Everywhere starting to report drought. Brazil and Australia. Crops dry up then CPO also up, if you noticed today CPO futures up RM51. Problem is I have no holding power.
Dear Kulim shareholder, If you attend tomorrow AGM, please use your vote wisely to object Resolution No (1) Share Buy Back. The reason I against the Share Buy Back because it doesn't bring value to the company. There are many ways to make use of the proceed from NBPOL but not share buy back. the reason is: If BOD intend to reduce the share capital by cancel out the treasury share, why Kulim keep issuing convertible warranty and ESOS? If the Treasury share reach its max 10% of total share circulate and either being distribute as dividend or cancel out, the small holders will be the main loser. From 10 March 2015 to 8 April 2015, Kulim has spent RM35,448,451 on 12,554,600 treasury share average each cost at RM2.82. Calculate from yesterday closing price RM2.58, the treasury share has a loss of RM3,013,104.00 on book value. During this period, the second largest share holder KWAP is dumping the share. It is hard not to think it is a RRPT seeing the major shareholder is selling and BOD is buying it back through company reserve fund. Therefore, I urge the other share holders would object the renewal of share buyback.
Why they changed venue of AGM at the last minute. You mean a company so big cannot afford to book a hotel early. Or they changed it so that minority shareholders won't pester them for goodies. You know it's holiday season again. You all know what I mean?
Recently, Kulim proposed to convert its Oil Palm Lands In Desaru & Tanjung Belungkor into Thriving Housing Enclaves to Capture The Oil Boom of Pengerang Region.
Desaru is well known. So no introduction is needed. As for Tg Belungkor it is located at the Western Tip of the Pengerang Land Mass. A ferry service which could transport cars link Tg Belungkor with Changi in Singapore.
A purported 3rd Bridge might link Changi to either Pengerang or Pasir Gudang. All these bode well for Kulim's Strategic Land Banks for Thriving Townships in its Conquest of The Pengerang Oil Boom.
Last year in North Dakota there is a surge in Shale Oil production (Google North Dakota Housing Boom). It led to a huge demand in housing. The demand for housing is so great that many have to sleep in their cars due to the shortage of accommodation.
The same thing is happening right now in Pengerang, Sungai Rengit & Seabana Cove. A 2 storey house can command a rental price of up to RM4,000 per month - Far higher than in other parts of Iskandar or even PJ, Bangsar in KL or Tanjung Bungah in Penang!!
Dialogue is prepared to pay rents from RM6,000 to RM10,000 for refurbished villas in Seabana Cove. Rental for staff use.
Because of Such Huge Demand for Housing for Years To Come KULIM Has Planned a Two Pronged Approach in its Conquest of the Pengerang Boom/
Desaru in the North East & Tg Belungkor in the South West of Pengerang. One captures the Land route from Kulai - Desaru Highway & the other by the Sea Route from Changi Singapore.
KULIM has now turned very favourable due to its Strategic Land Banks.
The Wind of Fortune is now Blowing in the direction of KULIM.
Take position early.
Who knows?
Kulim might one day be a darling stock when it turns into a Blue Chip like KLK, Uplant & others.
just start to comulate.................. for long term coz property at desaru oil at sumatera n at the bottem price already hee.... GOW!!!!!!!!!!!!!!!!!!!!!
The Boat was filled with hundreds of High Quality Fish - Only One Type of Fish Were Caught - ROCK COD. Hundreds of them in one short hour. Of my 30 years fishing experience there were only less than a dozen times like this.
So I have learnt a lesson.
THE LESSON OF FISHING WHERE FISHES CONGREGATE
So Investing is Just Like Fishing.
INVEST WHERE THE PATH OF MONEY FLOWS
IN THIS CASE 11MP WITH A WHOPPING RM350 BILLIONS PROJECTS.
all blue chips company related madekaker 1MDB and the government cronies. no, iam not that stupid to jump into a boat full of fishing hooks, but no baits to lure the fish. you will get injured along the journey that you wish to jump into the sea of debt.
i heard kulim and jcorp already settle down their debt to the bank negara. no more debt means no more ties with the fuck up government, less ties mean less government involvement. no government shadows, means good opportunity.
Everyday show keep posting nonsense. Fountain View is still in operation, though not listed, just like Pelangi Berhad, MTD Infrar & Petaling Garden. I still receive reports from Fountain View Yearly - in Another Name.
These are the salient factors for kbunai
1) Kbunai Director never disposie shares like Fountain View Director
2) Kinalbalu Area is the Focus for 11MP Developmemt
3) Pan Borneo Highway will greatly benefit Kbunai just like Senai Desaru Highway lifted up DESARU RESORT
4) Malaysia Vision Valley RM640 BILLIONS INJECTION WILL LIFT UP BKT UNGGUL LANDS
THE WIND OF CHANGE WILL TURN FAVOURABLE FOR OIL & GAS COUNTERS & KULIM
3 POWERFUL REASONS
REASON NO 1 - THE EXTERNAL FACTOR
It was the Overproduction of Shale OIl in North Dakota that caused the Price Collapse from US$110 a barrel to below US$50 a barrel. A crash of more than 50% This same reason of Plummeting Oil Price Toppled over 55% of Oil Rigs in North Dakota, USA
As a result Oil Must Now Be Equalized Above US$55 a barrel. Shale Oil Above US$55 will keep some Shale Oil Rigs alive. But for Petronas with Lower Extraction Cost Oil Above US$55 is a bonus! So Petronas is now on Solid Ground.
