After ALL the HYPE of FELDA taking BACK all their Plantations from FGV a few months ago ........... ANY NEWS ? Heard that the "Termination of the LEASE to FGV" .... HAVE FAILED. ( DA..Gavm..PH ) is NOT supporting FELDA.

I see.............. a "Malay" syndicate group forming. They with APPROPRIATE backing from ...#$@#$@@ .... Are more than HAPPY to TAKE OVER ...FGV . FELDA (DA HABIS) ...... group would not be HAPPY if they are not being "HELP"/"LOANS"/"Guaranttes from Govn" to shore their efforts to take FGV ...PRIVATE. ....... Watching a SOAP OPERA being played.

lalam2017 ....... we shall see. Wait till Feb 2021. Either way .................

Supporter here ....... Still COLLECTING.

""" Looks at the FOREST .... Not the BUSHES when travelling. """

Well ...CPO is Expected to go lower due to CHINA and INDIA ...covid cases and LOCK down. CNY celebrations will be serverly curtail in CHINA, which consumes most of CPO produced. BUt ........But ..... COVID will be "control" in CHINA pretty FAST. Maybe by March ? Once vaccination are fully implemented , economic activites will return. Question is HOW fast ? But the MAIN issue NOW is the 'SUPPLY" side of CPO .... NOT the "Demand" side as it will surely return . Please. DO do a in depth review ( all the sifus here) of the "SUPPLY" of eatiblie OIL in the World now.

LoL..... Current NTA of Boustead at Rm2.14. And ASSETS have NOT been re-valued to Current prices. Ie :- Affin Bank, BPlant, etc . Their LAND and Buildings are in PRIME locations in KL, Penang, Ipoh , etc. have also NOT being revalued. Remember that LTAT controls most of Boustead Shares ( Plus Govn GLCs ) .... Which are political control ( DUMNO, etc ). So ..... Politics are PLAY more than Fundamentals.

Why ? WC expiry in Dec 2021. 10 months away. Price at Rm0.30. So... 15 + 30 = 45c. Vs current price of Rm0.345 . Any reason ???

UK is worried about OTHERS whilst ..... within UK its PEOPLE 'Burm" and"Suffer" with COVID ! .... Mind your own BUSINESS and concentrate on your own citizens welfare ...... And NOT US interest. What a "$#$%#$%%#" up GOVN.

Ha...Haa... Worse than DOG ? How about Muddo ackting like a headless "PIG" in the Govn ? Using .."Emergency" to supress democarcy at work ? (Moodudo ) PM who has LOST the confidence of the Elected Members of Parliment ?

LoL .............. Ask WHY US and European vaccine compnaies did NOT join the WHO coordianted body ( COVAC ) which is coordinationg and distributing the Vaccine at a REASONABLE PRICE ? China ...Sinovac has JOIN since it was formed in last year . Pfizer , Modena , etc are JUST CONCERN ABOUT their PROFITS .... NOT LIVES !!!!!!!!

BPlant is still Public listed. If they want to Privatise they have to make General offer and get shareholders to apporve it.

Corp US are NOT interested to SPEND HUGE amount to upgrade to 5G. Current 5G are " FAKE" 5G for marketing purposes. 5G does NOT exist in US nor will it be availiable till 2023 onwards ( If Corp US finds it profitable)

LTAT ???? aRE THEY professionals OR cRONIES FOR dumno TRYING TO $%#@#%$&%$ Boustaed dry ?

REUTERS ......... Oh .REUTERS .......
US media are DAMN GOOD at HALF TRUTHS and ASSUMPTIONS !!!!
HEADLINES ...." International Covid-19 vaccine poll shows higher mistrust of Russia, China shots "" .. FACT Many have DIE after Pfizer vaccinations.

https://www.globaltimes.cn/page/202101/1212939.shtml " Why were US media silent on Pfizer vaccine deaths?: Global Times editorial "

After latest news ..... being considered and above 55years. Better to go for Sinovac than Pfhizeee and Modenasssss . Plus 2 dose or More !

https://www.nytimes.com/2021/01/13/business/chinese-vaccine-brazil-sinovac.html
Phifezeees and Modennass ... will SURELY HYPE this up. DO READ the reason and the Statistics model they used in their calculation. Anyway BRAZIL has been " $###$% " by US to sabotage Sinovac vaccine. As Phifezeeee and Modanasss vaccines are MORE expensive and Difficult to handle. PLUS need 2 or more doses . Sinovac needs only 1(ONE) dose.
Do read :-
https://www.globaltimes.cn/page/202101/1212939.shtml ( Why were US media silent on Pfizer vaccine deaths?: )

https://www.tellerreport.com/news/2021-01-15-%0A---too-weak--23-elderl... ( Too weak? 23 elderly people in Norway die after receiving Pfizer's new crown vaccine )

https://www.globaltimes.cn/page/202101/1212948.shtml (
Sinovac's vaccine had a 50.4 percent efficacy if calculated with infected numbers in the trials at class 2 (symptomatic, but no assistance needed) and above.

