Disclosure On Quarterly Production
JAYA TIASA HOLDINGS BHD
Production figures for current quarter and year to date
Individual Quarter (quarter) Cumulative Period
Current Year Quarter Preceding Year Corresponding Quarter Changes
(Amount / %) Current Year To - Date Preceding Year Corresponding Period Changes
(Amount / %)
30 September 2024 30 September 2023 30 September 2024 30 September 2023
PLANTATION
Crude Palm Oil (MT) 69,463.00
70,529.00
-2.00
158,474.00
150,776.00
5.00

Fresh Fruits Bunches (MT) 343,397.00
359,740.00
-5.00
793,357.00
774,749.00
2.00

Palm Kernel (MT) 15,878.00
16,674.00
-5.00
35,509.00
34,876.00
2.00

TIMBER
Log Production Volume (Cubic Metres) 28,281.00
8,577.00
230.00
77,235.00
48,241.00
60.00

Production figures for current quarter compared with immediate preceding quarter
Current Quarter Immediate Preceding Quarter Changes
(Amount / %)
30 September 2024 30 June 2024
PLANTATION
Crude Palm Oil (MT) 69,463.00
47,293.00
47.00

Fresh Fruits Bunches (MT) 343,397.00
233,135.00
47.00

Palm Kernel (MT) 15,878.00
9,948.00
60.00

TIMBER
Log Production Volume (Cubic Metres) 28,281.00
20,884.00
35.00


Remarks :
This announcement is dated 10 October 2024.

The Board of Directors of LBS Bina Group Berhad (“LBGB” or “Company”) wishes to announce that SuriaHijauan Sdn. Bhd. (“SHSB”), an indirect subsidiary of the Company, has on 9 October 2024 awarded an Engineering, Procurement, Construction and Commissioning (“EPCC”) contract to Atlantic Blue Sdn. Bhd., a wholly owned subsidiary of Solarvest Holdings Berhad (“Solarvest”), to construct a 43-MWp solar farm project for the Company at a total contract value of RM104 million.

RM 104 million for 43 MWp.
Jaks 50 MWp cost more than RM 200+ million.
Mike-tikus how not jaks need to sell land for repayment of borrowingz and working capital?

Since its listing on 19 October 2005, based on the Artificial measurement, the share price of your Fund has risen from RM1.01 to RM3.16 by 31 May 2024. This represents a gain of 256.14%.

If only icap can doubling every 10 years then after 20 years your RM 1.01 should be 1.01x2x2= RM 4.04

TTB can't even acheived that.
Then what are he talking about on the below?
His bar is set so low and yet he can't acheived it.

All the above performance figures are real. No scams. Yet, how many will go for doubling your money in a month as opposed to doubling within 5 to 8 years ?

The political activist whose real name is Syarul Ema Rena Abu Samah further reminded Selangorians that “when PAS ruled their state, not even one non-Muslim was oppressed unlike in the rocket state where 80% of Type M were oppressed because 20% were lackeys”

Will DAP please stand up and take legal action against Syarul Ema Rena Abu Samah for the slanderous, defamatory and inflammatory statement quote, "unlike in the rocket state where 80% of Type M were oppressed because 20% were lackeys” unquote.

Singapore Jet Kerosene (Platts) Futures

Continuous contract

AKS1!NYMEX

Market open
91.498USDD
+0.349
+0.38%


https://www.tradingview.com/symbols/NYMEX-AKS1!/

Harta if you are like Mr.Long Philip, then no problems to hold long long.

As of YTLPower it will depend of how well they can get clients into their green DC.

Too many big players in DC so can YTLpower be more competative then those big DC players?

https://klse.i3investor.com/blogs/Sslee_blog/2024-10-08-story-h470973957-Class_action_against_Serba_Dinamik.jsp

Some of my complaint on jaks

The_JQuestion don't be so sensitive.
I did not even mention CapitalA

https://klse.i3investor.com/blogs/Sslee_blog/2024-10-08-story-h4709739...

Class action against Serba Dinamik

https://klse.i3investor.com/blogs/Sslee_blog/2024-10-08-story-h470973957-Class_action_against_Serba_Dinamik.jsp

Class action against Serba Dinamik

Refineries will be a sunset industries as EV car will be cheap enough and convenient enough for more people to switch to EV.

With Pengerang Integrated Petroleum Complex (PIPC) big refinery and many more refineries in China come on line sooner or later HRC will forced to close shop.

HRC Q2 ended 30/6/2024 NP RM negative 199,504,000.
What will be the losses Q3 ended 31/9/2024?

LONDON: Shell's refining profit margins dropped sharply in the third quarter from the previous three months, while oil product trading earnings also weakened, it said on Monday.

