Posted by danny123 > 2021-10-15 09:52 | Report Abuse

danny123 Bad management will still continue to gamble away company money.

A gamble will never stop to gambling

Posted by danny123 > 2021-10-15 09:54 | Report Abuse

danny123 CPO down , share price down

Cpo up, share price not go up
17/05/2021 3:32 PM
X
danny123 All d lumber company lose money
17/05/2021 3:33 PM
X
danny123 Estate not well manage
17/05/2021 3:35 PM

Posted by stockraider > 2021-10-15 10:14 | Report Abuse

Just taking a breather loh!

It will come mah!

Posted by calvintaneng > 2021-10-15 12:40 | Report Abuse

Jaya Tiasa = Giant Treasure

See Historical Prices from Stock Performance Guide by Dynaquest

Year....Low....High

2005...0.60....1.30
2006...0.63....1.21
2007...1.01....1.81
2008...0.45....1.35
2009...0.49....0.89
2010...0.83....1.54
2011...1.49....2.28
2012...1.93....3.38
2013...1.74....2.56
2014...1.68....2.78
2015...1.61....2.07

Through all its changing years Jtiasa lowest was in year 2008 at 45 sen & highest at Rm3.38 in 2012 4 years later

If a Value Investor had bought at bottom 45 sen & sold at peak Rm3.38 4 years later would have garnished a 650% gain in 4 years or 162% a yearly gain of 4 years

To buy at deep pessimism and sell at peak euphoria is the TOP SECRET OF SUCCESS!


https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-10-15-story-h1592706522-Howard_Marks_Everything_Is_Cyclical_Human_psychology_is_at_the_root_of_.jsp

Posted by crocodile1980 > 2021-10-15 15:44 | Report Abuse

Just wondering why Calvin so hard sale on Jtiasa, It is zero sum game in share market where buy/sell happen at the same time. For sure he has numbers of share of Jtiasa which bought at pretty bottom and need people together to boost the share price for selling high.

Posted by danny123 > 2021-10-15 15:48 | Report Abuse

You are RIGHT , 1980.

DONT GET CON BY HIM

HE ASK TO BUY , WE BETTER SELL

Posted by keng88 > 2021-10-15 16:58 | Report Abuse

Today good close0.740

Posted by danny123 > 2021-10-15 18:40 | Report Abuse

Gogo sell sell

Posted by danny123 > 2021-10-15 18:44 | Report Abuse

All sarawak plantations is not well manage.

Manage n make for themself only

Dont buy better???

Posted by stockraider > 2021-10-16 12:59 | Report Abuse

Coming mah!

Posted by Sales > 2021-10-16 17:13 | Report Abuse

Bplant much better than Jtiasa, because they give dividend all this year.

Posted by crocodile1980 > 2021-10-18 13:28 | Report Abuse

Don' get me wrong, I was just wondering Calvin motive, but I do agree on the commodity price will stay high for some period. I just like KFIMA much more than this relatively speculated counter. I was bought quite numbers of KFIMA since 1.4 since last year while Jtiasa buy sell as below....


24-Jul-2020 Buy +100,000 0.52 +52,180.96 100,000 - 52,180.96 0.521 52,180.96 0.521
25-Aug-2020 Buy +30,000 0.66 +19,894.09 130,000 - 72,075.05 0.554 72,075.05 0.554
01-Oct-2020 Buy +10,000 0.69 +6,932.79 140,000 - 79,007.84 0.564 79,007.84 0.564
12-Nov-2020 Sell -70,000 0.795 -55,385.55 70,000 +15,881.63 39,503.92 0.564 23,622.29 0.337
13-Nov-2020 Sell -20,000 0.815 -16,222.54 50,000 +4,935.70 28,217.08 0.564 7,399.75 0.147
18-Nov-2020 Buy +20,000 0.84 +16,879.83 70,000 - 45,096.92 0.644 24,279.58 0.346
20-Nov-2020 Buy +40,000 0.85 +34,161.57 110,000 - 79,258.49 0.720 58,441.15 0.531
18-Jan-2021 Buy +10,000 0.815 +8,188.72 120,000 - 87,447.21 0.728 66,629.87 0.555
20-Jan-2021 Sell -25,000 0.805 -20,029.36 95,000 +1,811.19 69,229.04 0.728 46,600.51 0.490
21-Jan-2021 Buy +10,000 0.785 +7,887.31 105,000 - 77,116.35 0.734 54,487.82 0.518
22-Jan-2021 Sell -30,000 0.785 -23,438.09 75,000 +1,404.85 55,083.11 0.734 31,049.73 0.413
25-Jan-2021 Sell -30,000 0.76 -22,691.65 45,000 +658.41 33,049.86 0.734 8,358.08 0.185
26-Jan-2021 Sell -30,000 0.745 -22,243.79 15,000 +210.55 11,016.62 0.734 -13,885.71 -0.925
10-Sep-2021 Buy +20,000 0.68 +13,678.63 35,000 - 24,695.25 0.705 -207.08 -0.005
08-Oct-2021 Buy +15,000 0.72 +10,862.32 50,000 - 35,557.57 0.711 10,655.24 0.213

