MuttsInvestor

MuttsInvestor | Joined since 2020-08-30

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Stock

2022-05-31 19:57 | Report Abuse

https://knoema.com/data/consumption+jet-fuel Jet Fuel Consumption . See ..... March 2022 data when Covid restrictions have just been lifted. More countries are opening up. Tourism vai Air Flights will grow significantly . Thus that is why MAS are using SAF ( 38% ) for their JET fuel. Other International Airlines WILL do the same as Crude Oil prices are "Insanely HIGH" .

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2022-05-31 19:45 | Report Abuse

Did FGV consider the above when the SOLD "Forward" ???

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2022-05-31 19:43 | Report Abuse

Jet Fuel now uses 38% of blended CPO)( Surprised !! ) in SAF ( Jet Fuel ). Which is NOT surprising due to HIGH Crude Oil Prices. Crude oil is now at US 117/ barrel. And Expected to go HIGHER as Summer ( Tourist) season starts. Question is HOW MUCH will SAF impact CPO prices now that more CPO will be USED in SAF and MORE SAF would be consumed as more people go on HOLIDAYS overseas. Any SIFU care to hazard a GUESS ?

News & Blogs

2022-05-27 17:18 | Report Abuse

" Caveat Emptor " = " the principle that the buyer alone is responsible for checking the quality and suitability of goods before a purchase is made. " ..... This includes Shares and Stocks.

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2022-05-16 22:55 | Report Abuse

This Site relates to Bplant and related business of Bplant. Nothing to do with Shanghai. Bloggers ..please remember this.

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2022-05-16 22:53 | Report Abuse

Planterman..... Agree with your Comments about Indonesia Cooking Oil saga. There is more to it than " Taxing and Then Buying Cooking Oil from Big Corp. How is the Sales and Distribution of these Cooking Oil ? Via who ? Syndicates ?

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2022-05-15 19:55 | Report Abuse

The DIRECT distribution of COOKING OIl by the "Central Govn" is Likely to be Successful. Cooking Oil prices ARE sold at Rp14,000 directly by CENTRAl Govn VANS at Rp 14,000 rather than 42,000 .. Previously .. certain Cartel "bought" most of the Govn Cooking oil and kept it in Huge off-shore tankers. Now .. Wonder how they are going to "Off"Load their stocks.

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2022-05-15 19:46 | Report Abuse

""" https://www.channelnewsasia.com/asia/shanghai-lockdown-reopening-businesses-malls-2686116 '''' ... Website SPONSORED by Western Agenda and Propaganda. Do critically question their "Statements" and "Claims".

News & Blogs

2022-05-09 21:41 | Report Abuse

Load of RUBBISH !!! The Technology has NOT been Proven. Like many Solid State Batteries since 2010. NONE has came to ACTUAL COMMERCIAL production. US .... Leading Battery Tech ???? LoL ...... There has been MANY claims and statements made by MANY companies. Especially those form US. Why ??? .... many investors and Fund Companies has VESTED interest in such Companies.

News & Blogs

2022-05-09 16:42 | Report Abuse

EFP ...Only Invest in Equities, Funds, etc ? ... ZERO holdings in Govn Bonds and Treasuries ??? Telling .. " Half Truths " ... Donkey Stock !!! Even with Declining Birth Rates ... NOW HAPPENING to ALL COUNTRIES in the WORLD ( Except POOR nations ) ..... So what is it an ISSUE to Malaysia ONLY ? Imagine Thailand HAS NO "EPF"... Neither has Indonesia . This 2 nations combined population is 360 + 80 = 440 Million. Compared to Malaysia of 35 million only. Which country will have serious Hardship if Recession Hit World economy ?

News & Blogs

2022-05-05 15:07 | Report Abuse

Can tell me 4D number for this Sat/Sun coming out from Magnum ??

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2022-05-05 11:35 | Report Abuse

HIGH volume for last 7 trading days . Why ?

