Showing posts with label Gocean. Show all posts
Showing posts with label Gocean. Show all posts

Wednesday, 7 March 2012

设立短期交易户口

本身设定的规矩。

1。短期顾名思义就是以一定的资金求在短期内获利走人,不求长期拥有。
2。资金从本来用来玩乐的户口拿了一部分来设立的。(给自己的理由,短期交易何尝不是玩乐?)
3。严禁从长期投资的资金拿来玩短期。
4。明白了解短期差不多等同投机,但要有足够理由才能进场(不需向网友解释因为是我的钱 )。
5。短期= < 两个月
6。获利目标:至少10%
7。设好固定金额,获利后的钱一定要转出短期交易户口以免越玩越大以致沉迷于短期。
8。只有本身的薪水+被动收入提升到某点后才可以增加短期户口的金额,其原理就像有钱才能消费较贵的游戏。
9。获利的钱放入长期投资户口+玩乐。 一定要用掉它不能留在短期户口。
10。亏损后的金额只可从(已扣除每月开销,长期投资,储备等的)薪水加回。其原理就像玩乐后钱用完了要等下次发薪才有的玩。

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2012年短期交易记录

记录我从2012年进行的短期交易(只会报上已结单了的)。

1。Gocean 21Feb2012-7March2012 17天 买价0。297 卖价0.33 赚+11.11%

以农立业:油棕检疫滴水不漏



每日一专
农业
2012-03-07 11:05

上两星期的栏目写的是油棕芽腐病。此病发生在拉丁美洲,造成极大的经济损失。

一直到2009年,一份国际会议的报告尚不敢确定拉丁美洲油棕的芽腐病的病原菌是Phytophthora Palmivora。

马来西亚种植人协会(Incorporated Society of Planters)在1970年举行过一场名为“马来西亚作物保护”大会,
其中一份由大马最早病理学家之一的Dr. George Varghese提呈的论文,讨论的是油棕幼株(2、3年树龄)的矛和芽腐病。

染病的油棕总是集中成群,病株通常占园里小油棕树2-3%。病害发生在干旱季节后随之而来的多雨气候期间。
从染病的组织里分离出来细菌和真菌,包括Phytophthora。但这些可能的病原菌用人工致病方法将它们“种”在油棕芽里却不会致病。

这种情形正和拉丁美洲的经验一样。马来西亚的矛和芽腐病也是一个谜。

引进非洲油棕须小心

马来西亚的油棕是不是也发生过和拉丁美洲相同的芽腐病,是不是这里的气候和其他因素阻止它成为重病?若然,真是天佑我也。

我们对拉丁美洲芽腐病了解不深,警惕、防范不可没有。最前线的防禦是检疫。

大约90年前,油棕从家乡非洲来到马来西亚,家乡的病害并没有被带来。
同样的,后来我们引进南美洲油棕,南美洲的病害也没有随之而来。

外来油棕病害之所以被拒是因为我们农业部的检疫部门非常专业,做到滴水不漏,外来病原菌毫无机会入侵。

我们对引进非洲或南美洲油棕都非常小心,检疫工作做足。1981/1982大马棕油局在哥伦比亚、
苏里南、巴拿马、哥斯达黎加、尼加拉瓜和洪都拉斯,从167个区域采集了36,854粒南美洲油棕种籽带返马来西亚研究用,芽腐病没有乘虚而入。

引进油棕就是将种籽带回来,输出应做的工作是鉴定种籽健全、干净,以适量消毒剂如福尔马林、杀菌剂及杀虫剂处理,
包装携带或捷运,没有掺杂到植物碎残。植物无论多么少都会成为不经意的病害传媒。回到国内,种籽进入农业部的检疫设施,检疫程序完成后,种籽才可取出栽种。

印尼某大园坵公司从哥斯达黎加引入油棕雌雄种植材料,以建立种籽生产基地。种植材料经过夏威夷检疫后,才送到印尼再检疫。

引进花粉须确保不带病菌

少为人知的是种籽生产或育种研究。某种优质花粉可以从其他油棕种植国引进,小试管里的几克花粉(值千金)也必须确保不带病菌。

从芽腐病扯到检疫,这还不是为了保护我们的油棕种植业。
朱乾海博士 橡胶研究专家
http://www.nanyang.com.my/node/427056?tid=678

Wednesday, 29 February 2012

以农立业:油棕芽腐病还是个谜 (下)

朱乾海博士又写了篇有关油棕芽腐病的恐怖。放上来增加知识。
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每日一专 农业 2012-02-29 11:27

