Posted by chickmonk > 2020-08-11 14:24 | Report Abuse

net cash & dividend company. Lumber price highest now. historical profit soon.

Posted by chickmonk > 2020-08-11 17:50 | Report Abuse

www.lpgasmagazine.com/surge-in-rv-sales-presents-opportunities-for-propane/amp/

Posted by chickmonk > 2020-08-11 22:35 | Report Abuse

lumber futures achieved another new high tonight.

Posted by skykai > 2020-08-12 01:10 | Report Abuse

something brewing~~~~~~~

Posted by chickmonk > 2020-08-12 07:26 | Report Abuse

USD681.40. everyday new high!

Posted by chickmonk > 2020-08-12 07:30 | Report Abuse

coming Q2 or Q3 will break record EPS 11cents/Q. dividend maybd can get 10%/year!

Posted by chickmonk > 2020-08-12 07:34 | Report Abuse

2018 they gave 16cents about 20%. Forward PE expect become PE3.

Posted by twjian > 2020-08-12 10:47 | Report Abuse

Sales of RV (Recreation Vehicles) has been in very brisk demands in US since the pandemic and RV requires lumber products as one of its components.
FLB is one of the suppliers for this market.
Coupled with this year's high record price of lumber,shareholders of FLB hope the company is able to benefit greatly from this two opportunities.
Shareholders can expect good dividends again as FLB has a good track record of rewarding shareholders with dividends based on its yearly earnings.
Perhaps the recent aggressive share buy-back by FLB gives us a hint of what is to come in the coming months.

Posted by Rjwealth > 2020-08-12 11:00 | Report Abuse

Focus lumber has RM92m cash and financial assets with zero debts, works out to be RM0.90 per share.

Net current assets is RM1.36. NTA is RM1.61.

At RM0.96, the business is valued near the cash holdings. No wonder the company keeps buying back shares!

Posted by chickmonk > 2020-08-12 11:38 | Report Abuse

Q2 good. Q3 the best, can break HIGHEST EPS.

Posted by chickmonk > 2020-08-12 11:40 | Report Abuse

lumber price is real, demand is real. only ppl thinking differently.

Posted by chickmonk > 2020-08-12 20:46 | Report Abuse

some lumber stocks already start moving.

Posted by skykai > 2020-08-12 20:50 | Report Abuse

slow and steady~

Posted by chickmonk > 2020-08-12 23:18 | Report Abuse

Broke USD700

Posted by alvin1188 > 2020-08-12 23:38 | Report Abuse

https://www.bloomberg.com/news/articles/2020-06-09/battened-down-businesses-drive-plywood-surge-amid-u-s-protests

Posted by alvin1188 > 2020-08-12 23:38 | Report Abuse

focus lumber sells a lot of plywood to the US, not just lumber

Posted by alvin1188 > 2020-08-12 23:39 | Report Abuse

Plywood markets are rebounding, with benchmark prices surging by as much as 22%.

According to Kevin Mason, managing director of Vancouver-based ERA Forest Products Research, Western Fir plywood is up 14% from early May and Southern Yellow Pine plywood prices have gained 22% from their low in mid-April.

Supplies shrank after efforts to slow the coronavirus outbreak forced some North American producers to cut capacity just as people were buying more wood to fix up their homes during lockdowns, he said. Mason also said he believed demand gained in May as looting broke out in some parts of the U.S., prompting shop owners to buy plywood and board up storefronts.

Posted by chickmonk > 2020-08-13 07:43 | Report Abuse

lumber future USD707.40. new high again!!

Posted by chickmonk > 2020-08-13 07:50 | Report Abuse

https://www.businessinsider.com/luxury-rv-resorts-us-travel-feature-california-north-carolina-florida-2020-8

Posted by RW0510 > 2020-08-13 10:16 | Report Abuse

slowly come back

Posted by GorengHealthcare > 2020-08-13 10:29 | Report Abuse

Minho up 37% Flbhd only 10%. Got space for more upward thrust.

Posted by Rjwealth > 2020-08-13 10:40 | Report Abuse

Cheap! Used to trade as high as RM3 just a few years ago. I managed to get some at RM0.68 a few months back which is way below the cash hoarding.

Hope the company does well and we all do well here!

