Fcpo corection almost over.
Going to 4500 short term, 5000 midterm in sight.

2006 Jul BOJ increase rate from 0 to 0.25
Technology index drop 70% from 30 pt to 11pt . Penta drop 90% for 3 yrs.
Plantation increase from 3k to 8k in 3 yrs.
So Watch out. Japan rate increase is good for commodity but lousy for Tech.
What will happen this time?

If people interested to buy cheap now .
They will only make it more expensive.

Previous high cpo price were considered a one time spike due to Ukraine war.

High CPO price now is now understood to be caused by low production yield.
And it will take many years to correct it. Doubtful it can be corrected due to high tax and shortage of land and labor .
So High CPO price above 4k- 7K will be here to stay like 2k as support in the past.

Cost of fertilizer is also substantially lower due to low nat gas which is different in 2022 when high cpo also coupled with super high nat gas .
Margin this round will be much higher compared to previous hike in 2022.

TSH will enjoy increase yield bucking the sector trend going forward due to aggressive replanting on 50% unplanted land. The new replanting will be using high yield seedling.

Many dont realise that Gold breaking all time high represent there is a devaluation of USD in process.
All commodity based in USD will be revalued upwards. Their long term MA is going upwards. If you think gold 3k is impossible . Just wait and see. I predicted gold will break ATH 1 year ago.

No worries. Profits from fcpo and gold waiting to buy when it come down .

FCPO monthly MACD just Golden cross this month.
While soybean oil weekly already GC .
More upside ahead.
Any drop is good chance to collect.

https://www.klsescreener.com/v2/news/view/1293433/supportline

TSH Resources Bhd was seen taking a breather this week after a strong rally in the previous week.

At its current trading level, the share is hovering near a recent high level of RM1.17, which in crossing would see the resumption of an uptrend towards RM1.49 and RM1.64.

The slow-stochastic remains healthy in overbought territory at 87 points, while the daily moving average convergence/divergence (MACD) histogram remains positive, indicating a sustained uptrend.

Support for the share is pegged to RM1.02 and 96 sen.

Soybean oil going break 50.
It will push palm oil higher.
A higher palm oil will push soybean oil higher.
Helping each other.

On wkly and mthly chart .
TSH had 1st break out on Feb 2022 from the 12 years down trend since May 2014.
It had finished a 2 years correction. Bounced off on Jul 2023.
It will coninue the reversal of 12 years downtrend and break above the previous high May be in 6 to 12 mths time.
The longer it is depressed , the higher the next high will be.
So this is a patient counter.

Gold is expected to hit 3k after adjusted inflation.
Gold oil ratio hinted oil shld be above 200 if gold hit 3k.
What about palm oil as an alternative fuel for oil?
So do you think 4k as support is logical and realistic?

2008, 2012 2022 plantation index all touch 9000 when ever fcpo reach above 4k.
The only difference is this time 4k is the support . Past 3 time 4k is the resistance.
Plantation will reach 9k for sure.This time 9 k will become support.

Yesterday, Soybean oil rally and otw to 60 again will push fcpo above 4200 soon.

Otw breaking 1.20 on monthly chart.
After that firework for TSH.

If Tsh fully develops its land bank.
Its revenue and profit will be more or less like united plantation.
Uplant trading at pb ratio of 3.
Tsh pb ratio only 0.76,plenty of growth capacity.
TSH should at least be trading at 1.2 pb with its huge land bank in short term.
TSH nta will rise to 1.70 soon when the final payment for land disposal comes in.
TSH  land assets alone should be valued at least rm5 per share base on current market value.
So even if Tsh trade at 3 x book value 3 x 1.7 = 5.10 like Uplant is normal.
Simply because Tsh 20 yrs old book value is just too low which  doesnt reflect reality.

seekingalpha.com/news/4077797-president-biden-predicts-federal-reserve-will-cut-interest-rates

The best timing to cut rate is march , Joe.
Or you can give the credit to Trump.

Even Fed had given up pressing down commodities.
The naysayers and shorties are thinking they are more powerful than Fed.
If FED is successful the plantation index should have broken strong support.
And now Fed had failed to break the support, the plantation index will now break previous high naturally.

Plantantion index will break 9k in the future .
Now not many buying yet.
That is when every Tom dick and hairy started very bullish about Plantation stock.
Then firework will begin.

Soybean oil started wkly MACD gc slowlygoing towards 60 again. FCPO going break 4100 today.

What is the scarce resource in palm oil sector now?
It is land. No more land to expand.
Many plantation company already almost reach their max in usable land.

