 | Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 23, 2023 11:14 PM | Report Abuse Outside now full of dangers
Pang72 greenpacket crashed by 90% from Rm1.60 to less than 6 sen and Pang72 got his hand burned
Speakup took warning and escaped from Mmag at Rm1.60
Mmag crashed by more than 96% to only 2.5 sen and Speakup hopefully escaped
Then Revenue, Dnex and Cfm (computer form) suddenly crashed without warning
so stay very safe in Jtiasa and palm oil |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 23, 2023 11:10 PM | Report Abuse Many palm oil co like hs plant, Sop, Taann and Tsh have turned into net cash co
as such there will no longer need
1. to service bank loans
2. also save on high bank interest payment
3. those with net cash will even benefit from high dividend on their cash pile
and Jtiasa will soon join them
a co with lots of FCF (free cash flow ) will now turn sanguine and generous
so Jtiasa paid 2.8 sen previous qtr and 1.5 sen this qtr as duvidends |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 23, 2023 11:07 PM | Report Abuse Now Cpo still above Rm3500 and Jtiasa cost of cpo production gone up to Rm2000
but the gross profit is now higher at Rm1500
so look at the overall earnings at the bottom line |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 23, 2023 11:05 PM | Report Abuse Some thoughts about Jtiasa
1. Jtiasa was able to pare down Rm150 millions debt per year for last 5 years even when Cpo was Rm2200
at that time when Cpo was Rm2200 the cost of cpo production only Rm1400
so there was a Rm800 gross profit margin
and Jtiasa used those cash to quietly paid off bank loans |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 23, 2023 10:59 PM | Report Abuse In times like these when many companies can suddenly crash like Revenue, Dnex and latest Cfm (computer form) it will be reassuring that Tsh is a debt free cash positive entity
A company with no debt cannot go bankrupt
plus Tsh like all other good palm oil companies are now loaded with FCF (free cash flow ) and will now be able to give out good and excellent dividends |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 23, 2023 10:55 PM | Report Abuse And these are the latest facts about Tsh
1. on Jan 18 2023 Tsh reported final reception of Rm302 millions (about 21.9 sen a share) from Bulugan land sold
out of this sum 65% is pure profits or about 14.23 sen
if we take same earning of Feb 2023 at 3.28 sen as May 2023 similar earnings then the profit to be reported will be 17 sen more or less
And already proposed for voting is 2.5 sen dividend backdated to Year 2022 period
now in year 2023 Tsh is already debt free and dividend should accelerate like Inno blue print |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 23, 2023 10:49 PM | Report Abuse and Mr Market is a crazy temperamental trader
Tsh and Ijmplant were once traded above Rm4.00 per share each
While Ijmplant did not do any bonus issue Tsh gave out one free bonus for two
that means if Ijmplant was with Rm4.00 Tsh should be worth Rm2.60 after ex bonus one for two
Now Klk offered Rm3.10 to take Ijmplant when it was rm2.20 Tsh should be valued at Rm2.00 in comparison to the value of Ijmplant
however the market has mispriced Tsh at half it's intrinsic value and hence Chairman Tan Aik Pen has mopped up and now own more than 330 million Tsh shares |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 23, 2023 10:41 PM | Report Abuse The next plantation giant
Kulim was recommended at Rm2.50 and Johor Corp took it private at Rm4.10 (60% up)
after Jcorp took Kulim private it hived off two palm oil estates in Pengerang and turned them into Townships
Now they are trying to relist Kulim again
see how they will push this Kulim IPO to the masses like so many frothy exciting Ipos which people chased up the sky on 1st day of listing
Now Kulim has only 60,000 hectares of palm oil which is above 148,000 acres
Tsh, Thplant, Jtiasa, Bplant and others have more than 200,000 acres of palm oil and far more than Kulim |
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| Blog: TSH RESOURCES: ONE COMPANY WITH 9 BUSINESSES; The Most Overlooked, Undemanding, Undervalue Palm Oil Stocks with Far Reaching Now & Future Potential Mar 23, 2023 7:49 PM | Report Abuse Tsh has 300,000 acres forest concessions |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 21, 2023 10:25 PM | Report Abuse
Jtiasa did very well even in year 2019 when Cpo was Rm2200
It managed to pare down lots of debts
