When investing one must look at the larger picture and see where the fundamentals goal post are.

The best time to buy is when there is a lot of bad news — but bear in mind ..palmoil depleting stockpile cannot be filled overnight , and new plantatings takes 3-4 years to start bearing fruit to produce the palmoil. So global edible oil shortages still lingers on .., US still in winter... Russia ,EU still in winter ... no plantings yet till April / may — harvest July: September...
so still a long way to go before their depleting stockpile can be restored

Will Tdm go back to 18sen like MCO 2020!
Unlikely ... TDM has profit 1.26 eps last Q..,
Possibly 2.0 EPS this Q ...

It is no longer a loss making plantation company

Will it go down to cpo rm2000/ton 2020 MCO ... unlikely ... the sun will shine in due time

Because they cannot everyday talk about rain in South America

Locally —floods reduced production , stock pile declines — so a reserve of factors to use when smart money wants to push up prices .

Fcpo reversing trend based on rainfall in South America — the are hopeful that South America can start plant soybeans —— note — start planting only —— still a long way to go before harvest to add onto existing global depleted stockpile ..
Bias form of news to depress prices — so smart money can buy at cheap prices —-
Then they will tell the other half story to push up prices ...
So time to collect

Tdm good value going forward .,
1.26 last
2.0 this
2.0 next
1. 5 next next
6. 72. Eps for 4Q...
assuming a 10 PE ratio
Tdm value 67.2 sen ..,
Now 31.5 sen ..., BUY BUY BUY

Monthly production data out ..
not bad considering floods ... with escalated prices well above rm3000/ton cpo more than offset reduction of 5% reduction in volume fm floods .
Profit Earnings expected to be in twice that of the previous Q .. I estimate eps above 2.0 - 2.3 sen . If there no unexpected large expenses .

MCO conditions and politics — these are the two resisting factors

Soybean is in the usd14 territory now
Fcpo rm4000/Ton
When fcpo rm3200/Ton.... tdm 43 sen .
And was in the red eps then

Now fcpo trends higher rm4000/ton and with green eps... for the last Q and this Q...
TDM is still a very undervalued stock heading up higher . Only takes a little while longer as there is plenty of room up

Uptrend intact .. rebound up

Price holding well in spite of Darurat. And MCO news and implementation.
Plantation not effected .

Only floods in Trengganu affect the production last few weeks .. short term effects.., come CNY hot weather will be ok

Soybean up trend continue to scale new high .. fcpo follows.., tdm follow

Tdm increase to 33 sen today .., bottom out correction .., uptrend starts ?

Work on fundamentals ...
Profit driven EPS —- Positive
FCpo .., uptrend
Soybean ... uptrend

Tdm was at 18sen when cpo was rm2000/Tom
Eps was in the negative territory

When last Dec/jan fcpo rm3200/ton
Tdm... 43sen .., then eps was in the negative
Now fcpo rm4000/Ton , eps positive
Tdm price ?
Go back 30sen ?? Unlikely .
Go up 50sen ... in due time only .
18sen to 36 Sen already 100% increase .
36 sen to 72 sen ..., another 100% increase by after the next earnings Report out , fcpo remains above rm3000/Ton ... through 2021 .
If fcpo rm4000-rm5000/ton ..,then tdm 100sen ... by year end .
My 2 sen thought

Good advice bulldog ..

The upward pressure building up

Fcpo towards rm4000/Ton.....

