Posted by calvintaneng > 2 months ago | Report Abuse

https://youtu.be/pkCK5BHtWKc?si=M91fuj_5V6oJ2GOh

Posted by OneOracle > 2 months ago | Report Abuse

Malaysia reviewing windfall tax.
3% windfall tax on gross sale price is a lot considering margin of big planters are around 3 to 5 %.
Basically is 100% to 150% of after tax profit.
Adjusting the reference price upward also imply current price is a normal price thus giving long term support to CPO.


The new reference price will be the long term upward target of CPO.

Finally The government is willing to part more profit to the planters.
Those who lost planters vote lose the political game.

https://www.freemalaysiatoday.com/category/nation/2024/07/02/johari-suggests-reinvesting-windfall-tax-in-oil-palm-replanting/

Posted by calvintaneng > 2 months ago | Report Abuse

Go go power ranger!
https://youtu.be/_ZeJvwuS4D0?si=9TN4XHPdRzYczz2Q

Posted by OneOracle > 2 months ago | Report Abuse

Now the planter will take lesser short position at major levy reference price.
Adding power to more long.
IF the reference price is 5 k.
Then eventually we will reach there.
IF not where to get tax from palm oil .

Posted by OneOracle > 2 months ago | Report Abuse

Amazing no one is talking about the windfall levy in all major forum.
When windfall levy was introduced.
Plantation sector drop from 8k to 3k.
Now the windfall levy is revised and so silent.

Posted by Berlin > 2 months ago | Report Abuse

Few expect windfall gains from plantation sector in the near future. The 2022 run in CPO prices barely lasted a few months and was more a flash in the pan than a tailwind. CPO prices staying around RM4k per tonne is already a blessing.

Posted by calvintaneng > 2 months ago |

Post removed.Why?

Posted by calvintaneng > 2 months ago | Report Abuse

Finally

Tsh completed stage 4
Now stage 5 also almost finished

Next is still 6
The best and hottest phase coming

Better do not miss

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Posted by StartOfTheBull > 2 months ago | Report Abuse

Today is the decision day for the last parcel of the land disposed.

Posted by OneOracle > 2 months ago | Report Abuse

https://www.astroawani.com/berita-malaysia/columnist-revisiting-malaysias-biofuel-roadmap-477346

Revisiting Malaysia’s biofuel roadmap

MALAYSIA has made a notable policy shift by lifting the blanket subsidy for diesel, and the government plans to target gasoline next. While this move could save billions of ringgit, it also presents a perfect opportunity for the government to revisit and enhance the country's biofuel roadmap. By strengthening the biodiesel mandate and introducing a new bioethanol program, Malaysia can expedite the reduction of carbon emissions, in line with the nation’s objective to achieve net-zero carbon emissions by 2050.
Increasing the Biodiesel Mandate

Previously, diesel prices were heavily subsidized, making biodiesel less attractive due to its higher cost. However, the landscape has changed. When produced optimally, biodiesel can be cost-competitive with fossil diesel, which sells for about RM3.35 per liter.
Malaysia has already started a B20 program, requiring diesel for transportation to be blended with 20% palm-based biodiesel. However, the nation is currently still implementing a B10 program. Increasing the biodiesel mandate can leverage cost parity to promote a more sustainable energy mix.
This move would bring two-fold benefits. Firstly, it would stabilize crude palm oil prices by lessening reliance on exports. Secondly, utilizing waste oils like used cooking oil and palm oil mill effluent oil as feedstock would bolster the circular economy.
Biodiesel has a significantly lower carbon intensity than fossil diesel, which helps reduce greenhouse gas emissions. For example, if Malaysia’s diesel consumption for transportation is about 8 billion liters in 2022, an additional 10% biodiesel blend would mean 0.8 billion liters of biodiesel. Given that biodiesel emits roughly 80% less carbon dioxide than fossil diesel, this could result in a reduction of about 1.7 million metric tons of carbon dioxide annually—a substantial decrease that would contribute significantly to mitigating climate change and achieving both national and global sustainability goals.

