Posted by calvintaneng > 1 week ago | Report Abuse

Study this post very very very carefully only then you will understand why you must selling palm oil upstream to buy palm oil downstream

Fgv got Saji cooking oil

Tsh jv Wilmar got Arowana Cooking oil selling in China

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET

Posted by Sslee > 1 week ago | Report Abuse

USA is now a big exporter of oil and gas so do you think US is going to be so kind and charitable to push down oil and gas price?

Posted by Sslee > 1 week ago | Report Abuse

By the way Indonesia CPO local price is international price minus duty and levy.
You can check how much TSH pay this duty and levy.

Posted by Sslee > 1 week ago | Report Abuse

A palm oil refinery is not considered as downstream as it is not costly to build a refinery.

So when you are taking about valued added downstream it mean functional fat and oleochemicals.

Posted by Sslee > 1 week ago | Report Abuse

Upstream: Plantation and mill
Midstream: Refinery
Downstream: Functional Fat and Oleochemical

Posted by jjohnchew > 1 week ago | Report Abuse

In the oil palm plantation industry, there were three main chains of activities, including upstream (nursery, planting, and harvesting), midstream (milling, sterilization, and oil extraction), and downstream (specific end-product).


The types of downstream products that are supervised by the Industry Ministry consist of intermediate products such as PKE (palm kernel expeller), crude palm kernel (PK) olein, crude PK stearin, RBD (refined, bleached, deodorised palm oil) (bulk), RBD palm stearin (bulk), RBD palm olein (bulk), palm fatty acid ...

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho yes TSH have advantage on Labour minimum wages on its Indonesia Palm oil plantation… TSH had disposed a plantation n a Mill in Sabah …

Tsh jv Wilmar got Arowana Cooking oil selling in China — only in Sabah not cover Indonesia.

But TSH had serious hidden risk :

TSH : change in Principle Officer :

2) Resignation of Principal Officer : 



A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


Posted by jjohnchew > 1 week ago | Report Abuse

Hoho during Kon ss leee promoting Jtiasa :

I asked him :

1.) what is Indonesia CPO export ban status?

2.) What is Indonesia biodiesel progress status ?

Kon ss leee replied he just want to made money !🤣🤔

Posted by calvintaneng > 1 week ago | Report Abuse

No hidden risk in Tsh

Chairman Kelvin Tan now in charge

Tsh roped in Former Ijmplant boss to be in its BOD

Tsh gave 2.5 sen final dividend
Tsh doing SBB

Every thing is positive

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho no worries ….Trump will take office at the presidential inauguration on Monday, 20 January 2025 .

More shale oil well shl be reopened …. There is time why OPEC did not want to cut Production output le … even Price is Low … main factor: Market segment…

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Kelvin Tan is from Non Executive to Executive.

And Tsh roped in Former Ijmplant boss to be in its BOD.. u did not mentioned the name as in TSH … this old Person is Resigned from Audit function.. re designation to Re planting function..


—-

Posted by calvintaneng > 9 minutes ago | Report Abuse

No hidden risk in Tsh

Chairman Kelvin Tan now in charge

Tsh roped in Former Ijmplant boss to be in its BOD

Tsh gave 2.5 sen final dividend
Tsh doing SBB

Every thing is positive

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho recalled during Armada FPSO First Oil in North Sea on 2017 .. the production cost is $ 25 to $ 32 per barrel



The production cost of a barrel of shale oil ranges from as high as US$95 per barrel to as low US$25 per barrel, although there is no recent confirmation of the latter figure.


Leading oil and gas companies in the U.S. 2021-2023, by lowest production costs. Equinor SAS is the oil and gas company with the lowest production costs for operations in the United States at 4.03 dollars per barrel of oil equivalent.



$10 per barrel

Saudi Arabia has a superpower. Not only is it the largest exporter of crude oil in the world; its production costs for oil projects are also the lowest in the world, at around just $10 per barrel. When around 75% of your fiscal revenue comes from oil, that's a big deal.

👉 The Lowest is $2 per barrel.

