Blog: LOOKS LIKE PALM OIL GOING INTO A POWERFUL UPTREND AGAIN, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608612736

Bumitama WITH ALMOST Half a Billion Acres of Palm OIl or Twice the Size of Spore 180,000 acres

Year Yield Total Amount Ex Date Pay Date Particulars

2023 11.70% SGD 0.066 SGD0.0213 2023-04-26 2023-05-12 Rate: SGD 0.0213 Per Security
SGD0.0442 2023-04-26 2023-05-12 Rate: SGD 0.0442 Per Security

2022 8.13% SGD 0.046 SGD0.0125 2022-09-06 2022-09-16 Rate: SGD 0.0125 Per Security
SGD0.033 2022-04-27 2022-05-10 Rate: SGD 0.033 Per Security

2021 4.38% SGD 0.025 SGD0.0045 2021-09-08 2021-09-17 Rate: SGD 0.0045 Per Security
SGD0.02 2021-04-21 2021-04-29 Rate: SGD 0.02 Per Security

2020 1.61% SGD 0.009 SGD0.004 2020-09-09 2020-09-17 Rate: SGD 0.004 Per Security
SGD0.005 2020-05-05 2020-05-15 Rate: SGD 0.005 Per Security

2019 4.25% SGD 0.024 SGD0.0038 2019-09-06 2019-09-17 Rate: SGD 0.0038 Per Security
SGD0.02 2019-05-09 2019-05-17 Rate: SGD 0.02 Per Security

2018 4.91% SGD 0.028 SGD0.0075 2018-08-31 2018-09-14 SGD 0.0075 ONE-TIER TAX
SGD0.02 2018-05-08 2018-05-18 SGD 0.02 ONE-TIER TAX

2017 4.02% SGD 0.023 SGD0.0075 2017-08-22 2017-09-04 SGD 0.0075 ONE-TIER TAX
SGD0.015 2017-05-08 2017-05-19 SGD 0.015 ONE-TIER TAX

2016 0.89% SGD 0.005 SGD0.005 2016-05-13 2016-05-26 SGD 0.005 ONE-TIER TAX

2015 2.68% SGD 0.015 SGD0.015 2015-05-04 2015-05-19 SGD 0.015 ONE-TIER TAX

2014 2.32% SGD 0.013 SGD0.013 2014-05-20 2014-06-03 SGD 0.013 ONE-TIER TAX

2013 2.14% SGD 0.012 SGD0.012 2013-05-28 2013-06-20 SGD 0.012 ONE-TIER TAX

Blog: LOOKS LIKE PALM OIL GOING INTO A POWERFUL UPTREND AGAIN, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608612736

Blog: LOOKS LIKE PALM OIL GOING INTO A POWERFUL UPTREND AGAIN, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608612736

WHY BPLANT SHARE PRICE SUDDENLY SURGED FROM 64 SEN TO 89 SEN?? Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-06-17-story-h-267726533-WHY_BPLANT_SHARE_PRICE_SUDDENLY_SURGED_FROM_64_SEN_TO_89_SEN_Calvin_Tan

ALL PALM OIL CO BOSSES ARE SANGUINE

ACCOUNTS AFTER 2 VERY STRONG YEARS NOW OVERFLOW IN CASH

MANY START PAYING GOOD DIVIDENDS AS FLOW OF CASH LIKE THIS > https://www.youtube.com/watch?v=o3E4s59OSLQ

This was posted in year 2014

Now 2023 CPO crossed Rm3300

AND TIME FOR AUTO PILOT DIVIDEND CASH PAY OUT FOR NEXT DECADE

See


kelvin_ik4u Plam oil is always like that, start plant require cash/fund/debts to build empire. Once it empire steady and cash generated machine, it will be an auto-pilot for next 18yrs. This counter will be the next shine palm oil for this year.. it's CAGR 21% compounding for next 3 yrs, now Bumitama just sit and collect money as all it palm tree is 6-7yrs now with FFB nucleus oil >24%, 107% growth vs Q1'FY13. Strongly believe this counter will start give dividents moving forward. Since CPO price is up ard ~RM2700/tan metric, I believe will share price will skyrocket this yr. Target $2.00 before end of this year 2014.
19/05/2014 6:16 PM


