Mikecyc

Haha as posted during 2020 .. Conartist Callvin promoted average 4 stocks per month since Became Conartist from 2017 ( 2016 is Negative views commentator) … 1 year promoted 48 stocks… before Ran Road on December 2020… with Highest record 15 stocks per month !🤣🤣🤣

4 days ago

Mikecyc

Haha Pokkai Conartist why so Pokkai until cannot afford a Cruise Ship ticket.. need to told Lie by Lie !🤣🤣🤣😱

4 days ago

calvintaneng

These ones tell us what?

Read with open mind

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h1535448033-What_other_i3_Forum_Friends_Continue_to_Say_About_Calvin_Tan_Even_now_i

4 days ago

Mikecyc

Haha as usual always a Big Cannon in Promoting… he played his Kon maths … add up NFCP budgeted funding n IR4 funding to Promote Netx !

4 days ago

Mikecyc

Haha I had been debated against Conartist Callvin since September 2019 until today …

4 days ago

Mikecyc

Haha even cannot afford a new hphone .. during 2020 saying his hphone is down .. after 2 days Sandrakkc posted a hphone no for recruitment… 9 days later posted the old hphone no is Up … chased by Ah Long ke !🤣🤔

4 days ago

Mikecyc

Haha because Conartist Callvin bullied me as a Newbie with a Rape photo in his blog on 2020 to show how Superb class n untouchable he is !

4 days ago

Mikecyc

Haha Conartist Callvin always a Big Cannon but why so Pakkai le !🤣🤣🤣🤔

4 days ago

Mikecyc

Haha why the part time pastor Conartist Callvin in Netx dared not post religious content for Promoting.. as Admin did not allowed n aka id are not effective in flag report after Netx n TG case !

4 days ago

Mikecyc

Haha recalled Big Cannon Conartist Callvin promoted Naim with land sale with Dividends.. but did not mentioned in 2 Dividend payout … after the 1st Dividend.. he MIA oredi !

4 days ago

Mikecyc

Haha during Conartist Callvin promoting Netx … his partner is Stockraider.. Konartist sslleee later appeared in Netx to bail out Stockraider telling lies on my Question on the Insas WB wayang …. Then Konartist sslleee said stockraider won 1 Myvi in Netx RI n Warrant .. Stockraider said won 2 Myvi .. then Klon the wayang script on Insas RI : PB n WC .

After Konartist sslleee appeared in Netx .. his Kon gang with aka id appeared to promote Netx … from Tunepro , Pasukhas , Hengyuan , Petronm , Bplant !

3 days ago

Mikecyc

Haha oh Stockraider invested RM 5000 in Insas WB play wayang with Conartist Callvin!

3 days ago

SEERESEARCH2023

Huge net outflow from bankers. Run!

3 days ago

calvintaneng

just happily added more Tsh at Rm1.08

3 days ago

calvintaneng

buying Tsh now is just like buying Ijmplant (Rm1.86):bplant (57 sen): or Jtiasa (63 sen)

so cheap

how to miss

3 days ago

prudentinvestor

"just happily added more Tsh at Rm1.08"
You are happily increasing your portfolio but many are wondering why other oil palm counters like KLK, SDG and Jtiasa have already shot up so much over the past few weeks while TSH remains stagnant.

3 days ago

calvintaneng

Hahaha

I will buy when prices are cheap

Few days ago bought Jtiasa at Rm1.16 and Rsawit at 25 sen

Much earlier bought Thplant at 57 sen low

Since all up i did not chase but buy laggard Tsh

3 days ago

Berlin

Calvintaneng; "Since all up i did not chase but buy laggard Tsh"

Why did you not pick the "all up" plantation stocks to buy earlier? Not very clever is it? You can now sell the "all up" stocks in exchange for more TSH. I can exchange 1 JTiasa for 1.2 TSH after making the reverse switch some 3 months back. Laggard TSH will remain so unless its Nusantara lands can be monetized and that dream is fraught with uncertainties.

