MuttsInvestor

MuttsInvestor | Joined since 2020-08-30

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News & Blogs

2022-04-08 14:49 | Report Abuse

This So CALL .. REVIEW from "WORLD ELECTRIC VEHICLE JOURNAL" is BASICALLY for the EUROPEAN Market . AND it is NOT a SCIENTIFIC paper but more of their OPINION and REVIEW. The MAIN EV market and with the MOST EV manufacturers is in CHINA. YET ...... NOT a single EV from CHINA is mentioned in this "REVIEW" . CATL, BYD and CALT , etc are the MAIN BATTERY manufacturer in the WORLD with over 85% of the Market. The LFP battery (BLADE Battery) is NOW being used by TESLA and Elon Musk has said that the LFP battery is the "BATTERY of the FUTURE". Yet the "REVIEW" did NOT even mention it. The BEST battery currently available is NOT MENTIONED in it ????? After ... reading the "review" it is NOT surprising that ALL Legacy ICE manufacturers are going to be going UNDER by 2030 with a 90% chance that THEY WILL be BAILED out by their RESPECTIVE Govn. Ask Financial Anaylsis like Morgan Stantly, etc. The reiview LOOKS well "STUDIED" but doest NOT represent the actual REALITY . SEE for yourselves the rate of ADOPTION of EV in Norway. As for March 2022 90% of new vehicle SOLD there are BEV ... NOT ... ICEV ( internal Combusion Electric Vehicles ) ( Hybrid ICE ). Yet they CLAIM that ." In 2020, an ICEV is still significantly cheaper than a BEV, while, by 2030, falling
battery prices will reduce the price difference to only 9% [8,9] ". What a LOAD of BULL%^$@#@$% !!!! LOOK at TESLA NOW ..... Their margin is about 25% Profit PER CAR !!!! Whilst ICE are about 5% (If not at a LOSS ) Obviously they Do NOT know that TESLA EXIST and is the MOST Profitable Vehicle Manufacturer in the WORLD !!!!! With a Stock Value of OVER 1 TRILLION (US$) without any DEBT !! The TOP 10 ICE manufacturers COMBINED DOSE NOT EVEN COMES CLOSE to TESLA valuation. And ALL of these ICE manufacturers have HUGE DEBTS ( Over 800 Billion - Combined ) .So .... USE your BRAIN . Does this reflect REALITY ???

News & Blogs

2022-04-05 23:46 | Report Abuse

If China sneezes due to covid lockdown ...... Western nations will catch .."inflation".

Stock

2022-04-05 23:39 | Report Abuse

stockraider ..... check out ... https://www.barchart.com/futures/quotes/CUM22/interactive-chart .June 22 CPO at ~Rm5,100/- ... Do NOT think it would go below that. 50 day Moving average is at rm5,100 .. Now ....... With a majority of trades above Rm5,100 for deliveries.

Stock

2022-04-05 23:28 | Report Abuse

Planterman ..... Glad to have your insight. If B20 (Malaysia), B30(Thailand) and B40(indonesia) problem has a "insight" ...Perhaps the prices of CPO direction would be "clearer" . So far ( my 2 cents ) .... Thailand and Indonesia are incline to RAISE CPO consumption in Diesel and Air Fuel to conserve US $ as they will need it to BUY .."FOOD" in the coming months. .... So of the CPO Sifu's are missing ... (LoL)

News & Blogs

2022-04-05 23:01 | Report Abuse

LoL...Batteries is the ONLY way to STORE electricity generated. Id TESLA the Lead Company in Battery Tech or the Largest in the WORLD ???? ... No. Currently CATL lead as the largest 50% of Battery manufacture. So .. TESLA FAN BOY video. Not FACTS but FICTION.

News & Blogs

2022-04-05 22:55 | Report Abuse

The Blind leading the Blind !!!!

Stock

2022-04-05 22:13 | Report Abuse

If Crude Oil stays are US$100/barrel ..... Both Malaysian and Indonesian Govn have indicated they will IMPLEMENT the B20 ( Malaysia) and B40 (Indonesia) blends for Diesel. Jet Fuel will also play a part now that countries have open up their Tourism sector. How much CPO will be absorbed by this ? And will it cause a shortage in Supplies to Market ? Any Pro here can hazard a guess. ???

