Haha during Conartist Callvin blowing Indonesia Biodiesel B100 in TSH … I had posted an Indonesia article that the cost is too high as per the small volume experiment !

Indonesia oredi facing funding issues on the new capital city IKN …

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.


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.


👉Question :

1.) If Indonesia is restricted to export CPO to EU , what is the impact to the CPO exporters ?

2.) Why TSH FY21 Top 3 n Top 4 substantial shareholders Top 3 Tunas with 4.92 % n Top 4 Embun Yakin with 4.88 % disposed the shares during 2022 price Uptrend ?

3.) Why TSH following Principle Officers Resigned:

>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


4.) Why Jtiasa 2nd Major shareholder Genine : 14.68 % keep disposed share until balance 6 % .

👉 Genine started disposed 8.68 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.


5.) Jtiasa FFB production output is reduced significantly compared to 2019 :

> 2002 started replanting:

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 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )

Haha Conartist Callvin still dumb dumb promoting TSH even so many Principle Officers r Resigned .. must be Trapped High like Konartist Sslleee in Jtiasa:

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


Haha Jtiasa compared to Sime plant / SDG :

1.) as posted earlier, SDG is RSPO certified where as Jtiasa is MSPO certified !

2.) as posted earlier , SDG plans to employ 100% local workers by the end of 2027 with a minimum wage of RM3,000.

SDG is currently advancing works in innovative harvesting machines for the future, including unmanned ground vehicles (UGV), drones, robotics arms, and detection systems to be used in its plantations.

👉 Question : Asked earlier to Konartist sslleee what improvements had been done / taking by Jtiasa ? No reply is Nil ke !!


3.)

SGD :
Current Ratio 1.18
Debt-Equity (DE) Ratio 0.69
FCF Yield -0.3 %

Jtiasa :
Current Ratio 2.73
Debt-Equity (DE) Ratio 0.34
FCF Yield 20.22 %


Jaks :
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %


👉 Question: Konartist sslleee is SGD having Cash Flow issues as FCF Yield is - 0.3 % compared to Jaks + 0.81 %


—-


Posted by pang72 > 2 hours ago| Report Abuse

SIME plant up 6.5% to $4.90 
FF coming to plantation... I guess...

Haha Repost :

Jtiasa :

FY2016

Total Land Area : 84,483 hectares

Estimated Plantable Area : 69,589 hectares ( 82 % ) .

>>>

FY2023

Top 4 Biggest Plantable Area :


Lassa Plantation : 16,287 hectares


Daro Plantation : 9,841 hectares
(Bumi Daro yang luas membahagikan Daro kepada dua bahagian utama iaitu di bahagian tanah besar dan bahagian pulau yang dikenali sebagai Pulau Bruit.)


Hariyama Plantation: 9,645 hectares

Eastern Eden Plantation: 8,580 hectares


And

Simalau Plantation : 4,866 hectares

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


Replanting schedule:

Project commence : 2002

Project complete : 2005

>>


1.) not in Pulau Bruit .

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

Haha FY24 dividend is ex on September 2024 … time for Unloading le !!!

Haha r u that dummbbasx ke … as posted earlier let’s see LSS5 2000 MW EPCC tender award is scheduled to be announced starting on November 2024 .. as reference to LSS4 n CGPP .. announcement Shl took 3 months to complete!

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.


—-

Posted by Sslee > 10 minutes ago | Report Abuse

By March 25 what will be jaks price when Q4 ended 31/12/2024 big red red with impairment of receivables?

Haha wow Opportunists BlowerPang is blowing ke .. practise FIFO had record of U-Turn in half a day .. let’s see !

Haha as usual a Konartist is Best in Pretending, Twisting, Diverting, telling lie by lie … directing Wayang n Setup Trap like ROI competition blog on Insas during price Low ard RM 0.80 at June 2023 ( 1 year period) , invite Sifu Sifu to Participate!🤣

Haha the Dumbasx Konartist sslleee getting mad le …Mukah to Pulau Bruit is 90.9 km ..

Pls don’t take wrong medicine le .. don’t toxic Indonesia land le … fly safe back to home town le !
—-
Posted by Sslee > 21 minutes ago | Report Abuse

Why Mike-tikus is so stupiiiiid?
If you bought over the rentend land from the land owner what will happen then?

Don't tell me Mike-tikus with IQ of tikus cannot think?

Haha the reduction of Pulau Bruit Rented Land by 11.35 % causing FFB output is reduced le :

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 )

Haha why Jtiasa latest replanting ( recalled 3000 ha or 5000 ha as sslleee posted ) in Miri … Not in Pulau Bruit ! Going to be reduced more than the 11.35 % ke …..

