And now the twin rise of Cpo to 110,000 tonnes with Cpo over rm3800 will boost cash inflow

Yes great indeed

Fcpo now Rm3,878

Even when Cpo was Rm2200 jtiasa managed to pared down over Rm1 billion borrowings

🌴🌴🌴 🙏❤️♥️

10. Margin of Safety

In year 1997/8
49 banks and others went kaput

Taken over at fire sale prices and now shrunk to less than 9 tier one banks

But all palm oil co survived

And prospered

So palm oil will withstand any future crisis

Very very very safe investment

9. End of life golden windfall

Since palm oil assets are lands
Lands are for ever and ever

Even though two Atomic bombs dropped on Hiroshima and Nagasaki in 1945

Today both rose from ashes and are now thriving cities

End of life Palm oil lands turn into

Johor Premium outlets
Solar farms
Data center
New townships
Airports
Sea ports
Housing
Shopping malls
Hotels
Theme parks
Green tech parks
Automotive factories
Many others

For airlines
Rusty steel

For oil and gas

All rusted in the sea and must pay high price for dismantling and decommissioning

So palm oil assets are SUPERIOR ASSETS

8. Palm oil - THE LIVING OIL

PALM OIL CONVERTED TO
BIO-FUEL

BIO IS "LIFE"

BIOLOGY = Study of Life or living things

Fossil fuel is from fossil and all dead

So FFB must be harvested every two weeks and cannot be stored long

All above ground

They give constant current cash flow

Now flowing out as good dividends

Fossil fuel all underground

So palm oil is living oil
Healthy for life

Fossil fuel full of toxic pollution will one day be phased out

7. Climate change

Very high temperature

Will impact shrubs seedoil like soybean, rapeseed, canola or sunflower oil or corn

As these are fragile shrubs from 4 feet to 6 feet tall
At harvest time these are totally destroyed and MUST BE REPLANTED EVERY YEAR

AND CAN EASILY PERISH IN FLOODS OR DROUGHT

PALM OIL
AS TALL AS 60 FEET
NO NEED YEARLY REPLANTING AND CAN LAST 25 TO 35 YEARS

CAN WITHSTAND FLOOD AND SINCE THRIVES IN EQUATORIAL CLIMATE LITTLE FEAR OF DROUGHT

ONE ACRES OF PALM OIL TO PRODUCE.
BUT TAKE 7 ACRES OF SOYBEAN TO PRODUCE EQUAL AMOUNT OF PALM OIL

SO PALM OIL IS THE MOST EFFICIENT OF ALL

6. Ecrl rail and pan borneo highway

Will take up lots of agriculture lands and remaining lands all along its routes will all be converted more and more to housing and industries

So the more a country develops the more farm lands disappear

Today there is neither rubber plantation nor palm oil estates in Singapore

5. Lands converted and repurposed


Palm oil to industries

Tsh sold bulugan lands for conversion to greentech park

Bplant sold kulai young land for data center and solar farm

Jcorp took kulim to do Townships in pengerang

In no time you will see less and less palm oil as they turn into other uses

Just like you don't see many rubber trees as they are converted to palm oil or housing

4. While palm oil expansion halted

World population continues to increase by 80 million babies (1% of world 8 billion people)

Demand up and no extra supply

Price must rise

3. Rspo policy

No more conversion of forest to palm oil allowed or face heavy fines
Now very very strict
Cannot plant on peat soil, or near reservoir or anywhere got elephants or orang utan
As a result no expansion of green field

Only way to expand is to buy from existing palm oil owners

That is why Klk paid premium prices for ijmplant

2. Palm oil is also converted to biofuel

Indonesia use B35 and will one day use B100

By then 77% of Cpo will be biofuel
23% as cooking oil for its own 300 million citizens

Then palm oil export banned just like they banned nickel export

Post removed.Why?

