8,406,638 views

One more clicked likes now made it 4

Many thanks

Mat Cendana
jghlim
Mabel
Hate the Spammers in i3

No

Palm oil will follow demand & supply plus climate change & how much CPO converted to Biofuel usage

Post removed.Why?

Post removed.Why?

Absolutely agree!

Mikecyc & SEE_Research should both be banned for forever for so much Hate Speech

See

LTAT proactive management is a new found initiative and should be positive

Leadership is important

I would prefer to see Top management managing their companies hands on rather than those that give little concern or attention but always go golfing and more interested in self indulgence and hobbies

Bplant should see better times ahead from now

3 silent readers clicked "like"

jghlim
Mabel
Mat Cendana

Calvin say "Thank you"

Michael

You should go start a blog and post useful stuff lah

Taann got Rm200 mil plus cash

Sop got Rm500 cash after minus debt

hs plant got Rm500 millons cash or about 62 sen

Can expect good dividends by Aug 03

When palm oil cos no need to pay bank loans they all turn into long term cash cows one by one

What happened before 2020 and after?


before 2020 in year 2019 Cpo prices dropped to a low of Rm2200

even then palm oil co still ok as its cost of Cpo production was Rm1400

so Rm800 profit enough to pay bank loans, salary and overheads

By year 2020 to 2022 Cpo surged as high as Rm6000

and then now Rm3300

even though production cost jumped to Rm2000 - Rm2200 range palm oil co still make more than Rm1000 to Rm1200 profit per ton

higher than in year 2019

but many failed to notice

the two extremely good years of 2021 & 2022 have caused HUGE CASH INFLOW

Companies like Hs plant, Sop, Taann have turned cash surplus cos. Tsh and Jtiasa got great improvements in their balance sheet

Now with less or little bank loans to pay Palm oil cos have turned into safe cash cows

and best ever dividends have been and will be paid

in these recessionary times it is of utmost importance that Cos are not over-geared and able to give good dividends

so the current position of most Palm oil cos balance sheet are very healthy and with Cpo at new level above Rm3300(from Rm2200) we have a stable dividend stream

The intrinsic value of Bplant is at least Rm2.00 like MMC Corp which Syed Moktar took private

how many can wait ?

1%???

Calvin thinks jjklim has asked a very relevant question

i3 forum is a place to share investment ideas and to find answers

Every one has to receive information with a discerning mind and do due diligence before buying and selling

Jjklim

Yes lands in Indonesia are 35 years lease and even in Singapore landlease for farms only 25 years.

Now 35 years still a long time

Klk took over ijmplant at Rm3.10 (was Rm1.86) knowing full well landlease almost identical with Tsh in Kutai, Bulugan and Sumatra

And Tsh's bulugan lands also leasehold were sold for Rm465 million profits

They paid fair value to acquire Tsh's Bulugan lands to build a green tech industrial park there

So there is no reason why land prices will not hold

Thank you Mabel

You got a good positive attitude
Characteristic of a successful investor

This pureGambling bull is just a punter

Jesse Livermore ended in suicide

Barvas only made a mere $2 million but gone bankrupt at the end of his life

Eliot Wave Robert Pretcher book
Conquer the Crash still a hype

Why such lousy examples ??

Go follow Ben Graham, Warren Buffet or Peter Lynch anytime better

Berlin

Calvin first stock in i3 was Pm Corp at 15 sen

It went up above 25 sen and many followed then Pm Corp crashed below 20 sen
Many cry farther cry mother due and cutloss and went to buy Patimas

Then Pm corp sold Woodland factory and gave 8 sen cash payout

Pm Corp crossed 30 sen 3 times. It went as high as 37 sen

Many who held on made 6 figures and a few 7 figures

Those who strayed into Patimas later lost all when it gone bankrupt

Found a gold mine?

