shouldnt age maturity of trees per hectare and planted trees per hectare be more important than just a simple hectare per market cap?

for example my own farm in sabah although is only around 200 acres now but my total production and utilization is more than my neighbour plantation nearby of 600 acres. How is that possible?
1. my trees are now fully matured and produce the best as I replanted with the latest seedlings 10 years ago with the latest breed. Meanwhile my neighbour only replanted 4 years ago which means high cost and low production.
2. land type. My land is near to the mill and is perfectly flat near main road which brings my production cost far lower per acre, meanwhile my neighbour is hilly land with poorer soil quality near swampy area.
3. fertilization and crop care also make a huge difference.

If we wanted to do the comparison, the key element the koon should be looking at is the yield per hectare and the expenses per market cap.

Actually, the share price is driven by revenue and earnings output. If you know that next quarter oct Nov dec your average cpo price are 4800-5000, you will be guaranteed a monster of a dividend. And looking at jtiasa history, they will probably be giving it out next quarter. So if you bought at rm1 and you receive 10 cents dividend for the year, how much would you rate the price of jtiasa especially if they retire their debt this year?

>>>>
Up_down

Share price is mainly drived by CPO prices.

3 months without mikecyc polluting this thread is a godsend. I was wondering why he wasn't arguing and fighting today as well then realized his amount suspended. I wish him all the best and hope he can spend the time to study and learn how to improve his stock selection ability and patience to hold.

To sslee. Good job indeed

Yes, I have zero respect for kids who talk and talk and attack people for things since 2020, 5 years ago and gave given nothing beneficial to this platform. I detest these type of users the most, talk cock so much but nothing to provide on his own results and performance. Even if people like sslee made mistakes with Jaks and xinguan which is a source of humor, you still need to give him flowers for doing a good bet if buying since cheap prices for jtiasa. You can at least track his performance is improving by how he is betting on what he knows which is palm oil industry in buying jtiasa now and that's how he made more money in shorter time than putting money to work in insas.

As for the kids who only know how to fight and look for arguments, he will never tell you how much Jaks he bought and at what price because he is down so much he fears being laughed at so he starts by laughing at others first.

Shame indeed

>>>>>>
hours ago


G-boy

philip..kid is kid..say whatever he like...write watever figure he want...
just ignore...
jtiasa now is ontrack to new trend again

Ok time to sell, when the kids that saying the most bad things about jtiasa now saying he bought success high with TA and FA etc etc, you know that he missed the boat and nothing more to say, so now regretting action and trying to say he bid the price from the beginning

i just realized this johnchew is another id of mikecyc, just out to simply vomit "facts" and "figures" meanwhile i have no idea what his point is in all the threads, is he trying to short stocks? or trying to buy low? or just trying to find friends.

I personnaly think he is just looking for friends that respect him, as if he starts showing his actual performance on his stock portfolio, he is probably the type that only sees green because each time he loses a trade just sell and cut loss so his portfolio only looks positive, but in actuality would be down huge amounts over time.

time to ignore another child trying to just troll and talk without giving any useful input.

the thing I dont understand is: if yinson is so bad to him, why is he even posting a thousand posts a day without a single mention of what he is actually buying and at what price but likes to bring up arguments from 2021 and 2020... craxy indeed...

Johnchew posting a thousand posts a day will not make you a better investor.

One that posted to every thread and talk jalan I think is Jaks which actually drop to 12 cents which is worth a little bit more than jtiasa earnings this quarter. Question now become why doesn't jtiasa buy the entity of Jaks with it's earnings from 4 quarters? But good sense it definitely doesn't make. Jaks results so bad no one even bother to comment anymore except those traders become long term holder

Fpso petrojarl already left in October and subsea completed connection of wells 4-6 in early November. The ANP is doing inspection this week so should be in December start production. Very very fast work from all involved.

Anything more to say?

https://www.offshore-energy.biz/out-with-the-old-fpso-after-eight-years-in-with-the-new-one-at-oil-field-offshore-brazil/

Here.

Johnchew5

Hoho any update on FPSO Atlanta First Oil ?😱

Here.

Johnchew5

Hoho any update on FPSO Atlanta First Oil ?😱

Here.

