Posted by calvintaneng > 2022-07-10 22:36 | Report Abuse

SOP RECORD PROFITS WILL FURTHER REDUCE ITS P/E TO BELOW 3

CHEAPEST AND STRONGEST GROWING PALM OIL CO NOW

Posted by calvintaneng > 2022-07-10 22:47 | Report Abuse

TSH LATEST NEWS

According to One e-mail enquiry to TSH the recent ban of Cpo export from Indonesia did not affect TSH as it sold most of its Cpo to its JV Partner Wilmar which export Downstream cooking Oil to China by the most popular brand called "Golden Dragon Fish Cooking oil or "AROWANA BRAND"

So TSH Should report another great Quarter Results

https://www.wilmar-international.com/annualreport2020/04-acc-growth-in-china.html

https://www.tsh.com.my/milling-and-refinery/

Posted by calvintaneng > 2022-07-10 22:55 | Report Abuse

TAANN WILL BENEFIT FROM HIGH CPO PRICES & HIGHER EARNINGS FROM SWKPLANT

PLUS ITS PLYWOOD EXPORT TO JAPAN WILL SKYROCKET UP DUE TO JAPAN BANNING RUSSIAN PLYWOOD

See

In fact, affected by the situation in Russia and Ukraine, Japan’s timber prices have risen sharply recently.

https://klse.i3investor.com/web/forum/forum-thread/600764518

Posted by calvintaneng > 2022-07-10 23:02 | Report Abuse

SIME DARBY GOING THROUGH M&A

NEXT WILL BE SIMEDARBY PLANT (KWAP LOADING UP 1 MILLION SIMEPLANT SHARES SEVERAL DAYS ALREADY)

SIMEPLANT HAS LOTS OF DEEP VALUE ASSETS BEING A 200 YEAR OLD CO

ITS LANDS IN SELANGOR & ALL PARTS OF PENINSULAR HAVE AN AMAZINGLY LOW BOOK VALUE OF ONLY RM12,000 PER ACRES

MARKET VALUE IS 20X (TIMES MORE AT RM250,000 PER ACRE)

PETALING JAYA (April 2): Sime Darby Plantation Bhd (SDP) is seeking sale of some 4,300 acres of freehold estate land in Peninsular Malaysia, which they estimate will bring in RM1 billion.

The Star reports that industry experts peg the sale price between RM200,000 and RM250,000 per acre, the higher band of valuation for brownfield plantation land.

“The reserve price is believed to be at an average of RM200,000 per acre, which is on the higher side of recent transactions

https://www.edgeprop.my/content/1505114/sime-darby-dispose-rm1bil-freehold-estate-land

Posted by calvintaneng > 2022-07-10 23:04 | Report Abuse

BPLANT ALSO FULL OF VALUE

ITS PRAI LANDS ALONE WORTH ALMOST RM1 BILLIONS

NTA OF BPLANT IF REVISED SHOULD RISE OVER RM2.00

Posted by calvintaneng > 2022-07-10 23:05 | Report Abuse

THPLANT WILL WITNESS RECORD PROFITS




AFTER DEBT TAKEN CARE OF BY RM300 MIL FRESH SUKUK LOANS HOPE ITS DIVIDENDS WILL RESUME

Posted by calvintaneng > 2022-07-10 23:06 | Report Abuse

JAYA TIASA SHOULD RECORD A FANTASTIC QUARTER

JAYA TIASA = GIANT TREASURE = GIANT PROFITS

Dividends & Free Bonus please go make request

Posted by calvintaneng > 2022-07-10 23:07 | Report Abuse

FGV Full of Golden Value

P/E now below 4

Posted by calvintaneng > 2022-07-10 23:09 |

Post removed.Why?

Posted by calvintaneng > 2022-07-10 23:15 | Report Abuse

IOI CORP HAS CASH HOARD RM2.3 BILLIONS & READY TO EXPAND BY WAY OF NEW ACQUISITION OF BROWN FIELD PALM OIL LANDS

Posted by calvintaneng > 2022-07-10 23:49 | Report Abuse

OK TAANN Will see Plywood Prices in Japan jump up by 60% due to shortage after banning Russian Red wood for Veneer Plywood

See
http://www.plywoodinspection.com/japan-will-ban-the-import-of-some-russian-timber/

