CFLB hidden gem

@kanishkaecomm wrote:My Expectation is people will be collecting 350k per day from tomorrow for three days! CFLB.N will be passed over 18+ with in this week!!!!


#StayHomeStaySafe

@kanishkaecomm wrote:My Expectation is people will be collecting 350k per day from tomorrow for three days! CFLB.N will be passed over 18+ with in this week!!!!


#StayHomeStaySafe

@cseguide wrote:Why i am saying CFLB is a hidden gem
·         40 billion turnover company
·         They have about 40 subsidiaries belong to CFLB
·         Its land bank in heart of Colombo
·         investment in Quoted  and  non Quoted Companies
 
2019
" High interest rates, high taxes, subdued demand as a result of low consumer spending and weak commodity prices have all had an impact on the performance of the Group." Chairman saying in 2019 Annual report .
2020
But in this year.(2020) Interest rate reduced to all time low.
·         interest expenses  will reduce sharply resulting higher profit in this year
·         Vat reduced and consumer spending recovering higher income from all sectors.
 
In 2019
" The steep decline in tea prices, witnessed at the Colombo Auction as well as continued weakness in the global
market for Natural Rubber has seen both the Group’s Plantation companies run at a significant loss."
In 2020
Good Tea and Rubber prices both have a greater impact to their plantation losses to reduce and come to come profitability
 
 
They have about 40 subsidiaries belong to CFLB (page 83 of annual report 2019) Some had greater run recently reflecting their share price to increase due to either reducing their losses or recording healthy profits
I am only  giving few of them here.

Subsidiary	Effective holding by CFLB	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CWM	38%	36	45.00	25%
KOTA	61%	5	8.10	62%
LDEV	47.3%	2.2	5.60	154%
LITE	31%	9	17.10	90%
COLO	65%	50	80.00	60%
YORK	50%	60	110.00	83%
MARA		1.20	2.30	91%
Average growth %				80%

 

	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CFLB	Rs 9.50	Rs 13.90	46

 
Comparing above figure we can clearly see that the price increase of its subsidiaries are not reflected in CFLB share price. some of its subsidiaries have increased there prices over 80% ( LDEV 154%, LITE 90%). Therefore we can see that CFLB share price has a clear upward revision to come to its fair value. Not only that subsidiaries like COLO is still greatly undervalued compare to its peers like CINV and GUAR.
 
Sunquick Lanka (Private) Limited
C.W. Makie PLC has a 49% interest in Sunquick Lanka (Private) Limited, a joint  venture formed for the purpose of manufacturing, processingand marketing Co-Ro’s products in the form of concentrates and ready to drink (RTD) products marketed under ’Sunquick’ brand.
 
NAV of CFLB 22.73 (on june 2020). Is a 40 billion turnover company and just trading its shares for 13.90 Rs.  compare to 2-3 billion some companies trading their shares in similar range. In addition to all these it has  a great company to cope with current agriculture related businesses. It is LANKEM CEYLON PLC. it has considerable share in agric product segment like agro chemicals and plantations.
Other two strength of this company include its land bank in the heart of Colombo and suburbs and the investment portfolio of quoted and non quoted companies.  page 77- page 99 of Annual report 2019)
some of its well-known brands
KOTAGALA
LANKEM
LAXAPANA
SUNQUICK
AGARAPATHANA
C.W. MACKIE
YORK ARCADE
E.B. CREASY & COMPANY PLC

@subash81 wrote:

@cseguide wrote:Why i am saying CFLB is a hidden gem
·         40 billion turnover company
·         They have about 40 subsidiaries belong to CFLB
·         Its land bank in heart of Colombo
·         investment in Quoted  and  non Quoted Companies
 
2019
" High interest rates, high taxes, subdued demand as a result of low consumer spending and weak commodity prices have all had an impact on the performance of the Group." Chairman saying in 2019 Annual report .
2020
But in this year.(2020) Interest rate reduced to all time low.
·         interest expenses  will reduce sharply resulting higher profit in this year
·         Vat reduced and consumer spending recovering higher income from all sectors.
 
