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calvintaneng
53164 posts

Posted by calvintaneng > Feb 23, 2023 10:32 PM | Report Abuse

https://tradingeconomics.com/commodity/palm-oil

Click on 25Y or All button to see full history of Palm Oil

CPO all time high was Rm4000 in year 2008

Lately prices spiked past Rm6000 & now still very good above Rm4200 a ton

This is reason to stay bullish


calvintaneng
53164 posts

Posted by calvintaneng > Feb 23, 2023 10:40 PM | Report Abuse

While Cpo prices are rebounding Nitrogen Fertilizer from Natural Gas has dropped by more than 75% from USD10.00 to below USD2.50

SEE AND STUDY VERY VERY CAREFULLY BY CLICKING ON ALL BUTTON TO "SEE"

https://tradingeconomics.com/commodity/natural-gas


calvintaneng
53164 posts

Posted by calvintaneng > Feb 23, 2023 11:17 PM | Report Abuse

After Indonesia banned export of Nickel, Bauxide (aluminium) & copper

Do not be surprised it will also ban Palm oil export as well

https://www.mondaq.com/mining/1283832/indonesias-ongoing-strategy-to-ban-the-exportation-of-raw-minerals-jokowi-to-ban-the-exportation-of-copper-following-nickel-and-bauxite#:~:text=President%20Joko%20Widodo%20had%20previously,be%20effective%20by%20June%202023.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
12712 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Feb 24, 2023 7:08 AM | Report Abuse

calvintaneng is all over the place. Just look at his haphazard promotions. Ridiculously unintelligent.


Sslee
4580 posts

Posted by Sslee > Feb 24, 2023 7:30 AM | Report Abuse

https://gapki.id/en/news/22601/palm-oil-industrys-performance-in-2022


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
12712 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Feb 24, 2023 8:00 AM | Report Abuse

The year 2022 in Indonesia was marked by unusual incidents which include extreme wet weather, surging cases of Covid-19 in February, the outbreak of Russia – Ukraine war in February, very high prices of vegetable oils that include palm oil, very high prices of oil, government’s palm oil export ban during 28 April – 23 May, high prices of fertilizers and very low realization of replanting program for smallholders (PSR).


1. Local consumption in 2022 reached 20.968 million tons, which was higher than that in 2021 at 18.422 million tons. The consumption was dominated by food industries at 9.941 million tons, which was higher than that in 2021 at 8.954 million tons and higher than that in 2019 before pandemic at 9.860 million tons.

2. The consumption for oleo-chemical industry reached 2.185 million tons, which was 2.8% higher than that in 2021 at 2.126 million tons. It was much lower than the increase of consumption during 2019-2020 at 25.4% and period of 2018- 2019 at 60% which was suspected to have been caused by the Covid-19 pandemic.

3. The consumption for biodiesel in 2022 reached 8.842 million tons which was higher than the consumption in 2021 at 7.342 million tons.

4. The exports in 2022 reached 30.803 million tons, which were lower than that in 2021 at 33.674 million tons, and it was the fourth consecutive year that saw export drop from year to year. The export value in 2022 reached US$39.28 billion (CPO, processed and derivative), higher than that in 2021 at US$35.5 billion. It was caused by the fact that the price
of palm oil products in 2022 was higher than that in 2021. Ten destination countries of Indonesian palm oil exports are China, India, USA, Pakistan, Malaysia, Netherlands, Bangladesh, Egypt, Russia and Italy. The USA rating as palm oil importer rose from fifth in 2020 to third in 2022.




With the realization of production, local consumption and exports mentioned above, then the local stock of palm oil is estimated to reach 3.658 million tons. Based on the growth rate of production and consumption, all those problems hindering the production increase should be tackled soon. The condition that has affected the palm oil industry during 2022 is predicted to continue affecting the performance of palm oil industry in 2023. Production is projected to remain stagnant, while the domestic consumption is projected to rise due to the implementation of the mandatory B35 program since 01 February 2023.


calvintaneng
53164 posts

Posted by calvintaneng > Feb 24, 2023 8:29 AM | Report Abuse

Thanks to SSLee for posting exact figures for year 2022 Indonesia total production to be only 46 plus millions

And for 5 long years only extra 600,000 hectares of palm oil lands were planted which means only 120,000 hectares were planted per year in Indinesia
Looks like Palm oil will one day be as scarce as tin mines in Malaysia leading to higher and higher prices

While palm oil planting is SO LIMITED the population of the world has been growing by 80 million per year (1% growth of new babies out of 8 billion total world population)

And 5 years figure will be 80 million babies x 5 years = 400 million extra mouths to feed which is more than the population of USA(330 million)

Palm oil is in complete opposite of glove

While supply of gloves now in total glut due go China GROSS OVERPRODUCTION

Palm oil will see EVER INCREASING DEMAND

The Verdict?