I think sslee is right, next quarter will be the rm5100 inventory sold at high prices so additional revenue of 350 million and most likely 130 million pbt

But in any case enough. I will stop polluting jtiasa thread by writing about other companies. And this is the last time I talk to Mike. I just realize how useless it is to talk to kids, arguing with them you can win. They will just pull you down with insanity

I wish you all the best Mike with your Jaks. I already gave my piece many years ago when I said Jaks was a lousy investment. Today I'm proven very much right

And immature kids, just in case you don't understand how to read bond yields, you can refer to Fitch and their BB rating and how they look at yinson ability to pay.

https://www.fitchratings.com/research/structured-finance/fitch-rates-yinson-boronia-production-bv-sr-secured-notes-at-bb-exp-stable-presale-issued-20-05-2024

Mike, how much dividend have you received from Jaks so far? I think yinson and jtiasa actually had enough money to pay dividends and do share buyback. Their earnings from fpso from eni and petrobas and petronas is so solid that their senior notes of 1 billion 18 year long term notes at 8.9% is oversubscribed. Not only no need to dilute shareholder, but able to revise debt from short term expiry in 2026 to 2 decades to pay back... OVERSUBSCRIBED

I think only kids who don't know how to look at cash flow statement and analyze debt instrument will ask, why yinson can borrow so much money and raised from Europe and Japan and Malaysia 20 billion... How would those find managers analyze perpetual securities which only need to pay 80 million a year and collect back 1 billion 18 years later...

Meanwhile your stories on Jaks are nice but dilution, share sales, warrants etc are more and more stories because they can't get banks to give them a break anymore

Not forgetting buying back 100+ million in share buyback when prices are cheap.
The big thing to ask is this:

Like the CEO of yinson say, my contracts are fixed returns from first oil(operational status) yinson is paid 700k usd a day. In total with interest the fpso cost 1.2 billion to build. Contract is 22 years, at the end of period yinson will earn 5.2 billion.. So if things are built well and completed well, yinson will earn back their spent cost in 5 years and after that is profit every day, as their charter is bareboat, operations and management is under the operator ( unless yinson sign o&m). Very clear cut rules, clear cut profitability, all that is left is to perform.

How did yinson command this 700k a day charter while customers like armada earn 435k a day? Simple. Timing and competition. In many cases yinson was the only bidder or best option with string financial status. That is why yinson is 8 billion, armada 2 billion and Jaks 300 million.

Execution and profitability.

>>>>>>>
June 2024 …


JediMaster1

52 posts

Posted by JediMaster1 > 5 days ago | Report Abuse

Off course ( Yinson 👍 ) is different to ( Jaks 👎 )

1. Yinson pay dividends to share holders ever quarter 👍👍👍

( Jaks suck blood from share holders keep on PP or RI to sucking until all share holder dry ) 🤪🤪🤪

Mike please use facts and figures and tell me what jtiasa did with it's 7 cents per share earnings? Tell me how much debt they retired with the money? For me I don't have a single share of jtiasa as I have mine in inno and sop but I'm not here to keep trying to find arguments and "debates" with people. If people make money doesn't mean I need to lose money. So just say congratulations and move on to those who did.

Grow up Mikecyc. Stop being a boring child with your repeated "facts" and figure out how to make money from Jaks better.

Learn to be matured in a investment forum. This is not your high school chat group for you to blow water and ridiculed people. Unlike you I give credit when credit is due. Can you still say anything bad about jtiasa results Mike?

>>>>>
Mikecyc

Haha another kidds also blowing ke … is Trapped also …🤣🤔

Very impressive results, hopefully dividend incoming, as now the price stable at 4700-5000. Good job sslee, you are making good money from 0.6 on this stock. Since now net debt very good possibilities

And after results from 4.50 to 4.86, so what else is new? Sell the news, buy the results. question to ask is the loss paper loss from forex declaration? will it be revised in next quarter when MYR has dropped so much? will pchem suddenly make money? all i know is i bought more when pchem selling below net asset value, meaning I get the value of assets + cash is at 4.67, i get 4.50+ to top up on a company with net cash, good assets and profitable. I bought more and will be guaranteed to collect more dividends over time and share price recovery.

