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40 comment(s). Last comment by mahmudkashimj 2 months ago

calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

Cost of Cpo production Rm1,600 per ton

If Cpo Rm3,200
profit is 100%

if Cpo is Rm4,800
profit is 200%

if Cpo is Rm6,400
profit is 300%

Now Cpo still going up to Rm7,000 soon

Top 10 buys are these

1. SOP
2. TSH RESOURCES
3. BPLANT
4. JTIASA
5. BPLANT
6. TAANN
7. IOI CORP
8. SIMEDARBY PLANT
9. FGV
10. HS PLANT

EXCEPT FOR HS PLANT WITH ABOUT 100,000 ACRES ALL OTHERS GOT 200,000 ACRES OR MORE WHICH IS BIGGER THAN SINGAPORE LANDMASS OF 180,000 ACRES

JUST BUY AND HOLD FOR 2022 AND 2023 TO SEE 300% TO 500% UPSIDE

calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

Correction

Number 5 should be THPLANT WITH 240,000 ACRES

s3phiroth

249 posts

Posted by s3phiroth > 2 months ago | Report Abuse

Cost of cpo production can no longer maintain at rm1600 per ton because of high fertilizer price and minimum wage. But then the increase of cost is still no way match the increase of cpo price. So even if production cost raises to rm2000 per ton, Palm oils company still can generate huge profit that no one ever seen before.

It is a no brainer to buy palm oil stock that has plenty of lands to hedge against inflation, somemore these lands able to generate huge cash flow.

ahbah

5,016 posts

Posted by ahbah > 2 months ago | Report Abuse

ALL plantation stocks ... a good buy

investor77

584 posts

Posted by investor77 > 2 months ago | Report Abuse

Noticed Cepat and MHC Plantation is not mentioned. Also curious as to how Plantation Companies are taxed - Excess profit Tax when CPO price over Rm3500? Windfall Tax when annual profit above RM 100 million, and normal Tax of 24 % on Net Profit.

Pinky

2,350 posts

Posted by Pinky > 2 months ago | Report Abuse

Subur Tiasa is hopeless.

You hear it from Pinky before KYY.

gladiator

579 posts

Posted by gladiator > 2 months ago | Report Abuse

MHC should be NO.2

Posted by StartOfTheBull > 2 months ago | Report Abuse

Based on the latest financial reports, in fact MHC and Cepat are the most undervalued plantations stocks at current share price.

i3gambler

568 posts

Posted by i3gambler > 2 months ago | Report Abuse

Should change 'M.Cap/Ha' to '(M.Cap+T.Debt-C.Asset)/Ha'.
If your dun know the management very well, dun buy those small companies that pay very little dividend.

calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

in year 2020 end I bought lots of palm oil stocks including mhc and cepat

After one year my mhc plant went up from 48 sen and over Rm1.00

my Bplant, thplant and Jtiasa all also doubled in prices as well

but after I read Mhc oniy got 52,000 acres of palm oil I sold Mhc and switched all to Tsh resources

Why Tsh Resources?

Because Mhc plant palm oil estates are mostly located in Telok Anson

Those lands are swampy and so quite useless

While Tsh has 4 estates in Kutai which is Now Nusantara the new capital of Indonesia

Each one will appreciate in value year after year like Putrajaya which will be repeated in Nusantara the new admin capital of Indonesia

All holding Tsh resources will in years turn into millionaires and multi millionaires

Director Tan Aik Yong just bought another 16 million Tsh shares at average price of Rm1.643 average for over Rm26 Millions cost

already got 9 million on margin his total margin interest alone is Rm2 millions to Rm3 millions alone per year

if he is willing to buy so much that means very big things are coming for Tsh Resources

skoh888

546 posts

Posted by skoh888 > 2 months ago | Report Abuse

calvin tan koresh, you are really a thick skinned arrogant c.... Who made u god to decide what is right or wrong? u think u god ah? u make money no need to brag. Other people got their point of views...not for u to judge and say who is right or wrong.

joerakmo

741 posts

Posted by joerakmo > 2 months ago | Report Abuse

@Calvin
Get your facts right!