2 days ago

flexibt

https://www.malaymail.com/news/money/2024/10/25/malaysias-palm-oil-surge-whats-driving-prices-to-biggest-highs-since-2022/154752

2 days ago

flexibt

https://www.ofimagazine.com/news/malaysia-and-indonesia-hiking-export-taxes

2 days ago

calvintaneng

Good ideas to take note

1. According to Wahab
"Rm4,000 to Rm4,500 will be the new normal for Cpo"

2. While palm oil demand grows by 3% to 5% yearly production is stagnant


3. On the other hand more and more palm oil estates in Mt Austin Area Johor are cleared for housing. From every direction palm trees are cut down to make way for new houses

Also in Sedenak large swath palm lands are cleared out and turned into Mushrooming Data Centers.
At this rate of lightning speed Housing, Data Centers and Solar Farm will replace Palm oil estates in Johor and other parts of Malaysia and Indonesia as both industrialised

Will Cpo cross Rm5000 mark and reach Rm6,000 one day?

Nobody knows however, the chance of Cpo falling back to Rm2500 range looks quite impossible

40 years ago in Batu Road we can buy 3 good durians for Rm10

Those good old days are gone
Most durians are sold for 3 for Rm100 today

So will be palm oil
It can only go up

2 days ago

calvintaneng

Long ago crude oil was sold for Usd3 per barrel. The West bullied the Arabs and suppressed not until...

Not until?

Not until The Arabs formed Opec and Crude oil prices jumped to Usd10. Then to Usd30 and on to Usd50

Usd50 was the new normal. In certain times crude oil even crossed Usd100. Who would have thought when crude was Rm3 one future day it could trade above Usd100 per barrel?

So now the new normal for crude is Usd50 to Usd100 range (never go back to Usd3)

By the same token Indonesia chagrined by the West constant attack is now turning Cpo into B40 (mandatory which is enforced by law) and from there it will go up to B50 plus eventually to B100

By the time B100 is implemented more than 70% of all Cpo produced in Indonesia will be Biofuel

The unthinkable scenario will come then

Just as Crude oil no longer cheap like Usd3 per barrel what will be the new normal price for Cpo in future?

2 days ago

calvintaneng

Tok Mat said of Bplant, " planting ....on gold mine lands"

And so planting palm oil no longer viable if the underlying lands can serve higher purpose.
So Ltat was instructed to take Bplant private at Rm1.55

After that?

Bplant sold Kedah lands to Kedah Industrial Park for Rm333,000 per acre (all 1,200 acres out of 220,000 acres owned by Bplant)

A check with Bplant book value tells us their holding cost only Rm30,000 an acre

That means Ltat made more than 1,000% profit just by selling these lands

Before that Bplant sold more than 1,500 acres in Kulai to Ytl power for building Data Center cum solar farm

Another 500 acres was carved out for housing enclave near Kajang by Boustead the Property arm

Already 3,000 acres of oil palm will disappear for forever

Very hard to increase palm oil acreage but very easy to see palm oil lands converted to Industries, Data Center, Solar farm and new townships everywhere

So wealth is generated by harvesting ffb. But where development catches up

Hey presto!

Just sell palm oil lands for 3X, 5X or up to 10X profits

2 days ago

Berlin

Calvintaneng ; What's with all the drivel? Can't give a decent rebuttal so post a ton of hopeless information to show how learned you are? You can't get away with such diversions anymore. Some of us here have an eye out for your tricks.

2 days ago

calvintaneng

Berlin:

No. No wasting to to reply as i holding Tsh, Rsawit, Thplant, Jtiasa, Hs Plant, Taann, Ioi corp, Bumitama, Goldenagri, First Resources, Wilmar and other palm oil shares

Just hold for the ongoing bullrun

2 days ago

calvintaneng

Rm4,868 fcpo now

All upstream palm oil will do very well

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

2 days ago

prudentinvestor

Calvin TTP, you often claim that TSH needs a CPO price of RM2,000 a ton to break even. Assuming total production of CPO amounts to 200,000 tons this year and average price is RM3,800 per ton, TSH's profit before tax from the production of CPO alone would amount to RM360 million. Its EPS this year should be close to 20sen. Let's see if it can achieve this feat.

