Post removed.Why?

Post removed.Why?

https://www.usdebtclock.org/

Post removed.Why?

https://www.usdebtclock.org/

Note:

Avoid those that borrowed to give dividends and support prices

GO FOR GENUINE COMPANIES WITH REAL EARNING PROSPECTS & NET CASH GIVING OUT GOOD DIVIDENDS BEST!

GO FOR RECESSION PROOF COMPANIES

BEST WITH NO DEBT OR GEARING

BETTER STILL THOSE IN NET CASH POSITION

AND THOSE THAT CAN GIVE GOOD DIVIDENDS IN TIMES LIKE THESE ARE PAR EXCELLENCE!!

Pang72

Never mind

I also recommended Kwantas at above Rm1.20 and it crashed by more than half to only 55 sen

Then Kwantas was offered to be taken private at Rm1.65

That is also a fact

See

https://klse.i3investor.com/web/stock/overview/6572

Bplant performed even better

it was recommended at 57 sen
after collecting over 20 sen dividend the holding cost now only about 34 sen

and at 67.5 sen closing price today bplant is up almost 100%

if sell now can almost make double

but no need to sell bplant as it is among palm oil dividend champion

however, Tsh offers better value now than bplant

Just follow what you know best after due diligence and much study

Tsh was Rm1.09 when first promoted in year 2020..

now it is Rm1.01

adding 11 sen dividend it is Rm1.12

Outside now full of dangers

Pang72 greenpacket crashed by 90% from Rm1.60 to less than 6 sen and Pang72 got his hand burned

Speakup took warning and escaped from Mmag at Rm1.60

Mmag crashed by more than 96% to only 2.5 sen and Speakup hopefully escaped

Then Revenue, Dnex and Cfm (computer form) suddenly crashed without warning

so stay very safe in Jtiasa and palm oil

Many palm oil co like hs plant, Sop, Taann and Tsh have turned into net cash co

as such there will no longer need

1. to service bank loans
2. also save on high bank interest payment

3. those with net cash will even benefit from high dividend on their cash pile

and Jtiasa will soon join them

a co with lots of FCF (free cash flow ) will now turn sanguine and generous

so Jtiasa paid 2.8 sen previous qtr and 1.5 sen this qtr as duvidends

Now Cpo still above Rm3500 and Jtiasa cost of cpo production gone up to Rm2000

but the gross profit is now higher at Rm1500

so look at the overall earnings at the bottom line

Some thoughts about Jtiasa

1. Jtiasa was able to pare down Rm150 millions debt per year for last 5 years even when Cpo was Rm2200

at that time when Cpo was Rm2200 the cost of cpo production only Rm1400

so there was a Rm800 gross profit margin

and Jtiasa used those cash to quietly paid off bank loans

In times like these when many companies can suddenly crash like Revenue, Dnex and latest Cfm (computer form) it will be reassuring that Tsh is a debt free cash positive entity

A company with no debt cannot go bankrupt

plus Tsh like all other good palm oil companies are now loaded with FCF (free cash flow ) and will now be able to give out good and excellent dividends

And these are the latest facts about Tsh

1. on Jan 18 2023 Tsh reported final reception of Rm302 millions (about 21.9 sen a share) from Bulugan land sold

out of this sum 65% is pure profits or about 14.23 sen

if we take same earning of Feb 2023 at 3.28 sen as May 2023 similar earnings then the profit to be reported will be 17 sen more or less

And already proposed for voting is 2.5 sen dividend backdated to Year 2022 period

now in year 2023 Tsh is already debt free and dividend should accelerate like Inno blue print

and Mr Market is a crazy temperamental trader

Tsh and Ijmplant were once traded above Rm4.00 per share each

While Ijmplant did not do any bonus issue Tsh gave out one free bonus for two

that means if Ijmplant was with Rm4.00 Tsh should be worth Rm2.60 after ex bonus one for two

Now Klk offered Rm3.10 to take Ijmplant when it was rm2.20 Tsh should be valued at Rm2.00 in comparison to the value of Ijmplant

however the market has mispriced Tsh at half it's intrinsic value and hence Chairman Tan Aik Pen has mopped up and now own more than 330 million Tsh shares

The next plantation giant

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

after Jcorp took Kulim private it hived off two palm oil estates in Pengerang and turned them into Townships

Now they are trying to relist Kulim again

see how they will push this Kulim IPO to the masses like so many frothy exciting Ipos which people chased up the sky on 1st day of listing