Stock

2022-04-05 22:10 | Report Abuse

https://www.globaltimes.cn/page/202204/1257528.shtml "" Coldest April day in 75 years hits rural France "" .... Already April and have FREEZING fronts coming into EUROPE. Not surprising if it HITS other regions of EUROPE which are suppose to be PLANTING period. SO.... What are the RISK of FOOD shortages coming in Summer /Autumn / Winter ??? Can we have some "Related and Pertinent " information which may cause CPO to rise ?

News & Blogs

2022-04-01 21:30 | Report Abuse

Agreed. ALL ....... European companies SHOULD LEAVE the CHINA.

News & Blogs
Stock

2022-03-10 19:50 | Report Abuse

BOUSTEAD PLANTATIONS BERHAD 58,269.30(Feb2022) 129,025 (Total todate - jan&feb ) - FFB production ........ Looks to me that Feb 2022 is a BAD month for FFB. Any comparision for 2021 and 2020 ?

Stock

2022-03-09 22:48 | Report Abuse

https://www.bangkokpost.com/opinion/opinion/2276159/get-serious-on-oil-prices "" The measure, to last until May 20, was implemented after truckers threatened to block roads if the government failed to cap the diesel price. ""... Will Thailand start to introduce B20 or B30 diesel if Oil prices maintain at above US100/barrel ??

Stock

2022-03-09 21:48 | Report Abuse

Weather Impact ??? Now is March yet the EAST coast is experiencing Heavy Rains. This will impact Collection of FFB and delay pruning and weeding of plantations. Then April ...( Fertilizers with increase in prices ) ...Will Plantations still use LOTS of fertilizers ?

Stock

2022-03-09 21:44 | Report Abuse

https://www.thestar.com.my/aseanplus/aseanplus-news/2022/03/09/indonesia-tightens-palm-oil-export-curbs-in-new-hit-to-global-supplies Indo. increased from 20 to 30% CPO retention for Domestic Consumption. Had expected this 2 weeks ago. But so fast in March 2022. ? More B30 diesel would be blended now due to high Crude oil.

Stock

2022-03-06 18:10 | Report Abuse

https://www.marketscreener.com/news/latest/Malaysia-end-Feb-palm-oil-stocks-seen-at-10-month-low-as-exports-rise-Reuters-Poll--39662295/ "" Inventories are forecast to drop 11.4% from the month before to 1.38 million tonnes, ... "" ..... Tight Supplies. PLUS ..... Will Indonesia Push for B30 to B40 bio diesel now that Crude Oil hits Us115/barrel ? Or continue with the B30 BioDiesel and PAY for increase in Crude Oil ? How about Jet Fuel ? Mix or Not to Mix ?? ...... Interesting and Conflicting factors. Hmmmmm.................

Stock

2022-03-06 13:20 | Report Abuse

://www.theedgemarkets.com/article/how-strength-soybean-prices-linked-black-sea-conflict-?-braun .. "Soybean supply risks could continue beyond the current season. US farmers may not plant enough soybeans this year to maintain or build stocks, which could keep soybean and soybean product supplies tight until at least early 2023, when Brazil harvests its next crop. " ..... Interesting. Any comments ..... John/Planterman/Etc ??

Stock

2022-03-05 14:48 | Report Abuse

Noticed that LOTS of US funds are SELLING due to Ukraine Nuclear Plant incident. Across the Board even in US and European market. Chinese Counters in NYSE was also badly hit ....... As investor of Mid to Long term and looking for "Value" ..... CPO and Ev are good sectors to invest in times of uncertainty.

News & Blogs

2022-03-03 18:29 | Report Abuse

wheat has little replacement as food alternative. sugar has artificialso......... replacement.

Stock

2022-03-03 15:10 | Report Abuse

Next Week MPOC should be revealing the Data for CPO production and Stocks for Feb 2022. That may trigger a Rise or Consolidation of CPO prices.

Stock

2022-03-03 13:44 | Report Abuse

ltat can SELL..... But there will ba Collection.

Stock

2022-03-03 11:13 | Report Abuse

"""" Wheat futures rocketed past US$10 a bushel for the first time in more than a decade, and corn leapt to a nine-year high. Soybean oil also hit a record. """ ..John. This WILL have a HUGE impact on Soya Bean for 2022. US would likely switch their fields to WHEAT due to HIGH demand in EUROPE. S.America having weather crisis. Since Soya is the next Cheapest alternative to CPO ....... CPO will hold up . Expect prices to firm in April till July 2022. Futures for CPO have NOT caught up yet for May 2022 / June 2022. Support seems to be there for May/June 2022.

