I'm more than happy to join ur this "bo zao si arrr" bandwagon to collect. As I have already mentioned earlier too. *wink

I don't know why need to run considering things are finally looking good for bplant. Care to share what's the down side other than it's "not as much" profit as you as expect? 400M in FY22 from land is 1/4 of the market cap. RM400M in FY22 is another 1/4 of the market cap. Both add up is 1/2 of the market cap. Even if it fell short to 1/3 of market cap, u tell me on earth sell a counter with profit 1/3 of it's market cap in coming year. (Just incase you don't know how to count, PE10 translates into profit of 1/10 of market cap)

Asia88 and brianklc, please open eye BIG BIG. thanks.

Which part of my statement, I say 20sen on Q4,21.
Keyword: 2022 AS A WHOLE. 20sen dividend by Q4,22.

I know it's not easy to swallow being called and proven sorzai. But it's ok. *wink
Like I also said way earlier, most don't see past their nose. This is a good example.

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RJ87 I see 2022 as a whole…RM800m-RM1B cash coming in… 60% dividend payout…RM480M dividend (20sen per share) with debts reduced by half…That should at least set Bplant at 90sen and 20sen divdend by Q4,22. How soon it reaches that TP is up to anyone’s guess.

hoot9eonly, maybe u should research

1) how the heck ARBB came into picture? It’s not normal IPO. To go through normal IPO, the book is scrutinized by auditors, SC and underwriter. To by pass that, you can do “backdoor IPO”. You go research what’s “backdoor IPO”.
2) Upon changing name, what’s their first move?
3) They issued how many PA and what price? (Whoever owns the PA easily made 50-100M)
4) While selling those overprice PA, they get into how many billion dollar MOU and which later cancelled one by one? U go download each QR until all the way to 2018 and read them.
5) Go find out who are those behind trade receivables and trade payables?

After you find out all 1-5 and you still believe in ARBB. Go ahead.
If you don’t know what’s ARBB called before it changed name to ARBB. Don’t talk to me la.

If anyone of you are serious about finding out what you are investing; seriously, spend sometime research on the 5 questions. Then we come back discuss.

So, u want it to happen or not? It's either Q4,21 or Q1,22.
Don't hv this also got sustained RM5000 per tonne until Q2,22 if commodity report is right.

U want it to be right or not? That speaks volume of ur intention.

Even if neither didn't happen, 70sen at RM1.6B market cap with 76K hectares land where 12K hectares are matured for commercial and residential use are ready for sale liao. 2K hectares is RM400m. Busuk2 also RM2.4B. RM2.4B next 5-10 years. I can wait. Who knows 5-10 years later, another 10K hectares ready again. =D

later Q4 we see if it's there lo. Else, it will be Q1,22. No need rush.

After CNY, got angpau. Can buy more.

Tactic sama. MOU dan MOA sana sini. Profit ratus2 million. Setiap kali mau kasi dividend, kompirm buat RI. Konon mau finance project. Tp tak pernah jumpa barang atau duit.

Bila auditor tanya mana barang atau mana client. Jumpa hostel bangla entah mana2.

Don't be surprise that the trade receivable and payables are all come from same company. Konon2 asset growth strategy.

U tidak salah. Memang SD and ARBB lain. Silap Karim ialah die patut buat magic dengan business satelite dia. Macam ARBB dgn IOT dan 5G. MEMANG TAKDE BARANG PON. Nak audit macam mana? Konpirm tak kantoi mcm SD. U betul.

The only difference is ARBB aren't easily caught. But doesn't change the fact minority shareholder will be taken for a ride. By the time u see Warrant-C like Fintec after PA, LA, WA, WB. You cry also no tears. =P
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bosskufanboy comparing SD with ARBB? 2 different thing la bro
11/01/2022 9:46 AM

Dont waste too much time here line.

All the corporate exercise is to take shareholder for a ride. I spent a decent amount of time exposing their trick. From billions of dollars in MOU that never materialise to profit that never translate into cash. Its gonna be something like SD. All i got was attacked.

Like how ponzi scam operator attacks any skeptics.
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line RJ87 u have got a lot of experience. This is common. Raise money dump the shares.
11/01/2022 6:55 AM

RI 1 billion shares. At 12sen summore.

Ini satu geng dgn fintec. When they finish with their magic show, u will be left with 2 sen.

