We wait ok few days more klk n sop qr results out n u see ok... Cepat aldy profit 3 times... Chintek up 2 times... Then after all out u compare with utdplnt n see??
Actually if a person knows how to count its easy to see how shiitty utdplnt is... 5 years ago If sell a product at 3000 Fixed cos n variable cos is 1000 Profit is 2000 If still sell at 3000 Now fixed n variable cos increase to 2000 Profit now 1000
Easy... Labour cos fuel cos fertilizer cos increase eats into utdplnt profits... How long can they give divi?? Lol....simple..no need angry wit me lorr..
But utdplnt is very good in doing charity.. Very good.. Cos they sell cheap n those who buy from them sell at market price n make big bucks...good charitable.company...
Lol....good planters useless accountants... I have visited utdplnt... I owned utdplnt for 30 years....till utdplnt management got stupead...n complacent...
There u go @loss Old mind u have... Things change as it has for utdplnt..klk divi oso changed lorr.. U better take ur head out the sand.... Old mind...
Answer: Mr Martin Bek-Nielsen replied that as of 31 December 2021, 137,000mt equivalent to 54% of the group's production has been sold at an average price of around RM3,500/ mt. todate, approximately 70% of the group production has been sold as we continue to sell forward in a rising market. Our average price will therefore most likely be higher than the above year-end figure. Our forward sales hedging activities are to secure a margin that has stabilised our profitability over the years. From time to time, the board reviews the forward sales hedging policy. When market prices are on the downtrend, we achieve a higher price than the market and when the prices are on the uptrend as experienced in the last two years, we tend to underperform against the market ---------------------------------------------------------------------------------------------------------------
Last statement explains everything and its a fact CPO can't remain as high as now for long term ,,short term pain for utdplt for sure but long term the prospect is intact .
The critical question is not how high is high. Based on UP gameplan, what is the equilibrium price and how that balance is executed is key.
Whether such gameplan includes factors such as inflation, cost pressure, future growth would be crucial. All these points to very long term holding, not for flipping uncles
Jokers in denial.... The up story is over.... Their strategy dont work now times..just like taxis and uber or grab... Now on is food crisis n energy crisis n currency crisis which last for 10 years maybe...
The gang of talk kok jokers... 5 years down the all the jokers will be in denial n not in i3 anymore....lol... Wait la jokers till end of may once all plantations results out...then we see who laughs...u cant justify shiitt..
Unker, I thought you wanted to disappear from this forum. Why are you here ar? When you promote UP kaw kaw, it drop, why ar? (because you wanted to sell) When you condemn kaw kaw, It went up, Why ar?(because you wanted to collect) Unker joker, go somewhere else to goreng lah, you trick won't work here wor. Wakakaka
Utdplnt=shiit share For losers... Food crisis only for those who dont forward sell lerr.. Mhc today results out..goo see n compare with ur shiit utdplnt
Forward selling won't "hurt" the performance now You're only losing out in terms of the possible "gains" now Also, depends on what algorithm is deployed, the forward price hedging will also go up (albeit lesser) in a prolonged uptick market
Sell 3000 Cost 1000 Profit 2000 Now fuel up labour up fertilizer up Sell 3000 Cost 2000 Profit 1000 Later Sell 3000 Cost 3500 Profit Minus 500 Simple... Understand
i think the reason why people so worked up because the expectation to have share price sky rocket just because CPO price is increased ... this is the downside of utdplt so had to agree with supersinginvestor ..but its a decision one had to make when investing in utdplt ... that said its a fundamentally sound company so can i will still collect ... with its down more ..remember their tanah rata estate yet to mature and CPO will eventually will go down ...
There is a difference between not going up vs going down This singh expects UP to let the margin erosion eat into their profit Any small boy will also know not to allow that to happen Inflation will definitely be part of the equation (though I do not have proof) Anyway, talk is cheap
Recently, I attend a local fund talk. That fund said something abt United Plantation: 1. Utdplt’s ASP was below the MPOB avg( MPOB avg ASP in 2021: RM 4,407; UP: RM 3,309 ; MPOB avg ASP in 2020: RM 2,686; UP: RM 2,613) due to forward sales executed for a portion of its production. So, it will result in lower ASP in a rising market, as opposed to higher ASP in a falling market 2. Utdplt’s forward sale policy is prudent as no one can time the peaks and troughs of CPO price precisely. 3. When CPO price falls, it will be able to report higher than Avg prices, and this will lead to a less volatile earnings and dividend pattern 4. Even though the palm oil business is volatile and cyclical, Utdplt has in the past managed to grow its earnings and raised its dividend pay-out steadily and that fund expects Utdplt to continue with this fine performance in the years to come
That fund view that long-term fundamentals of the palm oil business have changed structurally due to: 1. It is very difficult for Malaysia’s CPO output to back to its peak 2. The high growth rate in Indonesia’s CPO output is over 3. The planting growth era is over, implying that supply growth in the long term will be an issue 4. Automation and mechanisation in the palm oil industry have been difficult to achieve.
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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....
supersinginvestor
3,369 posts
Posted by supersinginvestor > 2022-05-13 14:01 | Report Abuse
Lol..the jokers r back...
So angry utdplnt con u all ah?
Why angry with me lerr...
Soo angry no good lerr..