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/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

HS PLANT

H = HAND
S = SOME

DIVIDEND

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

IOI CORP FULL OF VALUE

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

SIMEPLANT IS WORLD BIGGEST PALM OIL CO

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

TAANN BOUGHT ITS LANDS BY SWEAT AND BLOOD

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

THINK GOT DIVIDEND FROM FGV

JUST WAIT

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

lassy

IF i see POS MALAYSIA sold off it shareholdings or BANKERS going after TALAM then I will sell it off and if NOT i will stay put.This might be another KARABUNAI SHARES in the making

Kbunai buy call was 5.5 sen & after that it dropped
many cry father cry mother

Then Kbunai was taken private at 11 sen (Up 100%)

https://klse.i3investor.com/web/stock/overview/3115


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-03-24-story-h1457217730-ECRL_East_Coast_Rail_Link_The_Time_for_TalamT_to_see_Value_Unlocked_by_

Xeranti revives 20-year abandoned housing project in Serendah

https://www.nst.com.my/business/2023/08/941088/xeranti-revives-20-year-abandoned-housing-project-serendah

Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

palm oil 😎

STAY IN PALM OIL BETTER
Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

Home
Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

What is happening to SEE_Research's Sydney posting under different ID after being banned till 30th August?

The answer is found in 2 Timothy 4:14

"Alexander the coppersmith did me much evil: the Lord reward him according to his works."

Paul preached in Ephesus and many turned away from the worship of Diana the greek goddess which Alexander the coppersmith made his money fashioning idols for sale. So with his rice bowl broken he hated and spoke bad things about Paul.

Same for SEE_Research

SEE_Resesrch did "swing trading" in Eagle Group on 🌴 palm oil by telling all to chase Kgb Wb, Shchan and above all Tsh after posting Tsh as

Tarzen
Samson
Hercules

Will go to Rm2.00
But half way he sold all around Rm1.50 and turned coat to tell all Tsh is bad. He also sold all Kgb wb and Shchan slyly after telling all to buy in. This making money out of sincere friends was unacceptable so many Eagle group members complained including Daniel Cfo of ifca in the group calling for his removal.

After he is banned by consensus agreement he has been spamming hate non stop till banned by i3 admin

Steven said his rice bowl broken that is why he is so mad.

Now please understand the truth

Happy morning to all holders of Tsh as well as Bplant and others undervalue palm oil shares

Please do not misquote Calvin. No, Tsh is not selling Inno as Inno was given by Sabah Govt to Tsh for its excellent management since year 2007.

And Inno has a policy of giving out 80% of its profits as dividends, Taann and Hs plant both give 60%. Inno is the best managed Glc of Sabah Govt. In fact it is even correct to say Inno is one of the best managed GLC in all of Malaysia.

SO WE ARE NOT SAYING TSH WILL SELL INTO BUT WE ARE TALKING ABOUT THE VALUE THAT TSH GOT IN INNO WHICH IS SUBSTANTIAL AT RM136.5 MILLIONS

NOW TSH IS AT BARGAIN BASEMENT LEVEL JUST LIKE BPLANT AT 57 SEN IN YEAR 2021 WAS. OPPORTUNITY IS HERE IF YOU KNOW

Cpo at Rm2200 in year 2019 yet all palm oil companies ok

so now above Rm3500 is excellent

Tsh is second top owner of Inno at 21.95% or it owns 105 millions Innoplant shares
Since Inno is now Rm1.30

Tsh with 105 Millions Inno shares is worth Rm136.5 millions if it should dispose all it's Inno shares

and since Tsh's latest debt is only Rm95 millions The Rm136.5 millions cash from Inno shares if sold will instantly turn Tsh debt free and cash rich

No one knows ultimately how long and when Bplant will sell more lands to unlock value or be sold off in total outright like Ijm corp sold Ijmplant to Klk

it will take time

time is always on the side of value investors and not margin or contra traders

Chloe

definitely stressful for swing traders who came in late but for longer term Investors bought cheap early there is no stress at all

and we have selected these top 10 palm oil with more than 200,000 acres landbank like

1.Bplant (220,000 acres)
2 .Thplant (240,000 acres)
3. Jtiasa ( 206,000 acres)

above three are mispriced second liners among penny stocks
( now due to value unlocking Bplant no longer a penny stock )

others with huge landbanks are Ioi corp, Simeplant (world biggest plantation holders), Sop, Fgv ( very undervalue like bplant) and Hs plant (only one with just about 100,000 acres), Tsh resources ( ultimate holder of highest value land banks in Nusantara )the new capital of Indonesia and Taann ( this one bought all it's land by cash through sweat and blood)

We are bullish in all 10 above longer term

John

I did not tell Eagle Group to sell all Bplant to buy Thplant, Tsh resources and Jtiasa