Q4 should hv RM430M + RM100M from CPO. EPS should be around 20sen. The moment Feb QR announce dividend, will hv get a 10-15sen price bounce. Want sell at 85sen for immediate gain also can. Want wait dividend also can. Up to you.

The worse u can do is jump onboard after dividend announcement.

I see 2022 as a whole…RM800m-RM1B cash coming in… 60% dividend payout…RM480M dividend (20sen per share) with debts reduced by half…That should at least set Bplant at 90sen and 20sen divdend by Q4,22. How soon it reaches that TP is up to anyone’s guess.

Slowly but surely.

But don’t forget Y.o.y increased by 6% from 73000 to 78000…

Generally, 10% increased in production with more than 100% increase in CPO price y.o.y.

Price has only move 10sen.

Yep… drop abit… 5000 from 83000 to 78000… hardly 6% drop. But CPO price up 25% from RM4300 to RM5300, almost 25% up…

Earliest can take off also march onwards for 3 months. need to clear C19, 20, 21 and 22. Dunno with market maker finger so quick. Can make 10-20 lots queue to press the price.

hahahhaa

I know u r not. From experience, doing what's right is wrong.

I wasted enough time doing what's right. Like I say, most don't see past their nose. Why bother sharing different types of corporate exercise to maximize share holders returns after each events?

No need la. They only wanna know if they are right today, tomorrow or next week. Those that sold will be delighted to see it closed red after they sell. That's all they care about.

Who gives a sh*t about, types of asset? Current gearing and finance cost? Pare down RM1B debt will reduce finance charges by RM10-20M per quarter translating into savings in finance charges? The harder you try to explain, the bigger conmen you become especially when next monday closed red.

It's better u rest your case. Or better, jump onto "bo chao si arrr" bandwagon. You are more likely to be hailed as hero next monday than trying to persuade people to stay strong. hahahahahha
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novice2020 I am not a con. I rest my case.
07/01/2022 11:00 AM

u see, as long as there are weak retailers; they will put alot speed bump along the way. Shark also malas mau push. So?

No no no...u r a con men. Bplant is plagued with useless management not able to handle ESG.
Fast run. Bo zhao si arrrrr.

Lai, faster sell. =D

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novice2020 RJ87, my personal opinion is that when the dividend is very good and coupled with strong FCPO price in 1st and 2nd quarters of 2022, the upside flipping point will come soon. If it happens, the price-climb will be rapid.

There are not many safe counters in KLSE with such upside potential. Stay strong.

it's a 2years 100-150% return project. How many here to hold 2 years la? Longest mar kenanga T+20 only. Phuikkkkk

Maybe we should tell them price will only move 6 months later. They sell faster now. hahahahaha.

U want to really help the price to move. We should talk bad about bplant so that more ppl sell.
We tumpang collect. Q1,22 and Q2,22 will hv quite alot goodies coming bplants way. By Q3,22 announce bonus issue for stellar performance. Price will hv the last 20% bounce.

That's the time, u see all these silly manipulation stop. Show is over and time to leave.

it's another 2016-2018 in the making. Same move. Just make sure u recognize the signs and exit before they do.

They also want make money mar. Can you blame them?

I always ask myself, wouldn't I do the same if I have the resources? In casino de bursa, one man's lost is another man's gain. U think they don't know about 40sen's dividend? Here's the play, 40sen dividend 2022-23 is quite certain already. The question is how to maximize their entry at 50-60sen.

To get a hockey stick price movement, they need all the weak holders to sell now and buy back later when EPS and DY materialize. They put block and buy as much as they can while they can while the goodies unfolds.

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Once more buyers emerge along with syndicate pushing up, the share price will jump with less resistance.

today's pattern is to block at 71 sen, 300K shares to collect anything below...

later if buy queue is weak, they will sell low and set another block at lower price and continue collecting. Same trick everytime.

ok...TP RM1.5 by end of 2022 if these 2 materializes.

cashflow from (1)+(2) about $1.09 bil
Gain on disposal (1)+(2) is about $923 mil or 41 sen/share.

BPLANT’s land bank spans 98,200ha of which 73,500 ha is cultivated with oil palm. To recap, BPLANT has ~10k ha of strategic estates located in Selangor, Johor, Penang, Kedah and Perak that are ripe for property development.