And these are the Top best palm oil shares to buy

Bplant (220,000 acres)
Thplant (240,000 acres)
Jtiasa (206,000 acres)

Other big palm oil land owners are Tsh Resources, Taann, Fgv, Sop, Ioi Corp, Simedarby Plant (world largest) and Hs plant (only this one got just above 90,000 acres but Cash rich)

Buy Bplant mother share better since Bplant gives lots of dividends. Both warrants and call warrants do not benefit from high dividend stocks

Bplant is a clear case of its PAST WEALTH IN PALM OIL ESTATES NOW TURNED INTO "GOLD MINE" LANDS AS DEVELOPMENT HAS REACHED ITS LANDS

EXAMPLE IS BPLANT' TASEK GELUGOR LANDS IN SEBERANG PRAI NORTH (OVER 1,600 ACRES) NOW WORTH ALMOST RM1 BILLION OR MORE

AND MANY OTHER SIMILAR PIECES LIKE IT MAKES BPLANT LANDS SO ATTRACTIVE TO MANY DEVELOPERS OF DATA CENTER, TOWNSHIPS, SOLAR FARMS, INDUSTRIES AND OTHERS

Ok to sum it up

1. End 2019 Tsh total debt was Rm1.35 BILLIONS
Today debt only Rm95 mil

2. When balance sum of Rm273 mil comes in from Land sold second portion Tsh will be debt free

3. Rm1.35 billion debt at 5% int means Rm67.5 millions yearly bank int

Now no more
Huge savings

4. High savings translated to 13.5 total dividend paid and more to come

5. Better than bplant in fundamental core profit from operation now as Tsh has only Rm95 mil borrowings (bplant Rm820 mil borrowings)

Tsh ffb improving

6. TSH DIRECTORS HAVE INCREASED SHAREHOLDING BY EXTRA 4% FROM 42.37% TO 46.37 OR MORE THAN 55 MILLION TSH SHARES

7. While Amsec (aminvestment bank) sold off its 7.28 million Tsh shares and no longer in Top 30

We are happy to welcome Eastspring Investment Fund who appeared in Top 19 with 15 million Tsh shares

8. Now Tsh's at Rm1.02 with Nta Rm1.44 it is selling at more than 30% discount to Nta which gives us margin of safety according to Ben Graham

9. With Cpo over Rm3800 and Tsh low cost of cpo production at Rm2,000 a ton there is huge profit margin

10. All in all from 3 yardsticks of

Discount to Nta or low price to book value

Low reasonable p/e

Fairly good and improving dividend

Again please buy or sell after doing your own due diligence

All these figures could be extracted one by one from Tsh's filing in Bursa Official webpage

Any one can easily access all these facts and figures by doing own due diligence

Cash from Bulugan land sold Rm731.09 mil and profit Rm465 mil

Cost of land was Rm266.09 millions

Of this Rm465 mil profit

Still pending to be received is Rm273 millions

Cash from Sabah land sold Rm248 mil and profit Rm104 mil

Land cost was Rm144 mil

Correction

Total cash inflow not including land cost Rm1.441 billion since end 2019

Tsh sold Sabah lands for Rm248 mil and made a profit of Rm104 mil

Tsh also sold Bulugan land for Rm731.09 mil and made a higher profit of Rm465 millions

Total profit from land sold rm569 mil

Plus

Note:

Refer Bursa official website
Aminvestbank in Tsh 2022/,2023 Annual report is no longer in Top 30 of Tsh

Plus we see

Tsh sold Sabah lands for Rm248 millions and made a profit of Rm

So Bplant made 47 sen per share and price up from 57 sen to Rm1.24

While Tsh made Rm1.03 and share still at Rm1.02

Why the discrepancy?

Answer:

Ib banks have issued many call warant to bet again Tsh by giving neutral call and then do Rss on Tsh to suppress prices

Example is Amsec of Aminvestment bank
A check with Tsh Annual Report(refer bursa official website)

Tsh top 30 holders for year 2021

No. 30. Amsec (ambank) 7,280,600
Aminvestment bank owns over 7.2 million Tsh shares

Reason for holding is (hedging)
And that is betting against Tsh due to its many call warrants

2. Naysayers like SEE_Research been spamming to discourage weak holders to let go cheap

3. Other ignorant naysayers spamming to even more ignorant and financially illiterates who give ear to nonsensical falsehood