A no brainer to buy and hold palm oil shares!


SEE_Research
4566 posts

Posted by SEE_Research > Feb 24, 2023 12:52 PM |

Post removed. Why?


SEE_Research
4566 posts

Posted by SEE_Research > Feb 24, 2023 1:04 PM |

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SEE_Research
4566 posts

Posted by SEE_Research > Feb 24, 2023 1:33 PM |

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calvintaneng
53164 posts

Posted by calvintaneng > Feb 24, 2023 3:10 PM | Report Abuse

Fcpo now real time Rm4260
Ramadhan in April 2023 will see firm demand going up higher



SEE_Research
4566 posts

Posted by SEE_Research > Feb 24, 2023 9:18 PM |

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calvintaneng
53164 posts

Posted by calvintaneng > Feb 25, 2023 9:41 AM | Report Abuse

Happy Saturday Morning to all who visit here

Calvin thank all who made this a top post in i3 forum for now

I hope what is shared will be helpful and fruitful for all dear fraternity of investors

Tsh just reported a 3.28 sen profit after the excellent 18.7 sen profit

those who did a surface reading were disappointed and sold

But Calvin took opportunity to buy more. Eagle group who first got the info also bought

that was why after Tsh dropped from Rm1.07 to Rm1.02 it rebounded up to close at Rm1.06

Here Calvin will share more about Tsh


calvintaneng
53164 posts

Posted by calvintaneng > Feb 25, 2023 9:43 AM | Report Abuse

Please go see Tsh latest qtr results and comments

1. This qtr Tsh reported Rm52 millions pax (profit after tax)
which translates to 3.28 sen profit


calvintaneng
53164 posts

Posted by calvintaneng > Feb 25, 2023 9:48 AM | Report Abuse

Debt now Rm560 millions while Tsh cash is Rm375 millions

that leaves Rm185 millions

but do read the balance sheet again more carefully

it stated that by Dec 31 2022 Tsh has received Rm428.8 millions cash (partial payment ) from Rm731.09 millions of Bulugan land sold

that means Rm302 millions yet to be reported as this sum only came in On January 2023 and too late to be included in Oct - Dec 2022 qtr reporting (so it will only appear in May 2023 financial results of Tsh


calvintaneng
53164 posts

Posted by calvintaneng > Feb 25, 2023 9:55 AM | Report Abuse

So as of now Tsh is already debt free and cash rich with Rm117 millions cash surplus due to cash received but not yet official reported Rm302 millions minus Rm185 mil ( residual loan)

Thus Tsh May 2023 will report about 21 sen extra cash of which 13.12 sen is profit

if Tsh perform uniformly with just 3.28 sen normal profit from operation at 3.28 sen

then the total profit projected for May 2023 will be

16.46 sen
(13.12 sen profit plus 3.28 sen from operations)

Remember

16.46 sen is estimate and actual profit can only be known by May 2023 depending on other factors

Calvin thinks Tsh now has a bright future as twice Tsh Management gave sanguine views by saying they are "optimistic"


value_seeker
534 posts

Posted by value_seeker > Feb 25, 2023 12:57 PM | Report Abuse

Very good. We are in good hand.


DickyMe
14320 posts

Posted by DickyMe > Feb 25, 2023 10:14 PM | Report Abuse

Only BULL, investors are noticing is Calvin's BULL-crapp.


SEE_Research
4566 posts

Posted by SEE_Research > Feb 25, 2023 10:25 PM |

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calvintaneng
53164 posts

Posted by calvintaneng > Feb 25, 2023 10:30 PM | Report Abuse

Qtr results of Palm oil shares are good to excellent!


