Posted by strattegist > 2020-11-17 18:06 | Report Abuse

bz body mad dog pon sudah chowwww...

Posted by Mikecyc > 2020-11-17 19:11 |

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Posted by Mikecyc > 2020-11-17 19:14 | Report Abuse

MSM


Financial Year Revenue ('000) Net ('000) EPS Report
31 Dec, 2020 1,554,132 -127,470 -18.14
31 Dec, 2019 2,007,093 -299,767 -42.65 View
31 Dec, 2018 2,215,465 35,624 5.07

Posted by Mikecyc > 2020-11-17 19:17 | Report Abuse

“Should the LLA be terminated, we expect FGV’s total landbank to shrink by about 80% to about 89,000 ha based on the removal of 350,700 ha leased land from FGV’s current total landbank of 439,7000 ha, most of which are oil palm planted area,” MIDF analyst Khoo Zhen Ye wrote in a note today.

Posted by calvintaneng > 2020-11-17 19:51 | Report Abuse

FGV is so FULL of GOLDEN VALUE That Even Felda decides to take back its lands & compensate FGV Rm4.1 BILLIONS

We can SEE the FULL VALUE BEING UNLOCKED

1) RM4.1 BILLIONS FROM FELDA

2) ANOTHER RM4.08 BILLIONS FOR ITS 68 MILLS (EACH WORTH RM60 MILLIONS)

3) ITS MSM SUGAR BUSINESS IN CHUPING

4) ITS DOWNSTREAM BUSINESS OF SELLING CONSUMER PALM OIL LIKE LAMSOON, UNILEVER OR YEE LEE

FGV HAS THE SAJI BRAND WHICH CAPTURED MORE THAN 30% OF MARKET

https://www.google.com/search?safe=active&sxsrf=ALeKk01VZHUFVbi7UvtfYCvoPn_bLzJBLg:1605613402179&source=univ&tbm=isch&q=saji+fgv+photo&sa=X&ved=2ahUKEwiA0O6DwIntAhWP6XMBHQXPB48QjJkEegQIChAB&biw=1241&bih=608#imgrc=ZE21IH0wsjofZM

5) BEST OF THE VERY BEST

FGV’s remaining about 89,000 ha

Let's calculate Its Value

To convert to Acre Multiply 89,000 by 2.471 = 219,919 ACRES

If FGV just sell them for Rm1 Millions Per Acre

Then Rm1,000,000,000 x 219,919

= Rm219,919,000,000

THAT IS A MIND BLOWING RM219.9 BILLLIONS

PLUS RM8.18 BILLIONS FROM FELDA & ITS MILLS


= RM228,099,000,000

RM228 BILLIONS IN NET CASH


FGV WILL EASILY FLY OVER RM10.00 TO CHALLENGE WILMAR OF SPORE

Posted by calvintaneng > 2020-11-17 20:45 | Report Abuse

Okok

In case someone think I got carried away valuing FGV lands at Rm1 mill per acre

Since we don't have all the complete picture we will leave them as such

Bear in mind that Govt only gave Felda settlers frontier lands. In FGV Johor there are lands in Kulai where Senai Airport is located

Also Plentong where Syed Moktar has 2 thriving housing enclaves

Taman Sri Austin

Bandar Sri Alam

And Tanjung Langsat Industrial Park where Dialogue built its storage tankers

And these are now prime lands owned by FGV

Posted by Lukey_Greek > 2020-11-17 21:49 | Report Abuse

LLB termination will happen only after 18 months the earliest if it materialized. How many long term investors here?

Posted by Lukey_Greek > 2020-11-17 22:13 | Report Abuse

Food index prices rose in October for fifth straight month. Prices of American grain is surging, & so CPO due to:

1. Dry weather from La Nina is interfering with planting of in Brazil
2.China ban on imports of Australian crops, e.g. barley, wheat
3. Russia government is mulling a quota ban on wheat exports

Posted by MaBadri > 2020-11-17 22:36 | Report Abuse

Rm2

Posted by Mabel > 2020-11-17 22:59 | Report Abuse

#calvintaneng FGV is so FULL of GOLDEN VALUE That Even Felda decides to take back its lands & compensate FGV Rm4.1 BILLIONS

