Posted by MoneyAndHoney > 2020-02-28 20:59 | Report Abuse

Maybe when new government initiates something to begin mending strained economic relations with India

Posted by GrowingRich > 2020-02-28 21:10 | Report Abuse

Whoa!!!

gaw gaw punya qr this time

Posted by GrowingRich > 2020-02-28 21:10 | Report Abuse

Congratulations TDM!!!

Posted by BeastOfTheEast > 2020-02-28 21:40 | Report Abuse

Brilliant!!!

Well done TDM!!!

Posted by MoneyShow3 > 2020-02-28 21:42 | Report Abuse

Fantastic QR, finally both health are and msian plantation segments profitable. Best yet they obtained a usd50m offer for the indo plantations and with our great fx rate should be able to net rm215m to pare down debts. No wonder tengku keeps buying the shares. Next QR min 20m profit or more... Share shld move back to 30sen and break the highs once cpo prices starts moving back. Demand for CPO can't be culled due to the deep rooted linkage to f&b products and consumables. The bio diesel offset mops up a smaller % and could cap prices around the 2,800rm/ton range which is good enough.

Posted by MoneyShow3 > 2020-02-28 21:44 | Report Abuse

This time tdm will be the price leader and Rsawit the follower...

Posted by samyew1234 > 2020-02-28 22:08 | Report Abuse

sell the loss making plantation co, no more loss d, huat huat

Posted by ProsperousRealm > 2020-02-28 22:26 | Report Abuse

Bravo TDM!!!

Posted by ProsperousRealm > 2020-02-28 22:26 | Report Abuse

Porpavor!!!

Posted by bulldog > 2020-02-28 22:28 |

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Posted by samyew1234 > 2020-02-28 22:43 | Report Abuse

no more Tun M lo, India buy back palm oil, hehe

Posted by bulldog > 2020-02-28 22:43 |

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Posted by GoldenHarvest1 > 2020-02-28 23:00 | Report Abuse

Wow

Man

Great stuff, TDM!!!

Posted by jjohnchew > 2020-02-29 06:13 |

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Posted by Albukhary > 2020-02-29 12:55 | Report Abuse

Can I ask two question here, hope all the TDM comrade here can help to answer:-

1) With the disposal price of RM210mil, TDM will have realised gain or loss on the disposal?
i try to google, but cannot find how much cost that previously TDM invested for its indonesia unit.

2) TDM or Terengganu is belong to which politic party? If Muhydin gang win, is it good for TDM or bad for TDM?

Posted by Quickgain > 2020-02-29 14:09 | Report Abuse

If Tun win this battle, market will jump start 30 pts, first counter to limit up will b gamuda !!!

Posted by samyew1234 > 2020-02-29 17:09 | Report Abuse

tdm ho seh, muyuddin win

Posted by Albukhary > 2020-02-29 17:24 | Report Abuse

Why Muyuddin linked to TDM?

Posted by bulldog > 2020-02-29 19:15 |

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Posted by ming > 2020-02-29 19:17 | Report Abuse

It link to cpo price more than politic la..

Posted by samyew1234 > 2020-02-29 19:33 | Report Abuse

no more tun m, india buy back lo

Posted by Mabel > 2020-02-29 20:27 | Report Abuse

Great observation Sam...

From Monday until Friday close, the total outflow was recorded at RM1.1 billion, the largest foreign outflow for this year compared with last week’s RM447.9 million.

After seeing the Great Circus this week, I'm more inclined to see a very positive rebound next week.

It's high time for us to reaps what we have sow..

Anyone who can boast our economy and stock market will get my support.

Time to move forward..

Meow..

Posted by jjohnchew > 2020-02-29 21:20 |

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Posted by MoneyShow3 > 2020-03-01 12:08 | Report Abuse

Few reasons why TDM is a counter to hold
1. Disposal of their loss making indo plantations
2. Diversified business where healthcare biz will contribute rm12m to 14m to the bottom line
3. Key focus in msia and crops which are entering their prime
4. Rationalising their debt with the payment received from indo sale
5. While demand is low currently due the corona virus outbreak, production of palm oil which is the cheaper alternative now will suddenly surge once the outbreak is contained and all countries start building up their stock piles. The stock is pretty stable at this levels but potential to spike 2 to 3x to even rm60sen is very high in the next 3 qtrs.
6. You are not just buying into future PE, it's asset backed.

In the short term avg might be 26 to 28 sen with a high of 32sen and low of 23sen.

Don't forget if TDM proceeds to buy TH plantation assets their mill utilisation will spike and cost per ton reduce due to better leverage and supply chain optimisation

Posted by samyew1234 > 2020-03-01 12:32 | Report Abuse

fuck this jchew, so free post at 5 am

Posted by ProsperousRealm > 2020-03-01 13:03 | Report Abuse

Great qr TDM

Posted by ProsperousRealm > 2020-03-01 13:04 | Report Abuse

Well done

Posted by bulldog > 2020-03-01 13:56 |

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