Posted by titan3322 > 2023-11-29 09:38 | Report Abuse

Hahaha nowadays investors are div hungry. Good earnings but no or miserable div also no good don't tell people to hold long if you can't give good div when you have got good earnings people will still bypass it 😀

Posted by stockraider > 2023-11-29 12:42 | Report Abuse

Wow...latest Taann div surprisingly good loh!

Div yield exceed 7% pa loh!

Posted by Golf123 > 2023-11-29 12:53 | Report Abuse

Just hold

Posted by BudiLee > 2023-11-29 15:00 | Report Abuse

Another good one is UP, United Plantation. Tomorrow is the EX Date

Posted by calvintaneng > 2023-11-30 00:25 | Report Abuse

StartOfTheBull

Yes why not?

We chose top 10 palm oil stocks for 3 straight years already and Bplant outshines all for now

Jtiasa is jumping tiger

Taann (great peace or tahan) gave us the most dividends like bplant

Others are hs plant, Thplant, Tsh resources, SOP, Simeplant and Ioi corp

All excellent chosen ones

Posted by calvintaneng > 2023-11-30 00:27 | Report Abuse

And not forgeting Fgv ( full of golden value)

Posted by Marklucas > 2023-11-30 02:50 | Report Abuse

Contact wizardlarry@mail.com for you lost and stolen bitcoin he is an expert in tracing and recovery bitcoin

Posted by stockraider > 2023-12-03 10:19 | Report Abuse

Best undervalue palmoil stock to invest loh!

Posted by Golf123 > 2023-12-04 11:22 | Report Abuse

Good potential long term

Posted by Amazonboy > 2023-12-15 13:14 | Report Abuse

https://www.businesstoday.com.my/2023/12/13/midf-picks-ta-ann-for-its-pure-upstream-cpo-play/

Posted by cfphoenix > 2023-12-20 21:51 | Report Abuse

15 sen dividend in January. Cheap price (Low PE) and consistent dividend. Added more TAAN and INNO to my portfolio (After dumping an overvalued poor performer with low dividend yield). Hopefully these would fly like BPlant and Kossan (Should have held them for longer :)) - now high PE).

Posted by Dehcomic01 > 2023-12-24 12:18 | Report Abuse

I bought TAANN in mid-2019 when it was trading around RM 2.25 per share and then sold it off in early 2020 when it went up to around RM 3.40 per share. I went in on the basis of its fundamental and sold when I thought the market had overpriced it.

The ROE over the past few years have been improving. While the share price did have an initial spike, it is currently around the 2020 peak share price level. . There seems to be a mismatch between performance and share price

https://i.postimg.cc/c1M3chpT/Taann.png

When you look at the long-term performance of TAANN as represented by the ROE, you can see that it did better than KLK – one of the reference Bursa plantation companies. This quick and dirty comparison points to TAANN being fundamentally sound.
https://www.youtube.com/watch?v=9KhboTCMdEg

Is the mismatch between the ROE and market price meant that there another round to make money from a fundamental investing perspective?

Posted by Amazonboy > 2023-12-24 18:03 | Report Abuse

Take dividend 1st...dont worri abt mismatch...Mr Market knows what 2 do & when 2 do...Lol

Posted by titan3322 > 2024-01-02 10:43 | Report Abuse

Kakakaka after the div gone ex the share price drop like shxt 🤣

Posted by serbatipu > 2024-01-02 12:56 | Report Abuse

Tomorrow mega sales

Posted by StartOfTheBull > 2024-01-02 13:44 | Report Abuse

Share price movement also depends on price of CPO future.

Posted by yfchong > 2024-01-03 07:15 | Report Abuse

Got good footing yeah

Posted by lionel messi > 2024-01-03 12:11 | Report Abuse

Japan will need lots of timber for their earthquake rebuilding. Great for Taann.

Posted by Amazonboy > 2024-01-04 10:00 | Report Abuse

Good point...we will only c uptake in Q1 24 results in May

Posted by calvintaneng > 2024-01-08 08:14 | Report Abuse

PALM OIL COMPANY PROFITS IN YEAR 2019 VERSUS NOW IN 2024 (After 4 to 5 Years Show Excellent Growth, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-08-story-h-210649988-PALM_OIL_COMPANY_PROFITS_IN_YEAR_2019_VERSUS_NOW_IN_2024_After_4_to_5_Y

Posted by diuleiloumei > 2024-01-08 20:51 | Report Abuse

How low it can go, 3.38?

