more to come...trade confidently!

CPO price continues uptrend @ RM6460/ton dated 05/04/22.

taking a second look at DNex! maybe long term!

Sapura Energy is a gone case! who is taking over Sapura? a lot of proposal to bail out Sapura! Petronas or Danaharta to takeover PNB as major shareholders! banks were told to write-off Sapura debts!

hurry, get immediate profit or cash from papajack! don't hv to wait! just trade confidently!

world shortages of fertilizers will augurs well for PetChem!
Other Development:
RECODA briefed by Sarawak Petchem on upcoming methanol production facility
We received a briefing today from Sarawak Petchem Sdn Bhd on the construction progress of a 120-acre mega methanol production facility next to the Sarawak Petrochemical Hub in Tanjung Kidurong, Bintulu, which serves as an ideal hub for energy-related development due to its access to feedstock, being the landing point of offshore gas fields and its close proximity to existing gas pipelines.

CPO price has rebound yesterday! with d Ukraine war n cooking oil shortages in eastern n western Europe, high demand for CPO is imminent!

as i know, traditional pawnshop never close shop! although smaller monetary dealings, their profits r better than d banks! this kind of modern pawnshop business will hv more customers as they service ppl in need of quick money!

Coming dividend payment on Plantation stocks to ponder:
Posted by investor2021trading > 1 day ago | Report Abuse

no problem, after ex-dividend(4cents) on 13/04/22, Cepat investors can moves to MHC to get d dividend(6cents) on ex-date 15/04/22!

Posted by CSOON 77 > 1 day ago | Report Abuse

Form Tsh to Cepat then moves to Mhc

The A380 just completed a demonstration flight fueled solely by cooking oil, as first reported by CNN. On March 25, the plane took off from Toulouse’s Blagnac Airport, fueled by Sustainable Aviation Fuel (commonly known as SAF), which is essentially formed of cooking oil and waste. The whole trip was powered by a single Rolls-Royce Trent 900 engine. On March 29, it conducted another test flight with another A380, this time from Toulouse to Nice, using the same fuel. The second flight examined the performance of the fuel during takeoff and landing.

no problem, after ex-dividend(4cents) on 13/04/22, Cepat investors can moves to MHC to get d dividend(6cents) on ex-date 15/04/22!

SINGKALAN:
Former prime minister Najib Razak says the oil and gas company was able to reduce its total debt from RM18.5 billion in 2017 to its current RM10.3 billion.

In order to set up an oil palm plantation, Indonesian law requires that a company obtain a series of government permits from different departments. These include a location permit ( Izin Lokasi ), [40] which the governor, or bupati, is supposed to issue after reviewing the ownership and any competing rights over the land.

Based on Indonesian Law 5 of 1960 on the Basic Provisions concerning the Fundamentals of Agrarian Affairs (Land Law), only Indonesian citizens are able to fully own Indonesian land. The rights of foreigners and foreign investment companies to own land are limited.

Hak Guna Usaha (HGU) is the right to work on land which is directly controlled by the Indonesian state. HGU is granted for a period up to a maximum of 35 years and may be extended for a maximum period of 25 years.

@calvintaneng, TSH agriculture land in Kutai, Kalimantan, Indonesia r lease land n not for sale!

RHB Retail Research said Rimbunan Sawit Bhd may resume its upward move – as it has likely found a support at 30.5 sen.

In a previous trading stocks note, RHB Retail Research said a positive bias may emerge above this level, with the following resistance points set at 33.5 sen followed by 34.5 sen.

“A stop-loss can be set below 30.5 sen,” it said.

@calvintaneng, it's unwise to sell prime plantation land n do new planting which will takes 2.5yrs to bear crop! what u think d CPO price will b in 2024?

@calvintaneng, is it practical for TSH's directors to sell their owned plantation land n palm oil mill to pick up more shares in their plantation stock?

chicken n egg situation! more chicken more eggs! what if d CPO price dropped below RM3,500 per ton? how u calculate d profitability of managing an oil palm mill when price dropped?

@ calvintaneng, although their planted hectarage r small i.e. below 15,000 hectares, their NOSH is low with high EPS n PE ratio below 10 times!

@calvintaneng, i see u being reporting on oil palm stocks! what about MHC n Cepat declaring 6c n 4c dividend payment! is it a buy call?

KUALA LUMPUR (March 29): Malaysia is prepared to assist the UK and Europe over their impending edible seed oil supply crisis, said Plantation Industries and Commodities Minister Datuk Zuraida Kamaruddin.

"Should UK and other European nations need our assistance, we are ready to assist with supplying edible palm oil or cooking oil for their domestic and manufacturing needs".

BN win is a plus for our Malaysia's stock market! cheers!

i would rather hv all gloves stocks low so as to buy more n enjoyed d high dividend payout (after all, still making high revenue n profits despite d stocks sell-down)!

kelapa sawit is overtaking bunga raya as our national plant! it's blooming everywhere, not only in bursa casino but also in our backyard n gardens! it's a pride of investors, smallholders n plantation owners!

