Posted by rohank71 > 2023-09-27 22:08 | Report Abuse

See page 52 of FGV IPO Prospectus para 2. All stated clearly and in detail. Pls read Calvin. Let us know if u think the IPO Prospectues is wrong.

Posted by EVEBITDA > 2023-09-30 11:17 | Report Abuse

You are right, #rohank71. You can also read pages 242 to 246 of the IPO Prospectus fo4 more details. Thanks for the heads up, rohan. It's interesting how the plantation land value is not given to shareholders of FGV but only earnings from the bz. It's like U a hospital. The hospital rents a purpose build building and derives the income but doesn't own the building itself. So we buy the hospital for the business or the building. Unlike IOI, KLK, we buy both the land and bz, but FGV we only buy the bz, and land is not for shareholders. Early termination shareholders get a compensation which is nowhere close to the land values.

Posted by EVEBITDA > 2023-09-30 11:40 | Report Abuse

The recent Pref Share proposal, will give a better split of the assets. Not all assets/land of FGV is under the land lease agreement. Only the 350K ha under LLA ie the original IPO LAND

Posted by EVEBITDA > 2023-09-30 11:43 | Report Abuse

The other balance land (no dev value) of about 80K ha is not under the LLA. So the Pref share only take the profit of LLA and some downstream bz whilst the ordinary share take profit of the other asset including MSM and the others.

Posted by EVEBITDA > 2023-09-30 11:45 | Report Abuse

So with the pref share proposal, investors can invest in ordinary FGV shares like all other plantation companies and not tied up with the LLA assets.

Posted by rohank71 > 2023-10-01 13:53 | Report Abuse

Tq #EVEBITDA for ur detailed explanation. So FGV will be transformed into normal plantation company with their remaining non Old Felda Land. And we can enjoy the upside.

Posted by rohank71 > 2023-10-01 13:55 | Report Abuse

If I read u correctly, the Pref Shares is taking back all the old Felda asset injected into FGV @ IPO by Felda. So which is better to hold, or hold both, or sell both.

Posted by rohank71 > 2023-10-01 13:56 | Report Abuse

After Pref Share, Felda keep the Pref Shares and do road show to sell down the ordinary shares to meet public spread? Felda bought the ord shares at 1.30, so any sale above 1.30 is profit to them.

Posted by willc48 > 2023-10-01 20:48 | Report Abuse

what i am seeing many palm oil lands in Pahang especially near Karak converted to Musang King plantations.

Posted by calvintaneng > 2023-10-05 00:50 | Report Abuse

BPLANT: LTAT/BOUSTEAD 33% BPLANT STAKE SALE TO KLK CALLED OFF. WILL THERE BE A PLAN B? By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-10-04-story-h-218750999-BPLANT_LTAT_BOUSTEAD_33_BPLANT_STAKE_SALE_TO_KLK_CALLED_OFF_WILL_THERE_


GOT MSM/FGV INSIDE NEWS

Posted by trapped > 2023-10-05 09:34 | Report Abuse

IPO RM 4.55 is a scam. Pelangai voters let PH-BN kalah teruk.

Posted by 5354_ > 2023-10-09 12:01 | Report Abuse

Pelangai even PH-BN won Felda votes went to PN because of FGV performance since IPO?

Posted by calvintaneng > 2023-10-11 23:08 |

Post removed.Why?

Posted by 5354_ > 2023-10-16 09:44 | Report Abuse

Budget 2024 Felda given $ to buy FGV?

Posted by rohank71 > 2023-10-17 00:06 | Report Abuse

#5354 looks like you do not know what Felda and FGV is doing to solve the shareholding issue. Pls read up.

Posted by 5354_ > 2023-10-17 03:36 | Report Abuse

You mean Pref share issue? How about your claim any FGV sale by Felda above RM 1.3 is profit to them so far any sale done?

Posted by rohank71 > 2023-10-18 00:32 | Report Abuse

Once pref shares issued, Felda will sell their FGV ordinary shares or some bumiputra corporates may inject some of their estates into FGV and dilute Feldas shareholdings. Wait till Jan 2024 for action.

Posted by 5354_ > 2023-10-31 08:53 | Report Abuse

Bonus issue on hold?

Posted by rohank71 > 2023-10-31 09:07 | Report Abuse

Looks like can't get the required approvals from Govt. May be another similar BPlant saga. Hehe hehe..

Posted by Dehcomic01 > 2023-11-17 10:52 | Report Abuse

FGV is a Bursa Plantation company.

For many years, its business performance as measured by its ROE was way behind that of my reference Bursa Plantation company – KLK. But when you looked at the past 2 years performance, FGV ROE seemed to be as good as that for KLK. https://i.postimg.cc/Hnfwz1Hz/FGV.png

The interesting thing is that the market price has yet to reflect the improved performance. Is this a sign of better share prices to come?

Posted by calvintaneng > 2023-11-18 00:16 | Report Abuse

AT LONG LAST: LTAT OFFICIAL ACCEPTANCE FORM TO TAKE BPLANT PRIVATE IS OUT, What should you do next? Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-18-story-h-214372654-AT_LONG_LAST_LTAT_OFFICIAL_ACCEPTANCE_FORM_TO_TAKE_BPLANT_PRIVATE_IS_OU

Posted by calvintaneng > 2023-11-18 00:27 | Report Abuse

Yes see Pm Corp
Calvin still holding some

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-20-story-h-239183963-10_ANNIVERSARY_IN_i3_INVESTOR_FORUM_LOOKING_AT_PM_CORP_PERFORMACE_Calvi

Posted by 5354_ > 2023-11-22 11:26 | Report Abuse

MSM as bonus or dividend investors like FGV more? Pref share as bonus not welcome.

