Mikecyc

High 1.240
Low 1.150
Open 1.150
Volume 11,062,700

VWAP 1.198

18 hours ago

pang72

Later uncle YY updated his plantation excel sheet will find most undervalued plantation stock is jtiasa

18 hours ago

Ytl2023

Today my top 2. Ytl and jtiasa. Both flying

18 hours ago

Mikecyc

Haha Mr KYY pick on plantation is MHC …..

18 hours ago

Mikecyc

Haha MHC with Good result but tak Jln le …

17 hours ago

Mikecyc

Haha thanks to Serba Kidd …

17 hours ago

Mikecyc

Haha oh Calvin pick Rsawit with good result also tak Jln le …

17 hours ago

Philip ( buy what you understand)

One that posted to every thread and talk jalan I think is Jaks which actually drop to 12 cents which is worth a little bit more than jtiasa earnings this quarter. Question now become why doesn't jtiasa buy the entity of Jaks with it's earnings from 4 quarters? But good sense it definitely doesn't make. Jaks results so bad no one even bother to comment anymore except those traders become long term holder

17 hours ago

Mikecyc

Haha Jtiasa one call warrant going to be matured on 29/11/2024 … let’s see the tug of war between the Big Shortist n Serba Kidd …

17 hours ago

Mikecyc

Haha as said I am try to catch starting up trend level to Point 1 ( Peak Range ) after my Volume Play case study on PA on 2021 … Oredi did on Capital A catch the lowest price 0.56 , n my cost is higher 2 sen ….

Now is on Jaks which is a much Less Risks calculated risk stock …

17 hours ago

Mikecyc

Haha as posted earlier my attention on Jaks after Konartist sslleee posted sold Jaks on April 2023 …

17 hours ago

awieze

tomorrow continue fly

17 hours ago

Sslee

Aiyoyo my fault again trapped someone at 44 floor HRC and then trapped that same person again at jaks 24 floor.

17 hours ago

Sslee

So did that someone also trapped himself at Insas when I sold most of my insas at RM 1.20+?

17 hours ago

Mikecyc

Haha what a Kidd Konartist sslleee still blame here blame there .. spooked here spooked there ..🤣

16 hours ago

Mikecyc

. Remember Do 3 Own : Own Homework, Own Analysis and Own DecisionS as only you know your Risk level .

DecisionS: is changed Upon new information, new facts n figures.

16 hours ago

awieze

qr3 result marvelous

16 hours ago

G-boy

27/11/2024
sslee 1:0 mikecyc

16 hours ago

Mikecyc

4.) Point 1 to Point 4 case study :
Point 1 = Peak Range … Point 2 = Slide Down …. Point 3 = Swing Swing Swing range ….. Point 4 = Downtrend..

During The Konartist play Crack Spread Wayang to promote Hengyuan at RM 7.00 in Insas … ethical Sifu 3iii posted Market is on Sale … I am posted is in Point 1 = Peak Range..later the Konartist asked me on Hengyuan n Petronm Point 3 and Point 4 ..


I am posted Point 1 to Point 4 case study in YTLpower forum also !

16 hours ago

calvintaneng

Tikus mikecyc hahaha

Still telling old grandmother stories

People in Jtiasa are so joyful while you languish in the jaws of Jaks?

Apa macam your dinosaur sifu 3iii never teach you the correct way to invest??

16 hours ago

Mikecyc

Haha need to reply Conartist Callvin again :

My investing divided into 2 categories:

1.) Growth n Dividend stock : pls refer to ethical Sifu 3iii .

2.) calculated risk stock …

16 hours ago

Sslee

Jayatiasa quarter end 30 Sept 2024
CPO ASP RM 3935
PK ASP RM 2452

Moving forward:
Oct 2024
CPO ASP abt 4387
PK ASP abt RM 2770

Nov 2014
CPO ASP so far abt RM 4900
PK ASP so far abt 3500

So if CPO and PK ASP can maintain at this elevated price what will be Jayatiasa quarter ended 31/12/2024 result?

We will find out end Feb 2025.

