U can see when I first argued with brianklc. I took quite a big position. Which I regret not taking bigger position. And I also regret not taking position on the warrant as cos I anticipate the price to start moving after Q1,22 report.
Oh well, they are all hindsight now. ------------------------------------------------- maestro85
if your entry is below 70sen, then it is very good la.
U should baseline bplant with RM3000 per tonne for 70sen. RM 6000 per tonne for RM1.30-1.40. RM1.50 including the land sale. Any near term increase of CPO is momentary up. As long CPO maintains above RM6000 until Q4,22. 16sen from CPO and another 10sen from land sale, that should put bplant at PE4-5.
If u estimate PE10 on 26sen earnings. It should be RM2.6. U can discount whatever price from there onwards. But I don't know how u can discount until 80sen la. Problem now is it's waiting for Q1,22 result still. Not yet Q4,22. ------------------------------------------------------- maestro85
I understand the logic but so far what I notice the surge mid fed until earlier Mac was mainly due to war and cpo price hit 8000rm. last year 2021, plantations made huge profit over 2020 but the price was not moving much as if nothing happened. But anything below 70sen then should be good
I will prefer that woman to shut up. Market works in very interesting way. When a "news" has become open secret. It goes the opposite way. So, it's best to just leave it be instead of making announcement. At least it puts market in a sweet spot of dilemma wondering if market has already priced in the "news" or not.
If haven't price in, u will see them senyap2 come collect. Price will crawl up new high. When Pak Tua appears...habisssss... ------------------------------------- maestro85
agree with junclj. unless there is another big news like CPO price rises to 9300rm, we will see the price to stabilise around 85sen to 90sen imo. to be safe just wait for a month before QR release
since CPO drop, short seller always win. at 90sen should be safe I think in view of more than 10sen dividend expected in the next quarter. It would really surprise me if it drop more than that
at turbulent times, throw all and hold on to known dividend counters like BPlant both Hibby and DNex, most are throwing due to low historical dividends
Hang Seng had dropped from 24,500 plus on 15th Feb 2022 to as low as 18,200 on 15th March 2022 many had margin calls and they did the necessary evil. They sold down their profitable counters or sold off those that dropped less. Hang Seng had since gone back up to 18,800 The worst of the China lockdown margin calls are over..... hopefully....
conservatively at 92.5 sen you will certainly get above 10% dividend yield for the next 3 years. since BPlant is very financially stable its 100% guaranteed pregnant fat female duck dancing in the streets for you to slaughter.
BPlant is a good buy now limit your exposure to BPlant to between 30% to 70% of your total portfolio depending on your risk appetite. Those who all 100% in Serba lost 100% of their money.
If 1.2 u don't want...fine...but RM1, just a matter of time.
The uncle that holds 900K shares. By june, he will collect another RM90K in dividend. And I believe his initial invest cost way below 70sen. Imagine 570K capital and collect (36K + 90K) 126K dividend. All because he has a foresight that other don't.
If Q3, 22. If Bplant decides to issue bonus. Price shoots up to RM1.30 -RM1.40 by Nov. He would hv made 570K in capital appreciation + 162K in dividend. Just by doing nothing. Those day day come buy and sell buy and sell. I don't know what they get. =D
There are sinkalan trader that makes money. It's just u r sinkalan trader that lose money.
If u don't think u can make money from Bplant. I strongly suggest you to leave. There are plenty of counters out there that u stand better chance. Why stick around pray 80sen and gets angry when it goes up?
Go TDM...U can get for 28sen...then u can pray it goes up to 80sen instead. =D
Same here, I get frighten by the drop. I wait 1st, after 2.30 see how it’s moving. Will buy back some. Already cut lose half. Need to buy back half to lower my lose
:-) why should I leave, I earn or lose is non of ur problem. Sinkalan lol hahaha
1 hour ago
TehCPing
Same here, I get frighten by the drop. I wait 1st, after 2.30 see how it’s moving. Will buy back some. Already cut lose half. Need to buy back half to lower my lose
be careful to those who want to join late. these 3 palm oil counters always move the same way. jaya tiasa, thplant and bplant. good thing is bplant give dividend to give buffer for the drop in price.
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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....
RJ87
5,135 posts
Posted by RJ87 > 2022-03-15 12:24 | Report Abuse
U can see when I first argued with brianklc. I took quite a big position. Which I regret not taking bigger position. And I also regret not taking position on the warrant as cos I anticipate the price to start moving after Q1,22 report.
Oh well, they are all hindsight now.
-------------------------------------------------
maestro85
if your entry is below 70sen, then it is very good la.
6 minutes ago