SEE_Research
4566 posts

Posted by SEE_Research > Feb 27, 2023 3:04 PM |

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SEE_Research
4566 posts

Posted by SEE_Research > Mar 1, 2023 10:25 AM |

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SEE_Research
4566 posts

Posted by SEE_Research > Mar 1, 2023 12:19 PM |

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SEE_Research
4566 posts

Posted by SEE_Research > Mar 1, 2023 3:14 PM |

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SEE_Research
4566 posts

Posted by SEE_Research > Mar 1, 2023 4:28 PM |

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SEE_Research
4566 posts

Posted by SEE_Research > Mar 1, 2023 5:41 PM |

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doba1968
1 post

Posted by doba1968 > Mar 1, 2023 6:26 PM | Report Abuse

Symptoms of thyroid dysfunction are non-specific and extremely prevalent in the general population. This, along with a growing body of information available to patients via the lay press and internet suggesting that traditional thyroid function testing is not reliable, has fostered some degree of patient mistrust. Increasingly, when a physician informs a patient that their thyroid is not the cause of their symptoms, the patient is dissatisfied and even angry. https://vampire-survivors.io This review aims to clarify the interpretation of normal and mild abnormalities of thyroid function tests by describing pituitary-thyroid physiology and through an in depth review of, arguably, the three most important biochemical tests of thyroid function: TSH, free T4, and anti-TPO antibodies. It is important for primary care providers to have an understanding of the shortcomings and proper interpretation of these tests to be better able to discuss thyroid function with their patients.


calvintaneng
53164 posts

Posted by calvintaneng > Mar 2, 2023 10:02 PM |

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calvintaneng
53164 posts

Posted by calvintaneng > Mar 2, 2023 10:10 PM | Report Abuse

I3investor Community Standards
I3investor allows investors around the world to publish their own stories, ideas, tips and comments. The conversation that happens on I3investor - and the opinions expressed here - mirror the diversity of the people using I3investor.

To balance the needs and interests of a various investors, I3investor protects comments and posts that meet the community standards outlined on this page.

Please review these standards. They will help you understand what type of comments and posts are acceptable, and what type of content may be reported and removed.

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calvintaneng
53164 posts

Posted by calvintaneng > Mar 2, 2023 10:37 PM | Report Abuse

I3investor Community Standards
I3investor allows investors around the world to publish their own stories, ideas, tips and comments. The conversation that happens on I3investor - and the opinions expressed here - mirror the diversity of the people using I3investor.

To balance the needs and interests of a various investors, I3investor protects comments and posts that meet the community standards outlined on this page.

Please review these standards. They will help you understand what type of comments and posts are acceptable, and what type of content may be reported and removed.

Violence and Threats
Safety is our top priority. You may not credibly threaten to harm others, or organize acts of real-world violence. We remove content and may escalate to law enforcement when we perceive a genuine risk of physical harm, or a direct threat to public safety. We also prohibit promoting, planning or celebrating any of your actions if they have, or could, result in financial harm to others, including theft and vandalism.

Self-Harm
I3investor takes threats of self-harm very seriously. We remove any promotion or encouragement of self-mutilation, eating disorders, hard drug abuse or suicide.

Bullying and Harassment
I3investor does not tolerate bullying or harassment. We allow users to speak freely on matters and people of public interest, but take action on all reports of abusive behavior directed at private individuals. Repeatedly targeting other users with offensive comments or messages is a form of harassment.

Hate Speech
I3investor does not permit hate speech. While we encourage you to challenge ideas, institutions, events, and practices, it is a serious violation to attack a person based on their race, ethnicity, national origin, religion, sex, gender, sexual orientation, disability or medical condition.


Johnchew5
10178 posts

Posted by Johnchew5 > Mar 2, 2023 11:14 PM |

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Johnchew5
10178 posts

Posted by Johnchew5 > Mar 2, 2023 11:15 PM |

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SEE_Research
4566 posts

Posted by SEE_Research > Mar 8, 2023 11:56 AM | Report Abuse

Posted by TreeTopView > 4 days ago | Report Abuse

In closing, so that investors are aware of the facts, at NO TIME did KLK's Tan Sri Lee Oi Hian state that he had concerns or was aware about any introduction of a windfall tax for palm oil companies.

Others may want to cite this information as rumour, however I'd consider their motives VERY dubious and possibly actionable.

The end.


SEE_Research
4566 posts

Posted by SEE_Research > Mar 8, 2023 12:00 PM |

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