Posted by Investformilkmoney > 2022-08-28 18:39 | Report Abuse

Also, he made up stories about Calvin's losses too.

Posted by SEE_Research > 2022-08-28 19:06 |

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Posted by SEE_Research > 2022-08-28 19:07 |

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Posted by SEE_Research > 2022-08-28 19:34 |

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Posted by Mikecyc > 2022-08-28 20:51 |

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Posted by SEE_Research > 2022-08-28 23:00 |

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Posted by Investformilkmoney > 2022-08-29 08:21 | Report Abuse

See_research aka sourgrape_conresearch was promoting TSH earlier this year. Then he also promote KGB warrant in Calvin's eagle group, causing massive losses to the groups member. Causing disputes in the group, sourgrape_conresearch was kicked out of his group. Then he come to TSH online keep saying bad things about Calvin.
In addition, he sold TSH at RM1.78, after he sold and when TSH price going down, he change his positive opinions of TSH into negative opinions. Anyone who is saying positive things in TSH, he will regard them as Calvin's accomplice.

Posted by Mikecyc > 2022-08-29 08:47 |

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Posted by Mikecyc > 2022-08-29 08:48 |

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Posted by SEE_Research > 2022-08-29 09:12 |

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Posted by 股神 GS > 2022-08-29 09:33 | Report Abuse

before Earnings is released, the greatest promoter is very confident promise that the share price will react afterwards, now HOW? Promoter, any more accuse? how come SOP is so good earnings , how come Bplant as he day and night non stop quoting, now HOW? because of what? HE IS HIDING QoQ drop!!!! Why QoQ drop is important to plantation stock?

Posted by 股神 GS > 2022-08-29 09:34 | Report Abuse

Sifu so wahat? any sifu have gone through MCO before?

Posted by 股神 GS > 2022-08-29 09:39 | Report Abuse

15/8/2022 12.56pm

This is What that promoter quote:
"nothing wrong at all as we are given opportunity to average down cost to Rm1.16
now at Rm1.14 is two cents less , Aug results will easily propel prices much much higher
Nov 2022 results will be another Catalyst for price surge"

My replied to him:

Please keep this your post untill end of Aug2022(when 2Q earnings is released) AND NOV 22. Please dont delete it. I will keep you update your above statement. To be fair to you also, we make today FCPO RM 4,300 as reference AND TSH @ RM 1.14-0.01

Posted by SEE_Research > 2022-08-29 10:02 |

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Posted by 股神 GS > 2022-08-29 11:15 | Report Abuse

@PlantBull AND @ Calvin , Regarding SIMEPLANT “ 3.3 million actress” . Simeplnt IR side just replied me:

Thank you for reaching out with your query.
As reported in our latest Annual Report and as per the information provided on our website https://simedarbyplantation.com/investor-relations/operational-information/ . SDP has total landbank of approx. 744,630 Ha (equivalent to approx. 1.84 mil acres) out of which:

i. 579,708 Ha is planted with Oil Palm;
ii. 12,013 Ha is planted with Rubber;
iii. 5,637 Ha is planted with Sugarcane; and
iv. 139 Ha is planted with Coconut.

The claim of SDP having 3.3 mil acres is incorrect as the planted area sits within the company’s total landbank as such it would be incorrect to add the two together to get the company’s total landbank. As you rightly pointed out the total landbank in acres should be 1.84 mil.

Posted by SEE_Research > 2022-08-29 11:55 |

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Posted by SEE_Research > 2022-08-29 11:58 |

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Posted by kl_guy > 2022-08-29 15:35 | Report Abuse

tsh going to rally soon. got support at rm1.04-1.05

Posted by telurgoreng > 2022-08-29 16:21 | Report Abuse

Luckily i topup last week. Apa macam sour grapes? I like to bury my money to fertilize oil palm trees. Can or not?

Posted by SEE_Research > 2022-08-29 16:43 |

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Posted by PlantBull > 2022-08-29 17:51 | Report Abuse

@ 股神 GS

Thanks for the info and thanks for sharing.

Posted by SEE_Research > 2022-08-29 17:57 |

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Posted by Investformilkmoney > 2022-08-29 18:25 | Report Abuse

Stop spamming. Calvin already no post today u still keep posting

Posted by SEE_Research > 2022-08-29 18:57 |

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Posted by Pinky > 2022-08-29 19:43 | Report Abuse

@admin can do something to the spammers here or not? This is getting too much and menyampah

Posted by stockraider > 2022-08-29 20:24 | Report Abuse

All these sooochaiiis still complaining & TSH still creeping up mah!

