Posted by wehcant > 2020-12-08 19:32 | Report Abuse

MACC, please investigate.

Posted by Sweetchocalates > 2020-12-08 19:36 | Report Abuse

Gg

Posted by awesome20 > 2020-12-08 19:40 | Report Abuse

plantation uptrend?

Posted by Letsfly > 2020-12-08 19:45 | Report Abuse

If 100+m worth in net profit ain't worth shit to you, then you probably shouldn't be in this forum.. Cpo price is now sky high... Go figure..

Posted by Sumalia > 2020-12-08 19:47 | Report Abuse

Naysayer here can tell you is downtrend ....

Posted by GorengHealthcare > 2020-12-08 19:48 | Report Abuse

Don't worry lah, busuk2 will goreng to at least 1.50 to 1.80

Posted by calvintaneng > 2020-12-08 19:49 | Report Abuse

No worry

Mgo is compulsory and triggered when Felda can own more than 90% of Fgv. If not it cannot go through

Last time Harrison plantation was offered a privatisation price of Rm1.30 by the Indonesian boss

One guy called Peter from USA kept buying up Harrison shares till he got more than 10% to prevent unfair MGO

So Harrison stay listed till today and price has reached Rm4.00

Now go see Top 30' holders of Fgv and you will notice Local Funds like Hong Leong in Top 30

Also world famous Vanguard Fund from USA got 2 position in Top 30

I think Fgv will remain listed and prices will go up

Posted by wehcant > 2020-12-08 20:07 | Report Abuse

Ya, no worries. i3 retailers here own 45% stakes in FGV. They can go to hell.

Posted by strattegist > 2020-12-08 20:14 | Report Abuse

Haiyaaaa... it is going to be a long winded process maaa... nothing to eorry at all... Appointment of Advisor by Felda... then appointment of Independent Advisor for minority shareholders... then EGM to be convened... all is going to take times anf would normally be at least within 6 months period...

The indicative offer to take FGV private at RM1.30 per share is just a ball park figure by Felda without any sound evaluation by professional valuer and Investment Bank....

So... relax and stay cool... The valuation and offer price would eventually be substantially higher...

Posted by MSMsugar > 2020-12-08 20:18 | Report Abuse

FGV SELL MSM?????????????????

Posted by dam82 > 2020-12-08 20:33 | Report Abuse

Felda owns 775.02 million FGV shares or about 21.24% and on completion of the proposed acquisitions, it and parties acting in concert (PAC) would own more than 50% of FGV shares.

It would then make a mandatory take-over offer for all the remaning shares.

Felda had signed a conditional agreement with KWAP to acquire a 6.10% stake or 222.48 million shares or 6.1% for cash consideration for RM289.20mil.

-------------------------------------------------------------------------------------------------------------------------------

Till FELDA make it official offer 1.3 no one said its RM1.3 .

For now FELDA bought KWAP and UJ for 1,3 .

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If 2morow if limit up FELDA need to privitiza last share price so i bet there are fund will make this happen and hopefully people won't sell

Posted by remomama94 > 2020-12-08 20:35 | Report Abuse

panic sell

Posted by Mabel > 2020-12-08 20:36 | Report Abuse

I agree with Calvin, strategist and FGV supporters..

What I read in the news that Felda had signed offer to take FGV shares of certain stake holders (probably Government link ...my guess which I stand to be corrected) at RM1.30 a share.. Meaning when the transaction is completed, Felda will own more than 50% of FGV..

This will mean Felda will make Mandatory General Offer to others shareholder including us..

I doubt the Top 30 shareholders that mentioned by Calvin will set at RM 1.30 as they know the true value and potential of FGV given the current development of CPO

Hence, the only way I look at it is to make it attractive is for the Operator to push the share price up...

Meow

Posted by DickyMe > 2020-12-08 20:38 |

Post removed.Why?

Posted by dam82 > 2020-12-08 20:39 | Report Abuse

Even limit down no hard since the privatization still 1,30 worse case scenoria

Posted by Mabel > 2020-12-08 20:39 | Report Abuse

I just saw your comment dam82...totally in line with what Mabel is thinking..

