Posted by stockraider > 2020-11-15 23:25 | Report Abuse

SSlee,

Since u R the expert in the palmoil industry can u give me a few pointers on investing in palm oil share leh ??

Posted by rogers123 > 2020-11-15 23:30 | Report Abuse

Omg!!! Sslee... U r the expert in palm oil industry... Can i learn something from u.

Posted by Sslee > 2020-11-16 07:32 | Report Abuse

Dear stockraider,
If you want to know the production cost per MT of CPO the answer is about USD 406-480 in Malaysia and USD 400-450 in Indonesia.

Posted by Sslee > 2020-11-16 07:32 | Report Abuse

Good morning rogers123,
You can read the below 2 articles on palm oil and palm tree.

https://klse.i3investor.com/blogs/Sslee_blog/2019-02-03-story-h1457009287-Love_our_palm_oil_Part_II_Oil_palm_tree.jsp

https://klse.i3investor.com/blogs/Sslee_blog/2019-02-02-story-h1457009258-Love_our_Palm_Oil_Part_I_Palm_Oil.jsp

Posted by Sslee > 2020-11-16 07:48 | Report Abuse

http://bousteadplantations.listedcompany.com/review.html
The cost of our estate operations was RM294 per MT compared with RM327 per MT of FFB in 2018. Milling costs on the other hand saw a slight increase to RM86 per MT of FFB. Cost of CPO production was lower at RM1,535 per MT, from RM1,664 per MT last year.

Posted by stockraider > 2020-11-16 08:37 | Report Abuse

Dear Sslee,

What the difference cost profit structure from just selling FFB compare with selling CPO, in other words having a mills the chances of enhancing profit by how many % of the potential profits of palm plantation ?

What minimum of FFB production, b4 u can say having a mill is economical ?

Posted by stockraider > 2020-11-16 09:11 | Report Abuse

Insas engine start mah...!!

Vroom....vroom...vroom mah..!!

Posted by Sslee > 2020-11-16 09:32 | Report Abuse

Dear stockraider,
A typical palm oil mill 50-100MT FFB/hr
Or 24x330 x (50-100) =396,000-792,000 MT FFB/year.

Plantation FFB yield average is about 22 MT FFB per hectare per year.
So 396,000-792,000 MT FFB per year will required plantation size of 18,000- 36,000 hectare.

As of FFB price you can refer to MPOB Daily FFB reference price summary.

Posted by rogers123 > 2020-11-16 09:33 | Report Abuse

Sslee: u in palm oil industry?

Posted by Sslee > 2020-11-16 09:36 | Report Abuse

Rogers123,
I am in downstream of palm oil industry. Oleochemical.

Posted by Sslee > 2020-11-16 10:50 | Report Abuse

Haha,
Coming 1 iNSAS can buy 2 JAKS

Posted by Sslee > 2020-11-16 10:55 | Report Abuse

Haha,
Coming another 100 million of free LTIP JAKS shares awarded to ALP.

Posted by Sslee > 2020-11-16 10:59 | Report Abuse

Haha,
I am still a shareholder of JAKS and hopefully next time ALP will invite me to Vietnam together for wet wet song song with Ms. Viet.

Posted by casualplay888 > 2020-11-16 11:12 | Report Abuse

sslee sifu, are u still holding a lot of Jaks? As i thought you have sold all

Posted by Sslee > 2020-11-16 11:15 | Report Abuse

Just keep 1,000 units of JAKS to remain as shareholder

Posted by Sslee > 2020-11-16 11:19 | Report Abuse

Haha deMusangking, stockraider need to keep his eye on Next price all the time as he afraid if he keep his eye away from Netx, it will drop below his cut win 14.5 cents price.

Posted by stockraider > 2020-11-16 11:25 |

Post removed.Why?

Posted by stockraider > 2020-11-16 11:27 |

Post removed.Why?