16 hours ago

Mikecyc

Haha Calvin since u r here … I am still curious on u replied my call that happily retired ..ran road on December 2020 for 3 months … why ah ?🤣🤔

16 hours ago

G-boy

mike have a good memory skill...can korek till 10years ago story come out goreng..
if use in correct way, incredible life...haha

16 hours ago

Mikecyc

Haha CPO ASP RM 3935 vs Average QR CPO Average Price = 3989

—-
Posted by Sslee > 14 minutes ago | Report Abuse

Jayatiasa quarter end 30 Sept 2024
CPO ASP RM 3935
PK ASP RM 2452

—-

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

Average QR CPO Average Price = 3989

> 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 % )


> Compared QR June 2023 :

Revenue = RM 199.02 million

PBT = RM 40.33 million ( 20.26 % ) 😱😱😱🤔

16 hours ago

calvintaneng

hahaha Mikecyc the tikus relied on dinosaur 3iii theory of stalled dead stocks like nestle and dlady ?


3iii cannot save himself and so how to save poor mouse

Palm oil now exceeded 2008 & 2012 Palm bull time when Cpo was highest at Rm4000 MT

now Cpo is over Rm4700

how to miss ?

🌴 🌴 🌴 🔥 🔥 🔥

better leave dinosaur and Follow Cold Eye as he got 12 million Jtiasa share

hahaha

16 hours ago

Mikecyc

>> QR September 2024 :


Revenue = RM 271.66 million

PBT = RM 101.35 million ( 37.31 % )



>> QR September 2023 :


Revenue = RM 248.0 million

PBT = RM 93.04 million ( 37.52 % )




👉QR June 2024 :

Revenue = RM 224.81 million

PBT = RM 31.07 million ( 13.82 % )


> Compared QR June 2023 :

Revenue = RM 199.02 million

PBT = RM 40.33 million ( 20.26 % ) 😱😱😱🤔

15 hours ago

Save

Hi, Mr Lee, Please update us the AGM questions ya. Thanks

15 hours ago

s3phiroth

Those who can attend the agm pls help me to ask what is the cost per tons cpo?

14 hours ago

Mikecyc

Haha this is a Good Question… Insider had said once Acerage RM 2750 / mt … but had said twice Below RM 3000 / mt …

14 hours ago

Mikecyc

High 1.250
Low 1.150
Open 1.150
Volume 15,172,900
Volume (B/S) 119,100 / 208,000
Price Bid/Ask 1.230 / 1.240

VWAP 1.209

14 hours ago

Mikecyc

Haha Recap :


>> QR September 2024 :


Revenue = RM 271.66 million

PBT = RM 101.35 million ( 37.31 % )



>> QR September 2023 :


Revenue = RM 248.0 million

PBT = RM 93.04 million ( 37.52 % )


—

2024 : Monthly Average Price ( RM / Ton ) :

July. : 4034.0
August : 3910.5
September: 4023.5


2023 : Monthly Average Price ( RM / Ton ) :

July. : 3897.0
August : 3805.0
September: 3727.0

14 hours ago

Mikecyc

Haha another Actor whom never post facts n figures..

G-boy
jtoh1985 | Joined since 2013-02-03



—-

Posted by G-boy > 3 hours ago | Report Abuse

mike have a good memory skill...can korek till 10years ago story come out goreng..
if use in correct way, incredible life...haha

13 hours ago

Sslee

Anyone attending Jaya Tiasa AGM tomorrow, kindly persuade the BOD to bring forward interim dividend to this year in order to avoid the 2% dividend tax next year.

12 hours ago

Save

What happen to FCPO, trying to break out of these few days downtrend channel tonight despite weaken USD?

10 hours ago

calvintaneng

Thailand banned Cpo export

B40 by Jan 2025 will be mandatory

panic buy to store up

😄

https://en.antaranews.com/news/332557/indonesia-plans-gradual-shift-to-b100-biodiesel-for-energy-security

9 hours ago

calvintaneng

Palm oil now near Rm5000 a MT

when B100 is here can expect palm oil to chase up olive oil price

how much is olive oil price ?
Rm8000 to Rm40,000 MT

will be crazy prices

https://www.selinawamucii.com/insights/prices/malaysia/olive-oil/

9 hours ago

Sslee

Biodiesel is a loss making business. Indonesia governmemt used palm oil export lavy and duty to support biodiesel.

