Blog: BPLANT (5254) A STARTLING REVELATION BY TOK MAT ( There are assets such as those of ‘planting trees on a gold mine’) Calvin Tan

1 person likes this.

9 comment(s). Last comment by calvintaneng 2023-07-17 20:00

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

12,991 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-07-16 11:15 | Report Abuse

I am not too sure if calvintaneng owns an oil palm estate or has ever owned an oil palm estate.

Those who are owners of oil palm estates for generations will realise the wealth of their family from owning these estates can be grown in so many ways:

1. from its regular income
2. from the appreciation of the land
3. from proximity of their land to development after many years
4. from developing their land through conversion to residential, commercial or industrial projects.
5. from (very occasionally) selling a portion of their land to reinvest into another with higher potential for greater returns.

If you have managed the asset well, especially free from leverage or excessive leverage, most plantation owners are happy to just hold forever.

Sslee

5,817 posts

Posted by Sslee > 2023-07-16 11:30 | Report Abuse

Bplant as plantation company is not managing it plantation well as it' FFB yield has been dropping year after year. Old tree and need capital investment for replanting.

The only bright spot is Bplant plantation in Kedah, Penang, Perak, Selangor and Johor are freehold land that should value more than plantation.

On and off Bplant juat need to sell a piece of the valuable plantation land and report hundred million in disposal gain.

Without land disposal gain coming Q2 2023 result should be bad.

calvintaneng

56,038 posts

Posted by calvintaneng > 2023-07-16 12:46 |

Post removed.Why?

Johnchew5

11,115 posts

Posted by Johnchew5 > 2023-07-17 06:51 |

Post removed.Why?

Johnchew5

11,115 posts

Posted by Johnchew5 > 2023-07-17 06:56 |

Post removed.Why?

Johnchew5

11,115 posts

Posted by Johnchew5 > 2023-07-17 07:05 |

Post removed.Why?

Johnchew5

11,115 posts

Posted by Johnchew5 > 2023-07-17 07:07 | Report Abuse

Hoho anyway I had been debated against Callvin on Bplant since 2020 , Production Output is decreasing lo , old tress is the Main Reason :


Hoho monthly peak season is ard May to Nov :


Bplant FFB


Apr2020 = 82849
May2020 = 86223
June2020 = 101309


July2020 = 89117
Aug2020 = 89318
Sept2020 = 95188


Oct2020 = 93334
Nov2020 = 81,866
Dec2020 = 72,491


Jan2021 = 60,574
Feb2021 = 55,196
March21 = 64,394


Apr2021 = 70,373
May2021 = 77,435
Jun2021 =



Apr2023 = 52,885
May2023 = 66,530
June2023 = 61,309

calvintaneng

56,038 posts

Posted by calvintaneng > 2023-07-17 08:58 |

Post removed.Why?

calvintaneng

56,038 posts

Posted by calvintaneng > 2023-07-17 20:00 |

Post removed.Why?

Post a Comment
Market Buzz