-

Russia's production cost that averages USD 15 per barrel) .


-
Oil shale in China is an important source of unconventional oil. A total Chinese oil shale resource amounts of 720 billion tonnes, located in 80 deposits of 47 oil shale basins. This is equal to 48 billion tonnes of shale oil.[1]At the same time there are speculations that the actual resource may even exceed the oil shale resource of the United States.

Posted by speakup > 1 week ago | Report Abuse

Boooo choowwwww 1.27 support broken. Where next support level?

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho TinKosongLeader Kon ss leee going to be lower low again 1.15 ….🤫🤔

Posted by ta5851 > 1 week ago | Report Abuse

https://reccessary.com/en/news/id-regulation/indonesia-delays-b40-biodiesel-implementation

Posted by ta5851 > 1 week ago | Report Abuse

BY 2026, B 50 will be implemented.😍

Posted by ta5851 > 1 week ago | Report Abuse

FCPO price will rebound soon
😆

Posted by jjohnchew > 1 week ago | Report Abuse

Fitch expects CPO prices to weaken in 2025 amid improved yield, higher soybean output. KUALA LUMPUR (Dec 30): Fitch Ratings is expecting crude palm oil prices to retreat from the current level of over US$1,100 to US$800 (RM3,576) per tonne in 2025.30 Dec 2024

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho earlier Promoters blowing B40 by January 2025 … B50 by 2026 …FCPO shl be Uptrend… Now is Delayed 1.5 months Shl be Up also …🤣

Indonesia’s B40 policy, which mandates a 40% palm oil mix with 60% diesel, was initially set to take effect on January 1, 2025. However, officials have confirmed a delay until February, giving businesses a 1.5-month grace period. Furthermore, the government has announced that by 2026, the biodiesel blend will increase to B50

Posted by TheContrarian > 1 week ago | Report Abuse

@MrSslee, check out Hexza. Needs to own only 600,000 shares to be no. 30 largest shareholder.

Posted by Sslee > 1 week ago | Report Abuse

Looking at past 3 years financial results when CPO price was less than RM 4000
With current net cash position andvl current CPO price should I be worried?
Will collect again if price drop below 1.20

FINANCIAL HIGHLIGHTS
FINANCIAL STATISTICS
2024 RM’000
2023 RM’000
2022 RM’000
PERFORMANCE
Revenue 1,015,867 854,952 810,770
Profit Before Taxation 200,256 166,797 200,558
Profit After Taxation 128,966 151,802 134,413
Profit Attributable to Equity Holders 128,867 151,791 134,556
EBITDA 356,544 326,017 382,072
Equity Attributable to Equity Holders 1,472,781 1,379,011 1,270,930

CORPORATE RATIOS
Net Earnings Per Share (sen) 13.31 15.68 13.90
Net Assets Per Share Attributable to Equity Holders (RM)1.52 1.42 1.31
Net Tangible Assets Per Share (RM) 1.52 1.42 1.31
Return on Equity (%) 8.7 11.0 10.6
Return on Total Assets (%) 6.5 7.8 6.5
Gross Dividend (sen) 6.0 3.2 2.8
Gearing Ratio (%) N/A 8 20

PROFIT/(LOSS) BEFORE TAX
BY BUSINESS SEGMENT
2024 RM’000
2023 RM’000
2022 RM’000
Timber Operations and Reforestation (52,303) (5,441) (12,704)
Oil Palm Operations 278,875 190,973 223,457
Others (26,316) (18,735) (10,195)
Total 200,256 166,797 200,558

Posted by Sslee > 1 week ago | Report Abuse

Hexza is in my watchlist.

Posted by jjohnchew > 1 week ago | Report Abuse

>> Referred to QR ended September 2024 :

👉Total Assets : RM 1970 million vs June 2024 RM 1979 million , is reduced by RM 9 million.

