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2022-02-13 20:03 | Report Abuse
Year 2022 may continue to see strong CPO price, even an IB said an average CPO price of RM4.20K/ton for year 2022 is possible.
What does this mean?
If it happens, never in the oil palm industry to be able to register an average of RM4.20K/ton.
So, the oil palm shares of listco' interest by all market/investors will intensify.
The rest is up to your imagination how far it may go.
As for me, I am holding all my oil palm shares bought for LT purpose.
2022-02-13 20:03 | Report Abuse
Year 2022 may continue to see strong CPO price, even an IB said an average CPO price of RM4.20K/ton for year 2022 is possible.
What does this mean?
If it happens, never in the oil palm industry to be able to register an average of RM4.20K/ton.
So, the oil palm shares of listco' interest by all market/investors will intensify.
The rest is up to your imagination how far it may go.
As for me, I am holding all my oil palm shares bought for LT purpose.
2022-02-13 20:01 | Report Abuse
Year 2022 may continue to see strong CPO price, even an IB said an average CPO price of RM4.20K/ton for year 2022 is possible.
What does this mean?
If it happens, never in the oil palm industry to be able to register an average of RM4.20K/ton.
So, the oil palm shares of listco' interest by all market/investors will intensify.
The rest is up to your imagination how far it may go.
As for me, I am holding all my oil palm shares bought for LT purpose.
2022-02-11 21:38 | Report Abuse
Yes, your estimated valuation of TDM is OK.
TDM will show its true color soon.
2022-02-11 14:23 | Report Abuse
There are so much adverse writings about the oil palm industry, but the oil palm companies are making the real profits & all monies go to their banks like there is no ending.
Yet, they are the so-called gurus or professional writers.
What is happening, what is wrong, what is the issue?
Read between their words and reports while we keep buying the shares of oil palm listcos quietly.
2022-02-11 14:18 | Report Abuse
Nobody will make you rich, you yourself, stay on.
2022-02-08 20:02 | Report Abuse
Thplant will unleash its strength soon. Watch out.
2022-02-08 09:41 | Report Abuse
Thplant is reported to benefit from Indonesia's CPO export policy and add on buying is good as it is well supported.
Last Quarter Financial Report will be excellent & expect more to come.
2022-01-28 15:23 | Report Abuse
Bplant is B = Be, p = profitable, l = lucky, a = and, n = not, t = tire.
So, Bplant = Be profitable, lucky and not tire.
2022-01-26 09:34 | Report Abuse
Oil palm industry is real economy industry and oil palm listco are Value stocks, and the real earning numbers against high FCPO price show.
2022-01-26 09:33 | Report Abuse
Year 2022 & onward is Value stocks instead of Growth stocks as mentioned in many investment/money market/etc talks.
2022-01-25 16:01 | Report Abuse
block no block got block is still no block all the way loh.
2022-01-24 11:12 | Report Abuse
If Thplant's forthcoming EPS is 11ct, PE of 7X will give 77ct, if PE of 8X will give 88ct and so on, if PE of 9X will give 99ct. Now, it is 63ct.
Disclaimer - Not inviting to buy or sell Thplant. My opinion only.
2022-01-24 09:26 | Report Abuse
Thplant will eventually show its true color because of its strong earnings and because of the CPO price is consistently high, >RM5.0K/ton.
This a a fact not a non-fact.
2022-01-20 09:59 | Report Abuse
Bplant's proposed disposal of Kulai Young Estate for RM428.0M's Approval Date is extended to 28-01-22. Please read the Announcement yourself.
Please watch out this development closely and not forgeting another good financial reporting coming up in month of February 2022.
2022-01-13 15:27 | Report Abuse
FCPO better not heading towards RM6K.
RM4.5K to RM5.0K sudah cuckup makan kao kao loh.
2022-01-12 09:55 | Report Abuse
With all the very strong earnings and a few sales of its strategically located oil-palm estates, if declare handsome dividends to shareholders, all will benefit.
If above is utilized to clear off its debts in the books, and with future earning capacity, Bplant's share price will increase to adjust as accordingly.
If both ways are managed, also good for Bplant's shareholders.
So, I have bought into Bplant for LT basis because I feel good knowing all is good and also knowing all the above is in good hands of Bplant's Management & Wisdom.
2022-01-10 16:34 | Report Abuse
"Bplant Dec production outperform market average" means very good Management of Bplant.
2022-01-10 14:19 | Report Abuse
Bplant's last 3 months' FFB harvests = 86,432 + 83,357 + 78,538 = 248, 327 tons.
If CPO > RM5K/ton and estimate FFB's Net Proft is RM380.00/ton, the, 248,327 x 380.00 = RM94.364M.
Therefore, RM12.558M + 48.375M + 95.558M + 94.364M = RM250.522M profit for FY'21.
RM12.558M, RM48.375M & RM95.375m were reported/announced NPAT.
RM94.364M is my own estimated NPAT calculation.
Welcome to the world of Bplant.
2022-01-07 13:32 | Report Abuse
What is Bplant stands for "Bullion Plant"?
It is Gold Bullion in the making, and so,
You will have the price of gold in Bplant share in 2022.
2022-01-05 14:46 | Report Abuse
Scenario 1:
In your backyard, if you have scarp metals, you sell at scrap metal market prices.
Scenario 2:
In your backyard, if you have solid copper, you sell at good solid
market prices.
Bplant has the solid assets in its possessions in no. 2 scenario.
2022-01-05 12:37 | Report Abuse
Average CPO price for last 3 months is RM5,154.00 per ton.
Is'nt it so sweet and wonderful.
Next 3 months (Jan' - Mar'22) will still be honey sweet.
