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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Anglo-eastern Plantations Plc | LSE:AEP | London | Ordinary Share | GB0000365774 | ORD 25P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
12.00 | 1.60% | 760.00 | 760.00 | 762.00 | 778.00 | 758.00 | 758.00 | 7,417 | 16:29:00 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Shortng,oils,margarine, Nec | 456.93M | 79.64M | 2.0094 | 3.78 | 301.24M |
Date | Subject | Author | Discuss |
---|---|---|---|
15/9/2010 09:30 | superb, solid progress. Ironically, it tracks from the beginning of the current economic crisis. | spaceparallax | |
15/9/2010 08:17 | Do we have breakout ? | hvs | |
10/9/2010 23:08 | I have held REA in the past, but had to choose only 1 long term play in this sector, so AEP it is. Historically, before the financial crises, PE 16 was always the norm here which was a 20%-30% discount to the leading plantation giants. No reason to think 16 won't come around again since nothing fundamental has changed for palm oil long term and AEP are in a stronger position than ever. REA not transparent and management reporting style over the years a bit hyped for my liking although excellent acreage with great yields. They just moved into coal mining out of the blue which seems a bit of a random strategy..there are plenty of better coal plays around. AEP don't do forecasts but pretty simple business to understand and forecast over the years. A few long termers get within 10% year after year on the forecast. Should do around 70p this year imv. | woracle | |
10/9/2010 20:27 | Do any of the regular posters hold shares in REA Holdings?? You guys seem pretty clued up as regards the industry and I was wondering what multiple the market could or should set for our plantation shares and what the forecasts are for AEP, as I cant seem to find any. REA breaking up but to what multiple?? I'm holding REA and thinking of switching and/or buying into AEP! | parttime | |
10/9/2010 18:34 | philou100 Thank you very much for posting above. very interesting. Like woracle says AEP is way undervalued and should be twice todays price given the potential. | hvs | |
10/9/2010 18:06 | Yes bargain and even cheaper if the useless analyst could be bothered to get the figures of the competitors right...AEP mature acreage is 34.7K ha as opposed to 28.1K in the report, and FFB over 600K rather than 500K. Being housebroker, he's just bigging up his client Asian Plantations, the one I personally wouldn't touch with a barge pole amongst the London ones. | woracle | |
10/9/2010 09:29 | AEP: it's a bargain see: comparison with the peers: pg 16 | philou100 | |
09/9/2010 10:03 | Is there going to be another assault on £ 6.00 and Breakout ? | hvs | |
30/8/2010 12:29 | lol !!! U have got it spot on. One thing is for sure though CPO will cross USD 1000 over the next twelve months. You cannot curtail demand from Africa, India and China. | hvs | |
27/8/2010 08:40 | LOL Shanklin, u finally discovered the industry's famous Mr Mistry. He could be spot on or not.. After a few years of reading his reports, you will come to the conclusion that his forecasts of short term trends in CPO are about 50/50 at best. Same as an average chimp with a pin ;) This quote shows how good he is. LOL "He revised his forecast for growth to 500,000 tons from 1 million tons for 2010." | woracle | |
27/8/2010 05:00 | So thats a few weeks CPO to shift as usual or maybe even bought a bit more fertilizer before it goes up. Pretty much in-line with last year and revenue growth. Nothing significant or worth getting excited about either way really ... | woracle | |
26/8/2010 16:57 | H1 report: see : inventories : 8.366K (usd)!!!! | philou100 | |
26/8/2010 14:17 | So Liberty Square is the seller. Wonder who the buyer is... | woracle | |
23/8/2010 17:08 | Probably Roditi selling to Liberty Square again.. | woracle | |
23/8/2010 16:35 | I would have expected more of a spike considering the lack of liquidity. Maybe there's plenty of stock available or a prearranged swap? | simon42 | |
23/8/2010 16:31 | indeed, a tidy sum | spaceparallax | |
23/8/2010 16:25 | Wow, two 250K buys in the last few minutes. You don't see that very often in such an illiquid stock as AEP ! | woracle | |
20/8/2010 13:17 | Shanklin, some of the acreage at Tasik is older than 25 years and the program to start re-planting these should have started 2 or 3 years ago but the yields stayed surprisingly good for old trees so they delayed that, so gradual loss of this mature acreage has been expected for last 2 or 3 years now, hence the ramp up in plantings last 2 years especially and going foreward. I agree they are behind schedule this year but if u know about the wet weather in Asia this year, its out of their control. But in the grand scheme of things, 3 or 4K behind over a 50K 5 year plan wont concern them that much. I mean.. oil companies ever reach their targets as planned ! You have to look back in the old reports to see the age and analyse the yield of their various plantations. There is a massive variation..depending primarily on age of acreage and local soil conditions. | woracle | |
20/8/2010 12:58 | woracle Thank you for your reply The only negative aspect I can really see here is that planted acreage has not increased significantly over the last year. There seem to be two aspects to this: - For this year at least, they seem to have reduced their aspirations in terms of new planting from the circa 10k ha p.a. they had been targeting going forward. This may just be due to exceptional weather conditions and they do at least still seem to be ramping this up year-on-year?. - Although they don't explicitly state it, they appear to have "lost" some of their mature acreage... ...perhaps it was so old that it had ceased to be productive. On this latter point, I guess its worth commenting that not all mature acreage is equal, depending as it does on the weather, soil and age of the trees with, AIUI, older trees gradually becoming less productive. On the plus side, weather conditions permitting, everything still seems to be heading in the right direction and AEP appears to be cheap compared with other listed palm oil producers. | shanklin | |
20/8/2010 12:42 | Shanklin, the new mill won't have a direct impact on profits per se. But without it, they would need to utilise 3rd party mill and that adds to cost. Its just needed to handle the ever growing FFBs in that area. Their strategy has always been to build new mills ahead of production growth. Also, any spare capacity in the mill can be used to process brought in FFBs. Simon, look back at statements as far back as u like. Its just their reporting style to say profits and cash flow will be satisfactory regardless. Also they tend to warn of every possible negative thats out of their control... CPO, weather, fertiliser costs, currency etc. If you been around long enough here, u will know today''s statement is par for the course. | woracle | |
20/8/2010 12:38 | They say the appreciation in the Indonesian rupiah is responsible (in part) for 'rising revenues and operating profit', then for 'rising operating costs'. How can that be ? | lobby ludd | |
20/8/2010 09:51 | These results dont set the world on fire. A steady eddie statement. I think a couple of negatives in there as well. However, solid outlook and business as usual. They also believe Palm oil prices won't rise in the Autumn which is a bit of a dampner. | simon42 | |
20/8/2010 09:06 | Any idea how much impact this new mill will have on profits? | shanklin | |
20/8/2010 08:53 | Really quiet reaction is the norm here, year after year. The lack of traders here is what makes it a great ltbh share for a SIPP. The bad weather in Indo and low yields this year are very well documented. Just think.. 34K ha in production with potential for 140K in next 7 years. What rating an oiler with that kind of "proven reserves" to come on stream, developed from cash flow alone. | woracle |
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