Anglo-eastern Plantations Share Discussion Threads

[undervaluedassets] 26/4/2012 09:20

breaking out ?

[undervaluedassets] 17/4/2012 06:55

should be nice read across from MPevans today

[undervaluedassets] 13/4/2012 11:12

These have the fundamentals of tobacco stocks.

Palm oil is in everything and we are hooked on the stuff.

[hvs] 12/4/2012 10:06

Very good article well researched.

[vinnegar] 11/4/2012 10:41

i made a little write up on Anglo-Eastern. i think the stock has very low profile and generally the growth story is not well explained. below a few key points - let me know what you think.

* they invests aggressively in plantation growth and by 2017 their mature plantation size may grow by 150% compared to 2010 which could translate into an equal growth in EPS.

* The company has an exceptionally strong balance sheet with a net cash position and a long history of prudent financial management (running ever increasing net cash balance since 2003).

* Long term average return on equity has been around 15% (excluding FX and biological assets revaluation impact). With the profit retention rate of 95% and assuming management can, in the long term, maintain the capital allocation efficiency that translates into potential for over 14% long term EPS growth.

* There is no broker coverage for the stock and there is limited press coverage.

* There is a limited institutional investor base and the majority of the stock belongs to a long term private investor who is also a member of the board.


see below for more:

[hvs] 10/4/2012 08:50

CPO hitting new highs.

[hvs] 08/4/2012 17:20

Agree with you.

They are very low profile but there is very good value here. Have to be patient.

Next results and outlook statemenmt will ingnite the share price

[undervaluedassets] 03/4/2012 09:32

3 month price performance sluggish compared to palm peers..

strange...

As on almost every measure would say these are cheapest

[hvs] 15/3/2012 14:24

I hope so can do with every penny.

[noelopan] 15/3/2012 14:14

let's hope that 'the best is yet to come'.I guess AEP can spike up if the board announce a significant dividend increase.Still have to wait until the end of april to know it.Their cash position was 84 million $ end september and the cash flows increase every month.So...i guess it's reasonable to reward the shaleholders by paying higher dividends.

[hvs] 14/3/2012 18:37

Very good move and a lot more to come.

[weemonkey] 14/3/2012 18:24

And still cheap given pe, growth to date and prospects.

last interims were stellar.

quality will out

[bountyhunter] 14/3/2012 18:04

nice move! :-)

[lobby ludd] 14/3/2012 17:23

Closed at 801p, an all-time high I think.

[undervaluedassets] 08/3/2012 11:39

Palm oil price going gangbusters at the moment that is for sure

[hvs] 07/3/2012 11:32

Just heard Palm Oil price can spike upto 25% in next six months.

[noelopan] 24/2/2012 15:58

£ 10.50 at the end of the year? Let's hope.I invest a lot of money into AEP.Here in Belgium are a few analists who follow up that share and all of them are pretty positive for the long term.Grtz

[hvs] 24/2/2012 12:59

And it will be no wonder.

[wonder boy] 24/2/2012 09:42

Allow me to make a prediction... AEP will be £10.50 by year end.

[hvs] 23/2/2012 14:58

Hi lobby,

Thank you. Trust u also have some stashed away.

I think we are at the cusp of great things over the next 5 years. We will
be awash with cash. Hope they are generous with the divi as need every
penny, as Merv wants to give free luches and dinners while tax payers
pay for haircuts.

[lobby ludd] 22/2/2012 17:00

hvs....just looked at your post no.106 (April 7,2007......'in 2012 the share price will be over £7'. Well done !

[hvs] 20/2/2012 15:05

Half year EPS

Basic earnings per share of 74.95cts (1H 2010: 41.98cts).

Will it be £ 1.00 a share ?

[bountyhunter] 17/2/2012 14:18

yes, $1102

[weemonkey] 17/2/2012 13:24

palm oil price appears to be on the up again

[hvs] 29/11/2011 18:15

Also in F.T.