And lands appreciate in value over time

In contrast oil and gas co which owns oil rigs and oil platform start rusting in the sea from day one
The longer they are kept the further they depreciate in value. So are airplanes, ships, computers, cars and all things losing their fashions once made and can go obsolete

Palm oil is the same and never go out of fashion

While others sitting on depreciating assets palm oil lands appreciate in value over time

The assets of palm oil shares are freehold lands or leasehold which can be renewed

These agricultural can go up in value in the direction of growth

As such it can be converted to industries, residences, offices, hospitals, petrol stations, shopping malls, airports and others

Land in indestructible

A forest fire cannot destroy land

Even hiroshima and nagasaki which suffered atomic bombing are thriving today

2. Sell palm oil estates to be converted to industries

Tsh selling Bulugan Regency lands for Rm731. 09 milions cash and expect a nice profit of 31 sen per share

First was palm oil to palm oil
That is.... Growing of plants

Then selling palm oil to industries
From growing plants to manufacturing goods
All kinds of goods that have more added value to life

After that will be

3. Sell palm oil estates to be converted to new Townships

The value chain goes up

From plants to goods to human beings

A new Township like Shenzhen drew in 11 million people from all over China

Residences, offices, shopping malls springing up

So value increases more and more

Buy land for they don't make them anymore
---Mark Twain

It first started as raw lands from forest clearing

Then to palm oil

Over the years demand increased

1. Sell palm oil lands to other palm oil planters.
Tsh sold Sabah lands for Rm248 millions cash and earned 7.56 sen profit a share

Tmakmur value add to its Palm oil Estates by Rearing Animals there to increase value

TSH also add value by using Palm waste as Biomass to generate green energy

See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2016-01-04-story-h53463086-TANAH_MAKMUR_LAND_OF_PROSPERITY_Part_2


https://klse.i3investor.com/web/stock/overview/5251

TSH ANNUAL REPORT STATES IT OWNS 94700 ACRES OF LANDS IN KUTAI/NUSANTARA

BOOK VALUE AS LOW AS 13 SEN PSF

THESE ARE THE CURRENT PRICES

According to them, the surrounding market value as below:-
2nd road/2nd tier = RM7.00psf - RM14.00psf
main road/1st tier = RM27.80psf - RM41.80psf


Road Frontage land now priced from Rm27.80 psf to Rm41.80
For interior lands as low as Rm7.00 psf

Of course these refer to converted/divided commercial lands

Since TSH lands still under agriculture

Assuming we only give it just Rm1.00 psf

What is the Value?

94700 acres convert to sq ft mutliply acres by 43,560

= Rm4,125,132,000

That is Rm4.1 Billions

How much per share?

Rm2.83

This is about 2.6X current share price of TSH

Is this the reason Director Kelvin Tan Aik Pen buying TSH non stop?

TAN AIK PEN 01-Jul-2022 Acquired 500,000 - View Detail
TAN AIK PEN 30-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 29-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 28-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 27-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 24-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 23-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 22-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 21-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 20-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 17-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 16-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 15-Jun-2022 Acquired 500,000 - View Detail
TAN AIK PEN 14-Jun-2022 Acquired 500,000

https://www.straitstimes.com/asia/se-asia/indonesia-says-foxconn-may-invest-in-projects-for-new-capital

TSH is so similar to IjmPlant

KLK Took IjmPlant private at Rm3.10

By same yardstick TSH should be worth Rm2.00 to Rm2.10

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

https://www.cnbcindonesia.com/news/20220605152714-4-344485/ibu-kota-baru-buka-banyak-lowongan-kerja-butuh-200000-orang

https://www.youtube.com/watch?v=NnBKN29lmaE

Wilmar P/E 10.17 with soft commodities in bull run is cheap

why assign P/e 40 to 50 for Tech and overlooked palm oil?

best now sell Lofty bloated Tech and buy defensive palm oil for utmost safety

Goldenagri p/e only 5.84 is cheap

golden Agri has 7 refineries will benefit from lower feedstock cost

plus it has operations in Nigeria

so Goldenagri is now oversold and now a bargain

The next story is palm oil SUPERBULL RUN LASTING SEVERAL YEARS AND MINTING NEW BILLIONAIRES

Yesterday bumitama gave 3.3 sen dividend

Goldenagri will be giving dividend by 5th May 2022

https://medium.com/nico-s-ideas/the-story-of-peter-lim-from-waiter-to-billionaire-thanks-to-palm-oil-a4f74aebbb2a#:~:text=In%202010%2C%20Peter%20Lim%20collected,oil%20all%20over%20the%20world.

