Haha why so mad Konartist sslleee .. lost in Xingquin n Jaks .. blamed Mr. Uncle ke .. recalled u asked him to shut up in Eversendai … why became mad mad Konartist!🤣🤣🤣
Haha is proven again Kidd Half pass Six Konartist sslleee is a Bright Candle Light in investing.. whatever when he said Buy for Sure is Averaging Down …
For FYE 2025 Management budgeted FFB production 1,211,852 MT, so if CPO price can hold at this elevated price what will be FYE2025 earning? Remember share price will go up if earning go up
Have a good week end and let's kid lepak in i3 for the whole weekend while I am preparing my AGM questions for jayatiasa and Insas.
Market Summary Company Announcements Market Information Market Data Overview As at 15 Nov 2024 05:00 PM Prices are delayed by 15 minutes
Derivatives Night & Day Session Night Session No Name Month Last Done Change Vol (`00) OI 1 FCPO Jan 2025 5,058.0000 +94.0000 42,776 106,804 2 FCPO Feb 2025 5,026.0000 +104.0000 30,519 82,678 3 FCPO Mar 2025 4,930.0000 +102.0000 10,776 38,359 4 FKLI Nov 2024 1,594.5000 -4.0000 5,281 36,361 5 FCPO May 2025 4,680.0000 +88.0000 4,278 20,549 6 FCPO Dec 2024 5,082.0000 +79.0000 3,850 23,144 7 FCPO Apr 2025 4,810.0000 +97.0000 3,531 19,501
Jtiasa CPO production output ( MT) X Monthly Average Price ( RM )
Sept2024 : 23,667 x 4023.5 = 95.22 million
Aug 2024 : 25,238 x 3910.5 = 98.69 million
July 2024 : 20,558 x 4034.0 = 82.93 million
> Total = RM 276.84 million
👉>> Note : Production Output compared Q to Q is increased by 31.91 % …. Illustration Revenue is increased by 31.21 % .
June 2024 : 17,018 x 3957.5 = 67.35 million
May 2024 : 16,419 x 3902.5 = 64.08 million
April 2024 : 13,857 x 4257.0 = 59.0 million
> Total = RM 190.43 million
👉QR June 2024 :
Revenue = RM 224.81 million
PBT = RM 31.07 million ( 13.82 % )
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Note : Figures shl be vary on outsourcing FFB factor … FY23 is 10 % … FY24 is expected 20 % … FY25 ? No worries, Konartist Ssllee Shl has the figure!!!🤔
👉👉👉 And most worried is on FY24 ended June2024 : >>> 100% Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa. ??? 😱😱😱🤔
Haha as said Peak Season is from May to November.. Production Output is increasing from May to August, September is started decreasing…
👉Oct 2024 : 23,013 x 4387.5 = RM 101 million
👉👉Oct 2024 CPO output is reduced compared to August n September 2024 , Illustrated Oct 2024 Revenue is almost the same with August n September 2024 although with Higher Monthly Average Price RM 4387.5 / MT .
Sept2024 : 23,667 x 4023.5 = 95.22 million
Aug 2024 : 25,238 x 3910.5 = 98.69 million
>>> Haha as per FY23 .. Mill utilisation is ard 50% with 10 % FFB is outsourced… FY24 is expected to be 60 % ( Assumption: with more FFB outsourced , 20 % )
A hidden risks : Pulau Bruit is suitable for Hybrid Rice cultivation as announced by state govt on Feb 2024 … small plantation holders may change to Hybrid Rice cultivation upon incentives n subsidies, especially during Palm trees is 19 to 25 years old !
And Rented Land might be progressively is converted to Hybrid Rice cultivation !!!
👉👉👉 “The island’s fishermen association has 1,587 registered members, while 1,004 farmers and 804 paddy growers are working in the area.
CPO Oct-Nov-Dec 2023 vs 2024 illustration >>> monthly output x Monthly Average Price
2023 :
Oct : 26,427 ( 0.0 % ) x 3640= 96.20 million
Nov : 22,774 ( - 13.82 % ) x 3700.50 = 84.28 million
Dec : 19,891 ( - 24.74 % ) x 3656.50 = 72.73 million
Total : 69,092 Ton
> illustrated CPO Revenue = 253.21 million
2023 QR ended December Revenue = 333.46 million
2024 :
Oct : 23,013 ( 0.0 % ) x 4387.5 = 101 million
Assumptions:
1.) Taken Nov n Dec 2023 direct ratio of reduced % Output >>>
Oct 2024 : 23,013 ( 0.0 % )
Nov : ( - 13.82 % ) = 19,833
Dec : ( - 24.74 % ) = 17,320
Total = 60,166 ton
2.) November 2024 illustration on Monthly Average Price :
Nov 1 : 4855 Nov 4 : 4982.5 Nov 5 : 4949.5 Nov 6 : 4967.5 Nov 7 : 5045 Nov 8 : 5060.5 Nov 11 : 5157.5 Nov 12 : 5180.5 Nov 13 : 5064 Nov 14 : 5077.5
Total = RM 50,339.5
Average Price = 50,339.5 / 10= RM 5034
👉Oct 2024 : 23,013 x 4387.5 = RM 101 million
👉 Nov : ( - 13.82 % ) = 19,833 x 5034 = RM 99.84 million
👉 Dec : ( - 24.74 % ) = 17,320 x 5034 = RM 87.19 million
> illustrated CPO Revenue = RM 288.03 million
👉👉>> Note : Production Output compared Q to Q is reduced by - 13.38 % …. Illustration Revenue is increased by + 3.89 % .
