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  Mabel Presently, the four largest sectors on the KLCI with a combined weight of 66% are Banks (e.28.4%), Gloves (e.15.2%), Utility (e.11.8%) and Telco (e.10.6%). If Gloves Supermax and Kossan feature in the next constituent review, these four sectors would make up about 70% of the total weight: Banks (e.27.7%), Gloves (e.19.8%), Utility (e.11.6%), Telco (e.10.3%) Plantation currently is only 8.9% which means there lots of room to grow since there are similar advantages of medical gloves and palm oil due to the tropical climate of Malaysia 1. Why China cannot compete against Malaysian Medical gloves? Answer: Because China don't have rubber trees for fresh latex And China got cold winter which is bad for glove chemical as cold weather hardens rubber fast unless they use heater which add to cost of production 2. Same reason applies to palm oil Soybean cannot grow in winter. So from November to March USA don't have soybean For Brazil and Argentina now got very very hot dry weather so planting is delayed even though it is Spring time in the Southern hemisphere Palm oil is evergreen and is harvested twice a week throughout the whole year round So, for 4 months when there is no soyoil or other vege oil then palm oil will reign as king oil SO, FROM NOW TILL FEBRUARY PALM OIL MIGHT GO UP INTO STRONG UPTREND SHOULD BRAZIL & ARGENTINA GOT DROUGHT THEN PALM OIL WILL GO INTO FULL FLEDGE MULTI YEAR HIGH BULL RUN. Meow Meow Meow 13/10/2020 8:53 AM Mabel Meow Tanhboon! All the hard work has been done... Right now it's time to wait for our Plantation to yields.. Victorious Farmers win first and then go to Plantation, while defeated Farmers go to Plantation first and then seek to win. Opportunities multiply as they are seized. Farmer Mabel Tzu - Plantation Strategist Meow 15/10/2020 8:47 AM  Tanhboon If the last rally of cpo at rm3200/ton is anything to go by with tdm peaking at 42sen ... A return ... if cpo goes further to rm3500/Ton Then tdm May go to 50 sen .., 15/10/2020 5:04 PM Mikecyc haha Good bulldog ingat cat cakap dia tak pakai bawah dalam .. bagi Goreng hot dog awak kaw kaw loh ... 16/10/2020 10:26 AM Mabel @Mikecyc haha hari hari maow maow maow loh ... 16/10/2020 6:00 AM The more I Meow the more my collections are up... Today... Gloves Fantastic Four are up.. Vaccine stock are also up.. 7 of my Plantations are already up... Your MHC still period ke? Not moving... Meow 16/10/2020 10:41 AM Mabel @Mikecyc haha Good bulldog ingat cat cakap dia tak pakai bawah dalam .. bagi Goreng hot dog awak kaw kaw loh ... 16/10/2020 10:26 AM I used to spends thousand on those underwear. Now I have find a more productive used for my excess to feed 3 billion people across 200 countries... Do you know that Britney Spears does not use underwear? In this modern age, most women these days seldom use it. There's actually nothing to be shy about it really and here's why. 1. It's comfortable. The number one reason is that it's, honestly, really comfortable. It's just you, your private and your pants getting to know each other better, hanging out like old friends, sipping glasses of wine. 2. Very hygienic.. If you have lots of itching and irritation down there, gynecologists actually recommend you skip wearing underwear. Vaginas are already moist and hairy, so adding a layer of suffocation (in the form of underwear) can actually make things worse. If your vagina is constantly covered, more moisture collects down there, which cultivates an ideal environment for yeast growth. And since the risk of yeast infections among humans has actually been increasing, it might be a good idea to start without it. 3. You'll feel sexier. That little secret you have with yourself will totally up your confidence. Let your boyfriend know you're not wearing any underwear and watch his lust for you skyrocket. You can up the ante by whispering it in his ear in a public place where he can't do anything about it just yet. You will officially become the only thing on his mind all night. There’s many more, but I think I just stop here. You