When Howard Marks started his Oak Tree Fund and wanted to buy Value shares some Big Funds happened to sell

He was so happy to buy over.

It turned out later Howard Marks' Funds did extremely well having bought cheap

And he became a Billionaire

Best opportunity for some Big Funds to buy over from Genine

x_abe81

yes since Top holder got more than 60% voting rights the Egm will pass

As for value of Rsawit

I bought Rsawit at around 60 sen in years 2015 to 2017

about the same time I also bought Thplant and Bplant around Rm1.00 to Rm1.10 range and bought Jtiasa around Rm1.20

Both Thplant and Bplant did not move much as they ranged Rm1.10 to Rm1.20. however both gave very good dividends

as for Jtiasa it gave no dividend but share price jumped above Rm1.60 to Rm1.70

Rsawit was a total disappointment which I "cutloss" around 50 sen

Now since Thplant up over 70 sen , Bplant taken private by Ltat at Rm1.55 and Jtiasa has surged back to Rm1.40 I think Rsawit is a laggard that should rise up much higher from here

how high?

I think 60 sen is the target and hopefully it will cross it's all time high above Rm1.00 one fine day

Just noticed

Mr. Gooi Seong Gum, Director of Kmloong is in Top 25 of Rsawit with 3 million Rsawit shares

An endorsement by Kmloong people who are so conservative speaks volumes for Rsawit

Mamakspecial

Bumitama has over 400,000 acres in pure upstream (Sg Sgx)

A sure winner when Cpo prices now so high

I think Dbs Bank Research Team Spore gave A target price for Bumitama at 90 sen to Rm1.00

Value_invest

I see you quoted Kmloong

do you know Mr. Gooi Seong Gum Director of Kmloong is in Top 30 of Rsawit?

To all dear Investors of Rsawit

Today Rsawit will conduct EGM to vote for sale of two palm oil estates totalling Rm165 millions
There will be a good profit of Rm77 millions translated to a cash profit of 3.77 sen per share
And this will be reported by Aug 2024 results
Can ask for a "special dividend" if possible

That's all

Calvin

I remember when Jtiasa was 65 sen when people also bad mouthed management and Jtiasa poor track record then

Many of these missed Jtiasa's subsequent rally while some who owns Jtiasa also sold early and left

But Jtiasa now up by over 100% and those unbelievers only got themselves to blame

Just hold as Jtiasa should rise much higher back to it's golden days of over Rm9.00.

if not Rm9 at the very least it should reach Rm2 to Rm3 first

So even if market should crash for next 10 years also no problem if we can see yearly dividend better than Bank FD

we can 😴😴💤💤 soundly every night

Also now always keep this in mind or cut this out and frame it on your mirrror to remind yourself every morning when you brush your teeth with

Colgate palm 🌴 olive toothpaste

Jtiasa has 171,000 acres of matured palm oil at prime age of 14 years

171,000 acres are about

2 Penang Island of 72,900 acres
plus extra 1/3 more

And from age 14 to age 25 is 11 years of fruitful harvest before any further need for replanting

As such all the incoming Cash flow will result in endless streams of good dividends

correction

not 2018

but in 2008 at the depth of the Lehman Brothers crisis Cpo price shot up to Rm4,000 for the very first time and triggered a bulk run in palm 🌴🌴🌴 🔥🔥🔥

The proof of palm oil being a long term success is Robert Kuok

He is still the Top richest Billionaire in Malaysia

The only Malaysia Billionaire among Top 200 in Forbes World Billionaires index

As for market crashes or recession we are fully aware when we moved into palm oil in the year of 2021.

