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The train has stopped for collection as my knowledge but it can not remain for long should move. So this is the week it should reach to the next stop ( 16+ ). If someone wants to enter please hurry up because it is about to move. Am I correct ? if not correct me please.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
Kipling and Nuwancha like this post
Thankskanishkaecomm 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
judecroos likes this post
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
judecroos likes this post
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.
dayandacool likes this post
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.
Last edited by dayandacool on Mon Oct 19, 2020 5:44 pm; edited 2 times in total
Kipling and invest thinker like this post
Last edited by Kipling on Mon Oct 19, 2020 5:45 pm; edited 1 time in total
Q3 and Q4.. specially plantations with Rubber.Kipling wrote:DC
Bit confused.
“Record better earnings in Q3”
Do you mean September or December??
invest thinker likes this post
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.
Both Q3 and Q4Kipling wrote:Sep or December Q???
@invest thinker.invest thinker wrote:Hope123invest 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
judecroos likes this post
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.
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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.![]()
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Buying on the Pull backs is the way to go!!!
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