Posted by rohank71 > 2023-08-08 22:53 | Report Abuse

tomorrow will break 1.20. Next target 1.30

Posted by sg999 > 2023-08-09 00:52 | Report Abuse

All in call warrant lo

Posted by ChloeTai > 2023-08-09 08:33 | Report Abuse

@ sg999, good that you buy call warrants. Short term it is better than mother share.

Posted by ChloeTai > 2023-08-09 09:22 | Report Abuse

Hmmm, go back to last time. Everyday 1.08, now everyday 1.18. I may take a few days to break 1.2. Hopefully, there is a deal.

Posted by Johnzhang > 2023-08-09 09:55 | Report Abuse

Just be mindful that call warrant CJ and CG is already trading at significant premium.
CJ's cash settlement based on current mother's price of $1.18 is merely 3.3 sen while CJ was last traded at 14.5 sen .
CI's cash settlement based on mother's $1.18 is only 4.3 sen while its last traded at 13.0 sen.

Posted by joecool32 > 2023-08-09 13:14 | Report Abuse

$1.18 - 0.68 = $0.50; $0.50 /2 = $0.25
CG warr last price = $0.255

Hi Johnzhang, I don't see much premium on CG. Any mistake on my calc above?

Posted by sg999 > 2023-08-09 14:12 | Report Abuse

CG low premium because near expiry

Posted by ChloeTai > 2023-08-09 15:14 | Report Abuse

Today (9-8-23) before 5 pm, all contra players for the huge volume and price hike on Monday (7-8-23) must sell. If not, force selling on Thursday before 12 pm.

Posted by ChloeTai > 2023-08-09 15:23 | Report Abuse

The general election results is expected that PN will win in Kelantan and Terengganu. PH_BN is expected to win in Penang, Selangor and Negeri Sembilan. Kedah is 50-50. If PH_BN can win in Kedah, then it is a bonus to PH_BN.

Posted by ChloeTai > 2023-08-09 15:28 | Report Abuse

I believe a bull market in KLSE will start in the second half of 2023.
This bull market will last a long one since KLSE was in a bear market in the last 10 years.
KLSE cannot be a bear market permanently, it is too long, a bull market will come back soon.
We should see the light at the end of the tunnel, a few good signals have appeared.
1. The Malaysian economy expanded by 5.6% in the first quarter of 2023 (Q1 2023), comparing favourably with regional growth such as Indonesia (5%), China (4.5%) and Vietnam (3.3%). The Q1 2023 growth performance contributed strongly towards the achievement of the 2023 whole year forecast of 4.0% to 5.0%. To me it is good news and it should benefit the performance of KLSE.
2. I believe our unity government will perform well in the 6-state elections to convince all investors that the worst is over. No more perception of unstable federal government.
3. The latest report on US dollar index, the index falls below 100 points. It means the USD will drop further against RM. The conversion of USD to RM is at 4.53 today. It means foreign funds will stop to flow out from KLSE.
4. The economic data of Malaysia showed a big improvement in May 2023, the inflation rate is reduced to 2.8% which is a good news to KLSE.

Good luck to all investors, hope a bull market starts in KLSE soon to help all readers to make a lot of money in the next 2 years.
Hope to see more millionaires are produced in KLSE, do not believe other stock markets are always better than KLSE.
It is a matter of timing only.
Thank you.
Ooi Teik Bee

Posted by ChloeTai > 2023-08-09 15:31 | Report Abuse

Historically, the Malaysia Stock Market (FBM KLCI) reached an all time high of 1896.23 in July of 2014.
Ooi Teik Bee

Posted by ChloeTai > 2023-08-09 16:03 | Report Abuse

US Federal Reserve and major central banks are at tail end of the current monetary policy tightening cycle amid easing inflationary pressures and this will boost global share markets.

hng33

Posted by ChloeTai > 2023-08-09 18:04 | Report Abuse

Dear calvintaneng, the coming 2nd quarter results of BPLANT is expected to drop due to the price decline of CPO (Crude Palm Oil) and small percentage of FFB (Fresh Fruit Bunches), right? The surge in its share price is only due to speculation that it would be privatised, right?

Posted by calvintaneng > 2023-08-09 18:36 | Report Abuse

Chloe Tai

Yes you are correct

Posted by calvintaneng > 2023-08-09 20:00 |

Post removed.Why?

