Go Subur n join KYY there instead, it’s way more easier to short Subur

Lately lots of shorts/Dicks/short dicks like to Kakaciaociao here

Again, he will be just another DICK if coming FGV announcement we don’t see FGV entered into lots of forward contracts… if they does, I wished them lose all their bets…

Tom DICK n Harry can “jangka” what they wanna jangka, but I am surprised CEO of FGV to said as such. Unless his pay doesn’t measured by profitability like the rest of the GLCs incl. Sapura…

To the same person tht posted the “dijangka” news, I think this FGV guy did not mention WHEN it will go down to 5k. No time horizon at all, else u will see FGV enter into lots of Palm Oil Futures under “Derivative Financial Instruments” in their coming announcement… stay tuned… btw, y u don’t post this in FGV page?

Qtr profit more thn double if u compare against 30/4/21 Qtr. However, kindly note that unless Subur restructure its current liabilities to long term. It’s impossible for it to meet its current dues without selling its fixed assets. Finance cost is very painful too.

Aeon member sales for 1 yr

Modi will make decision after back from Japan…

https://www.theedgemarkets.com/article/india-considers-tax-cut-soybean-and-sunflower-oil-cool-prices

Wonder why FCPO rallied today?

KYY, lower production due to low yield season, it’s not due to low manpower! What kind of logic this this??? Suddenly a lot of workers resign n caused lower production??? Actually u can keep ur articles to urself, it’s full of bs…

Lame right?

So everyone whn receive dividend on 24 Jun, I will say “I told u so”

Boustead Plantations “dijangka”bayar dividend pada 24 Jun…

Whn I see this “jangka” article I think of gameover… gameover, where r u?

RJ, u r back… so scared u left like the rest

Mickey, u in wrong page, u supposed to post this in bstead

Just talk facts n not twist ya

Now Mickey, it proves u have missed last week update on LTAT going forward plan. They are not talking abt privatisation anymore Mickey. Do read up…

Cum Jul, we will have clearer picture what LTAT plans on its holdings for Boustead. Just sharing my insights as, while FCPO market is efficient due to readily available information. Share market is not. Same announcement but some mangkuk can claim bplant operational profit is flattish or on decline…

With these, bplant Q2 PAT is perhaps 130m?

Now, market is currently pricing in lower end May inventory. And cum Jun, market will price in Shanghai lockdown reopen. India originally have plans to reduce edible oil tax from current 5%, however they have temporary shelved this due to Indon export tax removal. With REIMPLEMENTATION of Indonesia DMO (with higher export levy), India import tax reduction might be back in horizon.

Mickey, as u pointed out, the FFB production will only increase from May. So any CPO price drop will offset by production increase. HOWEVER, if CPO remained same level or increase as we experienced for May, bplant profit will go up.

Mickey hi, Indonesia is having DMO requirement of at least 10mil MT n the export levy remained same before export ban, which is elevated. The market already priced in the imminent Indonesia export ban removal. Yes, there are so distribution by LTAT in open market, which was picked up by top 30 shareholders, if u compare the top 30 shareholder listing in FY20 vs FY21 AR.

Lurker, hoped so… I m very happy tht they finally turn this company around… very surprised tht they are showing traction in efficiency (which is sustainable in long term) instead of just riding on high CPO…

Despite higher cukai makmur

John, if u strip the gain and RPGT, normalised PAT is 111m vs 11.1m for Q121, it’s 1000% YoY right?

It seems in i3, old names in plantation counters are missing, guess instead of retailers, lots of shares are now with big players. U can easily compare the AR for FY21 vs FY20.

No wonder market is suka suka up, suka suka down, coz market is not efficient… even whn info are readily available, ppl can interpret in all sorts of story

The RPGT component of the gain from disposal is part of 71m taxation. Aiyoh…

888, u know how to read the quarter announcement? PAT 436m (pg.2)- gain from disposal 364m (pg.2)+ RPGT 39m (pg.12)=111m so if u compare 111m vs Q421 or Q121, does it looks to u flattish or negative to u?

What logic is this? If results no good how share price go up?


HuatHuat188
qtr good what use....share price need up only good

Q1 normalised PAT of 112m is great

Today results announcement?

Wow, sapura gang is here… congrats bplant…

Simeplt announced good results

https://www.theedgemarkets.com/article/bursa-extends-gains-opening-buying-interest-commodity-og-counters-returns

My order queue is just 1k at most nia… am just a small investor

Nuts

Little napoleon moderator wannabe

Mutts, can I know who are the main customers of Malaysian palm oil? Don’t be naïf.

Shanghai total reopen on 1 Jun

https://www.aljazeera.com/amp/news/2022/5/16/shanghai-says-it-will-return-to-normal-on-june-1

Q1 production is not same as Q4

Planter, how u derive revenue 1.45b n profit 620m? Based on CPO price delta? Have u factor in Q1 production?

Perhaps u can try out to smuggle, come back n let me know how much u can make

Ppl can smuggle out a bit here and there… do it on a large scale n customs will be chasing ur boat… n u can’t run coz it’s too heavy…

To u subsidising nvr work, no doubt there will be leakages here and there… thts the job of royal customs n borders control to keep it to minimum… like it or not, thts how gov control inflation as well as to help exporting industries in a developing country like Malaysia and Indonesia… whn gov consider removing price cap for Ron 95, some dumbdumb supports coz it will stop those T20 from enjoying cheap Ron 95… So 100% to suffer just to punish the 20%?

This is called “subsidising”, how to fund it? Higher tax la…

How Indonesia gov got those cooking oil to sell at 14k? If they have so much stock, they should have release it at 14k in the first place! Thts how the cartel “off load” their stock! Indonesia gov bought from them at market price!