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18 comment(s). Last comment by calvintaneng 2023-01-28 17:14

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-26 17:38 | Report Abuse

Hs plant was Rm3.89 in year 2008 when it paid 15 sen dividend

currently Hs plant is only Rm1.94 (less than half of year 2008 price) and it paid 20.5 sen dividend

hs plant is debt free and sells spot

it's cash position is now highest at Rm498 millions which is about 62.25 sen per share and by now should have reached 75 sen pure cash per share

with a 60% dividend policy from net profit Tsh should be giving another excellent dividend next month

The market has grossly underpriced Hs plant as an unloved and overlooked stock

Fong Siling aka Cold Eye is in top 30 of Hs plant for it's excellent dividends

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-26 17:52 | Report Abuse

another important point to note

while price of Cpo retraced by 30% fertilizer has gone down by 100% or more

thus cost of cpo production will ease off and profits will maintain

hs plant has easy supply of fertilizer from Hap Seng it's parent company

stockraider

31,553 posts

Posted by stockraider > 2023-01-27 08:37 | Report Abuse

U cannot go wrong investing in palmoil stock over the long run loh!

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-27 10:25 | Report Abuse

Yes palm oil has earnings visibility

In year 2019 Cpo was Rm2200 per ton while cost of Cpo production was Rm1400 per ton

Rm800 profit per ton just enough to pay bank loan, overheads and wages leaving very little for dividends

Now Cpo has gone up to Rm3600 range to Rm4200 from Rm2200 while Cpo cost of production also up from Rm1400 to Rm2000

But the gap of price rise exceeds cost far more and profit has more than doubled by 100% or more

Now all palm oil companies got high fcf (free cash flow)

So much that universally all are giving their best dividends ever

Dividends better than even those very good years of 2008 and 2012

SEE_Research

4,566 posts

Posted by SEE_Research > 2023-01-27 15:35 | Report Abuse

Good afternoon Vijay

If can please email Tsh

say this

Thank you very much for the excellent dividend of 8 sen given recently

With the balance sum of Rm200 Millions plus or minus more or less received from Bulugan land sold in principle Tsh is now a Debt free cash rich entity

Well done!
Must thank Chairman DatukKelvin Tan Aik Pen and BOD for all their excellent work

We notice that Innoplant also managed by Tsh Director Tan Aik Siong as Chairman of Innoplant has a dividend policy of giving out 80% profit from dividend

perhaps Tsh could also draft a 60% dividend from profits as well

This is only a suggestion but final decision is up to Chairman and BOD

Eagle Group sends Datuk Kelvin and all at Tsh Resources

A very happy and prosperous new year of 2023

Many thanks

Kindest regards

Vijay
on behalf of Eagle Group

SEE_Research

4,566 posts

Posted by SEE_Research > 2023-01-27 16:31 |

Post removed.Why?

i3gambler

655 posts

Posted by i3gambler > 2023-01-27 19:18 | Report Abuse

10 years ago, on 31.12.2012,
HSPLANT Planted Area EV / ha RM64K

Today,
HSPLANT Planted Area EV / ha is only RM39K

Market price for Oil Palm Estate in Sabah is around RM80K.

SEE_Research

4,566 posts

Posted by SEE_Research > 2023-01-27 19:32 |

Post removed.Why?

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-28 01:32 | Report Abuse

Good evening Calvin.

I disposed kgb wb today at a loss of 50% and wanted to switch to palm oil counters.
I have Fgv, taann, Tsh, ioi corp, thplant, jtiasa, sop, simeplt, Bplant. which one would you suggest?
Thankfully I earned more than enough dividends last year to cover this loss from kgb warrant

From Vijay
A very sincere Christian and spokesman for Eagle Group

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-28 01:36 | Report Abuse

Although Vijay was led astray to buy kgb wb recommended by SEE Research he did not mention a single word of blaming SEE

Calvin has very high respect for brother Vijay

SEE_Research

4,566 posts

Posted by SEE_Research > 2023-01-28 08:04 |

Post removed.Why?

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-28 08:55 | Report Abuse

Eagle group has grown to 304 members from 250 show confidence

Many bought in early days are all making monies in year 2020
Some have taken excellent profits
However, some have bought more at higher prices and so their average cost have gone up but a group have joined late and bought at much higher prices and these unfortunately have made paper losses but very high dividends are now being given out

One eagle group member even bought Bplant at 55 sen (lower than 1st buy call on bplant at 57 sen and today he is sitting on a tidy profit of 36% dividend while bplant has also gone up to 65.5 sen (up 19%) so his total profit is 55% and he is holding on for more good dividend

And one Eagle group Ex-Bank manager who has banking experience bought lots bplant, Hs plant and Taann as his retirement portfolio as all are giving double digit dividends

In Eagle group we have Vip like CEO, Cfo, Datuk, Company Managers, Secretaries of both listed Co plus those already taken private

All are gentlemen and gentle ladies who cannot stand SEE Research misbehavior and therefore he has been banned

No point getting mad
Go search and amend your ways

i3gambler

655 posts

Posted by i3gambler > 2023-01-28 09:02 | Report Abuse

I like HSPLANT because it has huge pile of cash and 60% dividend policy.

Also, HAPSENG big boss is very rich, I think less likely swindle money from HSPLANT.

It is also relatively transparent compare to other mid and small cap planters, e.g. disclose numbers like the cost of production.

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-28 10:16 | Report Abuse

One Eagle group member asked, "Hs plant cash is only Rm87 millions "

One Eagle group Ex-Banker replied "See under money market deposits. Hs plant has Rm411 millions parked in money market deposits

So the total cash is Rm498 millions

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-28 10:22 | Report Abuse

i3gambler

Your ID is a misnomer

Hs plant forum only got total of 6 person's clicked "likes"

While bankrupt Sumatech has 143 person's clicked ",,likes"

No gambler will like Hs Plant

Only genuine savvy investor like Fong Siling aka Cold Eye will choose Hs plant in their portfolio

SEE_Research

4,566 posts

Posted by SEE_Research > 2023-01-28 16:53 |

Post removed.Why?

SEE_Research

4,566 posts

Posted by SEE_Research > 2023-01-28 17:05 |

Post removed.Why?

calvintaneng

53,164 posts

Posted by calvintaneng > 2023-01-28 17:14 | Report Abuse

No need to sell like Robert Kuok holding Wilmar for decades and Tsh Directors all also holding as Tsh will follow Wilmar to be a great palm oil company

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