Posted by calvintaneng > 2021-05-13 09:03 | Report Abuse

Good one

Of the above commodities Lumber has gone up the most at more than 300% from you

But from historic low of Usd200 lumber is up a spectacular 800% to over Usd1,600

Ta Ann is the Taiko champion for lumber by ownership

Wtk is a smaller version

Tsh apart from having Palm oil lands in Indonesia also got Forest concession of over 200,000 acres

Tsh exports it's furniture product to USA through its private delisted Ecowood

The biggest Forest concession holder is Jtiasa (Giant Treasure ) Jtiasa has 206,000 acres of palm oil lands in SARAWAK and some timber lands as well

The biggest hidden surprise is Jtiasa Forest concession lumber lands of about 2 Million acres large.

It is 11 times the Size of Singapore according to Jtiasa Company Website

11 times the Size of Singapore ?

That is mind blowing

No wonder Calvin call Jtiasa the Giant Treasure

Posted by calvintaneng > 2021-05-13 09:07 | Report Abuse

Correction

Singapore land mass is 180,000 acres

11 times is 1,980,000 acres or near 2 million acres

So Jtiasa forest concession is not 1 million but almost 2 Million acre strong

Posted by brian3381 > 2021-05-13 10:37 | Report Abuse

Buy buy buy plantation n timber

Posted by stockraider > 2021-05-13 11:07 | Report Abuse

Remember 2 of the world most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!

U can emulate them now too mah....!!

Thats why the 2 richest savvy investors have taken note the point of concern that palmoil & commodity price cannot going up forever like the case of glove & eventually the commodity price will also fall 1 day mah!

To address this issue or concern w.buffet & bill gates, say buy farmland & palmoil plantation, even the commodity price fall, u still have great protection on the value of cheap plantation land & farmland mah..!

If u buy into cheap land, u have both margin of safety accorded by cheap land plus prospect of reaping great profit from high palmoil price loh!

Thus u should Quickly Buy into palmoil plantation now, b4 its price shoot up mah!

Time to be a little bit more contraian in view of mkt at reasonable high level mah!

Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!

Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!

Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!


As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!

But this up 1 to 2 sen is chicken feed mah, why up so little leh ??

Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!

Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!

Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!

Posted by calvintaneng > 2021-05-13 12:54 | Report Abuse

Why so quiet in commodities discussion ?

All stuck in overvalued tech stocks, aluminum hype, glove or pump and dump lapsap ??

Is that the reason why 90% are disinterested in this once a century commodities superbull run time

Posted by stockraider > 2021-05-13 13:00 | Report Abuse

The strategy is plain simple, just buy commodity raw material stocks while the price still very cheap loh!

Posted by Stockisnotfun > 2021-05-13 13:05 | Report Abuse

Aluminum and steel is not commodity? That's why Kyy explained their selling prices has up due to inflation.

Posted by stockraider > 2021-05-13 13:16 | Report Abuse

Of course these are commodities too mah!

But what is the ultimate raw materials for these 2 products leh ??

Alum bauxite & Iron Ore which need to mine = equivalent to Palmoil plantation loh!

Msia have not much iron ore & alum bauxite mine, thus we do not really benefit from iron & aluminum price run up mah!

We buy aluminum & steel from others, Once our cheap inventory run out, we still need buy at a higher price loh!

Unlike palmoil....we grew ourselves thus we have ample raw material loh!

Posted by Stockisnotfun > May 13, 2021 1:05 PM | Report Abuse

Aluminum and steel is not commodity? That's why Kyy explained their selling prices has up due to inflation.

Posted by henry888 > 2021-05-14 08:03 | Report Abuse

Buy early before the stock price going higher or even limit up. Case example is MSM which price had been below 0.600 for quite sometimes. Now is rm1.62, highest RM2.00++

Posted by Bgt 9963 > 2021-05-14 08:50 |

Post removed.Why?

Posted by Up_down > 2021-05-14 13:45 | Report Abuse

No local mainstream medias has reported spike in prices of log, plywood and particle boards. Lagging news?

Posted by Up_down > 2021-05-14 13:59 | Report Abuse

WTK's main business is timber harvesting and processing. Its plantation performance can't even match with small player like PLS plantation which has been making profits. Not to say that PLS Plantation mature areas is about 10% lower than WTK.