Can you say the same about companies like JAKS?
>>>>>
Johnchew5

Hoho Pchem latest QR with Huge Loss since Listing due to Unrealised Forex Loss …

Grow up and be matured. Stop being a child and act like a real grown up. Embarrassing indeed. Are you in this group to learn about investments out to just be a troll. If you can't control emotions you will forever be a poor troll with low results.

Fyi of sslee haa been buying jtiasa since 2022 it means he has been buying since 0.62 range. So it's his trading account positive or negative?
More importantly is your trading account positive or negative?

>>>>>>>
Mikecyc

Haha Kidd Konartist sslleee jgn menangis le …🤣🤣🤣

Please be matured in a public forum. why act so childish and keep reposting over and over and over. another few more days until QR results, once qr results out then you can resume your taunting OR better yet, if results good and price go up, APOLOGIZE like a real man.

Until then, learn to be matured.
>>>>
Mikecyc

Haha Kidd Konartist sslleee jangan menangis lagi le …blame here blame there .. spook here spook there …remember to take the right medicine le … doesn’t toxic the Land le …

But funnily enough with all your thousands of posts you have zero shares bought, so what is the goal of reposting and reposting and reposting whole share price keeps going up? Unlike Jaks.... Which you don't even bother losing anymore.

Meanwhile... How many shares of Jaks do you currently hold?

So if this worry is gone you will be happy? News on that front should be coming soon next month as final hookup all done on yinson production side, and now back to Bravia Energia as all the hookups to remove fpso petrojarl 1 has be done and fully connected to FPSO atlanta, not only awaiting the final details so can announce production soon. Phase 1 already completed with 6 wells connected to FPSO Atlanta and the balance 4 wells ongoing as per schedule.

In any case Mike don't worry about yinson, everything moving onwards

>>>>>>>
Johnchew5

Hoho the most worries is FPSO Atlanta First Oil is still Delaying ???

The Brazilian firm’s activities aimed at replacing the FPSO Petrojarl I, which has been working at the Atlanta field in block BS-4 in the Santos Basin since 2018, with the FPSO Atlanta, bought for Atlanta’s Full Development System (FDS) in 2022, are in the final stage.
53 minutes ago

Posted by Sslee > 6 days ago | Report Abuse

I already sold most of my Insas with good profit.
why should i sell Pchem when it is growing, giving out dividends and in solid net cash position, my holding cost over the years drop to around 3.9 per share. Presently buying more at 4.5, the 2 questions to always ask is this:

1. Sell pchem and buy what over the years? if you need stability and do not require advance risk taking, meaning i need good income every year with zero chance of bankruptcy or loss. Buy what with low risk and high visibility?
2. Pchem is currently one of the only petrochemical companies in the world that is profitable despite the competition and war and slowdown. Korea lotte and titan losing money. BASF is losing money. Dow is losing money. Formosa is barely breaking even. The only decent competition is China which is skirting regulations and not building more. Pchem is not only doing more FID and building new, they are also giving out 50% dividends from profits, and never lost a single cent in the last 5 years. so, i prefer to put money in the company where they are making money while everyone else is losing money. As you said, cycle, when the cycle returns again, i would have added more to my position at 4.5 and getting good comfortable return when the oversupply and competition ends in the next few years after trump and xi start being friends again. when that happens, i wonder what pchem earnings will be like in 2026?
>>>>>>
By the way Philip fall in love with Pchem and did not know PChem is a good company in a cyclical business otherwise he would have sold when price breakthro' the RM 10 and buy back when price on retrea

This i totally agree, people come to a forum to share and learn knowledge, not to fight. My preferred forum these days is seekingalpha to learn about stocks, but the lack of moderation and letting people like mikecyc post 46 thousands posts of mostly reposting and insults is just making a forum toxic and hard to get any useful info. very menacing and demeaning.

I still dont understand, the point of investment forum is to make money, why come here to fight everyday? tak penat ke? need to be a stiff arm of justice for what reason?

