More buying interest after it went down so much for 1 week, be it share price or CPO… but just beware of shark movements when MPOB stockpile reports later… don’t panic, it’s already anticipated… production increase (due to oil palm production cycle), export decrease (due to buyer last min order to secure Indon stocks before ban)… but as usual, sharks will press down in the afternoon…

All blocks all gone

Damn, I missed 101

Change ur id to surekaya, it will go up

Sifu, not saying u

Plantation is not for contra players, sila meninggal if u don’t like it!

Only naïf ones treat plantation like gloves… for bplant, u can keep it for dividend payout

Currently the shortfall sunflower from Ukraine n Russia are offset by China lockdown… China lockdown won’t be forever at most till May, and currently there are more and more factories back into business by way of “closed loop”…

Before commenting further, pls check plantation companies listed outside Malaysia. Only Malaysian plantation companies are down.

Sifu, just buy n keep… I think this is what most of the sifus here doing… thts y it’s very quiet here lately

US stock market doesn’t move bplant a bit… thn comes theedge article on predicted Apr stockpile, thts whn sell down happens… Apr production up is known as it follows the cycle, Apr export reduce due to buyers rushing for Indonesia palm oils due to the coming export ban, both are also known…

Summoning gameover, ur presence is required

Look at first resources performance in sgx to have an overview how oil palm shares performance in coming days…

I think u didn’t read the isi tersirat. It mentioned profit taking due to short trading week. Come next week, when u have a week gap without much trade, that is when huge order comes in… personally, I think orders will even come in next 2 days to secure supply

Latest cooking oil situation in Indonesia after export ban. Seems it goes up further after slight drop.

https://www.cnbcindonesia.com/market/20220503084255-17-336553/harga-minyak-goreng-stabil-stabil-mahal/2

Hmm… today more steady… let’s see if no changes of direction by the Indonesia minister after sober at noon, it will go up steadily…

Ok, hope u guys earn Nando’s today. I will just side line like how I did on Monday, to me it’s a long term thing.

RJ, some that play contra lost lots of money on Monday. If u observe a few plantation counters, especially THPlant, suddenly got lots of haters within Monday itself. For me, well, 1st part of Monday is very nice, but for some, 2nd part of Monday is damn brutal.

Ok, let’s go aeon to buy cheaper cooking oil thn

I don’t see FFB in the ban list… is it economical feasible to export FFB instead?

I m not CPO expert, but I kind of know why they wanna have total ban, coz some will just keep CPO as it is to export out instead of turn it into RBD n being forced to sell as end product at lower margin…

Really cannot take these kind of flip flop…

Pls stay calm, don’t let Monday repeat itself….

https://www.bloomberg.com/news/articles/2022-04-27/indonesia-to-halt-crude-palm-oil-exports-in-expanded-ban

If a company got potential, thn keep for long term. I personally don’t like a company that gambles coz it distorts the underlying performance n sometimes gambles profit away. Hence pls do research to see if the past “realised CPO price” of plantation counter deviates significantly vs average CPO price for the quarter.

Investment, agree with u. Being a company with no going concern issues, u can’t expect a plantation company to keep selling land. Landbank needs to be replenished/production needs to be boosted to sustain future profitability. Hence pls look at fundamental/underlying performance. Durian runtuh land sales/privatisation can only be a bonus.

And this current policy will only be reviewed when cooking oil price drop from 26k rupiah per litre to 14k rupiah per litre. Erm, u can only guess how long this ban will last…

To sum up the whole Indonesia sequence of events:-
Jan 22- Set DMO @ 20%, export levy USD375
Feb 22- Set DMO @ 30%, export levy USD375
Mar 22- Remove DMO, increase export levy to USD675
Apr 22- Export ban on RBD Olein, export levy maintain at USD675

Thanks dick, indeed SGD67 sen is coming very soon

SGD67cent is coming soon

Yday there was an article from theedge I think saying that with the storage that Indonesia has, total export ban can only sustain for 1 month max, BUT since it’s only for RBD olein, it takes months to fill up all the storage…

Jul FCPO up 9%+

Most of the time LTAT sell at buyers price, they don’t really mind the small price delta

Dragon, I don’t think it’s LTAT, if that’s really them, they don’t mind dumping at 112, diff only 20k for every 1mil shares

FCPO up 4%+

Final push before results announcement will happen after raya… those that did not gamble their profits away will announce stellar results…

During Monday, I sort of caught them doing the disposal… tht time lots of ppl buying, so they dispose at buyers price instead of queuing the sales and scared ppl off… agree with u best they don’t sell… but they also need to take profit…

Jun, regardless of Indonesia restriction, there are indeed shortage in edible oil, that is real. On Indonesia export ban, pls read what’s the proportion of RBD olein export vs total palm oil export n let me know if it is still fake news?

Sifu, pls see the date disposal, it happens this Monday whn the price as high as 1.25, most likely they disposed at 1.21-1.22 that day. Taking profit a few millions out of 1.5 billion shares is immaterial for LTAT

Go aeon sell cooking oil

The share price for those that have presence in Indonesia will get stuck a bit, those tht pure Malaysian shld be flying… but again, market is not perfect, there are gaps

Today FCPO will up around 3%… hopefully

Sime unloading? It’s dividend ex la

Manipulated by sharks unfortunately

Meanwhile DJ futures is pointing towards recovery today

Sell Balau n Malakoff, small land, less impact to production, big impact to financials, with proceeds from land sales, more money can be invested in the remaining plantation

Latest world bank commodity outlook…

https://www.theedgemarkets.com/article/food-and-energy-price-shocks-ukraine-war-could-last-years-says-world-bank

This guy is a spammer, do report abuse on all his copy n paste comments, leave the rest to admin…