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Plantation sector updates
The Investor Sentiment - Equity and investments forum for Sri Lankans :: Equities :: Industry Analysis :: Plantations
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Re: Plantation sector updates
Some suggested not to touch them with even a Bargepole and let's hear from them even.

කිත්සිරි ද සිල්වා- Top contributor
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Re: Plantation sector updates
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?
jiggysaurus- Top contributor
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Re: Plantation sector updates
The Invisible- Posts : 221
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Age : 38
Re: Plantation sector updates
The Invisible- Posts : 221
Join date : 2016-11-28
Age : 38
Re: Plantation sector updates
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.
Future123- Active Member
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Re: Plantation sector updates
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.
The Invisible- Posts : 221
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Re: Plantation sector updates
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..
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smallville- Top contributor
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Re: Plantation sector updates
Defa then more bargaining at this rate?
jiggysaurus- Top contributor
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Re: Plantation sector updates
The Invisible- Posts : 221
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Re: Plantation sector updates
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.
Future123- Active Member
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Re: Plantation sector updates
Is it? Why?smallville wrote:You cant compare the last qtr of plantations to the recent qtr and say its not good.
CK- Active Member
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Re: Plantation sector updates
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.
jiggysaurus- Top contributor
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Re: Plantation sector updates
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..








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.
Future123- Active Member
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Re: Plantation sector updates
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..![]()
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How the power of the promotion? Worked no? Now time to do some quality shoeshining.
jiggysaurus- Top contributor
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Re: Plantation sector updates
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..![]()
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How the power of the promotion? Worked no? Now time to do some quality shoeshining.
Future123- Active Member
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Join date : 2014-04-09
Re: Plantation sector updates
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.
Future123- Active Member
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Re: Plantation sector updates
Pls keep doing your analysis.
CK- Active Member
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jiggysaurus- Top contributor
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Re: Plantation sector updates
All critisizers of plantain promotors should be banned from the forum
jiggysaurus- Top contributor
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Join date : 2014-07-09
Re: Plantation sector updates

කිත්සිරි ද සිල්වා- Top contributor
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Re: Plantation sector updates

BTW.. what r ur best bets man?
_________________
I take risks as a Trader and I select stocks based on Tech and daily Cash in/out. Therefore, my methods may not suit u.. so DYO analysis before making any decisions.
smallville- Top contributor
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Re: Plantation sector updates
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
jiggysaurus- Top contributor
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Re: Plantation sector updates
All plantain companies down results but the Bogga run Polwatta delivers double the profit.
jiggysaurus- Top contributor
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Re: Plantation sector updates
How will be UDPL, HAPU, ELPL, BALA respond to this?
The Invisible- Posts : 221
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Page 3 of 5 • 1, 2, 3, 4, 5
The Investor Sentiment - Equity and investments forum for Sri Lankans :: Equities :: Industry Analysis :: Plantations
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