In 2019
" The steep decline in tea prices, witnessed at the Colombo Auction as well as continued weakness in the global
market for Natural Rubber has seen both the Group’s Plantation companies run at a significant loss."
In 2020
Good Tea and Rubber prices both have a greater impact to their plantation losses to reduce and come to come profitability
 
 
They have about 40 subsidiaries belong to CFLB (page 83 of annual report 2019) Some had greater run recently reflecting their share price to increase due to either reducing their losses or recording healthy profits
I am only  giving few of them here.

Subsidiary	Effective holding by CFLB	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CWM	38%	36	45.00	25%
KOTA	61%	5	8.10	62%
LDEV	47.3%	2.2	5.60	154%
LITE	31%	9	17.10	90%
COLO	65%	50	80.00	60%
YORK	50%	60	110.00	83%
MARA		1.20	2.30	91%
Average growth %				80%

 

	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CFLB	Rs 9.50	Rs 13.90	46

 
Comparing above figure we can clearly see that the price increase of its subsidiaries are not reflected in CFLB share price. some of its subsidiaries have increased there prices over 80% ( LDEV 154%, LITE 90%). Therefore we can see that CFLB share price has a clear upward revision to come to its fair value. Not only that subsidiaries like COLO is still greatly undervalued compare to its peers like CINV and GUAR.
 
Sunquick Lanka (Private) Limited
C.W. Makie PLC has a 49% interest in Sunquick Lanka (Private) Limited, a joint  venture formed for the purpose of manufacturing, processingand marketing Co-Ro’s products in the form of concentrates and ready to drink (RTD) products marketed under ’Sunquick’ brand.
 
NAV of CFLB 22.73 (on june 2020). Is a 40 billion turnover company and just trading its shares for 13.90 Rs.  compare to 2-3 billion some companies trading their shares in similar range. In addition to all these it has  a great company to cope with current agriculture related businesses. It is LANKEM CEYLON PLC. it has considerable share in agric product segment like agro chemicals and plantations.
Other two strength of this company include its land bank in the heart of Colombo and suburbs and the investment portfolio of quoted and non quoted companies.  page 77- page 99 of Annual report 2019)
some of its well-known brands
KOTAGALA
LANKEM
LAXAPANA
SUNQUICK
AGARAPATHANA
C.W. MACKIE
YORK ARCADE
E.B. CREASY & COMPANY PLC

Thanks

@judecroos wrote:

@subash81 wrote:

@cseguide wrote:Why i am saying CFLB is a hidden gem
·         40 billion turnover company
·         They have about 40 subsidiaries belong to CFLB
·         Its land bank in heart of Colombo
·         investment in Quoted  and  non Quoted Companies
 
2019
" High interest rates, high taxes, subdued demand as a result of low consumer spending and weak commodity prices have all had an impact on the performance of the Group." Chairman saying in 2019 Annual report .
2020
But in this year.(2020) Interest rate reduced to all time low.
·         interest expenses  will reduce sharply resulting higher profit in this year
·         Vat reduced and consumer spending recovering higher income from all sectors.
 
In 2019
" The steep decline in tea prices, witnessed at the Colombo Auction as well as continued weakness in the global
market for Natural Rubber has seen both the Group’s Plantation companies run at a significant loss."
In 2020
Good Tea and Rubber prices both have a greater impact to their plantation losses to reduce and come to come profitability
 
 
They have about 40 subsidiaries belong to CFLB (page 83 of annual report 2019) Some had greater run recently reflecting their share price to increase due to either reducing their losses or recording healthy profits
I am only  giving few of them here.

Subsidiary	Effective holding by CFLB	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CWM	38%	36	45.00	25%
KOTA	61%	5	8.10	62%
LDEV	47.3%	2.2	5.60	154%
LITE	31%	9	17.10	90%
COLO	65%	50	80.00	60%
YORK	50%	60	110.00	83%
MARA		1.20	2.30	91%
Average growth %				80%

 

	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CFLB	Rs 9.50	Rs 13.90	46

 
Comparing above figure we can clearly see that the price increase of its subsidiaries are not reflected in CFLB share price. some of its subsidiaries have increased there prices over 80% ( LDEV 154%, LITE 90%). Therefore we can see that CFLB share price has a clear upward revision to come to its fair value. Not only that subsidiaries like COLO is still greatly undervalued compare to its peers like CINV and GUAR.
 
