R.e.a Share Discussion Threads

[sammu] 20/12/2010 16:55

New all time high today, nobody very interested.

[sammu] 14/12/2010 10:48

It looks like this is trading at quite a big discount to New Britain Palm Oil, and I was having a think as to why this would be...

RE.
No forward sales
Smaller (less liquid?)
Not as good green credentials
Indonesian tax rises as CPO price rises
Early stage Coal operations

NBPO
Some forward sales at lower than current prices
Larger (More liquid?)
Green credentials
Better tax enviroment?
Sugar

I'm not sure which has the better planting/maturity profile.

Any thoughts anyone?

[johnrxx99] 21/10/2010 15:21

Nice and quiet here.
Figures were OK but will take a time for new plantings to produce. On track in my view. dyor etc

[yespmedc] 01/9/2010 13:53

RE. note on Stockopedia -

[saucepan] 05/8/2010 09:24

Morning. Joined you long today as a March spreadbet. It looks to me as if the share price is breaking out after a very decent period of consolidation. I note that interims are due on 26th August, so I am hoping for a nice run into them.

I noted, too, the Rolling PEG-1 of 0.41, so the technicals are underpinned by value/growth.

I have not done too much other research, however, other than the Hardman note, so if anyone wants to argue the investment case I should be very interested - it might tempt me to build a bigger position!

[johnrxx99] 09/7/2010 05:39

And a write up in Momentum Investor. Low peg and good fundamentals although the borrowing is higher than I would like.

[chingman] 07/7/2010 11:13

16 page Hardman note on REA Holdings -

"The shares of this palm oil producer have risen 18% against the market since our last research note. The current year will almost certainly see a larger crop, a higher average palm oil price, and the first contribution from the new open pit coal mining interests. We expect rapid growth in EPS every year up until 2014. The shares are on a single figure p/e ratio"

[prokartace] 18/2/2010 17:15

It can go back down now. Im out!

[farnesbarnes] 15/4/2009 17:11

price of oil

[anjam] 15/4/2009 16:43

Any news behind this 50%+ rise.

[anjam] 06/4/2009 23:14

That's two of us then :-)

[anjam] 03/4/2009 11:07

Anyone still holding this ?

[maccack] 28/7/2008 01:22

that friday drop, last thing, looks very odd.
whats the chances share price will recover back up??

[woracle] 11/3/2008 23:43

They sneaked in a trading update mid afternoon. Bit of a curates egg, but IMHO more disappointments that good though. OK news, crops 3.5% above budget for last year and expect another 7% increase in 2008. This years crops started above budget. More land acquired is good subject to land titles. The bad news is only 1500 ha planted compared to 6000 budgeted due to delays in land titles. Also the policy of a portion to forward sales continues to end 2009 at 640, 870 and 860. I know they need the cash upfront to develop but thats a giveaway. I really cant see CPO going back to 800s again.. Indo export tax is bad but affects all the Indo players so out of their control. IMHO, there are the better managed and cheaper palm producers.

[mitzis] 05/3/2008 14:07

Hi M

Left click the epic and thats gives you the chart.
left click the chart and at the right hand side you click the icon camera and then above the chart left click Chart Grabber.
You then cut and paste the header to give the chart..ie the link.
hope that is clear.

[melody9999] 04/3/2008 23:54

i like your graphs mitzis. I've never managed to copy them. How do you do it?

[mitzis] 04/3/2008 19:34

I give this 11 out 10 for performance.

[mitzis] 04/3/2008 11:56

spoke to soon An...