Plus our Singapore Palm oil Bumitama is up today

Unaffected by the sell down in Malaysia

https://sgx.i3investor.com/servlets/stk/p8z.jsp

So next week just collectct while cheap

https://sgx.i3investor.com/servlets/stk/p8z.jsp

More results out show we are CORRECT

Both Simeplant & IOI Corp reported less profits due to high Cpo prices because they have to purchase Feedstock at higher cost

So downstream not doing well

AND INNOPRISE PLANT REPORTED GOOD RESULTS PLUS A GENEROUS 4TH INTERIM DIVIDEND!
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423807

ALSO FAST EAST ALSO REPORTED GOOD RESULTS!

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423886

More results out show we are CORRECT

Both Simeplant & IOI Corp reported less profits due to high Cpo prices because they have to purchase Feedstock at higher cost

So downstream not doing well

AND INNOPRISE PLANT REPORTED GOOD RESULTS PLUS A GENEROUS 4TH INTERIM DIVIDEND!
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423807

ALSO FAST EAST ALSO REPORTED GOOD RESULTS!

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423886

More results out show we are CORRECT

Both Simeplant & IOI Corp reported less profits due to high Cpo prices because they have to purchase Feedstock at higher cost

So downstream not doing well

AND INNOPRISE PLANT REPORTED GOOD RESULTS PLUS A GENEROUS 4TH INTERIM DIVIDEND!
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423807

ALSO FAST EAST ALSO REPORTED GOOD RESULTS!

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423886

FANTASTIC

GOOD PROFIT!

AND A NICE FOURTH INTERIM DIVIDEND OF 3 SEN!

More results out show we are CORRECT

Both Simeplant & IOI Corp reported less profits due to high Cpo prices because they have to purchase Feedstock at higher cost

So downstream not doing well

AND INNOPRISE PLANT REPORTED GOOD RESULTS PLUS A GENEROUS 4TH INTERIM DIVIDEND!
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423807

ALSO FAST EAST ALSO REPORTED GOOD RESULTS!

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423886

More results out show we are CORRECT

Both Simeplant & IOI Corp reported less profits due to high Cpo prices because they have to purchase Feedstock at higher cost

So downstream not doing well

AND INNOPRISE PLANT REPORTED GOOD RESULTS PLUS A GENEROUS 4TH INTERIM DIVIDEND!
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423807

ALSO FAST EAST ALSO REPORTED GOOD RESULTS!

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423886

THAT IS WHY GO FOR UPSTREAM PALM OIL LIKE JTIASA, THPLANT, HS PLANT & OTHERS

Posted by Starship2 > 27 minutes ago | Report Abuse

Thanks Calvin for the very interesting/informative overview of the palm oil industry. I roughly guessed that that many plantation companies will be reporting lower profits in 4th Q...due to lower cpo prices in 4th Q & possibly due to the minimum wage issue.. But their profits are not all that bad if we look at them on a eps/pe, nta basis relative to other industries.., many of which are showing losses.. I think cpo prices so far for 1st Q seemed to have improved a bit..with another month to go..

You are welcome

JTIASA is Now at its Best Earnings Stage and start giving out dividends just like INNO

INNO giving its 4th Dividend of 3 sen today and INNO was 50 sen and now near Rm1.50

IF INNO with not even one acre land owned by them can go up from 50 sen to Rm1.50 Jtiasa which owns all their 206,000 Acres should do very well

Yaya Mickey mouse

Both TSH & JTIASA ARE ABOVE RM1.00 while Mhc is below Rm1.00 a penny stock

SSLEE is Palm OIl Engineer with MUSIM MAS INDON

Got real experiece

3iii investbodoh talk nonsense

JTIASA Now got 171,000 Acres Fully Matured Palm oil

BEST EVER!