Since relisted in 2014, BPLANT has sold more than 2,164 ha of land, raised >RM1.0bn gross proceeds, and distributed about RM1.0bn in total dividends.

2K ha = RM1B
10K ha = RM5B

Now, market cap is RM1.6B. Can hold long long. Market cap don't go up RM5B. Also got RM5B worth of dividend to collect.

CPO RM1500 or RM5500 per tonnes are just bonus. The real rewards comes from every 2K ha disposed translating into RM1B dividend (43sen per share).

Sharks are trying to collect cheap by putting resistance there. Set a sell queue damm big or sell when buy queue is weak to collect low. Don't fall into their trap. We join them, queue buy low together.

Sigh. But if they don't collect enough. They won't push also. Sigh. At the end? Becomes a waiting game. At least, waiting at Bplant has dividend return.

https://klse.i3investor.com/blogs/hleresearch/2022-01-05-story-h1596577273-Technical_Tracker_BPLANT_Will_the_History_Repeat.jsp

Should appear in May QR. Likely, another fat dividend from 4 quarters of high profits. Q3,21, Q4,21, Q1,22, Q2, 22.

If average RM100M profit per quarter, that will be RM400M + another RM430M from land sale.
That's a total of RM800M in 6 months. Current market cap is RM1.6B. Should easily worth RM2.4B.

Don't pay dividend also pare down RM1B debt. that will save around RM15M-20M finance per quarter.

So, lets see what the CEO going to do.

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MuttsInvestor Any news if the Land Sale would be reported in l4Q 2021 or 1Q of 2022 ? Huge impact on NTA.
05/01/2022 11:56 AM

Andy Hall isn't interested in those questions.
He is interested to drive the cost in Asia up so that the west can be competitive once again.

But why not the west bring their cost down to compete? Oh, they can't. They have a generation of useless millennials that rather live on social benefits than to do anything useful.
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Johnzhang @PlantBull, I have asked Andy Hall for his solution to soaring food prices and millions of poor people globally can't afford to have enough food on the table . He has no answer to my question.
05/01/2022 5:27 AM

tmr push past 70sen

blockade remove...up up up...

Back to RM500-600m profit per annum. PE15 on that profit only gives you valuation of RM8-10B market cap top. So, rush to buy in.

Only reason IBs are valuing TG above RM1.50 is because Covid still lingering around. By the time it's over, should be around RM1.2-RM1.5 until Covid 2.0.

Ular...1.5sen dividend. Current entry at RM2. 6sen per annum from RM2 investment.

Tell me how much is the dividend return?

Ular only get to happy for few days...and then sad back...

those that sick of listening to borsig story can leave...movie is over...

Let new batch of ikan bilis listen to borsig story...

MAA hv 63M cash...don't tell me they gonna take up the whole 50M PP will all their cash...

Makes me wonder if these peoples know what they are buying...

Don't see a selldown...but I do see millions of shares at 17 got chewed up....

MAA is footing the 50M…not bad..,

Market don’t think it’s bad news at all…

I wonder CGIF took what as collateral for the bond. Some lousy asset that KNM happily give is it?

Not many retailers here then...alot of pros...either they know how to offload shares to market or they genuinely believe in the value KNM. U look at how the queue are added and removed; crazy manipulation.

better stay away...

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linxpeedy If yesterday’s news is a surprise to anyone they are not doing there research. The key is that they have now appointed consultants to value and sell assets. They will refinance bond but for a short period. This takes off pressure of fire sale and then can sell all assets at a proper price. NAV is over 50 cents. With time and oil prices up chance can get more. Time to just sell the parts as that is worth more than the company. Sell range between 40-60 cents is good profit for everyone. Then close KNM.
19/11/2021 9:12 AM

I think they selling of Ethanol plant to CGIF.

I tot a blood shed...but turns out, more gambler than I thought....

I think market think it's a good news as they finally understood that thai bond is guaranteed by CGIF and thedebt will be restructured anyway.

Who cares what story la...as long can ride the wave and make money...


truthspeaker69 borsig tales episode 3 coming soon as accumulation is complete
18/11/2021 11:52 AM

RM600K to pancing wooo....
Ada kaya jugak ini olang...

last 1 min, big kaki sapu, whole 3m shares gone is 10sec

those buying betting KNM refinance bond, those selling is betting KNM default on bond.

