if this chief joker starts buying index stocks, then is really signal to sell.

lucky the stocks i m looking at/having is not on his list or else really time to sell out.

commodity supercycle is finished yet @calvintaneng still brings in this story.

@stock kingdom,

thats why the big boys r smart to either go downstream, go indon/png/africa or move into property development in the past 25 yrs.

those small listed plantation stocks with only milling ops r just waiting to die.

anyone who listen to @calvintaneng and his bs analysis have 80% chance of losing money.

plantation index still flat and the coming us soybean harvest has been revised upwards.

so where is the upside coming from???

unless there is a decrease in overall oilseeds production, no bullish story to spin.

but yet soybean futures on cbot is usd1+ below its high from last mth.

so what does the price say?

this means that the drought is not at all serious and @calvintaneng analysis is bs.

@stock kingdom,

thats why he is very quiet on palm oil stocks this week.

anyway, those who buy on recommendations/advise do so at their own risks. best is to do own research and intelligence gathering.

@royce chan,

why estimate the loss since alrdy know that there is gonna be an operational loss of at least sgd10m?

and there is no significant disposal.

lion-related counters, most cards r in banker's hands.

lucky didnt buy this see saw stock.

better add on mbsb or fgv.

park @ 1.5 to add on these few days to lower average breakeven.

now no more chance to add on.

puc is confirmed game over.

@kelvin62,

after bleeding all the way from 75 or more and holding till now plus still optimistic and adding, u must really trust icap's ttb.

can i sell u call option 60 for 5 cents???

where r parkson's biggest supporters @kelvin62 and @yucaihacai?

really dont know why these 2 can keep on spinning nonsense like icap's ttb?

@stock kingdom,

i alrdy gave warning but still got jokers believe in chief joker @calvintaneng and refuse to acknowledge the signs. best is this @chongyu, claim to have 30 yrs experience in plantation industry but actually he doesnt know much after i probe him on fertilizer component prices.

@shortinvestor77 and @hoby,

anyone who listen to this joker @goldentriangle among the many here will most likely have jumped off cliff in the past yr. thats why not only lost the money but also their brains.

he must be follower of ttb.

http://www.thestar.com.my/business/business-news/2016/09/20/muted-kl-market-seen/

@mioxi,

yet there r ppl who follows @calvintaneng's claims. he reminds me of ttb in his sales pitch to his followers despite his poor performance in the past 10 yrs. i might as well buy ambank fbmklci etf since management fees is an all-in 0.5% vs 1.5%++ for icap.

yet cbot sbo prices fell on last friday.

if there is a serious drought like what @calvintaneng said, the first reaction will be on cbot.

use common logic and u know this is all bs from threadstarter.

@shortinvestor77,

why u expecting to see fireworks????

lol......

even if there is, i will still add on positions.

@chongyu,

i suggest u not to quit ur day job to do full time trading.

@calvintaneng,

when i see u wrote booming iskandar, i know u r a joker. anyone who listens to u better prepare to have 80% chance to go jump cliff.

@limkokthye,

must thx fat boy also.

if mkt dont come down, how to add positions?

lucky sell off at 14 and make 2cents profit.

those buy at 54-56 really r caught this time round.

better stay safe and away from lion-related counters.

@chongyu,

when mkt is up or down, there is always something out there.

my 15% annual returns is not considered good, maybe compared against most fund managers. i know some doing 50% per annual in some yrs.

just need to look hard enough.

@cheah yeh,

i bot pmetal last yr abt ard 2.7 b4 bonus and still holding now.

@chongyu,

sure why not??

rm2mil is enough to generate 300k per yr if u r good.

@zefftan,

lol...... better to be safe than sorry.

stock goreng up 300% alrdy, so what is the upside left??

better look for stocks that not yet goreng up yet and where the player at least hold some cards.

lion-related counters all r banker holding the cards, very dangerous.

looks like a possible dead cat bounce.

bot @ 7 and sold @ 8.5 after seeing no hope to go higher.

so banana john, u think got chance for 10???

