speakup

Jtiasa announcement dividend next month. Estimate 2.5 to 3sen

3 days ago

calvintaneng

In the latest qtrly results of TSH

Of the Rm731.09 millions sold

Rm457 millions cash has already been received

Remaining sum of Rm221 millions yet to be received is due to squatters on lands which needed time to clear out before delivery is complete

In any case even if the final sale of Rm221 mil is aborted the current land value has gone up from 38 sen psf to Rm25 psf

So we will be happy if the sale goes through but happier still if sale is terminated

3 days ago

calvintaneng

3 years ago Bulugan Regency was only agriculture and land prices was low

Now it is fast turning into industrial park

Land prices no longer cheap

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-25-story-h-158750997-World_Biggest_Greentech_Park_land_at_only_38_sen_psf_book_value_Market_

3 days ago

dompeilee

TSH is one of those that hardly move most days & if it does, only occasionally...needs a major event like RUS-UKR war in '22 to send the CPO price spiking b4 it will move over 30%. 1.7b mkt cap vs revenue of only slightly over 1b: by that measure already overvalued. Div yield is pathetic. Major holder already stopped buying for many moons already, holding less than 1/4 of the lorry-full of outstanding tickets which is not reducing free-float measurably at all. Certain fanciful valuations thrown about depend on too many 'WHAT IFs?' to really take seriously. Will put most ppl to sleep!

3 days ago

calvintaneng

Tsh has 94700 acres of prime lands in Ikn Nusantara

About 194 Bandar Malaysia (Old sungai besi airport) of 465 acres each

That is quite huge


We buy into value

https://en.m.wikipedia.org/wiki/Bandar_Malaysia#/media/File%3AKuala-Lumpur_Malaysia_TUDM-Kuala-Lumpur-01.jpg

3 days ago

dompeilee

Not much better than Eagle High Plts which was Najib's vehicle to CHEAT & $onglap & plunder Felda & until now almost a decade later still did not get a cent of their billion$ of losses back from the conman peter sondakh.

3 days ago

calvintaneng

Do not tell lies

All can see TSH got pay dividends

In year 2022 as high as 8 sen dividend

See

https://m.investing.com/equities/tsh-resources-bhd-dividends

3 days ago

calvintaneng

Do not tell lies

All can see TSH got pay dividends

In year 2022 as high as 8 sen dividend

See

https://m.investing.com/equities/tsh-resources-bhd-dividends

3 days ago

OneOracle

Finally market realise every sector is too expensive except plantation.

3 days ago

calvintaneng

Mikecyc got mental problem
Until now cannot differentiate between the totally different style of Stockraider and Speakup

They are two different distinct persons

Very sad for Mikecyc. Very sad for those following Mikecyc to holland

3 days ago

calvintaneng

Stockraider and Speakup already joined i3 forum in year 2013 (Mikecyc only joined in year 2019)

Calvin knows both Stockraider and Speakup very well

And these are two different people not the same person as perceived by Mikecyc

Can read their comments here

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2016-12-18-story-h1449597130-What_other_i3_investors_forum_members_said_about_Calvin_Tan_unsolicited

3 days ago

prudentinvestor

Maybank IB has a sell call on TSH with a TP of only RM1. Read today's Sin Chew Business.

2 days ago

StartOfTheBull

Total consideration is RM731,087,000.
Proceeds received as at 31st Mar 2024 is RM457,499,000.
Balance of proceeds to be received upon completion is RM273,588,000.
RM222,240,000 is the net book value before sale completion.
The latest announced QR report cannot be wrong.

calvintaneng

55,024 posts

Posted by calvintaneng > 23 hours ago | Report Abuse

In the latest qtrly results of TSH

Of the Rm731.09 millions sold

Rm457 millions cash has already been received

Remaining sum of Rm221 millions yet to be received is due to squatters on lands which needed time to clear out before delivery is complete

In any case even if the final sale of Rm221 mil is aborted the current land value has gone up from 38 sen psf to Rm25 psf

So we will be happy if the sale goes through but happier still if sale is terminated

2 days ago

StartOfTheBull

By the way, how does Calvin knows before any official announcement is made if it is true?

