Posted by MuttsInvestor > 2022-04-27 18:42 | Report Abuse

https://tradingeconomics.com/commodity/palm-oil RM6,990 today ( 27 April 2022 ) ....... Surprised ???? ...Not Really !!!

Posted by MuttsInvestor > 2022-04-27 18:44 | Report Abuse

When more data comes out the "Shortfall" due to Indonsia BAN of Cooking Oil, etc ........ Countries STILL have to buy from Malaysia. Demand for PO will still be there. Less due to high price.

Posted by DickyMe > 2022-04-27 18:56 |

Post removed.Why?

Posted by Yippy68 > 2022-04-27 19:24 | Report Abuse

wait long lpng

Posted by brianklc > 2022-04-27 19:46 | Report Abuse

Thanks dick, indeed SGD67 sen is coming very soon

Posted by Jonathan Keung > 2022-04-27 19:47 | Report Abuse

Indonesia allows limited exports of Crude Palm Oil but totally ban processed palm oil & palm olein { cooking oil }

Posted by brianklc > 2022-04-27 19:58 | Report Abuse

To sum up the whole Indonesia sequence of events:-
Jan 22- Set DMO @ 20%, export levy USD375
Feb 22- Set DMO @ 30%, export levy USD375
Mar 22- Remove DMO, increase export levy to USD675
Apr 22- Export ban on RBD Olein, export levy maintain at USD675

Posted by brianklc > 2022-04-27 20:09 | Report Abuse

And this current policy will only be reviewed when cooking oil price drop from 26k rupiah per litre to 14k rupiah per litre. Erm, u can only guess how long this ban will last…

Posted by onlyinvestment > 2022-04-27 20:17 | Report Abuse

Important key for small investor like me, don't believe too much some people comment /article saying bplant should worth how high value than currently share price. If really got the big gap different from currently share price, all big shark will know and buy early,we would not got chance to buy cheapest. Also don't believe too much who said may got merge or take over by other big big company because they are not the people magnament the company. But we small investor can do some homework and judgement ourselves, isn't this share will slowly slowly up, if answer is yes, then can buy. Remember setting your earnings target and setting your risk how much you can lost. I believe bplant can higher than today price when time close to announce qtr report in May. Question is how high that time. No people can buy lower and sell higher, if can, maybe is your luck but would not every time good luck. Hope everyone can earn some money for Raya.

Posted by brianklc > 2022-04-27 20:59 | Report Abuse

Investment, agree with u. Being a company with no going concern issues, u can’t expect a plantation company to keep selling land. Landbank needs to be replenished/production needs to be boosted to sustain future profitability. Hence pls look at fundamental/underlying performance. Durian runtuh land sales/privatisation can only be a bonus.

Posted by brianklc > 2022-04-27 21:11 | Report Abuse

If a company got potential, thn keep for long term. I personally don’t like a company that gambles coz it distorts the underlying performance n sometimes gambles profit away. Hence pls do research to see if the past “realised CPO price” of plantation counter deviates significantly vs average CPO price for the quarter.

Posted by Bell2stock > 2022-04-27 22:47 | Report Abuse

Tomorrow definitely another spike on all the malaysian based plantation counters. The Indonesia PO ban is across the board. Crude and refined oil. So, the net widens. Please see the latest TheEdge news.

Posted by brianklc > 2022-04-27 22:55 | Report Abuse

https://www.bloomberg.com/news/articles/2022-04-27/indonesia-to-halt-crude-palm-oil-exports-in-expanded-ban

Posted by brianklc > 2022-04-27 22:55 | Report Abuse

Pls stay calm, don’t let Monday repeat itself….

Posted by brianklc > 2022-04-27 22:57 | Report Abuse

Really cannot take these kind of flip flop…

Posted by Jonathan Keung > 2022-04-27 23:23 | Report Abuse

Yesterday Economic minister says limited crude palm oil shipment allowed. Today Minister quickly reversed his decision to follow Jokowi announcement. Shippers getting their custom clearance on or before 27/4 can ship their exports

Posted by MuttsInvestor > 2022-04-28 00:42 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/04/27/indonesia-stuns-markets-as-it-widens-ban-to-include-cpo-refined-palm-oil CPO and processed PO are NOW BANNED from EXPORTS !

