Posted by EngineeringProfit > 2020-12-09 20:20 | Report Abuse

True. That's why I always say......wolves in sheep's clothing are more devil-compliant than sha-compliant

Posted by EngineeringProfit > 2020-12-09 20:20 | Report Abuse

They'll be given some chicken feed later

Posted by dam82 > 2020-12-09 20:21 | Report Abuse

Bottom line these mothfckers screwed all small retail players ..

Posted by Mikecyc > 2020-12-09 21:06 |

Post removed.Why?

Posted by Mabel > 2020-12-09 21:10 | Report Abuse

Dr Ooi is still waiting for you with long Vaccine Needle...

Posted by Mabel > 2020-12-09 21:12 | Report Abuse

#ming So now Felda pakat with kwap & urusharta..

But still very hard for them to collect 90% holding
09/12/2020 7:17 PM

Yes Indeed...

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 in Bursa

Why want to fening fening?

If it drops more tomorrow we collect lor..

Meow

Posted by Mikecyc > 2020-12-09 21:13 | Report Abuse

若协议终止，FGV控股曾预计，可获得高达35亿至40亿令吉的赔偿，如果加上炼油厂，还可再获得10亿令吉。

按照每股1.30令吉来计算，分析员估计土展局全购股权的代价，仅是31亿令吉。

Posted by Mikecyc > 2020-12-09 21:18 |

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Posted by Mikecyc > 2020-12-09 21:20 |

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Posted by Mikecyc > 2020-12-09 21:21 |

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Posted by dam82 > 2020-12-09 21:21 | Report Abuse

Forced MO is around 90% FELDA still need to collect near to that level .... question is can they achieve that ,,its easier with YTL or tasek but can they do that ..also KWAP and TH will not buy anymore ?

Posted by Mikecyc > 2020-12-09 21:21 |

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Posted by dam82 > 2020-12-09 21:23 | Report Abuse

They still need to sapu 37% share provided 90% limit ...by then Q4 will be publish if the profit is good then how still 1,30 ?

Posted by Mikecyc > 2020-12-09 21:24 |

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Posted by Mikecyc > 2020-12-09 21:27 |

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Posted by DickyMe > 2020-12-09 21:29 | Report Abuse

Errr...(knock)..(knock)..

May I come in?

Posted by Mabel > 2020-12-09 21:32 | Report Abuse

Fair enough, as dam82 said, still lot of work to be done to reach 90%...

Relax...

No need to fening fening..

Mickey Mouse, better go and see Dr Ooi quicky..

Posted by Mikecyc > 2020-12-09 21:34 |

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Posted by Mikecyc > 2020-12-09 21:36 |

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Posted by Mikecyc > 2020-12-09 21:37 |

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Posted by Mikecyc > 2020-12-09 21:38 |

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Posted by Mabel > 2020-12-09 21:39 | Report Abuse

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

Calvin think Fgv will remain listed and prices will go up...That's what Mabel think too

Meow

Posted by Mikecyc > 2020-12-09 21:41 |

Post removed.Why?

Posted by Mabel > 2020-12-09 21:42 | Report Abuse

#Mikecyc Haha they had undisclosed PAC .. not like in Naim the 2 Major bought the RI with disclosed PAC ...
09/12/2020 9:36 PM

This undisclosed PAC may include EPF, PNB and other Bumi Institution Holders?

When comes to money, sure cannot kowtim one...confirm arm length principle will be applied..

Let's see how they want to play with this...

Posted by DickyMe > 2020-12-09 21:43 | Report Abuse

Well, that does not mean anything.

Any Joyah, Piah, Busu can be top shareholders.

It is in "HOPE" that they invested.

Hope remains as hope without any POP.

Posted by Mikecyc > 2020-12-09 21:44 |

Post removed.Why?

Posted by Mikecyc > 2020-12-09 21:49 |

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Posted by Mikecyc > 2020-12-09 21:54 | Report Abuse

66 cases .. how many employee is not known ...

Posted by Mikecyc > 2020-12-09 22:01 |

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Posted by littlejohn > 2020-12-09 22:04 | Report Abuse

Mabel 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

Calvin think Fgv will remain listed and prices will go up...That's what Mabel think too

Meow

==============================================================

LOL!, no wonder HLIB analysts give a target price more than RM1.30

They are calling all the small share holder to go against the offer price!

If all the shareholders scare and throw, then 1.30 it will be.

If selling pressure low, price go up, shareholders vote against the 1.30 shitty price, Felda might

need to spend more to take fgv over.

