Yes, not for contra player for sure. Under value for too long. Selling below cash level that is real amazing. That is why allocate 5% cash to blockchain is good move.
Raider salute sifu sslee for having so much confidence in insas loh!
Sslee By the way I already put in 50% of my portfolio capital in Insas thus I expect Insas to give me recurring dividend income while I wait for insas to unlock it value.
The rest I trade on momentum/theme/turnaround stocks.
Do you truly believe Insas will unlock its value? Hmm... There is nothing really interesting about Insas businesses apart from some interesting holdings in Inari, HoHup, Microlink etc. Microlink has surge quite a lot during the past year.
Ya very important to note its inari holding alone is worth at least 2.5x of insas of mah!
Thats why sifu sslee strategy of collecting dividend in insas why waiting for it to unlock value is very sound mah!
Posted by Andre Kua > Sep 2, 2021 11:19 AM | Report Abuse
Sslee,
Do you truly believe Insas will unlock its value? Hmm... There is nothing really interesting about Insas businesses apart from some interesting holdings in Inari, HoHup, Microlink etc. Microlink has surge quite a lot during the past year.
"Laughing in full abandonment is very good for your health"
"When we are angry we are blind to reality. Anger may bring us a temporary burst of energy, but that energy is blind and it blocks the part of our brain that distinguishes right from wrong. To deal with our problems, we need to be practical and realistic. If we are to be realistic, we need to use our human intelligence properly, which means we need a calm mind."
I think Armada will cross the line first. But don't tell Leno.
Sslee Top up Armada 100,000 unit at 0.45, 100,000 unit at 0.445 and another q buy 50,000 unit at 0.44. The race is on to see Armada or Insas-WC race on to RM 1.00. 01/09/2021 9:26 AM 01/09/2021 9:27 AM
Of all the plantation stocks I only hold Bplant because of the value of freehold land in good location and the facts that the controlling shareholder is too poor and depend on the dividend from Bplant and the need to unlock the value of Bplant land whenever opportunity arrive.
But unfortunately Insas controlling shareholder is rich not depending on Insas dividend and can just sit on all the assets without unlocking their value untill and unless someone come in to make a friendly or hostile takeover or minority shareholders making some demands/noises.
Of all the plantation stocks I only hold Bplant because of the value of freehold land in good location and the facts that the controlling shareholder is too poor and depend on the dividend from Bplant and the need to unlock the value of Bplant land whenever opportunity arrive.
But unfortunately Insas controlling shareholder is rich not depending on Insas dividend and can just sit on all the assets without unlocking their value untill and unless someone come in to make a friendly or hostile takeover or minority shareholders making some demands/noises.
SSLEE VERY CLEVER!
HOW IS YOUR PALM OIL COMPANY DOING IN INDONESIA SSLEE?
The only concern is the shift towards electric vehicles and electric sex dolls which will moderate transport industry's demand for hydrocarbons in 20 years time.
i3lurker Armada EPS 10 sen per share per year at 45 sen the PE is only 4.5
outlook is very promising for Armada 02/09/2021 12:08 PM
Dear calvintaneng, For plantation to make money you must have economy of scale, fully integrated: upstream ( your own nursery to produce the best planting material for your plantation) midstream (refinery) and downstream (oleochemical, functional fat and consumer products). Logistic, Marketing and ESG.
Plantation division like QL will forever not making good money
No other oil seed can replaced palm tree which produce more CPO and PKO per hectare.
And because CPO and PKO give you a full range of Fatty Acid from carbon chain C6, C8, C10, C12, C14, C16, C18, C18', C18" and C20 thus CPO and PKO can be make into many functional Fat and also Oleo-Chemical.
Palm oil and palm kernel oil based ingredients are found in approximately 50% of products on supermarket shelves, including food and non food items.
Dear calvintaneng, For plantation to make money you must have economy of scale, fully integrated: upstream ( your own nursery to produce the best planting material for your plantation) midstream (refinery) and downstream (oleochemical, functional fat and consumer products). Logistic, Marketing and ESG.
Plantation division like QL will forever not making good money
You are correct!
That is why Philip with only mediocre knowledge knows very little about Palm Oil business and bought the overvalued Ql
If i remember you said you were working as engineer or chemist or scientist in an Indonesia Palm OIl Company?
palm oil cause haze destroy a lot of forest, flora and fauna. leno no use palm oil leno always write to other countries to ban palm oil. PALM OIL is SCUM PLANT !! DESTROY PALM OIL ONCE AND FOREVER !! DO NOT SUPPORT PALM OIL COMPANY !!
Oil palm tree The Oil Palm Tree (Elaeis guineensis jacq) originated from the tropical rainforest region of West Africa. So may I ask leno and i3lurker what is so wrong when you planted millions of forest trees (Palm tree) compare to bigger larger land clearing and planted a seasonal crop(soya crop) and then leave the land bare in between planting season?
