Haha. Seems like their trees will mature in Fy17 18. Maybe can revisit by then

Dear Sifus,

I seek your opinion on two subjective scenarios:

1. If you have a stock which already has 1 bagger+ or more what do you do with it?

a. Do you continue to accumulate more and hold if you see there is potential based on the chart, FA and believe mgmt is still doing a good job.

b. Sell partial to recoup cost and partial profit, then let the remaining ride the wave and gain more profits. No more topping up in shares.

c. Do nothing and just observe and let things play out by itself.

d. Sell all if then is indication the stock price will dip. Can't be too greedy.



2. What if your stock has gained a decent return % or even a few baggers, but there is an upcoming share split or bonus issue? What do you do?

a. Accumulate more till they finalised and execute the share split and bonus issue

b. Sell partial, the rest let it ride with the wave.

c. Do nothing, just let the share split or bonus issue and observe what things pend out.

d. Sell all if there is news the share split or bonus issue will dilute earnings etc.

I think everyone has a different take on the above as everyone's risk & return appetite is different. I would say their past & current experience will also have a factor on their decision on what to do.

This post has been edited by TC-Titan: Oct 2 2015, 11:48 AM

Question 1 [5 markah] b.

Question 2 [10 markah] c.

No no no... see the tree age vs output picture below.



The trick is to buy plantation companies with high amount of immature/young trees around average tree age of 5-8, that is where the exponential increase in productivity, revenue and profit will happen in the coming years.

After 9 yo, the productivity will begin to stabilize and decline at 18 yo.

Avoid plantation with significant percentage above 16 yo trees like FGV..

Also you have to note yield per ha and oil extraction rate, certain locations like Sarawak and east peninsular malaysia (Kelantan) have poor soil hence lower yield and OER, hence lower profit. I would avoid those locations.. cause they produce max 18 ton/ha/month and OER below 20%.

Best location for palm oil in regards to yield and OER is west peninsular malaysia (especially Perak), Sabah, Sumatera and Kalimantan. These location can get yields up to 28 ton/ha/month and OER exceeding 23%

This post has been edited by gark: Oct 2 2015, 12:05 PM

my opinion..
1. Re asses your stock, if growth still attractive, then keep or buy more, if not then sell or reduce.
2. c - the only right answer

Wow.. ini macam super crash course in Plantation stock for Palm Oil! Very nice sharing.

Super like! Haven't invested in Plantation stocks for along time. Last time was IOI Corp, which was 7-8 years ago.

My sifu has speaking....

Big money awaits those who do not simply scratch backside.

For 7076.. yes you are correct you will not see gains from it's Kalimantan plantation until 2017, but when it starts it zooms.

However it have some shares in Sarawak plantation, which i dont really like.. which are fully matured, these will factor into the bottom line (last Q recorded as loss).

With all these trees coming into age soon from the superboom aggressive planting during the high CPo price in 2007-2012... guess what they all need?

This post has been edited by gark: Oct 2 2015, 12:23 PM

Learning from you only nia...

Taking half profit probably works OK for average/beginners but ..

But...

Such strategy basically means one is selling a stock just for the sake of selling....
It has nothing to do with the stock potential...
Which means.....
One runs the risk of selling oneself short of a stock potential...

And the current bull run....
Has seen many deprived of mutil baggers cos they sold to take that half profit....

On one hand it's an insurance policy of sorts...
But on the other hand, one simply doesn't understand the potential of their trade/investment.

The common issues that affects shareholders is fear, doubt and experience.

Nobody wants to lose their current return % and the higher potential return % either.

There will be a lot of "What If" questions propping up for any action u take.

Maybe I tak cukup makan garam lagi, so still can have a lot of emotion in this type of scenarios.

Must become stone cold killer atau train to become like Bagger Guru like Sifu Boon3

If you buy in FY17, others will do the same thing. The price would likely be higher.
You are not the only smart one
So, buy now at low price, or buy later at higher price

Yes, conviction in own self to buy and hold the trading position is very important.

Your reasoning to enter and be in the trade must be very sound.

Once it is, one MUST have the conviction to believe in own self that one is doing the right thing, ie trading it correctly.

I find that trading it correctly is much more important.
Trade it correctly the big bucks WILL come.

Problem? Risk in such strategy?
There is an EXTREMELY FINE LINE here........
being firmly in one own's reasoning requires one to be CORRECT.
Else one could end up as being STUBBORNLY wrong and STUBBORNLY believing one could NEVER EVER be WRONG....
which could be quite hazardous if one stubbornly holds on to a BADLY EXECUTED TRADE.






WHAT IFs.................... is simply never ending la. LOL!


In trading, I feel one should not carry such mindset....

It's simply not good for one's trading.



My 3 sen poison......

This post has been edited by Boon3: Oct 2 2015, 05:10 PM

+100

What u know, u think others won't know?

u CAN get a good deal, but it's almost impossible to get the BEST deal

U can do a lot of research, a lot of homework

But 100% conviction? Nahhhhhhhh *middle finger*
If u wanna deceive yourself that u found a sure-win gem...go ahead

We're all gambling

That's why we diversify, spread our bets investments...

Unless u are an industry/company insider

Like Unker gark

This post has been edited by Pink Spider: Oct 2 2015, 05:19 PM

May Kim .....




Chart....







Question....

No strength to whack past the resistance ?

or

Is the stock consolidating at the top?

Ah See and Ah Bee...









..... and the best trading strategy for this one?

can you see the entry?

Or

Would you rather wait?

.... shit.... probably spamming again......


Ah Tin Man - the old flame... breaking out today...








.... ..... do I even know how to trade it?

Top Glove.







Just like the other one...

Not strength or consolidating at the top?

Lay Hong gets UMA query on share price hike

Ah Sam






Nice?

Or will it get nicer?