Posted by Sslee > 2020-11-16 11:34 | Report Abuse

Haha rogers123,
You are my lucky star on Prestar:
72442016 01/11/2020 Brought Forward 50,000 0.4930

73414669 16/11/2020 Sell 5,000 0.5250
73422902 16/11/2020 Sell 10,000 0.5300
73428961 16/11/2020 Sell 10,000 0.5400
73429178 16/11/2020 Sell 10,000 0.5500
73433685 16/11/2020 Sell 10,000 0.5700

Posted by leno > 2020-11-16 11:46 | Report Abuse

KAKAKAKAKAK ... nice!

Posted by Sslee > 2020-11-16 14:47 | Report Abuse

Dear leno and stockraider,
Finally
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3105131

Reference is made to the Company’s announcements dated 9 July 2020, 14 September 2020, 29 September 2020 and 12 October 2020 in relation to the Proposals.
On behalf of the Board of Directors of Insas, M&A Securities Sdn Bhd (“M&A Securities”) is pleased to announce that Bursa Malaysia Securities Berhad (“Bursa Securities”) had, vide its letter dated 13 November 2020, resolved to approve the following:

i. Admission to the Official List and the listing and quotation of up to 132,604,152 redeemable preference shares (“Rights RPS”) to be issued pursuant to the Proposed Rights Issue with Warrants;
ii. Admission to the Official List and the listing and quotation of up to 331,510,380 new Warrants to be issued pursuant to the Proposed Rights Issue with Warrants;
iii. Listing and quotation of up to 331,510,380 new ordinary shares in Insas to be issued pursuant to the exercise of the new Warrants; and
iv. Listing and quotation for such number of new ordinary shares in Insas, representing up to 10% of the total number of issued shares in Insas (excluding treasury shares, if any), to be issued pursuant to the exercise of options under the Proposed ESOS.

Posted by rogers123 > 2020-11-16 15:02 | Report Abuse

Sslee Haha rogers123,
You are my lucky star on Prestar:
72442016 01/11/2020 Brought Forward 50,000 0.4930

73414669 16/11/2020 Sell 5,000 0.5250
73422902 16/11/2020 Sell 10,000 0.5300
73428961 16/11/2020 Sell 10,000 0.5400
73429178 16/11/2020 Sell 10,000 0.5500
73433685 16/11/2020 Sell 10,000 0.5700
16/11/2020 11:34 AM <--- Treat me dinner?

Posted by rogers123 > 2020-11-16 15:03 | Report Abuse

Sslee Dear leno and stockraider,
Finally
https://www.bursamalaysia.com/market_information/announcements/company... <-- No objection?

Posted by Sslee > 2020-11-16 15:05 | Report Abuse

Rogers123,
Sure no problems but need to wait until covid-19 is over. Now I am trapped in Medan.

Posted by Sslee > 2020-11-16 15:09 | Report Abuse

Haha deMusangking,
No worries leno will pump to RM 1.00.
INSAS CANTEEEEEEEEEEEEEEEEEEEK$$$$$$$$

Posted by leno > 2020-11-16 15:13 |

Post removed.Why?

Posted by rogers123 > 2020-11-16 15:20 | Report Abuse

Medan full of COVID

Posted by Sslee > 2020-11-16 15:24 | Report Abuse

Rogers123,
Yes Medan like KL high rate of COVID. So me only travel to office or Work from home. Cannot go anywhere wet wet and song song.

Posted by Sslee > 2020-11-16 15:25 | Report Abuse

Insas Q1 result next week. Will be record Q1 profit with 2 cents dividend.

Posted by Sslee > 2020-11-16 15:51 | Report Abuse

Haha DeMusangking wet wet song song no need pantee

Posted by stockraider > 2020-11-16 15:54 | Report Abuse

Like Leno Raider big supporter mah...!!

All thumbs up loh....!!

Posted by rogers123 > Nov 16, 2020 3:03 PM | Report Abuse

Sslee Dear leno and stockraider,
Finally
https://www.bursamalaysia.com/market_information/announcements/company... <-- No objection?

