Posted by calvintaneng > 2023-04-03 22:35 | Report Abuse

Fcpo real time rm3900

Posted by investor77 > 2023-04-04 17:33 | Report Abuse

Undervalued at present price with last year div of around 14 cents for 72 cents share !! Big value as 1 acre at Seberang Prai can be sold for 1 million. So if more than 10,000 acres ?

Posted by investor_lauzy > 2023-04-05 15:15 | Report Abuse

Wow this stock has unbelievable div yield for it's current share price

Posted by Johnzhang > 2023-04-08 10:38 | Report Abuse

After settling Boustead (hopefully at higher price), direct my fund to Bplant. I think quicker asset monetisation activities will happen in Bplant satisfying LTAT’s objective of realizing higher shareholder’s value and generating cash which are needed for paring high debts in LTAT and Boustead holdings.
LTAT will effectively control 68% Bplant after Bstead privatization ( 10.6% LTAT + 57.4% thru boustead holdings). Generous dividend payout from Bplant is expect to ease LTAT and boustead debts burden. Just my view

Posted by Johnzhang > 2023-04-14 13:11 | Report Abuse

After privatization of Bstead , LTAT/bstead will revisit the disposal of Bplant??
https://www.bharian.com.my/amp/bisnes/korporat/2021/07/836499/boustead-pertimbang-jual-syarikat-perladangan

Posted by stockraider > 2023-04-15 13:01 | Report Abuse

Still veri veri cheap mah!
Can buy more loh!

Posted by Windy1974 > 2023-04-18 16:02 | Report Abuse

Since Johnzhang is here and John is an expert. Is the price paid for the Sabah estate reasonable? Being an outsider, even i have an answer and know why it's bought at such "reasonable" price. If you don't understand why, then you are too young to invest in KLSE yet

https://www.theedgemarkets.com/node/662787

Posted by speakup > 2023-05-05 07:52 | Report Abuse

doubt Bstead will dispose Bplant, as it is the crown jewel of Bstead
otherwise no point already take Bstead private if sell it's crown jewel

Posted by Bursino > 2023-05-12 09:41 | Report Abuse

BPlant has always announce giving dividend on the 3rd week of May. The share price is creeping up. Is it an indication of another good interim dividend?

Posted by FlyingEagle > 2023-05-12 15:10 | Report Abuse

Slow slow up .....

Posted by stockraider > 2023-05-13 10:22 | Report Abuse

Slow slow up....eventually moving towards Rm 1.00 loh!

Posted by Albukhary > 2023-05-17 10:52 | Report Abuse

Perhaps another 3 sen dividend to be announce soon?

Posted by stockraider > 2023-05-17 11:54 | Report Abuse

Veli steady investment mah!
Every day up little bit loh!

Posted by rohank71 > 2023-05-17 13:17 | Report Abuse

or may be next GO candidate.

Posted by FlyingEagle > 2023-05-19 08:23 | Report Abuse

Ya! diam diam climb climb near to 80sen loh.....

Posted by brianklc > 2023-05-19 09:45 | Report Abuse

any view on how the Qtr results looks like? YoY and Qtr vs Qtr

Posted by brianklc > 2023-05-19 10:11 | Report Abuse

Q1 results is very important, it will be strong yardstick for Q2 and perhaps Q3.

Posted by Johnzhang > 2023-05-22 16:31 | Report Abuse

Q1 operating results may just be breakeven due to low yield season. However, there is about 3 sen gain from small parcel of land disposal. As such , 2-3 sen dividend may still be possible.
We have to look beyond the qtr results.
I seriously think that Bplant will be partially or wholly divested after Bstead Holdings privatization. LTAT just want to be a diversified portfolio investor in Malaysia and global markets.

Posted by Johnzhang > 2023-05-22 16:34 | Report Abuse

News that BP is taking over Pharmaniaga , an Boustead /LTAT company. More divestment is going to come .

Posted by brianklc > 2023-05-22 16:57 | Report Abuse

where does the land disposal comes about? John, its the results that drives the share price.

Posted by brianklc > 2023-05-22 17:03 | Report Abuse

Nur solar gain already recognised in Q422.

Posted by Johnzhang > 2023-05-23 06:11 | Report Abuse

Brianklc, 90% remaining balance was received in Feb 2023. I thought the disposal gain would only be realized upon receiving full payment. I can be wrong in my assumption.

Posted by StartOfTheBull > 2023-05-23 08:39 | Report Abuse

Go check the last cash flow statement.

Posted by brianklc > 2023-05-23 09:29 | Report Abuse

John, gain from disposal is recognised upon completion, not cash basis, no assumption involved, there are specific accounting standards for this. Furthermore, u can see the whole disposal gain in the P&L of Q422. U can’t see the money in cash flow statement as it will only appear in Q123, but the gain is fully recognised in Q422.

Posted by brianklc > 2023-05-23 09:38 | Report Abuse

Just read Page 2,3 of Q422 announcement, gain from disposal and the increase in receivables.