本栏目2月22日写的是油棕芽腐病是个谜,我继续看南美洲有关芽腐的报告,
没想到看到2009的文章,芽腐的病因还是个谜。

哥伦比亚是南美洲最大的棕油生产国,前文写这个国家的芽腐病,
现在写其他南美国家相同的病害。

南美洲的油棕面积很小,研究工作乏善可陈(中美洲哥斯达黎加的油棕育种研究较为突出),南美文献记载的芽腐病也有可能是病症相似的其他病害。

当芽腐病在哥伦比亚肆虐时,苏里南在1971年种了1700公顷油棕,
到1976年,树龄4年的油棕已染上芽腐病。到1984-1987年间,病情加剧。

到1992年,被摧毁的植株达85%。联合国粮农组织1990年的统计显示,
苏里南有收成的树共有5400公顷,
到2000年的统计时只剩40公顷。虽然1986-1988国家不靖,
但芽腐病之为害肯定是油棕种植业一蹶不振的主因。

南美洲品种似能抗病

大约同时间在1980年代,巴西Para州的Belem
(我在橡胶文章里常提及的橡胶业历史重镇)也发生了油棕芽腐病,
当地人称之为Amarelecimeto fatal(葡萄牙语),简称AF,
哥伦比亚及其他的西班牙语国家称之为Pudricion del cogollo,
简称PC。葡萄牙文的fatal和英文同义,致死之意。

病害的丛生及传播大致相同:开始时少数植株,在不同地方发生,
然后传染开来成疫。Belem地方种有5300公顷油棕,
1988-1990年,2000公顷染病,几年后园主放弃油棕种植。

巴西别地方如阿姆逊州的油棕同样遭殃。庆幸的是州首府Maraus及Para
州首府的Belem都没有感染到AF或PC(参阅文献到1990年)。

这二个城镇我曾工作过一段时间,这里有野生及半驯化的南美洲油棕品种。
上周栏目我指出南美洲品种油棕似乎有抗芽腐病能力。

加强研究揭神秘面纱

在厄瓜多尔,芽腐病的首次记录在1976年,相信发现时病害已存在多年。

染病的全是4年树龄以上已结果的树。不过多数的病株陆续复元,
这是国土太平洋这一边的种植情况。在阿姆逊这一边,
2年树龄的树也已染病。在1992-1993年间,这里有2个大园坵,
各有5000公顷,到2000年2个园坵不复存在。

在秘鲁和委内瑞拉也有不完整的芽腐病报告。至於中美洲的哥斯达黎加的树冠病害,
那是另一种芽腐病,但一直被称为普通矛腐病(common spear root)。

我们对南美洲油棕的芽腐病或类似的树冠病害了解不多,我们应该加强这方面的研究,
当神秘的面纱揭开后,芽腐病就不再是个谜,如何应对才有意义。

朱乾海博士 橡胶研究专家
http://www.nanyang.com.my/node/425267?tid=678


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提醒下Green Ocean最新财报很糟糕,它的董事也前几天已陆续出货了。
有买的看着办吧。

Thursday, 23 February 2012

以农立业:油棕芽腐病是个谜

放上增加知识,也解释我对农业股的戒心。


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http://www.nanyang.com.my/node/423406?tid=678

每日一专
农业
2012-02-22 13:08

我在本栏目写过大马油棕业拉警报(7/12/2011)。事缘在吉隆坡举行2011年国际油棕大会上,
有来自哥伦比亚的种植人宣称他3200公顷油棕被芽腐病摧毁。

马来西亚或印尼没有芽腐病的正式报告,为了防患于未然,大马油棕局将成立工作小组探讨目前只发生在拉丁美洲的芽腐病。
我先看了一些资料,以便探讨工作进行时有一些准备。

手头上一份2003的详尽报告指出,拉丁美洲的油棕面积约37万公顷。哥伦比亚和厄瓜多尔占了60%。
有一段时间,哥伦比亚还是世界第4大棕油生产国,在马来西亚、印尼及尼日利亚之后。

拉丁美洲油棕业发展缓慢,除了是社会动荡因素,就是病害问题,最严重的病害是芽腐病。顾名思义,
病害始于树冠中心的矛状新叶,当病害蔓延至分生组织,植株随之死亡。

报告形容二种芽腐病:一种急性、一种慢性。前者病株必然死亡,发生在厄瓜多尔、巴西阿马逊、苏里南及哥伦比亚。
后者植株受伤,自动复元,但叶片缩小。研究人员不敢确定急性及慢性是二种不同的病,
还是一种病在不同环境情况下出现急或慢反应。在形容油棕叶病时,还有树冠病及矛腐病,我不清楚这些病和芽腐病有无关系。

芽腐病可能不是新病

芽腐病可能不是新病,早在1928年拉丁美洲开始种油棕时,就有此病的记载!