>>>>>
Posted by G-boy > 1 minute ago | Report Abuse

as a outsider... we see mike alike abit over...
no point to argue with stranger... quiet quiet earn money

No i realize why mike always want to look for arguments and fighting with strangers, he is worried if he plant his own bendera and buy a stock that the results will show he is a fraud and he is afraid of confrontation. Easier to insult and make fun of others (despite others making money as sslee holding since 2021) rather than show what stocks and share he is buying and what his results are. if dont want to disclose jaks position % and what cagr over last 5 years since joining i3investor no problem, but always looking to fight with others shows a maturity level bordering on the autistic
>>>>>
Mikecyc

Haha Kid Konartist Ssllee owned Claimed FA n TA Guru … no facts n figures on Jtiasa??

Kidd Konartist cannot grow Up anymore ke … pagi ini ada naik Bendera tak … tak boleh ke jadi Jtiasa Akan ikut Cuma Turun saja ke …🤣🤣🤣

I am very much convinced mikecyc has already taken his Jaks loss and sold out which is why is his commenting so much. It is easy to comment on others when he himself has no position or confidence

>>>>>
Mikecyc

Haha on Jaks GGU :

More importantly as reported, ASP prices have increased, causing revenue and sales volume to go up by 44%. Also very important, dividends. More importantly, more lines in production indicating higher demand for products.

Exchange rate issues up 10% in a month has stabilized back, and it seems glove oversupply is reducing well
>>>>>
Chipee

AS reported, loss due to abrupt higher RM value to USD and increase operating cost on new production line.

Azamjaya orderbook clarity for next 5 years, mega fortis got increasing orderbook clarity? I think main issue is that clarity of cash flow and profits GROWTH is not there so market realize mega fortis is just a way for the original shareholders to cash out and leave the bag to others

>>>>>
EatCoconutCanWin

azamjaya up 40% with eps 0.93. MegaFB eps 1.18 at 0.65 lol... what fundlemental bursa is doing. Msia got this kind of attittude sure die

The difference is simple. Pchem has scale and size and FID behind many new production lines. Currently entire world chemicals is not doing well due to reduction in demand and demand growth is slow to catch up to production. meanwhile pchem margins are far higher than Dow chemicals, formosa chemicals, BASF chemicals and many other majors, meaning pchem is the best performing chemicals company making money during bad economic cycle. Even despite difficulties, they are growing revenues and asset value and cash hoard. Meaning, if they are making money when everyone else is losing money during bad times, guess who will be making money hand over fist during good times?

Insas on the other hand, has been doing their version of fashionvalet with melium group and dome coffee which is not leading to much growth for insas and just relying on inari to cover their inability to grow organically. in the long run, insas will be a value trap, while pchem will be a juggernaut once demand for chemicals have stabilized everywhere.

the big difference is simply: time.

>>>>>>
Posted by Sslee > 1 week ago | Report Abuse

If you took out one zero from Pchem price what different between insas and Pchem price cycle?

Note:
Stock: [INSAS]: INSAS BHD
Jun 4, 2023 4:23 PM | Report Abuse

Ular,
Some year back stockraider even win his bet with Philip Insas Vs QL

Now I'm trying to repeat what stockraider has done:

Stock: [INSAS]: INSAS BHD
Apr 8, 2023 11:07 PM | Report Abuse

Since insas is my 50% holding and Pchem is Philip 38% holding.
1 year bet insas RM 0.775 vs Pchem RM 7.50.

The race is on Insas break RM 1.03 or Pchem break RM 10 in 1 year time

Move on with your life.... sslee making tons of money in jtiasa now your eyes getting redder and redder, better just learn how to actually make money in stock market and move on and get better performance instead of reposting reposting stuck forever in a rut.

If sslee can move on from insas and jaks and xinquan who am I to berate him further as he starts to learn how to pick stocks and buy what he knows. FYI sslee works in a palm oil plantation. So when he sees ffb selling at 800 and CPO selling at 5000 his eyes go big big, and if he knows to go all in during this period in the big major palm oil companies, he will definitely do well to earn.

So mike, sslee has conviction and size behind his 50% earning investments. again my question, how many shares of jaks do you currently own?

>>>>>>
Mikecyc

Haha all those words that I am in retaliation of what Konartist sslleee said …

cold eyes bought 2 million shares in latest 2023 annual report la.
For me harta bought at 5.80 got dividend, and average down bought tons at rm1.5. today harta rm 3.25, so what have you to say?