👉👉Acquisition n Disposal of PPE :

> Acquisition = RM 9.1 million
> Disposal = ( RM 0.94 million)


>>
a) Financial assets

Trade and other receivables 51,235,000

Cash n balances/ equivalents 228,489,000


total = 279,724,000


b) Financial liabilities

Loans and borrowings 121,292,000


Trade and other payables 93,470,000

Lease liabilities -

total = 214,762,000


a) - b ) = 64,962,000


>>>
Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million ( - 451 million )

2024 : RM 1979 million ( + 24 million )

👉👉Is reduced by RM 427 million from 2019 to 2024 , ie : over 5 years .


👉👉👉 FY24 : Impairment of Total RM 151.2 million!😱🤔



>> Referred to QR ended June 2024 :


a) Financial assets

Trade and other receivables 42,883,000

Cash n balances/ equivalents 283,037,000


total = 325,920,000


b) Financial liabilities

Loans and borrowings 194,229,000


Trade and other payables 84,278,000

Lease liabilities -

total = 278,507,000


a) - b ) = 47,413,000

Posted by jjohnchew > 1 week ago | Report Abuse

Jtiasa FFB Production Output :

👉> 2002 started diversified into Plantation :

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )



> Compared 2024 July- September to 2023 is reduced by - 4.54 %

> Compared 2024 July- September to 2019 is reduced by - 19.4 % .



👉 Question 1 ) Peak Production Season is May to November, why FFB production output is reduced n fluctuated so High ??

1.) More Leased land is terminated ? Or rented land ? Or became Sawah Padi ??

2.) Palm trees r getting old ?? Due to replanting cost ???

3.) Due to Tall Palm trees ( old trees ) labour skill shortage ???

P/S : 2019: 425,801 compared 2024 343,397 is reduced - 19.4 % 😱 in 5 years .

KonLee what Shl be the reduction % in another 5 years ?

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho FFB production output is keep reducing since 2020 vs 2019 ….

FY23 , the 4 Palm Mill utilisation is 50 % , 10 % is outsourced FFB … said FY24 utilisation shl be 60 % .

FY24 , the 4 Palm Mill utilisation is increased from 54 % to 68 % .. blur blur said due to production output is Increased n able to outsourced more FFB .


( > Compared 2024 July- September to 2023 is reduced by - 4.54 % )


And starting year 2025 , MPOC shl carry out spot check on the outsourcing FFB buyers weight machine to ensure accuracy n to prevent malpractices.


原产业部长:保护小园主 棕油理事会明年突检买家
2024年12月28日

吉隆坡28日讯）马来西亚棕油理事会执法人员将从2025年初，开始对油棕买家进行突击检查，以确保称重秤的准确性，以保护小园主的利益。 

种植及原产业部长拿督斯里佐哈里阿都干尼表示，这也符合解决小园主投诉操纵称重秤相关问题的努力。


Jtiasa FFB Production Output :

👉> 2002 started diversified into Plantation :

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )



> Compared 2024 July- September to 2023 is reduced by - 4.54 %

> Compared 2024 July- September to 2019 is reduced by - 19.4 % .

Posted by Sslee > 1 week ago | Report Abuse

Jaya Tiasa Monthly FFB Production
FY2025 FY2024 FY2023 FY2022
Jul 101,601 110,269 71,881 57,090
Aug 123,613 120,312 91,936 66,155
Sep 118,183 129,158 100,131 72,202
1Q 343,397 359,740 263,948 195,446

Oct 110,504 132,551 97,835 70,834
Nov 88,953 114,287 86,810 67,469
Dec - 98,939 80,322 64,331
2Q - 345,778 264,967 202,634

Jan - 87,820 69,891 52,158
Feb - 67,331 58,983 43,722
Mar - 61,673 61,486 55,363
3Q - 216,825 190,360 151,243

Apr - 67,084 61,312 56,299
May - 82,084 78,585 61,834
Jun - 83,967 84,751 70,266
4Q - 233,135 224,649 188,400

YTD TOTAL (MT) 542,854 1,155,478 943,924 737,723
Local Sales Average Selling Price (RM/MT) 772 742 772 1,16

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho as usual TinKosongLeader Kon ss leee is best in Kon maths raw data extraction to Twist facts n figures.. and to confuse forumers …Beware 😱…the last one in Yinson FPSO Charter Contract rate with own manipulated number .