Posted by Johnzhang > 2023-05-23 09:55 | Report Abuse

brianklc, thanks , I learn something new .

Posted by speakup > 2023-05-23 18:35 | Report Abuse

Dividend mali 💪 Yesssssss

Posted by speakup > 2023-05-24 07:20 | Report Abuse

ada dividend, ok lah

Posted by brianklc > 2023-05-24 08:14 | Report Abuse

Yippy, the current profit follows exactly Q123 CPO trend and production. Nothing to be surprised of… but I kind of surprised tht u expected 3 sen dividend. Do u know how much profit to hit to get 3 sen dividend? Assuming 100% payout and 60% payout?

Posted by brianklc > 2023-05-24 08:44 | Report Abuse

Erm… or 3 sen based on the story of bplant pays high div to fund bstead privatisation? Logically, u don’t milk subsi till it needs to borrow more to pay u…

Posted by Tyranny > 2023-05-24 09:59 | Report Abuse

Aiya we all know this guy peepee famous for shit in his brains la wahahahah

Posted by brianklc > 2023-05-25 10:11 | Report Abuse

Hate to say this, but bplant now is in the cycle of bleed slowly till the next quarter announcement. Apr production is 53MT, which is lower than Q1 average of 63MT, and the CPO price for Q1 was RM4,017, Apr average RM4,218, May around RM3,844… Looking at this, bplant at most seems like will end Q2 similar to Q1 if not having minor loss due to inventory value write down.

Posted by speakup > 2023-05-25 10:38 | Report Abuse

Sell land lor

Posted by brianklc > 2023-05-25 10:51 | Report Abuse

Land sales are not their core business, although they have done it so often. They still have to buy land at the same time to ensure sustainability of their plantation business. Hopefully they have some good news/updates to announce during AGM on Sarawak land disposal.

Posted by LubeTrader > 2023-05-25 11:47 | Report Abuse

Any sellers at 60c?

Posted by brianklc > 2023-05-25 12:47 | Report Abuse

Bplant fundamentally is a good company, I think at most it will go back to the price before it being pushed up by sharks to dispose at higher price since 2-3 weeks ago

Posted by brianklc > 2023-05-25 12:48 | Report Abuse

Which is somewhere near jtiasa price

Posted by LubeTrader > 2023-05-26 09:35 | Report Abuse

64 ~ 64.5c

Posted by diamjela > 2023-05-26 10:15 | Report Abuse

may be 60cents?

Posted by DividendGuy67 > 2023-05-27 14:08 | Report Abuse

First interim dividend 1 sen, ex 8 June

Posted by DividendGuy67 > 2023-05-27 14:09 | Report Abuse

Q1/23 EPS 0.23 sen, not enough to cover 1 sen first interim dividend.

Posted by DividendGuy67 > 2023-05-27 14:12 | Report Abuse

"Prospects for Rest of the Year
The Group’s profitability for this year is dependent on the price direction for CPO and crop
production. Palm oil production in the first Quarter of 2023 had been adversely impacted by the
heavy rainfall and flooding phenomenon in parts of Malaysia. However, CPO production is
forecasted to trend higher in second half of 2023 following the expected improvement in weather
condition in the months ahead.
Palm oil prices remained favourable in the first Quarter of 2023 driven by lower production of other
vegetable oil in Ukraine due to ongoing war with Russia, rising biodiesel demand and increase in
edible oil imports by China, among others. Nevertheless, CPO prices are forecasted to weaken in the
second half of 2023 due to expected higher CPO production season, high inventory level and subdue
demand.
The Group is optimistic that the gradual return of foreign workers would lift the FFB yield, which
could partially offset the impact of lower CPO prices and rising costs. "

Posted by brianklc > 2023-05-27 18:43 | Report Abuse

Higher production in 2H23, higher production=lower CPO price. No mention of 2Q23 production and CPO price though, well what is known is Apr production MT and what’s the CPO price 1 Apr till 26 May. Not hard to calculate Q223 profit/loss. Inventory value write down will be a pain too. My personal opinion, Sarawak plantation land need to get rid asap, perhaps to those suitors which have a strong footprint in Sarawak…

Posted by DickyMe > 2023-05-29 11:41 | Report Abuse

30 sen coming very soon!

Posted by speakup > 2023-05-29 12:15 | Report Abuse

U wan buy 30¢ right?

Posted by Tyranny > 2023-05-29 16:19 | Report Abuse

He saying he selling his bum for 30sen.,..used to be more wahahahah

Posted by kutipkutip > 2023-06-09 09:42 | Report Abuse

semalam dump macam nak pengsan , hari ni gap up limit up ! memang boleh jadi gila sapa yang kena !

Posted by abc333 > 2023-06-09 09:46 | Report Abuse

crazy stock

Posted by alyan2806 > 2023-06-09 10:01 | Report Abuse

What happen?

Posted by LubeTrader > 2023-06-09 10:12 | Report Abuse

As the saying goes, No News is Good News