Anglo-eastern Plantations Share Discussion Threads

[bountyhunter] 21/1/2008 19:14

too busy counting the money? ;)

[lobby ludd] 21/1/2008 18:56

AEP's website promises a 'trading update' in 'early January'. I's not happened !

[hvs] 21/1/2008 17:48

woracle,

lol !!!!!

Agree entirely with your sentiment.

[bountyhunter] 21/1/2008 17:46

nice intraday recovery here given the extremely dire market conditions today

[mitzis] 21/1/2008 15:27

Whats happening...?

[woracle] 21/1/2008 15:24

Robbie and his herd probably got stopped out at 470 and the MMs picked up a load..good riddance !

[lobby ludd] 21/1/2008 10:46

The top faller this morning. Down 10%.

[hvs] 20/1/2008 14:28

Very interesting,

Thank you hunter.

[bountyhunter] 19/1/2008 15:43

an interesting slide show presentation on palm oil by the New York Times:

[bountyhunter] 19/1/2008 15:33

"An Oil Quandary: Costly Fuel Means Costly Calories "

A worker on a plantation in Sungai Buloh, Malaysia, collects oil palm fruit. Malaysia is the center of the global palm oil industry.



"The palm is a highly efficient producer of vegetable oil, squeezed from the tree's thick bunches of plum-size bright red fruit. An acre of oil palms yields as much oil as eight acres of soybeans, the main rival for oil palms; rapeseed, used to make canola oil, is a distant third. Among major crops, only sugar cane comes close to rivaling oil palms in calories of human food per acre.

Palm oil prices have jumped nearly 70 percent in the last year because supply has grown slowly while demand has soared."

[bountyhunter] 19/1/2008 15:31

"Soyabean, palm oil rise on firm global cues"

[lobby ludd] 19/1/2008 14:37

FT today, Money section, p10. Article on the palm oil sector.
(sorry, can't do links!)

[bird of dawning] 18/1/2008 22:01

I guess there can really be no definitive answer as to the best price to get back into AEP......so here's some numbers.......currently AEP is selling at 2 times its total assets (the plantations mainly) and 2.5 times price/book. Also Price/sales multiple; 5.1 and long term gearing is 23.8% with net debt; $17.37m and debt/equity; 24.8%, Operating profit; 39% and ROCE; 16%.

All this doesn't really relate to its shareprice clearly acting as a kind of proxy to the commodities market for palm oil. How many times the value of its total assets should AEP be selling at?....answers please!
Regards bod

[lobby ludd] 18/1/2008 16:46

Palmoil.com is live, but shows that day' price, in Malaysia, in Ringgits.
The 'R.E.A. holdings' website shows the previous day's Rotterdam closing price in USD.

[traderabc] 18/1/2008 16:06

I foolishly sold this about a year ago.(having held for several years) Looking to get back in,any one see a good entry level? Is 4.50 realistic?I think we should see 4.80 next week,below that I'm not so sure.

[hvs] 18/1/2008 14:38

Palmoil.com

[melody9999] 18/1/2008 14:15

hvs - which is the best web site for giving the CPO USD price?

[hvs] 17/1/2008 10:42

The only way they can CURB is by SUBSIDY.

Otherwise the Chinese will not have any COOKING OIL.

[philo124] 17/1/2008 10:41

What effect will there be on price, if any,in respect of the Chinese curbs
on cooking oil consumer prices?
Philo

[hvs] 15/1/2008 09:32

Anyone notice the CPO price go ballistic

It is now USD 1135 per ton UP $ 67.50 yesterday.

This share price is going to EXPLODE.

[woracle] 14/1/2008 17:54

Guys, just noticed the hidden palm play not yet noticed by the market is BBHL..one of Lord Ashcrofts' companies. They own 25% of a palm producer with 65K ha in Central America. I'm sure he can realise the value there like he has done in the past. DYOR !

[hvs] 14/1/2008 16:58

Do not think they need any more investors do you ?

[poacher45] 14/1/2008 16:34

Must admit I do use oil but I have sent a donation and I will not invest in palm oil or tobacco.