Equatorial Palm Oil Share Discussion Threads

[gopher] 05/8/2012 13:31

Share issue imminent as cash continues to deplete, hence the weak price?

[upthediff] 17/7/2012 20:16

Of the 2,476,461 warrants in which Michael Frayne is interested, a total of 2,327,143 are held in the name of Adelise Services Limited, a company held by a trust of which Michael Frayne is a beneficiary.



Status DISSOLVED

[rivet] 16/7/2012 15:01

16 Jul Equatorial Palm Oil PLC PAL Michael Frayne 100,000 @ 12.70p £12,700.00

[drewz] 09/7/2012 12:55

Decided, on balance, to pick up another 20,000 (shown as a 'sell').

Stick them in the sock drawer for 5 years.

They will either be worthless* (15% chance).

Or be at least a 10-bagger (85% chance).



*due to another civil war/land & asset appropriation.

[jbarcroftr] 09/7/2012 12:32

Well I am not the only one thinking the shares are underpriced.

[hectorp] 24/6/2012 15:22

NADLER the gold bear, forecasts possibility of $1000 PAL. I don't have a timescale.

[drewz] 20/6/2012 17:23

All that Harding, Mirabaud, RHPS analysis suggesting PAL will be throwing off cash and be worth £4.76 or some such by 2017 seems to have been missed. Or ignored.

Or perhaps 2017 is just too far out to be of interest, especially when said business is in Liberia - not the most politically secure spot on the planet.

[mdchand] 08/5/2012 09:08

tipped in RHPS last week. Be interesting to see if the price rise can be sustained.

[hvs] 25/4/2012 14:05

Specially in troubled West Africa .

Its all projections projections with very litlle current PRODUCTION.

[drewz] 23/4/2012 12:27

If you are happy to extrapolate these rising palm oil prices and physical shortages 5-10 years into the future then PAL is clearly a screaming buy, as we all know.

Mr Market ain't interested in future cash flows at the moment, however.

Mr Market wants income now to compensate for the risk of holding any assets in these turbulent times.

[pugugly] 11/4/2012 16:00

and share price of PAL continues to retrace. Something very wrong here. If it was not for potential embedded value I would not continue to follow - HOWEVER given the comments on this board especially about managmetn still avoiding.

[arsene5] 10/4/2012 09:38

*PALM OIL GAINS TO 3,628 RINGGIT A TON, THE HIGHEST IN 13 MONTHS

[arsene5] 27/3/2012 07:37

March 27 (Bloomberg) -- Palm oil production in the first
half of this year will be lower than during the same time last
year, according to Dorab Mistry, director at Godrej
International Ltd.
Mistry, who's traded palm oil for more than three decades,
gave the forecast at an industry conference in Beijing today.

[arsene5] 26/3/2012 06:28

By Swansy Afonso
March 26 (Bloomberg) -- Palm oil climbed for a second day
to the highest level in almost 10 months as rising exports from
Malaysia, the second-largest producer, signaled increased demand
among importers.
The June-delivery contract gained as much as 0.9 percent to
3,457 a metric ton on the Malaysia Derivatives Exchange, the
highest level since June 3, and traded at 3,453 ringgit at 12:19
a.m. in Kuala Lumpur. Futures gained 0.8 percent last week.
Exports from Malaysia advanced 7.7 percent to 1.07 million
tons in the first 25 days of March from the same period in
February, surveyor Intertek said.
"Exports were expected to increase this month because of
some bulk buying from Thailand, which is not a regular buyer,"
Aurobinda Prasad, research head at Karvy Comtrade Ltd., said by
phone from the India city of Hyderabad. "Chinese demand will
continue to remain higher."
Imports by China, the world's largest vegetable oil buyer,
may rise to 6.7 million tons in 2011-2012 from 6 million tons a
year earlier, Thomas Mielke, executive director of Oil World,
said at a forum in Beijing today.
Futures may climb to 4,000 ringgit in the next two to three
months as production will fall in Malaysia, Prasad said. Output,
which reached a record in 2011, may drop each month from March
on a year-on-year basis, Dorab Mistry, a director at Godrej
International Ltd., said March 7.
Soybeans for May delivery rose 0.6 percent to $13.735 a
bushel on the Chicago Board of Trade. Soybean oil advanced 0.3
percent to 55.06 cents a pound.
Palm oil for delivery in September gained 1.3 percent to
8,752 yuan ($1,388) a ton on the Dalian Commodity Exchange.
Soybean oil for delivery in the same month climbed 0.7 percent
to 9,724 yuan a ton.