But TSH got 50% more to grow because she still had 50% unplant area.
What is the premium for the spare land.
Simple calculation is 2 x market caps now.
3 billion .
or current 30 million / qtr x4 = 120 million /annum x 2.5 (latest high yielding seedling + larger land bring lower cost)= 300 mill x 10 pe = 3 billion during normal price
30 million /qtr is based on normal cpo price at 3350.
If based on 4k and above more than 3 billion even up to 5 billion.
Thats why TSH pe is 16 now.
High pe mean high growth and high potential for bigger future profit.
With 50% spare land it can only grow bigger and bigger.
Do you know the feeling when everyone cant expand and grow but watching you having 50% more land to irrigate while price keep rising due to dropping in production sector wide?
Those thinking TSH going smaller and smaller just based on current profit is shortsighted.
It is so hard to expand now through acquisition as the land cost is so high now.
For example, any company want to acquire TSH to get 120k ha land to expand will need to fork out at least 6 billion to buy the land alone based on market rate now .

All the RSS is so daring to short now and eventually will buy back as when FED cant press down Gold mean something very fundamental had changed.

So i hope they short more and rebound will be strong.

Gold to oil ratio should be 16
According to gold price now , oil price will be 130 eventually
And Gold still got leg to move up.
What price will be Palm oil and other vegetable oil as a RE alternative .

There is a bullish scenario being set up behind here and plantation stock is still at infant stage of bull run.
The good show will start when it break above 9k hopefully in 6 to 12 mth time.

The latest ruling by WTO should reverse the 10 years downtrend of plantation .
The downtrend of plantation started when the EU started to be biased against palm oil and started all the smear campaign.

Back to above 9k otw.
TSH above rm2 otw.

DEN: RI To Replace Fossil Gasoline With Bio-gasoline
https://gapki.id/en/news/2024/01/25/den-ri-to-replace-fossil-gasoline-with-bio-gasoline/

BRIN: Palm-Based Bioenergy Best Option To Replace Fossil Fuels
https://gapki.id/en/news/2024/03/04/brin-palm-based-bioenergy-best-option-to-replace-fossil-fuels/

FEATURE: RI Gearing Up For Full-blown Bioenergy Production
https://gapki.id/en/news/2024/01/29/feature-ri-gearing-up-for-full-blown-bioenergy-production/

Government Designing Strategic Plan On B40 Development
https://gapki.id/en/news/2022/01/21/government-designing-strategic-plan-on-b40-development/

One day Indonesia will keep all palm oil for own energy consumption.
Do you remember what happen to palm oil price when Indonesia ban export?
Broke 7k. This time according to yearly chart will break 10k .

Really, Indonesia doesn't need EU.
Maybe only Malaysia does.

Plantation tycoon gonna double or triple their wealth again as usual by then.
No wonder rich always buy land. Especially fertile land.

Why palm oil is trading at premium over other oil?
Because palm oil is now a premium oil compared to others.
Unlike the past when palm oil is always the cheapest oil when others are scorned at.
Now palm oil is now used as alternative energy source by indonesia.
It had more uses and applications then other vegetable oil.
It is also now bench mark against fossil fuel as alternative and it is only just beginning.
When there is a looming energy crisis by 2025, Indonesia will launch b40 asap due to oil price over 100 again.
Malaysia launching B30 by 2030.
There are more demand now then supply.
If Indonesia, malaysia ,singapore and other ASEAN members use more and more palm oil for saf.

Wonder whether there will be enough palm oil for export from indonesia in future if this trend continue.

Palm oil will lead other vegetable oil in price in future.

If crypto and gold both can break prevbious high.
Sooner or later oil and palm will also break previous high.
Just take time.

Welcome Stagflation.
From movement of gold it indicates stagflation is here.
Predicted 2 years ago that shortsighted movement by fed will only result in stagflation.
Commodity is stagflation best investment choice.
Plantation is backed by valuable land assets, strong cash flow ,high dividend is best choice.
Best part is it is still cheap.
Otw to 9k plantation index.
TSH otw to above rm 2

He who control chip control ai.
He who control energy control chip.
Warren buffett invest in energy to control ai.

Palm oil is going to be 60% used for energy in future.
Palm oil is forever going uptrend as it is more n more non food centric.
It is supported by basic need as food.
Added premium by growing industrial needs.
Now it will welcome explosive growth in green energy consumption due to Saf and Ai explosive needs.

TSH is even smarter.
They are building 4 to 5 biomass plant.
Venturing into solar business.
Investing into energy future via circular economy.
And circular economy is plantation sector next phase of growth.
......