Now Kulim has only 60,000 hectares of palm oil which is above 148,000 acres

Tsh, Thplant, Jtiasa, Bplant and others have more than 200,000 acres of palm oil and far more than Kulim

Tsh has 300,000 acres forest concessions

Jtiasa did very well even in year 2019 when Cpo was Rm2200

It managed to pare down lots of debts

Now Cpo at above Rm3500 to Rm4500 all remaining debts will evaporate & then Jtiasa will be debt free and cash rich

https://tradingeconomics.com/commodity/palm-oil

Click on chart all button to see Full History of CPO

https://tradingeconomics.com/commodity/palm-oil


Jtiasa did very well even in year 2019 when Cpo was Rm2200

It managed to pare down lots of debts

Now Cpo at above Rm3500 to Rm4500 all remaining debts will evaporate & then Jtiasa will be debt free and cash rich

https://tradingeconomics.com/commodity/palm-oil

Click on chart all button to see Fulll History of CPO

Post removed.Why?

Shootup

Netx was part of the Nfcp theme with Opcom and Redtone

both Opcom and Redtone did ok except for Netx as it has gone into real estate investment partly
So kiv

Why? I see you wanted Calvin to sell Next? it's been 4 years since and there were Ogse bull run in 2019, Glove bull run in year 2020 and now we are in Palm oil as Cpo has gone up from Rm2200 a ton to over Rm3800 now

Now there is clarity in Tsh as it has received a huge Rm302 millions cash from final land sold

This will report a nice profit of 17 sen + or - by May 2023 results

So keep the focus here for now

Jtiasa trees are now at the best fruitful years

Wilmar Singapore only 18% old trees are great one

Reposted from www.inspiretopray.com

https://www.youtube.com/watch?v=cYV4-K6mj1g

Is it?

then palm oil applies to all 4

1. As Food
Palm oil is processed into cooking oil to cook food. Also made into ice-cream, Teh tarik creamer, used in manufacture of Milo, maggee Mee, hupseng biscuit, Gardenia bread and others

2. Oil proxy or biofuel

3. guns and war application

palm oil is made into napalm (na-palm was used in Vietnam war)

4. Gold
Palm oil is also called the golden crop as vege oil has a golden glow

Good morning

speakup and pang72 have come to this great Jtiasa (Giant treasure)

welcome welcome !

Do stay here longer to see Jtiasa rebound back up to its glory days

And pang72, please stop provoking Sifu OTB

Let everyone invest in peace and live in harmony

correction

2.5 sen proposed dividend is for period ending 31 Dec 2022

only appetizer

expect more to come

2.5 sen dividend is for period till 31 Dec 2023

to be approved by vote during Tsh upcoming Agm in May 2023

and can certainly expect more

Rm302 millions cash from final payment of Bulugan land sold or about 21.9 sen cash to be reported by May 2023 as well

Hopefully more dividend will come for year 2023 as Tsh is debt free and no more need to service high bank loans

Cash can be distributed just like Inno

Every co or entity depends on real income to prosper or survive

Where did Ltat gets its income from?

From investments of course

Even the kings of old are served from the field

So where will Ltat real income now derive from

No more easy Contract as Pm Anwar in charge. Bhic won't be good

Pharma is in deficit due to expired vaccine and now need help

As for Affin bank it has given out 30 sen dividend

The logical deduction is the cash to be released from bplant valuable assets

Go see boustead balance sheet

It has Rm6.7 BILLIONS BORROWINGS

Only Rm700 mil cash

So Debt less cash Boustead has a high debt of RM6 BILLIONS ON ITS BALANCE SHEET

NOW PHARMA IS IN NEED OF CAPITAL AS WELL

Correction

Bplant 240000 acres land equal to about 500 Bandar Malaysia lands

Some thoughts on Boustead

Since Ltat needed more than Rm600 millions cash to take over Boustead it will get cash

From its own saved up capital

Or from more bank borrowings

Or from selling some assets to
get back cash

Where will cash come from?

Already highly geared Boustead will find it harder to borrow unless pay a higher interest

Or sell assets of subsidiaries?

And look at these

Pharmania
Not enough money
Will need to raise capital by pp or Rights issue

Bhic
No earnings and full of problems still not resolved

Affin Bank
This ok but Banks are under control by Bank Negara
Only just done was the 30 sen dividend payout

Bplant
This one has lands bought more than 100 years ago since year 1848 when Long Jaffar founded tin in Larut

Bplant started with rubber and now into palm oil

Latest Ar shows its own over 240,000 acres of plantation lands

In Peninsular many are freehold and located near growing towns and cities

So how big is 240,000 acres?

