Posted by calvintaneng > 2023-09-05 22:27 | Report Abuse

From here we see Bplant FFB increased by 11.2%, Thplant by 32.4% and Jtiasa is champion overall at 47%

And August & Sept 2023 FFB months are expected to be at fruitful season again


Happy Investing & Best Regards

Calvin Tan

Posted by Patient Investor > 2023-09-07 20:43 | Report Abuse

Cal, have you compare their annual harvest? maybe different company harvest according different timing due to location difference,

Posted by calvintaneng > 2023-09-08 07:59 | Report Abuse

Ffb production follows a yearly cycle

Usually 2nd half of year when there is monsoon rain towards year end it will see more abundant harvest and in the early months of another new year there will be less fruit. As such all will rise or fall in tandem but overall yearly production should be still good as palm oil only need 1/7 of land space to grow compared to soybean and corn

Posted by Patient Investor > 2023-09-08 08:39 | Report Abuse

Can you share the comparison of tree age between the 3 companies, and how replanting is manage? Would it be upon reaching prime the company will generate very low cash flow for at least few years?

Posted by Patient Investor > 2023-09-08 08:42 | Report Abuse

These two years, the rainfall seems to be happening through out the year. (true for KL, not quite sure for Sarawak)

Posted by calvintaneng > 2023-09-09 00:19 | Report Abuse

Patient Investor

Can you share the comparison of tree age between the 3 companies, and how replanting is manage? Would it be upon reaching prime the company will generate very low cash flow for at least few years?


1) THPLANT

Due to obstruction by natives on native lands some are not planted. But these are now being slowly planted. However, in Sarawak Pan Borneo highway now passing by Serian and Tatau near Bintulu making these lands more valuable as developments than agriculture

2. Bplant

Bplant got lots of older maturing trees
Now KLK is invited to do replanting and improve production

3) JTIASA

The best of the three as its Trees are now at MOST FRUITFUL HEALTHY GROWTH STAGE

With 110,000 Tonnes per month it is chasing up SOP like a jumping tiger

That is why people are bullishly chasing up JTIASA

However, after BPLANT the next to see Privatisation could be THPLANT

SO STAY DIVERSIFIED IN INVESTMENTS BEST

Posted by Patient Investor > 2023-09-22 09:07 | Report Abuse

@calvintaneng What cause Jayatiasa's Land value per HA or per planted Ha significant lower than TH, SOP, TSH?

Is it due to Jayatiasa didnt revalue the land? location of land or other reasons?