Anglo-eastern Plantations Share Discussion Threads

[x54v] 09/3/2022 22:52

Volume immense. Big move coming.

[rolo7] 09/3/2022 12:33

Did this get tipped somewhere?

[799boy] 09/3/2022 11:49

That's me in at £22k. Fingers crossed peeps :)

[rolo7] 09/3/2022 08:36

i just purchased 1k @747p hope this takes off, late april update if we go by past years. takeover possible? directors getting a bit older now retirement?

[spooky] 09/3/2022 08:28

Has to currently be one of the cheapest shares on the planet, should be at least twice this price IMO.

[foxfox79] 02/3/2022 09:22

Extremely undervalued at the moment, i estimate at least 130 M USD net annual at these cpo prices. Ready to breakout to the upside in anticipation of earnings.

[gaiusgracchus] 02/3/2022 08:38

At end of Sep-21 net cash was $192m. Around half of market cap. And they are printing so much cash at current palm oil prices. Wonder if the share price ever reacts? Sadly the mgmt clearly cares not a bit for minority shareholders!

[ntv] 22/2/2022 08:29

CPO close to 60k

[34adsaddsa] 16/2/2022 12:04

All they need to do is a pay a huge special dividend. That's IT.

[ntv] 16/2/2022 08:20

catsick
Can you post some links/charts etc tia

[catsick] 16/2/2022 01:12

The Malaysian and Indonesian palm stocks are rallying like crazy at the moment but nothing here despite the insane cash generation and all time high palm prices

[foxfox79] 04/2/2022 11:20

Looks to break out of ascending triangle, cheapest stock i know of

[catsick] 03/2/2022 02:15

Interesting that I added 5000 shares yesterday and only 1769 shown as the total trades for the day with only one of my trades showing...

[skanjete2] 02/2/2022 13:21

Hi NTV,

What are your estimates for net profit after minorities and cash flow?

I've got :
turnover $425m
cashflow $115m
Net profit to equity holders : $75m

Millgate prices are indeed wel above $1000 now, but I read somewhere that Indonesian pantations will be obliged to sell 20% in the local market at prices between $600-$700/ton, so we need to account for this.

[ntv] 02/2/2022 12:15

Millgate prices well over $1000 now till Indonesian government raises taxes

[34adsaddsa] 02/2/2022 11:40

I dream of them paying a $250M dividend. Given their history it won't happen but the shares could well double if they did.

[ntv] 02/2/2022 08:42

I am going for turnover around $500m for the full year as the last trading statement gave a big increase production

[ntv] 01/2/2022 19:39

If I tried to fly to Indonesia on my dividend payment I probably wouldn't even get off ground even with Ryanair!!

[34adsaddsa] 01/2/2022 12:22

It's ridiculous. I'm tempted to fly to Indonesia to demand a dividend.

[ntv] 01/2/2022 10:20

Another $10m in the bank in first month of the year

[ntv] 17/1/2022 20:01

the trading update at MPE gives you an idea of the cash generation currently being experienced in this sector

[ntv] 13/1/2022 15:01

New mill should come on stream here in Q3 22

[34adsaddsa] 12/1/2022 19:59

All good points, I think M.P. Evans' property business is by far the most important one. I wish she'd just pay out the cash, I'm sure the shares would rocket.