Posted by Johnzhang > 2022-08-26 08:50 | Report Abuse

Heatwave and serious draught all over the places is damaging food crops/yield . CPO price shall improve from today's $4,300 to $5,000+ soon . The almost USD600 price gap between CPO and SBO and shortage of fuels in Europe are some of the reasons for CPO price hike as soon as inventory buildup in Indonesia from export ban has eased. Just my view.

Posted by brianklc > 2022-08-26 14:27 | Report Abuse

Indonesia export levy waiver ends 31 Aug.

Posted by Letsfly > 2022-08-26 21:10 | Report Abuse

Yes.. John in definitely right on the serious drought across the globe. The problem not only affects agriculture but also severely affects livestock... Not sure if there are any concerns that will trigger a domino effect or not due to the bad weather.

Posted by Johnzhang > 2022-08-27 05:41 | Report Abuse

Chicago soybean futures rose past $16 per bushel in late August, the highest in over two months, amid concerns of poor growing conditions in the US and higher import demand from major consumer China. Heatwaves in the American Midwest hampered the supply outlook on the current crop, as weather forecasts still do not favor clear indications of rain for the coming days. In the meantime, record-setting heatwaves for multiple Chinese regions damaged the incoming crop, driving grain traders to enter international soybean markets.

Posted by Johnzhang > 2022-08-27 09:38 | Report Abuse

Don’t write off good plantation stocks yet .

As at 25/8/22, CPO fob Malaysia was usd1,069/mt. SBO ex Rotterdam was usd1,655/mt. CPO was ridiculously cheaper by usd586/mt !
When CPO stock pressure ease in Indonesia soon , the price gap should narrow to usd200/mt with CPO price potentially increase by usd386/mt or RM1,700/mt. This shall bring CPO back to around RM6,000/mt.
SBO price has little chance to go down with weather havoc in Europe, China and U.S.

Posted by Johnzhang > 2022-08-28 06:56 | Report Abuse

(Aug 27): Europe’s fertiliser crunch is deepening with more than two-thirds of production capacity halted by soaring gas costs, threatening farmers and consumers far beyond the region’s borders.

Russia’s squeeze on gas shipments in the wake of Moscow’s invasion of Ukraine is hurting industries across Europe. But fertiliser companies are being especially affected because gas is both a key feedstock and a source of power for the sector.

Wholesale fertiliser prices, which fell back after climbing to multiyear highs following Russia’s assault, are rising again as European Union producers curb capacity. Ammonia prices in Western Europe have surged over the last two years, according to data by Bloomberg’s crop nutrient analysis company Green Markets. Dwindling supplies will keep prices elevated, threatening productivity as farmers are forced to scale back their use of the key nutrient. That in turn will hit consumers as food inflation accelerates.
—————————-
That means lower production of edible oil crops too.

Posted by stockraider > 2022-08-28 10:05 | Report Abuse

Yes buy more bcos every qtr pays min div at least 2 sen....4 qtr at least 8 sen mah!
That means 10% return base on div alone.....very attractive mah!

Plus plantation land is a good hedge agst div loh!
Whats more ? Bplant land alot in good location & can be monetize & convert to Commercial, Industrial & residential Development mah!

Posted by DickyMe10 > 2022-08-28 11:12 | Report Abuse

50 sen coming soon.

Posted by Plantermen > 2022-08-28 11:17 | Report Abuse

Yes. Europe is facing a winter of discontent with high energy cost, possibility of severe winter, gas shortages, industrial production disruption. Last but not the least energy crisis that have impacted their grains production and yields. Spring plantings is below average, shipment of Ukraine grains thru the UN broker deal with Russia, Turkey and Ukraine is at snail pace. This is last year old stocks which was at the port warehouse prior to the February breakout of the military conflict and all the vessels was park and dock at the various seaports. What was not reported that freight insurance cover has sky rocketed and some of the cargoes was pest infested. Russia and Ukraine is the bread basket of Europe. This year crop plantings in Ukraine has and was badly impacted by the Russian invasion especially on the Eastern side. Russia practically now controls all the key sea points at the Black Sea. With the extreme heatwave hitting Europe { Germany, France and UK } the people are hit with high inflation rate. Food prices are trending higher and higher

Posted by stockraider > 2022-08-28 12:12 | Report Abuse

Good news is bio diesel from palmoil is now cheaper than diesel price, which make it viable & profitable to blend diesel with palmoil biodiesel mah!

Posted by Letsfly > 2022-08-28 23:59 | Report Abuse

Indonesia working on pushing ahead with b40 biodiesel.. If the implementation is successful, we may see other countries adopt it too, and demand for cpo will go up.

Posted by 8888_ > 2022-08-29 13:42 | Report Abuse

Why LTAT don't buy back? Not cheap yet?

Posted by Johnzhang > 2022-08-29 20:51 | Report Abuse

Aug 29): Goldman Sachs Group Inc urged investors to pile into commodities as most recession risks coursing through global markets are overblown in the near term, arguing that raw materials stand to rebound amid a profound energy crisis and tight physical fundamentals.

“Our economists view the risk of a recession outside Europe in the next 12 months as relatively low,” analysts including Sabine Schels, Jeffrey Currie and Damien Courvalin wrote in a note. “With oil the commodity of last resort in an era of severe energy shortages, we believe the pullback in the entire oil complex provides an attractive entry point for long-only investments.”

Note : I am bullish on food/CPO and energy

Posted by Golf123 > 2022-08-31 17:34 | Report Abuse

Good discourse by
all, extremely insight

Posted by Jonathan Keung > 2022-09-01 09:47 | Report Abuse

Bill Gates invested in agricultural land the past 2 years. Warren Buffett in renewable green wnergy

Posted by Yippy68 > 2022-09-02 05:36 | Report Abuse

possible below 60 sen. Any comment from Calvin?

