investorhack

investorhack | Joined since 2015-12-01

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Stock

2022-03-03 11:25 | Report Abuse

the quarter result looks good. But any new customer announced?

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2022-03-02 11:50 | Report Abuse

why is there so many noise asking people to buy sell?

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2022-02-25 08:44 | Report Abuse

@calvintaneng will you sell out if hit rm2.5 before next qtr release?

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2022-02-24 17:04 | Report Abuse

At current price, Can CPO producer buy PUT to lock in future profit? is there such thing?

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2022-02-24 14:47 | Report Abuse

Ukrain war, where would the elite and rich flee to if not US? UK perhaps?

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2022-02-24 14:02 | Report Abuse

damn, ukraine are being invaded,and oil price sky rocket.

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2022-02-22 20:14 | Report Abuse

Thanks for sharing, im not aware Bplant holds vast landbank, I just comment base on numbers.

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2022-02-22 13:09 | Report Abuse

Bplant latest qtr FCF is 140+mm, on the back of 2.3b market cap
Jtiasa latest qtr FCF is 100+mm, on the back of 0.8b market cap (with timber division consider sleeping)

I'll go for Jtiasa if target to add more.

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2022-02-22 12:59 | Report Abuse

glad to see free cash flow 150mm in 2 quarters
@calvintaneng when do you foresee Sarawak logging restriction will be lifted?

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2022-02-22 12:28 | Report Abuse

@johnzhang if you want cash in pocket, just unload some share when price up, its the same with paying dividend

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2022-02-21 10:48 | Report Abuse

@CCWong can share the excel via cloud? :D

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2022-01-31 09:27 | Report Abuse

Happy New Year to Jtiasa investor ... >D

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2022-01-06 11:40 | Report Abuse

@calvintaneng I'm surprise to hear they lock in for such long period, I thought commodity by max will lock for only 1-2 months.

Btw, can you kindly pm me Jayatiasa IR , I wrote to them few times and dont think they read email at all...

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2022-01-05 15:05 | Report Abuse

@calvintaneng where can see the info of forward lock in sale?

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2022-01-05 11:13 | Report Abuse

@everest when it hit 3800, we think its all time high, then it climbs further to 4300, also all time high, then 5000. I think whether its all time high or not is not important, what justify is the valuation, which takes into consideration of company financials and overall market condition.

If you are short term trading it, looking at the technical could be accurate, but so far the promoter is having a long term view analysis which requires patience. if you build a house recently for rm1million, will you sell it for 500k just becoz your neighbour do so which he built his for 300k 20 years ago.

If all time high is a problem, its unlikely you hold on to Amazon, Google, Facebook, Apple, Tesla.

Personal view: Jtiasa though sitting on a giant treasure, main issue is with the management (recent AGM is disastrous). its like Malaysia, have good resources, but lousy government.

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2022-01-03 21:03 | Report Abuse

flood in Pahang,Johor, Sabah, all 3 are major palm oil plantation states. Consider Good news for Oil Palm player in Sarawak?

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2021-12-29 15:43 | Report Abuse

@calvintaneng what's the good news?

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2021-12-29 15:40 | Report Abuse

Anyone know is there flood in Sarawak affecting Jtiasa estate? Brazil is suffering serious flood in the north east region, might affect Soy export.

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2021-12-28 13:25 | Report Abuse

@warchest thanks for the info, sigh... such a huge sum written off

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2021-12-28 13:22 | Report Abuse

yc88, becoz you make too much noise without anything constructive view. but its okay, keep doing it to kill your time.

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2021-12-28 13:22 | Report Abuse

Sabah has lifted timber export ban starting 3 Jan with limited quota, look at focus lumber.
Let's wait and see Sarawak will follow.

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2021-12-17 10:13 | Report Abuse

johnt299, the EG project issues has been raised in AGM two years ago, are you refering old reviews or latest review?

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2021-12-17 10:11 | Report Abuse

what's this > Write-off of £4.6m (approx. RM26.2 million) planning costs incurred mainly due to a decision to not proceed with the acquisition of the Gurnell project under the EcoWorld London portfolio;

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2021-12-15 15:44 | Report Abuse

yc88 why are you still monitoring Jayatiasa? since even CPO price goes up, the share price comes down. better sell and close eyes on it.

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2021-12-13 09:18 | Report Abuse

@insiderShark I have normalised the cash flow, not against the previous quarter. if optimistic, it can reach 200mm, but that's all time high.

1.6 seems good if benchmark against historical and market force(which is unpredictable), but I rather benchmark against cash flow for more safetyness.

SKP has expand their factory cap before MCO, does their 60% capacity includes their new factory?

It would be more clear if we know how many assembly line they have, run rate etc.

