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Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9

View at night

https://www.youtube.com/watch?v=P27JpoUUUsw

https://www.youtube.com/watch?v=utDcbTTgk9Y

Official Launch

Phase One by 17 August 2024

5 months away!!!

https://www.youtube.com/watch?v=8x1oir9ApMA

Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9

SEE TRIP TO TITIK NOL IKN NUSANTARA

BONGAN IS ONLY 43.9 KM AWAY FROM TITIK NOL IKN NUSANTARA

https://www.youtube.com/watch?v=3CtByPee12Q

No. Never sell till reach 1st target price of Rm2.00 and then much much higher

All who itchy itchy sell now will live to regret kaw kaw later

Why can't Malaysia ask for up to Rm8,000 a MT??

Last time Saudi Arabian oil only sold for Usd3.00 a barrel
After Opec form oil cartel they now sell Brent crude at Usd80 a barrel
Imagine from Usd3.00 to Usd80.00

So can't Malaysia raise its cpo from Rm3,000 to only Rm8,000 MT which only up by not much compared to Opec raising its oil price

When Indonesia banned Cpo export in year 2022 the cash market for Cpo spiked to Rm7,200 while the Cpo future jumped over Rm9000 MT

After Indonesia resumed Cpo export price dropped back

Then with EU making lots of noise against palm oil killing orang utans Indonesia decide to speed up B30 to B35 and soaked up palm oil as biofuel to save on foreign exchange import of high crude oil price

As a result Fcpo is well supported

Indonesia grit its teeth and will further increase B35 to B100 one day
By then when B100 if fully implemented 77% of all Cpo produced by Indonesia will go into biofuel and remaining 23% for its own domestic use as Cooking oil and other by products

Only Malaysia got less then 20 million Mt for export and can ask for a fair price of Rm6000 to Rm8000 per ton

Real time Fcpo price Rm4,098

Rm4,098 real time Fcpo price

Tsh cost of Cpo production Rm2200 to Rm2000

Very huge gross profit

Better buy

The race ahead between Jtiasa versus Utd plant

1. Utd plant land limited to 155,800 acres

Jtiasa full prime age 14 is 171,000 acres

2. Utd plant has dedicted train track

Jtiasa has helicopter to coordinate overall

2. Utd plant also on MAXIMUM POTENTIAL

Jtiasa now tell ffb harvesters to work overtime

Work hour = 6am to 2pm or 8 hours

By extending overtime work after 2pm to 6pm is extra 4 hours

So 4 hours divide by 8 hours is extra 33%

That is reflected in Jtiasa producing more than 30% extra Ffb YoY

So jtiasa now Rm1.45 while Rm24.18 real time

There will be vast room for jtiasa to move up

If Jtiasa BOD will follow Utd Plant by increasing dividend payout

It started with a good 2.5 sen dividend
With cash positive position plus high cash inflow we can expect more generous dividend to come

So this price level of Rm1.45 will not last for long

Sense Maker

Current price below already reflected those more cautious .

But year 2024 Jtiasa is no longer the same jtiasa like before

It is now debt free cash rich position like Utd Plant and Inno

And both Utd plant and Inno will also see similar reduced harvest

People are still chasing up Utd plant over Rm24.00

Overall we SEE

UTD PLANT = 155,800 ACRES 🌴

JTIASA = 206,000 ACRES
OUT OF WHICH 171,000 ACRES 🌴 PRIME FRUITFUL AGE

Yes Tiffani

Go see Ms Ngu Secretary of Jaya Tiasa in Sibu

Ms Wong secretary of Taann

Eric Coo of Sop

So Jtiasa is in opposite trajectory now

2014 Shale oil danger

Jtiasa fell from Rm2.70 to Rm1.20

Now Saudi support Crude oil plus Fcpo above Rm4000 Mt

Jtiasa should at least rebound back above Rm2.00

In year 2014 Uncle Kyy promoted Jtiasa from Rm2.40 to Rm2.70

When i saw shale oil from Usa emerged to hammer crude oil and will also hammer down biofuel i warned Uncle Kyy to sell all Jtiasa

Uncle Kyy sold all Jtiasa like no tomorrow and Jtiasa crashed from Rm2.70 to Rm1.20 (uncle Kyy also disappeared from i3 forum for 8 months)

Now Shale oil is depleted like morning mist.
Instead Saudi is tightening oil supply to support brent oil above Usd80 which will also support biofuel

