Still no ball to show hand his Jaks holding but continues to talk nonsense, a born loser indeed.

128449241 01/11/2024 Brought Forward 2,230,000 1.0559

129005230 04/11/2024 Sell 10,000 1.2700
129005910 04/11/2024 Sell 10,000 1.2800
129089051 13/11/2024 Buy 10,000 1.1800
129102367 15/11/2024 Buy 10,000 1.1600
129107469 15/11/2024 Buy 10,000 1.1700
129135003 21/11/2024 Buy 30,000 1.1600
129135489 21/11/2024 Buy 10,000 1.1600
129137271 21/11/2024 Buy 10,000 1.1400
129139180 21/11/2024 Buy 10,000 1.1300
129141710 21/11/2024 Buy 10,000 1.1300
129142251 21/11/2024 Buy 10,000 1.1300
129144195 21/11/2024 Buy 10,000 1.1300
129144865 22/11/2024 Buy 10,000 1.1300
129152708 22/11/2024 Buy 10,000 1.1100
129156920 25/11/2024 Buy 10,000 1.1100
129466139 01/12/2024 Brought Forward 2,360,000 1.0616

130079606 09/12/2024 Sell 10,000 1.4700
130079700 09/12/2024 Sell 5,000 1.4700
130079747 09/12/2024 Sell 20,000 1.4800
130079771 09/12/2024 Sell 5,000 1.4800
130079934 09/12/2024 Sell 10,000 1.4900
130079996 09/12/2024 Sell 20,000 1.4900
130085169 10/12/2024 Sell 10,000 1.5100
130089969 10/12/2024 Sell 20,000 1.4600
130090882 10/12/2024 Sell 20,000 1.4400

4383 JTIASA
2,240,000 1.0616 1.4300 2,377,984.00 3,203,200.00 825,216.00 34.70

Sold some for my niece purchased of Vista Tiara Florian Residences Payment and also to comply with my own investment rule of trying not to hold more than 50% in a single stock

Ball on your court Mike-tikus, dare to show your Jaks holding?

So far my rat-trap only managed to trap the same naughty tikus at penthouse 44 floor HRC and 24 floor Jaks 🤣😂😅

Below dividend received from jayatiasa.
You should be able to work out when I bought most of my jayatiasa.

Posted by Sslee > Nov 1, 2024 8:42 AM | Report Abuse X
Aiyoyo Mike-tikus below are the date and amount I received dividend from jayatiasa.
18/10/2022 Jayatiasa 1,680.00
30/3/2023 Jayatiasa 4,500.00
29/09/2023 Jayatiasa 8,245.00
2/4/2024 Jayatiasa 22,500.00
30/9/2024 Jayatiasa 81,200.00

Me again my thousand thanks to Mike-tikus for talking down the price so that I can collect/average up a lot more at RM 1.05 to 1.20 range

Priva already overtake jaks because of below MOU.

When will ALP also come up with MOU for Data ceter?

PRIVA
0.140
+0.005 (+3.7%)
MEMORANDUM OF UNDERSTANDING Privasia Technology Berhad [Registration No.: 200801023769 (825092-U)] (PRIVASIA or the Company) Memorandum of Agreement between Privabytes Sdn. Bhd (formerly known as Digital Medtech Solutions Sdn. Bhd.), an indirect subsidiary of Privasia, MARA Incorporated Sdn. Bhd. and FELCRA Berhad.

United Plantation 2023 oil yield 6.11 MT per hectare or about 30MT FFB per hectare per year.

For a 5 hectare to collect 20 to 25 tons per month mean per hectare 48-60 MT FFB per year a better result that any well managed plantation in the world.
Is he read wrongly or is he bullshitting or a better story teller with fake facts and figures?

Felda Settlers :
Felda Kota Gelanggi 1 settler, Johari A. Manaf, 81, said he is grateful because the estate he operates has shown vast improvement, as he is now able to harvest about 20 to 25 tons per month.

👉Based on current prices and his 5-hectare (14-acre) palm oil plantation, the report said he is now able to earn between RM20,000 to RM30,000 a month.

Kosmo today reported that the price for fresh fruit bunches (FFB) from January to October this year ranged from RM800 to RM900 per metric ton, before skyrocketing to RM1,200 recently.

Nowadays many listed companies do not directly send a copy of answers to your AGM questions and only informed you to refer to their website AGM minutes once it is published.

