Posted by calvintaneng > 2021-08-17 12:19 | Report Abuse

AUGUST 21 FCPO AT RM4700 PER TON FORETELLS ALL PALM OIL COMPANIES GOING INTO VERY STRONG EARNINGS TREND, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-17-story-h1569797055-AUGUST_21_FCPO_AT_RM4700_PER_TON_FORETELLS_ALL_PALM_OIL_COMPANIES_GOING.jsp

Posted by calvintaneng > 2021-08-18 09:24 | Report Abuse

HAPPY MORNING ALL AT THPLANT

YOU ARE AT THE RIGHT PLACE AT THE RIGHT TIME

THPLANT HAS VERY LARGE ACRES OF PALM OIL

BOOK VALUE AS LOW AS RM5,000 PER ACRE

PRICE IS ALSO DIRT CHEAP NEAR 52 SEN NOW

THIS ONE CANNOT LET GO CHEAP AS IT HAS GREAT POTENTIAL AMONG MANY

A REAL HIDDEN GEM IS THPLANT

Posted by CCWONG > 2021-08-18 09:33 | Report Abuse

What can be cheaper than Thplant's lands' values?

Posted by vincent555 > 2021-08-19 10:04 | Report Abuse

thplant 非常非常聪明地获得这么多土地

在丁加奴、彭亨、柔佛、砂拉越、沙巴和加里曼丹拥有超过 240,000 英亩的棕榈油土地

Thplant 是如何获得如此多的棕榈油土地的？

回答：

它是由并购完成的

thplant 以每股 Rm2.45 的价格出售 Thplant 的股份，以与新买家交换这些棕榈油土地

他们以 Rm5000 至 Rm10,000 的价格将土地出售给 thplant，以换取 Thplant 以每片 Rm2.45 的价格发行股票

现在这些家伙仍然以 Rm2.45 的价格持有 thplant 并且 thplant 持有他们的棕榈油土地仍然价值 Rm5000 到 Rm10000 每英亩（非常便宜）

我们现在只花 52 仙在公开市场上购买 Thplant 股票（非常便宜）

thplant 持有 2 种棕榈油土地

1. 每英亩RM5000。 没有所有权但有 60 年特许权的土地

2. 每英亩 Rm10,000 地契土地

现在在公开市场上都涨到了 Rm15000 到 Rm25000

这就是为什么 Thplant 土地资产具有很高的价值

占地 240,000 英亩的 thplant 比许多其他第二和第三类棕榈油股份还要大

Posted by calvintaneng > 2021-08-26 00:14 | Report Abuse

D&O GREEN (TECH) VERSUS THPLANT (PALM OIL: Compare & Contrast their Share Prices, Earnings & P/E, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-25-story-h1570570751-D_O_GREEN_TECH_VERSUS_THPLANT_PALM_OIL_Compare_Contrast_their_Share_Pri.jsp

Posted by calvintaneng > 2021-08-26 09:43 | Report Abuse

Yes these are the salient factors for Thplant

1. Thplant was a midcap fallen down to penny level due to gross mispricing

The good times returning was erase the the dirt and dust of yesteryear and regain it's luster

2. Thplant though at penny stock prices own colossal amount of upstream plantation lands over 240,000 acres ---towering above so many others and even more than ijmplant at slightly less than 200,000 acres

3. Thplant palm oil estates are located in Trengganu, Pahang, Johor, Sarawak, Sabah and Kalimantan

Two types of lands at book value

Land with titles book value about Rm10,000 per acre

Land without titles but with Rights of use at Rm4k to Rm5k per acre

If revalued to current market price they should range from Rm15,000 to Rm40,000 per acre depending on the location

Posted by calvintaneng > 2021-08-26 09:50 | Report Abuse

How did Thplant acquire so much palm oil lands over the years ?

Answer:

By borrowing to buy.
By issueing sukuk loans to buy
By way of M&A

By m&a is the most interesting

During peak years of high dividend time Thplant rose to near Rm2.50

And many pieces of palm oil lands were acquired without need of cash. How?

Thplant issued shares at Rm2.45 value in exchange for many plots of palm oil lands

These smaller palm oil companies wanted the easy way by giving them to Thplant in exchange for Thplant shares valued at Rm2.45

Today Thplant is now trading around 54 sen
And their cost of holding at Rm2.45

To buy now is a real discount from Rm2.45

While their shares depreciated (will rebound in due time so take heart): the palm oil lands are increasing in value due to inflation

Posted by calvintaneng > 2021-08-26 09:54 | Report Abuse

In Sarawak the Govt has banned further conversion of timber lands to palm oil. So palm oil lands cannot be increased any further in Sarawak anymore. As such those who got palm oil lands are sitting on scarce commodities

The only way any new palm oil players can do is to buy from existing owners. So expect prices to increase more and more in future years

Posted by calvintaneng > 2021-08-26 09:58 | Report Abuse

Thplant land size is over 240,000 acres more than the total land size of Singapore at 180,000 acres.