Posted by brianklc > 2022-04-28 01:01 | Report Abuse

I m not CPO expert, but I kind of know why they wanna have total ban, coz some will just keep CPO as it is to export out instead of turn it into RBD n being forced to sell as end product at lower margin…

Posted by brianklc > 2022-04-28 01:03 | Report Abuse

I don’t see FFB in the ban list… is it economical feasible to export FFB instead?

Posted by MuttsInvestor > 2022-04-28 01:33 | Report Abuse

Do remember that Indonesia has 340,000,000 population. Riots , Unrest, demonstrations, etc has erupted in Indonesia because FOOD prices has gone up tremendously. One major cause is Cooking Oil shortages . Remember that about ~200,000,000 people in Indonesia survive with just sufficient $$$ and little savings ( 2 years of Covid lockdown). Now .... Imagine these people going on RIOTS ??? Indonesia Govn is trying to "FORCE" the plantations, refineries , traders, etc to "FLOOD" the Indo market with "Cheap Cooking oil" . Else they cannot "EXPORT" it out and make a HANDSOME profit. ..Of course ..Malaysia says ..."BIG THANK YOU" !!!

Posted by MuttsInvestor > 2022-04-28 01:35 | Report Abuse

FFB ....... Will rot within 3 to 5 days if not "Processed". How to EXPORT ? Plus lots of handling will damage the FFB.

Posted by MuttsInvestor > 2022-04-28 01:42 | Report Abuse

Indonesia has already stated ..... There is NOT enough storage for the CPO. Another 1 to 2 months of normal CPO production .. means that CPOhas NO more storage. So ... Let the FFB ROT on the palm oil trees ? Of course Plantations will be caught with a BIG dilema . Harvest and make more COOKING Oil to "Flood" Indonesia market ? Will Traders and big Companies ..Now Release their stockpile into the market...Thus Flooding Indonesia with Cheap Cooking oil ? If they do not........ The Plantations MAY do it from their STOCKPILE as Plantations need the STORAGE TANKS to store New CPO. ...... Going to get Interesting in the PO business in Indonesia in the coming WEEKS ....

Posted by RJ87 > 2022-04-28 02:41 | Report Abuse

Wrong question. If Monday happens u going to sell or miss the opportunity to sell the last time.

For me, money is hand is better than money on paper. You can always buy back.
————————————
brianklc
Pls stay calm, don’t let Monday repeat itself….
3 hours ago

Posted by Plantermen > 2022-04-28 06:01 | Report Abuse

Certain congolemerates are accused by the Indonesia! Authorities and under investigation for hoarding cooking oil and misusing the export permits. Not the upstream planters who sells the crude palm oil to the integrated downstream players. Typically an individual oil mill has a storage tank's space capacity of between 80 - 90 days of the Mill's daily production { excluding external tank space at the ports or warehouse} Giants congolemerates like the Salim group and Astra and their distribution arm has denied the accusation.

Certain companies are accused of misusing and falsifying their export quotas and permits. Wilmar group, Musim Mas and Permata Hijau group all have denied the allegations

Posted by brianklc > 2022-04-28 06:37 | Report Abuse

RJ, some that play contra lost lots of money on Monday. If u observe a few plantation counters, especially THPlant, suddenly got lots of haters within Monday itself. For me, well, 1st part of Monday is very nice, but for some, 2nd part of Monday is damn brutal.

Posted by OKU_2020 > 2022-04-28 06:41 | Report Abuse

further Killing ....BLOOODY

Posted by Jonathan Keung > 2022-04-28 07:36 | Report Abuse

With the extended Raya weekend holidays till next Wednesday. players will be very cautious and not blindly punt any stocks. Contra players have different strategy " buy whatever hot counters today and sell whenever a few sen percentage points arise the next 2-3 days. investor buy for long term based on the potential upside

Posted by ImLearningFromSifu > 2022-04-28 08:08 | Report Abuse

Good morning to all sifu...
Thank you for the interesting read...
Wish today green and high....

Posted by onlyinvestment > 2022-04-28 08:09 | Report Abuse

Simple key, if you satisfied the margin now and think can't get better offer from this price, then sell it. If you think currently price can't meet you margin requirement, then keep and wait good time. No wrong or right, some people can earn money in this share market and some people will lost money in this share market.Very very very less people can control the price up and down, if can, I'm sure the people would not appear in this forum. Remember, money earning from risk, just do your study. No easy money in this world... Your job is let market do decision how much for this bplant... Hope everyone can earn some money to make life easy...