Taann Insider Boss been collecting

DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 04-Jul-2022 Acquired 40,000 3.912
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 01-Jul-2022 Acquired 40,000 3.995
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 30-Jun-2022 Acquired 80,000 4.033
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 29-Jun-2022 Acquired 30,000 4.080
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 21-Jun-2022 Acquired 5,000 4.130
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 20-Jun-2022 Acquired 25,000 4.224
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 17-Jun-2022 Acquired 10,000 4.240
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 16-Jun-2022 Acquired 40,000 4.457
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 15-Jun-2022 Acquired 33,000 4.451
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 14-Jun-2022 Acquired 32,000 4.583
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 13-Jun-2022 Acquired 80,000 4.714
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 10-Jun-2022 Acquired 50,000 4.830
DATUK AMAR ABDUL HAMED BIN HAJI SEPAWI 09-Jun-2022 Acquired 1,700 4.900

Posted by calvintaneng > 2022-07-11 08:32 | Report Abuse

calvintaneng

limitup4u

calvin, everyone know that august they will report a fantastic result.
but the concern will be the next few qr. Now is like glove, where everyone know it going to report a record breaking qr but the share price is still dropping. Because ppl know after this, is going to be all the way down. If you insisting long term for few years. Glove could make a come back from it also

21 minutes ago


Calvin has fully studied Glove Versus Palm oil

Glove runaway success that created Glove Billionaires awakened China Giant

China built Bullet train criss crossing China & built 1000 beds hospital in China

So China has built many many new glove factories IN TOTAL GLUT NOW LEADING TO PRICE WAR

See

By August Glove will report more Horrendous Losses while Palm Oil will Report Spectacular Profits

Why Palm oil after Aug will still be good?

3 Reasons:

1) Although CPO has softened to Rm4000 to Rm4200 range it might still move higher to Rm4500 - Rm5500 range as Ukraine War impede Sunflower, Drought now in US High Plain impact Soy & Canola & Indonesia manate B30 to B35 for Biofuel

And No China factor as Palm oil takes 5 years to grow and turn into 1st drop of cooking oil

So if all Competing Vege oil high There is no way CPO will fall like glove

2) Now since Cpo weakened we see Natural Gas (Nitrogen ferlizer) also weakened in tandem
So Cost of Cpo production drop back below Rm2000

At Rm4000 to Rm5000 for CPO the PROFIT STILL VERY EXCELLENT AT 100% TO 200%
(Gloves will see 10% to 20% losses by China price under cutting)

3) While Cpo price sustain at Rm4000 to Rm5000 range two very favorable factors emerge

i) MOST FRUITFUL MONTHS OF FFB FROM NOW TILL YEAR END
ii) RETURN OF INDON FRUIT HARVESTERS

SO THERE WILL BE A VERY BOOSTED RISE OF FFB

THESE WILL STILL CONTRIBUTE TO FANTASTIC PROFITS FOR ALL PALM OIL CO

AND BULL RUN CONTINUES INTO YEAR 2023/ 2024 & 2025 WITHOUT CHINA OR ANY COMPETITOR IN SIGHT

Posted by calvintaneng > 2022-07-11 12:15 | Report Abuse

And even if there is new planting of palm oil it will take at least 5 years to see any harvest till year 2027

Plus also since year 2018 till now both Malaysia and Indonesia banned convert of palm oil from forest

While no additional palm oil estates the population of the world still grow by 80 mil yearly (1% out of 8 billion on earth) 4 years mean 320 million

By year 2027 another 400 million more babies to be born

Demand will further push up prices

Posted by VTrade > 2022-07-11 14:02 | Report Abuse

Great minds repeated about ideas
Good minds about accepting idea
Good minds build up good people
Good people able to accept idea

Good people have no weak minds
Good people listen to good minds
Good people have good ideas
Good people have good minds

Great people have good idea

Posted by StartOfTheBull > 2022-07-11 14:09 | Report Abuse

Vtrade I give you a 'like'.

Posted by StartOfTheBull > 2022-07-11 14:09 | Report Abuse

Vtrade I give you a 'like'.

Posted by calvintaneng > 2022-07-11 15:47 | Report Abuse

Luke 6: 45
King James Bible
A good man out of the good treasure of his heart bringeth forth that which is good; and an evil man out of the evil treasure of his heart bringeth forth that which is evil: for of the abundance of the heart his mouth speaketh.

New King James Version
A good man out of the good treasure of his heart brings forth good; and an evil man out of the evil treasure of his heart brings forth evil. For out of the abundance of the heart his mouth speaks.

New American Standard Bible
The good person out of the good treasure of his heart brings forth what is good; and the evil person out of the evil treasure brings forth what is evil; for his mouth speaks from that which fills his heart.

NASB 1995
“The good man out of the good treasure of his heart brings forth what is good; and the evil man out of the evil treasure brings forth what is evil; for his mouth speaks from that which fills his heart.