The Story Of Peter Lim. From Waiter To Billionaire Thanks To Palm Oil.

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-04-07-story-h1621334558-The_Story_Of_Peter_Lim_From_Waiter_To_Billionaire_Thanks_To_Palm_Oil

FANTASTIC CONFIDENCE

DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS)

HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64

THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE)

TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH

Final decision is yours

See

https://klse.i3investor.com/web/insider/detail/D_164991_3044377266

FANTASTIC CONFIDENCE

DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS)

HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64

THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE)

TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH

Final decision is yours

See

https://klse.i3investor.com/web/insider/detail/D_164991_3044377266

Wilmar trading at P/E 11 with good dividend should now be re-rated to P/E 25 and should reach $10.00 in this ONCE A CENTURY PALM OIL SUPERBULL

Why assign frothy 40 to 60 P/E to Bloated Tech stocks with little earnings and zero dividends ??

Should upgrade Palm oil again as the Time has Returned for Palm Oil in Strong Earning Trend

Analysts have upgraded both Wilmar and Bumitama to higher target prices

Goldenagri has more than two times the planted acreages of both Wilmar and Bumitama

At 1.32 million acres Goldenagri is world number two after Sime Darby plant at 3.3 million acres

1.32 million acres is 7.3 times the landmass of Singapore at 180,000 acres

Goldenagri also got 7 refineries

DBS is wise to rerate Bumitama higher at Rm1.00 target price (better than Rhb at 90 sen )

One Malaysian palm oil laggard called Ioi corp is in top 2nd holder of Bumitama with 31.4% of Bumitama shares

while Bumitama is up 65% from its low of 44 sen Ioi corp is still relatively much cheaper

Ioi corp has 432,000 acres while Bumitama has over 400,000 acres

Goldenagri with over 1 million acres palm oil plus 7 refineries should also be upgraded as well

WALTON INTERNATIONAL IS IN TOP 11 OF TSH WITH 38 MILLION TSH SHARES

https://www.youtube.com/watch?v=JpfEQONZEPY

WORLD RUNNING OUT OF SUNFLOWER OIL WILL NOW TURN TO PALM OIL AS A LAST RESORT

https://www.iamexpat.nl/lifestyle/lifestyle-news/dutch-sunflower-oil-supply-could-run-out-just-four-weeks

WORLD RUNNING OUT OF SUNFLOWER OIL WILL NOW TURN TO PALM OIL

BUMITAMA WITH OVER 400,000 ACRES PALM OIL (TWICE THE SIZE OF SINGAPORE 180.000 ACRES) WILL BENEFIT

https://www.iamexpat.nl/lifestyle/lifestyle-news/dutch-sunflower-oil-supply-could-run-out-just-four-weeks

https://www.youtube.com/watch?v=g3SSXBOlDgY

https://voi.id/en/news/125577/seven-important-points-after-the-ikn-bill-officially-becomes-law

WALTON INTERNAL IS IN TOP 30 HOLDERS OF TSH
IT HAS MORE THAN 38 MILLION SHARES OF TSH

See
https://www.youtube.com/watch?v=dLIDLT3XKro

TSH RESOURCES (9059) PALM OIL JEWEL: SOME INTERESTING FACTS ABOUT TSH RESOURCES YOU SHOULD KNOW, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-03-02-story-h1599407542-PALM_OIL_JEWEL_SOME_INTERESTING_FACTS_ABOUT_TSH_RESOURCES_YOU_SHOULD_KN

Indonesia names new capital Nusantara, replacing Jakarta | Parliament passes legal framework | WION

https://www.youtube.com/watch?v=NnBKN29lmaE

See lands for Sale in Kutai Regency, East Kalimantan

https://www.olx.co.id/kutai-kartanegara-kab_g4000243/tanah_c4827

DIRECTOR LIM FOOK HIN OWNS 2 MILLION SHARES OF TSH (NONE INNO)

HE WAS THE ONE WHO STARTED INNOPLANT PLANTATION IN YEAR 2007

Listen to his Valuable Insight

https://www.youtube.com/watch?v=PDMUaI8-ILI

bumitama good

goldenagri dividend excellent

since Indonesia requires 20% of palm oil for domestic use Goldenagri stands to gain as it has lots of palm oil refineries and can now get cheaper feed stocks

Excellent result and 5.5% dividend

Excellent result !