Indonesia government B40 is to take up excess palm oil from market to support price. So please forget about B100 or palm oil at RM 8000.

If market is short of palm oil, Indonesia government as a responsible government should and will reduce the biodiesel blending mandate.

2 hours ago

Sslee

A very high CPO price will cause world inflation as many products:
Home care, personal care, health care, health supplement, cosmetic, bakery, confectionery, creamer, ice-cream, snack food, pet food, sauce, animal feed and thus diary, plastic, rubber and etc contain or make from palm and palm derivatives.

1 hour ago

Sslee

Send below email to Jaya Tiasa IR last night
Dear IR.

I would not be able to attend the Jaya Tiasa AGM in person tomorrow as I had work commitments. Here I would like to thanks BOD and Management team for another very good set of positive results for Quarter 1 ended 30th Sept 2024: EBITDA RM 146.527 million, PBT RM 101.351 million, PAT RM 72.391 million (EPS 7.47 cent)

Please allow me to appeal to BOD to bring forward the March 2025 interim dividend to this year in order to avoid paying dividend tax of 2% next year.

I believe the major shareholder will also agreed to such arrangement

Thank you

Have a smooth AGM meeting tomorrow

Best Regards
Lee Soon Sheng

1 hour ago

Mikecyc

Indonesia Mau Pakai Biodiesel B100? Mahalnya Minta Ampun!
Ardhi Suryadhi - detikFinance
Minggu, 18 Feb 2024 14:00 WIB


Bandung - Penggunaan bioenergi atau energi terbarukan yang berasal dari bahan baku organik terus digaungkan di berbagai negara, tak terkecuali Indonesia.
Namun usai euforia B30, apakah Indonesia benar-benar bakal melompat ke B100? Ya jika ditanya ada keinginan tentu saja pengin, namun berani bayar mahal?
Menurut literasi Kementerian ESDM, B30 merupakan program pemerintah yang mewajibkan pencampuran 30% biodiesel dengan 70% bahan bakar minyak jenis solar, yang menghasilkan produk Biosolar B30.


Program ini diberlakukan mulai Januari 2020 sesuai Peraturan Menteri Energi dan Sumber Daya Mineral (ESDM) Nomor 12 tahun 2015 tentang Perubahan Ketiga atas Peraturan Menteri ESDM nomor 32 tahun 2008 tentang Penyediaan, Pemanfaatan dan Tata Niaga Bahan Bakar Nabati (Biofuel) sebagai Bahan Bakar Lain.
Sementara B100 adalah istilah untuk biodiesel yang merupakan bahan bakar nabati untuk aplikasi mesin/motor diesel berupa ester metil asam lemak (fatty acid methyl ester/FAME) yang terbuat dari minyak nabati atau lemak hewani melalui proses esterifikasi/transesterifikasi.

Proses transesterifikasi adalah proses pemindahan alkohol dari ester, namun yang digunakan sebagai katalis (suatu zat yang digunakan untuk mempercepat laju reaksi) adalah alkohol atau methanol.

Proses pembuatan biodiesel umumnya menggunakan reaksi metanolisis (transesterifikasi dengan metanol) yaitu reaksi antara minyak nabati dengan metanol dibantu katalis basa (NaOH, KOH, atau sodium methylate) untuk menghasilkan campuran ester metil asam lemak dengan produk ikutan gliserol.
Menurut Santosa, CEO Astra Agro Lestari, penggunaan sawit untuk biodiesel B35 diperkirakan bakal meningkat hingga 2 juta ton ke depannya.

"Namun kalau pertanyaannya, apakah kita bisa bikin dari B35 lalu lanjut ke B100? Jawabannya, bisa! Namun biayanya yang jadi soal," ujarnya saat berbincang dengan media di Bandung, Jawa Barat Jumat (16/2/2024).

