Additionally, as part of the important ESG drive, what is TSH doing with the post-refining after-products? I don’t call them“waste”. Are they monetising those?

Matter at hand - TSH :

1) EPF have invested and traded TSH multiple times for a long time. But since the start of this year, they have been disposing. Their disposals accelerated in Feb until they no longer considered as substantial shareholders. Why? Either they already knew about the palm oil headwinds (those buggers know all sorts of stuff, damn) or they cashed out and can trade without any further required announcement by TSH that could potentially be interpreted as “bad news”

2) LTH looks to be patient

3) What RM280M assets are TSH renting (right-of-use)?

4) What are the RM170M inventories?

5) Debtors vs creditors. Creditors greatly outnumber debtors in terms of ringgit. Explanation would help, esp. regarding who TSH owe money to

6) I’m personally interested, just out of curiosity, the big retained earnings versus the small negative treasury shares

Hope someone here can en.ighten me. Thank you

And while I neither like nor dislike Calvin (my various posts about him may leave you confused), I have said several times he can defend his investment but I just don’t like his repetitive daily promotional postings

Well, I’ve changed my mind. Calvin can go right ahead and promote. I *do* have the ability to scroll :)

*Hint to my buddy here

That way, misunderstandings and ill feelings can be avoided :)

Jjptr, I suggest don’t just search for shareholding changes when you have invested in a company; read every single company announcement and read them carefully. I dunno what app or site you use. For absolute certainty, read Bursa’s website

My freezer full already. I don’t want “anytime”, I want NOW! :)

Skoh, don’t get too caught up lah with what he posted. Rush of blood by him just bcoz of money. You said you forgave him, so just let it be and enjoy his show

I called you AssGorGor and you can laugh it off prolly coz you have an idea the kinda person I am. I call some dude here Underwear Deejay and he got all so serious, talking bout karma and shit like that

Look in the mirror, everyone. Enjoy what you really have

Ooi Calvin, my truth is I dunno if I can die tomorrow

I invest. I trade what I invest. My family see the benefits while I’m alive. I dumb dumb hold… what happens? You got make all the arrangements to transfer whatever shares to your wife (or husband, if you have either) or your kids on a dynamic daily basis?

And this Calvin keep thinking of past glories by mentioning so many PLCs he, uh, “made buy calls” (hiddenly)

Bonia and Texchem have the same set of investors and traders. Check both charts

Another example of my research :
BIG and Hwatai have almost the same exact chart pattern. Same as above re Bonia and Texchem

Heh.

Aiyo, jjptr… what are you using to read announcements lah wei?!

Anyway, I tend to read and research more whenever a director buys shares

Director buy from open market = Bloody good
Director buy using margin = Erm

Kelvin has been margin buying. Every time. Kelvin is the beneficial owner but you get the drift…

Skoh, yes buddy

Oooh… surely must be bullish Dato slapping lotsa asks this morning!

Dunno how to show you coz cannot post image wor

Check bottom of anncmt under “Consideration (if any)”

Got lah, JJPTR…

Jjptr… 1.643 was mentioned lah… in ori as well as amended anncmt

Brother to brother

Sometimes gotta wonder any hidden agenda when announcements are made and then amended only after a few days later. Happens all the time with various PLCs

Pledged. I said this already.

RM4,350 - RM4,450 critical. IF this range is reached we will then see either bulls or bears emerge to break resistance or fall. My new 2-ct model

Morning

Skoh, hint : No, wait… afterwards you call me naughty boy again… :p

Let’s get back to the true matter at hand :

1) Hands up those that want to buy TSH now

2) Hands up those that want to wait and see and ignore The Dude

:)

Calvin, your answerS are always the same damn thing

Just go chill. Hibernate until August but feel free to post something truly illuminating instead of the same old hash

You may regain what you lost (and it’s not money)

If you are interested, I’ll tell you what is TSH’s crown jewel. But you gotta make the first move. Which I doubt

Yes, Calvin, we all use palm oil in certain things

What’s wrong with you, dude?

Note that I still hold some of TSH. What, you’re trying again to entice “noobs”? You better think of new ways instead of the same old modus operandi

Jeez man

Har Skoh, you asking me to read those things ar? No thanks. Already know. The bugger here dunno when to stop. Told him stop posting Kelvin buy every damn day. 500k every damn day. Standing order. Pledged. Wake up.

I, you and others keep giving hints and reminders but he persists. Because.

I just keep my miniscule TSH in the old freezeroo

Old forecasting model in trash can. Building new one. You all take care

Correct, Skoh. He’s in some kinda ingrained mindset

Try and dig deeper. Pledged securities……

I meant your guess at TSH’s crown jewel, Calvin

To all, like I have said time and again, invest. And then trade your investment. Follow how the funds do it. I follow them

Bottom two lines :

Priority One : Protect capital
Bonus : Profit

“Dumb dumb hold and hope” ? No.