Which one is it be?

P.S. I bet tunku can settle la...He is right on strong operating cash to easily refinance it. Plus, it's a guaranteed bond. Worse also, ADB downgrade KNM from AAA credit rating to C lo =D

Calm before the storm…

Panic buying storm or panic selling storm…

Panic buyingg when bond are refinance or someone buy borsig at RM1.5B.

Else, panic selling.

Jokinggggg....=D

Bond refinancedddd!!!!

Panic buy! All the way 30c...

Did I persuade you to believe me? No right?

Maybe if you are honest nedgeon, try keep this account. I will check in again next year this time.
Let hope by that time, it's not gonna be ElonMusk91 =D

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basicallysimple Nedgeon is sardin81 but he speak in 3rd person pretend like unrelated. Delete all past posting. He expose himself before as someone promoting knm….. plz all care when reading his tall tale lor he is on their side
12/11/2021 11:57 AM

You don't find this an irony to read this from someone with a new account.
This should pretty much rest my case.

I should stop exposing him. Last time it's called sardin91, this time is called nedgeon.
If I go on this route, it going to be same sh*t with some other name.

sardin91, nedgeon or even ElonMusk, it's not gonna change the fact it's 18.5sen now.

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Let me tell you all, I know it is not fun to lose in an argument... the best way to win is to use truth... dont tell lies... once you tell a lie, you have to find another lie to cover that lie.. soon you will have so many lies until you cant manage them anymore and soon they on getting exposed. When you tell the truth ( with proof ). It is easy... there is nothing to cover-up.
================================================

Only time u r involved that still make money is last year march. If you are from gang sardin91, then at any point you enter still lose money. But I'm a nice person, I hope u sapu alot when KNM drop to 5sen. It would be nice if you can screenshot that you did. Then at least, I know you are not so bad in the read.

=================================================================
Since you have posted so many post... surely it is very easy for you to find out when we started getting involved in KNM ?

That's alot of work...Free also no need waste time like that. I prefer to go back to sleep. So, I will take whatever you say as the truth.

Personally, what happened in the past doesn't change the present, there is no point dwelling.
There is no point for me to dig u something great in 2014 or 2015 but the price still end up 20sen in 2021.

I really hope u didn't hold since 2012, because if you do. *shakehead Don't know what to say.

Imagine you are married in 2012...it's 2021 now, and you are denied s e x for as long...
Not a moment cross your mind that your marriage isn't working out? No?

So...this dude is in really deep. I thought ur entry was around 60sen. If it's before 2012, you are in real deep. REAL DEEEPPP in the red. 60sen still got chance to recover. Got money to average down to 60sen? 60sen got chance.

Cos, RM2B market cap is achievable if KNM can clear it's "residue". Anything above, quite difficult.
Cos borsig on clean book is worth RM1.5-RM2B itself. I think MAA does the same valuation.

I will stop making fun of you. People can call me many things. None can hurt me because they are not true. When u say i'm student/low rank employee and etc and hence I can't reply, I find it really amusing. When u say i'm definitely a kid because I told u I just woke up. I do wish i'm still a kid. I really do because I'm old as f*ck now.

But if you were here with KNM since 2012...I need to say no more...Nothing is gonna hurt more than the truth. I rest my case with you. I can't say I understand how you feel, but what I can say is there are alot more other things to live for.

If carry on verbally abusing me can ease your pain. By all means go ahead. That's the least I can do for you.


================================================
nedgeon The two technology frontken invested 2017 and 2018 is not something KNM has. Or maybe not. Do enlighten.

If you dont know just dont simply make your own story, it was way back in 2012. I know because I was there. You dont know because you were not there.

Again, here, I show proof.

www.bursamalaysia.com/market_information/announcements/company_announc...

Look at the price history,

finance.yahoo.com/quote/0128.KL/history?period1=1152576000&period2=1636675200&interval=1mo&filter=history&frequency=1mo&includeAdjustedClose=true

it took a long time to recover,

You claim so many things, none of them have any proof, most of them are wrong. IF you do not produce proof of your claims, you are just making up stories.

It was easier to fix FRONTKN because they were not as big as KNM back then, they were also not in the oil and gas industry, that makes it even easier. Even that, it took them more than 7 to 8 years to finally bear fruits.
12/11/2021 10:51 AM