TSH is a turnaround and asset play stock just like Tmakmur, Kulim, Kwantas, Ijmplant & latest Bplant

BIG PROBLEM WITH 3iii IS HE "CANNOT SEE" so missed all of them

Like a crab can only walk sideways (Cannot walk straight) he will FAIL TO SEE OR UNDERSTAND STocks like Pm Corp or Tsh Resources

Better go study

One Up on Wall Street by Peter Lynch

Beating the Street by Peter Lynch

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-12-03-story242906-THE_PROBLEM_OF_3iii_IS_HE_HAS_TUNNEL_VISION_IN_INVESTMENT_HE_CANNOT_SEE_WHAT_OTHERS_SEE

calvintaneng

TSH RESOURCES (9059) Rm731.09 MILLIONS FROM BULUGAN LAND SOLD,: A CLARIFICATION, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-11-story-h-240104544-TSH_RESOURCES_9059_Rm731_09_BILLIONS_FROM_BULUGAN_LAND_SOLD_A_CLARIFICA

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-11-story-h-240104544-TSH_RESOURCES_9059_Rm731_09_BILLIONS_FROM_BULUGAN_LAND_SOLD_A_CLARIFICA

10 minutes ago



calvintaneng


calvintaneng

When the balance sun of Rm273 million comes in TSH will report a profit of 20 sen & then too late to buy TSH cheap

Just like after Bplant reported 19 sen profit from Kulai Young land sold & price jumped

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3260879

Better buy Tsh now while so cheap

Once people see the turnaround figures they will have to pay a premium

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3260879

calvintaneng

When the balance sun of Rm273 million comes in TSH will report a profit of 20 sen & then too late to buy TSH cheap

Just like after Bplant reported 19 sen profit from Kulai Young land sold & price jumped

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3260879

Better buy Tsh now while so cheap

Once people see the turnaround figures they will have to pay a premium

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3260879

When the balance sun of Rm273 million comes in TSH will report a profit of 20 sen & then too late to buy TSH cheap

Just like after Bplant reported 19 sen profit from Kulai Young land sold & price jumped

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3260879

Better buy Tsh now while so cheap

Once people see the turnaround figures they will have to pay a premium

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3260879

TSH RESOURCES (9059) Rm731.09 MILLIONS FROM BULUGAN LAND SOLD,: A CLARIFICATION, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-11-story-h-240104544-TSH_RESOURCES_9059_Rm731_09_BILLIONS_FROM_BULUGAN_LAND_SOLD_A_CLARIFICA

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-11-story-h-240104544-TSH_RESOURCES_9059_Rm731_09_BILLIONS_FROM_BULUGAN_LAND_SOLD_A_CLARIFICA

TSH RESOURCES (9059) Rm731.09 MILLIONS FROM BULUGAN LAND SOLD,: A CLARIFICATION, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-11-story-h-240104544-TSH_RESOURCES_9059_Rm731_09_BILLIONS_FROM_BULUGAN_LAND_SOLD_A_CLARIFICA

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-11-story-h-240104544-TSH_RESOURCES_9059_Rm731_09_BILLIONS_FROM_BULUGAN_LAND_SOLD_A_CLARIFICA

since Shares issued at 25 sen the new benchmark could rise to 25 sen

The change into A&W burger which already survived 100 years should see it at least ok

ok good for you

If Klk finally takes all bplant shares then those other top 30 holders might have to move on to other similar palm oil shares like Thplant, Tsh resources and Jtiasa

Just like when LTAT took all their Boustead shares they moved to Bplant

The ability to pare down more than Rm1 billions borrowings when Cpo was Rm2000 to Rm2400 shows excellent management skill notwithstanding what others might say

and dividends cannot lie

So we act according to real facts and figures

others selling is immaterial if we are long term holders as we expect Jtiasa to cross back up over Rm1.00 one fine day

