Posted by Sansing > 2021-11-29 09:42 | Report Abuse

Just close your eyes to buy while it is cheap now lol!

Posted by RockerArm > 2021-11-29 09:58 | Report Abuse

Very weird , palm oil goes up so high but palm oil counters drop. I remember uncle bought a lot few yrs ago at around RM2

Posted by calvintaneng > 2021-11-29 10:05 |

Post removed.Why?

Posted by RockerArm > 2021-11-29 10:26 | Report Abuse

Ayaya! don't harap back door gomen lol !.

Posted by tah16600 > 2021-11-29 10:34 | Report Abuse

Uncle busy buying steel counter AYS loh !

Posted by Timercheng > 2021-11-29 11:48 | Report Abuse

Supermx uptrend

Posted by stockraider > 2021-11-29 13:22 | Report Abuse

Bill Gates is betting big on US farmland – should you? - MoneyWise
theedgemarkets.com
/
theedgemarkets.com

November 29, 2021 11:01 am +08
Bill Gates
Bill Gates

-A+A
(Nov 27): Bill Gates is best known for revolutionizing personal computing, but lately he’s gotten back to the land, MoneyWise reported.

The Microsoft co-founder and his former wife, Melinda, are the top farmland owners in the country, having acquired more than 269,000 acres over the past decade.

Gates made a splash in 2017 when he bought $520 million worth of U.S. farmland from the Canada Pension Plan Investment Board, and he’s continued to invest since.

Farmland returned an average of 11.0% per year between 1992 and 2020, according to research from FarmTogether, an investment platform that allows qualified investors to purchase stakes in U.S. farmland without buying a whole farm. In comparison, the S&P 500 returned only 8.0%.

When considered on a risk-adjusted basis, farmland outperforms the stock market by a wide margin.

It's even better than traditional real estate, better than bonds and gold, MoneyWise reported.

Posted by stockraider > 2021-11-29 13:51 | Report Abuse

Basic Economics 101...less supply with minor increase in demand due to higher world population every year....food price will increase every year mah!

That means profit will increase for plantation mah!


Posted by Johnzhang > Nov 29, 2021 1:35 PM | Report Abuse

Agriculture is the future especially with ESG grievances and climate change issues. Farmland is going to be a lot more expensive and agriculture produce price will go higher .

Posted by yc88 > 2021-11-29 16:11 | Report Abuse

see how glove move when there's news. sad, super high CPO yet going backward.. time to change ship lah.. jtiasa = giant treasure.. laugh 9 me... hahaha.

Posted by Woodswater > 2021-11-29 17:45 | Report Abuse

https://news.thelcpress.com/2021/11/%e9%a3%9f%e7%94%a8%e6%b2%b9%e4%bb%b7%e6%a0%bc%e5%86%8d%e9%a3%99%e5%8d%87%ef%bc%815kg%e7%93%b6%e8%a3%85%e9%a3%9f%e7%94%a8%e6%b2%b9%e6%b6%a8%e8%87%b3%e9%80%be37%e4%bb%a4%e5%90%89/

Posted by Kang Yao > 2021-11-30 07:25 | Report Abuse

When food price rise,

1. more wheat rice product will be consumed over vege/meats as its more stomach filling. And one of the most economical way to add taste to such is deep fried > Palm oil usage

2. More will substitute butter with magerine > Palm oil usage

3. More dairies will be consumed as they are high in calory and value for taste due to scale of manufacturing > Palm oil usage

4. Mass will need to work harder, and have less time for meal preparation or a proper meal, hence resort to take away. Deep fried Stir fried is a large category in takeaway, besides taste its also easier to consumed compare to soup based. > Palm oil usage

Is the spike in edible oil price since pandemic due to supply issue? or change of lifestyle?
should be a mix, supply issue at the beginning, and follow by change of lifestyle and spike in cost of supple chain (especially transportation) .

Posted by Kang Yao > 2021-11-30 07:28 | Report Abuse

5. when life is difficult, sweet products will be in demand. chocolate + ice cream are among it > palm oil usage.

Posted by Rockers > 2021-11-30 10:30 | Report Abuse

Slowly n surely going up

Posted by Sansing > 2021-11-30 11:08 | Report Abuse

At current price is a strong buy

Posted by calvintaneng > 2021-12-07 00:08 |

Post removed.Why?

Posted by yc88 > 2021-12-07 16:10 | Report Abuse

OMG!! still dreaming & sweet talk... index down, go down.. index up, stagnant.. use your common sense lah..

