Posted by Mikecyc > 2022-05-24 06:00 |

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Posted by Mikecyc > 2022-05-24 06:05 |

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Posted by Mikecyc > 2022-05-24 06:43 |

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Posted by Mikecyc > 2022-05-24 06:46 | Report Abuse

Bplant price n VWAP

18/2 : 0.96 , Vwap 0.953 , 0.925 -0.97

22/2 : 1.00 , vwap 0.994 , 0.935 - 1.04

23/2 : 1.07 , vwap 1.045 , 1.00 - 1.08

25/2 : 1.12 , vwap 1.13 , 1.10 - 1.16

Posted by Mikecyc > 2022-05-24 06:48 |

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Posted by Mikecyc > 2022-05-24 06:50 | Report Abuse

>> It pointed out that since listing in 2014, Boustead Plantations has sold 2,164 hectare of land, raised RM1bil in gross proceeds, and recognised total disposal gains of RM900mil. It has also paid out RM1bil in total dividends since listing.

Posted by brianklc > 2022-05-24 06:55 | Report Abuse

Mickey hi, Indonesia is having DMO requirement of at least 10mil MT n the export levy remained same before export ban, which is elevated. The market already priced in the imminent Indonesia export ban removal. Yes, there are so distribution by LTAT in open market, which was picked up by top 30 shareholders, if u compare the top 30 shareholder listing in FY20 vs FY21 AR.

Posted by brianklc > 2022-05-24 07:00 | Report Abuse

Mickey, as u pointed out, the FFB production will only increase from May. So any CPO price drop will offset by production increase. HOWEVER, if CPO remained same level or increase as we experienced for May, bplant profit will go up.

Posted by brianklc > 2022-05-24 07:25 | Report Abuse

Now, market is currently pricing in lower end May inventory. And cum Jun, market will price in Shanghai lockdown reopen. India originally have plans to reduce edible oil tax from current 5%, however they have temporary shelved this due to Indon export tax removal. With REIMPLEMENTATION of Indonesia DMO (with higher export levy), India import tax reduction might be back in horizon.

Posted by brianklc > 2022-05-24 07:26 | Report Abuse

With these, bplant Q2 PAT is perhaps 130m?

Posted by brianklc > 2022-05-24 07:43 | Report Abuse

Cum Jul, we will have clearer picture what LTAT plans on its holdings for Boustead. Just sharing my insights as, while FCPO market is efficient due to readily available information. Share market is not. Same announcement but some mangkuk can claim bplant operational profit is flattish or on decline…

Posted by Silemak > 2022-05-24 07:56 | Report Abuse

Whatever….. we are getting 7.3 ct div. First interim!!!!!! And more to come.!!! I bought some good counter …. Undervalue…Fantastic PER…great potential…..high price target….and yet I m still holding with low or no div. And I m still holding and waiting….

Posted by dragon328 > 2022-05-24 08:29 | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2022-05-24-story-h1623389325-Bplant_is_a_niche_plantation_play_with_the_biggest_upsides_and_highest_

Posted by dragon328 > 2022-05-24 08:31 | Report Abuse

PER at 4.5x, dividend yield of 17%-20%, strong buy

Posted by Sslee > 2022-05-24 08:48 | Report Abuse

i3lurker Maybe sslee punya palm oil plantation in Indonesia also cannot do so well in efficiency
sslee might care to comment?

Good morning i3lurker,
Care to look into Indonesia performance and by the way the person in-charge of group plantation technical input is a Malaysian previously work for Bplant:

https://www.musimmas.com/sustainability-report/sustainability-performance-data/
Category/Indicator Measurement unit/breakdown FY2020: FY2019: FY2018: FY2017: FY2016
Production and productivity
Total FFB processed MT 3,556,709 :3,437,968 :3,815,493 :3,341,946 :2,781,095
FFB production – own plantations MT 2,546,003 :2,414,967 :2,703,918 :2,272,841 :1,944,448
FFB production – scheme smallholders
MT 114,064: 103,953: 110,036: 101,845: 87,510
FFB volume purchased from third parties MT 896,642: 919,048: 1,001,538: 967,260: 749,137
Crude palm oil produced
MT 796,581: 774,892: 860,295: 754,568: 629,794
Palm kernel produced MT 202,829: 195,859: 220,853: 191,371: 158,484
FFB yield – own plantations MT FFB/ha 23.71: 22.79: 25.85: 22.74: 20.54
FFB yield – scheme smallholders
MT FFB/ha 22.41: 22.92: 26.98: 26.98: 25.44
Extraction rate – crude palm oil
% 22.40: 22.54: 22.60: 22.58: 22.65
Extraction rate – palm kernel % 5.70: 5.70: 5.79: 5.73: 5.70
CPO yield MT CPO/ha 5.69: 5.53: 6.25: 5.54: 5.00:

PS: Come 24th June 2022 another RM 46.866K will appear in my Maybank account and expected for next 3 quarter most likely another 2- 5 sens dividend per quarter.