The ability to pare down more than Rm1 billions borrowings when Cpo was Rm2000 to Rm2400 shows excellent management skill notwithstanding what others might say

and dividends cannot lie

So we act according to real facts and figures

others selling is immaterial if we are long term holders as we expect Jtiasa to cross back up over Rm1.00 one fine day

Happy morning all

Some facts about Jtiasa

1. It has 206,000 acres palm oil and 1.9 millions forest concession lands

2. in year 2014 Uncle Kyy first recommended Jtiasa at the lofty price of Rm2.40
Told him to sell when we saw shale oil emanating from USA and he sold Jtiasa like no tomorrow then Jtiasa crashed to Rm1.20

3. in year 2015/6 we bought Jtiasa about rm1.20 and about same time bought Bplant and Thplant around Rm1.10 each

for Bplant and Thplant both gave excellent dividend but Jtiasa gave none

but Both Bplant and Thplant share prices didn't move much (around Rm1.20) while Jtiasa shot up to Rm1.80

4. When we saw Cpo reaching up again we bought back Jtiasa at 63 sen

5. Jtiasa's good fundamentals

Above to pare down debts from Rm1.4 billions to only Rm93 millions now

6. increasing Nta and resume dividend payout

7. Pan Borneo highway unlocking it's land value as some of its lands are converted into industries

at such low prices plus high Ffb yield (110,000 tonnes) and Cpo above Rm3,000 and low p/e below 5 makes Jtiasa a very attractive defensive palm oil stock to hold longer term

The most successful investor of all time is not Warren Buffet

Actually John Jacob Astor who invested in Manhatten Real estate is the most successful investor in history

and mainly in real estate where New York city is today

Reason number two
As cities grow more and more lands will be converted into

housing
data center
solar panel farm
industries
green tech park
New Capital city

and these command huge windfall

from here we can see two reasons why palm oil estates are being privatised

Reason number one
Big palm oil cos like Ioi Corp and Klk are taking over smaller palm oil entities for expansion

main reason is there is no more conversion of forest land to palm oil and the restrictive rules in place to block further new development of palm oil estates from greenfield

so only way left is to buy Brown field or those palm oil lands currently available

We will see more and more acquisition ahead in future

Bplant
latest one to be taken over by Klk at Rm1.55

Ijmplant
Klk offered Rm3.10 to take all

Kwantas
Major owner offered Rm1.65 to delist it

Kulim
Jcorp took it private at Rm4.10
To build two new Townships in Pengerang

Tmakmur
Pahang Royalty took it private at Rm1.90
it's has prime lands in KotaSas

Last 10 years

Unico Desa
Ioi corp took it private at Rm1.17 after securing 39% shares

Ltat with Boustead already controlled 67% of Bplant

Vote by majority ownership any resolution will be easily passed

Question now is whether Bplant be fully privatised like Ijmplant or remain listed with Klk in charge of future operation

Either way Bplant is on to a new chapter

The trick is to find potential palm oil shares still cheap in the market before Klk decides to add another one

THE MARGIN OF SAFETY

Example: If you build a bridge for a 5 ton lorry to cross; you should build it to withstand up to 10 tons. Because an 8 ton lorry might ignorantly drive through someday. If you only build the bridge to withstand only 5 tons – you don’t have “A Margin for Safety” should an 8 ton lorry drive through – and that bridge might collapse!

At the Core of the Concept for “Margin of Safety” is NTA – Or NET TANGIBLE ASSETS. Yes! NTA – The More The Better.

So Ben advocate buying stocks with at least 30% Discount to NTA. Example you should not pay more than $7.00 for a share with NTA of $10.00. The 30% or more discount is “Your Margin of Safety”.

