Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by calvintaneng > 1 month ago | Report Abuse

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 🌴🌴🌴 🔥🔥🔥

Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by icecool > 1 month ago | Report Abuse

if everyone bad mouth bursa how is bursa going to go up ?

Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by value_invest > 1 month ago | Report Abuse

The BEST timing to pick and invest in a plantation stocks is when The company has gone through the EXPANSION AND PLANTING stage. During this stage, BILLIONS was spent and interest was incurred. Not only that, it is best after 7 years of the expansion stage, only the Palm trees bear Fruits and Debts is paid off.
In whole bursa, ONLY Jtiase meet this criteria and it is NOW in this timing to INVEST in Jtiasa. Soon Jtiasa will start to pay more and more dividends with almost RM 400 mil cash flow every years without further capex needed as 93 % of the land have been planted with tree age 7 to 14 yrs.
INNO and KIM Long were good example if those had invested when both of them at the after 6 - 7 after the CAPEX stage..

Posted by hsong > 1 month ago | Report Abuse

Between Rsawit n Jtiasa which counter will increase more in % term. Tqvm

Posted by value_invest > 1 month ago | Report Abuse

No body can predict the short term price movement due to speculative factors involved.

In the longer term, fundamental, earning and profit, will definitely determine the price.

Fundamentally, As compared to jtiasa, rsawit has very weak fundamental, cash in bank only couple millions, debt almost 400mil, cash flow is negative which can’t even support further capex. More, company is facing LHDN tax suit case of Rm58mil. Thus, the company need more fresh cash to survive by selling plantation lands lately. Going forward, Rsawit still need more cash for future capex and times I order to turn around. Expecting the company will be in challenging situation coming yrs.

Genuine longer term Market investors, cold eye, are smart enough to pick jtisa over Rsawit, which punters and traders will trade Rsawit due to good CPO price sentiments.

When water tide goes off, u can see whose is naked.

Posted by mamakspecial > 1 month ago | Report Abuse

is this a sailang stock?? i dont know...but food for thought...if given a choice for you to sailang in one stock only...and there are two options...maybank or google???

Posted by calvintaneng > 1 month ago | Report Abuse

Value_invest

I see you quoted Kmloong

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

Posted by mamakspecial > 1 month ago | Report Abuse

i dont know man...but if feds really cut rate this next half of the year..the stocks in usa will go up..so its more attractive over there than here..here so far..dont see any foreign funds buying local palm oil stock yet even though price has increased..i am sure they know the numbers well too..think they are waiting for the wait and see ...

Posted by mamakspecial > 1 month ago | Report Abuse

calvin would you recommend to buy bumitama now??

Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by mamakspecial > 1 month ago | Report Abuse

thank you...

Posted by mamakspecial > 1 month ago | Report Abuse

pohkong already moving today...lol..this one..hkie still selling ...can clearly see the time line..as of my writing..i can clearly see the selldown at rm1.38 separated by 17 different transactions..the 17 transactions are done in batches of 3 with each batch being sold at the exact same time up to the same second of different volume...LOL..even a 5 year old kid can see it..

Posted by calvintaneng > 1 month ago | Report Abuse

Best opportunity for some Big Funds to buy over from Genine

Posted by calvintaneng > 1 month ago | Report Abuse

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

Posted by Save > 1 month ago | Report Abuse

Today D9 for Jtiasa, Usually every D10 there is changes in price. there is a last chance for Jtiasa break out from potential flag pattern....