REASON NO 2 - THE INTERNAL FACTOR
Petronas has Launched The Massive RM170 Billions Development in Pengerang. RM50 Billions Jobs Will Be Awarded to Malaysia's O & G Players A Rising Tide Lifts All Boats. So Rising Liquid Cash from Petronas will Lift Up All O & G Stocks
REASON NO 3 - THE BLACK SWAN FACTOR
This Year Could Also Be The Beginning of a more powerful El Nino
Entire swathes of Farm Lands Will Dry up on planet earth. Corn, soy and other Oil Seed Crops Will Fail. The Spiking up of vegetable oil prices will also Lift Up Mineral Oils like Crude. Expect Palm Oil Prices to Shoot Upward.
And The Rise of Vegetable Oil Prices Will Also Lift Up All Mineral Oils.
These 3 Powerful Factors in days to come will propel all O & G Counters Plus Kulim Upward!
remember 1MDB and other scandals..as long as these shits are around all good news are just good news. nothing happen..do you know that Najib government curi-curi our money through government linked companies and agencies? like KWAP KWAA KWAG? in the end all people kena KWANG-KWANG.
1) I Have been dealing with Kulim for many years when I was a car dealer. Kulim's management is very transparent as there in no hanky panky. All cars and jeeps were advertised in Newspapers and sold through public tender. On this I know the integrity of management.
2) I have also visted some Kulim Plantation lands near Segamat when I went to the estates to view their Company vehicles used by their Estate Managers.
3) Kulim's EPA used to book no 2692 for their company vehicles.
4) Last time they sold off the very successful QSR & KFC shares.
5) Kulim is very generous with giving dividends to shareholders. Last time they gave 90 cents.
6) Kulim's Substantial shareholder is Johor Corp. Johor has nothing to do with IMDB. In fact Johor Crown Price Spoke Against the mismanagement of Imdb.
7) With Landbanks all in Johor - Pengerang, Near Batu Pahat & Muar HSR Stations KULIM IS THE BEST PLANTATION STOCK TO BUY FOR THE NEXT 30 YEARS.
Want to know more about Kulim.
Can come for a visit to Kulim's Sales Staff in Ulu Tiram, Johor.
For Kulim I think there is a long term unfolding of value.
If Kulim only has palm oil then it will be cyclical. But there fundamental of Kulim is changing due to its strategic Land Banks in a Booming Region.
As Kulim Plantation Lands in Malaysia are all located in Johor the upcoming transformation of Iskandar wil change the nature of its businesses into a more stable company
Reasons are
1) 15,900 Acres of Lands will be converted to Housing Enclaves in Pengerang. Just like the housing Boom in North Dakota due to Shale Oil Boom Kulim will benefit greatly from The Incoming 300,000 to 500,000 Population Growth.
Kulim will build mixture of houses, shops, factories & Malls
Malls?
Yes! IOI Mall was built in Puchong, IGB Built MidValley. So Kulim might build some Big Malls here.
And Malls have recurring income. So in the far future Kulim will have mone stable income.
2) Lands in Segamat, Kluang & Others Near to HSR Bullet Train Stations in Muar, Batu Pahat & Gerbang Nusajaya.
Kulim has the Lion Share of Plantations located in JOHORE (None in remore Sabah or Sarawak)
These Lands near HSR Stations are potential Housing Enclaves. One Day they will all be converted into thriving houing Estates Like Glenmarie, Puchong, Semenyih & Bkt Jelutong.
So I think Kulim is a stock you can hold for a very long time. Who knows. Kulim might turn out to be another Blue Chip like UMW which I am still holding after 11 years.
Kumpulan Wang Persaraan (KWAP), for reasons unknown to most of us, has been selling down its stake to 93,888,900 [79,366,500] shares as at 03/04/2015 [18/06/2015], from 103,651,900 shares as at 5-05-2014 (Note: The highest level of shareholding was 107,351,800 on 5-02-2015).
Note: Selling about 300 lots everyday.
The Point: When will KWAP stop selling and how low the share price will go? Will the price rebound when KWAP stop selling? If so, when?
*I'ii buy, if I know the price will go up; I won't sell, even if I know the price will go down, because I believe sooner of later, the price will go back even higher than the price if I sell now. Agree?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
wannabeinvestor
528 posts
Posted by wannabeinvestor > 2015-05-12 20:57 | Report Abuse
Their promise to shareholder is unlock the value. But the share price has been dropping since KFC privatized.. How I miss fingers licking good times..