I told them to sell some and keep some for higher prices

My Johor Sifu used to teach this

say buy 100 lots or 1000 lots of a value share

then hold and if price doubled up 100% then sell 50% or half to get back original cost and the rest will be free shares for life

as for Thplant, Jtiasa and Tsh resources they are large plantation and owners just like Bplant

of course we are aware their earnings might not match Innoplant, Klk or Uplant

but we are Value investors first and foremost then second is growth

yes Tsh reminds us of bplant at only 57 sen in year 2021

time to buy is when people are fearfully selling

conversely time to sell bplant when people are greedily buying

this reverse psychology goes against human feeling

and exactly !

our own human feeling is our greatest enemy in investing and that is the main reason why 90% of people eventually all lose money in the stock market all the time

bplant at Rm1.19 is no longer cheap like 57 sen in year 2021

since then bplant also gave out more than 20 sen dividend

Since palm oil investing is quite simple and transparent the best time to buy bplant was at stage 3 to stage 4.
when high cash from fruitful harvest starts to pay down borrowing and land bank prices up after development in the direction of growth reaches those palm oil lands and they become too valuable for planting

now Bplant has reached stage 6 and 7 and all can see value being unlocked
but to buy now is now longer cheap at Rm1.19 ( was only 57 sen in year 2021)

that is why it is safer and better to buy Thplant, Jtiasa and Tsh resources and others when they are still at Stage 3 & 4 while prices still cheap and undemanding

At what level or stage is Bplant now?

Stage one

Early days. Bplant needs to borrow heavily to buy lands. Then do land clearing and plant palm oil. Very heavy capital is involved and high borrowing entails high loan payment for many years as Palm oil is very capital intensive

After planting the first four years will see no earning but more capital outlay

Stage two
Bplant starts to reap at year five. All earnings go to pay bank loans leaving little as dividends

Stage three
After many years loans are gradually paid down while palm oil starts producing more and more Ffb
Now can pay a modest dividend

Stage four
As lands in the direction of growth becomes too valuable for planting Bplant sells those in Peninsular for development and use the proceeds to reinvest in cheaper lands in Sabah

Stage five
Some of these Peninsular lands now so valuable so Bplant sells to encash great profits to give very good dividends

Stage six
sometimes bigger palm oil company will pay premium prices to buy over smaller palm oil co for expansion
example is Klk paying Rm3.10 to buy over Ijmplant from Rm1.86

Stage 7
Bplant major shareholder Ltat might now sell more palm oil lands to get needed cash or outright sale of Bplant if price is right

I think bplant now at stage five to seven

Chloe Tai

Yes you are correct

Already told all to sell gloves to buy Palm oil shares for safer capital protection

1. Topglove and others still face stiff price war in Sg Lazada
See https://www.lazada.sg/products/blue-disposable-nitrile-examination-gloves-powder-free-tg-medical-i1322678009-s6403870861.html?c=&channelLpJumpArgs=&clickTrackInfo=query%253Amedical%252Bgloves%253Bnid%253A1322678009%253Bsrc%253ALazadaMainSrp%253Brn%253A1360c7b698139c25e4070ba7a31eb407%253Bregion%253Asg%253Bsku%253A1322678009_SGAMZ%253Bprice%253A9.9%253Bclient%253Adesktop%253Bsupplier_id%253A1137399073%253Bpromotion_biz%253A%253Basc_category_id%253A10000460%253Bitem_id%253A1322678009%253Bsku_id%253A6403870861%253Bshop_id%253A993174&fastshipping=0&freeshipping=0&fs_ab=2&fuse_fs=&lang=en&location=Singapore&price=9.9&priceCompare=&ratingscore=5.0&request_id=1360c7b698139c25e4070ba7a31eb407&review=2&sale=51&search=1&source=search&spm=a2o42.searchlist.list.i20.60e335e8nxQtxj&stock=1

2. In China gloves now in huge glut and over production so China gloves on alibaba selling at cut throat prices

3. 3. Will take two or three years then got clarity

Why waste opportunity cost?

Set sail smoothly ⛵

One more strong supporting factor is Indonesia's thrust into Biofuel

Indonesia wants to save on foreign exchange due to high crude oil imports

So it is diverting to Biofuel from fossil fuel

At current time B35 is implemented and millions of tonnes of Cpo are converted to energy

When B35 eventually reaches B100 they will take up over 70% of all Cpo produced in Indonesia

By then Cpo prices will remain elevated as supply not enough to meet demand

This is a fundamental long term structural support for a sun rising industry like clean green palmoil as biofuel without sulphur or other polluting danger

That is why best to hold palm oil 🌴🌴 🌴

Looking ahead what are the positive supporting factors for Cpo?

