Posted by calvintaneng > 2022-07-02 19:10 | Report Abuse

Titan

I see you totally missed the point
Financial Controller only sell 15 lots is ok as he got lower priced Esos to pick up

Main Big Boss AGAPE FUND still holding all his Bulk shares no selling is more important

Now SOP at Rm4.09 with last qtr earning of 34.09 sen has a foreward p/e of only 2.99

That is really cheap
Plus SOP latest Ffb at 91,000 tonnes at Rm6500 average will give a fantastic result in Aug 2022

Posted by supersinginvestor > 2022-07-04 21:37 | Report Abuse

Palm oil crash
RIP PALM OIL

Posted by VTrade > 2022-07-05 10:57 | Report Abuse

Bukan semua nak follow index
尽力了就好

Today 111 not that day 111

Posted by supersinginvestor > 2022-07-05 11:14 | Report Abuse

In this marker traders n kaki goreng go bust ..
Lol

Posted by titan3322 > 2022-07-05 20:09 | Report Abuse

Welcome to the house of 3.60 ! lower than 3.60 will be earnestly celebrated

Posted by calvintaneng > 2022-07-05 23:46 | Report Abuse

SOP HAS A WHOPPING 300,000 ACRES OF PALM OIL ESTATES
220,000 ACRES NOW MATURED

FARM LANDS OR PALM OIL: VIEWS FROM BILL GATES, JEFF BEZOS & WARREN BUFFET, Calvin Tan
https://sgx.i3investor.com/blogs/Jbhouseforsale/2022-07-05-story-h49563415-FARM_LANDS_OR_PALM_OIL_VIEWS_FROM_BILL_GATES_JEFF_BEZOS_WARREN_BUFFET_Cal.jsp

Posted by titan3322 > 2022-07-06 11:24 | Report Abuse

Mari2 cepat kasi turun to 3.60 mcm tu senang main lor

Posted by mrcrab > 2022-07-06 11:44 | Report Abuse

Getting closer Titan. FCPO drop 10% now

Posted by titan3322 > 2022-07-06 11:53 | Report Abuse

Haha mrcrab 3.64 pun ok lah 4 sen is for their hard work

Posted by mrcrab > 2022-07-06 12:51 | Report Abuse

Volume quite high. Must be staff busy selling. Manage to catch some.

Posted by NatsukoMishima > 2022-07-06 13:08 | Report Abuse

Leave all the commodities stocks now , great recession coming , Russia-ukraine war is going to end soon , all commodities stocks will plummet 50 % more !

Posted by mrcrab > 2022-07-06 14:46 | Report Abuse

too many ESOS

Posted by calvintaneng > 2022-07-06 14:47 | Report Abuse

Bought Sop

best time to buy now

Posted by calvintaneng > 2022-07-06 14:48 | Report Abuse

don't be small heart Esos at Rm3.60 now earn little bit only

they gave us Rm700 mil profit one year

fantastic leadership

Posted by titan3322 > 2022-07-06 14:51 | Report Abuse

Hahaha sudah kena 3.62 mcm ni hati senang sikit

Posted by titan3322 > 2022-07-06 14:53 | Report Abuse

What is the use if you made 1 bil but give peanuts as dividends ?

Posted by mrcrab > 2022-07-06 14:54 | Report Abuse

Titan you only give 2 sen for their hardwork

Posted by titan3322 > 2022-07-06 14:57 | Report Abuse

Itu calvin skrang baru dia beli mungkin sudah jual at 6.00 mcm itu directors semua haha

Posted by calvintaneng > 2022-07-06 16:16 | Report Abuse

don't speculate just buy while cheap

Posted by mrcrab > 2022-07-06 16:26 | Report Abuse

Cheap getting cheaper and might be force selling coming soon.

Posted by harold8990 > 2022-07-06 19:40 | Report Abuse

finally reached esos price...can look back at this counter.

Posted by titan3322 > 2022-07-06 21:04 | Report Abuse

Here are some estimates
1st qtr EPS = 34 sen adjusted for increased shares issued = 23 sen
2nd qtr EPS = 19 sen
3rd qtr EPS = 12 sen
4th qtr EPS = 10 sen
Total EPS for FY 2022 should be around 64 sen on the enlarged share capital as a result of the 2 for 1 bonus issue. If the cum bonus price of 3.60 the ex bonus price would be 2.40. So as far as FY 2022 is concerned this stock PE is only 4 By far the cheapest stock in Bursa and the risk of investing around this price is very small indeed as compared to many other stocks in bursa now.

Posted by titan3322 > 2022-07-06 21:29 | Report Abuse

I think now even the 9 mil esos excercised at 3.60 is in no hurry to sell unless they are financed by ah longs haha. Now only 2 groups of people left trying to press down the price further but its a lot tougher now

Posted by James Ng > 2022-07-06 22:01 | Report Abuse

[转贴] [Video:浅谈SARAWAK OIL PALMS BERHAD, SOP, 5126] - James的股票投资James Share Investing
https://klse.i3investor.com/web/blog/detail/general/2022-07-06-story-h1626013633

Posted by titan3322 > 2022-07-06 22:58 | Report Abuse

@ James Ng everyone is free to express his opinion but I can bet to my last penny that CPO will not see RM3000/tonne again anytime whatever volume Indonesia is allowed to sell

Posted by Abba84 > 2022-07-06 23:17 | Report Abuse

Oil prices tumbled -pulling Cpo jus blw.4k.the average futures cpo will stay slightly abve.4k.for year 022.profits afr qtr 2 still ok but at lesser value assuming costs maintain ed at $2k.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-07-06 23:30 | Report Abuse

>>>>>

BPlant

THPlant

Jaya Tiasa

Let us forget them & look forward to THE ONCE A CENTURY PALM OIL SUPER BULL YET UNFOLDING BEFORE OUR EYES



Stay Invested

Our Target Prices for all 3

Rm1.50

Rm2.00

Rm2.50

And higher!



