A COMING SUPERBULL RUN TIME FOR PALM OIL IS INEVITABLE AS CPO AT WORLD RECORD OVER RM5,000 A TON
October 30, 2021 By Calvin Tan Smart Investment
Dear Friends who visit here,
They said, “Self praise is international disgrace”. For that we have refrained from boasting of our achievements the past two great bull run years of Malaysia.
2019 Was Oil & Gas Bull Run of Malaysia’s OGSE
When Petronas pumped Rm30 Billions capex for Maintenance Jobs which propelled stocks like Carimin, Uzma, Penery & Dayang from 100% to 500%. Under normal growth a Company gives 5% to 10% growth. Fast growth might give you 15% to 25%
Only Super normal CATALYST due to very high Crude Oil (As high as USD140) gave Petronas Out-sized Cash Inflow that Gave out RM30 BILLIONS For Upstream that Triggered that Bull run of 2019 (Now game over as Oil still below USD90
That year of 2019 we “CUTLOSS” painfully in many other less promising & even stocks with losses of 20% to 40% to go ALL IN OGSE
In was a very Sharp & Accurate Move then as We Made a Gross 100% profit for that year. After deducting from all Losses (form those under performance stocks which we decided to “CUTLOSS” and freed capital) We still made a “Net” 50% gain.
Very hilarating to know we could beat Peter Lynch of Magellan Fund at 29% & Warren Buffet’s Berkshire at 25%
Last Year Malaysia’s Super Bull (Once in A Century Event due to World Wide Coronavirus) we made An Astounding 400% from Medical Gloves & healthcare stocks – beating all others all over the world including Ark Invest of Cathie Wood at 100%
Our 400% beaten Ark Invest’s 100% by 4 Times!
Again this was the Extra Ordinary “CATALYST” from Covid 19 demand. Now with over production & Challenge from Thailand & China Fierce Competion Gloves are in Deep Trouble as it has no mode & no barrier to entry. So MUST SELL ALL GLOVES
What Now?
NOW IS PALM OIL
YES! PALM OIL
PALM OIL HAS MANY MANY CATALYSTS
Among them are Droughts, Floods, World Population Growth, Restriction of Land Conversion from Forest to new oil palm cultivation, Banning of further license for oil palm in both Malaysia & Indonesia, AND ABOVE ALL OTHERS – THE RISE OF BIODISEL REFINERIES DUE TO CLIMATE CHANGE (Only Oil Palms being 100% Bio (Life) Biology (Study of Life) & Biodisel
Power that derives from “LIFE” plants is 100% (YES ONE HUDRED PER CENT CLEAN & GREENEST ENERGY) on Planet earth. Solar used lots of Aluminium & glass which are NOT Biodegradable. So ULIMATELY PALM OIl being used as food in over 50% of Super Market products & BIODISEL will now TRIGGER A BULL RUN (while both OGSE & GLOVE Have only one short year of Bull Run — Palm oil might see Multi Years Bull Run. So prepare to INVEST NOW FOR THE LONG HAUL)
Next month November 2021 Malaysia Oil Palm Companies will Report Fantastic Results Again!
Based on these
July, August & September 2021 Cpo averaged Rm4,417 per Ton in price
Taking Thplant Cost of Cpo Production at Rm1,465 we calculate
Rm4,417 – Rm1,465
= Rm2,952
A Whopping 201% Profit
AND BEST IS YET TO COME!
Now in Oct 2021 CPO Has Reached as high as Rm5,400
If we take the Average of just Rm5,000
Every ton would have increased in price by
Rm5,000 – Rm4,417
= Rm583 Per Ton Extra without extra effort!
AND THIS TOGETHER WITH NOV & DEC MONTH Will Be Reported in Year 2022 February Results which will be Fantastic To Super Normal
People say CPO Prices Have Gone Up A lot But Prices of Oil Palm Companies Not Moving? So they Avoid?
Let Calvin give you these Two Vital Answers
Who Care about Stock Prices?
Warren Buffet Said buy a Stock which even if they Closed the Stock Market for the next ten years also not a problem.
No problem even if there is not stock quotation for the next ten years?
Yes! Behind every stock is a Real Company Selling goods or providing Services.
Take Coca Cola or Walmart for example: No stock price quotation does not matter as they Function Well Every Day
So Prices not moving up does not matter as LONG AS COMPANY IS DOING A ROARING BUSINESS & MONEY ROLLING IN LIKE NIAGARA FALLS!
