Posted by brianklc > 2021-03-25 11:46 | Report Abuse

Look at its taxation, they build a buffer there too

Posted by DickyMe > 2021-03-25 11:48 | Report Abuse

Once high flyer, now became pariah stock.

Bangsat management managed by bangsats

Posted by Davidl > 2021-03-25 12:02 | Report Abuse

Time to accumulate!

Posted by brianklc > 2021-03-25 14:09 | Report Abuse

Dicky, the new management will make bplant great again!

Posted by Plantermen > 2021-03-25 15:15 | Report Abuse

GST tax refund of 37 million +{ BPlant}

Posted by Johnzhang > 2021-03-25 19:33 | Report Abuse

@Calvintaneng, I agree to a number of your stock recommendations and they are are often based on Balance sheet strength of the companies. In some cases , you don’t care much of the business prospect eg Talam , Dutaland etc .. i think it is good that you look into both balance sheet , business prospects and track record as selection criteria.
Also, you tend to over promote or over sell the stock . Very good example is Bplant. When you do that it make you a ‘ snake oil salesman’. You just need to state your facts and opinions and that’s it,
No offense pls . Just my friendly advice.

Posted by Plantermen > 2021-03-26 08:23 | Report Abuse

If the fundamental's are solid it's matter of time the market will reprice the counters. remember the early stages of the Glove mania where nobody believes the covid pandemic could rewrite the glove sector outlook. Cpo prices have been trending & creeping upwards starting in June 2020 and hit the $3, 000 per tonne in early September but analysts have not upgrade or raised the sector outlook. Since February 2021 {CPO prices} have surge past the $4,000 per tonne mark. Yet the plantation sector have not the reap the benefit from the uptrend. Cpo prices is at their 12 or 13 year high { yet plantation counters are still mirroring in the 2018/2019 price range { CPO sector was at the doldrum when prices was averaging between $2,300 - $2,500 level } versus today price range of $4,000 per tonne. Plantation companies needs to change their strategy and reward the suffering minority by rewarding good dividends { instead of conserving their cash reserve} Any directors reading this article. higher dividend will indirectly upgrade your company share prices

Posted by brianklc > 2021-03-26 10:28 | Report Abuse

I beg to differ, let bplant keep the money to pay off their loan first... as it’s eating up their earnings... thn only talk abt high dividend... perhaps a surprise prai land sale will solve the problem...

Posted by Aurora13 > 2021-03-26 12:34 | Report Abuse

Damn huge selling queue at 595 can't move up cross 600

Posted by brianklc > 2021-03-26 13:01 | Report Abuse

Purposely 1... after tht it might go slightly down before it spring...

Posted by Plantermen > 2021-03-26 15:52 | Report Abuse

Bplant Estate at Trong, Perak call the TRP Estate. Big Estate with own oil Mill

Posted by brianklc > 2021-03-26 17:16 | Report Abuse

Trong Oil Palm Estates sb is not bplant subsi la

Posted by Parksonguy > 2021-03-27 13:48 | Report Abuse

If bplant so cash rich many millons of land. Please don't wait privatise itm

Posted by KAQ4468 > 2021-03-27 16:45 | Report Abuse

1 ringgit kasi mari

Posted by KAQ4468 > 2021-03-27 23:58 | Report Abuse

Tanam sawit berbuah duit

Posted by KAQ4468 > 2021-03-27 23:58 | Report Abuse

Apa lagi mau

Posted by KAQ4468 > 2021-03-29 10:22 | Report Abuse

Cun

Posted by uptrending > 2021-03-29 21:45 | Report Abuse

Boustead Plantations seen as prime privatisation target | The Star
https://www.thestar.com.my/business/business-news/2020/09/22/boustead-plantations-seen-as-prime-privatisation-target

Posted by KAQ4468 > 2021-03-30 01:01 | Report Abuse

Itu 2020 punya surat khabar la oiii

Posted by uptrending > 2021-03-30 09:50 | Report Abuse

Land value would only increase over time.
The story is still "laku" for years to come until it is realised.. :)

Posted by calvintaneng > 2021-03-30 13:39 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3143218

Mj perak up 6.5% simply by Assets revaluation and booked 13 sen as profit



ALL PLANTATION STOCKS IS REVALUE LAND ASSETS WILL SEE 5X to 8X EXTRA PROFITS EASILY

BPLANT SIITING ON PRIME LANDS NEAR PRAI PENANG STILL GOT ANCIENT BOOK VALUE

Posted by brianklc > 2021-03-30 14:27 | Report Abuse

I don’t think bstead have the cash flow to do it... BUT LTAT definitely has... anyway, this is long more to go, don’t bank on this... just look at current and mid term, definitely bplant can pare down its loan n reduce it’s sunk interest cost...