在1935年非洲刚果共和国也有芽腐病的记录。可惜上述2个国家在60年代社会动荡,
科学研究停顿不前,芽腐病没有下文。从60年代末期一直到1995年,
哥伦比亚则一直有芽腐病的讯息,这显示这病害在传播扩散,经济损失愈来愈严重。

位于北哥伦比亚Turbo地方的一个私人油棕园,在1965年发生芽腐病,几年后尚是幼龄期的2800公顷的非洲油棕(Elaeis guineensis)几乎全部染病
。非洲油棕即我们栽种的品种,曾在金希望园坵公司的研究所工作的友人P.D. Turner博士说,1969年芽腐病在哥伦比亚一个1800公顷的油棕园发生,
49,000植株染病(20%),1973年,尚有收成的树剩下850公顷,到1975年,油棕园宣告结束。

几十年来,研究工作者做了大量的研究,以期找出芽腐病的病因,想得到的可能病因都测试过,
包括病原菌可能是露菌的Phytophthora也实验过,病因依然全无头绪。近期据说已证明病原菌是Phytophthora palmivora。
这是一个很容易取证的病,为什么到现在才得到证实?

非洲油棕和南美油棕(E. Guineensis X.E. Oleifera)杂交的品种似乎有抗芽腐病的能力,
不过南美油棕品种产量较低,并且雄花粉产量少,结果南美油棕种植材料也较贵。

朱乾海博士

Tuesday, 21 February 2012

传设10万吨棕油食用油厂 格林欧深获2400万政府资金

做个记录。

了解到油棕对我国经济的重要性,也知道它的潜能。
但对种植股还是敬而远之,因为心中对气候和传染病的戒心还是很深。
或者这么说,如果一个公司是靠天气吃饭,而且有可能被传染病影响的我都不大敢买。
可能是我杞人忧天,也可能是我明白传染病蔓延的迅速和可怕。
但棕油代替石油/制造食油实在是个不可忽视的商机和潜能,所以还是时不时留意它的发展。
月头看到这个新闻,心中还在犹豫。。。 思前想后。。。亏损公司咧。。。。
MBB,Timecom,Stareit对不起了,谁叫你们不跌反起。长期投资自我设下的目标还是要遵守的,所以投资户口的钱没动到。
最后。。。 从非投资的户口挪用了一些钱(玩乐用的)RM0。26买了一点点。。。。。

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传设10万吨棕油食用油厂 格林欧深获2400万政府资金 http://www.nanyang.com.my/node/419657?tid=462

(吉隆坡7日讯)知情人士披露,首相署旗下表现管理和履行单位(PEMANDU)将发放2400万令吉予格林欧深(GOcean,0074,创业板),
以设立1间可生产10万吨棕油提炼食用油厂房。

不愿具名知情人士告诉《南洋商报》:“基本上,格林欧深获得政府的支持,是经济转型执行方案(ETP)的部分计划。”

但是,为何格林欧深能够找到政府这座靠山呢?

原因很简单,因为格林欧深掌握了名为“NOVelin”的技术,能将棕油提炼成食用油,就算是摄氏零度也可以维持纯度。

目前,若气温低于摄氏24度,棕油提炼成的食用油将分解,换言之,
这类食用油只能在欧洲以及其它四季明显国家,如中国与韩国等使用大约8个月。
知情人士说:“随着格林欧深的产品能让韩国全天候使用,意味提炼方程式已彻底改变,这也是为何政府愿意当格林欧深后盾的关键因素。”


享20年专用权

“政府认为,格林欧深有潜力将大马的食用油出口量提升50%。”

他还披露,上述将棕油提炼成食用油的技术与专利权属于大马棕油局,格林欧深则拥有20年特许使用权。
目前,格林欧深销售1万1000吨棕油提炼食用油至韩国。

营业额剧增73%

另一方面,截至去年9月30日第二季,格林欧深营业额剧增72.77%至4442万5000令吉,上财年同期为2571万3000令吉,归功棕榈仁价格走高。

现财年首半年营业额累积至9245万9000令吉,较上财年同期的5115万7000令吉劲飙80.74%。

不过,生物科技业务总赚幅萎缩,导致公司现财年第二季净亏损从上财年同期的3万3000令吉,扩大至27万1000令吉。

截至去年9月杪首半年内,公司净亏64万7000令吉,比上财年同期的107万3000令吉取得显著进展。

截至去年9月杪第二季,格林欧深每股净亏损为0.16仙。
独家报道

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Wednesday February 8, 2012
New venture for Green Ocean

PETALING JAYA: Green Ocean Corp Bhd expects to start commercial production
of its NoveLin cooking oil in April, said president and managing director McKin Lee Byoung Jin.

