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12 comment(s). Last comment by calvintaneng 2024-02-08 07:42

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-18 01:51 | Report Abuse

www.eaglevisioninvest.com

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-18 01:55 | Report Abuse

(PART ONE) KUMPULAN PERANGSANG SELANGOR (5843) KUMPULAN PROACTIVELY SUPERCHARGED, Calvin Tan Research

https://www.eaglevisioninvest.com/part-one-kumpulan-perangsang-selangor-5843-kumpulan-proactively-supercharged-calvin-tan-research/

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-18 02:07 | Report Abuse

CPO has increased by Rm1,800 to Rm3,800 from Rm2,000

While Penang And Other Water Tarif up only 22 sen



DO YOU SEE WHAT I SEE?



BEST REGARDS

Calvin Tan

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-18 22:31 | Report Abuse

FROM KPS BOD

“But we are also always aligned with optimising shareholders returns. If you look at KPS, historically, whenever we have divestments, there will be special dividends,” he assures.

FROM ABOVE WE WILL SEE ANOTHER "SPECIAL DIVIDEND" WHEN KING KOIL MATTRESS IS SOLD TO UNLOCK VALUE BY KPS

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-18 22:35 | Report Abuse

JTIASA DEBT WAS OVER RM1 BILLIONS FEW YEARS AGO

NOW DEPT PARED DOWN TILL IT HAS ONLY LESS THAN RM100 MIL AND SOON WILL BE DEBT FREE CASH RICH

AFTER THAT LIKE INNO & UTD PLANT JTIASA WILL EMERGE AS A GOOD DIVIDEND PLAY

ALREADY GAVE DIVIDENDS RECENTLY
CAN EXPECT TO SEE A DIVIDEND NEXT MONTH

24-Aug-2023 12-Sep-2023 DIVIDEND Second Interim Dividend RM 0.0170
28-Feb-2023 14-Mar-2023 DIVIDEND First Interim Dividend RM 0.0150
30-Aug-2022 27-Sep-2022 DIVIDEND Interim Dividend RM 0.0280
30-Oct-2018 30-Nov-2018 DIVIDEND First and Final Dividend RM 0.005
27-Oct-2017 29-Nov-2017 DIVIDEND First and Final Dividend RM 0.005

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-19 11:48 | Report Abuse

Fcpo now Rm3900
Cost of Cpo production Rm2000 and dropping due to lower fertilizer cost

So gross profit 80% to 100%

Where on earth or what kind of industry can offer a gross profit like this

Posted by Choivo Capital > 2024-01-19 12:30 | Report Abuse

I think you didnt get the right lesson from PBA.

From PBA the lesson is this. For fixed tariff businesses, people get depressed over a very long time, because cost everyday go up, but tariff does not, resulting in lower and lower profit each year.

At some point, the lower profit results in lower maintenance and thus more problem pops up, necessitating an increase in tariff. When tariff increases, the operational leverage results in a huge increase in the share price.

The other thing to keep track of is lower cost of materials in fixed tariff industry, which is basically coal back in 2015 for TNB.

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-19 13:43 | Report Abuse

I sold off Pba at 2014 peak at Rm1.50
And switched to others
It was a correct move then
After 2014 for one decade with no tariff increase plus Dap gave free water in Penang to win votes Pba has been trending down for one decade till now
At its low Pba even fell to 79 sen
Amazing indeed just 22 sen tariff increase Pba can shoot up to Rm2.50

At Rm2.50 i think another opportunity to cash out and buy other laggards with potential better

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-19 13:48 | Report Abuse

By right water should not be a Cyclical stock as demand is perennial

However, it could be a political tool to win votes

As such we should buy Cyclicals at bottom with no good news and then wait for one or two years

Then when good news out and people chase we should not chase but to take profit if prices run far ahead of profits

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-19 17:26 | Report Abuse

Jaya Tiasa today crossed Rm1.00 and closed at Rm1.05

It is now a strong UPTRENDING STOCK

Next month will see

Good results
Another dividend can be expected

Just hold tightly and ride the way up 💪

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-01-19 19:27 | Report Abuse

Fcpo now over Rm3900 MT

Cost of Cpo production for efficient Upstream producers like Tsh and Kmloong Rm2000 to Rm2200

So there is a gross profit as high as 95%

Palm oil earning is superior

Very few industries or businesses can generate a gross profit of even 30%

So 🌴🌴🌴 will see strong profits

Will pare down all debts

Leading to high dividend payout

Palm oil as a class is now the safest investments

calvintaneng

53,448 posts

Posted by calvintaneng > 2024-02-08 07:42 | Report Abuse

This was posted in Bumitama (Spore) tread


kelvin_ik4u Plam oil is always like that, start plant require cash/fund/debts to build empire. Once it empire steady and cash generated machine, it will be an auto-pilot for next 18yrs. This counter will be the next shine palm oil for this year.. it's CAGR 21% compounding for next 3 yrs, now Bumitama just sit and collect money as all it palm tree is 6-7yrs now with FFB nucleus oil >24%, 107% growth vs Q1'FY13. Strongly believe this counter will start give dividents moving forward. Since CPO price is up ard ~RM2700/tan metric, I believe will share price will skyrocket this yr. Target $2.00 before end of this year 2014.
19/05/2014 6:16 PM

https://sgx.i3investor.com/servlets/stk/p8z.jsp

What applies to Singapore Bumitama also apply to Jtiasa, Tsh, Thplant, Hs Plant and all other Palm oil Companies

JAYA TIASA Now On Auto - Pilot

Streams of Earnings translate to Future Streams of Dividends

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

WITH SUCH STRONG EARNINGS JTIASA AND ALL OTHER PALM OIL COMPANIES WILL BE OVER FLOWING WITH MASSIVE CASH INFLOW

THE OUTFLOW?

CASH DIVIDENDS LIKE DAMS DISCHARGE WATER!!!

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