The lesson here, is in order to protect yourself, u must buy cheap profitable plantation stocks, b4 hyper inflation hit us mah!
the Morale of the Story?
It teaches us to save up during good times to prepare for hard times like now when Covid 19 hits.
The bees gather nectar all summer because they know winter is approaching. The butterfly dance from flower to flower in summer and dies at the first frost of winter.
Now in the Book of Revelation (due to climate change in the end time) the Bible mentioned a time of great hyper inflation
MKH's CPO price not attractive in Indonesia market. When Malaysia Plantation companies can sell CPO price at RM4,500, MKH's CPO sell at around RM3,000 only. Really disappointed on MKH's Plantation performance at such a CPO price bullish
MKH is so undervalued! It’s 17,000 ha of very high yielding oil palm in Kalimantan has largely been mistakenly ignored by investors. Yield per ha is a marvelous 30 mt/ha of FFB which is 40-50% higher than industry average.
FY 2021 ending 30/9/21 ; Plantation division PBT was $101 mil (2020 $26 mil) , an increase of whopping 288! . The increase is based on FY2021 average realised CPO of merely $2,945. FY 2022 : PBT contribution from plantation may exceed $180 mil due to much higher average realised price expected from Oct 21 to Sept 22 (Financial period). All palms are at the prime years and yielding an average of 27.4 mt/ha of FFB compared to industry average of 20mt/ha. Very efficient planter. Total FFB production FY 2021 was 441,000 MT equivalent to about 90,000 MT CPO which is significant. NA is $2.95. The share is presently trading at 0.5X book value . Strong cashflow, +$207 mil net cash from operations in FY 2021. Property/housing development shall improved tremendously from FY2022.
@ 12 noon FCPO march +$263 to $6,769 FCPO Apr +$269 to $6,522 Many countries are scrambling to secure enough edible oil/food in the wake of Ukraine-Russia war ? There is no additional supply !
Who's going to the AGM? Last week, the price of CPO surged to RM8,000 per tonne, the Russia-Ukraine war being a major factor for the price hike. MKH plantation is consistently well-managed and performing, so I want to buy more shares. I am confident about their their plantation upside, but how is their property sales trend. @Johnzhang help?
@Johnzhang MKH is so undervalued! It?s 17,000 ha of very high yielding oil palm in Kalimantan has largely been mistakenly ignored by investors. Yield per ha is a marvelous 30 mt/ha of FFB which is 40-50% higher than industry average.
Buy or sell? Datuk Lee's confidence in company and answers to questions make me want top up shares. But Datuk Chong's answers short and no analysis make me want to sell. Buy or sell?
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....
stockraider
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Posted by stockraider > 2021-10-17 11:10 | Report Abuse
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