Posted by brianklc > 2022-05-16 00:19 | Report Abuse

To u subsidising nvr work, no doubt there will be leakages here and there… thts the job of royal customs n borders control to keep it to minimum… like it or not, thts how gov control inflation as well as to help exporting industries in a developing country like Malaysia and Indonesia… whn gov consider removing price cap for Ron 95, some dumbdumb supports coz it will stop those T20 from enjoying cheap Ron 95… So 100% to suffer just to punish the 20%?

Posted by brianklc > 2022-05-16 00:25 | Report Abuse

Ppl can smuggle out a bit here and there… do it on a large scale n customs will be chasing ur boat… n u can’t run coz it’s too heavy…

Posted by brianklc > 2022-05-16 00:40 | Report Abuse

Perhaps u can try out to smuggle, come back n let me know how much u can make

Posted by Plantermen > 2022-05-16 10:27 | Report Abuse

Indonesia { Jokowi } said he might reconsider lifting the partial ban on palm products if the domestic price of cooking oil falls back to 14,000 rupiah for the 1 litre subsidised pack of oil { they call it base price}. The investigation on Musim Mas, Wilmar, Golden Agri, PT Salim, Permata Hijau on irregularities and withholding of oil initiated the ban which was supported by the people { not the congolemerates } the price of cooking oil has eased from the high of 42,000 rupiah to 18,000 to 23,000 rupiah for the 1 litre cooking oil pack { depends which part & areas of Indonesia} in Jakarta gradually the crowds have eased but outlying areas still faced logistics and access to the supply. We must remember Jokowi comes from Java he isn't exactly a ally of the congolemerate{s} which is itself legacy of the past regimes. Jokomi compounded their licence { suspect of falsifying the company export permits} and the AG was instructed to charge a senior Director of the export Ministry and several high profile individuals link to the congolemerate{s}. The companies have denied and filed their defence against the misused of the permits and failing to fulfill the then DMO quota. By filing their defence and not seeking a compound. Indirectly prolonging the saga. Bear in mind the companies are indirectly link in public listed Singapore which the Finance Minister {Sri Mulyani Indrawati} is a trusted ally of Jokowi question why the companies need to be listed elsewhere} In addition a Singapore based palm analyst claims Jokowi need to lift the ban in May { which is indirectly or effectively disputing Jokowi stand} After the G20 meeting { Jokowi is holding the chair} never touch on the issue. I suspect the ban may prolong longer than anticipated. Just my 2*rupiah worth

Posted by markgold > 2022-05-16 10:57 | Report Abuse

The main issue is when the Ukraine war end. If the war end by Dec 2022 then the CPO price will stay above RM6000 till Dec 2023.

Posted by RJ87 > 2022-05-16 15:13 | Report Abuse

Next QR will be the full representation of RM6000 per tonne profit. I wonder how’s it going to look like.

300M? 400M or 500M profit?

Posted by Plantermen > 2022-05-16 17:53 | Report Abuse

Back to back calculation BPlant revenue for the 4qtr result {Oct, Nov, Dec} reported at 1,050 billion. Nett Profit attributed to SH at $241 Million. Coming 1Qtr result {Jan, Feb, Mar} estimated revenue at $1.45 Billion and Nett profit attributed to SH at $ 620 - 630 Million. Just an estimate guess calculated based on higher CPO average traded price of $6,000 per tonne { Jan, Feb & Mar}. Not a buy call. just my own guess estimate for BPlant coming qtr announcement. Please do your own research before investing

Posted by OnTime > 2022-05-16 18:58 | Report Abuse

I demand a fat dividend payout from the company!

Posted by Tyranny > 2022-05-16 19:14 | Report Abuse

Planterboy is high on crack!

Posted by brianklc > 2022-05-16 20:32 | Report Abuse

Planter, how u derive revenue 1.45b n profit 620m? Based on CPO price delta? Have u factor in Q1 production?

Posted by brianklc > 2022-05-16 20:32 | Report Abuse

Q1 production is not same as Q4

Posted by brianklc > 2022-05-16 20:47 | Report Abuse

https://www.aljazeera.com/amp/news/2022/5/16/shanghai-says-it-will-return-to-normal-on-june-1

Posted by brianklc > 2022-05-16 20:48 | Report Abuse

Shanghai total reopen on 1 Jun

Posted by MuttsInvestor > 2022-05-16 22:53 | Report Abuse

Planterman..... Agree with your Comments about Indonesia Cooking Oil saga. There is more to it than " Taxing and Then Buying Cooking Oil from Big Corp. How is the Sales and Distribution of these Cooking Oil ? Via who ? Syndicates ?

Posted by MuttsInvestor > 2022-05-16 22:55 | Report Abuse

This Site relates to Bplant and related business of Bplant. Nothing to do with Shanghai. Bloggers ..please remember this.

Posted by brianklc > 2022-05-16 23:03 | Report Abuse

Mutts, can I know who are the main customers of Malaysian palm oil? Don’t be naïf.