Never mind

The really discerning ones will know the value and buy even more

In end 2019 (refer bursa) Tsh loans was Rm1.46 billions and less cash Rm109 mil

So debt was Rm1.350 millions

Now latest qtr results show Tsh loan is only Rm95 mil

So loans have been pared down by a whopping Rm1.255 Billions

At the same time Tsh gave out 13.5 sen dividend which equals to Rm186 millions

So Tsh has a combined cash inflow of A whopping Rm1.441 Billions

With 1.388 bil paid up shares

Tsh generated cash from land sold and high cpo profits of Rm1.03

These 3 short years Tsh has made Rm1.03 which is more than its current share price today

Now we have seen Bplant rose to new high for this year at Rm1.24

Matter of time Tsh will also follow

And Tsh is more solid than Bplant if you know the balance

We bought Bplant at 57 sen and now Rm1.24 while we bought Tsh at Rm1.09 and now Rm1.02

Since then Bplant had given out 24 sen dividend or Rm544 millions

Look at Bplant balance sheet

It has Rm830 million borrowing and about Rm99 mil cash
So bplant still got over Rm800 mil loan

Now Bplant in end 2019 had a loan of Rm1.3 billions

So bplant pared down its debt by Rm500 mil and gave out Rm544 mil as dividend

Combined Bplant by asset sale and cash from operation improved by Rm1.044 Billions

With 2.2 billion paid up shares Bplant generated total cash of 47 sen per share

24 sen went to pay dividends
23 sen to pare down debt

And share price of bplant up from 57 sen to Rm1.24 (up 122%,)

All by privatisation news

Next look at Tsh

Behind every share is a business

A business offers these:

1. Goods
2. Or services
3. Or both

Hahaha !!!

It started first with value investor when Bplant was only 57 sen

Now lots of happy traders joining in

Last time only less than 5% like Bplant

Now no more

Now many are hotly pursuing Bplant

Like this

Step number one

LTAT took All Boustead shares private at 85.5 sen

Step two
All whose Boustead shares taken over by LTAT and flushed with cash have come to buy up Bplant and that is Bplant moved up

Step three
And when Bplant eventually sees it's Value unlock by Asset disposal or privatisation like Boustead the cash paid out will also move out and on to other undervalue palm oil shares

So success begets success !

Bplant

B = break through Rm1.20 and now Rm1.21

4 Directions of Growth converge at Talam's Serendah landbanks

1. From the East

Ecrl coming from Tumpat, Kelantan and pass through Serendah to Port Klang

2. From north is Geely's Rm10 billions investment in Proton City

3. From West is New West Coastal Highway

4. From South is Greater Kl moving up north

Fantastic

latest Ffb is 110,000 Metric Tonnes !

Best ever!

This 3iii tells lie is true.
If Calvin got say sell 8 houses to buy Netx then cut and paste here

What Calvin said is, "Dinosaur 3iii kept Dlady dumb dumb holding from Rm72 to Rm21.50

Ib banks are also parties with vested interest

there are 3 Bplant call warrants currently

Only 28 sen so that entity is losing 13 sen. One is 15 sen so neutral and one only 13 sen so Ib bank still win by 2 sen

Lots more derivatives they issued amounting to many BILLIONS RM IN TOTAL IN BURSA BETTING LIKE A CASINO

See if Bplant can shoot past Rm2.00 just like Ijmplant shot past Rm3.00 last round

However, please be careful and safer to buy Bplant mother as hopefully we will see another dividend this month

palm oil in tooth paste is used by both sexes of 8 billion people daily

So palm oil is better than Gilette shaving blade

The total net net of Bplant gold mine lands worth not less than Rm4.00 to Rm5.00 if disposed piece meal

privatisation people expect to want a big discount

short term result will be at best fair if absent of asset disposal

But those who owned Boustead most probable after receiving lump sum cash have switched to Bplant

Eventually if Bplant is taken private like Boustead cash will again migrate and gravitate to other Value asset based palm oil shares and repeat the success story of privatisation

Only reason to suppress bplant mother share is due to one bplant call warrant maturing on Sept 4, 2023

