Posted by atlantisbear > 2021-03-31 07:02 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/03/30/red-palm-oil-can-enter-china

Posted by calvintaneng > 2021-03-31 08:12 | Report Abuse

Very good morning all

Fgv will benefit alot as it is into both upstream and downstream cpo production

Red palm oil has high Vit A and should sell at a premium

Posted by calvintaneng > 2021-03-31 08:13 | Report Abuse

And with so many new entrants still setting up new glove factories the rubber sales by Fgv will command high prices

Posted by calvintaneng > 2021-03-31 08:14 | Report Abuse

Above all Msm is giving Fgv over Rm300 million in remeasurement gain

Posted by calvintaneng > 2021-03-31 08:19 | Report Abuse

The longer we hold Fgv the better Fgv will be in all three areas of growth

Cpo very good prices
at Rm1500 cost of production with prices ranging from Rm3500 to Rm4000 a ton Fgv is making a very nice Rm2000 a ton (over 100% profit) Tech only give 5% to 10% profit and worst is pharmaniaga healthcare with razor thin 3% profit

many pump and dump lapsap show zero or negative profit

Rubber is up 50% to 60%

Lumber also up by 80%

All factors are sanguine for Fgv now

Only thing is the low price makes Fgv a very attractive buy

Posted by calvintaneng > 2021-03-31 08:33 | Report Abuse

One very powerful booster will come from Joe Biden push into green energy

Soybean oil and palm oil are the cheapest vege oil for biodisel

Biodisel is a clean energy as it does not contain sulphur

and best of all it is renewable by nature

Posted by calvintaneng > 2021-03-31 08:36 | Report Abuse

Another big boost will come from India
For 7 months now India Farmers have been protesting

since India farms are labour intensive these millions of farmers leaving the fields will reduce production of food

India will import even more palm oil to meet the shortfall

Posted by Mikecyc > 2021-03-31 08:52 |

Post removed.Why?

Posted by Mikecyc > 2021-03-31 08:54 |

Post removed.Why?

Posted by Mikecyc > 2021-03-31 08:55 |

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Posted by Undi_PKR > 2021-03-31 10:10 | Report Abuse

BN(UMNO) withdraw from PN govn is tipu? Why FGV down?

Posted by BN_better > 2021-03-31 11:19 | Report Abuse

1.5-2 FGV BN must be govn?

Posted by strattegist > 2021-03-31 11:57 |

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Posted by Mabel > 2021-03-31 17:21 | Report Abuse

Hahaha..

Mickey Mouse is back..

Posted by strattegist > 2021-03-31 18:23 |

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Posted by calvintaneng > 2021-03-31 22:00 | Report Abuse

EXCELLENT FGV CHAIRMAN PARTING LETTER TO SHARE HOLDERS

WELL DONE!!!

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3144056

FGV has done very well

1) Pare down debt

2) Increase in cash

3) From 2013 to 2020 CPO prices were from Rm2300 to Rm2700

NOW IS OVER RM3,600 to Rm3800 Which is Exceptional!

4) Add value by diversifying to other crops & rearing animals. Plus energy from biomas also sale of Animal feed

5) Not included is Rubber latex sale

6) 40% share in MSM Sugar will bring in over Rm350 Millions remeasurement gain

7) One FGV sold in open market at Rm1.35 in defiance of Felda taking private at Rm1.30

OVER ALL EXCELLENT REPORT CARD

KUDOS TO FGV OUTGOING CHARMAN

WELL DONE! WELL DONE!!

NOW WE CAN BUY MORE FGV CONFIDENTLY

Posted by calvintaneng > 2021-03-31 22:03 | Report Abuse

PLUS FGV CPO PRODUCTION COST RANGE FROM RM1500 TO RM1600

NOW CPO MARKET PRICE RANGE RM3500 TO RM3800 MEANS OVER RM2,000 PROFIT A TON

http://mpoc.org.my/daily-palm-oil-price/

THIS WILL TRIGGER A MULTI YEAR PROFITABLE TURNAROUND!!!