Haha bought from Samling group in Miri ke ? Rsawit also sold Miri land on 2023 for RM 165 million!

—-

osted by Sslee > 2 minutes ago | Report Abuse

Again proven Mike-tikus only know how to cut and paste without knowing what he paste.
Wealth Houses Plantation 6,000 (Ha)

KUALA LUMPUR (July 4): Jaya Tiasa Holdings Bhd is acquiring 825,000 shares or a 55% stake in Wealth Houses Development Sdn Bhd (WHD) for RM52.25 million

Haha must thanks to sslleee information le on TOP 10 PROPERTIES OF THE GROUP AS AT 30 JUNE 2024

Where as mine is as at June 2023 !

Reduced by 11.35 % !😱

Haha wow so Fast le the Rented Land is oredi reduced 11.35 % as at June 2024 where as the Pulau Bruit land suitable for cultivating hybrid rice is announced on 20/2/2024 … what a scary hidden risk !!😱🤔

Haha Rented Land :

👉Area : 52,880 hectares ( 76 % of planted are ) .

is reduced to as at June 2024 :

Pulau Bruit Bruit Land District Rented land Oil Palm Estate,
CPO Mill, Building & Quarter 46,880 hectares 16 years 93,763 -


52880 - 46880 = 6000 hectares..

So Rented Land going to be reduced further for Hybrid rice cultivation ke ????

Haha chamloh :


Posted by Sslee > 23 minutes ago | Report Abuse

TOP 10 PROPERTIES OF THE GROUP AS AT 30 JUNE 2024
Description Tenure Existing use Area Approximate age of building
Net BookValue (RM’000) Date of Acquisition

Pulau Bruit Bruit Land District Rented land Oil Palm Estate,
CPO Mill, Building & Quarter 46,880 hectares 16 years 93,763 -



> Compared Posted by Mikecyc > Nov 1, 2024 2:22 PM | Report Abuse
Haha Repost :

Jtiasa
Haha interesting le , 👉referring to Annual Report FYE2023 :
Top 10 List of Properties Owned :

1.) Pulau Bruit , Bruit Land District

👉Tenure : Rented land

Existing use : Oil Palm estate, CPO mill , Building & Quarter


👉Area : 52,880 hectares ( 76 % of planted are ) .


Approximate age of building: 15 years

Haha why le so Pokkai ke Conartist!🤣🤣🤣🤔

Haha Repost from TSH :



Posted by Mikecyc > 16 hours ago | Report Abuse

Haha Why Conartist Callvin cannot afford a Cruise Ship ticket holiday to Thailand on December 2019 as he posted Gain 7 Figures on 2019 !🤣🤣🤣🤔

Told Lie by Lie onboard of a Cruise Ship , along the way Promoting Netx !

Haha repost :


Posted by Mikecyc > 16 hours ago | Report Abuse

Haha why Big Cannon Conartist Callvin replied my call that he is happily Retired on December 2020 .. ran Road for 3 months.. forumers in Netx said Big Cannon is chasing by Ah Long !🤣😱🤔

Haha Repost from TSH :

Posted by Mikecyc > 6 hours ago | Report Abuse

Haha during Conartist Callvin promoting Netx … his partner is Stockraider.. Konartist sslleee later appeared in Netx to bail out Stockraider telling lies on my Question on the Insas WB wayang …. Then Konartist sslleee said stockraider won 1 Myvi in Netx RI n Warrant .. Stockraider said won 2 Myvi .. then Klon the wayang script on Insas RI : PB n WC .

After Konartist sslleee appeared in Netx .. his Kon gang with aka id appeared to promote Netx … from Tunepro , Pasukhas , Hengyuan , Petronm , Bplant !

Mikecyc
45,950 posts

Posted by Mikecyc > 6 hours ago | Report Abuse

Haha oh Stockraider invested RM 5000 in Insas WB play wayang with Conartist Callvin!

Haha Repost :


Jtiasa

Haha interesting le , 👉referring to Annual Report FYE2023 :

Top 10 List of Properties Owned :

1.) Pulau Bruit , Bruit Land District

👉Tenure : Rented land

Existing use : Oil Palm estate, CPO mill , Building & Quarter


👉Area : 52,880 hectares ( 76 % of planted are ) .


Approximate age of building: 15 years


2.) Pulau Bruit , Lot 5,6,14,15 Bruit Land District

Tenure : leasehold until 2064

Existing use : Oil Palm estate, Building & Quarter


👉Area : 10,043 hectares


Approximate age of building: 11 years


> Where as other 9 properties are with Leased Tenure until 2060 , 2064 etc .


>>👉👉Going to tanam Hybrid Rice !!!

