Anybody knows when is the AGM for VSTecs ? Wonder so good share, someone is pushing it down to another low price ? Next Limit up possible upon signing with Nvidia ?

No reason for price to drop so much, except for Inv Banks not wishing to pay lots for price difference of Call Warrants CR, expiry date Today !! They have to pay 1.21 - 80 cents or 41 cents for every call warrant CR. JTiasa is almost Debt Free, Palms at Peak Production, Large Acreages, Low Production Cost, estd 2k/ ton , vs CPO of 3.800 selling price. Huge profit margin. !!! Though FFB production is low for Q!/24, Revenue will only be slightly less. I would think this time is the lowest price for JTiasa, and after this it should go up, as Eps/ yr, can touch 25 cents. Taking a conservative PE of 7x, Fair Value should be above RM 1.60

SsLee just disregard those who oppose you like Calvin Tan. Though I made losses in HYRC, I dont blame anyone. As you mentioned Insas has lots of good assets , very very undervalued, but share price difficult to move !! Coming quarter results will be good right, with disposal of some shares ?

Gone up 6 cents from RM 1. More to come. Quarter result out on 28/6, possibly conservative estimate of 7 cents / share. Hope price can go above Rm 1.50 !!

Today write up on Klse Screener, by HLIB. TP of RM 3.20 Half year already earned around 20 cts/ share. New production coming in from Bunga Aster -1, Production will touch 28k, barrels per day by 2025. If we assume Eps for Year at 40 cents, by right it can touch RM 4. Results of Q3 will be out on 24 or 25/ May. It has a net cash of RM 486 mil, and can generate an Earnings Before Interest, Tax, and Depreciation , ebitda of RM 1.3 bil in FY 23.

Patiently waiting for end June, results out. Q1/25, tentative eps of 50cents from land sales profit, on 280 mil shares. Will this case a re rating of Crescendo s price ? Price above RM4 ?

SSlee, JTiasa has a very low PE at present. With Free Cash Flow and almost Debt Free, why is the price going down ? Can it be due to INvestment Bank suppressing call warrants.? You are saying Yinson is good, but with high debts. Even TSH will be Debt Free soon, but price like JTiasa on the way down. Can I have your view on VSTecs and HDD supplier JCY, Dufu, Notion ? Thank You.

Joined in . Redtone also jumped. Saw the Volume very high and price sway from 3.51 to 3.58. Tomorrow another Limit Up.? Bursa will issue UMA ?

limit up as no sellers ? Natsuko, what is immediate Target Price ? Has Redtone any bearing related to news or Starlink ?TQ

For Almost 2 years , prices has been supressed with Neutral Ratings by most INv Banks. Yet TSH fundamentals strong due to low cost of production and High CPO price though production may be lower compared to last quarter. Good time to collect before it goes up due to good dividend due by July, from land sales and a boost from IKN increase in land value.

Drop to RM 1. Good to collect below Rm 1.

Investment Bank pushing to lower price in order not to pay more for Call Warrants CT. Before 13/04 can get cheap JTiasa as price is pushed lower. After this price will go higher as no more big seller. Mind boggling, such good Earnings, yet price is near low price.
Most land at peak yield as plants at optimum age, low cost of production and high CPO price of RM 3900. Conservative EPs will be around 25 cts/ share. AT 1.25, PE is a Crazy 5 X !!!!

For call warrants C 38 buyers, has anyone received the Cash Settlement ? Expiry was on First week of April. Forgot issuer, otherwise could have enquired what happen. Delay because of Hari Raya ? Anyway, since YTlP on uptrend, safe to try a bit of Call Warrants, C 36, C 41.

Just to enquire - Anyone received from Investment Bank, after Expiry of YTLP, C 38, as it expires early April. Normally Call Warrants are Cash Settled after Expiry. Do the Inv Banks still send statements of their calculations on the Amount for settlement ? Up till now have not received cash settlement. !!!

Recent Insider buying shows that there is tremendous potential even though ESOS still given at low price. Their Kulai land value has already gone up a lot for sure.!!

Thanks Goldberg for correcting me. Wow, if only 280 million shares, sure easy to Fry up when there is good Catalyst !! Well aware of their land at Desa Cemerlang, and NCIP, has got tremendous potential. Many not aware of Crescendo as property developer as compared to Mah Sing, Matrix, SP Setia, UemS, etc. Coming Quarter result will sure surprise everyone !!

Ex Div of 70 + 40 cents this Friday, 26/4. Since Utd Plt has very good management, plus High CPO price and low cost of Production, after Ex, possibility price will climb up again to cum dividend price. Results of Q1, which will be very good, will be out soon

After Ex Div of 18 cents, most likely will climb up again due to profit from land sales. From land sales, Eps may touch RM 1/ share, from Number of Share Holders of only 480 million !!

PE of 20X is high compared to JTiasa. TSH has more acreages in East Kalimantan and much nearer to IKN Nusantara, the new Indon capital than MKHOP. In terms of Div payout, Utd Plt is higher, but JTiasa will be giving more dividends as borrowings go down. TSH will be getting RM100+ million from remainder of Bulugan sales before July 2024, thus giving good Dividends as it is virtually Debt Free after this. TSH will profit lots as land near Kutai and Bongan, which is nearer to IKN, has appreciated by leap and bounds to over RM 100k / acre from cost of thousands/ acre. Re Rating of CPO shares is imminent as another IPO of Johore coming soon. Of all the Plantation shares, Best to buy is TSH as it has not really gone up for a long period, as compared to BPlant, JTiasa and TH Plant and insiders have bought lots at much higher price.

