Posted by StartOfTheBull > 2022-08-21 10:33 | Report Abuse

Agree. I don't think the naysayers here or promoters can affect the share price, it is ok to just let them continue with that.
******

Yu_and_Mee

2,851 posts

Posted by Yu_and_Mee > 3 hours ago | Report Abuse

plantation collapse soon


Yu_and_Mee

2,851 posts

Posted by Yu_and_Mee > 3 hours ago | Report Abuse

if you stuck in TSH or heavy bet, time to consider cut loss or taking profit before too late.
all commodities drop, plantation is not exceptioned

Posted by Mikecyc > 2022-08-21 10:34 | Report Abuse

Haha So Good yet Top 3 Tunas is Keep Selling at least Double than The Boss is bought 25 million share ….

>> Why ah Recently CFO n ED r Resigned ? Surname is Tan leh ….

Change in Principal Officer
TSH RESOURCES BERHAD
Date of change 04 Aug 2022
Name MR TAN BOON SIONG
Age 55
Gender Male
Nationality Malaysia
Type of change Resignation
Designation Chief Financial Officer
Reason To pursue other career opportunitie



Change in Boardroom
Amended Announcements
Please refer to the earlier announcement reference number: C03-20062022-00021
TSH RESOURCES BERHAD
Date of change 20 Jun 2022
Name MR TAN AIK YONG
Age 53
Gender Male
Nationality Malaysia
Designation Executive Director
Directorate Executive
Type of change Resignatio


Change in Principal Officer
TSH RESOURCES BERHAD
Date of change 01 Jun 2022
Name MR TAN BOON SIONG
Age 55
Gender Male
Nationality Malaysia
Type of change Appointment
Designation Chief Financial Officer


Change in Principal Officer
TSH RESOURCES BERHAD
Date of change 01 Jun 2022
Name MR MICHAEL WONG CHUNG HAU
Age 56
Gender Male
Nationality Malaysia
Type of change Resignation
Designation Chief Financial Officer
Reason To assume a new position in the Company effective from 1 June 2022

Posted by SEE_Research > 2022-08-21 10:38 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 10:40 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 10:44 |

Post removed.Why?

Posted by birdparadise > 2022-08-21 10:49 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 10:49 | Report Abuse

Haha until Now is still No CFO leh …. and the ex CFO is Diam Diam on New Position leh ??? Why ? Why ? Why ? Tell Me Why ????????


Change in Principal Officer
TSH RESOURCES BERHAD
Date of change 01 Jun 2022
Name MR MICHAEL WONG CHUNG HAU
Age 56
Gender Male
Nationality Malaysia
Type of change Resignation
Designation Chief Financial Officer
Reason To assume a new position in the Company effective from 1 June 2022 ..

Posted by Mikecyc > 2022-08-21 10:56 | Report Abuse

Haha why leh New CFO Tan for 2 Month only ??? Worry to sign the Account Book ??? August Leh ????

Change in Principal Officer
TSH RESOURCES BERHAD
Date of change 04 Aug 2022
Name MR TAN BOON SIONG
Age 55
Gender Male
Nationality Malaysia
Type of change Resignation
Designation Chief Financial Officer
Reason To pursue other career opportunitie


Change in Principal Officer
TSH RESOURCES BERHAD
Date of change 01 Jun 2022
Name MR TAN BOON SIONG
Age 55
Gender Male
Nationality Malaysia
Type of change Appointment
Designation Chief Financial Officer

Posted by Mikecyc > 2022-08-21 11:04 | Report Abuse

Haha as Newbies n ikan Bilis … these are a Bad Bad Bad signal-signal-signal ….

Posted by Mikecyc > 2022-08-21 11:30 |

Post removed.Why?

Posted by Michael Kwok > 2022-08-21 12:47 | Report Abuse

Downgrade tsh below 80 cents.
Price 1.12.
21/8/2022 12.50pm

Posted by VTrade > 2022-08-21 13:04 | Report Abuse

MK
got forum or telegram juga?