News & Blogs

2022-05-05 11:24 | Report Abuse

VERY thorough study INDEED ! Respect and Gratitude to the True Analyst

News & Blogs

2022-04-29 15:37 | Report Abuse

Soya Bean PLANTING has been BADLY affected in the US , Canada, Europe due to the COLD winds and abnormal weather there. Planting of Soya Bean has been significantly curtailed. Thus Expect less Soya Bean in Aug/Sept/Oct harvest. Of course Soya Bean Prices will go up due to anticipated shortages . .. And it is NOT because of Palm Oil.

News & Blogs

2022-04-29 15:33 | Report Abuse

"" Deng Yuwen, a former editor at a state-run newspaper and now a researcher at the New York-based think tank China Strategic Analysis,""" .... Now based in NY . Have to WRITE articles which is "Politically" Correct for the US readers.

News & Blogs

2022-04-29 15:31 | Report Abuse

The US / WESTERN VIRUS of "BLAME" has spread to "THE EDGE" ..... Shouting FIRE , FIRE , FIRE and NOT doing anything about the REAL ISSUE is typical of the Western Countries. The BLAME GAME is politically Correct. And Malaysian Companies are getting INFECTED by these Viruses.

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2022-04-28 01:42 | Report Abuse

Indonesia has already stated ..... There is NOT enough storage for the CPO. Another 1 to 2 months of normal CPO production .. means that CPOhas NO more storage. So ... Let the FFB ROT on the palm oil trees ? Of course Plantations will be caught with a BIG dilema . Harvest and make more COOKING Oil to "Flood" Indonesia market ? Will Traders and big Companies ..Now Release their stockpile into the market...Thus Flooding Indonesia with Cheap Cooking oil ? If they do not........ The Plantations MAY do it from their STOCKPILE as Plantations need the STORAGE TANKS to store New CPO. ...... Going to get Interesting in the PO business in Indonesia in the coming WEEKS ....

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2022-04-28 01:35 | Report Abuse

FFB ....... Will rot within 3 to 5 days if not "Processed". How to EXPORT ? Plus lots of handling will damage the FFB.

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2022-04-28 01:33 | Report Abuse

Do remember that Indonesia has 340,000,000 population. Riots , Unrest, demonstrations, etc has erupted in Indonesia because FOOD prices has gone up tremendously. One major cause is Cooking Oil shortages . Remember that about ~200,000,000 people in Indonesia survive with just sufficient $$$ and little savings ( 2 years of Covid lockdown). Now .... Imagine these people going on RIOTS ??? Indonesia Govn is trying to "FORCE" the plantations, refineries , traders, etc to "FLOOD" the Indo market with "Cheap Cooking oil" . Else they cannot "EXPORT" it out and make a HANDSOME profit. ..Of course ..Malaysia says ..."BIG THANK YOU" !!!

News & Blogs

2022-04-28 01:23 | Report Abuse

Did everyone forget about Tradewind Plantation ( Now taken Private ) ..... No introduction required if you are in Business ( PO and Rubber) and with links to political figures as a potential..."King maker" ?? He may be the potential person who can take Bplant .... Private.

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2022-04-27 18:44 | Report Abuse

When more data comes out the "Shortfall" due to Indonsia BAN of Cooking Oil, etc ........ Countries STILL have to buy from Malaysia. Demand for PO will still be there. Less due to high price.

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2022-04-27 18:42 | Report Abuse

https://tradingeconomics.com/commodity/palm-oil RM6,990 today ( 27 April 2022 ) ....... Surprised ???? ...Not Really !!!

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2022-04-27 02:26 | Report Abuse

Ouch,,,Ouchh...Ouch .....My Brains Cells Hurts !!! .... Toooooooooo Much Over thinking about Bplant Issues !!! LoL ........ ( Indonesia USES lots of CPO for their Fuel Oil/Bio Diesel/Aviation Fuel/Etc . And was cited as a cause of the Cooking oil shortage in Indonesia )

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2022-04-27 02:20 | Report Abuse

Ouch,,,Ouchh...Ouch .....My Brains Cells Hurt !!! .... Toooooooooo Much Over thinking about Bplant Issues !!! LoL ........

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2022-04-27 02:14 | Report Abuse

Anyway .... Bplant "Price" is more likely to be determine by their "intrinsic" value of the LAND they now have. Not the current CPO prices . CPO prices can "determine" the likely EPS and the dividend they can declare. But "Take Over" or "Privatization" ( Which would account for the "intrinsic Value" of the land ) would be THE FACTOR which would determine the "Price" of Bplant.

