Posted by calvintaneng > 2022-02-18 22:05 | Report Abuse

The Largest River On Earth Is In The Sky
https://www.youtube.com/watch?v=VGurBZ0b6nI

China buyng cheap logs from Amazon forest to make cheap plywood and dump them all over the world has now stopped

Because now THERE IS A RIVER IN THE SKY

POSING DANGER TO CHINA (AND MALAYSIA, TAMAN SRI MUDA, SHAH ALAM, EXPERIENCED A ONCE IN A 100 YEARS FLOOD)

Posted by calvintaneng > 2022-02-18 22:10 | Report Abuse

in year 2020 China's Heilongjiang experienced 3 SUPER TYPHOONS WIPING OUT CHINA'S BREAD BASKET

https://www.youtube.com/watch?v=EKSTkmmy3pY

Posted by calvintaneng > 2022-02-18 22:14 | Report Abuse

CHINA GREAT FAMINE (UP TO 55 MILLION PEOPLE PERISHED IN CHINA GREAT FAMINE OF 1960s)

https://en.wikipedia.org/wiki/Great_Chinese_Famine

CHINA IS VERY FEARFUL OF ANOTHER FAMINE
SO CHINA IS HOARDING ALL FOOD GRAIN LIKE NEVER BEFORE (PANIC BUYING BY CHINA WHILE THE WORLD IS OBLIVIOUS)

Posted by calvintaneng > 2022-02-18 22:18 | Report Abuse

LAST YEAR IN CANADA CANOLA CROP FAILED
Drought shrinks Canada's wheat crop to 14-year low, shrivels canola harvest

https://www.ctvnews.ca/canada/drought-shrinks-canada-s-wheat-crop-to-14-year-low-shrivels-canola-harvest-1.5566422

CANOLA OIL JUMPED UP BY EXTRA 50% TO NEW WORLD RECORD OVER USD1,000 (WAS USD600)

See

https://tradingeconomics.com/commodity/canola
to view full price chart click on "all" button

Posted by calvintaneng > 2022-02-18 22:21 | Report Abuse

Soybean Prices Surge as South American Outlook Deteriorates
Drought is pushing prices up, with shortfalls in production expected to boost demand for U.S. beans

https://www.wsj.com/articles/soybean-prices-surge-as-south-american-outlook-deteriorates-11644619550

Not only canola oil is very high and not enough stock - Soybean also very high price as South America in drought

Thus Canola oil & soyoil remain highly elevated will keep CPO Prices very high as well all through year 2022 and beyond

Posted by calvintaneng > 2022-02-18 22:23 | Report Abuse

The World’s Most Consumed Edible Oil Is Facing a Supply Crunch
Malaysian output may only recover in 2Q if migrants allowed in
Market in ‘uncharted waters’ due to record prices, volatility

https://www.bloomberg.com/news/articles/2021-10-25/palm-oil-at-heart-of-edible-oil-boom-to-see-supply-crunch-endure

Posted by calvintaneng > 2022-02-18 22:25 |

Post removed.Why?

Posted by calvintaneng > 2022-02-18 22:27 | Report Abuse

EIA predicts US biodiesel production will expand in 2022, 2023

http://www.biodieselmagazine.com/articles/2517934/eia-predicts-us-biodiesel-production-will-expand-in-2022-2023

Posted by calvintaneng > 2022-02-18 22:32 | Report Abuse

ALL THE ABOVE CONVERGING FACTORS ARE GATHERING UP A FORCE THAT DRIVES UP PALM OIL PRICES LIKE NEVER BEFORE

USHERING IN THE SUPER BULL OF THE CENTURY FOR ALL PALM OIL COMPANIES

Posted by calvintaneng > 2022-02-18 22:34 | Report Abuse

So?

Better don't miss the Palm oil Bull Run https://www.youtube.com/watch?v=Sar6FiqUxts

Posted by gladiator > 2022-02-19 14:33 | Report Abuse

What is the average PE of plantation company during 2006~2007 palm oil bull run?

Posted by Jonathan Keung > 2022-02-19 14:39 | Report Abuse

Holding planter's stock over a year only now can see positive returns. Bull just started after CNY { believed this golden bull super rally has more legs to run }

Posted by calvintaneng > 2022-02-19 15:17 | Report Abuse

gladiator

Taann in year reached Rm6.89
it's P/E 27.3

taken from Stock Performance Guide march 2015 edition

Posted by calvintaneng > 2022-02-19 15:22 | Report Abuse

Sarawak Oil Palm bull run year
2014

Price reached Rm7.02 and P/E 25.9

From what we know in those years Research houses and Analysts assign P/E 20 to P/E 25 for palm oil

that was still reasonable in those palm oil bull run years

not the crazy Tech bull where P/E is 50 to 100

and some don't even have P/E at all

Posted by Johnzhang > 2022-02-19 15:38 | Report Abuse

If PE 20x , SOP fetch $15. Hahaha

Posted by gladiator > 2022-02-19 21:52 | Report Abuse

The good news is so far there is not one plantation company talk about expansion unlike those days. P/E 25 achievable with foreign funds involve plus local funds and retail investor.

Posted by calvintaneng > 2022-02-21 07:31 | Report Abuse

There is little lands out there for sale for new palm oil expansion

The only way for palm oil companies to expand is by taking over other midcap or smallcap listed palm oil listed companies by offering good premium prices like Klk taking over Ijmplant

Posted by calvintaneng > 2022-02-26 15:29 | Report Abuse

SOP can reach Blue Chip status over Rm10.00 as out of it's 300,000 estates over 200,000 acres are now matured prime producing palm oil in the pure upstream

At such high Cpo price over Rm6,000 a ton the best is yet to come for SOP

Posted by gemfinder > 2022-02-26 15:42 | Report Abuse

Sop at least can reach rm8

Posted by calvintaneng > 2022-03-04 08:31 | Report Abuse

Happy morning all

We are in early days of palm oil Superbull run

Top 30 shares still dominated by inferior stocks

Take opportunity to buy more palm oil shares before they get hotter

If not enough cash then CUTLOSS in others and all in palm oil to recover your losses

Palm oil shall turn your past losses into gain

Don't delay anymore

Now is the time!

Posted by Jerichomy > 2022-03-04 18:56 | Report Abuse

Hi

Posted by calvintaneng > 2022-03-04 19:55 | Report Abuse

yes jerichomy