Posted by ahlekteogm > 2022-06-07 11:47 | Report Abuse

Calvin Tan, where is your EPS guidance?

Posted by calvintaneng > 2022-06-07 12:20 | Report Abuse

U buy while cheap

Posted by ahbi > 2022-06-07 19:43 | Report Abuse

cyclical stock

Posted by calvintaneng > 2022-06-07 20:04 | Report Abuse

yes got short cycle as well as long cycle

should could be weeks or months

long can be like 7 years of Joseph Egypt famine time

or like oil price rise from year 1970 during Arab oil embargo for 50 years now

now this palm oil bull run looks like going to last a long time more just like Arab oil embargo in the 70s

if World weather havoc last longer who knows palm oil bull can last for a decade

Posted by calvintaneng > 2022-06-07 20:09 | Report Abuse

this time it looks like palm oil prices can be very high for a long time due to

Ukraine & Russian war

2 world war lasted for 6 years from 1939 to 1945

also world population growth while less lands for food and vege oil

also high cost of fertilizer

plus drougt and flood

all these will keep palm oil prices elevated

Posted by calvintaneng > 2022-06-07 20:10 | Report Abuse

then palm oil shares will go up in multi year bull run

Posted by ahlekteogm > 2022-06-07 20:22 | Report Abuse

Ukraine war will not likely affect CPO price. High fertilizer cost will not increase CPO price. Supply & demand will.

Posted by calvintaneng > 2022-06-07 21:12 | Report Abuse

Supply of food and palm oil have limits due to limited lands

Demand by world population growth will be ever increasing

So demand increases while supply decreases prices must go up

Last time in the 1960s one basketful of gombak durians with 25 Big durian fruit inside only cost Rm25

Today one small durian cost Rm30

Posted by calvintaneng > 2022-06-07 21:14 | Report Abuse

Yes 60 years ago
One big durian was only Rm1.00

Today one small durian cost Rm30

Posted by StartOfTheBull > 2022-06-07 21:14 | Report Abuse

Countries around the globe now more interested to invest in weapons than farming. Scarcity of foods can only get worse instead of improving.

Posted by calvintaneng > 2022-06-07 21:16 | Report Abuse

Last time one slice of water melon or papaya is 5 cts

Now is Rm2. 00

Posted by StartOfTheBull > 2022-06-07 21:18 | Report Abuse

https://www.defensenews.com/global/europe/2022/05/31/german-government-tees-up-108-billion-defense-boost-for-a-vote/

Posted by calvintaneng > 2022-06-07 21:20 | Report Abuse

Agriculture has been cheap and abundant for a very long time and everyone took it for granted

Now no more
And not enough

Posted by calvintaneng > 2022-06-08 22:33 | Report Abuse

IN ALL THE WORLD VEGE OIL PRICES ARE IN STRATOSPHERE

PALM OIL PRICES WILL BE ELEVATED AND PROFITS WILL INCREASE BY LEAPS & BOUNDS