Posted by Asia88 > 2021-05-11 21:37 | Report Abuse

I know it would be profit but super profit or not depends on the FFB harvested.
Don't forget Bplant bought a piece of land at Sabah but the production there not so good.
Windfall tax: It is there since CPO price above 2,500 and 3,000.
Let wait for the production figure for their estate.
Bplant should invest on high yield seeds and improve on their OER during this time.

Posted by calvintaneng > 2021-05-11 22:24 | Report Abuse

TWO POWERFUL FACTORS WHY PALM OIL BULL RUN CAN LAST MUCH LONGER THIS ROUND, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565030522-TWO_POWERFUL_FACTORS_WHY_PALM_OIL_BULL_RUN_CAN_LAST_MUCH_LONGER_THIS_RO.jsp

Posted by DickyMe > 2021-05-11 22:27 | Report Abuse

Don't dream!

Substitute for palm oil are plenty.

Posted by Asia88 > 2021-05-11 23:33 | Report Abuse

I wonder this calvin buy how many shares in bplant.

Posted by calvintaneng > 2021-05-11 23:35 | Report Abuse

Posted by Asia88 > May 11, 2021 11:33 PM | Report Abuse

I wonder this calvin buy how many shares in bplant.

Calvin?

One word

"SAPUUUUUU"!!!

Posted by firerain > 2021-05-12 00:57 | Report Abuse

anything below RM1.00 still consider cheap.

Posted by firerain > 2021-05-12 01:00 | Report Abuse

super profit expected from 2nd quarter onward

Posted by firerain > 2021-05-12 01:01 | Report Abuse

for coming 1st quarter,profit of RM15-20m consider good already

Posted by firerain > 2021-05-12 01:03 | Report Abuse

but for 2nd quarter onward,i am looking at more than RM40 million profit.

Posted by firerain > 2021-05-12 01:04 | Report Abuse

which is quite conservative as i only use RM4000 per ton to calculate the profit vs current CPO price of RM 4500++

Posted by Jjkcl > 2021-05-12 04:54 | Report Abuse

Undervalued, 1.00 otw

Posted by Letsfly > 2021-05-12 08:34 | Report Abuse

@dicky, substitute would refer to a cheaper alternative. I think not... palm oil is the cheapest edible oil on earth..

Posted by Jjkcl > 2021-05-12 08:45 | Report Abuse

Palm oil will stay around for the future.

Posted by calvintaneng > 2021-05-12 09:32 | Report Abuse

Bplant is like a Bank (Bank Plant)

In good times can give high dividends better than all Banks

See

24-Mar-2021 07-Apr-2021 DIVIDEND Second Interim Dividend RM 0.0050 Dividend Detail
23-Nov-2020 08-Dec-2020 DIVIDEND Interim Dividend RM 0.0050 Dividend Detail
23-May-2019 10-Jun-2019 DIVIDEND First Interim Dividend RM 0.01 Dividend Detail
22-Nov-2018 05-Dec-2018 DIVIDEND Interim Dividend RM 0.02 Dividend Detail
23-Aug-2018 06-Sep-2018 DIVIDEND Second interim dividend RM 0.025 Dividend Detail
23-May-2018 06-Jun-2018 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
16-Apr-2018 26-Apr-2018 BONUS_ISSUE Bonus Issue 2 : 5 Dividend Detail
27-Feb-2018 12-Mar-2018 DIVIDEND Interim Dividend RM 0.04 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Interim Dividend RM 0.03 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Special Dividend RM 0.07 Dividend Detail
22-Aug-2017 06-Sep-2017 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
23-May-2017 05-Jun-2017 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
15-Feb-2017 01-Mar-2017 DIVIDEND Interim Dividend RM 0.035 Dividend Detail
16-Nov-2016 01-Dec-2016 DIVIDEND Interim Dividend RM 0.05 Dividend Detail
22-Aug-2016 05-Sep-2016 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
17-May-2016 06-Jun-2016 DIVIDEND First Interim Dividend RM 0.0300 Dividend Detail
19-Feb-2016 07-Mar-2016 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Nov-2015 07-Dec-2015 DIVIDEND Interim Dividend RM 0.0300 Dividend Detail
20-Aug-2015 04-Sep-2015 DIVIDEND Second interim dividend RM 0.0500