The company has been working on the palm oil-based product that could withstand cold weather since 2009.

Lee, a South Korean national who bought into Green Ocean three years ago,
also said that the company was finalising a deal with two conglomerates for the exclusive supply of NoveLin.

“Production will be ramped up to 100,000 tonnes by the end of next year,” he told StarBiz.

Under Lee's stewardship, Green Ocean had secured the exclusive licence
to produce NoveLin edible oil from Malaysian Palm Oil Board (MPOB) in 2009.

Lee is a veteran in the Malaysian palm industry, having been in the sector over the last decade.
In 2006, using MPOB's technology to produce biodiesel,
Lee was instrumental in commercialising the production of biodiesel in South Korea.

NoveLin edible oil is a registered trademark technology developed by MPOB.
Invented by Dr Siew Wai Lin of MPOB, NoveLin could change the landscape of the crude palm oil market
by making it possible to export cooking oil to Europe.

Presently, palm-based cooking oil in its natural form cannot be exported to cold countries
as it crystalises in temperatures below 15 degrees. With the NoveLin technology,
palm-based cooking oil will remain in liquid form even in sub-zero temperatures.

Green Ocean subsidiary Ace Edible Oil Industries Sdn Bhd entered into the technology
transfer and licensing agreement with MPOB for the production of NoveLin edible oil in 2008.
Back then, it was still in the research and experimental phase.

“MPOB has exclusively given the NoveLin licence to Green Ocean for the commercialisation of the oil for 20 years,
since 2009. Green Ocean will pay 1% royalties to MPOB for the sale of NoveLin oil throughout this period.

“We will start the commercialisation of NoveLin in April this year.
Thus, this will be our new core business apart from our present activity of kernel crushing,” Lee said.

Green Ocean plans to start the construction of its second factory in September for the production of the 100,000 tonnes NoveLin oil.
The facility will be completed in eight months and the first 10,000 tonnes will be exported to South Korea.

“The appreciation of palm oil is very much discounted globally simply because it is not stable in cold countries.
Right now, Malaysia does export palm-based cooking oil but in extremely diluted form.
It is mixed with other softer oils to ensure it remains in liquid form,” Lee said.

He added that Green Ocean had been researching and developing
NoveLin over the last two years before finally getting the processes right.

“The tie-up with the conglomerates will be for an exclusive supply of NoveLin oil.
There is a guaranteed quantity to be supplied and an indirect profit guarantee to ensure that Green Ocean does not bear risk,” he said.

Green Ocean was previously an information and communication technology (ICT) company known as Online One Sdn Bhd.
Its business changed when Lee bought over and renamed it Green Ocean. He changed the business model to palm kernel crushing.

Nonetheless, Green Ocean had to write down the previous management's legacy bad debts,
and recognise the depreciation charges from the previous business model.
After three years of kitchen sinking, the balance sheet has now been cleaned up as the company enters a new phase of growth.

Lee said kernel crushing was a low-margin business and he planned the change the company's direction
by value adding the kernels to also produce cocoa butter substitute.

He said as there were no more writedowns now, he was confident that Green Ocean would turn around this year.

For the second quarter to Sept 30, 2011, Green Ocean revenue was up 72.77% to
RM44.43mil but it continued to be in the red with a net loss of RM271,000 from a loss of RM33,000 previously.

For its full year to March 31, 2011, it recorded revenue of RM152.6mil and net loss of RM2.9mil.

The company has cash of close to RM1mil and long and short-term borrowings of RM6.76mil.

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KUALA LUMPUR:
Green Ocean Corp Bhd is poised to post a record profit of between
RM15 million and RM20 million in the financial year ending 31 March 2013.

The loss-making company is expected to register its first profit in four years for the financial year ending 31 March 2012.

“We should make a profit in the range of RM2.5 million,”
said its group managing director Lee Byoung Jin in an interview with Business Times.

Lee, a South Korean national, and parties aligned to him control about 28 per cent of the company.

Lee is banking on the company’s exclusive technology to push the company back to the road of profitability.

The technology was developed by the Malaysian Palm Oil Board (MPOB),
and Green Ocean pays the board a royalty for 20 years of exclusive use of the technology.