Meow

Posted by Mabel > 2020-12-08 20:41 | Report Abuse

#Letsfly Alot of suspense! Go big or go home... Only 2 outcomes.
08/12/2020 7:27 PM

I'm actually looking forward to go Big..

Meow

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

No choice, must accept.
Recent example the delist of YTL Land.

Posted by Letsfly > 2020-12-08 20:47 | Report Abuse

Hahaha if limit down then tapao la.. Wait what.. Die die will be 1.30 ma

Posted by Mabel > 2020-12-08 20:48 | Report Abuse

#supersinginvestor @cat shiit gang..
Listen..unker lesson on Opportunity cost...
Fgv is going down...cos people will throw n buy pbbank...
Cos if u hold fgv u make zero n if u buy other shares u make money...so u hold u lose...
08/12/2020 8:43 PM

What you think is so insignificant since you have small brain.

If Mabel follow your water prediction, I would have lose lots money already

unker my foot

Meow

Posted by Ken Chung > 2020-12-08 20:49 | Report Abuse

Ha Ha, what privatisation is this, premium 3 sen. thats a joke. 2.4% increase! The last company that went private recently was Kwantas.. offer price RmM 1.65.
last quoted share price 55 sen.
premium RM 1.15 per share. similarly involved with oil palm plantation. Calvin knows about this, he is the reason why i bought kwantas and FGV. What a joke,

Posted by dam82 > 2020-12-08 20:55 | Report Abuse

YTL Land different cause YTL hold more than 90% lor ..FGV different ..but 2morow sure panic seller

Posted by Mabel > 2020-12-08 20:55 | Report Abuse

#Goldgent No choice, must accept.
Recent example the delist of YTL Land.
08/12/2020 8:46 PM

Still got choice, see Mabel comment above on Cycle and Carriage.

The team in CCB decided to remain listed even though the offer was already higher and attractive than the prevailing price.

You can read about it in the Cycle and Carriage Forum

Meow

Posted by Letsfly > 2020-12-08 20:59 | Report Abuse

Why panic? Even if it goes through, it's 1.30..

Posted by Tango123 > 2020-12-08 20:59 | Report Abuse

FGV 'buying' from KWAP, Jemaah (Tabung Haji SPV) & KPF at 1.30 to become mejority shareholders (more than 50%).

Next stage Felda will offer higher price to minority shareholders in order for the MGO. Unlikely to be lower than 1.30. Those holding FGV keep your shares and you'll enjoy bumper harvest. Let Felda comes out with its offer as MSW will advise whether to accept or not on their price. There is a market price for the MGO and it will be a win-win situation for Felda and the minority shareholders. Be patience and wait. Timing is right. Congratulations to all FGV share holders!

Cheers!

Posted by matzaid > 2020-12-08 21:02 | Report Abuse

agreed with calvin...delisted if felda control more than 90pcent...better hold bcas mgo price to low for us to acxept

Posted by Mabel > 2020-12-08 21:10 | Report Abuse

#Tango123 FGV 'buying' from KWAP, Jemaah (Tabung Haji SPV) & KPF at 1.30 to become mejority shareholders (more than 50%).

Next stage Felda will offer higher price to minority shareholders in order for the MGO. Unlikely to be lower than 1.30. Those holding FGV keep your shares and you'll enjoy bumper harvest. Let Felda comes out with its offer as MSW will advise whether to accept or not on their price. There is a market price for the MGO and it will be a win-win situation for Felda and the minority shareholders. Be patience and wait. Timing is right. Congratulations to all FGV share holders!

Cheers!
08/12/2020 8:59 PM

Tango123 is a smart man

Mabel always adore smart man

Meow

Posted by dam82 > 2020-12-08 21:13 | Report Abuse

Guys don't forget a lot of Bumi institution still holding FGV share

Posted by Mabel > 2020-12-08 21:16 | Report Abuse

Meow dam82..

