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13 comment(s). Last comment by stockraider 2022-05-19 08:40

calvintaneng

53,355 posts

Posted by calvintaneng > 2022-04-30 23:47 | Report Abuse

Current Cpo price is Rm7100 and cpo future even higher above Rm7690

Suppose cost of Cpo production is Rm1600

Cpo at Rm3200
Profit is 100%

If Cpo Rm4800
Profit 200%

CPO RM6, 000
PROFIT 300%

Cpo possible to reach Rm8000

Profit will be 400%

So much profits rolling in?

Share prices of palm oil will hahaha!!

calvintaneng

53,355 posts

Posted by calvintaneng > 2022-05-01 18:51 | Report Abuse

Some people still think Cpo can fall back to Rm2,000 which is NOT TRUE OR POSSIBLE FOR THESE REASONS

After 50 Years since the 1970s Oil Shock Crude oil has seldom return to its USD20 plus lows

See 70 year chart
https://www.macrotrends.net/1369/crude-oil-price-history-chart

The game changer 50 years ago was the Arab OIl Embargo

The game changer now is Palm oil's turn

Chagrin with Relentless lies by Esg against Palm oil Indonesia has decided to ban palm oil export to push up prices

Since 2018 for four years due to Green peace Attack Indonesia & Malaysia have stopped converting palm oil from forest, peat soil or lands near river.

So while world population increased by another 320 millions (Each year population up by 1% out of World 8 Billion people)

is 80 millions

80 millions x 4 years = 320 Million (Entire population of USA) while there is not a corresponding of supply

SO CPO PRICES WILL FROM NOW REMAIN ELEVAED DUE TO POPULTION INCREASE, PRODUCTION CURBED BY ESG ATTACK, HIGH FERTILIZER COST, ADVERSE WORLD WEATHER

JUST INVEST AND HOLD PALM OIL LONGER TERM AS A HEDGE TO HIGH INFLATION YET TO COME

DickyMe

14,384 posts

Posted by DickyMe > 2022-05-01 22:05 | Report Abuse

Waiting for massive crash. All the signs are playing out well.

calvintaneng

53,355 posts

Posted by calvintaneng > 2022-05-01 22:09 | Report Abuse

Hahaha

I thought who gave a comment ?

it turns out the same insane fella calling for a crash when things are CLEAR AS CRYSTAL NOW FOR ALL WHO GOT EYES TO SEE.

LOL!!!

Posted by StartOfTheBull > 2022-05-01 22:53 | Report Abuse

This fella has nothing better to do, throwing stones in i3 forums.

stockraider

31,556 posts

Posted by stockraider > 2022-05-02 00:21 | Report Abuse

Memang benar 2008....Fcpo drop from Rm 4000 to Rm 1500 a drop of 62.5% loh!
That time min gaji in 2008 is only Rm 500 mah!
Now gaji Rm 1500 mah! To drop back by 62.5% gaji will need to drop back to Rm 563 mah!

Impossible loh...gaji will never drop back even to Rm 1200 loh!

Now coming back palmoil....if gaji cannot even drop back even to Rm 1200 in the next 5 yrs do u think palm oil can drop from Rm 7,400 to Rm 2761 meh ??

Impossible mah....even it drop back to Rm 4,000 it is quite difficult loh!

Thus must have logic by taking inflation into account mah!

Your father time 5 sen....can buy chicken rice....today u need rm 7.50....can chicken rice drop back to 5 sen per plate leh ?? Impossible mah!

calvintaneng

53,355 posts

Posted by calvintaneng > 2022-05-02 07:44 | Report Abuse

Inflation and hyperinflation will be coming due to the synchronized money printing by USA, Japan, EU and almost all other nations debasing paper currencies

calvintaneng

53,355 posts

Posted by calvintaneng > 2022-05-02 07:48 | Report Abuse

Palm oil has a double protection against the ravages of high inflation

1. Cooking oil rise will benefit palm oil directly

2. The underlying assets on which palm oil are grown are lands

Lands which can only appreciate with population growth and the ever expanding infrastructure that opens up value

Plus North south highway, Ecrl and Pan Borneo highways have all added value to palm oil estates in their expanding route

Bill Gates, Jeff Bezos and even Warren Buffet likes farmlands

Wizman

51 posts

Posted by Wizman > 2022-05-02 23:04 | Report Abuse

We can expecting POWERFUL Palm Oil Super-Bull 2022-2023 with unprecedented historical high CPO in our life-time 6,000-7,000-8,000 tone 2022 & 2023 [no more cheap CPO for many years to come]. Retail investors buy palm oil stocks maximize possible to hedge severe global inflation+global food crisis+weaker currency RM. Deposit money FD in banks only get very low interest & depreciate value...Investing in palm oil stocks can enjoy at least 100% and more return, plus 5%-10% dividends. Furthermore, most palm oil stocks are severe UNDERVALUE....Buy & Hold Palm Oil Stocks sure win big 2022-2023!!!

stockraider

31,556 posts

Posted by stockraider > 2022-05-03 12:03 | Report Abuse

Remember loh!

The current Plantation share price valuation is based on CPO Rm 4000 mah!

If CPO sustained above Rm 4000 for say 1 year....a very big rerating is coming mah!

For your info....the current CPO is above Rm 7000 mah!

Posted by StartOfTheBull > 2022-05-03 15:00 | Report Abuse

https://edition.cnn.com/2022/05/02/business/gcc-food-security-mime-intl/index.html
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*A strategy that gained popularity and unwelcome attention after 2008 was the purchase of cheap farmland abroad. Saudi Arabia was among the leading Gulf states investing in overseas agriculture in countries like Sudan, Kenya and Ethiopia after reducing wheat production by about 12.5% annually in 2008 to save the kingdom's scarce water supplies. The practice has been criticized by activists for allegedly denying impoverished farmers access to farmland and resources*
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If local funds dislike plantations stocks foreign funds maybe very happy to buy and indirectly own some local farmlands.

calvintaneng

53,355 posts

Posted by calvintaneng > 2022-05-19 01:04 | Report Abuse

Msci has included 2 palm oil stocks : Tsh and Taann out of 6 selected

that means Foreign Funds gave 33% weightage to palm oil

thus this time of weakness is best opportunity to add more

stockraider

31,556 posts

Posted by stockraider > 2022-05-19 08:40 | Report Abuse

Correctloh Palmoil plantation is the best way to hide mah!

U r effectively involve with food production mah!

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