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All plantation stocks suffered & NOT benefited from El Nino

moneySIFU
Publish date: Tue, 24 May 2016, 02:22 PM
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Many bloggers in i3 have recommended plantation stocks due to the effect of El Nino where all of them have correctly predicted the increase of palm oil price.

However, I did comment in some of the articles where the increase of price was due to the lower supplies result of El Nino, so overall the income will drop due to less productions from plantation states. 

Below are TODAY'S NEWS, Let's see who are correct:

 


FGV posts Q1 net loss of RM65m, hit by El Nino

http://www.thestar.com.my/business/business-news/2016/05/24/fgv-posts-q1-net-loss-of-rm65m-hit-by-el-nino/

 

Genting Plantations impacted by lower palm oil output

http://www.thestar.com.my/business/business-news/2016/05/24/genting-plantations-impacted-by-weak-sentiment/

 

TH Plantations - 1Q16: Dragged by weak output

http://klse.i3investor.com/blogs/kltrader/97046.jsp

 

Malaysian palm oil price falls to near 3-month low

http://www.thestar.com.my/business/business-news/2016/05/24/palm-falls-to-near-threemonth-low/

 

 

 

Discussions
3 people like this. Showing 17 of 17 comments

moneySIFU

Posted by calvintaneng > Apr 17, 2016 07:06 PM | Report Abuse

Hi Guys,

So NOW YOU MUST LOAD UP ALL PALM OIL STOCKS BECAUSE OF THESE SALIENT FACTORS:

1) MONSTER EL NINO
2) FOLLOWED BY TERRIFYING LA NINA
3) Another Good News is Indonesia HAS BANNED Further Oil Palm Cultivation.
4) And less lands in Malaysia for agriculture as Country is fast converting land to industry due to FDI & TPP
5) The Future of All Oil Palm Stocks in Malaysia IS VERY BRIGHT

NOW YOU MUST BUY THEM WHILE THEY ARE STILL SO CHEAP LIKE BUYING LAFARGE CEMENT AT 66 CENTS!!!

So FIRST THING TOMORROW

SELL ALL OTHER EXPORT STOCKS

AND BUY OIL PALM STOCKS!

2016-05-24 14:27

moneySIFU

(fayeTan) - It's time for PLANTATION to FLY - KMLOONG is my choice (Value at RM4.37 per share)

http://klse.i3investor.com/blogs/genzinvestor/92909.jsp

2016-05-24 14:30

goodinvestorz

holland siblings - calvintan and fayetan.

2016-05-24 14:32

Tom

Post removed.Why?

2016-05-24 14:36

super_optimus

two big redundant jokers...wahahaha

2016-05-24 14:39

soojinhou

Exactly. Price high so what if you got nothing to sell hahaha.

2016-05-24 15:18

Tom

holland siblings - calvintaneng and fayetan

2016-05-24 15:37

KLCI King

If you ask anyone from Sabah who are familiar with palm oil plantation, they will laugh at those who ask to buy plantation stocks when El Nino was coming

2016-05-24 15:50

super_optimus

not sabahans laughed die die, 25mil malaysian + 5mil campur laughdieme liao....wahahaha!

2016-05-24 16:35

dami

calvin idiot predicted 6000 for oil palm.

2016-05-24 23:04

rexarin

calvin tan sin ka lan

2016-05-24 23:08

calvintaneng

CALVIN IS HERE!

LISTEN!

I still believe that Oil Palm Counters will do very well.

It will unfold like these:

1) Due to El Nino CPO Prices have already surged from Rm1,900 a tonne to over Rm2,500 a tonne

2) As of these early months FFB production have not been good due to El Nino factor. Everything from fruit, vegetable, durian & FFB are all affected. So these quarterly results are still poor as harvest now is meager.

3) As El Nino progressed the Stockpile of CPO has dwindled. So as more and more Stockpile melt away CPO prices will continue to move upward in price.

4) After El Nino will come La Nina with its sweeping rain and world wide flood.

5) Flood is already wiping off soy bean plant in Argentina and cause Soy Oil Stockpile to deplete.

6) The latter months of the year will SEE a surge of CPO Production while Soy Bean will be destroyed by Flood, Tornadoes, typhoons & cyclones.

7) As such With CPO Prices Shooting Past Rm3,000 a tonne coupled with Increasing FFB Harvest ALL OIL PALM COUNTERS WILL SKYROCKET IN PRICES!

8) So this temporal setback presents us A WONDERFUL OPPORTUNITY TO LOAD UP OIL PALM COUNTERS NOW!

I Am Buying More Palm Oil Stocks & Long CPO Futures.

HIP HIP HOORAY

Regards,

Calvin Tan
Bulling on Palm OIl Stocks & CPO futures!

2016-05-24 23:41

calvintaneng

Correction!

Should read as, "CALVIN IS BULLISH ON OIL PALM STOCKS & CPO FUTURES"

2016-05-24 23:48

moneySIFU

Sincerely thank you for your clarification, Calvin.

In my opinion, there are few factors be taken into consideration:
1. Supply & demand of other substitute vegetable oils such as Soybean oil
2. Crude oil price (bio-diesel development)
3. Weather factors (El Nino & La Nina)
4. Minimum wage rate regime in Malaysia
5. Available work forces
6. Development on other palm oil producing countries
7. Economy conditions of palm oil targeted markets (China & Europe)

2016-05-24 23:58

yuefei01

not to forget the palm oil export tax

2016-05-25 10:24

dami

calvin idiot has very thick skin and likes to day dream.

2016-05-25 11:41

dami

calvin idiot now cut 6000 to 3000 for oil palm without blinking a eyelid.

2016-05-25 12:30

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