Posted by calvintaneng > 2016-01-05 14:12 | Report Abuse

Asoh,

I am in booming Iskandar now.

All the excellent info by TMakmur is given in its latest quarterly reports.

They are very detailed summary of TMakmur's businesses (Last time I was so happy to read Public Bank's concise and terse reports. TMakmur's reminds me of Public Bank)

Now according to Company figures there is over 30,000 acres of Oil Palms. 2/3 are matured for harvesting. 1/3 will soon be ready for harvesting. With Palm Oil prices hovering above Rm2,400 a ton next few quarter results should be very good.

So TMakmur's share price will go up according to its own fundamental.

Posted by asoh > 2016-01-05 14:21 | Report Abuse

And the bauxite issue will be settle too, in it favour...

Posted by Equityengineer > 2016-01-06 00:21 | Report Abuse

Looks like CPO price is high at 2400... What is the estimated TP for this,,

Posted by zulmuiz > 2016-01-06 00:25 | Report Abuse

TP 1.80

Posted by Equityengineer > 2016-01-06 00:42 | Report Abuse

Ok thanks, sound reasonable.. Still low in PE... EV/EBITDA =5
...ROA and ROE above 15.. Healthy cash flow.

Posted by Equityengineer > 2016-01-06 00:45 | Report Abuse

Plantation segment
Revenue from plantation segment decreased by 7.77 % following lower FFB production and lower average selling prices of CPO and PK for the 9 months year 2015 as compared to the same period last year..

Posted by asoh > 2016-01-06 09:42 | Report Abuse

Today the day on the bauxite mining in Pahang.....see how tmakmur fair....if ban...could affect it income

Posted by asoh > 2016-01-06 14:46 | Report Abuse

Monthly production down from 18,950 to 15,153 m/ton....for Dec 2015

Posted by calvintaneng > 2016-01-06 14:51 | Report Abuse

CPO prices up from Rm2,200 to over Rm2,400 now should boost profits in coming quarters. After all the illegal miners are restrained Tmakmur will accelarate export of more legal bauxide.

So Tanah Mahmur should perform better and better in coming months.

Posted by sell > 2016-01-06 14:54 | Report Abuse

Even T Makmur director disposed shares.
http://klse.i3investor.com/servlets/stk/annchdr/5251.jsp

Posted by sell > 2016-01-06 14:54 | Report Abuse

Agree with asoh. Bauxite mining ban is further bad news.

Posted by asoh > 2016-01-06 15:47 | Report Abuse

A moratorium on bauxite mining in Pahang has been imposed and will start from Jan 15 for three months. Ban for 3 months??

Posted by vews08 > 2016-01-06 20:04 | Report Abuse

Confirmed ban export for three months

Posted by FCM100 > 2016-01-06 22:11 | Report Abuse

http://www.thesundaily.my/news/1657826

If read carefully on the news, it is 3 months ban on bauxite 'mining', not 'export'.

The moratorium will be done at 3 stages. 1st stage, clear all stockpiles at the port; 2nd stage, clear all stockpiles outside the port; 3rd stage, fixe the existing stockpiles area and find one centralized stockpiles area.

Tmakmur will standout to be the clear beneficiary from this moratorium.

Don't be fooled just by reading the news header..export of bauxite will CONTINUE, Tmakmur will continue to profit from bauxite export until it's reservoir depletes.

Posted by calvintaneng > 2016-01-07 01:11 | Report Abuse

IK059,

Market has discovered TMAKMUR giving 8.5% dividend. Many are now keeping.

Posted by calvintaneng > 2016-01-07 01:13 | Report Abuse

ANY. CORRECTION IS AN OPPORTUNITY TO ACCUMULATE ON WEAKNESS .

Posted by sell > 2016-01-07 03:22 | Report Abuse

Malaysia bans bauxite mining for three months amid pollution fears
http://www.thesundaily.my/news/1657826

Posted by asoh > 2016-01-07 09:10 | Report Abuse

Agreed with Calvin, the ban could be better for TMakmur. Collecting...