Stock prices might not move. BUT CASH IS MOVING INTO COMPANIES OF OIL PALM SHARES. They will still be coming out as STREAMS OF HIGH DIVIDENDS, SPECIAL DIVIDENDS & FREE BONUS FREE WARRRANTS LATER
SECOND REASON
IF WE KNOW A COMPANY IS EARNING 200% TO 300% EXTRA While Its Stock Prices Still Not Moving We should SELL OTHER LESS PROMISING STOCKS & SWITCH EVEN MORE INTO OIL PALM SHARES
We should even “CUTLOSS” in others And Put More into Oil Palm Laggards
And These are the Top 9 Oil Palm Stocks. Top 7 all got over 200,000 Acres of Plantations
- TAANN (A very honest company)
- THPLANT (Deep Value)
- BPLANT (High Dividend)
- JAYA TIASA (Turnaround story)
- TSH RESOURCES (INSIDER BUYING)
- SOP (HIGH GROWTH. A MUST HAVE)
- FGV (CORNERED FOR PRIVATISATION)
- TDM (WELL BALANCED WITH HEALTHCARE)
- WTK (DEEP ASSET PLAY)
We expect to make from 50% to 200% Due to the Powerful CATALYST Of Palm oil both Food & Fuel (Green Fuel)
Just buy and hold for one year till October 2022 from now.
“SUSTAIN YOUR PATIENCE GREAT MOVEMENTS TAKE TIME TO DEVELOP”
Warm Regards
Calvin Tan
Please buy or sell after doing your own due diligence or consult any good Remiser/Fund Manages
Above are Malaysian Listed Oil Palm stocks
For Singapore
Bumitama
Goldenagri
Wilmar
Recent Posts
- When Palm OIl was At Its Peak of Rm4,000 It created Many Billionaires now Palm oil is above Rm6,000 per ton will we see more Billionaires? Calvin Tan April 8, 2022
- PALM OIL JEWEL: TSH RESOURCES(KLSE: 9059) WITH EARNINGS VISIBILITY & GREAT CERTAINTY WE CAN CLEARLY SEE AHEAD, Calvin Tan March 14, 2022
- PALM OIL STOCKS: THE SUPERSTARS OF YEAR 2022 (Forget all others. Just pile into Palm oil Full Force) January 8, 2022
- HANDAL MESSIAH: HE SHALL REIGN FOREVER AND EVER December 25, 2021
- THPLANT – A candidate for privatization? November 29, 2021
- A COMING SUPERBULL RUN TIME FOR PALM OIL IS INEVITABLE AS CPO AT WORLD RECORD OVER RM5,000 A TON October 30, 2021
- TAANN (5012) 10 YEARS PRICES (LOWEST & HIGHEST PRICES) EPS & DIVIDENDS FROM 2005 to 2015, From STOCK PERFORMANCE GUIDE Calvin Tan September 10, 2021
- SARAWAK OIL PALM (5126) Why is it in Calvin Tan Research’s Investment Radar? Top 5 Factors You Should Know About SOP Great Potential September 9, 2021
- TSH (9059) TSH now stands for “TELLING SECRET HAPPPILY” What Secrets? Lots of hidden potential, Calvin Tan Research May 21, 2021
- THPLANT (5112) A Look at its Grossly Undervalue Assets & Increasingly Bright Prospects, Calvin Tan Research April 21, 2021
- GREAT SUCESSFUL INVESTMENTS YEAR 2019: OGSE BULL RUN THEME; 2020 MEDICAL GLOVE SUPERBULL THEME: 2021 IS PALM OIL CPO BULL RUN THEME December 31, 2020
- LOOKS LIKE PALM OIL GOING INTO A BULL TREND DUE TO LA LINA AGAIN IN 2020/21 November 24, 2020
- AFTER MEDICAL GLOVE BULL RUN THE NEXT UPCOMING BULL THEME IS PALM OIL November 1, 2020
- 1993 WAS ASIAN TIGER BULLRUN, 2020 IS HEALTH CARE BULL RUN BY COVID 19, GLOVE, FACEMASK & NOW SANITIZER IN NYLEX & ANCOM, Calvin Tan Research May 14, 2020
- PROLEXUS (8966) ProXmask: The ProActive High Quality FACE MASK product of Prolexus that excels , Calvin Tan Research May 6, 2020
- MTAG (0213) MTAG (0231) ANOTHER GLOVES, FACE MASKS & RESPIRATORS DISTRIBUTORS, Calvin Tan Research April 27, 2020
- QUESTION & ANSWERS FOR LUXCHEM April 17, 2020
- PM’s speech on Prihatin Economic Stimulus Package (NFCP FIBERISATION IS ON!!) Calvin Tan Research March 29, 2020