2 days ago

Mikecyc

Haha as usual Conartist Callvin the Big Cannon…Jtiasa insider said CPO Production cost is below RM 3000 / ton .

—-
Posted by prudentinvestor > 29 minutes ago | Report Abuse

Calvin TTP, you often claim that TSH needs a CPO price of RM2,000 a ton to break even. Assuming total production of CPO amounts to 200,000 tons this year and average price is RM3,800 per ton, TSH's profit before tax from the production of CPO alone would amount to RM360 million. Its EPS this year should be close to 20sen. Let's see if it can achieve this feat.

2 days ago

Mikecyc

Haha after Thailand is banned CPO export … just the chain effects…

Earlier Malaysia export duties highest is 8 % .. Effective from 1 November the highest is 10 % !

QR ended December 2024 shl be affected !


USD to MYR Chart
-8.19%
(1Y)
US Dollar to Malaysian Ringgit

1 USD = 4.38105 MYR
Nov 2, 2024 at 04:27 UTC




Malaysia and Indonesia hiking export taxes
Published 29th October, 2024

Higher export duties set to be introduced by leading palm oil producers Malaysia and Indonesia are expected to increase demand for the commodity, according to a report by The Star.

Effective from 1 November, Malaysian crude palm oil (CPO) prices of between RM3,601-RM3,750 (US$828-US$862)/tonne would be subject to an export duty rate of 8.5%. Prices ranging from RM3,751-RM3,900 (US$862-US$897) would be taxed at 9%; RM3,901-RM4,050 (US$897-US$931) at 9.5% and more than RM4,050 (US$931) at 10%, the 24 October report said.

2 days ago

Mikecyc

Haha During Indonesia CPO export Banned .. inflation rate is getting High n Cooking Oil price is hike , and need money for Biodiesel subsidise … thus export banned is cancelled.

This round on Thailand CPO export Banned ..


Thailand bans export of raw palm oil until December

November 1, 2024 at 11:07:30
Thailand's Department of Internal Trade has temporarily banned the export of raw palm oil due to reduced production caused by drought and plant diseases.

1 day ago

calvintaneng

For year 2020 when Supermax was Rm3.00 Mikecyc talked 3 talked 4 and people called him Mickey mouse. he missed Supermax bull as it powered up over Rm20 and split by bonus


Now Fcpo Rm4,868 had palm oil will 🚀 up still want to waste time talk 3 talk 4???


better buy palm 🌴🌴🌴🔥🔥🔥


faster before all miss the boat

1 day ago

Mikecyc

Haha Conartist Callvin the big cannot repeated again ? So desperate le

1 day ago

Mikecyc

Haha Repost :

Haha further to Glove rally during pandemic ( China started Feb 2020 , Malaysia started March 2020 ) …I did made profit on Kossan and Comfort.

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .


—

The firm said Covid-19 cases in the US had increased beyond expectations.



As a result, it estimated that glove demand had increased in the US, causing further depletion in global stock levels.



>> "Our estimates show that global stock levels could have declined by an additional two per cent to 10.8 billion pieces. This is enough for 15 days of demand (previously 15.2 days) and much lower than the prepandemic 60-day average," it added.



From July 8-12, the number of new cases rose to above 60,000 per day.



As of July 12, the total new cases increased by 367,000 or 24 per cent on a month-to-date basis to 3.27 million.



"As Covid-19 cases remain high in the US, demand for gloves should stay exceptionally strong, given its importance in protecting healthcare workers.



"As the US is the world's biggest glove consumer, its stubbornly high number of cases means that demand for gloves should continue to rise," RHB Research said.


>>>



global stock level 10.8 billion for 15 days demand during Pandemic.



Haha according to nanyang news in July2020 , China has donated 26.0 billion hand gloves n 620 million face mask to US.



