Posted by vincent555 > 2021-04-14 14:33 | Report Abuse

亲爱的朋友们

我们上次提到的FGV资产比Wilmar优越

现在让我们对FGV内在价值进行简单计算

超级市场中的一切都有价值

要查看您为肉，鱼，蔬菜，坚果，大米，面粉或所有其他食物支付了多少钱，您可以使用一个秤

看

Posted by vincent555 > 2021-04-14 14:34 | Report Abuse

所以FGV

现在让我们看看它的最新Qtr结果

Posted by vincent555 > 2021-04-14 14:34 | Report Abuse

从上面我们可以看到FGV的资产净值是Rm1.17

但这是基于几十年来未进行重估或更新的土地

每英亩的账面价值仅为每英亩3,150马币



现在我们知道FGV的前十大资产总额

1,013,317英亩



马来西亚最近的土地出售

1）库伯将沙巴油棕土地出售给Tradewind每英亩Rm26,000

2）Scientex收购了Tasek Gelugor（槟城大陆）的土地，每英亩718,804令吉

3）Syed Moktar以每英亩200万人民币的价格出售了士乃土地

因此，如果我们以沙巴州最低的土地销售记录，即每英亩Rm26,000
然后我们乘以

1,013,317英亩by Rm26,000

= 26,346,242,000令吉（约263亿令吉）

现金价值是多少？

公式是这个

26,346,242,000令吉除以134,927,000令吉再乘以3.70仙

= RM7.22现金

因此，FGV的修订资产净值应为Rm7.20

当然，如果有清算销售，我们应该拿走40％

因此Rm7.22 x .6 = Rm4.33

Rm4.33是Fgv的最低内在值吗？

现在，许多Fgv土地都位于黄金地带，而城镇已经发展壮大，到现在为止

我们能否以槟城每英亩718,804令吉的土地价值（或基于每英亩43,560平方英尺约16.50令吉的土地价格）来计算？

如果是这样的话

然后将1013317乘以718,804 =



728,376,312,868马币（约7280亿马币）



以及多少现金价值

再次相同的公式

728,376,312,868令吉除以134,927,000令吉再乘以3.70仙

=每股RM19.97现金

如果我们为快速销售获得40％的折扣

=每股RM11.98内在价值

Posted by vincent555 > 2021-04-14 14:35 | Report Abuse

因此FGV的内在值应介于Rm4.33至Rm11.98之间

Felda的1.30令吉收购价太低了，对股东似乎完全不公平

难怪董事会（BOD）出于良心告诉股东拒绝Rm1.30的私有化要约

由于MGO已失效，我们将在2021年8月3日看到Felda必须放弃私有化或将MGO价格提高到更公平的价值

在过去的时间

卡拉姆布奈（Karambunai）在55仙时提出要私有化，但被拒绝了。 最终报价为11仙（上涨100％），我们很高兴

进一步回撤的是，KAF的R.1.30私有化价格也被拒绝，然后KAF将报价提高了100％至Rm2.60

FGV会提高报价吗？

如果更高则提高多少？

如今，由于CPO，糖和橡胶的历史高位，运气一直很好，因此FGV应该以更高的价格来反击双赢解决方案

Posted by vincent555 > 2021-04-14 14:36 | Report Abuse

FGV的价值非常低。 FGV的内在价值证明了这一点（FELDA全球合资企业）（5222）

Posted by strattegist > 2021-04-14 15:02 |

Post removed.Why?

Posted by calvintaneng > 2021-04-14 15:10 | Report Abuse

Still so cool?

People no want rock solid value stock?

All gone where?

Chasing the hottest hot stock?

Posted by Citadel9999 > 2021-04-14 15:16 |

Post removed.Why?

Posted by calvintaneng > 2021-04-14 15:21 | Report Abuse

So good?

Of course!

Now no want can blame Calvin got any pump and dump later

Fgv shall go up on its own fundamental sttength then

That is indeed so good

Posted by strattegist > 2021-04-14 15:30 | Report Abuse

cool

Posted by strattegist > 2021-04-14 17:21 | Report Abuse

closed red 1.36... relax

Posted by contrarian > 2021-04-15 09:43 | Report Abuse

India's monthly palm oil imports from Malaysia jump 50%
https://www.theedgemarkets.com/article/indias-monthly-palm-oil-imports-malaysia-rise-50

Posted by strattegist > 2021-04-15 12:07 |

Post removed.Why?

Posted by atlantisbear > 2021-04-15 14:34 | Report Abuse

debt so high untill all profit gone to pay interest

Posted by calvintaneng > 2021-04-15 15:27 | Report Abuse

Still ok lah as Fgv just gave 3 sen dividend

Better than so many never give dividend but keep asking for money by giving out Rights issues

Posted by strattegist > 2021-04-15 15:30 |

Post removed.Why?

