Posted by erickong > 2021-01-21 10:12 | Report Abuse

why always talk about TDM specialist hospital at here? here is a forum that let u discuss the share, u can share your opinion at here, why always talk rubbish at here? I listen to calvin bought the share from 90c till now, result already prove that the share keep dropping, u can hold just hold, knot hold just cut loss, i already cut loss. production is low and fcpo keep dropping.

Posted by erickong > 2021-01-21 10:15 | Report Abuse

i check the production, it really drop 40% from last quarter, ppl want buy just buy, want sell just sell, drop 40% u guys always said 20%, i also duno how u guys calculate it...

Posted by Sam Chong > 2021-01-21 10:24 | Report Abuse

Share price keep dropping ler, how o how o??? Hold ka? Sell ka??? Buy ka??? Keep average down???? Good share??? Duno ler, what the result show is share price keep dropping.... hmmm.... good...

Posted by Gala Kat > 2021-01-21 12:15 | Report Abuse

Share trading or speculation is not advisable for the weak hearted and with hard savings they don't wish to lose...can be very stressful and unnerving, especially for new contra players...my experience.

Posted by TopEarn1 > 2021-01-21 16:16 | Report Abuse

Anyone know why the crops harvest in last month is so low? Is it due to rainy season and floods?

Posted by brianklc > 2021-01-21 20:28 | Report Abuse

Due to raining season. Productions will ramp up in coming months, subject to labour availability.

Posted by brianklc > 2021-01-21 20:36 | Report Abuse

Eric, For each MT production drop, it’s the net contribution (after production cost) that drop. But for each RM1/MT increase in price, it’s a direct contribution to profit, assuming no other cost step up.

Posted by Kang Yao > 2021-01-22 09:13 | Report Abuse

There's rain in South America soy planting areas, so likely will put pressure on soy price, hence cpo price.

Posted by Kang Yao > 2021-01-22 09:14 | Report Abuse

Anyone research into their timber business?

Posted by Mikecyc > 2021-01-22 14:48 | Report Abuse

2020 Jan to Dec ,Palm oil Exports is decreased by 1,102,195 tons ..



Exports
2020 2019
Jan 1,213,539 1,680,891
Feb 1,082,417 1,324,615
Mar 1,184,702 1,620,752
Apr 1,236,478 1,654,499
May 1,369,351 1,715,719
Jun 1,706,597 1,397,140
Jul 1,783,284 1,486,485
Aug 1,581,612 1,736,300
Sep 1,612,169 1,409,089
Oct 1,673,997 1,641,973
Nov 1,303,318 1,405,553
Dec 1,624,692 1,398,049
Jan-Dec 17,368,870 18,471,065

Posted by Mikecyc > 2021-01-22 14:51 | Report Abuse

By country Jan to Nov :

2020 : 2019

USA 494,306 : 510,224

China 2,583,025 : 2,233,888

India 2,178,517 : 4,270,864

Europe 1,799,012 : 1,934,165

Posted by Mikecyc > 2021-01-22 14:53 | Report Abuse

Since the last time we touched on the subject in early September of 2020, the cost of lumber has already started to decrease substantially. It has dropped from $948 per thousand board feet in September to now $565 per thousand board feet in early November.

Date
Price Open High Low Vol. Change %
Dec, 2020
803.65 641.20 830.00 628.00 0.40K 26.20%
Nov, 2020
636.80 498.50 648.00 495.00 2.76K 28.49%
Oct, 2020
495.60 620.20 629.50 490.80 4.92K -19.05%
Sep, 2020
612.20 931.00 1,000.00 549.60 3.91K -34.03%
Aug, 2020

Posted by Mikecyc > 2021-01-22 14:55 |

Post removed.Why?

Posted by Mikecyc > 2021-01-22 15:01 | Report Abuse

WTK Logs Jtiasa Logs

Dec2018 = 58,217 m3 : 12,892 m3
Nov2019 = 13,202 m3 : 26,535 m3
Dec2019 = 8,628 m3 : 24,440 m3
Jan2020 = 12,508 m3 : 3,003 m3
Feb2020 = 18,465 m3 : 7,828 m3
Mar2020 = 12,273 m3 : 13,944 m3
April2020 = 10,433 m3 : 22,668 m3
May2020 = 14,612 m3 : 7,291 m3
June2020 = 9,203 m3 : 24,276 m3
July2020 = 12,887 m3 : 15,118 m3
Aug2020 = 10,092 m3 : 22,341 m3
Sept2020 = 12,060 m3 : 22,915 m3
Oct2020 = 12,524 m3 : 14,802 m3

Posted by Mikecyc > 2021-01-22 15:03 |

Post removed.Why?