Only bad things about others? my results from my tracked portfolio already blow you out of the water, if you dare to share your CAGR returns I dare to share my public returns on my portfolio. unlike you I keep buying harta every quarter as prices drop and results get better and better with the dividends. While you keep reposting and reposting, others keep making more and more money with proper sharing instead of arguments and fighting.

Learn to make money kid, and instead of trying to humiliate others, maybe good to learn from others once in a while. Thats the only way kids can grow.

>>>>
Haha Repost ;


Haha Cold Eye like eagle eyes invested on Jtiasa at the right Timing started FY22. But he also has eagle eyes when to unloading as he said will not buy those stocks with SLOW returns ! 👍


Not like Buy What u Not understand Serba snake n dragon story teller bought Harta at High price , promoted at RM 5.80 on early 2022 saying knew the Product cost ( after visited the Plant 🤣🤔) , didn’t know the ASP movement !

Mike what is your goal in insulting others in i3investor? does it make you richer? as I can see it, sslee has already bought jtiasa below RM1, and at todays prices of RM1.31, he has already made 30% paper profits with 6% dividend yield incoming. I think rather that being angry that sslee is making money, maybe you should analyze his picks and ask why cold eye has 12 million shares in jtiasa bought since 2021 at 0.60 ringgit.

Isn't it better to be rich than to argue and debate poor? FYI cold eye and sslee has yet to sell their shares which they kept for last 3 years. they already have 100% return at 1.31 and more. If he has the ability to buy millions of shares in jtiasa and make money from it, I would say learn from it rather than be salt and angry about it

>>>>>
Mikecyc

Haha konartist sslleee no more shouting ke Jtiasa waves 2 is coming…🤣

After taking 10% loss to my portfolio I still average almost 17% CAGR growth over the last 6 years as shown in my portfolio. My earnings in topglove, QL more than double in the period pay for all my losses, as shown in my tracked portfolio. Can you claim the same thing mike?

What is your portfolio performance like? You post so much comments every day attacking everybody, do you have the performance to back it up?

I show in my portfolio and bravely say serba was my biggest loss which I bought up to 20% of my portfolio and took a cut loss 56% and it was 10% of my portfolio drop at the time. I am transparent kid. Are you?

How many Jaks share are you holding tight now?

So what's your CAGR like Mike past 5 years and ten years? You still to be an expert commenter. Let's see you walk the talk seem to never make any mistake all cun cun calls?

And yes unlike many others I own up to my mistake in serba which is shown very clearly in portfolio how much I actually lost in serba. Yes I accept my losses and yet I still have a 16.7% CAGR in the last 5.8 years which actually beat sp500 and bursa 30, and beat epf results and many insurance companies unit trust. It's all properly documented and every single trade check and balance including my holdings year to date. So why are you still looking at the loss I make instead of the total returns I made in QL, yinson, SDS, pchem, topglove , harta etc. Through the years and be fair? You can see how I am still holding up my winners with more long term growth in the horizon. I don't know about jtiasa but I do know today cpo ended at 5100, which bodes well for all palm oil counters.

So if you point 2 fingers at someone you also point 3 fingers at yourself.

What is your past 6 years CAGR? And how much are you making that you have so much time to post comments everywhere?

As shown in my portfolio, I don't own any jtiasa, but I am still here to learn things and read from proper ideas. I have no interest in posting things about other counters in jtiasa and I'm not the one drowning good sharing and comments with constant arguing and " debating". Why do you care so much about arguing? Instead making money and picking the right stock should be the main concern.
Like my grandmother likes to say when I was a child. If nothing better to talk, keep quiet also ok. I'm here to learn about jtiasa comments on stock selection, not to hear your repeated reposted drivel which means nothing and learn nothing over and over and over. Just looking at your list of replies and comments does not make me or anyone here a better investor. So really, are you here too talk or here to make money? If here to make money then talk less and listen more. Stop being so childish to look for arguments with strangers... Not very profitable.

Fyi you can say what you want about sslee, but I'm sure he had made some money in the stock market as he is now deep into jtiasa together with cold eye.

So if he makes money in jtiasa isn't it better to just congratulate him and let him earn bigger and bigger dividend rather than trying to find fault and not looking at the numbers?
>>>>>
minutes ago



Mikecyc

Haha Buy what u Not understand , the Serba Dog n Snake story teller to promote Serba .. even told Lies during posted yr Screenshot on Serba subsidiaries that I found variance between of the screenshot n yr thread figures… Konartist sslleee had defended u before u reply .