So in year 2014 when jtiasa faced danger i gave warning to sell. And i was correct
And now that brent oil is above Usd80 plus Fcpo above Rm4,000 we should be buying Jtiasa on uptrend

No. EngineeringProfit

Kretam only got 58,800 acres small palm oil lands compared to Tsh, Thplant and Jtiasa all 3 got huge 200,000 acres palm oil lands

Better sell Kretam and buy the best

And Tsh is now a laggard therefore offers the best upside

Things are constantly changing and evolving all the time as life is never constant

Take a good look at your garden if you got one

The trees, plants, shrubs, grass, weeds in the garden is not the same after 10 years

So is an oil palm company

Jtiasa trees were 4 years old when Uncle Kyy rose helicopter to survey jtiasa vast lands ( confirmed by Jtiasa current secretary)

In year 2016 jtiasa trees still young at year 6 so not that much Ffb
Latest in Annual Report and Qtr report

Jaya Tiasa average age of its old palm = 14 years

Prime fruitful age

In that light we shall see 11 more very good years till age 25 before Jtiasa needs replanting and expense
As such Jtiasa will see very strong Cash inflow

Reason No One
1. No more need to repay bank loan

Reason No 2
No further expense to do new planting ( fully planted to the maximum)
Or replanting (trees still relatively young)

All these virtuous factors very benign for investing at a very correct timing
And this Fong Siling aka saw with "Cold Eye" and sturdy heart and hand
He loaded up 10 million Jaya Tiasa shares

Others were excluded due to

1. Too pricey like Klk and Batu Kawan

2. Not that many acres above 100,000 acres

So we kept to these 4 although 10 were chosen

1. Bplant. Not for earnings as its trees were 40% old
We chose bplant for its gold 🥇 mine lands

True enough Ltat took it private at Rm1.55

We chose Jtiasa for its strong turnaround factor
Now proven true in its balance sheet of cash rich and strong 25% to 30% earnings

Next two still on the way
Thplant (another asset play)
Tsh ( going debt free very soon like jtiasa)

All these were mispriced 2nd liners sold as bargain penny stocks

EngineeringProfit

3 years ago we studied all 43 palm oil listed companies and chosen these top 10

1. Bplant (220,000 acres)
2. Thplant (240,000 ac)
3. Jaya Tiasa (206,000)
4. Tsh (200,000 acres)
5. simeplant (over 1 mil)
6. Fgv
7. Ioi corp
8. Taann
9. Sop
10. Hs plant
All above got 200,000 acres except Hs plant (only 99,500 acres)

So Kretam, Mhc plant, cepateawasan, and others though also good were x

He ain't humble?

This 3iii call himself iiinvestsmart is so proud

There was one qqq3 who is so similar and changed his ID to "Brightsmart"?

Actually both got very low level emotional intelligence

Now in Jtiasa was once traded above Rm9.00 before split by bonus

In year 2014 Uncle Kyy promoted Jtiasa after bonus at Rm2.40 to Rm2.70

So from the historical price perspective Jtiasa at current level of Rm1.46 is still relatively very inexpensive

Now if Jtiasa is considered expensive then what about Utd plant and Innoprise plant with less palm oil lands than Jtiasa and yet prices are higher?

Know these facts

1. Compared to historic high over Rm9.00 jtiasa now at Rm1.46 still got room to rise higher

2. Last time Jtiasa got high debts over Rm1.4 billions. Now debt free

3. Last time Cpo ranged Rm2600 to Rm2,800
Now Rm3800 to Rm4200 high

Plus Jtiasa has 171,000 acres of 🌴 now at prime fruitful age

171,000 acres = 2 & 1/3 Penang Island

For the next 10 years Jtiasa need not spend anymore money in replanting

So it has turned into a dividend Cash cow

With 💯 per cent gross profit there are very few industries that can match Jtiasa's growth stage

ChloeTai

Which will be the next palm oil stock to be taken private?

Bplant was taken private at Rm1.55 by Ltat

Fgv was given Rm1.30 to be taken private by Felda but failed

Next one most probably Thplant as it is owned by Tabung Haji

Ltat, Felda and Tabung Haji all are Govt Glcs

But taken private means no more future growth opportunity for Investors

Better stay listed

And the best buy now is Tsh Resources

Bought Bplant at 57 sen in 2021 and Ltat took private at Rm1.55
Bought Thplant in year 2021 at 47 sen. Now 75 sen
Bought Tsh at Rm1.09. Now only Rm1,13
That means Tsh is a laggard and lots room more to go higher

ChloeTai

Which will be the next palm oil stock to be taken private?

