Apart from hengyuan and petronM, Sharks are attacking Hibiscus and cypark too! It’s damn obvious. Why is authority not taking action?

The sharks’s action has successfully induced forced selling or margin call which further put downward pressure on stock price . This exactly meeting the sharks’ objective.

The sharks’s action has successfully induced forced selling or margin call which further put downward pressure on stock price . This exactly meeting the sharks’ objective.

Seem to me that both Hengyuan and PetronM are being cornered these 2 days . These happens just before QR to be announced soon. Worthwhile to top up at current level

Seem to me that both Hengyuan and PetronM have been cornered these 2 days . These happens just before QR to be announced soon. Worthwhile to top up at current level .

Make good money and can’t afford to pay a single sen of dividend for years . Very fishy .

The overall sentiment for plantations are badly affected by the disappointing results of the big caps.

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

Lower production in March qtr compared to Dec qtr is due to crop seasonality . Every year is the same !

Unbelievable how the market function ！

Extremely weak market sentiment, no support from foreign and local institutions, local retailers severely hurt by recent months sell down of penny stocks, glove and tech stocks. Therefore, manipulators rule the market. Truly value and long term investors will profit eventually.

It’s great buying opportunity for truly value and long term investors.

Extremely weak market sentiment, no support from foreign and local institutions, local retailers severely hurt by recent months sell down of penny stocks, glove and tech stocks. Therefore, manipulators rule the market. Truly value and long term investors will profit eventually.

It's foolish to compare qoq for plantations which has crop yield seasonality.

@stockpicker888, stripping the gain on land disposal, operating earning is 353% higher YOY.

Posted by stockpicker888 > 19 minutes ago | Report Abuse

Reading the QR, Isn’t the huge jump in profit due to disposal of plantation assets at 364 million? If we minus this, the result could be flattish or slightly -ve, which is an expected quarter, inline with most companies. Nevertheless, this is still a potential counter, but buyer have to realise the reason of the high profit and dividend.

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

@chkhooju, after receiving 45sen, you cost is $1.05 to $1.14 only . I think a very safe bet.

Hahaha… wiser to stay calm and don’t fall prey to insiders and sharks.

@speakup, Favco 85 sen is dividend sure in pocket without having to get approval.
Mphb’s 45sen is still subject to many approvals yet to be completed and conditional to completion of insurance sales . There is difference and investors want certainty.

I am waiting at $1.45. After 45 sen repayment, nett cost is $1.

Can EGM be virtual too ?

That leads me to think that the management is evasive and the most likely outcome is for SU to take 100% control of all assets worths $billions by utilizing the balance of the assets disposal proceeds after the 45sen distribution. The balance proceeds add up to about $866 millions.

I personally don’t like the Management not being upfront on the use of total disposal proceeds in MPI totaling $508+360 millions. Proceeds from the land disposal in earlier years totaling $340 million has not been addressed too.!
They should at least proposed to distribute to shareholder all of the $508 mil being the disposal proceeds from the 51% MPI . The disposal proceeds in earlier years from 49% MPI and land totaling $360 +340 =$700 mil can be addressed in AGM. And $700 mil is a huge sum for investment, working capital etc!

@opportunate, I like your calmness and optimistic disposition, something many of us to learn .

Increasing crude oil production and increasing refining capacity is not so simple and quick as you may think. Serious lack of new investment in exploration and new field over the last few years due to global warning pressure from all fronts couple with aging existing field will see supply to be tight for years. Oil companies are reluctant to step up capex due to the uncertainty of global warning backlash. Same goes with refining.
I am heavily invested in palm oil . I like crude oil too, especially the refining segment. Both pays off very handsomely .

Irrespective of whether the dividend will be sweetened, we minority must continue to fight against "oppression" by controlling shareholders. Minority must wake up and show them the power.

I have just read yesterday's announcement on how the $508 mil (71sen /share) from the 51% MPI disposal to be used - only 45sen is proposed to reward shareholder !
SU thinks we the minority investors have forgotten the huge proceeds from the balik pulau land sales ($226 mil) , Pengarang land sales($113mil) and the 1st 49% sales ($360 mil) totalling $699 mil ! Nothing is paid to shareholders from these previous asset monetisation over last 9 years! Nothing is spend on business development or in new busienss venture to enhance the value of the company!