Posted by wallstreetrookieNEW > 2023-08-09 20:11 | Report Abuse

Crude palm oil prices face an upside risk due to the continuing Russia-Ukraine war, Affin Hwang IB analysts Nadia Aquidah, Steven Chan and Andrew Lim say in a note. Uncertainties due to the war can disrupt global grain supply, pushing vegetable oils prices higher, they say. Global warming can also disrupt crop production yields and make prices volatile, they add. The analysts maintain CPO price estimates for 2023 at MYR3,800/ton-MYR4,000/ton and for 2024 at MYR4,200/ton-MYR4,400/ton. They reckon that the plantation sector's earnings will grow by around 4%-5% with every MYR100/ton increase in CPO prices. They maintain a neutral rating on the sector and select Kuala Lumpur Kepong and Jaya Tiasa Holdings as their top picks

Posted by calvintaneng > 2023-08-09 20:22 |

Post removed.Why?

Posted by calvintaneng > 2023-08-09 20:24 | Report Abuse

bplant at Rm1.19 is no longer cheap like 57 sen in year 2021

since then bplant also gave out more than 20 sen dividend

Posted by ChloeTai > 2023-08-09 21:10 | Report Abuse

Dear calvintaneng,
How big is the probability (in percentage) of Stage 7 (LTAT outright sale of BPlant)? You are a big investor of plantation stocks.

Posted by Johnzhang > 2023-08-09 21:15 | Report Abuse

Hi Joecool32,
There is typo error. It should be CI instead of CG. You will notice that the calculation i made in the same posting is for CI, not CG.

Johnzhang wrote on 9/8/23:
Just be mindful that call warrant CJ and CG is already trading at significant premium.
CJ's cash settlement based on current mother's price of $1.18 is merely 3.3 sen while CJ was last traded at 14.5 sen .
CI's cash settlement based on mother's $1.18 is only 4.3 sen while its last traded at 13.0 sen.

Posted by Johnzhang > 2023-08-09 21:41 | Report Abuse

Hi Calvin,
Bplant will remain 70-80 sen now if there is no impending M&A to unlock value. The process in on going and advising your followers to switch out now is not very sound UNLESS you are quite certain that the M&A will not come to fruition! Otherwise, you are asking your followers to abandon their great race at the last lap.

How do you justify that Jtiasa, THplant and TSH are "cheap". Jtiasa, Thplant and TSH will remain "cheap" for a long time without M&A in sight! All these 3 plantations mentioned by you are NOT cheap in term of earning potential, consistency of dividend yield and most importantly management quality. Solely by looking at CPO operations , SOP, Taann, Hsplant , IOI, KLK etc are more superior in term of all the parameters I mentioned above.



Calvintaneng wrote on 9/8/23:
Since palm oil investing is quite simple and transparent the best time to buy bplant was at stage 3 to stage 4.
when high cash from fruitful harvest starts to pay down borrowing and land bank prices up after development in the direction of growth reaches those palm oil lands and they become too valuable for planting

now Bplant has reached stage 6 and 7 and all can see value being unlocked
but to buy now is now longer cheap at Rm1.19 ( was only 57 sen in year 2021)

that is why it is safer and better to buy Thplant, Jtiasa and Tsh resources and others when they are still at Stage 3 & 4 while prices still cheap and undemanding

Posted by ChloeTai > 2023-08-09 21:43 | Report Abuse

YTL believes the current government will return to business and accelerate project flows post the state elections.

“The bid for Boustead Plantations is related to the expansion of YTL data centre business,”

It is like time bomb. Another 12 market days needed to break RM1.20. (Last time it took 13 market days to break RM1.10). But that is not what I want. I want privatization of BPlant where the price shoots up to above RM2.00.

Posted by calvintaneng > 2023-08-09 22:12 | Report Abuse

John

I did not tell Eagle Group to sell all Bplant to buy Thplant, Tsh resources and Jtiasa

I told them to sell some and keep some for higher prices

My Johor Sifu used to teach this

say buy 100 lots or 1000 lots of a value share

then hold and if price doubled up 100% then sell 50% or half to get back original cost and the rest will be free shares for life

as for Thplant, Jtiasa and Tsh resources they are large plantation and owners just like Bplant

of course we are aware their earnings might not match Innoplant, Klk or Uplant

but we are Value investors first and foremost then second is growth

Posted by ChloeTai > 2023-08-09 22:13 | Report Abuse

Boustead Holdings Bhd has clarified on June 20 that it has not entered into any agreement to sell its 57% stake in Boustead Plantations.