See full article

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2016-05-03-story-h54275158-WHY_NTA_NET_TANGIBLE_ASSET_IS_YOUR_MARGIN_OF_SAFETY_IN_SHARE_INVESTMENT_C


TSH now at 99 sen with NTA of Rm1.51 has a discount of 52.5% DISCOUNT (HUGE MARGIN OF SAFETY)

See

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3378606

On the other hand Dutch Lady at Rm22.40 with NTA only Rm6.46 is way above and SO NO MARGIN OF SAFETY see https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3379102

Better be safe and sorry as dinosaur theory tells you to buy dutchlady at Rm72.00 peak and hold till it turned into holland grandma now at Rm22.40 and might further drop below Rm20.00 and later into fossilized Egyptian mummy

Post removed.Why?

https://www.jalanow.com/johor-singapore-live-traffic-cam.htm

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3384384

2 positives from this deal

1) PM CORP will now control A&W Burger business in Malaysia

2) Issued shares at 25 sen value

Patient Investor

Can you share the comparison of tree age between the 3 companies, and how replanting is manage? Would it be upon reaching prime the company will generate very low cash flow for at least few years?


1) THPLANT

Due to obstruction by natives on native lands some are not planted. But these are now being slowly planted. However, in Sarawak Pan Borneo highway now passing by Serian and Tatau near Bintulu making these lands more valuable as developments than agriculture

2. Bplant

Bplant got lots of older maturing trees
Now KLK is invited to do replanting and improve production

3) JTIASA

The best of the three as its Trees are now at MOST FRUITFUL HEALTHY GROWTH STAGE

With 110,000 Tonnes per month it is chasing up SOP like a jumping tiger

That is why people are bullishly chasing up JTIASA

However, after BPLANT the next to see Privatisation could be THPLANT

SO STAY DIVERSIFIED IN INVESTMENTS BEST

TSH RESOURCES (9509) TAKE A DEEPER LOOK INTO ITS BALANCE SHEET WILL SEE VERY HEALTHY STATE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-24-story-h-241866924-TSH_RESOURCES_9509_TAKE_A_DEEPER_LOOK_INTO_ITS_BALANCE_SHEET_WILL_SEE_V

Conclusion

The easiest way to catch on to this bull trend is to go long the CPO futures contract on Bursa Malaysia Derivatives. However some may prefer the option of buying good and well managed plantation companies.

Can tell us what are some good well managed plantation companies?
😎😎😎

See this

https://klse.i3investor.com/web/blog/detail/MarketObservations/2023-09-02-story-h-240977011-Crude_Palm_Oil_Bull_Run_Has_Begun

If not enough space on Johor Causeway to build Boardwalk can always do some land reclamation like in Forest City & Danga Bay

Cost will be worth it as 5 million Sporeans & 3 million Johoreans will benefit from using it for

1) Crossing to work by Johoreans to Singapore

2) Crossing to play, shop & relax by Singaporeans

3) Can make the Broadwalk a tourist Destination by itself if done professionally

See how easy to reclaim land from the sea (and cost effective: cheap & fast)

https://www.theguardian.com/cities/2018/may/02/cities-from-the-sea-the-true-cost-of-reclaimed-land-asia-malaysia-penang-dubai

What Johor Causeway can look like if Got Long Travelor

https://www.youtube.com/watch?v=VG8smq2R7_Y

USD debt now Usd32.9 trillions or up by usd300 billion in just two months

Why you cherry pick?

You forgot about Pelikan now up more than 100%

Complete Logistics is up 1,000%

And Bplant up over 200%

Peter Lynch used to say buy a basket of 10 different value stocks

even if 2 or 3 goes bankrupt still ok if one can be a 10 baggars

maximum loss in one stock is 100%

maximum gain? no limit

some can up 200%, 300% or 1,000% and even more

so go study all stocks picked

Of course where there is operator pushing up like Gpacket at Rm1.60 (now below 10 sen) and Mmag also Rm1.60 (now less than 5 sen) hot pump and dump will continue to see manipulation

but once time is up can go double limit down like Jaden

Eventually those who overstayed (90% or more who buy into greater fool theory ) will lose out

With USA raising interest rates consumers are holding back

And the mishandling of Covid 19 prolonged lockdown has caused damage to sentiment in China

Like Herbert Hoover who exacerbated the Great Depression some of China's flip flop policies have impacted property downturn

it will be a down ward correction and many will face very tough times

Better be safe and invest only in defensive industries as China contagion can spread

Last time when Howard Marks started his Oak tree Capital Fund big institutions were selling out

after careful and diligent study Howard Marks took opportunity to buy more value stocks on offer

in later years his Fund outperformed many others and today he is a successful Billionaire Fund Manager

His forte is in buying distressed companies which are turning positive ( but still neglected )which others shunned

We are in a distorted market where Value is ignored and people are encouraged to chase hot air balloon stocks of little value.

