LOL, Aminvest now give KLK TP 23.6, recommend 'sell'.
Where is supersinginvestor? Wakakakaka.

Great result, I think FY2022 dividend at least 22 sen, Div yield 7%+.

Unker, I thought you wanted to disappear from this forum. Why are you here ar?
When you promote UP kaw kaw, it drop, why ar? (because you wanted to sell)
When you condemn kaw kaw, It went up, Why ar?(because you wanted to collect)
Unker joker, go somewhere else to goreng lah, you trick won't work here wor. Wakakaka

Unker, I thought you always tell ppl your are long term investor wor, you always ask ppl to buy and hold wor!!!!! Wakakakakakakaka. Looks like you're just goreng kaki. Wakakakaka. Please leave this forum la.

Brovo unker.

https://www.scmp.com/news/asia/southeast-asia/article/3175738/indonesia-stuns-markets-it-widens-palm-oil-export-ban?module=lead_hero_story&pgtype=homepage

very disappointed, operating cash flow was -251m.

Haiz, this year dividend may drop

Q on Q profit drop

damn bad result.

Good ma, only when ppl sell down we can buy cheap.

印尼禁止出口食油与原料
Nanyang Fri, Apr 22, 2022 08:00pm - 16 minutes


（雅加达22日讯）全球最大棕油生产国印尼，将禁止所有食用油及其原料出口，应对当地短缺的问题。

总统佐科表示，从4月28日开始暂停出口，直到政府认为短缺问题得到解决为止。

该国的大部分食用油，是由棕油产品制成。

“我将继续观察和评估这项政策，使国内食用油供应资源充足，价格实惠，”。

目前，通货膨胀笼罩着印尼解封后的开斋节庆祝活动。

当地食用油短缺使该国陷入动荡，导致街头抗议高粮价和在腐败案件中拘留一名贸易官员。

政府推出现金补贴并部署警察监督全国供应，调节价格，确保供应充足。

管理食品价格是佐科的首要任务，尤其是作为世界上最大的穆斯林国家，人们通常以盛宴和庆祝活动庆祝开斋节。

Unker ah, why when you appear to promote kaw kaw, the price will drop?
This has happen many times in this forum and RCE forum wor.

Unker, you sold oledi ar? I thought you hold for long term...

Iseeyoubuy, please share the info why buy in now.

Wah! Stockraider suddenly appear, u come here to goreng ar? Now promotion kaw kaw ar?

This writer really talk CLSS. Please read the report just published on world oil seed on 8th, April, then only write. The numbers are all there.

Pinky, commodity and car/house are different thing, its apple and durian, hence nothing to illustrate.

Pinky, did CPO has many model or different brand or car has derivatives???? Don't compare apple to durian.
Of course dividend is one of the reason we invest in this company. Do you think FY 2022 dividend growth with be the same as FY 2021? Don't you think If they manage their hedging better, we can get more dividend this year and FY2023?

Aiyoyo, Pinky, angry oledi lo until compare apple with durian ar. Is producing and selling palm oil same as selling car or house???
If we said their finance dept. is shitty, we must provide facts and discuss ma. That's not complain wor. Forum is for discussion ma. Good points on the company by now everyone also know but weakness.... or we prefer 'sky is the limit talk'.

somo 1, by Q3 last year, everyone in the oil seed industry already know La Lina already hit South America again. Canada rapeseed is tight. Malaysia CPO selling at US 1079 in July 2021.
All these info are easily accessible.
I just cannot believe they just went ahead to hedge the 7-12months, above 12 months production in such a large quantity as compare to 2020.
I just have the impression that UP think excellent in operation is good enough but just don't care about maximizing the profit by financial means. OR maybe some hanky panky in their forward selling.

I would say they are doing an excellent job in managing the plantation but a shitty job in hedging.

Pinky, Lyo82 what you said is correct because I bought it for the same reasons.
I do not expect them to have a an ASP of 5k like other companies.
But forward contract for 12 month and above for this year is really a mistake.
Last year it's only 5.6k whereas this year is 62K. It's that what you call consistency nad stability? As for 6 to 12 mths hedging, last year was only 10k, this year is 58k.
That is why I'm saying they are getting too complacent n did not do their job properly.

somo 1, please tell it to the management during AGM.