Now on Jaya Tiasa Monthly FFB Production
FY2025 FY2024 FY2023 FY2022

FY2025 is from July 2024 to June 2025 …

> 1Q is correct as per my post :

> Compared 2024 July- September to 2023 is reduced by - 4.54 % )


—-
Posted by Sslee > 12 minutes ago | Report Abuse

Jaya Tiasa Monthly FFB Production
FY2025 FY2024 FY2023 FY2022
Jul 101,601 110,269 71,881 57,090
Aug 123,613 120,312 91,936 66,155
Sep 118,183 129,158 100,131 72,202
1Q 343,397 359,740 263,948 195,446

Oct 110,504 132,551 97,835 70,834
Nov 88,953 114,287 86,810 67,469
Dec - 98,939 80,322 64,331
2Q - 345,778 264,967 202,634

Jan - 87,820 69,891 52,158
Feb - 67,331 58,983 43,722
Mar - 61,673 61,486 55,363
3Q - 216,825 190,360 151,243

Apr - 67,084 61,312 56,299
May - 82,084 78,585 61,834
Jun - 83,967 84,751 70,266
4Q - 233,135 224,649 188,400

YTD TOTAL (MT) 542,854 1,155,478 943,924 737,723
Local Sales Average Selling Price (RM/MT) 772 742 772 1,16

Posted by ta5851 > 1 week ago | Report Abuse

GOVERNMENT
Indonesia rolls out B40 policy for diesel imports, emission cuts starting this month
January 7, 2025
Reading Time: < 1 minute
Save Article
The Ministry of Energy and Mineral Resources (ESDM) began the implementation of the B40 biodiesel policy on Wednesday, January 1, 2025, with the prime target of emission reduction and cut imports cut.

Minister of ESDM, Bahlil Lahadalia, said that with the mandatory determination of B40, the biodiesel quota in 2025 is set to increase to 15.6 million kiloliters (KL). This amount is up by 20 percent from the realization of B35 absorption in 2024 which reached 12.98 million KL. B40 is a mixture of 60 percent diesel fuel and 40 percent biofuel from palm oil.

“We have decided on the increase from B35 to B40. Today, we announce that the policy has been effective as of (Wednesday) January 1, 2025,” Bahlil said on Friday, January 3, 2025.

Meanwhile, he added, that the water content of B40 will continue to be improved from the implementation of this biodiesel.

“There are several things we have to do, we are currently compiling so that the water content can really be fixed. Now it is 320, there are still measures we have to take related to transportation because we will increase the ship’s specifications so that the water content is really as minimum as possible,” he cited.

The government plans to continue with 50 percent biodiesel blending (B50) in 2026 if B40 can be improved. If this goes ahead, Bahlil is confident that Indonesia will not need to import diesel fuel next year.

“So the implementation of B40 in 2025, while preparing for the implementation of B50 in 2026. If this is done, then our imports of Solar, God willing, will definitely no longer exist in 2026. So at the same time, this is part of the presidential order regarding energy security,” he concluded.


Julian Isaac
Journalist

Posted by Sslee > 1 week ago | Report Abuse

Haha hoho a donkey cannot dance puts the blame on the floor is not even

Posted by jjohnchew > 1 week ago | Report Abuse

1st Lies :


Hoho wow Kon ss lee is an “ Attention Seeker “ .., approached my Question 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 Kon 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 and WC …

After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

—-


Conartist Callvin n kon Stockraider had Promoted Netx since 4Q 2019 until early 2021 ..

Posted by jjohnchew > 1 week ago | Report Abuse

PublicInvest ceases coverage on TSH Resource due to slow growth, sluggish FFB yield 
By Faiqah Kamaruddin 
May 21, 2024 @ 11:02am 



KUALA LUMPUR: Public Investment Bank (PublicInvest) is ceasing its coverage of TSH Resources Bhd due to the company's limited growth prospects and sluggish fresh-fruit bunches (FFB) yield. 
The firm said it is reallocating its internal sources to other sectors. 




