Remember 2 of the world most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!
U can emulate them now too mah....!!
Thats why the 2 richest savvy investors have taken note the point of concern that palmoil & commodity price cannot going up forever like the case of glove & eventually the commodity price will also fall 1 day mah!
To address this issue or concern w.buffet & bill gates, say buy farmland & palmoil plantation, even the commodity price fall, u still have great protection on the value of cheap plantation land & farmland mah..!
If u buy into cheap land, u have both margin of safety accorded by cheap land plus prospect of reaping great profit from high palmoil price loh!
Thus u should Quickly Buy into palmoil plantation now, b4 its price shoot up mah!
Time to be a little bit more contraian in view of mkt at reasonable high level mah!
Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!
Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah! Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!
Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!
As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!
But this up 1 to 2 sen is chicken feed mah, why up so little leh ??
Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah! Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!! That means if u base on profit...as indicator that means the share price will be lagging loh!
Then why promote Wtk leh ?? 1. The owner , directors and insiders already accumulating quietly without fanfare mah! 2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah! 3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh! 4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah! 5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!
Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!
Palm oil is a wrong agricultural product. It is the number one enemy to environment. Continuous air pollution from open burning in plantation and forest fires elsewhere brought the pandemic to teach us a lesson.
if i'm not wrong, grow cocounut is easier than palm oil...so, many indian opt for coconut....less water also ok unlike palm...adverse whether can affect palm output...needs somemore expensive fertilizer...susah mau jaga la
Provided u grow the short short stunted type of coconut loh...!!
But this are grow more the coconut water than oil mah!
Posted by chinaman > May 12, 2021 2:36 PM | Report Abuse
if i'm not wrong, grow cocounut is easier than palm oil...so, many indian opt for coconut....less water also ok unlike palm...adverse whether can affect palm output...needs somemore expensive fertilizer...susah mau jaga la
whatever things price go up will come down This is the cyclical . currently Palm oil price now is the peak price & how much still can go up? 6K, 7K,8K ? Like DJ index now is the peak. You r looking at current but i looking for future.haha
A cyclical product can and do become a non-cyclical industry later
Or can we say the progress of mankind brings out new demand which make cyclicals more permanent
Let Calvin explain
See how energy changed over the years
1. Ship powered by human strength
In ancient times the feared Vikings powered their ships by sheer human strength to plunder and attack others
So we have Power from Human Strength Same applies to dragon boat race in Hong Kong
2. Ships powered by Wind
These are Sail ships powered by Wind Vasco Da Gama and Ferdinand Magellan discovered new continents by Sailing round the earth finding new lands
Wind power is seasonal Only when the wind is blowing in the right direction
3. Ships powered by Coal See the Titanic. It has 3 Funnels that discharge smoke from burning coal
4.Then from Coal energy changed to Petrol or Diesel which are fossil fuel
This is a structural change for Saudi Arabia and the entire middle east They became very rich due to the demand for crude oil
5. Now is Biofuel from plant based energy like ethanol from sugar, Corn and Soy Of course this is used in Cars but later will move to power ships
So now Palm oil biodisel being a clean energy will replace fossil fuel. Just as crude oil displaced coal before Biodisel being carbon neutral and contain no sulphur will be the New Energy
As such just as Saudi Arabia and Middle eastern nations became wealthy due to oil we can expect both Malaysia and Indonesia Palm oil to rise in prominence
This is the Structural change that make Palm oil less cyclical
Palmoil is 7 times more efficient than soya bean loh!
Just imagine without palmoil....u need 7 times more the size of palmoil estates, to produce equivalent volume of soya bean oil to replace palm oil, that means u are damaging 700% more of the environment mah!
Posted by MuttsInvestor > May 13, 2021 11:19 AM | Report Abuse
ENEMY NUMBER ONE to TO ENVIRONMENT ============ HUMANS ( Animals are MUCH more Environment Friendly ) ......... So ... Remove HUMANS from This World ???
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
bulldog
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Posted by bulldog > 2021-05-11 19:18 | Report Abuse
Thanks Calvin
Huat chaiii