can watch Britney Spear in action with Michael Jackson. https://www.youtube.com/watch?v=VrTC3FHE8No Meow 16/10/2020 10:47 AM Godllub Thks Sifu Tanhboon If the last rally of cpo at rm3200/ton is anything to go by with tdm peaking at 42sen ... A return ... if cpo goes further to rm3500/Ton Then tdm May go to 50 sen .., Shall start buying now 16/10/2020 11:55 AM Mabel Yes just buy at this price. Plantation will be the next rally... KUALA LUMPUR/MUMBAI (Oct 8): Palm oil prices are likely to jump in the first half of 2021, three leading industry analysts said in a webinar on Thursday, as La Nina weather pattern is set to hit edible oil supplies amid lower soybean crushing in Argentina and rising sunflower oil prices. Heavy rainfall brought on by La Nina has started to disrupt output in Southeast Asian palm producing countries and will bring down global supply this year, said analyst James Fry. However, the rain and better estate maintenance due to current high palm prices will significantly boost supply in 2021, said Fry, who heads commodities consultancy LMC International. https://www.theedgemarkets.com/article/palm-oil-prices-rally-first-half-2021-say-top-analysts Meow 17/10/2020 9:15 AM Mikecyc Refer to MPOB : Malaysia CPO export 2020 Jan to August export to U.S.A is 387,347 MT export to China is 1,842,142 MT vs 2019 1,395,697 MT : + 32 % export to India is 1,176,274 MT vs 2019 3,597,563 MT : - 67.3 % export to Europe is 1,341,780 MT vs 2019 1,419,722 MT : - 5.5 % 17/10/2020 11:00 AM Mikecyc US bans imports from palm oil company FGV * PLANTATIONS * Wednesday, 30 Sep 2020 10:41 PM MYT KUALA LUMPUR (Reuters) - The United States has banned imports of palm oil from FGV Holdings Bhd following an investigation into allegations it uses forced labour, the US Customs and Border Protection (CBP) agency said on Wednesday. FGV, the world's largest crude palm oil producer, and some other suppliers of the oil used in everything from food to cosmetics to biodiesel have long faced allegations from rights groups over labour and human rights abuses. 17/10/2020 11:03 AM Mikecyc haha next will be Sime Darby as now it is plan to invest RM 350 million to build proper homes for its workers .. additional cost .. 17/10/2020 11:05 AM Mikecyc and there will be more competition among the plantations locally since the US ban .. 17/10/2020 11:06 AM Mikecyc Haha Why Plantations selling Plantation is a new normal nowadays ? Due to Huge Debt ..Not easy to sell nowadays ... 1.) TDM intended to sell Indonesia Plantation for cash RM 200 million but failed. 2.) THplant is facing below issues on selling 2 subsidiaries owning 6,514 ha of land for RM170 million ... -------- Sale of two TH Plantations unit to Tamaco for RM170m under review Adam Aziz / theedgemarkets.com July 22, 2020 13:46 pm KUALA LUMPUR (July 21): The Prime Minister’s Department via the Economic Planning Unit (EPU) is reviewing the proposed sale of two TH Plantations Bhd subsidiaries owning 6,514ha of land for RM170 million. TH Plantations announced on Dec 6, 2019 that it is planning to dispose of the two subsidiaries — Bumi Suria Ventures Sdn Bhd and Maju Warisanmas Sdn Bhd — to Tamaco Plantations Sdn Bhd By landbank size only, the proposed transactions valued the combined 6,514ha at RM26,098/ha based on the proposed selling price of RM170 million, and RM30,396 based on JPPH valuation of RM198 million. The sale of the two TH Plantations subsidiaries to Tamaco requires the approval of the EPU, as Tamaco is a non-Bumiputera company. The sale to Tamaco is pending approval on whether the transaction is at market price, and whether it will impact the long-term strategy of TH Plantations and its profitability, added the deputy minister. 17/10/2020 11:08 AM Mikecyc # Boustead Plantations 75,000 hectare x 2.471 = 185,325 acres FY14 to FY19 average revenue =3961.7/6 = 660.28 million > 1 acre generate RM 3,562.82 # MHC : Plantations = 33,000 acres FY14 to FY19 average revenue =2001.4/6 = 333.57 million > 1 acre generate RM 10,108.18 --- Refer to FY20 Q2 ended June : a) Financial assets Trade and other receivables 90,382,000 Cash and bank balances 48,842,000 total = 139,224,000 b) Financial liabilities Loans and borrowings 1,361,756,000 Trade and other payables 90,882,000 Lease liabilities -- total = 1,452,638,000 a) - b ) = ( 1,313,414,000 ) Haha no wander article said intend to sell parcel of land .. 