Posted by casualplay888 > 2020-11-16 16:49 | Report Abuse

Sslee sifu, thank you for all the replied. How do we know the insiders are selling their warrant shares, as the warrant info is not announce in the Bursa announcement

Posted by Sslee > 2020-11-16 17:05 | Report Abuse

Dear casualplay888,
Just go up to the top of page press Disclosure then press either:
Director
Shareholder
Company
To look into their transaction

Posted by Sslee > 2020-11-16 17:08 | Report Abuse

Haha rogers123,
I am flexible. If you can't beat them. join them.

Posted by casualplay888 > 2020-11-17 10:46 | Report Abuse

Sslee sifu, thank you for the replied and assistance provided. Can u pl advice the info is on the top page of which location? tq again

Dear casualplay888,
Just go up to the top of page press Disclosure then press either:
Director
Shareholder
Company
To look into their transaction

Posted by Sslee > 2020-11-17 11:49 | Report Abuse

https://klse.i3investor.com/servlets/stk/annchdr/3379.jsp

Posted by casualplay888 > 2020-11-17 13:07 | Report Abuse

Tqvm Sslee sifu

Posted by rogers123 > 2020-11-17 13:24 | Report Abuse

Sslee: U old liaw. No need to wet wet and song song. Bring me la! Young one to wet wet and song song, at least u also look young

Posted by rogers123 > 2020-11-17 13:25 | Report Abuse

stockraider Like Leno Raider big supporter mah...!!

All thumbs up loh....!!

Posted by rogers123 > Nov 16, 2020 3:03 PM | Report Abuse

Sslee Dear leno and stockraider,
Finally
https://www.bursamalaysia.com/market_information/announcements/company... <-- No objection?
16/11/2020 3:54 PM <--- I thought sslee objected last time

Posted by Sslee > 2020-11-17 13:42 | Report Abuse

Haha rogers123 in principle I still object but looking into insider disclosures, previously Dato Sri Thong able to sold his warrant B at RM 32-38 cents in 2017. I am now counting how much profit by selling my warrant C at 35 cents in year 2022.

Posted by Sslee > 2020-11-17 14:10 | Report Abuse

Rogers123,
You are welcome to invest in Insas. Q1 and Q2 profit should be very good.

Posted by Sslee > 2020-11-17 16:18 | Report Abuse

Q1 result will be very good because of profit abt 46 million from sell of Inari shares and Q2 one off profit from the sell of Sengenics.

Posted by rogers123 > 2020-11-17 16:57 | Report Abuse

deMusangking very good.????????????
u can have all!!!!
haha
17/11/2020 3:36 PM <--- hahaha

Posted by rogers123 > 2020-11-17 16:58 | Report Abuse

Sslee: When i travel to medan, u bring me to wet wet and song song ar

Posted by Sslee > 2020-11-17 16:59 | Report Abuse

haha deMusangking,
If I can have all and sold it for sum of its parts, I will be a billionaire.

Posted by Sslee > 2020-11-17 17:07 | Report Abuse

Haha rogers123,
No problem.

Posted by Sslee > 2020-11-17 20:55 | Report Abuse

Haha deMusangking,
At current price on paper only need 600+ million to have all the Insas shares. So do your calculation what is the sum of parts of Insas?

Posted by Sslee > 2020-11-18 08:55 | Report Abuse

Good morning deMusangking,
Just a curious question what if ALP refuse to give dividend and press down the shares price in order to give himself the 100 million free shares grant under LTIP to save on paying income tax. Will JAKS become a value trap?

Posted by rogers123 > 2020-11-18 10:34 | Report Abuse

Prestar prestar huat huat!

Posted by stockraider > 2020-11-18 11:14 | Report Abuse

Ltip is taxable as income mah...!!

If sohai Thong get too much LTIP, it may also trigger GO mah...!!

Posted by Sslee > Nov 18, 2020 8:55 AM | Report Abuse

Good morning deMusangking,
Just a curious question what if ALP refuse to give dividend and press down the shares price in order to give himself the 100 million free shares grant under LTIP to save on paying income tax. Will JAKS become a value trap?