time to go on holiday?

yooh siok!

5+4 = cannot die!

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Added on May 25, 2009, 4:45 pmstill holding how many biji?

This post has been edited by aurora97: May 25 2009, 04:45 PM

nice very nice...

4 days to cap repayment ... very nice to jiak... wakaka..

must be mad cow adi .. nto normal cow.

Krazy North Koreans got nothing better to do .. itchy butt launch rocket and test nuc bom .. sigh*

hopefuly the 8 leg cow can out run the rocket

Indonesian Gov reimposes 3% tax on CPO exports...

should be good news for Malaysian Plantation owners provided that is they didnt expand to Indonesia ... yikes.

thats one heck of an expensive fireworks display...? make money kut

I suppose so, even for KLK probably kena... prolly explain why CPO prices n plantation cters hardly moved.

talk abt bad timing to implement export Tax...

looks like CPO prices is on a steady decline... from 2.8K to 2.4K now ... sold most of my plantation cters...



This post has been edited by aurora97: May 25 2009, 05:14 PM

must be company dealer than?

what goes up must come down

the outlook for FCPO doesnt look too exciting....

probably is peak cycle..

if it maintained at around 2.8 - 2.9, will probably stock up on plantation stocks ... but for the time being it looks like its gradually losing ground and heading lower day by day ...

from 2.8 to 2.5K... that is a difference of 300 pts lost over the month.

if ur trading futures... that is ... not trading in futures.

i am using it as a benchmark for plantation cters.

looking at plantation cters in general it looks pretty red...

i think its seasonal, from now June 09 to Dec 09 i think it will be around 1.9K (low) to 2.1K (high) again ... than spike all the way up in Jan feb Mac 2010 contract ..

looking forward to that glut ....

1. look at the FCPO Avg spot month price..

2. look at the histric rise of Crude Oil to the current price of 61 USD..

With the continued rise of Crude Oil, some FF have used FCPO as a hedge... chasing FCPO prices as Crude Oil move upwards..

referring to item 1. , u will see that the pattern is eratic with both highs and lows in different month...

As a buyer (say manufacturer) this is definately not favourable with FCPO flactuating without direction.

I think chances are default rates will be steadily increasing if FCPO prices do not find its actual value.

The world economy hasnt actually fully recovered... yes if u say shortage in FCPO would lead to an increase in price... but look at the demand buyers (i.e. manufacturers) are struggling on their end.


Attached File(s)
 FCPO_spo_mth_av.pdf ( 120.99k ) Number of downloads: 10

wouldnt there be more defaults?

i prefer not to worry, will pick up plantations again when the time is right...

last week alone i received a flurry of research from research houses on plantations (which were all good news)... Tsh Tradewind THP Sime (today)...

3% expot tax - indonesia?

i just decided to unload everything and wait for things to happen, i think historical data on FCPO should give you some hint on when is the best time to enter the CPO market/plantation...

FCPO/plantation is much more predictable compared to other industries (example O&G).

**

btw i have already unloaded all of my plantation stocks

spoken wisely...

not so fastlar ...

printing cheque not the same as printing money =P

expensive fireworks, Cny come early i guess.

CPO Sky Diving dropping close to 100 pts.. shocking