1 person likes this.

2 comment(s). Last comment by calvintaneng 2024-02-16 00:56

calvintaneng

55,134 posts

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

To Sum it Up

1. Thplant is very similar to Jtiasa & Bplant in that they all have over 200,000 acres of Plantation Lands or about 3 Penang Island land size

2) Whenever Bplant or Thplant dispose Assets they reaped huge Profits by virtue of their Deeply Undervalue Land Banks

3) In times when they Sell Assets Huge Profits will be seen Plus generous dividends will be given

4) After Bplant the next candidate for privatisation could be Thplant

5) Tamaco Plantation paid more than twice the price for Thplant (Rm10,561 per acre) to Npc Resources (Rm22,000 per acre) This shows Those With Palm Oil lands are going to see more "brown field" demand as greenfield conversion of oil palms from forest now forbidden

6) So Thplant is a mispriced 2nd Liner among penny stocks. Hence we should take a second look

7) With Appointment of Banker Rashid Hussein there is a possibilty Thplant might also be a candidate for privatisation

calvintaneng

55,134 posts

Posted by calvintaneng > 2024-02-16 00:56 | Report Abuse

Fantastic Fertilizer News!

Natural Gas (Nitrogen Fertilizer) has dropped from US10.00 to US1.58

A Drop of almost 85% from year 2022 Peak

Tremendous Savings on Fertilizer For Oil Palm esp those with Growth Stage of Palm Fronts

This will translate to lower Cost of Cpo production

Best to Stay Safe in Palm Oil Stocks

https://tradingeconomics.com/commodity/natural-gas
(Click on 10 year price chart button)

Post a Comment
Market Buzz