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2022-04-27 02:04 | Report Abuse

Another is...Indonesia will try to "Limit" cooking oil exports. So ... there will still be a "Demand" shifted from Exports to Domestic market in Indonesia. As such Malaysia will benefit as the Indonesia Demand for cooking oil will remove some CPO or Cooking Oil that would have gone towards Indonesia EXPORTS. Likely the impact would come in 2 to 3 months from now ..once the Export bans by Indonesia starts in 28 April 2022. Question is ...HOW MUCH SHORTFALL caused by Indonesia Ban. ??? Note ...Supply is NOT "ELASTIC" as there is a MAX that Indonesia or Malaysia can produce. However ..... Demand can drop if Cooking Oil becomes too expensive.

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2022-04-27 01:57 | Report Abuse

John...... Indonesia has BANNED esports of Processed PO. That is Cooking OIl. China imports MUCH vai HK ... Cooking OIl which is either Packed in Hk or China. The BAN means that China has to "ReProcess" the CPO into Cooking Oil. Same is for Pakistan and India.. What is the impact of CPO as NOW these countries has to INCREASE their CPO import to make necessary Cooking Oil. Possible to set up additional Processing lines or Push existing line to have more output of Cooking Oil. ??? Either way .... Malaysia companies like Sime , IOI and KLK which does bottled Cooking oil/ mass containers to export to China/India/Pakistan.

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2022-04-27 01:51 | Report Abuse

My 2 cents..... Taking it Private is the MOST likely scenario. If BIG corp like IOI, Sime , KLK, etc decides to get involved ...it is likely to benefit " Small holders" who now can dictate the 10% balance of the TakeOver either by Big Corp or Private . Either way ..... "Small holders" will benefit. So .... Why is LTAT disposing ? That is probably link to who is going to take it "Private" .

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2022-04-25 16:38 | Report Abuse

Buying at Rm1.13 . Wait for Divident & special bonus in May. Better than Bank Interest.

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2022-04-23 00:11 | Report Abuse

https://finance.yahoo.com/news/soyoil-surges-record-high-indonesia-154734767.html " Soyoil surges to record high as Indonesia bans palm oil exports " ...... Enjoy your coming Monday morning . Happy CPO prices increase. Will Malaysia do the SAME ??? ( Ban Exports of CPO ? ) A really FRIGHTENING thought !!!!

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2022-04-22 23:22 | Report Abuse

CPO .... Hitting Rm7,000/t ... Soon ???? Time to Bring out the COLD BEER / Expensive Whiskey and a Cigar !!!

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2022-04-22 23:21 | Report Abuse

https://www.businesstimes.com.sg/energy-commodities/indonesia-to-ban-exports-of-palm-oil-from-apr-28?amp ...... Interesting. Monday should see some PANIC buying of CPO. Note Indonesia is a MAJOR PO supplier. Cooking Oil is a BASIC for any FOOD stuff. ... Quote a MAJOR buyer / trader of PO ..." "This move is rather unfortunate and totally unexpected," he said. " ...... " "Sky would be limit for edible oil prices now. Buyers were banking on palm oil after sunoil supplies fell because of the Ukraine war," ......."Now they (buyers) don't have any option as soyoil supplies are also limited."

News & Blogs

2022-04-22 17:20 | Report Abuse

Major Distruptor ... Sourcing Lithium carbonate ( 70% sourced from CHINA !! ) Analysis have confirmed Shortages of Lithium will start in 2022 !!!

News & Blogs

2022-04-22 17:17 | Report Abuse

TESLA US ONLY use their 2170(Panasonic) and 4680(TESLA) batteries. NONE uses LFP batteries in US. However currently . TESLA are shipping CHINA's Model 3 and Y with LFP batteries to US. Current TESLA production in the US DO NOT HAVE enough Batteries , thus unable to make the TESLA Model 3 or Y . Even Elon Must have ADMITTED that LFP batteries are the FUTURE of batteries. TESLA US .... will 2023 start to use LFP batteries (50%) and the 2170/4680 batteries (50%) . ( Just my 2 cents) .