Yesterday's proposal to reward only with meagre 45sen is not reasonable and can not be accepted. Shareholders must protest fiercely until justice is done.
I will be writing a protest letter to the Board of MPHBcap to let them know there is no incentive for me to support the insurance disposal. My letter will be copied to Generali Asia,
Malaysia's Minority Shareholders Watch Group (MMSWG) and some of the press as well.
Minority shareholders who have the same feeling should do the same.

Palm oil outlook is good . So is crude oil . Both are the basic necessities in life and not much you can cut . Crude oil fundamentals are the same as palm oil eg ESG/ climate change curtailed new investment, war and sanctions disrupted supply and logistics etc. oil price will stay high for a while benefitting upstream producers. Refinery margin is 3-4 times higher than the average of last 10 years !
I stay invested in palm oil as well as crude oil . The return from both are fantastic and mid term future are equally good .

Nice closing today. Weak holders are being ‘eaten up’ gradually by shark/insider until special dividend and/or capital reduction is announced in a few weeks time .

KYY, for goodness sake, the lower qoq production and profit is NOT due to labour shortage. It is the seasonality factor! Q1 coincide with low crop period ! It’s the same every year . Don’t misled your reader . Just compare yoy!

Simeplt realized CPO price for Malaysia segment is only $4,122 which is only marginally higher yoy . This is the result of too much forward sales and poor foresight ! That explain simeplt’s low profit increase yoy.
Avg Spot month CPO price for Q1 is about $6,000. Most small and mid cap plantations will achieved realized price close to $5,800-6,000 and be able to report double to triple jump in yoy profit . So stay with the small and mid cap plantations.

I have consistently said that privatization thru SCR is imminent . There is just too lucrative for major shareholders to strip the assets eventually.

Because all the landed assets worths a few $ billions and they are all in very strategic locations.

I think once the interested shareholders taken it private thru SRC, they will progressively strip the company by monetisating assets by assets over years .

@Opportunate, the term is SCR (selective capital reduction) ie buying out majority of the independent shareholders (called disinterested shareholders). After the SCR, the major shareholder (SU) and his related shareholders ( called interested shareholders) shall continue to own the company. The company can subsequently be re- listed if the interested shareholders wish.

How come PetronM surpass hengyuan now by 20 sen!

Investors should try to attend to voice out strongly the requests for management to set very clear dividend policy. I will be there .

Mr OTB, would you mind to share with us your estimate for HRC’s FY2022 profit ? Thanks
—————————-

Posted by OTB ;
rr88 is a liar.
Whole year 600-800 million profit.
Please show me your calculation.
You are a big liar wants to buy cheap on Hengyuan.
You do not do your homework and simply talk without facts and figures.
You can bullshit to others, do not tell lies here.
A liar is always a liar.

LTAT is working on value appreciation for Bstead and it’s subsidiaries like Bplant. More assets monetisation in Bstead and Bplant is expected.

https://newswav.com/A2205_UiGFZB?s=A_HOGThr5

LTAT is working on value appreciation for Bstead and it’s subsidiaries like Bplant. More assets monetisation in Bstead and Bplant is expected.

https://newswav.com/A2205_UiGFZB?s=A_HOGThr5

I guess some take profit in anticipation of another DJ plunge ?

Wild price swing today from as high as $7.60 down to $7.13 at the close.

What happened to HRC these 2 days?
Wild price swing today from as high as $7.70 down to close at $7.17!

With KYY and his supporters loading up PetronM, it’s share price may soon overtake HRC. KYY can not eat his humble pie following his mistaken comment on HRC recently.

With KYY and his supporters loading PetronM , it’s price may soon surpass HRC.

After insurance sales , MPHB cap has plenty of good value lands in KL, selangor, Penang and Johor that can be monetized. All these lands are not bringing any meaningful yields and the group has no plan to undertake any development on them .