Posted by calvintaneng > 2021-05-12 09:34 | Report Abuse

21-Nov-2017 06-Dec-2017 DIVIDEND Interim Dividend RM 0.03 Dividend Detail
21-Nov-2017 06-Dec-2017 DIVIDEND Special Dividend RM 0.07 Dividend Detail
22-Aug-2017 06-Sep-2017 DIVIDEND Second interim dividend RM 0.03 Dividend Detail
23-May-2017 05-Jun-2017 DIVIDEND First Interim Dividend RM 0.025 Dividend Detail
15-Feb-2017 01-Mar-2017 DIVIDEND Interim Dividend RM 0.035 Dividend Detail

Year 2017 above

Bank Plant gave a combined total of 19 sen dividends

Posted by Asia88 > 2021-05-12 11:39 | Report Abuse

No need so hard sell calvin.

Posted by Gizaa > 2021-05-12 12:33 | Report Abuse

don't forget the Europe boikot, if they really do, the demand of palm oil will cut down, price will turn downward

Posted by ahbah > 2021-05-12 12:35 | Report Abuse

Buy

Posted by shortinvestor77 > 2021-05-12 13:08 | Report Abuse

https://www.bharian.com.my/bisnes/lain-lain/2021/05/816077/harga-sawit-pecah-rekod-tertinggi-kali-ke-10-tahun-ini

Posted by Johnzhang > 2021-05-12 14:26 | Report Abuse

CPO current month physical price is $4,800. The Dec 21 delivery traded at the derivative market is &3,900. How the hell the analysts still think average CPO price for 2021 remain $2,800 -$2,900 ? They are in denial mode !

Posted by brianklc > 2021-05-12 14:26 | Report Abuse

Parkinson, what’s ur take on bplant?

Posted by ahbah > 2021-05-12 14:28 | Report Abuse

add

Posted by Hoyuing7896 > 2021-05-12 14:29 | Report Abuse

palm oil counter reap for correction
Sell when high
Buy back lower

Posted by DickyMe > 2021-05-12 14:29 | Report Abuse

Palm oil is a wrong agricultural product. It is the number one enemy to environment.
Continuous air pollution from open burning in plantation and forest fires elsewhere brought the pandemic to teach us a lesson.

Posted by stockraider > 2021-05-12 14:34 | Report Abuse

If u listen to the comment, by the western countries they also say coconut also equally bad mah!

Posted by chinaman > May 12, 2021 2:30 PM | Report Abuse

some prefer coconut oil more than palm oil...Most indian locals grow coconut instead of palm oil despite of gomen's encouragement to grow palm

Posted by Johnzhang > 2021-05-12 15:32 | Report Abuse

Dickyme, don't eat anything as cooking oil here is Palm oil . Don't bath because soap, detergent etc contain Palm oil .

Posted by Solomon7 > 2021-05-12 19:20 | Report Abuse

Looking good with this valuation.

Posted by MuttsInvestor > 2021-05-13 11:19 | Report Abuse

ENEMY NUMBER ONE to TO ENVIRONMENT ============ HUMANS ( Animals are MUCH more Environment Friendly ) ......... So ... Remove HUMANS from This World ???

Posted by MuttsInvestor > 2021-05-13 11:24 | Report Abuse

Dickyme...... Do read up on BEEF production in South America countries ( Millions of Acres cleared so that Cattle can be Reared for US consumption ). Same goes to New Zealand and Australia. Plus cows produces LOTS of Methane Gas which caused Global Warming.

Posted by stockraider > 2021-05-13 11:26 | Report Abuse

Do not be silly loh!!

Palmoil is 7 times more efficient than soya bean loh!

Just imagine without palmoil....u need 7 times more the size of palmoil estates, to produce equivalent volume of soya bean oil to replace palm oil, that means u are damaging 700% more of the environment mah!

Posted by MuttsInvestor > May 13, 2021 11:19 AM | Report Abuse

ENEMY NUMBER ONE to TO ENVIRONMENT ============ HUMANS ( Animals are MUCH more Environment Friendly ) ......... So ... Remove HUMANS from This World ???