"Because Mhc plant palm oil estates are mostly located in Telok Anson

Those lands are swampy and so quite useless "

Where u think Utd Plt lands are ?They have highest CPO per hectare in whole Malaysia.

LossAversion

1,575 posts

Posted by LossAversion > 2 months ago | Report Abuse

@Calvin, United Plantation oil palm are planted in TI. Talk what?

Berlin

76 posts

Posted by Berlin > 2 months ago | Report Abuse

I think Calvin meant Utd Plt estates in TI are peat soil and no good for housing development ;not that they are no good for oil palm (or coconut). Utd Plt manage their estates efficiently and treat their workers very well. Their little bakery selling delicious bread and bakery products at TI estate is a must visit every time I pass by that area.

Pinky

2,350 posts

Posted by Pinky > 2 months ago | Report Abuse

https://unitedplantations.com/bernam-bakery/

Interesting...

calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

hahaha

I bought mhc plant at 46 sen and sold for over 100% profit to buy Tsh resources

Tsh resources will make 1,000% profit

Posted by William Wang > 2 months ago | Report Abuse

No doubt the CPO price now will bring windfall to all oil palm plantation owners, big or small, but the cost of production had also gone way up. Cost at RM1600 was way back at least 10 years ago, even in those days it can be up to Rm2300 for the less efficient producers. Do not go into just any oil palm company blindly.. try to understand their management properly.
Few points all of us must take note:
1. Does the company shares their bumper profit with their share holders.. do they have the nasty attitude of socialise when losing and privatise when making.. such companies are only for punters.. hit and run.
2. With such unprecedented price, a lot of big players are selling forward since the CPO was at around RM4000.. these big players seldom tell share holders how much of their stock(future) already committed at much lower price.. especially those developing ones, they care about stability and commitment for debt and full development of their land.
3. Even worse if company sold forward but a huge percentage of their FFB is not their own but small holders in their vicinity. These small holders will be given average 'spot price' on the month they deliver.. with price going up, these companies(taking outside FFB) will lose money. Generally, this is reflected in their quarterly financial statement that the revenue is huge compare to the size of plantation.

GOOD LUCK

joerakmo

741 posts

Posted by joerakmo > 2 months ago | Report Abuse

@ william you hit it spot on points 2 and 3

skoh888

546 posts

Posted by skoh888 > 2 months ago | Report Abuse

@joerakmo and william wang....good points brought up. That's what a good discussion should be, balanced and fair. Unlike the brother of david koresh who goes around trying to brainwash i3 readers

stockraider

29,819 posts

Posted by stockraider > 2 months ago | Report Abuse

Lu tau boh ??

Cost of production now is Rm 2200 to Rm 2400.....but every type of other planted competing commodities are already up mah!

Thus the Rm 4000 should be sustainable even if cpo price correct loh!

Yes owner sell fwd....bcos they do not believe cpo can go above Rm 4,000 bcos previously this is the record price loh!

Even if owner sell fwd at Rm 4,000 and now it is at above rm 6,000.....the owner still make more money bcos the previous avg was rm 3200 which already consider lucrative mah!
Now at above rm 6,000 the plantation still make money....base on selling price of Rm 4000 loh!

Companies take outside FFB still make money....bcos normally the conversion Gross margin from FFB to CPO.....is around 15% to 20% mah!

The crusher mills should make monies mah! If cannot make monies why take up the FFB leh?