The term used is "has not" and not "has called off". Everyday seeing the price of BPlant fluctuating between RM1.17 to RM1.19 is very stressful.

Posted by calvintaneng > 2023-08-09 22:19 |

Post removed.Why?

Posted by calvintaneng > 2023-08-09 22:21 | Report Abuse

Chloe

definitely stressful for swing traders who came in late but for longer term Investors bought cheap early there is no stress at all

Posted by calvintaneng > 2023-08-09 22:28 | Report Abuse

No one knows ultimately how long and when Bplant will sell more lands to unlock value or be sold off in total outright like Ijm corp sold Ijmplant to Klk

it will take time

time is always on the side of value investors and not margin or contra traders

Posted by ChloeTai > 2023-08-09 22:37 | Report Abuse

Maybank Investment Bank analyst advised shareholders "to hold out for a potential general offer".

Posted by Dakewlest > 2023-08-09 22:54 | Report Abuse

Chloe, can share the link to the MIB’s advice?

Posted by ChloeTai > 2023-08-10 07:10 | Report Abuse

@ Dakelest, can you please key in 'Wilmar to bid for bplant' in Google Search.

Posted by ChloeTai > 2023-08-10 07:20 | Report Abuse

US markets all red red, waiting for CPI data. I am surprise why the concensus (expectation) is 3.3. Previous month it had dropped from 4.0 to 3.0, and now it is 3.3 which is higher than 3.0.

Posted by speakup > 2023-08-10 07:42 | Report Abuse

releks kak. nothing to worry about

Posted by ChloeTai > 2023-08-10 09:21 | Report Abuse

Break 1.20 only for 1 second. Then go back down.

Posted by 5354_ > 2023-08-10 10:06 | Report Abuse

60 sen(52 week low) to RM 1.2 already 100% gain. Is it all CPO counters also gain 100% like B Plant? Can B Plant further gain 50-100% bec CPO jump to 5-6K?

Posted by joecool32 > 2023-08-10 10:45 | Report Abuse

Hi Johnzhang, Thanks for the clarification. I hold a chunk of the CG warrant so a bit excited. I appreciate the warning to the forum re the risks of the other call warrants. Pragmatic and well intended advice.

Posted by Yippy68 > 2023-08-10 11:38 | Report Abuse

Cort 60 sen . Try to sell 50% at 1.20 for foc of the rest. Johore sifu wsy

Posted by Yippy68 > 2023-08-10 11:39 | Report Abuse

Cost

Posted by Yippy68 > 2023-08-10 11:42 | Report Abuse

No one can predict any of the deal can be successful . If all invalid. Price will fall back to 70 sen. Take profit is the safest

Posted by ChloeTai > 2023-08-10 14:07 | Report Abuse

T + 3 for Monday's surge over. See how it goes.

Posted by ken > 2023-08-10 15:13 | Report Abuse

if you buy a little earlier, below rm1..just close eye wait for div.. don't care the market movement..unless you still want to add..

Posted by ImLearningFromSifu > 2023-08-10 15:48 | Report Abuse

welcome back to bplant for myself
hahaha

Posted by Dakewlest > 2023-08-10 17:34 | Report Abuse

Speakup, kakak risau sebab dia beli banyak saham bplant. ;)

Posted by ChloeTai > 2023-08-10 17:41 | Report Abuse

Sold all at 1.18. Shift to HUMEIND.

Posted by calvintaneng > 2023-08-10 18:06 |

Post removed.Why?

Posted by calvintaneng > 2023-08-10 18:07 |

Post removed.Why?

Posted by Dakewlest > 2023-08-10 19:19 | Report Abuse

Kakak, so fast move on? Good luck.

Posted by calvintaneng > 2023-08-10 22:20 | Report Abuse

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

Posted by calvintaneng > 2023-08-12 07:08 | Report Abuse

How come so quiet here?

Remember, the Story of Bplant not finished yet

Posted by sg999 > 2023-08-12 18:56 | Report Abuse

Coming soon take over price rm2.5? LIMIT UP LIKE IJMPLANT

Posted by Heavy987 > 2023-08-12 18:59 | Report Abuse

Last time during IJMplant take over limit up??