Posted by calvintaneng > 2021-12-11 22:17 |

Post removed.Why?

Posted by calvintaneng > 2021-12-11 22:36 | Report Abuse

The 3 Champions of Value for Palmoil

1. Tsh Resources
2. Sop
3. Taann

Posted by calvintaneng > 2021-12-12 09:53 | Report Abuse

https://www.youtube.com/watch?v=F85nXuUXs8Y

Posted by stockraider > 2021-12-12 11:50 | Report Abuse

But 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 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.


Posted by stockraider > Dec 12, 2021 11:19 AM | Report Abuse X

If the deal failed for 2nd time, it means big red flag loh!

If one due diligence koyak & another also koyak ?

Then something like Serba loh...KPMG see something wrong & then EY see also something wrong loh!

Very suspicious Company loh!


Posted by Investorrr > Dec 12, 2021 10:55 AM | Report Abuse

even If those land sales failed to materialise .TSh share now is under value ,could stil hold above rm1.10.

Posted by calvintaneng > 2021-12-12 11:57 | Report Abuse

Tsh realised those Kutai lands far too valuable to sell to Klk as Kutai lands are gold mines
So Tsh managed to call off the deal

Because of that Klk quickly grabbed and took ijmplant private from Rm1. 86 to Rm3. 10

Tsh lands are identical to ijmplant lands located nearby in Sabah, East Kalimantan and Sumatra

So the lands as just as valuable as those owned by ijmplant

Near to tsh lands are the operations of Klk and Wilmar

Don't talk down to buy Tsh on the cheap
Just don't miss Tsh if you missed ijmplant at Rm1. 86

Get some before too late

Posted by stockraider > 2021-12-12 12:00 | Report Abuse

It is klk terminate lah!

Not tsh terminate mah!

Must be some evidence found in the due diligence loh!

Bcos cannot simply terminate mah!


Posted by calvintaneng > Dec 12, 2021 11:57 AM | Report Abuse

Tsh realised those Kutai lands far too valuable to sell to Klk as Kutai lands are gold mines
So Tsh managed to call off the deal

Because of that Klk quickly grabbed and took ijmplant private from Rm1. 86 to Rm3. 10

Tsh lands are identical to ijmplant lands located nearby in Sabah, East Kalimantan and Sumatra

So the lands as just as valuable as those owned by ijmplant

Near to tsh lands are the operations of Klk and Wilmar

Don't talk down to buy Tsh on the cheap
Just don't miss Tsh if you missed ijmplant at Rm1. 86

Get some before too late

Posted by calvintaneng > 2021-12-12 12:09 |

Post removed.Why?

Posted by stockraider > 2021-12-12 12:17 | Report Abuse

U understand S&P conditional contract or not ?

U think mickey mouse countract can simply terminate & walk away when price up ah ??

U R Agent in real estate...u should know cannot simply terminate mah!

Unless found special issue mah!

Lu tau boh ?


Posted by calvintaneng > Dec 12, 2021 12:09 PM | Report Abuse

Of course Klk has to terminate because Tsh not willing to go all the way as prices of Cpo skyrocketed

Same with Thplant aborted land disposal in Sabah as prices were judged to low

Nobody wants to sell palm oil lands at discount for now

So those lands sold by Tsh in north kalimantan commands a huge profit of 140% making almost Rm400 millions in profit

Wait for Kutai lands final sale price yet to come
They will be mind blowing

Posted by calvintaneng > 2021-12-12 12:27 | 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

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

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

Post removed.Why?

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

Post removed.Why?

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

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!!

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

Post removed.Why?

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!

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

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

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

okok you so clever

clap
clap
clap!

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

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!

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

Post removed.Why?

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

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

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

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!

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?

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

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!

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.

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

Investorrr is smart

Go look up all Smart investorrr comments in Tsh forum

Posted by calvintaneng > 2021-12-12 18:26 | Report Abuse

https://klse.i3investor.com/blogs/savemalaysia/2021-12-12-story-h1595566429-Malaysian_cocoa_industry_has_good_potential_to_penetrate_international_.jsp

This news is good for Tsh Resources as it has cocoa factory in Selangor

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.

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

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.

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

Post removed.Why?

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

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.....

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

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

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

They are plenty of other attractive plantation around mah!

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

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

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

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

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!

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!

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

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!

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

so good

tsh received lots of dividends from innoplant like never before