Posted by calvintaneng > 2023-06-10 23:37 | Report Abuse

/ 0:15

50 Mobil Pakai BBM Kelapa Sawit B100, Lebih Irit Dan Tidak Berasap

https://www.youtube.com/watch?v=nXtOMPTYhSQ

Posted by calvintaneng > 2023-06-10 23:40 | Report Abuse

THIS IS A VERY INSIGHTFUL VIDEO ON PALM OIL

LISTEN TO IT 5 TIMES AT LEAST

https://www.youtube.com/watch?v=PDMUaI8-ILI

Posted by calvintaneng > 2023-06-11 00:03 | Report Abuse

see latest in ikn nusantara

https://www.youtube.com/watch?v=MO1h4rRTFbQ

Posted by calvintaneng > 2023-06-11 00:04 | Report Abuse

200,000 indon workers are there

https://www.youtube.com/watch?v=AV6Pw4rkoR0

Posted by skoh888 > 2023-06-11 15:56 | Report Abuse

of course if you invest in the right stocks like Warren then your networth will go up over the long term. If you invest like Calvin you will get the opposite effect!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-06-11 16:09 | Report Abuse

Also very chun chun in Netx and TSH. One day, he will be back to say he made a lot of money on them too.

Fooled by randomness.

Sadly, calvintaneng lacks integrity.

Posted by Berlin > 2023-06-11 17:16 | Report Abuse

Park your money anywhere but not where Calvin's mouth says to put it as with his palm oil stocks call in 2022. Kaw kaw buy, die die hold, he was screaming! That call was, and still is, a disaster one year later but he refuses to acknowledge it. Zero integrity.

Posted by calvintaneng > 2023-06-11 17:31 | Report Abuse

Berlin

Calvin first stock in i3 was Pm Corp at 15 sen

It went up above 25 sen and many followed then Pm Corp crashed below 20 sen
Many cry farther cry mother due and cutloss and went to buy Patimas

Then Pm corp sold Woodland factory and gave 8 sen cash payout

Pm Corp crossed 30 sen 3 times. It went as high as 37 sen

Many who held on made 6 figures and a few 7 figures

Those who strayed into Patimas later lost all when it gone bankrupt

Found a gold mine?

Stick with it
Somewhere, someday you might step on a landmine

Posted by calvintaneng > 2023-06-11 23:20 | Report Abuse

This pureGambling bull is just a punter

Jesse Livermore ended in suicide

Barvas only made a mere $2 million but gone bankrupt at the end of his life

Eliot Wave Robert Pretcher book
Conquer the Crash still a hype

Why such lousy examples ??

Go follow Ben Graham, Warren Buffet or Peter Lynch anytime better

Posted by jjklim > 2023-06-12 10:12 | Report Abuse

Thank you for the analysis. However there is a “small” problem, TSH’s Indonesian lands are only 35 year leaseholds expiring in the 2040s to 2050s, as we can see from their Annual report. The value is very different from land in Malaysia which is usually 99year leaseholds or held in perpetuity as freehold land. Their Indo plantations’ land value will drop rapidly as the lease expiry date approaches, and at the end of the lease they will need to pay the Indo government to renew the lease at the then current rates which may be much higher if East Kalimantan will be more developed by then (in fact the Indo government may decline to renew the lease).

Posted by calvintaneng > 2023-06-12 10:26 | Report Abuse

Jjklim

Yes lands in Indonesia are 35 years lease and even in Singapore landlease for farms only 25 years.

Now 35 years still a long time

Klk took over ijmplant at Rm3.10 (was Rm1.86) knowing full well landlease almost identical with Tsh in Kutai, Bulugan and Sumatra

And Tsh's bulugan lands also leasehold were sold for Rm465 million profits

They paid fair value to acquire Tsh's Bulugan lands to build a green tech industrial park there

So there is no reason why land prices will not hold

Posted by calvintaneng > 2023-06-12 10:33 | Report Abuse

Calvin thinks jjklim has asked a very relevant question

i3 forum is a place to share investment ideas and to find answers

Every one has to receive information with a discerning mind and do due diligence before buying and selling

Posted by Windy1974 > 2023-06-12 10:52 | Report Abuse

Indeed plantation is gold mine. Many plantation holders changed cars in 2022 because of the exorbitant profits they made. I was presented with a plantation for sale in 2018. After doing some research, based on the price then, i should get a return of 5% per annum on my investment based on the asking price. Now, i better put in bank for 3% and no headache la. Plantation owners are some of the richest guys in Malaysia but that's because they ventured into it 25 or 30 years ago. If i could buy plantation lands or plantation companies at 25 years ago price, do let me know ya

Posted by Windy1974 > 2023-06-12 10:57 | Report Abuse

As of 2023, i know many cancelled their new car bookings based on latest CPO price. 2021 and 2022 were good years for palm oil but if the price can't sustain, it's just a consolation for the depressed price since the last 12 years. I am no expert in palm oil. One need to understand very well the long term price direction of palm oil in order to make successful investment and not just look at the past

Posted by calvintaneng > 2023-06-12 18:21 | Report Abuse

What happened before 2020 and after?


before 2020 in year 2019 Cpo prices dropped to a low of Rm2200

even then palm oil co still ok as its cost of Cpo production was Rm1400

so Rm800 profit enough to pay bank loans, salary and overheads

By year 2020 to 2022 Cpo surged as high as Rm6000

and then now Rm3300

even though production cost jumped to Rm2000 - Rm2200 range palm oil co still make more than Rm1000 to Rm1200 profit per ton

higher than in year 2019

but many failed to notice

the two extremely good years of 2021 & 2022 have caused HUGE CASH INFLOW

Companies like Hs plant, Sop, Taann have turned cash surplus cos. Tsh and Jtiasa got great improvements in their balance sheet

Now with less or little bank loans to pay Palm oil cos have turned into safe cash cows

and best ever dividends have been and will be paid

in these recessionary times it is of utmost importance that Cos are not over-geared and able to give good dividends

so the current position of most Palm oil cos balance sheet are very healthy and with Cpo at new level above Rm3300(from Rm2200) we have a stable dividend stream

Posted by calvintaneng > 2023-06-12 18:23 | Report Abuse

When palm oil cos no need to pay bank loans they all turn into long term cash cows one by one

Posted by calvintaneng > 2023-06-12 19:56 | Report Abuse

hs plant got Rm500 millons cash or about 62 sen

Can expect good dividends by Aug 03

Posted by calvintaneng > 2023-06-12 19:56 | Report Abuse

Sop got Rm500 cash after minus debt

Posted by calvintaneng > 2023-06-12 19:57 | Report Abuse

Taann got Rm200 mil plus cash

Posted by calvintaneng > 2023-06-12 23:29 | Report Abuse

3 silent readers clicked "like"

jghlim
Mabel
Mat Cendana

Calvin say "Thank you"

Posted by enning22 > 2023-06-13 10:07 | Report Abuse

ukraine-russua war is coming to and end soon, you should see econony recovery in general, except China.

Posted by calvintaneng > 2023-06-13 22:05 | Report Abuse

One more clicked likes now made it 4

Many thanks

Mat Cendana
jghlim
Mabel
Hate the Spammers in i3

Posted by calvintaneng > 2023-06-17 16:17 | Report Abuse

WHY BPLANT SHARE PRICE SUDDENLY SURGED FROM 64 SEN TO 89 SEN?? Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-06-17-story-h-267726533-WHY_BPLANT_SHARE_PRICE_SUDDENLY_SURGED_FROM_64_SEN_TO_89_SEN_Calvin_Tan