Posted by calvintaneng > 2022-06-01 23:42 | Report Abuse

A simple example

If cost of Cpo production Rm1600

If Cpo price Rm3200
Profit 100%

If Cpo Rm4,800
Profit jumps 200%

If Cpo Rm6,400
Profit skyrockets 300%

To know by experience
Go see cost of cooking oil in supermarkets

Posted by calvintaneng > 2022-06-02 08:25 | Report Abuse

Cpo average price for March 2022 :Rm6,678

Cpo price for April 2022 average :Rm6,873 (highest qtr ever in new record)

For May 2022 if Cpo just maintain status quo plus increased Ffb then all palm oil co will report another fantastic Qtr by August 2022

Posted by calvintaneng > 2022-06-02 08:28 | Report Abuse

not just fantastic but will be new world record for many

At this rate of Cash Inflow eventually most Palm oil co will have multi Billions Cash in Accounts

Now this temporary price weakness presents a great bargain opportunity to buy on weakness

Buy low sell high is now

Posted by investor2021trading > 2022-06-02 08:35 | Report Abuse

ffb production will tapers off by a ton/hect each month from June onward!

Posted by calvintaneng > 2022-06-02 09:25 | Report Abuse

production season of Cpo in Malaysia

low season
November to February

mid season progressing up
March to August

Peak season
September & October

Every year the same

So from June to October next 5 months will be glorious production and harvest

Posted by calvintaneng > 2022-06-02 20:09 | Report Abuse

Low of season CPO production usually lasts from November until February; the moderate season is usually from March until August and the peak season is either in September or October every year. ...

Seasonal trend in crude palm oil (CPO) production.

Posted by calvintaneng > 2022-06-02 20:11 | Report Abuse

https://www.researchgate.net/figure/Seasonal-trend-in-crude-palm-oil-CPO-production_fig1_324561855#:~:text=Low%20of%20season%20CPO%20production,October%20every%20year.%20...

Posted by calvintaneng > 2022-06-02 20:11 | Report Abuse

https://www.researchgate.net/figure/Seasonal-trend-in-crude-palm-oil-CPO-production_fig1_324561855#:~:text=Low%20of%20season%20CPO%20production,October%20every%20year.%20...

Posted by stockraider > 2022-06-03 07:48 | Report Abuse

What is the key diff in ownership & management between Bplant V Jtiasa leh ?
Bplant reward its shareholders by distributing reasonable dividend whereas Jtiasa siphoned cash & profit for its own major shareholder profit mah!

In other words even if Jtiasa going to make good profits, they are not going to share any with u loh!

On the other hand, u can rely on Bplant for its good corporate governance mah!
And right now Bplant is actually making more monies than Jtiasa loh!

Posted by calvintaneng > 2022-06-03 08:26 | Report Abuse

All palm oil co will do very well

Very high cpo prices above Rm6000 new record (past record was Rm4000)

Higher ffb production months ahead from now

Posted by calvintaneng > 2022-06-03 12:26 | Report Abuse

Now some Us analysts are predicting soft commodities like grain and vege might go into 5 year long bull run due to prolonged Russian-Ukraine wars

1st WW lasted 4 years from 1914 to 1918

2WW lasted 6 years from 1939 to 1945

There will be a permanent high for palm oil if that is true

Posted by StartOfTheBull > 2022-06-03 12:42 | Report Abuse

Good info Calvin. Thank you

Posted by stockraider > 2022-06-03 15:33 | Report Abuse

Yes extreme undervalue in CPO share loh!

Cpo at Rm 4000 is consider very good loh!
CPO now is not rm 5000 but above rm 6000 mah!

Posted by calvintaneng > 2022-06-03 15:51 | Report Abuse

Superbull in palm oil co earnings

Super bearish sentiment now

Super bargain hunting time in palm oil

Posted by calvintaneng > 2022-06-03 15:55 | Report Abuse

Then later Super bull run unstoppable

Super rich investors of palm oil will emerge like Robert Kuok, Kuok Khoon Hong and Remisier King of Singapore Peter Lim

All these became palm oil Billionaires when Cpo was only a mere Rm3,500 to Rm4,000 historic high

Many doubters and naysayers will totally miss the palm oil Superbull and later go banging their heads on the wall

Posted by Wizman > 2022-06-03 17:36 | Report Abuse

This good news should be share / inform to Malaysian by all-Investment Banks to encourage its clients to
invest undervalue palm oil stocks in order to make fantastic returns as compare to those common stocks
but instead this wonderful info share by our good Singaporean brother calvin tan.

What happen to Investment Banks?

It's time to wake-up all retail investors to know the true fact of palm oil industry!
CPO won't be cheap for many years and it's good news to palm oil planters in
Msia & Indonesia will making good profit FY2022 and multi-years onwards.

Its the right timing to invest palm oil stocks now as most palm oil stocks are severely undervalued!

Posted by calvintaneng > 2022-06-03 23:35 | Report Abuse

YES!

Palm oil Stocks will all enter Super Earnings Season

Posted by Raymond Tiruchelvam > 2022-06-04 02:19 | Report Abuse

just saw news that indon govt is barring its workers to come to malaysia to harvest CPO, and therefore looks like production for 2022 will most probably be lower than 2021 overall, meaning revenue will probably be also lower, but if demand keeps the same and supply is low, rightfully it shd pressure the price to move up..... therefore less production, less sales but price move higher.... if alls well, we will end up having same revenue in 2022 compared to 2021.... what say u?

Posted by gladiator > 2022-06-04 09:03 | Report Abuse

Same revenue sustain profitability by the end of the year will make more plantation shares look cheap. The current drop in plantation may due to everyone expect CPO price to drop to below RM5000 in 2H 2022.

Posted by calvintaneng > 2022-06-04 20:17 | Report Abuse

Less ffb is compensated by skyhigh prices more than make up for any ffb shortfall

Posted by calvintaneng > 2022-06-04 20:19 | Report Abuse

As to indon labour Tsh will benefit the most as it has lots of palm oil in kalimantan and sumatra

Dirty cheap cost of labour at rupiah 1.725 millions or only Rm520 per month

Posted by StartOfTheBull > 2022-06-06 14:12 | Report Abuse

Good news.
SGX plantations stocks surge.
Expecting another bullish day for plantations stocks tomorrow.

Posted by stockraider > 2022-06-06 14:28 | Report Abuse

Unique point is that bplant got valuable land of worth more than Rm 2b....if sold can reinvest buying other plantation & pay div as well loh!

Posted by merposa80 > 2023-02-14 08:48 | Report Abuse

https://medital.id/

Posted by stockraider > 2023-02-19 14:41 | Report Abuse

Do not be greedy loh!

Work on your CPO valuation at around average Rm 3500 per tonnes loh!

Posted by DickyMe > 2023-05-05 17:48 | Report Abuse

Palm oil future could trade below RM3000 for a long time.
Big time buyers are becoming self sufficient producers and competition from Africa planters
are increasing. Do not dream of a rosy picture in palm oil. Diversify!