this fella only remembers Tdm but forgot about Harnlern and Kwantas

harnlern up alot and Kwantas jumped 200% when taken private at Rm1.65 from 50 sen

So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

amateurJR

Calvin got any sector to recommend other than palm oil? Haha

23 hours ago


So far Calvin sees Palm Oil got these

1. Real Solid Earnings due to Cpo price above Rm3800 (Cost of production Rm1900) and 100% gross profit

2. Very Good Dividends which beat Bank dividends

3. El Nino weather will keep all grain & palm oil prices elevated for few more years

SO THE VERDICT

KEEP HOLDING PALM OIL SHARES BEST

GOOD NEWS

July 2023 Soyoil touched US 70 sen a lb

It was US 26 sen a lb in year 2020

NOW FCPO should find good support

https://www.barchart.com/futures/quotes/ZLN23/overview

Cannot take NTA at face value for Asset rich palm oil cos

Ijmplant NTA was only Rm1.74

But Kl Kepong offered Rm3.10 and took it private

Anyone remembers prices of stuff 50 years ago

Coffee was 10 sen

One big basket full of durians (30 to 50 big ones) Rm25
Today one small durian is already more than Rm25

Red bed bun, char siew bun or siew mai all 10 sen each

Roti canai was 10 sen

Bus fare along Pudu only 6 sen (one sen coin in use then)

Room rental Rm30

All these prices in those good old days. You cannot get them now

But really amazing. We can buy palm oil co and go by back in time to ancient book value as they bought and still listed those lands at ancient historical book value

Recently, Scientex bought land in Kulai at Rm545,000 per acre

If you check Kulai map you will see Fgv got lands north of it with book value only Rm2,970 an acre ( not even Rm3k an acre)

Simedarby plant got lands just across lands Scientex bought Rm545,000 an acre)

A check with Simedarby Plant land book value is only Rm11k an acre

Only Simeplant has a longer history than Boustead - 200 year history

Tsh also got gold mine lands in Nusantara - 94700 acres book value only Rm5k an acre

NTA Rm1.29?

That is based on old old book value. If bplant land prices are all revalued upward i think no less than Rm5.00 or more

Imagine 2 old double storey houses in Lorong Maarof, Bangsar Park, Kl my neighbour bought in year 1969 to 1970 for only Rm20k is worth Rm2 million today about 50 plus years ago

Bplant from Boustead has a longer history of over 100 years since Long Jaffarf founded tin in Larut in year 1848

Hahaha

Forgot these great buy calls

Texchem at 50 sen and shot limit up

Pelikan keeps flying and flying

Naim now rebounded up and up

Vs tec, complete logistic up 1000%, bonia up 500%, Ancomny up 400%
And many many taken private like ijmplant, tmakmur, kulim, kwantas, diaman(diamond), thestore and others

https://usdebtclock.org/world-debt-clock.html


HOLD PALM OIL, LAND BETTER THAN CASH

https://usdebtclock.org/world-debt-clock.html

https://usdebtclock.org/world-debt-clock.html


HOLD PALM OIL, LAND BETTER THAN CASH

https://usdebtclock.org/world-debt-clock.html

https://usdebtclock.org/world-debt-clock.html

https://usdebtclock.org/world-debt-clock.html

Please look very very very Carefully at the SYNCRONIZED MONEY PRINTING OF SO MANY NATIONS IN THEIR SPIRALLING DEBTS

PROPHETS OF DOOM TELL US WORLD GOING INTO ANOTHER "GREAT DEPRESSION" SO MUST HOLD TO CASH

NO! NO! NO!

IN A WORLD OF MONEY PRINTING WE "CANNOT HOLD CASH" AS CASH WILL BE ERODED BY MASSIVE INCREASE OF FIAT, FAKE PRINTED MONEY OUT OF THIN AIR WITHOUT BACKING BY ASSETS OF REAL VALUE

Let Calvin illustrate by a clear example

Years ago we put RM25,000 in Bank 5 Year FD locked in at 4.25% interest a year

After 5 long years we got 21.25% in total interest

But 5 years back a 50kg cement was Rm13 per bag

After 5 years?

