Who say I no skill? I see TDM CPO production drop a lot. Maybe no money for replanting old trees.

CPO Feb'17 RM 3278/tn.
http://www.bursamalaysia.com/market/derivatives/prices/

Bad sign ahead? In Icon helenvoon is right bec no subst shareholders selling unlike here KWAP and Terengganu Inc.

HowAh Hah? 49 days.... So odd. Died n waiting to leave the world?
20/01/2017 18:20

KWAP still have 9% to sell.

Why KWAP keep selling? Earlier is Terengganu Incorporated.
http://klse.i3investor.com/servlets/stk/annchsh/2054.jsp

Could be economy poor TDM hospital business suffer? Myself also look for free govn hospital service how abt others?

CPO+Palm Kernel(Nov) 310,659 MT. If take CPO price RM 3000 so total revenue RM 931.977 million. If include rubber, FFB how much extra revenue?

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

FELDA GLOBAL VENTURES HOLDINGS BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description CROP OUTPUT FOR NOVEMBER 2016
The production figures of the Felda Global Ventures Holdings Berhad for the month of November 2016 are set out below:

Items Production
Fresh Fruit Bunches 314,980 MT
Rubber 347,848 KG
Crude Palm Oil Produced 249,615 MT
Palm Kernel Produced 61,044 MT
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5300565

Maybe someone don't like our ruling party so keep spread bad news so that BN can be overturned in coming GE.

Posted by LOO99 > Dec 31, 2016 05:05 PM | Report Abuse
Palm oil price go higher n higher..the highest in 6 years.. but what wrong with fgv..share prices going down n down....what wrong???

Malaysian palm oil price rises, closes with strongest annual gain in 6 years
http://www.thestar.com.my/business/business-news/2016/12/31/palm-oil-rises-to-close-year-with-strongest-annual-gain-since-2010/

Felda pay for Eagle High not FGV.

posted by Jonathan Keung > Dec 28, 2016 04:50 PM | Report Abuse

simple illustration. the listed price is 280 rupiah. why pay 560 rupiah for a 30% stake . you dont have mangement control yet you pay big money for a minority stake.

for argument sake. IOI trading at RM4.50 will you pay RM 9 for a 30% non controlling stake. FGV is not a small timer but a big government entity .
this is bad business decision ( no matter how you look at it )

Warren buffee invested in Goldman Sach at the height of financial meltdown. he pay 50% below the market valuation. his preference share(s) is fixed at 9-10% dividend ( first refusal or subsribe at company common shares )

this is good business judgement. this is fact reported in the book " too big to fail " chroncile.

Palm rebounded from three-day fall as traders cover position
http://www.theedgemarkets.com/my/article/palm-rebounded-three-day-fall-traders-cover-position

Wait RM 20 la why buy so high?

I can even compare FGV CPO production with other CPO counters like Ta Ann, J Tiasa, Sime Darby, KLK, etc to show FGV produce far higher CPO production than them. So FGV is biggest beneficiary of CPO price surge because when CPO price increase revenue automatically increase but not cost.

If compare FGV and IOI CPO production in Oct'16, FGV produced CPO 4 times more(267,509 MT vs IOI 66,502) why FGV only 36% IOI share price?
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5267357
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5256969

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

IOI CORPORATION BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description CROP OUTPUT FOR OCTOBER 2016
The crop output of IOI Corporation Berhad for the month of October 2016 was as follows:-

1) Palm Oil Production
i) Fresh Fruit Bunches
m/tonne
- own production
292,739
- outside purchases
11,112
ii) Crude Palm Oil
66,502
iii) Palm Kernel
15,292
2) Rubber Production
dry kg
Rubber
39,747

This announcement is dated 11 November 2016.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5256969

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

FELDA GLOBAL VENTURES HOLDINGS BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description CROP OUTPUT FOR OCTOBER 2016
The production figures of the Felda Global Ventures Holdings Berhad for the month of October 2016 are set out below:

Items Production
Fresh Fruit Bunches 334,611 MT
Rubber 394,985 KG
Crude Palm Oil Produced 267,509 MT
Palm Kernel Produced 68,073 MT
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5267357

CPO RM 3174/tn expect huge profit next year.
http://www.bursamalaysia.com/market/derivatives/prices/

Fake ID. Never see you buy how can sell?

