you see there monthly production is around 16OOOmt x 4000 x 20% profit margin = 12.8mil / 479million share = 0.026sen per month and yearly will be around net 32sen per share.
From Permafrost to Precipitation, Calvin Tan Research (At what stage is Glove, Steel/Aluminium & Palm Oil Stocks currently?
The Eight Stages of A Hot Air Balloon Stock
NOTE: THIS ALSO APPLY TO CYCLICALS LIKE GLOVES, STEEL/ALUMINIUM & PALM OIL
Stage No. 1. PermaFrost
Snow that is frozen for 2 or more years are called permafrost
perma - as in perma-nent
frost - be freezed over
This is the stage of a really dead stock that no research house will bother. Not a single soul is interested. The exception must be the only one in ten thousand who dare to buy any.
Stage No. 2. Thawing
Frozen Solid Ice starts to thaw or soften a little
A very slight passing glance by some value investors or deep value hunters. Only the very brave who SEE VALUE Will dare to buy some.
Stage No. 3 ICE Now Turning to Cold Water.
Some brave souls dare to venture in. Of course it's cold. Every where people pour scorn and cold water on the stock. Very few pay any attention. Remarks are usually negative. From Remisiers, fund managers, one and all. Same conclusion - the stock is not in their investment radar. So most reject it..
Stage 4. Cold Water no longer cold. It is now at room temperature.
Ha! there is a little attention paid by value investor. For the rest it is neither cold nor hot. So lukewarm response. No longer negative like before. But not positive either. A few hopeful investor starts to accumulate.
Stage 5 Water starts to boil
Ha! the heat or fire cause the water to stir a little now. There is warm and movement.
Company reports a good quarter. Or some great contract awarded - real or assumed. Some by merger news. Some favourable factors due to ringgit crash and strong US Dollar translating into higher profits. Or cheap oil benefiting rubber glove, logistic stock like transport or airline. There is now a stir in the stock.
Newspapers, analysts, experts, punters and all are paying attention now. More people talk about it in internet forum and even the media reports it.
Buyers are coming in and there is a great stir at last. Things are now coming alive. Prices moving upward. Many are making monies.
Stage 6. Boiling Water Turning Very Hot in the kettle. The water now churning in violent waves in the pot or kettle with steaming hot movements.
At long last the stock is very hot. Post after post by i3 forum member. All are universally drawn and sucked in. Like insects flying into bornfire at night there is a red hot wild attraction. As more people telling how they made killings in the stock market even more and more people are drawn into the red hot hot stock.
Those who made money early are now piling more and more monies into the red hot stock. Some even go into margin account to buy more.
Prices leap up to the cheers of all and sundry. Everyone is so happy. Happy in a sure winner. Emotion is now flying high. Any opposing view is slammed down in a frenzy. Reason is now overtaken by exuberance.
Stage No. 7. Hot Steam Rises Up The Sky As Hot Air To Form Cloud
All are now in cloud nine. Naysayers are condemned and proven wrong. The sky is the limit for the price. Can now fly to the moon or mars. More monies piled in. More suckers drawn in by greed.
This is the happiest time for all. But throwing all caution to the wind this is also now the most dangerous time to hold or buy more.
In Bursa every day the hot stock is traded in top 10 volumes
In internet forum this is the stock conversation revolves around day and night. Media reports it and tell why it should go even higher. Experts suddenly appear to tell you this time is different. The sky is the limit. Or the sky is not limit. It should fly to outer space.
why so takut MCO, Government still allows working in office (30%) whilst plantation sector may not be affected (exact awaits today's joint announcements). people encourage to stays at home (shopping), nothing to do with plantation.
no need research. just buy good fundamental palm oil stock that still can make profit in all last 4 quarters and wait kyy writes 'xxx is undervalue' series.
after Hari Raya, next week will fly. let the stock gain upward momentum first (uptrend formed) and IB and analyst will come in later. will be super hot after testified by the quarters' good financial results.
TSH is indirectly disclose the profit of its associate, Inno Plantation. With the sharing of the profit from the associate 1.883m, Inno Profit can be worked backwards... roughly about 8.5m in 1st Qtr 21. Hardly see any company announce QR before announcement make by their subsidiary or associate.
That is what i said CPO will have great impact on the financial results, see KLK, TSH, Batu kawan... all the naysayers, IB purposely discounted this...
It is quite straight forward to work out the profit of INNO based on the disclosure of TSH since INNO is the only associate ( stakes: 21.79% ) to TSH. It won't run way much.
Calvin Tan is Pump and Dump mastermind. Wrote so many article on how palm oil company will make crazy profit... today a few palm oil company qr out liao, how? got super profit or not? lao sai got lah... Calvin Tan dont even understand the palm oil industry, probably never even eat palm oil but only buy olive oil.
The latest QTR result is not that great in term of the profit Vs the last qtr. The only good news is the dividend. The average selling price is increase by 35% for cpo. The production is still decline Vs the last qtr. Assume the cpo price maintain at RM 3,600 than for the next four QTR the net profit will be at RM 36million. (9mil X 4qtrs).
Profit After Tax 9,007 million up by 35% vs previous qtr whereas the Oil Extraction Rate % is down by 10% vs previous qtr. Average CPO Price Per MT (RM) 3,672 (34%) vs previous qtr Average PK Price Per MT (RM) 2,433 (49%) vs previous qtr
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....
shareinvestor88
3,404 posts
Posted by shareinvestor88 > 2021-05-07 07:43 | Report Abuse
why