Posted by Mikecyc > 2020-11-16 00:41 |

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Posted by Mikecyc > 2020-11-16 00:41 | Report Abuse

India slashes palm oil imports to make room for soyoil
Business Today - 11/13/2020 12:21:00 PM

Indian edible oil refiners are trimming imports of palm oil to make space for soyoil as a rally in the price of palm due to output worries reduced the spread between the two, industry officials told Reuters.

Posted by Mikecyc > 2020-11-16 00:42 |

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Posted by Mikecyc > 2020-11-16 00:48 |

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Posted by Mikecyc > 2020-11-16 00:50 |

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Posted by Mikecyc > 2020-11-16 00:51 |

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Posted by Mikecyc > 2020-11-16 00:51 |

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Posted by Mikecyc > 2020-11-16 00:52 |

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Posted by Mikecyc > 2020-11-16 00:53 |

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Posted by Mikecyc > 2020-11-16 00:53 |

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Posted by Godllub > 2020-11-16 04:53 | Report Abuse

Thks mr bulldog for good info

That's is why con sifu mikecyc Post deleted

Tq

Posted by Godllub > 2020-11-16 04:54 | Report Abuse

Wii continue monitor TDM trend closely

Posted by Mikecyc > 2020-11-16 06:19 |

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Posted by Mikecyc > 2020-11-16 06:25 |

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Posted by Mikecyc > 2020-11-16 06:26 |

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Posted by Mikecyc > 2020-11-16 06:27 |

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Posted by Mikecyc > 2020-11-16 06:29 |

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Posted by Mikecyc > 2020-11-16 06:30 |

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Posted by Mikecyc > 2020-11-16 06:30 |

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Posted by Mikecyc > 2020-11-16 06:31 | Report Abuse

compared 2018 vs 2020 first 6 months , averagely 2020 is more RM 100 / ton , ie ard 4 % , but compared to 2018 n 2020 monthly output is reduced by 32.3 % .. scary ..


CPO Monthly Production ( tons) :

Dec2018 = 7618
Nov2019 = 6768
Dec2019 = 6197
Jan2020 = 5023
Feb2020 = 4930
Mar2020 = no report
April2020 = 6886
May2020 = 5636
June2020 = 8482
July2020 = 7500
August2020 = 8158

Note : Why March 2020 no production report ? main kotor ke ? please check if i am wrong ?

Posted by Mikecyc > 2020-11-16 06:33 |

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Posted by Mikecyc > 2020-11-16 06:35 |

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Posted by Mikecyc > 2020-11-16 06:46 |

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Posted by Mikecyc > 2020-11-16 06:49 |

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Posted by Mikecyc > 2020-11-16 06:50 |

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Posted by leechen88 > 2020-11-16 07:07 | Report Abuse

Hahahahahaha, if u all think tdm no good , just go to invest others. In reality , b4 buying 4 private hospitals , tdm is a net cash company with more than 100m. The high debt incurred now is due to buying hospital assets n Indonesia plantation business expansion including an oil palm factory already in operation. If we use 448m market capital of tdm divided by its more than 30k hectares of plantation lands n 4 private hospitals, the valuation still cheap like kacang putih.

Posted by KAQ4468 > 2020-11-16 09:55 | Report Abuse

Peewiittttt

Posted by KAQ4468 > 2020-11-16 09:55 | Report Abuse

Tanam sawit berbuah duit

Posted by Mikecyc > 2020-11-16 10:34 |

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Posted by Mikecyc > 2020-11-16 12:41 | Report Abuse

Referred to FY20 (Q2):

a) Financial assets
.
Trade and other receivables 45,659,000

Cash and bank balances 137,857,000

total = 183,516,000


b) Financial liabilities

Loans and borrowings 472,097,000

Trade and other payables 184,179,000

Lease liabilities 58,378,000

total = 714,654,000


a) - b ) = ( 531,138,000 )

High risk...

Posted by Mikecyc > 2020-11-16 12:42 | Report Abuse

2020 Jan to Oct CPO Exports is decreased by 1,223,327 tons ..

>> is Decreased in Export Value : 1,223,327 tons x RM 2,600 / ton = RM 3.18 Billion ...


Exports
2020 2019
Jan 1,213,539 1,680,891
Feb 1,082,417 1,324,615
Mar 1,184,702 1,620,752
Apr 1,236,478 1,654,499
May 1,369,351 1,715,719
Jun 1,706,597 1,397,140
Jul 1,783,284 1,486,485
Aug 1,581,612 1,736,300
Sep 1,612,169 1,409,089
Oct 1,673,997 1,641,973
Nov
Dec
Jan-Dec 14,444,136 15,667,463

Posted by Mikecyc > 2020-11-16 12:42 | Report Abuse

India slashes palm oil imports to make room for soyoil
Business Today - 11/13/2020 12:21:00 PM

Indian edible oil refiners are trimming imports of palm oil to make space for soyoil as a rally in the price of palm due to output worries reduced the spread between the two, industry officials told Reuters.