This is to ensure the information is available to all shareholders at the same times (only those attended the physical AGM will have the advantage of knowing what was disclosed at AGM)

Based on
Oct ASP CPO 4146 PK 2773
Nov ASP CPO 4739 PK 3590
Revenue
Oct (23,013X4146 + 5192X 2773) RM 109,694,249
Nov (19,896X4739 + 4330X 3590) RM 109,831,844

Quarter ended 30 Sept 2024
Oil palm revenue RM 253,417,000 and EBITDA RM 147,470,501

Note:
30/09/2024 30/06/2024
RM'000 RM'000
Current Assets
Inventories 106,615 : 48,662

Segmental Information
The financial information in respect of the Group’s business segments for the current financial
period ended 30 September 2024 is as follows:
Oil Palm Timber Others Elimination Total
RM'000 RM'000 RM'000 RM'000 RM'000
REVENUE
External 253,417 17,863 378 - 271,658
Inter segment 226,673 38,592 601 (265,866) -
Total Revenue 480,090 56,455 979 (265,866) 271,658
EBITDA 147,470 501 (1,444) - 146,527
Finance cost (837) (2,095) (20) - (2,952)
Depreciation and
amortisation (31,508) (2,329) (489) -
(34,326)
Segmental result 115,125 (3,923) (1,953) - 109,249
Group admin and
overhead cost (7,898)
Profit before tax 101,351

JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of November 2024 as follows:

Product Production
Fresh Fruit Bunches 88,953 metric tonnes
Crude Palm Oil 19,896 metric tonnes
Palm Kernel 4,330 metric tonnes
Logs 9,470 cubic metres
This announcement is dated 10 December 2024.


JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2024 as follows:

Product Production
Fresh Fruit Bunches 110,504 metric tonnes
Crude Palm Oil 23,013 metric tonnes
Palm Kernel 5,192 metric tonnes
Logs 11,720 cubic metres

This announcement is dated 11 November 2024.

PERFORMANCE OF THE MALAYSIAN PALM OIL INDUSTRY, NOVEMBER 2024
OCTOBER(r) NOVEMBER(p) DIFFERENCE
QUANTITY (%)
PRODUCTION (TONNES)
CRUDE PALM OIL
P. Malaysia 968,820 875,818 (93,002) (9.60)
Sabah 434,846 392,760 (42,086) (9.68)
Sarawak 393,682 352,716 (40,966) (10.41)
Total 1,797,348 1,621,294 (176,054) (9.80)
PALM KERNEL 416,058 361,340 (54,718) (13.15)
CRUDE PALM KERNEL OIL 209,148 176,302 (32,846) (15.70)
PALM KERNEL CAKE 232,637 197,095 (35,542) (15.28)
STOCK (TONNES)(s)
CRUDE PALM OIL
P. Malaysia 457,393 392,758 (64,635) (14.13)
Sabah 314,868 355,693 40,825 12.97
Sarawak 171,211 159,043 (12,168) (7.11)
Total 943,472 907,494 (35,978) (3.81)
PROCESSED PALM OIL
P. Malaysia 602,226 572,861 (29,365) (4.88)
Sabah 207,338 208,535 1,197 0.58
Sarawak 132,147 147,277 15,130 11.45
Total 941,711 928,673 (13,038) (1.38)
TOTAL PALM OIL
P. Malaysia 1,059,619 965,619 (94,000) (8.87)
Sabah 522,206 564,228 42,022 8.05
Sarawak 303,358 306,320 2,962 0.98
Total 1,885,183 1,836,167 (49,016) (2.60)

Now you can calculate estimate revenue for month Oct and Nov by:
Month Oct and Nov CPO and PK production time the respective month ASP CPO and PK

Is he know how to read trading volume?
No wonder trapped high at jaks.

Forum Thread
Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD

Last Price Today's Change Day's Range Trading Volume
1.49 +0.06 (4.20%) 1.38 - 1.50 14,152,500

Pchem has an upcoming bigger plant in PPC that going to drag down its profit.
So do you think Pchem has a stomach for another similar plant?

Maybank Investment Bank, which now has the second-lowest target price for the stock at RM3.82, flagged that the inclusion of losses from its Pengerang Petrochemical Company Sdn Bhd (PPC) would lead to a profit contraction for Petronas Chemicals in 2025 even as overall product spreads improve.

It like korean car now had to compete with China car.
Can you see the future for korean car?

If you insist that paying lease payment due/deferred is the same as repaying loans/borrowings then you are right.