Note: Oil palm tree cultivation in Indonesia had brought development into rural area by:
Direct employment opportunities (Every 10 hectare 1 direct employment) which in turn support direct employee whole family livelihood. Plantation development brought in much needed infrastructure and amenities facilities (Road, banking system, mini-market, medical, school and etc) Plantation companies provide support, finance and management know how for private own small holders. Plantation activities generating others economic activities for local communities and allow local small business to flourish. Plantation water reserve area and fire fighting team readily available water resource to fight any bush/forest fire during severe drought situation. Plantation companies's conservation and rehabilitation program on HCV areas to restore and preserve the beauty of flora and fauna at its pristine natural environment. Plantation companies (RSPO) commitment for sustainable and responsible planting and to protect the forest reserve area and animal sanctuary. Plantation companies bringing development/employment/economic activities to empower rural local communities so that less people migrate to big town for employment thus lesser the infrastructure stress on big towns.
So my questions what benefit have cultivation of other seasonal oil crops had brought to the local communities besides benefitting the rich owner, bank, fertilizer, weed killer and seed supplier? How much of these harmful chemicals will eventually going into river system? And per hectare basic, base on mass balance of carbon atom your cultivation activities had absorbed how much of C02 from the atmosphere compare to oil palm tree cultivation.
Agree. In 20 years time ICE cars will be phased out, so demand from other sectors will need to fill the gap.
I believe Armada will issued dividends if the company is in the position to do so. The bulk of dividends will go to Usaha Tegas via Objektif Bersatu; and Tan Sri AK does a lot of philanthropy initiatives via UTSB.
i3lurker psai3alert
you must understand how crude oil is used up
bulk of crude oil around 80% is consumed by construction activities, infrastructure building, agriculture and air travel 02/09/2021 12:43 PM
Oil palm tree The Oil Palm Tree (Elaeis guineensis jacq) originated from the tropical rainforest region of West Africa. So may I ask leno and i3lurker what is so wrong when you planted millions of forest trees (Palm tree) compare to bigger larger land clearing and planted a seasonal crop(soya crop) and then leave the land bare in between planting season?
Note: Oil palm tree cultivation in Indonesia had brought development into rural area by:
Direct employment opportunities (Every 10 hectare 1 direct employment) which in turn support direct employee whole family livelihood. Plantation development brought in much needed infrastructure and amenities facilities (Road, banking system, mini-market, medical, school and etc) Plantation companies provide support, finance and management know how for private own small holders. Plantation activities generating others economic activities for local communities and allow local small business to flourish. Plantation water reserve area and fire fighting team readily available water resource to fight any bush/forest fire during severe drought situation. Plantation companies's conservation and rehabilitation program on HCV areas to restore and preserve the beauty of flora and fauna at its pristine natural environment. Plantation companies (RSPO) commitment for sustainable and responsible planting and to protect the forest reserve area and animal sanctuary. Plantation companies bringing development/employment/economic activities to empower rural local communities so that less people migrate to big town for employment thus lesser the infrastructure stress on big towns.
So my questions what benefit have cultivation of other seasonal oil crops had brought to the local communities besides benefitting the rich owner, bank, fertilizer, weed killer and seed supplier? How much of these harmful chemicals will eventually going into river system? And per hectare basic, base on mass balance of carbon atom your cultivation activities had
EXCELLENT!
Better and better pointers for the goodness of Palm Oil
I am glad, I growth up to become an engineer and now working for PT MM, a fully integrated palm oil corporation that subscribed fully to the principles of RSPO and committed to the production and use of sustainable palm oil for People, Planet and Prosperity. We are in an industry that brings benefit and prosperity to all stakeholders.
Our plantation division planted million and millions of palm trees in a responsible and sustainable way so that our mother Earth can breathe a little bit easy. ((Note: Tree/plant through a process called photosynthesis utilizes the energy of sunlight and capture CO2 from the atmosphere and H2O from the ground water and convert it into Hydrocarbon building block (Basic HC building block that started and sustain all living creature on this World and releasing O2 back to the atmosphere.)). Our conservation and rehabilitation program on HCV areas will allow thousands if not millions of our next generation children to enjoy the beauty of flora and fauna at its pristine natural environment. Our social responsible program of building kindergarten, school and giving bursary to students will help thousands and thousands of local communities children to build a better tomorrow for themselves and their family through better education. Our small holder program of given financial assistance and managing small holder plantation for them had enable thousands of previously landless farmers to own land and uplift their living standard.
Our mid stream operation produce an affordable healthy cooking oil and specialty fat so that millions of peoples do not need to go hungry tonight and many more millions of overeat and fat peoples can still remained healthy.(Note: If not for palm oil, many food items will be unaffordable to millions of peoples)
Our downstream Oleo Chemical operation produce renewable, biodegradable and edible environment friendly natural chemical at competitive pricing so that our customers can turn it into an affordable hygienic, cosmetic, health and consumable product that enable millions of peoples to be healthy, look good, smell good and feel good.
We believe we are “Enriching others at the same time enriching ourselves” a Must Do Principle. It is this believes that drive us to do more, to do our best, to be the best and passionate about our work. Together we do make a different to this world. That a life worth living for.
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Posted by ocbc > 2021-09-01 12:26 | Report Abuse
Hi Sslee, Its ok to be prudent, that why i suggest 5% or maybe less than 5% to BTC to unlock the value of Insas.