Director still buying loh!

Something is brewing mah!

Posted by OneOracle > 2022-08-29 20:55 | Report Abuse

Sifu said.

Fed hawkish remark slam the stock market but commodity like grains food and energy rally.

Shortsighted policy

The short-term case against commodities playing out in these corrections is the decision by central banks, most notably the Federal Reserve, to prioritise inflation-fighting over growth. Just as Paul Volcker did in the early 1980s, Fed chairman Jay Powell has decided that maximum sustainable employment must for now play second fiddle to the war on prices.

Panadol solution

But there is a longer term case for commodities, made by resources bulls like Goldman Sachs’s Jeff Currie. It pre-dates and will outlast current recession fears.

He argues that Fed-induced slowdowns can only ever tame the symptom — inflation.

They are INCAPABLE of addressing the underlying driver of sustainably higher commodity prices, which is underinvestment in the production of sufficient energy and other resources. The imbalances causing the cost of living crisis are physical and supply-driven. They cannot be resolved by destroying demand.

The world is anyway very different from that of 40 years ago. When Volcker jacked interest rates up to choke off the inflation which had scarred the previous decade, he did so after years of rising capital investment. 

The fall in demand that he engineered combined with adequate supply to quickly bring the market back into balance. That is not the case today after years in which capital has for too long been directed away from real physical assets. We are reaping the harvest of that misallocation.

Higher rate lower Capex. Prolonged supply driven inflation.

A key risk facing policy makers now is that the higher interest rates required to stifle demand will at the same time prevent the investment in new capacity that might solve the supply shortage.

This is a recipe for stagflation — persistently higher prices caused by inadequate supply and flagging demand as central banks double down on their attempt to tame inflation.


Populist policy

And it is not just monetary policy that risks worsening the supply-demand balance and stoking persistent inflation. Fiscal policy, driven as it is by political rather than economic imperatives, is pushing governments to simultaneously support the hardest hit consumers (thus slowing or preventing the required demand destruction) and to impose politically palatable but blunt windfall taxes that reduce the incentive for companies to solve the supply side of the equation.

Greenflation and clmate change

Another reason to expect commodity prices to remain elevated for the foreseeable future is that demand will stay high for reasons that have nothing to do with the economic cycle but instead reflect the unstoppable clean energy transition.

One of the ironies of the move to a more sustainable energy framework is that in the short to medium term it will be extremely resource intensive. Demand for both hydrocarbons (in the form of plastics and other refined products) and for many metals — principally but not exclusively copper — will remain high for many years to come. Unless there is a meaningful supply-side response, the impact on prices is just Economics 101.

Post qe in 2008, between 2010 to 2014 crude oil maintained average around 100 for 5 years.
Probably this time will last 7 years. 2021 to 2027.
High Crude oil  lasted 5 years while high palm oil (2k to 4k) lasted 12 years before broke new high again in 2022.
Crude oil went to negative in 2020(worst in history) but palm oil remain in 2k region never went back to 800.

This is just the beginning of the revenge of old economy.
And all the big fund are gradually moving out from new economy where they had been for the past 15 years.

Posted by FlyingEagle > 2022-08-29 20:55 | Report Abuse

这里有些人精神好像有问题！无言！

Posted by SEE_Research > 2022-08-29 21:09 |

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Posted by stockraider > 2022-08-29 22:46 | Report Abuse

Lets be honest loh!

TSH is on the rise mah!

No need to deny loh!

Profit opportunity mah!

Posted by GrowthCapitalist > 2022-08-30 02:26 | Report Abuse

Any FCPO kaki here, i wonder why the spot price for the FCPO is so low?

I though we are having food crisis and oil limitation yet why the spot price is low. Does anyone has a say?

I have been trading for quite sometime, this round the deman doesn't tally with the price action somehow or the market heavily manipulated by BIG GUYS>

Posted by GrowthCapitalist > 2022-08-30 02:29 | Report Abuse

Does anyone here has exposure towards Indonesia palm oil stock? Please give me the ticker name and would go and do abit of analysis. Should have sold it when the price was way higher that time.

