Posted by Jonathan Keung > 2022-02-27 22:11 | Report Abuse

Floods hitting Kelantan & Terengganu. Next will be Pahang { all substantial palm oil areas }

Posted by thesteward > 2022-02-27 22:17 | Report Abuse

https://www.theedgemarkets.com/article/jp-morgan-overweight-plantations-sees-2year-upcycle

Posted by MuttsInvestor > 2022-02-28 02:20 | Report Abuse

I am seeing a "confluence" of FACTORS that are going to PUSH .. CPO prices really high. Maybe I am dreaming but ...... a) War in Europe b) World Weather patters impacting Planting and Growth of eatable oils. c) High Crude OIL/COAL/gas prices d) Shortage of RAW materials for Fertilizers d) Countries limiting exports ( indonesia and Russia ) of eatable oils ??? e) ..... Uncertainly of EUROPE ......... ?? ..... Interesting Times ahead.

Posted by Icon 888 > 2022-02-28 02:54 | Report Abuse

Good

Posted by Johnzhang > 2022-02-28 07:32 | Report Abuse

Mutts, you are NOT dreaming. The multiple threats to edible oil supply is real.
There are so much challenges to produce more edible oil. wild weather itself is a big problem. Supply hiccups for fertilizers and herbicides
i.e. Glyphosate which are essential for GMO crops will hamper production too. I think more soya and corn farmers may switch to planting wheat which require less fertilizers and herbicide and at the same time enjoying high returns. As such, supply of edible oil crop will further be capped.



Posted by MuttsInvestor > Feb 28, 2022 2:20 AM | Report Abuse

I am seeing a "confluence" of FACTORS that are going to PUSH .. CPO prices really high. Maybe I am dreaming but ...... a) War in Europe b) World Weather patters impacting Planting and Growth of eatable oils. c) High Crude OIL/COAL/gas prices d) Shortage of RAW materials for Fertilizers d) Countries limiting exports ( indonesia and Russia ) of eatable oils ??? e) ..... Uncertainly of EUROPE ......... ?? ..... Interesting Times ahead.

Posted by Calafate > 2022-02-28 10:13 | Report Abuse

Road blocks cleared one by one.
Once sold, no chance to buy back.

Posted by gemfinder > 2022-02-28 11:05 |

Post removed.Why?

Posted by CCWONG > 2022-02-28 11:27 | Report Abuse

If Jtiasa & Thplant breaks RM1.00 and go higher and higher, wow, what will happen to Bplant share price.

Leave it to your own imagination.

I am holding while sleeping tightly as I invest LT.

Posted by shiby > 2022-02-28 12:21 | Report Abuse

hello everyone. congrat to holder like us.we will be rewarded for our patient.

Posted by Ayambrand > 2022-02-28 12:24 | Report Abuse

Sure

Posted by mtkuljoe > 2022-02-28 12:38 | Report Abuse

Cheers

Posted by TehCPing > 2022-02-28 14:00 | Report Abuse

Flood won’t effect much. Palm oil mostly are in Sabah and Sarawak. Even it is flood, they can transfer to another day to harvest the fruit. Not much affected. Don’t worry

Posted by Skylight8 > 2022-02-28 22:07 | Report Abuse

tomorrow will be 1.20 above ... march target 1.50

Posted by MuttsInvestor > 2022-02-28 23:08 | Report Abuse

Must ..... Salute John who HELD and believe that CPO will have it days this year. Of course Calvin has be a vocal supporter too...... Congrats to ALL WHO HAVE invested and Held plantations !..Now to enjoy the benefits ....

Posted by Ananas > 2022-02-28 23:20 | Report Abuse

Congrats all

Posted by RJ87 > 2022-03-01 09:29 | Report Abuse

June will be 1.70, Sept will be 1.90+ and Dec is above RM2.
This shortage is here to stay and the bull will keep running like how glove did in 2020.
================================
Skylight8

tomorrow will be 1.20 above ... march target 1.50

11 hours ago

Posted by RJ87 > 2022-03-01 09:46 | Report Abuse

once all the weak holder shaken off...then will hv smoother sailing....

