Good results with EPS 5.4 cents for the last quarter. They just announced 4 cents dividend.

What is the unbilled sales for Ivory?

OK. I will do some homework. What do you think Ivory is attractive to you?

Exactly, buddy. Both of us likes plantation counters. I believe you have done a lot of research on it. It takes plenty of time but worth for the effort. It's harvesting time for us. Cheers.

I want my nickname to remind me the nature of the market cycle. Up and down is a norm. I don't want myself to be too optimistic during bull run.

Dividend is secondary issue. Asiapac is considered as turnaround company. I would not expect any dividend at this time.

Tommylim. More to come. The future of Asiapac is foreseeable. I believe that Asiapac would be the target of its peers due to loose shareholding structure. Thanks.

Asiapac will enjoy fruitful results from unbilled sales in the next few quarters. Imago would offer a stable income stream nicely before ending of unbilled sales. All these needed to be well plan and execution. Asiapac is on the right track achieving it.

Agreed. It is almost like a treasure hunting game. That's what I most enjoy in investing. Money plus satisfaction.

Asiapac is able to sustain its operation for at least 18 months even though no sales generated in an extreme scenario. More important is Asiapac enjoys a reasonable profit margin. Its profit is almost guaranteed in the coming few quarters.

Not bad. I am expecting higher in next quarter.

Good results. It's going to be more in year 2014. FFB production would grow at least 50%.

Good news. unbilled sales worth 508 million. I am waiting it to fly higher and higher.

Asiapac net profit 8.1 million or EPS 0.83 cents.

KSL management doesn't like to entertain fund managers. They prefer quietly to do there job. How to gain more publicity from the free promotion? It's not really benefited to the share price.

KSL kanasai. reported loss 2.73 cents

INNO has no more land to plant oil palm anymore. It's the harvesting period down the road for fully planted 13,000 hectare land.

I also agreed with uncle Koon too because i make some profit from Jtiasa. It is just the figures not agree with his statement. wakaaaaa

Your statement:

"
As I said historical record cannot lie. That includes you own track record in making money from the stock market. If you have not been very successful, you must change your attitude or mindset, especially the above commentators who seem to know a lot about Jaya Tiasa.

While you are still finding excuses not to buy JT, it has already gone up from Rm 2.04 from beginning of 2014 to close at Rm 2.54 today, an increase of 50 sens equivalent to about 25%. "

Do you meant I have to change my attitude or mindset to follow your projection blindly?

Your statement :

" Since the average age of the palms is only about 6 years and palm will produce the maximum fruits at the age of 11 years, I can foresee the FFB production will increase by about 30% per year compound for the next 5 years. "

How to justify the growth?

Assume Jtiasa completing its planting this year. The total planted area is 70,900 hectare.

FFB production compound growth for 5 years:
Year 2013 - 664,000 Mt
Year 2014 - 863,000 ( 664,000 x 1.3 )
Year 2015 - 1,122,000 ( 664,000 x 1.3 x 1.3 )
Year 2016 - 1,458,000 ( 664,000 x 1.3 x 1.3 x 1.3 )
Year 2017 - 1,895,000 ( 664,000 x 1.3 x 1.3 x 1.3 x 1.3 )
Year 2018 - 2,463,000 ( 664,000 x 1.3 x 1.3 x 1.3 x 1.3 x 1.3)

Is it mean that after 5 years, Jtiasa would achieve FFB production 2,463,000 per year? If we take a maximum scenario, Jtiasa is only able to produce FFB 1,772,500Mt ( 70,900 hectare x 25Mt ).

Is it your projection realistic?

Nobody would believe you as you have promoted INNO until here.

Be positive. The results of Jtiasa is very encouraging. Don't forget the magic of El Nino. We must judge from the share price. If the price up means good. The rest is history.

Icon8888. I suppose your name in the INNO top 30 shareholder list.