Posted by brianklc > 2022-05-16 23:07 | Report Abuse

Little napoleon moderator wannabe

Posted by brianklc > 2022-05-16 23:08 | Report Abuse

Nuts

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

Kesian buta buta kena tembak

Posted by ImLearningFromSifu > 2022-05-17 14:12 | Report Abuse

i can hear mosquito clapping their wings.... haha

Posted by OnTime > 2022-05-17 15:02 | Report Abuse

big mosquito

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

hahaha

Posted by ImLearningFromSifu > 2022-05-17 16:17 | Report Abuse

sapu sikit sikit at 1.01

Posted by Ayambrand > 2022-05-17 16:22 | Report Abuse

sleep mode

Posted by ImLearningFromSifu > 2022-05-17 16:29 | Report Abuse

hehe bplant might be sleeping...
nasib baik simeplt naik... sold to buy bplant

Posted by Silemak > 2022-05-17 20:40 | Report Abuse

Cepat 4sen Mhc 6sen div.
Bplant 10sen???

Posted by ImLearningFromSifu > 2022-05-18 09:02 | Report Abuse

wah... first time i see the first 2 minutes.... "no transaction" in bplant.. LOL

Posted by ImLearningFromSifu > 2022-05-18 09:05 | Report Abuse

good thing! this means no body rushing to sell off bplant... all holding for dividend announcement... Yippie

Posted by ImLearningFromSifu > 2022-05-18 09:19 | Report Abuse

walao... who so "champion" queue 1mil at 1.02? hahaha
brianklc ka? or RJ87? hehehe

Posted by brianklc > 2022-05-18 09:31 | Report Abuse

My order queue is just 1k at most nia… am just a small investor

Posted by stockraider > 2022-05-18 09:52 | Report Abuse

Very big profit coming loh!

Posted by siamsix > 2022-05-18 10:05 | Report Abuse

pehh 1.09 mill buy Q at 1.02???superbbb

Posted by ImLearningFromSifu > 2022-05-18 10:12 | Report Abuse

brianklc.... hahahaah 1k? sure o not.. hahahaha
dun keh si keh si la... i no ask u pinjam duit one....
hahahahahaha

Posted by ImLearningFromSifu > 2022-05-18 10:13 | Report Abuse

stockraider... yaya... someone already sense something good is brewing inside "maybe".... hahahaha

Posted by ImLearningFromSifu > 2022-05-18 10:26 | Report Abuse

these few weeks macam "Mexican Standoff" in bplant... hahahahaa
mengantuk la... LOL

Posted by brianklc > 2022-05-18 10:40 | Report Abuse

https://www.theedgemarkets.com/article/bursa-extends-gains-opening-buying-interest-commodity-og-counters-returns

Posted by ImLearningFromSifu > 2022-05-18 15:36 | Report Abuse

......

Posted by onlyinvestment > 2022-05-18 20:57 | Report Abuse

Future will up or will down ? Few more days will know since we always claim say wait good good good QR announce .At that time we will know who is God and who is ghost. Hahahahahaha

Posted by stockraider > 2022-05-19 08:42 | Report Abuse

Correctloh Palmoil plantation is the best way to hide mah!

U r effectively involve with food production mah!

Posted by RJ87 > 2022-05-19 10:01 | Report Abuse

It's difficult to make earning estimate based on Q4,21 CPO price. It was RM3000-4000 range.
For Q1,22, it was between 6000-7000. Now, we can see how great the earnings.

Posted by Diamond7 > 2022-05-19 10:11 | Report Abuse

EPS this quarter is excellent!
Wait patiently!
Wait for the dividend too!

Posted by OnTime > 2022-05-19 10:57 | Report Abuse

let's hope plantations have plenty of M&A to boost prices of all plantation stocks

Posted by steveccwong > 2022-05-19 11:34 | Report Abuse

The whole world is facing food shortage including cooking oils (including palm oil) and why worry as long as FCPO is in excess of RM6K/ton, and all individual oil palm smallholders & oil palm listed companies are reaping tons of profits which go directly into their pockets/banks, why worry about the movement of the share prices.

Dow Jone drops like bombs affecting tech. companies, cryptocurrencies and "Growth" companies where else oil palm list cos. are "Value" companies are holding very well and stable.

This is my opinion and for critical analysis.

Posted by Luen07 > 2022-05-19 11:45 | Report Abuse

说的很对！

Posted by stockraider > 2022-05-19 14:34 | Report Abuse

Go for it mah!

Big gain coming mah!

Posted by RJ87 > 2022-05-19 15:20 | Report Abuse

u wait people from tech and gloves cut their losses. They will come over here.

Posted by Johnzhang > 2022-05-19 19:19 | Report Abuse

LTAT is working on value appreciation for Bstead and it’s subsidiaries like Bplant. More assets monetisation in Bstead and Bplant is expected.

https://newswav.com/A2205_UiGFZB?s=A_HOGThr5

Posted by onlyinvestment > 2022-05-20 06:58 | Report Abuse

Palm oil 6k many month already is truth, shortage also is truth. But share price can't up also is truth. FCPO 6k can bring how much earnings for plantation company? No body know, cost for palm oil is how much also no people know. If only see the palm oil price is not enough support the share price, otherwise bplant was RM 2 to 3 long time ago. Market fracture, becareful before buy even though the share look like OK.... I'm waiting QR announce then just make decisions continue keep or sell.

Posted by Luen07 > 2022-05-20 08:43 | Report Abuse

经过这两，三年的covid19和mco，股民手上也没那么多闲钱了，那里还有钱买股票。

Posted by RJ87 > 2022-05-20 09:00 | Report Abuse

A lot got spare money to go glove and tech 2 years