Posted by Selina888 > 2021-03-31 22:14 | Report Abuse

With high cpo prices, the profit margin increases many folds, so plantation companies should do well. Looking for good chance to enter.

Posted by strattegist > 2021-03-31 22:23 | Report Abuse

good... steady

Posted by ruhaizat69 > 2021-04-01 04:52 | Report Abuse

Why still want to trade with usa,

Posted by MichelleNg > 2021-04-01 06:46 | Report Abuse

Why SC never issue letter to FGV on unfit to be listing due to less than 15% floating shares? Privatization or delisting?

Posted by 8888_ > 2021-04-01 07:45 | Report Abuse

Azhar may be better than Isa Samad as chairman but still not good enough. Dividend only 2-3 sen under his chairmanship. No wonder FGV share drop in 3.5 years his tenure just like Malakoff when Azhar was CEO.

Posted by 8888_ > 2021-04-01 07:58 | Report Abuse

FGV has potential to be a great company with the right leadership, says Azhar
https://www.theedgemarkets.com/article/fgv-has-potential-be-great-company-right-leadership-says-azhar

Posted by 8888_ > 2021-04-01 08:01 | Report Abuse

FGV appoints ex-Felda DG as its new chairman effective April 1
https://www.theedgemarkets.com/article/fgv-appoints-exfelda-dg-its-new-chairman-effective-april-1

Posted by strattegist > 2021-04-01 08:32 |

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Posted by strattegist > 2021-04-01 10:22 | Report Abuse

steady

Posted by No_contra > 2021-04-01 11:44 | Report Abuse

CPO RM 3700 is RM 1000 > 2020 avg CPO price?

Posted by calvintaneng > 2021-04-01 15:13 | Report Abuse

TOP 10 REASONS WHY PALM OIL WILL GO INTO A MULTI YEAR BULL RUN SOON, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-04-01-story-h1543104260-TOP_10_REASONS_WHY_PALM_OIL_WILL_GO_INTO_A_MULTI_YEAR_BULL_RUN_SOON_Cal.jsp

Posted by strattegist > 2021-04-01 16:10 |

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Posted by strattegist > 2021-04-01 16:50 | Report Abuse

steady

Posted by Vincenteoh29 > 2021-04-01 16:54 | Report Abuse

Good closing. Nice candle stick pattern

Posted by strattegist > 2021-04-01 17:12 | Report Abuse

closed green... good

Posted by strattegist > 2021-04-02 07:29 |

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Posted by Squirtle > 2021-04-02 11:27 | Report Abuse

calvintaneng
CPO price high If Fgv is no make money
better is they change biz model to sell Ganja
Correct bo
Muahahahahaha

Posted by strattegist > 2021-04-02 18:38 |

Post removed.Why?

Posted by atlantisbear > 2021-04-02 21:07 | Report Abuse

dividend received. enjoy

Posted by strattegist > 2021-04-03 09:16 |

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Posted by calvintaneng > 2021-04-03 09:24 | Report Abuse

Squirtle

I just calculated briefly

Fgv will make how much from the commodities super bull trend

1. Msm sugar remeasurement gain

Last time I bought drb-hicom at 90 sen. Then jackma came to Malaysia to launch E-commerce

Pos shot up from Rm2 to over Rm5
Since drb is too holder of pos - drb later got a windfall remeasurement gain from Pos.
And price of Drb jumped 200% to Rm2.70

Since Msm jumped from 55 sen to Rm1.85 now up by more than 200% and Fgv is Top holder of Msm the remeasurement gain is reaching Rm400 millions (same figure Pm Muhyiddin gave Felda - Rm400 MILLONS )

2. Rubber rose by 60% to 80% due to very strong demand from glove Factory for latex
Fgv has large rubber plantations exposure