Note : Figures shl be vary on outsourcing FFB factor … FY23 is 10 % … FY24 is expected 20 % … FY25 ? No worries, Konartist Ssllee Shl has the figure!!!🤔
👉👉👉 And most worried is on FY24 ended June2024 : >>> 100% Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa. ??? 😱😱😱🤔
Note : Figures shl be vary on outsourcing FFB factor … FY23 is 10 % … FY24 is expected 20 % … FY25 ? No worries, Konartist Ssllee Shl has the figure!!!🤔
👉👉👉 And most worried is on FY24 ended June2024 : >>> 100% Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa. ??? 😱😱😱🤔
Kid, dare to give your real name? I will write to jayatiasa and ask management to take legal action against you for repeating false accusation without evidence to support them on Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa
Refer Jayatiasa FY2024 annual report page: 145
Investments in subsidiaries (contd.) Details of the subsidiaries are as follows: Proportion of Country of ownership interest Name of subsidiaries incorporation Principal activities 2024 2023 % % Direct subsidiaries of the Company Hariyama Sdn. Bhd. Malaysia Development of oil palm plantations, palm oil processing and its related activitie 100 100
Mikecyc Note : Figures shl be vary on outsourcing FFB factor … FY23 is 10 % … FY24 is expected 20 % … FY25 ? No worries, Konartist Ssllee Shl has the figure!!!🤔
👉👉👉 And most worried is on FY24 ended June2024 : >>> 100% Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa. ??? 😱😱😱🤔
Haha just as today the Half past Six Kidd Konartist sslleee on Jaks JHPP that later posted the Kidd contents ..
Oh forgotten the Kidd Konartist sslleee did not understand what is Corporate Structure… earlier on Insas No Corporate Structure.. the Kidd Konartist sslleee just bla bla bla showing the dumbbasx…🤣🤣🤣
Mike-tikus kid had been caught with his pant down many times for using twisted and faked figures and facts to promote jaks.
And this time you had gone too far using your faked figures and facts on jayatiasa to spook jayatiasa shareholders just become I called you as what you are, a cheat, liar, kid with no money, no job, no family, no friend and good for nothing but everyday lepak in i3 cari gaduh.
Haha why so difficult le .. Half past Six Kidd Konartist sslleee .. from Corporate Structure:
100 % : Jaks Power Holding Limited
30 % : Jaks Pacific Power Limited
100 % : Jaks Hai Duong Power Company Limited
Shareholders agreement (SHA) * Shareholders agreement dated 6 July 2015 entered between JPH, CPECC and JPP to regulate their proposed relationship as shareholders of JPP as well as certain matters relating to the management of JPP and also to govern their relationship in respect of matters related to JHDP. * The EPC cost for the project shall not be more than US$1.515b excluding working capital. * The total shareholder funding shall not be more than US$467.125m * Project financing based on debt to equity of 75:25 * In the event additional shareholder’ funding required other than due to project cost exceeding US$1.8685b, CPECC shall provide additional funding in the form of (i) additional RCPS which will reduce JPH effective economic interest and/or (ii) interest bearing shareholder loan at bank interest, at the option of CPECC. * JHDP Board of directors, 3 from JPH and 2 from CPECC. However, 3 years after COD, 2 from JPH and 3 from CPECC. * JPP Board of directors, 2 from JPH and 3 from CPECC. * In the event of deadlock, buyout of opponent procedures will be initiated. * CPECC irrevocably grants to JPH non-transferable rights (option) to increase its effective economic interest in JPP to 40% at such price based on cost of investment plus holding cost. The option is exercisable by JPH up to expiry of 3rd year after the COD.
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Posted by Sslee > 22 minutes ago | Report Abuse
JAKS Pacific Power Hong Kong Limited* ("JPP") holding Indirect JV held through JAKS Pacific Power Limited JAKS Hai Duong Power Vietnam Company Limited* coal-fired thermal("JHDP") power plant
Haha wow Konartist Sslleee is an “ Attention Seeker “ .., approached me 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …
Then Konartist Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas-PB and WC …
After Konartist Sslleee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .
Bursa never disturb KNM due to various reasons. They are aware KNM has a deal going which will lift them out of PN17. They are serously working on it. They just need a bit time. The other reason is that KNM is 75% owned by public. The repercussions will be big is anything happen to them. So we are not so worried about Bursa, as mentioned earlier by some people. We just anxious about the ongoing deal to be confirmed or not. I think so far no bad news as Trump won't become President overnight. Need time to swear in also.
Hariyama already categorized in oil mill in company structure since it own. Hariyama got plantation n mill two business. Is ok to give wrong fact. Just correct it when we know it is wrong.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Mikecyc
46,905 posts
Posted by Mikecyc > 1 week ago | Report Abuse
Haha no worries.. Konartist Ssllee will buy at 1.18 .. but why is dropping ?
Those sharks are best in smelling 🩸 lo …