Stick with it
Somewhere, someday you might step on a landmine

Itudia


Calvin sees you only joined i3 forum in year 2015

So you missed Uncle Kyy post to buy Jtiasa around Rm2.60 then when Calvin gave warning to sell jtiasa then

When Calvin called people to sell Jtiasa then at Rm2.60 people also opposed as Jtiasa at one time reached Rm3.30

And after Jtiasa crashed Calvin bought Jtiasa in years 2016/7 at Rm1.20 then sold all on rebound to Rm1.80

At that time Cpo was only less than Rm3000 and jtiasa debt over Rm1 billions

Now Cpo is over Rm3300 and jtiasa debt has been pared down to only Rm200 mil

Also at that time jtiasa gave zero dividend and recently we received a total of 4.3 sen dividend

So many good progress has been made by jtiasa and price from historic high of Rm3.30 to historic low of only 63 sen

Even Fong Siling aka Cold Eye did not miss Jtiasa and he now bought 5 million Jtiasa shares to be in Top 30 holder

Great Champion Sifu Dr Neoh Soon Kean also been holding jtiasa in Top 30 for many years

At 63 sen now jtiasa is a real bargain

Of course 99% people out there might not agree

Does it matter at all?

We see value and will invest accordingly notwithstanding all others are against

Calvin has been here almost 10 years now

And will hold this Giant Treasure

nusantara has 200,000 workers

3 times more than pengerang

200,000 indon workers are there

https://www.youtube.com/watch?v=AV6Pw4rkoR0

see latest in ikn nusantara

https://www.youtube.com/watch?v=MO1h4rRTFbQ

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

TSH OWNS 21.95% OF INNO

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

Blog: CALVIN TAN ON MALAYSIA 2ND HALF 2023: WHERE TO PUT YOUR MONEY IN LIGHT OF RECESSIONARY TIMES, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608590187

THIS IS A VERY INSIGHTFUL VIDEO ON PALM OIL

LISTEN TO IT 5 TIMES AT LEAST

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

/ 0:15

50 Mobil Pakai BBM Kelapa Sawit B100, Lebih Irit Dan Tidak Berasap

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

Yes KSeng assets are also very undervalue but after i met their Top Guys in Taman Daya Office they told me the Bosses are not interested in their share performance but only keep to a low profile business which give a fair dividend

Another one is Daiman (daimond) the boss of Daiman has been buying and buying up Daiman from Rm1.50 to Rm2.20 and then offerred Rm3.00 to take Daiman private

it was still very undervalue even at Rm3.00 as Daiman's assets are at rock bottom prices

But at least Daiman boss gave an extra 80 sen premium to take Daiman private at Rm3.00(from Rm2.20)

One interesting event happened when Daiman lands in Taman Senai Utama came up for sale by tender

They are asking Rm60 per sq ft
When i checked up the Annual Report of that piece of Daiman lands listed for sale it was only less than 10% book value of Rm60.00 psf

So we called Daiman office at Menara Landmark and they said that is the market value and they will not sell below Rm60.00 psf

This is why Bursa And Sc should make it COMPULSORY FOR ALL LISTED COMPANIES TO REVALUE ALL ASSETS BEFORE PRIVATIZATION

Note: 2 Daiman hq friends are in Eagle Group on palm oil
They are nice people but silent readers

Boustead privatization at 85.5 sen is totally unfair and below real intrinsic value

Bursa should implement a policy and make it mandatory for all Listed Companies to get an up to date valuation of all assets especially all lands, palm oil lands, factories, offices, shopping malls and others TO GIVE A REAL TIME VALUE OR REAL TIME NTA (NET TANGIBLE ASSET) VALUE

IN THIS WAY THE REAL VALUE WILL EMERGE

Not too long ago Ppg (Pelangi Publishing Group) was taken private at only 36.5 sen with it's assets still listed at old book value

3 Storey shop houses in Taman Pelangi was valued at only Rm140,000

Today it is going for Rm2.8 Millions which is 20x more than book value

In this was all minority shareholders have been short changed

Another company sitting on gold mine land is Tsh

Tsh has 94700 acres of prime lands in Kutai and now turned into Nusantara the new capital of Indonesia

how many sq ft?

