Posted by Berlin > 2024-01-18 14:29 | Report Abuse

Calvin; Amazing rebuttal on cost of CPO production with no dates given, could be 2020 cost for all we know. Maybank IB's estimate of RM2670 per tonne was disclosed this week and can be found in today's The Star business section.

Posted by Berlin > 2024-01-18 14:36 | Report Abuse

Just for information, I hold TSH and JTiasa and would naturally want the share price to move up. But this serial plantation counter promoter in I3 is making too many unnecessary and inaccurate posts about an industry he knows little about. His wild claims are almost hilarious if not scandalous.

Posted by calvintaneng > 2024-01-18 14:55 | Report Abuse

Why after talking to palmoil industries Cfo, Ceo, Coo, Secretary these three years we are surprised that investors rely on Ib banks info on palmoil and not call them directly to get their info

Also Tsh Indon labour cost is 3.4 million Rupiah or Rm1,028

Posted by Berlin > 2024-01-18 14:57 | Report Abuse

Calvin the clown; Are you kidding? You made the claim, you call TSH to check the current estimated cost of CPO production and report back to us. Now be a good boy and do as I say.

Posted by calvintaneng > 2024-01-18 14:58 | Report Abuse

Who are more accurate

1. Insider Palm oil co founder, accountants, Cfo, secretary

Or Ib bankers, research house, analyst

On palm oil

Are Outsiders more knowledgeable?

Are they expert first hand planters?

Posted by titan3322 > 2024-01-18 15:03 | Report Abuse

Do not argue too much. I think in the current environment those invested in plantations they do not lose too much neither they made lots of profits but take comfort that many naive investors are now crying, so it depends on your appetite. Tsh is a counter you can hold long bcoz all the negatives elements surrounding this stocks has subsided but I can't rule out the possibility of the presence of manipulative parties for this stocks

Posted by Berlin > 2024-01-18 15:07 | Report Abuse

Prevaricating once again. Go call Ms Fong of TSH. What are you doing sitting in some high rise apartment in Singapore and bashing the keys on your computer? This weekend, do take some time off and visit a palm oil estate/mill in Johore. Just to get a little dirty and a feel of the earth.

Posted by calvintaneng > 2024-01-18 15:41 | Report Abuse

Ok take note

3.4 millions rupiah (Rm1,028) refers to Tsh Indon Workers in Palm oil Estates of Indonesia

for Sabah the wages are higher

however since the bulk of Tsh oil palms now are in Indonesia it will benefit more than others in Malaysia as cost of wages are lower plus abundantly available

Posted by titan3322 > 2024-01-18 16:04 | Report Abuse

Buy !

Posted by OneOracle > 2024-01-18 16:59 | Report Abuse

Just get ready for 4300 in a few mths time.

Posted by OneOracle > 2024-01-18 17:49 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/01/18/indonesia039s-biomass-consumption-target-in-2024-nearly-triples

TSH going to build 4 to 5 in future. YTLpower got clean energy.
TSH also got many clean energy power plant in future .
Most likely near to the Kalimantan Greentech park which they sold to the Indonesia government.
Now you see the synergy?
And why TSH is not paying as much dividend as other4s?
They need a lot of fund to expand.

Further boosting its operations, HLIB said, TSH will expand its renewable energy efforts into Indonesia by investing in four to five biogas plants over the next few years.

Posted by titan3322 > 2024-01-18 19:44 | Report Abuse

Tomolo will go 5% up 🤣🤣

Posted by titan3322 > 2024-01-18 22:33 | Report Abuse

@AwesomeCallvin08 no need to be so sarcastic lah Wei, everyone has the right to share his view and you are just doing it yourself now. Only time will tell whose view is the more reliable one 😀🤣

Posted by OneOracle > 2024-01-19 08:08 | Report Abuse

中国等国大举购买美国农地 具体数量不明确

https://www.klsescreener.com/v2/news/view/1265407/%E4%B8%AD%E5%9B%BD%E7%AD%89%E5%9B%BD%E5%A4%A7%E4%B8%BE%E8%B4%AD%E4%B9%B0%E7%BE%8E%E5%9B%BD%E5%86%9C%E5%9C%B0-%E5%85%B7%E4%BD%93%E6%95%B0%E9%87%8F%E4%B8%8D%E6%98%8E%E7%A1%AE

Why buy so much. Many sifu say plantation no future.