You either inject money to bailout a company or if you can find buyer to buy your subsidiaries with total liabilities many billions over total assets then it is not a bailout but a smart move (transfered billions in net liabilities to other).

Isn't selling land to report big profit a one off event?
After selling all the land and without profit from land selling what will be the normalized PAT?

Just wonder why all IBs have buy call on YTLP?

Buying jaks is like ikan billis swimming with sharks sure telan by sharks

People brag for several reasons, often tied to psychological and social factors:

Self-Esteem Boost: Bragging can be a way for individuals to boost their self-esteem. By highlighting their achievements, they reinforce their self-worth and feel more confident.

Social Validation: People often seek approval and validation from others. Bragging can be a method to gain recognition and admiration, enhancing their social standing.

Competition: In competitive environments, bragging can serve as a strategy to assert dominance or superiority over peers. It can be a way to signal success and capability.

Insecurity: Sometimes, individuals who feel insecure may brag to mask their feelings of inadequacy. By projecting confidence, they hope to convince themselves and others of their worth.

Cultural Factors: In some cultures or social groups, boasting about achievements is more accepted or even encouraged as a way to inspire others or celebrate success.

Storytelling: Bragging can also be a form of storytelling, where individuals share their experiences to entertain or engage others, even if it comes off as boastful.

Overall, bragging is often a complex behavior influenced by a mix of personal insecurities, social dynamics, and cultural norms

By the way the correct statement is net cash used in financing activities

As as 31/9/2024
Cash flow from financing activities
RM '000
Proceed from borrowings 1,551,768
Repayment of borrowings (524,519)
Repayment of lease liabilities (2,621,956)
Net cash used in financing activities (1,594,707)

You just need to look into IBs analysis report on capitalA. They can't even figure out or agree on what is capA core profit/loss when they are reading the same financial report.

IBs analyst are paid just to write what the IBs want nothing more and nothing less.

Referring
https://theedgemalaysia.com/node/727957
Capital A can exit PN17 before branding biz carve-out, says Fernandes
The proposed RM6.68 billion disposal of AirAsia Bhd and AirAsia Aviation Group Ltd to AAX will lead to a pro forma gain of over RM18 billion when the transfer of accumulated losses in the aviation business is included, according to Capital A

Isn't above sound like and look like a bailout?

I sold ytlpower and bplant too early but no regret as live is too short to hold so many regrets, revenges or grievances against anyone.

Learn to move on and live hapilly.

By the way this year is a very good year for me and I wish everyone find their inner peace and success in their investment.

If you only take care of the top line with millions of cheap sales promotions and collected sales in advance of over RM 2 billion+

Come Q4 result what will be the revenue, EBITDA, PBT, PAT, operation cash flow and financing cashflow.

As as 31/9/2024
Cash flow from financing activities
RM '000
Proceed from borrowings 1,551,768
Repayment of borrowings (524,519)
Repayment of lease liabilities (2,621,956)

So still borrowing addition RM 1billion+ to get the operation running.

As what about BOD reply in EGM minutes?
Current lease liabilities of RM5 billion represent lease payment due within 12 months and will be serviced by operating cash flow for the next 12 months.

Pluch something from capA AGM minutes:

The majority of the liabilities of Aviation/AAX are lease liabilities of RM20 billion that will be repaid over the tenure of lease ranging from 12 to 18 years.
Current lease liabilities of RM5 billion represent lease payment due within 12 months and will be serviced by operating cash flow for the next 12 months.
Aviation is expected to generate positive cash flow to service its liabilities going forward, that is supported by valuation of both AAB and AAAGL under the DCF method.

So the question is with EBITDA Rm577M is that enough to pay lease payment due to lessors for the lease planes?

By the way as at 30/9/2024
RM'000
Current trade and other payables 4,635,016
Current borrowing 1,095,947
Current portion of long term debentures 290,261
Current lease liabilities 3,467,211
And etc

Haha,
For someone never win in investing to earn about 270k+ dividend alone in a year and now still holding million in jayatiasa. I must be a very lucky man unlike someone trapped high in jaks and very shy to tell how many million jaks share he is holding currently.

I think selling by major shareholder when share price already very much run ahead of fundemental is a resposible move to prevent share price overheating.

Jaks how to be better?

Never pay any dividend to shareholders but yearly asking free money from investors and shareholders with PP and RI. And without fall come Q4 big impairment on contract assets and receivables.