In Singapore the whole country has a plan to capture every drop of rain water.. so Spore water catchment area is 180,000 acres

As for Thplant it's palm oil producing area can enlarge to 240,000 acres longer term

And with cost of Cpo production only Rm1,465 per ton and current market price over Rm4,500 per ton the gross profit is over 200%

Posted by calvintaneng > 2021-08-26 10:03 | Report Abuse

So these are great good factors

1.thplant share price at penny stock level is mispriced

2. At 240,000 acres Thplant land banks are even bigger than ijmplant and others

3. Being upstream Thplant will benefit most from high cpo prices

4. Thplant got it's undervalue lands by way of exchange with smaller oil palm owners by issueing new shares priced at Rm2.45 a share

5. Land book value still very low from Rm4k to Rm10k an acre. If revalued they should be up 2x, 3x or 5x

Posted by calvintaneng > 2021-08-26 10:04 | Report Abuse

Yet to come

Bplant has started it's good dividend trend

After sorting out it's gearing by some assets disposal Thplant might return back to it's glory years of high dividends pay out

Posted by Johnzhang > 2021-08-26 21:38 | Report Abuse

It make 4.7 sen for half year 2021. Full year EPS may reach 10 sen.
At today’s price of 54 sen, it is definitely undervalued.

Posted by calvintaneng > 2021-08-31 21:24 | Report Abuse

OIL PALM STOCKS IN Bull Run Time: Those Prepared with Biggest Capacity Will Always Excel More Than Others, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-31-story-h1570662146-OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_Biggest_Capacity_W.jsp

ThPlant with Over 240,000 Acres of Plantation Estates at Malaysia Fifty Three is among the most undervalue now

Posted by Roy 8 > 2021-08-31 22:46 | Report Abuse

This stock is "cheap" for a reason. Long term borrowings are more than RM 1.1 billion and total current liabilities is almost RM 0.5 billion.

Posted by calvintaneng > 2021-09-01 00:41 | Report Abuse

Don't forget that it's net assets tower above it's borrowings

It's price of 53 sen is below it's Nav of 70 sen

It's palm oil estates which have not yet been revalued are as low as Rm4,000 an acre

Should all the 240,000 acres of palm oil lands be revalued Nav would rise above Rm1.00 easily

Thplant can do two things to pare down it's borrowings

1. 6 parcels of lands are for sale in Sarawak

2. Should palm oil Cpo prices maintain above Rm3000 per ton then the immense earnings of cash can also pay off all debts

3. Thplant is on track to see better times and resume dividend glory days again

Posted by x_abe81 > 2021-09-01 09:24 | Report Abuse

Why the sudden knee-jerk on this counter this morning? good news?

Posted by calvintaneng > 2021-09-01 09:35 | Report Abuse

Read Focus magazine today write-up on Bplant

It says Bplant high profit years came from palm oil land disposal

Thplant at 240,000 Acres plantation lands is even bigger than Uplant, Kmloong, Hs Plant, SWKPlant, Innoprise plant, bplant and so many many others

If Thplant sells it's lands at current market value it could easily rise above Rm2.00

Posted by Johnzhang > 2021-09-01 09:52 | Report Abuse

Investors begin to realize it is very cheap vis-a-vis its earning and intrinsic value ?

Posted by peterlengzai > 2021-09-01 15:28 | Report Abuse

https://www.bloomberg.com/news/articles/2021-09-01/malaysia-pilgrim-fund-said-to-weigh-taking-palm-oil-firm-private

THPlant is going private! RM2.50 on the way?

Posted by wallstreetrookie > 2021-09-01 15:56 | Report Abuse

Lol no.

Posted by wallstreetrookie > 2021-09-01 15:56 | Report Abuse

This is a garbage deal for THPlant shareholders. They will reject the deal

Posted by x_abe81 > 2021-09-01 16:11 | Report Abuse

viagra effect gone already ka... that's very short one. lol

Posted by Johnzhang > 2021-09-01 17:00 | Report Abuse

@wallstreetrookie, at what takeover price you think is palatable to minority shareholders?

