Boss parked for 2 days to buy but no one want to sell down what to do.
If boss collect enough means good to go.

Give something for others to attack. If not their life very boring.

https://www.thestar.com.my/business/business-news/2023/01/12/tesla-nears-deal-to-build-production-facilities-in-indonesia--bloomberg-news

TESLA
INDONESIA
NUSANTARA VALUE SKYROCKET....?

If you haven notice.the boss is parking everyday to eat up all the margin trader tickets being forcesell in the morning and afternoon but is getting thinner as all give up waiting. Idss tickets impatient seller slowly baiting them to sell. All ta trader selling on major resistance are also slowly eaten up.

Tsh attracts only patient investor.
Punters or traders on margin will end up sell their chips to boss.
Rss and idss and impatient ones will help grow boss ownership.
Slow n steady.

Tne non stop buying by boss already stop all call warrant issue since sept 2022 on tsh. The bankers got the message.
That is when tsh started reversel on 1 oct at 90 sen.

From 5 min , 15 min, 60 min, daily wkly mthly macd all above 0 axis.
Very strong indicator. Slow and steady.


Qtrly and half yearly haven shown reversel from down trend.
Qtrly macd already GC in 2022 march.
Half yealy will GC soon.
Yearly chart had turn red to green in homily.Ending down trend in yearly chart.
2023,2024 will be strong year for TSH, that explain why boss keep buying 500k.
Shortsighted Epf already taken out in 2022.
Boss is now slowly taking out weak shareholders.
No matter is top 5 or top 10 holders.Rss ,Idss, or retailers like you and me.
The boss want all your share.

If you found a property which is worth 2.5 to 3 million ringit(valued based on latest land sale) but is selling at 500k.
Will you buy?
Of course not probably the house is haunted u may think.
If the said property is giving 10% rental yield as well.
Will you buy?
May be.
If you got 500k everyday refreshed in your bank account what will you buy?

Tsh director answered the above q by buying Tsh ,everyday with 500k.

TSH is the only plantation stock which director bought everyday for 500k for the past 6 mths.

TSH is the only bursa stock which director bought everyday for 500k for the past 6 mths.

May be already break the longest record in bursa history everyday sbb by director with own money.

Let see whether he will bring this record to 1 year nonstop sbb.

Market had been successfully condition to support tech and new economy for past decade.
Now they will be recondition to support old economy for the next 2 to 3 years.
It will be painful to recondition.
As usual , if tech is the previous market leader. The next market leader will not be tech.
Old economy give way to nurture new economy.
When new economy hits limit.
It will give way to nurture old economy.
Old nurture new.New nurtures old.

Because nobody interested in plantation making alot of cash.Thats why it is safe and slowly going up.

Because of massive retailers habitual supporting of tech.It is risky and going down.Tesla will start attracting massive retailers and tech lovers at around 100 region.Until it is lucrative enough for the sharks, they will be culled for road trip below 100.
It will be assisted with apple down trend.

When you see massive spamming and negativity but price is going up instead of going down, you know the stock is fundamentally strong and all bad news is priced in.

if 2022 close nice.
TSH yearly chart will give a multi year bull run set up.
last time this set up was drawn.
TSH share price rose 10x over 10 years.

TSH reverse Head and Shoulder going break out.
daily wkly mthly going back above long term bull trend.

Many years ago.Average tech pe is around 7 to 10. Since when tech pe is around 20 to 100. Yes, since qe started.
Now back to square one. Low interest rate era is dead and time to wake up.

Their intention is to bury all comment with spam.
So that no one can read anything .
Hence repetitive spam all days long.

By jun next year .Boss would have sbb over 100 million share.
Public float will drop below 30%.Retailer getting crowded out.

Cant imagine tesla dropping to usd50 next year.
Retailers still love tech. More to drop.

Some note on few top  shareholders disposing as highlighted by some naysayers.


1.They dispose and boss buy back. So no effect. You can go around see in bursa any boss buy back all the share dispose by other top holding shareholder.
So far i cannot find any.

2.After they dispose what they gonna do you do not know. But only thing they can do is only buy and cannot sell anymore.