NASB 1977
“The good man out of the good treasure of his heart brings forth what is good; and the evil man out of the evil treasure brings forth what is evil; for his mouth speaks from that which fills his heart.

Amplified Bible
The [intrinsically] good man produces what is good and honorable and moral out of the good treasure [stored] in his heart; and the [intrinsically] evil man produces what is wicked and depraved out of the evil [in his heart]; for his mouth speaks from the overflow of his heart.

Christian Standard Bible
A good person produces good out of the good stored up in his heart. An evil person produces evil out of the evil stored up in his heart, for his mouth speaks from the overflow of the heart.

Holman Christian Standard Bible
A good man produces good out of the good storeroom of his heart. An evil man produces evil out of the evil storeroom, for his mouth speaks from the overflow of the heart.

American Standard Version
The good man out of the good treasure of his heart bringeth forth that which is good; and the evil man out of the evil treasure bringeth forth that which is evil: for out of the abundance of the heart his mouth speaketh.

Aramaic Bible in Plain English
“A good man brings forth good from the good treasure that is in his heart and the evil man brings out evil from the evil treasure that is in his heart. For the lips speak from the fullness of the heart.”

Posted by beinvested > 2022-07-12 10:13 | Report Abuse

1. When we are comfortable, no cash flow problem, cars, newly renovated kitchen/car porch...we think that these are all from our capabilities/intelligence securing a high income job...ignoring the creations by the Creator/the Lord.
2. Our parnassah is not dependent on our college degrees rather depending on God. Even though we are wealthy, the prayers for a parnassah from God will increase the blessings and will make the providence from God even more sanctified/pure and good for our bodies. The bodies are the temples of God.
3. How many college drop-outs made to the top List of rich people? How many well or highly educated people can not pay their monthly bills/commitments?

Posted by calvintaneng > 2022-07-12 10:29 | Report Abuse

A man can receive nothing except it be given to him from above

Therefore we all are stewards of the bountiful goodness of the Living God
Use every thing, time and energy to His glory

Posted by calvintaneng > 2022-07-12 10:35 | Report Abuse

Ok latest good news

1. Soyoil and canola oil up again

2. Brent oil at usd106
By July 2022 Indonesia will increase B30 to B35

this will take up 2.5 million tonnes of Cpo for biofuel
Cpo prices will be well supported

3. With the correction of commodities the price of natural gas (nitrogen fertilizer ) has come down by 40%
that means production cost of cpo can come down to Rm2000 or less

4. Although Cpo has retraced it is still very good

Posted by calvintaneng > 2022-07-12 10:38 | Report Abuse

Why Cpo at Rm4000 to Rm4500 range still very good

Answer:

Because in year 2019 Cpo fell below Rm2200

so now is still up 100%

plus June to December every year is Peak production time for Cpo season (just like durian peak season June and July only )

this increase of Ffb will more than compensate for lower cpo prices

Posted by calvintaneng > 2022-07-12 10:41 | Report Abuse

Return of foreign fruit harvesters now no more wastage

Before borders reopened Jtiasa suffered lack of Ffb harvester by up to 50%
Sop and Thplant by up to 20% - 30% workers shortage

now all are returning in droves

less wastage means more savings

so after Aug fantastic results Nov 2022 results should also be excellent as well

Posted by calvintaneng > 2022-07-12 10:44 | Report Abuse

So count your blessings

1. Blessings of coming Fantastic Results by next months due to most spectacular qtrs of April to June 2022 when Cpo at world breaking record plus higher ffb

thus we expect higher dividend, special dividends and other goodies to be announced

Posted by calvintaneng > 2022-07-12 10:46 | Report Abuse

Blessings of

most fruitful harvest period from now till year end
Blessing of returning labors and less wastage

blessings of lower cost from lower fertilizer cost

Posted by calvintaneng > 2022-07-12 10:48 | Report Abuse

Also unlike gloves where there is fierce competition from China

there is a HIGH TIME BARRIER to entry for palm oil

it will take at least 5 years from new planting to see 1st drop of cooking oil and that in year 2027

Without competition Palm oil Cpo prices at Rm4000 to Rm5000 can last 3 to 4 years

Posted by calvintaneng > 2022-07-12 10:51 | Report Abuse

The high Cash inflow of all palm oil co will make them Cash rich and Cash cow for very good dividends

Taann
Hs plant
Bplant

all giving 7% to 12% dividend

innoplant dividend payout is 80% from profit

Tsh Resources which manages Innoplant for Sabah Govt will one day also give high dividends when Cash inflow clears all debts

Success will beget more success

Posted by beinvested > 2022-07-12 11:40 | Report Abuse

1. Is high time that the plantation field should be relooked into by the government. In the past, the government has put much emphasis on industrialization so much so the production of food for our daily needs on commercial basis have been sidelined.
2. In addition to manufacturing ventures, the cultivation of lands to produce food for daily consumption and oil palm for making bio diesel will generate income for the economy because the demand will be there. Plenty of lands being under utilized as we can see while driving along the highways.
3. Reduction of import for food will improve the outflow of the imbalanced of payment and the foreign exchange of our currency.

