I must pick the bombed out ones like Thplant, Wtk, Jtiasa, Bplant, Tdm and others that are hated and overlooked that will spring the best surprise of surprises
in very bad times must pick good palm oil stocks in very good times ?
You must pick the badly bombed out ones that will give the highest upside rebound
This is contrary to normal investing as we are in abnormal and phenomenal growth zone
1. Thplant has huge Landbanks of over 200,000 acres of palm oil lands now in their best productive years
2. I also see Thplant has assets in good location like Trengganu, Pahang, N. Sembilan , SARAWAK and SABAH and also in Kalimantan
The concerns are it's high debts and Tabung Haji not so good reputation
Now we weigh the pros and cons of both
First
The high debts will be pared down by disposal of 5 pieces of lands in SARAWAK as mentioned by Thplant
4 pieces are located near Kuching of which Pan Borneo Highway section is completed there With high cpo prices there will be a booster for better prices
One piece which Epu objected in selling was a good move
After Epu objected sale of Chuping lands by Msm to F&N at Rm155 mil Fgv has offered a higher price of Rm175 MILLONS (Rm20 MILLONS more) to buy Msm 11,000 acre lands
So since that piece is near Bintulu it will now add extra windfall gain for Thplant if sold
As for Tabung Haji the Govt of today are going after the crooks of IMDB, Fgv and also Tabung Haji. So there should be restrain as crooks are now in trouble
Now these lands along Ecrl rail route and Pan Borneo highway will increase in value as time and work progresses and will benefit Thplant asset value greatly
Also being so Large Oil Palm holders the rise of Cpo prices will benefit upstream players with so Big palm oil lands like Thplant far far more than others
I rank Thplant among Top 3 small cap plantation stocks and if can hold for just one year should see price double or more
Thanks Calvin, I find out Thplant 1 year ago, everything is good as my target but only concern about management. (reputation no good). Big debt is not concern with me as now is low interest and good palm oil price. Thanks for your sharing.
1. Countries with competing vegetable oils oppose palm oil
2. Foreign media like curls are not suitable for palm oil
3. The local dirty ib bankers do not approve of the use of palm oil for some reason, because they have issued too many palm oil subscription warrants
4. Local media like edgedaily do not approve of the use of palm oil. Always emphasize negative factors more than positive factors
5. Star Paper has nothing to report on the personal performance of palm oil stocks
Star paper should be called snake skin paper
6. The government hopes that Felda will take over the vested interests of Fgv to see that Fgv prices are suppressed, so other palm oil stocks are also prohibited from rising
7. Most masters do not approve of palm oil, but chase gloves, high-tech and other steel/aluminum stocks
8. The group hopes that stocks with less paid-in capital are easy to withdraw and dumped on punters and fools
Moreover, the market instead of investment can quickly buy low-quality low-quality stocks and quickly eliminate low-quality stocks
9. Most people see palm oil motionless
10. Therefore, palm oil companies have made a lot of money, but the stocks are still not moving, and some people are on the verge of giving up disappointment
It is people who are so afraid that we should buy palm oil stocks
Because they are so cheap, they are the best choice for happy real investors.
why?
Because with so much income, all shareholders will enjoy
High dividend Special dividend Free bonus issuance Free warrants
投资棕榈油的十大理由:超级市场项目中50%的棕榈油及其他产品,Calvin Tan Research
尊敬的i3论坛投资者/交易者,
今天,我们很高兴与您分享投资种植园股票特别是棕榈油带来的巨大好处.。
这些是特优的因素:-
1)棕榈油在所有超级市场商品中占50%
从面包到饼干;牙膏涂口红;从食用油到冰淇淋;从护发霜到洗发水。棕榈油无处不在
想一想没有棕榈油的超市货架会有多空
因此棕榈油已成为一种生命之源
2)棕榈油是地球上最经济的素食油
比大豆,玉米,花生,葵花籽或橄榄油需要更少的土地来生产更多的油
所有其他人将占用更多的土地和劳动力,并将以更高的价格出售。
所以棕榈油有很长的期限
3)棕榈油用途广泛
它可以用作食物,也可以转化为能源
尤其是现在的Biodisel能源正在像大豆,乙醇,大豆,玉米和糖这样的绿色能源被推广
看到乙醇作为燃料仅需每加仑2.31美元(右边是普通汽油,每加仑2.86美元)
玉米,大豆和糖的需求量很大,因为乙醇棕榈油也将成为生物柴油的需求量
4)Joe Biden正在致力于绿色能源
由于棕榈油生物柴油不含硫,因此它是碳中性的
请查阅 Biden's Recovery Plan Bets Big on Clean Energy - The New ... 2021年3月3日-拜登的恢复计划对清洁能源寄予厚望...与应对气候危机息息相关-代表着民主党人在奥巴马政府执政期间的主要行动,气候变化已成为核心问题。 ...“考虑通过基础设施解决气候变化本身并不是一个....