Stock

2022-03-01 21:03 | Report Abuse

""" Now I am ...Putting a breach of Rm7,000/t for CPO..... As likely ( Never Ever Imagine I would say THAT !!! ) ........ SO...... HOLD Plantations Stocks. """" .... So SORRY ... I was WRONG !!! .. Now at Rm8,000 !!! OMG ...... !!!! https://www.theedgemarkets.com/article/malaysia-crude-palm-oil-tops-rm8000-tonne-first-time

Stock

2022-02-28 23:08 | Report Abuse

Must ..... Salute John who HELD and believe that CPO will have it days this year. Of course Calvin has be a vocal supporter too...... Congrats to ALL WHO HAVE invested and Held plantations !..Now to enjoy the benefits ....

Stock

2022-02-28 02:20 | Report Abuse

I am seeing a "confluence" of FACTORS that are going to PUSH .. CPO prices really high. Maybe I am dreaming but ...... a) War in Europe b) World Weather patters impacting Planting and Growth of eatable oils. c) High Crude OIL/COAL/gas prices d) Shortage of RAW materials for Fertilizers d) Countries limiting exports ( indonesia and Russia ) of eatable oils ??? e) ..... Uncertainly of EUROPE ......... ?? ..... Interesting Times ahead.

Stock

2022-02-27 21:20 | Report Abuse

"" kelvin61... Most Anal-Lists have been left behind in this early bull run on plantation stocks,"""..... LoL .. Going to "Patent" the word ..."Anal -lysis" !!!!!! LoL ....... LoL ... Do AGREE with your Comment. '''Do your Homework" and "Don't Trust the Anal-lysis .. Blindly "

Stock

2022-02-27 21:15 | Report Abuse

https://weather.com/forecast/national/news/2022-02-24-march-temperature-outlook-us?cm_ven=hp-slot-1 ..... Latest Forecast of US weather for MARCH !!! The Soya bean and Wheat Belt near the Great Lakes are going to have "Cold" weather. So..." Delay in Planting" or "Switch of crops" ??? With fertilizers prices going up...Will US plant more ?? With weather uncertainty ?? ... Going to be interesting in March.

Stock

2022-02-27 21:05 | Report Abuse

https://mpoc.org.my/daily-palm-oil-price/..... Rm6453/- ... WOW !!! And the https://www.marketscreener.com/quote/future/CRUDE-PALM-OIL-16222/charts/# .. Broke the Resistance of late. With Above Developments of fertilizers and Wheat.Sunflower oil, etc disturbance ....... Now I am ...Putting a breach of Rm7,000/t for CPO..... As likely ( Never Ever Imagine I would say THAT !!! ) ........ SO...... HOLD Plantations Stocks.

Stock

2022-02-22 18:55 | Report Abuse

LoL...... Happy Days are here.. ^^^^ $$$$$$ ^^^^

News & Blogs

2022-02-22 18:23 | Report Abuse

But....But.... The High Speed trains are SOO.....SOOOOo.......... CHEAP , FAST , COMFORTABLE , SAFE , CONVENIENT and HIP !!! So many CHINESE citizens in CHINA has benefited from it. During 2022 CNY MASS migration ..... Over 500 million people TRAVELLED on the HIGH SPEEEEEEEEEEEEED train.

Stock

2022-02-21 21:17 | Report Abuse

" 4th Interim dividend of 4 sen surprised me and total dividend adds up to 8.35sen " .. Agreed. Good Bonus to many including Boustead Holdings.
" CPO price realized for Q4 2021 was $5,044 and FY 2021 is $4,341 which are excellent."... presumed they "decided" not to Hedge their SALES( Forward options ) . Rather ,,, "Play by the Ear" and ride the waves.
" The contribution of disposal gain and cashflow from Kulai land disposal is not in 2021 account except 43 mi deposit is taken in. " ..... As expected. Thus the 1st Q of 2022 financial results will be quite good.
.....................

Side Notes :- a) "" Oil extraction rate (OER) and kernel extraction rate (KER) stayed at 21.5% and 4.1% respectively. """ ....... thus extraction of CPO yield exceeds 20% which is with the TOP CPO producers like IOI, UMalacca and KLK. Quite surprised as it means they have improved their " Management Control" quite a BIT.
b) “In addition, Malaysia's end stock for the first quarter of 2022 is expected to stay at the low level due to weaker production.” ............ Hinting that CPO stocks till April/May 2022 will likely be well below Historical data. Sime Darby and Now, Bplant have made similar statements.