For Dividend INNO is best

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3402557

27-Nov-2023 14-Dec-2023 DIVIDEND Third Interim Dividend RM 0.0275
21-Aug-2023 11-Sep-2023 DIVIDEND Second Interim Dividend RM 0.0225
25-May-2023 15-Jun-2023 DIVIDEND First Interim Dividend RM 0.0200
21-Feb-2023 09-Mar-2023 DIVIDEND Fourth Interim Dividend RM 0.0250
22-Nov-2022 12-Dec-2022 DIVIDEND Third Interim Dividend RM 0.0300
24-Aug-2022 14-Sep-2022 DIVIDEND Second Interim Dividend RM 0.0700
23-May-2022 09-Jun-2022 DIVIDEND First Interim Dividend RM 0.0600
25-Feb-2022 17-Mar-2022 DIVIDEND Fourth Interim Dividend RM 0.0600
25-Nov-2021 14-Dec-2021 DIVIDEND Third Interim Dividend RM 0.0600
26-Aug-2021 14-Sep-2021 DIVIDEND Second Interim Dividend RM 0.0400

THE MARKET FLUCTUATE BETWEEN GREED AND FEAR; BETWEEN HOPE AND DESPAIR

THIS WAS WHAT HAPPENED TO BPLANT FROM 57 SEN TO RM1.55

IT DID NOT GO UP IN A STRAIGHT LINE BUT AS IT GOT VALUE EVENTUAL PRICE REACHED RM1.55

SEE

https://klse.i3investor.com/web/stock/overview/5254

SO WILL BE THPLANT

AND IF YOU CAN HOLD NOW IS BARGAIN TIME TO GET ON WEAKNESS

Csc Steel only a dividend play

Now price up is priced in already

After Ex Dividend price will come down

And dividend also got tax

Better take profit and buy Palm oil shares in CYCLICAL UPTREND NOW

Can double or triple your monies

JAYA TIASA IS GOING FROM STAGE 5 TO STAGE 6

BEST TIME TO BUY AT STAGE 5

AND THE BEST OF BEST TIME IS NOW ON WEAKNESS

RESULTS OUT SOON

IF GOT GOOD DIVIDENDS PRICE WILL BLAST UP

BETTER NOT MISS

THE 7 PHASES OF A SUCCESSFUL PALM OIL COMPANY, Calvin Tan

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

Anti Debt should Know This

INNO is CASH RICH Debt Free

Pay good dividends

TSH almost debt free

High debt companies are


YTL Power - Rm28 BILLIONS DEBT

YINSON - RM10 BILLIONS DEBT

Better go other place to do your debt attacks

JAYA TIASA IS GOING FROM STAGE 5 TO STAGE 6

BEST TIME TO BUY AT STAGE 5

AND THE BEST OF BEST TIME IS NOW ON WEAKNESS

RESULTS OUT SOON

IF GOT GOOD DIVIDENDS PRICE WILL BLAST UP

BETTER NOT MISS

THE 7 PHASES OF A SUCCESSFUL PALM OIL COMPANY, Calvin Tan

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

Why insiders not buying more?

Chairman Kelvin bought 340 mil Tsh shares with margin loans from banks
Already Fully Invested

Anti debt does not even know how to read Tsh balance sheet?

You got pass your Spm or not?

Tsh net debt only Rm18 millions (Was Rm1.46 billions 5 years ago)

Fcpo real time price
Rm3814

Tsh cost of Cpo production Rm2000 to Rm2200

Gross profit as high as 90%

After all debt settled Tsh can be on autopilot like Inno for dividend streams

July 2023 to July 4th 2024

We are more than halfway there

Go see latest report

Stated there
Final payment of land sold payment extended from April 2023 to 4th July 2024
The facts and figures are all there

Rm273 millions still to come

Exactly
Jtiasa now on autopilot money printing time
Expect higher dividend like inno and utd plant

Stay very safe as Jtiasa today is not the same like before

Before high debt
Now soon debt free

Before trees were young
Now fully mature and productive

Before no dividend
Now dividend outflowing

And Nta also increased
Plus its lands along pan borneo highway going up in value

And overall it is still below Rm2.60 when Uncle Kyy first recommended

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