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21 comment(s). Last comment by stockraider 2021-09-03 13:16

cumcumshot

399 posts

Posted by cumcumshot > 2021-09-02 10:39 | Report Abuse

How's that a privatisation plan showed the industry Or that company is promising?
Sometimes a company can be in a deep shit that needs massive restructuring, so the major shareholders want to get it delisted & proceed with the plan.

The only unchanged is, someone has bought a lot palm oil stocks and now publish nonsense reports in hte platform to lure uneducated investors to follow the footsteps.

Evil tactics.

stockraider

29,402 posts

Posted by stockraider > 2021-09-02 10:56 | Report Abuse

Do not get carried away, TH will not privatize this company bcos no money mah!

Govt will not allow them to do it mah!

Maybe Govt may allow TH to sell its plantation to another plantation company loh!

Posted by Philip ( buy what you understand) > 2021-09-02 11:03 | Report Abuse

First time you know calvin tan?

>>>>>>>
The only unchanged is, someone has bought a lot palm oil stocks and now publish nonsense reports in hte platform to lure uneducated investors to follow the footsteps.

Evil tactics.
02/09/2021 10:39 AM

stockraider

29,402 posts

Posted by stockraider > 2021-09-02 11:09 | Report Abuse

To be fair Calvin sifu call on plantations is consider good;

1. Plantation valuation is still under price.
2. Plantations are generating huge operating positive cashflow
3. Plantation lands are good hedge against inflation mah!
4. There are limited supply plantation land available now
5. These companies pays reasonable good dividend mah!
6. The upside is high but the downside is low loh!


Posted by Philip ( buy what you understand) > Sep 2, 2021 11:03 AM | Report Abuse

First time you know calvin tan?

>>>>>>>
The only unchanged is, someone has bought a lot palm oil stocks and now publish nonsense reports in hte platform to lure uneducated investors to follow the footsteps.

Evil tactics.
02/09/2021 10:39 AM

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-02 11:32 | Report Abuse

Philip Philip

You must learn manners

I3 forum people can think for themselves who is right or wrong

The forum is to share all views from both sides

What is evil to you might not be evil for others

The most important thing is

Are we posting facts that are true or not true?

Ask yourself

Is Felda offering to take Fgv private at Rm1.30?

Is Boustead trying to unlock value in bplant?

Is it true that Tsh resources Boss kept up buying Tsh shares from open market?

Did Edgedaily report that Tabung Haji might take private Thplant ?

True or not?

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-02 12:10 | Report Abuse

One more great call

See

IJMPLANT (2216) Rm1.86 Versus HARTALEGA GLOVE (5186) Rm9.98 COMPARE & CONTRAST THEIR PROSPECTS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-05...


On May 5 2021 the above was posted when IjmPlant was only Rm1.86

And then KLK offered to take it private at Rm3.10 (On 10 June 2021)

See https://klse.i3investor.com/blogs/hleresearch/2021-06-10-story-h156613...

May 5 to June 10 only 1 month & 5 days IjmPlant up from Rm1.86 to Rm3.10 (Up 66%)

Is this also called "Evil tactics?"

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-02 13:10 | Report Abuse

Posted by Sslee > Sep 2, 2021 12:47 PM | Report Abuse

Dear calvintaneng,
For plantation to make money you must have economy of scale, fully integrated: upstream ( your own nursery to produce the best planting material for your plantation) midstream (refinery) and downstream (oleochemical, functional fat and consumer products). Logistic, Marketing and ESG.

Plantation division like QL will forever not making good money



You are correct!

That is why Philip with only mediocre knowledge knows very little about Palm Oil business and bought the overvalued Ql

If i remember you said you were working as engineer or chemist or scientist in an Indonesia Palm OIl Company?

Eastern686

470 posts

Posted by Eastern686 > 2021-09-02 13:24 | Report Abuse

Philips also talked nonscence and speak against and play down down Chinese achievement (especially our forefathers in Malaya time) in his telegram group. Shitty person indeed.

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-02 13:26 | Report Abuse

Aiyoo he so bad?

Hope he repent and change his way

Anyway look at this nice video

https://www.tsh.com.my/video/

beluga

140 posts

Posted by beluga > 2021-09-02 13:55 | Report Abuse

agree. plantation is still a good bet. most likely we will see more activities, consolidations, privatisations, mergers and acquisitions in the palm oil plantation industry. The way forward is economies of scale to compete globally. I think the big boys will always look out to buy small plantation companies or land if the price is right. last time i bet on this very small plantation in sabah called goldenland bhd. felda fgv bought goldenland bhd assets in sabah for 650 millions. after that the company distribute it as special dividend and reinvest in new palm oil plantation in indonesia.

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-02 14:08 | Report Abuse

Correct!

Many other Palm Oil Plantation stocks were taken over and absorbed into Bigger Ones or just taken private like Golden Hope Plant, Austral Enterprize, Tradewind, TMakmur, Kulim, Kwantas & many others

With Cpo now at historic high again can expect more M&A among Plantation Companies soon

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-02 14:13 | Report Abuse

Posted by Sslee > Sep 2, 2021 1:53 PM | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2019-02-02-story-h1457009...
Love our Palm Oil. Part I: Palm Oil

https://klse.i3investor.com/blogs/Sslee_blog/2019-02-03-story-h1457009...
Love our palm oil. Part II: Oil palm tree

Oil palm tree
The Oil Palm Tree (Elaeis guineensis jacq) originated from the tropical rainforest region of West Africa.
So may I ask leno and i3lurker what is so wrong when you planted millions of forest trees (Palm tree) compare to bigger larger land clearing and planted a seasonal crop(soya crop) and then leave the land bare in between planting season?

