Posted by calvintaneng > 2021-04-20 22:49 | Report Abuse

haha I found out that you can only view the entire content from a computer and not your iphone

Posted by calvintaneng > 2021-04-21 08:57 | Report Abuse

I also like Ta ann and Sarawak plant plus the Kwantas taken private

These ones will give 30% to 50% upside

But as Warren Buffet said if I am out looking for a 7 footer man a 5.5 feet man won't do

Since I picked Supermax in glove superbull which rose from Rm1.73 to Rm24.44 and made me more than 1,000% chun chun

I also hope to pick winners of 300% to 500% in the coming palm oil superbull time

And I must pick the bombed out ones like Thplant, Wtk, Jtiasa, Bplant, Tdm and others that are hated and overlooked that will spring the best surprise of surprises

in very bad times must pick good palm oil stocks
in very good times ?

You must pick the badly bombed out ones that will give the highest upside rebound

This is contrary to normal investing as we are in abnormal and phenomenal growth zone

Posted by calvintaneng > 2021-04-21 09:13 | Report Abuse

A summary of Thplant salient factors

1. Thplant plantation Assets are located in growth region of Kelantan, Trengganu, Pahang negeri Sembilan (along Ecrl route which will increase it's landbanks' value

It has also got palm oil lands in SARAWAK (kuching 4 estates & bintulu) and SABAH of which Pan Borneo highway will unlock it's Value

2. The Book value of Thplant palm oil lands ranged from only Rm5k to Rm10k per acre.
Any one if sold will bring in 35% to more than 100% profit

Posted by calvintaneng > 2021-04-21 09:18 | Report Abuse

3. Thplant being sued by Tamaco because Epu objected to its Assets sale in bintulu

Cost was Rm124 mil and if Sold at Rm170 mil Thplant still stand to gain Rm45 mil
As sale was aborted it is in Thplant favour as Lands sold by Thplant was only priced around Rm10.6K

Naim just sold it's lands in Bintulu for Rm330k

That means that Thplant is selling at a super duper discount at only 3% of what Naim is getting

No wonder that Epu objected to the sale as it was just too cheap

So Thplant will have to raise the selling price

Posted by calvintaneng > 2021-04-21 09:20 | Report Abuse

All 3 past results for Naim is positive when Cpo prices ranged from Rm2300 to Rm3300 a ton

And now that Cpo has reached Rm4200 per ton Thplant is bound to see profits amplify up

Posted by calvintaneng > 2021-04-21 09:21 | Report Abuse

The lean months of FfB now over we look forward to abundant harvest from April to October which are the best is yet to come

Posted by calvintaneng > 2021-04-21 09:22 | Report Abuse

After Thplant has pared down it's loans it will resume giving good dividends just like Mhc plant which is giving a 5% dividend yield

Posted by calvintaneng > 2021-04-21 09:24 | Report Abuse

Farm lands in India , Australia , Brazil and Usa have all gone up in prices with the rise of soybean and maize

Even Bill Gates invest in farmland and he is currently the biggest Farmland owner in Usa

Posted by calvintaneng > 2021-04-21 09:26 | Report Abuse

With Fed relentless money printing it's leads to paper currency degradation and the surge of both hard and soft commodities

hard commodity stocks have gone up first

it is only a matter of time soft commodities stocks will follow

Posted by calvintaneng > 2021-04-21 09:26 | Report Abuse

So we buy BEFORE others turn bullish eventually as this is the Law

Posted by calvintaneng > 2021-04-21 12:38 | Report Abuse

kinuxian

SOP, Inno and Swk plant will do well in the cpo upsurge

of the 3 I think SOP should see the best upside from here

SOP should reach Rm8.00 to Rm10.00 range at its peak or even higher

Posted by calvintaneng > 2021-04-21 15:05 | Report Abuse

Edgedaily is wrong to focus on palm oil prices going down when production increase

It is not just cpo price per se

It also depends on all related vege oils like sunflowers seed oil, ground nut oil, coconut oil, canola oil, corn oil and soyoil

If all these are up then Cpo prices must follow in tandem because they are all linked

Posted by calvintaneng > 2021-04-21 15:06 | Report Abuse

The experts are not always right

A black swan even like More super typhoon and drought wiping out crops can propel prices up for several years

Posted by enning22 > 2021-04-22 09:05 | Report Abuse

only if you like jayatiasa or fgv type of management ,like calvin,go for it

Posted by calvintaneng > 2021-04-22 09:57 | Report Abuse

Management yes

But listen to this

A badly cut diamond is better than a well cut cherry stone

Fgv and jtiasa might not be the best managed company but they are now in a rising palm oil bull

So a rising market will help

P

Posted by VenFx > 2021-09-10 20:24 | Report Abuse

Big thanks to Calvin bro

for refer me of your informative article for 'Thplant'.