Re: Plantation sector updates

by CK on Mon Jul 24, 2017 9:33 pm

Thank you invi.

by කිත්සිරි ද සිල්වා on Mon Jul 24, 2017 10:20 pm

Some suggested not to touch them with even a Bargepole and let's hear from them even. Very Happy

by jiggysaurus on Wed Jul 26, 2017 10:49 pm

කිත්සිරි ද සිල්වා wrote:
Some suggested not to touch them with even a Bargepole and let's hear from them even.

Ayyo how the powerful TAPL laying an egg? Going from 10 EPS in 4Q to 2 EPS in 1Q. At least bulding the cash.

Then better results coming via Tapalen?

by The Invisible on Thu Jul 27, 2017 5:28 am

There is something of one-off nature in the quarterly result. That is why TPL's PAT decline QoQ but it will be bouncing back.

by The Invisible on Thu Jul 27, 2017 11:22 am

The TPL quarter result has given the waited investors another chance to grab some @ low price. And that what happening at the moment on board. People who want to collect start collecting now, not for next week but for next quarter.

by Future123 on Thu Jul 27, 2017 4:25 pm

This is true Invisible. The tea prices are increasing in weekly tea auctions indicating that September quarter would be a better one than June.

TPL's cost of sales is too high and that's a unique situation for that particular company for this quarter. They may have done some fertilization or replanting which we don't know but the revenue increased substantially.

We have to wait for other plantation company results. TSML reported good results this quarter.

Note: Please note that plantation shares are extremely cyclical and good for trading purposes and I do not hold them as long term investment. New comers please be careful with this. Please do your own research before investing.

The Invisible wrote:The TPL quarter result has given the waited investors another chance to grab some @ low price. And that what happening at the moment on board. People who want to collect start collecting now, not for next week but for next quarter.

by The Invisible on Thu Jul 27, 2017 11:44 pm

Future123 wrote:This is true Invisible. The tea prices are increasing in weekly tea auctions indicating that September quarter would be a better one than June.

TPL's cost of sales is too high and that's a unique situation for that particular company for this quarter. They may have done some fertilization or replanting which we don't know but the revenue increased substantially.

We have to wait for other plantation company results. TSML reported good results this quarter.

Note: Please note that plantation shares are extremely cyclical and good for trading purposes and I do not hold them as long term investment. New comers please be careful with this. Please do your own research before investing.

The Invisible wrote:The TPL quarter result has given the waited investors another chance to grab some @ low price. And that what happening at the moment on board. People who want to collect start collecting now, not for next week but for next quarter.

Agree with you F123.I believe today we had a great bargain opportunity with TPL @ 45/-. If anybody able to grab some at this price they will be very happy by the time next quarter result is out.

by smallville on Fri Jul 28, 2017 7:51 am

You cant compare the last qtr of plantations to the recent qtr and say its not good. Ppl who did so sold yesterday at low prices.

Actually if you compare the same qrt in 2016 and 2017, TPL started the year with a good EPS.. Go calculate and see.. This is what matters.. 59% more revenue (COS is high 50% too which is not good) and a positive EPS compared to loss in previous year same qtr..

by jiggysaurus on Fri Jul 28, 2017 10:37 pm

How the powerful HOPL laying another egg? Going from 3 EPS in 4Q to 0.57 EPS in 1Q.
Defa then more bargaining at this rate?

by The Invisible on Sat Jul 29, 2017 8:55 am

Its too early to compare and come to a conclusion about the entire sector. Let's wait till more results are out. YoY growth is what matters.

by Future123 on Sat Jul 29, 2017 8:26 pm

Plantation companies reporting good revenue similar to March 2017 quarter but why their cost of sales increase too much? The major component is the wages and as far as we know there was no increase in wages within the last 3 months.

Are plantation companies manipulating their accounts?

Except for TSML the other plantation companies reported drop in profits in June quarter compared to March.

In the weekly tea auction (Week 28), tea prices have gone up especially high grown and it continuously going up slowly. Then why do they report very low profit?

Note: Newcomers be careful as the plantation sector is extremely cyclical and the profits are highly volatile.

by CK on Sat Jul 29, 2017 8:29 pm

smallville wrote:You cant compare the last qtr of plantations to the recent qtr and say its not good.

Is it? Why?

by jiggysaurus on Sat Jul 29, 2017 10:56 pm

Future123 wrote:

In the weekly tea auction (Week 28), tea prices have gone up especially high grown and it continuously going up slowly. Then why do they report very low profit?

That is a very powerful story. The plantains are selling the kilo for 650 and paying the pickers 700. Now this 650 only for this year because other plantain countries having sunny weather......when things go back to normal 450 levels what do you think will happen to the low profits? Will it go high then? If not then why inventers want to over pay in good times when you know the bad times are soon cumming?

