Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by calvintaneng > 2 months ago | Report Abuse

Tdm? Sell Tdm and buy Tsh


Tsh pure palm oil while Tdm got hospitality

Cpo up good for Tsh more


https://www.tradingview.com/symbols/MYX-FCPO1!/

Posted by calvintaneng > 2 months ago | Report Abuse

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by dompeilee > 2 months ago | Report Abuse

Another DUD call by Calvin Tua PAO[ Ta pao🤣:]
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153175304-NESTLE_WHY_IT_IS_NOW_TOO_PRICEY_AND_MIGHT_SEE_PRICE_FALL_DOWN_FURTHER_C

😅😅😅Those who follow his advice & SELLLL in a panic LO$T 6% in a day!🤣🤣🤣

Posted by calvintaneng > 2 months ago | Report Abuse

Yaya

We also warned about Rapid Synergy at Rm27.90 and in defiance it went up

Then?
Then Rapid plunged down

Posted by calvintaneng > 2 months ago | Report Abuse

Fcpo now Rm3,978

Good for Tsh as its cost only Rm2000 MT

Bad for Nestle as Nestle Maggee Mee and Milo use lots of palm oil


https://www.tradingview.com/symbols/MYX-FCPO1!/

Posted by prudentinvestor > 2 months ago | Report Abuse

"Fcpo now Rm3,978
Good for Tsh as its cost only Rm2000 MT"
Big Tua Pao Tan, you have been repeating this over 100 times so far this year. TSH produced 51,800 tons of CPO in the latest quarter and assuming its net profit was RM1,600 per ton, net profit from CPO alone would amount to RM83 million for the April to June quarter. It also produced 11,100 tons of palm kernel, 5262 cubic meter of timber and 106,700 kg of rubber. Its net profit should be way above RM100 million. Why did it turn in a net profit of only RM25 million?

Posted by calvintaneng > 2 months ago | Report Abuse

Why want to tell lies everyday?

Not only 51,000 tonnes Cpo

Tsh also produced 205,000 tonnes of Ffb and others

Every one please see the truth

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3464560

Posted by calvintaneng > 2 months ago | Report Abuse

Tsh balance sheet already given clear answers

For all serious ones who sincerely want to find out the real facts


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-22-story-h-153359913-TSH_RESOURCES_AUGUST_2024_RESULTS_A_Look_at_its_Latest_Balance_Sheet_Ca

Posted by calvintaneng > 2 months ago | Report Abuse

That bodohinvestor up to no good

Only quote Tsh got 51,000 tonnes of Cpo and purposely left out mentioning 205,000 tonnes of Ffb

This kind of person is so dishonest

Any one giving ear to him will end up a victim

Everyone

Please go check and double check all the figures

"The simple believes every word but the wise person looks well to his going"

Posted by Johnchew5 > 2 months ago | Report Abuse

KUALA LUMPUR (July 2): The Ministry of Plantation and Commodities will propose under Budget 2025 to channel a portion of the existing windfall tax on the palm industry to levy-paying planters for replanting.

The current windfall levy formula is impractical due to the sharp rise in costs, Plantation and Commodities Minister Datuk Seri Johari Abdul Ghani acknowledged. One of the ministry's priorities is to review the windfall levy, he said.

"The cost used to be RM1,800 to produce one tonne of palm oil; now it has gone up to RM2,800-RM3,000, depending on the plantation size.

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by calvintaneng > 2 months ago | Report Abuse

Cost for Tsh and Inno were Rm1500

Now Rm2000 to Rm2200 as these are efficient producers

Posted by calvintaneng > 2 months ago | Report Abuse

The Upstream producer cost is different from downstream producer

When Ffb or Cpo prices are up the cost for downstream producers go up alot due to high cost of Cpo input

However
They also sell their final product as cooking oil at a much much higher price

Eg
5 Litre cooking oil now Rm30 a bottle or Rm6 a litre

So Rm6,000 MT
Even if their overall cost is Rm2800 to Rm3000 it will still be ok for downstream if they can sell at high price as cooking oil to end consumers

Posted by calvintaneng > 2 months ago | Report Abuse

Study this carefully to see big difference between upstream and downstream


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

Good morning

For those who understand what our Singaporean friend shared on TSH, please simplify his posts for us here. Thks.