Crescendo, the next YtlPower ? Land sales makes good profit, like TSH. Bulugan sales Cresndo 500 mil , plus another 100 over million will make shares jump. !! Anyway, like OTB says, third wave of EW theory for YtlP is very powerful. Can overcome ATH of 4.24.

Will turn around under good management. Pare off debts by selling cheap land. Bumper profits ahead as cost of production low. Same owner as JTiasa, so can catch up to J Tiasa level in a few years Insiders buying as show of confidence.

Thanks Mr Ooi. Yes, YtlP slow and steady crossed 3.83, then 3.95, will go above 4.07 these few days, and finally above All Time High of 4.24. Still PE low and room for more as Utilities PE is normally above 15X, eps of 40 cents, target of RM 6 ? Possible with strong Third Wave Uptrend.

Why share price goes down. Any reason ?

Will go up till ATH as predicted by OTB. Cup and handle.

No of shareholders is 780 million. Company sure will pay some to creditors. Board of Diretors not sure to appeal against decision if it spent more than 230 mil to develop the SKIN system. Anyway, sure to give some dividends to long suffering shareholders also !!!

Compensation of 231 mil and 5% interest from 2019 backdated. How much does Awantec owes Creditors. To be fair, pay some to Creditors and give some Dividends to shareholders !! Assuming 20%, 5 % for 4 years till 2024, of 230 mil, is 46 mil. Total is RM 277mil. Share should move as people waited 4 yrs + for compensation.

Good news ? Huat ah !!

Regretted selling when price down before Q4 results out as it was very late in announcing. Buying again as CPO physical as well as Futures price is around RM4000 !! Will be making tons of money from peak production of Trees. Worth a try, no risk no gain. OTB likes All Time High shares, and the price now highest for quite some time. !! Low PE for CPO shares !!

Management has changed for the better as can be seen form having profit for Q4. Large land acreage of around 190,000 acres. CPO price will be around RM 4000 for the time being with low Fertilizer price. At estd eps of 5 cents for year, PE of around 5X.

Bought at 1.78, thinking it is already low. But, low became lower !! Cut loss, why. The down candlestick came down with higher volume, and not stopping volume. Only average down when black or white hammer candlestick with long tail appears and confirmed with higher price.

what is the Eps ? Not stated at klse screener, nor at i3 investor. Div yield is 1.10 +40 is RM 1.50/21. is 7 %

Results OK. Giving Dividend of 2.5 cents. With higher CPO price, receipt of 270 million coming, and launching of IKN Nusantara, as TSH land situated near it .should be bullish.

Good result. However difference between Profit before tax, and Net Profit, almost 50 %. Why is that ? Normally tax at 25%.

Target Price = RM 4.80?

With Sing dollar at 3.55 and Power Seraya, total EPS is 6.4+14+10.5+10 is around 40 cents/ share. If PE is 12x, then Fair Price can be RM 4.80. Results probably on Friday-23/2/24.

Estd EPS is RM1.82 for 4 quarters. With PE of 14 X, Estd price is RM 25. HOpefully will give good Dividends also as Fert cost low, and CPO price above RM 3800/ ton. Results may be out on 22 nd February 2024, Thursday. Ong Lai !!!!

Low Cost of Production and High CPO price of above RM 3800 and coming El Nino will cause CPO price to go higher. Thus at estd EPS of 25 cents/ yr, 10 x PE, Fair Price is RM 2.50. It will also give good div as debts has been pared down. UP UP and Away !!

TSH still has lots of room to move up. In June 2022, price was above 1.60. Hope it will catch up with J Tiasa and Th Plant and Utd Plt. HS Plt also not really move.

JTiasa has moved, Utd Plantation has touched RM 20. Even Innovest has moved up from 1.30.
TH Plantation has moved up also. Only Plantation shares with very good prospects, with little or no borrowings, but yet not recognised by market is TSH.

Plus points of TSH. Minimal Debts. Gonna get 273 mil before July. Fertilizer cost down, but CPO price up, touching over RM 3800. Production cost only around RM 2200. Stagnant price for nearly 2 years. June 2022, price around RM 1.67. Gonna give good Dividends. Undervalued due to low prices of land held in IKN. Technically bullish now.

Broke 20 rgt barrier. Sure got good news about excellent profit since Fertilizer cost down, and high CPO price. When do they announce their result, or it is released same time with Annual Report ?

Adding more JTiasa and its warrant as it is undervalued. Large Acreage as Calvins write up, and in its prime production year.

Utd Plt slowly moving up as CPO price going up. Normally UPlt results very early. TP of overRM 20 easily achieved. Very efficient and Excellent Management, using rail to transport to mill just after Harvesting, ensuring low FFA, and HIgh OER.

After Utd Plt announce bumper profit, J Tiasa may catch up. CNY is wood Dragon. JTiasa has a large Forest Concession. As Calvin said, when CPO price low, RHB gave TP of RM 2.56, now with Cost of Production at RM 2400, and CPO around 3800, eps will be higher than last Quarter. Dont forget, all its large 100k over acres, are Prime growing trees, i.e. yielding maximum production per acre. May go up slowly to touch RM 1.48.

Price down due to EPF disposal ?

When will Utd Plt announce its year end result ? At i3, year end result not stated !! Hope results will be good.

High volume shows there is hidden hands behind. Went up, then down. Any bullish news?

Naim owns 25 % of Dayang, so Naim have not moved yet, a better buy ?

Matter of time before Naim goes up as Dayang already up.

Water is essential utility and Govt try minimise Non Revenue Water. One way is to replace old water pipe, where EngTex comes in.