Eventually 90% to 99% of all market punters and contra players will lose all their monies

As for Bplant since IB Banks and Media not in favour of palm oil it is also bypassed

last time TA Enterprize also privatised at the unfair value of only 66.5 sen which is dirt cheap

Pelangi Publishing group with Net asset value over Rm1.00 was taken private at the unfair price of only 36.5 sen

it's 3 storey shophouse in Taman Pelangi (Jalan Pinggai) had a book value of only Rm140k (current market value over Rm2 millions )and never revalued before privatisation

All minority share holders have been robbed

Ffb production follows a yearly cycle

Usually 2nd half of year when there is monsoon rain towards year end it will see more abundant harvest and in the early months of another new year there will be less fruit. As such all will rise or fall in tandem but overall yearly production should be still good as palm oil only need 1/7 of land space to grow compared to soybean and corn

A Stock that goes up not on fundamental (but based or rumour) will eventually crash back from where it first started & then lower

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-04-02-story-h-274336329-HOW_SYNDICATES_USE_DECOY_TO_HUNT_UNSUSPECTING_PREY_IN_KLSE_JUST_LIKE_TU

A Stock that goes up not on fundamental (but based or rumour) will eventually crash back from where it first started & then lower

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-04-02-story-h-274336329-HOW_SYNDICATES_USE_DECOY_TO_HUNT_UNSUSPECTING_PREY_IN_KLSE_JUST_LIKE_TU

A Stock that goes up not on fundamental (but based or rumour) will eventually crash back from where it first started & then lower

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-04-02-story-h-274336329-HOW_SYNDICATES_USE_DECOY_TO_HUNT_UNSUSPECTING_PREY_IN_KLSE_JUST_LIKE_TU

JAYA TIASA (4383) at 79 SEN VERSUS EWEIN (7429) at Rm1.31 Compare & Contrast their Value & Price, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-07-story-h-240200515-JAYA_TIASA_4383_VERSUS_EWEIN_7429_Compare_Contrast_their_Value_Price_Ca

Ewein smells, looks like a Pump & Dump

JAYA TIASA (4383) at 79 SEN VERSUS EWEIN (7429) at Rm1.31 Compare & Contrast their Value & Price, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-07-story-h-240200515-JAYA_TIASA_4383_VERSUS_EWEIN_7429_Compare_Contrast_their_Value_Price_Ca

Can see Forest City from Tuas Link Mrt

https://www.youtube.com/watch?v=lDoUaZ2tDJs

Monaco

Well connected by train, sea, roads and others in this very small place but very successful

https://www.youtube.com/watch?v=MWplCf4fuKM

Puteri Harbour Ferry Link to Batam

https://www.youtube.com/watch?v=efREkeWl7zg

Singapore Island to Sentosa Island Broadwalk

Can put benches for resting. Also restaurants & food kiosks & rest rooms along the way

In a way it is a tourist destination on its own. Excellent!

See

https://www.youtube.com/watch?v=4ZXXQt9j36A

View of Forest City from Singapore's Raffles Marina

https://www.youtube.com/watch?v=8Ub91hk5dH4

Hahaha

No naysayers can bang down rock solid bplant anymore as Taiko Klk is strongly accumulating

One fine day all undervalue palmoil shares will also turn into defensive fortresses of value with good dividend streams

Happy investing

hahaha

shhh

let him bang down Tsh for us to get cheap 🤗