End of the day only tax payers money can save felda, so many years in oil palm industry and still cannot manage, copy also cannot

http://www.thestar.com.my/business/business-news/2016/12/31/analysts-negative-on-felda-deal/

Non of the Eagle mills got RSPO status n 17,000 ha with peat soil its a bad deal

http://www.thestar.com.my/business/business-news/2016/12/28/sukuk-loan-mix-for-feldas-eagle-high-stake-buy/

Fgv go bankrupt can privatise if felda cooperative go bankrupt but cannot go bankrupt becoz got taxpayers money got Gst ma.....hahahahaha

In buisness costing very important. They musy throw their policies away n give chance to ppl who can work. Even Klk failed in indon can fgv survive. Basic rules supervision n comittment no corrupted mind.

Hahahaha "digging for ubi kayu" widely spoken during by my parents, as during 2nd world war how they survived on this ubi, well said

Fgv cannot manage home grown trees now want to go to Indon to manage,mark my word fgv is a total failure only survival, privatise.

After its unsuccessful RM2.3bil takeover bid of London-listed Indonesian planter MP Evans PLC, a source said KLK is still looking at new ventures with a short-term payback period to further improve its efficiency and productivity.

Adcool,which means it was loaned to felda Cooperative but now fgv is a listed Co so share holders have to carry d shit. There is no good governance at all, in a corrupted environment anything is possibel.

I am quite certain fgv going private n epf loan money burnt

Fgv is a loss making Co, how on earth Epf can loan 7bln, what!!! is their grandfathers money. The ceo telling, they r furnishing the loan, both d Ceo of fgv n Board of m'ment owe an answer to the public.

FGV falls 5% as EPF ceases to be substantial shareholder
http://www.thestar.com.my/business/business-news/2016/12/23/fgv-falls-5pc-epf-ceases-to-be-substantial-shareholder/

http://www.thestar.com.my/business/business-news/2016/12/17/demerger-exercise-likely-option-for-sime-darby-plantations/

Sime share current price is based on NAV but after minus debts of 9bln then the value must be lower then d current price.They r going on spinoff, all three housing, plantation n "vehicle buisness r going to be separated.After separation plantation their yield is only 20 mt as compared to IOI n Klk about 24mt n klk paying very high dividend. Will Sime @ 20 mt able to pay high dividend, their asset value may be about 8 but if pay only 20% dividend then the price may go lower.

Si....... after replanting only 20mt if get yield similar to IOI 24mt then S...may not go for spinoff now PNB n Epf going to help them out.

http://www.thestar.com.my/business/business-news/2016/12/17/time-for-sime-spinoff/

tradersam, true! got to be careful.Plantation is a total faiure n never can recover as a public listed compony. Sime itself is shaken up with 8bln debts, besides low yield their overhead very high. Fgv as a listed Co have to meet all corporate expenditure which they cant afford incl no money for dividend. All d negative news published to make public know, they hv to take some drastic measures , only solution take fgv private.public n share holders cant cry fowl, it has brcome a coffee shop talk, even over d dinner table being widely spoken.....?????

If its true " who the hell gave permission for epf to give cash to felda" which is affecting d dividend....

X
First of all how can epf loan to felda does d law provide for such provision, something not right?. In general for "replanting" Cost' Cos' dont borrow to replant, they use cash reserve for replanting. Issue here there is no cash reserve for this purpose. Secondly after 5th yr of replanting they must get high yield like 24mt to cover replanting cost otherwise go bankrupt. After S... completing their replanting, still only getting 20mt which means they r not in plantation buisness. Now they r planning to take plantation on its own, having debts of about 8bln., did u read today starbiz, i post now

Fgv can collapse @ anytime n may be taken private.

If after replanting get 24mt instead of current 20mt then no such news. Difference of 4mt @ 600,000 hectares @ RM600/mt of fruit.......3.6bln.

Time for Sime spin-off?
http://www.thestar.com.my/business/business-news/2016/12/17/time-for-sime-spinoff/

Yes on radar now looks positive

Less emphasise on plantation as they failed very badly now looking for other buisness n with govt support n no corruption, good luck to investors.for the next 6 mths fgv going to be a hot stock due to election, god bless

Khairil Anuar said in the next one to two years, the TMLO cluster aimed to increase its external business, especially logistics, to 50 per cent from 40 per cent currently. “While we still remain committed to growing our internal business of palm oil, we also see a huge potential to grow the external business. “I would say logistics is a business that requires minimum investment in expenditure but can give high returns to the group. “We want a sustainable business and logistics is the way to go.” Khairil Anuar said it was eyeing RM80 million worth of jobs for its storage segment, RM380 million for property, RM100 million for ICT and RM530 million for engineering in the next four years.

