Outline ·
[ Standard ] ·
Linear+
Traders Kopitiam! V6
|
holybo
|
 Dec 15 2014, 05:14 PM
|
|
QUOTE(gark @ Dec 15 2014, 05:11 PM) I never sold a single plantation even if it dropped from RM 3k to RM 2k CPO... CPO price will be low as long as WTI oil price is low as they are related. Same trick when buying OnG and CPO companies durign these hard times, buy the most efficient producers and the ones with the most orderbook/landbank. Cash rich does not hurt either.  need your expertise in identifying potential companies with young trees. tsh? jtiasa? kmloong? This post has been edited by holybo: Dec 15 2014, 05:16 PM |
|
|
|
|
|
holybo
|
Dec 15 2014, 09:57 PM
|
|
|
QUOTE(gark @ Dec 15 2014, 07:30 PM) Oil & Gas drop..... oil & gas products also continue to drop... In this case chemicals made from OnG. But I think even as the selling price of chemicals drop, the feedstock price drop will offset it... maybe.  downstream activities do not really see the commodity price. it depends on the product demand. the buyer also know the feedstock cheap d, sure ask for cheaper product price 1. |
|
|
|
|
|
holybo
|
Dec 16 2014, 03:18 PM
|
|
|
why armada and skpetrol all run away from me ya?? O&G counters are somehow stabilize and "used to" the oil price drop news..
|
|
|
|
|
|
holybo
|
Dec 16 2014, 03:35 PM
|
|
|
QUOTE(gark @ Dec 16 2014, 03:25 PM) My average buying Price 1.0X..  i wanted to wait bumi at 0.9x  |
|
|
|
|
|
holybo
|
Dec 16 2014, 03:39 PM
|
|
|
QUOTE(gark @ Dec 16 2014, 03:37 PM) Lol.. already 30+% below NAV lor... You buy stock at RM1 is like buying a ship with 30% discount.. nice eh?  when fear comes in.. people want cash dont want stock ma.. like tesco, aeon big, giant will throw something under cost to attract ppl  |
|
|
|
|
|
holybo
|
Dec 17 2014, 07:23 PM
|
|
|
this forum move fast when it is deep red but sleep when it is green..
|
|
|
|
|
|
holybo
|
Dec 18 2014, 07:46 PM
|
|
|
QUOTE(Boon3 @ Dec 18 2014, 03:08 PM) when market move fast this forum hit the woo ying!  i haven't done my shopping yet!!!  |
|
|
|
|
|
holybo
|
Dec 18 2014, 07:58 PM
|
|
|
QUOTE(prophetjul @ Dec 18 2014, 05:11 PM) I think the low price of oil is a major threat to Msia's budget. Read today that they budget at $110 oil!  How much of income can come form Petronas? Remembering that Patronas contributed 30% of the budget How will they balance their budget seeing that they are addicted to high oil price AND DEFICIT spending???????? i afraid 1MDB issue is more complicated than this |
|
|
|
|
|
holybo
|
Dec 19 2014, 09:29 AM
|
|
|
This kopitiam pak wu ying when people are earning money while hot business when people losing money? |
|
|
|
|
|
holybo
|
Dec 31 2014, 12:00 PM
|
|
|
anyone interested on CCMDBIO now? |
|
|
|
|
|
holybo
|
Jan 6 2015, 11:24 AM
|
|
|
@gark http://klse.i3investor.com/blogs/valueinve...hklse/67808.jspNPL? This post has been edited by holybo: Jan 6 2015, 11:25 AM |
|
|
|
|
|
holybo
|
Jan 6 2015, 11:30 AM
|
|
|
QUOTE(gark @ Jan 6 2015, 11:26 AM) i don't want to settle loan to your MAYBANK  |
|
|
|
|
|
holybo
|
Jan 6 2015, 02:37 PM
|
|
|
QUOTE(gark @ Jan 6 2015, 01:15 PM) Agree... but the discount is just too wide.  The recent weakness is due to In*ri declared rights issue ex 22/01 this will swiftly followed by &a&... in a few days. Insas ah? I also interested leh |
|
|
|
|
|
holybo
|
Jan 6 2015, 03:02 PM
|
|
|
QUOTE(gark @ Jan 6 2015, 02:37 PM) Careful on upcoming rights issue.. make sure you have $$$ to pick up additional shares. im cash rich at the moment Q at 0.77 test luck |
|
|
|
|
|
holybo
|
Jan 19 2015, 08:09 PM
|
|
|
wow.. OnG so hot while oil price remains below USD 50? many FUN manager follow uncle @gark advise?
|
|
|
|
|
|
holybo
|
Jan 22 2015, 10:02 AM
|
|
|
sell OnG. not worth holding at current oil price |
|
|
|
|
|
holybo
|
Jan 22 2015, 10:07 AM
|
|
|
QUOTE(gark @ Jan 22 2015, 10:05 AM) Pet pet.. uptrend wor.. Gonna ride the wave.. TA wise, ride the trends FA wise, not attractive |
|
|
|
|
|
holybo
|
Jan 22 2015, 10:35 AM
|
|
|
QUOTE(gark @ Jan 22 2015, 10:33 AM) Earn kopi money only.. if reach rm 3.. sure sell. let's hope together. btw, i just unloaded some of my pet pet at 2.8 just now. 20% in ~ a month. |
|
|
|
|
|
holybo
|
Jan 22 2015, 05:51 PM
|
|
|
QUOTE(gark @ Jan 22 2015, 05:48 PM) Good plantation with good land & oil mill, CPO cost is only about RM 1200-1400 per ton leh... Some company can even go lower.. those are the 'more' efficient companies. genp & tsh are efficient planters? |
|
|
|
|
|
holybo
|
Jan 22 2015, 06:05 PM
|
|
|
QUOTE(gark @ Jan 22 2015, 06:03 PM) Efficient planters .. high yield per ha & high oil extraction rate = low cost per ton produced.. Yes.. both of them are quite efficient.. BUT.. you look at the high price, seems like market already knows.. yea.. waiting for their share price to drop for YEARS.. Malaysia fund trust Planters so much |
|
|
|
|
Quote
0.0239sec
0.68
7 queries
GZIP Disabled