Posted by calvintaneng > 2023-03-07 20:38 |

Post removed.Why?

Posted by calvintaneng > 2023-03-07 20:43 |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-07 20:44 | Report Abuse

2019 to2020. Everyone in i3 witnessed calvintaneng lost his 8 houses in NETX.

Posted by calvintaneng > 2023-03-07 20:46 |

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Posted by calvintaneng > 2023-03-07 20:47 | Report Abuse

This 3iii got brain damage
Better go see a doctor

Posted by calvintaneng > 2023-03-07 20:50 |

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Posted by LubeTrader > 2023-03-08 10:23 | Report Abuse

There's absolutely no need to propagate unfounded fear. We know how to do the math. Calvin, I agree with your analysis.

Posted by Bursino > 2023-03-10 11:18 | Report Abuse

Looking at the trend, forsaking 3.3 sen may yield "10 Sen dividend".

Posted by calvintaneng > 2023-03-13 15:22 |

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Posted by calvintaneng > 2023-03-13 15:23 | Report Abuse

Calvin comments:

According to Dr. Neoh, "A dividend yield of 12 per cent seems to be the floor below which most stocks will not drop".

In the Deepest Depth of the Lehman Brothers' Crisis after Bear Sterns & Lehman Brothers both gone bankrupt Warren Buffet bought into the safety of Goldman Sachs' Preference shares with guaranteed 10% yield.

Now take heed to Dr. Neoh's warning, "In sharp contrast, shares which pay low or no dividend at all do not seem to have any bottom and price decline can hit 90 per cent or more".

The characteristic of past bear markets like the Tulip Mania, The South Sea Bubble, The Great Depression of 1930s in USA, the Stock Market Rout of Asian Finacial Crisis in 1997/8 and The Lehman Brothers' Debacle of 2007/8 have witnessed many stocks & index crashing up to 90% or more.

Posted by titan3322 > 2023-03-13 20:08 | Report Abuse

Sudah kata anak bagus bapak mak xbagus takut nanti bapak jual anak murah2 !

Posted by calvintaneng > 2023-03-15 18:47 | Report Abuse

Boustead after Ltat took it private with Rm700 millions cash will need to recoup it by selling assets of Bplant

We will see the unlocking of value as Bplant sits on lands still at old book value


these were bought at rock bottom prices more than 100 years ago since 1848 when Long Jaffar founded tin in Larut

Exciting value unlocking from Bplant will come more and more

Posted by Bursino > 2023-03-17 15:22 | Report Abuse

700 million to take it private is sup sup sui. Repackage (nicely put it as unlock value) and relist in a short few years will create more money. take a look at some of the listings. SImeprop. Malakoff. BPlant. What else?

Posted by calvintaneng > 2023-03-25 12:59 |

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Posted by stockraider > 2023-03-26 11:18 | Report Abuse

Yes buy BPLANT for its strategic valuable cheap land loh!

Posted by calvintaneng > 2023-03-31 19:59 |

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Posted by calvintaneng > 2023-04-03 22:35 |

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Posted by investor77 > 2023-04-04 17:33 | Report Abuse

Undervalued at present price with last year div of around 14 cents for 72 cents share !! Big value as 1 acre at Seberang Prai can be sold for 1 million. So if more than 10,000 acres ?

Posted by investor_lauzy > 2023-04-05 15:15 | Report Abuse

Wow this stock has unbelievable div yield for it's current share price

Posted by Johnzhang > 2023-04-08 10:38 | Report Abuse

After settling Boustead (hopefully at higher price), direct my fund to Bplant. I think quicker asset monetisation activities will happen in Bplant satisfying LTAT’s objective of realizing higher shareholder’s value and generating cash which are needed for paring high debts in LTAT and Boustead holdings.
LTAT will effectively control 68% Bplant after Bstead privatization ( 10.6% LTAT + 57.4% thru boustead holdings). Generous dividend payout from Bplant is expect to ease LTAT and boustead debts burden. Just my view

Posted by Johnzhang > 2023-04-14 13:11 | Report Abuse

After privatization of Bstead , LTAT/bstead will revisit the disposal of Bplant??
https://www.bharian.com.my/amp/bisnes/korporat/2021/07/836499/boustead-pertimbang-jual-syarikat-perladangan

Posted by stockraider > 2023-04-15 13:01 | Report Abuse

Still veri veri cheap mah!
Can buy more loh!

Posted by Windy1974 > 2023-04-18 16:02 | Report Abuse

Since Johnzhang is here and John is an expert. Is the price paid for the Sabah estate reasonable? Being an outsider, even i have an answer and know why it's bought at such "reasonable" price. If you don't understand why, then you are too young to invest in KLSE yet

https://www.theedgemarkets.com/node/662787

Posted by speakup > 2023-05-05 07:52 | Report Abuse

doubt Bstead will dispose Bplant, as it is the crown jewel of Bstead
otherwise no point already take Bstead private if sell it's crown jewel

Posted by Bursino > 2023-05-12 09:41 | Report Abuse

BPlant has always announce giving dividend on the 3rd week of May. The share price is creeping up. Is it an indication of another good interim dividend?