Kimloong

FFB production output ( MT ) :

2019 :
July 20,800
August 20,849
Sept 20,517

Total = 62,166


2020 :
July 23,166
August. 22,192
Sept. 24,803

Total = 70,161. ( + 12.9 % vs 2019 )


2021 :
July 21,956
August 22,387
Sept. 24,654

Total = 68,997 ( + 11 % vs 2019)


2022 :
July 20,971
August. 24,796
Sept. 26,727


Total = 72,494 ( + 16.6 % vs 2019)


2023 :
July. 27,553
August 26,864
Sept. 28,295


Total = 82,712. ( + 33 % vs 2019 )



2024 :
July. 26,503
August. 27,367
Sept. 27,464

Total = 81,334. ( + 30.8 % vs 2019)



👉Compared to Jtiasa :

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 )

Haha konartist sslleee still twisting ke ..


Posted by Mikecyc > 36 minutes ago | Report Abuse

Haha the most scary hidden risk :



Jtiasa FFB production output is reduced significantly compared to 2019 :

> 2002 started replanting:

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 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )

Mikecyc
45,947 posts

Posted by Mikecyc > 35 minutes ago | Report Abuse

Haha is the Replanting schedule being executed effectively ???

Haha as usual Buy what u not understand story teller n Konartist sslleee no facts n figures on Jtiasa je !🤣🤔

Haha why Jtiasa total asset is reduced over the hoo ha on FCF la , Debt is reduced la , Profit is surged la ??

Instead Jaks non current asset is increased:

Jaks non current asset :

Investment in Joint Venture:

QR ended

> March 2016 = 128,297,000

> March 2019 = 197,171,000

> March 2020 = 362,479,000

> March 2021 = 601,150,000
( note : Profit from Construction of the Power Plant is ard RM 400 Million .. Final COD on January 2021 )

> March 2022 = 748,656,000

> March 2023 = 829,105,000

> September 2023 = 897,378,000

> December 2023 = 904,495,000

> March 2024 = 936,836,000

> June 2024 = 943 ,960,000

—

Posted by Mikecyc > 32 minutes ago | Report Abuse

Jtiasa Another Hidden Risk :

Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million

Haha as usual Konartist sslleee like to recycled my facts n figures and words …

I am calling him half past 6 Guru after he owned claimed FA n TA Guru :

1.) said going to see 5 waves but didn’t know the waves name is EW .

Konartist sslleee shouting Waves 2 is coming so happily, thinking that is going Up trend but instead Waves 2 is going Downtrend!🤔


2.) even did not understand Labour Expenses n Capex ..

3.) What is Current Ratio ? ( to gauge working capital ratio within a year ）.

4.) What is Corporate Structure ? ( To understand the Corporate group of companies, including subsidiary n associates… and to plan corporate taxes ) .

Haha is the Replanting schedule being executed effectively ???

Haha the most scary hidden risk :



Jtiasa FFB production output is reduced significantly compared to 2019 :

> 2002 started replanting:

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 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )

Jtiasa Another Hidden Risk :

Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million

Jtiasa hidden risk :


1.) Why Subur Tiasa and Rsawit ( under same RH group with Jtiasa ) are loss making in Timber and Plantation business?
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .😱

2.) Pulau Bruit land is identified suitable for Hybrid Rice cultivation on 2024 … announced by UKAS , in line with Sarawak government vision to support Sarawak rice demand by own cultivation ( currently 34 % ) . Even to rivalling Kedah which supply 40 % Rice demand in Malaysia , of course need financial supports from Federal government on this .


> An illustration: as the company said 3% planted area 69589 is > 18 years , averagely 14 years , ie : 2087 hectares going to be Sawah Padi out of the
Rented land 52,880 hectares ( 76 % of planted area) .

Note : Rented Land , Approximate age of building: 15 years


3.) Replanting cost for the rented land 52,880 x 30,000 , need Rm 1.6 Billion.

QR ended June 2024 : Reserve n Retained earnings is RM 0.5 Billion.

4.) 2nd Major ( 14 % ) keep disposed shares from August 2023 to July 2024 until left 6 % .

Haha konartist sslleee shouting happily see Waves 2 coming in Yinson forum … thinking is going up trend ke … but waves 2 is Down trend lo !🤣🤣🤣🤔

Haha why ah Id MrHuangbk is banned permanently recently.. used many abusive id to post abusive n unethical content!

Haha a boss will offer higher wages than the minimum wages to all the workers? Maybe the Leader n Supervisor !

Like TDM improved on the accommodation with new hostel !

Insider said Production cost is Below RM 3000 / ton …. during key matters discussed before the minimum wages RM 1700 !