In a trading update ahead of its quarterly results on Oct. 31, Shell said its indicative refining margins dropped to $5.5 a barrel in the three months to the end of September from $7.7 a barrel in the previous period.

Dsai election promise of no addition tax as stopping corruption, leakage and wasteful unproductive spending should be enough to have suplus budget and pay down national debts.

Can real Dsai stand up and be counted

I just wanted to hold BOD accountable, responsible and answerabe.

I just email MSWG urging MSWG to spearhead a class action lawsuit seeking redress/compensation against/from the perpetuates and rogue corporate bigwig and lawyer complicit in Serba Dinamik fraud case.

Go, go, go Jayatiasa .... oops, wrong forum.

Geary is a smart investor.
Don't be like Mike-tikus trapped high in Jaks for more than a year and half now and had to go every forum to promote jaks and cari gaduh with all the forummers

Posted by geary > Oct 5, 2024 8:09 PM | Report Abuse

Stock: [CAPITALA]: CAPITAL A BERHAD
5 days ago | Report Abuse
CapitalA...Sold...60%... Balanced Shares...Zero Cost.(Fee Shares).🤓

Just a question what wrong UTAR is profitable and reinvest the profit into better facilities?

Did our public universities/Mara also collected fees from students but still need billion in government allocation (tax payers money) and yet produce graduates that can't find a gainful employment.

With billions in debts capitalA already a miracle to survived until today.

"We survived a five-year downturn related to the pandemic, losing about US 10 billion with 200 planes grounded during that time. This year we have recovered somewhat, with our fleet at 91% of the 2019 level," said Tony Fernandes, chief executive of Capital A, the parent company of AirAsia.

The question no one ask, why buy treated water from Singapore. Can't we treat the water in Johor?

I am switching between OSK, Insas and jayatiasa to get better dividend and capital appreciation.

Of the three only Insas did not reach my TP of RM 1.50

And if CPO can hold above RM3,900 jayatiasa quarter end 31/9/24 and 31/12/24 will be a very good result and price could retest the 52 weeks high RM 1.53 (jayatiasa now give dividend 2 times a year same as OSK)

I hold a small position in MHC (holding 39.53% cepat). I like its plantation land in perak

Aiyoyo I already sold most of my Insas and any balance Insas is zero cost to me.

My number one stock in my portfolio currently is Jayatiasa.

A joke making its round since news about Fernandes’ appointment broke was whether his lectures would start on time or often see delays or even cancellations – like his airline is notorious for? Will there be prompt refund for delays or class cancellations?

In a classroom setting, will students be waiting anxiously for his arrival, much like the passengers waiting for their delayed AirAsia flights?

Jokes aside, what can we learn from Fernandes’ handling of customer service during the pandemic?

AI is like bitcoin mining consume so much energy and water.

Why build AI just to stimulate our brain neurons function (use electrical and chemical signals to send information between different areas of the brain) when we can train our brain to think for ourselve properly at a more efficient use of energy/resource?

He alone cannot be a fireman putting out fire set up by the deep state. He need a team to once and for all get rid of the deep state.

Too many deep state in government department trying hard to create problems for PMX DSAI.

Please bear in mind, most students in UTAR are from poor Chinese families, not able to gain entry to public university because their STPM results not good enough to earn them a place.

Untruth and misinformation.

My nephew choose UTAR because he like the UTAR course/Actuarial science
offered to him. He is now working in UK as IT programmer.

Because of quality education offered by UTAR, UTAR is now univerisy of choice.

CPO futures close higher amid rising crude oil prices
Source: Business Times Publish date: Fri, 4 Oct 2024, 8:51 PM

KUALA LUMPUR: Crude palm oil (CPO) futures on Bursa Malaysia Derivatives closed higher on Friday amid rising crude oil prices, a dealer said.

Palm oil trader David Ng said the price hike was driven by the expectation of a strong export CPO pace and escalating tension in the Middle East.

"We see support at RM4,180 and resistance at RM4,350," he told Bernama.

At the close, the spot month October 2024 contract surged RM133 to RM4,400 per tonne, November 2024 rose RM123 to RM4,355, while the benchmark December 2024 increased RM118 to RM4,300.

The January 2025 contract gained RM110 to RM4,243 per tonne, February 2025 contract added RM101 to RM4,185, while March 2025 was up by RM92 to RM4,128.

Trading volume was slightly lower at 99,167 lots from 99,355 on Thursday, while open interest fell to 251,725 contracts from 258,051.

The physical CPO price for October South climbed RM120 to RM4,420 per tonne

If war happen.
Crude oil go up
USD appreciate as safe currency
Air travel will cost more and people will cut down on air travel

Then what will happen to capitalA?

HRC is oil refinery and not crude oil producers.