Cement went up to Rm19

Up Rm6.00 or up by 46%

So Bank FD interest of 21.25% cannot match cement price inflation of 46%

And with Relentless money printing things will go up much much higher in future

THAT IS WHY WE CANNOT HOLD CASH

AND BUY THESE

1) GOLD/SILVER AS INSURANCE AGAINST MONEY VALUE COLLAPSE

2) LOW PRICED LANDED HOUSES ANYWHERE WHICH CAN GIVE RENTAL YIELD (ESP THOSE IN JOHOR NEAREST SINGAPORE)

3) PALM OIL SHARES WHICH GIVE DIVIDENDS

4) OTHER HARD ASSETS

Please buy/sell after doing your own due diligence

click see

https://usdebtclock.org/world-debt-clock.html

https://usdebtclock.org/world-debt-clock.html

This post got 3 people clicked likes

Ss20_20
Mabel
Mat Cendana

May all of you do well and prosper

There is now very high margin of safety in palm oil

Margin of safety in banks, however, is being eroded by high npl(non performing loan of many publicly listed co, high repossession of unsold highrise condos in iskandar and 70% SMEs that are unable to service bank loans since Mco time till now

For palm oil we see green flags 💚

1. Two years of high cpo prices have washed out most debts of palm oil cos and made them cash rich like hs plant, taann, sop and others
There is no very high margin of safety as the underlying palm oil lands have also gone up in value
So palm oil cos all asset rich in lands


2. Very high cash inflow enables high dividend payout
These cash payouts will continue as long as Cpo above Rm3000

3. With Malaysia's Ecrl rail plus pan borneo highway reaching from kuching to Sabah will unlock all palm oil land value upwards for many years to come

Another starting revelation comes from TNB (Tenaga National Bhd)

And since Tnb is listed we can see its balance sheet

Before in year 2019 Tnb receivables only few Billion ringgit

By last two qtrs Tnb RECEIVABLES BALLOONED TO RM22 BILLIONS

Last qtr after many shops and hotels reopened Receivables dropped to Rm18 BILLIONS

During Mco many hotels, shopping malls and others all empty so cannot pay Tnb bills
Now only partial recovery

Think carefully
If Tnb (electricity being necessity) can see so high bad debt what about banks???

There is also the hidden debt time 💣 bomb in AAX impaired balance sheet of Rm26 BILLIONS

THEY SAID BANKS FORGAVE THE LOANS?

HOW TO FORGIVE?

THESE MONIES LENT BY BANKS TO AAX COMES FROM HARD EARNED MONIES OF INDIVIDUAL DEPOSITORS

BANKS ARE ONLY CUSTODIAN OF THESE COLLECTIVE DEPOSITORS IN BOTH SAVING, CURRENT ACCOUNT MONIES PLACED IN FDS WHICH BANKS LENT OUT?

NOW AAX GOES FREE OR BANKS SUFFER A HUGE LOSS?

3. In Klse and others we see lots of corp loans now in
trouble

3 Malaysian banks see Rm2.5 Billions loan loss from Genting Hong Kong collapse with no collateral

2. In Singapore Bankrupt Hyflux owes Maybank Rm1.95 billions

3. 6 banks are fighting to foreclose Serba with up to Rm4 billions debt

4. Sapnrg owes Rm13 billions and getting its loans restructure
But will it be able to pay up?

5. Ambank winding down bankrupt Jerasia for Rm23.8 mil debt

6. Public Bank after Impiana Hotel with Rm44 mil claim

7. Mbsb going after Bintai for Rm238 million in default

These are listed co

So many listed cos share prices with huge debt like Knm, serba, sapnrg and others are doing badly with share prices losing 80% to 90%

This is only the tip of the ice berg how impaired will be banks' actual balance sheets



Are there more red flags if one will check and double check

2. In Iskandar Johor esp Country Garden Danga Bay, Medini and Forest City there are many Blocks of highrise condos now up to 90% empty
Many might turn into ghost Towers later. In jb high court auctions no takers after 6 or 7 auctions

Deep discount up to 70% then only see a trickle of buyers

Whoever or whichever banks lent to these will suffer losses
Up to Rm30 Billions worth of bad debts and more still in process
Another red flag ♥️

Loan impairments by subprime loans brought down Us in year 2008/9 when Lehman Brothers, Bear Stern, Washington Mutual, Merill Lynch, Countrywide and others

Which Malaysian banks overexposed in trouble?