Calvin:
"Remaining sum of Rm221 millions yet to be received is due to squatters on lands which needed time to clear out before delivery is complete."

2 days ago

investor77

TSH CPO production for April, May and June is - 17k ton, 18k ton, 17k ton as reported in the Star. For ease of calculation, totals 50,000 ton of Palm Oil at 3,800 ton. Revenue is 190 mil, excluding Palm Kernel Oil. Assuming Net Profit Margin of 15%, very conservative, Net Profit is 29 mil plus, equates to Eps of 2 cents, without imputing lower Fertilizer cost, and not counting Palm Kernel Oil profit. Actual profit will definitely be more. How does this justify a price of RM 1/, when NTA is around RM 1.50 , and potentially getting 220 million soon ?

2 days ago

calvintaneng

If you listen to sinchiew quoting Dirty Ib bank that Tsh is Rm1.00 you will end up like the 90% who lost money

Sinchiew should go interview why Director Tan Aik Yong bought 16 millions TSH shares at Rm1.643 average price

Why buy 16 million TSH shares if no good

Why Maybank Ib want to give TSH target price at Rm1.00?

2 days ago

calvintaneng

Ok this is the reason why Maybank iB gave Rm1.00 target price for TSH

Because Dirty Maybank Ib has issued TSH C9 call warrant to bet against TSH

See

https://klse.i3investor.com/web/stock/overview/9059C9

2 days ago

calvintaneng

Evil ib banks and evil media work in cahoot all the time

90% of market players who believe them will lose money year after year

2 days ago

calvintaneng

Tsh sgx mentioned 3rd portion cash in Rm221 mil subject to squatters clearing land

https://www.sgx.com/listing-ceremony/tsh-resources

2 days ago

SEERESEARCH2023

Promoter here come again with his delusional dreaming...
Kesian no volume.

2 days ago

calvintaneng

https://youtu.be/HK0qAcRWKu0?si=rmwDOZnQ1AxJPXXA

2 days ago

calvintaneng

Shamelessly twisting facts?

Exactly!

1. Public Research tells you Tsh no good but tells Public Mutual Funds buy up TSH shares like no tomorrow

Total shares Public 3 Funds in TSH now more than Top 8 holders among 30 Top holders

Public Funds got even more TSH shares than Spore Dbs Bank which got 38 million TSH shares now in Top 30

Why Public Research only say they give up on TSH verbally only but in real action buy TSH the most among all other Funds

1 day ago

calvintaneng

Shamelessly twisting facts ?

Exactly

Why Sinchiew Quote Maybank Ib that Tsh is only worth Rm1.00 when Director Tan Aik Yong bought 16 millions TSH shares at average price of Rm1.643

Is it not because Maybank IB has given out TSH Call warrant C9 to bet against TSH so it does not want TSH shares price to rise up?

Why Sinchiew also being used to promote lies ?

For this reason of stock manipulation and distortion and "twisting facts" 90% of people are losing money in stock market

1 day ago

calvintaneng

Listen listen listen !

For 30 years year after year the masses up to 90% are losing money in Klse because IB investment banks in cahoot with media have been "twisting facts" and caused them to lose money

So in order to succeed you must do independent self study

Best is oppose what IB Banks and Media promote

Buy what they demote

Yes Especially buy Palm oil shares and in particular TSH Resources

This is the way to escape from among the 90% losers

1 day ago

calvintaneng

Mikecyc with mental problem think Stockraider and Speakup are same person

Better go to Tj Rambutan

1 day ago

calvintaneng

Now Fcpo over Rm3960 and cost of Cpo production Rm2000

Almost 100% gross profit for palm oil companies

Research houses should upgrade palmoil to overweight and no more neutral

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157019176-WHOLE_WORLD_PALM_OIL_IN_BULL_RUN_WHEN_WILL_MALAYSIA_RESEARCH_HOUSES_UPG

