Why so many u-turns on your stocks promotion n such a fast one that one had hardly warm up to the investment before u ask people to sell. KYY, u had lost all your credibility. U now are no more trustworthy n accurate in your judgement. How many times can we trust u and let down. Is your stock promotion a scam? So that u can quickly sell off your shareholding? If not what?
Please la! Don't continue to post your comments of stocks so that other unsuspecting investors will not got trapped. U keep your inaccurate info to yourself once n for all.
Still remember uncle comment on TDM a very undervalued plantation counter but why suddenly becomea stock to avoid buying in a matter of few weeks from the posting??? This showed how accurate is KYY in his judgement
Although the disposal price of RM115mil seem very unfair compare to the initial cost of investment, but from business view this is the only for the group to move on.
If TDM continue involved in Indonesia and there are so many lawsuit need to face with the Indonesia Government, TDM will never able to move on.
It is better to cut everything, loss also never mind, since the share price have reflected all the losses d.
Now just need to focus to increase Malaysia plantation profit, increase the hospital profit, and separately listed the hospital business.
I am not greedy, just market cap 500mil for hospital, and market cap 500mil for plantation will do.
Palm Oil Inventories in the world’s second-largest producer, Malaysia are forecast to 1.53 million tonnes, rising for the first time in five months. Exports are seen rising 6.3% to 1.17 million tonnes, in line with estimates from cargo surveyors showing a rise in shipments to top buyers India and China.
Exports rose at the back of strong demand for palm olein particularly in the Middle East and countries with large Muslim populations to meet rising demand ahead of the Ramadan fasting month. Countries like Egypt, Iran and Saudi Arabia which typically rely on sunflower oil had to switch to buying palm to meet the strong seasonal demand. Shipments of palm oil to the region will remain strong in April.
Global supply of sunflower oil has taken a hit after Russia’s invasion of Ukraine damaged port infrastructure and disrupted supply of the edible oil from the key Black Sea region, forcing buyers to seek alternatives. In April, a sustained rise in production aided by favourable weather outlook will keep prices under pressure, but the behaviour in crude oil prices will keep palm prices in check
Poor or good management when palm oil price spike at high? Last time when Glove price ASP @ high those not efficient management company also earning big. And its share price also shoot up from 0.30 to 5.80. U still remember which counter?
TDM has 44,247 Ha of fully planted oil palm plantation and based on Rm 70,000 per Ha, which has an open market value of Rm 3,100,000,000.
TDM has 5 private hospitals. Based on an average cost of Rm 100 million per hospital, TDM’s 5 hospitals has an open market value of Rm 500 million.
TDM has Rm 54,685,000 loan and 216 million trade payable Rm, total debt Rm 270 million.
TDM net asset value is Rm 3100 million from plantation + Rm 500 million from the 5 hospitals – Rm 270 million debt = Rm 3,330 million.
Total number of issued shares is 1,725 million. Net assets value Rm 3,330 million divided by 1,725 shares = Rm 1.93 per share. The last traded price is 31 sen and its NTA is Rm 1.93.
Oil prices are hitting all-time highs worldwide, creating long lines and panic buying. If that reads like an old story, consider this: we're not talking about fuel oil here. We're talking about food oil, and sunflower oil and palm oil in particular.
In the case of sunflower oil, it's because of a sharp decrease in supply due to the war in Ukraine. Russia and Ukraine together accounted for 75 percent of sunflower oil production before the war began, with Ukraine the world's largest exporter. With harvests in Ukraine stalled , and sanctions in place against Russian firms, production and exports have slumped: exports from Ukraine are down 95 percent since the invasion, and if the war grinds on, Ukrainian farmers risk missing their harvesting and planting windows.
The sunflower oil shortage has hit some Western countries particularly hard. Sunflower oil is one of the most popular cooking oils in Germany and the UK, both of which love their deep-fried foods and value (or valued) sunflower oil for its relatively low price point and comparatively high smoke point. The shortage has created runs on sunflower oil in both countries, with grocery stores rationing sales after shelves were cleared of all supplies, and some restaurants in Germany taking fries off the menu.
TDM an undervalued company with good portfolios - Plantations, Health. But then managed by incompetent management team. If TDM is reading this ......they should resign en masse.
Post a Comment
People who like this
New Topic
You should check in on some of those fields below.
Title
Category
Comment
Confirmation
Click Confirm to delete this Forum Thread and all the associated comments.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....