Bought Tsh at Rm1.09 about same time bought bplant at 57 sen

Now bplant is Rm1.18 or gained 61 sen

Can make double from bplant to buy cheap Tsh

And Tsh might one day double up like Bplant

Success can be repeated if buy low

Of course

Sure dare to buy more to average down

Debt was more than Rm1 billions and now less than Rm100 mil so saving Rm50 mil bank int (5%) yearly or 3.6 sen

At 3.6 sen if given out as dividend already more than 3.5 sen dividend not counting extra current profit

Plus At Rm1.01 with Nav of Rm1.44 Tsh is selling at 30% discount to Nta

Also last Eps was 2.13 sen and annualised is 8.5 sen which is just below 12 p/e

With Rm273 mil cash from land sold plus Rm136 mil investment shares in Innoprice plant the balance sheet now very sound

And strong insiders support plus funds like Public Mutual and Eastspring fund we are in good company.
From all yardsticks Tsh looks very healthy, defensive and even better value now at such good bargains

What say you,

"He wont tell to buy at the lowest point?"

Precisely, since Tsh high was Rm1.89 and now at Rm1.01 price is at a big discount

Conversely, Bplant was 57 sen in 2021 and now Rm1.18 up by over 100% and people should sell high

So logic is sell high priced bplant and switch to low priced Tsh

This dumb dinosaur 3iii stuck with this dumblady at Rm72 in year 2018 till now at Rm21.46 still clinging to a false hope ?

Better wake up

How come so quiet here?

Remember, the Story of Bplant not finished yet

Another one once mighty with malicious intent who kept attacking Netx has his reward when he saw his once mighty Serba Dinamite now bankrupt

Judge not and ye shall not be judged

Very true can also be applied to Dutch Lady I observed since Rm72 dropped to Rm21.50 for 5 long years

Note:

Even when Cpo was Rm1900 to Rm2200 range Jtiasa managed to pare down borrowings from Rm1.5 billions to only mere Rm190 millions now

Cpo at Rm3700 will help to make it debt free cash rich soon

Among the fastest earning palm oil stock is jtiasa

IB scam correct

they issue call warrants on palm oil then post neutral call plus doing Rss to suppress

As for Tsh the accounts now are at its healthiest

Only Rm95 mil small debt

Bulugan part two payment will bring in Rm273 millions

plus Tsh owns 105 millions Inno shares worth Rm136.5 Millions already more than cover all debt if sold

There is no end to nonsense post from ignorant people

But the truth shall stand and prevail eventually

Jjptr

the spammer who told lies that Directors bought but sell through proxies has been found out

AR 2022 of Tsh clearly showed Tsh Family increased their total Tsh shares from 42.37% in year 2021 Annual Report to 46.37% or about 55 millions share more

After 2 fantastic years of high Cpo prices with strong cash inflow the balance sheet of most palm oil companies have become very healthy and that is the reason why they increased dividend payout

some facts about Fcpo

Cpo was only Rm2,200 in year 2019 and palm oil co did ok as cost of cpo then was between Rm1,400 to Rm1,600 (profit was Rm600 to Rm800 and enough to cover bank loans and overheads )

now Cpo at Rm3,700 cost is Rm2,000 for Tsh so gross profit is Rm1,700 which is double

that is why Directors have been buying more Tsh shares

now Cpo at

Lol!

At least you care enough to post your opinion

NOTE: DIRECTOR LIM FOOK HIN IN YEAR 2022 ADDED 500,000 SHARES OF TSH TO 2.1 MILLION TSH SHARES ABOUT RM1.10



DIRECTOR TAN AIK YONG ADDED 16 MILLION TSH SHARES AT AVERAGE PRICE OF RM1.643



DIRECTOR KELVIN TAN AIK PEN HAS INCREASED HIS TSH SHARES SUBSTANTIALLY TO 340 MILLION



ALL THESE ARE BULLISH AND PUT MORE PERSONAL MONIES INTO TSH

see this carefully

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-12-15-story-h1595602911-TOP_10_VALUABLE_INVESTMENT_SECRETS_MY_JOHOR_SIFU_TAUGHT_ME_5_RIDING_ON_