Posted by yfchong > 2024-01-09 07:18 | Report Abuse

Can lar 3.38

Posted by Amazonboy > 2024-01-09 11:55 | Report Abuse

Not many aggresive selling.. a lot of defenders..Lol

Posted by katara > 2024-01-09 13:45 | Report Abuse

both taann n swkplnt are good💚

Posted by titan3322 > 2024-01-09 16:42 | Report Abuse

Be careful lah will report poor results for qtr ending December 31 2023 !

Posted by lionel messi > 2024-01-10 08:34 | Report Abuse

Really? Hope so. I want to buy cheap.

Posted by titan3322 > 2024-01-10 09:12 | Report Abuse

Maybe someone wants jack up the warrants price before disposal. Buying for dividends also does not make sense bcoz the final div will be only 5 to 10 sen the most as the result for the qtr ending December 31 will be even lower than the previous Qtr you can see for yourself the CPO price for the last 3 months !

Posted by Amazonboy > 2024-01-10 09:45 | Report Abuse

Last 5 q profit moving upwards...so lets see

Posted by diuleiloumei > 2024-01-10 10:36 | Report Abuse

Maybank IB give buy call today. Lai lai go 3.6 first

Posted by diuleiloumei > 2024-01-10 11:16 | Report Abuse

FCPO rise 25 points

Posted by titan3322 > 2024-01-10 11:19 | Report Abuse

IBs are always the culprits. For the call warrants you are left to die near expiry date. I am very certain of that !

Posted by diuleiloumei > 2024-01-12 00:48 | Report Abuse

Reached 3.6 as I expected.
Next north or south depend US FED sentiment

Posted by Golf123 > 2024-01-13 03:28 | Report Abuse

2024 good year for palm oil...look long term

Posted by DividendGuy67 > 2024-01-15 21:40 | Report Abuse

Fuiyoh ... TAANN 3.75 close. +10 sen. Together with other stocks, helped made my portfolio reach new all time highs again. This is the 7th time this happened this month. Thank-you TAANN.

Posted by titan3322 > 2024-01-16 09:39 | Report Abuse

Sell ! Switch to undervalued property stocks. CPO Will average RM4K/tonne only. What profit are you expecting ? If it's bcoz the land some plantations have then might as well go direct to property stocks !

Posted by diuleiloumei > 2024-01-23 13:21 | Report Abuse

FCPO 3.9K , why taan hasn't move up ....

Posted by StartOfTheBull > 2024-01-26 14:14 | Report Abuse

On 24 February 2022, Russia invaded Ukraine, FCPO shot up to above RM6,900 thereafter.
Today, tension in Red Sea is causing disruption in food transit.
Situation is more dire as drought in Central America has led to a drop in water levels in the Panama Canal, significantly reducing the amount of traffic able to cross the essential route.
https://www.dailyexpress.com.my/news/227698/un-reports-42-drop-in-suez-traffic-following-houthi-attacks/

Posted by DividendGuy67 > 2 months ago | Report Abuse

Can TAANN hit RM4? Today decent close +2.71% challenging resistance. Intraday looks like rejection and price might fall for a while but the overall attack since Mar 2023 low looks promising in the near future.

The higher lows over past 12 months doesn't make it easy to accumulate. It means there's buyers each time these higher lows were revisited. Someone's accumulating.

Good odds we'll be laughing anywhere in the next 1-12 months ...