Posted by DickyMe > 2021-04-15 20:54 |

Post removed.Why?

Posted by atlantisbear > 2021-04-16 15:15 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/04/15/indias-palm-oil-imports-from-malaysia-rise

Posted by Undi_PKR > 2021-04-16 16:46 | Report Abuse

CPO RM 3700 or 4000 FGV 1.35 bec govn is weak?

Posted by strattegist > 2021-04-16 17:33 |

Post removed.Why?

Posted by calvintaneng > 2021-04-16 19:48 | Report Abuse

Excellent news

66 FGV Palm oil Mills gone High Tech

https://www.nst.com.my/business/2021/04/682878/66-out-67-fgv-palm-oil-mills-using-pomis-enhanced-productivity

Posted by DickyMe > 2021-04-16 22:09 | Report Abuse

Gomen no money to bail out, cari makan sendiri ye!

Posted by calvintaneng > 2021-04-16 22:27 | Report Abuse

Another Income booster for FGV is the price surge of Palm kernal cake due to costly animal feed like Sorghum See https://www.agweb.com/news/crops/crop-production/new-crop-sorghum-surpasses-5-us-weekly-sorghum-exports-shatter-records

Posted by strattegist > 2021-04-16 23:37 | Report Abuse

cool

Posted by Mabel > 2021-04-17 17:39 | Report Abuse

Everything about FGV is positive..

Hello Operator, bila mau push this counter up?

Apa kata kita up sampai IPO Price?

Haven't you collected enough..

Let's give all the loyal FGV’s investors Duit Raya...

Meow Meow Meow

Posted by strattegist > 2021-04-17 19:09 |

Post removed.Why?

Posted by atlantisbear > 2021-04-17 22:45 | Report Abuse

wheather is creazy. soy plant cant survive like palm tree. long live palm trees.

Posted by calvintaneng > 2021-04-17 23:09 | Report Abuse

Not only soybean now corn or maize also in short supply

See how people are complaining the chicken prices reaching Rm10 a kilo in Malaysia

All because chicken feedstock prices are up 40%

Palm kernal cakes also going up in prices as it is also used as animal feedstocks

Fgv sells lots of palm kernal cakes will do a roaring sale with profits doubling up

Posted by CAWALLUK > 2021-04-18 01:28 | Report Abuse

Could someone kindly advise me ... I held 45,000 FGV, my broker here in UK sent me notification of the takeover offer of RM1.30 on 18th Jan, I emailed back saying "take no action". I have just found out that the shares were sold in March. My broker had received notification from Malaysia
stating "The takeover offer reached the required acceptance level and was approved. The mandatory takeover took place and therefore you were credited with the proceeds (£10,194.86).
How could my broker possibly have been given this false information and do you think this has happened to other people ?

Posted by calvintaneng > 2021-04-18 06:44 | Report Abuse

Cawalluk

Your broker has not followed your directive "take no action"

As such he has acted wrongly on two counts

1. He gave you wrong information as the offer is not compulsory since Fgv did not secure 90% shares from the market

Either your brother is ignorant or he simply not qualified

2. To act against your firm order is wrong.

Therefore you have perfect right to ask him to buy back for you from open market at whatever current price but you should only pay Rm1.30 per share to recover your losses

Final decision is yours

Or go find a more competent broker or remisier

Also better go find an honest Security Firm

Some Security Firms have given out Fgv CW or Call Warrants and are biased against Fgv shares holders by telling them that Fgv privitisation price of Rm1.30 should be accepted

This is contrary and against shareholders interest because if Fgv rises higher they will suffer significant losses in they Call Warrants

So must find impartial Security Firm like Apex or Midf or Bj Capital that DO NOT Give out Fgv call warants and are neutral

Posted by williamtkb > 2021-04-18 08:29 | Report Abuse

FGV should delisted due to floating shares less than 25%. But SC never take action on this counter. Does it means someone is buying from felda sooner? Can still holding and wait until delisted?

Posted by calvintaneng > 2021-04-18 08:58 | Report Abuse

No. Delisting only can be achieved if Felda can get more than 90% of Total shares. Since Pahang Govt & Sabah Govt already own about 10% it will be quite impossible for Felda to get 90% UNLESS Felda is willing to fork out a higher price than RM4.00 a share

Why?