Posted by calvintaneng > 2022-07-12 11:49 | Report Abuse

Correct

Lots of room for growth from Agriculture

https://www.cmcmarkets.com/en/opto/why-jim-rogers-is-betting-on-agriculture

Posted by VTrade > 2022-07-12 14:57 | Report Abuse

Good people listen to good minds

Posted by calvintaneng > 2022-07-12 17:36 | Report Abuse

Good strong closing at Rm1.03 for Tsh

Director Tan Aik Pen bought Tsh till over new record over 280 million Tsh shares today

T ENACIOUS
S AMSON
H ERCULES

Posted by calvintaneng > 2022-07-12 18:03 | Report Abuse

Good news and more good news

SOP JUNE FFB IS 101,000 TONNES AT HIGHEST AVERAGE PRICE ABOVE RM6500

FANTASTIC RESULT CAN BE EXPECTED FROM SOP ON AUG 2022 RESULTS

SIMPLY THE VERY BEST

Posted by calvintaneng > 2022-07-12 20:35 | Report Abuse

Swkplant also reported a huge jump of Ffb in June

The results of Swkplant will be reflected in Taann and Taann ffb plus plywood should report exceptional profits as well

Posted by calvintaneng > 2022-07-12 20:38 | Report Abuse

There is a lingering but unfounded fear that palm oil bull will end like glove short lived bull run

This is totally wrong
Very very wrong perception out there

Gloves got China dumping and undercutting prices by 10% to 30% below Malaysian gloves

Posted by calvintaneng > 2022-07-12 20:39 | Report Abuse

For palm oil China cannot as it will take 5 years from planting to 1st drop of cooking oil

There is HIGH TIME BARRIER IN PALM OIL

Posted by calvintaneng > 2022-07-12 20:41 | Report Abuse

Not only palm oil got no real competition

Palm oil is even cheaper than rival soyoil, canola oil and sunflower oil by up to 30% to 50% discount against all

Posted by calvintaneng > 2022-07-12 20:43 | Report Abuse

Plus most other vege oil producers are in trouble

Sunflower oil in Ukraine hampered by war

Canola in Canada decimated by drought

Soyoil in usa turned to biofuel

Even in Brazil there was drought

Posted by calvintaneng > 2022-07-12 20:47 | Report Abuse

Another long term demand is population growth

Every year world population up by 80 million people since year 2018 no extra palm oil from forest

Even if now nations start planting palm oil it will be by 2027 to see new palm oil

That means from year 2018 to 2027 for 9 years world population will see 720 million more people

Demand far exceeds supply

Posted by HopusCopus > 2022-07-12 22:26 | Report Abuse

what about sime darby

Posted by calvintaneng > 2022-07-12 23:32 | Report Abuse

SIMEDARBY plant also very good

Got 3.3 million acres palm oil

Super undervalue lands book value only Rm12k per acre in Selangor

Now worth Rm200k to Rm250k per acre

Posted by calvintaneng > 2022-07-30 10:10 | Report Abuse

Dear Investors of Tsh Resources

Very happy morning again

Next week onward Your TSH Shares will turn super bullish together with all Palm oil shares on these latest developments

1) FCPO Latest has rebounded up Strongly to Rm4,289

2) Also Canola oil nearing USD900, soyoil & rapeseed oil also gone back up in tandem

3) China has snapped up 1 Million tonnes of Cpo & India now promoting Malaysian Palm oil to its 1.35 Billion population

EU heatwave wiped out 9% of its soybean & corn also buying Cpo

Plus Brent oil rebounded to USD110 More USA Refineries will take up lots more soybean for biofuel

Indonesia facing high oil prices will speed up B40 and will boost Cpo use & upkeep prices

So the recent sell down of all Palm oil shares present us a Wonderful opportunity to add on weakness

Now is the correct time to deploy more cash into Palm Oil to ride the UPTREND FROM NOW TILL END OF 2022 & BEYOND

Warm Regards to All Dear TSH Investors

Calvin

Posted by SEE_Research > 2022-12-27 11:52 |

Post removed.Why?