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59 comment(s). Last comment by calvintaneng 2022-01-07 12:11

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 12:33 | Report Abuse

Surely if buyer like it so much they still can enforce "specific performance"....whether u like terminate or not is not an issue for them mah!

The sale can still be done loh!

This is the gist of the contract mah!

I think your case had not reach the S&P level yet...could be just agent booking deposits only loh!



Posted by calvintaneng > Dec 12, 2021 12:27 PM | Report Abuse

Sure i tau

I just terminated sale of one house for Rm218,888

Now i raised the price to Rm298,888

Sure happy the buyer cancelled because i in Spore cannot sign S&P

Now Spore malaysia opens for travel and prices of houses also happily surged higher

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 12:37 |

Post removed.Why?

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 12:39 |

Post removed.Why?

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 12:40 | Report Abuse

Yes acquiring for expansion is a must but not buying into plantation with defective title mah!

Just Need to becareful loh!


I remember TSH did sell these land to KLK and a conditional S&P was even signed mah!

But after due diligence KLK cancel the deal it and later buy IJM Plant mah!

This is the same story quite similar to, where Dutaland sold their sabah plantation land to IOI and a conditional S&P was signed but after due diligence IOI revoked the deal mah!

Dutaland has no choice but look for another suiyee loh!

They found another suiyee BPlant...that bought it over from dutaland loh!

The rest is history loh....after Bplant bought over the plantations, its share price collapse to as low as below 40 sen loh....bcos of losses in this investment loh!

Be very cautious with this TSH land deal loh &.... try to ask why KLK rejected the conditional S&P leh ?



Better wait for finalization of the deal 1st mah!

This to avoid uncertainty mah!

Better look into Taann, Bplant and swkplant 1st loh!



Posted by calvintaneng > Dec 12, 2021 12:37 PM | Report Abuse

hahaha

yes Klk seeing huge profit surge from cpo rising all the way from Rm1700 a ton to cross Rm4000 per ton cannot wait for Tsh, so they cancelled the deal and SWALLOWED UP ALL THE SHARES OF IJMPLANT AND DELISTED IT

SEE HOW IOI NOW RAISING OVER RM2 BILLIONS CASH

FOR WHAT?

LOOKING TO ACQUIRE PALM OIL LANDS LAH

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 12:43 | Report Abuse

okok if you love Taann and Bplant and swKplant so much then go sell all bj corp, sell insas and sell all others just go Hammer these 3 Stocks will do

I support you all the way!!

Go go power ranger!!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 12:47 |

Post removed.Why?

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 12:48 | Report Abuse

Just an important warning loh!

Remember this is the risk highlighted on TSH has been over look by people loh!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 12:51 | Report Abuse

okok you should highlight risk in bj corp as Tsvt blows hot blows cold

highlight risk of inari which will impact insas and warn leno

go warn gloves
warn banks due to high Npl
warn steel as China Developers default in bond
warn tech as nasdaq dropping

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 12:53 | Report Abuse

Why don u highlight these risk at the respective stock thread leh ??

We can always debate this issue like we always do mah!


Posted by calvintaneng > Dec 12, 2021 12:51 PM | Report Abuse

okok you should highlight risk in bj corp as Tsvt blows hot blows cold

highlight risk of inari which will impact insas and warn leno

go warn gloves
warn banks due to high Npl
warn steel as China Developers default in bond
warn tech as nasdaq dropping

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 12:55 | Report Abuse

okok you so clever

clap
clap
clap!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 13:20 | Report Abuse

Ok today is the LORD's Day

Hear this message by John R. Rice

https://www.youtube.com/watch?v=FqGiIa6vAHo

Alwinb

81 posts

Posted by Alwinb > 2021-12-12 13:33 | Report Abuse

Why Oriental Holding

With net cash position of 4.50 per share, you are getting Oriental's 40k hectares oil palm plantation for free. Not to mention others profitable business ventures and its impressive portfolio of overseas assets.