3.After their dispose the boss will definetly reward shareholder more because he invested alot more now.So can expect a higher return to shareholder going forward as it turn net cash generating machine like inno.

4. A pb 2.5x inno with a 0.69x pb tsh means the boss is pushing up inno while collecting tsh. Probably a distribute of inno to shareholder is warranted in future.

5. 0.69x pb for tsh means a lot of growth for tsh infuture as tsh got more undeveloped and maturing plant compared to inno.

6.Back in 2020 when inno is at 30 sen pb below 0.5.If someone tell you inno gonna be 1.50 pb 2.6.Probably will be laughed at and repeatedly scorned.

2 billion more by 2050.
70 million more humans per year x avg consumtion 14.39 kg
=1 billion kg more  of edible oil needed Every year.
600 million kg from palm oil.

We need 20 billion kg more of edible oil by 2050.
12 billion kg will come from palm oil.

Why palm oil is key for food security and sustainability

https://www.klsescreener.com/v2/news/view/1085493/why-palm-oil-is-key-for-food-security-and-sustainability

Among the main knock-on concerns associated with a worsening climate is its implications on our food security. Put simply, the United Nations estimates that by 2050, the world must feed two billion more people, when food demand will be 56% greater than in 2010.

Ultimately, what does this mean for you, the consumer? The WWF recommends that "the best thing we can do is support sustainable palm oil and avoid boycotts, since we know substitutions with other vegetable oils can lead to even further environmental and social harm".

So, if sustainability matters to you, choose certified-sustainable palm oil.

When indonesia become top 5 largest economy in future.
What is the land price in nusantara?
Just keep some tsh for your children,they will be grateful to you.

All these anti palm oil warcry are just political gimmicks to raise stakes before final negotiation conclude after wto decision in few wks time.
And ignorant will think its the end of palm oil and smart fund will be prepared to move in.

EU need diversify reliance on russia china and usa. And asean its very important to them.Indonesia gonna be top 5 largest economy in the world in 2050.
They cannot afford to lose their market.

Eventually they will sign FTA with indonesia and malaysia and their certified palm oil will be free to trade again.

Must be forward looking.

https://www.reuters.com/business/energy/us-begins-buying-back-oil-strategic-reserve-official-2022-12-16/

Oil price final support reached also mean Palm oil support reach.

Now Mistry start to believe 4 to 5k for palm oil instead of 2500 like the naysayers.

https://www.klsescreener.com/v2/news/view/1085393/mistry-predicts-a-jump-in-palm-oil-on-indonesian-biofuel-mandate
Mistry predicts a jump in palm oil on Indonesian biofuel mandate.
The most-consumed cooking oil may trade between RM3,500 and RM5,000 a ton between now and the end of May, unless the war in Ukraine ends, said Mistry, who has been trading palm for about four decades.

2023 1.88 can or not?
If 2022 close well. Then tsh is obeying mthly upward channel and will definetly test rm2.00.
The worry is can anyone hold til then ?
Best wish is all jump ship before 1.20 now.
So can make an easy job for boss.
So naysayers please do your job.

Expect 2023 could be a year of opportunity and turnaround for plantation sector as EU change its stand against Palm oil. The long hanging issue behind palm oil for past decades will be over. Fund will be moving in this underinvested sector for the past decade.

www.dw.com/en/eu-races-to-strengthen-trade-and-diplomatic-ties-with-indonesia/a-63367502

End of bad blood

Things are changing. "Our engagement with Indonesia has probably never been so intensive," a European Commission spokesperson told DW.

A surge of diplomatic visits kicked off in June 2021 when Josep Borrell, the EU's foreign policy chief, made Jakarta the first port of call in his maiden Southeast Asian visit. He returned for a second visit, to Bali, in July this year.

Because of its role as G20 president for 2022, Indonesia has also received an unprecedented number of high-profile EU visits, including from Valdis Dombrovskis, the EU trade commissioner, who last month said from Jakarta that he expects both sides to agree terms on a free-trade deal by 2024.