Read More : http://www.nst.com.my/news/2016/12/196297/fgv-grow-tmlo-cluster-revenue-rm126b-2020

.....above is d extract of last paragraph of d starbiz news. Organic seedlings/palm, each of it must be taken care like your own babies, very fragile in order to get 24mt++++ after 5 yrs of replanting to recover replanting cost n see profit after that. The present set of ppl after 60 yrs of experience now ZERO. 2moro if free i write how to save privatised fgv.

It doesn’t take an expert to tell us that 2017 will be a tough year but the looming storm ahead for FGV shows the worse has yet to come and as AllianceDBS Research reportedly predicted – “FGV has run limited engines to spur growth, as it has to contend with an older tree age profile which limits organic growth near-term FBB growth.”

CEO is just "telling d truth to shame d devils". Recent Assembly one lady said GLC top post shd not be given to ????, now poor settlers money being robbed robbed robbed so how to save fgv reduce over expenditure first !!!!!!!!!,

Investors: Last week Focus, CEO posted negative pic of fgv today Starbiz one page full again CEO posted fgv cannot survive n hinted of "private". Not only low yield but fraud in the audit report makes it worst. I no expert but feel CEO is informing d public ? which we hv to guess. So pls read first 2moro, i shall post some extract to boggle d mind.

Senior citizens who have knowledge/experience can write as a free lance writer but perhaps this shouldnt be written in this chat as may pose negative effects. I understand but a warning is given.

Lk036, Ganoderma, early detection so again 100% supervision. UP shd be able to provide d anwers.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3824713/

X
Lk036, UP have their own research station n shd be able to give inputs. Their yield in Peninsular is 28-30 mt. Once i read in d media news, they prefer to stay put in Lower Perak n never ventured into Indo... etc. CEO says he must be there to supervise otherwise yield drops. Main issue in OP Plantation industry is "Supervision/ppl vs yield". No supervision, no yield, no profit, no dividend, co can close shop. Wages n fertilser have gone up but still get low yield, so die. Once i read in d News Paper, article by d Ex-MD of IOI, if any sterile palm found in thier estates, he personally goes to see this palm n speak to it, n ask d palm to bear fruits n give 6 mths notice n stiil no fruit so remove d palm n plant a new palm. So! they leave no stone unturned, so to speak. End of the day supervsion n comittment is d answer. Once estate was on replanting n we received special high yielding seedlings.These s/lings came in polybags n kept in d nursery for replantiing.Once field ready it was planted by new Bangla workers, i belief nobody supervised them. Mgr was asking d staff whether d workers planted with d poly bags or removed d poly b4 planting. He ordered d staff to go and check....???? Issue here is nothing but supervision.

X
Estates do soil test n leaf anslysis for agronomist to recommend d right fertilser plus actual dosage for each palm (tree). Example if each palm suppose to get 1 cup of fertilser which have to be supervised. 1) fertilser program 2) tractors transport fertiliser to d respective fields 3) workers r given instruction on d actual dosage 4) mgr n team must ensure all palms receive d exact dosage 5) if mgr not in field to supervise, workers task to finish d bags to get paid 6) workers either put more fert.. for each palm or throw it in the stream to finish d bags 6) joke in d plantation industry, low yield which leads to: 1) less revenue so less profit or no profit. 2) shareholders no dividend 3) govt no tax money 4) co degraded to PN n either go private or get delisted 5) whose fault.

Estates do soil test n leaf anslysis for agronomist to recommend d right plus actual dosage for each palm (tree). Example if each palm suppose to get 1 cup of fertilser which have to be supervised. 1) fertilser program 2) tractors transport fertiliser to d respective fields 3) workers r given instruction on d actual dosage 4) mgr n tram must ensure all palms receive d exact dosage 5) if mgr not in field to supervise, workers task to finish d bags to get paid 6) workers either put more fert.. for each palm or throw it in the stream to finish d bags 6) joke in d plantation industry.

Calculation:estates rate their yield as "yield/ha/annum" so 600,000 ha @ 1mt/ha/annum= 600,000 mt of fruits per year @ RM600/mt so what is wrong if so, pls show yr figures.

.....sorry Felda I dont know never worked for them......

