Posted by qinvestor > 2021-08-26 09:36 | Report Abuse

BPLANT very nice, some more can reduce debt by RM82m

Have gotten 10% of mine capital back just in one year!

Posted by brianklc > 2021-08-26 10:04 | Report Abuse

next quarter the debt will be reduced further with such earnings and GST refund

Posted by DTTS6338 > 2021-08-26 10:33 | Report Abuse

Good, My hope realized.

Posted by Plantermen > 2021-08-26 10:34 | Report Abuse

Very positive upturn in their result. Expect another end year special dividend paid out. CPO average prices for 1st 8 months { Jan - Aug } app $4,130 per tonne. August CPO prices above $4,500+.

Posted by calvintaneng > 2021-08-26 10:35 | Report Abuse

Hold tight!

Bplant target price in 9 months

80 sen

Rm1.00

Rm1.20

Posted by Ayambrand > 2021-08-26 10:57 | Report Abuse

Huat Chai

Posted by brianklc > 2021-08-26 11:30 | Report Abuse

with BN, anything can happen... SP Setia to buy more Prai land from Bplant? DSIS was defense minister, shld jaga LTAT better...

Posted by Asia88 > 2021-08-26 11:33 | Report Abuse

Buynsell888 : I am wrong partially. Their share capital is 1.4billion at the statement of financial position. I overlooked that it is actually at par value of RM0.50 instead of RM1.

Posted by Jonathan Keung > 2021-08-26 12:01 | Report Abuse

BN meetings was held at Royal Chulan Hotel owned by Boustead

Posted by Asia88 > 2021-08-26 12:19 | Report Abuse

Thats under Boustead Holding not Bplant.

Posted by shiby > 2021-08-26 12:55 | Report Abuse

nice.good return to investor in dividen + capital gain for everyone

Posted by Jonathan Keung > 2021-08-26 16:32 | Report Abuse

Asia 88 :my apology. Easier for Boustead group{LTAT } a Glic to take Bplant private with strong LTAT backing

Posted by brianklc > 2021-08-26 20:18 | Report Abuse

If tomorrow can break 63, will it break 65 too? With cabinet to be announced at 11am, afternoon can see market surge in the afternoon?

Posted by Jonathan Keung > 2021-08-26 20:26 | Report Abuse

Market perception more positive following PM { Ismail Sabri } meeting with opposition PH. PH { Anwar } assured PM { Ismail Sabri } continuous support if the policies are supportive for the rakyat well being

Posted by Johnzhang > 2021-08-26 20:55 | Report Abuse

IH 2021EPS is 2.71 sen . Full year 2021 should achieve about 6 sen. Assuming 100% payout, DY will be 9.7% based on today’s closing 62 sen . There will be greater excitement when asset monetisation gain traction.

Posted by Michael Kwok > 2021-08-26 21:52 |

Post removed.Why?

Posted by Jonathan Keung > 2021-08-27 10:47 | Report Abuse

Need a clear break out 66.5 { recorded in May } for Bplant to hit their next target price at 70.just my own personal chart reading

Posted by Ayambrand > 2021-08-27 13:22 | Report Abuse

Huatchai

Posted by marcus1228 > 2021-08-28 14:40 | Report Abuse

huat ah

Posted by tomm77 > 2021-08-29 11:30 | Report Abuse

Will be keeping long term and accumulating. Slow and steady capital gains

Posted by stockraider > 2021-08-29 12:51 | Report Abuse

Go for it

High div mah!

Posted by calvintaneng > 2021-08-31 21:25 | Report Abuse

OIL PALM STOCKS IN Bull Run Time: Those Prepared with Biggest Capacity Will Always Excel More Than Others, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-31-story-h1570662146-OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_Biggest_Capacity_W.jsp

Posted by Johnzhang > 2021-09-01 10:24 | Report Abuse

In term of earning potential, Bplant is underperforming compared to peers. In term of dividend generosity and intrinsic value vis-a-vis its share price , Bplant is undervalued considerably.

Posted by Jonathan Keung > 2021-09-01 11:03 | Report Abuse

Bplant used to be a high dividend paying stock and in every funds portfolio

Posted by shiby > 2021-09-01 11:15 | Report Abuse

divident coming soon.good quarter result.just hold as price will slowly rise so as gains

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

Reposted from boustead forum

Posted by Valgrovest > Sep 1, 2021 5:56 PM | Report Abuse

Lembaga Tabung Haji considering taking TH Plantation private to take advantage of the good CPO price. Will Boustead Holdings or LTAT consider taking Boustead Plantation private for the same reason?