Palm oil survived both the 1997/8 Asian Financial Crisis and the 2007/8 Subprime Crisis

in fact in year 2018 many palm oil shares surged up in a bull run when Cpo reached Rm4,000 for the very first time in it's history

Palm oil is used in everyday recession proof products like

Toothpaste
8 Billions people must brush teeth every morning and night ( a must and not an option)

All 50% food and products in Supermarket got palm oil like bread, biscuit, canned food, margerine, ice cream, cakes, maggee mee, Milo and etc etc

Palm oil is used as cleaning agent for clothes and cars

Palm oil with it's palmic acid is used in both infant formula and Senior Milk product ..

the most popular cheap drink called teh tarik has lots of palm oil

all fast foods like Pizza hut, Kfc, McDonald, Domino Pizza all use palm oil

India and China combined almost 3 billion people are voracious user of palm oil

so palm oil is indispensable

Keep this in mind with regards to Jaya Tiasa

1. The Jtiasa of today is a totally different entity.

2. after paying off all debts Jtiasa is now debt free And Cash Rich from now

3. With Cpo over Rm4300 the gross profit is over 100%> very rare among all industries

4. Jtiasa has a Management with renewed vigor to MAXIMIZE FFB COLLECTION

5. INCENTIVES GIVEN TO WORKERS TO WORK OVERTIME TO COLLECT EVERY RIPE FFB

6. As such the Profits are now at its best years

7. Next if Jtiasa could draft a good dividend policy like United Plant, Klk or Inno then we will see Jtiasa up by another 3X, 5X or even 10X

Jaya Tiasa not bearish but due to profit taking by Genine there is a temporary selling

will only be a blip in the ongoing bull run

Ytl2023

The owners of Jtiasa are the same owners of Rsawit

Although Malaysia has got vast lands covered by trees about 55% of its lands are gazetted as Forest Reserved lands and as such no more conversion is allowed for other purpose than timber extraction

With limited 45% lands available for palm oil, housing, industries the only way a housing developer can expand its lands is to buy converted plantation lands and then change of use to commercial purpose by paying a conversion fee

So those that own huge tracts of palm oil lands "in the direction of growth" will one day see their lands turn into data center, solar farms or even New Townships

That was how Pahang Royalty took Tmakmur for its Taman Sas Township

And Jcorp took Kulim private to hive of two palm oil plots to build New Townships in Pengerang

Now after Bplant was taken private THEEDGEDAILY revealed a piece of palm oil lands Bplant sold to Kedah Govt.

From the market price we noted that Bplant book value only about 10%

So Bplant made almost 1,000% profit by selling its Kulim lands to be converted into Kulim Industrial parks

Hsong

The Nta of rsawit is stated at 18 sen when its lands were purchased as early as year 1988
36 years ago and still at old book value

In year 1988 a 2 storey bungalow on 10,000 sq ft land was worth Rm500k only

Today is Rm12 millions to Rm15 millions

So how much is rsawit lands worth today?

Their cost is as low as Rm3,500 per acre

One acre is 43,560 sq ft or about 4X the land size of bangsar bungalow

And rsawit got 175,000 acres in Kuching, Sibu and Miri

So if all are revalued how much do you think the revised Nta will be

Jeffbkt

There is a hidden secret in Rsawit which is superior and can leapfrog Jtiasa in value unlocking unknown to many

While Jtiasa got huge Ffb harvest the Huge Pulau Bruits lands are only "rented" to Jtiasa. About 130,000 acres in Pulau Bruit are stated as "rented lands"

For Jtiasa therefore it is more a pure earnings play just like Inno

But for Rsawit it owns all its lands with title deeds and now that palm oil estates are in hot demand Rsawit will stand to reap a golden windfall notwithstanding its Ffb still low

There was a law that was passed and there will be no more conversion of forest lands to palm oil

As such only converted palm oil lands are allowed to have change of use

From palm oil to Data center

From palm oil to Solar farm

From palm oil to housing, factories or other industries

This one forest concession lands are forbidden

And for that reason palm oil companies that own lots of palm oil lands will reap a golden windfall

Why Rsawit and not Subur Tiasa.

The answer quite simple

Subur Tiasa's lands are basically into Timber and less palm oil. Now that conversion of forest lands to palm oil are not allowed Subur Tiasa will not be able to participate in full due to high Cpo prices over Rm4,300 MT

Rsawit i think from inception is already 100% fully into pure upstream palm oil

Rsawit was bad for years due to mismanagement by family related lack of focus. Now it has a change of leadership in New MD since Oct 2022

Rsawit and Thplant are both Assets play


Rsawit lands, unlike Thplant, has no restriction in selling to non Bumi entity

JTIASA WILL JUMP OVER RM2.00

RSAWIT WILL RUN UP TO RM1.00

SEE WHO WILL REACH THERE FIRST!

