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Secret_Squirrel Elite	03-Oct-2018 14:58        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Oil price is going up, hopefully it will bring some hope to biodiesel Qanghoo      ( Date: 01-Oct-2018 19:27) Posted: But palm oil px still soooooo low.  < 2200RM.  heejames40      ( Date: 01-Oct-2018 17:35) Posted: China is not able to get hold of soya bean and so will switch to palm oil.
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Qanghoo Supreme	01-Oct-2018 19:27        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	But palm oil px still soooooo low.  < 2200RM.  heejames40      ( Date: 01-Oct-2018 17:35) Posted: China is not able to get hold of soya bean and so will switch to palm oil.
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heejames40 Member	01-Oct-2018 17:35        heejames40 About Contact  Quote this Post!
x 0   x 0  Alert Admin	China is not able to get hold of soya bean and so will switch to palm oil.
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msksmsks Supreme	12-Sep-2018 09:42        msksmsks About Contact  Quote this Post!
x 1   x 0  Alert Admin	Bombed out price and historical low.    Letz see how much shorting KGI can go....... there wl be massive short covering once it reverse  An extract fm the mgmt on their guidance last Q ..   The domestic palm demand is expected to be further supported by the  Indonesian governments intention to accelerate the implementation of B30 biodiesel program in 2019.  Cheers
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1035834 Senior	11-Sep-2018 10:50        1035834 About Contact  Quote this Post!
x 0   x 0  Alert Admin	just result too bad but the company is still able to survive as under the big umbella of salim group .  Wind22i      ( Date: 08-Sep-2018 13:25) Posted: Rupiah drop like hell... indofood may see troubled times ahead?
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Wind22i Supreme	08-Sep-2018 13:25        Wind22i About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rupiah drop like hell... indofood may see troubled times ahead?
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FearValueGreed Master	08-Sep-2018 12:26        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	I love indofood--- a pure cyclic stock. Rem it's heyday it shoot from 20cents to 2dollars. I still believe it's multi bagger power. Just that dun know where the bottom is. 10cents likely to reach soon . Then5cents . Who knows One thing for sure -- it will surely goes up when oil surges. At least 5 bagger if u catch the bottom . Maybe buy over a range of period for it hits below 10cents, and provided it nvr goes into bankrupt. Money is for all to take PATIENCE is the ket5
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sbscap Master	08-Sep-2018 11:10        sbscap About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	@Ganghoo, thanks for the perspective. El Nino effect is seasonal/short term and the longer term outlook for CPO is bleak as you have highlighted. It will be a very long time before Indonesia can convince the EC or most people on their sustainable palm oil cultivation method. The present target is an ambitious 2020 deadline for being haze-free. Bio-fuel is also challenged by EV once we look much further out. Like I said in my earlier post, there is no need to be too early buying palm oil stocks. I don' t think there is a property angle to the palm oil stocks, unlike IOI in Malaysia. There is, however, a USD-debt and gearing situation that may cause problems for the Indo palm oil companies. Granted the share prices are extremely depressed, selling now may be painful. For those who are not vested like me, I feel that there is no need to buy.
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Qanghoo Supreme	08-Sep-2018 00:04        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m taking my post I just made in the Golden Agri thread to share my pessimism (yes, sadly so) on Indo Agri.  I hope this gives a useful perspective on palm stocks.  DYODD of course though.  Prospects for palm stocks look pretty bleak for the short n medium term (maybe even long term).  I was quite bullish on palm stocks during the last El Nino.  But since then, CPO px has come down substantially, attributable to a  number of  factors which seem to be here to stay.  For one thing, I believe despite slack demand, global palm production is increasing, especially I think with more coming from the African continent in the coming yrs.  Second, competing soy beans are also in abundance n soy px is generally weakening too.  When we add the trade standoffs, with the PRC slapping additional tarriffs on US soy imports, hopelessness just grows.  N as if all these are not enough, the EU is also curbing CPO imports from Indonesia due to seemingly unstainable palm  growing practices.  To top it all, current oil px does not seem to make it economical to blend palm into diesel to sap excess in palm supply.  There we have it,  the gloom goes on .... heaven knows for how long.  msksmsks      ( Date: 17-Aug-2018 19:39) Posted: Well said. I can wait another 2-3 years... Cheers sbscap      ( Date: 17-Aug-2018 17:06) Posted: No problem at all .. the sharing part. I just thought this CPO thing must be examined very closely. If you are sure CPO prices will recover within say 6 to 12 months time, then maybe the stock can be accumulated. But if there is no visibility, then perhaps it is too premature to load up. CPO price cycle last quite long. Actually, prices must hold up long enough for the company to profit handsomely. Otherwise a short term spike will be inconsequential. If there is a trend of sustainable CPO price increase, then IFAR share price may double or triple and a big investment will reap very handsome reward. A small trade here and there will be meaningless, for me at least
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msksmsks Supreme	17-Aug-2018 19:39        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well said. I can wait another 2-3 years... Cheers sbscap      ( Date: 17-Aug-2018 17:06) Posted: No problem at all .. the sharing part. I just thought this CPO thing must be examined very closely. If you are sure CPO prices will recover within say 6 to 12 months time, then maybe the stock can be accumulated. But if there is no visibility, then perhaps it is too premature to load up. CPO price cycle last quite long. Actually, prices must hold up long enough for the company to profit handsomely. Otherwise a short term spike will be inconsequential. If there is a trend of sustainable CPO price increase, then IFAR share price may double or triple and a big investment will reap very handsome reward. A small trade here and there will be meaningless, for me at least. msksmsks      ( Date: 17-Aug-2018 16:06) Posted: Bro, Tks for sharing......The 2Q loss  was unfortunate due to stockpile and declining CPO ..... But i think 3Q wl be better which wl turn positive....... Cheer
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sbscap Master	17-Aug-2018 17:06        sbscap About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	No problem at all .. the sharing part. I just thought this CPO thing must be examined very closely. If you are sure CPO prices will recover within say 6 to 12 months time, then maybe the stock can be accumulated. But if there is no visibility, then perhaps it is too premature to load up. CPO price cycle last quite long. Actually, prices must hold up long enough for the company to profit handsomely. Otherwise a short term spike will be inconsequential. If there is a trend of sustainable CPO price increase, then IFAR share price may double or triple and a big investment will reap very handsome reward. A small trade here and there will be meaningless, for me at least. msksmsks      ( Date: 17-Aug-2018 16:06) Posted: Bro, Tks for sharing......The 2Q loss  was unfortunate due to stockpile and declining CPO ..... But i think 3Q wl be better which wl turn positive....... Cheers sbscap      ( Date: 17-Aug-2018 15:34) Posted: Indofood and Noble are different animals. The only similarity is the magnitude of the fall in their share prices. Anyway, I think the issue for IFAR is really CPO. Sugar is also very bad in terms of pricing, although the contribution is small. Until one can see the end of the rout for CPO, the losses in 2Q may persist. Like many Indo companies, there is gearing in IFAR and that hurts when interest rate is going up in Indo. The stock is quite undervalued with a book of SGD80c. But the Salim group is unlikely to takeover the company. And nobody else would want to do a hostile takeover. So the stock' s fortune is tied to CPO or maybe Indo stocks.