Now Cpo at above Rm3500 to Rm4500 all remaining debts will evaporate & then Jtiasa will be debt free and cash rich
https://tradingeconomics.com/commodity/palm-oil
Click on chart all button to see Full History of CPO |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 21, 2023 10:25 PM | Report Abuse https://tradingeconomics.com/commodity/palm-oil
Jtiasa did very well even in year 2019 when Cpo was Rm2200
It managed to pare down lots of debts
Now Cpo at above Rm3500 to Rm4500 all remaining debts will evaporate & then Jtiasa will be debt free and cash rich
https://tradingeconomics.com/commodity/palm-oil
Click on chart all button to see Fulll History of CPO |
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| My Golden Rule of Investing Mar 21, 2023 10:19 PM | Report Abuse TSH RESOURCES (9059) Now Rm1.07 Versus DUTCH LADY (3062) Now Rm27.10, Compare & Contrast Their Future Potential, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-12-story-h-276217900-TSH_RESOURCES_9059_Now_Rm1_07_Versus_DUTCH_LADY_3062_Now_Rm27_10_Compar |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 21, 2023 3:16 PM | Report Abuse Shootup
Netx was part of the Nfcp theme with Opcom and Redtone
both Opcom and Redtone did ok except for Netx as it has gone into real estate investment partly
So kiv
Why? I see you wanted Calvin to sell Next? it's been 4 years since and there were Ogse bull run in 2019, Glove bull run in year 2020 and now we are in Palm oil as Cpo has gone up from Rm2200 a ton to over Rm3800 now
Now there is clarity in Tsh as it has received a huge Rm302 millions cash from final land sold
This will report a nice profit of 17 sen + or - by May 2023 results
So keep the focus here for now |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 19, 2023 9:58 PM | Report Abuse Jtiasa trees are now at the best fruitful years
Wilmar Singapore only 18% old trees are great one |
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| Blog: CALVIN SUNDAY SHARING: BY FAITH JOSEPH SPOKE OF THE EXODUS FROM EGYPT (Hebrews 11:22) & JESUS SPOKE OF THE DEPARTURE OR RAPTURE OF SAINTS FROM PLANT EARTH AT HIS 2ND COMING AGAIN Mar 19, 2023 1:40 PM | Report Abuse Reposted from www.inspiretopray.com |
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| Blog: CALVIN SUNDAY SHARING: BY FAITH JOSEPH SPOKE OF THE EXODUS FROM EGYPT (Hebrews 11:22) & JESUS SPOKE OF THE DEPARTURE OR RAPTURE OF SAINTS FROM PLANT EARTH AT HIS 2ND COMING AGAIN Mar 19, 2023 1:38 PM | Report Abuse https://www.youtube.com/watch?v=cYV4-K6mj1g |
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| Stock: [THPLANT]: TH PLANTATIONS BHD Mar 18, 2023 8:42 PM | Report Abuse Ltat taking undervalue Boustead private
Felda wants to take Fgv private
When will Tabung Haji make the offer for Thplant? |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 18, 2023 8:39 PM | Report Abuse Is it?
then palm oil applies to all 4
1. As Food
Palm oil is processed into cooking oil to cook food. Also made into ice-cream, Teh tarik creamer, used in manufacture of Milo, maggee Mee, hupseng biscuit, Gardenia bread and others
2. Oil proxy or biofuel
3. guns and war application
palm oil is made into napalm (na-palm was used in Vietnam war)
4. Gold
Palm oil is also called the golden crop as vege oil has a golden glow |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 18, 2023 11:22 AM | Report Abuse Good morning
speakup and pang72 have come to this great Jtiasa (Giant treasure)
welcome welcome !
Do stay here longer to see Jtiasa rebound back up to its glory days
And pang72, please stop provoking Sifu OTB
Let everyone invest in peace and live in harmony |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 17, 2023 4:06 PM | Report Abuse correction
2.5 sen proposed dividend is for period ending 31 Dec 2022
only appetizer
expect more to come |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 17, 2023 4:05 PM | Report Abuse 2.5 sen dividend is for period till 31 Dec 2023
to be approved by vote during Tsh upcoming Agm in May 2023
and can certainly expect more
Rm302 millions cash from final payment of Bulugan land sold or about 21.9 sen cash to be reported by May 2023 as well
Hopefully more dividend will come for year 2023 as Tsh is debt free and no more need to service high bank loans
Cash can be distributed just like Inno |
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| Stock: [BSTEAD]: BOUSTEAD HOLDINGS BHD Mar 17, 2023 2:08 PM | Report Abuse Every co or entity depends on real income to prosper or survive
Where did Ltat gets its income from?