Investors should no longer depend on any of our financial forecasts for TSH Resources in making investment decisions, nor infer any adverse opinion as a result of our decision to cease research coverage," said PublicInvest. 



In a research note today, PublicInvest said FFB pr13,214 hectaresoduction growth is anticipated to be subdued this year due to the sale of plantation assets in Indonesia and Sabah () over the past two years. 



"Additionally, the average age of the plantations is increasing (currently 13.4 years old), and FFB yield remains low due to insufficient replanting activities in recent years," PublicInvest said.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Jtiasa had more hidden risks than TSH :

1.) TSH : Average tree age 13.4 years …
Jtiasa : Average tree age 14 years ..

2.) Jtiasa facing own plantation is reducing n some lease land is terminated.

3.) Jtiasa plantations in Pulau Bruit is identified by Sarawak govt is suitable for Hybrid Rice cultivation on February 2024 .

4.) TSH reserve n retained earning is sufficient for the Replanting…. But JTIASA is much Not Sufficient for Replanting Cost .

Posted by jjohnchew > 1 week ago | Report Abuse

Jtiasa : Replanting cost


Hoho an illustration:

Replanting started from 2002 … to 2005

Total Planted Area = 69589 hectares

Future Replanting cost = 69589 x 25,000 =. RM 1.74 billion.


—-

Jtiasa

QR September 2024 :

Other Reserves n Retained Earnings = RM 0.548 billion


QR September 2023 :

Other Reserves n Retained Earnings = RM 0.466 billion


QR September 2022 :

Other Reserves n Retained Earnings = RM 0.311 billion


QR September 2021 :

Other Reserves n Retained Earnings = RM 0.200 billion



Compared to 👉TSH :

Planted Area : 39,000 hectares

QR September 2024 :

Other Reserves n Retained Earnings = RM 1.52 billion

Posted by Sslee > 1 week ago | Report Abuse

Hahahaha do you need retained earning for replanting?
Can you do your replanting form your cash flow?
Per year need to replant how many hectare?

Jayatiasa already answer replanting cost
The cost per Ha is as follows:
Land preparation & seedling: RM7,500 per Ha
Upkeep Year 1: RM3000 per Ha
Upkeep Year 2: RM3500 per Ha
Upkeep Year 3: RM4000 per Ha

Know how much is Jayatiasa cash flow?
And how much Jayatiasa distributed the dividend from retained earning?
Know what is the productivity of a 14 year palm tree?

Repost:
Key facts about oil palm:

Oil palms are perennial crops with a productive lifespan of 25-30 years
They produce two types of oil: palm oil from the fruit’s flesh and palm kernel oil from the seed
Oil palms are the highest-yielding vegetable oil crop per unit area
Major producing countries include Indonesia, Malaysia, Thailand, and Nigeria

Oil Palm Yield by Age
Understanding the oil palm yield by age is crucial for effective plantation management and long-term planning. Oil palms have a distinct yield pattern throughout their productive lifespan:

Years 1-3: Establishment phase with no significant yield
Years 4-7: Rapidly increasing yield as palms mature
Years 8-15: Peak production phase
Years 16-25: Gradual decline in yield
Beyond 25 years: Significant decrease in productivity, often leading to replanting
Here’s a more detailed breakdown of the oil palm yield by age:

Age (Years) Approximate Yield (Tons of Fresh Fruit Bunches per Hectare)
3-4 5-10
5-7 10-20
8-15 20-30
16-20 15-25
21-25 10-20

Posted by Sslee > 1 week ago | Report Abuse

RM’000
Current year-to-date 30 Jun 2024
Corresponding year-to-date 30 Jun 2023

Net cash generated from operating activities 360,029 297,188
Net cash used in investing activities (114,828) (44,406)
Net cash generated from/(used in) financing activities (195,301)(287,106)
Effect of exchange rate changes 18 184
Cash & cash equivalents at beginning of financial period 194,204 228,344
Cash & cash equivalents at end of financial period 244,122 194,204

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho repost on TinKosongLeader Kon ss leee twisted on Jtiasa replanting cost:

1020 hectares in Simalau Plantation:

Year 1 : RM 18.9 million
Year 2 : RM 25.2 million
Year 3 : RM 32.4 million

Total = RM 76.5 million

>>> RM 75,000 per hectare/ 3 years >>> RM 25,000 per hectare / year … compared to my earlier post RM 30,000 per hectare .