EU-Indonesia relations have soured over a handful of trade disputes, most of which have gone to the World Trade Organization (WTO) for review. Yet tensions are expected to ease once the WTO makes its recommendations by the end of the year.

Widodo said in early September that he expects his country to lose in its trade dispute against the EU over Indonesia's 2020 ban on exports of nickel ore. The WTO formed a panel overseeing this dispute in April last year. A final report is expected in the last quarter of 2022.

The WTO is also expected to announce its decision by the end of the year over Indonesia's case against the EU's decision to phase out imports of palm oil imports by 2030. Indonesia is the world's largest exporter of palm oil, which Brussels has designated as a non-renewable fuel.

Once these disputes are settled, analysts reckon that discussions between EU and Indonesian officials can turn to issues where both sides see eye to eye, such as on the long-awaited free-trade deal. With Indonesia taking over as ASEAN chair next year, there is even more impetus on Brussels to cooperate if it wants to continue building good ties in the region.

Basically, you wont see indonesia stockpile running high again. If china demand pick up strongly after reopening ,stockpile may drop to tight situation again. B40 will be implemented after they fine tune the formulation and increases production to avoid serious shortage in future.

To put the policy change into perspective, the increase in the blending mandate is expected to increase domestic Indonesian biodiesel demand 18% from 11 million KL to 13 million KL, which translates into around 1.8mmt of extra palm oil (CPO) consumption in 2023. (assuming that the 13,000,000KL target is met).

Increased domestic Indonesian palm oil demand will reduce the volume available for export from one of the worlds largest palm oil producers, and plans to increase the blending mandate further, to 40% indicate further increases in demand. This policy has provided support to the palm oil price in 2023, and will help it weather the storm of regulatory headwinds coming out of the EU. This is likely to generate sustained upward pressure on the price of other oilseeds such as canola into the future.

Expecting a FTA to be signed between Indonesia and EU in future. Palm oil will be allowed to be exported again to EU.

https://www.thejakartapost.com/opinion/2022/07/22/out-of-sudden-eu-asean-plan-leaders-summit-in-december.html
The palm oil diplomacy will give Indonesia, as well as Malaysia, a chance to raise its bargaining power in any negotiation on trade restrictions with a weakening EU. The same rule also applies to Indonesian coal.

The EU has agreed to accelerate a free trade agreement (FTA) with ASEAN, a significant change from its traditional preference of having an FTA with individual ASEAN member states. With Indonesia, for example, the EU has yet to complete FTA negotiations, especially in resolving disputes over palm oil.


https://www.thejakartapost.com/paper/2022/12/16/jokowi-sticks-up-for-palm-oil-nickel-policy-at-eu-asean-summit.html

President Joko “Jokowi” Widodo has taken a more outspoken stance against the European Union’s efforts to impose its own sustainability standards on trade with ASEAN, insisting at a summit on Wednesday that it would have to treat the bloc as an equal if it wanted to build a better partnership.

His remarks, delivered at a special EU-ASEAN Summit to celebrate 45 years of their dialogue partnership, comes amid disagreements over EU environmental and trade policies, as well as efforts to conclude a trade deal that has languished for 15 years.

Southeast Asia, Jokowi said, had become a world economic powerhouse and so a partnership with ASEAN would benefit the EU. But going forward, he asserted, Europe would have to let ASEAN nations to do what was necessary to develop their own economies.

https://www.thestar.com.my/aseanplus/aseanplus-news/2022/12/16/end-of-eus-dictation-jakarta-post

Its Official

JAKARTA : Indonesia is set to raise mandatory biodiesel blending to 35per cent starting January 1, 2023, to reduce fuel imports amid high global energy prices and to shift to cleaner energy, the energy ministry said on Friday.

The world's biggest palm oil producer has since 2020 implemented the B30 programme, which mandates fossil gasoil to be blended with 30per cent palm oil-based fuel, and has been planning to increase the use of palm-based fuel.

"The estimated demand for biodiesel to support B35 implementation is 13.15 million kilolitres, or around a 19per cent increase compared to 2022 allocation of 11.03 million kilolitres," energy ministry spokesperson Agung Pribadi said in a statement on Friday.