From investments of course
Even the kings of old are served from the field
So where will Ltat real income now derive from
No more easy Contract as Pm Anwar in charge. Bhic won't be good
Pharma is in deficit due to expired vaccine and now need help
As for Affin bank it has given out 30 sen dividend
The logical deduction is the cash to be released from bplant valuable assets |
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| Stock: [BSTEAD]: BOUSTEAD HOLDINGS BHD Mar 17, 2023 11:20 AM | Report Abuse Go see boustead balance sheet
It has Rm6.7 BILLIONS BORROWINGS
Only Rm700 mil cash
So Debt less cash Boustead has a high debt of RM6 BILLIONS ON ITS BALANCE SHEET
NOW PHARMA IS IN NEED OF CAPITAL AS WELL |
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| Stock: [BSTEAD]: BOUSTEAD HOLDINGS BHD Mar 17, 2023 10:56 AM | Report Abuse Correction
Bplant 240000 acres land equal to about 500 Bandar Malaysia lands |
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| Stock: [BSTEAD]: BOUSTEAD HOLDINGS BHD Mar 17, 2023 10:53 AM | Report Abuse Some thoughts on Boustead
Since Ltat needed more than Rm600 millions cash to take over Boustead it will get cash
From its own saved up capital
Or from more bank borrowings
Or from selling some assets to
get back cash
Where will cash come from?
Already highly geared Boustead will find it harder to borrow unless pay a higher interest
Or sell assets of subsidiaries?
And look at these
Pharmania
Not enough money
Will need to raise capital by pp or Rights issue
Bhic
No earnings and full of problems still not resolved
Affin Bank
This ok but Banks are under control by Bank Negara
Only just done was the 30 sen dividend payout
Bplant
This one has lands bought more than 100 years ago since year 1848 when Long Jaffar founded tin in Larut
Bplant started with rubber and now into palm oil
Latest Ar shows its own over 240,000 acres of plantation lands
In Peninsular many are freehold and located near growing towns and cities
So how big is 240,000 acres?
About 500,000 old sq besi airport or Bandar Malaysia
Or more than the entire landmass of Spore at 180,000 acres
Bplant already unlocked over 22 sen dividend last two years
So we can expect more |
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| Stock: [SIMEPLT]: SIME DARBY PLANTATION BERHAD Mar 16, 2023 10:27 PM | Report Abuse Simeplant among world's biggest plantation land owners is very undervalue |
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| Stock: [FGV]: FGV HOLDINGS BERHAD Mar 16, 2023 10:26 PM | Report Abuse If Klk could offer Rm3.10 to take ijmplant private Felda should at least offer a better honest and decent takeover price for Fgv |
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS Mar 16, 2023 10:24 PM | Report Abuse With 63 sen cash in hand now Hs plant at Rm1.82 after less 63 sen cash is now selling at below Rm1.20
this debt free cash rich co is a tsunami shelter from crisis |
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| Stock: [SOP]: SARAWAK OIL PALMS BHD Mar 16, 2023 10:22 PM | Report Abuse Insiders /directors holding lots of Sop above Rm2.30
there is long term great value in Sop |
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| Stock: [TAANN]: TA ANN HOLDINGS BHD Mar 16, 2023 10:20 PM | Report Abuse Pang72
I see you talking nonsense here
Calvin certainly buy Taann
even Taann CEO is nibbling today |
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| Stock: [THPLANT]: TH PLANTATIONS BHD Mar 16, 2023 10:17 PM | Report Abuse Thplant is grossly oversold and deeply undervalue
if Ltat can suddenly take boustead private at 85.5 sen Thplant 73.5% owned by Tabung Haji is now offering great value |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 16, 2023 10:14 PM | Report Abuse We will not join syndicates as we know for sure already
90% of retail players will eventually lose money
as contrarian and value investors we will go where stocks are selling at value and unloved and overlooked by the market
Best time to buy is when others are selling in fear
Certainly we already know Jtiasa even with Cpo at current level above Rm3900 still doing very well
even in year 2019 when Cpo was Rm2200 Jtiasa is able to pare down lots of borrowings and now balance sheet is extremely healthy |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 16, 2023 10:07 PM | Report Abuse This fella talking nonsense
in year 2020 Tsh was Rm1.09
a price you can certainly get cheaper now as Tsh is on offer at only Rm1.03 |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 16, 2023 12:15 PM | Report Abuse Palm oil esp Tsh still in early days a turnaround earnings trend
For Tsh we can see its huge debt cleared by assets disposal and real earnings
From now Tsh is a debt free and cash rich entity plus owning real cash generating businesses like
Selling Ffb
Palm oil milling
Palm oil refinery
So from cash earned it is possible to follow Inno example in giving out good consistent dividends
And more. Tsh 94700 acres of lands in Nusantara are now in land boom appreciation time
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| Stock: [BPLANT]: BOUSTEAD PLANTATIONS BHD Mar 15, 2023 6:47 PM | Report Abuse Boustead after Ltat took it private with Rm700 millions cash will need to recoup it by selling assets of Bplant