-----



10.8 b x 2x12 months = 259.2 billion demand for netx 12 months starting August 2020 .



>> Note : 10.8 b x2 x 12 = 259.2 billion is to meet the Demand contract order for queing 1 year start from August 2020 . It is additional 129.6 billion pieces .



## Hartalega Holdings Bhd executive chairman Kuan Kam Hon said :
Demand of 120 billion more pieces of gloves in the Netx 3 years



> Haha what a coincidentally figure demand 120 billion more pieces in the Netx 3 years , can 259.2 billion pieces being produce in 1 year which included the additional demand qty 129.6 billion .


----



haha lets do a research study on following gloves companies 1 year production capacity on Nitrile gloves only :



a.)Top glove : 50 % nitrile , output 84.1 billion/ year towards end 2020 , and expect change to 60 % nitrile .



84.1 b x 0.6 = 50.46 billion



b.) Hartalega : 95 % nitrile, yearly output 24.5 billion .



24.5 b x 0.95 = 23.28 billion



c.) Supermax: 90 % nitrile, yearly output 27.4 billion.



27.4 b x 0.9 = 24.66 billion



d.) Kossan : 75 % nitrile , yearly output 32.0 billion.



32.0 b x 0.75 = 24.0 billion



>>> Big 4 total nitrile gloves output for 12 months = 50.46 +23.28 + 24.66 + 24 = 122.4 billion.



Others gloves company :



1.) Comfort : 60 % nitrile, yearly output 5.9 billion .



5.9 b x 0.6 = 3.54 billion



2.) YTY : captured 11 % nitrile market since 2011 , estimated 18 % in 2020 :


259.2 b x 0.18 = 46.66 billion



3. Smart Gloves : 95 % nitrile, yearly output 8.2 billion


8.2 b x 0.95 = 7.79 billion.



## Just these 7 glove companies 12 months output ( 1 year ) = 122.4 +3.54 + 46.66 + 7.79 = 180.39 billion .



### 180.39 b / 259.2 b =69.6 % of world nitrile gloves consumption for the netx 12 months from August 2020 .



note : YTY in under Indonesia mother company group.

1 day ago

calvintaneng

made a bit of mouse feed?

so pathetic


now better sell all your other rubbish and all in 🌴🌴🌴 🔥🔥🔥

only then will have enough for the rest of your tikus life ok

hahahaha!

1 day ago

Mikecyc

Haha what a poor Pokkai Conartist Callvin cannot afford Cruise Ship ticket , told lies by lies on board to promote Netx on December 2019 … Pokkai until ran road swimming naked like a Tikuss back to the island on December 2020 for 3 months !🤣🤣🤣👉

23 hours ago

Mikecyc

Haha the way Conartist Callvin posted on last week , same as before he swimming naked back to the island …mentally desperate liaw !

23 hours ago

calvintaneng

Soyoil future up?

Fcpo will be boosted

The virtuous cycle of all vege oil going up in a synchronized bull run is good for palm oil industry as a whole

21 hours ago

Berlin

Virtuosity was displayed in April 2022 when some deranged clown predicted a once in a lifetime bull run in CPO prices when it briefly breached RM7k and screamed buy kaw kaw on plantation stocks. Commodity price cycles are notoriously brief and unpredictable but that did not deter his enthusiasm. Not even the less than sanguine opinions of industry experts. He knows better. TSH broke 1.80 then but came down to earth quickly as CPO prices fell back. TSH at 1.10 now is a gruesome investment for those who heeded his buy kaw kaw cry in 2022 and are still trapped.

