TDM BHD

KLSE (MYR): TDM (2054)

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Last Price

0.23

Today's Change

0.00 (0.00%)

Day's Change

0.225 - 0.235

Trading Volume

2,363,600


22 people like this.

22,573 comment(s). Last comment by Taibfar 2 days ago

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 21:19 | Report Abuse

Date Settlement Price RM
29 Sep 20 2777
28 Sep 20 2822
25 Sep 20 2822
24 Sep 20 2757
23 Sep 20 2861
22 Sep 20 2957
21 Sep 20 3007
18 Sep 20 3080
17 Sep 20 2975
15 Sep 20 2940

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 21:20 |

Post removed.Why?

Mabel

24,221 posts

Posted by Mabel > 2020-09-30 21:31 | Report Abuse

@Mikecyc haha see you have reply in Armada forum .. just like in VC twisted on QR is out a few times but is not out ...

@Mikecyc Bought tdm 15 sen sold 18 sen .. bought MHC 30 sen unloaded 80 % with 95 % Profit ..
30/09/2020 9:07 PM

Really?

Bumi Armada Bhd

Date Price Target

28/09/2020 0.32 PUBLIC BANK
28/09/2020 0.69 MIDF
28/09/2020 0.30 KENANGA
25/09/2020 0.51 AmInvest
07/09/2020 0.60 HLG
01/09/2020 0.32 PUBLIC BANK
01/09/2020 0.65 MIDF
01/09/2020 0.30 KENANGA
01/09/2020 0.42 JF APEX
01/09/2020 0.60 HLG

I collected Armada at various stages below 15 sen as early this year when many Naysayers like you said it's going to Holland. Since you credit yourself so much to be good in number, please calculate how much profits you think I will get?

This week, Bumi Armada sister, Mabel Energy Yinson Holdings Bhd’s net profit in the second quarter (Q2) ended July 31, 2020 rose 144 per cent to RM100.36 million from RM41.14 million in the same quarter last year. Earlier Bumi Armada recorded another stellar 155 per cents rose in profits to RM 114 million from previous quarter.

When combine, it creates the World Biggest FPSO. All these two FPSO operator has operating presence in Asia, Africa and Europe. FPSOs contracts are bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. FPSOs tender pipeline are strong and steady. Currently, Armada and Yinson is ranked in P3 in Mabel Energy collection Fossil Fuel Battleships.

Now waiting patiently to cash in ...exactly like what I'm doing here in TDM. TDM and her 10 other Plantation contributes to Malaysia to be ranked as No 2 World Biggest Producer of Palm Oil.

Meow..

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:04 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:06 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:16 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:30 |

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Mabel

24,221 posts

Posted by Mabel > 2020-09-30 23:32 | Report Abuse

@Mikecyc haha fyi there is 180 FPSO is operating in the world ..
30/09/2020 11:30 PM

You better starts doing your research. My information is based on Research Materials not based on Cut and Paste from Miss Google..

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:37 |

Post removed.Why?

Mabel

24,221 posts

Posted by Mabel > 2020-09-30 23:38 | Report Abuse

#SultanMelaka mabel,the way u research makes me fall in love with u.no offense,mikecyc too is a good ketua pembangkang here,but mabel...
30/09/2020 9:55 PM

#SultanMelaka i just want too see your writing here even though i didn't have any single share here..
30/09/2020 9:56 PM

#SultanMelaka maybe someday we can go out and drink.and show you my estate.real palm tree.
30/09/2020 9:57 PM

Thank you Tuanku!

It will be a pleasure perhaps some day..

Daulat Tuanku.

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:38 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:40 |

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Mabel

24,221 posts

Posted by Mabel > 2020-09-30 23:41 | Report Abuse

https://www.theedgemarkets.com/article/us-block-imports-malaysias-fgv

FGV is the latest casualty. Where is our Agricultural Minister? What's keep him busy these days? Why is he not visible like Teresa Kok?

As I shared earlier, India is the largest importer of palm oil for FGV follow by China and EU countries. From logic point of view this isn’t exactly a major hit to FGV as the actual impact for US export might be small. However, this news is big enough during this sensitive period.. I still remember what happen when Top Glove being blocked in US. The actual business impact is minimal, but the news sent the stock price down so much

Perhaps this discussion how to overcome this negative sentiment is much more productive than trying to kill our own Plantations.

Another thing I like to touch upon is Palm Oil is actually good for environmental. However the West feels threatened with our Palm Oil competitiveness. This is where our Agricultural Ministry has to steps in to play their role Teresa Kok did an excellent job during her time to diffuse this myth. Palm Oil prices was trading above RM 3500 during her time. I wonder what keeps our Agricultural Minister busy these days?