SO FLUSHED WITH CASH NOW

SEE THIS https://www.youtube.com/watch?v=o3E4s59OSLQ

https://www.youtube.com/watch?v=30TnDJq7r0k

FCPO noe above Rm4350 will see good profit of more than 130% as cost of Cpo production only Rm2000 a ton

https://www.tradingview.com/symbols/MYX-FCPO1%21/

Look at the brighter side

1) Nitrogen Fertilizer from Natural Gas down 70% from USD10 to USD3
Will give Savings

2) Indonesia implementing B35 will take up 13 Million tonnes of Cpo & support prices

https://tradingeconomics.com/commodity/natural-gas

Latest from Kutai/Nusantara

The Rise of A New Capital

https://www.youtube.com/watch?v=G9Gns7v96Pg

Latest from Kutai/Nusantara

The Rise of A New Capital

https://www.youtube.com/watch?v=G9Gns7v96Pg

Wilmar

Will March up

USA crashing as Fed raise rates will be very very very bad for frothy Tech stocks

High interest rates will impact spending and hit even Walmart as consumer discretionary will be cut

Only consumer necessity like cooking oil will stand

Latest update on Palm Oil

1) Indonesia now turned B30 into B35
This will take up 13 million tonnes Cpo as biofuel from 11 million tonnes

13 million tonnes out of 48 million tonnes produced by Indonesia yearly is 27%

When B100 is implemented then Biofuel will take up 37 Million tonnes of Cpo or about 77% will be converted to Green Biofuel

Leaving only 23% as Cooking oil & others

This will keep Cpo prices elevated above Rm4000 a ton

In year 2019 Cpo was Rm2200 per ton & cost of Cpo production was Rm1400 a ton

Rm800 profit per ton only enough to cover Bank loans
Little left for dividends

Now Cpo is Rm3900 per ton And Cost of production Rm1800 to Rm2000 per ton

There is huge Profit Margin of Rm1900 per ton

That is why Palm oil companies will be able to pay very good dividends

The selling was done by IB Banks to SUPPRESS TSH MOTHER Due to their BETTING AGAINST TSH CALL WARRANTS

JUST LIKE JAP KAMIKAZE PILOTS SACRIFICE THEMSELVES TO BOMB US AIR CRAFT CARRIERS

SO IB BANKS INCUR LOSSES BY SHORTING AND SHOOTING DOWN PALM OIL MOTHER SHARES TO KILL CALL WARRANTS

THEY MIGHT MAKE RM10 MILLIONS TO RM20 MILLIONS IN TSH MOTHER BUT MAKE BACK RM35 MILLIONS OR MORE FROM EXPIRING TSH CALL WARRRANTS

SO BEST TO AVOID CALL WARRANTS AS THEY ALL GOT EXPIRY DATES

JUST TAKE OPPORTUNITY TO BUY SOLD DOWN MOTHER AND HOLD LONGER TERM WITH CHAIRMAN WHO IS BUYING NON STOP

Viduka

welcome to long term value Investing

Hold Tsh till year 2024 when Jokowi official launch his presidential palace in Nusantara

another 10 sen dividend from Taann made it 40 sen

10% duvidend a year

Tsh also giving 8 sen dividend

Exdate 7 Dec 2022

https://ycharts.com/indicators/japan_import_price_index_wood_lumber_and_related_products

Click on MAXIMUM To see Japan Lumber Price Surged!

Buying Tsh now to earn easy money now is effortless

Tsh boss bought from Rm1.09 to Rm1.79(he no selling )

he again bought all the way down to 99 sen

so now we see Tsh boss buying up 500,000 shares (was 150,000 shares last round )

why he buy more ?

answer:

because he knows Tsh very cheap now

he will buy at Rm1.05

he will buy at

Rm1.10
Rm1.20
Rm1.30
Rm1.40
Rm1.50

and he will buy even higher

SO HOLD TIGHT EVERY PRECIOUS TSH SHARES

SEE ALL AT THE TOP!

Buying Tsh now to earn easy money now is effortless

Tsh boss bought from Rm1.09 to Rm1.79(he no selling )

he again bought all the way down to 99 sen

so now we see Tsh boss buying up 500,000 shares (was 150,000 shares last round )

why he buy more ?

answer:

because he knows Tsh very cheap now

he will buy at Rm1.05

he will buy at

Rm1.10
Rm1.20
Rm1.30
Rm1.40
Rm1.50

and he will buy even higher

SO HOLD TIGHT EVERY PRECIOUS TSH SHARES

SEE ALL AT THE TOP!