Increasing dividend yield. Expecting 5%. Last quarter paid 10c despite direct impact on its automotive and hospitality industry. Expect higher dividend payment for quater ending december 2021

Down to earth but sure win business strateges focusing organic growth based on Oriental's business growth history

Based on its historical share price movement, target price of 6.50 to 7.00 is easily within reach in the next 6 months

Not a multi bagger but a good hedge against inflation and a long term investment

Posted by investor2021trading > 2021-12-12 13:41 | Report Abuse

@calvintaneng, plantations land in Kalimantan, Sulawesi, Sumatra, East Timor n East Papua r all on land lease with d Indonesia's govt! they r not for sale but allowed takeover (if they failed or r not genuine developer) by another company with d consent of BUPATI, Indonesia. Those plantations land cultivated by WILMA, KLK, TSH, UMCCA n others foreign countries r all firstly given HGU (Had Guna Usaha) by BUPATI (local provincial govt) for oil palm cultivations. There r sets of agreements like developing PLASMA land (oil palm land for local farmers/rakyat) n CSR's commitments eg. building roads/bridges for locals. Once they succeeded to plant large hectares of oil palm land, they need to obtain a land lease agreement (10yrs to 25 yrs/1st n 2nd generations oil palm crop) of d matured oil palm land subject to paying a fees to d provincial govt n likewise hv to do SED works eg, housing/schools n clinics for locals/rakyat. Eventually, they need to build a palm oil mill to process their own FFBs n to buy d locals FFBs (economy for d rakyat).

So, don't ever think d plantations companies owned d agriculture land or is their assets! they only leased from d provincial govt for their agriculture businesses to churn revenue n their profits! They also hv to pay fees n taxes for their activities n profits!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 13:44 |

Post removed.Why?

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 13:55 | Report Abuse

investor2021trading

They own the Rights of Use to the Lands

These can be sold & transfer ownership (not the underlying lands) but Rights are just as valuable

That is why KLK bought Ijmplant to own those lands in Kalimantan & Sumatra

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 14:24 | Report Abuse

We must think logically & fundamentally mah!

Oriental has more than Rm 3 billion net cash whereas Tsh has more than Rm 1 billion debts loh!

Tsh Nta has about Rm 1.25 whereas Oriental exceed Rm 10.00 per share mah!

Oriental pays dividend about 30 sen to 50 sen dividend per share...and can afford to pay since it hold about Rm 4.00 net cash per share mah!

In terms ha...Tsh plantation is slightly bigger than Oriental loh!

However Oriental has depth in its assets value beside plantation...it hold many valuable properties in the world, it has a few good manufacturing companies and car distribution especially honda.

In addition oriental hold more than a billion worth of share investment mah!

How can blue chips Oriental is less valuable than TSH where its plantation in indonesia that KLK has doubt & walk away after due diligence leh ?


Posted by calvintaneng > Dec 12, 2021 1:44 PM | Report Abuse

Oriental is 90% into Motor Vehicle production (too little palm oil)

Now got problem of chip shortage

Even Toyota also affected

See https://www.reuters.com/business/autos-transportation/toyota-halt-prod...

Best sell Oriental and buy these three

1) TSH
2) TAANN
3) SOP

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 14:35 | Report Abuse

Oriental's is value trap like Kseng

Tsh is a cyclical turnaround

Try to learn what is a turnaround investment from Sifu Peter Lynch

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 14:42 | Report Abuse

If like that what u say...Then Your Grand call on plantations, but it is not moving up, are they not value traps meh ??

Need to be consistent mah....if u r a value fundamental investors, U should not worry about value trap mah!

Only pump & dump kakis worry about value traps mah!

Anyhow why worry about ORIENTAL leh ??

They give good dividend while u wait mah, just like TAANN mah!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 14:43 | Report Abuse

Investor2021trading

You got study properly ijmplant lands location or not before talking so much?

ijmplant has 65% lands in Indonesia and about 35% lands in Sabah

Better study properly first before commenting ok?