From Permafrost to Precipitation, Calvin Tan Research (At what stage is Glove, Steel/Aluminium & Palm Oil Stocks currently?
The Eight Stages of A Hot Air Balloon Stock
NOTE: THIS ALSO APPLY TO CYCLICALS LIKE GLOVES, STEEL/ALUMINIUM & PALM OIL
Stage No. 1. PermaFrost
Snow that is frozen for 2 or more years are called permafrost
perma - as in perma-nent
frost - be freezed over
This is the stage of a really dead stock that no research house will bother. Not a single soul is interested. The exception must be the only one in ten thousand who dare to buy any.
Stage No. 2. Thawing
Frozen Solid Ice starts to thaw or soften a little
A very slight passing glance by some value investors or deep value hunters. Only the very brave who SEE VALUE Will dare to buy some.
Stage No. 3 ICE Now Turning to Cold Water.
Some brave souls dare to venture in. Of course it's cold. Every where people pour scorn and cold water on the stock. Very few pay any attention. Remarks are usually negative. From Remisiers, fund managers, one and all. Same conclusion - the stock is not in their investment radar. So most reject it..
Stage 4. Cold Water no longer cold. It is now at room temperature.
Ha! there is a little attention paid by value investor. For the rest it is neither cold nor hot. So lukewarm response. No longer negative like before. But not positive either. A few hopeful investor starts to accumulate.
Stage 5 Water starts to boil
Ha! the heat or fire cause the water to stir a little now. There is warm and movement.
Company reports a good quarter. Or some great contract awarded - real or assumed. Some by merger news. Some favourable factors due to ringgit crash and strong US Dollar translating into higher profits. Or cheap oil benefiting rubber glove, logistic stock like transport or airline. There is now a stir in the stock.
Newspapers, analysts, experts, punters and all are paying attention now. More people talk about it in internet forum and even the media reports it.
Buyers are coming in and there is a great stir at last. Things are now coming alive. Prices moving upward. Many are making monies.
Stage 6. Boiling Water Turning Very Hot in the kettle. The water now churning in violent waves in the pot or kettle with steaming hot movements.
At long last the stock is very hot. Post after post by i3 forum member. All are universally drawn and sucked in. Like insects flying into bornfire at night there is a red hot wild attraction. As more people telling how they made killings in the stock market even more and more people are drawn into the red hot hot stock.
Those who made money early are now piling more and more monies into the red hot stock. Some even go into margin account to buy more.
Prices leap up to the cheers of all and sundry. Everyone is so happy. Happy in a sure winner. Emotion is now flying high. Any opposing view is slammed down in a frenzy. Reason is now overtaken by exuberance.
Stage No. 7. Hot Steam Rises Up The Sky As Hot Air To Form Cloud
All are now in cloud nine. Naysayers are condemned and proven wrong. The sky is the limit for the price. Can now fly to the moon or mars. More monies piled in. More suckers drawn in by greed.
This is the happiest time for all. But throwing all caution to the wind this is also now the most dangerous time to hold or buy more.
In Bursa every day the hot stock is traded in top 10 volumes
In internet forum this is the stock conversation revolves around day and night. Media reports it and tell why it should go even higher. Experts suddenly appear to tell you this time is different. The sky is the limit. Or the sky is not limit. It should fly to outer space.
Minyak masak sawit sangat berkualiti, Makan rendang sehingga mejilat jari, Plantation rally sudah mari Banyak Farmer senang hati Labur plantation boleh untung berpuluh puluh kali.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Mikecyc
46,782 posts
Posted by Mikecyc > 2021-04-15 07:25 | Report Abuse
Referred to FY20 (Q2 ) ended June :
a) Financial assets
Trade and other receivables 38,857,000
Cash and bank balances 49,741,000
total = 88,598,000
b) Financial liabilities
Loans and borrowings 1,261,544,000
Trade and other payables 226,986,000
Lease liabilities 79,020,000
total = 1,567,550,00
a) - b ) = ( 1,478,952,000 )