Posted by calvintaneng > 1 month ago | Report Abuse

To long term holders short term price fluctuation is immaterial

Keep this always in mind with regard to Jaya Tiasa

1. 5 years ago Jtiasa had high debt over Rm1.4 Billions

Today Jtiasa is Debt Free

2. Jaya Tiasa after more than a decade of planting has seen 171,000 acres of palm oil now at average age of 14 years.
No more need for capex for the next 11 years till age 25

3. With Cpo now Rm4300 the translated gross profit is 100%

And 171,000 acres how big?
Answer: about

2 Penang Island and extra 1/3 more

All full of the golden crop
Generating profit of Rm350 millions a year

4. Plus Management is fully motivated
They give incentives to workers to work over time to harvest the last FFB till night falls

5. With so much cash inflows Jtiasa can certainly reward shareholders with higher dividends like Uplant, Inno or Taann

So we hold tight

Let the Tiger rest due to Genine selling
Once selling is done

🐅 🐯 Tiger will Roar again and Jump with renewed vigor 🦘 like a kangaroo!!

Posted by dompeilee > 1 month ago | Report Abuse

Undervalued can stay down for weeks & months, with sindikets almost absent after long years of attrition & virtually no newbies in the mkt since many of them were hammered during the covid FAKE bull mkt in '20-'21. Jtiasa is already receding into the rearview mirror with the price already reflecting fundamentals largely via a 100+% price appreciation in the last year, pressured by unknown 10-67 mil shr SELLING intention broadcast by sneaky Hongkie. Mkt had shifted to Gold plays last week & is now shifting attention to distorted undervaluation plays like Naim & MUI Properties.

Posted by Ytl2023 > 1 month ago | Report Abuse

Every few months this soheem will push naim there. Just check previous post.. For those newbie.

Posted by Ytl2023 > 1 month ago | Report Abuse

Naim is like insas. Take many to push. Better buy dayang.

Posted by mamakspecial > 1 month ago | Report Abuse

LO..SOMEONE IS THROWING 1 LOT ..10 CONSECUTIVE TIMES NOW..HAHAHAHA

Posted by calvintaneng > 1 month ago | Report Abuse

These are some observations


Dompeilee's Naim has finally reflected the remeasurement gains in Dayang & Perdana. So Naim moving up is normal.

Now by the same token Fgv should have gone up due to its remeasurement gain in Msm

As for selling of 1 lot to press down you all must be aware that Ib banks have issued 5 structural call warrants TO BET AGAINST JTIASA

THIS ALSO FOUND IN OTHER PALM OIL SHARES

BUT THE FUNDAMENTAL OF PALM OIL IS NOW AT A MUCH HIGHER LEVEL DUE TO HIGH CPO PRICES OVER RM4300

So Fundamental is in our favour

Ib banks will have a hard time

Posted by eugenewong794 > 1 month ago | Report Abuse

qs, how does bank issue call warrant to bet against a stock ? and how does it play out? as for me i dun like property and constructions stocks, too project relaint, no MOAT, big capex, hard to predict profitibility as too many factors like work delays or rise in material cost, its almost similar to Oil and gas but at least i can watch oil prices to give me an indication

Posted by Patient Investor > 1 month ago | Report Abuse

Expecting ~70million free cash flow for coming quarter announcement.

How many months would it takes for Jtiasa harvest to regain momentum?

Posted by daretocutandchange > 1 month ago | Report Abuse

bumitama dividend yeild almost 9%,interim 1.25cts,final 3.63cts and special 1.92cts.total 6.8cts. eps 12cts,ioi corp own more than 30%

Posted by Sslee > 1 month ago | Report Abuse

Jayatiasa
Market Cap: 1,344 Million
NOSH: 974 Million
Fresh Fruits Bunches (MT) quarter end 31th March 2024: 216,825.00
FFB Y to Y increse 14%
But Q to Q drop 37% highest drop among all the others plantation

Sarawak oil palm
Market Cap: 2,788 Million
NOSH: 891 Million
Fresh Fruits Bunches (MT) quarter end 31th March 2024:
286,086.30
FFB Y to Y increse 9.72%
Q to Q drop 17.95 %