Answer:

BECAUSE IF YOU CHECK THE TOP 30 SHARE HOLDERS OF ANNUAL REPORT FOR YEAR 2013 BOTH PAHANG GOVT & SABAH GOVT ALREADY OWNED FGV SHARES

PRIOR TO YEAR 2013 FGV SHARE PRICES WERE TRADED FROM RM4.50 TO OVER RM5.00

See
https://www.google.com/search?q=fgv+price+chart&oq=fgv+price+chart&aqs=chrome..69i57.6175j1j4&sourceid=chrome&ie=UTF-8

SO FROM THE HISTORICAL FIGURES WE KNOW FOR SURE THAT FELDA IS ONLY OFFERING 1/3 OF WHAT BOTH PAHANG & SABAH GOVT HODING COST OF OVER RM4.00 PER SHARE

SO UNLESS FELDA WILL BE FAIR TO ALL PARTIES THERE WILL BE NO PRIVATISATION

WITH CPO, RUBBER, SUGAR & PALM KERNAL CAKES GOING UP AT ALL TIME HIGH THE LONGER PRIVATISATION IS DELAYED THE HARDER IT WILL BE FOR FELDA

SO HOLD TIGHTLY ALL YOUR PRECIOUS FGV SHARES JUST LIKE PAHANG & SABAH GOVTS

Posted by calvintaneng > 2021-04-18 09:01 | Report Abuse

To "SEE" Fgv historic share price click on the 5 year button

https://www.google.com/search?q=fgv+price+chart&oq=fgv+price+chart&aqs=chrome..69i57.6175j1j4&sourceid=chrome&ie=UTF-8

To SEE Fgv price from beginning Click on the "MAX" button

Posted by Mikecyc > 2021-04-18 14:27 |

Post removed.Why?

Posted by zackboy > 2021-04-18 14:28 | Report Abuse

@callwalluk your broker is wrong. Tell him to buy back the shares. So unprofessional they are.

Posted by strattegist > 2021-04-18 15:06 |

Post removed.Why?

Posted by strattegist > 2021-04-18 15:11 | Report Abuse

@CAWALLUK... you could initiate legal proceedings against your broker for the breach of trust, breach of contract and misrepresentation..

Posted by Mabel > 2021-04-18 20:26 | Report Abuse

Yup your broker is not honest..

Whenever possible always try to avoid using middle man..

Feel very sorry for you..

Posted by Mabel > 2021-04-18 20:27 | Report Abuse

Mickey Mouse please go to TDM Hospital immediately..

Dr Ooi is waiting for you..

Meow

Posted by calvintaneng > 2021-04-18 21:44 | Report Abuse

CHICKEN PRICES SKY-HIGH DUE TO A 40% INCREASE OF CHICKEN FEEDSTOCK, FGV GOT PALM KERNAL CAKE, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-04-18-story-h1563392893-CHICKEN_PRICES_SKY_HIGH_DUE_TO_A_40_INCREASE_OF_CHICKEN_FEEDSTOCK_FGV_G.jsp

Posted by Woodswater > 2021-04-18 22:01 | Report Abuse

https://www.chinapress.com.my/20210418/%E8%B4%B4%E9%B2%9C%E9%B8%A1%E5%94%AE%E4%BB%B7%E6%88%AA%E5%9B%BE-%E8%B5%9B%E6%B2%99%E8%BF%AA%E6%89%93%E8%84%B8%E5%89%AF%E9%83%A8%E9%95%BF/

Posted by CAWALLUK > 2021-04-19 01:50 | Report Abuse

Many thanks for your replies/advice - Calvintaneng, Strattegist,Mabel and Zackboy.

Posted by Hidup_PN > 2021-04-19 11:42 | Report Abuse

RM 2-2.5 by GE15?

Posted by Hidup_PN > 2021-04-19 11:57 | Report Abuse

Privatise 2nd time at higher price to make rakyat esp Felda Settlers happy only under PN?

Posted by EVO118 > 2021-04-19 14:11 | Report Abuse

So is Bursa going to let the market know what they are doing about the 25% threshold.

Posted by calvintaneng > 2021-04-19 14:56 |

Post removed.Why?

Posted by strattegist > 2021-04-19 15:17 |

Post removed.Why?

Posted by EVO118 > 2021-04-19 15:27 | Report Abuse

6 months is a long time in this Covid-19 crisis. An election could be called in 6 months! With the current Govt inaction except for more Emergency actions without results, I don't think they have the answer. Why 6 months? It's either takeover or off load the remaining 25% . Don't need a genius to figure this out, the direction from Bursa can be issued within one week.

Posted by mikeazk > 2021-04-19 15:53 | Report Abuse

As much as i want revision, my gut feeling tells me it will be challenging for Felda to revise price upwards... Bcoz how does FELDA going to answer to previous shareholders who had accepted at 1.30?

Posted by strattegist > 2021-04-19 15:55 |

Post removed.Why?