We can SEE the FULL VALUE BEING UNLOCKED

1) RM4.1 BILLIONS FROM FELDA

2) ANOTHER RM4.08 BILLIONS FOR ITS 68 MILLS (EACH WORTH RM60 MILLIONS)

3) ITS MSM SUGAR BUSINESS IN CHUPING

4) ITS DOWNSTREAM BUSINESS OF SELLING CONSUMER PALM OIL LIKE LAMSOON, UNILEVER OR YEE LEE

FGV HAS THE SAJI BRAND WHICH CAPTURED MORE THAN 30% OF MARKET

https://www.google.com/search?safe=active&sxsrf=ALeKk01VZHUFVbi7Uv...

5) BEST OF THE VERY BEST

FGV’s remaining about 89,000 ha

Let's calculate Its Value

To convert to Acre Multiply 89,000 by 2.471 = 219,919 ACRES

If FGV just sell them for Rm1 Millions Per Acre

Then Rm1,000,000,000 x 219,919

= Rm219,919,000,000

THAT IS A MIND BLOWING RM219.9 BILLLIONS

PLUS RM8.18 BILLIONS FROM FELDA & ITS MILLS


= RM228,099,000,000

RM228 BILLIONS IN NET CASH


FGV WILL EASILY FLY OVER RM10.00 TO CHALLENGE WILMAR OF SPORE
17/11/2020 7:51 PM

Fantastic Analysis Calvin!

What need to be said has been said.

Bottom line is FGV (5222) FANTASTIC REPORTED FANTASTIC RESULT – QoQ is 566 %, YOY is 152% much better than my IOI Corps and cepatwawasan that Calvin shared this morning.

Thanks to the great CPO prices. FGV now looks really look like Mabel Gloves's Supermax & Kossan with complete very strong turnaround as early as from April to June 2020 before finally seeing more powerful Profits in later quarters.

Next coming Fourth quarter Q4 results will be even better, viewing current CPO price is about to break at RM 3,500 level soon.

Lesson learn from this FGV Turnaround Story..

Complexity is your enemy in investing and simplicity is your friend. Leverage increases risk. Most people don’t fully understand this risk unless they are an investment professional. This quote is one of the most important in investing but few listen to it..

It's waiting that has help you as an Investor and a lot of people just can't stand to wait..

Yes hng33, If CPO can sustain RM 3000 for prolong time, FGV EPS can go as high as 30-40sen, share price may ultimately go back to IPO price RM 4.50 next year

Last two week all my queue were all matched. Unfortunately today, non was matched as all prices has gone up

Well done to all FGV Supporters.

Meow Meow Meow

Posted by Mabel > 2020-11-17 23:00 | Report Abuse

#dam82 yes ...mabel mana pergi long term investement ...capital gain also divident play
17/11/2020 2:32 PM

Mabel is sooo wet today...too excited to talk...So Happy....

Meow Meow Meow

Posted by daretocutandchange > 2020-11-17 23:35 | Report Abuse

calvin, congratulation your golden agri moving now to 15.3sg.

Posted by strattegist > 2020-11-17 23:36 |

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Posted by daretocutandchange > 2020-11-17 23:47 | Report Abuse

soybean ups us24 to 1177.5 new high right now.dare to gamble can try fgv -c99 but maturity date is 29-1-2021 be careful.

Posted by Mikecyc > 2020-11-18 00:39 |

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Posted by Mikecyc > 2020-11-18 00:40 |

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Posted by Mikecyc > 2020-11-18 00:46 |

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Posted by Mikecyc > 2020-11-18 00:52 |

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Posted by Mikecyc > 2020-11-18 06:11 |

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Posted by Mikecyc > 2020-11-18 06:15 |

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Posted by Mikecyc > 2020-11-18 06:22 | Report Abuse

FGV可获赔43亿？
Sinchew Mon, Nov 16, 2020 11:38am - 1 day ago

林女士问：
之前看到报道指FGV控股（FGV,5222,主板种植组）会从FELDA拿到43亿令吉赔偿，是真的吗？这是有利消息？可以加码？

答：是的，FGV控股预期从联邦土地发展局（FELDA）终止土地租赁协议（LLA）中获得高达43亿令吉赔偿，不过分析员认为这个估计过于乐观，若土展局私有化FGV控股，只需26亿令吉代价，反而更为廉宜。