Posted by brianklc > 2022-04-28 08:25 | Report Abuse

Ok, hope u guys earn Nando’s today. I will just side line like how I did on Monday, to me it’s a long term thing.

Posted by ImLearningFromSifu > 2022-04-28 08:38 | Report Abuse

woooohooooooo....
it's rm6900++

Posted by brianklc > 2022-04-28 09:12 | Report Abuse

Hmm… today more steady… let’s see if no changes of direction by the Indonesia minister after sober at noon, it will go up steadily…

Posted by ImLearningFromSifu > 2022-04-28 09:39 | Report Abuse

oh yea.. step by step...
no need rush up....
slow slow...
1.17 liao....
hehehe

Posted by Plantermen > 2022-04-28 09:43 | Report Abuse

Calculate risk vs rewards. Use the time tested formula what's the upside potential of the counter and the rate increase going forward vs the downward bias. New KWSP CEO {Amir Hamzah} needs to show his mettle and ride on the trend

Posted by ImLearningFromSifu > 2022-04-28 09:45 | Report Abuse

1.18 liao....

Posted by RJ87 > 2022-04-28 09:46 | Report Abuse

Those that buy that morning lose money.

Those that sell and buy back that morning makes money.

It’s always a dilemma. Later sell already can’t buy back if it continues to go up.

Dumb dumb hold the best. No need headache.
_______________
brianklc
RJ, some that play contra lost lots of money on Monday. If u observe a few plantation counters, especially THPlant, suddenly got lots of haters within Monday itself. For me, well, 1st part of Monday is very nice, but for some, 2nd part of Monday is damn brutal.

Posted by RJ87 > 2022-04-28 09:57 | Report Abuse

Today and tomorrow no show la. Everyone go rats. See 2 weeks later.

Posted by ImLearningFromSifu > 2022-04-28 10:02 | Report Abuse

haha selamat beraya and happy holiday...
(closing laptop now)
hahaa

Posted by calvintaneng > 2022-04-28 23:23 | Report Abuse

Bplant May 2022 results will be a real shock to naysayers

Posted by Plantermen > 2022-04-29 05:52 | Report Abuse

A convergence of multiple forces pushing up world's supply of grains and edible oil prices. Palm oil was unexpectedly hike up by the surprised Indonesia ban on their exports. The adverse drought on Brazil soy crops is damaging. Brazil is the world largest exporter and producer of soy beans. Not forgetting Argentina in March has earlier halted thier own exports. Ukraine the food basket of Europe has taken a big hit with the Russia war on their Eastern front. Wheat and Sunflower crops will be badly disrupted. China, India, European countries all are facing multiple food supply restocking issue. US, Europe is having a tough times balancing their need between high food prices and high energy prices { using ethanol biofuel as an alternate fuel } Food inflation is here to stay. High cooking oil is here to stay

Posted by ImLearningFromSifu > 2022-04-29 14:17 | Report Abuse

(Highlight) Following Indonesia’s palm oil export ban, Malaysia may not be able to fill the supply gap to meet global palm oil demand, according to Malaysian Palm Oil Board (MPOB) director-general Datuk Dr Ahmad Parveez Ghulam Kadir.

THE EDGE

Posted by ImLearningFromSifu > 2022-04-29 14:18 | Report Abuse

not able to fill the supply gap>? means price lagi WILL up... right?

Posted by OnTime > 2022-04-29 14:33 | Report Abuse

demand > supply so price should be up

Posted by ImLearningFromSifu > 2022-04-29 14:46 | Report Abuse

yea... that is what i think... haha thanks "OnTime"

Posted by MuttsInvestor > 2022-04-29 15:58 | Report Abuse

https://tradingeconomics.com/commodity/palm-oil Rm7,110 at current prices.

Posted by Sales > 2022-04-29 16:15 | Report Abuse

Bplant no more special discount. Go! Go! Go! Power ranger........

Posted by ImLearningFromSifu > 2022-04-29 16:19 | Report Abuse

still waiting LTAT do Raya Promotion... hahahahaah

Posted by twistfish > 2022-04-30 20:33 | Report Abuse

cepat oledi rm1.2++

Posted by junkit > 2022-04-30 20:45 | Report Abuse

2022年涨幅最大的种植股 - BPLANT:
https://youtu.be/V6HZye504TE

Posted by stockraider > 2022-05-02 19:45 | Report Abuse

Stay on course loh!