Pahang-based Tanah Makmur Bhd said the company sees minimal impact from the three-month moratorium on bauxite mining in the state starting Jan 15, 2016, in the wake of various environmental problems.

Posted by kakashit > 2016-01-08 10:11 | Report Abuse

no worry la, who dares to touch the Sultan one little hair

Posted by titus > 2016-01-08 20:12 | Report Abuse

Sultan on spotlight. Tmakmur is a major player in bauxite mining

"It is clear that Tanah Makmur is a major player in the country’s bauxite industry, and by association, so is Tengku Abdullah."

https://m.malaysiakini.com/news/325953

Posted by Kang Yao > 2016-01-11 10:02 | Report Abuse

anyone went through their AR. it seems the bauxite mining is done via joint venture with WZ Satu, but i don't quite understand the deal, my interpretation is
TM will pay WZ rm80million for 36 month work, with the condition of minimum 5000mt to be mined/month. and TM will only get usd13.75 per mt?
Anyone can clarify on this deal?

Posted by OPMS > 2016-01-11 19:52 | Report Abuse

short correction. buy b4 its fly again

Posted by calvintaneng > 2016-01-13 03:18 | Report Abuse

YES BUY ON PULL BACK.

Posted by titus > 2016-01-13 08:39 | Report Abuse

Will CPO price really shoot up due to el nino? With crude price so low, there is no point to hv biodiesel. Hence the allocation of CPO to biodiesel is no longer that attractive. So demand for cpo will be offset.

Posted by OPMS > 2016-01-13 18:53 | Report Abuse

titus not exactly. palm oil is edible vegetable oil & vastly use i.e. personal care products, cosmetics, pharmaceutical, food ingredients, etc.

Posted by calvintaneng > 2016-01-13 21:44 | Report Abuse

Kang Tao,

Go and look up on Quarterly Report.

It stated that from Property there is a Profit of Rm48.92 Millions and contribution mainly due to bauxide mining.. So TMakmur can't be doing business with WZ Satu unless there is profit generating deal.

This sell down to Rm1.43 presents a Great Bargain Hunt Opportunity. After the dust is settled and things return to normal TMakmur should continue to perform better due to ongoing El Nino.

I am happy to add more TMakmur shares on weakness today.

Remember, Year 2016 Revolves Around Palm Oil As The Investment Theme.

Posted by lux88 > 2016-01-13 22:08 | Report Abuse

Wah, Calvin likes to catch falling knife?

Posted by calvintaneng > 2016-01-13 22:13 |

Post removed.Why?

Posted by lux88 > 2016-01-13 22:15 | Report Abuse

Calvin, dont get burn until no mood celebrate CNY.

Posted by calvintaneng > 2016-01-13 22:19 | Report Abuse

Lux88

Thank you for your concern. May you have a happy and prosperous year in 2016

Posted by Koon Bee > 2016-01-13 22:23 | Report Abuse

Calvin this year earning alot in jtiasa, kpscb & opcom loh

Posted by Koon Bee > 2016-01-13 22:24 | Report Abuse

I help him count, at least 100k - 150k profit in these 3 counter

Posted by OPMS > 2016-01-14 18:50 | Report Abuse

Be like an eagle, can see far away.. investor wise, can see opportunity long before the majority does..

Posted by OPMS > 2016-01-14 18:53 | Report Abuse

TA + FA, I bought some more today.. may all fellow investors (or more likely value traders) hv prosperous year this 2016 !

Posted by titus > 2016-01-15 08:38 | Report Abuse

HI OPMS, thanks for highlighting on palm oil usage. Indeed true that palm oil vastly use and currently those demand already accounted. If fuel price high, global demand remain strong, then with el nino, it will boost up CPO price. Due to both going down, it will offset the el nino effect in my opinion. Also as pointed out by calvin, Bauxite contribute mainly to the property segment. Hence the figure stated is 1/2 or 1/3 of quarterly revenue. Hence I believe next quarter will be impacted and not accounted to any penalty if there is any contract delivery that need to meet. . US rebound yesterday and I believed most stk will do the same. It is just my flaw opinion.