Posted by Sslee > 1 month ago | Report Abuse

Market Information
Market Data Overview
Market Data Overview
As at 09 Apr 2024 05:00 PM
Derivatives
Night & Day Session
Night Session
NO NAME MONTH LAST DONE CHANGE VOL (`00) OI
1 FCPO Jun 2024 4,320.0000 +25.0000 27,014 96,178
2 FCPO Jul 2024 4,248.0000 +28.0000 12,232 71,644
4 FCPO Aug 2024 4,173.0000 +31.0000 5,907 33,405
5 FCPO Sep 2024 4,113.0000 +36.0000 5,519 32,838
6 FCPO May 2024 4,395.0000 +13.0000 4,106 31,265
8 FCPO Apr 2024 4,520.0000 +6.0000 173 2,228

Posted by Leward88 > 1 month ago | Report Abuse

Substantial shareholder started disposing ... cash out for Raya celebration?

Posted by speakup > 1 month ago | Report Abuse

Halo u want buy cheap or expensive? They sell cheap to u and u want complain?

Posted by speakup > 1 month ago | Report Abuse

Next time when Jtiasa rm2, u will think back and regret why u no buy at rm1.38

Posted by mamakspecial > 4 weeks ago | Report Abuse

our dear mr chang meng is dumping again... 20 consecutive sale at the same time...

Posted by dompeilee > 4 weeks ago | Report Abuse

64 million more tickets to GOOOOoooo...📉 They can't dump all at once(price would crash to below 80c) so the water torture is likely to be prolonged: selling dries up as price edges lower & ramps up if price jumps up!😁

Posted by speakup > 4 weeks ago | Report Abuse

Dah panic selling

Posted by speakup > 4 weeks ago | Report Abuse

The only happy person here is dompeilee

Posted by Udngu Ngu > 4 weeks ago | Report Abuse

Cannot understand why they keep on selling at lower prices despite the fundamentals of the company.I can only make one conclusion:BE PATIENT

Posted by Ytl2023 > 4 weeks ago | Report Abuse

Got anyone lose money here? Like ytl or ytlpower share. Possible to lose? Only dompeilee lucky escape. Rest sure gain

Posted by mamakspecial > 4 weeks ago | Report Abuse

LOL..HSPLANT EVEN MORE RIDICULOUS..220 CONTINUOUS SELL DOWN..ALL AT 1 AND 2 LOTS...HAHAHAHAHAAHAHA

Posted by Up_down > 4 weeks ago | Report Abuse

No fast money in Jtiasa. Haha

Posted by Patient Investor > 4 weeks ago | Report Abuse

When you invest in Jayatiasa, whats your expectation?
20% gain in a month?
50% gain in a year?
100% gain within 3 year?
Or hold until fundamental deteriorates?

Different expectation will affect the way you react to the price swing.

Posted by Udngu Ngu > 4 weeks ago | Report Abuse

Patient Investor..you got your point

Posted by Up_down > 4 weeks ago | Report Abuse

Target 50% returns from Jtiasa in the next 6 to 12 months. Don't hope it would happen in 3 months. Lol

Posted by dompeilee > 4 weeks ago | Report Abuse

Do yourselves a favour & stop overestimating the calibre of local players: most are hit & run perennial losers like pang72 & paktua73...long-term for these ppl is holding over the weekend🤣 That's why every Friday, most pennies are down. In battle of attrition situations like Naim, Tenaga, General Electric, PohKong & even this stock, they give up & panic like the kancheong spiders most local investors are...that's why this country cannot produce an Olympic champion. Turn the psychological heat up & these 3rd world 'investors' will WILT...

Posted by Up_down > 4 weeks ago | Report Abuse

We trust law of attraction in going through the filtration process. Haha

Posted by mamakspecial > 3 weeks ago | Report Abuse

hahahhaha calvin..can we be next the peter lim of singapore by just focusing on jtiasa..i heard he made his money from palm oil stock ....

Posted by TonsilBasher > 3 weeks ago | Report Abuse

Mamakspecial is a cheong site. welcome back as cheongster haha