Haha what a pity lee .. working alone in Indonesia at 64+++ .. always said Chinese culture… but cny did not fly back to home town … even mum just out from icu !

Haha what Shl be the impact on current minimum wage RM 1,700 ,is the floor wage rather than target salary for new hires.

As insider said CPO production cost is below RM 3,000 , more than what I posted RM 2,800 per ton !

ukas sarawak gov
https://ukas.sarawak.gov.my › pul...
Pulau Bruit Suitable to Become One of Sarawak's Hybrid Rice Cultivation Area – UKAS


20 Feb 2024 — DARO: Pulau Bruit possesses land suitable for cultivating hybrid rice due to its fertile soil conducive for agricultural activities.


Key point :

👉Jtiasa :

All our palm trees have matured. Out of the Group's total planted area of 69,589 hectares, about 3% of the palms are more than 18 years of age. The average age of palms is 14 years, which is within the prime production bracket.

Pulau Bruit Palm oil plantation area = 52880 + 10043 = 62,923 hectares

>>> 62923 / 69589 = 90.4 %

Jtiasa FFB production output is reduced significantly compared to 2019 :

> 2002 started replanting:

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 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )


> > Possible causes:

a.) Replanting schedule based on replanting cost ! Ard RM 30,000 per hectare.

b.) 76 % Planted Area is rented Land … being identified by Sarawak gov is suitable for Hybrid Rice cultivation !

Haha see Cold eye not All In in one times ! He really had eagle eyes as FY2023 ended June before price Uptrend!

Cold eyes : Fong Siling

FY2021 ended June : 0.0 %

FY2022 : Top 17 > 5,000,000 0.52 %

FY 2023 : Top 14 > 10,000,000 1.03 %

FY 2024 : Top 11,> 12,000,000 1.24 %


> DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %

Haha as Hoho is proven in his current blog he is a Buy what u not understand story teller in Harta .. why is story teller as ppl posted his Serba promotion thread with Snake n Dragon story !

Konartist sslleee had defended him on his screenshot of Serba subsidiaries!

In his blog … he twisting on the Top 4 screenshots list with individual stock list !

Posted by Mikecyc > 23 hours ago | Report Abuse

Haha Cold eyes is with eagle eyes not like Konartist sslleee Tikuss eyes :

As Cold eyes said he will not buy those stock with Slow Returns….


2nd Major Genine : 14.68 % keep disposed share until balance 6 % .

👉Haha Genine started disposed 8.68 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.

Will it be drop below RM 1.00 after unloading, coincidentally July to September 2024 FFB production output is starting reduced!😱

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

-

Cold eyes : Fong Siling

FY2021 ended June : 0.0 %

FY2022 : Top 17 > 5,000,000 0.52 %

FY 2023 : Top 14 > 10,000,000 1.03 %

FY 2024 : Top 11,> 12,000,000 1.24 %


> DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %



> 5 years ROE :

2020 : - 6.66
2021 : 2.75
2022 : 10.70
2023 : 11.10
2024 : 9.22

Haha oh Stockraider invested RM 5000 in Insas WB play wayang with Conartist Callvin!

Haha during Conartist Callvin promoting Netx … his partner is Stockraider.. Konartist sslleee later appeared in Netx to bail out Stockraider telling lies on my Question on the Insas WB wayang …. Then Konartist sslleee said stockraider won 1 Myvi in Netx RI n Warrant .. Stockraider said won 2 Myvi .. then Klon the wayang script on Insas RI : PB n WC .

After Konartist sslleee appeared in Netx .. his Kon gang with aka id appeared to promote Netx … from Tunepro , Pasukhas , Hengyuan , Petronm , Bplant !

Haha recalled Big Cannon Conartist Callvin promoted Naim with land sale with Dividends.. but did not mentioned in 2 Dividend payout … after the 1st Dividend.. he MIA oredi !

Haha why the part time pastor Conartist Callvin in Netx dared not post religious content for Promoting.. as Admin did not allowed n aka id are not effective in flag report after Netx n TG case !

Haha Conartist Callvin always a Big Cannon but why so Pakkai le !🤣🤣🤣🤔

Haha because Conartist Callvin bullied me as a Newbie with a Rape photo in his blog on 2020 to show how Superb class n untouchable he is !

Haha even cannot afford a new hphone .. during 2020 saying his hphone is down .. after 2 days Sandrakkc posted a hphone no for recruitment… 9 days later posted the old hphone no is Up … chased by Ah Long ke !🤣🤔

Haha I had been debated against Conartist Callvin since September 2019 until today …

Haha as usual always a Big Cannon in Promoting… he played his Kon maths … add up NFCP budgeted funding n IR4 funding to Promote Netx !