Posted by MrRoy > Dec 7, 2016 10:35 AM | Report Abuse
Sold this to buy KGB with dividends playing safe currently is the way
http://klse.i3investor.com/servlets/cube/post/mrroy.jsp

Not only CPO and rubber has increased a lot, cooking oil price also up 60% from Sep'16 QR.

Although PM doesn't say it PM recent trip to China is meant to help FGV. Now CPO RM 2900 look CPO owners benefit greatly. The 1 M'sian condemn the expensive railway project(RM 55 billion ECRL) we haven't paid anything so we are yet to lose but CPO gain M'sia gain.

Careful guy. It might drop to 14 sen because gold price keep dropping.

CPO realised for FGV in Sep'16 QR is RM 2479/tn. Now CPO RM 2900 so 17% higher revenue possible. Rubber price also very high abt RM 7.75/kg compare to RM 5 in Sep'16 QR up 50%.

CPO getting higher and higher. Benefit from PM trip to China?
http://www.bursamalaysia.com/market/derivatives/prices/

CPO RM 2796/tn.
http://www.bursamalaysia.com/market/derivatives/prices/

Agree. Otherwise present owner no need to sell if land price can skyrocket so easy.

Posted by Jay > Oct 18, 2016 03:29 PM | Report Abuse
the land value don't skyrocket just like that. major capex are required. planted land carry much higher value is after taking into account planting cost, maintenance cost (fertilisers, workers etc.) and your interest/opportunity cost over the years.

So it is proving Puncak management is poor.

Actually with same amt of money can buy many listed CPO counters which are proven profitable.

Poorly manage company why must buy? In Aug'16 FFB output JTiasa drop month on month compare to FGV, Swk Plantation and many others.

Shadows Jtiasa still cheap compare to big shot.
05/10/2016 10:50

CPO RM 2842/tn record high in 2016 nobody aware include watami?
http://www.bursamalaysia.com/market/derivatives/prices/#/?page=1

IOI loss QR still RM 4.43 where got fair?
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=I&securityCode=1961

Posted by Mars > Aug 23, 2016 07:21 PM | Report Abuse
all are waiting for the QR...

CPO RM 2836/tn.
http://www.bursamalaysia.com/market/derivatives/prices/#/?contract_code=FCPO&page=1

Weakest ever QR.
http://klse.i3investor.com/servlets/stk/fin/5260.jsp

Palm oil prices may rise to RM3,000 per tonne next year
http://english.astroawani.com/business-news/palm-oil-prices-may-rise-rm3-000-tonne-next-year-114789

Palm oil prices may rise to RM3,000 per tonne next year
http://english.astroawani.com/business-news/palm-oil-prices-may-rise-rm3-000-tonne-next-year-114789

CPO and FFB prices soar to year's high (The Star)
http://klse.i3investor.com/blogs/tsbn/

CPO RM 2852/tn.
http://www.bursamalaysia.com/market/derivatives/prices/

Back to 10 sen.

Bankrupt soon because keep loss making.

RM 4.45 by GE 14.

CPO RM 2861/tn
http://www.bursamalaysia.com/market/derivatives/prices/

Cannot up. Insiders selling(Terengganu?). Poor QR?

IF FGV no RM 3-4 Ajib no facelah to Felda settlers.

It seems Cepat not only benefit from CPO price run up, they also have profitable solar(RE) business. Wait for duit blog to highlight about it.

CPO RM 2700/tn coming. RM 3000 soon?

Why so lambat?

FGV own over 400,000 hectares oil palm estates. Imagine how much money can FGV make if convert even 10K prime land to property?

CPO counters no fear one. If CPO good price make money from CPO. If CPO price not good convert oil palm estates to property. Best example-Sime Darby, IOI make money from oil palm estates convert to property.

In NST today said Datuk Zakaria(60 days in office as CEO) already go to estate to watch how FGV planters work unlike Emir who only seat in office to spend FGV money.

Datuk Zakaria come from poor family as his father is Felda settler so understand meaning of hardship in life unlike former CEO Emir Mavani.

Jonathan Keung Datuk Zakaria is a bettter man running FGV . He will take care of the settlers compared to the rest of high corporate men ( just buy & buy over price plantations ). This is just my personal view

02/06/2016 10:34

CPO above RM 2600/tn.
http://www.bursamalaysia.com/market/derivatives/prices/