Posted by FlyingEagle > 2023-05-12 15:10 | Report Abuse

Slow slow up .....

Posted by stockraider > 2023-05-13 10:22 | Report Abuse

Slow slow up....eventually moving towards Rm 1.00 loh!

Posted by Albukhary > 2023-05-17 10:52 | Report Abuse

Perhaps another 3 sen dividend to be announce soon?

Posted by stockraider > 2023-05-17 11:54 | Report Abuse

Veli steady investment mah!
Every day up little bit loh!

Posted by rohank71 > 2023-05-17 13:17 | Report Abuse

or may be next GO candidate.

Posted by FlyingEagle > 2023-05-19 08:23 | Report Abuse

Ya! diam diam climb climb near to 80sen loh.....

Posted by brianklc > 2023-05-19 09:45 | Report Abuse

any view on how the Qtr results looks like? YoY and Qtr vs Qtr

Posted by brianklc > 2023-05-19 10:11 | Report Abuse

Q1 results is very important, it will be strong yardstick for Q2 and perhaps Q3.

Posted by Johnzhang > 2023-05-22 16:31 | Report Abuse

Q1 operating results may just be breakeven due to low yield season. However, there is about 3 sen gain from small parcel of land disposal. As such , 2-3 sen dividend may still be possible.
We have to look beyond the qtr results.
I seriously think that Bplant will be partially or wholly divested after Bstead Holdings privatization. LTAT just want to be a diversified portfolio investor in Malaysia and global markets.

Posted by Johnzhang > 2023-05-22 16:34 | Report Abuse

News that BP is taking over Pharmaniaga , an Boustead /LTAT company. More divestment is going to come .

Posted by brianklc > 2023-05-22 16:57 | Report Abuse

where does the land disposal comes about? John, its the results that drives the share price.

Posted by brianklc > 2023-05-22 17:03 | Report Abuse

Nur solar gain already recognised in Q422.

Posted by Johnzhang > 2023-05-23 06:11 | Report Abuse

Brianklc, 90% remaining balance was received in Feb 2023. I thought the disposal gain would only be realized upon receiving full payment. I can be wrong in my assumption.

Posted by StartOfTheBull > 2023-05-23 08:39 | Report Abuse

Go check the last cash flow statement.

Posted by brianklc > 2023-05-23 09:29 | Report Abuse

John, gain from disposal is recognised upon completion, not cash basis, no assumption involved, there are specific accounting standards for this. Furthermore, u can see the whole disposal gain in the P&L of Q422. U can’t see the money in cash flow statement as it will only appear in Q123, but the gain is fully recognised in Q422.

Posted by brianklc > 2023-05-23 09:38 | Report Abuse

Just read Page 2,3 of Q422 announcement, gain from disposal and the increase in receivables.

Posted by Johnzhang > 2023-05-23 09:55 | Report Abuse

brianklc, thanks , I learn something new .

Posted by speakup > 2023-05-23 18:35 | Report Abuse

Dividend mali 💪 Yesssssss

Posted by speakup > 2023-05-24 07:20 | Report Abuse

ada dividend, ok lah

Posted by brianklc > 2023-05-24 08:14 | Report Abuse

Yippy, the current profit follows exactly Q123 CPO trend and production. Nothing to be surprised of… but I kind of surprised tht u expected 3 sen dividend. Do u know how much profit to hit to get 3 sen dividend? Assuming 100% payout and 60% payout?

Posted by brianklc > 2023-05-24 08:44 | Report Abuse

Erm… or 3 sen based on the story of bplant pays high div to fund bstead privatisation? Logically, u don’t milk subsi till it needs to borrow more to pay u…

Posted by brianklc > 2023-05-25 10:11 | Report Abuse

Hate to say this, but bplant now is in the cycle of bleed slowly till the next quarter announcement. Apr production is 53MT, which is lower than Q1 average of 63MT, and the CPO price for Q1 was RM4,017, Apr average RM4,218, May around RM3,844… Looking at this, bplant at most seems like will end Q2 similar to Q1 if not having minor loss due to inventory value write down.

Posted by speakup > 2023-05-25 10:38 | Report Abuse

Sell land lor

Posted by brianklc > 2023-05-25 10:51 | Report Abuse

Land sales are not their core business, although they have done it so often. They still have to buy land at the same time to ensure sustainability of their plantation business. Hopefully they have some good news/updates to announce during AGM on Sarawak land disposal.

Posted by LubeTrader > 2023-05-25 11:47 | Report Abuse

Any sellers at 60c?