Lk036, security very tight so fertiliser n fruit cannot steal n sell, no way. I was working with this Co so not true. During my time with whites, mgr says his eyes must fall on every palm during fertiliser application program. " low yield due to poor supervision" n mgrs have no commitment.

Si..... having 600,000 ha n for every increase in 1mt of fruit per/ha/yr = 600,000 x 1mt of fruit x RM600/mt of fruit = RM360,000,000 lost due to human factor. Is it seroius or not????? Govt also lossing tax, my mind always boggles on this kind of happening.

Si......(GLC)....after replanting only getting 20mt as compared to IOI 24mt++++.Cost of wages n fertiliser is much higher as compared to 1970-2010 n during this period only 20mt n after replanting with all "new high yielding seedlings" still cannot get IOI yield which means S...failed. Lately I read in d media S... going to take plantation on its own as they are also worried becoz of low yield n their overhead expenditure is too high. It was raised in Parliament why GLC plantation not paying high dividend as compared to thier peers. So govt decided to merge GLCs' to reduce overhead hence may be able to pay higher dividend. AEB,Golden Hope,Guthrie n Sime merged n Sime suppose to hv more experience hence they head d team. During that time of merging S... was taliking of 50cts dividend but only paying 20-25 cts, now want to separate plantation from housing etc, again talking......??????, get yield similar to IOI. To get d yield is very simple, simple, simple. When free I shall write "simple ways to improve yield".

Dividend UP 50-90%, IOI n KLK 30-50%. Fgv runnig at loss n forever will be loss n currently pay dividend from cash reserve which will deplete in 3-4 yrs after that PN status etc. for share price to go up investors wait for annual financial report. Foreigners like to buy dividend yielding stocks. Fgv must be taken private n must be given to IOI to manage. As i said earlier felda got 60 yrs esperirnce, at least copy their peers also cannot, so my conclusion?????. Mas=fgv ask a non......to manage.Actually i dont like to write anything here becoz of repetition...trade at your risk.

......yes yes true if not for epf etc price will drop drop drop until PNstatus

Fgv IPO price from 5.30 now to 1.50 in total a laughing matter.Co in d similar industry can get yield of 24 n above whereas fgv only 17. Felda started in d 60s' now almost 60 yrs hence a clear prove their ppl cannot manage. Cannot cannot turnaround by them left with only 1 choice. Take fgv private n appoint IOI as the managing agents n you pay d fees for it.This was happening in d past but d expertise were whites then. 24-17= 7 mt of fruit based on 330,000ha @ fruit price of rm600/mt, 2bln gone due to "lacking in supervision" etc. Govt lost revenue from tax. Security in estates are good. Fruits n fertiliser cannot cannot be stolen. Fgv suffering sole due to lack of supervion n management with no comittment.

I am not arguing here who is right or wrong.Just exposing d facts which was in d Focus which acts as a knowledge for those who hv not read. I thought some may raise some questions how fgv was listed.I was 40 yrs in d oil palm plantation, i try to answer any questions if you have.

Mohd Zubir :Agreed i am trying to "ring the bell into deaf years", wasting my time here. I am writing hoping d message may go to the Chairman ears for proactive action.

Fgv replanting program: plan to replant 15,000ha/yr hence it will take 22 yrs to complete replant for 330,000 ha. Being a senior honest citizen, fgv shd bring IOI standard into fgv. The Chairman shd visit IOI n implement their standards. Sack d mgrs who r not performing."fertiliser application needs 100% supervision" can d Chairman guarantee this...!!!!!!!!!

Attn: The One: please read d Focus on Fgv. 1) fgv chances of recording healthy profits on regular basis r slim if it does not address d LLA problem. 2) agreement signed in 2012 states fgv has to pay its parent Felda RM248 mln yearly for 20 yrs, plus a 15% share of operating profit from the sales of FFB gained from land leased to from felda.Fgv is d only major plantation in d country adopting d LLA model. It has reportedly tried to imorove the terms of the LLA since listing in 2012 but the status quo remains.Fgv pays the LLA on qtrly basis. So all of you know now fgv will never make profit from plantation. MSM susidiary also on loss. Now i ask "The One" pls read focus n come back to me 2moro. I am waiting, i am not a genius but genius enough to undersrand how they got fgv listed with this kind of terms in the first place, was there a due diligent study b4 listing fgv.

Ya! this is a political stock so their fund mgrs will push up n down maybe for d next 3yrs or so, after that?????

Please read d Focus tonight n we continue r forum