Profit up a whopping 80%

With Ukraine export of sunflower seed oil impacted Palm oil prices will remain highly elevated

Fantastic earning trend for bumitama as well as all palm oil companies like never before

Today bumitama touched 60 sen finally

Feb 2022 results should be great

May 2022 results should also be fantastic

With Canada canola oil failure last summer plus weather problem in South America impacting soybean plus flood hampering ffb harvest in Malaysia the world is short of all Vege oil

A powerful bull run for palm oil should last at least till End 2022

With rise of biodisel refinery in USA palm oil prices will stay elevated longer

After 124 years producing Fuel from Crude OIl Philip 66 now turning to Biodisel for Energy fuel

Many in USA are following Philip 66 in going into Renewable Energy of Biodisel

Soybean not enough

See

https://www.youtube.com/watch?v=Yj637Lah9bw

Lots of Palm oil, Soyoil & Canola oil will be needed as World turning to biofuel

https://www.youtube.com/watch?v=_eKg7UbetOs

Very dry in Argentina & Too much rain in Brazil destroy soybean & corn

https://www.youtube.com/watch?v=A2EmFMCUOss

https://www.cbc.ca/news/canada/manitoba/crop-yield-stats-canada-1.6284026

https://www.eaglevisioninvest.com/the-importance-of-diversification-ca...

Palm oil survived The Crash of 1997/8 & did very well

See

3) Mr. Liew of HELANG CAMAR hailed from Sabah. He started his Used Car Dealership in KL before the Asian Financial Crisis of 1997/98. His Used Car Business thrived in 1993-early 1997. He told me he still have half of his capital tied in the Oil Palm Plantation Lands in Sabah. He wanted to sell off his Plantation and put all the capital into the booming Car Business. I advised him not to do it.

Then The Asian Financial Crisis Struck in End 1997. He told me his accumulated profits for 3 years were wiped out within 3 short months. And he is staring at further losses from Unsold Stock of Cars. However, his Oil Palm Fruit Bunches were fetching good prices. So his losses were cushioned by the Booming Palm Oil Prices.

https://www.spglobal.com/platts/en/market-insights/latest-news/oil/043021-phillips-66-starts-up-first-renewable-diesel-unit-at-rodeo-refinery

https://www.farmonline.com.au/story/7520069/flood-heartbreak-for-central-nsw-farmers/

https://www.bignewsnetwork.com/news/270239125/canadian-farmers-face-failure-of-canola-wheat-crops

OIL PALMS VERSUS SOYBEAN & CANOLA (ALSO CALLED RAPESEED): COMPARE AND CONTRAST THEIR BIOLOGY & ECONOMY, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-11-13-story-h1593815452-OIL_PALMS_VERSUS_SOYBEAN_CANOLA_ALSO_CALLED_RAPESEED_COMPARE_AND_CONTRA.jsp

OIL PALMS VERSUS SOYBEAN & CANOLA (ALSO CALLED RAPESEED): COMPARE AND CONTRAST THEIR BIOLOGY & ECONOMY, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-11-13-story-h1593815452-OIL_PALMS_VERSUS_SOYBEAN_CANOLA_ALSO_CALLED_RAPESEED_COMPARE_AND_CONTRA.jsp

THESE ARE THE SUPERSTOCKS OF MALAYSIA'S OIL PALM LAGGARDS

MID TIER

SOP (SARAWAK OIL PALM)
TAANN
TSH RESOURCES

3RD LINERS

THPLANT
JTIASA
BPLANT

ASSET PLAY OIL PALM

FGV
TDM
WTK

Bumi Tama


Compound of two words

Bumi which means "earth"

Tama is "right or true"

Which is what the Bible describes in the Book of Ecclesiastes

"The earth abideth forever"

So hopefully this company which means

True or right earth will last as long as the sun endures

With over 400,000 acres of lands planted with oil palms its intrinsic value is immense in a time of money printing

Why people chase Bitcoin to protect value when it does not generate value nor produce palm oil like earth and lands

Superbull earnings of palm oil

Today Ffb is Rm1,040

Cost of production is Rm250

Profit a whopping Rm790

Last time profit only Rm50 to Rm100 per ton

Imagine the explosive profits like never ever before

Nov 2021 Fcpo now crossed Rm5300 into new world record

once in a century super outsized earnings for all palm oil companies like never before