About 500,000 old sq besi airport or Bandar Malaysia

Or more than the entire landmass of Spore at 180,000 acres

Bplant already unlocked over 22 sen dividend last two years

So we can expect more

Simeplant among world's biggest plantation land owners is very undervalue

If Klk could offer Rm3.10 to take ijmplant private Felda should at least offer a better honest and decent takeover price for Fgv

With 63 sen cash in hand now Hs plant at Rm1.82 after less 63 sen cash is now selling at below Rm1.20

this debt free cash rich co is a tsunami shelter from crisis

Insiders /directors holding lots of Sop above Rm2.30

there is long term great value in Sop

Pang72

I see you talking nonsense here

Calvin certainly buy Taann

even Taann CEO is nibbling today

We will not join syndicates as we know for sure already

90% of retail players will eventually lose money

as contrarian and value investors we will go where stocks are selling at value and unloved and overlooked by the market

Best time to buy is when others are selling in fear

Certainly we already know Jtiasa even with Cpo at current level above Rm3900 still doing very well

even in year 2019 when Cpo was Rm2200 Jtiasa is able to pare down lots of borrowings and now balance sheet is extremely healthy

This fella talking nonsense

in year 2020 Tsh was Rm1.09

a price you can certainly get cheaper now as Tsh is on offer at only Rm1.03

Palm oil esp Tsh still in early days a turnaround earnings trend

For Tsh we can see its huge debt cleared by assets disposal and real earnings

From now Tsh is a debt free and cash rich entity plus owning real cash generating businesses like

Selling Ffb
Palm oil milling
Palm oil refinery

So from cash earned it is possible to follow Inno example in giving out good consistent dividends

And more. Tsh 94700 acres of lands in Nusantara are now in land boom appreciation time

Boustead after Ltat took it private with Rm700 millions cash will need to recoup it by selling assets of Bplant

We will see the unlocking of value as Bplant sits on lands still at old book value


these were bought at rock bottom prices more than 100 years ago since 1848 when Long Jaffar founded tin in Larut

Exciting value unlocking from Bplant will come more and more

as for Jtiasa it has

206,000 acres palm oil

About 175,000 acres planted and maturing (rest are roads, mills and other building and structures

it has 1.9 Millions acres of forest concession lands or 11 times the size of Spore

so vast that Jtiasa need a helicopter to keep tracks of it's lands

As to the land titles

lands on pulau Bruit mostly tenanted

however Jtiasa has sizeable leasehold lands of value

and quite a good amount of lands converted to industrial titles

overall these lands also along pan Borneo highway and will go up in value

but Jtiasa has strong current earnings which now are at its best years

it is now a fast growing palm oil co after the early years of loan burden are now over soon

I see Pang72 has come to the great safety of palm oil esp Jtiasa

Hold tight Pang72 as this time of weakness is only temporary

There will be ups and downs but the long term trend now will go up much higher

Prudentinvestor

After selling off all glove stocks by End 2020 Calvin put all proceeds into Palm oil shares

These 2 years plus have seen ups and downs for palm oil share prices. But earnings have been great and dividends have been generous

It was a prudent move to have left gloves before they crashed into oblivion

Just wait till May 2023 and Tsh will report these figures in the balance sheet

1. Rm302 Millions Cash received by Jan 18 2023 to be reported as

(about 21.9 sen cash per share)

profit estimate is 14 sen

and if things remain status quo in uniform earnings of 3.28 sen then the profit will be 17 sen more or less

Tsh will also be debt free and cash positive

savings on bank interest plus earn bank interest from surplus cash

Meanwhile over in Nusantara Tsh 94700 acres will see continual land price rising with ongoing rise of Nusantara the New Admin Capital of Indonesia

Stay invested longer term best

if can keep Tsh one year, 3 years, 5 years or 10 till 30 years then Tsh will see a golden windfall in Nusantara land boom just like the Land Boom in Putrajaya today

As Putrajaya was so will be Nusantara

Swift
Sweeping
Very little time to escape

Not is not the time to go into reckless punting

stay very safe

3 Those that act fast to move away from over investment or cutback in excesses and those that go into a very defensive stance might also survive

the rest will be wiped out and become history

2. Recession proof companies with real liquid income will do ok