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Celebration time for HIGH dividends. Finished my 21Y Ballantines. Now ... GLENFIDDICH 21 YEAR otw .........

Stock

2022-02-21 15:56 | Report Abuse

"" Johnzhang """ Sslee's Q4 estimated PBT of $140 mil is very realistic. ...... How about the SALES of the Land ? How are they going to report the Capital Gains of ~~ RM400 million ?

Stock

2022-02-21 15:53 | Report Abuse

"" brianklc """ any impact to soya bean production? .......... What do you think ??? Any idea ???

Stock

2022-02-21 15:52 | Report Abuse

""" Ukraine is projected to be the world's third largest exporter of corn in the 2021/22 season and fourth largest exporter of wheat, according to International Grains Council data. Russia is the world's top wheat exporter. """ ..... Russia is a BIG Player of WHEAT and EUROPE is going to have a tough time. Ukraine .. likely to have a "civil war" thus exports will be difficult ..... As for IMPACT of CPO.... FOOD prices WILL increase over time and EUROPE is going to be in DEEP INFLATION cycle. Of course US will be HAPPY with HIGH Oil prices as they are the WORLD major supplier. CPO ... Increase will be less link to Europe compared to CHINA.

Stock

2022-02-19 19:48 | Report Abuse

The Next Target Price level should be interesting. New trend or as per previous trends which was based on EPS ??

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2022-02-19 13:20 | Report Abuse

Morgan stanley made a Call on CPO. read their article in news.

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2022-02-17 17:17 | Report Abuse

Any idea the NEXT Resistance level for Bplant ??? ,,,,,,, Already breach the 95cents level ...

Stock

2022-02-17 17:15 | Report Abuse

""" brianklc Its fact, not fiction, read Bloomberg and Reuters... do some reading before u comments pls '''' ..... You REALLy believe their " NEWS" ??????? .... ANyway ..... STOP this nonsense. TALK BPLANT and $$$$

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2022-02-17 13:53 | Report Abuse

If you want to vent your OPINION ...GO to Lowyat Forums, etc .... Keep this strictly relation to BUSINESS and $$$$.

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2022-02-17 13:52 | Report Abuse

No !!!!! .... POLITICS or ANY THING that does not CONCERN BPLANT .... That includes my BAD dogs, aunties gossip , my piles , car issues, etc !!! That is BASIC forum behavior and manners.

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2022-02-17 13:08 | Report Abuse

""" brianklc ....In fact it will be up for a while as world does not trust Russia anymore """"

KEEP POLITICS OUT OF THIS FORUM !!! Warning given .

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2022-02-16 23:02 | Report Abuse

"" Johnzhang ....Very bullish trend developing. "" . NOTICED that "BUYERS" are always BEHIND and 'Collecting" when prices drops to 88cents.... Interesting..WHO are they ???

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2022-02-16 22:40 | Report Abuse

" JP Morgan 'overweight' on plantations, sees 2-year upcycle - John ......................................." At LONG last the "PROs" in the business are "WAKING UP" to what we had SAID in early 2021 .... Now we can SHOUT ........ " WE TOLD YOU SO !!!! " I was loading up since Mid 2020 ...... ( After weather turmoil in US and South America, Then Asia . ) Now..... Bring out my SINGLETON 21 and Enjoy ~!!!!! Cheers to all who made some $$$$ !!!!

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2022-02-11 17:36 | Report Abuse

""" Thanks MuttsInvestor. The value recognition JUST STARTED and begin to attract a bit more attention. I personally think the bull has still many months to run.""" Agreed ! ...... Yet ... Many Anal-ylsis are saying CPO Ave Price at Rm3,600 ( 2022) ... LoL .....

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2022-02-11 16:53 | Report Abuse

Next level of TP ???? ... Ask Sifu ..John and Calvin... LoL.

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2022-02-11 16:51 | Report Abuse

Observation ....... Suspect that overseas buyers in Europe are Collecting. 4.00pm Malaysia time .... London 8am. Paris... 9am . Hmm....... Why Push late just before Closing. ????

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2022-02-11 16:47 | Report Abuse

Now....." Singleton 21 years" .. IS out and Celebrating !!!! Cheers to ALL who still have Bplant in their Portfolio !!! Cheers ...John & All investors.

News & Blogs

2022-02-10 21:31 | Report Abuse

Guess WHO are the main "Buyers" of Crypto ..?????