Meow

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:42 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:43 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:44 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:46 |

Post removed.Why?

Mabel

24,221 posts

Posted by Mabel > 2020-09-30 23:47 | Report Abuse

YOU can find all these data in Maybank Research Material..

I'm not your secretary..

Meow

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:49 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:49 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:55 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:55 |

Post removed.Why?

Mabel

24,221 posts

Posted by Mabel > 2020-09-30 23:57 | Report Abuse

Mickey ConMouse is totally run of idea
Every day parroting same cerita
He will face the same fate like in Armada
When the tsunami happens, he will be MIA...

Mabel

24,221 posts

Posted by Mabel > 2020-09-30 23:57 | Report Abuse

Mickey ConMouse is totally run of idea
Every day cut and paste old cerita
He will face the same fate like in Armada
When the tsunami happens, he will be MIA...

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-09-30 23:59 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:00 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:01 |

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Mabel

24,221 posts

Posted by Mabel > 2020-10-01 00:02 | Report Abuse

Mikecyc MHC period for 7 days?

if you are nice to me, I would have given Mummy's prescription to dry her up...

Zelan ok ke?

I asked you to calculate my profit for Armada, ada buat ke?

Meow

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:03 |

Post removed.Why?

Mabel

24,221 posts

Posted by Mabel > 2020-10-01 00:03 | Report Abuse

Mickey ConMouse is totally run of idea
Every day cut and paste old cerita
He will face the same fate like in Armada
When the tsunami happens, he will be MIA...

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:04 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:05 |

Post removed.Why?

Mabel

24,221 posts

Posted by Mabel > 2020-10-01 00:05 | Report Abuse

Since you are so rajin to find Red Spot Period, tak nak buat research on Yinson ke?

Meow

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:05 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:07 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:08 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:10 |

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Mabel

24,221 posts

Posted by Mabel > 2020-10-01 00:15 | Report Abuse

https://factsetpdf.maybank-ke.com/PDF/194380_CN__267a7fdb4577421b89a7e4bda4e4acec.pdf

You can find the information in the above PDF File...Top 8 FPSO companies worldwide

Armada is ranked World No 5

Yinson is ranked World No 6.

When you combined these two, it will create the biggest FPSO operator in the world by fleet size. Operating presence in Asia, Africa and Europe. T&I and OSV (lossmaking) are complementary businesses. Unlike OSV and T&I operations, FPSO’s contracts are more bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. FPSOs tender pipeline is strong. Winning a job is a catalyst.

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:20 |

Post removed.Why?

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:21 | Report Abuse

Floating Production Storage and Offloading (FPS & FPSO) Market ...
The global oil & gas FPSO demand market is estimated to be ✓ $28.01 billion ... SBM Offshore (15), BW Offshore (15) and Teekay (11) are the largest FPSO companies. ... Beroe is the World's leading provider of Procurement Intelligence and

See the FPSO number..

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 00:23 |

Post removed.Why?

Mabel

24,221 posts

Posted by Mabel > 2020-10-01 00:33 | Report Abuse

BTW have you calculate or not my potential return in Armada?

Planning to take your advice to go to Holland with this winning...

Really Loves Amsterdam...

Meow

Bumi Armada Bhd

Date Price Target

28/09/2020 0.32 PUBLIC BANK
28/09/2020 0.69 MIDF
28/09/2020 0.30 KENANGA
25/09/2020 0.51 AmInvest
07/09/2020 0.60 HLG
01/09/2020 0.32 PUBLIC BANK
01/09/2020 0.65 MIDF
01/09/2020 0.30 KENANGA
01/09/2020 0.42 JF APEX
01/09/2020 0.60 HLG

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 06:20 |

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Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 06:20 | Report Abuse

US bans imports from palm oil company FGV

* PLANTATIONS
* Wednesday, 30 Sep 2020 
10:41 PM MYT

KUALA LUMPUR (Reuters) - The United States has banned imports of palm oil from FGV Holdings Bhd

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 06:22 |

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Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 06:23 | Report Abuse

Refer to MPOB : 2020 Jan to August

export to U.S.A is 387,347 MT

export to China is 1,842,142 MT vs 2019 1,395,697 MT : + 32 %

export to India is 1,176,274 MT vs 2019 3,597,563 MT : - 67.3 %

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 06:25 | Report Abuse

See China increased tonnage is just kacang putih compared to India decreased tonnage..

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 06:26 |

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Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 06:36 | Report Abuse

export to Europe is 1,341,780 MT vs 2019 1,419,722 MT : - 5.5 %

Mikecyc

46,774 posts

Posted by Mikecyc > 2020-10-01 08:48 |

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