Haha Jtiasa CPO production cost is Less than RM 3000 / mt .

TSH CPO Production cost ?

Haha referred to Jtiasa latest QR … there is leased land being terminated… if used TDM lease rate of RM 578 per acre per year … ard 34 acres !!

Haha why Jtiasa CPO mill utilization is ard 50 % ???

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 )

Jtiasa FFB Production Output :

> 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 )


> From 2019 to 2021 FFB output is reduced by 54 % … 2023 is reduced by 15.4 % ..

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


Hoho No wander the 2nd Major ( 14 % ) keep disposed shares from August 2023 to July 2024 ( balance 6 % ) , during Price is Uptrend.


>> Coincidentally FFB July- September 2024 Output is started reducing.

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 !!!



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.

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 % .

KonartistLe u forgot yr konpetHuang ke … oredi SotSotDe le since see the value RM 2.00 of PMCorp since 2013 … now is worst le …sold Asset bought A&W from 49 % to 100 % .. then the latest QR is incurred Huge Loss … no wander yr konpetHuang became SotSotDe … worst than TinKosong 🤣🤣🤣

Haha btw oredi is proven many times he-she is a TinKosong ! Now SotSotDe ! 🤣🤔

Haha Conartist no wander PMCOrp is Lembik since 2013 … konleePetHuang see the value wow RM 2.00 … now see the 👻 ke !!🤣🤣🤣😱

Haha and he/she will used similar/ abusive id to post abusive n unethical content as in YTLpower n Yinson , n other forums !

Haha just KonartistLee konpetHuang :

Pokkai TinKosongHuangbk blowing PMCORP with TP RM 2.00 , see its Value since 2013 wow.. ( Calvin blowing RM 5.00 to RM 10 ) …must be loss naked liaw .. want to share ❤️in PMCorp wow .... hibernated more than 7 years in a cave since 2014 until 2021… must be created a lot aka id … beware .




>> Pokkai TinKosongHuang joined the Kacukan 🐍Tippu Tippu gang ( even Tippu newbies membership fees RM 100 ) in TopGlove on 2024 to promote HK/China and US stock ____. Beware ..

Aka ID Marry n MrHuangbk n jc963852 are Banned permanently.

Haha this is the dog n dragon story teller on Serba :


Posted by CharlesT > 18 hours ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/Telegram/2021-06-15-story-h1566847714-Why_I_bought_even_more_SERBADK_bonds_and_stocks

Haha the Buy want u Not understand story teller without facts n figures as hoho posted in Yinson !

Haha the promoter in Jtiasa not reply : KonartistLee ..


Jtiasa FFB Production Output :

> 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 )

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 %


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

Haha Jtiasa had hidden risk on Replanting as FFP output since 2019 is dropped significantly and the rented land ( ard 76 % ) is identified by Sarawak gov :


suitable location for cultivating hybrid rice due to its fertile land, ideal for agricultural activities, the Sarawak Public Communications Unit reported.20 Feb 2024

Haha those followed Conartist eagle n supported by KonartistLee ( eagle said he is expert in Plantation ) average down every Rm 0.10 step down from RM 1.80 until RM 1.10 … are Trapped !!!😱

Haha so Good company, why are they resigned ??!😱

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


Hoho Jtiasa :


Date Price Open High Low Volume

2024-10-23 1.22 1.17 1.24 1.16 13,646,000

2024-10-22 1.15 1.14 1.16 1.13 1,918,400

2024-10-21 1.15 1.16 1.16 1.11 2,997,100

2024-10-18 1.18 1.17 1.19 1.17 2,152,900

Haha KonLee pusing pusing bites Phillip finger le in Yinson …

Haha Jtiasa ? See my posts in Jtiasa on hidden risks !!!

THPlant :
Current Ratio 4.15
Debt-Equity (DE) Ratio 1.82
FCF Yield 3.48 %

Rsawit :
Current Ratio 0.15
Debt-Equity (DE) Ratio 1.25
FCF Yield 2.86 %

Rimbunan Sawit to sell oil palm land in Miri for RM165 mil to help repay debts
21 Dec 2023 — Sarawak-based plantation group Rimbunan Sawit Bhd has proposed to dispose of 9935 hectares of oil palm land in Miri for a total of RM165 mil ….

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 .😱

Haha Jaks signed MOU with TDM on July 2024 to lease 1730 acres land in Terengganu for LSS5 ( 2000 MW ) tender .. submitted tender 200 MW ( with intention up to 500 MW ) .. rental RM 578 per acre per year . Land can be a 200MW to 500 MW Solar farm depends on Solar panels efficiency.

Haha still Thplant ke .. remember:

TH Plantations' land sale under review
23 Jul 2020 — THE government is reviewing the disposal of large plots of land under TH Plantations Sdn Bhd to non-Bumiputera Tamaco Plantation Sdn Bhd, ...

After more than 1 year is Rejected by the Government n later sold to TDM …

Haha KonLee is proven oredi low iq or half past 6 :


Repost from Yinson :

Posted by Johnchew5 > 2 hours ago | Report Abuse

Hoho not like U claimed FA n TA Gutu here …see 5 waves even didn’t know the waves name EW … still blur blur Shouting waves 2 which is Downtrend !


—-

Posted by Sslee > 13 hours ago | Report Abuse

Aiyoyo Mike-tikus Yinson second wave coming!