21 hours ago

calvintaneng

In 2022 Cpo went up due to Ukraine Russian War plus Indonesia sudden ban export to protect domestic needs

As a result Cpo spiked over Rm7000

as it was a one off prices of Cpo then retraced

now this round the upside is due to these fundamental reasons

1. Probowo wants to cut import cost of Crude oil so he implement B40 and later B50

by then 20 millions tonnes out of 48 millions MT of Cpo produced in Indonesia will be taken up leaving a smaller amount for others and less for export

where will the shortfall be covered as Malaysia also witness depleting palm oil production due to lands being converted to Data Center, Solar farm, Industrial park and New Township?

so this round the change is STRUCTURAL AND WILL LAST

SO PALM OIL SHARES WILL NOW TRADE AT A HIGHER LEVEL

20 hours ago

Mikecyc

Haha repost from Jtiasa :


棕油本周料现套利潮
2024年11月04日


Interband集团高级棕油交易员郑锦表示，在对冲基金积极买入的推动下，棕油期货市场预计将在本周牛市中出现套利潮。
他表示，过去七周，对冲基金已在农产品（包括棕油期货）上投资了约200亿美元（约875亿令吉）。

“本周，市场可能会出现获利回吐，交易价格可能在4200令吉至4300令吉之间。”

与此同时，棕油交易商黄大卫（译音）也赞同上述观点，并补充说本周市场价格将走高，主要受原油和大豆油价格推动。
“我们预计本周价格，将在每吨4700令吉至4950令吉之间交易。”

按周来看，11月棕油现货交易价格涨344令吉，至每吨4976令吉；12月增330令吉，至每吨4914令吉；2025年1月则升332令吉，至每吨4868令吉。

此外，明年2月期货价格也涨327令吉，到每吨4808令吉；3月报每吨4726令吉，涨303令吉；而4月则企于每吨4637令吉，增280令吉。

总成交量方面，从前周42万8573宗，减至31万6573宗，而未平仓合约从前周的25万2233宗，跌至24万6507宗。

20 hours ago

calvintaneng

Take a close look at lands surrounding Sedenak Tech park

all these palm 🌴 will also make way for development


and what we see here is repeated hundreds or thousands of times in Data Center, Solar farm, Industrial park , New Townships and also building of new highways where palm trees cut down to pave roads or rail


https://youtu.be/n2b0ljMXyEg?si=t1X-lLPFs2hjVD2o

20 hours ago

Berlin

Calvintaneng ; Were you wrong in 2022 about a once in a lifetime bull run in CPo prices and plantation stocks? You have never acknowledged it nor apologized for your mistake.

20 hours ago

Mikecyc

Haha what happened to YTLpower Kulai Green DC park 500 MW since 2022 … the anchor Tenant Sea Ltd ( Ytl consortium partner in Digital Banking license) still not in Operation ! Only 18 MW !

20 hours ago

Mikecyc

Haha Microsoft oredi bought Land !


Microsoft to build data centre in Eco World's industrial park, as Microsoft commits to investing US$2.2bn in cloud computing & AI services in Malaysia
Eco World has sold land in Johor, Malaysia, to a local subsidiary of Microsoft, which will develop a data centre site there. This is just one of many data centre developments in Malaysia this year, as the country is becoming a hub of data activity. 

20 hours ago

Mikecyc

In the Works – AWS Region in Malaysia
by Jeff Barr | on 01 MAR 2023 | in Asia Pacific, Launch, News, Regions | Permalink |  Share


https://aws.amazon.com/blogs/aws/in-the-works-aws-region-in-malaysia/

20 hours ago

Mikecyc

AirTrunk opens AI-ready data centre in Malaysia 
https://theedgemalaysia.com/node/720925


20 hours ago

Mikecyc

PM attends Google's US$2 bln data centre groundbreaking
1 Oct 2024 — Prime Minister Datuk Seri Anwar Ibrahim (centre) officiates the groundbreaking ceremony for Google's US$2 billion data centre and cloud ...

20 hours ago

Mikecyc

Haha Big Cannon Conartist Callvin blowing IKN land .. now Data Center … Solar Farm …

As said Jaks signed MOU to lease land from TDM group in Terengganu, 1730 acres for tender LSS5 2000 MW Solar Project .. Rental is RM 578 / acre/year !

20 hours ago

kl_guy

look at plantation index. on uptrend. rally is on .

18 hours ago

calvintaneng

Fcpo climbed to Rm4,891

Better hurry buy 🌴🌴

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

11 hours ago