Tea loss always needing to be subsidized by palms and the rubbers and the tree selling

Nice to do a quick trade and dump to the begger boys though.

by Future123 on Sat Jul 29, 2017 11:54 pm

That's what I said to avoid plantation as the results are too volatile. It's better to avoid plantation shares completely as the results are disappointing. Please read my post in full.

Btw, Where have you been so long? You heavily promoted UNP and completely disappeared for 2.5 years then coming back with your usual shoeshine kindi talk.. Very Happy

jiggysaurus wrote:
Future123 wrote:

In the weekly tea auction (Week 28), tea prices have gone up especially high grown and it continuously going up slowly. Then why do they report very low profit?

That is a very powerful story. The plantains are selling the kilo for 650 and paying the pickers 700. Now this 650 only for this year because other plantain countries having sunny weather......when things go back to normal 450 levels what do you think will happen to the low profits? Will it go high then? If not then why inventers want to over pay in good times when you know the bad times are soon cumming?

Tea loss always needing to be subsidized by palms and the rubbers and the tree selling

Nice to do a quick trade and dump to the begger boys though.

by jiggysaurus on Sun Jul 30, 2017 12:38 am

Future123 wrote:

Btw, Where have you been so long? You heavily promoted UNP and completely disappeared for 2.5 years then coming back with your usual shoeshine kindi talk..

How the power of the promotion? Worked no? Now time to do some quality shoeshining.

by Future123 on Sun Jul 30, 2017 12:51 am

Ohh shit man. You have never come up with any analysis so far. Have you ever did any research or any valuable contribution. You only crusade people who do some analysis.

You don't read the full forum post and criticize others. Please read the full post before you comment. I don't want to argue with you man. Just leave it.

jiggysaurus wrote:
Future123 wrote:

Btw, Where have you been so long? You heavily promoted UNP and completely disappeared for 2.5 years then coming back with your usual shoeshine kindi talk..

How the power of the promotion? Worked no? Now time to do some quality shoeshining.

by Future123 on Sun Jul 30, 2017 1:01 am

I'm extremely demotivated due to the idiotic comments made by Jiggysaurus.
This man is portraying me as I was promoting plantation shares. I only said there was a trading opportunity sometimes back and repeatedly warned that the plantation sector is extremely cyclical and too dangerous.

I'm losing interest to write due to people of this caliber who never ever made any research or valuable contribution and only pass bloody hints on contributors. A final warning. Please beware of plantation shares as this is extremely seasonal.

by CK on Sun Jul 30, 2017 6:00 am

future I think he only replied to your unp comment in a fun way. So don't get upset. I think he didn't mean it to you..
Pls keep doing your analysis.

by jiggysaurus on Sun Jul 30, 2017 5:01 pm

Aka Koheda Yanne Malle Pol Syndrome.

by jiggysaurus on Sun Jul 30, 2017 8:47 pm

But defa i also agree that plantain promotors should not be allowed to be critisized.

All critisizers of plantain promotors should be banned from the forum

by කිත්සිරි ද සිල්වා on Sun Jul 30, 2017 9:20 pm

Jiggy theory - Buy when others are demoting and sell when others are promoting. Very Happy

by smallville on Mon Jul 31, 2017 6:21 pm

Yo jiggy, good to see u here after long time.. U've gone fat or wat? Very Happy

BTW.. what r ur best bets man?

by jiggysaurus on Tue Aug 01, 2017 8:27 pm

smallville wrote:Yo jiggy, good to see u here after long time.. U've gone fat or wat?

BTW.. what r ur best bets man?

Yes very phat.....waiting for the powerful GMNet's prediction of 6,600 in 2018 to come true.

I'm now going to the investment books and trying out the low price 2 boob formula.

With shoeshine land having 2 party govt felt better to be safe with some margins.

So all low price to boob stocks now. APLA, few finCos, Thambiya's hooker hotel and boat, LWL, HAYL, DIMO, RAL, SHAW......real parippu portfolio with no movement for months at a time

Latest is a little try on the Pharmacy expecting shoeshines to start shining when they declare a dividend in about 6 months

by jiggysaurus on Wed Aug 09, 2017 9:04 pm

How the power of the Bogga?

All plantain companies down results but the Bogga run Polwatta delivers double the profit.

by The Invisible on Thu Aug 10, 2017 10:02 am

WATA, MAL, TPL, KVAL, etc made growth YoY. However WATA and MAL able to beat the QoQ game as well.

How will be UDPL, HAPU, ELPL, BALA respond to this?

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