Buying Tsh now to earn easy money now is effortless

Tsh boss bought from Rm1.09 to Rm1.79(he no selling )

he again bought all the way down to 99 sen

so now we see Tsh boss buying up 500,000 shares (was 150,000 shares last round )

why he buy more ?

answer:

because he knows Tsh very cheap now

he will buy at Rm1.05

he will buy at

Rm1.10
Rm1.20
Rm1.30
Rm1.40
Rm1.50

and he will buy even higher

SO HOLD TIGHT EVERY PRECIOUS TSH SHARES

SEE ALL AT THE TOP!

All palm oil shares are in good shape starting 1st August 2022

HOT DRY WEATHER WORKS TWO WAYS

1) DECIMATE CROPS

2) HIGH HOT WEATHER WILL CAUSE MORE USE OF AIR-CONDITIONING WHICH IN TURN LEAD TO HIGH ELECTRICITY AND OIL PRICES WHICH FURTHER PUSH UP BIOFUEL VALUE

Excellent rebound of fcpo to Rm4289 heralds a big coming rebound of all palm oil shares

4 GROUPS OF PEOPLE TRUST TSH LEADERSHIP

1) SABAH GOVERNMENT TRUST TSH TO MANAGE ITS INNOPLANT

2) MORGAN STANLEY PICKED TSH TO BE INCLUDED IN ITS MSCI

3) FONG SILING AKA COLD EYE TRUST TSH LEADERSHIP

4) DIRECTORS OF TSH ALSO BELIEVE IN TSH BY NON STOP BUYING UP THEIR OWN CO SHARES

CHINA BUYING 1 MILLION TONNES CPO FROM INDONESIA PLUS INVEST IN GREENTECH PARK IS BEST NEWS FOR TSH RESOURCES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-07-27-story-h1626994848-CHINA_BUYING_1_MILLION_TONNES_CPO_FROM_INDONESIA_PLUS_INVEST_IN_GREENTE

And lands appreciate in value over time

In contrast oil and gas co which owns oil rigs and oil platform start rusting in the sea from day one
The longer they are kept the further they depreciate in value. So are airplanes, ships, computers, cars and all things losing their fashions once made and can go obsolete

Palm oil is the same and never go out of fashion

While others sitting on depreciating assets palm oil lands appreciate in value over time

The assets of palm oil shares are freehold lands or leasehold which can be renewed

These agricultural can go up in value in the direction of growth

As such it can be converted to industries, residences, offices, hospitals, petrol stations, shopping malls, airports and others

Land in indestructible

A forest fire cannot destroy land

Even hiroshima and nagasaki which suffered atomic bombing are thriving today

2. Sell palm oil estates to be converted to industries

Tsh selling Bulugan Regency lands for Rm731. 09 milions cash and expect a nice profit of 31 sen per share

First was palm oil to palm oil
That is.... Growing of plants

Then selling palm oil to industries
From growing plants to manufacturing goods
All kinds of goods that have more added value to life

After that will be

3. Sell palm oil estates to be converted to new Townships

The value chain goes up

From plants to goods to human beings

A new Township like Shenzhen drew in 11 million people from all over China

Residences, offices, shopping malls springing up

So value increases more and more

Buy land for they don't make them anymore
---Mark Twain

It first started as raw lands from forest clearing

Then to palm oil

Over the years demand increased

1. Sell palm oil lands to other palm oil planters.
Tsh sold Sabah lands for Rm248 millions cash and earned 7.56 sen profit a share

Tmakmur value add to its Palm oil Estates by Rearing Animals there to increase value

TSH also add value by using Palm waste as Biomass to generate green energy

See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2016-01-04-story-h53463086-TANAH_MAKMUR_LAND_OF_PROSPERITY_Part_2


https://klse.i3investor.com/web/stock/overview/5251

TSH ANNUAL REPORT STATES IT OWNS 94700 ACRES OF LANDS IN KUTAI/NUSANTARA

BOOK VALUE AS LOW AS 13 SEN PSF

THESE ARE THE CURRENT PRICES

According to them, the surrounding market value as below:-
2nd road/2nd tier = RM7.00psf - RM14.00psf
main road/1st tier = RM27.80psf - RM41.80psf


Road Frontage land now priced from Rm27.80 psf to Rm41.80
For interior lands as low as Rm7.00 psf

Of course these refer to converted/divided commercial lands

Since TSH lands still under agriculture

Assuming we only give it just Rm1.00 psf

What is the Value?