Sunquick Lanka (Private) Limited
C.W. Makie PLC has a 49% interest in Sunquick Lanka (Private) Limited, a joint  venture formed for the purpose of manufacturing, processingand marketing Co-Ro’s products in the form of concentrates and ready to drink (RTD) products marketed under ’Sunquick’ brand.
 
NAV of CFLB 22.73 (on june 2020). Is a 40 billion turnover company and just trading its shares for 13.90 Rs.  compare to 2-3 billion some companies trading their shares in similar range. In addition to all these it has  a great company to cope with current agriculture related businesses. It is LANKEM CEYLON PLC. it has considerable share in agric product segment like agro chemicals and plantations.
Other two strength of this company include its land bank in the heart of Colombo and suburbs and the investment portfolio of quoted and non quoted companies.  page 77- page 99 of Annual report 2019)
some of its well-known brands
KOTAGALA
LANKEM
LAXAPANA
SUNQUICK
AGARAPATHANA
C.W. MACKIE
YORK ARCADE
E.B. CREASY & COMPANY PLC

Thanks

Thank you for the detailed information. I also heard that this valuable share is heavily undervalued and will move up in very very short time.

@invest thinker wrote:how interpreted CFLB hidden Gem, Directors knows, than us. better to exit CFLB. Director gave signal for upcoming financial results earliest. please think, if co. financial well perform, director never exit early. Directors already gave signal some shares,

RAL
CFLB
RWSL
PAP

WHAT happened recently that share price.. 

this is my point of view, if i am wrong.. pls, tell me. 

do you believe how many CFLB subsidiary perform well this qtr? forget about price changes.. i highlighted financial performance. most of co. suffer with losses. director knows, future also. when financial stat, uploaded they will again collect shares @ lower prices.. they again sold @ top prices.

@invest thinker wrote:how interpreted CFLB hidden Gem, Directors knows, than us. better to exit CFLB. Director gave signal for upcoming financial results earliest. please think, if co. financial well perform, director never exit early. Directors already gave signal some shares,

RAL
CFLB
RWSL
PAP

WHAT happened recently that share price.. 

this is my point of view, if i am wrong.. pls, tell me. 

do you believe how many CFLB subsidiary perform well this qtr? forget about price changes.. i highlighted financial performance. most of co. suffer with losses. director knows, future also. when financial stat, uploaded they will again collect shares @ lower prices.. they again sold @ top prices.

@Kipling wrote:DC
Bit confused. 
“Record better earnings in Q3” 
Do you mean September or December??

@invest thinker wrote:how interpreted CFLB hidden Gem, Directors knows, than us. better to exit CFLB. Director gave signal for upcoming financial results earliest. please think, if co. financial well perform, director never exit early. Directors already gave signal some shares,

RAL
CFLB
RWSL
PAP

WHAT happened recently that share price.. 

this is my point of view, if i am wrong.. pls, tell me. 

do you believe how many CFLB subsidiary perform well this qtr? forget about price changes.. i highlighted financial performance. most of co. suffer with losses. director knows, future also. when financial stat, uploaded they will again collect shares @ lower prices.. they again sold @ top prices.

Hope123

Hope123

Hope123

@Kipling wrote:Sep or December Q???

@invest thinker wrote:Hope123

@invest thinker wrote:how interpreted CFLB hidden Gem, Directors knows, than us. better to exit CFLB. Director gave signal for upcoming financial results earliest. please think, if co. financial well perform, director never exit early. Directors already gave signal some shares,

RAL
CFLB
RWSL
PAP

WHAT happened recently that share price.. 

this is my point of view, if i am wrong.. pls, tell me. 

do you believe how many CFLB subsidiary perform well this qtr? forget about price changes.. i highlighted financial performance. most of co. suffer with losses. director knows, future also. when financial stat, uploaded they will again collect shares @ lower prices.. they again sold @ top prices.

What number of shares director was sold out?




@Hope123,

director buy 10,146

director sold  370,000


dont misunderstanding me. every director is not day trader. 

Hope123

Hope123

Hope123

@Kipling wrote:DC
Bit confused. 
“Record better earnings in Q3” 
Do you mean September or December??

Yes DC
I read someone in TEC (WS or BB) wrote Rajaratnam does this & usually transfer to known parties.

@dayandacool wrote:Having said all this, Don't get me wrong on this. I see this trading above 18 in the MT. But it's not going to happen over night gentleman.

Buying on the Pull backs is the way to go!!!