Prudent consumer will exercise their rights and stop drinking. Consumer rights is also part of financial management. Just buy tea leaf and make your own teh tarik. If lazy to do then burn out loh! Until 1980s people were bringing their own food from home. We regress back when things are out of reach. Exercise consumer rights.
How long could 75-100% be sustainable? it's kinda hard to imagine that to sustain on commodity.
Also if we factor in rising cost of fertilizer and labour squeeze, what's the real margin for plantation companies?
during pandemic, gloves company orderbook stack up 1 year ahead with prepaid payments, Does the Palm oil company experience such? If the mill has stop taking in FFB from small estate, its highly unlikely.
But the recent run has turn a lot of CPO companies into Net Cash position ... too bad Jtiasa yet to achieve such yet.
You should check in on some of those fields below.
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Posted by calvintaneng > 2022-07-02 16:47 |
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