To convert just multiply 43,560 by 94,700 acres

= 4,125,132,000

More than 4 billion sq ft

One day if land prices of Nusantara rise up like Putrajaya to Rm50 then how much?

Answer is Rm206 billions

And with total paid up shares of Tsh at 1.388 billion it is computed to reach over Rm148 a share

Of course this will take much time

What is the real Nta of Bplant?

As Boustead is a company with more than100 history since the time when Long Jaffar founded tin in Larut (circa 1848) the lands alienated to bplant from Boustead now sits in prime zone still at ancient rock bottom prices

So if revalued Bplant Nta will reach Rm5.00

BPLANT LIKE ALL OTHER PALM OIL CO SITTING ON VERY UNDERVALUE LAND ASSETS

Ha ha ha!

Speakup

You first mentioned Bplant in years 2015/6 as a dividend play

This bplant is rock solid and no casino at all

Bplant like jtiasa and thplant are all 2nd liner stocks mispriced as penny stocks

As such all these should go above Rm1.00 one fine day in its rightful place

Dear all

Due to fire incident in Mid Valley Megamall MQ Trader has to cancel the event for the safety of all

Posted by crayonlee > 1 hour ago | Report Abuse

Is there any requirement?

Well done!

Now please contact Ms Casey at 012 7997131 for your free ticket

Whatassp her your

1. Name
2. Phone number
3. E-Mail Address

See you at the Investment Summit 2023!

After you have "CLICKED LIKES" & COMMENT

Please Tel/Whataspp

Ms Casey of MQ Trader

And claim your "FREE TICKETS"

Give your

1. Name
2. Telephone contact number
3. E- Mail

SEE ALL OF YOU THERE!!

Whataapp

VC Support 012-7997131
For Ms Casey for your free tickets

Posted by Patient Investor > 1 hour ago | Report Abuse

@calvintaneng got free ticket? lol


YES

ALL PLEASE CLICK LIKES & COMMENT

AND CLAIM FREE TICKETS

https://klse.i3investor.com/web/blog/detail/NOW/2023-05-10-story-h-271386083-Investment_Summit_2023_JUST_CLICK_LIKES_CLAIM_YOUR_FREE_TICKETS_Calvin_

Posted by Patient Investor > 3 days ago | Report Abuse

@calvintaneng are you speaking at the Investment Summit 2023?


Patient investor

Yes Calvin will be speaking at Investment Summit 2023 at the kind invitation of MQ Trader and i3 investor

Do come and join us

See you there on 20 May 2023 in Kl

https://www.youtube.com/watch?v=30TnDJq7r0k

This 3iii has tunnel vision

Forgot great stocks like super enterprize, kulim, tmakmur, ijmplant, weida, daiman, thestore, kwantas, karambunai, bonia, texchem, complete logistic, harrison, ancomny

Why need to cutloss?

In the first place why go buy a lemon? Why the trouble?

Just avoid all syndicated pump and dump and stay safe

hahaha

yes

Calvin is a man of his word

Syndicates

Whether your Id describes you as one or not i am not sure

But Gpacket at that moment in time was grossly overvalued

As to cutloss ?

When we buy a stock we are actually investing a real business providing real goods or useful services to mankind

Think like this

Cutting loss in stocks equate getting out of owning shares of companies

If we do it in real life it also mean business bad and therefore close all down??

If no taxi or grab or bus or train or airport all closed ?

Then all without cars will have to walk

What if business bad all petrol stations closed and cutloss?

Then all transport will come to a standstill

What about food?
If business bad closed all restaurants, mamak, 7 Eleven, Kfc, supermarkets?

What are we going to buy and eat?

Just think how absurd

And people in the stock market cannot think rationallly

Fcpo real time rm3900