Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sun, 10 Jan 2021, 10:10 PM

 

JTIASA (4383) A COMPOUND OF 2 WORDS - JAYA & SENTIASA (ALWAYS SUCCESSFUL), Calvin Tan Research

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Hi guys,

I am happy to share on Jaya Tiasa - Always Successful

And these are the Salient Factors for JAYA TIASA THE ALWAYS SUCCESSFUL COMPANY

1) JAYA TIASA  HAS SYNERGY 

ALL ITS OVER 205,000 ACRES OF PALM OIL & TIMBER & MILLS ARE LOCATED IN THE STATE OF SARAWAK

Unlike so many Plantations scattered all over the States & Across Nations JTiasa has all its Plantation Assets in One State - Sarawak

This will enable it to syncronise all its Operations. Since MCO forbade travelling from State to State JTiasa has no such restrictions

This also saves time & transport and economy of scale.  All due to long term successful planning

 

2) IT HAS THE MOST UNDERVALUE ASSETS AMONG ALL PLANTATION COMPANIES IN MALAYSIA

THE LANDS OF JAYA TIASA ARE THE LOWEST PRICED IN MALAYSIA

Example is in Pulau Bruit (see Annual report)

Pulau Bruit
Lot 92, 93 & 96 Leasehold Land
Block 6, Bruit Land District expiring on 18.05.2064
Oil Palm Estate..........Land area  50,001,473 sq meter  Cost  Rm8,926,000    Book value as at  09/Dec/2004
 
Jtiasa has 50,001,473 sq meter of palm oil lands in Pulau Bruit valued at Rm8,926,000
 
Let's calculate its cost per sq ft
 
First multiply 50,001,473 sq meter by 10.764 to convert to sq ft
 
= 538,215,855.3 sq ft
 
Ok to get psf divides Rm8,926,000 by 538,215,855.3
 
= 0.016 sen
 
Or 1.6 sen per sq ft (If converted to Acre multiply 1.6 sen by 43,560 = Rm696 Per Acre
 
In some cities Lands are Sold at more than Rm1,000 Per Sq Ft. For Jtiasa (Giant Treasure) You can get An Acre land for only Rm696 (amazing undervaluation)
 
HOW IN THE WORLD YOU CAN GET LANDS PLANTED WITH PALM OIL FOR 1.6 SEN???
 
CAN YOU BUY ANYTHING WITH A 5 SEN COIN TODAY?? 50 SEN ALSO COULD HARDLY GET YOU ANYTHING
 
HOW MUCH MORE TO GET 1 SQ FOOT LAND WITH PALM OIL TREES FOR LESS THAN 2 SEN PSF?
((these are not jungle lands but cleared, cultivated with maturing 11 years old oil palm trees))
 
3) SUPERIOR VALUE ADD BY HAVING ALL ITS PALM OIL ESTATES AND MILLS 100% MSPO CERTIFIED
 
THIS ADDS VALUE BECAUSE THESE PLANTATIONS HAVE PASSED & CERTIFIED NOT TO EMPLOY CHILD LABOUR OR FORCE LABOUR
 
 
4) SUPERIOR IN THE AGE OF ITS OIL PALMS
 
THE AVERAGE AGE OF JTIASA OIL PALMS ARE 11 YEARS OLD
 
AN OIL PALM TREE LASTS FOR 30 YEARS AND CAN GROW AS TALL AS 40 FEET
 
AND THE MOST PRODUCTIVE YEAR STARTS FROM 11 YEARS CHUN CHUN!
 
 
5) SUPERIOR IN ITS LOCATION
 
SARAWAK IS FREE FROM TYPHOON, TSUNAMI & EARTH QUAKE (Sabah used to experience mild earthquake from time to time but not Sarawak.
 
 
6) SUPERIOR DUE TO SARAWAK BEING A GROWING STATE
 
THE PAN BORNEO HIGHWAY WILL UNLOCK ALL THE LAND ASSET VALUE OF JTIASA RIGHT INTO THE FAR FUTURE. THE LONGER YOU HOLD JTIASA SHARES THE BETTER YOU WILL BE IN SEEING ITS FULL VALUE UNLOCK
 
The North South Plus Highway unlocked the Value of Lands from Thai border to the South of Johor near Tuas, Singapore, powering up the Value of all the Lands along this Stretch
 
So will be Jtiasa Lands in Sarawak as it opens up
 
 
7) SUPERIOR LONG TERM INVESTMENT VISION & MISSION
 
In the latest Annual Report Jtiasa stated that Its Replanting of Forests will be maturing by year 2022
 
Just in time for harvesting as we now enter Year 2021 in Cpo bull run. This Palm oil bull run from now till Year 2021 will then usher in a Ready Harvest of Jtiasa Planted Lumber
 
May I relate as example of Long Term Investing
 
I once employed an Indonesian worker called Jarwo 
 
Jarwo earn his money by doing contractor job in Malaysia
 
With the money he bought a piece of land in Surabaya.
 