Posted by OneOracle > 2 months ago | Report Abuse

https://www.klsescreener.com/v2/news/view/1352967/palm-oil-prices-risk-uncompetitiveness-without-windfall-profit-levy-revision-minister

The price of palm oil will become uncompetitive compared to other producing countries if the windfall profit levy (WPL) on palm oil in this country is not revised.

Plantation and Commodities Minister Datuk Seri Johari Abdul Ghani stated that his ministry would examine and review the WPL, with the findings to be submitted to the Ministry of Finance (MOF).

“Let the MOF review this, so we can reassess and indirectly encourage replanting. When this product becomes competitive, more investors will be attracted to the land we have,” he told reporters after the launch of the Transfer of Technology (TOT) 2024 event at the Malaysian Palm Oil Board (MPOB) headquarters here on Thursday.

On Wednesday (July 3), during a question-and-answer session in Dewan Rakyat, Johari said the ministry would collaborate with MPOB to review the WPL on palm oil for Budget 2025, aligning with current commodity prices.

Posted by OneOracle > 2 months ago | Report Abuse

Let the MOF review this, so we can reassess and indirectly encourage replanting. When this product becomes competitive, more investors will be attracted to the land we have,” he told reporters after the launch of the Transfer of Technology (TOT) 2024 event at the Malaysian Palm Oil Board (MPOB) headquarters here on Thursday.

"more investors will be attracted to the land we have"

Why the Minister want investor to be attracted to palm oil land ?
Obviously the government want to raise plantation company land value.
And then attract investor to invest in plantation company.

Posted by Rameez Soudagar RS > 2 months ago | Report Abuse

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Posted by OneOracle > 2 months ago | Report Abuse

So take note Government is pushing plantation company and palm oil now .
Do not short and go against the government.

Posted by Mikecyc > 2 months ago | Report Abuse

Posted by StartOfTheBull > 6 hours ago | Report Abuse

Today is the decision day for the last parcel of the land disposed.

Posted by OneOracle > 2 months ago | Report Abuse

No annoucement of further delay. Good news.

Posted by calvintaneng > 2 months ago | Report Abuse

Yes not sold is best news for long term genuine investors

From Rm221 Millions to Rm1.5
Billions

Posted by calvintaneng > 2 months ago | Report Abuse

Now worth far more as industry from agriculture

See

https://youtu.be/pkCK5BHtWKc?si=b4tspePoSputfYiT

Posted by pvd_investor > 2 months ago | Report Abuse

Yea, makes sense.

Posted by OneOracle > 2 months ago | Report Abuse

Crypto crash. Funds flowing into commodities.

Posted by StartOfTheBull > 2 months ago | Report Abuse

No announcement. Maybe land sale aborted. Will need to continue to service bank loan.

Posted by OneOracle > 2 months ago | Report Abuse

If land sale aborted by TSH side. Then it must be for better reason.
The price action already supported that.

Posted by calvintaneng > 2 months ago | Report Abuse

Not much bank loan by now TSH already cash rich

Posted by Mikecyc > 2 months ago |

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Posted by Mikecyc > 2 months ago |

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Posted by Berlin > 2 months ago | Report Abuse

Cash rich? Bloody joker this Calvin. Net cash -14.69m, eps 6.2 sen, roe 4.14%, pe 20.16, free cash flow 159m, div yield 2% only. Earnings from present plantations is anaemic with no income from unplanted Nusantara land. It wouldn't surprise me if Nusantara lands were speculative purchases in the past. It still might pay off if Nusantara takes off but it will take time, probably a long time.

Posted by Mikecyc > 2 months ago |

Post removed.Why?

