When u invest plantation u r not only taking advantage of prospect of palmoil demand but also potential for land appreciation loh!
Plantation is a perfect hedge for inflation loh!
Remember when u buy into TSH u r buying into a viable decent dividend paying plantation business n with exposure into cheap plantation with potential exposure to future good prospect of potential development potential mah!
Don't be fooled by the promoter that TSH is worth a lot of money and will be realised soon, due to its plantation assets in Nusantara. The Indonesian government has acquired and allocated substantial land areas for their new capital in Nusantara. There are plentry of land available for growth in that region. The new capital will definitely cause the prices of land in its immediate region to rise. Those located a few miles away or many miles away, will still need to wait for development to reach its borders. This pattern has been the case and is nothing new.
A group of investors bought land near a medium size city in Canada. 30 years later, they were disappointed. The appreciation in land price was miniscule. Why? There were so much vacant land available, thus price rises minimally.
TSH still has lots of room to move up. In June 2022, price was above 1.60. Hope it will catch up with J Tiasa and Th Plant and Utd Plt. HS Plt also not really move.
As usual, many will be washed out this time round. As most do not know why TSH is moving up like Thplant and Jtisia. TSH is a stock that is pressed hard like no other plantation stock with reasons only banker know. It will go down and down iregardless of fundamental. So it will also go up and up without logic.
Stock market is a bizarre place where all sorts of ppl will say all sorts of things to suit their own agendas.At the end of the day,it is the stock performance that count.
lol been accumulating and collecting TSH between 97.5 cents and RM1.03. Now start to move liao. Watch all the sour grape eaters come out talk kok liao... I have no idea why people who dont buy TSH everyday hang out at TSH.. its like those lalazai who don't wanna go school, but stand in front of school entrace everyday, trying to entice school children to join their gang lol... so sad and pathetic.
Talk east talk west, got buy or not? No buy why comment duo duo? Got autism is it? Got obsessive compulsive disorder? Why so hard up when other people buy? You hope their money go into your pocket ka? If u care so much, then go temple do charity la, dont ah chi a zho here talk like some armchair general.
When a LAPSAP stock like TSH got such movement and you dont know the reason. Selling is the last thing u do. There are many plantation stock not all move like this. You sure you know the reason of selling? THplant is privatise rumour, Jtisia is good result. What is TSH?
Earnings around 7.5 sen? No. You got it all wrong We did not buy Tsh just for its current earnings We invest for its bright future yet ahead on two counts
1st is this example Long long time ago i visited Bukit Bintang Girls school in the 60s At that time one whole year school fee was only Rm4 a year One decade or more ago we visited Bukit Bintang Pavilion and parking at front foyer was Rm12 an hour
So from Rm4 per year to Rm12 per hour.
Same goes for Tsh's 94700 acres lands in ikn nusantara
In year 1983 in Spore holland Village one two storey shop rented out for S$1.5k per month and one Sing dollar in the 1980s was about One Sing dollar to Rm1.30
Today rent is $40,000 and one Sing dollar is Rm3.50 so that is about over Rm100,000 rent a month in ringgit
I expect Ikn lands of Tsh to 🚀 up
Plus this
Tsh will soon see its debts cleared and start pay higher dividend like Inno plant which it is 2nd top holder
As inno started paying dividend its shares jumped from 50 sen to Rm1.50
So investing has got to "seeing" into the future
The book says, " The wise men eyes are in his head"
And in his head got memories and past successful experience which can apply to future And success begets success
Bplant got very little earnings from operations but just by assets disposal. Finally Ltat took bplant private for its gold mine lands at Rm1.55
Thplant also got little earnings price now jumped
One past stock we owned called Kulim even got losses the last two quarters when jcorp took it private at Rm4.10 (from Rm2.50) But let Calvin tell you this
All the combined lands of kulim, Bplant and Thplant all 3 combined also cannot compare to the "future" value of Tsh lands in ikn nusantara
Oh the see_lalazai_sourgrape sudah datang lai lai.. open red carpet, play dong dong chiang for him. The autistic fella coming to make noise liao... he never hold any TSH now but everyday come here sampat even though nothing to do with him lol..
I think most plantation co.will report flat or even lower profits for the qtr ending December 31. CPO price for 2024 appears weak too RM3700 to 3800/tonne
Prepare for soybean , palm oil and other agriculture commodity bull run to come after completing the 4th bottom by feb. Current plantation stock is still at infant stage of rally.
Our projected timeline was 26th February 2024 to complete the 1750 days cycle. Expected price bottom we projected was the 1170 bottom to complete the 4 bottoms in the counterpart fractal.
Now we expect the next side of the cycle to steadily build price up.
More and more biomass plant.(TSH building 4 to 5 in next few years) Palm based feed stock will be used for fertilizer in mass scale in future. Plantation company had started to use palm waste to generate fertilizer and it will become major trend in future. Price for palm based feedstock had been rising. Beside palm oil, plantation company got more source of revenue and best part is no windfall levy on them!
These pilot-phase systems are anticipated to use empty fruit bunch pellets as the primary biomass fuel while TBPP continues its ongoing studies and assessments of other types of biomass fuels such as wood chip pellets, rice husk pellets and palm kernel shell, subject to their availability and feasibility for co-firing.
He said a significant amount of oil palm biomass would be generated with the industry's growth, leading to the problem of waste.
"Biomass such as oil palm trunks and fronds can be turned into biogas. These are the two big potential biomass sources that have not been tapped currently.
"If we can utilise these resources in the oil palm industry, hydrogen can be produced and added to the supply chain," he said during his presentation on "Value Addition from Waste Biomass: A Circular Economy Approach" at the MPOB International Palm Oil Congress and Exhibition 2023 (PIPOC 2023) last year.
Look at 6mth of TSH yearly chart. Finally reversal trend break out after 12 years downtrend. Bottom reached after grinding and flushing out for 7 years. After 12 years of downtrend. All will be conditioned to sell when rally.
When trading in qtrly or yearly chart, we talk about investing in millions. Just buy a few or ten of millions. Then wait a few years and take millions safely. Invest thousand avoid using use yearly chart. you wont have the patience.
united plant,klk,ppb all rising in tandem with fcpo,this plantation bull is real n have legs.. weakness of rm vs usd continue to lend support to fcpo.. fed will not lower rates sooner lending support to usd...good for cpo
Here it is, sourgrape_research has arrived. With wrong information added into his posts. My post was in 2022, but I keep buying and my average is now much lower than that. Also KLK cost increased, based on the link to NST, is because of minimum wage increase in Malaysia. TSH's plantation is in Indonesia, so the cost doesn't increase much.
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....
rchi
20,941 posts
Posted by rchi > 2024-02-19 12:10 | Report Abuse
Raider,you want gaduh go elsewhere.We here only interested in making money.