Wallstreetrookie::This is a garbage deal for THPlant shareholders. They will reject the deal

Posted by stockraider > 2021-09-01 17:01 | Report Abuse

Don be silly lah....Tabung haji where got money to takeover thplant leh ?

Posted by x_abe81 > 2021-09-01 17:12 | Report Abuse

TH do have money, but it would be wiser to expand the business further and generates more income for their depositors. They should make use of the current CPO price to gain as much profit possible from their plantation arm, if they can improve on their efficiency, cost and production.

Posted by Awang87 > 2021-09-01 17:14 | Report Abuse

Memang betul, Tabung Haji takde wang, semua makan rasuah saje, nama Tabung Haram baru ngam, google Tabung Haji SPRM saja, semua keluar, bacalah sendiri, banyak: https://www.hmetro.com.my/mutakhir/2020/08/611475/bekas-pengurus-kanan-tabung-haji-didakwa-rasuah

Posted by calvintaneng > 2021-09-01 17:45 | Report Abuse

No surprise at all Tabung Haji knows the IMMENSE UNDERVALUATION OF THPLANT OVER 240,000 ACRES OF PLANTATION LANDS

Over 3,000 ACRES ARE Precious Teak Wood Plantations

Book Value From only Rm4,000 to Rm10,000 per acre

If we give average value of Rm50,000 per acre

That will be 240,000 x 50,000

= Rm12,000,000,000 (About Rm12 Billions worth)

= Rm13.59 per share huhuhu!

Some of Thplant lands are located near Ecrl Rail

In Bentong parcels of Development lands were sold for Rm1 Millions per acre

So Rm50,000 per acre average for all is reasonable

See

Tabung Haji weighing privatisation of TH Plantations — sources
Author: savemalaysia | Publish date: Wed, 1 Sep 2021, 4:39 PM

https://klse.i3investor.com/blogs/savemalaysia/2021-09-01-story-h1570688773-Tabung_Haji_weighing_privatisation_of_TH_Plantations_sources.jsp

Posted by loyalok > 2021-09-01 18:18 | Report Abuse

If tabung Haji intend to buy back ,how much they will offer to buy back ? Currently the NTA is 0.70 Sen

Posted by calvintaneng > 2021-09-01 18:38 | Report Abuse

Thplant should give at least Rm2.50 (most dealings of M&A done at Rm2.50 by Shareholders who exchanged their Palm oil lands for Thplant shares years back at Rm2.45 a share

Thplant is now bearing fruit like durian growing

See

https://www.youtube.com/watch?v=0_ySoCpqyGs

Posted by calvintaneng > 2021-09-01 19:19 | Report Abuse

In today's news

Paramount is paying Rm103v MIIIONS FOR ABOUT 32 ACRES OF LAND IN SEPANG

Rm3 MILLION for Each Acre of Land in Sepang

See
https://www.thestar.com.my/business/business-news/2021/09/01/paramount-buys-land-in-sepang-for-rm103mil

Paramount buys land in Sepang for RM103mil

Paramount buys land in Sepang for RM103mil

All the 240,000 Acres of THPLANT Are Spread Out in Trengganu, Pahang, Johor, Sarawak, Sabah & Kalimantan - Book Value only Rm4K to Rm10K per acre

Posted by CCWONG > 2021-09-01 20:51 | Report Abuse

If you look at farming lands throughout the world, they have increased in values and to buy one, you can only get if the best price is offered.

Agric. commodity prices have increased a lot which means not many sellers of agric. lands.

Coming to Thplant's lands, they are extremely valuable.

Again, a weakened MYR against most basket of currencies (USD, S$, A$, etc), our lands are too cheap and Thplants' lands will be in high demand by prospective buyers (with planted oil palms).

Let's see what is coming from Thplant.

I have been investing in Thplant share faithfully, and I will have the last laugh.

Posted by Johnzhang > 2021-09-01 21:44 | Report Abuse

THplant's over $1 bil of borrowing are in the subsidiary's book . At company's level , there is zero borrowing. I think TH (the fund) or Thplant (the company) have the financial capability to undertake privatisation. It's really a matter of at what price .

Posted by calvintaneng > 2021-09-02 00:27 | Report Abuse

NEWS OF TABUNG HAJI TAKING PRIVATE THPLANT: ANOTHER PRO-ACTIVE PALM OIL COMPANY MANAGEMENT SEES GREAT POTENTIAL IN PALM OIL, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-02-story-h1570690695-NEWS_OF_TABUNG_HAJI_TAKING_PRIVATE_THPLANT_ANOTHER_PRO_ACTIVE_PALM_OIL_.jsp

Posted by Johnzhang > 2021-09-02 12:24 | Report Abuse

Lembaga TH already owns 74% of Thplant. I think most minorities are prepared to accept offer at $1.00 to $1.20.