Posted by OneOracle > 2024-01-19 09:26 | Report Abuse

Why so many investor want to invest in those lapsap counter?
Because they cannot tolerate slow win.
They want fast win and fast win follow by fast lose. You got no time to respond.
Slow win mean slow lose u got time to respond.
Warren Buffet taught slow earn is the secret to success.
Even you buy most undervalued plantation stock and keep for 10 years.
You will find that your investment grow slowly over time with dividend and capital.
No need heart attack day and night.

If you want play play for fun in those punter counter for entertainment then no problem

Posted by OneOracle > 2024-01-19 10:03 | Report Abuse

If biden win for 2nd term.
Prepare all commodity to fly high because he doesnt care anymore .
All hard tactic by him to press down commodity prices will open the door for super inflation.
This will leave a big mess for opposition win next term as planned.

See soybean oil is at double bottom of monthly chart.
And cant go down much further.
when both palm oil and soybean oil found their hardest bottom.
Whats next?

Posted by OneOracle > 2024-01-19 11:15 | Report Abuse

The physic in commodity world is , kill high price with higher price.
But biden try to kill high price with low price using interest rate.
So it will result in even higher price.
Please obey the law of physic

Posted by calvintaneng > 2024-01-19 11:38 | Report Abuse

Fcpo now Rm3900
Cost of cpo production Rm2000

Gross profit 95%

Where on earth any product or industry can offer 95% gross profit?

Posted by Berlin > 2024-01-19 14:03 | Report Abuse

Calvintaneng is a bad bad boy who did not do his homework on the estimated cost of CPO production in Malaysia. Neither did he call Ms Fong of TSH, or Ms Ivy Lee, head CIMB Agri business research. He insists on using his own outdated figure of RM2000. What does someone imprisoned in a high rise apartment in Singapore with no real time knowledge of managing an estate or mill know about the vagaries of CPO production costs?

Posted by Believe3222 > 2024-01-19 14:15 | Report Abuse

Cheatvin bought when RM1.8, now he potong his kkb pray day and night see how to average the cost

Posted by kokchengkai > 2024-01-20 01:50 | Report Abuse

Malaysian palm oil futures hovered near MYR 3,950 per tonne, rallying for the second successive session to a near two-month high amid strength in rival edible oils and robust demand from key buyer China ahead of the Lunar New Year festival. The contracts are heading for the second consecutive increase for the week, jumping around 2.3%, supported by bets of lower production during Q1 of 2024 due to adverse weather. Palm oil production for Jan. 1-15 in Malaysia is projected to tumble by 17% from the prior month, Reuters said. Meantime, India has extended low import duties on edible oils until March 2025. Capping the bullish momentum was weaker crude oil prices. Meantime, cargo surveyors' for Jan 1-15 data were mixed. Exports of Malaysian palm oil products during the period dropped 2.6% to 604,474 tons from the same period in December, according to AmSpec Agri Malaysia; while readings from Intertek Testing Services showed exports rose 6.5% to 629,918 tons.

Posted by calvintaneng > 2024-01-20 02:39 | Report Abuse

Believe3222

SEE THIS VERY VERY VERY CAREFULLY

DID CALVIN TAN BOUGHT TSH RESOURCES AT THE HIGH PRICE OF RM1.80? IS HE TRYING TO ASK YOU TO PUSH UP FOR HIM TO ESCAPE?, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-20-story-h-190327498-DID_CALVIN_TAN_BOUGHT_TSH_RESOURCES_AT_THE_HIGH_PRICE_OF_RM1_80_IS_HE_T#google_vignette

Posted by OneOracle > 2024-01-21 09:33 | Report Abuse

Wall Street’s Call to Diversify into Commodities as Inflation Figures Redefine Market Expectations

According to their 2024 outlook reports – a long list of Wall Street banks have raised their price forecasts for the year ahead and are advising their clients to shift away from Stocks and Bonds and diversify into Commodities for 2024.

JP Morgan, Citigroup and Goldman Sachs believe the risk-to-reward in Equities and Bonds is now heavily skewed to the downside. While on the flipside, Commodities look much more appealing and present the most attractive risk-to-reward heading into the end of the year and 2024.

Last week, a normal week for markets became something extraordinary after the closely watched Consumer Price and Producer Price Inflation figures gave traders a greenlight to declare that the Federal Reserve’s fight against inflation was finally over.

U.S Producer Price Inflation cooled off in October, reversing a three-month trend that had seen the cost of energy push up prices. The Producer Price Index, fell 0.5% on a monthly basis – its largest monthly drop since April 2020.