What do we lack in the AI era - energy |
Last month, OpenAI CEO Sam Altman finally acknowledged what researchers have been saying for years — that the AI industry is heading toward an energy crisis. Speaking at the World Economic Forum's annual meeting in Davos, Switzerland, Altman warned that the next wave of generative AI systems will consume far more power than expected and that energy systems will struggle to cope.
AI models require large amounts of data and computing resources to train. A complex model may require hundreds of GPUs to run continuously for weeks or even months. According to research, the electricity required to train a large deep learning model is equivalent to the carbon emissions produced by five cars during their lifetime.
The development of AI technology has promoted the continuous expansion of data center scale. It is estimated that global data center energy consumption accounts for approximately 1%-3% of global electricity consumption, and this proportion is growing. Data centers not only require large amounts of power to support computing, but also require additional energy to maintain the operation of cooling systems to prevent servers from overheating.

https://bnnbreaking.com/world/indonesia/indonesian-palm-oil-giant-anj-faces-potential-sale-amid-share-value-dip

TSH golden chance to expand indonesia footprint.
I think a good chance for TSH to raise capital in sgx to buy over the disposal if chances arise.

FEB is over soon.
Read the following post again.
Majority Agri commodity should have found its bottom soon.

Stock: [TSH]: TSH RESOURCES BHD

1 week ago | Report Abuse

Prepare for soybean , palm oil and other agriculture commodity bull run to come after completing the 4th bottom by feb.
Current plantation stock is still at infant stage of rally.

https://www.tradingview.com/chart/ZS1!/dHl5Nc8D-LET-S-PLAY-A-GAME-FRACTALS/

Our projected timeline was 26th February 2024 to complete the 1750 days cycle.
Expected price bottom we projected was the 1170 bottom to complete the 4 bottoms in the counterpart fractal.

Now we expect the next side of the cycle to steadily build price up.

The time will come when Government reduce the windfall levy.
couple with bullish palm oil trend on monthly and qtrly chart.
It will spur Plantation index above 9k.
Bringing klci above 1900 pt.
This will start the road to 2500 - 3000.

I wonder the local fund can short down the fcpo price to stop the plantation index longterm uptrend.

FCPO monthly macd golden cross in feb.
Qtrly will breakout in march, 1st breakout sign appearing in 7th qtr bar(2 years).
Very strong bullish sign for palm oil.

ICAP boss predicted klci to go to 3k in few years time.
If that is true plantation index will break 9k high .
Plantation index always move in tandem with klci.
Plantation heavyweight will also move klci.
Technology stock doesnt move klci.

Gap closed on SGX .
Time to resume up trend.
Weak holders should have been washed out.

Moreover, the group said it intends to pursue strategic investments in the green economy to further enhance its long-term shareholder value.

Most important statement in the report.
Most important word is strategic.
If its specially mentioned then its something interesting.
Obviously price movement is not because of result.

Sustainable aviation cannot take off without eco-pragmatism

https://capx.co/sustainable-aviation-cannot-take-off-without-eco-pragmatism/

Fundamentally, the journey towards affordable and sustainable aviation fuels demands a collaborative and global effort. The EU must relinquish any protectionist views on palm oil-derived SAFs and adopt a more balanced approach. As the aviation industry flies toward a greener future, policymakers, regulators, and activists must shed old mantras and prioritize pragmatic solutions over ideological debates. Smart and pragmatic approaches are imperative to making sustainable jet fuels a viable mass-market alternative.

If ringgit weakens to 4 against sgd.
0.32 x 4 = 1.28

1.13 is so cheap now

If banker push to sgd0.70 at sgx when ringgit weakens to 4
Tsh will be rm2.80

Yes.This is a very smart move by singapore.Been noticing they invested a lot in saf related sector. They also not against palm oil and being pragmatic.
This implies that they forsee huge demand in saf after they release this policy.
Cant mass produce saf without palm oil and soybean oil so must face the music eventually.
They also forsee many airport will follow suit . Very smart move.

www.freemalaysiatoday.com/category/business/2024/02/19/singapore-to-require-departing-flights-to-use-sustainable-fuel-from-2026/
Singapore to require departing flights to use sustainable fuel from 2026



www.cnbc.com/2024/02/19/singapore-outbound-flights-to-cost-more-from-2026-over-green-fuel-requirements-.html

Singapore outbound flights to cost more from 2026 over green fuel requirements

• All flights departing from Singapore are required to use sustainable aviation fuel (SAF) from 2026, its transport ministry said.

• Singapore is aiming for SAF to comprise 1% of all jet fuel used at Changi Airport and Seletar Airport in 2026, with plans to raise it to 3-5% by 2030.


sbr.com.sg/aviation/news/singapore-puts-forward-palm-oil-feedstock-sustainable-aviation-fuel#:~:text=Palm%20by%2Dproducts%20as%20a,aviation%20fuel%20(SAF)%20production

Singapore puts forward palm oil as feedstock for  sustainable aviation fuel 


This, in my view, should include palm oil. We should take a pragmatic approach based on science and evidence, instead of an ideological approach based on preconceived bias and dogma,” Chee said, adding that the use of palm oil is not widely accepted in other parts of the world due to its piercing environmental risks.


