SBB insiders but first sell later or sell first buy later looks like 2 sen spread everyday. When CPO was above 5K/tonne TSH was going at 1.18 now that CPO for 2025 has fallen below RM 4600/tonne SBB at 1.25 , is that good management ? The right thing to do is to distribute more dividend, in this way you don't have to do SBB the share price will rise gradually ! 🤣🤣🐒🐒
Kawan 2025 is not January only, please check the futures CPO price for May 2025 onwards, certain months are below RM4300/tonne. Cakap only if you paham 🐒🐒🪱🪱🐛🐛🦎🦎🤣🤣🤣
THE FUNDAMENTALS INSIDE TSH IS NOW AT ITS HEALTHIEST SINCE RM1.46 BILLIONS DEBT SETTLED
FROM NOW THE STRONG SURPLUS CASH INFLOW FROM HIGH CPO PLUS ANY MORE ASSET DISPOSAL TO UNLOCK CASH SHOULD SEE SPECIAL DIVIDEND WINDFALL (THIS WAS DONE BY BPLANT & NOW IS TSH'S TURN)
1. In Peninsular Disel price no subsidy will up 52%
All construction materials will rise in price
Logistic transport will rise in price as well
Plus Ron95 petrol will also rise
So property stocks will do less well
Tsh by virtue of its 20% to 30% operations in Sabah (no 52% diesel price rise) & balance all in Indonesia ( got support by B40 on Jan 2025) should do exceedingly well
Aggressively supporting the price only, imagine if there's no SBB the stock price will go free fall and people who sold at 1.25 can always go for high dividend yield stock especially now when the CPO price is retreating. When all the cash is used up for SBB then no cash for dividend lor🤣🤣🐒🐒 business 🤣🤣
🤣🤣🤣semua shiok sendiri SOP one of the best plantations Co today dropped 6 sen 😄 stock like this can rebound if bought low but TSH ? If you buy at 1.25 you will be stuck for months so it is like a dead stock buying up at 1.25 from people who are selling. No trading opportunities at all, in the end have to skip lunch if still holding to it 🤣🤣🐒🐒🐓🐓🪱🪱🤣
Sop got give Esos to staff at low discounted prices of which they could sell into open market to take profit so it favours Employees more than stock holders
Directors of Tsh bought shares from open market in fair and transparent manner. We don't see them get Esos at discounted price but they used their own hard earned monies to buy Tsh shares just like us
And they get rewarded by good dividends just like everyone does
Sop stingy on dividend but generous to staff
For this reason we think Tsh BOD are doing an honorable job
Today Tsh again did SBB up to 1.5 million shares at Rm1.25 fixed price
however IB Banks have Sold more Tsh during closing time at Rm1.24 to suppress Tsh due to their call warrants Nevertheless Tsh is wise to deploy cash in buying up cheap Tsh shares from open market
These shares can be given out as a reward to shareholders as dividend in specie in future
What is Executive Chairman Kelvin Tan thinking? Aggressive sbb at a time when future CPO prices show a moderating trend in 2025. Reminds of his own TSH share buying spree from May 2022 to Jan 2023 when he purchased some 76 m shares in daily 500k tranches in open market prices from around 1.25 to 1.00 and then suddenly stopped on 11/1/23. Totally inexplicable and almost bizarre behavior. Did it help prop up the share price? Evidently not but provided extra liquidity for many to exit.
The company will run out of cash before sellers run out of selling stock at 1.25 should CPO prices fall back towards RM4k in 2025 and weak holders want out. It happened after May 2022 when CPO prices corrected to normal levels around RM4k and TSH fell below 1.00.
I hope it doesn't become another Top Gloves aggressively defending the stock price from RM 7 which eventually fell below RM1 and cannot pay dividends anymore 🤣🤣
Privatize at 1.25? No premium to market? The bid is too low to get at least 90% control and then compulsorily acquire the rest. Even at 1.25, he needs to secure funding of approx 1 billion to make a bid for shares he and his siblings do not control. Not chicken feed for an individual. Back of the envelop calculations indicate Kelvin Tan and siblings control some 600m shares.
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....
calvintaneng
56,970 posts
Posted by calvintaneng > 2 weeks ago | Report Abuse
SBB is very good
See Top Secret number 5
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-12-15-story-h1595602911-TOP_10_VALUABLE_INVESTMENT_SECRETS_MY_JOHOR_SIFU_TAUGHT_ME_5_RIDING_ON_