94700 acres convert to sq ft mutliply acres by 43,560

= Rm4,125,132,000

That is Rm4.1 Billions

How much per share?

Rm2.83

This is about 2.6X current share price of TSH

Is this the reason Director Kelvin Tan Aik Pen buying TSH non stop?

TAN AIK PEN 01-Jul-2022 Acquired 500,000 - View Detail
TAN AIK PEN 30-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 29-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 28-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 27-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 24-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 23-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 22-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 21-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 20-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 17-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 16-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 15-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 14-Jun-2022 Acquired 500,000

https://www.straitstimes.com/asia/se-asia/indonesia-says-foxconn-may-invest-in-projects-for-new-capital

TSH is so similar to IjmPlant

KLK Took IjmPlant private at Rm3.10

By same yardstick TSH should be worth Rm2.00 to Rm2.10

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

https://www.cnbcindonesia.com/news/20220605152714-4-344485/ibu-kota-baru-buka-banyak-lowongan-kerja-butuh-200000-orang

https://www.youtube.com/watch?v=NnBKN29lmaE

Wilmar P/E 10.17 with soft commodities in bull run is cheap

why assign P/e 40 to 50 for Tech and overlooked palm oil?

best now sell Lofty bloated Tech and buy defensive palm oil for utmost safety

Goldenagri p/e only 5.84 is cheap

golden Agri has 7 refineries will benefit from lower feedstock cost

plus it has operations in Nigeria

so Goldenagri is now oversold and now a bargain

The next story is palm oil SUPERBULL RUN LASTING SEVERAL YEARS AND MINTING NEW BILLIONAIRES

Yesterday bumitama gave 3.3 sen dividend

Goldenagri will be giving dividend by 5th May 2022

https://medium.com/nico-s-ideas/the-story-of-peter-lim-from-waiter-to-billionaire-thanks-to-palm-oil-a4f74aebbb2a#:~:text=In%202010%2C%20Peter%20Lim%20collected,oil%20all%20over%20the%20world.

The Story Of Peter Lim. From Waiter To Billionaire Thanks To Palm Oil.

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-04-07-story-h1621334558-The_Story_Of_Peter_Lim_From_Waiter_To_Billionaire_Thanks_To_Palm_Oil

FANTASTIC CONFIDENCE

DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS)

HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64

THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE)

TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH

Final decision is yours

See

https://klse.i3investor.com/web/insider/detail/D_164991_3044377266

FANTASTIC CONFIDENCE

DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS)

HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64

THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE)

TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH

Final decision is yours

See

https://klse.i3investor.com/web/insider/detail/D_164991_3044377266

Wilmar trading at P/E 11 with good dividend should now be re-rated to P/E 25 and should reach $10.00 in this ONCE A CENTURY PALM OIL SUPERBULL

Why assign frothy 40 to 60 P/E to Bloated Tech stocks with little earnings and zero dividends ??

Should upgrade Palm oil again as the Time has Returned for Palm Oil in Strong Earning Trend

Analysts have upgraded both Wilmar and Bumitama to higher target prices

Goldenagri has more than two times the planted acreages of both Wilmar and Bumitama

At 1.32 million acres Goldenagri is world number two after Sime Darby plant at 3.3 million acres

1.32 million acres is 7.3 times the landmass of Singapore at 180,000 acres

Goldenagri also got 7 refineries

DBS is wise to rerate Bumitama higher at Rm1.00 target price (better than Rhb at 90 sen )

One Malaysian palm oil laggard called Ioi corp is in top 2nd holder of Bumitama with 31.4% of Bumitama shares

while Bumitama is up 65% from its low of 44 sen Ioi corp is still relatively much cheaper

Ioi corp has 432,000 acres while Bumitama has over 400,000 acres

Goldenagri with over 1 million acres palm oil plus 7 refineries should also be upgraded as well

WALTON INTERNATIONAL IS IN TOP 11 OF TSH WITH 38 MILLION TSH SHARES

https://www.youtube.com/watch?v=JpfEQONZEPY

WORLD RUNNING OUT OF SUNFLOWER OIL WILL NOW TURN TO PALM OIL AS A LAST RESORT

https://www.iamexpat.nl/lifestyle/lifestyle-news/dutch-sunflower-oil-supply-could-run-out-just-four-weeks