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 14:50 | Report Abuse

Plantation like Mhc plant I bought at 58 sen has moved up over 90 sen and I call for a sell

Ijmplant buy call at Rm1.86 up 72% (Rm3.10 plus 10 sen) and taken over by Klk

Thplant was 40 plus sen now over 60 sen

Taann around Rm2.70 now up

THESE RUN FIRST AND OTHERS WILL FOLLOW ONE BY ONE IN THEIR TIME

I ALSO CALLED FOR A SELL ON GLOVES AND THEY COLLAPSED

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 16:05 | Report Abuse

If everyday....u call buy...surely one day it is up mah!

If everyday....u call sell...surely one day it is down loh!

If everyday...u call 10 buy call on 10 different stock...surely some will be up mah!

If everyday ....u make 10 sell call on different stock...surely some will be down loh!

If u keep quiet of your failure & play up your success...then ;

Very easy to be a genius like that mah!

stockraider

31,556 posts

Posted by stockraider > 2021-12-12 16:45 | Report Abuse

Correctloh...just ignore the TSH land sales profit...which has not even materialize loh, now still pending due diligence findings mah!


Posted by Investorrr > Dec 12, 2021 11:11 AM | Report Abuse

if long term investments, better hope and forecast into TSh 's core earnings only.hope for consistently palm oil price above rm5k per ton for 1st half in 2022.The land sales profit is just a one time profit.

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 17:15 | Report Abuse

Investorrr is smart

Go look up all Smart investorrr comments in Tsh forum

Alwinb

81 posts

Posted by Alwinb > 2021-12-12 20:35 | Report Abuse

How can Oriental be a value trap when it has an expanding plantation and medical businesses apart from their profitable automative, plastic and quality property portfolios which are expected to recover post MCO. The term value trap is used loosely without understanding what it really means.

A company in cyclical business is value trap if caught at the wrong end of the cycle not a company that cobsistently delivers value with increasing dividend

While I agree with the potential spike of plantation stocks, I do find Calvin sometimes contradicts himself to justify the company he favours.

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-12 21:47 | Report Abuse

put it this way

Warren Buffet said if he is out looking for a 7 footer a five feet five won't do.

in other words go for the best potential stocks and don't settle for less

the mediocre is the enemy of the good

and the good is the not enough if you can SEE the best why settle for less

Johnzhang

3,098 posts

Posted by Johnzhang > 2021-12-13 06:38 | Report Abuse

It is very good for TSH if the land disposal in Kalimantan can go thru. It's only at heads of agreement stage , no SPA yet. A lot more details and conditions to work out especially the condition on conversion from HGU (right to use for agriculture) to HGB (right to use for building). I think this will be the biggest hurdle to cross, not a easy hurdle.

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 07:42 |

Post removed.Why?

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 08:18 | Report Abuse

Good profits for shareholders ?

This is why Sabah Govt has roped in Tsh to manage Innoplant

By the good leadership of Tsh Directors on Innoplant BOD (board of directors ) Innoplant is now rewarding high dividend payout to Sabah Govt , shareholders and Tsh as well as it owns 21.94% of Innoplant shares

This is another good example of how Tsh management create and increase value for all shareholders of Tsh

tollebunsmith

4,277 posts

Posted by tollebunsmith > 2021-12-13 09:15 | Report Abuse

calvintaneng : Heloo friend/// heheheh i see u are lying in this counter today!!! Good .. it make u feel alive? Ok ok... shhhhsh I wont tell anyone what a snake u are...

Sorry people, calvintaneng is a very good investor and can read the market like Warren Buffet...

LOL even WArren ask calvintaneng for advise and often buy calvintaneng breakfast by paying RM1 million per session.....

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 09:38 | Report Abuse

Tolle

What lies?

Don't generalise

Just point out the facts

More than one thousand people are viewing this post

If you cannot bring out the facts then you are the liar before all here

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 10:06 | Report Abuse

This is precisely another red flag mah!

The sabah Govt may have regretted on 2nd thought loh!

Raider already highlighted...that Inno...had a material litigation with its land owner partner mah!
'
In the respect of land rental mah!

From what i read Inno or Tsh management try a pull a fast one on its govt allies...resulting in litigation mah!

