Posted by Investformilkmoney > 1 week ago | Report Abuse

Warrant last day in Monday. Let's see after that.

Posted by Justaboylearning > 1 week ago | Report Abuse

1.50 will be the highest it goes this year.

Posted by Ytl2023 > 1 week ago | Report Abuse

OK re-enter at Rm1.22 many. Too cheap price already compare to outside

Posted by TiffanixLVxHermes > 1 week ago | Report Abuse

q @ 1.20 & below
TP 1.56
😎

Posted by investor77 > 1 week ago | Report Abuse

No reason for price to drop so much, except for Inv Banks not wishing to pay lots for price difference of Call Warrants CR, expiry date Today !! They have to pay 1.21 - 80 cents or 41 cents for every call warrant CR. JTiasa is almost Debt Free, Palms at Peak Production, Large Acreages, Low Production Cost, estd 2k/ ton , vs CPO of 3.800 selling price. Huge profit margin. !!! Though FFB production is low for Q!/24, Revenue will only be slightly less. I would think this time is the lowest price for JTiasa, and after this it should go up, as Eps/ yr, can touch 25 cents. Taking a conservative PE of 7x, Fair Value should be above RM 1.60

Posted by dompeilee > 1 week ago | Report Abuse

A whole battery of call warrants coming due in the next few months @ conversions prices from 1.30 - 1.68 only...if the IBs insist on not paying a cent, what hope of going up is there? Furthermore, this is NOT net-net +ve company!

Posted by sense maker > 1 week ago | Report Abuse

If you have doubts that this counter is overvalued due to any reason, please sell its shares without any hesitation. Cheers

Posted by Investformilkmoney > 1 week ago | Report Abuse

Did Tiffany catch any?

Posted by TiffanixLVxHermes > 1 week ago | Report Abuse

my bag is overloaded with FFB fruits
i will collect if drop below 1.20
😎

Posted by apalumaolagi > 6 days ago | Report Abuse

https://www.reuters.com/world/americas/brazil-soy-output-top-farm-state-may-drop-15-amid-torrential-rains-2024-05-03/

Posted by apalumaolagi > 6 days ago | Report Abuse

there are possibility of fcpo rebound high due to rival oil price increase due to disaster in brazil

Posted by WilburR2 > 6 days ago | Report Abuse

thanks for news

Posted by TiffanixLVxHermes > 5 days ago | Report Abuse

use today GLOVEs profit to top up some more here (sold ALL today GLOVEs stock)
😎

Posted by investor77 > 4 days ago | Report Abuse

Q3 results should be out by 28/5. Half year already 12 cents Eps. This price is undervalued bearing in mind all the positives of JTiasa. Call Warrants CT will be a good buy as it is 1 to 1 ratio, and Expires in January 2025, 8 months to go . JTiasa should be able to climb the RM 1.30 mountain by then. At 19 to 20 cents for CT, it is a very good bargain as many bought at around 30 cents. !!! High leverage of 6 X, as Rm1.20/20.

Posted by EngineeringProfit > 4 days ago | Report Abuse

Interesting............

Posted by WilburR2 > 4 days ago | Report Abuse

steady cpo harvest as per mthly rpt. Should be good qtr

Posted by Ytl2023 > 4 days ago | Report Abuse

Plantation share see slowly going up

Posted by EngineeringProfit > 4 days ago | Report Abuse

Can slowly recollect lah

Posted by Sslee > 3 days ago | Report Abuse

Q3 result will be q to q drop but y to y increase.
Buy when Q3 result out and many will sell because of q to q EPS drop.

Posted by value_invest > 3 days ago | Report Abuse

Q3 is the lowest FFB season compared to Q2 and Market is well aware of this.
This Q3 will be the Best ever Q result. Company produced 216k FFB from Jan to March, best ever Q3 FFB production.
QoQ will be flat and YoY result will be very GOOD increase

Posted by Sslee > 3 days ago | Report Abuse

Production figures for current quarter compared with immediate preceding quarter
Current Quarter
Immediate Preceding Quarter

31 March 2024 31 December 2023
PLANTATION
Crude Palm Oil (MT) 41,717.00 69,092.00

Fresh Fruits Bunches (MT) 216,825.00 345,778.00


Palm Kernel (MT) 9,683.00 16,094.00

Posted by Jeffbkt > 3 days ago | Report Abuse

To me important is its free cash flow. once the company registered higher net cash position and pay higher dividend share price will maintain even result qoq is lowwr posotition

Posted by Sslee > 3 days ago | Report Abuse

By the way, I already spare enough cash to buy more on the dip.

Posted by value_invest > 3 days ago | Report Abuse

@ Sslee-
For FFB 216,825 (MT), profit is estimated around RM45 to RM50m. The previous 2Q FFB 345,778 (MT), the Q2 profit will be RM80mil+ IF you take out the impairment RM32mil on biological assets.
Bullish view on palm oil as the newly elected indonesian president will use palm oil on biodiesel from B35 to slowly increase to B50 in this 2 years. This will substantially reduced the export of CPO by indonesia. He told on the Qatar Economic Forum yesterdays.

Posted by value_invest > 3 days ago | Report Abuse

Jtiasa has huge Free cash flow of RM410 mil per year. And earning of Rm210 to RM220 yearly. NET cash now. Not a single stock in Bursa trade at this price with such HUGE free cash flow.
Market is still not convinced of the "sustainable" results due to the PAST bad memory.

Good time to accumulate past week for this recent correction..

Posted by sense maker > 2 days ago | Report Abuse

Wah. So good meh. The coming EPS, if ada 2-3 sen, shareholders should be happy loh. Yearly eps of RM0.20 remains intact.

Posted by dompeilee > 22 hours ago | Report Abuse

sense maker

If you have doubts that this counter is overvalued due to any reason, please sell its shares without any hesitation. Cheers

6 days ago

Yeah, I DID sell actually...you can check the posts from a few weeks ago: SOLD @ $1.46-1.52. Not now or recently(like Ytl2023) when the price has already deflated 22% from the peak. Cheers

Posted by Sslee > 22 hours ago | Report Abuse

Jayatiasa should move back to new high at end of year when peak havesting begin on second half of 2024.

Posted by apalumaolagi > 11 hours ago | Report Abuse

good closing

FCPO 3921MYRD
+29
+0.75