"(Sebagai perbandingan) saya pernah uji coba produksi 100 liter E100 (bioethanol) untuk (pameran otomotif) GIIAS. Ini sengaja kita lakukan untuk riset, dan berhasil. Tetapi itu saja jika dihitung rata-rata, biaya per liternya Rp 15 juta," Santosa melanjutkan.

Jadi secara teknis, Indonesia mampu membuat biodiesel B100 ataupun E100. Tetapi soal biaya ini yang menjadi PR besar, berapa harga jual ke konsumen? Ataupun akan jadi seberapa bengkak subsidi yang harus dikeluarkan pemerintah?

Selain biodiesel, pemerintah sejatinya juga telah mengatur BBN jenis lainnya yakni bioetanol yang dikenal dengan istilah E100 dan minyak nabati murni atau dengan istilah O100.

Untuk pemakaiannya, biodiesel dan bioetanol akan dicampurkan dengan bahan bakar fosil pada persentase tertentu. Dalam hal ini, untuk biodiesel dicampurkan dengan solar, sedangkan bioetanol dicampurkan dengan bensin.

49 minutes ago

Mikecyc

Haha Recap on why Indonesia is urgent to implement Biodiesel from B35 to B40 to B50 by 2025-2026 :

1.) EUDR :

Postponement of EUDR's entry into application


The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.


2.) Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.

3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.

> In 2023, Indonesia exported around 4.82 million metric tons of palm oil to China, indicating an increase from the previous year. Indonesia exported a total of approximately 27.5 million metric tons of palm oil in that year.

ie : 17.5 % CPO is exported to China on 2023 .


4.) Indonesia, the world's largest palm oil producer, likely consumed 11.9 million mt, or 26.6% of its total production, of the vegetable oil as a biodiesel feedstock in the marketing year 2022-23 (October-September), according to a US Foreign Agricultural Service report released August 2023.

For MY 2023-24, the agency expects Indonesia's industrial use of its palm oil supply to rise to 12.7 million mt, or 27.6% of its production for the year.

45 minutes ago

Mikecyc

Haha as posted earlier:

废弃食用油（UCO）


中国出口退税新制 可能打击棕油需求
2024年11月19日

吉隆坡19日讯）在中国政府决定取消对废弃食用油（UCO）出口退税优惠后，中国的废弃食用油出口可能会大幅下降，这一举措可能连带导致中国对棕油的需求减少。

中国是目前已知的最大废弃食用油出口国，美国和欧盟是其主要买家之一。

44 minutes ago

Mikecyc

Palm oil biodiesel use will be frozen at 2019 volume levels and then, from 2023, progressively phased out by 2030 in the EU's green targets.

41 minutes ago

Mikecyc

Haha but indeed CPO price hike is good to Felda Settlers …

37 minutes ago

Mikecyc

Haha in my observation, in long run only those small plantations holders n RSPO certified Listed Plantation companies ( eg : Sime Plant ) shl be the winners .

Jtiasa is only certified with MSPO .

The announcement for the MSPO Certification Scheme to be made mandatory was back in 2017, and the mandatory implementation of MSPO Certification Scheme was made by the end of December 2019.

29 minutes ago

Mikecyc

Haha FGV RSPO-certified?

In the process of certifying our mills, we had also certified about 40,000 FELDA schemed smallholders.

20 minutes ago

Sslee

In the long run No Deforestation, No Peat, No Exploitation (NDPE) sustainability policy commitment that aims to create a more environmentally and socially responsible palm oil industry will cause supply to be stagnant or decrease but demand will continues increase due to population and living standard increase.

16 minutes ago

Mikecyc

Haha oh if FGV need to be certifying its mills under RSPO supply chain … it need to certify the Upstream also ..

15 minutes ago

Mikecyc

Haha recap partially:

3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.

And

废弃食用油（UCO）


中国出口退税新制 可能打击棕油需求
2024年11月19日

吉隆坡19日讯）在中国政府决定取消对废弃食用油（UCO）出口退税优惠后，中国的废弃食用油出口可能会大幅下降，这一举措可能连带导致中国对棕油的需求减少。

10 minutes ago