Posted by twjian > 2020-08-13 12:18 | Report Abuse

Lumber price hits new high everyday. https://tradingeconomics.com/commodity/lumber

Posted by chickmonk > 2020-08-13 14:51 | Report Abuse

slown and steady.

Posted by chickmonk > 2020-08-13 14:57 | Report Abuse

still cheap if u ask me.

Posted by chickmonk > 2020-08-13 15:20 | Report Abuse

short term can reach RM2.00. mid term can reach RM3.00 atleast

Posted by puting > 2020-08-13 19:36 | Report Abuse

cyclical play

Posted by chickmonk > 2020-08-13 20:07 | Report Abuse

RV sales is booming. FLBHD benefit the most.
https://www.lonelyplanet.com/articles/rvs-record-sales-us

Posted by chickmonk > 2020-08-13 20:22 | Report Abuse

buy when Q2 result out(no good). Q3 skyrocket!!!!

Posted by chickmonk > 2020-08-13 20:24 | Report Abuse

going to all in when Q2 out.

Posted by chickmonk > 2020-08-13 20:29 | Report Abuse

RV Shipments Post Highest Total Since October 2018 with 11% Gain in June

Posted by chickmonk > 2020-08-13 21:14 | Report Abuse

lumber futures gap up 4% now.

Posted by GorengHealthcare > 2020-08-13 21:20 | Report Abuse

Big funds accumulating. Come in before too late. Haha!

Posted by skykai > 2020-08-13 21:50 | Report Abuse

nice~

Posted by chickmonk > 2020-08-14 07:44 | Report Abuse

https://klse.i3investor.com/blogs/lumberfutures/2020-08-14-story-h1511704670-FLBHD_lumber_futures_at_historical_high.jsp

Posted by chickmonk > 2020-08-14 07:49 | Report Abuse

RV industries expect more people to start using RVs as mobile offices as well. Some manufacturers are developing RVs “with dedicated workspaces that allow for the desks and other systems to be stowed away once work is over.

Posted by chickmonk > 2020-08-14 07:52 | Report Abuse

https://www.wvgazettemail.com/dailymailwv/daily_mail_features/rv-camper-sales-rev-up-in-response-to-travel-trepidation/article_6158d836-58d0-5e1e-817c-e08ab0c4f643.html

Posted by chickmonk > 2020-08-14 09:16 | Report Abuse

wait Q2 result out first.

Posted by chickmonk > 2020-08-14 11:21 | Report Abuse

great time to buy when ppl panic?

Posted by noodlehunter > 2020-08-14 12:28 | Report Abuse

question is, FLB doesn't own timber/lumber, they are manufacturer, right? if lumber price goes up, so is their cost, no ?

Posted by chickmonk > 2020-08-14 17:40 | Report Abuse

look back fy2018 and lumber price 2018. simple as that.

Posted by skykai > 2020-08-14 22:10 | Report Abuse

wait and see jer~~

Posted by chickmonk > 2020-08-15 09:45 | Report Abuse

high lumber price = high RV sales = higher profit. Q3 expect more than 11 cents EPS.

Posted by chickmonk > 2020-08-15 09:55 | Report Abuse

https://www.jayco.com/blog/uncategorized/15-statistics-that-prove-that-2020-is-the-year-of-the-rv/

Posted by chickmonk > 2020-08-15 09:58 | Report Abuse

US RV companies like Thor & Camping world already climbed up 2, 3 fold since April 2020. FLBHD very rely on US market.

Posted by chickmonk > 2020-08-15 12:10 | Report Abuse

those fb sifus haven't bought enuf, that's why no post for FLBHD. Once they posted, flbhd atleast 1.3-1.5

Posted by chickmonk > 2020-08-16 08:30 | Report Abuse

The sales lots are empty! The service centers are full!
www.rvtravel.com/emptylotsfullservice961/

Posted by chickmonk > 2020-08-16 13:29 | Report Abuse

price for lumber tripled since mco.
https://twitter.com/MrExciitement/status/1294729062993321990?s=19

Posted by makelittlemoney > 2020-08-16 21:33 | Report Abuse

Focus lumber is impacted by the rise lumber price.. In the annual report, there is price of log, means Focus lumber is buying the lumber to make the plywood.. it is impacted by the lumber price not benefited.. be aware the chickmock, he might be holding a lot.

Posted by chickmonk > 2020-08-17 08:11 | Report Abuse

Q3 will prove it. Haha... . sour grapes.