Posted by birdparadise > 2022-08-21 13:20 |

Post removed.Why?

Posted by VTrade > 2022-08-21 13:43 | Report Abuse

When lawyer also busy case lain.
When cfo also busy case lain.

Mean everything is im control.

Posted by VTrade > 2022-08-21 13:43 | Report Abuse

In control

Posted by SEE_Research > 2022-08-21 15:02 | Report Abuse

To : All From : SEE_RESEARCH
as at 3.00pm., 21 August 2022 """"" BREAKING NEWS """"" 1. Sighted the past time Pastor attending the regular church service at 201 , Pandan Gardens , Singapore 609337 , by the time , some members arrived just late for a few minutes , as this church service commenced at 10.30 am., 21 August 2022 . 2. The members will attempt again , for this coming week , on his attendance ___other miscellaneous services __ " to gaze at the star " __ to indulge in dreamy , fanciful or visionary musing of night mares of his TSH.

Posted by i3gambler > 2022-08-21 15:34 | Report Abuse

My way of evaluating plantation companies,
by comparing EV (enterprise value) of their planted oil palm estates.

My formula may be a bit different from others.
EV = market cap + total liabilities - current assets - other non-related business.

For TSH,
EV = 2214m
Planted oil palm estate = 42,495 ha, 15% in Sabah, 85% in Indonesia.
Therefore, EV / ha = RM52,111 / ha

For HSPLANT,
EV = 1761m
Planted oil palm estate = 35,434 ha, 100% in Sabah,
Therefore, EV / ha = RM49,708 / ha

As I know, the market price for planted oil palm estate in Sabah is around RM80,000.
So HSPLANT is cheap.
But for Indonesia, I do not know the market price / ha.
It is better not to take risk, I think HSPLANT is the better choice.

One more important thing,
HSPLANT has a 60% dividend policy,
I estimate the EPS this year would be 36 sen, or 60%*36 sen = 21.6 sen.
Meaning after collecting the 21.6 sen dividend, the EV / ha would be even cheaper.

Posted by Yu_and_Mee > 2022-08-21 16:20 | Report Abuse

calculating EPS, PE and EV for plantation counters just like how the calculation for glove when everyone already anticipated commodities drop and already dropping. That's why we are seeing many plantation stocks price drop. Why people not learning? Calvin hold a lot but it's okay because he is wealth and no issue to hold or paper loss.

Posted by Yu_and_Mee > 2022-08-21 16:25 | Report Abuse

If CPO price drop further in near future, plantation sector will look more ugly. Calvin may ask you all to buy end up gradually sold off and will not tell anyone.

Posted by Mikecyc > 2022-08-21 16:29 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 16:37 |

Post removed.Why?

Posted by Yu_and_Mee > 2022-08-21 16:41 | Report Abuse

calvin step on deadbody to earn money
now if really want to invest, perhaps safest but no guarantee sector is banking.

Posted by Yu_and_Mee > 2022-08-21 16:42 | Report Abuse

i put in PBB, CIMB, MBB, then no worry and can sleep well.
even drop also no worry because impact is relatively low. Of course hard to earn more also. But I'm ok for time being.

Posted by kuaTAKtahu > 2022-08-21 16:44 | Report Abuse

ATTRACTIVE VALUATION TO CONSIDER for long TERM

Posted by i3gambler > 2022-08-21 16:58 | Report Abuse

What banks have is mostly money, money will depreciate by time.
Of course they own their headquarter and may be a few other buildings.
So, if you want to go for banking sectors, why not consider Singapore banks?

Posted by Mikecyc > 2022-08-21 17:00 |

Post removed.Why?

Posted by calvintaneng > 2022-08-21 17:37 | Report Abuse

These are facts

Cpo was Rm1955 in year 2019

now Rm4093 is up 109%

Pharmaniaga made 2%

Tech only made 4% to 5% or none

Steel makes 10% but receivables (IOUs)

Gloves making 3% or none due to China glut and fierce competition

If not Palm oil what else ?

