Plus this

Tsh will soon see its debts cleared and start pay higher dividend like Inno plant which it is 2nd top holder

As inno started paying dividend its shares jumped from 50 sen to Rm1.50

So investing has got to "seeing" into the future

The book says, " The wise men eyes are in his head"

And in his head got memories and past successful experience which can apply to future
And success begets success

Tsh was a bombed out stock by Naysayers and IB Banks doing RSS to suppress due to their call warrants

So bombed out like Germany And Japan at the end of 2nd World war

from ashes both rose up to be industrial power house

German cars like Mercedes, Bmw and Audi took the west by storm and in the East Japanese Honda, Toyota, Mitsubishi, Nissan conquered all

So will be Tsh as it will rise up till 🏆🏆🏆

Richi

My holding for Tsh Resources not so short term as call warrants all got less than 1 year expiry dates

For a stock to truly outperform we must hold longer term like 🏆