There are so much adverse writings about the oil palm industry, but the oil palm companies are making the real profits & all monies go to their banks like there is no ending.
Yet, they are the so-called gurus or professional writers.
What is happening, what is wrong, what is the issue?
Read between their words and reports while we keep buying the shares of oil palm listcos quietly.
@Johnzhang, agree that there will unlikely be much production increase of CPO in 2022. As long as CPO prices remain above RM5,000 per tonne throughout 2022, I would be very happy and am sure analysts will upgrade plantation stocks when average CPO prices remain above RM5,000 until April 2022.
Patience pays off for you. Well done!
Posted by Johnzhang > Feb 10, 2022 3:45 PM | Report Abuse
@Dragon328, to be accurate I only said CPO will stay at high level as supply of all edible oils are affected by climate change , labour issue and lack of investment in the past few years while demand continue to grow . As long as there is NO bumper harvest for the competing oil crops, mainly soya, canola and sunflower seed, which is likely the case due to frequent wild weather swing, CPO will stay well above the past average level benefiting oil palm growers . I think there will be NO production increase for CPO in 2022 too. CPO can not continue to go up to the sky . Price level will find its equilibrium level one day and I believe the equilibrium level is much higher than the average of past 5 years .
Now....." Singleton 21 years" .. IS out and Celebrating !!!! Cheers to ALL who still have Bplant in their Portfolio !!! Cheers ...John & All investors.
Observation ....... Suspect that overseas buyers in Europe are Collecting. 4.00pm Malaysia time .... London 8am. Paris... 9am . Hmm....... Why Push late just before Closing. ????
Thanks MuttsInvestor. The value recognition JUST STARTED and begin to attract a bit more attention. I personally think the bull has still many months to run.
Having surpassed the 77-78sen resistance since the end of 2019, Bplant is now set to hit the next resistance level of RM1. A beautiful set of Q4 results would help us shareholders get there. GLTAH.
""" Thanks MuttsInvestor. The value recognition JUST STARTED and begin to attract a bit more attention. I personally think the bull has still many months to run.""" Agreed ! ...... Yet ... Many Anal-ylsis are saying CPO Ave Price at Rm3,600 ( 2022) ... LoL .....
@ Johnzhang. True, these Anal-Lists caused too many believers and followers to lose their pants year in year out. Always recommend after brokerage house have bought enough as Stockist. Never trust these fork tongue blokes, cheers.
If CPO stays strong above $5,000 for most of the month in 2022, EPS purely from operations may reach 20sen. At PE 15x , it worth $3.00 ? Asset monetisation gain in pocket from Kulai land sales is 24 sen . Ongoing plan to sell under performing Sarawak estate? Further monetisation of development freehold land in WM ? As a result, handsome special dividend payout like before ? All this may drive Bplant share price very high provided Malaysian stock market sentiment remain bullish
Congrats to johnzhang & calvintan for your great recommendations!
U have helped alot of investors in I3!
Not impossible for bplant to hit above Rm 2.00 mah!
Posted by Johnzhang > Feb 13, 2022 6:26 AM | Report Abuse
If CPO stays strong above $5,000 for most of the month in 2022, EPS purely from operations may reach 20sen. At PE 15x , it worth $3.00 ? Asset monetisation gain in pocket from Kulai land sales is 24 sen . Ongoing plan to sell under performing Sarawak estate? Further monetisation of development freehold land in WM ? As a result, handsome special dividend payout like before ? All this may drive Bplant share price very high provided Malaysian stock market sentiment remain bullish
From CCWONG’s data above, it is very obvious that Q1 2022 earnings will be multiple folds higher y-o-y purely from operations contributed by about 17% increase in production qty and about 43% increase in CPO price . Adding the huge gain from kulai land disposal which is completed in Jan 2022, the y-o-y results will blow everyone’s mind !! Nobody should consider selling this stock until the Q1 2022 results is released by end May 2022 . Patience will pay off handsomely.
Among all the plantation stocks presently trading below $1 price , I think Bplant is the best pick . Good earnings growth, high dividend yield , huge acreage of freehold development land , further monetisation , leap and bounce improvement in financial health, etc….
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
CCWONG
290 posts
Posted by CCWONG > 2022-02-11 14:23 | Report Abuse
There are so much adverse writings about the oil palm industry, but the oil palm companies are making the real profits & all monies go to their banks like there is no ending.
Yet, they are the so-called gurus or professional writers.
What is happening, what is wrong, what is the issue?
Read between their words and reports while we keep buying the shares of oil palm listcos quietly.