Posted by anthonytkh > 2022-08-21 18:16 | Report Abuse

i3gambler, creating money is the result of pressing a few buttons by central banks. If a bank approached its central bank for a loan, the central bank hits the computer keyboards and go “Ok done. BNPL”

Posted by i3gambler > 2022-08-21 19:29 | Report Abuse

In February 2020, that time FCPO was around 2500 - 2700.
KMLOONG announced that they were buying 5 pieces of Land in Sabah.
The purchase was completed in May 2022 for 4 pieces, and 1 piece was terminated.
The price per Land Area was 80000 / ha.
The price per Planted Area was 84500 / ha.

My opinions, for Sabah based plantation companies, if
1) The boss can be trusted and the company is properly managed.
2) The balance sheet is reasonably OK, not too much debts.
3) Dividend Yield not less than 2%.
4) EV / Planted Area is lower than 60000/ha.

Can buy some shares lor.

For apartment, we expect higher rental yield, may be 5%.
But for landed house, we expect lower rental yield, may be 2% as we expect the land will appreciate.
Same to stock investment, we expect lower dividend yield from plantation companies..

Posted by i3gambler > 2022-08-21 21:09 | Report Abuse

On 21 Feb 2020, KMLOONG provide Basis of and Justification for the Purchase Prices.

1) Boustead Rimba Nilai Sdn Bhd, a wholly-owned subsidiary of Boustead Plantations Berhad, had on 1 August 2018 entered into a sale and purchase agreement for the acquisition of oil palm plantation lands
comprising 17 land titles measuring a total of 12,144.99 acres in Districts of Beluran, Kinabatangan, and Labuk & Sugut, Sabah together with a palm oil mill and buildings erected thereon as well as moveable assets, machineries and vehicles for a consideration of RM397 million. The location of the 17 pieces of land are scattered and not in one location. More than half of the oil palm planted on the land are old mature tree and need to be replanted. The market value for the plantation land excluding the mill is RM348.3 million as at 1 July 2018 or approximately RM28,678.49 per acre.

2) Pontian United Plantations Berhad, a wholly-owned subsidiary of Felda Global Ventures Holdings Berhad, had on 8 June 2015 entered into a sale and purchase agreement for the acquisition of, amongst
others, a piece of oil palm plantation land located in the District of Beluran, Sabah measuring approximately 2,066.05 acres for a consideration of RM71,720,000.00, that is approximately RM34,713.00 per acre.

Posted by SEE_Research > 2022-08-21 21:25 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 21:34 |

Post removed.Why?

Posted by SEE_Research > 2022-08-21 21:42 | Report Abuse

To : paktua73 Please note : paktua73 ___ find at telegram
@swingdarkred73
From : SEE_RESEARCH issued on 9.30 pm., 21 August 2022, 1. SEE_RESEARCH shall help Prof Kevin _ to lessen his usual nightmares , by informing some of the Eagle Group to join your , paktua73 more efficient , result orientated awesome gain as compared to his ,Prof Kevin __ non working model in KLSE to hold dumb , to hold dumb , to hold dumb -- now , 21 August 2022 , __
who is more DUMB, DUMB , DUMB , the experienced swing player / paktua73 or __ or the runaway Prof Kevin to Bulugan forest by using his regular lorong tikus _ always , Prof Kevin is always so BOASTFUL
look down on Mikecyc __ who is the small , frighten tikus ?
and hide his head like an ostrich -- " The Great Prenteder " IS
ACTUALLY THE PROF KEVIN ================================================================================================================================================================== =https://youtu.be/rwfmbXJEBtY ========================================================================
morning..who want joined paktua public forum cam find at below..


as many was ask paktua to setup free public forum..
to nonred legions members..
too get update paktua n team battles war..
and get info directly from paktua..
paktua fulfil the request..

just find paktua id on tele below..
and write own username..
paktua will adds to new p.forum..
tut tut
find at telegram
@swingdarkred73

Posted by Mikecyc > 2022-08-21 21:54 |

Post removed.Why?

