Posted by Mikecyc > 2020-07-26 10:24 |

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Posted by Mikecyc > 2020-07-26 10:27 | Report Abuse

# WTK :

Total mature palm hectarage stood at 8,600 ha as of 31 December 2018.( from its website.)

8600 x 2.471 = 21,251 acres .


CPO Monthly Production ( tons) :

Logs
Dec2018 = 1823 : 58,217 m3
Nov2019 = 1720 : 13,202 m3
Dec2019 = 1482 : 8,628 m3
Jan2020 = 1480 : 12,508 m3
Feb2020 = 1366 : 18, 465 m3
Mar2020 = 1460 : 12,273 m3
April2020 = 1512 : 10,433 m3
May2020 = 1452 : 14,612 m3
June2020= 1614 : 9,203 m 3

Let's take Jan to May CPO output = 7270/5 = average 1454

1 acre is output = 0.0684 ton


# MHC :

Plantations = 33,000 acres


CPO Monthly Production ( tons) :

Dec2018 = 9061
Nov2019 = 8159
Dec2019 = 7435
Jan2020 = 6398
Feb2020 = 5575
Mar2020 = 6235
April2020 = 8576
May2020 = 7708
June2020 = 8178

Let's take Jan to May CPO output = 34,492 /5 = average 6899

1 acre output = 0.209 ton




# TDM :

From website:

31,295 hectare in Terengganu.

Plantations = 31,295 hectare
= 77,330 acres

note : excluded 26,506 acres plantations in Indonesia .

CPO Monthly Production ( tons) :

Dec2018 = 7618
Nov2019 = 6768
Dec2019 = 6197
Jan2020 = 5023
Feb2020 = 4930
Mar2020 = no report
April2020 = 6886
May2020 = 5636
June2020 = 8482

Let's take Jan to May CPO output = 22,475 /5 = average 4495

1 acre output = 0.0581 ton

### 2020 monthly average CPO output per acre :

WTK : 1 acre output = 0.0684 ton

MHC : 1 acre output = 0.209 ton

TDM : 1 acre output = 0.0581 ton
( if add Indonesia 26,506 acres )

become 1 acre output = 0.0433 ton

Posted by Mikecyc > 2020-07-26 10:28 | Report Abuse

# TDM :

From website:

31,295 hectare in Terengganu.

Plantations = 31,295 hectare
= 77,330 acres

note : excluded 26,506 acres plantations in Indonesia .

CPO Monthly Production ( tons) :

Dec2018 = 7618
Nov2019 = 6768
Dec2019 = 6197
Jan2020 = 5023
Feb2020 = 4930
Mar2020 = no report
April2020 = 6886
May2020 = 5636
June2020 = 8482

Let's take Jan to May CPO output = 22,475 /5 = average 4495

1 acre output = 0.0581 ton

Posted by Mikecyc > 2020-07-26 10:28 | Report Abuse

### 2020 monthly average CPO output per acre :

WTK : 1 acre output = 0.0684 ton

MHC : 1 acre output = 0.209 ton

TDM : 1 acre output = 0.0581 ton
( if add Indonesia 26,506 acres )

become 1 acre output = 0.0433 ton

Posted by Mikecyc > 2020-07-26 10:29 |

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Posted by Mikecyc > 2020-07-26 10:29 | Report Abuse

TDM , let’s see the latest 5 years results:

FY15 : revenue = 381 million , profit = 74.3 million

FY16 : revenue = 429 million , profit = 21.5 million

FY17 : revenue = 449 million , profit = 22.7 million

FY18 : revenue = 405 million , Loss = - 76.4 million

FY19 : revenue = 432 million , Loss = -79.6 million

>> FY20 (1Q ended March) : revenue = 107 million, Loss = -8.28 million

compared to FY19 (1Q) : revenue: 104.7 million , Loss = -4.91 million


Ha ha see MHC FY20(1Q) is profit a bit more than FY19 (1Q) .

Posted by Mikecyc > 2020-07-26 10:31 |

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Posted by Mikecyc > 2020-07-26 10:31 | Report Abuse

Referred to FY20 (1Q ) :

a) Financial assets

Trade and other receivables 55,365,000

Cash and bank balances 103,997,000

Assets of disposal ( Indonesia Plantations)
183,934,000

total = 343,296,000

b) Financial liabilities

Loans and borrowings 461,557,000

Trade and other payables 185,004,000

Lease liabilities 57,300,000

total = 703,861,000


a) - b ) = ( 360,565,000 )



Assets of disposal ( Indonesia Plantations)
183,934,000 is not done yet as in payments finalisation .

Therefore net of a) - b) = ( 544,499,000 )

High Risk ...

Posted by Mikecyc > 2020-07-26 10:32 | Report Abuse

Referred to FY20 (1Q ) :

Cash and bank balances 103,997,000

Note : include overdraft, restricted cash .

