Posted by calvintaneng > 2021-10-06 22:50 | Report Abuse

https://www.youtube.com/watch?v=Sar6FiqUxts

Posted by Mabel > 2021-10-07 08:40 | Report Abuse

Meow Meow Meow Calvin!

Posted by Mabel > 2021-10-07 08:40 | Report Abuse

Three-quarters of global energy demand is still met by fossil fuels, with less than a fifth by non-nuclear renewables. The rest will be coming from our Plantation Bio Fuel and Malaysia is the 2nd Biggest Exporter of Palm Oil.

Crude palm oil (CPO) futures price rose to RM5,000 a tonne for the first time on Tuesday. Our palm oil exports is expected to grow by 39% m-o-m and 0.3% y-o-y in September 2021 to 1.62 million tonnes, likely due to higher exports to India, China and the EU (European Union)

Meanwhile Fossil Energy prices continue to surge to fresh records as renewed fears stoke panic of the worst shortage in decades. India has warned it has only four days of coal reserves left, German power plants are running out of fuel and China just unloaded an Australian coal shipment despite an import ban and icy relations. Supply is just not there as economies rebound from a pandemic-induced lull, while problems like logistical logjams and transport bottlenecks are adding to the pressure.

Bigger picture: OPEC+ didn't come to the rescue yesterday as the group decided to continue its original plan of gradually releasing 400,000 additional barrels of oil per month. That's despite calls from world leaders, including the White House, to bring more crude on to the market and keep a lid on prices.

It's looking good guys from both Frontiers. Mabel Energy Battleships and Supertankers as well as Bio Fuel Plantation are cruising at full speed.

Meow Meow Meow

Posted by calvintaneng > 2021-10-07 09:28 | Report Abuse

Happy morning to you Mabel

Posted by Sebastian Power > 2021-10-07 10:22 | Report Abuse

@Calvin, I found SOUTHERN ACIDS (M) Bhd also great value involved in palm oil and also with lots of prime land. How you think?

Posted by stockraider > 2021-10-07 11:04 | Report Abuse

Just buy lah!

Farmland very safe mah!

Posted by stockraider > 2021-10-07 12:50 | Report Abuse

I think SAB got more than 12k ha of palmoil in indonesia loh!

And it has more than 3000 acres of plantation land, at prime property development area in kota kamuning shah alam mah!


Posted by calvintaneng > Oct 7, 2021 12:46 PM | Report Abuse

Sebastian

Southern Acids is more into downstream oleochemical and other businesses

it has less than 1,000 acres of palm oil

Cpo high prices will benefit upstream the most

Go for those with VERY LARGE PALM OIL LANDS LIKE

THPLANT (240,000 ACRES)
SOP (300,000 ACRES)
BPLANT (220,000 ACRES)
JTIASA (206,000 ACRES)

TAANN: IT OWNS SWLPLANT

TSH RESOURCES: IT IS ALSO TOP 2ND HOLDER OF INNOPLANT

ALL ABOVE GOT OVER 200,000 ACRES EACH

SPORE LAND MASS IS 180,000 ACRES

SO IMAGINE HOW BIG THESE LAND HOLDERS

Posted by calvintaneng > 2021-10-07 12:52 | Report Abuse

Sebastian

Southern Acids is more into downstream oleochemical and other businesses

it has less than 1,000 acres of palm oil (too small)

Cpo high prices will benefit upstream the most

Go for those with VERY LARGE PALM OIL LANDS LIKE


SOP (300,000 ACRES)
THPLANT (240,000 ACRES)
BPLANT (220,000 ACRES)
JTIASA (206,000 ACRES)

TAANN: IT OWNS SWKPLANT

TSH RESOURCES: IT IS ALSO TOP 2ND HOLDER OF INNOPLANT

ALL ABOVE GOT OVER 200,000 ACRES EACH

SPORE LAND MASS IS 180,000 ACRES

IT TAKES ONE HOUR TO DRIVE FROM TUAS WEST TO CHANGI AIRPORT EAST
AND 40 MINUTES TO DRIVE FROM WOODLANDS NORTH TO SENTOSA ISLAND SOUTH OF SINGAPORE


SO IMAGINE HOW BIG THESE LAND HOLDERS ARE

Posted by calvintaneng > 2021-10-07 12:54 | Report Abuse

See this

OIL PALM STOCKS IN Bull Run Time: Those Prepared with Biggest Capacity Will Always Excel More Than Others, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-23-story-h1571677668-OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_Biggest_Capacity_W.jsp

Posted by stockraider > 2021-10-07 12:56 | Report Abuse

DO NOT LET CALVIN MISLEAD U LOH!