2022-01-05 12:37 | Report Abuse
Average CPO price for last 3 months is RM5,154.00 per ton.
Is'nt it so sweet and wonderful.
Next 3 months (Jan' - Mar'22) will still be honey sweet.
2022-01-05 12:37 | Report Abuse
Average CPO price for last 3 months is RM5,154.00 per ton.
Is'nt it so sweet and wonderful.
Next 3 months (Jan' - Mar'22) will still be honey sweet.
2022-01-05 12:35 | Report Abuse
Average CPO price for last 3 months is RM5,154.00 per ton.
Is'nt it so sweet and wonderful.
Next 3 months (Jan' - Mar'22) will still be honey sweet.
2022-01-05 12:35 | Report Abuse
Average CPO price for last 3 months is RM5,154.00 per ton.
Is'nt it so sweet and wonderful.
Next 3 months (Jan' - Mar'22) will still be honey sweet.
2021-12-10 14:29 | Report Abuse
I have mentioned earlier if all-in costs including after tax is RM2.5K/ton, with average CPO price of RM4K/ton, all oil palm cos are laughing to the banks.
RM2.5K/ton is the maximum, I give, nothing will go wrong.
2021-12-08 14:00 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-08 13:59 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-08 13:59 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-08 13:59 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-08 13:58 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-08 13:58 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-08 13:57 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-08 13:56 | Report Abuse
If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.
That makes the difference.
MYR to USD is 4.20++.
Inflation is ++.
Cost of doing business is ++.
Oil-palm listcos are export-oriented (CPO & others) earning USD.
Share price positive upwards movement is a matter of time.
2021-12-02 14:34 | Report Abuse
All the real fundamentals have been mentioned about Taann & Bplant and perhaps other oil palm listcos.
Always remember this rule:
1. What is a Sun Rise Industry? Always with sunlight - Oil palm.
2. What is a Sun Set Industry? You check it out yourself - Many there.
No argument, it is based on facts, figures & reality.
2021-11-29 14:54 | Report Abuse
Not coming out, but going in again.
2021-11-25 14:05 | Report Abuse
All oil palm companies have their own other specialties beside the main oil palm core business.
If FCPO & CPO market prices are good (>3,500.00/ton) & total all-in costs (Mother of all Costs) in producing the CPO is 2,000.00/ton to 2,500.00/ton including tax, tax, etc, the pretty margin of 1,000.00/ton to 1,500.00/ton is excellent profit/money to them.
Laughing to the banks.
Time will tell.
2021-11-25 14:05 | Report Abuse
All oil palm companies have their own other specialties beside the main oil palm core business.
If FCPO & CPO market prices are good (>3,500.00/ton) & total all-in costs (Mother of all Costs) in producing the CPO is 2,000.00/ton to 2,500.00/ton including tax, tax, etc, the pretty margin of 1,000.00/ton to 1,500.00/ton is excellent profit/money to them.
Laughing to the banks.
Time will tell.
2021-11-25 14:05 | Report Abuse
All oil palm companies have their own other specialties beside the main oil palm core business.
If FCPO & CPO market prices are good (>3,500.00/ton) & total all-in costs (Mother of all Costs) in producing the CPO is 2,000.00/ton to 2,500.00/ton including tax, tax, etc, the pretty margin of 1,000.00/ton to 1,500.00/ton is excellent profit/money to them.
Laughing to the banks.
Time will tell.
2021-11-25 14:04 | Report Abuse
All oil palm companies have their own other specialties beside the main oil palm core business.
If FCPO & CPO market prices are good (>3,500.00/ton) & total all-in costs (Mother of all Costs) in producing the CPO is 2,000.00/ton to 2,500.00/ton including tax, tax, etc, the pretty margin of 1,000.00/ton to 1,500.00/ton is excellent profit/money to them.
Laughing to the banks.
Time will tell.
2021-11-25 14:01 | Report Abuse
All oil palm companies have their own other specialties beside the main oil palm core business.
If FCPO & CPO market prices are good (>3,500.00/ton) & total all-in costs (Mother of all Costs) in producing the CPO is 2,000.00/ton to 2,500.00/ton including tax, tax, etc, the pretty margin of 1,000.00/ton to 1,500.00/ton is excellent profit/money to them.
Laughing to the banks.
Time will tell.
2021-11-24 21:34 | Report Abuse
Improved performance and expect much better one coming in next quarter.
2021-11-24 21:32 | Report Abuse
Actually, Thplant's Q3 performance is acceptable with improved performance. Each quarter's profit is growing gradually & believe Q4's performance will be better.
2021-11-23 20:22 | Report Abuse
Just finished reading the Quarterly Report.
1. What needs to come down like loans, operating costs, etc, are down.
2. What needs to go up like Profit, NTA, DY, DPS, etc, are up.
3. Bplant is moving into the mid-cap league of listed oil palm cos,
meaning, its share price shall move above RM1.00. Wait & see.
4. I am delighted with the dividends because many making huge profits
oil palm cos are not giving & you can check in Bursa.
5. Yes, finally, I am holding up and buying more Bplant shares.
6. Because, the final 4th quarter is explosive.
Stock: [THPLANT]: TH PLANTATIONS BHD
2022-02-13 20:04 | Report Abuse
Year 2022 may continue to see strong CPO price, even an IB said an average CPO price of RM4.20K/ton for year 2022 is possible.
What does this mean?
If it happens, never in the oil palm industry to be able to register an average of RM4.20K/ton.
So, the oil palm shares of listco' interest by all market/investors will intensify.
The rest is up to your imagination how far it may go.
As for me, I am holding all my oil palm shares bought for LT purpose.