Posted by Solomon7 > 2021-09-02 19:22 | Report Abuse

From the perspective of TH, it would make sense to assume 100% control to reap the full benefit of CPO price uptrend and relist later at higher IPO price.

Three four year ago, the IPO price is RM1. 25.

A matter of time it will go up with few tickets in market. Two cent here.

Posted by Johnzhang > 2021-09-03 13:48 | Report Abuse

Malaysia has put a cap on land for oil palm to 6 mil ha (5,87 mil ha used as at 2020). Indonesia has implemented a 3 years moratorium on new planting. There is great pressure on the Indonesian government to extend the moratorium indefinitely due to environmental reason .
Consequently, AVERAGE CPO price will stay much high in the future amid stagnant /lower supply and in face of global warming threatening production (of other oil crops too). Oil palm plantantion will fetch a lot more due to scarcity of land.
Existing plantantion companies which generates huge amount of free cashflow can only expand thru brownfield acquisition.
M&A activity and privatisation will heat up in this sector .

Posted by Johnzhang > 2021-09-07 16:37 | Report Abuse

Maybank recommend sell and give TP 44 sen!
I am most happy to buy at this price if there is seller.

Posted by calvintaneng > 2021-09-07 16:43 | Report Abuse

Should sell Maybank instead due to

1) Its danger from over 70% SMEs closing shops

2) Low int environment of 1.75% Maybank cannot make much profit like before

3) Loan moratorium over More Houses will be out for lelong & Maybank will suffer losses & NPL will increase then dividend will be cut

4) This Covid 19 impact yet to be fully played out

Last time during Asian Financial Crisis Maybank crashed to Rm2.50

How low will Maybank crash to yet to be seen

SO SELL MAYBANK NOW! NOW!! NOW!!!

Posted by henry888 > 2021-09-07 18:24 | Report Abuse

40 cents ? Recently Tabung Haji had approached Bank for proposals to privatize. Could the approach Bank be Maybank ? TP 40 cents with the intention pressing down the share price for Tabung Haji to privatize?

Posted by Johnzhang > 2021-09-07 20:12 | Report Abuse

I never trust the IB. Many of them are either don't know their job or with ulterior motive or with vested interest.

Posted by henry888 > 2021-09-08 08:05 | Report Abuse

Previously under Ijmplant before takeover, i knew there were some analysts/IB talks bad about the company and the then Ijmplant share price was around RM2.00. So, now the takeover price is RM3.10. In my opinions, generally, IB are not interested in the plantation sectors and so is their investments portfolio. The focus that IB make on the CPO price of above RM3,000-3,500 for the remaining year are likely to be wrong.
around RM2.00 vs RM3.10....

Posted by Bgt 9963 > 2021-09-08 08:07 | Report Abuse

Potential to take private....

Posted by loyalok > 2021-09-08 08:43 | Report Abuse

https://ceomorningbrief.theedgemalaysia.com/2021/0245/

Posted by loyalok > 2021-09-08 08:50 | Report Abuse

oil price expected sustain at 4000/tonne for 3q

Posted by Johnzhang > 2021-09-08 21:23 | Report Abuse

CPO Sept surged above $4,700. Good future prices into 2022!

Posted by CHLEONG888 > 2021-09-09 14:00 | Report Abuse

Calvin, this guy, aiyoo do not listen to him, asking people selling MBB ,already created havoc in NETX forum.

Posted by calvintaneng > 2021-09-09 14:06 | Report Abuse

Sell Banks & buy palm oil is correct

Warren Buffet sold banks & airlines at outbreak of coronavirus last year

Posted by VenFx > 2021-09-10 13:23 | Report Abuse

Waiting for more sharing from Calvin sifu

Posted by thesteward > 2021-09-10 15:53 | Report Abuse

If break 58 could spike

Posted by calvintaneng > 2021-09-10 16:34 | Report Abuse

For Thplant wait for tabung haji next move or these

1. Tabung haji might follow Klk takeover ijmplant or Felda taking Fgv private

2. If not Thplant will dispose 6 palm oil estates in Sarawak and looking to sell to pare down gearing like Tsh

3. Now that Cpo prices are at multi year high the profits alone will be very excellent

So look forward to more positive factors