Posted by calvintaneng > 1 month ago | Report Abuse

The value of palm oil (esp Tsh Resources, Rsawit, Thplant, Wtk, Hs plant, Fgv, Sop, Taann, Jtiasa, Ioi corp and Simedarby plant is mispriced, misplaced and overlooked

so we like to buy and hold these

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2018-02-28-story-h1452576199-THE_RELENTLESS_PURSUIT_OF_VALUE_TA_ENTERPRIZE_NOW_TOP_VALUE_BUY_Calvin_

Posted by xiaoeh > 1 month ago | Report Abuse

Posted by prudentinvestor > 26 seconds ago | Report Abuse
There are always trustworthy and trustless people in these kind of forums. Think carefully when someone makes a recommendation, otherwise you may end up in Holland.

Dear Prudentinvestor
take the good one and ignore the one we do not need😂

Posted by chamlo > 1 month ago | Report Abuse

Prabowo still in Jakarta not IKN Nusantara? Why under Jokowi he said differently?

Posted by xiaoeh > 1 month ago | Report Abuse

to be frank Calvin
although Warran Buffett and your group taking long for the stock u believe
but even Warran Buffett buy and sell sometimes when mkt not in his favor
are u not unloading some plantation stocks and buy back later when mkt not in your favor?

Posted by calvintaneng > 1 month ago | Report Abuse

yes Xiaoeh

when Genine started to sell Jtiasa I also sold

then when Genine stopped selling I bought back Jtiasa at Rm1.03 and told Eagle Group to buy as well since Tsh giving 3.5 sen dividend

so after dividend is 99.5 sen holding cost (latest purchase)

Now Tsh has crossed Rm1.10 again

For Bplant I sold at only Rm1.53 (although Klk offerred to take private at Rm1.55)

Posted by xiaoeh > 1 month ago | Report Abuse

well noted and thanks Calvin

Posted by ScotFree > 1 month ago | Report Abuse

But your THplant gone Holland...no buy so good?

Posted by calvintaneng > 1 month ago | Report Abuse

Thplant ?

go check up Annual Report of Th plant

I was in Top 30 holder for one year with 900,000 shares

Posted by xiaoeh > 1 month ago | Report Abuse

Posted by ScotFree > 3 minutes ago | Report Abuse
But your THplant gone Holland...no buy so good?

to be frank and to be fair to Calvin
i asked Calvin about THPlant around 0.485 level and he gave typical buy call as usual
price shoot up not long after and now came down

what i'm trying to say is
we need to do own due diligence and study + deep inside we must know our own strength and weaknesses
do not blindly follow buy sell call
that's how we stay in the game

Posted by xiaoeh > 1 month ago | Report Abuse

i3 is the place to learn...
everything

Posted by calvintaneng > 1 month ago | Report Abuse

Thplant now 59 sen
with total shares 883 mil Thplant is worth Rm520 millions

Add Rm700 millions the cost is Rm1.2 Billions

since Thplant got 240,000 acres

per acre cost is Rm5800

per SQ is 12 sen

Ecrl now passing by Thplant land in Trengganu will enhance the value

in Dungun land value jumped from Rm1.00 to Rm18psf after Ecrl rail built nearby

So how can Thplant land be only 12 sen book value ?

Thplant also got land along Pan Borneo Highway near Serian

book value Rm5.8k psf?

worth far more now


when one day either Thplant sell some land or taken private like Bplant only then we will know it's actual value

people go gaga over Ksl or Uems

both are like mouse deer compared to the value of Thplant 240,000 acres land which is 3x bigger than Penang island land mass of 72,900 acres only

Posted by ScotFree > 1 month ago | Report Abuse

Good. Top 30. So did you accumulate over last few weeks for THplant

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by ScotFree > 1 month ago | Report Abuse

Actually THplant land reduced to 198k not 240k

Posted by calvintaneng > 1 month ago | Report Abuse

198000 acres still bigger than Spore entire landmass of 180,000 acres

In Spore just one good class Bungalow can worth more than all of Thplant

That is why Thplant is such a deep value company

Among the best and cheapest on earth

Posted by ScotFree > 1 month ago | Report Abuse

Not all GCB, only Eduardo's gcb

Posted by Mikecyc > 1 month ago | Report Abuse

Haha still Thplant ke .. remember:

TH Plantations' land sale under review
23 Jul 2020 — THE government is reviewing the disposal of large plots of land under TH Plantations Sdn Bhd to non-Bumiputera Tamaco Plantation Sdn Bhd, ...

After more than 1 year is Rejected by the Government n later sold to TDM …

Posted by Mikecyc > 1 month ago | Report Abuse

Haha Jaks signed MOU with TDM on July 2024 to lease 1730 acres land in Terengganu for LSS5 ( 2000 MW ) tender .. submitted tender 200 MW ( with intention up to 500 MW ) .. rental RM 578 per acre per year . Land can be a 200MW to 500 MW Solar farm depends on Solar panels efficiency.