Posted by brianklc > 2021-10-18 18:26 | Report Abuse

Don’t trust Calvin, trust experts… though no1 can 100% predict what’s going to happen https://www.theedgemarkets.com/article/mpoc-expects-demand-palm-oilbased-oils-and-fats-resume

Posted by brianklc > 2021-10-18 18:30 | Report Abuse

World economies can open with a push of a button. But oil palm production takes time to recover. Even with more labour, it doesn’t mean production can miraculously increase overnight. Hence, for the coming year, the CPO supply will always play catch up. Don’t forget Indonesia decision to gradual change to export refined oil will push CPO higher too.

Posted by brianklc > 2021-10-18 18:35 | Report Abuse

But this does not represent 100% true for JT as it has timber biz too… not to forget some speculative activities, which works against them in the past

Posted by danny123 > 2021-10-18 20:21 | Report Abuse

Now only you know about Calvin?
Wahaha

Posted by danny123 > 2021-10-18 20:22 | Report Abuse

Sell sell

Posted by calvintaneng > 2021-10-18 20:25 |

Post removed.Why?

Posted by danny123 > 2021-10-18 21:52 | Report Abuse

Calvin say dont sell , u dont get trap , sell sell

Posted by brianklc > 2021-10-19 08:36 | Report Abuse

danny, expert is in the same page as calvin.

Posted by abang_misai > 2021-10-19 08:57 | Report Abuse

This jtiasa, subur & rsawit are by monkey management where lots of leakages. You buy you die.

Posted by stockraider > 2021-10-19 10:31 | Report Abuse

Investment in palmoil listed companies got many tier offensive & defensive stategy mah!

Offensive

1. benefit from high oil price reap huge profit improvement, strong cash flow generation and strong and healthy balance sheet

2. Strong dividend will be forthcoming.

3. The govt of indonesia & msia have restricted new palmoil plantation development thus limited future plantation supply in the future which is good as it will lend support to its price loh!

Defensive

1. Land has a finite supply which is a good hedge against inflation

2. Currently plantation trade at a deep undervalue thus give big margin of safety for investor loh!

3. The current of hype of ESG trend which is unsustainable....give a good sound contrarian opportunity for a very strong rebound & upside for plantation going fwd loh!

Posted by danny123 > 2021-10-19 20:46 | Report Abuse

Abang misai, u say a lots of leakages?
Leak to their POCKET???

SCREW UP MANAGEMENT.
NO DIVIDEND, DONT BUY.

GO FOR
FAREAST , MHC, KMLOONG
BANYAK DIVIDEND KASI TIAP TAHUN
SHARE PRICE PUN SLOWLY NAIK2.

Posted by BursaRangers > 2021-10-19 21:41 | Report Abuse

https://klse.i3investor.com/blogs/BursaRangersTechnicalPicks/2021-10-19-story-h1592769763-BursaRangers_Daily_Technical_Picks_20_October_2021.jsp

Posted by brianklc > 2021-10-20 10:04 | Report Abuse

Ok, u slowly wait

Posted by CCWONG > 2021-10-20 11:57 | Report Abuse

The 3 stooges: Bplant, Jtiasa & Thplant will break RM1.00 one fine day too soon.Enjoy the ride to glories.

Posted by CCWONG > 2021-10-20 13:34 | Report Abuse

What are the positive factors favoring the oil palm industry especially the upstream oil palm companies with huge amount of oil pal estates:

1. RM to USD is > RM4.15++
(Oil palm export proceeds in USD will bring back more RM to their kitty).

2. Good CPO price > RM4.5K/ton to RM5.0K/ton ++.
(Same efforts, but selling at extremely good prices. Laughing all the way to the bank).

3. Most raw materials & costs of productions are sourced locally in RM including fertilizers as
Malaysia has a strong resource-based economies as Malaysia has been in oil palm industry
business for more than 50-60 years and so almost everything is local.

4. Upstream oil palm business is simple & no need for a Rocket Scientist to teach. Follow the
basics, follow SOp & get them right.

5. For gold, steel, etc, closing stocks are based on purchasers from suppliers of them.
(So, you realize when the gold, steels, etc are very high in prices, high profits are reported &
when their closing stocks are high - Quantity x Closing Stock Price Valuation).

6. For oil palm estates, the closing stocks are on the trees & keep on harvesting from its own
sources (oil palm estates), so no need to buy unless you are skewed more towards CPO
extraction milling & trading. Keep producing, harvesting & get more values from the trees.

7. So, for the same efforts, for the same marginal increase in costs (fertilisers & labour), the
operating profits generated as explained in above are 1.5 fold,2 folds, 2.5 folds, etc.

8. I sit comfortable with my simple business model analysis with oil palm industry & the oil palm
companies I invest in for long term (LT) & know that I will reap from my patience & be rewarded.