Meanwhile, a day earlier, U.S Consumer Price Inflation also fell more than expected to 3.2% in October – the first decline in four months.

The Fed held its benchmark interest rate steady at a 22-year high this month. Traders had put the likelihood of another rate hike at 30% just before the PPI and CPI releases, but by Wednesday that had been priced out altogether. Instead, they moved to ratchet up the likelihood of a cut, with the prospect of a cut by March soaring from 23% on Monday to 86% by Wednesday’s close.

Anticipating Record Highs in Commodity Prices Amidst Shifting Rate Cut Expectations

Right now, we are seeing the market narrative rapidly shift away from “higher-for-longer interest rates” to “bigger-than-expected rate cuts in 2024”.

As traders know – “the bigger the rate cut, the more bullish it will be for Commodity prices”.

If history is anything to go by, then this new shift in narrative almost certainty sets the stage for Commodity prices to hit new record highs in the coming weeks and months ahead.

According to UBS, the Fed will start cutting rates as soon as March, on the expectation that the U.S economy will slide into recession by the second quarter. This in turn will prompt the central bank to cut rates by 275 basis points next year, with the terminal rate plunging to 1.25% by early 2025.

The big question now is when will the Fed start cutting interest rates?

Posted by gohkimhock > 2024-01-21 23:13 | Report Abuse

Not worth putting your capital into plantation stocks. It has no growth. Expenses are getting higher and slowly eating into its profit. Unless the commodity itself can command a higher price in the future, otherwise, the price will be stagnant for a long time. If CPO can shoot up to RM7k per tonne, i will go straight buy plantation counters tomorrow.

Plantation sector currently is like putting inside Fixed Deposit, but with a higher interest rate. If the commodity price itself doesn't move, so this is what you will be getting..

Posted by calvintaneng > 2024-01-22 02:12 | Report Abuse

https://www.youtube.com/watch?v=jOdSFMjbk0s

Posted by calvintaneng > 2024-01-22 02:13 | Report Abuse

calvintaneng

Gohkimhock

You have vested interest in questionable accounting of Kgb which Calvin has pointed and warned you

So it does not matter what you say

Let time proof all things

Posted by calvintaneng > 2024-01-22 02:14 | Report Abuse

https://www.youtube.com/watch?v=lNG_-8lpuZw

Posted by OneOracle > 2024-01-22 13:14 | Report Abuse

TSH finishing Monthly MACD correction above 0.
GC in feb soon.
Continue Monthly uptrend towards rm2 in 2024.
Fire element is indeed good for Earth element plantation.
Do not wait until Nusantara complete its 1st phase then buy.
At current price Nusantara is not priced in at all.

Posted by calvintaneng > 2024-01-22 13:39 | Report Abuse

Correct

People are short sighted thinking only of JB boom due to Spore - Jb Rts and chased up Johor property stocks

Rts only cost rm4 billions or more to build

Ikn Nusantara cost more than Rm100 Billions

So by Aug 2024 when phase one of ikn nusantara ready the World Top Nation leaders will be invited there

For Rts Jb - Spore long time more till Dec 2026

And only Malaysia & Spore will celebrate

So we buy Tsh ahead of the best news yet to come

Posted by calvintaneng > 2024-01-22 13:48 | Report Abuse

Correction

Cost of building Rts Johor- Singapore Rm10 billions

Cost of building Ikn Nusantara Rm166 Billions to Rm200 Billions initial outlay

Projected to draw in Investment when first phase completed

Posted by OneOracle > 2024-01-22 14:03 | Report Abuse

Effect of Nusantara radiates thru whole ASEAN region.
Nusantara is new future Capitol .

JB cannot compare.

Posted by calvintaneng > 2024-01-22 15:45 | Report Abuse

Why is calvintaneng so bullish on TSH RESOURCES? Lessons from Investing in GSB (slow and steady win the race) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-22-story-h-190294018-Why_is_calvintaneng_so_bullish_on_TSH_RESOURCES_Lessons_from_Investing_

Posted by hng33 > 2024-01-22 16:23 | Report Abuse

bough tsh at 1.01

Posted by calvintaneng > 2024-01-22 16:31 | Report Abuse

Posted by hng33 > 1 minute ago | Report Abuse

bough tsh at 1.01

Kungfu man of i3 Mr Hng33!

Calvin saw you bought Drb Hicom due to E Commerce play in 2017 at 92 sen
And you sold at 93 sen to 94 sen for a kungfu skill of few cents profit

Calvin told you to hold Drb but you itchy itchy sold

Too bad

Drb then went up to Rm2.70 making a 200% gain

So listen Hng33

Listen! Listen! Listen!