Posted by Mikecyc > 1 month ago | Report Abuse

1.) Why Subur Tiasa and Rsawit ( under same RH group with Jtiasa ) are loss making in Timber and Plantation business?
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .😱

Posted by Mikecyc > 1 month ago | Report Abuse

Rimbunan Sawit to sell oil palm land in Miri for RM165 mil to help repay debts
21 Dec 2023 — Sarawak-based plantation group Rimbunan Sawit Bhd has proposed to dispose of 9935 hectares of oil palm land in Miri for a total of RM165 mil ….

Posted by Mikecyc > 1 month ago | Report Abuse

THPlant :
Current Ratio 4.15
Debt-Equity (DE) Ratio 1.82
FCF Yield 3.48 %

Rsawit :
Current Ratio 0.15
Debt-Equity (DE) Ratio 1.25
FCF Yield 2.86 %

Posted by Mikecyc > 1 month ago | Report Abuse

Haha Jtiasa ? See my posts in Jtiasa on hidden risks !!!

Posted by chamlo > 1 month ago | Report Abuse

JCY, Dufu, Hexcap i3 no 1 promoter why no more post?

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by StarOfTheBull > 1 month ago | Report Abuse

While big cannon continues to spill saliva, those misleaded one licking their wounds.

Posted by keatseongUOB > 1 month ago | Report Abuse

Thank you Calvin Tan for your palm oil postings. I learn a lot from sifu

Posted by calvintaneng > 1 month ago | Report Abuse

Happy morning all

Fcpo real time now is
Rm4,463

Experts told us earlier that Fcpo will fall in 2nd half of 2024 due to increase of Ffb plus soyoil price down

This is now proven wrong as Fcpo is now near Rm4500 MT

President Probowo being a belligerent advocate of Biofuel will push for B50 and all the way to B100

by then not enough palm oil to meet world demand

when demand unable to be filled Cpo prices will remain high

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

Posted by SEE_Research > 1 month ago |

Post removed.Why?

Posted by SEERESEARCH2023 > 1 month ago |

Post removed.Why?

Posted by ScotFree > 1 month ago | Report Abuse

Go over to THplant, more action there, Ah Tan is buying to become top 30

Posted by OneOracle > 1 month ago | Report Abuse

Last wk to get TSH below 1.10.
Next wk onward TSH wkly correction will be over like other plantation stock and will form golden cross like Jtiasa and Thplant.
Basically plantation stock will perform well as 2025 agriculture will boom.
FCPO forming Cup and handle on monthly.
TSH will also form a Cup and handle after the coming wkly golden cross .
If miss out Jtisia and Thplant not too late to buy TSH.

With Indonesia cutting export tax and boosting local DMO sales price and Higher CPO price.
TSH margin will be much higher and not affected by all the unfriendly policy and high cost on malaysia side.
Most indonesia plantation stock are rallying since July after the dmo price and lowered export tax adjustment because Indonesia upstream player will now enjoy higher margin to encourage replanting.

Posted by calvintaneng > 1 month ago | Report Abuse

Aiyoyo

Tsh don't up so fast lah

My elephant gun trained to buy more lorry loads more

So?

NAYSAYERS please continue to spam fear press down more

Ib banks also please do Rss short sell Tsh to us

😀😀😀

Posted by OneOracle > 1 month ago | Report Abuse

TSH new warrant expiry price at 1.40 in 2025.
Even the Issuer do not dare to go against the bull trend of Palm oil next year.

Posted by keatseongUOB > 1 month ago | Report Abuse

Mr Calvin I agree with your palm oil bullish view. May I ask if it is safe to buy TSH here and what is the target price? thank you

Posted by Sales > 1 month ago | Report Abuse

We all can buy cheap stock for TSH. Thank you to the naysayers.

Posted by calvintaneng > 1 month ago | Report Abuse

Safe to buy Tsh at Rm1.09?

See the complete picture

1. We first bought Tsh at this same price in year 2020/1
At Rm1.09

Director Lim Fook Hin also bought Tsh at Rm1.09 about that time

Director Tan Aik Yong bought 16 million Tsh shares at average price of Rm1.643
Holding all even when Tsh reached Rm1.89 till now and still holding

Chairman Kelvin Tan bought until he got 340 Million Tsh shares

And Both Uob bank and Spore Dbs bank loaded up Tsh shares to become Top 10

Public Mutual Got 3 Funds buying Tsh at much higher prices and even want to buy more

Eastspring Fund also in top 30 of Tsh

So we see very strong buyers in Tsh

Now after 5 years Tsh has pared down its debts from over Rm1.4 billions to become net cash positive

I told all to buy Jtiasa at stages 4 & 5 when it was 63 sen but naysayers have ridiculed it
Now Tsh is stage 6 to 7 and people chased it to double in price