So in order to spend less, FeldX will do whatever they can to press down the price. They might hire

ppl to persuade shareholder to sell low or accept 1.30 in forums.

They might also sell a little bit of their holdings to create pressure on the price. But if the market

cannot accept the 1.3 shit, Rocket tetap Rocket, Goreng tetap Goreng. The pricing is actually

depends on the crowd, not FeldX.

Just ma 2 cents, no offence to anyone ya.

Happy trading!

- LJ

Posted by dam82 > 2020-12-09 22:10 | Report Abuse

https://www.klsescreener.com/v2/news/view/764397/业务有起色_棕油价走高_FGV私有化恐触礁

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

Tat Securities analysts wrote in a report released today: “Considering the current high crude palm oil prices and the better age of the company’s palm oil trees, the average last year was 13.8 years, which was lower than 16.3 years when it was listed in 2012. We think that a small number of shareholders may not be keen to sell off."

Therefore, this full purchase plan may not be able to successfully purchase 90% of the shares, resulting in the failure to be delisted from Bursa Securities.

The purchase price offered by the Land Development Bureau is RM1.30, which is 4% higher than the target price given by Tat Securities.

Posted by UlarSawa > 2020-12-09 22:11 | Report Abuse

why worry so much. Accept rm1.30 also got earn already if buy below rm1.30. As long as Felda issue letter of offer. Just accept the deal
and take the money only. Those cost above rm1.30 only meed to scratch their head. correct?

Posted by dam82 > 2020-12-09 22:14 | Report Abuse

haha betul FGV always been very nice to me ..but stil greedy let be supportive to those boutht aboe 1.30

Posted by Mabel > 2020-12-09 22:20 | Report Abuse

LJ, thanks for your insights..

Good point dam82...thank you!

UlarSawa, RM 1.30 is also OK with Mabel as my Holding cost is lower. The majority of my holding was below RM 1..

However, why settle for RM 1.30 when it's pretty clear the value is much much higher than RM 1.30.

Please read the value of FGV land etc etc that Calvin has shared. It's amazing . FGV is Full of Good Value..

Think about it...

So for Mabel, I will continue to collect if the price drop tomorrow..all thanks to Public Bank Shares that I sold today...

Meow

Posted by UlarSawa > 2020-12-09 22:21 | Report Abuse

how to support those holding above rm1.30. only way sapu as many as possible below rm1.30 to earn back the price different from rm1.30. If felda die die also dont increase the offer price. then how? how long need to wait? unknown? can you wait? correct?

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

To Mickey Mouse,

If you want to discuss about Top Gloves come and join me in the TG Forum...

Your concern has already been addressed in that Forum

Meow

Posted by dam82 > 2020-12-09 22:25 | Report Abuse

The good thing on FGV its in recovery process unless FGV is suspended you do not need to worry...CPO Price is on record price .... if FELDA did MO 2 years back i will shit in my pants but not now .. timing

Posted by UlarSawa > 2020-12-09 22:31 | Report Abuse

CPO price is always fluctuate one lah. now everyday is sunday in a week lah. Up down is normal. no one can guarantee will always at high lah. correct?

Posted by Mabel > 2020-12-09 22:33 | Report Abuse

#UlarSawa how to support those holding above rm1.30. only way sapu as many as possible below rm1.30 to earn back the price different from rm1.30. If felda die die also dont increase the offer price. then how? how long need to wait? unknown? can you wait? correct?
09/12/2020 10:21 PM

A day trader takes profits (or losses) in minutes to hours

A swing trader takes profits (or losses) in hours to days

A trend trader takes profit (or losses) in weeks to months

An investor takes profit (or losses) in months to years

Each role you play has different ways to time your stop loss.

The challenge is, this is more an art than a science!..

This eventually comes to one basic question..

What motivate you to buy FGV when there are many other Plantation out there? Mabel has 10 other Plantation including the Blue Chips Plantation like KLK, Sime Darby, IOICorp, SOP, TaaNN etc..

With 54 seats in GE15, FGV will be taken care off. They cannot afford to make the World 2nd Biggest IPO a failure..

Mabel Motivation for collecting FGV..

+ FGV has both Oil Palm and Rubber Plantations which is important for our Gloves Industry. We are the World No 1 Producer of Gloves, World No 2 Producer of Palm Oil and World No 3 Producer of Rubber.