News & Blogs
News & Blogs

2022-04-22 17:03 | Report Abuse

PS:- With what I know .... TESLA 4680 battery production are having BIG issues. Lithium are in SHORT supply and EXTREMELY expensive now. Even if they can get the resources for their Batteries ... Getting them into 4680 cells is NOT EASY !!! The chemical used needs high purity environment, precision "Spreading", curing and drying , then coating, etc . Even National with years of EXPERIENCE in Battery Tech are having issues with their 4690 cells.

News & Blogs

2022-04-22 16:57 | Report Abuse

4680 cells ? TESLA are having BIG issues with its production. Wait till Sept 2022 , whereby TESLA claims to have FULL production.HOWEVER now ...... why are they converting their Model 3 and Y from 4680 cells to LFP batteries (they are getting from CATL) ? And getting US customers confirm their conversion to LFP with an EARLIER delivery date of up to 3 to 5 months !!! If no confirmation to LFP batteries.. Wait in line ( 6 to 8 months delivery ) ... TESLA FAN BOY at work.

News & Blogs

2022-04-22 16:50 | Report Abuse

1 million cells . ??? 1,000,000 / 1000 ( Per car ) = 1 thousand Model 3 !!! LOL !!! What RUBBISH !!! Produce 50,000,000 cells then SHOUT IT OUT !!!! Truth is...TESLA is having BIG ISSUES with the Production of their 4680 cells. However they are NOT disclosing it. Tip:- their chemicals used , curing, spreading, coating, etc are ???????

News & Blogs

2022-04-22 16:45 | Report Abuse

TESLA is the BEST of what the US has to offer in EV development. Yet their BEST 4680 battery has MANY issues in Production. To-date they have NOT been able to RAMP up commercial production. Consistency and Reliability of the 4680 batteries remains the main problem. As for NORTVOLT ... Lithium has SHOOT up 400% in 1 year. Their Lithium Anode battery will be extremely expensive.... THUS not competitive against LFP batteries from BYD. Even TESLA are using LFP batteries which is much safer , cheaper and has RAMP up to Commercail production. I see...NORTHVOLT going UNDER within 5 years as their Batteries are NOT CHEAP, Low SAFETY and production ramp up issues.

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2022-04-21 17:31 | Report Abuse

"" @kon, I still think LTAT will privatize Bstead Holding to facilitate share transfer of profit making subsidiaries like Bplant, Pharma , Affin etc to come under LTAT directly. Just my view. """ John ..... My thoughts is that LTAT will take "Baby Steps" to bring/take various companies ..."Private". Question is which one ??

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2022-04-21 17:30 | Report Abuse

Any logical reason why Boustead cannot sustain its "profitability and good Cash flow" from 2022 onwards ? ( Besides unforeseen circumstances )

News & Blogs

2022-04-20 19:59 | Report Abuse

Bought into MHC because of their "ownership" of Cepat Wawasan. Plus Cepatwawasan has significant "under Valued" land/plantations.

News & Blogs

2022-04-19 13:58 | Report Abuse

US ...Quality control and Expertise is now BELOW ACCEPTABLE standards ? ... NASA is ????

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2022-04-14 00:54 | Report Abuse

Europe is likely to follow to allow blending of palm oil in diesel. Their trucks and industries have to function with the oil embargo Europe is placing on Russian Oil. No matter what the Greenies say about palm oil. Question is to what extend they are going to blend it to ? B10 , B20 or B30 ?. Thus affecting the Demand for Palm Oil. Crude oil ... even with "Release of Strategic Reserves of Oil " , the market are NOT expecting any significant impact. Now ... Summer is around the corner. And people there are going to "TRAVEL like MAD" . Demand of petrol,kerosene and diesel WILL increase. As what the Market is telling us now. Don't forget Air travel demand. Again CPO can be blended into Kerosene .

News & Blogs

2022-04-10 11:41 | Report Abuse

LoL.... RM below 1,000/-. Got any.... collect a million tonnes. store in Oil tanker. hold for 2 years make 4 times profit .