Indonesia is estimated to consume 37.58 million kilolitres of diesel next year, of which 35per cent will be supplied by palm-based biodiesel.

The country's biodiesel industry has an installed capacity of 16.65 million kilolitres, the energy ministry said.

The energy ministry also set a new specification to improve the standards for biodiesel to assure consumers that higher biodiesel blending would not affect engine performance.

The government has been running road tests for biodiesel that is 40per cent palm oil since July 2022 and is expected to conclude the trial by end of this year.

Tsh and inno both run by same boss.

Inno zero debt .PB is 2.4 x. Price at 1.54
Tsh zero debt soon.PB is 0.69. Price at 1.04.

Eventually boss target could be
TSH zero debt
PB 2.4
Price at 3.60

Drama at dnex is a sign of downtrend in malaysia tech industry.
Dnex is going to be a showcase to international investor that malaysia tech is next golden goose that unseen hand is killing.
Be cautious decades of uptrend in tech means alot of selling off on every rebound.Bankers simply got too much chip accumulated over past decade to dispose so they will fake bull trap to dispose.

Indonesia has mandated that aviation fuel must be blended at a rate of 5% (B5) by 2025.

We are looking at the day where waste and used cooking oil price is higher than cpo in future. And will give a strong support to cpo price.
Thats the power of greenflation.

https://www.argusmedia.com/en/news/2400935-viewpoint-asian-biofuels-breaking-away-from-europe

Wonder how are they gonna find all the feedstock as it is limited and sold out.
Probably learn from the chinese mixing non food grade palm oil with used cooking oil.

https://www.klsescreener.com/v2/news/view/1083809/petronas-eni-euglena-explore-biorefinery-feasibility-in-pengerang

Guarantee they cannot find enough feeedstock in future.
All efb and waste from plantation company are sold out.
Suggest they look into producing industrial vegetable oil IVO from ffb like indonesia for stable supply and growing market.

Looking at big q in klk. Big fund is going in plantation.

https://www.thestar.com.my/news/nation/2022/12/14/no-electricity-tariff-hike-for-households-smes-says-anwar

He added that the increase in tariffs would not affect the small and medium enterprises and companies involved in agricultural and food production.

He said that Energy and Natural Resources Minister Nik Nazmi Nik Ahmad would be announcing the details of the tariff rates for affected sectors.

So new PM looks after plantation sector and farmers?

Thats why resource is king in a Greenflation era.

Any green  regulation is inflationary and will be pushing resources price up.
Thats why is call Greenflation.

Only high resource price will result in less pollution.
Cheap resource price will induce more consumption more wastage and more pollution.

If you want save the earth all resource price should double and will greatly reduce pollution.

What is the impact on eu palm oil regulation?

1. It will affect small holder more. All bursa listed plantation company are non deforest compliance.

2. If eu reduce palm oil import .It need to make up the consumption with local deforest friendly oil like sunflower rapeseed oil. This will create shortages outside eu and higher alternative oil price will happen.
Palm oil will flow to these region to fill up the void.
In other words, palm oil consumption will not reduced or slightly affected but vegetable oil price is even higher than before implementation.
Sounds familiar .That is exactly what happen to oil now.

3. Sustainable palm oil will command premium market and will squeeze out new player due to high cost and regulation . Beneficial to malaysia palm oil .

Most lkely the market will not let the dividend holder buy back cheap.
Usually will be push back before they got their dividend.

The boss is smiling everyday and say thanks to all bankers and naysayers for pushing down the price for him to collect. He is happy everytime the price goes up or down.

Many company report very good profit .Some even qtrly improved profit like some tech company.
But their cash flow are not positve. Some are living on borrowed money but report excellent profit. Stock price sky high with over 20 pe.

TSH got good profit. Positive Cash flow over 100million every qtr even without land disposal.
Now no more debt. Every qtr over 100million cash flow in pocket.
The boss every day see so much money come so he is very happy buy in .
Everyday few million cash come in. He spend 500k buy in why not.

Gap is closed. Uptrend continue . Higher high above 1.20.