Posted by prudentinvestor > 2 months ago | Report Abuse

"Why want to tell lies everyday?"
Hahaha, what a joke. A pathological and consummate liar accusing someone who obviously has been telling truth of being lying. A clown will always behave like a clown.

Posted by calvintaneng > 2 months ago | Report Abuse

Everyone who can read knows

This fella said Tsh qtr production Cpo 51,000 tonnes (deliberately omit 205,000 tonnes of Ffb collected)

Posted by calvintaneng > 2 months ago | Report Abuse

For every one who come here to post truth or falsehood all can check out the facts

A lying tongue is but for a moment

There is a God in heaven

Better tell the truth

Only what is true will last

Not lying tongues

Posted by calvintaneng > 2 months ago | Report Abuse

Holiday today

So listen to Jim Reeves

https://youtu.be/um91iJoZ8b0?si=BOswk2qlC-yXjcQd

Posted by prudentinvestor > 2 months ago | Report Abuse

Calvinthetuapao has been telling lies in most of his 56,000 comments over the past 11 years. His worst lie was to accuse Julius Baer (Spore) Kseng's top holder (held under nominee for the Ho family) of being involved in wrongful acts in Singapore. The fact is, it was Julius Baer's staff by the name of Liu Kai who was implicated. His main aim was to cause panic selling in Keck Seng shares. I now repost his wicked comment verbatim for everyone to read.

Posted by calvintaneng > Aug 23, 2024 10:04 AM | Report Abuse
Please take note and be warned

Julius Baer (Spore) Kseng Top holder has been involved in wrongful acts in Singapore

if there is any force liquidation Kseng will be impacted as Top holders might be forced sold

so better sell Kseng or later Gek Sim (Heart sick with pain in hokkien)

https://igamingbusiness.com/uncategorized/singapores-aml-charges/#:~:t....

Posted by StarOfTheBull > 2 months ago | Report Abuse

Just discovered some questions from Hextar Capital forum. Will the promoter care to answer?

nrama123

Most of the Mr.Calvin's recommendation succeed well...Appreciated for his research and knowledge sharing .But HEXCAP reverse..Market up 25 points but HEXCAP going down..

19 hours ago


yeelings

Anybody know reason behind Substantial Shareholder's DATO SRI J.O. NANTHA KUMAR A/L J.C. RAMALU disposing his holding ?

18 hours ago

Posted by calvintaneng > 2 months ago | Report Abuse

Good question about Hexcap (see we are not afraid to face facts)

Hexcap got two corp exercise

1. Hexcap bought into a Class 7 Construction Co and issued shares to owner

As a result they have 14% hexcap shares (holding all tightly)..

Hexcap also bought 49% of Transgrid Ventures by giving out shares of hexcap in exchange

Again they hold about 14% Hexcap shares

Hexcap also bought directly into Binacom until it managed to gain leadership say in Binacom

For Transgrid Venture husband and wife team they have recently sold Hexcap shares (whatever the reason it is their personal decision) For Eadie Ong he still holding 27% Hexcap shares tightly

Since there is a sell down by substantial holder in Hexcap it offers a wonderful opportunity to slowly average down by buying cheaply

Posted by prudentinvestor > 2 months ago | Report Abuse

"This fella said Tsh qtr production Cpo 51,000 tonnes (deliberately omit 205,000 tonnes of Ffb collected)"
All this while I thought Calvin the Tua Pao is an expert in oil palm cultivation but unfortunately he is only a charlatan passing off as an expert. Boloh punya orang, can you tell me how TSH produced its 51,000 tons of palm oil and 11,000 tons of palm kernel? Think before you write.