Currently, replanting costs range from RM20,000 to RM30,000 per hectare, translating to an estimated RM13 billion for a comprehensive national replanting initiative targeting oil palms over 25 years old.8 Oct 2024

https://www.mpoc.org.my › oil-pal...
Oil palm industry's future hinges on urgent replanting thrust in Budget 2025 - MPOC



—-

Hoho very cheap le .. 32.4 m / 1020 / 3 =. RM 10,588 per hectare.

MPOC ke … KonLee u referring to ??? 🤣🤣🤣🤔or u …


Posted by Sslee > minutes ago | Report Abuse
An average IQ person will know that the planting cost refer is in cumulative 3 years RM 32.4 million for 1020 hectare. 

After that you can start havesting the FFB on the 4th year abit the FFB production is low.

Posted by Sslee > 1 week ago | Report Abuse

Since the AGM Q&A on replanting is not very clear thus I wrote in seeking clarification and the replied:

Dear Mr Lee,

Thank you for reaching out to us. Please refer to our response in blue, and kindly disregard our previous response.

We apologize for any confusion caused.

Happy New Year to you too.


Best regards,
Dennis

The cost per Ha is as follows:
Land preparation & seedling: RM7,500 per Ha
Upkeep Year 1: RM3000 per Ha
Upkeep Year 2: RM3500 per Ha
Upkeep Year 3: RM4000 per Ha

Total replanting cost: RM18000 per Ha

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho no worries .. Replanting cost is still short of RM 1.2 billion over next 3 years, ie RM 400 million/ year ..

Jtiasa : Replanting cost


Hoho an illustration:

Replanting started from 2002 … to 2005

Total Planted Area = 69589 hectares

Future Replanting cost = 69589 x 25,000 =. RM 1.74 billion.


—-

Jtiasa

QR September 2024 :

Other Reserves n Retained Earnings = RM 0.548 billion

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Kon ss leee earlier said Jtiasa did not reply his AGM questions personally but referred to AGM minutes….

Is MPOC not doing their job ???

Posted by Sslee > 1 week ago | Report Abuse

Only Donkey will come out from his ass on 3 years replanting LOL

Posted by jjohnchew > Jan 8, 2025 9:44 AM | Report Abuse
Hoho no worries .. Replanting cost is still short of RM 1.2 billion over next 3 years, ie RM 400 million/ year ..

Jtiasa : Replanting cost

Hoho an illustration:

Replanting started from 2002 … to 2005

Total Planted Area = 69589 hectares

Future Replanting cost = 69589 x 25,000 =. RM 1.74 billion.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho even on CPO Production Cost … TSH reply is Direct … where as JTIASA: Average production cost RM 2709 … Production Cost Below RM 3000 …

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho as usual Dumbasxx TinKosongLeader Kon SS leee Twisting n Twisting…

👉 BTW what is Agogo n Anna Nery Loans !!!


Optional Charter Contract ke … hope not like Armada FPSO Claire lo … Optional contract is Not extended… Armada taken Legal action but is Failed …. Esp FPSO Agogo oil field is in Africa.


And by the way donkey is FPSO agogo Firm: 15 years (USD 4.6 billion)
Optional: 5 x 1-year (USD 0.7 billion) is cheaper than FPSO Anna Nery 25 years (2023 - 2048) (USD 5.5 billion)?