Like this

Now you got buy Tsh at Rm1.01

when Tsh reached Rm2.02 (up 100%) then only sell half and get back all your capital

Then Tsh will be your "free shares" for life

HOLD TIGHTLY TSH FOR MANY MORE YEARS TO COME

LAND PRICES IN IKN NUSANTARA WILL GO UP BY 3X, 5X, 10X, 50X or 100X for years to come

TSH will making you into

HNG33

Highly
Noticed
Guru

33 means alive alive (You will be still around in i3 till year 2045 ok

Posted by calvintaneng > 2024-01-22 17:56 | Report Abuse

Hng33 very smart

Land sold did not escape your eyes

Fyi

According to Eagle Group Vijay email to Tsh hq they replied Tsh cost of Cpo production rm2000 to Rm2200

Posted by calvintaneng > 2024-01-22 17:59 | Report Abuse

Tsh got an edge because the majority of its palm oil estates now located in Indonesia

Over there got easy access to Ffb indon fruit harvesters and labour cost also lower at 3.4 mil rupiah (about Rm1,028 only)

Posted by calvintaneng > 2024-01-23 01:32 | Report Abuse

https://www.youtube.com/watch?v=rdf_2AvldEc

Posted by OneOracle > 2024-01-23 09:04 | Report Abuse

Soybean Oil Rises With More US Demand Forecast for Biofuels.

The HUGE philip 66 world largest biofuel plant will be operating in a few weeks.

The Phillips 66 facility in Rodeo, California, has received environmental approval to start operating soon, a Zacks report said. That pushed most-active soybean oil futures up 2.7%, the biggest daily advance since. Dec. 7.

The plant — a former crude oil refinery — will use waste oils, fats, greases and vegetable oils to produce an initial 800 million gallons of renewable fuels per year, including renewable diesel, renewable gasoline and sustainable aviation fuel, according to the company.

“This is a big project,” said Victor Martins, Latin America risk manager at brokerage Amius Ltd., and is an indication of more demand for soy oil in the US. Palm oil and crude oil futures also advanced on Monday.

Both soybean oil and palm oil found their bottom on monthly chart.
Soon FCPO will be above 4k

https://finance.yahoo.com/news/china-corn-prices-tumble-three-042452394.html

Posted by OneOracle > 2024-01-23 09:21 | Report Abuse

TSH can make decent profit at price around 3200 to 3300 k base on recent qtrs.
Going forwatrd above 4k to 5 k.
You know how much every rm100 increase will bring?

Posted by FlyingEagle > 2024-01-23 09:30 | Report Abuse

Bro calvintaneng , just ask TSH Oil Palm land in indonesia bigger or Orient oil palm land larger ? Thanks !

Posted by calvintaneng > 2024-01-23 10:52 | Report Abuse

Oriental palm oil in AR reported quite small

Also located in Sumatra and i think the Riau Islands

In any case they are only palm oil

For Tsh it has 94700 acres. In prime location of Ikn nusantara

Posted by calvintaneng > 2024-01-23 11:48 | Report Abuse

calvintaneng

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

AS LONG AS FCPO AT RM3000 JTIASA AND ALL UPSTREAM OIL PALM WILL DO WELL

CPO ANYTHING ABOVE RM3000 WILL BE AN ADDED BONUS AND BOOSTER

Posted by calvintaneng > 2024-01-23 12:20 | Report Abuse

THESE ARE LONG TERM FUNDAMENTAL SUPPORT FOR PALM OIL

1. PERENIAL DEMAND WHICH IS FOR AS LONG AS HUMAN BEING EXISTS ON PLANET EARTH

A. COOKING OIL
ALL HUMANS NEED TO EAT FOOD. PALM OIL IS THE CHEAPEST COOKING OIL USED BY 8 BILLIONS
HEAVY USERS OF PALM OIL ARE CHINA, INDIA, PAKISTAN AND OTHERS