1 day ago

StartOfTheBull

Invalid link.
xxxxxxxxxxx
calvintaneng

55,041 posts

Posted by calvintaneng > 1 day ago | Report Abuse

Tsh sgx mentioned 3rd portion cash in Rm221 mil subject to squatters clearing land.

https://www.sgx.com/listing-ceremony/tsh-resources

1 day ago

calvintaneng

This one

https://links.sgx.com/1.0.0/prospectus-circulars/50831

1 day ago

Huangbk72

Repost from Jaks Forum to show how dumdum Miketikus is : For laughs 😆😆😆

Hahahhaa.. Miketikus again confirm he is only posting gibberish..🤣🤣🤣🤣🤣

Shot himself again. U REALLY DONT KNOW WHAT YOU ARE POSTING!!! 😂😂😂😂😂

U posted LSS5..

I ask about LSS5

Now you post VN coal plant as your ANSWER to my Q ?? 😂😂😂😂😂

Posted by Mikecyc > 3 minutes ago | Report Abuse

Haha ssleee please translate to yr Dumb Dumbasx lover Pokkai MarryHuang as ppl said she cannot understand Mandarin but shamelessly twisting facts :

为确保整个项目能够圆满完成，CPECC承担全部责任完成电厂建设，包括如需要额外的资本。 JAKS在建设期间将获得项目的4.5455亿美元工程。而此工程也将由CPECC承包。实质上，JAKS肯定会在施工期间赚取大约4亿令吉。此利润将流回合资公司充当JAKS的股权资金。换句话说，JAKS只需要拨出2亿令吉来拥有电厂30％的股份。

1 day ago

StartOfTheBull

Which page?

xxxxxxxxxxx

calvintaneng

55,043 posts

Posted by calvintaneng > 12 hours ago | Report Abuse

This one

https://links.sgx.com/1.0.0/prospectus-circulars/50831

14 hours ago

Berlin

@StartOfTheBull; Go peruse Appendix J Financial Effects of the Remaining Disposals of Land and especially Item 2. The pro forma statements therein expose the lies and ignorance of Calvin, in particular that Rm221m is yet due from remaining disposals and that all profit had been taken in earlier.

12 hours ago

dompeilee

Next dividend is far far away...no compensation for holding a stagnant stock!

12 hours ago

StartOfTheBull

@Berlin.
Noted. Thank you.


Berlin

307 posts

Posted by Berlin > 1 hour ago | Report Abuse

@StartOfTheBull; Go peruse Appendix J Financial Effects of the Remaining Disposals of Land and especially Item 2. The pro forma statements therein expose the lies and ignorance of Calvin, in particular that Rm221m is yet due from remaining disposals and that all profit had been taken in earlier.

11 hours ago

OneOracle

Democrats fund is in tech.
TRUMP DEADLY HAIRCUT..1st signal to dump tech.
BLUE SCREEN OF DEATH..death of Democrat...2nd signal to dump tech
Biden step down..throw in towel to save congress seat..3rd signal to dump tech
They will wreck the nasdaq b4 trump take over.
Plantation future is bright as cuting windfall tax is profit boosting .
Plenty of cheap tech stock going forward.
Plenty of expensive plantation stock after budget.

11 hours ago

calvintaneng

There is Rm221 Millions still on the way from 13,338 acres still to be sold

11 hours ago

OneOracle

Is there any need to suppresss commodity price anymore for trump?