Posted by yc88 > 2021-12-07 16:28 | Report Abuse

up 11 pts already, Jtiasa = ?? "giant treasure" shares don't behave such a manner.

Posted by PlantBull > 2021-12-08 12:24 | Report Abuse

yea at least JTIASA is making money... much much more profits than your mytech...

Posted by CCWONG > 2021-12-08 13:56 | Report Abuse

If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.

That makes the difference.

MYR to USD is 4.20++.

Inflation is ++.

Cost of doing business is ++.

Oil-palm listcos are export-oriented (CPO & others) earning USD.

Share price positive upwards movement is a matter of time.

Posted by Hoot9e > 2021-12-08 15:43 | Report Abuse

ssshhhhhh................ the giant is still sleeping........

Posted by danny123 > 2021-12-08 18:17 | Report Abuse

Ccwong n calvin , both of u still dreaming......

Posted by yc88 > 2021-12-10 10:21 | Report Abuse

https://www.theedgemarkets.com/article/malaysias-palm-oil-producers-adjust-labour-shortages-higher-recruitment-costs

tell the fact. don't only tell the rosy fairy tales story..

Posted by PlantBull > 2021-12-10 10:47 | Report Abuse

Fact is, plantations has all reported very strong profits... that is fact..
Fact is, IB predictions for this year CPO price from last year all wrong.. that is fact..
Fact is, inflation is happening worldwide .. that is fact..
Fact is, essentials like palm oil do well in inflationary environment.. that is fact..

Posted by Johnzhang > 2021-12-10 11:23 | Report Abuse

Despite higher cost pressure in 2022, oil palm plantation will still be laughing to the banks. Mind you that most big time CPO traders expect CPO to trade above $5,000 during Jan-Mac 2022 and between $4,000 to $5,000 during Apr-Dec 2022.

Cost of production (at estate level) during recent years (2017-2020) were $1,500 -$1,800 pmt CPO depending on the cost efficiency of each planter.
Average CPO price over same period (2017-2020) was about $2,490 pmt as shown in the calculation below :
2017 $2,800
2018 $2,150
2019 $2,250
2020 $2,760
-----------------
Avg $2,490
=================
Therefore, average Gross Margin in past recent years enjoyed by planters were $990 to $690 pmt CPO. (ie average CPO price $2,490 minus cost of production $1,500 to $1,800).

Due to higher labour and fertilizer costs, the cost of production is expected to increase by max. $300 pmt CPO basis. The new cost of production for 2022 shall be $1,800 -$2,100 pmt CPO.
Based on 2022's CPO price forecasted by big time CPO traders averaging $4,500 , the Gross Margin of the planters will be $2,700 to 2,400 pmt CPO.

2022's Gross Margin is 2.7 times to 3.5 times higher than the average of 2017-2020.

Just for sharing.

Posted by stockraider > 2021-12-10 11:46 | Report Abuse

Correctloh...if u factor in increase in cost of 10%...the production cost of CPO is Rm 2750 m/t.

Current CPO future 12 mths average ( Average from future Jan 2022 to Dec 2022) pm 4250!

U still talking about very outstanding Gross Margin of about 36% compare to usual 10% mah!

Plantation will record sky high profit going fwd loh!

Btw...usual norm of cost of production is only around Rm 2200 per tonnes!

Posted by Johnzhang > Dec 10, 2021 11:33 AM | Report Abuse

Some Investors may be concern of the labour and fertilizer cost increase on plantation company’s performance in 2022. The IBs and media are very prone to look at only one side of the equation and they seriously lack professionalism.

My view is oil palm plantation will still be laughing to the banks next year. Mind you that most big time CPO traders expect CPO to trade above $5,000 during Jan-Mac 2022 and between $4,000 to $5,000 during Apr-Dec 2022.

Cost of production (at estate level) during recent years (2017-2020) were $1,500 -$1,800 pmt CPO depending on the cost efficiency of each planter.
Average CPO price over same period (2017-2020) was about $2,490 pmt as shown in the calculation below :
2017 $2,800
2018 $2,150
2019 $2,250
2020 $2,760
-----------------
Avg $2,490
=================
Therefore, average Gross Margin in past recent years enjoyed by planters were $990 to $690 pmt CPO. (ie average CPO price $2,490 minus cost of production $1,500 to $1,800).