In Bull run Years when Cpo was Rm4,000 Jtiasa crossed Rm3.50, Thplant reached Rm2.45 & Bplant near Rm2.00

Now that Cpo prices are at New World Record of Rm5,000 to Rm7,000

WE EXPECT ALL THREE TO OUTPERFORM!



Best regards

Calvin Tan
>>>>



Was Calvin again too exuberant? Perhaps.

Posted by calvintaneng > 2022-07-07 09:38 | Report Abuse

Sop last qtr profit 34.09 sen when Cpo was less than Rm6000

From April to June 2022 Cpo ranged from Rm6200 to Rm7400
With average price of Rm6500

And Ffb also gone up to 91,000 tonnes for SOP

By next month Aug 2022 SOP results should match or beat 34.09 sen

SOP lacked 20% manpower but now with Indon workers returning SOP will see more Ffb harvested

So the price returning to Rm4000 range will be supported by an increase of Ffb

Bottom line overall will be excellent

Out of 300,000 acres more than 220,000 acres are prime producing age

And best is yet to come as SOP value add by making high priced red palm oil for export to China

Posted by titan3322 > 2022-07-07 10:55 | Report Abuse

Aiya no more 3.63 3.64 3.65 ardy ka ? Semalam xbeli lu gila !

Posted by Abba84 > 2022-07-07 12:28 | Report Abuse

Directors selling again?

Posted by mrcrab > 2022-07-07 13:00 | Report Abuse

lower priced ESOS

Posted by calvintaneng > 2022-07-07 13:17 | Report Abuse

SOP facts

Jan to March 2022 Ffb 252,000 tonnes

April and May alone 179,000 tonnes
that is about 71% of 1st qtr

if Sop June just as normal then 2nd qtr Ffb has improved

Plus April to June 2022 Cpo averaged Rm6500 which is highest qtr record

That means that SOP Aug 2022 results will beat 34.09 sen

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-07-07 13:29 | Report Abuse

There is always a lot of blood on the street when the share price crashes.

Posted by Plantermen > 2022-07-07 13:50 | Report Abuse

Prior to the XBonus entitlement date on 15 July. Tendency for the counter to push higher

Posted by titan3322 > 2022-07-07 14:00 | Report Abuse

calvin could be right on 2nd qtr result ending June 30 2022. But I have built in higher cost of production going forward therefore my estimate is very conservative and also have taken into account the enlarged share cap subsiquent to the 1 for 2 bonus. Tats why I have said b4 if SOP does not do well no other planters will. But please don't forget to give out a higher dividends to reward the minority shareholders this is important

Posted by titan3322 > 2022-07-07 14:09 | Report Abuse

Remember investing is not about looking at history but looking at the future. Past PE is not relevant

Posted by nicholas99 > 2022-07-07 14:13 | Report Abuse

future = cpo price drop kaw kaw.

Posted by nicholas99 > 2022-07-07 14:14 | Report Abuse

ppl already looking at third and fourth quarter result.. you still thinking second quarter?

Posted by Keyman188 > 2022-07-07 16:05 | Report Abuse

OMG...What is happening for CPO price !!!...

Foresee CPO will dip below 3000 within next 6 months...


IF CPO dip below 3000 what will happen for all planters ???...

wkwkwk...kekeke...hehehe...

Posted by titan3322 > 2022-07-07 16:31 | Report Abuse

Aiyo Keyman188 I will drink up all the oil if CPO can fall below 3000 hehe

Posted by titan3322 > 2022-07-07 16:33 | Report Abuse

If still got money beli lah sikit nicholas99 unless tarak peluru

Posted by calvintaneng > 2022-07-08 01:15 | Report Abuse

SOP latest qtr earned 34.09 sen

ANNUALISED 34.09 x 4

= Rm1.36

At Rm3.74 the P/E is only 2.75

Lowest P/E for palm oil in Klse

Posted by calvintaneng > 2022-07-08 01:16 | Report Abuse

With 220,000 acres out of 300,000 matured the earnings will continue to grow by leaps and bounds

Posted by titan3322 > 2022-07-08 07:17 | Report Abuse

It is wrong to annualise the entire year earnings based on 34 sen per qtr. bcoz the last 2 qtr may not achieve the same result as the first 2 qtrs. Having said that it will still be a very respectable figure for the whole year.

Posted by titan3322 > 2022-07-08 09:28 | Report Abuse

Apa mcm ? minyak kelapa sawit ade turun kpd RM3000/tonne ka ?

Posted by titan3322 > 2022-07-08 10:02 | Report Abuse

Esos sudah habis jual ka hehe

Posted by mrcrab > 2022-07-08 10:47 | Report Abuse

Clear sky. Congrats Titan.

Posted by cedcan > 2022-07-08 10:54 | Report Abuse

Titan prediction macam yes. It's coming back to life, strong greeeeeeeeeeeeeen!

Posted by titan3322 > 2022-07-08 11:00 | Report Abuse

Ini mcm baru ngam mah mau kasi potong itu Sime Plant baru betul !

Posted by calvintaneng > 2022-07-10 22:11 |

Post removed.Why?