Posted by diuleiloumei > 2 months ago | Report Abuse

Good to collect

Posted by calvintaneng > 2 months ago | Report Abuse

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET

Posted by diuleiloumei > 2 months ago | Report Abuse

Coming qr no dividend, expect to dip below 3.6

Posted by calvintaneng > 2 months ago | Report Abuse

Keep finger crossed

Maybe a small dividend

28-Nov-2023 02-Jan-2024 DIVIDEND Second Interim Dividend RM 0.1500
24-May-2023 09-Jun-2023 DIVIDEND First Interim Dividend RM 0.1000
29-Nov-2022 30-Dec-2022 DIVIDEND Fourth Interim Dividend RM 0.1000
29-Aug-2022 13-Sep-2022 DIVIDEND Third Interim Dividend RM 0.1500
23-May-2022 03-Jun-2022 DIVIDEND Second Interim Dividend RM 0.1000
28-Feb-2022 15-Mar-2022 DIVIDEND First Interim Dividend RM 0.0500
22-Nov-2021 04-Jan-2022 DIVIDEND Second Interim Dividend RM 0.2000
09-Jul-2021 26-Jul-2021 DIVIDEND First Interim Dividend RM 0.1000
23-Mar-2021 06-Apr-2021 DIVIDEND Second Interim Dividend RM 0.0500
30-Nov-2020 29-Dec-2020 DIVIDEND First Interim Dividend RM 0.1000
28-Feb-2020 13-Mar-2020 DIVIDEND First Interim Dividend RM 0.0500
23-Nov-2018 06-Dec-2018 DIVIDEND Second interim dividend RM 0.05
24-May-2018 06-Jun-2018 DIVIDEND First Interim Dividend RM 0.05

Posted by PureInvest > 2 months ago | Report Abuse

Taann's NPAT is RM20,402K, after deducting Stock Write Off of RM9,782K and Fair Value of Biological Assets change of RM32,772K. Otherwise, the NPAT is favorable.

Net Cash position is RM182,254K (Total Cash - Total Borrowings).

Generally, this year 2023's Dividend paid is RM0.250/share is satisfactorily.

Company announced today (28-02-24) to purchase back own shares.

In view of the above, going into year 2024 with favorable CPO price of RM3,800K+/ton, we hope and assume Qtr 1 of year 2024 will be a much better financial performance by Taann, and we are long term investor, we are not bothered with these little discomforts.

Posted by 5354_ > 2 months ago | Report Abuse

Div=0 why RM 3.66? Swk Plantation(Ta Ann own 29.406%) better QR why only RM 2.1?

Posted by Patient Investor > 2 months ago | Report Abuse

Nice qtr. Added almost 100 million to operating cash flow.

Posted by calvintaneng > 2 months ago | Report Abuse

YES TAANN GOOD

See balance sheet

Profit after tax .......Rm62,956,000

Less

Stock written off (Rm9,782,000) This is one off
Change in fair value of biological assets (Rm32,772,000)
Above no loss at all. only paper depreciation. When TAANN revalue its Assets it will go back up

From above WE SEE TAANN DID VERY WELL FROM NORMAL OPERATIONS

Posted by PureInvest > 2 months ago | Report Abuse

No worry as FCPO is still exceeding RM3,900.00/ton.

Buy on dip for LT investment.

Posted by KingKoil > 1 month ago | Report Abuse

Accumulate now

Posted by enning22 > 1 month ago | Report Abuse

KUALA LUMPUR: Indonesia's 2024 palm oil exports are seen at 29.50 million metric tonnes, down from 30.25 million tonnes last year, the Indonesia Palm Oil Association (GAPKI) said at an industry conference on Wednesday (March 6).

Meanwhile, palm oil output in the world's biggest producer of the edible oil is expected to rise by 2.26% to 54.4 million tonnes, GAPKI official Fadhil Hasan said, while domestic consumption is seen higher due to demand for biodiesel feedstock.

Indonesia's end-2024 palm oil stock is estimated at 5.25 million tonnes.

"There is a possibility of the new incoming government increasing B35 to B40," Fadhil said, referring to Indonesia's mandatory bio-content mix that currently stands at 35% of biodiesel. This could take place in the second half this year, he said.

"One of the programmes by the candidate likely to be elected is intention to raise to B50, but that is maybe for after 2025," he added.

Pollsters have said that Defence Minister Prabowo Subianto is the likely winner of the Feb 14 general election. The election committee has until March 20 to verify votes.

Meanwhile, the impact of El Nino dry weather pattern last year has turned out to be insignificant on 2024 production as it hit mostly Java and southern regions of Sumatra, which are not palm oil producing centres, Fadhil said. - Reuters

Posted by wallstreetrookieNEW > 1 month ago | Report Abuse

Calvin, I hope you have the funds to literally go all in on all plantation companies because it's all north from here onwards