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Anglo-Eastern Share Chat - AEP

Share Name Share Symbol Market Type Share ISIN Share Description
Anglo-Eastern LSE:AEP London Ordinary Share GB0000365774 ORD 25P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +17.00 +3.14% 558.00 542.00 574.00 574.00 545.00 545.00 1,808 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 161.3 32.9 49.8 11.1 220.36

Anglo Eastern Share Discussion Threads

Showing 1850 to 1875 of 1875 messages
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Chat Pages: 75  74  73  72  71  70  69  68  67  66  65  64  >>
DateSubjectAuthorDiscuss
24/5/2015
20:20
No worries.hvs
31/12/2014
01:08
hxxp://www.platts.com/latest-news/agriculture/london/palm-oils-golden-age-over-on-poor-demand-low-27973998 Platts says trouble ahead for the next 3-5 years. Could me a buying opportunity for the very patient..... Lets see if planting slows down. Any idea what earnings will look like if prices remain at this level?paperwerks
23/12/2014
20:56
Yes, difficult to turn the production tap off, palm oil demand is elastic, supply isn't. And, I would suspect when replanting takes place (what with advances in plant genetics) it is with higher yielding varieties - thus more oil from the same acreage. On the other hand...a quick google of 'palm oil consumption', shows plenty of graphs with ever increasing demand; spurred on by economic growth and rising population (the 3 biggest consumers, China,India,Indonesia. And, as people move from being poor to being richer - the world over - they stop boiling food and start cooking with oil.lobby ludd
20/12/2014
14:37
Hey Lobby, Thanks for that explanation. This pricing issue should then resolve itself when the other oils return to more normal pricing then. Unfortunately, I added more just after the 1st half results were released. The other issue that keeps me from making this a big position for me is that all the public palm oil compnaies have been rapidly growing production year after year with no end in sight. At some point I am worried they will overplant and palm oil will be in surplus. But the big problem is that even at that point if all the companies stop all planting then supplies will still keep on increasing for many years as trees mature. So, a glut ( if it comes) could last a very long time. Sort of like Iron Ore but not crude oil which can adjust quickly due to rapid depletion of existing wells. Do you see this as a possible/large investment risk?paperwerks
12/12/2014
15:19
apologies....computer glitch.lobby ludd
12/12/2014
15:18
No, but because the CPO price is at a 3 year low. Between $800 and $1000 for the whole of 2013 and first half of 2014; now $675. The result of excellent 2014 harvests of soya and sunflower oil, palm's major substitutes. Only 5% of palm oil production is used in energy; 70% food, 25% consumer products.lobby ludd
12/12/2014
15:18
No, but because the CPO price is at a 3 year low. Between $800 and $1000 for the whole of 2013 and first half of 2014; now $675. The result of excellent 2014 harvests of soya and sunflower oil, palm's major substitutes. Only 5% of palm oil production is used in energy; 70% food, 25% consumer products.lobby ludd
12/12/2014
15:18
No, but because the CPO price is at a 3 year low. Between $800 and $1000 for the whole of 2013 and first half of 2014; now $675. The result of excellent 2014 harvests of soya and sunflower oil, palm's major substitutes. Only 5% of palm oil production is used in energy; 70% food, 25% consumer products.lobby ludd
12/12/2014
10:53
Well it broke through support. Now what? Are they selling because they think palm oil demand for biodeisel will decline due to substitution by the newly cheap crude oil?paperwerks
10/12/2014
18:01
Crucial area, sitting on what should be very strong long term support. Make or break time..traderabc
02/12/2014
10:48
hmmm.. If you look at the chart above it looks like it's approaching buy territory, however if you look at this one it's not quite as appealing. http://tinyurl.com/klcofphtraderabc
14/8/2014
14:18
Mmmm....CPO $765 very close to a 3 year Low $750).lobby ludd
04/7/2014
15:00
Minimal risk I feel. They have made a lot of progress last few years and labour still very cheap compared to neighbours.hvs
28/5/2014
23:25
what about Indonesia risk? How do you price that in?trytotakeiteasy
28/5/2014
15:30
They are very undervalued given the acreage and cash poistion.hvs
28/5/2014
15:25
lobby ludd - no idea but look at the last full year results. I think AEP's interim management statement was pretty good. Should see a big profits rebound this year.trytotakeiteasy
22/5/2014
20:43
CPO remains in a $850 - $900 band. So what has driven AEP share price to cconsistent high's above 700p. Probably the rocketing price of CPKO, up 58% y-o-y. This is caused by surging prices for Coconut oil, for which CPKO is the best substitute. Last year's typhoon devasted the coconut harvest of the major producer the Philippines. Now drought has reduced the Indian (2nd biggest producer)harvest by 50%, such that Indian wholesalers are diluting coconut oil with CPKO. Does anyone know what proportion of AEP's turnover is CPKO ? And, why they don't produce the stuff themselves rather than selling the kernals to third parties.lobby ludd
22/5/2014
20:43
CPO remains in a $850 - $900 band. So what has driven AEP share price to cconsistent high's above 700p. Probably the rocketing price of CPKO, up 58% y-o-y. This is caused by surging prices for Coconut oil, for which CPKO is the best substitute. Last year's typhoon devasted the coconut harvest of the major producer the Philippines. Now drought has reduced the Indian (2nd biggest producer)harvest by 50%, such that Indian wholesalers are diluting coconut oil with CPKO. Does anyone know what proportion of AEP's turnover is CPKO ? And, why they don't produce the stuff themselves rather than selling the kernals to third parties.lobby ludd
16/4/2014
10:54
seems to be marking time here.... but palm oil prices strengthening and profits should increase this year..trytotakeiteasy
08/4/2014
09:15
Finals out today.lobby ludd
09/12/2013
14:24
This can only go higher. Vast landbank. Vast Cash position and generating more. Fantastic management. And palm oil can only go up . The value is not reflected in share price as shares tightly held. But sooner or later it wil POP.hvs
22/11/2013
11:41
From R.E.A. holdings November IMS "...production costs, measured in US dollars, are being assisted by the weakness of the INR, which currently stands at RP 11,418." (11,698 today).lobby ludd
21/11/2013
13:22
fertilser prices globally have been coming down and priced in dollars.... energy fuel would be bought locally and have been going up on lower subsidies... AEP looks reasonably well placed.... we shall see.. profits down this year but maybe it is the bottom and starts to recover from 2014 onwardstrytotakeiteasy
21/11/2013
11:10
I would have thought a proportion of costs like labour is in INR so thats a positive, but big ones like fertiliser, energy/fuel are based on $ commodities.woracle
21/11/2013
10:16
Thanks for your comment - always of interest. IMS does not mention of the near 20% depreciation of Indonesian currency against the dollar since the start of 2013, which(I presume)is a positive.lobby ludd
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