R.e.a Share Discussion Threads

[exbroker] 13/9/2012 18:50

Re is this about coal, no it was all to do with falling out of the All Share index on June 15 that's why the price was under pressure and the volume so high around that date.

[johnrxx99] 16/8/2012 05:09

Coming back very nicely. More to go imo.

[pugugly] 17/6/2012 12:10

undervaluedassets;> Good point - I had missed pLUS Japan restarting some reactors so could possilbly increase downward pressure on hydrocabon pruces by reducing demand for gas and a knock-on effect on coal.

One for the back burner - Revenue is there, it is just a case of share price falling to an acceptable buying level in respect of yield.

[undervaluedassets] 17/6/2012 09:41

Is this about coal too?

coal has gone very cinderella lately.

palm oil price is also off substantially with along with crude

[johnrxx99] 17/6/2012 05:28

AGM was not bright thus continued negativity. The Malaysian IPO has done anything to help either. Watch and wait.

Pugugly, thanks for that, you could well be right but at 200p it would be quite a steal, assuming half the worlds population hasn't gone.

[pugugly] 31/5/2012 17:08

johnrxx99:> Have a look at the 10 year graph - Chartists might say it is making a very extended head and shoulders wit a downside of about 200p

I have not checked fundamantals - Only graphic pattern.

[johnrxx99] 29/5/2012 09:56

I'm a bit risk averse at the moment (understatement) until this Greek situation quietens or blows up. I suspect Spain will continue whatever.

It looks a bargin at these levels until I look at the 5 year graph. Borrowings are still essential and a meltdown could have serious short term consequences.

[undervaluedassets] 08/5/2012 08:25

yes weird.

I can find nothing wrong here.

opportunity?

[hectorp] 06/5/2012 18:14

It's much lower fast... on watch.

[gill23] 26/4/2012 14:14

have i got this right, there is a futures market for house prices? like ftse or dax?

[johnrxx99] 23/2/2012 01:51

This board is probably for my own benefit to track the company. I have a small holding.

[johnrxx99] 23/2/2012 01:26

A somewhat neglected palm oil producer and coal dealer. Feb 2012's trading update was positive and they are meeting goals in a consistant manner. They are trying to create a more Indonisian friendly corporate structure and they seem to be able to handle local disputes reasonably well.

No doubt part of the unattractiveness of the company is the location thus it is trading on a per of under 7 with a peg of 0.27 and pays a small dividend.

Palm oil has had bad press over the years but REA have many years of experience and are developing their acreage in an established palm oil area and also encourage artisan production which they mill.

[topvest] 01/10/2011 15:17

Can someone explain the story re. the preference shares here please and the various capitalisation issues?

I don't quite understand why the company issues preference shares to holders free to augment low returns from ordinary dividends due to lack of cash flow because of the extensive capex programme.

[tommy51] 25/8/2011 14:38

A very quiet board considering all the recent share price activity - still that is nice !

LONDON (ShareCast) - Indonesian palm oil producer REA Holdings posted a surge in profits in the six months to 30 June as it upped production and benefited from higher prices, with a coal production operation also proving a nice little sideline.

Pre-tax profits rose to $36.9m from $20.1m on sales that soared to $75.5m from $50.3m.

While prices of both commodities have been strong, the company said higher input costs and expenses related to the start-up of coal operations held back profits.

"Notwithstanding current uncertainties in the international financial markets, prices within the vegetable oil complex have remained at historically high levels as, indeed, have coal prices," the company said.

"The fundamentals of both markets still appear good with physical consumption absorbing available supply at current price levels and rising demand from both China and India underpinning both markets."

[sammu] 12/6/2011 23:37

Thanks for the links Tommy, an interesting read.
I'll have a closer look at AEP when I get more time, but following a quick look I prefer REA. I love coal, so it is nice to have that in (for free).

[tommy51] 31/5/2011 17:17

Thanks Skanjete ,

I came accross REA while looking at something else and did look at AEP as well . It was the stuff on the Hardmandco web site which helped , you've probably seen this but may be of interest to newbies like me.

[skanjete2] 31/5/2011 13:39

Tommy,
This seems to be a good entry price. I'm expecting some 80p/sh profit this year, rising to 92p/sh next year. This is excluding any BA gain, and a CPO price of around 900$/ton. I'm not taking into account their coal business.

CPO production will rise over the next few years, the necessary investments have been done over the past few years, so cash flow will be considerable in the coming years.
A lot will depend of the CPO price of course, which is high at the moment.

Although REA is quality and decent value at these prices, AEP is imho even better quality and cheaper... I own both but with accent on AEP.

[tommy51] 31/5/2011 12:48

Bought in today at 681, all looks good re fundementals and charts .....said of course with the positivity of a newbie . Would welcome some thoughts on RE. even if negative.

[sammu] 21/4/2011 23:49

Wow - results day and no shares traded.

[sammu] 20/12/2010 16:55

New all time high today, nobody very interested.