Posted by OrionIXL > 2020-08-17 14:44 | Report Abuse

Roadblock clear.. 330 fly

Posted by Constant > 2020-08-17 15:10 | Report Abuse

Don’t dream ah, last year lumber also about same price, this stock went down further, internal injury stock, stay out

Posted by yesyesyes > 2020-08-17 15:15 | Report Abuse

wuchang on 4pm later .. lets see how later .. wink wink..

Posted by yesyesyes > 2020-08-17 15:33 | Report Abuse

gone case ..

Posted by vs > 2020-08-18 11:19 | Report Abuse

potential limit up counter

Posted by Akino Tok Tok > 2020-08-18 18:22 | Report Abuse

NAPS : RM2.05 . TP : RM0.80

Posted by clouud1234 > 2020-08-20 07:49 | Report Abuse

Lumber price almost 780.00 today

Posted by vs > 2020-08-20 08:14 | Report Abuse

Lumber price up more than gold and silver this year, still not much people notice yet.
sure will goreng, just when?

Posted by gohku > 2020-08-20 12:55 | Report Abuse

This is a good timber and palm oil play exposure, it is a matter of time.

The gloves stock did not takeoff immediately when covid19 hit the market, it take a few months before momentum build up and subsequently shoot up the sky.

Wtk is a good buy at 47 sen.

It own timber concession, timber plantation and processing timber and plywood mills. It is an intergrated timber business.
Meaning with the current surge of lumber prices to record high, this wtk will benefit.

In addition wtk own more than 10k hectares of palmoil plantations.
The better palmoil prices recently should translate to better performance for the group.

The beauty of Wtk is, it has net cash & pays 1 sen dividend and has an NTA above Rm 2.00.

Should start accumulation as lumber play will come anytime.

Posted by linheng > 2020-08-20 15:38 | Report Abuse

The current high freight charges will negate any positive lumber price

Posted by gohku > 2020-08-20 16:46 | Report Abuse

Freight cost normally is a small component of overall cost.

Now with lumber price all time high, i do not see any reason why wtk profit cannot surge in the coming & future result.

Posted by DANNIE > 2020-08-21 07:42 | Report Abuse

lumber break new high 802 !!!

Posted by vs > 2020-08-21 08:16 | Report Abuse

wait to fly high

Posted by Constant > 2020-08-21 10:32 | Report Abuse

No use lah, lots of high levy, cost sky high unlike few years ago, heydays are long gone, competition from Indonesia and plenty of home supplies in Japan, if bought from RM0.20 low, time to cash in. It won’t go up much from here.

Posted by vs > 2020-08-21 10:37 | Report Abuse

i just believe fact, pls show your fact. How much the cost up? how much the lumber price up?

Posted by lching > 2020-08-21 10:52 | Report Abuse

wake up from long hibernation.

Posted by Hush77 > 2020-08-21 11:19 | Report Abuse

lumber price is going up.. lumber play soon?

Posted by stockraider > 2020-08-21 11:41 | Report Abuse

Yes it is coming...timber play loh....!!

I totally agree with Gohku findings at luckily bought more wtk today & now already making monies mah...!!

Thanks gohku...!

The momentum is building up loh...!!


Posted by gohku > Aug 20, 2020 12:55 PM | Report Abuse

This is a good timber and palm oil play exposure, it is a matter of time.

The gloves stock did not takeoff immediately when covid19 hit the market, it take a few months before momentum build up and subsequently shoot up the sky.

Wtk is a good buy at 47 sen.

It own timber concession, timber plantation and processing timber and plywood mills. It is an intergrated timber business.
Meaning with the current surge of lumber prices to record high, this wtk will benefit.

In addition wtk own more than 10k hectares of palmoil plantations.
The better palmoil prices recently should translate to better performance for the group.

The beauty of Wtk is, it has net cash & pays 1 sen dividend and has an NTA above Rm 2.00.

Should start accumulation as lumber play will come anytime.