Soybean up 4% ..,fcpo .follows... tdm ., follows

Bull run 36.5 sen going strong

With widespread flooding - cpo production will be lower .,., price will also support reducing stockpile

Soybeans traded higher still .., fcpo follow .., tdm follow

Soybean another high .. 31usd / bushel ..+0.15%...
Fcpo will follow ...,
TDM.., will follow

Soybean closed higher last night .,, fcpo should follow , and tdm ... after opening fcpo time

Fcpo closed green .. tmrw hopeful to continue uptrend

Another good day

35.5.... good day ... striking towards previous 43sen

Soybean 12.67 usd/ bushel... uptrend last traded
Argentina - drought — soybean no new stock for this summer down there . Brazil importing soybeans . No new input to world stockpile.
North - waiting till April only can plant , harvest only June ... so another 6 months to go for good palm oil

This counter is a slow and steady type — treat like a lady—

Soybean production in south hemisphere is a problem this year ...chile drought , Brazil got to import soybeans ....soybean price spiking up ... so cpo follows

It was once a RM5 counter way back in 2012 ... not too long ago before it descend into the pit over 6 years ..... and long term fortunes is reversal has started . Global food shortage has just begun and will likely to continue for the next 6 years with the Covid 19 situation where the whole Agri production in many key food production countries had been badly affected and disrupted . Hence , the long term uptrend is expected and started late last year .... to continue for 5 years or so in the long term cycle of boom and bust .
The long term superbull has just started ..,
Signs :: bankers volume 90% of the shareholding’s - smart money can sniff out a good deal much faster than the retailers .. they have a longer term holding capacity for exponential growth of their money

Palmoil has a 5 year cycle of long term trends of bull and bears .
2009-2014 uptrend bullrun
2014-2019 bears
2020- 2025 uptrend superbull run starts

Estimate earnings
1.59sen
2.0 sen
2.0 sen
1.59 sen
7.18 EPS for 4 Q...
PE 10x.... TDM 71.8 sen TP1
PE 15x ... TDM 107.7sen TP2
PE. 20x ... TDM 143.6 sen TP3

Futures cpo traded at rm3700/ton level .. superbull run in the making

R1..43sen
R2.. 77sen
R3.....99sen
These are the short term TP, medium term TP and longer term TP

Smart money only scared of global news on cpo and soybean oil ...,if that is clear... game up plan continue

The globa news abt soybeans new plantings on south countries prospect , reduces soybean oil futures price and alongside cpo futures .. .. bottom out .. price uptrend coming back in for soybean oil ..,
So looks like cpo futures will follow , and tdm correction bottom out as well ... have a good day folks .

Bankers institutional holding 90% on this stock ... they are here to lend energy to push tdm to a higher price level ..,?

Strange some ppl just hate TDM making money ??

TDM
Top
Digging
Money

Uptrend intact , well supported by institutional buyers volume . Step up pattern .
MACD positive
Chopzone - Buy
The indicators are in positive note .,
Those who bought early have all made their money .., more to dig ..,

Based on earning last Q... eps 1.59!sen x 4 next 3 Q... 6.46 sen
PE 15... 95.4 sen possible next year ...
So a lot of room to run still . Institutional money very high now - 80% ... they are here to stay and reap the uptrend for their investors on a longer term .
Good support at 30sen... a step after then Rubio from 22sen ... rested at 26 sen ... run up to 33 sen resting above 30sen ...
30-35 sen next week punya cerita . My take

Uptrend on track ... high volume and higher high
Good job

Tdm making profit and the shareholders love it...bankers love it ... this one got hope to excel

That is the long term game for TDM

No wonder ... smart money volume very high80% to take on the task of pushing it over the next few days ...,step by step as QR earnings comes in ...

Cpo.. .. RM2600/ton average .,, eps 1.59 sen
Cpo.. ..,RM3300/Ton average .., eps 3.0 sen
Cpo... RM3500/ton average ..., eps 3.5 sen
Cpo ... rm3300/Ton average ..., eps. 3.0 sen
Total 4 quarters future eps estimate- 11.9 sen
TP... 15 PE ... RM1.78 .... TDM good buy now

I agree with Mabel .., towards previous high of 43 sen

nothing to stop them now...
No more sell down ..,
They would want to push up the share price with no resistance standing in their way .,,
Having cornered that .. now they can

Bankers shareholding exceeds 80% - retail investors buyout in the run up ...
now they will push it to go much higher .., wait and see

Spring board towards new highs with profit on the last quarters ...
for profitable plantation the price will be in the RM... in months to come
A super good counter to hold