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msksmsks Supreme	17-Aug-2018 16:06        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, Tks for sharing......The 2Q loss  was unfortunate due to stockpile and declining CPO ..... But i think 3Q wl be better which wl turn positive....... Cheers sbscap      ( Date: 17-Aug-2018 15:34) Posted: Indofood and Noble are different animals. The only similarity is the magnitude of the fall in their share prices. Anyway, I think the issue for IFAR is really CPO. Sugar is also very bad in terms of pricing, although the contribution is small. Until one can see the end of the rout for CPO, the losses in 2Q may persist. Like many Indo companies, there is gearing in IFAR and that hurts when interest rate is going up in Indo. The stock is quite undervalued with a book of SGD80c. But the Salim group is unlikely to takeover the company. And nobody else would want to do a hostile takeover. So the stock' s fortune is tied to CPO or maybe Indo stocks.
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sbscap Master	17-Aug-2018 15:34        sbscap About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Indofood and Noble are different animals. The only similarity is the magnitude of the fall in their share prices. Anyway, I think the issue for IFAR is really CPO. Sugar is also very bad in terms of pricing, although the contribution is small. Until one can see the end of the rout for CPO, the losses in 2Q may persist. Like many Indo companies, there is gearing in IFAR and that hurts when interest rate is going up in Indo. The stock is quite undervalued with a book of SGD80c. But the Salim group is unlikely to takeover the company. And nobody else would want to do a hostile takeover. So the stock' s fortune is tied to CPO or maybe Indo stocks.
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msksmsks Supreme	17-Aug-2018 15:04        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m not the one mooted the idea of comparison btwn Noble.  Pls read carefully. As for Noble, i rest my case...... cheers  marjohn      ( Date: 17-Aug-2018 15:00) Posted: Cannot compare to Noble....Noble is going up....This one going down!!!!Noble got greater potential!!! msksmsks      ( Date: 17-Aug-2018 14:54) Posted: Amused to see such postings when the stock is down.... Don' t link Noble with Indofood......pls chk their balance sheet . Noble at it' s peak, their interest per Q is terrible ......it' s a time bomb.  matter of time.  Hv avoided it and till now  , still did not touch. If u think it wl go down further.......pls short it.......I' m glad to buy more and keep under my pillow cheers
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marjohn Veteran	17-Aug-2018 15:00        marjohn About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cannot compare to Noble....Noble is going up....This one going down!!!!Noble got greater potential!!! msksmsks      ( Date: 17-Aug-2018 14:54) Posted: Amused to see such postings when the stock is down.... Don' t link Noble with Indofood......pls chk their balance sheet . Noble at it' s peak, their interest per Q is terrible ......it' s a time bomb.  matter of time.  Hv avoided it and till now  , still did not touch. If u think it wl go down further.......pls short it.......I' m glad to buy more and keep under my pillow cheers
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msksmsks Supreme	17-Aug-2018 14:54        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Amused to see such postings when the stock is down.... Don' t link Noble with Indofood......pls chk their balance sheet . Noble at it' s peak, their interest per Q is terrible ......it' s a time bomb.  matter of time.  Hv avoided it and till now  , still did not touch. If u think it wl go down further.......pls short it.......I' m glad to buy more and keep under my pillow cheers
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sbscap Master	17-Aug-2018 14:52        sbscap About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	It' s really unbelievable that this stock is so low. How times change. But for the share price to go anywhere near 80c, the fundamentals must change.
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lovetoshare Elite	17-Aug-2018 14:21        lovetoshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	If this stock really hit 10 cent ( then is a jack pot ). throw in house and car and maid and CPF , wack all in....highest point is $2.00. give me $0.80 will do :) Hahahaha
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marjohn Veteran	17-Aug-2018 14:12        marjohn About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can short!!! Shorted @20cts.....19cts cover.
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lovetoshare Elite	17-Aug-2018 13:57        lovetoshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	For the first time, this stock under 20 cents. but not much stress now if buy now......Is cheap  !!/ of  course can go down cheaper and cheapest (no such thing as bottom low in stock market). Anyway, this stock must have patience.
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