A COMING SUPERBULL RUN TIME FOR PALM OIL IS INEVITABLE AS CPO AT WORLD RECORD OVER RM5,000 A TON – Eagle Vision Invesment
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
https://www.eaglevisioninvest.com/a-coming-superbull-run-time-for-palm-oil-is-inevitable-for-these-reasons/