3. Palm oil
Fgv cost as low as Rm1500 and now making fantastic profits

4. Fgv has 60 palm oil mills
Factories are asking palm oil mills for more cpo now and Fgv stands to see lots more income

5.Downstream Saji oil
Being so competitively price Fgv is capturing more and more of the retail consumer market

So Fgv commands both upstream and downstream like Wilmar of Spore

Fgv has more than 30% of its own assets priced Rm3150 per acre. These are literal Gold mines
If sold they will bring in Billions ringgit

Now I post from Spore this morning

Fgv has all the good characteristic like Wilmar

Only thing is Fgv at Rm1.37 is trading at less than Wilmar at S$5.47 (Rm17.00)

To Calvin Fgv is only 8% of Wilmar

Hence buying Fgv is a real no brainer

Posted by strattegist > 2021-04-03 10:57 | Report Abuse

cool

Posted by calvintaneng > 2021-04-04 19:51 | Report Abuse

Good evening

Edgedaily mentioned Robert Kuok Wilmar and Ppb did well

But Wilmar plantations are located in kalimantan and east malaysia plus africa which are inferior to Fgv lands which got lots of assets in West Malaysia, east malaysia and also in Usa

Since Fgv is not inferior to Wilmar the price of Rm1. 37 compared to Wilmar Rm16. 85 is only 8%

So there is gross mispricing of value

Fgv is now the best bargain agricultural stock any where in the world

Posted by Poh Chye > 2021-04-04 21:09 | Report Abuse

if cannot rebound with current high cpo price, better switch back to BN. Can get at least 4, when they were first listed.

Posted by calvintaneng > 2021-04-04 21:47 | Report Abuse

No need political party

Fgv will go up on its strong fundamental

Posted by calvintaneng > 2021-04-05 09:27 | Report Abuse

Spore plantation stocks today

Wilmar up
First up
goldenagri up

Fgv is now selling at less than 8% of Wilmar

Posted by Bee808 > 2021-04-05 09:43 | Report Abuse

Grossly undervalued.

Posted by strattegist > 2021-04-05 12:36 |

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Posted by Mabel > 2021-04-05 18:53 | Report Abuse

@calvintaneng Good evening

Edgedaily mentioned Robert Kuok Wilmar and Ppb did well

But Wilmar plantations are located in kalimantan and east malaysia plus africa which are inferior to Fgv lands which got lots of assets in West Malaysia, east malaysia and also in Usa

Since Fgv is not inferior to Wilmar the price of Rm1. 37 compared to Wilmar Rm16. 85 is only 8%

So there is gross mispricing of value

Fgv is now the best bargain agricultural stock any where in the world
04/04/2021 7:51 PM

I would love to see Robert Kwok to take over FGV.

It will be nice to see Mabel PPB and FGV under one Rood.

Robert should be able to take to the next level...

Meow

Posted by Mabel > 2021-04-05 19:02 | Report Abuse

Mabel would love to see either Robert Kwok or Tan Sri Syed Mokhtar to take over FGV.

It will be nice to see Mabel PPB and FGV Plantation under one Management

Robert can take FGV to Wilmar and PPB level...

Alternatively Tan Sri Syed Mokhtar could be another Purrrrrfect candidates to take FGV to the next level.

With these two gentlemen on board FGV current RM 1.37 can move to Wilmar RM16. 85 price level.

Mabel KL Kepong is currently trading at RM 22.86 while Mabel PPB Plantation is trading at RM 18.56.

CPO Price is at it's best!

Meow Meow Meow

Posted by 8888_ > 2021-04-05 21:09 | Report Abuse

Haris Fadzilah to step down as FGV group CEO on May 15
https://www.theedgemarkets.com/article/haris-fadzilah-step-down-fgv-group-ceo-may-15

Posted by Laiks1970 > 2021-04-05 22:14 | Report Abuse

Back to Felda gangs to manage FGV.

Posted by strattegist > 2021-04-05 22:59 |

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