Jtiasa profit RM 29 million:

Positive comments:

This is the best financial results I have ever seen over the past 6 quarters. EPS 2.05 or up by 0.08 cents comparing to 1.97 cents for immediate preceding quarter. Palm Oil segment has contributed profit 13 million or growth by 30%. Its future prospect is fantastic because its FFB production would grow by 30% CAGR for the next 5 years ( according to uncle, historical data can't lie ).

Opposite of positive comments:
I can't believe it. How come Jtiasa plantation segment contributed profit 13 million with 270,000MT of FFB production in last quarter? You know, TAAN achieved profit 23 million from its plantation unit with FFB production of 188,000MT. Is it Jtiasa peat land require more fertilizer for the mature area? Higher transportation or low CPO yield due to lack of proper infrastructure?

Uncle is very powerful one. He can dictate the share price up or down. The best is we follow without a question. Must fully believe in him then you can make a lot of money. All our analysis of the company is crap.

I got few lots only at cheaper price. As you know, the price of share is mostly depend on demand created by big players in the market. He can stir up the prices to certain extend.

If all come in time ( Good results, dividend & bonus issue ) then we can expect limit up.

Icon8888. I tried to find out something new by thinking from the both sides. Be positive by sweeping dust under carpet or be opposite of positive . Wakaaaa

Again. I prefer to compare with TAAN. TAAN achieved EPS 8.25 cents with the share price higher than Jtiasa by 64%. In average, EPS of TAAN is much higher than Jtiasa. Why Jtiasa has been under performed in its plantation segment? It's most likely due to inefficiency in its operations. 30% CAG is rather unrealistic for the next 5 years.

Don't look down on Jtiasa. According to Uncle, it would have another 30% CAG for the next 5 years.

Jtiasa posted a good results of 2.05 cents per share in the last quarter. You can’t find any great plantation company to perform so well. Don't forget its FFB production would grow 30% CAG. You guys can imagine how well it would perform in near future.

It's not worthwhile to find more excuses if you want to be super investor. If you want find, there more than 100 excuses out there. What important is its share price up. The rest is history.

Something you may not know good tips recently. I heard that uncle has invested 100 million in Jtiasa. Some more, he may have another 100 million to back up so Jtiasa is guaranteed up up.

Your info is merely for passing time. It can't do anything with the movements of Jtiasa share price. You must know the information come out from whose mouth and who has more influential power to charge up the share price.

How can you compare that business tycoon with Jtiasa. That tycoon is a typical failure. You know Jtiasa historical data cannot lie. You must have solid proven records. The FFB production has been growing more than 30% for the past few years. The peat land of Jtiasa is guaranteed for the high yield.

Don't waste your time to do the calculation. You can't prove you are right because you are not able to drive the share price up. Uncle's Koon 30% compound growth is confirmed corrected because we must judge from the share price up or down to prove your power.

Oh no. You don't need a good forecast for next few years. It's not so important. What most important is Uncle Koon supported behind. The rest is pretty issues.

Nothing wrong in this stock. It could be something wrong with our valuation.

Plantation is only a small operation to WTK at this time with FFB production 17.5k in year 2013.

(Reuters) - The El Nino weather pattern that can trigger drought in some parts of the world while causing flooding in others is increasingly likely to return this year, hitting production of key foods such as rice, wheat and sugar.

El Nino - the Spanish word for boy - is a warming of sea-surface temperatures in the Pacific that occurs every four to 12 years. The worst on record in the late 1990s killed more than 2,000 people and caused billions of dollars in damage.

A strong El Nino can wither crops in Australia, Southeast Asia, India and Africa when other parts of the globe such as the U.S. Midwest and Brazil are drenched in rains.

While scientists are still debating the intensity of a potential El Nino, Australia's Bureau of Meteorology and the U.S. Climate Prediction Center have warned of increased chances one will strike this year.

Last month, the United Nations' World Meteorological Organization said there was an "enhanced possibility" of a weak El Nino by the middle of 2014.