Posted by Jonathan Keung > 2021-04-01 07:05 | Report Abuse

Soybeans and corns all closed limit up

Posted by calvintaneng > 2021-04-01 15:17 | Report Abuse

TOP 10 REASONS WHY PALM OIL WILL GO INTO A MULTI YEAR BULL RUN SOON, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-04-01-story-h1543104260-TOP_10_REASONS_WHY_PALM_OIL_WILL_GO_INTO_A_MULTI_YEAR_BULL_RUN_SOON_Cal.jsp

Posted by KAQ4468 > 2021-04-01 18:37 | Report Abuse

Cantekkkkkk

Posted by brianklc > 2021-04-01 22:06 | Report Abuse

CPO bull run yes, but CPO shares seems like turtle crawl leh... sometimes even on reverse gear

Posted by awxm2021 > 2021-04-03 15:26 | Report Abuse

bplant gogogo fly to the moon!!!

Posted by Beltland > 2021-04-03 17:42 | Report Abuse

On your mark, get set.........................PIAN !!! ????nearer n nearer !!!!

Posted by crocrider > 2021-04-04 00:30 | Report Abuse

https://www.malaymail.com/news/malaysia/2021/04/02/signing-of-mou-between-malaysia-china-signal-both-countries-readiness-for-p/1963300

*The discussion also centered around the future expansion of the Malaysian Palm Oil trade with China, said Hishammuddin, adding that Malaysia is pleased with Beijing’s commitment to open up the Red Palm Oil (RPO) segment of the Chinese market with the new Group Standard for RPO.

“I understand Malaysia is the only nation that produces RPO, so it is my sincere hope that Malaysian exporters will grasp this golden opportunity to export RPO to China,” he said.*

Posted by Davidl > 2021-04-05 12:51 | Report Abuse

Time to accumulate!

Posted by awxm2021 > 2021-04-05 18:46 | Report Abuse

tmr will buy more if turn red.

Posted by brianklc > 2021-04-09 14:37 | Report Abuse

On reverse gear again, damn!

Posted by Kishin Sham Mahtani > 2021-04-10 10:42 | Report Abuse

this counter makes no sense, dropped from 1.2 high to 57 cents over 2 years but Net Asset Per share same....so what is the sentiment as now paying dividend again.....

Posted by Beltland > 2021-04-10 19:01 | Report Abuse

This is a GLC syariah counter whereby private goreng syndicate cannot pick up to goreng ,unfortunately Tabung Haji n Lembaga Angkatan Tentera fund is dried up,so , no power to push up !!!!!

Posted by calvintaneng > 2021-04-10 21:23 | Report Abuse

KUALA LUMPUR (April 5): Scientex Bhd is acquiring three pieces of freehold agriculture land in Penang for RM246.67 million.

The group said in a bourse filing that its wholly-owned subsidiaries Scientex Quatari Sdn Bhd and Scientex (Skudai) Sdn Bhd had entered into two sale and purchase agreements in relation to the proposed acquisition.

The first agreement is to acquire a piece of freehold agricultural land at Seberang Perai Utara, measuring approximately 82.84 hectares for RM147.13 million.

The second agreement is to acquire two pieces of freehold agricultural land at Seberang Perai Utara with an aggregate area of approximately 560,492 square meters for RM99.55 million.

The proposed acquisitions will be funded by internally-generated funds and bank borrowings, it said.

Scientex also said the proposed acquisitions represented a strategic investment opportunity to increase and boost the existing landbank of the group.

It said the positive response received by Scientex for its maiden development located at Tasek Gelugor, Penang indicated there was still strong and robust demand for affordable homes in Penang and Scientex intends to leverage on this demand to further expand its affordable homes brandname to other parts of Penang.


The Land is Located in Tasek Gelugor

82.84 hectares for Rm147.13 Millions

Let's calculate cost acre


To convert hectare to acre multiply by 2.471

So 82.84 x 2.471 = 204.687 acres

Now divide Rm147,130,000 by 204.687

= Rm718,804

SO SCIENTEX IS PAYING RM718804 PER ACRE


NOW GO SEE BPLANT

PROPERTIES OWNED BY BPLANT

TO BE CONTINUED

Posted by calvintaneng > 2021-04-10 21:36 | Report Abuse

From ANNUAL REPORT OF BPLANT

Properties owned by Bplant

Malakoff Estate, Tasek Glugor,
Pulau Pinang
562.3 hectares Oil palm estate Freehold 64.2 Millions

Here we see Bplant also got 562.3 Hectares of Palm oil estates in TASEK GELUGOR LOCATED IN SEBERANG PRAI NORTH

How much per acre

562.3 x 2.471 = 1389.4433 acres

To get the cost divides Rm64,200,000 by 1389.4433

= Rm46,205 per acre

So how much is current price Scientex paid for Tasek Gelugor lands

Answer: Rm718,804

How many Times (X) More

718,804 / 46,205 = 15.34 X more if Revalued now

To be continued

Posted by calvintaneng > 2021-04-10 21:40 | Report Abuse

What is the Total Current Value of Tasek Gelugor lands

1389.4433 acres x Rm718,804

Rm998,737,401

To be continued

Posted by calvintaneng > 2021-04-10 21:45 | Report Abuse

What is the Cash Value?