Wrong, Calvin

Aisey, lousy mobile i3 again

Anyway, the last part that got cut out was that I wanted to say two things :

1) TSH and all companies most invaluable asset are their employees
2) TSH will almost certainly be unlikely to sell their crown jewel. They can, and may, continue to sell/monetise the “plantations” they own… but it would take a illogical offer from a potential buyer for their crown jewel

And so… what is their crown jewel?

Calvin (and all TSH as well as “plantation company” investors), the following are my educated thoughts :

All plantation companies are real estate companies. The “plantation” assets they own are “tradeable” assets. Depending on the valuations of these assets as well as the entire palm oil supply/demand scenario, coupled with manpower and geopolitical situation that currently determine a whole bunch of stuff, such plantation companies will seek to either monetise their palm oil plantation assets, look for bargain M

*slapping, I mean :)

Cheers, fellow real estate logistics investors!

Dato hitting just before 4.45 break for tea :)

Hey hey hey, my name is finally in some kinda list!!!

Shit, I didn’t even know Milky and Vtrade follow me!

Wrt the real matter at hand (making money), I replied yesterday to Vtrade’s question regarding what sectors to focus on with rising rates. Today we have seen it. Good luck and cheers

Really don’t understand why folks hiding behind a screen can be so f*cking bold

Everyone are always obediently - and respectfully - standing in queues in any retail shops

Anyway… I expect a decent bounce tomorrow. Too many counters too cheap now…

Sorry TraderAlways, I thot you weren’t bright (haha), I missed your joke and your last Buy word was LOL haha

When I say I sold some last week, well… what more hint can I give?

TraderAlways… I’ll see you on the other side. You don’t seem to see my point of view. I got the pinks of a company back in 2005 and I have seen behavioural changes in directors. I’ve seen changes in folks that had no title that went to Datukship to a TanSriship

Back then, things were easier. Got the email address of TS LHK (he was already a Datuk by the time). Proposed a Robert Kuok asset to TS LHK in a extremely immediate vicinity of KLCC. He replied immediately with “Give me the details asap”. It didn’t work coz the plot ratio for the land was not good enough. Many years ago. That land now consist of serviced apartments

TS LHK now have two secretaries

Look, I understand your response. Peace ok?

Not strong heart but big pockets

I already said before that once a company become a PLC, a whole lot of things change for the founders, major shareholders, meetings with fund managers, DMMs (if company is huge) and perhaps for their immediate families. It can be extremely complicated and quarrels within such families happen in pursuit of more money

They already studied the market

Time is wealth

Kelvin is the only one insider that kept buying. 500k everyday. Why, really? I already posted before why. Bilis.

Vtrade, I dunno chinese

And just to be on-topic regarding TSH :

1) I haven’t sold out but very close; remainder in freezer. Sold some at 1.13 and then some more at 1.09 yesterday… like I said I invest in a stock and then I trade it
2) My post yesterday at 6pm. Ripe for a mandatory takeover. That was my bet. Extremely small purchase (how to hit when low queues?) but today it seem to hold up well (still quite red tho, in tandem) despite overall red mist

Vtrade,

Banks (obviously)
Fintec/IT
Utility

Two last but very important sectors when rates rise coz these two are recession and inflation resistant :

Education
Healthcare

Skoh, OPR announced. It continue to rise. Been monitoring it this morning to see if it’ll join the red mist. It didn’t

Caveat : It used to have one big buy operator and one big sell operator. I haven’t yet seen similar evidence. I hope they stay away

Skoh, look at that counter on 20/5. No UMA for a reason. I entered two Fridays ago. Was worried. Now I’m using two accounts for one. Good luck

Skoh, asset-light company, very low borrowings, a bit of cash, profitable. Only small concern is slightly negative leverage

Skoh, hint : Plywood manufacturer in Sandakan

You are thick, deejay. I posted before I sold some at 1.13 but I ain’t gonna say what I have since done. I’m done with you

AssGorGor, you should have a pretty good idea of me on whether I’m good or not… cheers bro :)

Lunch time news coming soon. To those that “analyse queues”, all the best

Someone said karma?

I believe your handle is false as well as your ludicrous story. So I made fun of your name. Sue me

You bad mouth Calvin. And your karma for bad mouthing someone whereby YOU solely is responsible for buying is…?

Calvin can defend his investment all he wants. I’ll respect that. I also assume most are smart enough to wade thru his promotion mud

I just don’t want Calvin to keep repeating same old stuff

Done.

Eh, I didn’t laugh lah

You learned, right? Good.

Wah this Underwear Deejay is back when TSH officially became a penny!

So Deejay, I read your earlier comments; who was it that cut at 1.13 that you listened to?