+ Compensation which can go as high as RM4.3 Bil to RM7 bil (Without mills FGV: Expects RM3.5bn-RM4.3bn compensation from Felda over LLA termination. With mills FGV is expected to get RM 6-7 Billion (estimate)..

+ Higher CPO. CPO closed at MYR 3,243.50. Next it will breach RM 3300

+ Gain from Global Rubber Shortage due to rising demand from China & Glove makers consumptions.

+ Felda now has the funding to pay FGV

+ Land injection by PLSB which will increase FGV’s landbank size to 212,170 hectares. It’s still the 2nd biggest plantation after SimeDarby.

+ Potential downstream activities that can help FGV.

+ The group currently incurs annual operating costs of about RM1.5 billion for maintenance and upkeep costs, such as replanting, fertilising, staffs’ quarters and plantation workers’ wages, mostly on LLA lands. As such, we anticipate that the group could potentially have a leaner cost structure should [the] LLA [be] terminated as Felda would probably need to assume those expenses.

+ The removal of the fixed lease payment of RM248.0 million per annum to Felda,

+ All lost making JV are being disposed. Right sizing employee WIP. Cost Saving also achieved and more to come. Dairy business and Animal Feed business. Paper pulp – WIP. Bio Gas /FMCG and cross plantation.

+ For Asian Plantation Limited Ventures — which FGV impaired some RM700 million on goodwill in 2018 — the group has seen five interested parties, and is looking forward to complete a sale by year end. Potential right back that will improve FGV Balance Sheet!.

All these should bring FGV at par with my Plantation Blue Chips. This is a real opportunity for capital gain...

Hence the current RM 1.22 has factored all the bad news. As you can see FGV is Full of Good Values

There actually no right or wrong answer. It's actually your call..

Meow

Posted by Mabel > 2020-12-09 22:36 | Report Abuse

#dam82 https://www.klsescreener.com/v2/news/view/764397/业务有起色_棕油价走高_FGV私有化恐触礁

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

Tat Securities analysts wrote in a report released today: “Considering the current high crude palm oil prices and the better age of the company’s palm oil trees, the average last year was 13.8 years, which was lower than 16.3 years when it was listed in 2012. We think that a small number of shareholders may not be keen to sell off."

09/12/2020 10:10 PM

Enough said,...

Tonight Mabel want to sleep like a Baby just like last night..

Good Night Everyone...

Meow

Posted by dam82 > 2020-12-09 22:38 | Report Abuse

Despite often would not agree with Mabel yes there is no right or wrong ...ular sawa ..ask youself will CPO will go below 2000 within next 4 months ?

Posted by Huahua > 2020-12-09 23:11 | Report Abuse

i go through shareholder list, notice ta kin Yan also inside, he also keep buying fajar share lately, why?

Posted by SinGor > 2020-12-09 23:43 | Report Abuse

2 factors pushing fgv price down and down....i can see NO reason why any GLC comes to support
price...the lower the price the better 1.30 offer becomes (1st drop)
2) there is NO initiative for contra players to jump-in and push in a Big way( max at 1.30)

Posted by UlarSawa > 2020-12-09 23:56 | Report Abuse

lower price better margin when accept rm1.30 offer. Not all are blind? Some will grab as much as possible. correct?

Posted by XxxxXzz > 2020-12-10 00:05 | Report Abuse

So we don't know actually felda can get the remaining 47% share for rm1. 30 right? If the others big shareholder didn't willing sell at that price. Since the crude oil palm price finnaly increase. They only can forced us sell once they obtain 90%?

Posted by calvintaneng > 2020-12-10 00:07 | Report Abuse

usa soyoil future still in UPTREND

palm oil holding at Rm3600 now means Fgv making 100% profit

Posted by XxxxXzz > 2020-12-10 00:08 | Report Abuse

If big shark keep collect more than 10% from market and hold, then they can't go private? Unless they pay them his offer? Wah rich guy game leh.
Which side u guy bet?
Final rm1. 30 or higher offer?
Or they remain listing and compensate the fgv money haha

Posted by Mikecyc > 2020-12-10 00:08 |

Post removed.Why?

Posted by calvintaneng > 2020-12-10 00:09 | Report Abuse

operasi tong sampah will resume tomorrow

buying Fgv now is just like buying Uzma last year when it gone down and then up a 100% later when I sold all

Posted by firehawk > 2020-12-10 00:16 | Report Abuse

I also bot some from 1.23-1.21 today, bcos have some spare cash ... just think better than leave it in bank acct.

don't hv high expectation, even remain listing, don't think can go far ....