JAYA TIASA – THE PLANTATION STOCK WITH DEEP INTRINSIC VALUE

Last year Calvin Tan called for a sell on All O & G and plantation counters due to the impending Flood of Shale Oil into world markets – hammering both Crude Oil & Vegetable Oils.

It was a timely warning indeed! Both Oil & Gas Stocks Plus Palm Oil Related Stocks like  Jaya Tiasa crashed 50% to 70%!!

At this time of posting Crude Oil is still in danger of falling due to OPEC’s relentless pumping of Crude in a world Flooded with Mineral Oil.

Why the Bullishness on JTiasa then?

Since Palm Oil is used in Food unlike Crude Oil its Use Is A Growing Necessity!

Our Cooking Oil is derived solely from vegetable & animal oil fats.

We used Palm Oil in ice cream, biscuit, planta, butter, cake icing, cream, pie,  chocolates, nutela spread, pizza and a thousand daily food products.

Our teh tarik has zero milk but just plain oil palm substitute.

Our soap and shampoo are also made from Palm Oil while Crude oil is only made into detergent.

So we like it or not Palm Oil will be a staple product as long as human lives exist on planet earth.

And JTiasa has thousands and thousands of Oil Palm Trees now maturing.

THE EL NINO EFFECT

This year China Fishery already gone bankrupt due to the dwindling catch of fish in Peru due to the lack of fish caused by the El Nino phenomenon. And now Soy Bean Harvests Have been hit hard –  pushing up Soy OIl Prices & Lifting Up Palm Oil Prices as a result!

As J Tiasa has fallen from its peak by 60% I think it won’t fall another 60% from here.

JTiasa has Rm500 Millions debt. So what? JTiasa has Over Rm1.5 BILLIONS IN ASSETS! And About RM1 BILLIONS ARE LISTED AS BIOLOGICAL ASSETS. THESE ASSETS ARE STILL GROWING & GROWING IN VALUE ALL THE TIME.

So Calvin Tan Research is Calling a Strong Buy on Jaya Tiasa at this Great Bargain Price of Rm1.19.

JTIASA NOW QUALIFY AS A VALUE BUY SELLING AT 30% DISCOUNT TO NTA.

YES! THESE LANDS OF JTIASA WILL BE EVEN MORE VALUABLE WITH THE OPENING UP OF THE PAN BORNEO HIGHWAY

 

CHEERS!!

 

REGARDS,

CALVIN TAN

 

NOTE: WHILE CALVIN TAN RESEARCH IS CALLING FOR A STRONG BUY ON JTIASA CALVIN IS ALSO ISSUING A CONTRARIAN CALL TO SELL FOCUS LUMBER BERHAD.

 

JTIASA HAS CRASHED BY 60% WHILE FOCUS LUMBER HAS RISEN BY MORE THAN 100%

FROM HERE CALVIN THINKS JTIASA WON’T FALL ANOTHER 60% NOR WILL FOCUS LUMBER GO UP BY ANOTHER 100% AGAIN. SO JUST WATCH CALVIN PREDICTION IN COMING MONTHS AND YEARS

 

NTPM – The Recession Proof of Daily Necessity.

A Very Good Morning From Calvin Tan of Jurong West, Singapore,

The Bible says in Proverbs 20:13 “Love not sleep, lest thou come to poverty; open thine eyes, and thou shalt be satisfied with bread”

OPEN YOUR EYES And You Shall Be Satisfied With Bread (bread means all that we need – or in other word “money”)

Yes, the way to wealth is through Opening our EYES and be AWARE of all things around us.

Take this recent haze that enveloped all parts of Singapore and most parts of Malaysia for example.  It was choking & suffocating for over 3 long months . How many in Singapore have felt the daily and nightly discomfort of burning smog from Indonesia. So much so that Major Super Markets Have Banned paper products from Indonesian companies that caused the smog by burning forest waste.

Ha! Paper products of dubious origin banned in Spore?  This is a windfall for paper products from Malaysia like KPSCB which sells tissue papers, toilet rolls and Double A photocopy papers & stationary. KPSCB also sell plywood, timber door products & distribute cement & steel. So Calvin called for a buy on KPSCB.

Why NTPM then?

Yes, these words were the reason “OPEN YOUR EYES”. I paid a visit to GIANT SUPERMARKET & THEN I “SEE”.

On the shelves displayed are over 70% paper products manufactured by NTPM. Ha! NTPM has captured the Lion Share of the Tissue & Toilet rolls sale in the market. So NTPM fell within the radar of Calvin Tan Research. As haze from Indonesia is a yearly affair for 2 to 3 months NTPM is now on to a permanent structural windfall.

No wonder in Bursa Report Insiders are accumulating NTPM shares.  Look carefully, the buying is continuous. That means that the next few quarter results for NTPM will accelerate.

So What DO WE SEE HERE?

  1. We See The Damaging Smog That Originated From Indonesia
  2. We See Spore Supermarkets start removing paper products from certain guilty companies from Indonesia
  3.  We SEE lots of NTPM Paper products in All Major Supermarkets
  4.  We SEE Insiders buying NTPM Shares regularly and quietly.
  5.  Will we also SEE GOOD COMING  NEXT  FEW QUARTERLY  RESULTS?
  6.  WILL WE ALSO SEE OTHER NEWS ANALYSTS & MEDIA START GETTING BULLISH WITH WRITE UP AND RECOMMENDATIONS AT MUCH LATER STAGE?
  7. So let’s  just Wait and SEE.

Calvin Tan Research turns bullish LONG BEFORE Others  Discover the REASON. Others only turn bullish AFTER ALL THE EVIDENCES ARE OUT IN THE OPEN. By then the share price of NTPM is longer cheap.

So don’t forget to read your Bible today.

Have a Nice LORD’s DAY

THIS IS THE DAY THAT THE LORD HATH MADE

WE WILL REJOICE AND BE GLAD IN IT.

Regards,

Calvin Tan , Jurong West, Singapore.