Posted by calvintaneng Answer:

BOUSTEAD PLANT LANDS NEAR PRAI ARE WORTH NEAR RM1 MILLIONS PER ACRE

IF BPLANT IS TAKEN PRIVATE IT SHOULD BE ABOVE RM2.00 TO BE FAIR (BUT STILL CHEAP)

Posted by Jonathan Keung > 2021-09-01 18:39 | Report Abuse

Without prejudice and based on certain quarters. $1.20 is the number game they are guessing whether market will support their proposal. This is almost 100% higher than the current traded price { at that point of time } Not a buy call but just plain guessing game

Posted by brianklc > 2021-09-01 19:12 | Report Abuse

Let’s be realistic, Sabah land though it’s huge, it needs time to push the production yield up. Sale of Penang land will only be feasible if Sabah lands’ production able to cover for the gap post land sales. Thus, unless the offer is very attractive, I don’t think the management will consider land sales now, for sustainability sake. My 2 cents.

Posted by CCWONG > 2021-09-01 20:40 | Report Abuse

Bplant is going to show another solid quarterly report (Jul-Sept) & with average cpo price at about RM4.2K/ton, not surprised the NPAT may exceed RM50.0M for this quarter (Jul-Sept).

We have another month/Sept' to show the CPO production number & average CPO price..

Then, we have another quarter (Oct-Dec) which shall be another solid performance too.

Basing on the CPO production business strength, CPO price strength and lands' appreciation, the intrinsic value of Bplant should be RM2.00 & above.

Keep buying for investment purpose as for me.

Posted by thesteward > 2021-09-01 21:03 | Report Abuse

BPlant trading at so cheap . So profitable n nta at above rm1.10. V undervalue

Posted by Johnzhang > 2021-09-01 21:29 | Report Abuse

Some asset monetize will take place soon and maximum amount of dividend will be paid to help solve the parent company's financial woes. When that happen , minority shareholders will benefit too.

Posted by brianklc > 2021-09-01 22:48 | Report Abuse

At this economy environment, don’t think land price will be attractive. HOWEVER, CPO price is damn attractive…

Posted by calvintaneng > 2021-09-02 00:32 | Report Abuse

After News of Boustead trying to unlock value in Bplant

Now got news of Tabung Haji taking Thplant private?

See

NEWS OF TABUNG HAJI TAKING PRIVATE THPLANT: ANOTHER PRO-ACTIVE PALM OIL COMPANY MANAGEMENT SEES GREAT POTENTIAL IN PALM OIL, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-02-story-h1570690695-NEWS_OF_TABUNG_HAJI_TAKING_PRIVATE_THPLANT_ANOTHER_PRO_ACTIVE_PALM_OIL_.jsp

Posted by Plantermen > 2021-09-02 09:09 | Report Abuse

Anything is possible under the new LTAT {Boustead} reinventing scheme. They tried to take Bstead private at 0.80 vs 1.86 NTA { a false start }. if the Board now tried to take BPlant private at 1.20 vs 2.00 + intristic value? BPlant pieces of estate land { Connemara & Balau estate } at Semenyih bordering { cyber jaya}. Northern peninsular estate's bordering Batu Kawan, TRP estate near
fronting NSHighway? The monetized value???

Posted by stockraider > 2021-09-02 10:43 | Report Abuse

Go for it

Posted by stockraider > 2021-09-02 11:10 | Report Abuse

To be fair Calvin sifu call on plantations is consider good;

1. Plantation valuation is still under price.
2. Plantations are generating huge operating positive cashflow
3. Plantation lands are good hedge against inflation mah!
4. There are limited supply plantation land available now
5. These companies pays reasonable good dividend mah!
6. The upside is high but the downside is low loh!


Posted by Philip ( buy what you understand) > Sep 2, 2021 11:03 AM | Report Abuse

First time you know calvin tan?

>>>>>>>
The only unchanged is, someone has bought a lot palm oil stocks and now publish nonsense reports in hte platform to lure uneducated investors to follow the footsteps.

Evil tactics.

Posted by Jonathan Keung > 2021-09-02 12:04 | Report Abuse

Alot of retailers has buy into plantation counters hoping the jump in CPO will translate into higher stock prices. Despite CPO good run for the past 2 years. Stock counters are at best lethargic and a far disappoinment compared to last year glove super bull run.