On this land he planted trees. It took 8 long years for these trees to grow.
 
After 8 years Someone offered to buy his trees. Now huge and very tall.
 
They paid him. Cut down the trees and transported them away. He only sold the trees which were used as pulp for paper.
 
He did not sell his land which after 8 years already appreciated in value.
 
Then he told me he will plant more hardy trees. This will take 11 years. Why so long"?
 
He said these trees will yield better quality Wood and could be used for furniture. So it will command higher prices than making into papers.
 
Wow. He has such long patience 
 
This is what Jtiasa has been doing. They planted. And now by year 2022 these trees will mature for harvesting. Are we able to see Jtiasa reap its long hard reward?
 
 
8) THE BEST IS THIS. JTIASA IS PRICED AT HISTORIC UNDEMANDING PRICES AROUND 85.5 SEN WHEN UNCLE KOON 1ST PROMOTED JTIASA AROUND RM2.20  IN YEAR 2014
 
NOW WE ARE BUYING AT A VERY NICE 60% DISCOUNT. THIS IS BUY LOW AND SELL HIGH LATER
 
NOT CHASE HIGH AND THEN HOPE TO SELL HIGHER.
 
 
INSIDER BOSSES ALSO HOLDING ABOVE RM1.20 TO RM2.00
 
See
 
 

9) SUPERIOR AS SUCCESSFUL INVESTORS ALSO IN TOP 30 OF JTIASA

AMONG THEN ARE DBS BANK Being the Largest Bank of Singapore

Grand Master Sifu Dr Neoh Soon Kean

Pheim Boss Tan Chong Koay (Buying on behalf of EPF)

 

10) BEST OF THE BEST

JTIASA WILL SEE MUCH BETTER TIME AGAIN AS CPO PRICES HAVE CROSSED RM3500 PER TONNE

 

At 85.5 sen now. In year 2014 it reached Rm2.70

 

See if Jtiasa could reach Rm1.35 first (50% of retracement)

Then only see how high it will go depending on Cpo uptrend & coming La Nina event yet unfolding

 

 

Best Regards

Calvin Tan Research

Singapore

 

Disclaimer

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein

 

 

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calvintaneng JTIASA IS ONE RARE GEM YOU CAN BUY AND HOLD LONGER TERM LIKE TYCOON PETER LIM HOLDING WILMAR

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-15-story-h1536433928-ALL_BY_INVESTING_IN_PALM_OIL_Peter_Lim_From_Taxi_Driver_To_Billionaire_.jsp
20/11/2020 8:27 AM
luckyme123 very detailed and informative.. Thank you
20/11/2020 9:07 AM
i3gambler Share Price = 0.855
Share Qty = 967,991,000

A)Market Cap = 827,632,305
B)Total liabilities = 1,048,623,000
C)Non-controlling interests = 1,306,000
D)Other investment = 38,500,000
E)Current assets = 155,033,000


Total Mill, mt/hr = 305 (Estimate form FFB processed)
F)Value of Mill (250K per mT/hr) = 76,284,247

Enterprise Value for Planted Estate = A+B+C-D-E-F = 1,607,744,058
Total Planted Ha = 69,589
Enterprise Value / Planted Ha = RM23,103
20/11/2020 9:24 AM
calvintaneng One missing piece of the puzzle all have missed

The extremely low price of Jtiasa land cost

In Pulau Bruit land on this pristine island is only 0.016 sen psf

If Jtuasa want to follow fiamma, seacera or oka example it can easily revalued lands and book them as profits

Then it will show HUGE PROFITS

PLUS NTA WILL INCREASE BY MANIFOLD

Jtiasa is not interested in short term measures as it has a very rock solid longer term approach
20/11/2020 9:42 AM
i3gambler Enterprise value per Planted Ha:
1) SUBUR: RM16,143,
2) RSAWIT: RM22,322,
3) SWKPLNT: RM21,206,

SUBUR's EV/Ha is the lowest.
If you are looking for cheap land, go for SUBUR, but it is still a loss making company,
20/11/2020 10:03 AM
calvintaneng I think Jtiasa Boss got dispose both SuburTiasa and Rsawit but holding all Jtiasa shares tightly
20/11/2020 11:52 AM
calvintaneng Slowly quietly steadily accumulate cpo stocks as Soyoil future keep on relentlessly going up almost everyday

The selling prices of Ffb, cpo and palm kernal will be at elevated level from now

Results for Feb 2021 will be fantastic
20/11/2020 12:28 PM
calvintaneng Very strong soyoil future at USD39 even on a Friday in Dalian

Tnight let's see US Chicago soyoil future will break the Usd40 barrier due to world in shock panic buy soybean again
20/11/2020 4:40 PM
calvintaneng Last night US soyoil reached the high of USD39.32 but then profit taking set in to close at Usd38.64.