Red flags in Banks

1. During Mco lockdown more than 70% SME (small medium enterprizes) cannot open
As a result there is loan moratorium
Many later closed shop and gone out of business
Among individuals many also given loan postponement
At that time how to service bank loans when putting food on the table also a problem
We see many houses, flats, apartments put out white flags for help

Now there are many delinquent loans on Banks balance sheet

How will banks recover these unpaid receivables?

This is first red flag ♥️

For discussions only in an investment forum here

There are red flags ♥️ in Banks but we see green flags 💚 in Palm oil

What are they?

Hello all

Do not leave this part out

At the same time we bought Bplant at 57 sen and also bought all the way up over Rm1.00

And like Tsh we also bought all the way down to 60 sen plus

Now Bplant again rebounded up to Rm1.01 and now still stands at 96 sen

Plus we also received more than 24 sen dividends from Bplant as well

So we have received 11 sen dividend from Tsh and 2.5 sen more dividend from Tsh

No one predicted Bplant went up, dropped then surged up again

So no one can confirm Tsh will remain in doldrum for ever

Market goes up and comes down and can also go up again

Banks are also cyclical like palm oil

while palm oil cycles are short banks do have their cycles as well

in 1929 to 1939 during USA great depression 10,000 banks failed

in 1997/8 Asian Financial crisis out of 49 banks and financial institutions only less than 10 survived and many were taken over

however, in 1997/8 palm oil did well and most survived

See if next Big Crisis Hits will banks survive better than palm oil?

Could you locate FGV kilang sawit Kulai from Map?

https://www.google.com/maps/place/Johor/@1.7347755,103.5688365,30066m/data=!3m1!1e3!4m6!3m5!1s0x31c4cc3289eddb9f:0x7b6b329bbf0cadb4!8m2!3d1.9343998!4d103.3587288!16zL20vMDFqbmc5?entry=ttu

Could you locate FGV kilang sawit Kulai from Map?

https://www.google.com/maps/place/Johor/@1.7347755,103.5688365,30066m/data=!3m1!1e3!4m6!3m5!1s0x31c4cc3289eddb9f:0x7b6b329bbf0cadb4!8m2!3d1.9343998!4d103.3587288!16zL20vMDFqbmc5?entry=ttu

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=138427&name=EA_GA_ATTACHMENTS

AMAZING LAND SALE IN KULAI BY PNB TO SCIENTEX TODAY

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3368401

550 acres for almost Rm300 Millions

or about RM545,000 per acre

Just opposite is FGV Palm oil lands (BOOK VALUE ONLY RM2,970 or less than RM3K an Acre)

one more thing

con mouse Zelan and PA resources did worst plus luring others away to chase Hengyuan now turn into "Hangmouse"

All please stay safe in Tsh and shoo away this stray mouse

hahaha

tell what lies?

only a forecast

could be right or wrong or status quo

So many Research Houses every year also gave forecast as well

Go back to your mouse den

4. One day months or years down the road Top gloves might give out Rights issue to ask for money while Tsh could give special dividends and free bonus issues

3. Topglove's dividends depend mainly on good income of year 2020/2021 June

after that income collapsed into losses every month

so future dividend will dry up and no more fresh income

Tsh saw its Rm1.5 Billions debt melted away till only Rm95 mil small debt left and soon will be debt free

it has fresh income for many years to give out fresh dividends

2. Ffb and Cpo is perishable and cannot be stored for long
so they are harvested once every two weeks
now vege oil on world market in short supply due to drought so prices surge up

gloves are full of dead stocks in total glut for up to 3 years unsold and now dumping below cost of production

Tsh versus Gloves

1. With Cpo Rm3900 Tsh is making almost 100% gross profit

In Spore Lazada Online shopping platform Topglove is selling medical gloves at deep discount up to 70% in fierce price war with others

in China Alibaba medical gloves are dumped as low as 1us cent in total carnage

growthcapitalist

Many things revealed we can know as true after events manifest into reality

Tsh tests our patience to the utmost. Final proceeds from Bulugan land sold is delayed and we will have to wait up to a year to see fulfillment

Now Tsh in all appearance looks like it has failed and many have given up hope.