Does not look good on corporate governance loh!

1. Major litigation under INNO!

2. KLK walk away from TSH after due diligence on plantation land purchase loh! Everyone knows KLK people are very honest business man...they will not do that...unless they are major issue on land....they discover during due diligence mah!

3. The current purchaser...are local people....they maybe even more familiar with indon land deals...it will be a big hurdle to pull thru for TSH....for the sales to be completed mah?


Posted by calvintaneng > Dec 13, 2021 8:18 AM | Report Abuse

Good profits for shareholders ?

This is why Sabah Govt has roped in Tsh to manage Innoplant

By the good leadership of Tsh Directors on Innoplant BOD (board of directors ) Innoplant is now rewarding high dividend payout to Sabah Govt , shareholders and Tsh as well as it owns 21.94% of Innoplant shares

This is another good example of how Tsh management create and increase value for all shareholders of Tsh

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 10:06 | Report Abuse

They are plenty of other attractive plantation around mah!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 10:07 | Report Abuse

No worry at all As Inno is transparent and gave out excellent dividends

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 10:09 | Report Abuse

Tsh selling lands in Indonesia is also same as Ijmplant selling it's oil palm lands in indonesia to Klk

Both same

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 10:11 | Report Abuse

Tsh is most identical to Ijmplant

In boom years both Ijmplant and Tsh share prices reached Rm4.00

Since Klk took ijmplant private from Rm1.86 to Rm3.20 Tsh if taken private should be worth at least Rm2.00

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 10:11 | Report Abuse

Correct loh...Good dividend of INNO may not be sustainable...bcos of Inno....is over reporting profit & under paying its....business allies mah!

TSH knows they need to pay high dividend on Inno...bcos their days are numbered bcos of the litigations & high chance their concession will be terminated loh!

Better sapu...whatever money in the kitty 1st loh!

Do not look into a make believe mirage mah!

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 10:14 | Report Abuse

No way TSH is upto the Standard of IJMPlant bcos of corporate governance issue at TSH mah!

This confirm by KLK walking away from TSH land deals and buying into Ijmplant after due diligence mah!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 10:14 | Report Abuse

Whatever it is dividends cannot lie

Better they pay good dividends then so many companies siphon out cash by corruption of directors

So dividend is a good sign business is good

Only healthy plants bear good fruit

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 10:24 | Report Abuse

Correctloh...the days for Inno is numbered....thus should take back whatever cash they can reap loh!

It just like...u invest into a junk bond......u trying to get back your capital plus interest as soon as possible mah!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 11:27 | Report Abuse

so good

tsh received lots of dividends from innoplant like never before

Posted by wallstreetrookie > 2021-12-13 11:28 | Report Abuse

So what is your price target for TSH Resources? Already established some position and would further add if there is any more development to the existing business.

Posted by wallstreetrookie > 2021-12-13 11:28 | Report Abuse

Holding for at least 1 quarter

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 11:29 | Report Abuse

So Good meh ??

If u buy Inno for Rm 1360 & u will collect inno dividend of 5 to 8 sen a year for the next 13 yrs b4 it go bungkus due to concession expiry mah!

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 12:04 | Report Abuse

Wall street

Target price of Tsh is about 15% less than ijmplant if taken private

Klk took ijmplant private at Rm3.10 so if some entity wants to take Tsh private they should offer Rm2.00 to Rm2.50 to be fair

In bull run years both Ijmplant and Tsh resources crossed Rm4.00

But Tsh got gave free bonus issue before so if tsh goes into full cycle bull run peak again it should reach Rm3.50 no problem

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 12:58 | Report Abuse

How to take private when it has more than Rm 1 billion borrowings & dubious land rights & title loh!

