Anglo-eastern Plantations Share Discussion Threads

[varies] 12/5/2021 17:44

What a miserable dividend.

[ntv] 20/4/2021 13:58

$50m+ generated in 6 months
valued around 3.5 x cashflow
My mistake that is 3 months cashflow

[skanjete2] 20/4/2021 13:16

142.3m net cash on a current market cap of $358m!!!

CPO production up 30% in addition to the higher CPO prices in Q1.

This company is producing a windfall of cash at the moment... never mind the higher export taxes.

[spooky] 20/4/2021 11:43

Continues to look far too cheap IMO.

[skanjete2] 27/1/2021 16:40

The new tax is basically a subsidy for the biodiesel industry (B30) which in turn supports the palmoil price.

If there wouldn't be a subsidy for biodiesel, palmoil prices would be a lot lower.

Anyhow, I think no palmoil producer will complain with $670 CPO prices.

[wjccghcc] 27/1/2021 11:27

The new tax basically fixes their CPO price at around $670 for CPO prices in the range $700-1000, so the future is now more about production improvements than the CPO price.

[skanjete2] 27/1/2021 10:10

Buying REA would be quite ironical : AEP was born out of REA (and others).

I'm sceptical though that the family Robinov would be willing to sell REA. Moreover, in view of all the debt at REA, REA isn't really cheap at the moment, even with the low share price.

[ntv] 27/1/2021 09:21

what about a bid for re. ?
it has the cash that re. desperately needs to refinance
Buying pref and bond holders could substantially reduce finance costs
maybe a token amount for ord. shareholders?

[spooky] 22/1/2021 12:14

Very frustrating. Slightly tricky for traders because discussion of the Indonesian tax changes could lead to short term weakness in what is a pretty illiquid share. Long term amazing value.....as long as the palm oil price doesn't play up.

[skanjete2] 21/1/2021 15:58

? indeed.

When palm oil prices rise, the share price doesn't move.
When palm oil prices come down again, the share price follows.

This must be one of the cheapest shares around at the moment.

On a cash flow basis as well as on an asset basis.

[spooky] 23/12/2020 08:14

Share price is a bit of a mystery ATM, they must be making a fortune with palm oil prices where they are currently.

[skanjete2] 08/12/2020 16:54

It doesn't really matter. Current prices are great for the business.

[ntv] 07/12/2020 22:04

Indonesian palm oil prices capped

[ntv] 07/12/2020 08:02

Are this lot going to spend their cash pile on REA?

[ntv] 03/12/2020 09:13

Why the big pull back?

[spooky] 13/11/2020 08:47

Positive update with their normal downbeat, miserable git tone. Crunch the numbers, they are much too cheap at this level IMO.

[spooky] 26/8/2020 12:40

Barnstorming results, much too cheap at this level IMO.

[paperwerks] 07/2/2020 16:15

Great! I see it. Thanks!
Might take out the 888 pence high this year it says. I was thinking of selling since I could not understand the price jump but am now going to hold.

[bramcych] 07/2/2020 16:00

Simon Thompson - AEP is one of his 2020 Bargain Shares

[paperwerks] 07/2/2020 15:56

What does ST mean?

[catsick] 07/2/2020 08:21

Whats going on here ?

[traderabc] 02/8/2019 20:59

Looking at the 5 year there's strong support a whisker under 400