Posted by Mikecyc > 2022-05-24 08:53 |

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Posted by Mikecyc > 2022-05-24 08:56 |

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Posted by Mikecyc > 2022-05-24 08:58 |

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Posted by Mikecyc > 2022-05-24 09:03 |

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Posted by Mikecyc > 2022-05-24 09:05 |

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Posted by brianklc > 2022-05-24 09:14 | Report Abuse

Now Mickey, it proves u have missed last week update on LTAT going forward plan. They are not talking abt privatisation anymore Mickey. Do read up…

Posted by brianklc > 2022-05-24 09:17 | Report Abuse

Just talk facts n not twist ya

Posted by FlyingEagle > 2022-05-24 09:20 | Report Abuse

股价飞了！！本来就不应该这价位的。。。

Posted by Mikecyc > 2022-05-24 09:24 |

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Posted by Mikecyc > 2022-05-24 09:25 |

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Posted by Mikecyc > 2022-05-24 09:31 |

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Posted by brianklc > 2022-05-24 09:33 | Report Abuse

Mickey, u in wrong page, u supposed to post this in bstead

Posted by RJ87 > 2022-05-24 09:51 | Report Abuse

Buy hold and collect dividend. That’s the plan. 4sen a quarter for a year busuk also got 16% yield

Posted by brianklc > 2022-05-24 09:59 | Report Abuse

RJ, u r back… so scared u left like the rest

Posted by ImLearningFromSifu > 2022-05-24 10:02 | Report Abuse

RJ! hahahaha
holding holding... mai kan jiong....

Posted by newbie4444 > 2022-05-24 10:10 | Report Abuse

LTAT behind selling again today sifus? Why RM 1.1 is hard despite good QR, dividend news?

Posted by Johnzhang > 2022-05-24 10:15 | Report Abuse

Extremely weak market sentiment, no support from foreign and local institutions, local retailers severely hurt by recent months sell down of penny stocks, glove and tech stocks. Therefore, manipulators rule the market. Truly value and long term investors will profit eventually.

Posted by RJ87 > 2022-05-24 10:54 | Report Abuse

no la…I come here look for good debate to make better investing decision. Once decided on the strategy, I will see it through. Just now i tot someone was talking about me. “The rest has left”. No ar, i’m still here. Not as active. But still here.

This one seems easy and safe. I once wasted 15 months waiting DUFU to go up from RM0.8 to RM6. Although i didn’t make whole 600%. But that lesson taught me good business can hold as long as it’s still good. Makes no sense to sell good business just because it already up 30-40%. Sifu CYF was a millionaire and has trippled or quadrupled his millions.

U look at whole sector la, tell me which sector will do well? Construction rely on gov handout. Gov is pretty broke now. Property depends on Debt to GDP ratio. Debt to GDP at all time high. Tech depends on OPR. OPR drop, they up. Now OPR trending up or down to fight inflation? Onlly left OnG and Plantation will have green quarters. The rest very unlikely to be green in the long term.

Posted by stockraider > 2022-05-24 11:16 | Report Abuse

No brainer....just buy more loh!

Its dividend is superb!

Posted by stockraider > 2022-05-24 11:17 | Report Abuse

Just buy & hold to richest mah!

It is that simple loh!

Posted by shortinvestor77 > 2022-05-24 11:59 | Report Abuse

https://www.utusan.com.my/ekonomi/2022/05/harga-sawit-dijangka-turun-sekitar-rm5000-satu-tan/

Posted by ImLearningFromSifu > 2022-05-24 14:05 | Report Abuse

well... everybody can "jangka"....
tapi jangkaan tepat tak tepat?
if everybody jangka also tepat...
then we no need work liao... follow their jangkaan already enough.
haha... just saying only. back to work now. bye bye

Posted by OnTime > 2022-05-24 14:20 | Report Abuse

impressive!

Posted by brianklc > 2022-05-24 15:17 | Report Abuse

Whn I see this “jangka” article I think of gameover… gameover, where r u?

Posted by ImLearningFromSifu > 2022-05-24 16:11 | Report Abuse

hahaahaha
ya la....
when price "quite" high...
everybody including my grandfather also can publish article and say "jangka akan turun".... kns.... LOL
when price went down.... my grandmother will publish and say "dijangka akan MELONJAK"....
hahahahahahaa

Posted by ImLearningFromSifu > 2022-05-24 16:18 | Report Abuse

wah... 2mil queue to sell at 1.08.
"Harga saham bplant dijangka akan menurun sekejap lagi"

Posted by ImLearningFromSifu > 2022-05-24 16:31 | Report Abuse

2mil queue gone...
"Harga saham bplant dijangka akan stabil kembali"
hahahaha

Posted by RJ87 > 2022-05-24 16:55 | Report Abuse

CPO price bounce back from from 6100 to 6400. Tmr dijangka naik.

Everyone want to lock in their 7%. Who know before ex date, it drop back to RM1 to buy back and still entitle for the 7%. This way, they make 14% instead of 7.

Posted by ImLearningFromSifu > 2022-05-24 16:56 | Report Abuse

RJ...yes yes.....
"Saya dijangka akan buat the same"....
hahahahaah

Posted by brianklc > 2022-05-24 17:10 | Report Abuse

Boustead Plantations “dijangka”bayar dividend pada 24 Jun…

Posted by brianklc > 2022-05-24 17:10 | Report Abuse

So everyone whn receive dividend on 24 Jun, I will say “I told u so”

Posted by ImLearningFromSifu > 2022-05-24 17:12 | Report Abuse

Hahaha

Posted by brianklc > 2022-05-24 17:17 | Report Abuse

Lame right?

Posted by Ayambrand > 2022-05-24 17:29 | Report Abuse

saya menjangkakan bplant __________ fill in the blank

Posted by brianklc > 2022-05-24 21:29 | Report Abuse

Wonder why FCPO rallied today?