NAMU Community

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NAMU Community

Postby NC+ » Fri Jan 27, 2017 1:45 pm

I think its time to look at the NAMU too after impressive performance of WATA.
NAMU having a diversified crops; Mainly Tea, Palm oil, Rubber and less amount of Coconut, Cinnamon
WATA: Mainly Palm oil, Tea
Comparing with WATA; 2nd Q report loss recorded in Tea (WATA), and NAMU Tea loss too.
But 3rd Q WATA reported nearly 100% up with Tea & Palm oil (compared to its 2015)
So, I think we could hope a good 3rd Q report too with NAMU. (Most probably..)
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Re: NAMU Community

Postby GB » Fri Jan 27, 2017 5:30 pm

Chances are high to report good results as tea prices climbed in the last quarter.

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Re: NAMU Community

Postby Value » Sun Jan 29, 2017 5:20 pm

Good pick. They had an exceptional performance in Q2 Sep despite new daily allowances to workers. Daily wages have gone up by 18% during the quarter. Changes in revenue leads to much larger change in PAT. I predict Q3 performance to be less than Q2 but to be impressive.

Namu PAT Rs. Mn
Q1 Q2 Q3 Q4 Total
2016/17 48 191
2015/16 16 50 33 (30) 69
2014/15 59 71 44 (22) 152
2013/14 47 111 84 93 335
2012/13 79 109 131 43 362

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Re: NAMU Community

Postby NC+ » Mon Jan 30, 2017 10:28 am

Thanks GB & Value for your valuable comments and views.. :)
As noted by GB I think there's a more chance for a good 3Q report, not only from Tea but also from risen Palm oil prices as well.. :)
I think from this Q we could hope some better reports in Rubber sector as well.. :)
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Re: NAMU Community

Postby Blue Whale » Mon Jan 30, 2017 11:02 am

The trend of global palm oil prices.
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Re: NAMU Community

Postby Blue Whale » Mon Jan 30, 2017 11:04 am

Palm oil 5Yr trend.
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Re: NAMU Community

Postby NC+ » Mon Jan 30, 2017 11:09 am

Thanks BW :)
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Re: NAMU Community

Postby Blue Whale » Mon Jan 30, 2017 11:12 am

NC+ wrote:Thanks BW :)

I am giving you a push. You have to run the race :D
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Re: NAMU Community

Postby NC+ » Mon Jan 30, 2017 11:28 am

Actually, I start to look at plantation sector from last year end. I posted time to time in TEC and I keep bullish sentiment in Plantation sector. Last WATA Q report boosted my sentiment. :) (I'm holding WATA too)
I think, with recovery of crude oil market we could hope a simultaneous recovery in Tea, Rubber, Palm oil prices.. :)
:D
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Re: NAMU Community

Postby Blue Whale » Mon Jan 30, 2017 11:39 am

Ha haa not a bad guess. Global rubber as well as tea prices too in a swing. Below are 1yr charts for Rubber & Tea.
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Re: NAMU Community

Postby Blue Whale » Mon Jan 30, 2017 2:59 pm

Saw a little interest today on NAMU. I think the relatively low liquidity is also have a say at the price. Some have bought at 80/- also.
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Re: NAMU Community

Postby NC+ » Wed Feb 01, 2017 12:17 pm

50,000 volume done @ 80/- crossing or from market..?
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Re: NAMU Community

Postby Blue Whale » Wed Feb 01, 2017 12:46 pm

Should be a crossing. Is the buyer you?
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Re: NAMU Community

Postby NC+ » Wed Feb 01, 2017 12:58 pm

Blue Whale wrote:Should be a crossing. Is the buyer you?

:D :D My PF is Not that much big... :D
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Re: NAMU Community

Postby Blue Whale » Wed Feb 01, 2017 1:01 pm

NC+ wrote:
Blue Whale wrote:Should be a crossing. Is the buyer you?

:D :D My PF is Not that much big... :D


These days investors money is at banks ne. Not in portfolios ne. So any time the portfolio can be ballooned ne :D
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Re: NAMU Community

Postby SHARK » Tue Feb 14, 2017 4:21 pm

Price is what you pay. Value is what you get.”

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Re: NAMU Community

Postby SHARK » Tue Feb 14, 2017 4:21 pm

Great to see Plantation recovery .....
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Re: NAMU Community

Postby NC+ » Wed Feb 15, 2017 12:17 pm

Not bad Q3 ne.. :)
but low buying pressure..
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Re: NAMU Community

Postby dhanurrox » Wed Feb 15, 2017 12:26 pm

Is it plantation recovery or great management?

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Re: NAMU Community

Postby NC+ » Wed Feb 15, 2017 12:32 pm

Its Recovery of plantation with crude oil..
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Re: NAMU Community

Postby PAT » Mon Feb 20, 2017 9:32 pm

Sri Lanka’s Namunukula Plantations December net up 170-pct

ECONOMYNEXT – December 2016 quarter net profit of Sri Lanka’s Namunukula Plantations shot up 170% to Rs90 million from a year ago as palm oil prices remained high on production shortfalls.

Sales rose 41% to Rs629 million over the period, according to interim results filed with the stock exchange.

Quarterly earnings per share were Rs3.78. The share last traded at Rs86.90.

In the nine months to 31 December 2016, EPS was Rs13.85 with net profit up 231% to Rs329 million while sales rose 33% to Rs1.89 billion from the year before.

Namunukula Plantations, part of the Richard Pieris & Company group, has a diversified crop base and cultivates tea, rubber, oil palm, coconut and cinnamon.

Namunukula Plantations’ losses from the tea business narrowed to Rs73 million from Rs161 million while losses from rubber grew to Rs53 million from Rs34 million.

The firm’s oil palm profits rose 73% to Rs508 million while coconut generated a small profit and cinnamon cultivation a loss, according to the accounts.

Namunukula Plantations has a stake in the AEN Palm Oil Processing (Pvt.) Ltd. joint venture with Agalawatta Plantations and Elpitiya Plantations.
(COLOMBO, Feb 18, 2017)
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Re: NAMU Community

Postby Blue Whale » Wed Feb 22, 2017 5:31 am

Palm oil prices are on the rise. I have published a palm oil chart also in the forum. Better to study Carson group stocks now.
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Re: NAMU Community

Postby Value » Thu Mar 16, 2017 5:22 pm

NC must be very happy:)

NAMUNUKULA PLANTATIONS PLC
Company ID:- NAMU
Date of Announcement:- 16.Mar.2017
Rate of Dividend:- Rs. 7.00 per share / Second Interim Dividend
Financial Year:- 2016/2017
Shareholder Approval:- Not Required
XD:- 27.Mar.2017
Payment:- 30.Mar.2017

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Re: NAMU Community

Postby NC+ » Thu Mar 16, 2017 6:22 pm

Yep Yep Value.. :D :ymhug: Its Monsoon of dividends; Yesterday REXP, today NAMU :)
Its nearly 9% dividend yield compared to CMP..
:)
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Re: NAMU Community

Postby GB » Thu Apr 20, 2017 8:16 pm

Seems that most of them have forgoten the NAMU at the movement. With compaired to increase of Tea prices WATA share appreciated more than 40%. But NAMU still under ground. Collecting below 80 whould not be a bad decission as per my view.
Holding ; and wating to collect more below 80.


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