Posted by stockraider > Apr 17, 2021 10:15 AM | Report Abuse X
Alot of people do not understand this loh!.
Commodities are cyclical stocks mah....!!
U need to buy them when the share price is low, usually when profit is low or even loss making b4 they make big profit up turn with the coming announcement mah!.
U only sell....when everything is hunky dowry when every thing is bright after very major share price advancement loh!
Jump in b4 too late b4 the next up turn loh!
Today palmoii & timber price move further up mah!
Eventually it will move to the share loh!
Posted by stockraider > Apr 15, 2021 2:14 PM | Report Abuse X
Thats correctloh! This is precisely what raider is emphasizing all this while mah!
Commodity share like wtk & jtiasa are like spring, when u press down alot & when release it will....jump up or spring up...... will be very sharp & strong loh!
For commodities companies (whether minerals or agricultural/woods), once the market prices of these commodities keep going up for sustainable periods, and with same costs of productions, profitability will shoot up. With this, their share prices will increase.
If you look at Metals X Ltd (Australian listed co., strong in copper mining), when copper price was very low early last year, the share price went down to A$0.12 and now, AS0.24. You see, 100% increase.
1. Countries with competing vegetable oils oppose palm oil
2. Foreign media like curls are not suitable for palm oil
3. The local dirty ib bankers do not approve of the use of palm oil for some reason, because they have issued too many palm oil subscription warrants
4. Local media like edgedaily do not approve of the use of palm oil. Always emphasize negative factors more than positive factors
5. Star Paper has nothing to report on the personal performance of palm oil stocks
Star paper should be called snake skin paper
6. The government hopes that Felda will take over the vested interests of Fgv to see that Fgv prices are suppressed, so other palm oil stocks are also prohibited from rising
7. Most masters do not approve of palm oil, but chase gloves, high-tech and other steel/aluminum stocks
8. The group hopes that stocks with less paid-in capital are easy to withdraw and dumped on punters and fools
Moreover, the market instead of investment can quickly buy low-quality low-quality stocks and quickly eliminate low-quality stocks
9. Most people see palm oil motionless
10. Therefore, palm oil companies have made a lot of money, but the stocks are still not moving, and some people are on the verge of giving up disappointment
It is people who are so afraid that we should buy palm oil stocks
Because they are so cheap, they are the best choice for happy real investors.
why?
Because with so much income, all shareholders will enjoy
High dividend Special dividend Free bonus issuance Free warrants
The Rise of Palm oil will be great for Jtiasa upstream plantations as it is an upstream palm oil player
Stage two or section 2 of the rocket
Jtiasa also has its lumber business and now that lumber has roared to new high of Usd1500 All Jtiasa, logs, veneer, plywood and sawn timber will come alive
Stage 3
According to Jtiasa it has forest concession of few hundred thousand acres from SARAWAK Govt
This will mature for harvest by year 2022 after more than 10 years reforestration and these will be ready for harvesting at the turn of next year
If anyone can buy and hold for just one year Jtiasa will be an interesting stock to watch
Cheers and congrats to my two wonderful sifus bro Calvin and Stockraiders.!!! Jz curious why my Keck Seng never moved at all during bad time or good time .
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!
Remember 2 of the most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!
U can emulate them now too mah....!!
Quickly Buy into palmoil plantation now b4 it 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!
投资棕榈油的十大理由:超级市场项目中50%的棕榈油及其他产品,Calvin Tan Research
尊敬的i3论坛投资者/交易者,
今天,我们很高兴与您分享投资种植园股票特别是棕榈油带来的巨大好处.。
这些是特优的因素:-
1)棕榈油在所有超级市场商品中占50%
从面包到饼干;牙膏涂口红;从食用油到冰淇淋;从护发霜到洗发水。棕榈油无处不在
想一想没有棕榈油的超市货架会有多空
因此棕榈油已成为一种生命之源
2)棕榈油是地球上最经济的素食油
比大豆,玉米,花生,葵花籽或橄榄油需要更少的土地来生产更多的油
所有其他人将占用更多的土地和劳动力,并将以更高的价格出售。
所以棕榈油有很长的期限
3)棕榈油用途广泛
它可以用作食物,也可以转化为能源
尤其是现在的Biodisel能源正在像大豆,乙醇,大豆,玉米和糖这样的绿色能源被推广
看到乙醇作为燃料仅需每加仑2.31美元(右边是普通汽油,每加仑2.86美元)
玉米,大豆和糖的需求量很大,因为乙醇棕榈油也将成为生物柴油的需求量
4)Joe Biden正在致力于绿色能源
由于棕榈油生物柴油不含硫,因此它是碳中性的
请查阅 Biden's Recovery Plan Bets Big on Clean Energy - The New ... 2021年3月3日-拜登的恢复计划对清洁能源寄予厚望...与应对气候危机息息相关-代表着民主党人在奥巴马政府执政期间的主要行动,气候变化已成为核心问题。 ...“考虑通过基础设施解决气候变化本身并不是一个....
The two most important things among others that drives the price of a stock is definitely profit margin and prospects. Previously plantation stocks were facing some difficulty despite the CPO price going up is due to the uncertain prospects cased by COVID-19 and shipments obstacles. Based on the forecast mentioned in the earlier note, the second factor seems to be overcomed from the increased in shipments.
Since CPO prices are still going up and shipments are expected to increase in tandem with the high production, there is probably only one direction for the plantation stocks.
Calvin, can you share about Jtiasa timber business? and past few years they have huge write down on that segment, give me a feeling it had been scaling down in production capacity.
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 pjseow > May 8, 2021 6:08 PM | Report Abuse
Calvin and Ahbah , Investment timing is very important and be at least medium and long term horizon . Dont buy at the peak . Gloves stocks had came down 50 to 60 % from the peaks in August last year . I did not promote glove counters then because the earnings were still not proven , PE were high . Glove stock prices peak before its ASP peak . There was a 9 months to a year lead of the share prices over its ASPs . Glove stocks had finally PROVEN to deliver fantastic results in the last 3 qtrs after August 2020 while their prices came down 50 % . THeir PE are less than 5 while they will continue to deliver superb results in the next few years with double and tripling of capacities . The palm oil price cannot keep going up forever since it started picking up 2 years ago in 2019 .Likewise , the oil palm counters will peak soon or already peak now before its palm oil ASP peak which may happen in 3 to 6 months time or even earlier . When palm oils ASP came down finally , do the plantation counters have doubling of capacities to compensate for the drop in ASPs ?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Woodswater
3,778 posts
Posted by Woodswater > 2021-04-26 09:06 | Report Abuse
https://www.thestar.com.my/news/nation/2021/04/26/new-oil-palm-breed-new-opportunity-for-smallholders