AS IN TOOTHPASTE

EVERY MORNING AND NIGHT 8 BILLION PEOPLE NEED TO BRUSH TEETH WITH COLGATE PALM OIL AND OILVE

3. 50% OF ALL CONSUMER GOODS IN SUPERMARKET GOT PALM OIL

ALL THE NEED FOR GREEN ENERGY

INDONESIA BIOFUEL B35 WILL INCREASE TO B100

AT B100 77% OF ALL PALM OIL PRODUCED IN INDONESIA WILL BE USED AS BIOFUEL

ONLY 23% LEFT
NOT ENOUGH FOR EXPORT

IN USA THEY NOW GOT TO IMPORT SOYOIL FOR BIOFUEL

SO FROM BOTH FOOD AND FUEL THERE ARE TWIN SUPPORT FOR PALM OIL

AS WORLD POPULATION INCREASES AND PALM OIL LANDS CANNOT INCREASE DEMAND WILL CONTINUE TO OUTSTRIP SUPPLY JUST LIKE FISH IN THE SEA (NOT ENOUGH) AND GETTING EXPENSIVE

SO PALM OIL CAN ONLY GO PAST RM4000, PAST RM5000, PAST RM6000 AGAIN AND ON TO HIGHER PRICES

THAT IS WHY PALM OIL DEMAND IS INELASTIC LIKE WATER

PLUS A PLUS POINT

END OF LIFE USE FOR PALM OIL

THE UNDERLYING LANDS ONE DAY WILL HAVE COMMERCIAL POTENTIAL AND CONVERTED INTO HOUSING, DATA CENTER, SOLAR FARM, INDUSTRIAL PARK, NEW TOWNSHIP AND EVEN NEW CAPITAL CITIES

Posted by rusliasas > 2024-01-23 17:19 | Report Abuse

I sold a month ago n cut lost. The proceeds had been invested into PBA. PBA investment contributed very handsome profit. Calvin stock of TSH is outdated n until now still like sleeping Volcano.

Posted by calvintaneng > 2024-01-23 17:56 | Report Abuse

Govt to allow plantation sector to hire foreign workers, says Johari Ghani

https://theedgemalaysia.com/node/698335

GREAT NEWS

ONLY PLANTATION COMPANIES ARE ALLOWED TO RECRUITE FOREIGNERS AS WORKERS (OTHER INDUSTRIES NOT ALLOWED)

FOCUS NOW ON PLANTATION SECTORS

Posted by calvintaneng > 2024-01-23 17:57 | Report Abuse

rusliasas

I sold a month ago n cut lost. The proceeds had been invested into PBA. PBA investment contributed very handsome profit. Calvin stock of TSH is outdated n until now still like sleeping Volcano.

Others kept quiet

Might have bought Rapid, Scib and other LIMIT DOWN Shares

At Least we are VERY SAFE

Posted by calvintaneng > 2024-01-23 18:12 | Report Abuse

https://www.youtube.com/watch?v=OPsW1FF7vlw

Posted by OneOracle > 2024-01-24 08:20 | Report Abuse

Phillips 66 PSX is on the verge of launching its Rodeo Renewed plant, a revolutionary renewable diesel facility in Rodeo, CA.

The significant step forward comes after successfully navigating a comprehensive environmental review, marking a milestone in the company’s transition from traditional oil refining to renewable fuel production.

Phillips 66’s Rodeo Renewed project is poised to become the world’s largest renewable fuel production facility upon completion. This ambitious project is expected to significantly reduce the facility’s greenhouse gas emissions by 50%, as it ceases to process crude oil. The facility’s conversion aligns with broader industry trends toward renewable energy sources and reflects growing environmental consciousness in fuel production.

The Rodeo Renewed plant represents a significant shift in energy production toward more sustainable practices. Phillips 66’s initiative is a response to both regulatory pressures and market trends favoring renewable energy sources. While the project promises substantial environmental benefits, it also highlights the ongoing challenges and complexities involved in transitioning from traditional fossil fuel sources to renewable energy.

soybean oil had reach bottom and wkly gc is coming.
Monthly double bottom formed.
Palm oil will cross 4k soon as soybean oil march toward 60 again .

Posted by OneOracle > 2024-01-24 08:43 | Report Abuse

Plantation index hit 9000 point when palm oil is at 4k in 2011 that is the resistance until now.
Now the 4k resistance is almost turning to support hence plantation index will break 9k point in the future.
Remember all the lagged index like utitlites ,property and construction already run a lot and some even break previous high.
It will rotate to plantation as it had not break previous high and not even started running high even though fundamental like CPO price and Land Value had changed drastically higher.
Most plantation company like TSH still carry land value at super cheap old book value .
TSH NTA shld be around 6 to 7 if revalued.

Posted by OneOracle > 2024-01-24 08:58 | Report Abuse

If cpo at 4k yet production yield is dropping.
It mean 4k is not a high price that will kill high price.
Meaning current price is too low to grow production so it can only go higher until it find a higher price that can boost production.