If b40 is implemented very likely there will be serious shortage of palm oil when china fully reopen in 2023 coupled with flooding and low peak season. Thats why for now b35 is implemented until feedstock supply is further increase in future.

Biodiesel B35 Will Run Next Year, How come it won't become B40 Pak Jokowi?
 

08 December 2022 15:40


Jakarta, CNBC Indonesia - Indonesian President Joko Widodo (Jokowi) asked that the mandatory implementation of the 35% biodiesel blend or B35 program be implemented from January 2023.

Later, B35 will be used as a mixture for diesel fuel, with a ratio of 65% diesel and 35% biodiesel.

The application of B35 is down compared to the original plan which would apply a 40% biodiesel blend (B40). In fact, the Ministry of Energy and Mineral Resources (ESDM) has already conducted road tests for B40 from July to November 2022.

So, why suddenly B35 will be implemented next year instead of B40?

The Director General (Dirjen) of New, Renewable Energy and Energy Conservation (EBTKE) of the Ministry of Energy and Mineral Resources, Dadan Kusdiana, also explained the reasons for the decision to implement B35 instead of B40 as originally planned.

Dadan acknowledged that the government had conducted trials on B40 and showed positive results, both from laboratory tests and road tests. However, he said that the determination of the B35 policy had gone through careful consideration.

"We did test B40, and the results were positive, both in the lab test and the road test," he told CNBC Indonesia, Thursday (8/12/2022).

Dadan revealed that the considerations that had been reviewed by the government so that it finally decided to implement B35 included readiness to supply raw materials, infrastructure readiness, and anticipation of B35 incentives.

"The policy for determining B35 certainly considers matters such as supply readiness , infrastructure readiness and also anticipation of the amount of biodiesel incentives," he explained.

Dadan also said that the government was ready to implement B35 at the beginning of next year. This is evidenced by the results of trials that there are no significant obstacles.

"Ten of the 12 vehicles used in the road test have completed the road test with the result that there were no significant problems. The biodiesel specifications for B35 will then be determined," he explained.

Therefore, his party is optimistic that the implementation of B35 in Indonesia can start in January 2023. This is also a form of government anticipation of rising world oil prices and also to reduce diesel imports.

"Hopefully the B35 program can be implemented from January 2023," he said.

With the implementation of B35, according to him the allocation of biodiesel in 2023 will increase to 13 million kilo liters (kl), from the 2022 allocation of 11.02 million cl.

Dadan said this was based on calculations and considerations for domestic diesel fuel consumption growth.

"Based on calculations taking into account fuel consumption growth, the allocation of biodiesel for the 2023 B35 program is estimated to be around 13 million KL," he said.

Previously, the Ministry of Energy and Mineral Resources had conducted a B40 road test by the Lemigas Oil and Gas Testing Center involving the KEBTKE Survey and Testing Center and the National Research and Innovation Agency (BRIN) through funding from the Oil Palm Plantation Fund Management Agency (BPDPKS). ) submitted by the Ministry of Energy and Mineral Resources, Directorate General of EBTKE.

The fuel formulation used in the B40 road test was B30D10 with a mixed formula of 30% Biodiesel or B100 and 10% Biodiesel. The type tested was B40 with a mixed formula of 40% Biodiesel plus 60% Solar (B0).

https://www.theedgemarkets.com/article/bursa-malaysia-launches-first-shariahcompliant-carbon-exchange

Carbon credits can be generated from nature-based solutions, such as reforestation and afforestation projects. It can also be generated from technology-based solutions like methane capture for waste management and biogas. 

Tsh got plenty carbon credit project. Some notable ones:

https://www.tsh.com.my/sustainability/forest-management/

Sustainable Forestry

The forest ecosystem which surrounds our facilities is important to TSH and we continuously work with state agencies & non-government organisations to ensure that we minimize harm to the environment and also treat degraded areas. We have implemented enrichment planting and silviculture treatment initiatives under Sabah’s Forest Management Unit (FMU) Programme. Our land development practices also meet strict environmental conditions to avoid harming biodiversity.


https://www.tsh.com.my/sustainability/environment/

Green Energy and Waste Management

TSH plantation operations produce a significant amount of biomass by-products. Palm biomass such as pruned fronds, old palm trunks and treated palm oil mill effluent (POME) are recycled back to the soil as natural fertilizers.