Posted by vs > 2020-08-21 15:17 | Report Abuse

buy before too late

Posted by Fattymin > 2020-08-21 15:52 | Report Abuse

i stil in president suite, hope it can fly soon

Posted by yfchong > 2020-08-21 18:38 | Report Abuse

Lumber @ 800

Posted by vs > 2020-08-22 09:12 | Report Abuse

lumber today close usd830, everyday new high, this year already up more than 100%
Gold also cannot up so much, now Lumber stock more value than gold stock ah!

Posted by vs > 2020-08-22 09:15 | Report Abuse

When gold break record tomei, poh kong start up from 40cent, now already rm1 above.
Now lumber everyday up everyday new record, what is wtk target price?

Posted by yfchong > 2020-08-22 10:02 | Report Abuse

Wtk forest plantation has matured ready to harvest.?

D

Posted by yfchong > 2020-08-22 10:14 | Report Abuse

Cannot find any information in wtk 2019 annual report

Posted by stockraider > 2020-08-22 11:56 | Report Abuse

malaysia timber company are;

1. Priceworth
2. Jaya tiasa
3. Subur tiasa
4. Wtk
5. Ta Ann

This will shoot up in Tandem loh....!!

Lumber and timber company limit up as lumber prices climb to highest lvl

Posted by Hush77 at Aug 22, 2020 10:39 AM | Report Abuse
Canadian wood producers surge as lumber futures rise by exchange limit

Aug. 19, 2020 3:59 PM ETWest Fraser Timber Co. Ltd.(WFTBF)By: Carl Surran, SA News Editor8 Comments

Five of the largest Canadian producers - West Fraser Timber (OTCPK:WFTBF +4.6%), Norbord (OSB +4.9%), Canfor (OTCPK:CFPZF +7%), Interfor (OTC:IFSPF+5%) and CanWel Building Materials (OTC:CWXZF +1%) - all set new 52-week highs in Toronto, driven by new record high prices for lumber and wood panel products due to continuing robust demand from renovation and new home markets.September lumber on the Chicago Mercantile Exchange earlier jumped by the exchange maximum $29, or +3.85% to $783 per 1,000 board feet, after settling yesterday at a record $754

Posted by Hush77 > 2020-08-23 11:25 | Report Abuse

https://www.theadvocate.com/baton_rouge/news/business/article_21d6dee6-e313-11ea-881d-1bff08173b5f.html

Posted by yfchong > 2020-08-23 12:57 | Report Abuse

Can wtk goes back to 1.30

Posted by kelvin61 > 2020-08-23 14:09 | Report Abuse

Remember the old adage saying, Early bird catches the worm, cheers.

Posted by bulldog > 2020-08-24 00:03 |

Post removed.Why?

Posted by bulldog > 2020-08-24 00:04 |

Post removed.Why?

Posted by bulldog > 2020-08-24 08:42 |

Post removed.Why?

Posted by vs > 2020-08-24 09:06 | Report Abuse

engine start fly

Posted by Constant > 2020-08-24 09:30 | Report Abuse

Almost 200% return from bottom... thx a lot guys!

Posted by bulldog > 2020-08-24 11:38 |

Post removed.Why?

Posted by tssl74 > 2020-08-24 11:49 | Report Abuse

any conservative TP?

Posted by Constant > 2020-08-24 17:47 | Report Abuse

Game over.. sold at almost top...

Posted by targetinvest > 2020-08-24 22:44 |

Post removed.Why?

Posted by Mashoh95 > 2020-08-25 07:27 | Report Abuse

Lumber down....damn...sure drop

Posted by DonLee > 2020-08-25 07:58 | Report Abuse

still above 800 no worry . correction is normal

Posted by vs > 2020-08-27 10:31 | Report Abuse

support level RM0.50 very strong， just buy before too late

Posted by cslim5991 > 2020-08-27 11:56 | Report Abuse

go........go

Posted by DonLee > 2020-08-27 12:34 | Report Abuse

want wait lumber price at 1000 baru limit up ?

Posted by Wawai Samah > 2020-08-27 12:53 | Report Abuse

maybe after lunch jalan...can see peoples buying

Posted by Wawai Samah > 2020-08-27 18:01 | Report Abuse

see tomorrow...maybe rebounce

Posted by Mikecyc > 2020-08-27 21:51 |

Post removed.Why?

