@calviniswrong. Why would anyone create such a controversial name in a free sharing group. We are here to share and encourage. No one can proclaim they are smarter than others. If you only want to see TSH drop, I believe you haven't bought any shares in TSH. Would be grateful if you can leave the group.
@Impression you've clearly forgotten about when calvintaneng went to other forums to shit on the counters. If he can dish it out he better be able to take it too
impression, you are correct and i support you. we buy shares hoping to gain not to lose money. of course, Calvin TAN did a lot of research and he is a professional analyst.
Calvin Tan, being very optimistic and full of assurance in TSH, can you share with us how many shares you currently own in TSH. hoping all who owns TSH will become multi millionaire in future as one is able to wait for it to happen if God willing.
this Calvin Koresh Tan, brother of David Koresh, preach until you will believe and think he is the mesiah. What you think will happen if you lose money? it's ok....because it's for the long term etc. Please buy with your eyes opem and do your own diligence. I am ok with people sharing views but this self proclaimed guru and man of God goes around condemning other people's views and condemning other stocks
Bro calvin tan indeed 'Guru of Palm Oil' for his passionate research in palm oil industry. All-combine IB lousy analysts whom forecast wrongly on palm oil since 2020 until now, shame on lousy analyse on palm oil. Only rating high on very high PE tech-stocks, yet low return for investors. Retail investors wake up - Sell high PE tech-stocks/cryptocurrency, Buy palm oil stocks for hedging global food inflation. Grab TSH shares maximum to hold middle-long term for fantastic return 100%-500%-1,000%-10,000%. Go to read TSH annual report & recent TSH land sale in north kalimantan and TSH still owned 4 estates in kutai barat & timur [94,790 acres] which close to Indonesia new capital - Kutai Kartanegara & Penajam Paser Utara. Anything can be happened during Palm Oil Super-Bull-Run 2022-2023. Market chase palm stocks crazily, TSH rise to $5-$10-$20-$30...or more to come. Never in our life see CPO rise to 6,xxx now, so Palm Oil Super-Bull-Run 2022-2023. anything can be happened....
sales of 2 palm land and one mill profit about RM107 mil.Based on RM6500 per tonne the 1st Quarter,TSH 1st qrt EPS should get RM0.224...TSh coming RM3 is not a dream forc1st art.
4th quarter 21 cpo for TSH is rm4345 per tonne. about 60000 tonne FFB net profit 20% from revenue.now 1st quarter 22 CPO above Rm6000 plus,based on RM6400 per tonne ,already surpassed last qrt21 cpo by about rm2000 per tonne.rm2000 is a pure profit
please correct me if my calculation/justification is wrong....
whole of 2021 revenue was rn1188.91ml with rm1.60.45ml net profit (14.25%net profit margin) with average cpo prices rm3570 per tonne.(production cost rm1800 per tonne.) if average cpo price rm6000 per tone for whole of 2022 based on production 70000 tone quarterly.2022 revenue would be rm1,680 ml..last year rm3570 per tone against cost of production of rm1800 per tonne exactly 1 time the rm1800 per tone and earned a net profit margin 14.25%.this year rm6000 per tone would be 2.3 times the rm1800 cost per tonne. which would be 32.8%net profit margin for 2022 from revenue rm1,680ml .EPS for 2022 would be rm39.88 plus rm0.0756 (sales of palm land)= rm0.474 EPs for 2022.basd of 14.77 x PE ,TSH price would be rm7 by year end.. sorry if I'm wrong .
investorr, looks like you are an accountant! are you a graduate in accountancy? we need to accumulate as many shares in TSH as we can afford in order to be billionaires in future!
the levy will apply when cpo price reach USD1,500 or about rm6300 to rm6400.,existing levy of rm1573 for cpo below rm6300 stll apply ,meaning reach 6300 coo,addition cost of about usd300 or rm1260 additional in top of usd 375 or rm1573.(already factor on the existing levy)
if average cpo is rm6400,tsh would bear additional levy of about rm352 ml for 2022.which would reduce net profit margin...rm4 still achieve by year end based 14x PE
Hi Calvintenang today Indonesia govern announced total ban on all export of palm oil.TSh has 7 mills,of which 3 mills are located in Sabah,an balance 4 mills are in indon,how would the ban affect the profit of TSH,hope the ban is temporary.
No mater how, European & American anti palm oil, cannot go too far. -------------------------------------------------------------------------------- The funny thing is, despite the anti palm oil policy, eu is still the 3rd largest palm oil buyer after china and india.
Go figure. :)
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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....
calviniswrong
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Posted by calviniswrong > 2022-04-21 16:54 | Report Abuse
Calvin is wrong