Posted by brianklc > 2022-05-29 13:33 | Report Abuse

Again, do u know how much yield of the land recently disposed? I think u do not know… it’s a low yield land… ytlp wants the land to generate power, not planting!

Posted by OnTime > 2022-05-29 15:54 | Report Abuse

correct

Posted by Tyranny > 2022-05-29 17:49 |

Post removed.Why?

Posted by Sslee > 2022-05-29 19:34 | Report Abuse

The irony is when bplant bought Sabah plantation land from Duta Yap, I quickly sold all my bplant. And when CPO price increase to RM 4,000 and news of YTLpower bought Bplant land, I buy and buy Bplant.

Posted by DickyMe4 > 2022-05-29 20:35 |

Post removed.Why?

Posted by nazrzach > 2022-05-30 08:37 | Report Abuse

Crude Palm Oil rose to MYR7124.50 as at 25th May 2022 - MPOB

Posted by stockraider > 2022-05-30 08:59 | Report Abuse

Bplant is one of the best plantation stock selection for investment mah!

Actually mkt is bearish & mkt is also skeptical of the commodity bulll run of;

1.CPO
2. Steel
3. Crude Oil
4. Crack spread
5. Aluminum, Tin and Copper

Thus mkt is taking a cautious approach to its sustainability mah!

If say CPO continue to perform at above Rm 5000 going fwd and the management has good corp governance & pays good div to reward shareholders, I m sure the Plantation share price will continue to go up mah!

Even if the CPO price come down to Rm 4000, I m sure the impact on plantation share price is minimal as currently it is not overvalue mah!

Currently with all food inflation in the world plus limited land available for future cultivation due to the environment concern, plantation valuation & its land will be valuable loh!

Posted by RJ87 > 2022-05-30 09:30 | Report Abuse

Brian, no need waste ur time.

Just in case you don’t know what’s driving the market, let me share u. It’s IGNORANCE.

If everyone knows how to make good beef Wellington, sorry, who is Gordon Ramsay again?

Posted by Tyranny > 2022-05-30 09:48 |

Post removed.Why?

Posted by RJ87 > 2022-05-30 09:59 | Report Abuse

I sold for the same reason. But ironically, Sabah is major contributor to Bplants revenue.
———————————-
Sslee
The irony is when bplant bought Sabah plantation land from Duta Yap, I quickly sold all my bplant. And when CPO price increase to RM 4,000 and news of YTLpower bought Bplant land, I buy and buy Bplant.
14 hours ago

Posted by kevinobc > 2022-05-31 00:31 | Report Abuse

https://www.channelnewsasia.com/business/malaysias-palm-oil-association-expects-52000-migrant-workers-enter-year-end-2715966

Posted by Yippy68 > 2022-05-31 03:59 | Report Abuse

Thank Admin of I3investor for the fast action on banning of a few annoying person here. good job, my salute to you. my suggestion, if possible, ban them permanently as they are totally nuisance.

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

Zuraidah has been talking abt magical 32k workers for months if not years… got? Takde… lucky bplant is using some of the retired army in its plantations

Posted by brianklc > 2022-05-31 08:48 | Report Abuse

It’s well documented in its annual report

Posted by brianklc > 2022-05-31 11:14 | Report Abuse

https://www.thesundaily.my/local/malaysia-airlines-to-operate-first-passenger-flight-powered-by-sustainable-fuel-XA9266761

Posted by stockraider > 2022-05-31 11:36 | Report Abuse

One of the best div paying counter mah!

Posted by brianklc > 2022-05-31 13:47 | Report Abuse

Updates- Based on todays announcement, FGV did increase its palm oil futures from 13m (31 Dec) to 49m (31 Mar), resulted a net fair value liability of 10.9m (31 Dec- FV Asset- 1.6m, 31 Mar- FV Liability-9.3m)

Posted by brianklc > 2022-05-31 13:48 | Report Abuse

No wonder the CEO wants CPO to drop, they are gambling! Wonder what’s their short position as of 31 May now?