Posted by netcrok > 2016-01-15 11:15 | Report Abuse

Thank you for the info. Will pick up the knifes on the floor at 1.28 :-)

Posted by calvintaneng > 2016-01-15 13:28 | Report Abuse

Hi Guys,

This is the best time to pick up some cheap oversold TMakmur shares.

Why?

Answer:

1) The recent bad publicity about bauxide has caused a sell down in TMakmur share.
Actually it is a blessing in disguise for TMakmur. Being Govt owned and Royalty owned TMakmur has always abided within the laws of the country. It was the illegal bauxide miners that caused the problems. As Company stated even TMakmur bauxide shipments were held back at Kuantan Port and delayed by these illegal bauxide mining.

Now there is a moratorium not to mine, but delvery of stockpile at Port continues.. So TMakmur revenue is not affected at all.

To be continued...

Posted by calvintaneng > 2016-01-15 13:32 | Report Abuse

One Insider is selling but One Royalty Insider has been buying TMakmur shares up to Rm1.38.

So I think in spite of all negative news Value has emerged again at Rm1.40

Remember, EL NINO Will spur profits from Oil Palm price rise.

So the yearly 12 cents dividend will be sustainable. And bauxide mining when resumed will accelerate CASH FLOW (After all illegal ones are banned!)


To be continued...

Posted by calvintaneng > 2016-01-15 13:35 | Report Abuse

I spoke to a Maybank Lady Boss.

In this very uncertain year she put Rm100,000 into One Year Maybank FD at 5% Interest.
But that's not enought to cover inflation. GST alone is 6%.

Since TMakmur is giving 8.5% dividend she bought 50,000 shares of TMakmur for capital protection

To be continued...

Posted by calvintaneng > 2016-01-15 13:38 | Report Abuse

Another friend of mine is thinking of transfering his monies from EPF to TMakmur for the same reason.

Return OF capital is more important than return ON capital.

Since putting in the bank is not safe dur to Value Erosion by inflation and crashing ringgit.

TMakmur provides an alternative as CAPITAL PROTECTION

So Calvin is buying more

Posted by qwerty > 2016-01-15 16:01 | Report Abuse

Buy nowbefore it continue to rise

Posted by XXXvalue > 2016-01-15 18:11 | Report Abuse

calvin why u promote this co....kesian lo people of Kuantan!

Posted by XXXvalue > 2016-01-15 18:13 | Report Abuse

promote co that bring good kin of dev to human race lah...

Posted by XXXvalue > 2016-01-15 18:14 | Report Abuse

Environment protection shud be more important than ur selfish own capital protection!

Posted by Desa20201956 > 2016-01-15 18:15 | Report Abuse

Woah...we got ethical investing here also.

Posted by XXXvalue > 2016-01-15 18:16 | Report Abuse

I rest my case...lol

Posted by OPMS > 2016-01-15 19:54 | Report Abuse

Panic buy !

Posted by asoh > 2016-01-16 23:29 | Report Abuse

Correct me....there are many mining companies involve in the "mineral" extraction and TMakmur is one of them. Any news that can link Tmakmur to cause the env pollutions beside it does mining of bauxite...

Posted by calvintaneng > 2016-01-16 23:39 | Report Abuse

Asoh

Go and read up all the reports in TMakmur Annual Report and Quarterly report. TMakmur belongs to Pahang Govt & Pahang Royalty.

So they follow strict procedure. After bauxide is extracted carefully they build houses in Kota SAS. All the houses built in year 2013 & 2014 were all SOLD OUT! If really bad how come all houses built there are TOTAL SELL OUT.

And Company stated CLEARLY that it was Solely due to congestion at port that revenue dropped. So it is the illegal mining that caused all the problems. And after these illegal haphazard miners are driven away TMakmur exports will accelerate upward.

Posted by asoh > 2016-01-16 23:42 | Report Abuse

On paper, lost almost 10k last week on Tmakmur. So Calvin when is the 8.5% dividend ex date?. Can Tmakmur deliver the CNY Ang pow..???