But when researchers calculated the infected ones with class 3 (symptomatic, assistance needed) and above criteria, its efficacy can reach as high as 78 percent. ) Read between the lines.

Collecting below rm0.60. ... Rm58.5 today. BUY.

Sinovac is a 'Traditional" vaccine. Pfizer, Oxford University and AstraZeneca Plc are using " Advance Techniques " that basically alter your CELL DNA so the "Infected Cells" are now NEW cells with modified DNA. These Modified cells inside your body will then be activated with a 2 dose of "Vaccine "( Mild Covid virus ). As such your body "NEW CELLS" will produce antibodies to attack the COVID virus. Question is a) What if there are "NEWS CELLS" that are ROGUE(CANCER cells)? b) What if these NEW Cells subsequently Mutate at a later time ...3 months, 6 months, 1 year or 5 years later ? c) What if these VACCINE infect your BRAIN. And does NOT show up until 1 m, 3m, 6m or later. ? "Advance Technique " ==== Think Biological weapon.

Only ..... Uneducated / Stubborn people are of the Opinion that the Flu Virus ( Covid and others ) will disappear . Virus started as a "Living Virus" even BEFORE the First Humans set it Foot on Ground. And will be around when the HUMAN species has LONG died OUT !!!

Collecting below 60c. ;-)

Kossan BOSS ....Is a DAMN strewed Businessman. " Good Luck " if you are trying to "Screw him" .

Bouestead NEEDS to have a TAKEOVER syndicate for it to REALLY move. LTAT being the MAIN shares HOLDER are in NEED of lots of $$$$$$. If Syndicate can make a unconditional offer of rm 1.74 ( based on 4Q2020) results then , the counter MAY move and GOVN may FORCE LTAT to CASH OUT ! Else LTAT ( due to politicians control ) will NOT SELL. See if DUMNO and Berstaru can settle it . ;-)

Collecting at Rm0.60 and below. Bought at 58 to 58.5 cents.

Remember History . Gloves counters was HIT HARD by SHORT SELLING ( Funded by KWSP/Etc) ...unfortunately the Gloves Owners are CASH RICH and DETERMINED to hold out . So ... Short Sellers WAS hit badly ( LoL ..NO pity for Short Sellers) . BUT .... In case of Awanbiru ... Can the Owners HOLD and DETERMINED enough ???????

Wait till Feb when most plantations report their P&L for their last quarter. Wait to see if Syndicates are willing to PLAY ...Plantation counters ?

https://www.klsescreener.com/v2/news/view/774791/crude-palm-oil-futures-breach-rm3-800-mark ........Jan 2021 = 4,040 . Feb 2021 = 4,017 ............... Wait for Official Report on 07 Jan 2021 on the Stock Reserve for CPO. ... Many analysis are Expecting a drop . Question is HOW MUCH of a DROP. ?

But more Important is .... Supply and Stocks( In reserve ) ........ "" Based on the SPPOMA data, he said the local CPO production fell 66.57 per cent for the Jan 1-5,2021 period compared with figures for Dec 1-5,2020 period. """ ......................... Holding above Rm4k looks possible.

https://martintfwong.com/2021/01/06/crude-palm-oil-futures-breach-rm3800-mark/ ... Jan 2021 at Rm 4,040 .. Feb 2021 at Rm 4,017.

"" Based on the SPPOMA data, he said the local CPO production fell 66.57 per cent for the Jan 1-5,2021 period compared with figures for Dec 1-5,2020 period. "" ... Due to LaLina ... "WELL Above the Average Rain " for monsoon season. Ask youself when the Last Time Johor got FLOODED in Dec/Jan ? Normal for East Coast like Kelantan & Terengganu. ..... But .... Pahang and Johor ???

https://martintfwong.com/2021/01/06/crude-palm-oil-futures-breach-rm3800-mark/ ... Futures CPO for Jan and Feb 2021 has EXCEEDED RM4,000/- ....... Plus Supply Problems in Jan and Feb due to LaLina ..... Rm4k is .... ?????

East Coast and Part of Pahang and Johor affected by Heavy Rain. ANd labour shortage .... Jan 2021 supply expected to DROP further.

https://www.thestar.com.my/business/business-news/2021/01/05/malaysia-end-dec-palm-oil-stocks-seen-hitting-over-13-year-low-as-output-falls ... AT 1.22 million tonnes in Stock. Barely 2 / 4 supply. Plus Exports up 15% in Dec .

https://www.thestar.com.my/business/business-news/2021/01/05/malaysia-end-dec-palm-oil-stocks-seen-hitting-over-13-year-low-as-output-falls Stock at 1.22 million tons ( Barely 2/4 months Supply ! ) Rm4k is EASY by Jan 2021 ! If not by Next Week (Mid Jan). Plus Exports up 15% in Dec .