I think SAB got more than 12k ha of palmoil in indonesia loh!

And it has more than 3000 acres of plantation land, at prime property development area in kota kamuning shah alam mah!


Posted by calvintaneng > Oct 7, 2021 12:46 PM | Report Abuse

Sebastian

Southern Acids is more into downstream oleochemical and other businesses

it has less than 1,000 acres of palm oil

Cpo high prices will benefit upstream the most

Go for those with VERY LARGE PALM OIL LANDS LIKE

THPLANT (240,000 ACRES)
SOP (300,000 ACRES)
BPLANT (220,000 ACRES)
JTIASA (206,000 ACRES)

TAANN: IT OWNS SWLPLANT

TSH RESOURCES: IT IS ALSO TOP 2ND HOLDER OF INNOPLANT

ALL ABOVE GOT OVER 200,000 ACRES EACH

SPORE LAND MASS IS 180,000 ACRES

SO IMAGINE HOW BIG THESE LAND HOLDERS

Posted by CCWONG > 2021-10-07 13:03 | Report Abuse

Actually when crude oil was at USD30/barrel to USD40/barrel, all oil producing companies froze their expansion plans and also came the Covid-19 pandemic which added salt to the wounds, resulting in shotfall of crude oil in the market.

The Saudis want to revalue their corporatised investments at USD2.0 Trillion now in view of the increase price of crude oils.

So, fuel supply especially in West have fallen short.

Also, ESG, etc making bio-fuel as a quicker alternative.

Thus, commodities' prices stay high for feel into this shortage of fuels.

Posted by stockraider > 2021-10-07 13:06 | Report Abuse

it is ok since unintentional loh!

SAB main value is its plantation land in indonesia, the sizeable cheap development land in prime location kota kemuning shah alam, its oleo chemical plant in klang call southern acid & it own a highly profitable hospital in klang mah!


Posted by calvintaneng > Oct 7, 2021 1:02 PM | Report Abuse

Oh sorry

Sifu Raider is correct!

I double check

Southern Acids got 20,000 acres of oil palm lands in Indonesia
I overlooked

Posted by calvintaneng > 2021-10-07 13:06 | Report Abuse

Oh sorry

Sifu Raider is correct!

I double check

Southern Acids got 20,000 acres of oil palm lands in Indonesia
I overlooked

But no 3,000 acres in Kota Kamuning

Stated there in 2021 Annual Report Southern Acids own 644 acres in Kampung Jawa, Klang

In any case total still about 30,000 acres which is rather small

GO FOR THE ONES WITH THE MOST PALM OIL LANDS OVER 200,000 ACRES LIKE THPLANT, TSH RESOURCES, TAANN, SOP, BPLANT, JTIASA & FGV STILL THE BEST FOR NOW

Posted by stockraider > 2021-10-07 13:26 | Report Abuse

REMEMBER

The key is SAB already highly profitable even palmoil price is at Rm 2000 & above Rm 4000 SAB will be highly profitable mah!

Posted by calvintaneng > 2021-10-07 13:43 | Report Abuse

See KM Loong example will know about Cpo downstream

KMLOONG Said when Cpo prices were low they made more from milling and less from FFB (fresh fruit bunches)

Now Cpo very high prices their Oil Palm will earn more than milling

Read this article below Very Very Carefully all will KNOW THE TRUTH

Kim Loong Resources eyes record year amid high CPO prices (The Lessons Revealed From Edgedaily Interview with KM Loong, Comments by Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-28-story-h1570606253-Kim_Loong_Resources_eyes_record_year_amid_high_CPO_prices_The_Lessons_R.jsp

Posted by Sebastian Power > 2021-10-07 14:28 | Report Abuse

@stockrider, you are right!

Posted by calvintaneng > 2021-10-07 18:57 | Report Abuse

SAcids ok

from here can make 20% to 30%

Still we go for pure upstream palm oil companies best

During Ogse Bull run of 2019 Upstream maintenance can make 300% to 500%

Last year True Medical glove stocks up from 500% to 1,000%

So we must zero in one the very best pure upstream palm oil shares now