Posted by Mikecyc > 2020-08-27 21:54 | Report Abuse

Referred to audited FY19 annual report:

Timber Rights :

The group has timber licenses and the rights to timber licenses . The licences will expire in year 2021 and 2022 .


FY19 revenue: 589,744,000

Timber and timber products: 453,266,000 : 76.86 %

Tape n packaging materials: 65,984,000 : 11.19 %

CPO n Kernel : 49,484,000 : 8.39 %

Fruit bunches : 19,833,000 : 3.36 %



>>> renewal of Timber licenses will be Partially or ????



## Logs output : Dec 2018 = 58,217 m3 compared to May 2020 = 14,612 m3 ...
June 2020 = 9,203 m3

From 58,217 m3 reduced to 9,203 m3 -- Scary

Posted by Mikecyc > 2020-08-27 21:59 | Report Abuse

# WTK :

Total mature palm hectarage stood at 8,600 ha as of 31 December 2018.( from its website.)

8600 x 2.471 = 21,251 acres .


CPO Monthly Production ( tons) :

Logs
Dec2018 = 1823 : 58,217 m3
Nov2019 = 1720 : 13,202 m3
Dec2019 = 1482 : 8,628 m3
Jan2020 = 1480 : 12,508 m3
Feb2020 = 1366 : 18, 465 m3
Mar2020 = 1460 : 12,273 m3
April2020 = 1512 : 10,433 m3
May2020 = 1452 : 14,612 m3
June2020= 1614 : 9,203 m 3

Let's take Jan to May CPO output = 7270/5 = average 1454

1 acre is output = 0.0684 ton


# MHC :

Plantations = 33,000 acres


CPO Monthly Production ( tons) :

Dec2018 = 9061
Nov2019 = 8159
Dec2019 = 7435
Jan2020 = 6398
Feb2020 = 5575
Mar2020 = 6235
April2020 = 8576
May2020 = 7708
June2020 = 8178

Let's take Jan to May CPO output = 34,492 /5 = average 6899

1 acre output = 0.209 ton




# TDM :

From website:

31,295 hectare in Terengganu.

Plantations = 31,295 hectare
= 77,330 acres

note : excluded 26,506 acres plantations in Indonesia .

CPO Monthly Production ( tons) :

Dec2018 = 7618
Nov2019 = 6768
Dec2019 = 6197
Jan2020 = 5023
Feb2020 = 4930
Mar2020 = no report
April2020 = 6886
May2020 = 5636
June2020 = 8482

Let's take Jan to May CPO output = 22,475 /5 = average 4495

1 acre output = 0.0581 ton

### 2020 monthly average CPO output per acre :

WTK : 1 acre output = 0.0684 ton

MHC : 1 acre output = 0.209 ton

TDM : 1 acre output = 0.0581 ton
( if add Indonesia 26,506 acres )

become 1 acre output = 0.0433 ton

Posted by Mikecyc > 2020-08-27 22:05 | Report Abuse

### WTK Logs output :


CPO Logs
Dec2018 = 1823 : 58,217 m3
Nov2019 = 1720 : 13,202 m3
Dec2019 = 1482 : 8,628 m3
Jan2020 = 1480 : 12,508 m3
Feb2020 = 1366 : 18, 465 m3
Mar2020 = 1460 : 12,273 m3
April2020 = 1512 : 10,433 m3
May2020 = 1452 : 14,612 m3
June2020 = 1614 : 9,203 m3
July2020 = 1466 : 12,887 m3

Note :

Fy17 : Loss ( 188 mil )

FY18 : Profit 81.1 mil ( profit by disposed of a subsidiary company)

FY19 : Loss ( 111.0 mil )

FY20 (Q1 ended March ) : Loss (19.9 mil )

FY20 (Q2 ended June ) : Loss ( 16.1 mil )


## Logs output : Dec 2018 = 58,217 m3 compared to May 2020 = 14,612 m3 ...
June 2020 = 9,203 m3

Posted by SuperAsia > 2020-08-27 23:14 | Report Abuse

Did we miss out something important or it is just market sentiment no good?
The share price is not in tandem with the lumber up trend ?
for example is it because of below policy ?
http://www.dailyexpress.com.my/news/133465/sarawak-cuts-log-export-quota-to-20pc/