Bplant was taken private at Rm1.55 by Ltat

Fgv was given Rm1.30 to be taken private by Felda but failed

Next one most probably Thplant as it is owned by Tabung Haji

Ltat, Felda and Tabung Haji all are Govt Glcs

But taken private means no more future growth opportunity for Investors

Better stay listed

And the best buy now is Tsh Resources

Best advise you sell Kgb and other shares to buy this Great Tsh which will see biggest gain ever among palm oil stocks

Tsh will be the Champion of Champions 🏆🥇🏆🥇🏆

final decision is yours

And this is how Jtiasa managed to increase it Ffb production by a huge increase of 30% YoY

The usual time of ffb harvest is from 6am to 2pm daily

Now why waste daylight?

2 pm till 6pm still bright in Sarawak
Why not tell the Ffb harvesters to work overtime another 4 to 5 hours harvesting ripe fruits or they will go to waste

Only thing is the Staff of Jtiasa also willing to stay overtime
Now all will also get overtime pay
So paying a little more wages to reap the golden crop is worth it all

Kudos to the Management Team who is hardworking!

Patient Investor

For now only Utd plant is leading due to its dedicated train tracks in efficiency plus high oil extraction

But jaya tiasa is catching up fast as its lands are more

Jtiasa has 206,000 acres versus Utd plant limited 156,000 acres small

So further expansion for Utd plant is limited to only 156,000 acres while Jtiasa has 206,000 acres and out of it 171,000 acres are now fullly planted and matured

Why 3iii gaypoh here?

Forgot your Dlady recommeneded at Rm76 and now less than Rm25 as it has no moat and many many competitors

So Dlady cannot see recovery for a very long time to come

Jtiasa being a cyclical has now seen a strong rebound of Fcpo over Rm4000

And experts have predicted high palm oil prices can last for 3 to 5 years more as Indonesia using palm oil as biofuel

So Jtiasa will break into new high just like Klk rose from Rm4.10 to Rm23.00 in a 10 year upward trajectory

And unlike Dlady which went up to Rm76 and then crashed back below Rm25 Klk never ever crash back below Rm10 again

Every one can see the resilience of 🌴🌴🌴 over 🐄🐄🐄

Patient Investor

If you compare Tsh to SOP

Jtiasa has about 206,000 acres while SOP got over 300,000 acres

Jtiasa only got about 2/3 of SOP lands but production only 10% to 15% less which is considered superior
So Jtiasa actually quite good

Thplant got 240,000 acres

See

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=224453&name=EA_DS_ATTACHMENTS

Under Property owned by Thplant

1 hectare is 2.471 acres

Fcpo Rm4,110


Like Tsh winning 🏸 Thomas Cup 🏆

Fcpo Rm4,110

Like Inno winning 🏸 Thomas Cup 🏆

Fcpo Rm4,110

Like Malaysia winning Thomas Cup 🏆
🏸

Fcpo Rm4,110 for Thplant is like?

Malaysia winning Thomas Cup 🏆

Fcpo Rm4,110 for jtiasa is like?

Malaysia winning Thomas Cup 🏆

Fcpo Rm4,110 is like?
Malaysia winning Thomas Cup 🏆

Fcpo real time
Rm4,110

The feeling is like Malaysia winning Thomas Cup 🏆

Fcpo real time
Rm4,110

Fcpo real time
Rm4,110

Fcpo real time
Rm4,110

Exactly
Armchair analysts cocooned in thier aircond office never did a day of real work in plantation cannot understand the true nature of palm oil business

If anyone will want to know the truth just call up Secretary, Cfo, Ceo of any palm oil co will do

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

WELL DONE UTD PLANT

WATCH OUT JTIASA IS CATCHING UP

WELL DONE BOD OF TSH WHO STARTED INNO

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

WELL DONE INNO!

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

GO GO JTIASA

GO GO POWER RANGER!!

IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S

TSH going to Phase 6 soon

JTIASA HAS MOVED INTO PHASE 6

THIS IS THE BEST OF TIME FOR JTIASA AND HER SHAREHOLDERS!

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