Referred to FY19 audited annual report:

Cash and cash equivalents = 54,577,000

Note : exclude overdraft, restricted cash .

Total expenses = 171,583,000

Posted by Mikecyc > 2020-07-26 10:32 | Report Abuse

## 2020 monthly average CPO output per acre :

WTK : 1 acre output = 0.0684 ton

MHC : 1 acre output = 0.209 ton

TDM : 1 acre output = 0.0581 ton
( if add Indonesia 26,506 acres )

become 1 acre output = 0.0433 ton


Jtiasa :

CPO output: May 2020 = 12,225 ton

oil palm plantations = 69,030 hectare
= 170,573 acre

1 acre output = 0.0717 ton

Posted by Mikecyc > 2020-07-26 10:33 |

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Posted by Mikecyc > 2020-07-26 10:34 |

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Posted by fucukasus > 2020-07-26 12:30 | Report Abuse

@Mabel thanks for your good info and advise. You are very honest with your opinion and declare your interest in a transparent manner. I have a clearer picture of TDM now and the risks involved. I bought it recently bcos its the cheapest entry into the plantation stocks, hoping to make a quick gain and chow. You come across as a very disciplined investor. Btw, Body Shop belongs to Natura , a Brazilian co not a Msian co. If you are as patriotic as you claimed, then you should buy perfumes made from palm oil products...:) Good luck to your dancing Tony, maybe if you teach him how to invest successfully, he may be able to afford Chanel parfum gift for coming Xmas.

Posted by fucukasus > 2020-07-26 12:37 |

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Posted by BeastOfTheEast > 2020-07-26 17:27 | Report Abuse

tdm progressing well

Posted by BeastOfTheEast > 2020-07-26 17:28 | Report Abuse

cpo recovery sustaining

Posted by BeastOfTheEast > 2020-07-26 17:29 | Report Abuse

tdm uptrend resumption on track

Posted by BeastOfTheEast > 2020-07-26 17:32 | Report Abuse

well done tdm

Posted by tuapuikia > 2020-07-26 17:44 | Report Abuse

Well done!

Posted by bulldog > 2020-07-26 18:33 |

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Posted by Mabel > 2020-07-26 23:10 | Report Abuse

@fucukasus @Mabel thanks for your good info and advise. You are very honest with your opinion and declare your interest in a transparent manner. I have a clearer picture of TDM now and the risks involved. I bought it recently bcos its the cheapest entry into the plantation stocks, hoping to make a quick gain and chow. You come across as a very disciplined investor. Btw, Body Shop belongs to Natura , a Brazilian co not a Msian co. If you are as patriotic as you claimed, then you should buy perfumes made from palm oil products...:) Good luck to your dancing Tony, maybe if you teach him how to invest successfully, he may be able to afford Chanel parfum gift for coming Xmas.
26/07/2020 12:30 PM

Point taken...

Warren Buffet said "Never invest in a business you cannot understand.”

I suppose everyone have different views in making their respective investments. For me, it is easier if you invest on something that goes in line with the country’s direction and at the same time doing something that will benefits this Country as well as the Global community. I always has this rule of thumb when I made my investments. I do this as it will benefits the people surrounding me and also to the Global Community. 10 years from now as I look back, I want to feel that I was part of these success stories.

Perhaps the best advice is to Invest on something that suit your personality. When I was small, I love watching Dallas...so I end up buying 18 O&G Companies. Now I feel like part of the Erwing Family..

https://www.youtube.com/watch?v=8sKX3tWaOew

The Erwing also loves big ranches and automation

That’s why I also love the Plantation and Technology Stocks

My Motivation in Plantation

Export revenue RM 67.6 billion (6.1% GDP)
Feeding more than 3 billion people over 200 countries.
B20 biodiesel for the transport sector by end-2020. Demand to increase palm oil by 500,000 tonnes per annum. Indonesia Petromina has mandated the use 3 million tons per annum

Inspired by Armada, Velesto and ICON turnaround stories, I have invested in 3 PN17 Companies as I believe the best way to learn about a company is to your stake in it. Right now the 3 PN17 Battleships are cruising...TH Heavy has now registered 7 Consecutive Profits, Scomies has also registered 3 Consecutive Profits (excluding bail out parent Scomi). Barakah has now registered it's 2nd profits. All these counters has registered double digit growth.

Hence, I'm expecting the same thing will happen with TDM as they have strong back up from the oil rich Terengganu State Government. Despite current financial handicap. TDM has been profitable even better than some of my Tier 1 Plantation and has been good to my overall Plantation P&L.

Noted about Natura, the founder of Body Shops. My understanding that Body Shops is founded in 1976 in Brighton, England, by Dame Anita Roddick. I have been using Body Shops for many years. So when they decided to go public, my immediate reaction is to buy the Innature Body Shops share when it was listed. It's nice to buy something that you '"own". She also completes my selection of Health Care Collections.

