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Here is a detailed look at what Morph has invested in.
Taken from Handshake.com.sg
Taken from Handshake.com.sg
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Kencana Agri
Kencana Agri
Kencana Agri
04-06-2015, 03:35 PM
Dear fellow VB,
ST (04 June 2015) reported lagi more jialat effects from El Nino. Refer to ST pg 10 headline reads "El Nino set to hit world grain production". FAO also warned that this "could last all year, impacting world grain production". PS: I seldom read papers... But, this is like wow! Looking at pics of cracked dried muddied grounds. Natural calamities gives no mercy indeed.
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips. The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step. 
04-06-2015, 11:23 PM
(This post was last modified: 05-06-2015, 08:28 AM by Curiousparty.)
Hi Vesfreq
Kencana is still struggling to rear its head... Do u think it will make a loss this year again? I understand that things would only start to get better from next year onwards because of the impact of biodiesel mandate which will be ramped up again in 2016..
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
05-06-2015, 09:49 AM
(04-06-2015, 11:23 PM)Curiousparty Wrote: Hi Vesfreq The recent quarter fx losses are massive. Rupiah still weak, though Indo central bank promised to take action to support rupiah. But, their reporting in USD. Strange, still fx loss. I tend to agree with you. El Nino effect seems quite bad as per the ST yesterday. Biodiesel mandate also dunno if govt can enforce effectively, though its a good catalyst for better revenue. Your view?
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips. The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step.
07-06-2015, 06:51 PM
New update from Fortune.com
http://fortune.com/2015/06/03/el-nino-asia/ Another update from Bloomberg http://www.bloomberg.com/news/articles/2...ary-policy
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips. The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step.
16-06-2015, 12:56 PM
Will Kencana go bankrupt before CPO price recovers?
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
17-06-2015, 12:17 AM
(16-06-2015, 12:56 PM)Curiousparty Wrote: Will Kencana go bankrupt before CPO price recovers?Bro, You very free. Any reason for that remark? Just puzzled!
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips. The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step.
17-06-2015, 12:55 AM
If El Nino does not materialize and CPO price continues to languish, not sure whether Kencana can survive another year of loss (i.e. negative net income)??
(17-06-2015, 12:17 AM)vesfreq Wrote:(16-06-2015, 12:56 PM)Curiousparty Wrote: Will Kencana go bankrupt before CPO price recovers?Bro,
[I am not here to promote any stocks. Please always do your own research before embarking on any investment decision. I will not be liable for any of your own decisions. Your use of any information or materials is entirely at your own risk. It is your responsibility to ensure that any products, services or information meet your specific requirements. I do not produce material which meets the objectives of any specific financial and risk profile of investors.]
17-06-2015, 01:47 PM
(17-06-2015, 12:55 AM)Curiousparty Wrote: If El Nino does not materialize and CPO price continues to languish, not sure whether Kencana can survive another year of loss (i.e. negative net income)??El Nino is almost a foregone conclusion, except that the effects of it on commodity are quite uncertain. Kencana has real assets (those palm plantations) at least. Patience pays dividends.
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips. The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step.
20-06-2015, 05:58 PM
Strange thing is.
http://sbr.com.sg/agribusiness/news/wilm...s-strength If El Nino is a catalyst for the cpo price to spike and it is also potential cause for the feedstock costs to spike, margins will improve? no?
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips. The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step. |
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