Posted by MuttsInvestor > 2020-12-08 21:16 | Report Abuse

I shall be collecting at rm1.30 to 1.40..... Worse Scenario ..Rm1.30...Loss 6% . Best Scenerio Rm 2.40 ..Profit 71% ... Go figure out ... As A GAMBLER which Odds is good .

Posted by iswara > 2020-12-08 21:18 | Report Abuse

Many knowledgeness guys like to shit every forum, go to learn lah....

Posted by wehcant > 2020-12-08 21:18 | Report Abuse

Don't worry. I won't sell my 36% stakes in FGV for now. You all can sleep well tonight.

Posted by MuttsInvestor > 2020-12-08 21:18 | Report Abuse

Rm2.40 ...... Magic Figure without any BASIS ..... Go figure out.

Posted by calvintaneng > 2020-12-08 21:22 | Report Abuse

Ken Chung Ha Ha, what privatisation is this, premium 3 sen. thats a joke. 2.4% increase! The last company that went private recently was Kwantas.. offer price RmM 1.65.
last quoted share price 55 sen.
premium RM 1.15 per share. similarly involved with oil palm plantation. Calvin knows about this, he is the reason why i bought kwantas and FGV. What a joke,
08/12/2020 8:49 PM

Calvin replies:

You are correct

FGV is far more valuable than Kwantas anytime!

So all go hold tight tight every precious FGV shares

Posted by wehcant > 2020-12-08 21:22 | Report Abuse

Next TP = 1.5

Posted by MuttsInvestor > 2020-12-08 21:27 | Report Abuse

Also ...KWSP ( Rakyat money ) SOLD at Rm1.30 per shares. If later FELDA buys out FGV at Rm 1.70 ( Say ) ,..... Can the RAKYAT SUE KWSP for " Negligence" for FAILING its DUTY to MAXIMISE the Profit to the KWSP stakeholders ???

Posted by Mabel > 2020-12-08 21:33 | Report Abuse

#dam82 Guys don't forget a lot of Bumi institution still holding FGV share
08/12/2020 9:13 PM

#dam82 Felda owns 775.02 million FGV shares or about 21.24% and on completion of the proposed acquisitions, it and parties acting in concert (PAC) would own more than 50% of FGV shares.

It would then make a mandatory take-over offer for all the remaning shares.

Felda had signed a conditional agreement with KWAP to acquire a 6.10% stake or 222.48 million shares or 6.1% for cash consideration for RM289.20mil.
08/12/2020 8:33 PM

#calvintaneng No worry

Mgo is compulsory and triggered when Felda can own more than 90% of Fgv. If not it cannot go through

Last time Harrison plantation was offered a privatisation price of Rm1.30 by the Indonesian boss

One guy called Peter from USA kept buying up Harrison shares till he got more than 10% to prevent unfair MGO

So Harrison stay listed till today and price has reached Rm4.00

Now go see Top 30' holders of Fgv and you will notice Local Funds like Hong Leong in Top 30

Also world famous Vanguard Fund from USA got 2 position in Top 30

I think Fgv will remain listed and prices will go up
08/12/2020 7:49 PM

This is what I have extracted..

Market Cap: 4633 M.

Number of Shares: 3648 M.

Float: 49.86%.

Manipulation Indicator: Very hard to manipulate.

Felda Global Ventures Holdings Bhd is a global agricultural and agri-commodities company based in Malaysia with operation across ten countries. Its primary business can be dividend into three main activities; plantations, downstream and sugar business. The plantation segment is involved in oil palm, rubber and timber. The downstream segment is engaged in the production of oleochemicals products soybean and canola while the sugar segment is involved in the production, marketing and sales of refined sugar products. The segment also sells soft brown sugar and molasses and owns sugar refineries.