So best time is to buy Tsh at stage 5 going to stage 6

Rm1.09 still very very cheap

When Tsh reached stage 6 or 7 it you will never be able to get Tsh at such low prices anymore

Posted by calvintaneng > 1 month ago | Report Abuse

Yes must thank naysayers

I bought 700,000 shares of jtiasa at 63 sen
Sold from Rm1.40 to Rm1.25 when Genine was selling

Then tikus mickey spammed fear in Jtiasa and it fell to Rm1.03

So i bought with help of tikus spam fear at Rm1.03
After receiving 3.5 sen dividend my cost for Tsh now (2nd round) is 99.5 sen

All must thank naysayers for helping us to get Tsh at such bargain prices now

Posted by calvintaneng > 1 month ago | Report Abuse

Correction
I bought jtiasa at Rm1.03 after tikus mickey spammed fear

Posted by calvintaneng > 1 month ago | Report Abuse

Note

Long ago Klk, Batu Kawan and United Plant were at phase 4 and their prices were Rm3 to Rm4


Now they are over Rm20 in phase 7 (so we think no longer cheap)

When Bplant was 57 sen it was in phase 3 to 4

However it jumped to stage 7 when Ltat took it private

Jtiasa was 63 and it was phase 4 now phase 6 to 7 as it turns into a dividend stock like Inno and Uplant

As for Rsawit, Thplant, Tsh and others there are still in phase 4 to 5
Hence they present us the best buys

Certainly for those who bought Klk and Uplant when there were Rm3 to Rm4 and held on till now have seen good success

So we buy value shares and hold - the cheaper the better - with help from all naysayers and ib bank rss shorting

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Posted by keatseongUOB > 1 month ago | Report Abuse

why did I get blue flagged ? I only praise Mr Calvin and get reported for abuse?

Posted by keatseongUOB > 1 month ago | Report Abuse

he is my sifu. That is not allowed?

Posted by ScotFree > 1 month ago | Report Abuse

Don't underestimate Ah Tan...but also don't overestimate...kikiki

Posted by calvintaneng > 1 month ago | Report Abuse

President Probowo push for B50 is causing fear of shortage again

https://www.thejakartapost.com/business/2024/10/23/industry-warns-b50-push-could-slash-palm-oil-exports-trigger-global-shortage.html

Posted by calvintaneng > 1 month ago | Report Abuse

President Probowo push for B50 is causing fear of shortage again

https://www.thejakartapost.com/business/2024/10/23/industry-warns-b50-push-could-slash-palm-oil-exports-trigger-global-shortage.html

Posted by calvintaneng > 1 month ago | Report Abuse

Can already see the coming shortfall

Indonesia only produced 46 millions tonnes of Cpo

and its own citizen are voracious consumer of palm oil at 20 millions tonnes a year (more than India)

leaving 26 millions tonnes

now more than 5 million tonnes go into B35

By next year will be B50

and then mop up more and more as it moved from B50 to B100

How will palm oil not 🚀🚀🚀 up

see

https://en.antaranews.com/news/330957/biodiesel-mix-cpo-output-increase-must-go-hand-in-hand-indef

Posted by ScotFree > 1 month ago | Report Abuse

There is only so much you can plant on a piece of land...

On another note, this thread is so liquid...yeah

Posted by mf > 1 month ago | Report Abuse

European stocks lower as traders focus on earnings and bond yields

Posted by calvintaneng > 1 month ago | Report Abuse

not to worry mf



if you invest defensively you can sleep like a carefree baby every night

see how safe is 🌴🌴🌴 in times like these

Dow Jones dropped 400 points but palm oil being a consumer staple still strong above Rm4,400 MT

and palm oil is "the only industry" that did well during The Asian Financial Crisis years of 1997/8

see

👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-10-24-story-h1592856157-Reposted_article_THE_IMPORTANCE_OF_DIVERSIFICATION_Calvin_Tan_This_is_a

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 month ago | Report Abuse

Stay focus on fundamentals.

How much cash will you receive from the company over the next few years?
Will these future cash flows be consistent and show increasing trend?
What rate of return you can receive risk free today?
What rate of return are you targeting in your investing for the next 5 years or 10 years?

Given your approach requiring a low risk, high reward approach (reward potential:downside risk = 3:1) and a CAGR of > 15% per year over the next 5 years, how much are you willing to pay to own this stock today?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 month ago | Report Abuse

A great company grows its revenues and earnings consistently.
Its management maintains or grows its profit margins consistently.
Its ROE and ROIC are high.


Its earnings are high quality, they generate a lot of cash flow from its operations CFO.
Its capex is generally less than 25% of its CFO, thus, it generates high consistent growing FCFs.

Due to its high, consistent and growing FCFs, the company has little debts, can grow organically, can buy back its own shares and also rewards its shareholders through dividend or through reinvestment into new growth projects.