Posted by calvintaneng > 2 months ago | Report Abuse

Mickey mouse is incorrigible

Already given answer

Public Research tells you to sell TSH to them as Public Mutual combined 3 Funds already in Top 8 of TSH

See very carefully

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-22-story-h-161464080-PUBLIC_RESEARCH_TELLS_YOU_TO_SELL_TSH_BUT_PUBLIC_MUTUAL_FUNDS_BUYING_TS

Posted by calvintaneng > 2 months ago | Report Abuse

As to TSH tree age listen to expert Lim Fook Hin

Most productive years are 9 to 20 years

See

https://www.youtube.com/live/PDMUaI8-ILI?si=ne13dLa7INUZvEC-

Posted by calvintaneng > 2 months ago | Report Abuse

As to TSH tree age listen to expert Lim Fook Hin

Most productive years are 9 to 20 years

See

https://www.youtube.com/live/PDMUaI8-ILI?si=ne13dLa7INUZvEC-

Posted by calvintaneng > 2 months ago | Report Abuse

As to claims of TSH being net cash

Yes if you consider it's investments in Securities plus it's 105 Million shares in Innoprise at Rm1.43 now worth Rm150.150 Millions

Tsh has a net cash equivalent of about Rm160 Millions

Posted by calvintaneng > 2 months ago | Report Abuse

As to some small entities selling is of little concern

Most importation is

We have highly successful Eastspring Fund now in Top 30 of Tsh

Eastspring also with Calvin in Tmakmur which was taken private

Posted by calvintaneng > 2 months ago | Report Abuse

Also among World Top Bank which is Singapore DBS Bank now in Tsh top 10 with 38 Million Tsh shares speak loud and clear

Tsh Resources is a "MUST HAVE" IN EVERY SERIOUS VALUE INVESTOR PORTFOLIO

Posted by prudentinvestor > 2 months ago | Report Abuse

Cannon Tan, since when can investments in securities be considered as cash? What kind of accounting is this?

Posted by calvintaneng > 2 months ago | Report Abuse

How come you are so dumb?

What is cash?

If you put your money in the Bank the bank gives you a note of IOU. Do you know it is no longer cash? Since the Bank use your cash to lend me to buy house or car?

The Bank only promise to pay you ?

But don't you think cash in Bank is still considered cash ?

Now for the same reason I buy that Bank shares in which you put money into isn't that also cash equivalent ?

So there is cash and cash equivalent all the time

Posted by Mikecyc > 2 months ago |

Post removed.Why?

Posted by Mikecyc > 2 months ago |

Post removed.Why?

Posted by Mikecyc > 2 months ago |

Post removed.Why?

Posted by Mikecyc > 2 months ago |

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Posted by calvintaneng > 2 months ago | Report Abuse

This Mickey mouse trying to lure people away by misdirection

What is Netx? Still listed. Your Sifu Philip's Serba already delisted

Now listen

We have so many great buys

Ijm plant buy call Rm1.86
Klk took private at Rm3.10

Up 66% in less than 6 months

This Tsh though will take longer it will give us 300% to 500%

Posted by calvintaneng > 2 months ago |

Post removed.Why?

Posted by Mikecyc > 2 months ago |

Post removed.Why?

Posted by calvintaneng > 2 months ago |

Post removed.Why?

Posted by calvintaneng > 2 months ago | Report Abuse

This lying mouse cannot stop telling lies

Tsh trees at 12 years still got 8 very fruitful years of bountiful harvest before even need of replanting

So see this liar mouse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-11-13-story-h1536406331-WAHAHA_CALVIN_TAN_CAUGHT_A_BIG_RAT_IN_NAIM_FORUM_HIS_NAME_IS_MIKECYC_By

Posted by Mikecyc > 2 months ago |

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Posted by Mikecyc > 2 months ago |

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Posted by calvintaneng > 2 months ago |

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Posted by calvintaneng > 2 months ago |

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Posted by calvintaneng > 2 months ago |

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Posted by calvintaneng > 2 months ago | Report Abuse

Some Eagle Group members made Rm200k, Rm400k and up to Rm700k on Bplant alone

🏆

We expect to make even more in Tsh Resources

https://klse.i3investor.com/web/stock/overview/5254