Sectors: Plantation, Sugar & Flour, GLCs, Conglomerates

Code: 5222

Website: http://www.feldaholdings.com/

Top Shareholdings
Updated on 20-Mar-2020

Shareholder Value (M)
Lembaga Kemajuan Tanah Persekutuan 730.29
Felda Asset Holdings Company Sdn. Bhd. 575.21
Urusharta Jamaah Sdn. Bhd. 360.31
Kumpulan Wang Persaraan (Diperbadankan) 288.04
Akaun Jaminan Pinjaman Kerajaan Persekutuan 254.0
Koperasi Permodalan Felda Malaysia Berhad 242.91
Kerajaan Negeri Pahang 231.66
Employees Provident Fund Board 156.75
Sawit Kinabalu Sdn. Bhd. 104.92
Chief Minister State of Sabah 83.74
Lembaga Tabung Angkatan Tentera 57.9
Ta Kin Yan 46.84
Vanguard Total International Stock Index Fund 40.41
CIMB Securities Sdn Bhd 37.31
Vanguard Emerging Markets Stock Index Fund 37.17
Ekuiti Yakinjaya Sdn. Bhd. 26.5
Principal Dali Equity Growth Fund 26.06
Amanah Saham Bumiputera 25.4
State Street Bank & Trust Company 23.48
Yayasan Islam Terengganu 20.9
Hong Leong Penny Stockfund 20.45
Hong Leong Assurance Berhad 20.34
Ambank Islamic Berhad 18.73
Dimensional Emerging Markets Value Fund 18.69
DFA Emerging Market Core Equity 17.56

Let say Urusharta Jamaah Sdn. Bhd and Kumpulan Wang Persaraan decided to tango with Felda, they only have 33% of the shares.

This means they have to deal with 67% of the shareholders in which retailers makes up about 50% 0f the remain shares.

If the above Mabel understanding is correct, the only way forward to make it happen is to push the share price up to make it attractive for us to sell or remain listed.

Meow

Posted by MuttsInvestor > 2020-12-08 21:40 | Report Abuse

Another TWIST ...... " Tan Sri Syed Mokhtar ­Albukhary, via his vehicle Perspective Lane (M) Sdn Bhd (PLSB), last week sent an expression of interest “to participate in FGV via an injection of plantation assets into FGV, for share consideration " ....... What is his NEXT move ??

Posted by wajatimur_28 > 2020-12-08 21:40 | Report Abuse

Meow to mabel

Posted by ming > 2020-12-08 21:42 | Report Abuse

SM terus sapu 10% share then.

Posted by UlarSawa > 2020-12-08 21:44 | Report Abuse

Felda clever only pay 1.30 but shareholders more clever kah. correct?

Posted by Sumalia > 2020-12-08 21:47 | Report Abuse

Too much la bro ... like that tomorrow how to collect cheaper ??? Just let them sell is ok... somebody will collect

Posted by UlarSawa > 2020-12-08 21:48 | Report Abuse

IPO 4.55. privatise at 1.30. clever move. Calvin go and bargain see can get 1.50 or not.

Posted by EngineeringProfit > 2020-12-08 21:49 | Report Abuse

what clever....mammalian or reptilian brain?

Posted by dam82 > 2020-12-08 22:03 | Report Abuse

FELDA and uruharta KWAP what is the difference all under one roof ...

Posted by UlarSawa > 2020-12-08 22:04 | Report Abuse

Felda not clever can get rm1.30 from urusharta and kwap? correct?

Posted by UlarSawa > 2020-12-08 22:05 | Report Abuse

Name different. correct?


dam82 FELDA and uruharta KWAP what is the difference all under one roof ...
08/12/2020 10:03 PM

Posted by UlarSawa > 2020-12-08 22:06 | Report Abuse

Actually Felda offer 1.30is higher than kenanga TP 1.25. 5sen higher. Can ask Calvin to ask more abit. maybe 1.50 is better. correct?

Posted by ks5S > 2020-12-08 22:08 | Report Abuse

kwap keep on continue buy from the open market
looks like kwap is hoping for better offer although they are force to sell at 1.30.

Posted by dam82 > 2020-12-08 22:09 | Report Abuse

boss sama MOF ..