11 hours ago

calvintaneng

Trump is the opposite of Biden


Biden follows Obama doctrine of containment while Trump goes head on in confrontation

1. Obama wanted US to join TPP (Transpacific Partnership Pact) to contain China

That will benefit ASEAN 10

2. But Trump in power 2016 scrapped all hope of Us joining

3. In 2020 Obama helped Joe Biden won election and reverted back to a more moderate trade plus Biden croynies in Tech
Tech boomed

4. Now that Trump in power again the entire set-up of Obama and Biden go into reverse gear again

The sell down of Tech has begun

Now these old traditional stuff will do well

1. Gold
2. Silver
3. Bitcoin (Trump supporter Elon Musk also into Crypto

4. Farmlands and commodities (Trump main power bases are all along farm belts

Bible belts. Opposer of abortion

So Palm oil 🌴🌴🌴 will be a beneficiary

Tsh Resources will do fine

10 hours ago

calvintaneng

TSH cost of Cpo production Rm2000 to Rm2200

Now Fcpo Rm3970

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

10 hours ago

titan3322

Whoever becomes The US President it's not going to affect much in Msian stocks. Today Notion is Green2 💚 cantik lor

7 hours ago

prudentinvestor

TSH's CPO, FFB and Palm kernel production in the second quarter only increased slightly from the first quarter while CPO price has increased by roughly 10%. EPS in the second quarter should be at most 2 sen.

1 hour ago

calvintaneng

These are some reasons why we like Tsh

1. Tsh has managed to pare down debts of Rm1.5 Billions

2. After 20 years most of the 188,000 acres land bought by loans have been fully paid off

3. As a result in coming quarters Tsh will no longer need to service high loan repayment

4. Assets bought 20 years ago have not appreciated in value but Tsh did not revalue it's assets
Hence they is "hidden deep value "in Tsh

Every piece has turned into high value lands as Growth has come to them

53 minutes ago

calvintaneng

three kinds of value

1. Palm oil sold to other palm oil investors ( now that Govt no longer allow conversion of forest to palm oil the only way new Palm oil co want to expand is by buying lands from existing palm oil owners


2. Palm oil to industries
like Data Center, Solar farm , Premium outlet like Jpo (was palm oil estates before )
Only palm oil lands are allowed conversion to data center/solar farm (Forest lands not allowed )

3. Palm oil estates convert to New Townships

a) Tmakmur was converted to Township like Kota Sas in Pahang

Kulim taken private by Jcorp to hive off 2 Estates in Pengerang to do Township

after that they relisted as Johor Plantation Group

47 minutes ago

calvintaneng

So

palm oil to palm oil
palm oil to industries
palm oil to Townships

46 minutes ago

calvintaneng

So a palm oil company can have two sources of income

1) From normal operation of planting

2) From it's underlying assets which is land

plus .......

45 minutes ago

calvintaneng

plus more

a palm oil co can growth by value add

that is why Tsh went into a 50/50 Joint venture with Wilmar to produce cooking oil for export to India and China by help through Wilmar

43 minutes ago

calvintaneng

palm oil is a cash crop
as such cash can be invested

that is how Tsh bought 105 million share of Inno or up to 21.95% being the Top 2 holder of Inno

41 minutes ago

calvintaneng

other opportunities presented themselves

Now that Indonesia want to go for green energy Tsh has planned to set up 5 biogas factories

cost of raw material is "free"
palm fruit stems and palm waste

then converted to biogas

this solves the problem of burning rubbish and at the same time generate profit for Tsh - kill two birds with one stone

38 minutes ago

calvintaneng

A pro active leadership like Tsh did not go unnoticed

East Spring Funds is in Top 30 of Tsh
Calvin saw Eastspring in Top 30 of Tmakmur

37 minutes ago

calvintaneng

When Tsh did a Dual listing in Singapore many Top Funds in Spore took position in Tsh
among them is DBS Bank the Best and Biggest Bank in Singapore now holding 38 million Tsh shares in Top 10
(refer Bursa website )

35 minutes ago

calvintaneng

Public Research went underhanded means by telling all to sell their Previous Tsh shares down to rm1.02 for Public Mutual Funds to scoop up all cheap Tsh shares sold down in panic

and they now have more shares of Tsh than DBS Bank

in fact Public Research 's holding of Tsh is very substantial in Top 8 position of Tsh

31 minutes ago