Posted by calvintaneng > Dec 13, 2021 12:04 PM | Report Abuse

Wall street

Target price of Tsh is about 15% less than ijmplant if taken private

Klk took ijmplant private at Rm3.10 so if some entity wants to take Tsh private they should offer Rm2.00 to Rm2.50 to be fair

In bull run years both Ijmplant and Tsh resources crossed Rm4.00

But Tsh got gave free bonus issue before so if tsh goes into full cycle bull run peak again it should reach Rm3.50 no problem

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 13:07 | Report Abuse

Sure can
Ijmplant also got debt
Assets now superior prices up70% in Sabah & up 140% in North Kalimantan

INSIDER BOSS KNOWS BEST

See how he bought & bought Tsh from open market

See

KELVIN TAN AIK PEN 13-Oct-2021 Acquired 400,000 - View Detail
KELVIN TAN AIK PEN 12-Oct-2021 Acquired 400,000 - View Detail
KELVIN TAN AIK PEN 11-Oct-2021 Acquired 400,000 - View Detail
KELVIN TAN AIK PEN 08-Oct-2021 Acquired 400,000 - View Detail
KELVIN TAN AIK PEN 07-Oct-2021 Acquired 500,000 - View Detail
KELVIN TAN AIK PEN 06-Oct-2021 Acquired 500,000 - View Detail
KELVIN TAN AIK PEN 05-Oct-2021 Acquired 500,000 - View Detail
KELVIN TAN AIK PEN 04-Oct-2021 Acquired 200,000 - View Detail
KELVIN TAN AIK PEN 01-Oct-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 30-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 29-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 28-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 27-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 24-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 23-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 22-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 21-Sep-2021 Acquired 250,000 - View Detail
KELVIN TAN AIK PEN 20-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 17-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 15-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 14-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 13-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 10-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 09-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 08-Sep-2021 Acquired 300,000

stockraider

31,556 posts

Posted by stockraider > 2021-12-13 13:09 | Report Abuse

IJMPLANT completely certified fine by KLK but TSH had failed in the due diligence mah!

Posted by calvintaneng > Dec 13, 2021 1:07 PM | Report Abuse

Sure can
Ijmplant also got debt
Assets now superior prices up70% in Sabah & up 140% in North Kalimantan

INSIDER BOSS KNOWS BEST

See how he bought & bought Tsh from open market

calvintaneng

56,631 posts

Posted by calvintaneng > 2021-12-13 13:09 | Report Abuse

Warren Buffet likes Company Bosses buying their Company shares with their own personal hard earned monies

See

KELVIN TAN AIK PEN 07-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 06-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 03-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 02-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 01-Sep-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 30-Aug-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 27-Aug-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 26-Aug-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 25-Aug-2021 Acquired 300,000 - View Detail
KELVIN TAN AIK PEN 23-Jul-2021 Acquired 1,000,000 - View Detail
KELVIN TAN AIK PEN 22-Jul-2021 Acquired 1,000,000 - View Detail
KELVIN TAN AIK PEN 21-Jul-2021 Acquired 800,000 - View Detail
KELVIN TAN AIK PEN 19-Jul-2021 Acquired 800,000 - View Detail
KELVIN TAN AIK PEN 16-Jul-2021 Acquired 1,000,000 - View Detail
KELVIN TAN AIK PEN 15-Jul-2021 Acquired 600,000 - View Detail
KELVIN TAN AIK PEN 14-Jul-2021 Acquired 500,000 - View Detail
TAN AIK PEN 13-Jul-2021 Acquired 500,000 - View Detail
TAN AIK PEN 12-Jul-2021 Acquired 500,000 - View Detail
TAN AIK PEN 09-Jul-2021 Acquired 300,000 - View Detail
TAN AIK PEN 08-Jul-2021 Acquired 1,000,000 - View Detail
TAN AIK PEN 07-Jul-2021 Acquired 1,000,000 - View Detail
TAN AIK PEN 02-Jun-2021 Acquired 700,000 - View Detail
TAN AIK PEN 01-Jun-2021 Acquired 700,000 - View Detail
TAN AIK PEN 31-May-2021 Acquired 400,000 - View Detail
TAN AIK PEN 28-May-2021 Acquired 500,000

calvintaneng

56,631 posts

Posted by calvintaneng > 2022-01-07 12:11 | Report Abuse

excellent excellent indeed

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