Wait till next week. When Foreign Funds ..... Re-balance their portfolio . Thus ...Commodities would be on their Radar. We wait ...... Best scenario .. " They BUY " ...... Worse Scenario ... "Nothing Happends" .

The Academics Paper written. The Problems is that Malaysia DOES NOT produce good rice simply because Malayisa SOIL is NOT suitable ( mainly Swampy land & near sea ) . Indonesia have the same problems too. Thailand , Cambodia and LAOS have good soil but needs LOTS of water . Datuk here talks about getting the logistic and Authorities to properly manage FARMERS access and work force. It is Private Sector. Govn should STEP OUT and let Private sector manage it . Support WHO EVER is CAPABLE and EXPERIENCE for FOOD cultivation. Including Foreign Experts and Machinery in. STOP Playing the "Race" issue ... As ALL WILL SUFFER when there is not enough FOOD. AND Malaysia have to IMPORT critical food . Prices will RISE ... Will the Lower Class be able to afford it ? And if We Cannot IMPORT sufficient FOOD ???

https://www.theedgemarkets.com/article/kim-loong-resourcess-3q-net-profit-more-doubles-higher-ffb-cpo-prices ............. Of course ...Bplant will also benefit from CPO prices. How long can these syndicates "HOLD" the prices at CURRENT level is Interesting. Who are THEY ??? and How much $$$ they have. ????

https://www.theedgemarkets.com/article/kim-loong-resourcess-3q-net-profit-more-doubles-higher-ffb-cpo-prices ... So will this happend to Harnlen ? Of Course .....

Main reason for Taking it private is a) Easy to Asset STRIP ( Cash, properties, mills, etc ) b) No one to answer to ( Rm1/ft2 or Rm10/ft2 ) c) Accounts can be ....... Thus pay less ..... ??? d) Monies can be shifted overseas ....... Provided The COUNTER HAS lots of CASH or Assets are Grossly understated or CASH windfall is Expected . Seen this happened to so many counters. After that can go for LISTING again if company is "profitable" .

Wait till 1st Jan 2021 when short SELLING is allowed. Syndicates are ... Up or Down ??? Either way ... going to be Interesting.

Bursamaster ... a bit LATE in Analysis. Calvintaneng has been Calling this counter since Sept/Oct. Personally has been watching it since Aug . ..... Good News is that Many Analysis are in AGREEMENT with your prediction. Do ....... Look 3 month ahead on the SUPPLY side ...........

Good Work ---- brianklc.

Pfotits ? ... Rm 3800- 1800= Rm 2000 profits./t. Taxes = Rm3800 - 3475 = Rm 325 x 8% = Rm26/=. So ... Rm2000-26 = Rm 1,974/- . So Profits/t. .............. Still V.Good !!!

CPO Taxes will NOT affect EXPORTS. As Importers HAS NO other choice. Indonesia also have Export Taxes for CPO. .....

CPO is Taxed. This would encourage CPO to be process into more High value Products for sale overseas within Malaysia. Thus benefiting local employment , business, etc. In the end ...... Profits for Malaysia.

Boustead Holdings have their own subsidaries which process, pack and sell process Palm Oil ( Cooking oil, etc ) to overseas BUYERS. Bplant ..... Just Concentrate on your CORE experties.

"""We are an investment holding company and are involved in the ownership of oil palm plantations. Through our subsidiaries, we are principally involved in the ownership and management of oil palm plantations, cultivation of oil palm and harvesting of its Fresh Fruit Bunches ("FFBs"), and the production and sale of Crude Palm Oil ("CPO") and Palm Kernel ("PK"). We also sell oil palm FFBs and provide mill design and consultancy services. We are also actively involved in oil palm agricultural and agronomic research through our associate company.""" ....... Extract from Bplant prospects. See Web Site :- http://www.bousteadplantations.com.my/overview.html

S.moktar ............ Thanks "Mabel" ....... Have done my Homework. Felda will NOT be able to Take FGV Private !!!!!!

"""""The government is resuming CPO export taxes at 8% in January 2021, with the gazetted CPO price for such taxes set at RM3,475 a tonne. """.............. The Edge article . See above.

https://www.theedgemarkets.com/article/cpo-track-post-highest-yearend-closing-25-years ...... Do read this. Plus are MIDF behind the curve with their projections ? ..Quote .." All factors considered, we are maintaining our 'neutral' recommendation on the sector with a CPO target price of RM2,700 per tonne in 2021," MIDF noted." ... Hope none invested in MIDF funds.