HRC only make profit from sell of its refined products minus (crude oil it bought + refining cost + finance cost + overhead + admin + depreciation) +- hedging gain/loss +- invenmtories gain/loss

So is high crude price good for HRC?????

Repost
Sslee For your reference:
Gasoil/diesel crack spread chart (historical highest level range)
https://www.tradingview.com/symbols/NYMEX-GOC1%21/
https://www.investing.com/commodities/nymex-singapore-gasoil-platts-c1...
Kerosene/ jet fuel crack spread (at historical highest range level)
https://www.tradingview.com/symbols/NYMEX-ASD2!/
Gasoline/petrol RON 92 crack spread spread chart (normalize level range)
https://www.tradingview.com/symbols/NYMEX-D1N1%21/
SINGAPORE MOGAS 95 UNLEADED (PLATTS) FUTURES
https://www.tradingview.com/symbols/NYMEX-AV02%21/
Brent crude oil
https://tradingeconomics.com/commodity/brent-crude-oil
15/08/2024 3:42 PM

https://www.tradingview.com/symbols/NYMEX-D1N1!/

With above poor refining margin sooner or later HRC will close shop.

Balian de Ibelin excellent Death Spike before bankruptcy.
Hope everyone made money from this last Death Spike😁
04/10/2024 9:30 AM

In the casino of bursa, where fortunes are make or break,
As market up and down, cheerleades and nay-sayers appear,
For in their heart, buy low sell high and buy high sell higher,
In insas TheContrarian set his heart, as he and only he gain 4X outplayed poker man Ah Thong.

Fair mean you neither underpaid or overpaid for the assets based of NTA or Business (DCF) valuation.
Reasonable mean your paid price is over or below Mr. Market valuation.

So whether it is fair or not depend on the assumptions used on business DCF valuation

But to pay RM 3 billion for AAAGL is definately unreasonable (overpaid a lot) when Mr. Market only valued the whole of CapitalA at RM 4.049 billion as at 27th Sept 2024?

Agreed with Balian when result out by 29/11 it will be to late to run when shit hits the fan.

BOH CHOW CCCCCCCCC AAAAAAAAAAAAAAAAAA !!
💩💩

Ah Thong need to keep the cash in Insas for his next great poker game move.

Waiting to see what will be the dividend?
2.5 sen or better?

Insas should be profitable from M&A and Ahlong Insas credit and leasing, share of profit from Inari and disposal gain of associate inari shares.

Share of loss from Hohup and investment losses on financial assets.

Insas tech inari equity accounting cost RM 0.7402.
So disposal 10 million inari to Media Liang at Media Lang book of abt RM 2.60 will make a book disposal gain of RM18.6 million

Derivatives
Night & Day Session
Night Session
NO NAME MONTH LAST DONE CHANGE VOL (`00) OI
1 FCPO Dec 2024 4,196.0000 +190.0000 55,833 141,472
2 FCPO Jan 2025 4,140.0000 +177.0000 19,602 51,155
3 FCPO Nov 2024 4,243.0000 +188.0000 11,303 47,882
4 FCPO Feb 2025 4,084.0000 +156.0000 9,312 24,783
5 FCPO Mar 2025 4,031.0000 +137.0000 8,692 31,455
6 FKLI Oct 2024 1,639.0000 - 7,998 46,744
7 FCPO Oct 2024 4,302.0000 +136.0000 1,209 4,801

My many thanks to Mike-tikus for talking down jayatiasa price so that I can collect more.

Is below considered as attempt to mislead the court and investing public?
Can action taken on the law firm that represent Serba that filed the suit?

In a stock exchange filing, Serba said it has filed a suit at the high court against KPMG. It will be seeking punitive and aggravated damages.
The company said the claims were made taking into account the loss of 4.93 billion ringgit in its market capitalisation, and loss of confidence from its shareholders and customers

Repost:
Posted by EngineeringProfit > Oct 2, 2024 8:19 AM | Report Abuse
If the lawyer is complicit in the criminal breach of trust, the Penal Code Section 409 (CBT by a public servant, banker, merchant, or agent) provides for punishment up to 20 years imprisonment, a fine, and whipping.

EngineeringProfit
19843 posts
Posted by EngineeringProfit > Oct 2, 2024 9:26 PM | Report Abuse
Lawyers who attempt to mislead the court, particularly in a clear-cut case involving criminal breach of trust (CBT) and money laundering, face serious legal and ethical consequences. In such cases, where public funds are involved, and the argument centers around laundering for welfare purposes, the lawyer could still face sanctions, as the law does not permit such justifications.

