Posted by YJInvest > 2020-11-15 22:32 | Report Abuse

Thanks Calvin for sharing such an insightful and inspiring story. First class.

Posted by stockraider > 2020-11-15 23:21 | Report Abuse

LET GENERAL RAIDER & SIFU CALVIN CONTINUE KYY UNSUCCESSFUL JOURNEY ON JAYA TIASA LOH...!!

WHY KYY FAILED ON JAYA TIASA WHEN GENERAL RAIDER & SIFU CALVIN ARE EXPECTED TO SUCCEED HERE LEH ??

THE KEY BOIL DOWNS TO VALUATION...VALUATION....& VALUATION, WE ENTER JTIASA AT A REASONABLE PRICE WITH BIG MARGIN OF SAFETY & WHERE THERE IS STRONG UPSIDE POTENTIAL OF PALMOIL PRICE AT SUSTAINED LEVEL MAH...!!

Posted by calvintaneng > 2020-11-15 23:36 | Report Abuse

Thks YJinvest

This article is by Vulcan Post

Posted by calvintaneng > 2020-11-16 09:45 | Report Abuse

Good morning

Dalian Soyoil future crossed USD37 and still going up

Cpo will follow going up

Hold tightly all palm oil stocks for bull run have not even started

Once starting It will be very powerful with pent up demand

Posted by dumbdumb123 > 2020-11-16 11:48 | Report Abuse

Good article on Peter Lim But your facts on the Thompson deal are not right. The numbers. Please do some checking.

Posted by luckyme123 > 2020-11-16 12:39 | Report Abuse

Hi Calvin,

you are the first thing I read when I turn on my computer in the morning and the last thing I read before I turn off my computer at night.


TQ for your insights / guidance which have so far proved to be pure in intent and without malice / deceit

Posted by stockraider > 2020-11-16 12:42 | Report Abuse

Yes correct cpo future also moving up mah...!!

Posted by calvintaneng > Nov 16, 2020 9:45 AM | Report Abuse

Good morning

Dalian Soyoil future crossed USD37 and still going up

Cpo will follow going up

Hold tightly all palm oil stocks for bull run have not even started

Once starting It will be very powerful with pent up demand

Posted by calvintaneng > 2020-11-16 13:27 | Report Abuse

Tyvm luckyme123

Posted by calvintaneng > 2020-11-16 13:28 | Report Abuse

Dumbdumb123

This article is not from me but a cut and paste article from Spore

Posted by duitKWSPkita > 2020-11-16 14:40 | Report Abuse

Yang penting he has daughter

Posted by Jonathan Keung > 2020-11-16 17:01 | Report Abuse

CPO is on an uptrend for the next 4-6 months. plantation players should be sitting pretty with prices holding betw 3,000 -$ 3,400 . The late Tan Sri Lee { IOI } and Tan Sri Lee { KLK } all have the roots in agriculture. La Nina { South America } and the worst locust attacks in 27 years { April - August } India/Pakistan have indirectly strengthen palm prices

Posted by apolloang > 2020-11-16 17:06 | Report Abuse

after divorce his wife peter lim make his 1st billion,so is trump. tan sri calvin u wanna make your 1st billion,divorce your bini…..hahaha

Posted by calvintaneng > 2020-11-16 17:40 | Report Abuse

Apollo

Calvin want family first and no want money
Hahaha,

Posted by calvintaneng > 2020-11-16 17:42 | Report Abuse

Should be

Apollo

Calvin want put God and family first and not money

Hohoho!!

Posted by amateurJR > 2020-11-16 18:34 | Report Abuse

This Peter Lim owns a Spanish Football Club wo. Rich guy!

Posted by calvintaneng > 2020-11-16 20:00 | Report Abuse

From FGV Forum

hng33

FGV report plantation profit in Q2 2020 = RM 47m
FFB Production volume : 1.19 million MT
CPO price: RM 2309 MT


FGV report plantation profit in Q2 2019 = -RM 54m
FFB Production volume : 1.15 million MT
CPO price: RM 1955 MT


FGV report swing plantation profit from loss -RM 54m to profit +RM 47m, a massive swing of RM 101m, due to CPO price increase RM 354 MT and 0.04MT increase in FFB production


Therefore, based on FGV production FFB and CPO price in Q3, FGV should report improvement in CPO price RM 491 MT and higher FFB production by 13% to give total profit RM 158m, EPS 4.3sen

FFB Production volume in Q3 2020: 1.345 million MT
CPO price in Q3 2020: RM 2800 MT


The real boom Q result will be Q4, in which based on current trend of CPO price, it likely to average about RM 3200 MT, a further RM 400 MT increment will result EPS to 8sen
16/11/2020 4:09 PM

Hng33 is so clever to calculate Feb 2021 result

""The real boom Q result will be Q4, in which based on current trend of CPO price, it likely to average about RM 3200 MT, a further RM 400 MT increment will result EPS to 8sen
16/11/2020 4:09 PM""

IF EPS IS 8 SEN

Hmmm?

Then Annualized

8 x 4 = 32 sen a year

At Rm1.18 that means only 3.68? or 27% yield?

Now what if we assign Glove P/E 30 to FGV?

Then

EPS 8 sen

Annualized 8 x4 = 32 sen

If P/E 30 then 32 x 30

960 Sen or Rm9.60?

IS FGV WORTH RM9.60 IN VALUE?
16/11/2020 7:58 PM

Posted by calvintaneng > 2020-11-16 21:24 | Report Abuse

Ioi report excellent result due to high Ffb prices

Cepat YoY result up a whopping 385%

After Chinteck , bumitama , Wilmar and all other palm oil good results

All the rest will follow in the same bounty

And Nov 2020 will be good to excellent

Then Feb 2021 result will be fantastic to spectacular as cpo racing past Rm3500 a tonne or more

Posted by calvintaneng > 2020-11-17 06:45 | Report Abuse

Another record closing for USA soybean above USD11,500 yesterday in Chicago

Expect Cpo to power up next target of Rm4,000 now within sight

Posted by calvintaneng > 2020-11-17 11:12 | Report Abuse

Excellent start for Dec 2020 fcpo at Rm3528

Bull turning superbull

And this is not just one off but will continue well into Year 2021

Posted by calvintaneng > 2020-11-18 08:50 | Report Abuse

What opportunity Peter had we also have now

We are at the verge of a cpo bull run