Posted by Mikecyc > 2021-01-22 15:03 |

Post removed.Why?

Posted by Mikecyc > 2021-01-22 15:04 | Report Abuse

FY20 ended June audited annual report :


Revenue :

CPO / Kernel/ Fruit 508,651,000 : 72.47 %

Timber / Plywood 192,887,000 : 27.01 %

Others 345,000 : 0.52 %

Total 701,883,009


Loss = ( RM 73.5 million )


FY19 : Loss = ( RM 275.7 million )

FY18 : Loss = ( RM 26.8 million )

Posted by Mikecyc > 2021-01-22 15:05 | Report Abuse

Oh timber / plywood is 27 % , not 23 % loh ..

Posted by Mikecyc > 2021-01-22 15:06 |

Post removed.Why?

Posted by Mikecyc > 2021-01-22 15:08 |

Post removed.Why?

Posted by Mikecyc > 2021-01-22 15:10 | Report Abuse

Exporting wood products to Korea

When sending logs, sawn timber, plywood or wood pellets to South Korea (Republic of Korea), you must submit documents that demonstrate the wood products were legally harvested. From 1 October 2019, no exceptions will be allowed.

Documents Korea will accept
Certificates that meet the new Korean requirements are those issued by the:
FSC (Forest Stewardship Council)
PEFC (Programme for the Endorsement of Forest Certification).

Posted by Mikecyc > 2021-01-22 15:11 | Report Abuse

Sarawak’s timber exports down 20% because of Covid-19
Goh Pei Pei -
November 13, 2020 11:24 AM

KUCHING: Sarawak’s timber exports have dropped by 20% for the first three quarters of the year because of Covid-19, Deputy Chief Minister Awang Tengah Ali Hasan said.

He said the state’s timber exports from January to September amounted to RM2.8 billion compared with RM3.5 billion in the same period last year.

Exports of plywood, the main timber product, dropped by 17% to RM1.5 billion compared with RM1.8 billion in 2019.

Awang Tengah said exports to all major markets, including Japan, India, the Middle East and Korea, have dropped.

Posted by Mikecyc > 2021-01-22 15:16 | Report Abuse

Jtiasa

Financial Year Revenue ('000) Net ('000) EPS Report
30 Jun, 2020 703,275 -73,530 -7.59 View

30 Jun, 2019 637,744 -275,651 -28.48 View

30 Jun, 2018 841,689 -26,798 -2.77 View

30 Jun, 2017 977,130 11,511 1.20 View

30 Jun, 2016 1,024,049 58,634 6.10 View

30 Jun, 2015 1,032,271 34,425 3.56 View
30 Jun, 2014 1,034,591 57,125 5.89 View
30 Jun, 2013 1,054,096 23,246 2.43 View
30 Jun, 2012 702,645 87,538 32.58 View
30 Apr, 2012 499,518 97,077 36.36 View

Posted by Sam Chong > 2021-01-22 16:18 | Report Abuse

So Mickey Mouse, conclusion is can buy jtiasa or not??? Keep dropping ler, many ppl said buy buy buy when 90+c, now 70+c confirm can buy lo, right??? Buy in lo, wait what o....

Posted by Mikecyc > 2021-01-22 16:55 | Report Abuse

"On the whole, the palm oil outlook in 2021 looks favourable compared with the average prices of 2019 and 2020," CPOPC added. It estimated palm prices this year would average around RM2,600-2,650 a tonne.2020年12月1日

Posted by Moustache > 2021-01-25 12:49 | Report Abuse

Mikecyc I salute your endless positive energy continue to promote jtiasa.
But Calvin is missing now.

Posted by Jenas Tan > 2021-01-25 15:25 | Report Abuse

But jtiasa always drop more than its peer..others up it stays, others drop it drop lagi more.. what is the director doing..

Posted by Sam Chong > 2021-01-25 15:36 | Report Abuse

Aiyoyo... continue drop ah... how o... master sifu Calvin, how o???? Will it drop till 60++ c??? Let us see... hmmmmmmm......

Posted by WilburR2 > 2021-01-25 15:40 | Report Abuse

pigs literally smashing palm with vengence.
https://www.freemalaysiatoday.com/category/highlight/2021/01/25/chinas-pigs-pose-unexpected-threat-to-palm-oil-rally/

Posted by Sam Chong > 2021-01-25 20:07 | Report Abuse

0.745 now ler, who still holding??? Who still average down??? When it will drop till 0.60+++ ler.... hmmm.... duno ler.... buy in lo, good stock ler, fcpo will increase to 5000 6000 7000 ler, according to those master sifu previous comments, is time to buy in.... tmr all in sin....