"The world is bracing for El Nino, which if confirmed, could wreak havoc on supply and cause prices of some commodities to shoot up," said Vanessa Tan, investment analyst at Phillip Futures in Singapore.

Any disruption to supply would come as many crops have already been hit by adverse weather, with the northern hemisphere in the grip of a savage winter.

The specter of El Nino has driven global cocoa prices to 2-1/2 year peaks this month on fears that dry weather in the key growing regions of Africa and Asia would stoke a global deficit. Other agricultural commodities could follow that lead higher if El Nino conditions are confirmed.

BAD BOY

"Production estimates for several crops which are already under stress will have to be revised downwards," said Phillip Futures' Tan.

"Wheat in Australia may be affected by El Nino and also sugar in India."

In India, the world's No.2 producer of sugar, rice and wheat, a strong El Nino could reduce the monsoon rains that are key to its agriculture, curbing production.

"If a strong El Nino occurs during the second half of the monsoon season, then it could adversely impact the production size of summer crops," said Sudhir Panwar, president of farmers' lobby group Kishan Jagriti Manch.

El Nino in 2009 turned India's monsoon patchy, leading to the worst drought in nearly four decades and helping push global sugar prices to their highest in nearly 30 years.

Elsewhere in Asia, which grows more than 90 percent of the world's rice and is its main producer of coffee and corn, a drought-inducing El Nino could hit crops in Thailand, Indonesia, Vietnam, the Philippines and China.

And it could deal another blow to wheat production in Australia, the world's second-largest exporter of the grain, which has already been grappling with drought in the last few months.

El Nino could also crimp supply of minerals such as gold, nickel, tin, copper and coal if mines flood or logistics are disrupted.

In North America, crops in the U.S. Pacific Northwest could suffer as El Nino tends to cause rain to the area, with the major white wheat region already abnormally dry.

But El Nino doesn't spell bad news for all farmers. It could bring rain to drought-hit California's dairy farms and vineyards.

"El Nino has a bad connotation, undeservedly so in the U.S.," said Harry Hillaker, state climatologist in Iowa.

"Given the water supply issues they are having in California, more rain would be helpful."

And in Central America, while dryness associated with El Nino would curb coffee production, it would also help drive back the leaf rust that has blighted crops in the region.

Finally, KSL is back to resume bull run before the announcement. Go Go Go!

Nothing is guarantee. This is the risk in investing worthwhile to take at least to me.

Equity investment is an art. Uncle Khoon has mastered it

" Equity investment is an art as well as a science. The selection of an underlying is an art and selecting the right strategy to participate is a science. Clients often ask us: 'How do I participate in equities? Markets are near all-time high. Should I invest now or wait for the markets to correct? There is a lot of uncertainty in the markets', etc.

My reply to them is that equity markets are always going to be uncertain, that there will always be volatility. But that is why equities give higher returns than other asset classes. Play smartly and take the benefit of volatility. "

Again, theoretically, I believe INNO is the most undervalue stock in plantation sector. Wakaaaa

Icon8888. Stock market has been always behaving irrationally and full of emotions. Sometimes, we can't make a lot money if we know or foresee the factual too early. That's why some stocks are overvalue whereas some undervalue. People goreng this and that to make money.

Be patient. 4 more days to go. The different between 20 & 22 cents is only 10%. If the quarterly results is fantastic then we would strike a jackpot. If not then back to normal lor. What really support my claim is its unbilled sales worth 573 million.

It's the truth. I'm not lying or abuse anything. I am just imagined myself thinking from another perspective.

You must be kidding. You want me to teach you when you need to abandon ship? I feed you with spoon and now you ask me when you can to swallow the food in your stomach. You are not toddler. Just do it yourself man.

I told you already. I did not ask you to buy nor wanted your support. I got plenty of money. I just wanted to remind you the growth of FFB production for the past few years. Why you guys think negatively? It's mentality making a difference man.

You are a small fly. You would never understand what's in a super investor mind. Making money is just as simple as eating peanut to me. You don't know the real secret of investing. You see my solid track records.