- NETX (0020) INSATIABLE BUYING BY NETX STAFF SHOWS IMMENSE POTENTIAL February 14, 2020
- T7 GLOBAL VERSUS CARIMIN, , UZMA, PENERGY, & DAYANG (Compare & Contrast) Calvin Tan Research January 17, 2020
- TELEKOM TENDERS: SOME POSSIBLE WINNERS, Calvin Tan Research December 29, 2019
- BUY NETX, OPCOM, REDTONE & CMSB (SACOFA) FOR MULTI YEARS BULL RUN IN NFCP STOCKS SOON, Calvin Tan Research November 27, 2019
- T7 WINNING SUBSEA JOBS WILL BE ANOTHER PENERGY FOR TOPSIDE November 22, 2019
- NAIM FIRED UP ON ALL 4 ENGINES BUT CMSB(2852) HAS 7 SEVEN ENGINES OF GROWTH, Calvin Tan Research 22 Nov November 22, 2019
- TOP 10 REASONS WHY NETX IS NOW THE BEST BUY FOR NFCP JUST AS VELESTO WAS FOR OGSE November 17, 2019
- TOP UNDERVALUE SHARES TO BUY NOW FOR 2020 BULL RUN TIME November 16, 2019
- CMSB (2852) OWNER OF KENANGA INVESTMENT BANK , CEMENT MONOPOLY, FIBER OPTIC TOWER MONOPOLY IN SARAWAK November 12, 2019
- THIS IS NOW THE BEST TIME TO DEPLOY MONEY FULLY INTO THE COMING BULL YEAR OF 2020, Calvin Tan Research November 11, 2019
- PLEASE WHATASPP CALVIN TAN AT 019-3384010 Or 014-6101668 FOR NEXT POST November 9, 2019
- NETX MISSION STATEMENT November 9, 2019
- NETX IN CHUN CHUN INTO e-KYC October 30, 2019
- SELL UZMA. SELL CARIMIN. BUY OPCOM, REDTONE, NETX & OTHERS October 28, 2019
- 9th M’sia Plan Top Budget Allocation For Infrar Powered Up Cement So 12 MP For NFCP Powers up Opcom, Redtone & Netx, Calvin Tan October 27, 2019
- WHY IS ASIABIO BUYING ONLY NETX AND NOT DGB, MLAB, XOX, VSOLAR FINTEC & OTHERS? Calvin Tan Research October 26, 2019
- ASIAOBIO BOSS BUYING SO MUCH NETX OVER ALL OTHERS SHOW GREAT POTENTIAL, Calvin Tan Research October 26, 2019
- DIRECTORS/INSIDERS STRONG BUYING SHOWS NFCP BULL RUN VERY SOON, Calvin Tan Research October 21, 2019
- MUI PROPERTY (3913) HIGH VALUE STOCK WITH POWERFUL GROWTH CATALYST, Calvin Tan Research October 18, 2019
- TOP 10 REASONS TO BUY REDTONE (0032) BENEFICIARY OF NFCP OR NATIONWIDE FIBERISATION, Calvin Tan Research October 2, 2019
- NETX HAS A 70/30 FIGHTING CHANCE TO SURVIVE AND DO WELL IN THE DIGITAL ECONOMY, Calvin Tan Research September 25, 2019
- SCOMIES, OPCOM & NETX September 23, 2019
- SCOMI ENERGY (7045) THE HIDDEN GEM IN O&G BULL RUN September 19, 2019
- OPCOM (0035) OPTIMAL OPTIC COMPANY : THE SUPER-STOCK OF THE DIGITAL ECONOMY, Calvin Tan Research September 16, 2019
- BUY UZMA (7250) AT 62 SEN. TARGET PRICE RM1.20 August 12, 2019
- BUY TA ENTERPRIZE FOR ITS 4.1 SEN DIVIDEND (ABOUT 6% YIELD WHICH IS TWICE THAT OF BANK FD RATE) June 15, 2019
- LAFARGE CEMENT UP 100% FROM RM2.25 TO RM4.50 TODAY. TIME TO BUY MASTEEL (5098) AS IT IS A LAGGARD June 14, 2019
- TESTIMONY OF YTL TO THE POWER OF PROVIDENCE June 8, 2019
- DOLOMITE(5835) UP 143% DUE TO ASSET SALE WILL ASB(1481) GO UP LIKEWISE BY ASSET SALE? June 7, 2019
- INVESTMENT NEWS FOR JUNE 2019 BY EAGLE VISION June 6, 2019
- A LOOK AT PETRONAS LATEST GOOD QUARTER RESULT OF 9% EARNINGS GROWTH, Calvin Tan Research June 1, 2019
- OIL & GAS BULL PAUSE. AFTER THIS POOR QUARTER RESULT DUE TO MONSOON O&G BULL RUN WILL RESUME, Calvin Tan Research May 26, 2019
Archives
- April 2022
- March 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- May 2021
- April 2021
- December 2020
- November 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- August 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015