Johnzhang

2,338 posts

Posted by Johnzhang > 2 months ago | Report Abuse

Hi Calvintaneng , what you said about MHC’s land in Telok Anson are swampy and useless is UNTRUE!
You liquidated MHC around $1.08 many months ago was simply because
Mr Chan Kam Leong , a director who hold insignificant amount of share ,was selling down .
MHC’s about 7,600 acres 0f lands are in Durien Sebatang, chankat Jong and hutan melintang are planted and generating revenue . Some of these lands are freehold and with good development value .
The biggest assets of MHC is the investment in cepatwawasan.

Johnzhang

2,338 posts

Posted by Johnzhang > 2 months ago | Report Abuse

In term of EPS , DY and balance sheet, MHC is more superior than many .

Posted by StartOfTheBull > 2 months ago | Report Abuse

Now I know why he wrote 'MHC was cheap'. That could be also meant by him that it is expensive now.

calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

okok

now latest feedback is

Cpo Cost of production Rm2200 to Rm2400 after factoring in high fertilizer and high labour cost ?

Maybe for the more efficient ones they can still maintain overall cost of production at Rm1800 to Rm2000 a ton

this is still very excellent with Cpo now over Rm6000 a ton which is over 200% gross profit

The more fruitful and bountiful months of Ffb production is now and till End 2022. Plus Fcpo has reached above Rm6,500 per ton all Palm oil companies will be reporting fantastic results for the qtrs of May, August and November 2022
So don't trade for 20% to 30% short term gain

Buy and hold tight for at least 200% to 300% in this palm oil SUPERBULL

stockraider

29,819 posts

Posted by stockraider > 2 months ago | Report Abuse

Correctloh....MHC has plantation estate near TG malim & slim river.....quality land near development area....easily converted to industrial, commercial and residential area...a big potential for mixed development projects loh!

Posted by MuttsInvestor > 2 months ago | Report Abuse

Bought into MHC because of their "ownership" of Cepat Wawasan. Plus Cepatwawasan has significant "under Valued" land/plantations.

s3phiroth

249 posts

Posted by s3phiroth > 2 months ago | Report Abuse

yeah MHC owns 29% of cepat. This shares alone already worth 106mil, which is 40% of MHC's market cap.

Posted by StartOfTheBull > 2 months ago | Report Abuse

The company is not generous in giving out dividend like Innoprise and Kmloong. That maybe the reason it is lagging behind the two. Note that Kmloong latest QR, its EPS is 3.27c only even CPO average price was above RM5,000 in that quarter.

Posted by Raymond Tiruchelvam > 2 months ago | Report Abuse

amazingly ommited out the single most important palm oil counter in the calculations..... KLK, it may not just up 100% but surely its the sturdeast and strongest of all if ever there was a downturn

supersaiyan3

2,890 posts

Posted by supersaiyan3 > 2 months ago | Report Abuse

Calvin, I would say most of the plantation companies do not know what they doing. They have no idea what efficiency mean.

Years ago, I looked at TSH, they say they are using new clones (A, B mixed with clones), that is going to be 50% more productive. The production figures just doesn't add up. (I have some A, B, C, D, but that's not relevant lah). I would say they are slightly better off but not up to 50%.

Its a simple multiplier effect. If you have a big tree that have more leaves and higher percentage of female branches, plus bigger bunches, then you have more yield.

Most companies just do not care, they just have too little ffb and let half of them rot on the tree. (because they do not maintain the roads and plan properly, its difficult to harvest by then).

If you are in west malaysia or sarawak, the soil is so poor and hardly any fruits to be seen.

Its annoying to see people just divide the land area.....

come one, its 2022, learn efficiency.









calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

Palm oil companies have been suffering from low prices for several years until most have been in despair and just struggle to survive those bleak years and therefore their spirits were low and hands were feeble

Now the sudden early upsurge of Cpo from low of Rm2,200 per ton to Rm4,000 per ton have caught them by a big shock and surprise

In Singapore Bumitama and Malaysia Jtiasa sold forward far too early to lock in good prices (not knowing far higher yet ahead to their amazement)

I have called Bumitama in Singapore and they said after locked in period till Mid 2021 last year they will try to sell higher. Also I called up jtiasa and they made the same hasty move thinking prices good already to sell forward but caught by great surprise of prices breaking out into new record after new record

Thus they no longer sell forward and now both Bumitama and Jtiasa are trying to sell "spot" for best prices.