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2021-12-12 18:16 | Report Abuse

just be patience and wait for market to reflect EWINT true value.

they just announce getting approval for another 1600 units. estimated begin building 2023, complete 2025. :)

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2021-12-12 18:08 | Report Abuse

Current marketcap is 2.4b.
estimate normalize free cash flow around 150mm, thats still more than 15X.
In view China consumer spending contraction. Looking forward for it to drop to around 1.5b market cap for more buffer before enter.

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2021-12-02 16:42 | Report Abuse

keyman, do you collect anything at 1.33 ah? 30% upside in one afternoon session woh

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2021-11-30 09:41 | Report Abuse

today volume in 30 minutes is >400mm shares, way more than the combines volumes of past 10 days.... so interesting. can someone analyse whats going on?

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2021-11-30 09:32 | Report Abuse

anyone counted the volume traded for past 14 days against the number of holding by institution investor?

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2021-11-30 09:12 | Report Abuse

ataims current asset-liability is around 337mm, per share is around 0.28 per share.
operating expenses is 50mm
Rough estimate: assume coming two qtr until dyson contracts ends will cost them 100mm, left with 2/3, hence its 0.18 per share.

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2021-11-30 07:28 | Report Abuse

5. when life is difficult, sweet products will be in demand. chocolate + ice cream are among it > palm oil usage.

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2021-11-30 07:25 | Report Abuse

When food price rise,

1. more wheat rice product will be consumed over vege/meats as its more stomach filling. And one of the most economical way to add taste to such is deep fried > Palm oil usage

2. More will substitute butter with magerine > Palm oil usage

3. More dairies will be consumed as they are high in calory and value for taste due to scale of manufacturing > Palm oil usage

4. Mass will need to work harder, and have less time for meal preparation or a proper meal, hence resort to take away. Deep fried Stir fried is a large category in takeaway, besides taste its also easier to consumed compare to soup based. > Palm oil usage

Is the spike in edible oil price since pandemic due to supply issue? or change of lifestyle?
should be a mix, supply issue at the beginning, and follow by change of lifestyle and spike in cost of supple chain (especially transportation) .

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2021-11-29 09:28 | Report Abuse

ESG only applies to US and EU, india china dont give a shit on ESG. lol

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2021-11-29 09:21 | Report Abuse

partially match at 0.585.......

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2021-11-29 09:11 | Report Abuse

how come cant queue lower today? is there a monthly gap down limit?

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2021-11-26 11:02 | Report Abuse

broad panic selling is on the way, whats the rush catching now? wait till Jtiasa drops below 60 sen lah

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2021-11-26 09:23 | Report Abuse

wait for market to speculate the spillover and sell out on skpres VS, then can buy at bargain price.

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2021-11-25 21:52 | Report Abuse

its okay, stay low, can sapu more.

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2021-11-25 14:45 | Report Abuse

revenue steadily climbing for 2 consecutive qtrs.
positive free cash flow for 2 consecutive qtrs around 70mm per qtr (after paying borrowing interest)
net debt decrease from 1b in Q1 to 853mm in Q3.
Metrod is a capital intensive business, their net debt is on par with working capital required, which points to management is pretty good in capital management.

if Metrod could keep churning out FCF of 200mm a year from now on, within 4 years they would be able to pay off their debt(althour unlikely as better to borrow and grow) and operates the largest mill of the region.

total shares issued is mere 120mm, FCF200mm means that's RM1.60 FCF per share, way more than their current share price...

If the FCF could sustain, METROD will worth ~RM10 based on 6X FCF.

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2021-11-25 12:30 | Report Abuse

SKP and VS has invested a lot in automation, and have long relationship with Dyson, both margin are actually improving.

ATAIMS gross margin is only 6%, while SKP VS enjoys 10%. and ATAIMS cash flow is not as good/consistent as the other two as well

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2021-11-25 11:43 | Report Abuse

wait till it drops back down to 1.80, buy back again...LOL

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2021-11-25 11:37 | Report Abuse

Wow, how shocking, with such thin volume! and i key in for fun at 2.33 all matched

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2021-11-25 11:10 | Report Abuse

ata loses about 2b market cap , from 2.40+ to 0.82, if skpres add 1b market cap, share price should be 2.30-2.40. would that happen?

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2021-11-25 11:03 | Report Abuse

ata ims loses dyson contract, if split by skp and VS, fat tat loh

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2021-11-25 09:50 | Report Abuse

anyone attending agm? Calvintaneng?

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2021-11-25 09:50 | Report Abuse

Though revenue is down q2q.
But if dig down to look at the cash flow, That's a different picture

Free Cash Flow from 20Q2 > 21Q4
23,133 4,792 35,020 47,125
*FY20 q3/q4 incurred futures loses

With short of labor and record low harvest, they generate 47mm free cash flow.
finance cost of 8mm, net would be 39mm
if maintained for 4 qtrs, thats 160mm free cash flow (on the back of mere 656mm debt)

Let's see if production ramp up in coming months with labour inflow.