With the latest acquisition KLK acreage in Malaysia and Indonesia now is about : KLK - 300,000 hectares IJM - 60, 979 hectares BPPlant - 97,400 hectares
Price offered by KLK seems a bit low at RM 1.55/share, for 33%, since some prime land have not been revalued. Bplant will still remain listed since BHldg will still hold 35 %. Can it be like Ewein , went up to double the Offer Price, since amount of shares in free float will be quite small ?
Posted by investor77 > 34 minutes ago | Report Abuse
Price offered by KLK seems a bit low at RM 1.55/share, for 33%, since some prime land have not been revalued. Bplant will still remain listed since BHldg will still hold 35 %. Can it be like Ewein , went up to double the Offer Price, since amount of shares in free float will be quite small ?
correct
Klk should have offered a better price for Bplant. However, KLK is overstretched after buying Chemical Co (CCM) & Ijm plant
If Bplant should stay listed KLK can do wonders to make it a great co
Under KLK Bplant has the potential to be a blue chip
See Netx still listed and in trading while Serba suspended and going to be delisted soon
As for Talam don't you know UEMS already up due to HSR revival?
Ecer Rail passing through Serendah will lift up Talam just like HSR lifted up UEMS
And TSH is doing excellent if you know how to read financial statements
See From TSH (Refer Bursa)
3. Commentary on the prospects CPO price has been trending sideway recently hovering around RM3,700 per MT amidst the surge in export and widening of discount with soybean oil due to discruption of supply of sunoil and temporary production setback in soybean oil. However, the upside support was neutralised by the forecasted rise in the CPO inventories. The Group expects the uncertainties regarding the demand and supply condition due to weather phenomenon, export outlook for India and China and geopolitic tensions to continue influencing the direction of CPO price for the remaining months of 2023. Notwithstanding the uncertainty in the near term CPO price outlook, the Group remains optimistic on the long term prospect of the palm oil industry. Underpinned by its strong financial position, the Group will strive to progressively increase the planted hectarage to maintain production growth. Palm products segment will remain the core contributor to the Group. Barring any unforeseen circumstances, the Group is optimistic of achieving satisfactory performance for year 2023
Notwithstanding the uncertainty in the near term CPO price outlook, the Group remains optimistic on the long term prospect of the palm oil industry. Underpinned by its strong financial position, the Group will strive to progressively increase the planted hectarage to maintain production growth. Palm products segment will remain the core contributor to the Group. Barring any unforeseen circumstances, the Group is optimistic of achieving satisfactory performance for year 2023
This week has been a fantastic week. 1st we have the marriage between Mabel Batu Kawan and CCM, 2nd we have Mabel KLK and IJM Plantation, 3rd we have Mabel KLK and BP Plantation and yesterday, 4th we have Mabel Sime Darby and UMW. Perhaps next PNB will consolidate MHB and Lady Sapura. All these couples have generated interest in KLSE.
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calvintaneng
55,055 posts
Posted by calvintaneng > 2023-08-24 06:46 | Report Abuse
PALM OIL JEWEL: BPLANT OR BOUSTEAD PLANTATION (5254) BPLANT HAS DEEP VALUE ASSETS AND INCREASING EARNINGS, Calvin Tan Research
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE
Going to say sayonara soon?