Posted by chkhooju > 2021-01-25 20:37 | Report Abuse

Reckon calvintaneng has lost his pants in Plantation stocks.

Posted by chkhooju > 2021-01-25 20:38 | Report Abuse

And, now he has disappeared.

Posted by Sales > 2021-01-25 21:25 | Report Abuse

See i told you guys not to sell glove and buy palm. Keep glove and buy some palm.

Posted by DonWorryBeHappy > 2021-01-25 21:50 | Report Abuse

Those sifus who promote may cut already, production is plunging, no matter how I count, revenue should be 20-25 % lower even with high CPO, straight cut all plantation cts. Sometimes don't listen too much to all these sifus better, buy sell always your own decision. But some cts look attractive again. Good luck.

Posted by DonWorryBeHappy > 2021-01-25 21:55 | Report Abuse

@Sam Chong, CPO rises because of shortages, not organic demand growth, the high price is non sustainable.

Share price only up if

CPO up
Production sustain

Currently it's a trade-off between the two, the sifus no mention this, only tell you CPO ath bla bla bla.

Posted by densim > 2021-01-25 22:25 | Report Abuse

https://www.theedgemarkets.com/article/mpoc-expects-cpo-price-remain-above-rm3000-tonne-2021...

Posted by Sam Chong > 2021-01-25 23:19 | Report Abuse

Will it drop to 20++ c again.... hmm.... sifu..... faster share ur great cpo price ler.... long time no ppl said high cpo price high profit then share price up up up ler.... all sifu cut ad????

Posted by shaoha17 > 2021-01-26 09:55 | Report Abuse

even good price of CPO, labor shortage and management skill also affect the share price...anyone here work at jtiasa willing to share how your management?

Posted by Mikecyc > 2021-01-27 09:42 |

Post removed.Why?

Posted by Sam Chong > 2021-01-27 11:12 | Report Abuse

All sifu hilang ad... few years ago sifu Calvin also like that... now others sifu also do the same thing... who follow sifu buy in at 90++c, Holland ad lo, want continue average down, or cut loss, sifu diam diam now.... 可怜了那些傻傻分不清楚的，盲目的一直追Sifu Calvin 的

Posted by YJInvest > 2021-01-27 12:45 | Report Abuse

Calvin has not disappeared. If you check his user account, it has been suspended till January 29th. I am sure Calvin would like to respond to everybody but cannot do so now. So, please just wait till his account is reactivated and I am sure you will hear from him. No need to judge so quickly. Thanks.

Posted by dasan784 > 2021-01-27 13:34 | Report Abuse

YJinvest...... thank you for the clarification. It is so sad to see people talk bad about my sifu when the shares a little bit down but when it becomes a shooting star we laugh all the to the bank and praise sifu Calvin immensely. So please investors let us bear with this down trend temporarily.
I think sifu Calvin does his research extremely well and for shares to shine it may take time. Anyway sifu Calvin does not force anyone to buy or sell.....it is your call.
Sifu i will patiently wait for you until the 29 Jan. Thanks YJinvest.

Posted by vcinvestor > 2021-01-27 14:06 | Report Abuse

@YJInvest - thanks for pointing that out. I was wondering why i don't see any more blog posts IN ALL CAPS

Posted by YJInvest > 2021-01-27 14:56 | Report Abuse

Thanks @ dasan784 and vcinvestor. I have been following Calvin since last year and believe that his commentary is well researched and thoughtful. He can only recommend but the final decision whether to buy, hold and/or sell lies with each one of us investors. I am looking forward to hearing from Calvin when he is back online soon. All the best.

Posted by Mikecyc > 2021-01-27 16:55 |

Post removed.Why?

Posted by Mikecyc > 2021-01-27 16:56 |

Post removed.Why?

Posted by Woodswater > 2021-01-27 16:58 | Report Abuse

https://hk.finance.yahoo.com/news/%E4%B8%AD%E5%9C%8B%E7%94%B1%E7%BE%8E%E5%9C%8B%E9%80%B2%E5%8F%A3136%E8%90%AC%E5%99%B8%E7%8E%89%E7%B1%B3-%E6%8E%A8%E5%8D%87%E7%8E%89%E7%B1%B3%E6%9C%9F%E8%B2%A8%E5%96%AE%E6%97%A5%E6%BC%B2%E8%BF%914-064015845.html

Posted by Mikecyc > 2021-01-27 17:01 | Report Abuse

After a year ran away in shame from netx ... just like Scomies which promoted Pump n Dump at 12 sen ... but few times denied got promoted at 12 sen even his own website article is proven ..

Posted by Mikecyc > 2021-01-27 17:02 |

Post removed.Why?

Posted by Mikecyc > 2021-01-27 17:02 |

Post removed.Why?