Posted by Jonathan Keung > 2022-03-01 10:50 | Report Abuse

1.20 is the road block

Posted by CCWONG > 2022-03-01 10:53 | Report Abuse

Healthy correction, good for LT investors.

Posted by Plantermen > 2022-03-01 11:54 | Report Abuse

Trading sideway after 4-5 days of uptrend

Posted by ssky507 > 2022-03-01 11:57 | Report Abuse

CPO just hit another high, maybe later later afternoon will spike up.

Posted by TehCPing > 2022-03-01 13:05 | Report Abuse

Continuous dividend pay out, the management seriously want to hike up its stoke price. I don’t see any reason for ppl to short sell it. :-) it will rise over its hike. Stay tune

Posted by Johnzhang > 2022-03-01 13:10 | Report Abuse

CPO March hit $7750 this noon! All plantations are laughing to the banks!

Posted by CCWONG > 2022-03-01 14:03 | Report Abuse

For Q1/22 (Jan'22 - Feb'22 - Mar'22) FFB harvest for Bplant is going to be good too.

For Jan'22, FFB harvest is 70,755 tons. Please check it out with its similar sized listcos' plantations' FFB harvests.

With CPO March'22 hitting RM7750/ton, and so on, again, Bplant's Q1/22's financial performance will be another unprecedented one.

Last but not least, you work out Bplant's estimated EPS and its expected share price comes in around May'22.

Posted by Ayambrand > 2022-03-01 14:38 | Report Abuse

LTAT disposing some of it shares?

Posted by brianklc > 2022-03-01 14:45 | Report Abuse

LTAT sales is immaterial. Kindly note Bplant IDSS volume is increasing over the past few trading days.

Posted by oldchinaman > 2022-03-01 14:56 | Report Abuse

Bought half year ago 500k @ 0.581c
Today bought another 100k @ 1.16
NORISKNOGAIN

Posted by brianklc > 2022-03-01 15:03 | Report Abuse

Am wondering, how many sell cue are IDSS?

Posted by oldchinaman > 2022-03-01 15:05 | Report Abuse

FCPO -MARCH RM 8,010.00

Posted by Donator > 2022-03-01 15:49 | Report Abuse

Why tentera dispose?

Posted by D197btg > 2022-03-01 16:56 | Report Abuse

really hate those IDSS, with CPO hitting 8091, would like to see how they will react if reach 9k

Posted by maestro85 > 2022-03-01 17:00 | Report Abuse

brianklc
Am wondering, how many sell cue are IDSS?

anyway to know this?

Posted by ssky507 > 2022-03-01 17:07 | Report Abuse

CPO road to 7k... March above 8k no problem

Posted by brianklc > 2022-03-01 17:26 | Report Abuse

Those high sales queue are mostly IDSS, to scare ppl off… once refreshed tomorrow it gets missing… then they queue again…

Posted by brianklc > 2022-03-01 17:34 | Report Abuse

U can’t see IDSS queue, can only see IDSS volume from ur web trade platform… today IDSS transacted is 181k only

Posted by maestro85 > 2022-03-01 17:52 | Report Abuse

Oh I see. Thanks brianklc

Posted by CCWONG > 2022-03-01 20:53 | Report Abuse

Bplants' Jan'21 FFB is 60,574 ton at average cpo price of RM3,748.00/ton.

Bplant's Jan'22 FFB is 70,755 ton at average cpo price of RM5,354.00/ton.

There is increase of 16.81% in FFB harvest & increase of 42.85% in average CPO price.

When, the Feb'22 FFB harvest and average CPO price for Feb'22 is out, I'll show here.

So, why I am keeping all my Bplant shares close to my chest.