Posted by thesteward > 2021-09-02 12:34 | Report Abuse

Looks like got potential to spike soon in 1/-2 weeks. Fingers crossed

Posted by Jonathan Keung > 2021-09-02 13:06 | Report Abuse

Yup.once volume spikes up signals better things coming

Posted by stockraider > 2021-09-03 13:17 | Report Abuse

Why sifu calvin call on buying into plantations relentlessly are very sound investing advice loh?

Yes buy what u understand loh!

Remember 2 of the world most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!

U can emulate them now too mah....!!

Thats why the 2 richest savvy investors have taken note the point of concern that palmoil & commodity price cannot going up forever like the case of glove & eventually the commodity price will also fall 1 day mah!

To address this issue or concern w.buffet & bill gates, say buy farmland & palmoil plantation, even the commodity price fall, u still have great protection on the value of cheap plantation land & farmland mah..!

If u buy into cheap land, u have both margin of safety accorded by cheap land plus prospect of reaping great profit from high palmoil price loh!

Thus u should Quickly Buy into palmoil plantation now, b4 its price shoot up mah!

Time to be a little bit more contraian in view of mkt at reasonable high level mah!

Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!

Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!

Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!


As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!

But this up 1 to 2 sen is chicken feed mah, why up so little leh ??

Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!

Posted by Johnzhang > 2021-09-03 13:47 | Report Abuse

Fully agree with stockraider.
Malaysia has put a cap on land for oil palm to 6 mil ha (5,87 mil ha used as at 2020). Indonesia has implemented a 3 years moratorium on new planting. There is great pressure on the Indonesian government to extend the moratorium indefinitely due to environmental reason .
Consequently, AVERAGE CPO price will stay much high in the future amid stagnant /lower supply and in face of global warming threatening production (of other oil crops too). Oil palm plantantion will fetch a lot more due to scarcity of land.
Existing plantantion companies which generates huge amount of free cashflow can only expand thru brownfield acquisition.
M&A activity and privatisation will heat up in this sector .

Posted by MuttsInvestor > 2021-09-03 16:14 | Report Abuse

CASH Rich Plantations like IOI, Sime Darby , Genting Plantion, etc maybe "Prompted" to Secure Additional Plantation Lands. Small and Mid size plantations will be TARGETTED.

Posted by stockraider > 2021-09-04 16:06 | Report Abuse

Bplant has very good plantation landbank that can facilitate property development that will give large property capital gain mah!

Posted by Johnzhang > Sep 3, 2021 1:47 PM | Report Abuse

Fully agree with stockraider.
Malaysia has put a cap on land for oil palm to 6 mil ha (5,87 mil ha used as at 2020). Indonesia has implemented a 3 years moratorium on new planting. There is great pressure on the Indonesian government to extend the moratorium indefinitely due to environmental reason .
Consequently, AVERAGE CPO price will stay much high in the future amid stagnant /lower supply and in face of global warming threatening production (of other oil crops too). Oil palm plantantion will fetch a lot more due to scarcity of land.
Existing plantantion companies which generates huge amount of free cashflow can only expand thru brownfield acquisition.
M&A activity and privatisation will heat up in this sector .


Posted by MuttsInvestor > Sep 3, 2021 4:14 PM | Report Abuse

CASH Rich Plantations like IOI, Sime Darby , Genting Plantion, etc maybe "Prompted" to Secure Additional Plantation Lands. Small and Mid size plantations will be TARGETTED.

Posted by thesteward > 2021-09-04 16:20 | Report Abuse

Yes that is true…..Bplant still v low price

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

Entered at 0.635 yesterday

Posted by calvintaneng > 2021-09-04 16:23 | Report Abuse

CORRECT

BOTH BPLANT & THPLANT ARE JUST TOO CHEAP & CANDIATES FOR PRIVATISATION LIKE TMAKMUR (RM1.90), KWANTAS (RM1.65), KULIM (RM4.00)

BOTH BPLANT & THPLANT ARE WORTH AT LEAST RM2.00 EACH

Posted by Bgt 9963 > 2021-09-04 17:20 | Report Abuse

Must have holding power...

Posted by Michael Kwok > 2021-09-05 21:39 | Report Abuse

Buy q 60-61 cents 5 trading dsys.Tp 80 cents range.

Posted by Bgt 9963 > 2021-09-06 08:39 | Report Abuse

Buy this stock...better than fixed deposit...

Posted by Asia88 > 2021-09-06 10:18 | Report Abuse

Sure or not? Better than FD?