Posted by OneOracle > 2022-08-30 09:02 | Report Abuse

生物柴油出口创新高

一、出口生物柴油创历史新高：据中国海关数据,7月中国生物柴油出口金额3.69亿美元，同比增117%，创历史单月最高。也使得1-7月出口金额达16.4亿美元(2021年全年为17.99亿美元)，，全年历史新高已成定局。

1）欧洲能源危机不断发酵，根据媒体报道以德国为例，目前柴油取暖为大众较为接受的方式之一，其拥有对基础设施要求较低同时具备价格优势，但缺点为需要额外的储藏柴油的空间且味道较重。

二、什么是生物柴油：目前主流的生物柴油主要有：第一代生物柴油是动植物油脂（脂肪酸甘油三酯）与醇类在酸（硫酸）、碱（氢氧化钠，固体碱）、生物酶等物理化学催化作用下发生酯化反应得到脂肪酸甲酯。第二代生物柴油就是通过加氢工艺脱除油脂中的氧和部分碳生成的烃类，其组成和结构与石化柴油类似，但对工艺水平和设备的先进性要求较高。

1）性能上可对石化柴油形成替代：历经多年发展，现阶段生物柴油的燃料特性已与石油基柴油接近，且具备部分备传统石化柴油不具备的优点。其闪点比石化柴油高，更加安全可靠；含硫量低，使得燃烧时SO2和硫化物的排放可减少约30%。不仅可作燃料又可作为添加剂促进燃烧效果，同时更加节能降耗。除了做公交车等柴油机的替代燃料之外，还可以作为海洋运输、燃料发电厂等非道路用柴油机的替代燃料。 



三、欧盟政策加码需求大涨：每使用1吨生物柴油，大约可以减排2-2.5吨二氧化碳。目前，欧盟是全球最大的生物柴油消费市场。由于其在碳减排和环保方面表现优异，欧盟已经把生物燃料作为主要替代能源，相关政策法规陆续出台，鼓励生物柴油市场的发展。

截至2021年欧盟生物柴油行业支持政策

1）值得一提的是由于激进的气候政策，欧盟既目前每年约从外进口生物柴油300 万吨，其中约有30%来自中国，据测算，2030年欧盟生物柴油市场需求有望达到 2200 万吨，其中或将从我国进口300万吨。

2）2021年全球生物柴油消费量为4223.46万吨，过去10年复合增长率 6.14%。欧盟2020年的消费量占全球的35%，美国、印尼分别以19%和16%分列二、三位。 券商预计，至2025年，全球生物柴油产量及消费量将达近5850吨/年和5570吨/年。



2）自2020年年中以来，生物柴油价格上涨明显。2017-2020 年一代生物柴油价格稳定在 900-1000 美元/吨，自2020年5月后迅速上涨，2022年6月9日一代生物柴油（FA­ME）的价格已达到1810美元/吨，较2017年同期价格（882 美元/吨）涨幅超100%。



四、国内市场存巨大潜在需求：2022年出台的《十四五生物经济规划》和《“十四五” 可再生能源发展规划》均提出要鼓励生物柴油行业的发展。目前，上海已经率先试点生物柴油添加政策，2018年开始向社会车辆销售B5生物柴油，截至2020年底，上海已经形成了3个生物柴油调配中心，每年供应40万-60万吨B5柴油，覆盖了市区二百多个加油站，可供应约1400万辆车次。

1）据国家统计局统计，2019年，中国交通运输领域柴油消费量为9867万吨， 按照欧盟地区对柴油中生物柴油10%的添加比例测算，中国生物柴油需求量空间可 达 986.7 万吨。按上海试行的B5生物柴油5%的添加比例测算，中国生物柴油需求量增量空间亦有近 500 万吨，按照现价计算，2030年中国生物柴油行业内需+出口潜在市场规模接近千亿人民币。若中国生物柴油添加政策顺利落地，中国将从生物油脂出口国转而成为巨大的需求市场和进口国。

Posted by OneOracle > 2022-08-30 09:15 | Report Abuse

Sifu said

2030 ,100 billion yuan biodiesel market .

According to statistics from the National Bureau of Statistics, in 2019, China's diesel consumption in the transportation sector was 98.67 million tons. According to the EU region's 10% biodiesel addition ratio, China's biodiesel demand space can reach 9.867 million tons. According to the 5% addition ratio of B5 biodiesel piloted in Shanghai, there is also nearly 5 million tons of increase in China's biodiesel demand. According to the current price, the domestic demand + export potential market size of China's biodiesel industry in 2030 is close to 100 billion yuan. If China's biodiesel addition policy is successfully implemented, China will turn from an exporter of biodiesel to a huge demand market and importer.

Posted by King_trader_shadow > 2022-08-30 10:39 | Report Abuse

As long the founder keeping it tightly and slowly doing SBB, good to hold though!

Palm Oil Business - Minyak Masak(of course) + Biodiesel + Battery (soon)