Posted by Sslee > minutes ago | Report Abuse
USD Billion 
FPSO Anna Nery HY (SOV) Brazil 5.7 
FPSO JAK IG Ghana 1.8 
FPSO Helang IG Malaysia 1.1 
FPSO AJ - Nigeria 0.8 
FSO PTSC Bien2 Sov Vietnam 0.1 
FPSO PTSC Lam3 Sov Vietnam 0.006 
FPSO Agogo IG Angola 5.4 
FPSO Maria Quitéria HY (SOV) Brazil 5.3 
FPSO Atlanta - Brazil 2.2 
Total 22.2

Posted by jjohnchew > 1 week ago | Report Abuse

Repost :

Hoho as usual KonartistLee is best in twisting with his Tikus eyes …


Extracted key points :


👉👉👉2.) Replanting : 2002 to 2023 is 21 years .


👉👉👉Hoho Palm oil trees 19 years age is considered old trees … need Replanting by 25 years age . 


Posted by Sslee > days ago | Report Abuse


It takes about four years for oil palms to produce fruits suitable for harvest. Each tree will then continue to produce fruit for up to 30 years .


—-


Posted by jjohnchew > hours ago | Report Abuse

Simalau Plantation : 4,866 hectares 


Simalau Plantation,kuala Niah. 98200,niah, Miri,SARAWAK. 


Project commence : 2002 


Project complete : 2005 


>> 


1.) not in Pulau Bruit . 

👉👉👉2.) Replanting : 2002 to 2023 is 21 years .

👉👉👉Hoho Palm oil trees 19 years age is considered old trees … need Replanting latest by 25 years age .

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho that’s why FFB Production output is reducing…the gimmick is on the outsourcing FFB between 10 % to 20 % … But starting year 2025 , MPOC will carry out Spot Check on outsourced FFB buyers weight machine n recording to prevent malpractices as complaints by the smallholders …


Jtiasa FFB Production Output :

👉> 2002 started diversified into Plantation :

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )



> Compared 2024 July- September to 2023 is reduced by - 4.54 %

> Compared 2024 July- September to 2019 is reduced by - 19.4 % .

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho repost on Yinson… going to be insolvency ke .. but is not Jaks lo as TinKosongLeader Kon ss lee said :

Hoho just to simplify:

👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year .


QR October 2024 : Revenue RM 1900 million, ie 50 % contribution from FPSO Anna Nery … >>> 1900/2 x 4 = RM 3800 million/ year .

Total Revenue/ year = RM 7776 million

👉 Gross Profit 40 % =. RM 3110.4 million


Administrative Expenses RM 185 m x 4 = RM 740 m / year …


QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .


👉 Total Loans to be paid in 25 years = RM 774.8 million/ year


👉👉 Total expenses ( excluded Hedge , SBB ) / year = RM 3258.1 million


👉👉👉 Total Expenses / year - Total Gross Profit / year = RM 147.7 million , ie : SHORT of Expenses Fund RM 147.7 million.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho ssleee i am name dropping again lo … nowadays only use this name :

👉 Hoho I am posted Top Glove TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .. 
 




And posted the study on Nitrile Gloves Demand vs Supply of 7 Local Gloves company on August 2020 that Supply Shl fulfil Demand in 12 months …

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho going down to 1.19 ke .. then lower low again at 1.15 ke …

This round who will push up the price ? :

1.) 1.20 - 1.41 ( Serba Story Teller buy What u Not Understand, but he said did not hold any Jtiasa shares ? ) .

2.) 1.42 - 1.53 ( oredi sailang all his investing capital.

👉 TinKosongleader Kon ss leee abg in Next n Insas Wayang , Stockraider aka Soohaitrader shouting 1.51 to 1.60 to 1.80 wow ….

Are these abg adik Tikuss oredi escaped….🤣🤫

Posted by speakup > 1 week ago | Report Abuse

Bursa panic selling today. Why ah?

Posted by sohaitrader > 1 week ago | Report Abuse

haha johnchew dah panic dy .. simply said i shouting 1.51 to 1.60 to 1.80 hahaha .. funny .. go check my comments la .. you are the one keep lure ppl to buy jtiasa... go makan ubat la kalau sudah kisiao .. lapsap

Posted by sohaitrader > 1 week ago | Report Abuse

i told you all dy .. now market is dangerous .. especially US market .. dont play play .. sometimes keep some cash for good bargains hunting wont be wrong ...