Posted by MuttsInvestor > 2022-03-01 21:03 | Report Abuse

""" Now I am ...Putting a breach of Rm7,000/t for CPO..... As likely ( Never Ever Imagine I would say THAT !!! ) ........ SO...... HOLD Plantations Stocks. """" .... So SORRY ... I was WRONG !!! .. Now at Rm8,000 !!! OMG ...... !!!! https://www.theedgemarkets.com/article/malaysia-crude-palm-oil-tops-rm8000-tonne-first-time

Posted by ahbah > 2022-03-01 21:13 | Report Abuse

Just hold plantation stks is NOT enough lah !

We all must sapu kuat kuat all plantation stks we like !

Bcos they are our moni printing machines !

Posted by brianklc > 2022-03-01 21:45 | Report Abuse

Mar FCPO after hours at 8.4k!

Posted by Plantermen > 2022-03-01 22:06 | Report Abuse

Bstead holdings holds app. 57% of BPlant issued shares with another 12%+ under LTAT. Other institutional & Glic funds hold another 4 or 5 %. The free float of BPlant is very small. LTAT is the ultimate controlling shareholder of Bstead Holdings. The disposal of LTAT might be done thru LTAT external fund manager { similar to KWSP} which outsourced part of their portfolio. Just my personal take

Posted by ssky507 > 2022-03-01 22:16 | Report Abuse

Guess tomorrow how high Bplant will go... Rm1. 30 make it happen tomorrow

Posted by brianklc > 2022-03-01 22:30 | Report Abuse

Mar FCPO aftermarket at 8.5k! Up more thn 1k in a day!

Posted by Kon Lim Chai > 2022-03-01 23:24 | Report Abuse

There should be some plantation stocks hitting limit up, just like some glove manufacturers at thier peaks! Lower price counter such as Bplant have better chance! Good nite and good luck to all!

Posted by brianklc > 2022-03-02 00:02 | Report Abuse

Aftermarket closed
Mar FCPO 8,720 up 1,269 (17%)
Apr FCPO 7,835 up 1,063 (16%)
May FCPO 7,019 up 720 (11%)

Posted by Johnzhang > 2022-03-02 06:37 | Report Abuse

FCPO Last done price on 1/3/2022 : Mar $8,170, Apr $7,435, May $6,749, Jun $6,265
The exceptionally high premium for March and Apr delivery is due to international buyers scrambling to cover their edible requirement against hiccup of sunflower oil shipments from black sea.
The big beneficiaries are Malaysia based plantations who sell their production on spot or current month basis. These companies are Cepat, MHC, Bplant, Swkplant, Hsplant, SOP, Taann, KMloonhg.
You may already know that these companies average realised CPO prices for last year were very close to Spot Market prices reported by MPOB which was $4,417 for FY2021.
Average realized price for FY2021 for Cepat/MHC was $4,427, Bplant $4,341, Swkplant $4,389, Hsplant $4,416, SOP $4,564, Taann & KMLoong about $4,400.

Posted by Johnzhang > 2022-03-02 06:41 | Report Abuse

Considering that Bplant's FY2021 EPS of about 11sen is achieved based on CPO realised price of $4,341, FY2022 earning will blow your mind if average realised CPO price is $6,000! Don't forget the 15sen/share capital gain realised in Jan 2022 for Kulai land sales. More asset monetisation to come this year.

Posted by Jonathan Keung > 2022-03-02 07:39 | Report Abuse

Strong possibilities of small cap planters hitting limit up if CPO prices continues the momentum of hitting the magical $9,000 per tonne

Posted by brianklc > 2022-03-02 08:34 | Report Abuse

Yday aftermarket FCPO price for Mar already 8.7k, its no longer 8.1k

Posted by brianklc > 2022-03-02 08:54 | Report Abuse

500k block at 116 removed, let?s see if the other 500k block at 117 removed too