@chongyu,

i trade full-time for a living.

for a stock like klk/ioi giving me a dy of ard 2.5% over the past 5 yrs, i might as well put in fd and get slightly better return plus more secure. and ytd, the stock is only up less than 10%, might as well buy fbmklci-etf. better use of my capital.

@shortinvestor77,

thats why i relaz and watching show now.

i just want to see how high it can go b4 i unload it. meantime, just enjoy the dividends or drs if price is rite.

@junichiro,

exactly.

so my logic is very simple.

if an nk missile is launched at guam, us is bound to retaliate with tactical nuke.

so conclusion is very simple, fat fat boy kim knows that he will most likely be killed if he launches a missile, so why would he want to court his own death? better be alive and squeezed his poor people dry while enjoying his billions.

so i laugh at all the scaremongering analysts who cant model out such a simple game.

@tokti,

u sure is rm4.5/share???

i heard it was rm4/share b4 the selldown.

@adcool,

actually parkson is hammered down from 2008's rm10/share to the current level.

even the store is trying its best to reinvent some of its outlets in kl-klang and jb areas, but parkson, i dont see any noticeable efforts.

@kelvin62,

parkson cannot be considered as a reit since no cash dividends given in the past 2 yrs.

at most one can consider it as a possible privatization or turnard story.

@stock kingdom,

exactly, when ppl such as @calvintaneng refuses to see the deeply and indulge in 2008 stories spinned by ibs, no point wasting our rebutting as he will just come up with new stories which can be rebutted.

@kelvin62,

i will stay away from parkson since banker is holding all the cards.

ahp is stable if the buy-in is rite. i m only monitoring reits to see if there r any punting opportunities.

@ks55,

thats why i said if kip is below 0.9, then i will punt. i saw a few kip marts and their biz model is quite interesting, something like a cross between hypermart and traditional wet market.

@calvintaneng,

u r contradicting urself.

if there is no supercycle/ strong upcycle or a strong thematic story as seen currently to support, there is no way plantation-related stocks can give a minimum 25% in a yr.

@calvintaneng,

one has to get up to see market opening and digest overnite news to trade for the day.

now u r making sense that plantation counters r undervalued compared to other sectors, but is it a time for buy on the sector just becos it is undervalued comparatively?

the premises u based on r rather flimsy or out-of-sync from the ground.

whether one likes it or not, but the super commodity cycle is now over. so will a commodity-related stocks boom again in a thematic play?

@shortinvestor77,

ur tp is the highest i have seen, even higher than investment banks'.

bot at the low of last yr and now just sit back, watch show.

@chongyu,

i expose ur misleading info on the info on potash not being at at 15-20 yr low. u tell me that u r talking abt fertilizer mixture, but after i expose u that the main ingredients of fertilizer mixture not being at 15-20 yr low, u choose to be radio silence on this issue. so what do u think of ur credibility???

i m able to give rebuts to @calvintaneng, but he is just give me a bunch of bs on reports and divert into telling me grandparent stories on properties, which i rebutted him again. then he tell me he gave good call on tanah makmur which is a 40% return in 1 yr. thinking that he is good. i bot bioosmo and had a 100% gain in 8-10mths. so who is better???

now, tell me, do u think he gave a good buy story based on the few points he highlighted?

if the weather is as bad as what @calvintaneng has been saying in this thread, prices of cbot sbo would have broken 36 by now but no, it went up to 35.5 in late july and is now down at slightly above 34.

if biodiesel offtake in indo is so well so far this yr as he is implying, then why is cpo price trending downward from the start of the yr?

why not i share with u mine then.

i bot bioosmo at 4sen in sep2016 and sold it at 8sen in july.

i got greedy and wanted to exit at 16, but it didnt come.

this is what 100% return is all abt.

u take abt 1 yr to realize a 40% gain while i took 10 mths to realize a 100% gain, this is call efficient use of capital.

and since u only said u call for a buy, r u a analyst or did u really buy it then?

