|
| |
Expired Warrants
  bulldog The price drop mainly due to CPO downtrend But at 3200 tdm still profitable plus 4 specialist hospital Huat chaiii 20/01/2021 4:04 PM bulldog If below 30 bulldog will be all out accumulating Untill no more cash in the bank , unit trust, tabung haji, ASB, pinjam Sama emak pinjam Sama wife...semua moratorium minta dgn bank... invest until broke Huat chaiii 20/01/2021 4:07 PM bulldog Then invest and wait for 1 year dec2021...if still less than 30 c then bulldog can travel to Holland peacefully If 60c .. bulldog also can retire from bursa peacefully and bot small plantation land Huat chaiii 20/01/2021 4:11 PM bulldog TDM is of the super defensive counter Most of the plantation high impact due to CPO drop...but TDM have 4 specialist hospital which is bullet proof from CPO Price Huat chaiii 20/01/2021 4:26 PM  johoran http://bepi.mpob.gov.my/index.php/en/monthly-release/monthly-release-2020/dec-2020.html 20/01/2021 5:33 PM johoran NOV 2020 vs DEC 2020 production cpo drop 17% Stock cpo drop 25% export increase 24% 20/01/2021 5:37 PM bulldog Finally Mickey mouse naysayers 3 stooges rip and shy away from TDM Huat chaiii 21/01/2021 5:02 AM Tanhboon Fcpo reversing trend based on rainfall in South America — the are hopeful that South America can start plant soybeans —— note — start planting only —— still a long way to go before harvest to add onto existing global depleted stockpile .. Bias form of news to depress prices — so smart money can buy at cheap prices —- Then they will tell the other half story to push up prices ... So time to collect 21/01/2021 12:10 PM Tanhboon Locally —floods reduced production , stock pile declines — so a reserve of factors to use when smart money wants to push up prices . 21/01/2021 12:11 PM Tanhboon Will it go down to cpo rm2000/ton 2020 MCO ... unlikely ... the sun will shine in due time Because they cannot everyday talk about rain in South America 21/01/2021 12:13 PM Tanhboon Will Tdm go back to 18sen like MCO 2020! Unlikely ... TDM has profit 1.26 eps last Q.., Possibly 2.0 EPS this Q ... It is no longer a loss making plantation company 21/01/2021 12:15 PM Tanhboon The best time to buy is when there is a lot of bad news — but bear in mind ..palmoil depleting stockpile cannot be filled overnight , and new plantatings takes 3-4 years to start bearing fruit to produce the palmoil. So global edible oil shortages still lingers on .., US still in winter... Russia ,EU still in winter ... no plantings yet till April / may — harvest July: September... so still a long way to go before their depleting stockpile can be restored 21/01/2021 12:23 PM Tanhboon When investing one must look at the larger picture and see where the fundamentals goal post are. 21/01/2021 12:25 PM bulldog Other plantation hit hard by CPO downtrend but TDM still steady Huat chaiii 21/01/2021 3:17 PM bulldog Be greedy when others are fearful Be fearful when others greedy Huat chaiii 21/01/2021 3:18 PM SDR245 Fcpo oversold. 3300 cpo good for tdm. 2700 thr profit 21 million. Now? Tik logically 21/01/2021 7:35 PM Mikecyc Haha what is the bigger picture ? 2 CEO ran away within 2 years ? External auditors remarks on FY19 on account mis-statement , then FY18 n FY 19 in Huge Loss ? 60 % output Supply agreement to get cash upfront but pending tdm BG since July 2020 , done ?? Selling asset on Indonesia plantation which being bar from local regulators is failed ??? 21/01/2021 11:25 PM bulldog Mickey mouse naysayers 3 stooges... outdated story...we invest for the future not from the past. Huat chaiii 22/01/2021 6:52 AM Tanhboon He is stuck with pessimism like a kind of ATtachment , while investors look at data earnings and hope for a better tomorrow in sight . 22/01/2021 9:09 AM Tanhboon Cpo and soybean uptrend back after realising a bit of rain in South America do not as yet solve the current reducing stockpile of cpo and soybeans . Stressed markets on edible oil - - lots of countries chasing limited stockpiles .. 22/01/2021 9:12 AM Tanhboon They cannot replenish the soybean stockpile until April earliest if South America can get those beans planted in Feb . That is if weather permits ... The northern hemisphere can only plant when spring comes - April /May .. harvest on Aug/ sept . With lots of snow this year ... delay snow melts and . flooding across the plains in April /May can delay planting to end May/ jun ... and harvest sept / October .., if early cold winter comes - then lots of crop losses again can happen this year . So replenishing stockpile remains a challenge 22/01/2021 9:20 AM Tanhboon That supports the cpo prices above the rm3000/ton level until September /October .. by then if situation is bad .. then prices will shoot towards rm4000/ton - RM5000/Ton year end . 22/01/2021 9:22 AM Tanhboon So how can cpo go rm967/ton ? Production costs already about RM2000/ton .. unless there is a big glut of soybean or palmoil .. neither is happening anytime in the near future and not this foreseeable year . 22/01/2021 9:25 AM SDR245 Last q 21mil. Next q 28mil ( est,) 20 sen coming? tis year fcpo 2800- 3200. So every Q tdm 20 mil to 30 mil profit. 20 sen coming? 22/01/2021 12:34 PM  |
|
