Dear friends of i3 Forum,
Here are some facts about TSH Resources
1) TSH RESOURCES IS ONE COMPANY WITH 9 BUSINESSES
See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-17-story-h1569795039-TSH_RESOURCES_ONE_COMPANY_WITH_9_BUSINESSES_The_Most_Overlooked_Undeman
2) TSH RESOURCES HAS THE HIGHEST INSIDER BUYING BY DIRECTORS
In year 2022/3 TSH DIRECTORS BOUGHT LIKE NEVER BEFORE
Director Kelvin Tan Aik Pen bought and bought TSH till he now got 340 Million Tsh shares
He bought as high as Rm1.79 and then collected more as price retraced
Director Tan Aik Yong bought 16 million Tsh shares at average cost of Rm1.643 to make it over 5% holdings
Director Lim Fook Hin bought 500,000 TSH at about Rm1.10 to make it 2.1 Milion shares
Above Directors have many years of experience in Palm Oil Business
What did they see ahead of Tsh Resources to to bought so much?
3) TSH RESOUCES Net Debt was Rm1.46 Bilions in year 2017/8
Latest Net Debt pared down to below Rm100 Millions only
This will save on Bank Int cost
Plus in few more qtrs TSH will be debt free and can follow INNOPRISE PLANT in giving constant dividend streams
4) TSH Resources Final Tranche of Bulugan Land Sold Rm273 Millions expected to come in by 4th July 2024
When Cash is received it will be about 18 sen
5) TSH from year 2024 will see further pare down of borrowings due to high PAX (Profit After Tax)
The Trend is Set
First Rm1.46 Billions borrowings, then debt pared down below Rm1 Billions
Finally by selling Sabah & Bulugan lands its debt further pared down below Rm100 millions
6) CPO now over Rm3,600 to Rm4,200 range very good for TSH as its cost of operation only Rm2,000 to Rm2,200 per ton
Plus high CPO prices augur well for TSH as well as all Palm Oil Listed Companies
7) Best of all TSH RESOURCES has 94,700 Acres of Palm Oil lands located in IKN NUSANTARA the NEW ADMIN CAPITAL OF INDONESIA
Its book Value as low as Rm5,000 per acre bought in year 2008 (15 years ago) With New Found Optimist by the Change pf name to IKN NUSANTARA TSH Land prices have now gone up many times
So TSH has good earnings & high Undervalue Assets
The best combination of VALUE & GROWTH
Kindest regards
Calvin Tan
Please buy/sell after doing your own due diligence or consult your Remisier/Fund Manager
Further Note
Palm oil prices are trending higher
See Chart
PLUS PRICES OF CPO EXPECTED TO BE WELL SUPPORTED DUE TO USA TURNING TO SOYBEAN OIL IMPORT AS BIOFUEL
INDONESIA, TOO, IS NOW TURNING B30 TO B35
By the Time Indonesia implement B100 it would have taken up 70% of Indonesia CPO production - leaving 30% for Domestic Comsuption as Cooking Oil And Little for Export
AS DEMAND OVERTAKES SUPPLIES PRICES BOUND TO GO UP MUCH HIGHER
SABAH GOVT APPOINTED TSH BOD TO MANAGE INNOPRISE PLANT IN YEAR 2007
INNO IS THE MOST SUCCESSFUL GOVT LINKED GLC IN MALAYSIA
Take a look at the Inworkings of INNO
https://www.youtube.com/watch?v=PDMUaI8-ILI
Created by calvintaneng | Dec 30, 2024
Created by calvintaneng | Dec 06, 2024
Created by calvintaneng | Jun 25, 2024
USA now Net Importer of Soybean OIl
Game changer for Palm OIl Multi Year Upside
See
https://www.youtube.com/watch?v=QF0SAwzA0zY
2023-11-23 14:04
OLIVE OIL NOW VERY HIGH IN PRICES
https://www.asiaone.com/world/spanish-supermarkets-lock-olive-oil-shoplifting-surges
Later Soybean Oil & Palm Oil will also not be cheap anymore
2023-11-23 14:06
Rise of IKN NUSANTARA - New Admin Capital of Indonesia
TSH early in year 2008 (15 years ago) bought 94,700 acres (about 52% of Spore land mass of 180,000 Acres) cost a mere Rm5K per acre!
The best kept secret value for Value Investors with long term holding power
https://www.youtube.com/watch?v=BUSD0kxKqCc
2023-11-23 14:18
TSH RESOURCES (9059) Latest Balance Sheet shows only a Net Debt of only Rm51 Millions (Best Ever!), Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-24-story-h-214219858-TSH_RESOURCES_9059_Latest_Balance_Sheet_shows_only_a_Net_Debt_of_Rm58_M
2023-11-24 01:35
Blog: NUSANTARA (NEW CAPITAL OF INDONESIA) UNDERSTANDING ITS LAND STATUS & VALUE, By Calvin Tan
https://klse.i3investor.com/web/forum/forum-thread/608758598
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2023-11-28 02:26
TSH RESOURCES (9059) TOP REASONS WHY IT WILL EXCEL, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-12-18-story-h-212343116-TSH_RESOURCES_9059_TOP_REASONS_WHY_IT_WILL_EXCEL_Calvin_Tan
2023-12-19 00:34
calvintaneng
TSH RESOURCES: ONE COMPANY WITH 9 BUSINESSES; The Most Overlooked, Undemanding, Undervalue Palm Oil Stocks with Far Reaching Now & Future Potential
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-17-story-h1569795039-TSH_RESOURCES_ONE_COMPANY_WITH_9_BUSINESSES_The_Most_Overlooked_Undeman
2023-11-23 14:02