We will see the unlocking of value as Bplant sits on lands still at old book value
these were bought at rock bottom prices more than 100 years ago since 1848 when Long Jaffar founded tin in Larut
Exciting value unlocking from Bplant will come more and more
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 15, 2023 6:40 PM | Report Abuse as for Jtiasa it has
206,000 acres palm oil
About 175,000 acres planted and maturing (rest are roads, mills and other building and structures
it has 1.9 Millions acres of forest concession lands or 11 times the size of Spore
so vast that Jtiasa need a helicopter to keep tracks of it's lands
As to the land titles
lands on pulau Bruit mostly tenanted
however Jtiasa has sizeable leasehold lands of value
and quite a good amount of lands converted to industrial titles
overall these lands also along pan Borneo highway and will go up in value
but Jtiasa has strong current earnings which now are at its best years
it is now a fast growing palm oil co after the early years of loan burden are now over soon |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 15, 2023 6:24 PM | Report Abuse I see Pang72 has come to the great safety of palm oil esp Jtiasa
Hold tight Pang72 as this time of weakness is only temporary
There will be ups and downs but the long term trend now will go up much higher |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 15, 2023 4:28 PM | Report Abuse Prudentinvestor
After selling off all glove stocks by End 2020 Calvin put all proceeds into Palm oil shares
These 2 years plus have seen ups and downs for palm oil share prices. But earnings have been great and dividends have been generous
It was a prudent move to have left gloves before they crashed into oblivion |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 15, 2023 10:11 AM | Report Abuse Just wait till May 2023 and Tsh will report these figures in the balance sheet
1. Rm302 Millions Cash received by Jan 18 2023 to be reported as
(about 21.9 sen cash per share)
profit estimate is 14 sen
and if things remain status quo in uniform earnings of 3.28 sen then the profit will be 17 sen more or less
Tsh will also be debt free and cash positive
savings on bank interest plus earn bank interest from surplus cash
Meanwhile over in Nusantara Tsh 94700 acres will see continual land price rising with ongoing rise of Nusantara the New Admin Capital of Indonesia
Stay invested longer term best
if can keep Tsh one year, 3 years, 5 years or 10 till 30 years then Tsh will see a golden windfall in Nusantara land boom just like the Land Boom in Putrajaya today
As Putrajaya was so will be Nusantara |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:25 PM | Report Abuse Swift
Sweeping
Very little time to escape
Not is not the time to go into reckless punting
stay very safe |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:24 PM | Report Abuse 3 Those that act fast to move away from over investment or cutback in excesses and those that go into a very defensive stance might also survive
the rest will be wiped out and become history |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:22 PM | Report Abuse 2. Recession proof companies with real liquid income will do ok |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:21 PM | Report Abuse Only these will do ok
1. Cash rich and asset rich company with no debt plus good income will do ok |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:20 PM | Report Abuse Stocks pumped up by hypes or stories without real earnings will also come down |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:19 PM | Report Abuse Highly indebted companies with high debts and little cash and little earnings will also crash |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:19 PM | Report Abuse The tech bubble will be pricked and hot air balloon will fizzles out then crash vertically |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:17 PM | Report Abuse The collapse of SVB bank is only the tip of the iceberg
more will fall in coming days, weeks and months like a house of cards falling like dominos
so now we must act fast before tsunami hit our shores by contagion |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:15 PM | Report Abuse So FED is raising interest rate with the hope of putting out the inflation fire
By so doing the bond market collapsed and caused the collapse of those banks with high exposure to bonds |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:13 PM | Report Abuse this real inflation of 16% to 18% is causing great hard ship for ordinary people
For fear of revolt or revolution FED is trying to bring down high inflation to ease the cost of living or else an uprising might happen |
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| Blog: HOW TO ESCAPE A FINANCIAL TSUNAMI by Calvin Tan (Reposted Article) Mar 14, 2023 9:11 PM | Report Abuse Now the man on the street which survived from FED hand outs suddenly face two dilemmas
1. No more free money from FED
2. And the results of so much "free or fiat or fake printed money " caused a spike of inflation as too much money in the system now chasing so few goods |
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