Don't worry about Tony, as any modern gal, I usually buy my own stuffs and we usually go Dutch on our date.

Meow

Posted by Mabel > 2020-07-26 23:22 | Report Abuse

@Mikecyc haha .. MHC , TSH , Jtiasa..
26/07/2020 10:24 AM

TDM....KLK Plantation...Sime Darby Plantation...IOI Corp...SOP...
FGV...TSH...JTIASA...TaaNN....THPlant....BPlant

Meow Meow Meow

Posted by Mabel > 2020-07-26 23:23 | Report Abuse

@bulldog Sawit2 dimanakah SAWIT
Saham Ku membukit
Sawit2 dimanakah SAWIT
Sawit2 harga CPO Naik membukit

Huat chaiii..
26/07/2020 8:34 AM

Ramai peneroka duduk di Medan Seri
Tunggu masakan Kak Mabel Bistari
Future trend CPO amat menarik sekali
Bukan saja Ayam KFC, ada juga menu Lobster dan Abaloni

Huat Chaii

Posted by CoolBull > 2020-07-26 23:37 | Report Abuse

go tdm go

Posted by CoolBull > 2020-07-26 23:37 | Report Abuse

go with the flow

Posted by Mabel > 2020-07-26 23:37 | Report Abuse

@Mikecyc TDM undergone exhaustion of fund raising methods, will face with cash insolvency sooner or later :

1) asset disposals for sale of Indonesia Plantations, got court case in proceedings against Indonesia local regulators.

2) Supply 60 % of output agreement to get upfront cash but is delayed since July2019 as BAnk Guarantees is still cannot provide to Buyer company.

3) PP shares of 168.3 million proposed on March2020 ...1st tranche is fixed price at 0.217 but no quantity indicated , is signs of lack of confidence of subscribers.

Avoid TDM .. Tak Da Mangkin ..
26/07/2020 10:31 AM

That's why you said in Armada...Armada gives me 244% ROI
That's why you said in Greatec...Greatec gives me 677% ROI
That's why you said in Scomies..Scomies gives me 80% ROI

Meow Meow Meow...

Posted by CoolBull > 2020-07-26 23:37 | Report Abuse

ride the tide

Posted by CoolBull > 2020-07-26 23:38 | Report Abuse

go baby go

Posted by CoolBull > 2020-07-26 23:38 | Report Abuse

run baby run

Posted by CoolBull > 2020-07-26 23:41 | Report Abuse

just ignore all them non-stop bittching barking mongrels

they cannot make any tree fall no matter how much they bittch & bark

Posted by Mikecyc > 2020-07-27 02:12 |

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Posted by Mikecyc > 2020-07-27 02:13 |

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Posted by Mikecyc > 2020-07-27 02:19 | Report Abuse

To push up or not to push up price for PP shares 40 millions ex 0.217 to sell on Monday -- that is the Question??

Posted by NESARAJAH1 > 2020-07-27 07:50 | Report Abuse

Mabel, thanks for ur transparent feedback. Your advice is indeed valuable not only here but also in O&G and Gloves. I follow ur advice and I have gained 6 figures b4 I retire in 2 years time. God Bless You.

Posted by Mikecyc > 2020-07-27 08:40 |

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Posted by bulldog > 2020-07-27 08:51 |

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Posted by bulldog > 2020-07-27 08:59 |

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Posted by Brownkid99 > 2020-07-27 09:06 | Report Abuse

When to sell?

Posted by Mikecyc > 2020-07-27 09:21 |

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Posted by Mikecyc > 2020-07-27 09:22 | Report Abuse

PP fund in over 8 million .. net in ????

Posted by Mikecyc > 2020-07-27 10:10 |

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Posted by kevin5059 > 2020-07-27 10:48 | Report Abuse

Anyone joining the online AGM? can help on sometime?

Posted by DickyMe > 2020-07-27 11:17 | Report Abuse

Hahahahaaha...MHC flying..hahaha..TDM masih berlabuh..kikikiki.

Posted by DickyMe > 2020-07-27 11:18 | Report Abuse

TDM = Tongkat Datuk Malaysia...kikikiki

Posted by DickyMe > 2020-07-27 11:18 | Report Abuse

MHC= Malaysian HighChivers...kikikiki

Posted by bulldog > 2020-07-27 11:48 |

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Posted by BountyOfTheBourse > 2020-07-27 11:54 | Report Abuse

still holding firm

Posted by BountyOfTheBourse > 2020-07-27 11:54 | Report Abuse

still strong

Posted by BountyOfTheBourse > 2020-07-27 11:55 | Report Abuse

still cool

Posted by BountyOfTheBourse > 2020-07-27 11:55 | Report Abuse

still good