tag:blogger.com,1999:blog-2011194091106156925.post575042719474651542..comments2024-03-27T14:09:10.049-07:00Comments on Sillyinvestor: NAV limitations: A comparison of Golden Agri and First ResourcesUnknownnoreply@blogger.comBlogger10125tag:blogger.com,1999:blog-2011194091106156925.post-71455931393136563382015-11-18T00:06:39.380-08:002015-11-18T00:06:39.380-08:00Do you need Personal Loan?
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Uns...Do you need Personal Loan?<br />Business Cash Loan?<br />Unsecured Loan<br />Fast and Simple Loan?<br />Quick Application Process?<br />Approvals within 24-72 Hours?<br />No Hidden Fees Loan?<br />Funding in less than 1 Week?<br />Get unsecured working capital?<br />Contact Us At :majidvijahlending@gmail.com <br /><br />LOAN SERVICES AVAILABLE INCLUDE:<br />================================<br />*Commercial Loans.<br />*Personal Loans.<br />*Business Loans.<br />*Investments Loans.<br />*Development Loans.<br />*Acquisition Loans .<br />*Construction loans.<br />*Business Loans And many More:<br /><br />LOAN APPLICATION FORM:<br />=================<br />Full Name:................<br />Loan Amount Needed:.<br />Purpose of loan:.......<br />Loan Duration:..<br />Gender:.............<br />Marital status:....<br />Location:..........<br />Home Address:..<br />City:............<br />Country:......<br />Phone:..........<br />Mobile / Cell:....<br />Occupation:......<br />Monthly Income:....<br /><br />Contact Us At :majidvijahlending@gmail.comAnonymoushttps://www.blogger.com/profile/09902264397980609315noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-32512074199180023812015-08-12T20:44:59.652-07:002015-08-12T20:44:59.652-07:00Hi Edwin,
I really appreciate your long comment. ...Hi Edwin,<br /><br />I really appreciate your long comment. I read it through at least 3 times, especially the areas which one could look at. Some of it like the management track records and its precedessor I did look at it, just didn't include it as the post it's about NAV.<br /><br />an analyst is said in jest, I know I am not up to it, but do people really buy companies analyst report?? I thought it comes free with the brokerage account.<br /><br />Thanks ago, it is so much easier to just ignore this post. I am still looking at commodity plays. Including Wilmar and Noble. Good to be able to see it in different lights.<br /><br />What u mentioned are mostly Macro factors, Nino, CPO price etc, but the execution also make hell of a difference, just like at crushing profits at Wilamr and Goldan Agri at China, is there any company specific items that one should not overlooked? <br /><br />It seems branding does matter a lot Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-71439363522291547792015-08-12T08:56:18.806-07:002015-08-12T08:56:18.806-07:00You are still far from being an analyst. No sweet ...You are still far from being an analyst. No sweet talk from me, in finance you get shit on your face. But I appreciate your effort. <br /><br />The few things you overlooked:<br /><br />Forecast of palm oil future and USD versus palm oil inventory and forecast, why market is right and why wrong<br />Weather forecast and statistic, e.g El Nina, El Nino<br />Correlation as pertain to crude oil is 0.1 (can be found on malaysian palm oil futures web, google it if unsure), but is it purely 0.1 and why? <br />Most industrial fertilizers are derived from crude oil. Labor are of Indonesian, rupiah in cost. No cost analysis from you.<br />GAgr decides to let their oil palm plantations expire, why? Any new partners in hand? What technology are there to grow new shoots? What they gonna do with expiring trees?<br />What other investment are they getting into?<br />Upward to downward integration? Possible?!?!<br />Apart from biological asset, factories and grants are a big deal. Grants gives sudden cash spike.<br />Depreciation gives a big discretion. <br />Widjaja family history not shown. They have defaulted big on banks before.<br /><br />In summary, you analyze asset and partial cash flow. No analytic for management, tail risk factor, cost, general economic climate. In any time when you do that, your report can be sold as a market product.<br /><br />Meanwhile those who look at only balance sheet figures, numbers are not finance, that's called primary school maths.<br /><br />Regards,<br />Edwin Ng, <br />Team lead for CFA-SG 2012 FICS construction and agriculture sectorAnonymoushttps://www.blogger.com/profile/01691948851071593712noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-33830017379654062182015-02-03T01:09:40.775-08:002015-02-03T01:09:40.775-08:00Yes. You can do a career shift.
Well. I just look...Yes. You can do a career shift.<br /><br />Well. I just looks at financial ratio. Do not really do deep analysis leh.<br /><br />Sometime I just follow others buy buy. <br />Some i earn, some i lose.<br /><br />I just looks at their financial data. If healthy then I buy.<br /><br />I still stick to my rule. Buy blue chip better.<br /><br />yehhttps://www.blogger.com/profile/12571111570066245051noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-177020609351347332015-02-02T15:24:33.092-08:002015-02-02T15:24:33.092-08:00Yeh?
Pro? U think I can get a job as a analyst to...Yeh?<br /><br />Pro? U think I can get a job as a analyst too? <br /><br />Anyway, between winning foolishly or losing money intelligently, I prefer the formwrSillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-75470471392399770072015-02-02T05:48:05.838-08:002015-02-02T05:48:05.838-08:00hi mike
u do the above analysis? very Pros...hi mike<br />u do the above analysis? very Pros...yehhttps://www.blogger.com/profile/12571111570066245051noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-12228999018669939742015-02-02T04:55:51.381-08:002015-02-02T04:55:51.381-08:00Hi B,
I am wondering if Golden Agri price can fal...Hi B,<br /><br />I am wondering if Golden Agri price can fall enough to give a more respectable 4% yield? If I have that, I would be more intersted.<br /><br />I do not think that will be forecoming. Because when it hit 30 cents, I do but think dividend will remain the same.<br /><br />The widija family need to show people they are willing to scale back Capex during such bad times, increase cash flow and increase payout. That will be a catalyst! But I seriously do not think they will do so this. Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-27908118927414531072015-02-02T02:21:21.683-08:002015-02-02T02:21:21.683-08:00Hi Silly investor
Good job and thanks in highligh...Hi Silly investor<br /><br />Good job and thanks in highlighting that.<br /><br />Ive never really studied and analyzed commodities as they are in a cyclical nature but they sure looked beaten these days as hell. We will see if those days are gone or when they are rising back.Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-83636833090528878732015-02-02T02:07:49.494-08:002015-02-02T02:07:49.494-08:00Hi Yeh,
Thanks for the recommendation, I did take...Hi Yeh,<br /><br />Thanks for the recommendation, I did take a look at various commodity players like Noble, Wilmar etc. <br /><br />First budbear is the yield is too super low, just like Agri.<br /><br />Also, they are too diversed to make correlation to any price movement meaningful.<br /><br />I find Noble more interesting than Wilmar though ...Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-29192435878439153352015-02-01T05:22:05.805-08:002015-02-01T05:22:05.805-08:00i prefer wilmari prefer wilmaryehhttps://www.blogger.com/profile/12571111570066245051noreply@blogger.com