Posted by stockraider > 2020-11-16 12:43 | Report Abuse

Yes correct cpo future also moving up mah...!!

Posted by calvintaneng > Nov 16, 2020 9:45 AM | Report Abuse

Good morning

Dalian Soyoil future crossed USD37 and still going up

Cpo will follow going up

Hold tightly all palm oil stocks for bull run have not even started

Once starting It will be very powerful with pent up demand

Posted by Mikecyc > 2020-11-16 12:43 |

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Posted by Mikecyc > 2020-11-16 12:45 |

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Posted by Mikecyc > 2020-11-16 12:46 | Report Abuse

### 2020 5 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 i3lurker > 2020-11-16 12:46 | Report Abuse

mikecyc

that is a HUGE BUY signal
coz it means SHARKS want to dump off at HIGH PRICE

which FOOL wants to sell low?

Posted by Mikecyc > Nov 16, 2020 12:43 PM | Report Abuse

>Haha no wander Production yield is so Low .. no re- Plantation ke ... almost 50 % of oil palm plantations area :

3,800 ha oil palm trees over 26 years ..

11,000 ha oil palm trees within 22 years to 26 years ..

>> Total = 14,800 hectares

>>> Replanting expenses = RM 300 million / year for 3 years .

>>>> Fertilisation n rehabilitation expenses = RM 300 million / year for 3 years .


---
• The yield on FFB is lower than expected as 50% of the trees inherited by FGV in 2012 are considered old trees (more than 21 years). In addition, 15,000 hectares of land per year was allocated for replanting contributing to the reduction of FGV’s income.

• Replanting expenses for the 15,000 hectares were in the range of RM300 million per annum. In addition to this, the cost of fertilisation and rehabilitation is RM300 million per annum.

Posted by Mikecyc > 2020-11-16 12:47 |

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Posted by i3lurker > 2020-11-16 12:47 | Report Abuse

mikecyc

that is a HUGE BUY signal
coz it means OWNERS want to dump off at HIGH PRICE

which FOOL wants to sell low?
means TDM shareholders want to dump off at high price.

Posted by Mikecyc > Nov 16, 2020 12:46 PM | Report Abuse

### 2020 5 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 > 2020-11-16 12:47 |

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Posted by Mikecyc > 2020-11-16 12:48 |

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Posted by Mikecyc > 2020-11-16 12:49 |

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Posted by i3lurker > 2020-11-16 12:51 | Report Abuse

another HUGE BUY signal

Death Spike to 50 sen for major shareholders to dump off to suckers

Posted by Mikecyc > Nov 16, 2020 12:49 PM | Report Abuse

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.

Update: court case is lost to Indonesia local regulators. Asset Disposals deal is withdrawn by the bank .

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.
Only 40 million PP shares is subscribed , balance 128.3 million is no corporate investors to buy ...

Avoid TDM .. Tak Da Mangkin ..

Posted by stockraider > 2020-11-16 12:51 | Report Abuse

Do not play a fool with global fundamental mah...!!

Cpo going up....share price will be going up loh...!!

Posted by stockraider > Nov 16, 2020 12:43 PM | Report Abuse X

Yes correct cpo future also moving up mah...!!

Posted by calvintaneng > Nov 16, 2020 9:45 AM | Report Abuse

Good morning

Dalian Soyoil future crossed USD37 and still going up

Cpo will follow going up

Hold tightly all palm oil stocks for bull run have not even started

Once starting It will be very powerful with pent up demand

Posted by invest icon > 2020-11-16 21:57 | Report Abuse

Mikecyc must be a hired to make i3 followers sell TDM.

CPO continuous to surges high and prices shockingly higher than Soybean Oil. TDM Kalimantan lands selling too cheap and luckily potential buyer delay due to COVID And TDM decided to void the sale and looking to open tender again. 4 hospitals business almost back to normal. I’m sure Q3 results will be outstanding good.
16/11/2020 9:57 PM

Posted by Godllub > 2020-11-17 07:58 | Report Abuse

According to other forum mikecyc is a conman.,
Pls do not trust his info
Pls study diligently by ourselves before make a decision for investment

Tq

Posted by Mikecyc > 2020-11-17 10:17 |

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Posted by Mikecyc > 2020-11-17 10:19 |

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