Posted by calvintaneng > 2 months ago | Report Abuse

Listen
Kseng only holding a very small palm oil acreage at the fringe of Iskandar and their properties in kangar pulai and kota masai face fierce competition from Scientex and Mahsing/Ecoworld

Other hotel properties will also face Trump worldwide tariff

So better buy pure palm oil companies in East Malaysia

Since Kseng doing real estate it will be impacted by 52% diesel price rise

Posted by calvintaneng > 2 months ago | Report Abuse

In East Malaysia there is no 52% diesel price hike

Posted by calvintaneng > 2 months ago | Report Abuse

Let's be fair

See childishinvestor has come here to talk down Tsh so many times
We just posted facts in Kseng and also deleted it
.yet he comes here to cry father cry mother

Posted by prudentinvestor > 2 months ago | Report Abuse

"We just posted facts in Kseng and also deleted it"
Calvin the Tua Pao, why do you need to delete your wicked post against Keck Seng if what you had posted were indeed facts? Scared of being sued right?
"yet he comes here to cry father cry mother"
Calvin the Tua Pao has cried father cried mother for over 56,000 (fifty six thousand) times over the past 11 years.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

...
Posted by calvintaneng > Aug 31, 2024 1:32 PM | Report Abuse

For every one who come here to post truth or falsehood all can check out the facts

A lying tongue is but for a moment

There is a God in heaven

Better tell the truth

Only what is true will last

Not lying tongues

''''


Our Singaporean friend told lies for 2 years while promoting NETX. Since I have experienced and observed our Singaporean friend in the NETX thread, his reputation was shattered. No integrity. Buffett advises not to have any dealings with such characters, for good reasons. :-)

Posted by calvintaneng > 2 months ago | Report Abuse

Netx has the exinda wan equipment

However, management did not focus on it
In any case Netx not bankrupt like Serba, Sumatech or Utusan

What about Redtone which gone up over 100% promoted together with Netx

Peter Lynch said buy a basket of 10 stocks and even if a stock fails the maximum loss is limited to 100%

Maximum gain?

Can be 100%, 600% to
2,000% as in Redtone, Vstec or Hextech

Posted by calvintaneng > 2 months ago | Report Abuse

Hahaha

The lips of truth feeds many

We already see over 9 million page views

Going to be 10 million pp soon

So ?

Posted by calvintaneng > 2 months ago | Report Abuse

As for palm oil when we started investing in year 2020/1 Cpo was only
Rm2500 to Rm2600 MT

Now Cpo Rm3,977 there is lots of profit margin

So we stay safe and happy in 🌴🌴🌴 😊😊😊

https://www.tradingview.com/symbols/MYX-FCPO1!/

Posted by prudentinvestor > 2 months ago | Report Abuse

Posted by calvintaneng > 35 minutes ago | Report Abuse

Listen
Kseng only holding a very small palm oil acreage at the fringe of Iskandar and their properties in kangar pulai and kota masai face fierce competition from Scientex and Mahsing/Ecoworld

Other hotel properties will also face Trump worldwide tariff

So better buy pure palm oil companies in East Malaysia

Since Kseng doing real estate it will be impacted by 52% diesel price rise

This clown pretends that he knows a lot. Keck Seng bought its lands over 40 years ago at extremely low prices. Other developers bought their lands maybe only 10 years ago. how can Scientex, Mahsing/Ecoworld compete with Keck Seng on pricing?
Keck Seng's hotels in New York, Hawaii and Toronto are performing extremely well. Just wonder how Trump's tariffs (and he isn't elected yet) would affect Keck Seng's hospitality performance.
Tua Pao , TSH only managed an EPS of less than 3 sen a share in the first half, Keck Seng has already earned 27 sen a share in the first half. Don't compare a useless stone with diamond.

Posted by calvintaneng > 2 months ago | Report Abuse

Precisely,

Kseng was Rm1.60 and now almost Rm6.00 therefore no longer cheap

Tsh's potential is now far far better

Posted by calvintaneng > 2 months ago | Report Abuse

This very ignorant naive-investor knows so little

Kseng only got 9,000 acres of oil palms left while commercial properties in North American now in a market crash

Tsh has 150,000 acres (compared to the smallest less than 9,000 acres of Kseng lands)

Even Spore Top Banks know how to invest in Tsh Resources

1. Singapore Dbs Bank has just bought 38 million Tsh shares to be in Top 10

At Top 7 of Tsh is Spore Uob Bank with over 46 Million Tsh shares

Why these two banks are not in Kseng top 30???

