I agreed with KC Loh. palm oil companies will get better result in Q3 2012 as the production of FFB and CPO price are in the uptrend.

Favco just declare 6sen dividen 13/07/12 and paid on 10/08/12. I don't think they will declare dividen again later this year.

Ivory RM10bil project was approved by DAP Penang government. If DAP lost in Penang, then Ivory may have big problem.

If you all wanna invest in plantation company, why not consider TDM? Currently TDM already drop from year high of RM5.00 to RM3.90 yesterday due to poor result in 2Q 2012. Poor result in Q2 2012 was due to low FFB, CPO and PK production and low CPO price during that period. I have noticed the FFB, CPO & PK production in July 2012 was sharply increased compare to June 2012. If Aug and Sept can maintain the output like July plus the CPo price increase in 3Q 2012, I can foresee the result in Q3 2012 was excellent.

you all still remember that Kretam major share holder has acquired 2 companies that belong to the major share holder (abedon & green edible oil) worth RM511Mil. I think this is not a good deal. These 2 companies didn't contribute too much to Kretam.

cold eye just talk about Zhulian today, his portfolio already added RM56,000.