Posted by calvintaneng > Aug 9, 2017 01:57 AM | Report Abuse

I bought TMakmur for its landbanks, bauxide under its lands, its oil palm plantations and the trouble they took to rear livestocks within their plantations

I called for a buy on TMakmur at Rm1.38

Pahang Sultan took TMakmur private at Rm1.90 for about upside

http://eaglevisioninvest.com/tanah-makmur-land-of-prosperity/

@calvintaneng,

buying a shop for rm18k back in 1970 was a time when polisman r still wearing shorts, so dont give me that lt bs.

if u sell out that shop now, do u think u can buy back a similar shop near the location for a cheaper price, assuming that the shop has no black marks that can depress its value, and lock in a decent 20% profit immediately? it is all abt the timing, so what is the lt u r talking abt?

it is the same thing for warren buffet, it is all abt the timing and the biz potential.

if coca cola didnt move with the time or is operationally efficient, do u think warren buffet wont offload it in a jiff?

@calvintaneng,


1) cpo price is below the jan 2017 high of rm3.2k/mt.

2) second half of the yr is when ffb production picks up. thus u see an increased in ffb yields.

3) china is in the midst of summer, thus they use more palm than sbo for cooking. the situation reverses after china enters autumn.

what r u talking abt cpo prices being low in the last 2 yrs???

cpo prices is in an uptrend in 2016 reaching 3200 by jan 2017 while production is lower in 2016 due to tree stress after good production in 2015.


go read up more on the statistics b4 saying verifiable info.

i dont even need u or any gs analysts to tell me this since i alrdy knew us shale oil will be hammering any opec+non-opec production cuts.

reason: the production cost of shale oil has dropped dramatically over the past 2 yrs.

i bet u dont even know the production cost for shale oil now, but i do so thats why i shot the fm that recommended me to buy lukoil on the spot way back in jan 2017.

Posted by calvintaneng > Aug 9, 2017 01:31 AM | Report Abuse

There is a corelation between Crude Oil/ Shale Oil & Biodiesel/ Palm OIl

Last round I saw US Shale Oil hammering crude oil. I saw further that they will hammer biodiesel usage which will lead to a collapse of Palm Oil.

I warned Uncle KYY to sell his JTiasa at Rm2.60 then. And true enough Jtiasa crashed more than 50% to Rm1.15


Posted by calvintaneng > Nov 28, 2014 12:36 AM | Report Abuse X

From now onward very bleak, shale oil hammering crude and biodiesel oil. All oil & gas and all palm oil counters will be hit hard.
And if crude falls to $30 a barrel Malaysia itself might be in deep trouble.

This is the time for extreme caution.

@calvintaneng,

dont give me a dec2016 report.

and the report is bs anyway since we all know that crude oil prices collapse back below usd50/bbl not long after and is now struggling to maintain above 50.

if an analyst report can be trusted, why do i even bother doing my own research?

sbo dropped from 37.5 to its current 34 ytd, so where is the boom the report is talking abt????

@calvintaneng,

since u would like to look at the plantation play from a property perspective, then i will discuss with u from a property perspective.

i agree with u that some of the plantation lands near local 1st tier cities such as kl-klang/jb/penang r valuable, but do u think the demand is able to take in the supply?

there is a glut of properties in kl-klang and jb regions currently. if u been visiting the johor iskander-medini-forest city region, u would have noticed the low or near-0 takeup rate. in kl-klang, there is visible slow down and takeup rates even in kl city itself.

so do u think plantation play is a st play like what u have been saying here?

by ur train of thots, ur plantation play will become a property play which will take several yrs to play out. not the 1-2 yr play that u have been implying.

@calvintaneng,

no u didnt.

but ur exact words r

6) Since Crude Oil already up it will pull up biodiesel usage. Right now Indonesia has increased biofuel consumption. And Indonesia has a huge population

thereby implying that biodiesel usage will increase if crude oil prices r up, which is false since at biodiesel is not at all economically profitable at this level.

if u r so bullish on plantations, can u enlighten me on why the plantation index is lagging behind the broader klci index then????

my question to all now is this,

if the outlook for plantation stocks r as good as what some here modeled, then why is the klse plantation index lagging the broader index? the plantation index only gained a miserly 1% while the broader klci gained 9% ytd.

@stock kingdom,

plantation biz will not die but it will not fly as well now.

the commodity supercycle is behind us now.