Oh, now someone just realized it's a forum woh!!!! Cannot do personal attacking woh, also cannot discuss about weakness of the company woh!!!!! Discussion will be regard as complaining wor........ Please go and check with admin lo, see got this type of rules or not ma?

Aiyoyo, long term investor cannot discuss about the company's hedging method meh? It's not complaining, It's about facts. Their method works during down cycle, but don't you think the management need to make some adjustment on their hedging method during up cycle.

You long term one ar? Long term see candle one ar?

Stock: [MFCB]: MEGA FIRST CORP BHD

May 28, 2021 2:40 PM | Report Abuse

hopefully another candle to break rm8 today

That is why the full year result will be same or slightly better than last year

Most likely it will affect the 2022 Q1 result. You can look at 2021 1Q!, it's the same issue.
It's just that it will be more this Q. They become too complacent and are actually sleeping on their job, even without the war. If i'm not wrong La Nina warning started in end May, that's why I do not understand why they go and pre sell their 2022 production so much. Also Argentina and South Brazil soybeans already sound alarm very early in end August but they go and pre sell the 2023 production so much at such a low price. Really disappointed with their forward selling management.

Their advantages are low cost n high yield.

They are too complacent, they think it work last time, so it will work this time. Never review their forward contract strategy yearly. If you look at 2023 forward contract, already commit 62k ton at 3470 whereas in 2020 their forward contract for 2021 is only 5.6K tons. it is a big disappointment.

Or you have running out of fingers and toes to calculate ar, wakakakaka........

Sardin bro ar, what's the matter wilth you ae? The figure is all there in the QR and AR, why you still want to ask ppl to calculate for you ar? You dunno how to calculate yourself ar?

Sardin, the Q2 2021 ASP was 2967. not much different from their 1H 2021 forward contract price. That's why UP price did not shoot up like rocket compare to other plantation stock.

Sardin, Just look at the 2021 forward contract price 2880, actual selling price as per Q1 2021 was 2892. Difference was not much.

Sardin, 1Q production around 55k ton or less (17.5% is Indo production which fetch less ASP). Increase in fertilizer cost.

Hopefully can buy below 14 lo.

Sardin, also export tax of 8%. So, what is your estimate?

Sardin, My figure is 1Q. ASP at RM3500. It's in the AR.

Sardin, 90m to 120m. This is base on additional prosperous tax. Lower production Q on Q.
( refer to Jan n Feb production figure )

I wish I can buy below 14,. Just check the forward contract you will know how much is their dividend this year. Also you will have a rough idea how much is next year dividend.

If you're looking for fast capital gain, this may not be an ideal counter for you.

Bro, everywhere is the same.

Unker, teach me how to count 'sky is the limit' lo.
Also pinky is not my fren ma, why get pinky involve le?
If your are the so call real unker siFat, then show us how to
calculate lo.

Aiyoyo, Unker siFat get angry lo. Ok lah TP is Sky is the limit, happy?
Most ppl who appear here now majority are momentum buyer ma,
if you look at the 6 month or 1 year chart, it won't move a lot ma.
Only if you look at 10 - 15 years chart then there will be big difference lor .
I dun wan to be like you ma, when you ask ppl to buy the price went down ma.
Fact is after your Sky is the limit performance it went down, just last week also the same ma.
Wakakakaka.

This stock is more of a dividend stock. It's hold and received dividend, that's all.
Capital gain is just a bonus if there is any.

Unker siFat, this is what you call substance ar? Cheapskate promotion like below ar?
4086, don't worry, If it is UP, there will be announcement in Bursa.

Posted by supersinginvestor > 2021-04-28 11:47 | Report Abuse

Lai lai $$$$
Limit up lorr...so undervalued utdplnt.
Only the blind n stupead cant see..
Smart unker sifu can see

Important is the fundamental of the company not the stock price.

Unker, it doesn't matter how CPO perform. Did UP price go up until RM28 meh???
So are u Unker sifu or unker SiFat???. Wakakaka




Nov 23, 2021 2:54 PM | Report Abuse

Unker sifu see RM28

Unker, those that are not efficient may have a big correction but will not go down like glove.
For UP, just check the weekly n monthly chart. You'll get the answer.

Goreng ma. CPO now cost more than SOB, do you think is sustainable?
I only know 1 thing, UP fundamental unchanged hence price sustainable.