BECAUSE THE SPORE BANKERS KNOW TSH FAR BETTER THAN KSENG AT CURRENT VALUE AND PRICE

SEE

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-25-story-h-182876873-TSH_RESOURCES_9059_2023_ANNUAL_REPORT_SHOWS_A_WONDERFUL_COMPANY_WITH_AM

Posted by prudentinvestor > 2 months ago | Report Abuse

Calvin the Tua Pao, Keck Seng was RM1.60 more than 20 years ago. At around RM6 a share, it is trading at less than a third of its intrinsic value. Just spend some time to pore over Keck Seng's annual report, this company really has a rock solid balance sheet. It has net cash of RM1.1 billion, investments in shares worth over RM400 million, hotels at Waikiki beach Hawaii, New York and Toronto, unlike TSH which has lands in the Kalimantan jungles. Keck Seng's overseas properties carry a book value of RM400 million but have not been revalued for an average of 20 years. They should be worth around RM1.5 billion today. In addition it owns Menara Keck Seng and Regency Tower in KL at least worth RM300 million in total. It has over 600 acres of development land in Pulai area Johor Bahru where adjacent lands have changed hands recently from RM2 to RM5 million. It also possesses over 8,000 acres of plantation and housing land in Pasir Gudang area. The vast majority of Keck Seng's properties have not been revalued for 40 years. Its audited NTA is RM7.77, actual NTA should be several times higher. What potential TSH got? If it really has high potential, TA, RHB-OSK and BIMB won't value it at only around RM1.10 a share. So stop your non stop BS.

Posted by calvintaneng > 2 months ago | Report Abuse

Why 9000 acres small can amount to how much if revalued?

simeplant got over 1 millions acres and not just 40 year but they got 200 year history


as for hotels no use unless they liquidate them

during Mco so many hotels suffered losses and were foreclosed by banks

plus TA Global Got Hotels as well as Daiman

yet they were taken private at low prices

also Mulpha got hotels and resorts in Australia as well yet price stagnant
kseng overhyped assets already reflected in the price and therefore upside now limited

better let go and don't waste time

Tsh got 150,000 acres or land size twice that tt

Posted by calvintaneng > 2 months ago | Report Abuse

Tsh 150,000 acres are twice that of Penang's 72,900 acre

Posted by calvintaneng > 2 months ago | Report Abuse

See this piece in Bulugan Kipi Industrial park

Tsh got 13,335 acres here already more than all Kseng lands of 9,000 acres


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-25-story-h-158750997-World_Biggest_Greentech_Park_land_at_only_38_sen_psf_book_value_Market_

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

Our dear Singaporean cannon, please start your promotions with the return on equity of the stock you are promoting. It is easier for those who are more knowledgeable than you to comprehend clearly. How much equity is employed by the company to earn RM1 of income?

Posted by calvintaneng > 2 months ago | Report Abuse

R.o.e is only one aspects of the 6 category of stocks

Learn to see the whole picture

https://youtu.be/jw1S1V4ASQw?si=TPl8dX3Cft3xyi0z

Posted by calvintaneng > 2 months ago | Report Abuse

Very few Fund managers like Peter Lynch who could invest in 1500 stocks and did extremely well overall


https://youtu.be/jw1S1V4ASQw?si=4VVvttnRCq1LxesL

Posted by calvintaneng > 2 months ago | Report Abuse

Peter Lynch

1977 - 1990

Usd20M = Usd14B

World best performing fund

https://youtu.be/U-6fv09KCDw?si=e4p8-_QjiQARM8uD

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

TSH

ROE 4.75%
NTA RM 1.456
GROWTH negative

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

So which category of Peter Lynch's stock is TSH?