The technology, known as Novelin, allows Green Ocean to produce cooking oil which has cold stability at zero celcius,
which means it can be used during the cold winter period.

Palm-based products tend to solidify at about 24.1 degree Celcius,
which means palm oil-based cooking oil can’t be used during winter.

The Novelin technology, which has been trademarked by the MPOB,
is a game changer in the global cooking equation as it removes palm oil’s Achilles’ heel in cold weather.

If proven to be commercially successful on a large scale, it is also a significant cash cow for Green Ocean,
which has already commercially tested its products in the South Korean market.

Green Ocean has never posted a double-digit profit, and Lee,
who took the company over some three years ago, has been busy cleaning up the company’s balance sheet.

Today, the company has about RM9.70 million debts and about RM34.78 million assets, and Lee is excited about the future.

“We are expecting to get a grant of about RM24 million from the government’s
Performance Management and Delivery Unit (Pemandu) sometime in March to build a new factory.

The new factory will help us increase our production capacity by as much as 10 times.
"Our current production facility has a capacity to produce 11,000 tonnes of cooking oil,
but with the new plant, our capacity will increase to 100,000 tonnes," Lee said.

Green Ocean currently has a pilot plant near Port Klang, and the new plant,
which will take about nine months to complete, will be located in the same area.

He added that Pemandu is involved because the project undertaken by Green Ocean is part of the
government's Economic Transformation Programme.

Lee proudly pointed out that his company is 100 per cent export-based, namely to South Korea and China,
and that Green Ocean is the only company in Malaysia with the exclusive Novelin technology.

"We are the first and only company doing this right now," said Lee.

Read more: Green Ocean banks on new technology for profit http://www.btimes.com.my/Current_News/BTIMES/articles/20120208011015/Article/index_html#ixzz1n0AQvjs4


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Tuesday February 21, 2012

Bursa issues query over high share price and trading volume of Green Ocean

PETALING JAYA: Bursa Malaysia has stopped the trading in Green Ocean Corp Bhd's shares
less than half an hour before the market closed due to unusual market activity earlier in the day.

Bursa has questioned the ACE Market-listed company over the conspicuous increase in its share price and high trading volume.

Its share price soared 13.3% from 22.5 sen to 25.5 sen within the first half of yesterday's trading.

It halted trading at 4.34pm yesterday 11.1% higher than a day ago at 25 sen.
It was the most actively traded stock with 58.8mil shares changing hands.

Green Ocean's share price has been moving up since the end of last month, from 8.5 sen on Jan 31.

In a reply to Bursa Malaysia, Green Ocean said its subsidiary Ace Edible Oil Industries Sdn Bhd
was in the advance stage of negotiation to supply the entire premium cooking oil production to a conglomerate.

“We are still in negotiations stage on the intended supply agreement.
The company will make the appropriate announcement when the agreement is finalised in compliance
with Rule 9.03 of Bursa Securities ACE Market Listing Requirements,” it said.

Apart from Ace Edible Oil Industries' ongoing negotiation, Green Ocean said after making
due enquire with its directors and major shareholders, it was not aware any development that could contributed to the UMA.

Earlier this month, the group managing director McKin Lee Byoung Jin said that the
company would begin commercialisation of its non-solidifying cooking oil NoveLin in April.

NoveLin is a palm-based cooking oil created using the technology by the Malaysian Palm Oil Board (MPOB).
Its stabilising properties allow the oil to be used in winter, making it possible to export the product to Europe.

It was recently reported that Green Ocean was finalising a deal with two conglomerates for the exclusive supply of NoveLin.

If the deal goes through by the fourth quarter of their 2012 financial year,
the company targets to achieve RM15mil to RM20mil in profit in the next two years, in line with its expansion.

In addition, it is applying to receive a grant of RM24mil from the Government's Performance Management
and Delivery Unit in March to build a new factory.

Last month, Green Ocean proposed to undertake a private placement of up to
10% of the issued and paid-up capital of the company to investors yet to be identified.

It told Bursa Malaysia then that as of Dec 30, 2010, the issued and paid-up share capital
of the company was RM16.95mil, comprising 169.5 million ordinary shares of 10 sen each.

Green Ocean was initially an information and communication technology company known by the name of Online One Sdn Bhd.

When Lee bought over the company, he changed the business model to palm kernel crushing and has since renamed it.

Separately, Cybertowers Bhd denied that there were significant corporate developments in
the company following an unusual market activity (UMA) query by Bursa Securities.

Cybertowers' board replied that they were not aware of any rumour or report concerning the
business and affairs of the company as well as corporate developments that might account for
the sharp increase in price and high volume of trading in the company's shares.