Haha see hoho debated them in Yinson forum …

Haha KonLee ran road oredi !🤣

Haha KonLee ran road from SCIB !! 🤣

Haha see in Insas .. KonLee shy away from Insas n Jtiasa !🤣🤣🤣

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

Haha Indonesia lifted the CPO export ban as need money to subsidise on biodiesel…

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 2023.2 Feb 2024

Posted by Mikecyc > 5 hours ago | Report Abuse


Haha Repost on Jaks from Insas forum :

Posted by Mikecyc > 1 day ago | Report Abuse

Haha secondly :

A) why Jaks profit from Vietnam Power Plant did not generate much FCF ( Free Cash Flow ) :

1.) Allocated in FCF Growth as Investment in Joint Venture and served as some kind of security on Loans ( although CPECC did the financing ) as Vietnam Power Plant is with BOT 25 years. ( Built- Operate- Transfer).

2.) Non current asset of Investment in Joint Venture is increased from :

> March 2016 = 128,297,000

TO

> June 2024 = 943 ,960,000


3.) 1.96 billion loans ( excluded interest) to be repaid in 10 years , starting 2021 :

Each year repaid loan amount = 0.196 billion

2021 to 2023 , 3 years = 0.588 billion

> 1.96 billion- 0.588 billion = 1.37 billion ( loans balance as at January 2024 ) .

>> Investment in Joint Venture as on June 2024 = 0.94 billion

👉Looks like the security on Loans is getting sufficient as JHDP is paying Dividend from yearly to half yearly as on June 2024 .

Haha just KonLee gang as posted in Insas …

—-

Posted by Huangbk72 > 10 minutes ago | Report Abuse

Eh Miketikus.. Still hiding from your Jaks thread? Going everywhere except Jaks to answer your fantastic theory

U havent answered how FCF can be allocated?

This is super new thing for everyone 🤣🤣

https://www.bernama.com/en/news.php?id=2339861

Haha when I asked sslleee during his promotion here :

1.) What is Indonesia export ban status ?
2.) What is Indonesia Biodiesel progress n status ?

He said don’t know , just want to make money wow !🤣

Haha from the Report .. Jtiasa CPO production cost is Below RM 3000 / mt !

Pricing Date Settlement Price RM
8 Oct 24 4271
9 Oct 24 4252
10 Oct 24 4233
11 Oct 24 4350
14 Oct 24 4313
15 Oct 24 4272
16 Oct 24 4311
17 Oct 24 4278
18 Oct 24 4255

Haha KonLee, SCIB can up to yr TP RM 1.00 by early 2025 ? Why promoted SCIB even knew the Major is on Force Sell on July 2024 ?😱

Yr SCIB promoting partner Koni3lurkker aka Balia even so desperate saying if not made 600 % profit ( ard RM 2.60 ) by early 2025 …will become 4 legg !😱🤣🤣🤣

Haha I am copied the posts as usual he will deleted the posts …

Haha just proven how low class n despicable of KonLee gang !!!

Haha Repos from YTLpower:

Posted by Antifanaticracism4 > 12 minutes ago | Report Abuse

My name is FelixTan aka @ Felix888999.
I uses other fake IDS aka @ Antifanaticracism @ Eddy365 to post in Chinese as I am from srjk cina @ Jeffrey @ jeffrey1166 and many more.
Lately i rested a few IDS as I am worried of them being suspended.
I LOST alot of monies buying on CONTRA at around 2.54 for 99smart.
Now I start cursing the owner Mr Lee an ORANG CACAT and WHEELCHAIRMAN.
I hope with this cursing he will push up the price.
p/s The HR department just calculate that the minium rm 1700 salary will take off 75 % of 99 Smart profits for 2025.
People are selling
Please help by buying
I allow buyers to SIO KAN with my wife and kum lan*chio

Haha KonLee yr KonPet used same Kon tricks as on YTLpower forum … so desperate n mentally issues!🤣

—-

Posted by Antifanaticracism4 > 4 minutes ago | Report Abuse

@ Mikecyc @ Miketikus...I am your good friend @ Felix888999 aka @ Felixcoconut..Day and nite this bangla attacked me non stop.
Please go and attack sifu and macai in YTLP
This bangla every day also want to SIO KAN

Haha KonLee what happened to Jtiasa ? is dropped 7 sen at 9.25 am .


—-

Posted by Sslee > 4 hours ago | Report Abuse

Me just bought another 20,000 Jayatiasa at 1.12

Haha Pokkai TinKosongHuangbk blowing PMCORP with TP RM 2.00 , see its Value since 2013 wow.. ( Calvin blowing RM 5.00 to RM 10 ) …must be loss naked liaw .. want to share ❤️in PMCorp wow .... hibernated more than 7 years in a cave since 2014 until 2021… must be created a lot aka id … beware .

>> Pokkai TinKosongHuang joined the Kacukan 🐍Tippu Tippu gang ( even Tippu newbies membership fees RM 100 ) in TopGlove on 2024 to promote HK/China and US stock ____. Beware ..

Aka ID Marry n MrHuangbk n jc963852 are Banned permanently.

Haha over 4 hr oredi , still no Brokerage company name ?! Beware ..


Posted by Huangbk72 > 13 minutes ago | Report Abuse

Hahaha.. Miketikus so coconut

Dont be lazy and want to be served on a silver platter.

Want to know which local brokerage offer trading in foreign shares, do your work

If you still cant .. try calling this number. They are local brokerage doing foreign trade. 1300223388 but u must have money ya.

Btw, since I answered your question, go back to Jaks and answer how FCF can be allocated 🤣🤣🤣

Haha so KonLee is Trapped at “old mouse “ Trap of WC !🤣

52w 0.140 - 0.485