Divides Rm998,737,401 by Rm27,455,000 and multiply by 1.23

= 44.74 sen per share CASH

Since BPlant is 57 sen

How many %?

44.74 / 57

78.49%

BPLANT ALSO GOT MANY MANY PLANTATION LANDS IN KULIM AND KEDAH WHERE TUN DR M & FAMILY ARE BUILDING AN AIRPORT FOR COMMERCIAL GOODS

SO ALL BPLANT LANDS ARE OF IMMENSE VALUE AS WELL

To be continued...

Posted by calvintaneng > 2021-04-10 21:52 | Report Abuse

ONE MORE INTESRESTING DISCOVERY


Taiping Rubber Plantation Estate,
Trong, Perak
1,347.8 hectares Oil palm estate &
palm oil mill
Freehold 74.4 Millions

BPLANT GOT 1,347.8 HECTARES OF PALM OIL LANDS IN TRONG, TAIPING VALUED AT RM74.4 MILLIONS

How much per acre?

1,347.8 x 2.471 = 3,330.41 Acres

To get per acre divide price by land

= Rm22,339 per acre

Now what is the Current Market Price of lands in Trong Taiping?

See Spritzer

To be continue....

Posted by calvintaneng > 2021-04-10 21:58 | Report Abuse

KUALA LUMPUR (March 25): Spritzer Bhd is acquiring an agriculture land near its existing mineral water plant in Air Kuning, Taiping for RM76. 11 million, to set up a new plant. The group said the 1,228-acre land, planted with oil palm trees, belongs to Trong Oil Palm Estates Sdn Bhd.25 Mar 2021 https://www.theedgemarkets.com/article/spritzer-buys-agriculture-land-taiping-set-new-mineral-water-plant#:~:text=KUALA%20LUMPUR%20(March%2025)%3A,Oil%20Palm%20Estates%20Sdn%20Bhd.

Here we see Spritzer paid Rm76.11 Millions for 1,228 Acres of land in Trong, Taiping (same place Bplant own lands)

How much?

Divide price by land cost

=

Rm61,798 per acre

How much Bplant?

Rm22,339 per acre

So how many times more if current value?

61798/ 22339

= 2.76 Times (X) more

Posted by calvintaneng > 2021-04-10 22:06 | Report Abuse

How much if cash value?

Rm205.7 Millions divides by Rm27,455,000 x 1.23

9.21 SEN

ADD 44.74 for TASEK GELUGOR LANDS

= 53.92 SEN

Since Bplant is 57 sen that is 94% CASH ALREADY

Now check again VERY VERY CAREFULLY

Taiping Rubber Plantation Estate,
Trong, Perak
1,347.8 hectares Oil palm estate &
palm oil mill

IT SAYS

"1,347.8 Hectares Plantation Estate Trong, Perak

& PALM OIL MILL

YES!!! PALM OIL MILL

ACCORDING TO FGV EACH MILL COST IS RM60 MILLIONS

SO ALL THE HIDDEN AND OPEN ASSETS OF BPLANT ADDS UP

DO YOU THINK BPLANT IS UNDERVALUE?

REGARDS

Calvin Tan Research

Posted by vincent555 > 2021-04-11 19:52 | Report Abuse

我是从事油棕业上游工作的，FFB的产量在1，2月是非常的少，但在3 月份有回升，4月份的产量开始快速增长，掂我们所知现在每个提炼厂都很忙碌，如果FFB 的高产量能持续到5月份, 再配合现在的CPO 价格，那plantation 4,5,6 月份的quarter report 应该会很漂亮。

Posted by Leesk > 2021-04-11 22:21 | Report Abuse

yes undervalue as it account the plantation land base on costs

Posted by calvintaneng > 2021-04-12 18:00 | Report Abuse

EXCELLENT TURNAROUND

FEB FFB WAS 55,000 TONNES

MARCH IS 64,000 TONNES

AN INCREASE OF 16%

PLUS CPO PRICE ALSO ALL TIME HIGH ABOVE RM4,000 A TONNE NOW

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3147141

Posted by calvintaneng > 2021-04-12 22:17 | Report Abuse

PALM OIL JEWEL: BPLANT OR BOUSTEAD PLANTATION (5254) BPLANT HAS DEEP VALUE ASSETS AND INCREASING EARNINGS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE.jsp

Posted by Plantermen > 2021-04-13 09:37 | Report Abuse

Cpo breach $4,270 per tonne record but plantation counter { prices} still lethargic & struggling to gain momentum

Posted by lovreblue > 2021-04-13 11:37 | Report Abuse

Bplant price up slow bcoz of shares flow too less, everyday total transaction not more than 1m. Both buy n sell also very less investor, so price hard move forward.

Posted by brianklc > 2021-04-13 16:04 | Report Abuse

Haiyaa... reverse gear again!

Posted by awxm2021 > 2021-04-13 16:59 | Report Abuse

today top up a bit.
bplant gogogo

Posted by awxm2021 > 2021-04-13 17:08 | Report Abuse

Calvin sifu, thanks for your good comment.