Sslee
6238 posts
Posted by Sslee > Oct 3, 2024 6:43 AM | Report Abuse X
How about any actions to be taken on Lawyers who attempt to mislead the public particularly in a clear-cut case involving criminal breach of trust (CBT) and money launder (Serbadk vs shoplot auditor)?

Sslee
6238 posts
Posted by Sslee > Oct 3, 2024 6:47 AM | Report Abuse X
https://youtu.be/vssNP00vxng?si=2PeuxpAAbZl2vl8d
Still remember above video.
Can serbadk shareholders now take class action againt the lawyer?

Sslee
6238 posts
Posted by Sslee > Oct 3, 2024 6:57 AM | Report Abuse X
You can consult MSWG with above video link as of what actions you can take to seek compensation from all those complicit in the criminal breach of trust and fraud

You can consult MSWG with above video link as of what actions you can take to seek compenesation from all those complicit in the criminal breach of trust and fraud.

https://youtu.be/vssNP00vxng?si=2PeuxpAAbZl2vl8d

Still remember above video.
Can serbadk shareholders now take class action againt the lawyer?

How about any actions to be taken on Lawyers who attempt to mislead the public particularly in a clear-cut case involving criminal breach of trust (CBT) and money launder (Serbadk vs shoplot auditor)?

My EGM questions send out yesterday.
What will capitalA BOD answer on:
Question 3: BOD, with such a good deal will Capital A chief executive officer Tan Sri Tony Fernandes put money where his mouth is by converting his holding in RCUIDS into CapitaA shares?

And AAX WYNCORP Independent Adviser answer on:
Question 5: WYNCORP Independent Adviser how to justify paying RM 3 billion for AAAGL that is still PAT negative, shareholders’ deficit of RM (4,515,397,000) and with total borrowings, debentures and lease liabilities of RM 9,638,715,000 to be fair and reasonable when Mr. Market only valued the whole of CapitalA at RM 4.049 billion as at 27th Sept 2024?

Date of Change Type Number of Shares
27-Sep-2024 Disposed 10,000,000
Registered Name Insas Technology Berhad
Nature of Interest Indirect Interest
27-Sep-2024 Acquired 10,000,000
Registered Name M & A Nominee (Asing) Sdn Bhd for Media Lang Limited
Nature of Interest Indirect Interest

Disposal from Insas Tech (equity accounting) to Media Liang (investment holding) and will report disposal gain.

So finally after a very long-long winter qqq3 can untrapped himself from China and HK market.

Add in addition 2 questions:
Projection risk
“The AAAGL Purchase Consideration and AAB Purchase Consideration were arrived at after taking into consideration, amongst others, the range of valuation for the entire equity interests in the Target Companies based on the valuation undertaken by Deloitte. In arriving at the valuation of the Target Companies, the Valuer has considered a number of valuation approaches and adopted the DCF method of valuation as the primary method for the valuation of the AOCs, namely AAB, TAA, PAA and IAA using the 5-year financial projections of the said AOCs from 1 January 2024 to 31 December 2028 together with the underlying bases and assumptions.

Question 15: Deloitte, what are the projected: Net cash generated from operating activities, repayment of borrowings, debentures and lease liabilities for each of the 5-year financial projection of the said AOCs from 1 January 2024 to 31 December 2028?

Question 16: BOD since the valuation is based on 5-year financial projection and to eliminate the projection risk should BOD get a 5 years contractual guarantee that capitalA will reimburse AAX on any shortfall to the projection?

7.6.4 Goodwill and impairment risk
“The Proposed Acquisitions are expected to give rise to goodwill to be recognised, the amount of which will depend on the fair value of the Target Companies’ identifiable assets acquired (including any intangible assets identified) and liabilities assumed upon completion of the Proposed Acquisitions.

The identifiable assets and liabilities of the Target Companies will initially be recorded in the New Aviation Group’s books at their provisional fair values as at the acquisition date pending the conclusion of a purchase price allocation exercise in accordance with Malaysian Financial Reporting Standards 3 Business Combinations. Although a preliminary assessment has been conducted, the final outcome of the purchase price allocation exercise cannot be ascertained at this juncture. Any fair value adjustment to the identifiable assets and liabilities arising there from may affect the goodwill and financial position of the New Aviation Group. In addition, any impairment on the carrying amount of the investments in the Target Companies (including any goodwill and intangible assets arising from the Proposed Acquisitions) and amortisation of
any intangible assets identified from the Proposed Acquisitions may affect the financial performance and financial position of the New Aviation Group.

For illustrative purposes, as set out in the pro forma consolidated statement of financial position
of our Group as at 31 December 2023 in Appendix VIII of this Circular, the goodwill and intangible assets upon completion of the Proposed Acquisitions are RM10,090.74 million and RM2,430.84 million respectively, based on the assumptions and parameters stated therein.