Oredi knew during debated against u in Harta that u promoted at RM 5.80 on Early 2022 … I am posted ASP Shl be bottoming after March 2022 ..

Why don’t u posted facts n figures to support yr selection in :

1.) Pchem
2.) Yinson
3.) Jtiasa

mikecyc, rather than wasting time talking and reposting over and over and over repeating same story, why not look forward and share and maintain an online portfolio to see if your results are better than your thousands of repeated post.

how about i help you get started with i3 investor very good tool to post your long term results and gains in your stock pick.

https://klse.i3investor.com/web/portfolio/mypf/120720?stkopt=currentHolding&costopt=balanceCostAllTime

here is my portfolio which i mantain over the last 5 years since 2019 with all my losses and gains to see what i invest in and how i talk.

mikecyc maybe talk less and collect more data and show your results over time, that way your reposts will actually be useful

So as price of cpo hit rm5083 today, what do you think will be the production and profit of jtiasa in this coming quarter?

Why don't post the full story?
July 24 ffb - 83,967
August 24 ffb - 123,613
September 24 ffb - 118,183
October 24 ffb -


>>>>>>
Mikecyc

Haha Repost :

Jtiasa : FFB production output

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)

Oct 2023 : 132,551
Nov 2023 : 114,287
Dec 2023 : 98,939

Total 🟰 345,777 ( compared to July-August-Sept is Less 3.9 % )


Jan 2024 : 87,820
Feb 2024 : 67,331
Mar 2024 : 61,673

Total 🟰 216,824 ( compared to Oct-Nov-Dec 2023 is Less 37.3 % )

Mikecyc, in latest annual report fong siling aka cold eye has 12 million shares in jtiasa which he added from 10 million shares previously. Can you provide some facts and figures as to why he added 2 million shares in jtiasa? And how many million shares of Jaks are you currently holding?

Good123, do you eat mamak fresh roti canai more or do you eat kawan frozen roti canai more per month?

This is one of the few good advise that I agree on with you. In terms of investing/trading, exciting does not necessarily equal profitable.

>>>>>>
For me do not stay too long at your comfort zone, dare to venture outside your comfort zone and never ending life long learning to be successful.
You can learn all the technical knowledge from the book or hand on.
But on how to managed people and how to handle owner boss you need to learn hand on.

I think I would rather characterize myself as a businessman. You buy something with the expectation of long term growth runway in a company and you hold on for the ride until the company dynamics changes(serba) or until it hits terminal value (speedmart, diy). Take for example SDS, I am buying for their long term growth into peninsular and plan to sell out once they start expanding to east Malaysia. For pchem the question I asked myself was is the revenue reduced due to company fundamentals? No. Is the earnings reduced due to temporary factors? Yes. So once market recovers and price go up I will still have a company that has 9 billion in cash, and running well and worth every penny. Three difference between me and contrarian and sslee is that majority of my networth is in stocks. Unlike them I no longer have a day job. So the big question is first how safe is the stock where I put my money in firstly, and secondly if I sell pchem how much fees do I pay, and what can I buy with the money? More important how much risk do I have to bear if I buy another stock for the long term.

There is no such thing as value investor, as everyone is looking for value. The most important thing is risk control and how safe your money is and how safe the investment is when you add margin into the mix. Fyi, a lot of my investments turned around when I added margin which is extra risk if the stock goes south.
>>>>>
xiaoeh

i would use pure value investor and not so pure value investor to name TheContrarian sifu and Philip sifu

TheContrarian sifu to be categorize to not so pure value investor where he buys value company and sell when mkt not in his favor and buy back

Philip sifu to be categorize pure value investor where he buys value company and hold never sell when mkt not in his favor
instead, he buys more when mkt not in his favor.

One thing for sure, yeoh tiong lay held a big share in ytl and kept it at 50% which let's you know how to build generational wealth.

>>>>>
xiaoeh

Dear Philip
i'm curious to know how value investors react to big cap counters like YTL/YTLP from its IPO till today?
does value investor bought YTL/YTLP from its IPO price and hold until today?