@ joerakmo, d biogas r d methane gas from d mill effluent ponds!

EFB r d empty bunch from ffb processed n they r rich in potash!

why should they pushed when they r caught at very high price? they need very low price to average down n cut lost!

d profits r meant for dividend payment to look for!

@Max2838, theoretically according to agronomist, increases in ffb crop from fertilizers applications will only b realised after 2 years! Therefore, will d current high CPO price last until 2024 to compensate d high cost of fertilizers applied now n give maximum profits for oil palm plantations getting an increases in ffb production or higher yield per hectare?

@novice2020, d production cost is for ffb (normally RM1800 to RM2200 per ton ffb). Palm oil mill is ard RM1100 per tonne CPO. Efficient mill hv 22% to 23% oil extraction rate (oer) but less efficient mill can only achieved 19% to 20% oer. Take note that with higher ffb tonnage processed at mill, a 1% extra oer per ton ffb equates to huge profits!

MHC production figures does not include Cepatwawasan as they r of different company/entity with their respective financial accounting/reports!

gud sign is MHC does not execute bonus issue, rights issues, pp, share splits, etc... since July 2012! not like other companies keep issuing PP, BI, RI or share split when their revenue or profits goes up or down! some even do shares consolidation to raise their traded price disadvantaging their royal n long term shareholders! their NOSH is low at 196.54m n showed no intention of doing all these nonsense to raise money!

if they pay RM1000/M.Tons ffb for outside ffb purchased compared to their owned plantation ffb production at RM2200/M.Ton, their savings is RM1200/M.Ton ffb.

- if u study d Feb. '22 production figures of MHC:
FFB = 9005 M.Tons ; CPO = 9653 M.Tonnes ; Kernel = 1591 M.Tons
- u will noticed that they processed more ffb than what was harvested from their plantation!
- a lot of smallholders n smaller plantations r selling their ffb crop to their mill.

If they pay RM1000 per ton ffb for outside ffb n they can processed 0.22 M.Tonnes CPO (i.e. 22% OER), they can easily made a profit margin of RM600/M.Ton outside ffb processed in their mill. Isn't that a whopping profits?

Russia's invasion n occupying of Ukriane will last forever not unless d countries involved lift all d trade sanctions imposed on them!

CPO price is on d increase again! on 10/03/22, CPO price has rise to RM7511.50/tonne. Although their planted hectarage r small, their mills r running at full capacity! MHC palm oil mill(s) r buying n processing >60% of outside crop for CPO production! shortages of ffb harvesters n mill workers r not a problem.

now all d oil & gas n tech stocks r all beaten down one by one!

from news report, d palm oil confiscated by US CBP is from Sime.

world live index all GREEN!

yesterday CPO price still bullish trading at RM7331/Tonne.

MHC 38.5% ownership of Cepatwawasan is stock to ponder during this plantation bull run! Cepat's plantation, mill, stones quarries n power generation businesses will contribute positively to MHC profits!

Russia Says Energy Embargo Could Send Oil Prices Over $300
By ZeroHedge - Mar 07, 2022, 5:30 PM CST

CPO price still holding steady at RM6941.5/Tonne!

@calvintaneng, additional profit is d oil extraction rate (OER) of d mill e.g can achieved OER at 19% or 20% or 22% to 24% per ton ffb processed. 1% extra from 1 ton ffb processed is alot of money or profits considering now d high CPO price! Also, u hv d CPO quality based on free fatty acid (FFA) which determined d refinery buying price of crude palm oil to considered. u get a premium price for low FFA oil!

@calvintaneng, u hv to take into account d cost of plantation n mill! eg. what is d total cost of 1ton ffb harvested/delivered to d mill n what is d total mill processing cost on 1 ton CPO not to forgo d handling/shipping cost of 1 ton CPO delivered to refinery. Also not to forget d various taxes/cess imposed by govt on CPO!

FGV still got d privatization issue! don't know what will happened!

Plantation@RM2300/Ton FFB + Mill@RM1200/Ton Processing=RM3500 to produce 1 ton CPO.

forget d noise! d current CPO price will stayed till end of 2022! will hv some adjustment after that but don't think it will fall below RM5500/Tonne! MHC Plantation is a conservative company n will stayed profitable! u can study their past consistent QR albeit increasing revenue n profits!

RSawit's Directors r also in Jaya Tiasa n Subur Tiasa! just b patience n optimistic on d coming quarterly results! palm oil mill never lose money even when d CPO price is hovering around RM3500/Tonne! RSawit 3 palm oil mills will process 50: 50 of owned n outside crop! with d current CPO price u can count d incoming profits!

hiaz, so cheap now n u want cheaper!

whether u r a big or small plantation, CPO selling price is all d same! that's d advantage of oil palm plantation! they made huge profit when CPO price is above RM3000/Tonne!

Genetec was once trading at RM50 but after d shares split 12:1 d ex price was RM3.

Thailand jv is for future of EV service provider!