Note: Oil palm tree cultivation in Indonesia had brought development into rural area by:

Direct employment opportunities (Every 10 hectare 1 direct employment) which in turn support direct employee whole family livelihood.
Plantation development brought in much needed infrastructure and amenities facilities (Road, banking system, mini-market, medical, school and etc)
Plantation companies provide support, finance and management know how for private own small holders.
Plantation activities generating others economic activities for local communities and allow local small business to flourish.
Plantation water reserve area and fire fighting team readily available water resource to fight any bush/forest fire during severe drought situation.
Plantation companies's conservation and rehabilitation program on HCV areas to restore and preserve the beauty of flora and fauna at its pristine natural environment.
Plantation companies (RSPO) commitment for sustainable and responsible planting and to protect the forest reserve area and animal sanctuary.
Plantation companies bringing development/employment/economic activities to empower rural local communities so that less people migrate to big town for employment thus lesser the infrastructure stress on big towns.

So my questions what benefit have cultivation of other seasonal oil crops had brought to the local communities besides benefitting the rich owner, bank, fertilizer, weed killer and seed supplier? How much of these harmful chemicals will eventually going into river system? And per hectare basic, base on mass balance of carbon atom your cultivation activities had

EXCELLENT!

Better and better pointers for the goodness of Palm Oil

Clap!

Clap!!

Clap!!!

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-02 14:17 | Report Abuse

Sslee

I am glad, I growth up to become an engineer and now working for PT MM, a fully integrated palm oil corporation that subscribed fully to the principles of RSPO and committed to the production and use of sustainable palm oil for People, Planet and Prosperity. We are in an industry that brings benefit and prosperity to all stakeholders.

Our plantation division planted million and millions of palm trees in a responsible and sustainable way so that our mother Earth can breathe a little bit easy. ((Note: Tree/plant through a process called photosynthesis utilizes the energy of sunlight and capture CO2 from the atmosphere and H2O from the ground water and convert it into Hydrocarbon building block (Basic HC building block that started and sustain all living creature on this World and releasing O2 back to the atmosphere.)). Our conservation and rehabilitation program on HCV areas will allow thousands if not millions of our next generation children to enjoy the beauty of flora and fauna at its pristine natural environment. Our social responsible program of building kindergarten, school and giving bursary to students will help thousands and thousands of local communities children to build a better tomorrow for themselves and their family through better education. Our small holder program of given financial assistance and managing small holder plantation for them had enable thousands of previously landless farmers to own land and uplift their living standard.

Our mid stream operation produce an affordable healthy cooking oil and specialty fat so that millions of peoples do not need to go hungry tonight and many more millions of overeat and fat peoples can still remained healthy.(Note: If not for palm oil, many food items will be unaffordable to millions of peoples)

Our downstream Oleo Chemical operation produce renewable, biodegradable and edible environment friendly natural chemical at competitive pricing so that our customers can turn it into an affordable hygienic, cosmetic, health and consumable product that enable millions of peoples to be healthy, look good, smell good and feel good.

We believe we are “Enriching others at the same time enriching ourselves” a Must Do Principle. It is this believes that drive us to do more, to do our best, to be the best and passionate about our work. Together we do make a different to this world. That a life worth living for.
02/09/2021 2:07 PM

Our friend SSLee works as a Chemical Engineer in a great Plantation Company

ESG hype against Palm oil is overdone! Just ignore them & keep invested.

stockraider

29,402 posts

Posted by stockraider > 2021-09-02 14:56 | Report Abuse

I think Philip is refering to himself loh!

This Philips always want to win on everything mah!


Posted by Philip ( buy what you understand) > Sep 2, 2021 2:48 PM | Report Abuse

Calvin tan always want to win everything, but he doesn't dare to show his actually investment portfolio results. What does that tell you? He talks but no performance.

bulldog

10,983 posts

Posted by bulldog > 2021-09-02 16:59 | Report Abuse

Accumulation in progress

Huat chaiii

gladiator

555 posts

Posted by gladiator > 2021-09-02 17:01 | Report Abuse

WTK, Rsawit, TDM without profit..Jtiasa next? Plantation is ok but do not deserve daily promotion like glove in 2020

calvintaneng

45,215 posts

Posted by calvintaneng > 2021-09-03 00:50 | Report Abuse

Gladiator

There are only 8 established glove companies in Malaysia but there are 30 to 40 Palm oil companies directly and indirectly listed in Klse

Palm oil employs more people than steel or tech

So since Cpo now up by more 100% there is nothing bigger than palm oil business for Malaysia now more than others

stockraider

29,402 posts

Posted by stockraider > 2021-09-03 09:50 | Report Abuse

Just buylah

stockraider

29,402 posts

Posted by stockraider > 2021-09-03 13:16 | Report Abuse

Why sifu calvin call on buying into plantations relentlessly are very sound investing advice loh?

Yes buy what u understand loh!

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!

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