Other forms of biomass such as fibre, shells and empty fruit bunches (EFB) are used as renewable energy sources to generate steam and electricity for mill processing. This green energy is able to sustain 98% of our mills’ energy needs.

Methane emission from the treatment of POME is a large contributor to the total operational emissions. All TSH Mill at Sabah has successfully commissioned biogas plants to capture methane gas and mitigate GHG emissions from POME.

In addition, TSH has a 12-megawatt (MWhr) biomass co-gen power plant & 3-megawatt (MWhr) Biogas engine at its Bio-Complex Plant at Tawau, Sabah that uses mesocarp fibre, palm kernel shells, EFB & methane gas from POME from its own Palm Oil Mill to satisfy almost all the steam and electricity requirements of the complex. The generated energy is connected to Sabah grid system (SESB), which is under SEDA FIT program.

Is Tsh eligible? Potentially yes ,their nature project is approved under kyoto protocol.
They need to convert to verra registry.

Projects registered under the Clean Development Mechanism (CDM), which is a UN carbon offset scheme under the Kyoto Protocol in 2006, can supply standardised carbon contracts for the BCX as well. But the project developers have to convert their issued certified emissions reductions (credits generated from a CDM project) to verified carbon units in Verra’s registry, and the vintage has to be from 2016 onwards.

www.astroawani.com/berita-malaysia/industri-solar-biodiesel-perlu-diperkasakan-semula-prof-jomo-395489

Focus on forgotten industries, economist tells govt

Jomo, dalam bidang biodiesel yang bersumber daripada minyak kelapa sawit, di mana perkara ini menurutnya sudah dibincangkan sejak dekad 80-an lagi.

Bagaimanapun, katanya, kelihatan hampir tidak ada usaha serius untuk memajukan dan mengembangkannya, sedangkan Malaysia adalah antara pengeluar terbesar produk berasaskan kelapa sawit di dunia.

Tegas beliau, pemerkasaan industri-industri berpotensi besar sedia ada ini merupakan langkah yang perlu diambil sebagai antara solusi untuk menggandakan pendapatan negara dalam usaha memulihkan ekonomi rakyat.

PETALING JAYA: The government should focus on reviving industries that have been forgotten for more than a quarter of the century, such as the photovoltaic solar panel and biodiesel industries in a bid to revive the economy, says an economist.

Touching on the palm oil-based biodiesel industry, Jomo said that it had been talked about since the 1980s but there has yet to be any “serious progress” in its development.

“And it is needed at the international level,” added Jomo, in reference to the huge demand for biodiesel fuel globally.

Biodiesel fuel’s importance as an alternative to fossil fuel has gained prominence due to worsening climate change.


 

Sifu said

Nusantara theme in bursa and tsh will come eventually in the future.
When we dunno yet.
But probably that will be seen as one of the strong catalyst to form a half yearly and yearly GC on macd of tsh.Of course that will be sometime ahead.
But it would be exciting to see a golden cross(above 0 axis)  on  a half yearly and yearly chart of tsh.Very powerful chart .
Last time tsh had such setup was in 2004.
Price rally from 23 sen to 2.30 10x from 2004 to 2014.10 yrs 10 x.

Sifu said

Tech got big risk ahead he warn many time.
Tsmc is moving to us.it means taiwan protection is gone.
Why china let tsmc leave taiwan because they do not want it to become their weakness in reunification.
Once tsmc gone from taiwan to usa is the day china will take back taiwan.
And us sanction will follow.
China will be increase speed of stockpiling resources from now on.
Two prong strategy from russia n china vs usa.

Sifu said

Everyone dun like to buy plantation.you can see from every platform.No one want or talking or cant be bothered.
Thats why is not crowded.
Evry platform only talk about tech. Still got long way to drop.
They jus cant kick the habit of buying tech for the past 10 yrs.