Posted by Jjkcl > 2021-05-13 12:04 | Report Abuse

Cpo is gold in the future

Posted by Yippy68 > 2021-05-13 14:35 | Report Abuse

problem with bplant is GLC mindset.

Posted by Parksonguy > 2021-05-14 10:49 | Report Abuse

Fast sell cpo price will hit low due to india covid.

Posted by brianklc > 2021-05-14 15:13 | Report Abuse

Covid might trigger panic buying and ppl will be buying for supplies for a few months ahead. Hence demand increase.

Posted by brianklc > 2021-05-14 15:14 | Report Abuse

Parkinson, can u pls say during market day? So price have been going up so much… profit taking n market consolidation cannot?

Posted by Yippy68 > 2021-05-14 18:31 | Report Abuse

agree, i am in the suspect that she is the lady that we scolded before, of cos the name oledi changed.

Posted by brianklc > 2021-05-14 19:59 | Report Abuse

Yippy, yes but actually i kinda like Parkinson, coz each time this character talks, it either push bplant up or stop bplant downturn, yday soy futures drop, once Parkinson start talking, soy go up…

Posted by brianklc > 2021-05-14 20:00 | Report Abuse

Btw, whn ppl stock due to Covid fear, they will tend to over stock and whn things get better, this overstock becomes wastage.

Posted by brianklc > 2021-05-14 20:01 | Report Abuse

Still remember how many things u bought during mco tht u throwaway subsequently?

Posted by Letsfly > 2021-05-15 18:09 | Report Abuse

paging for parkinson... where are you.. please push bplant higher :)

Posted by Tang Khangseng > 2021-05-16 08:53 | Report Abuse

@DLLKT - an interesting number for item no. 8, mind to share how/where you got this number? By taking the actual production ffb volume for Q1'21, I calculated the revenue should be around 190-200mil, which is still 15% lower vs previous Q4'20 @227mil. Q2-Q3'21 (months with high ffb production) would be interesting for Bplant if the CPO prices is sustainable, shortage of labour as mentioned in its latest QR is something that worth to find out. Any idea, anyone?

Posted by Asia88 > 2021-05-16 12:14 | Report Abuse

@DLLKT :
Question no 4
I don't think NTA should be good indicator to evaluate a plantation company. I can have lots bearer plants which boost up my asset.
Question no 7
How i can corroborate this BP ?

@tang khangseng : Good discussion point. There is still alternative to shortage labour which is more automation on collection of fruits.
For ex: They can have excavator to collect the fruits. Hence, no need so many mandur/ fruit collector. Maybe have drone to spread fertilisers. Maybe they can install self watering system. To be honest, they don't really need to many labor at mill and most of labor needed at estate.

Posted by Davidl > 2021-05-16 13:59 | Report Abuse

Anyhow, coming qr must b superb!

Posted by Asia88 > 2021-05-16 20:56 | Report Abuse

Buy lo. What are you waiting for.

Posted by Dangel > 2021-05-17 08:25 | Report Abuse

Plantation theme play this month!

Posted by SpicyMcDeluxe > 2021-05-17 09:14 | Report Abuse

kekw

Posted by shortinvestor77 > 2021-05-17 10:23 | Report Abuse

https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E7%99%BE%E5%90%A8mspo%E6%A3%95%E6%B2%B9%E4%BA%A7%E5%93%81-%E9%A6%96%E6%AC%A1%E5%87%BA%E5%8F%A3%E8%87%B3%E6%97%A5%E6%9C%AC

Posted by shortinvestor77 > 2021-05-17 10:24 | Report Abuse

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%87%BA%E5%8F%A3%E5%A2%9E-%E6%A3%95%E6%B2%B9%E4%BB%B7%E6%9C%89%E6%9C%9B%E8%B5%B0%E9%AB%98

Posted by Parksonguy > 2021-05-17 11:29 | Report Abuse

Fast sell. Blood sheet already.

Posted by Jonathan Keung > 2021-05-17 11:39 | Report Abuse

The IB and funds will upgrade the sector once the apr -june Qtr result is announced { solar to last year glove play }