Nevertheless there is a difference.

Tsh latest ffb for 2 months already 73% of First qtr harvest

Plus cpo is selling at good premium

Whereas Topglove in dire straits now dumping Medical Gloves in Singapore Lazada as low as 70% and bleeding in losses

So for the foreseeable future Tsh will still report good profits while gloves will report more and more losses

This Friday July 14 we will be receiving 2.5 sen dividend

If Tsh remains unloved i think it will be worth adding more in a time of fear

Listen to this very very very carefuly

After years of ffb harvest to pay off bank loans

Palm Oil Co will be CASH COW

https://www.youtube.com/watch?v=PDMUaI8-ILI

WHY IS DIVIDEND IMPORTANT? From Dr Neoh Soon Kean's STOCK MARKET INVESTMENT (Reposted by Calvin Tan)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-03-07-story-h1600126216-WHY_IS_DIVIDEND_IMPORTANT_From_Dr_Neoh_Soon_Kean_s_STOCK_MARKET_INVESTM#:~:text=Dividend%20is%20real%20and%20it,provides%20a%20link%20with%20reality.

Dear all sincere i3 forumers who visit here,

Please do your own due diligence before buying or selling any stocks

It is your hard earned money and in these very uncertain times better keep safe. If not sure just hold cash until you have clarity

Do not forget that Calvin has been in i3 for almost 10 years now and posted many stocks

All can check them out

1) TStore
https://klse.i3investor.com/web/stock/overview/5711

do read all comments there

2. Super Enterprize
https://klse.i3investor.com/web/stock/overview/8656

3. Kulim
https://klse.i3investor.com/web/stock/overview/2003

4. Tmakmur
https://klse.i3investor.com/web/stock/overview/5251

5. Kwantas
https://klse.i3investor.com/web/stock/overview/6572

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

7. Ijmplant
https://klse.i3investor.com/web/forum/forum-thread/800000447

8. Daiman
https://klse.i3investor.com/web/stock/overview/5355

9. Weida
https://klse.i3investor.com/web/stock/overview/7111

10. Others were Golden Hope Plant, Austral Enterprize, Pelangi Bhd, Island & Peninsular, MTD Infrar, MNI, Jland, KFC, QSR, Titan and many others taken private (not bankrupt)

Why only pick on Netx (exclude Opcom & Redtone)
Why highlight TSH and keep silent on BPlant?

So let every one decide for yourself

And why Calvin also got gave warnings on bad stocks which others did not?

See

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 LOOK AT DIVIDEND PERFORMANCE BETWEEN PALM OIL & BANKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-10-story-h-246422030-A_LOOK_AT_DIVIDEND_PERFORMANCE_BETWEEN_PALM_OIL_BANKS_Calvin_Tan

A LOOK AT DIVIDEND PERFORMANCE BETWEEN PALM OIL & BANKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-10-story-h-246422030-A_LOOK_AT_DIVIDEND_PERFORMANCE_BETWEEN_PALM_OIL_BANKS_Calvin_Tan

A LOOK AT DIVIDEND PERFORMANCE BETWEEN PALM OIL & BANKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-10-story-h-246422030-A_LOOK_AT_DIVIDEND_PERFORMANCE_BETWEEN_PALM_OIL_BANKS_Calvin_Tan

A LOOK AT DIVIDEND PERFORMANCE BETWEEN PALM OIL & BANKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-10-story-h-246422030-A_LOOK_AT_DIVIDEND_PERFORMANCE_BETWEEN_PALM_OIL_BANKS_Calvin_Tan