Rimbunan Sawit to beef up crop production and yield, By JACK WONG (Calvin Tan comments)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-06-story-h-184606605-Rimbunan_Sawit_to_beef_up_crop_production_and_yield_By_JACK_WONG_Calvin

Rimbunan Sawit to beef up crop production and yield, By JACK WONG (Calvin Tan comments)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-06-story-h-184606605-Rimbunan_Sawit_to_beef_up_crop_production_and_yield_By_JACK_WONG_Calvin

Jaya Tiasa
🐯🐅

Rsawit
🐴 🐎

JAYA TIASA = JUMPING TIGER

IT JUMPED FROM 63 SEN TO RM1.39!

RIMBUNAN SAWIT = THE RUNNING STALLONE!

RUN! RSAWIT RUN!!

Sustain your patience great movements take time to develop

Another great buy was Jtiasa at 63 sen in year 2021

Now Jtiasa is up over 100% to Rm1.40

Jtiasa still going up after Genine profit taking done

As for Rsawit it has potential to perform better by percentage from such a low base

Kretam got only 100,000 acres

Rsawit got over 175,000 acres or twice the size of Penang Island 72,900 acres

Kretam purchased its lands from Npc Resources over Rm20,000 an acre recently

Rsawit bought its lands long long ago at cost still low Rm3,000 an acre

So Kretam is not cheap

For Rsawit anything below 50 sen still reasonable

And at 26.5 sen Rsawit is a bargain

Don't play contra

Just buy and hold tight

Example

But Bplant at 57 sen in 2021
After 24 sen dividend cost reduced to 33 sen
Ltat took bplant private Rm1.55

So from 33 sen to Rm1.55 is up 369% in 2 years

Just buy Rsawit and hold for 2 years best

Kretam lands only 100,000 acres

Rsawit lands are more than 175,000 acres

Forget Kretam as price not cheap

Rsawit is now 26 sen

and will run up more

Jaya Tiasa is Jumping Tiger while Rsawit is the Running Stallone

🐴 🐎 is chasing up from 22 sen to 26 sen (and still galloping higher ) while 🐯 🐅 is already up from 63 sen to Rm1.43

Jaya Tiasa jumped from 63 sen to Rm1.43

Confirmed Jumping Tiger 🐯 🐅

Rsawit is the Running Stallone
🐴 🐎

Run Rsawit Run!!

Run fast fast and chase Jaya Tiasa !!!

When this was posted Rsawit was 22 sen

now is 26 sen

Jaya Tiasa is the Jumping Tiger 🐅

Rsawit is the Running Stallone
🐴 🐎

Run Rsawit Run!!!

Today 4th April 2024 your wish is surpassed

Rsawit closed over 25 sen to end at 26 sen

Hold tight for the long boom up

As Jtiasa was called the Jumping Tiger

So we name Rsawit as

the "Running Stallone!"

So run Rsawit run!!!

Calvin been watching everyone's post here all along in silence

Hold tight!

See Jtiasa cross Rm2.00 one fine day and then we celebrate

Whoa Dompeilee!

You bought GE around Usd130 in Nov 2017. 3 years later when Donald Trump shut Us travel from Europe due to Covid 19 in 2020 GE crashed below Usd40

What a roller coaster you went through? Now after 7 long years only recovered?

Aiyoyo

Why not follow Calvin bought Bplant at 57 sen in year 2021 and after getting 24 sen total dividend cost only 33 sen
Then Ltat took it private at Rm1.55 for a nice 369% gain

Speakup is correct.
Genine selling is an opportunity.
In the future of Jtiasa's greatness when it rises up like Klk, United Plant p
or other successful palm oil blue chips all will then look back on "hindsight" that this is only a blip.
For long term holders we are perfectly happy to just do nothing

4.5 sen Special dividend
1 sen normal dividend

Total dividend is 5.5 sen

This is just the appetizer.
More will come

I only like Malaysian Palm oil stocks for now

Reasons are:

1. Us now in Usd34.5 Trillion debt 💣
Anytime Usd can collapse like Jap banana 🍌 currency during WW2 only backed by military power

2. As Palm oil is exported in Foreign currency the Ringgit makes palm oil most competitive

3. Palm oil is a cash crop.
Now high Cpo price over Rm4200 we see 100% gross profit

4. And palm oil cos give the best dividends like Inno with double digits

5. Palm oil will benefit from high crude price (palm oil is biofuel)
Palm oil also used as cooking oil which is a neccessity

Above all the assets of palm oil are lands. Lands appreciate in value over time

All the positive factors cause me to put 95% of my investment in 🌴🌴🌴 🔥🔥🔥

Cocoa price rise is an early warning sign that Nestle will be hit later

Nestle's No. 1 beverage Milo is actually a chocolate drink and will now face high cost of cocoa price ingredients.

Stay safe in 🌴🌴🌴

Pm Corp better than Pm Hld

This is Jaya Tiasa Forum

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See

https://klse.i3investor.com/web/stock/overview/4383

any honest person can go read up all the comments of jtiasa since 1 comment from day one i3 forum started to discover who is honest and who is not

Regards to all at Jaya tiasa (giant treasure)

Calvin

3iii iinvestbodoh attacked Calvin for buying Jtiasa in year 2014

When Calvin denied this as a lie he said Calvin is dishonest

Well. The truth can be found right here

There are 248 pages in Jaya Tiasa

We see all kinds of enlightened people as well as those still groping in the dark and talking nonsense here

For SSLee who is a palm oil chemist scientist he holds all his winning Jtiasa tightly

For Dompeilee she has held on and now recovered
A good stock even though it falls it will recover all eventually. But if it a pump and dump rubbish it will never ever recover

Iiinvestbodoh has been talking bad about Jtiasa at around 63 sen till now. Nothing good can come out from him but bad stuff

As for many others Jtiasa is now a great growth palm oil stock

In 2014??

In 2014 10 years ago where this iiinvestbodoh saw Calvin even touch Jtiasa at Rm2.40 to Rm2.70 when Uncle Kyy was the sole promoter?

Better check the facts and figures before fabricating all your lies!

In the current context

Palm oil 🌴 has the best
of times with the rebounding of Cpo above Rm4000 MT
For some the cost of Cpo production only Rm2000 MT.
So a 100% gross profit margin is exceptional

As such we see fast growth Palm oil like Jtiasa and Tsh got 2% dividend policy

Taann and Hs Plant 6% dividend policy

For Innoprise plant dividend is as high as 80%

So the best course of action is:

Choose companies that already give clearcut guidance policy with regards to dividends and dividends can only be derived from real operating income or from asset disposal which had made handsome gains due to price appreciation

Better concentrate fully into palm oil now as Cpo over Rm4200 there will be lots and lots of earnings

Don't be a jack of all trades and master of none

And a rolling stone gathers no moss

And Dayang is top holder of perdana petroleum while Naim directly in top 2, 3 & etc in Perdana as well
So Naim owns 77 millon shares of Perdana directly. Of sbout 4.27 sen
Can just sell this surplus perdana shares and give out this as a special dividend

So jtiasa has proactively given 2.5 sen dividend

Dompeilee escaped from lots of rubbish stocks but some like Kps and Naim are ok

Kps has sold King Koil and will give 4.5 sen dividend soon. If sell more to unlock cash then Kps can turn into a Pelikan

For Naim you can see how Dompeilee is so excitedly buying more and more cheap Naim in Naim tread

Naim has top 1, 2 & 4 positions in Dayang
Dayang share price up from Rm1.10 to Rm2.38 while Naim still not moving

Since Naim holds 280 mil shares of Dayang as top holder it has Rm664 millions cash alone in Dayang. Translated it is about Rm1.32 cash per share

As such she saw Naim at 78 sen she just screamed her head out and connot resist buying more cheap Naim

Tell you what Dompeilee

Go call up Secretary Madam Ong of Naim Holdings

Tell them just sell some Dayang shares to reward shareholders then Naim will fly up
Go do something productive