[arsene5] 09/3/2012 03:16

*PALM OIL GAINS TO 3,357 RINGGIT A TON, HIGHEST SINCE JUNE 7

[samplerboy] 08/3/2012 10:09

Been looking at this for a while and noticed increased activity recently; so decided to buy some shares this morning.

[arsene5] 05/3/2012 06:42

KUALA LUMPUR, March 5 (Bernama) -– The Roundtable on Sustainable Palm Oil
(RSPO) foresees total global sustainable palm oil consumption to double this
year from five per cent last year, given the increasing demand and awareness.
Secretary-General Darrel Webber said Certified Sustainable Palm Oil (CSPO)
global production would also increase in tandem with the expected consumption
upscale.
With multinationals and world''s largest palm oil buyers pledging to source
for RSPO certified palm oil by 2015, the consumption trend has already begun,
which is expected to mirror in the increased sustainable palm oil consumption
foreseen this year, he said.
The production of CSPO, also known as green palm oil, has grown to 11 per
cent from the five million tonnes of global crude palm oil output last year, he
told BERNAMA in an interview.
Webber said Malaysia, among the global leaders in palm oil production, was
leading the pack as top producers, contributing 48 per cent share, with
Indonesia 40 per cent, followed by Papua New Guinea, South America and West
Africa.
"2012 looks to be a better year for us. Certified products are gaining
foothold, contributing to the increasing demand and we are positive to see
this improving this year.
"We saw certified products coming in from Latin America. Thus, this year we
anticipate more output from Latin America and Africa," he said.
Moreover, with RSPO moving into China and India following rising consumer
awareness and with the sustainable palm oil group starting to gain more
recognition in the United States, it foresees consumption pattern to augment
this year, Webber said.
As at end-January, total CSPO volume stood at 5.5 million tonnes, with total
production area at 1.1 million hectares, while total sales amounted to 175,058
tonnes, he said.
Asked whether Malaysia would continue to be the top CSPO producer this year,
Webber said RSPO was upbeat that Malaysia's contribution would increase this
year, given the increased participation from companies, including smallholders
and continuous increase in awareness and government's support.
"But whether Malaysia will remain the top, we don't know because Indonesia
is also coming into play," he said, adding that there are also Malaysians
contributing to the Indonesian volume.
According to the Malaysian Palm Oil Association, the CSPO offtake has not
matched the available supply, with only 52 per cent of CSPO taken up by the
market last year.
Meanwhile, Plantation Industries and Commodities Minister Tan Sri Bernard
Dompok had said there was ample supply of certified sustainable palm oil
currently, but the industry was facing an insufficient uptake.
On another note, the minister clarified that it was the Indonesian Palm Oil
Producers'' Association that withdrew from RSPO in October last year and not
Indonesia, the largest palm oil producer.
"Indonesia didn't pull out, we are still getting applications from other
Indonesian members. We also foresee that CSPO will grow," he added.
The 8th RSPO General Assembly will be held here on Thursday.
-- BERNAMA
STP STP TOM




Author: By Santhia Thevi Panjanadan
Mar/05/2012 14:30 MST

[arsene5] 01/3/2012 07:03

Equatorial Palm Oil has laid the cornerstones of a potentially successful &
valuable palm oil production platform in Liberia, with potentially 169,000 ha of
suitable land in the South East of the country. A small senior & operational
management team has been drawn together that includes perhaps the most
experienced plantations director in the global palm sector; it plans to have
more than 50,000ha of new plantings by 2020. BioPalm Energy, a division of the
wealthy Siva Group of India, has formed a 50/50 Joint Venture with EPO to
develop these Liberian palm assets. This financially strong partner will be an
important factor in securing the necessary funding for this immense project.

Liberia is a society in transition, from post conflict to growth and
development. Sovereign risk has reduced considerably with the peaceful passing
of the late 2011 elections, and the government has set a goal of turning Liberia
into a middle income nation by 2020.The two great influences on the value of the
EPO/BioPalm JV are the planting rate and the discount rate. If the project is
able to come within 90% of its targeted planting rate, then by end 2020 it could
have some 66,000 ha of its concession area planted and perhaps as much as 22,000
ha of out grower plantations also newly planted. This is all possible, but it
requires a 'fair wind'. The more successful the Liberian government is in
realizing the goals of the Liberia Rising program, the lower the country
discount rate will be, thus pushing up the value of the plantation cash flows.
At the positive extreme of our DCF valuation using a discount rate of 10% and
terminal growth rate of 1.5% the implied share price would be 116p, conversely a
discount rate of 15% and terminal growth rate of 0.5% gives 33.6p.

[arsene5] 28/2/2012 07:05

*PALM OIL RISES TO HIGHEST PRICE IN MORE THAN EIGHT MONTHS