Posted by calvintaneng > 2021-10-20 23:17 |

Post removed.Why?

Posted by Kang Yao > 2021-10-21 07:54 | Report Abuse

though the share price fluctuate up and down with CPO price, i think as long the price is above 3.8k for CPO, its crazy profits. Just wait for the debt to be pay off, timber back in full operation or worst management propose privatisation.

Question: if the plantation is under harvest for many qtrs, would the quality and quantity of coming quarters be much much better, like body recovery? any palm oil planting expert here?

Posted by stockraider > 2021-10-21 11:27 | Report Abuse

Go Go Go for it

Posted by CCWONG > 2021-10-21 11:33 | Report Abuse

Why I invest in oil palm shares?

1. There is daily reporting of CPO prices by MPOB (www.mpoc.org.my).

2. There is monthly reporting of FFB, CPO, Etc harvests by oil palm
listed companies in Bursa.

3. There is quarterly reporting of oil palm listed companies in Bursa.

4. So, in the oil palm industry for listed oil palm companies, there is
nothing more transparent than these.

5. No need to listen to this or that, got projects or got this or that.

6. You can actually tabulate the above (No. 1 & No. 2 and do your own
projection on the expected turnover & NPAT).

7. So, you will roughly know your hard-earned money investments go.

8. If you are worried about surprises like asset impairments, etc, you
can do your own estimates. Again, from the financial reports, you know

9. Look at their past financial reports & share price movements.

10. Last but not least, you can sleep well & rest assured be rewarded.

(The above is my opinion to be a better investor, not buy or sell call).

Posted by bc8660 > 2021-10-21 12:46 | Report Abuse

I was also surprised to see a higher FFB 72,202 metric tons reported by Jayatiasa this month...very nice.

I expect the see a very strong financial result in the upcoming Q result, and foreseen some strongly fundamental plantation companies would start issue special dividends...haha..just my views.

Posted by Mabel > 2021-10-21 19:01 | Report Abuse

Brent crude oil was trading at US$86 (about RM357.59) per barrel, while crude palm oil closed at an all-time high on Wednesday with the benchmark palm oil contract for January 2022 rising by RM127 to RM5,071 a tonne.

Posted by Citadel9999 > 2021-10-22 15:25 | Report Abuse

io

Posted by KingKoil > 2021-10-24 00:05 | Report Abuse

IB accumulating and show time after 2-4weeks.

Posted by Hoot9e > 2021-10-25 10:34 | Report Abuse

price seems stable... no go up ... no go down...
either wait cpo hit 6000 or wait the QR out....

Posted by Kang Yao > 2021-10-25 15:56 | Report Abuse

Stay Chill

https://www.thesundaily.my/local/malaysia-s-readiness-to-bring-in-32000-foreign-workers-is-subject-to-mous-mpic-NH8494618

https://www.foodnavigator-asia.com/Article/2021/10/25/Palm-oil-supply-pain-Fears-Indonesian-output-may-not-meet-global-demand-as-economies-recover

Posted by kmohan62 > 2021-10-25 20:02 | Report Abuse

My extrapolation ofJtiasa's EPS based on production figures with a conservative average selling prices of CPO,Palm Kernel and log for the month of July,August and September works out to be between RM 0.036 and RM 0.039.

Posted by abang_misai > 2021-10-25 20:38 | Report Abuse

Weak management. Don’t hope so much. Leakages. Baja hilang. Workers paid but work for other nearby estates not belong to them.

Posted by Kang Yao > 2021-10-26 16:05 | Report Abuse

abang misai, weak management blah blah blah so many issues yet you haven't give up following Jtiasa forum, why?

Posted by Hoot9e > 2021-10-26 16:23 | Report Abuse

agree with miniminer

Posted by calvintaneng > 2021-10-26 22:26 |

Post removed.Why?

Posted by calvintaneng > 2021-10-26 22:58 | Report Abuse

We Thank Thee

https://www.youtube.com/watch?v=xse2IbkEjMo

Posted by mehahaha > 2021-10-26 23:05 |

Post removed.Why?

Posted by kmohan62 > 2021-10-27 11:08 | Report Abuse

Share buyback on the cards...subject to shareholders' mandate.

Posted by vcinvestor > 2021-10-27 11:19 | Report Abuse

they need to pay off their RM644million bank borrowings (compared to RM23mil cash) first la boss.

Posted by kmohan62 > 2021-10-27 11:42 | Report Abuse

Perhaps the company is confident of extra ordinary profit the coming and the following quarters ..hence the share buyback proposal?

Posted by vcinvestor > 2021-10-27 11:58 | Report Abuse

No, proposal to renew authority to buy back shares is something that is renewed annually (you can check all the old bursa announcements to verify) so its really nothing to shout about.

Posted by poilam > 2021-10-27 12:00 |

Post removed.Why?

Posted by kmohan62 > 2021-10-27 12:03 | Report Abuse

vcinvestor..thanks for the info...