So we see Palm oil companies are all being stirred up in this revival of another Palm Oil SuperBull Supercycle which is still in early days

And these are the bright spots

1. From March 2022 till end 2022 fresh fruit bunch harvests will increase more and more

2. With borders opened we will see the return of Ffb harvesters

3. As both sunflower oil, canola oil are depleted the demand will surge for soyoil and palm oil. Thus the prices of Cpo will sustain at very high prices till all of 2022 and into year 2023

4. Right now Russia war in Ukraine is preventing the farmers from planting the spring crop of canola for year end harvesting. This will greatly reduce supply of canola oil for year 2023

5. High fertilizer cost plus high diesel cost which further increase prices for all Vege oil will further push up palm oil

All these converging factors going to make Palm oil into ONCE A CENTURY SUPERBULL RUN LIKE NEVER SEEN ON PLANET EARTH BEFORE FOR AT LEAST SEVERAL YEARS AHEAD

nicholas99

6,456 posts

Posted by nicholas99 > 2 months ago | Report Abuse

omg

Posted by supersinginvestor > 2 months ago | Report Abuse

Only buy klk n utdplnt..
Others r for ikan bilis to goreng.

calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

Klk or Uplant can only buy in bad times for dividend and not now

Why?

They say in bad times buy good stocks and avoid bad stocks

But in boom times like now you don't buy good stocks but better buy bad stocks

Why like that?

answer:

if bad times 2nd and 3rd liners will drop a lot

in bad times good stocks still pay dividends cannot drop much so price not cheap

In bad times 3rd liners can collapse by 60% to 80%

So in good times good blue chip still holding firm also CANNOT MAKE MUCH MONEY

WHEREAS IN GOOD TIMES THOSE BOMBED OUT 3RD LINERS VERY CHEAP CAN GO UP 300% TO 500%

IT TAKES LONG EXPERIENCE AND REAL KNOWLEDGE TO KNOW THIS TRUTH

THAT IS WHY WE DON'T ADVOCATE BUYING KLK AND UPLANT NOW

THEN?

THEN GO FOR THESE

JTIASA
BPLANT
THPLANT
TSH RESOURCES

ABOVE 4 WILL OUTPERFORM ALL OTHERS

investor77

584 posts

Posted by investor77 > 2 months ago | Report Abuse

Thanks for your comments Calvin. So far only bought 3 of the above in small amount, except THPlant. From observation, TaAnn is very good, as it is constantly on the move up and second is HSPlantation which went up after buying within a short time. Seems IOI Corp is responsive to CPO price movement but its price is lagging compared to others. SHChan is also a laggard.

s3phiroth

249 posts

Posted by s3phiroth > 2 months ago | Report Abuse

Personally i prefer those plantation stocks with small cap but still making money at least 4 consecutive quarters.

Chances that they double or triple in market cap is much higher but with relatively small risk.

calvintaneng

45,975 posts

Posted by calvintaneng > 2 months ago | Report Abuse

Yes, they said risk comes from not knowing what you do

Today Tsh reported over 70,000 tonnes of Ffb(fresh fruit bunches) compared to Feb 2022 63,000 tonnes of Ffb

that means Tsh has seen an increase of Ffb and will continue to see increase of Ffb in coming months

plus sale of Sabah lands will Garner 7.56 sen dividend

with Ffb turning more in harvest can we expect a double digit profit for Tsh resources for next month May 2022 results?

But the best is yet to come

the same applies to Bplant, Hs plant and all others

Palm oil is now in a turnaround uptrend superbull

Posted by mahmudkashimj > 2 months ago | Report Abuse

UNITED PLANTATION GO FOR RM20.00

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