Posted by Johnzhang > 2022-09-02 06:33 | Report Abuse

Just beware of con man preying on retailers !

Posted by Johnzhang > 2022-09-02 06:55 | Report Abuse

Do you homework before buy or sell . Do not follow the many fake Gurus out there.

Posted by brianklc > 2022-09-02 09:26 | Report Abuse

Richman, any justifications to ur opinion?

Posted by RJ87 > 2022-09-02 09:30 | Report Abuse

Yes. Good justification.

Now brianklc is interested to attend his class.

Posted by brianklc > 2022-09-02 09:57 | Report Abuse

RJ, everyone can give TP. And those with slightest intelligence can give valid justifications support their TP. BUT, I strongly believed richman who is a man of wisdom can respond n give his justifications…

Posted by RJ87 > 2022-09-02 15:34 | Report Abuse

Then to attend his class and share us his wisdom.

I think real threat is increased top line is not translate to increased bottom line.

Posted by brianklc > 2022-09-03 08:46 | Report Abuse

Man of wisdom had deleted the post? Such a shame, I tot I can learn sth from him.

Posted by stockraider > 2022-09-03 10:11 | Report Abuse

Its cashflow very strong mah!
The borrowing is reducing sharply & the dividend payout are increasing loh!

Posted by Mikecyc > 2022-09-05 05:46 |

Post removed.Why?

Posted by Mikecyc > 2022-09-05 05:47 | Report Abuse

https://www.enanyang.my/node/496939

Posted by Mikecyc > 2022-09-05 05:47 | Report Abuse

【濒海战舰丑闻】莫实得宣告LCS中标书全作废
2022年09月02日

Posted by Plantermen > 2022-09-05 15:07 | Report Abuse

Larry Flink { fund manager} said for long term investor should buy and hold investment{s} that brings in regular income receipts and potential capital gains over longer period of time during this period of time. Unwise to focus on short term

Posted by DickyMe10 > 2022-09-05 20:03 | Report Abuse

50 sen coming soon!

Posted by PlantBull > 2022-09-05 22:17 | Report Abuse

Good.. Come 50 cents I buy more!

Posted by Plantermen > 2022-09-06 09:43 | Report Abuse

Any TP or forward ratio needs to have certain criteria and clarity. Specific research on foreseeable market demand, production or pricing vs other competing oiks have to be meaningful. Not just any prices pluck from thin air at your own fancy . Earnings, foreseeable PE ratio, yield, cash flow or sector earnings and outlook have to be seriously studied before coming out with any targeted TP. Not to mention disposal or potential gain on special land sale. What's their book value vs current market value. Not a buy call but my own personal view. Not forgetting your own risk ratio vs risk reward factor. My own TP price for BPlant ? Well I don't have a magic crystal ball to tell you the price { BPlant in the coming 3 or 6 months} . BPlant is for long term

Posted by PlantBull > 2022-09-06 13:11 | Report Abuse

@Plantermen , you explain so nicely to these people useless la... Best way to answer rubbish is with rubbish...

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

just report abuse and make the account banned.. see how many dicks he can come out with

Posted by PlantBull > 2022-09-06 14:34 | Report Abuse

@brianklc good suggestion.

Posted by StartOfTheBull > 2022-09-06 14:35 |

Post removed.Why?

Posted by ImLearningFromSifu > 2022-09-06 15:06 | Report Abuse

Haha
Sorry… i have to laugh to proof my presence on reading you sifus commenting. Hehe have a great day ahead ya.

Posted by Yu_and_Mee > 2022-09-06 15:10 | Report Abuse

wonder why not see calvin posting here

Posted by Johnzhang > 2022-09-06 18:06 | Report Abuse

Bplant will still be the best dividend yield plantation stock even if CPO stay around $4,000 for the foreseeable future.

Posted by Plantermen > 2022-09-06 21:57 | Report Abuse

Yes. Mr John totally agreed with you.

Posted by Yippy68 > 2022-09-08 03:03 | Report Abuse

@YU and Mee, now Calvin could be busy promoting other counters, he has forgotten his former sweet heart Bplant, no worry, he will appear when CPO hit 6000 a ton. haha

Posted by Jonathan Keung > 2022-09-08 12:01 | Report Abuse

Calvin lambasted by many investors for the many articles he promoted on the oil palm counters . Yet the price hardly moved despite the high CPO prices

Posted by MorningGlory123 > 2022-09-08 13:29 | Report Abuse

Strongly advise all members, stay away from planter stocks

Foresee CPO price will dip below 2,800 for the next 6 months

Most of the global commodities price will wildly adjusted lower soon

Posted by PlantBull > 2022-09-08 15:11 | Report Abuse

@MorningGlory, what is your reason of belief for commodities adjustment?

Posted by brianklc > 2022-09-08 16:12 | Report Abuse

see his past postings, he will just post and gone, only to reuse the id a few months later.. he wont answer u..

Posted by Yu_and_Mee > 2022-09-08 16:15 | Report Abuse

adjusted by calvin and his wendy

Posted by Golf123 > 2022-09-09 16:48 | Report Abuse

The rewards of a long view

Posted by stockraider > 2022-09-10 09:47 | Report Abuse

Collect loh....good div mah!

Posted by SEE_Research > 2022-09-12 12:16 |

Post removed.Why?

Posted by SEE_Research > 2022-09-12 12:32 |

Post removed.Why?

Posted by stockraider > 2022-09-12 12:48 | Report Abuse

Haiiyah Just buy lah!

Just drop 1.5 sen only mah!

Have confidence to collect even more mah!

Very big opportunity loh!