Posted by calvintaneng > 2022-08-21 22:16 | Report Abuse

i3gambler

In February 2020, that time FCPO was around 2500 - 2700.
KMLOONG announced that they were buying 5 pieces of Land in Sabah.
The purchase was completed in May 2022 for 4 pieces, and 1 piece was terminated.
The price per Land Area was 80000 / ha.
The price per Planted Area was 84500 / ha.

My opinions, for Sabah based plantation companies, if
1) The boss can be trusted and the company is properly managed.
2) The balance sheet is reasonably OK, not too much debts.
3) Dividend Yield not less than 2%.
4) EV / Planted Area is lower than 60000/ha.

Can buy some shares lor.

For apartment, we expect higher rental yield, may be 5%.
But for landed house, we expect lower rental yield, may be 2% as we expect the land will appreciate.
Same to stock investment, we expect lower dividend yield from plantation companies..


Calvin replies:

KM LOONG ALREADY STATED THEY WERE HAPPY IF CPO JUST MAIN AT RM3,000 A TON (NOW RM4,093 PER TON EXCELLENT)

TSH ALSO GOT 6 MILLS AND 50% SHARE OF {ALM OIL REFINERY IN SABAH

See

Blog: Kim Loong Resources eyes record year amid high CPO prices (The Lessons Revealed From Edgedaily Interview with KM Loong, Comments by Calvin Tan


https://klse1.i3investor.com/servlets/forum/600582749.jsp?fp=28

Posted by calvintaneng > 2022-08-21 22:17 |

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Posted by calvintaneng > 2022-08-21 22:24 |

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Posted by calvintaneng > 2022-08-21 22:29 | Report Abuse

So if KM Loong thinks Cpo at Rm3000 good enough NOW CPO AT RM4,093 SHOULD BE EXCELLENT FOR TSH AND ALL PALM OL CO

See

https://www.tradingview.com/symbols/MYX-FCPO1!/

Posted by SEE_Research > 2022-08-21 22:30 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 22:45 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 22:51 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 22:56 |

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Posted by calvintaneng > 2022-08-21 22:59 | Report Abuse

Take note

Tsh is a 42 year old company founded in 1980

Directors are buying their own shares non stop

Now already over 293 million and will soon reach 300 million shares for Kelvin Tan

These people trust Tsh leadership

1. Morgan Stanley chosen Tsh and Taann to be in Msci Malaysia out of 42 palm oil co

Posted by calvintaneng > 2022-08-21 23:00 | Report Abuse

Sabah Govt entrust Innoplant to Tsh
Sabah Govt also allocated 300,000 forest concession to Tsh for upkeep

Posted by calvintaneng > 2022-08-21 23:01 | Report Abuse

FONG SILING AKA COLD EYE TRUST LEADERSHIP OF TSH

Posted by calvintaneng > 2022-08-21 23:02 | Report Abuse

Wilmar trust Tsh by 50/50 Joint venture in Palm Oil Refinery in Sabah

Posted by calvintaneng > 2022-08-21 23:03 | Report Abuse

Billionaire Garibaldi Thohir trust Tsh by JV in investmrnts in East Kalimantan palm oil estates

Posted by calvintaneng > 2022-08-21 23:06 | Report Abuse

Tsh leadership has made Innoplant the most profitable Glc for Sabah Govt

And you can be certain Directors of Tsh will also make Tsh a better success than Inno

Posted by Mikecyc > 2022-08-21 23:12 |

Post removed.Why?

Posted by Mikecyc > 2022-08-21 23:14 | Report Abuse

Haha From the Latest Annual Report … its Normal Credit Terms is Not exceeding 12 months !!!!!!!