联昌研究认为，从租地付款趋势和当前赔偿方程式看来，若赔偿额介于35亿至40亿令吉，该局可能不会寻求终止协议。
截至今年8月杪，土展局持F G V控股33.66%股权（该局直接持有21.24%股权，FELDA资产控股持12.42%），土展局合作社持股4.751%股权。

FGV控股根据内部估值，估计可获得35亿至43亿令吉赔偿，视2020年与2021年财务表现而定，或因其他因素而有所变动。
联昌指出，若是根据2019财政年计算，赔偿额趋低；若根据2020与2021财政年计算，则偏向高位，这视园坵与棕油价表现而定。2019年平均棕油价每公吨2021令吉，今年首9个月攀高至2545令吉。
联昌估计赔偿额平均值是25亿5000万令吉。

中长期而言，联昌认为这项终止租地协议，对FGV控股冲击负面，因无法获得过去多年翻种油棕的成果。
FGV控股一旦接获通知书，将根据终止协议程序，向土展局索偿，预期这个程序18个月内完成。

土展局拥有的35万零733公顷土地，从2011年11月1日租赁予FGV控股长达99年。该局是欲从上述种植地增加收入，而终止租赁予FGV控股。

联昌维持FGV控股1令吉21仙目标价。

Posted by Mikecyc > 2020-11-18 06:23 | Report Abuse

Nevertheless, FGV’s existing plantation land bank could be substantially reduced as FELDA is looking to terminate the LLA with FGV.  The LLA, which was signed prior to FGV’s flotation exercise in 2012, involves 350,733ha of plantation land that was leased to FGV for 99 years from Nov 1, 2011.

For the LLA termination, FGV’s compensation is to be calculated based on the average profit per mature hectare for the entire leased land (based on its latest audited financial statements at the point of notice) multiplied by the loss of FGV’s future profits.

>> FGV would be compensated for 10 years of future profits should the LLA be terminated less than eight years from the last replanting, or five years of future profits should the agreement be terminated more than eight years after the last replanting.

The LLA termination would leave FGV with 88,497ha of plantation land and 68 palm oil mills.

Posted by Mikecyc > 2020-11-18 06:29 |

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Posted by Mikecyc > 2020-11-18 06:33 |

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Posted by Mikecyc > 2020-11-18 06:34 |

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Posted by Mikecyc > 2020-11-18 06:35 | Report Abuse

Jtiasa

CPO : FFB
June2020 = 15,750 : 98,234
July2020 = 20,936 : 117,666
Aug2020 = 20,974 : 114,525
Sept2020 = 16,898 : 94,018
Oct2020 = 14,167 : 79,835


FGV

CPO : FFB
June2020 = 304,621 : 467,488
July2020 = 275,989 : 439,964
Aug2020 = 288,150 : 411,149
Sept2020 = 292,176 : 459,994
Oct2020 = ? : ?

Posted by Mikecyc > 2020-11-18 06:47 |

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Posted by Mikecyc > 2020-11-18 06:51 |

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Posted by Mikecyc > 2020-11-18 06:55 |

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Posted by Mikecyc > 2020-11-18 07:06 |

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Posted by calvintaneng > 2020-11-18 07:30 | Report Abuse

Very good morning all

Tyvm daretocutandchange

Yes. Goldenagri result was still negative but losses were less than last quarter

Because Spore analysts all downgraded goldenagri it was bombed down in prices

So happy to buy when nobody wanted
And surprise! Goldenagri up so much yesterday

Now i am more bullish on Fgv turnaround story than Goldenagri

Fgv will go back into multi year rebound

Posted by calvintaneng > 2020-11-18 07:35 | Report Abuse

I watched USA soyoil strong closing last night in USA

Smart money is talking about possible drought in next year like in 2012 when superbull happened for both soybean oil and cpo