Jaks is BUY Low and SELL Lower.

Me long ago already sold jaks for my free bintang beer.

Only kasien Mike-tikus trapped high in Jaks and had to hard sell his jaks with misinformation, faked facts and figures to lure any newbie to buy high from him to no avail.

I will only have a second look at jaks in year 2030 hopefully jaks will still here unlike Xingquan

MNH as at 31/12/2024
Current liabilities RM 204,961,046
Non-current liabilities RM 196,443,411

The MNH RM 250 million medium-term note (MTN) can hardly cover the MNH Current liabilities RM 204,961,046 and how many of Non-current liabilities RM 196,443,411 become due in 2025?

Summarised statements of financial position as at 31 December 2023:
FP MNH Total
RM RM RM
Non-current assets 232,040,920 324,605,814 556,646,734
Current assets 910,656 5,764,090 6,674,746
Total assets 232,951,576 330,369,904 563,321,480
Current liabilities 221,684,498 204,961,046 426,645,544
Non-current liabilities 64,635,068 196,443,411 261,078,479
Total liabilities 286,319,566 401,404,457 687,724,023
Total equity (53,367,990) (71,034,553) (124,402,543)


Summarised statements of profit or loss and other comprehensive income for the financial year ended 31 December 2023:
FP MNH Total
RM RM RM
Revenue 4,167,025 6,096,978 10,264,003
Expenses including taxation (10,817,016) (6,740,356) (17,557,372)
Net loss for the financial year, representing total comprehensive loss for the financial year (6,649,991) (643,378) (7,293,369)

By Q4 result out with big impairment of contract assets and receivables and MNH MTN undersubscribe jak will has no choice but raise cash by PP or RI.

This time round the PP will be well below 0.1

Stony is smarter, he is using his magic to save two PN17 companies without government help.

KUALA LUMPUR (Dec 6): JAKS Resources Bhd (KL:JAKS) said its indirect subsidiary MNH Global Assets Management Sdn Bhd has filed for the establishment of a medium-term note (MTN) programme of up to RM250 million with the Securities Commission Malaysia.

Public Investment Bank Bhd is the principal adviser, lead arranger and lead manager for the MTN programme.

As at 31/12/2023
MNH
Total assets RM 330,369,904
Total liabilities RM 401,404,457
Totol equity/net assets RM (71,034,553)

MNH is a PN17 company.
Will Public Investment Bank Bhd able to find any investors for the MNH RM 250 million medium-term note (MTN)?

AAX debts restructure, capital reduction, 10 to 1 share consolidation and PP to uplift AAX from PN17.

AAX is now bailout CapA by acquisition CapA aviation (AAAGL and AAB) from CapA.

Will government need to come in bailout AAX later is another story.

By now everyone should know Bursa is a big online casino and you can bet from few hundreds to few millions.

By the way once upon a time KYY was a big gamble, he bet from few millions to hundred of million.

Peatland Management
At THP Group, we only plant on peat that has been set aside by the Malaysian government for agricultural development. We understand the nature of peatland and over the years, we have managed our peatland via extensive efforts and strict internal processes. Our Agronomy team provides technical and advisory support for the continuous management and care of the peatland.

These include maintaining water at optimum levels and draining excess water to prevent peat degradation. At the end of 2023, THP Group owned 44,749.27 Ha of peatland, of which 14,924.84 Ha was left unplanted and contributed to biodiversity and conservation areas.

THP Group owned 44,749.27 Ha of peatland, of which 14,924.84 Ha
was left unplanted and contributed to biodiversity and conservation
areas.

3Q24 Aviation Performance
MAA IAA PAA TAA CAA
Key Indicators 3Q24 3Q23 YoY 3Q24 3Q23 YoY 3Q24 3Q23 YoY 3Q24 3Q23 YoY 3Q24 2Q24 QoQ
RASK (US cents) 4.52 3.89 16% 4.97 4.36 14% 4.43 5.45 -19% 5.31 4.75 12% 4.98 3.02 65%
CASK (US cents) 4.57 4.55 0% 5.54 4.88 14% 6.02 6.84 -12% 5.26 5.37 -2% 9.87 33.26 -70%

So did aviation make any money flying people?

Another pertinent question that its minority shareholders have is probably whether Sapura Energy needs another recapitalisation exercise.

For the second financial quarter ended July 31, the company suffered a net loss of RM5.23 million on revenue of RM2.38 billion.