Answer:

1. Palm oil is the most economical vege oil to produce it only take 1/7 of land to produce a ton of Cpo compared to soyoil, canola or sunflower seed oil

So palmoil will remain competitive and stay relevant

2. Palmoil is used in 50% of all Supermarket items like toothpaste, cooking oil, bread, biscuit, cake, ice- cream, hair cream, soap, shampoo, teh tarik creamer and many others like milo and maggee mee and as such it is recession proof

3. There is a shortfall in planting or expansion while more palm oil lands been converted to housing, industries and townships

4. World population growth will need more vege oil

5. Climate change and havoc impact shrubs like soybean or canola plant but palmoil being up to 60 feet tall can withstand and survive

6. Palm oil lands are appreciating assets which is very different from all others
Residual value can spring a surprise bounty of value unlocking by very high prices of lands in the direction of growth

Overall palm oil companies never or seldom go bankrupt even during 1997/8 Asian Financial Crisis when 49 banks failed and shrunk to less than 8 tier one Banks left today

So we invest in 🌴🌴🌴😄😄😀

Happy morning

A simple way to calculate intrinsic value by comparing bplant with ijmplant

Bplant is asset heavy with deep value whereas Ijmplant has proven earnings

So Bplant should be worth more than ijmplant in privatisation

2. Another way to look is from the angle of bank fd

Last 3 years Bplant gave out a total of 24 sen dividend so it is about 8 sen a year

If we take 4% per year then Bplant should be worth Rm2.00

At 8 sen for Rm2.00 is 4% yield which is above bank fd

So from asset value or from yield bplant should be at least Rm2.00 to Rm2.50 minimum

Anything below is undervalue

Tsh = Tan Soon Hong

Hokkien means

Soon = Favourable
Hong = Wind

Now after decades and the demise of their father the 5 sons of Tsh

Datuk Kelvin Tan Aik Pen
Tan Aik Yong
Tan Aik Huat (Ek Huat)
Tan Aik Sim
Tan Aik Siong

Are launching Tsh into a dual listing in Singapore SGX

May Soon Hong ( hokkien) or Soon Fung (Cantonese) translated Favourable Wind accompany your new journey into the earth's remotest ends and make Tsh resources a great company

Bon voyage!

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

SEE IKN NUSANTARA

https://www.youtube.com/watch?v=ihth5-S5K3g

Pang72

CPO NOW TRADES AT NEW HIGH RANGE ABOVE RM3500 TO RM4200
LAST TIME WAS TRADED AT ONLY RM1900 TO RM2400

SINCE COST OF CPO PRODUCTION IS ONLY RM2000 (FOR TSH) THERE IS STILL GOOD MARGIN

READ VERY VERY VERY CAREFULLY WHAT KM LOONG PEOPLE SAID

KMLOONG SAID CPO AT RM3,000 GOOD ENOUGH

NOW AT ABOVE RM3600 TO RM4200 WILL BE EXCELLENT

Kim Loong Resources eyes record year amid high CPO prices (The Lessons Revealed From Edgedaily Interview with KM Loong, Comments by Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-28-story-h1570606253-Kim_Loong_Resources_eyes_record_year_amid_high_CPO_prices_The_Lessons_R

Rm400 millions borrowing?

So tiny small lah

Tok Mat already said Bplant lands are 'gold mines'

Bplant just need to sell the 1,600 acres land in Tasek Gelugor in Seberang Prai North for Rm1 Billion cash will be more than enough to settle all debt

And 1,600 acres not even 1% of Bplant total landbank of 220,000 acres which is even bigger than entire Singapore land size of 177,000 acres

Stick with Bplant and Jaya Tiasa as both are selling below Nav and backed by very high value assets

for Klk and Uplant both are selling are higher price to book value

others selling at below price to book value are Thplant and Tsh resources

only those with deep deep value assets like Ijmplant, Kulim, Tmakmur and Kwantas were taken private last time

so now candidates for takeover is Bplant and later these are potential - Thplant, Jtiasa and Tsh resources

fantastic reached rm1.18 again today

Nothing wrong

Calvin say sell Bplant into strength and switch to laggards Thplant, Jtiasa and Tsh resources

Calvin still got bplant shares to sell as it goes higher

Jaya Tiasa or Giant Treasure - The best kept secret palm oil superstars one day

Looks like so little shares traded now as more and more Tsh are in Strong hands now

whatever little IB banks doing Rss are taken up by smart hands

hahaha why so fast want game completed like Ijmplant up from rm1.86 to Rm3.10 after Klk took over

let Bplant go up in all it's full Enterprize in value unlocking

5. Overall with Foreign Funds already in Ioi corp and Simeplant it is a matter of time more of the same will happen as Funds switch out of frothy Tech stocks to solid commodities

4. Since it declared first interim dividend there is a good possibility of another dividend