17/10/2020 11:09 AM Mikecyc TDM >> Refer to FY19 audited report after re-statements .. PPE is RM 796,531,000 , Less Indonesia Plantations asset value Rm 200,000,000 .. Cash = 90 million ..PPE = RM 596,531,000.... Net Debt = 617,252,000 ## Haha add Debt 62 million on 1/8/2020 .. cash n banks balances 90 million is Loss 26.9 million in 2Q : Gearing Ratio will be 1.184 .. High Risk ... 17/10/2020 11:12 AM ooi8888 hello mikecyc, you are now hiding in oil palm plantation selling buntuk? Is it because belakang mati no business due to CMCO? 17/10/2020 11:13 AM Mikecyc >> Haha no wander Production yield is so Low .. no re- Plantation ke ... almost 50 % of oil palm plantations area : 3,800 ha oil palm trees over 26 years .. 11,000 ha oil palm trees within 22 years to 26 years .. 17/10/2020 11:13 AM Mikecyc TDM , let’s see the latest 5 years results: FY15 : revenue = 381 million , profit = 74.3 million FY16 : revenue = 429 million , profit = 21.5 million FY17 : revenue = 449 million , profit = 22.7 million FY18 : revenue = 405 million , Loss = - 76.4 million FY19 : revenue = 432 million , Loss = -79.6 million @>> FY20 Q1 ended March : revenue = 107 million, Loss = -8.28 million compared to FY19 Q1: revenue = 104.7 million , Loss = -4.91 million @>>> FY20 Q2 ended June : revenue = 83.938 million, Loss = -18.413 million . Compared FY19 Q2 : revenue = 99.521 million, Loss = -369,000 . ## Referred to FY19 audited annual report: Independent Auditors remarks : >>EMPHASIS OF MATTER We draw your attention to Note 42 to the financial statements where various significant and material misstatements have been adjusted retrospectively in the 2018 financial statements. These errors have affected the financial position, results and the relevant disclosures of the prior years. Our opinion is not modified with respect to this matter. 17/10/2020 11:13 AM Mikecyc TDM Hospitals performance? > Refer to FY QR2 ended June 2020 : Revenue Profit/ ( Loss) Plantations 47,868,000 7,766,000 Healthcare 36,070,000 ( 2,029,000) note : Depreciation n amortisation is ( 20,836,000) #Refer to FY20 QR1 ended March 2020 : Revenue Profit/ ( Loss) Plantations 57,120,000 ( 6,502,000) Healthcare 61,915,000 3,008,000 #FY19 QR4 ended December 2019 : Revenue Profit/ ( Loss) Plantations 58,754,000 5,426,000 Healthcare 65,101,000 5,770,000 Note : Profit is reduced and become in Loss , and a lots of court cases , one court case is instructed to deposit RM 1.0 million as to winding up case. >> note : Depreciation n amortisation is ( 20,836,000), Hospitals equipments n facilities is too Old .. sudden Huge amortisation although each years had done the amortisation . 17/10/2020 11:14 AM Mikecyc Haha memang TDM = TUJU DESTINASI MUFLIS.. （吉隆坡23日讯）诚信党登嘉楼州主席拉惹卡马鲁巴林上议员指出，尽管登州大臣拿督斯里阿末山苏里迄今仍未对州政府旗下公司登嘉楼发展及管理有限公司（TDM）连续3年没有向大马公司委员会（SSM）提呈年度财政稽查报告说明原因，大马公司委员会已对违例的TDM发出传票。 “我们也接获可靠消息，指TDM公司已经悉数缴付罚款。” 拉惹卡马鲁巴林三周前也在国会上议院促请大臣就此事作出解释，以及质问州政府为何要重金委任多名人士出任登州政府相关公司的董事，但却不受理会。 他今日在国会媒体室召开新闻发布会说，TDM多年来没有呈报财务报告，明显违反大马公司委员会法令。 17/10/2020 11:14 AM Mikecyc TDM undergone exhaustion of fund raising methods, will face with cash insolvency sooner or later : 1) asset disposals for sale of Indonesia Plantations, got court case in proceedings against Indonesia local regulators. Update: court case is lost to Indonesia local regulators. Asset Disposals deal is withdrawn by the bank . 2) Supply 60 % of output agreement to get upfront cash but is delayed since July2019 as BAnk Guarantees is still cannot provide to Buyer company. 3) PP shares of 168.3 million proposed on March2020 ...1st tranche is fixed price at 0.217 but no quantity indicated , is signs of lack of confidence of subscribers. Only 40 million PP shares is subscribed , balance 128.3 million is no corporate investors to buy ... Avoid TDM .. Tak Da Mangkin .. 17/10/2020 11:15 AM  | |