Posted by 128Huat > 2023-11-22 18:08 | Report Abuse

https://www.tiktok.com/@shaberyc/video/7303886296777264392?_r=1&_t=8hXt2tgA762

Incentive of RM1 per kg for MSM.

Good news for FGV shareholders too!

MSM limit up tomorrow!!!

Posted by 128Huat > 2023-11-22 20:56 | Report Abuse

https://klse.i3investor.com/web/blog/detail/128Huat/2023-11-22-story-h-214252495-MSM_Malaysia_Holdings_Berhad_5202_Government_to_the_Rescue

Posted by Mabel > 2023-11-26 10:34 | Report Abuse

https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm

Posted by Mabel > 2023-11-26 10:34 | Report Abuse

India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil.

Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes.

Mabel Oil Production: MPOA 1-20 October 2023
Peninsular Malaysia: (+) 4.83%
Sabah: (+) 4.26%
Sarawak: (-) 0.54%
East Malaysia: (+) 2.99%
Total Malaysia: (+) 4.14%

Posted by 5354_ > 2023-11-29 10:10 | Report Abuse

MSM declare as bonus(eg 1 for 2 or 5) with QR; investors like FGV more?

Posted by Raymond Tiruchelvam > 2023-11-29 14:25 | Report Abuse

very disappointing Q3 results..... sugar is always loss making haish

Posted by 5354_ > 2023-11-29 14:44 | Report Abuse

Shabery Cheek as Felda chairman also useless. Let Dr Sam win PRK Kemaman and become future PM only FGV can turn around?

Posted by 5354_ > 2023-11-29 14:59 | Report Abuse

Shabery pls come to i3. BN was rejected by Felda Settlers every GE since 2012 listing because of FGV you still don't know?

Posted by 5354_ > 2024-01-03 11:01 | Report Abuse

MSM keep going up to new year high why FGV stay stagnant?

Posted by calvintaneng > 2024-01-08 08:12 |

Post removed.Why?

Posted by yilonma > 2024-01-08 10:54 | Report Abuse

FGV 5th extension is due March 2nd, potential to go private by then.
Dividend announcement will be made sometime soon considering revenue only dropped slightly and last year gave out 10%
Trading volume is building, with not many sellers, so good time to buy some.
NP has dropped compared to previous year though, so dont get too greedy

Posted by iscmob > 2024-01-11 11:44 | Report Abuse

so, is it good to sell or hold?

Posted by rohank71 > 2024-01-13 19:36 | Report Abuse

May go private at 2.00. Probably waiting for MOF to give green light before announcing.

Posted by stevenckheng > 2024-01-23 09:10 | Report Abuse

FGV selling milk also ? saw their UHT product at lotus just now

Posted by 5354_ > 2024-01-25 23:11 | Report Abuse

Under Bright Cow brand. FGV wants to fight with Farm Fresh.

stevenckheng

FGV selling milk also ? saw their UHT product at lotus just now

2 days ago

Posted by 5354_ > 2024-01-25 23:12 | Report Abuse

MSM big rally FGV yet to follow despite owning >50%.

Posted by 5354_ > 2024-01-26 16:35 | Report Abuse

MSM up from about 80 sen to RM 2.4 meaning 3X up yet FGV(who own>50% MSM) remain at RM 1.39? Next mth QR must declare MSM as dividend only people MSM belong to FGV?

Posted by lionel messi > 2024-01-28 10:19 | Report Abuse

Yes 5354. No worries. Coming very soon.

Posted by rlch > 2024-01-29 10:35 | Report Abuse

FGV finally moving following MSM rise.

Posted by rlch > 2024-01-29 10:40 | Report Abuse

MSM RM 2.5 can FGV rise to RM 2?

Posted by iscmob > 2024-01-29 10:45 | Report Abuse

besides the drive by MSM, is it going to be privatised or dividend is coming?

Posted by rlch > 2024-01-29 11:03 | Report Abuse

To tell the truth all is not sure because it is decided by FGV BOD which I am not. Following MSM rise is best explain FGV rise just like YTL must go up if YTL Power keep going up or down.

Posted by iscmob > 13 minutes ago | Report Abuse

besides the drive by MSM, is it going to be privatised or dividend is coming?

Posted by yilonma > 2024-01-29 11:27 | Report Abuse

rumor of privatisation has been going on for a long time, potentially by late feb/mar.

Posted by iscmob > 2024-01-29 11:35 | Report Abuse

Thank you

Posted by Squirtle > 2024-01-31 16:30 | Report Abuse

Syed Mokhtar is want to help FGV
Give up property asset in exchange for share

Posted by Squirtle > 2024-02-02 08:02 | Report Abuse

I is try bright cow milk
Is more tasty n cheaper than competitor

Posted by iscmob > 2024-02-13 10:06 | Report Abuse

When FGV is privatized, what would happen to the stock?