Commenting on its prospects in the earnings results, Sapura Energy says it is currently facing challenges due to lack of access to working capital and bank guarantee facilities, which in turn affected order book replenishment. These constraints have impacted the company’s ability to secure two major contracts worth more than RM4.5 billion. Given this, its top priority is to complete the restructuring scheme to minimise the prolonged impact on the business, it says.

To complicate matters further, the company is currently embroiled in lawsuits and winding-up petitions. Try as it may, there seems to be no end to Sapura Energy’s financial woes.

Will FX MYR go up or down against USD will not just depend on USD interest rate but more like what China government wants to do with their Chines Yen FX against USD.

Will China manipulate their Yen against USD to fight off the Trump increase tariff on China import?

When China Yen depreciate so will MYR.

When I bought Jayatiasa my aim is to build a portfolio that will give me good dividend. I only estimate as long as CPO can stay about 4000 it will be already very good.

So anything above that is extra bonus for me.
Note: PK price is now 3500+

You need to work out the revenue for month Oct, Nov and Dec based on reported CPO and PK month average MPOB spot price and jayatiasa reported CPO and PK production.

It is still too early to estimate coming quarter ended 31/12/2024 earning.
But based on quarter end 30/9/2024 earning when quarter average CPO price 3935 and PK 2452 and Quarter ended 31/12/2024 should be much higher thus earning should be higher.

As at
30.09.2024 : 31.12.2023
RM’000 RM’000
TOTAL EQUITY 10,905,623 : 12,012,111

NET ASSETS PER SHARE (RM) 2.06 : 2.26

Did anyone notice why the total equity and NAPS droping while GENM reported profit?

Will it be another good day for Jaya Tiasa?

Market Summary
Company Announcements
Market Information
Market Data Overview
Market Data Overview
As at 29 Nov 2024 05:15 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Feb 2025 5,023.0000 +138.0000 45,798 125,812
2 FCPO Mar 2025 4,903.0000 +110.0000 17,966 51,163
3 FCPO Jan 2025 5,128.0000 +163.0000 11,288 40,449
4 FCPO May 2025 4,642.0000 +58.0000 10,552 30,477
5 FCPO Apr 2025 4,768.0000 +77.0000 9,740 25,511
6 FKLI Dec 2024 1,595.0000 - 8,297 39,455
7 FCPO Dec 2024 5,236.0000 +176.0000 2,640 6,459

https://www.yinson.com/general-meetings/

From Yinson 31th AGM minutes link above.

Jaks 9 months ended 30 Sept 2024
RM '000
(Increase)/Decrease in working capital
Contract assets 13,517
Trade and other receivables 17,671
Trade and other payables (43,024)

The above mean
Only RM 13,517,000 contracts assets received payment
Only RM 17 671,000 receivables received paymemt
And Jaks pay RM 43,024,000 on payables

As at 30 Sept 2024
RM'000
Contract assets 88,513
Trade and Other Receivables 397,921

So get ready for Q4 ended 31/12/2024
Big impairment of contract assets, Trade and Other Receivables.

By the way Mike-tikus unashamedly using misinformation, fake facts and figures to promote jaks non-stop 24/7/365 for more than a year and half now and luckily no-one falls for his misinformation, fake facts and figures.

By the way Mike-tikus unashamedly using misinformation, fake facts and figures to promote jaks non-stop 24/7/365 for more than a year and half now and luckily no-one falls for his misinformation, fake facts and figures.

Repost
Stock: [YINSON]: YINSON HOLDINGS BHD
Dec 1, 2024 10:08 AM | Report Abuse

The problem with JHDP is using 10 years term loan to finance the project.

And hence once interest rate increase the FCF after paying interest and loan principal have nothing much to pay the dividend to shareholders.

Total Share of Profit = RM 431.703 Million
Total Dividend = RM 97.386 Million

So smart investors will only come back to have a second look at jaks year 2030.

Meanwhile those no so smart continues to ready your cash for more PP or RI.

By the way the PP investors are smart to subscribe for the PP at discount and then sell the shares back to sharehoders and pocket the profit.

So many rounds of PP but no new substantial shareholder (5% holding).

Repost from Yinson forum:
Mike-tikus not just a noob but also a liar, a slanderer and a loser.

Repost:
I had say what I needed to say about Yinson and Jaks

If only someone don’t open his mouth no one will know he is a noob. Unfortunately he work so hard to proof to everyone he is indeed a noob.😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