Posted by Ayambrand > 2022-05-31 14:11 | Report Abuse

hidup zaman sekarang,semua buta dengan wang

Posted by OnTime > 2022-05-31 19:35 | Report Abuse

sp is doing well

Posted by MuttsInvestor > 2022-05-31 19:43 | Report Abuse

Jet Fuel now uses 38% of blended CPO)( Surprised !! ) in SAF ( Jet Fuel ). Which is NOT surprising due to HIGH Crude Oil Prices. Crude oil is now at US 117/ barrel. And Expected to go HIGHER as Summer ( Tourist) season starts. Question is HOW MUCH will SAF impact CPO prices now that more CPO will be USED in SAF and MORE SAF would be consumed as more people go on HOLIDAYS overseas. Any SIFU care to hazard a GUESS ?

Posted by MuttsInvestor > 2022-05-31 19:45 | Report Abuse

Did FGV consider the above when the SOLD "Forward" ???

Posted by MuttsInvestor > 2022-05-31 19:57 | Report Abuse

https://knoema.com/data/consumption+jet-fuel Jet Fuel Consumption . See ..... March 2022 data when Covid restrictions have just been lifted. More countries are opening up. Tourism vai Air Flights will grow significantly . Thus that is why MAS are using SAF ( 38% ) for their JET fuel. Other International Airlines WILL do the same as Crude Oil prices are "Insanely HIGH" .

Posted by OnTime > 2022-05-31 20:15 | Report Abuse

good info, I didn't know that before!

Posted by brianklc > 2022-05-31 23:28 | Report Abuse

32k asked for so long, finally 164 coming today…

Posted by brianklc > 2022-05-31 23:29 | Report Abuse

https://www.theedgemarkets.com/article/indonesia-cancels-plan-send-workers-malaysias-palm-plantations

Posted by brianklc > 2022-05-31 23:29 | Report Abuse

Nope, not even getting 1… malu apa bossku…

Posted by brianklc > 2022-05-31 23:33 | Report Abuse

Indonesia might as well keep the workers to harvest Indonesia PO instead. However, labor issue impact to bplant is less severe compared to others…

Posted by HuatHuat188 > 2022-06-01 09:14 | Report Abuse

the 164 one original is for SIMEPLT one....

Posted by brianklc > 2022-06-01 09:32 | Report Abuse

The 32k is based on queue system… So it goes back to zero now.

Posted by OnTime > 2022-06-01 10:23 | Report Abuse

1 more week to ex-date. just love the dividend payout

Posted by dick20 > 2022-06-02 08:36 | Report Abuse

https://www.theedgemarkets.com/article/mpoc-malaysia-palm-oil-prices-seen-trading-above-rm6000-2022

Posted by dick20 > 2022-06-02 08:37 | Report Abuse

MPOC pegged Malaysia's benchmark palm oil prices to remain between RM6,500-RM6,800 until the end of July, and ease to RM6,300-RM6,500 until September due to the resumption of Indonesian exports, Mohd Izham said.

"A price correction for all vegetable oils is expected to take place by late 4Q of 2022 but palm oil will likely be traded above RM6,000 per metric tonne," he added.

Posted by abcb > 2022-06-02 11:45 | Report Abuse

Indonesia cancels plan to send workers to Malaysia's palm plantation

Posted by OnTime > 2022-06-02 13:27 | Report Abuse

I am happy for rm6k per ton for the rest of 2022

Posted by Plantermen > 2022-06-02 15:08 | Report Abuse

In year 2008-2009 the highest CPO price achieved was at MYR $4,150 per tonne. Anything above $4,000 per tonne is deem as super or superb abnormal profit level for the planter's. Now we can understand why a few listed companies was completely taken surprised by the bullish of the market { to lock in all their forward sales against their production } certainly not BPlant or HSP. The average traded price for May CPO is at $ 6,873 per tonne {highest for the past 5 months}
Jan. $ 5,354 Feb $5,930 Mar. $ 6,867 Apr $6,249

Yesterday physical CPO was reported and trade between a high of $6,700 and a low of 6,560 per tonne for June and July deliveries

Posted by Silemak > 2022-06-02 15:43 | Report Abuse

Expect record profit for Bplant and dividend for 2nd interim!!!!

