Posted by calvintaneng > 2023-07-19 19:18 | Report Abuse

https://theedgemalaysia.com/article/th-plantations-acquires-land-tabung-haji

Tabung haji sold Samarahan lands to ThPlant at cheap cheap prices while Thplant issues shares to Tabung Haji at the lofty price of Rm2.56

THPLANT benefitted greatly

Posted by calvintaneng > 2023-07-19 19:33 | Report Abuse

NUSANTARA WHERE TSH HAS 94700 ACRES 'GOLD MINE' LANDS

COST RM5K Per Acre Book Value

https://www.youtube.com/watch?v=OK-l7t8MoHo

Posted by calvintaneng > 2023-07-19 19:46 | Report Abuse

STRONG SOYOIL, CANOLA OIL PRICES WILL SUPPORT PALM OIL CPO PRICES, Calvin Tan


https://sgx.i3investor.com/blogs/Jbhouseforsale/2023-07-19-story-h49596086-STRONG_SOYOIL_CANOLA_OIL_PRICES_WILL_SUPPORT_PALM_OIL_CPO_PRICES_Calvin_T.jsp

Posted by calvintaneng > 2023-07-20 19:59 | Report Abuse

Real time Fcpo has crossed Rm4000 per Mt again

Posted by speakup > 2023-07-20 21:28 | Report Abuse

https://focusmalaysia.my/pitfalls-of-offering-freebies-generosity-can-backfire/

Posted by calvintaneng > 2023-07-21 10:43 | Report Abuse

3 powerful catalysts for palm oil bull to return again

1. Drought in USA highplain, China, Europe and worldwide

2. Russia halt grain deal and start bombing Odessa grain export

3. B35 mandate in Indonesia

Collapse of rupiah against USD and high import crude oil price force Indonesia to use more palm oil as biofuel to save on foreign exchange

These explosive convergence of catalysts will propel Cpo upward 👆👆👆

Posted by calvintaneng > 2023-07-21 14:20 | Report Abuse

Actually there are more CATSLYSTS TO PROPEL PALM OIL DEMAND UPWARD IN A LONG TERM STRUCTUAL UPTREND

1. INDON TURNING PALM OIL TO B35 THEN TO B100 WILL TAKE UP 70% OF ALL CPO EVENTUALLY

INDON DEMAND FOR FUEL WILL TURN TO BIOFUEL AS CRUDE OIL PRICES EAT UP FOREIGN EXCHANGE

LATER PALM OIL WILL BE AS RARE AS TIN DEPOSITS IN MALAYSIA

Posted by calvintaneng > 2023-07-21 14:22 | Report Abuse

2. Human cause currently

Frustrated Putin has halted grain export from Odessa and started bombing it

This will cause shortfall of sunflower, rapeseed oil export
Prices will go up

Posted by calvintaneng > 2023-07-21 14:23 | Report Abuse

3. EL NINO

VERY HOT SUMMER 🌞 FROM NOW WILL SCORCH LARGE AREAS OF VEGETATION LEADING TO MORE SHORTFALL OF OILSEEDS TILL YEAR END

Posted by calvintaneng > 2023-07-21 14:24 | Report Abuse

4. RESTRICTION OF CONVERSION FROM FOREST TO NEW PALM OIL ESTATES

NO INCREASE FOR 3 TO 4 YEARS AND SO SUPPLY NOW LIMITED

Posted by calvintaneng > 2023-07-21 14:28 | Report Abuse

5. While there is no new planting of palm oil very big swathes of palm oil lands are now converted to housing, industries and data centers like

Kulim taken private for New Townships in Pengerang, in Bulugan 32,000 acres sold by Tsh to be converted to green tech ind park and in Kulai Bplant sold lands to Ytlpower for data center

So more and more palm oil lands disappear into developments

Posted by calvintaneng > 2023-07-21 14:31 | Report Abuse

6. While palm oil cannot increase and continues to turn into industries world population keep increasing by 80 million people every year (1% of 8 billion people on earth)

80 million is 2x the population of Malaysia 33 million

Supply stopped by demand is ever increasing

Posted by calvintaneng > 2023-07-21 14:35 | Report Abuse

7. Developments by Ecrl rail, pan borneo highway, Wce coastal highway, trans kalimantan highway will ultimately unlock and increase all land value by leaps and bounds

All will one day be too valuable for planting trees on a 'gold mine'

Posted by calvintaneng > 2023-07-21 15:58 | Report Abuse

Ultimate value comes from these three

1. strong cash crop from Ffb every two weeks must be harvested and sold for cash

2. long term appreciation of landbanks

land prices always go up eventually

and sale later will get a golden windfall payout

3. Possible privatisation at premium prices like Tmakmur, Kulim, Kwantas and Ijmplant

next could be bplant or some others