Due to higher labour and fertilizer costs, the cost of production is expected to increase by max. $300 pmt CPO basis. The new cost of production for 2022 shall be $1,800 -$2,100 pmt CPO.
Based on 2022's CPO price forecasted by big time CPO traders averaging $4,500 , the Gross Margin of the planters will be $2,700 to 2,400 pmt CPO.

2022's Gross Margin is 2.7 times to 3.5 times higher than the average of 2017-2020.

Just for sharing.

Posted by DJThong > 2021-12-10 20:17 | Report Abuse

The laughing period keeps getting used back . So the con man and his crew keep thinking of new stories. Shameless

Posted by PlantBull > 2021-12-11 22:14 | Report Abuse

@djthong.. Stories? No need stories... Look at plantations financial performance then decide for yourself if you need other stories... Pfft.

Posted by yc88 > 2021-12-13 10:57 | Report Abuse

up 14pts, no move. as of now, up 11pts, no move. at least up 1% also ok. up 1 cent also cannot. maybe is giant treasure, too heavy too move. better on diet... financial performance & bla bla bla.. bottomline, shares got move or not? from 0.78 drop to 0.58.. crazy!! no up till now.. this is fact, not sweet talk story... who's laughing to bank? basically, giant don't have attraction as claim by promoter..

Posted by Hoot9e > 2021-12-14 12:55 | Report Abuse

Giant!!!!!!!!!!

Posted by yc88 > 2021-12-15 15:07 | Report Abuse

OMG!!! R.I.P....

Posted by Kang Yao > 2021-12-15 15:44 | Report Abuse

yc88 why are you still monitoring Jayatiasa? since even CPO price goes up, the share price comes down. better sell and close eyes on it.

Posted by yc88 > 2021-12-15 16:04 | Report Abuse

kang yao, why are you monitoring me? don't have better thing to do? hahaha..

Posted by DJThong > 2021-12-15 21:59 | Report Abuse

Almost 52 week low.
Ah Eng -will spin. Call this call that. Gong kia

Posted by humblechung > 2021-12-23 21:08 | Report Abuse

Giant ?

Posted by yc88 > 2021-12-27 11:27 | Report Abuse

glove up, palm will down.. promoter hiding at SOP, TAAN & TSH doing giant treasure promoting and say bad about glove.. obviously, bad faith... 6 months coming soon, see who is laughing at who...

Posted by yc88 > 2021-12-27 11:30 | Report Abuse

up 13 points already... alamak, giant still sleeping... promoter, SOP, TAAN & TSH.. how?

Posted by humblechung > 2021-12-27 16:30 | Report Abuse

Sad sad sad

Posted by humblechung > 2021-12-27 16:38 | Report Abuse

Finish lol finish lol

Posted by Kang Yao > 2021-12-28 13:22 | Report Abuse

Sabah has lifted timber export ban starting 3 Jan with limited quota, look at focus lumber.
Let's wait and see Sarawak will follow.

Posted by Kang Yao > 2021-12-28 13:22 | Report Abuse

yc88, becoz you make too much noise without anything constructive view. but its okay, keep doing it to kill your time.

Posted by ahbah > 2021-12-28 13:25 | Report Abuse

Coming ?

Masuk ?

Posted by yc88 > 2021-12-28 16:52 | Report Abuse

kang yao or kang kang, view only? u must be blind, no eyes see? what constructive view had you provided?

Posted by yc88 > 2021-12-28 17:08 | Report Abuse

kang kang, you must be junior. when promoter say all so good good & when result go reverse, nothing wrong to highlight. check & balance, understand? it involved other ppl hard earn money. you don't be selfish!!! if can't take it, keep quiet and invest quietly than making selfish noise & marketing...

Posted by calvintaneng > 2021-12-29 09:18 | Report Abuse

Very happy day today

Posted by Kang Yao > 2021-12-29 15:40 | Report Abuse

Anyone know is there flood in Sarawak affecting Jtiasa estate? Brazil is suffering serious flood in the north east region, might affect Soy export.

Posted by Kang Yao > 2021-12-29 15:43 | Report Abuse

@calvintaneng what's the good news?

Posted by ahbah > 2021-12-29 15:44 | Report Abuse

No wori about other things, Jtiasa is now turning around UP !!!

Posted by xiaoeh > 2021-12-29 16:03 | Report Abuse

wait at 0.605

Posted by Hoot9e > 2021-12-31 16:13 | Report Abuse

giant!!!

Posted by humblechung > 2022-01-01 18:50 | Report Abuse

Giant ? Sure ?