If so then Fgv will cross Rm2 to reach its all time Ipo high of Rm5. 30

Yet to be seen

Meanwhile hope to add more if got weakness today

Posted by Mikecyc > 2020-11-18 08:13 | Report Abuse

Soybean Oil Prices - Historical Annual Data
Year Average
Closing Price Year Open Year High Year Low Year Close Annual
% Change
2020 $0.3017 $0.3524 $0.3743 $0.2499 $0.3743 7.84%
2019 $0.2932 $0.2818 $0.3534 $0.2661 $0.3471 24.90%
2018 $0.2993 $0.3355 $0.3390 $0.2696 $0.2779 -16.35%
2017 $0.3341 $0.3481 $0.3607 $0.3101 $0.3322 -4.02%
2016 $0.3280 $0.3012 $0.3793 $0.2918 $0.3461 12.70%
2015 $0.3054 $0.3209 $0.3478 $0.2605 $0.3071 -4.36%
2014 $0.3688 $0.3880 $0.4449 $0.3128 $0.3211 -17.81%
2013 $0.4586 $0.5105 $0.5311 $0.3882 $0.3907 -21.21%
2012 $0.5233 $0.5311 $0.5778 $0.4702 $0.4959 -5.27%
2011 $0.5521 $0.5770 $0.5977 $0.4827 $0.5235 -10

Posted by Mikecyc > 2020-11-18 08:14 |

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Posted by Mikecyc > 2020-11-18 08:16 |

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Posted by Mikecyc > 2020-11-18 08:20 |

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Posted by calvintaneng > 2020-11-18 08:37 |

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Posted by Letsfly > 2020-11-18 08:47 | Report Abuse

https://www.theedgemarkets.com/article/fgv-expects-cpo-trade-between-rm2500-and-rm2600-tonne-1h21

Funny.. How come fgv boss only expect 2500 and 2600 for cpo price? Its already come to 3500.... Weird... Old news??

Posted by wkkht > 2020-11-18 09:17 | Report Abuse

https://www.klsescreener.com/v2/news/view/754629/status-quo-on-lease-termination-notice
Status quo on lease termination notice
TheStar Wed, Nov 18, 2020 07:30am - 1 hour ago

Posted by hng33 > 2020-11-18 09:23 | Report Abuse

FGV CEO, Haris said that the group would need to undergo a valuation process for that purpose.

However, he estimated that the price to set up a new palm oil mill would cost about RM1mil per tonne of capacity and “for a 60-tonne capacity mill could cost about RM60mil.”

FGV processed over 14 million tonnes of FFB annually. Analysts generally have estimated that Felda would need to fork out over RM10bil to acquire the palm oil mills from FGV.

Posted by strattegist > 2020-11-18 09:53 | Report Abuse

relax

Posted by Mikecyc > 2020-11-18 10:27 |

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Posted by Mikecyc > 2020-11-18 10:29 | Report Abuse

Asked on the price tag for the mills, he declined to give any specific figure but said that a new mill built today would roughly cost about RM1 million per metric tonne (MT) of capacity, adding that a 60 MT capacity mill, for example, would cost about RM60 million.

----
"We have 68 mills in Malaysia, which are key to our business, because as you know, the LLA land only represents about 30% of the FFB (fresh fruit bunch) that our mills process. Another 70% of the FFB actually comes from the settlers as well as the third-party suppliers.

"Even without the LLA land, we still need the mills to process the other 70% of the FFB. It is a very critical part of FGV's capability in terms of processing the FFB, as well as going further into the downstream markets," he explained.

Posted by Ninja _07 > 2020-11-18 10:29 | Report Abuse

RM2.50 easily by January 2021

Posted by Mikecyc > 2020-11-18 10:32 |

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Posted by Letsfly > 2020-11-18 10:34 | Report Abuse

If Brazil cant plant the crops properly at this cycle, 1 year will miss soy cycle already...Can check here out.

http://www.soybeansandcorn.com/Brazil-Crop-Cycles#:~:text=November,by%20end%20of%20the%20month.

Posted by Letsfly > 2020-11-18 10:41 | Report Abuse

Now Europe U-Turn on the palm oil ban on Malaysia...

https://www.nst.com.my/opinion/columnists/2020/11/641988/mspo-certification-key

Posted by strattegist > 2020-11-18 10:46 | Report Abuse

steady