Do not talk like boloh loh!!

How can Rm 1.00 leh ??

Impossible mah!

Vt already taking action mah!

Good time is coming for bjcorp with opening up of the economy....value is unlocked loh!

Big upgrade coming mah!

Do not get kon loh!

The Rm 225m of hedging losses already charge out & provided in the Dec 2001 qtr mah!

Next Qtr no more Rm 225m hedging losses mah!

Lu tau boh ?

U talk like a soohuaiiiii loh!

U R in the plantation thread mah!

Only Logicalyl we talk of good thing about plantation mah!

U need to get court order mah!

Btw....the successful deal is 70% v 30%......not 100% successful yet mah!
Anything unforseen can happen loh!

Be very careful....do not over commit mah!

Look at logic mah!

Plantation co are trading at reasonable valuation like Pe below 13x....yielding dividend at 3% to 7% pa......and sitting on huge undervaluation of its land assets mah!

In the environment of rampant inflation n declining MYR forex....plantation is one of the best proxy to wealth protection loh!

Yes...u can say invest in branded nestle loh! But look at the price loh....u really overpay loh!
Pe 52x and dividend yield just a magre 1.82% pa loh!

Surely u overpay....loh.....plus its earnings growth is not robust at all loh!

Plantation....has the capacity its earnings loh!
Plus its valuation modest mah!

Remember nothing can beat plantation investment in preservation of wealth loh!

For mkt to work there must be buyers & sellers mah!

Both of them need to have different opinion for the price to transact mah!

Posted by Markv572421 > 8 minutes ago | Report Abuse

If plantation so good ... then why people throw away (Sell)...

Remember if successful...u likely to get your money in Oct to Dec 20222 loh!

Posted by taitaumau > 4 days ago | Report Abuse

RE: The Board of LITRAK Holdings intend to distribute the CORRESPONDING NET PROCEEDS of the Proposed Disposals to the shareholders.

My understandings
1. Relevant dates:
Valuation: 31.12.21
Definitive agreement: latest 31.07.22 or OTHER EXTENDED DATE ?
Completion date( 1 bus day upon fulfilment of CP): ??
Payment: ???

2. Implied Equity value : 5.08 per share
Best estimate
(a) Anticipated disposal proceeds (2,698 M/533.55 M shares) 5.057
(b) Net cash held at Holding level (Litrak Holding) 0.023

3. NET PROCEEDS arising from 2 (a) will be distributed after adjusting for
Add - 2 % p.a holding cost, daily rest on 2,698 M from 31.12.21 to date of completion
Less ?? - Costs on agreements & till completion of CP
- adjusting for exercise of outstanding ESOS (12 M)
- distribution costs (Litrak to Litrak Holding to us)
4. Net asset retained in non-expressway business: 7 M (estimate)
5. Left-over after distribution: ????, pending further announcement

MY BET : 5.05 (ignoring any undisclosed windfall) within 6 months from now

Very brave Jokowi to uturn when he see his wrong mah!

Just be steady & hang tight loh!

True loh....this is due to Utd Plant....make future sells ahead loh!

Their selling price will going to improved in line with the mkt....once the outstanding future selling price position has been cleared loh!

Despite....this temp sellback by selling fwd future price....Utd Plant still make a very decent profit loh!

After flushed....survival of the fittest will benefit mah!

Look at logic mah!

Plantation co are trading at reasonable valuation like Pe below 13x....yielding dividend at 3% to 7% pa......and sitting on huge undervaluation of its land assets mah!

In the environment of rampant inflation n declining MYR forex....plantation is one of the best proxy to wealth protection loh!

Yes...u can say invest in branded nestle loh! But look at the price loh....u really overpay loh!
Pe 52x and dividend yield just a magre 1.82% pa loh!

Surely u overpay....loh.....plus its earnings growth is not robust at all loh!

Plantation....has the capacity its earnings loh!
Plus its valuation modest mah!

Collect lah!

Apa takut leh ?

Steady rise loh!

Buy loh!

Very good stock loh!

Sell b4 too late loh!

Another serba mah!

Go for it mah!

High div payout loh!

Very smart analysis loh!
Posted by valueinvestor96 > 18 hours ago | Report Abuse

The management can unlock value in many ways

1) Spin out the Automative business and list Kah motors as a seperate entity
2) Spin out the Hospitality business and form a REIT
3) GIVE BONUS ISSUE OF SHARES FRANKED OUT FROM RETAINED EARNINGS

I urge ALL SHAREHOLDERS HERE TO WRITE IN TO THE MANAGMENT AND DEMAND THEY DO A BONUS ISSUE OF SHARES!

Very steady loh!

Very steady loh!

Should not sell mah!

Surewin loh!

This means not export of RBD but CPO can export loh!

But the existing rule of at least 20% CPO must sold for local use still applicable loh!

This means not export of RBD but CPO can export loh!

But the existing rule of at least 20% CPO must sold for local use still applicable loh!

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Go Go Go !

Go Go Go!
Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Go Go Go!

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Very Hot Mah!

Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Do not be silly following all those silly govt funds like EPF,PNB, Ltat, Khazanah on ESG crabs loh!

Totally big mistake to sell plantations loh!

Hold tight mah!

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Successful is investment is not difficult mah!

Do not make investment so difficult loh!

If u stick to fundamental investment u will be successful loh!

But must have patience in your investment mah!

Now mkt correction Golden Opportunity to collect at 4 sen & below loh!

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Go Go Go

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!