Posted by brianklc > 2022-06-02 17:05 | Report Abuse

Planterman, how physical for Jul being delivered on 1 Jun?

Posted by calvintaneng > 2022-06-02 20:20 |

Post removed.Why?

Posted by Plantermen > 2022-06-02 23:56 | Report Abuse

Common for physical traders to buy and sell 2-3 months CPO forward delivery position. Trades reported to MPOB on 1st June {yesterday} cover June delivery and July delivery month. All cpo trades are required by law for registration with the MPOB board.

Same goes for Indonesia. Gapki is the Indonesia Board similar to our MPOB board. According to news report Indonesia has issued permits to 18 companies for the export of RBD palm oil {88,000 tonnes} and palm olein {90,000 tonnes} . But none for crude palm oil shipment. Shipment & vessel dates normally differs and varies between Europe { Rotterdam} and India Sub Continent port of calls. Currently port congestion, tight shipment schedule and limited vessel calling is a norm.

Posted by stockraider > 2022-06-03 07:41 | Report Abuse

Bplant the best rewarding Plantation stock loh!

Posted by stockraider > 2022-06-03 07:46 | Report Abuse

What is the key diff in ownership & management between Bplant V Jtiasa leh ?
Bplant reward its shareholders by distributing reasonable dividend whereas Jtiasa siphoned cash & profit for its own major shareholder profit mah!

In other words even if Jtiasa going to make good profits, they are not going to share any with u loh!

On the other hand, u can rely on Bplant for its good corporate governance mah!
And right now Bplant is actually making more monies than Jtiasa loh!

Posted by OnTime > 2022-06-03 10:05 | Report Abuse

only buy plantation stocks that share their profits and give (generous) dividends!

Posted by Jonathan Keung > 2022-06-03 10:31 | Report Abuse

Certain listed companies have a bad habit of hoarding excess cash and instead not paying any dividends or only peanuts to their minorities. Instead they used the monies and siphon off to other business which they have proposed .they keep forgetting that the monies earned from the existing business should be earmark and shares with their shareholders.

Posted by Silemak > 2022-06-03 11:09 | Report Abuse

So far Bplant is the most generous compare to some so call undervalue stock…. low pe, high nta yet never give any div!!!

Posted by Plantermen > 2022-06-03 12:15 | Report Abuse

Recent dividend announcement
Bplant. 7.3 sen, Innoprise 6.0 sen, KM loong 5.0 sen, HSPlant 0 sen, Genplant 4.0 sen, SOP 6.0 sen, just a snapshot on the plantation. Look at their prices and yield. Not a buy call just my own view.

Posted by Luen07 > 2022-06-03 14:09 | Report Abuse

最怕公司不务正业，把赚到的钱，又投资其他产业。你要高股息，可能要再等五年十年了。

Posted by stockraider > 2022-06-03 14:20 | Report Abuse

Small cikku like Bplant can propose div 7.3 sen...very impressive mah!

Posted by stockraider > 2022-06-04 16:54 | Report Abuse

Long run can never get it wrong....when u invest inflation protection of food production & plantation land which has only a finite limited supply mah!

Lu tau boh ?
Alot of olang kaya....protectt themselves this way mah!
Thats why u call them LANDLORD MAH!

Posted by stockraider > 2022-06-04 17:02 | Report Abuse

Very True loh!
General Raider use to be poor loh!
I was a despatched boy just earning Rm 180 per mth loh!

Thru hardword & abit of intelligent to capitalize on opportunity thru business and invest my savings diligently & prudently....Raider manage accumulate a good amount of wealth sufficiently thru investment and today if raider retire....should be able retire comfortably loh!

Yes no one should be poor loh!

If they are hardworking & look out for opportunity & manage their savings prudently loh!

Posted by chowwei > 1 day ago | Report Abuse

If You Born Poor
It's Not Your Mistake,
But If You Die Poor
It's Your Mistake,
---> Bill Gates <---