Singapore and Indonesia are using palm oil as feedstock for saf.

Malaysia will likely follow Singapore sooner or later introducing saf levy on flight  to promote sustainability and saf /palm oil industry .

More airports will take reciprocal move to use saf and tax outgoing flight.

More demand for palm oil.
More palm oil output is urgently needed for demand burst in 2026 onwards.
Tsh is strategic in boosting output through increase rate of replanting in the next few years. TSH got 50% spare land to expand.
Huge growth potential

Look at 6mth of TSH yearly chart.
Finally reversal trend break out after 12 years downtrend.
Bottom reached after grinding and flushing out for 7 years.
After 12 years of downtrend. All will be conditioned to sell when rally.

When trading in qtrly or yearly chart, we talk about investing in millions.
Just buy a few or ten of millions.
Then wait a few years and take millions safely.
Invest thousand avoid using use yearly chart. you wont have the patience.

Chart on SGX TSH looks nice.
Hopefully another 10% up today on SGX.

More and more biomass plant.(TSH building 4 to 5 in next few years)
Palm based feed stock will be used for fertilizer in mass scale in future.
Plantation company had started to use palm waste to generate fertilizer and it will become major trend in future.
Price for palm based feedstock had been rising.
Beside palm oil, plantation company got more source of revenue and best part is no windfall levy on them!

https://www.msn.com/en-my/money/topstories/malakoff-champions-biomass-co-firing-in-malaysia-pursues-growth-in-renewable-energy/ar-BB1itiaZ

These pilot-phase systems are anticipated to use empty fruit bunch pellets as the primary biomass fuel while TBPP continues its ongoing studies and assessments of other types of biomass fuels such as wood chip pellets, rice husk pellets and palm kernel shell, subject to their availability and feasibility for co-firing.

https://www.klsescreener.com/v2/news/view/1271993/tapping-biomass-potential

He said a significant amount of oil palm biomass would be generated with the industry's growth, leading to the problem of waste.

"Biomass such as oil palm trunks and fronds can be turned into biogas. These are the two big potential biomass sources that have not been tapped currently.

"If we can utilise these resources in the oil palm industry, hydrogen can be produced and added to the supply chain," he said during his presentation on "Value Addition from Waste Biomass: A Circular Economy Approach" at the MPOB International Palm Oil Congress and Exhibition 2023 (PIPOC 2023) last year.

Prepare for soybean , palm oil and other agriculture commodity bull run to come after completing the 4th bottom by feb.
Current plantation stock is still at infant stage of rally.

https://www.tradingview.com/chart/ZS1!/dHl5Nc8D-LET-S-PLAY-A-GAME-FRACTALS/

Our projected timeline was 26th February 2024 to complete the 1750 days cycle.
Expected price bottom we projected was the 1170 bottom to complete the 4 bottoms in the counterpart fractal.

Now we expect the next side of the cycle to steadily build price up.

1 second ago

When a LAPSAP stock like TSH got such movement and you dont know the reason. Selling is the last thing u do.
There are many plantation stock not all move like this.
You sure you know the reason of selling?
THplant is privatise rumour, Jtisia is good result.
What is TSH?

As usual, many will be washed out this time round.
As most do not know why TSH is moving up like Thplant and Jtisia.
TSH is a stock that is pressed hard like no other plantation stock with reasons only banker know.
It will go down and down iregardless of fundamental.
So it will also go up and up without logic.

SGX TSH up 10% now.
Gonna play catch up here later.

basically if banker wanna pull TSH.
They can easily do it at SGX.
Pull to S$0.70 a piece of cake.

broke above 0.315 SGX highest price.
Not much resistance above that.
Sky the limit.

All SGX lsted Bursa Company all traded above its ipo price over the long run.
It may drop below ipo price in the short term after ipo.
Once it broke above the ipo price , there is no turning back.
Top glove even fell 90% from its peak still trading above its ipo price in SGX 75 sen.

Breaking 1.10 ipo price for TSH. Matter of time.

Plantation index peaked at 2012 to 2014 at 9000 pt.
The profit earned by most plantation company then are lower or almost the same as now.
But the pe and market valuation of plantation company was much higher then now.
9000 point vs 7300 now based on relative same cpo price around 4 k back then and now.
It went down because of eu new biased RED policy targeting palm oil back then in 2014.
Since then the pe and market valuation of plantation company went down a lot.
Now the EU is going to recognise palm oil as environmental friendly and sustainable.
Its a major good news for the industry.
Going back and breaking above 9k will be insight.