Still very high from USD30 which is the very good support for Cpo bull trend

Since Brazil still in very hot weather planting of soybean will now be delayed till near December 2020

It takes soybean 100 days to grow and fully mature for harvesting

So with USA soybean fully harvested by Nov 2020 there will be not much soybean on world market till early March 2021

Within these 4 months only old stock of soybean left with ever increasing demand

Can expect remaining stock of soybean to go even higher

For this reason Cpo will reign supreme going into early 2021

And if Mato Grosso of Brazil soybean crop face unrelenting drought for next 3 months then Cpo prices will explode upward like years 2012/3 into a very powerful bull run

Jtiasa reached Rm2.70 then. Will Jtiasa reach Rm2.70 again?

Possible

Yet to be seen
21/11/2020 7:26 AM
stockraider U analyse properly lah....!!

The latest logs production figure for Wtk & jtiasa already bottom up & stabilise loh...!!

For example the lowest log production for wtk is dec 2019 at 8628 m3 but in latest oct 2020 it is 12524 m3 up 45% mah...!! Also selling price up 40% mah....!! very powerful gain mah...!!

Likewise Jtiasa lowest production is in Jan 20 at 3003 m3 but in the latest Oct 20 it when up sharply to 14802 m3 a very sharp increase of 393% mah.!

With further high gain in selling price of 40%, u can expect very big improvement in jtiasa

Always look at these very important big changes & improvement loh..!!

Posted by Mikecyc > Nov 20, 2020 11:05 AM | Report Abuse

WTK Logs Jtiasa Logs

Dec2018 = 58,217 m3 : 12,892 m3
Nov2019 = 13,202 m3 : 26,535 m3
Dec2019 = 8,628 m3 : 24,440 m3
Jan2020 = 12,508 m3 : 3,003 m3
Feb2020 = 18,465 m3 : 7,828 m3
Mar2020 = 12,273 m3 : 13,944 m3
April2020 = 10,433 m3 : 22,668 m3
May2020 = 14,612 m3 : 7,291 m3
June2020 = 9,203 m3 : 24,276 m3
July2020 = 12,887 m3 : 15,118 m3
Aug2020 = 10,092 m3 : 22,341 m3
Sept2020 = 12,060 m3 : 22,915 m3
Oct2020 = 12,524 m3 : 14,802 m3
22/11/2020 1:14 PM
stockraider Again u need to interpret properly these data mah...!!

2020 latest price 11.81
2019 price........9.53
2018 price.......8.92
2017 price......9.59
2016 price......10.02
2015 price......8.65
2014 price......10.22

At Latest 11.81....it is at 6 yrs high mah...!!
Very powerful mah...!!

Still got chance & room to go to 20 years high at 14.11 mah..!!

Very powerful gain loh...!!

Posted by Mikecyc > Nov 22, 2020 12:49 PM | Report Abuse

Soybean Prices - Historical Annual Data
Year Average
Closing Price Year Open Year High Year Low Year Close Annual
% Change
2020 $9.2361 $9.5625 $11.8100 $8.2175 $11.8100 23.92%
2019 $8.9298 $9.0700 $9.5300 $8.0250 $9.5300 6.78%
2018 $9.3456 $9.6475 $10.7750 $8.1400 $8.9250 -7.01%
2017 $9.7820 $9.9500 $10.7500 $9.0400 $9.5975 -4.26%
2016 $9.8753 $8.5600 $11.7825 $8.5600 $10.0250 15.81%
2015 $9.4242 $10.0700 $10.5650 $8.5525 $8.6565 -15.32%
2014 $12.2850 $12.7000 $15.2010 $9.1025 $10.2230 -21.15%
2013 $13.8587 $13.9225 $15.4075 $11.9350 $12.9650 -8.14%
2012 $14.6226 $12.2750 $17.6825 $11.5825 $14.1135 17.04%
2011 $13.1852 $13.7900
22/11/2020 1:17 PM
calvintaneng Just few more days

Giant treasure results will be out
23/11/2020 4:00 PM
calvintaneng Soybean touched Usd12
The highest since year 2016

Time for Jtiasa to rebound back to years 2014 to 2016 price above Rm2.70 in its Cyclical Trend
24/11/2020 7:33 AM
apolloang tan sri calvin u didn't buy kstar and euro? hehe
24/11/2020 10:00 AM
calvintaneng keep solely to palm oil stocks

buy more while cheap
24/11/2020 1:33 PM
calvintaneng https://www.foodnavigator-asia.com/Article/2020/11/24/Palm-oil-in-China-Consumption-growth-expected-in-food-sector-as-government-moves-to-phase-out-GM-soybean-oil
25/11/2020 12:31 AM


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