Insas
Quarter
Revenue
PBT
NP
NP to SH
NP Margin
ROE
EPS
DPS
NAPS
QoQ
YoY
Financial Year: 30-Jun-2024
31-Dec-2023 50,002 28,378 25,464 23,924 50.93% 1.01% 3.61 0.00 3.5700 20.99% -49.90%
30-Sep-2023 47,803 25,399 21,561 19,773 45.10% 0.84% 2.98 2.50 3.5600 -40.67% 19.01%

31/12/2022: 31/12/2023
RM '000: RM'000
Cash and cash equivalents comprise of:-
Bank overdrafts (91): (101)
Cash and bank balances 153,908: 154,699
Deposits with licensed banks and financial institutions 752,423: 940,928
Total 906,240: 1,095,526
Less:
Cash and bank balances pledged (13,921): (960)
Fixed deposits pledged (167,137): (235,328)
725,182: 859,238

More and more cash.

A dividend of 0.375 sen is an insult and treating minority shareholders like a begger. Meanwhile Directors get a fat check

Yes eventually everyone will just hold 0NE (1.0) share waiting to sell at RM 60.

Need Philip's opinion why this quarter result so bad?

I expect jayatiasa to report EPS of 6 sen and give a dividend of 2 sen for quarter end 31/12/2023.

Then congratulation to you.

Sorry typo error covid-19

Very simple in 2020 (onset of covid-29) the CPO price is about RM 2500 today CPO price you can refer MPOB CPO spot price

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=3M

Come from somone that never bought Teoseng a contra gain of RM 488 can buy how many bottle of bintang beer and lobster?

Repost:
Inno
Quarter
Revenue
PBT
NP
NP to SH
NP Margin
ROE
EPS
DPS
NAPS
QoQ
YoY
Financial Year: 31-Dec-2023
31-Dec-2023 63,275 21,574 16,632 16,632 26.29% 5.34% 3.47 3.00 0.6500 - % - %
30-Sep-2023 59,277 21,933 16,933 16,933 28.57% 5.53% 3.54 2.75 0.6400 57.18% 13.04%

Jayatiasa
Financial Year: 30-Jun-2024
30-Sep-2023 248,003 93,035 66,835 66,833 26.95% 4.57% 6.90 0.00 1.5100 11.26% 96.65%

Make a guess what will be jayatiasa quarter ended 31 Dec 2023 result?

Note: quarter end 31/12/2023
Inno FFB: 77,293 CPO 15,810 Palm kernal 2,982
Jayatiasa FFB: 335,778 CPO 69,092 Palm kernal 16,094 Log 27582

Please leno stop giving misinformation about Insas-WC.
Insas-WC will become worthless cess to exist after maturity date of Feb 28, 2026.

You need to pay Insas 90 cents to convert the Insas-WC to Insas shares before the maturity date.

I like to buy value trap but also must know when to sell.

I do not need to bet as I have both and also OSK.

Only those primative people will think of increase productivity by increase labour cost.

Is this dumbass never heard of capex for automation to increase productivity?

That is why every year I ask for fairer, better and more equitable dividend.

What corporate structure this dumbass mike-tikus is talking about?

The money is in the bank account as stated in annual report.

Ms Foo Lee Meng from Grant Thornton Malaysia replied that the bank balances and deposits have been verified by way of inspection of bank statements and direct written confirmation from the banks and financial institutions, and the auditors are satisfied that Insas Group has the said amount of cash with the banks and financial institutions.

Yes insas has the luxury of selling associate company inari shares just to boost the quartery EPS.

AA is just another LCC like any LCC in many countries.
AA is at disadvantage due to 2 years of covid-19 that burn a big deep hole in its balance sheet with accumulated losses of RM(10,330,633,000)

Insas will drift down again if BOD just keep the cash hoard and do nothing about it.

BOD need to use the cash to generate revenues and incomes so that insas share price can go up in tandem with increase EPS

If you have invested in Inari in 2014 what will be your ROI?

In comparison, from Jan 2014 to Dec 2019 when the cash level of your Fund was much higher (it rose to an average of 63.4%), its NAV gained only 0.71% per annum and its share price was essentially flat, even though these were still much better than the MSCI Malaysia index.

A question that begs to be answered, Why wasted 6 long years from Jan 2014 to Dec 2019 in keeping 63.4% in cash?

Will any investors pay you so much yearly fees just for you to keep the money in the bank?

Me subscribe my RI entitlement with 10% excess application.
Later sold the Insas-WC, Insas-PB and top up Insas till make it into 30 major shareholders list.

Sold 2/3 of Insas during current spike up and balance 1/3 Insas at zero cost to me.

Repost:
Jan 17, 2024 9:20 AM | Report Abuse
By the way I bought WC just for the fun putting in real money to compete with your Jaks.

Jan 17, 2024 9:15 AM | Report Abuse
Yesterday morning I q sell from 0.45, 0.47. 0.49 but only done 0.45 and afternoon I q sell 0.43 but only done 4,000 units

Jan 17, 2024 9:12 AM | Report Abuse
Mike-tikus,
are you talking about this?
117259398 01/01/2024 Brought Forward 450,000 0.1597
117996497 16/01/2024 Sell 50,000 0.4500
118001189 16/01/2024 Sell 4,000 0.4300

https://klse.i3investor.com/blogs/Sslee_blog/2019-12-21-story-h1481234271-My_Take_on_Year_2019_An_Eventful_Year.jsp

You can read my above blog on Insas in 2019. Since then Insas have 2 breakup above 1.20 and at both occasion I make handsome gain on Insas-WC.

Note: The photo at the end
MSWG Head Corporate Monitoring Mr. Quah, Dato' Wong (Insas CEO) and me.

Next week jaks quaterly result will be out.
What will be jaks q4 impairment losses in goodwill and receivables?

https://klse.i3investor.com/blogs/cpteh/2019-09-08-story223956-Sept_8_The_100_Waterfall_list.jsp

Sept 8 : The 100 Waterfall list
Author: CP TEH | Publish date: Sun, 8 Sep 2019, 10:22 PM

This is the 100 waterfall charts I shown for a week ... if I m motivated enough, I will continue for another 100. No worry, I have 500 waterfalls ...

CPTeh use to give you the summary of monthly Bursa waterfall list.

So everyone is an expert on hindsight.

If you want a clean fuel then most likely you can use hydropower, solar power or windfarm excess power to produce green hydrogen and then this hydrogen can be piped by NG pipe line to Singapore to run the hydrogen power plant in Singapore.

Luckily CPTeh no more writing in i3 otherwise he is an expert in the waterfall list.

For those involved with calculating carbon foorprint should know NG are the least in CO2 eq emission compare with biofuel whereby the CPO carbon footprint is high due to CO2 eq emission assigned to land use change

At RM 1.18 Insas is still deeply undervalued. Need yo monitor next few quarters what the BOD going to do with Insas billion cash hoard.

Note: Recently insas sold 10 million inari and 100 million M&A shares.

You cannot phase out power generation and import power from Sarawak. The very simple reason is for national security.

WB expired on Feb 2020 when the world is struggle with the onset of covid-19.

Warrants will expire in Jan 2026 and if insas shares remain RM1.18 , then insas warrants is worthless or out of money?

Allow me to explain:
If Insas remain at RM 1.18 then you can exercise the conversion by paying 90 sen to Insas to convert Insas-WC to Insas share. Thus theoretically Insas-WC is worth RM (1.18-0.9) = RM 0.28

By the way Insas do not have any business moats. What insas have is a cash hoard of over RM 1 billion now and it will depend on BOD and Management to use the cash hoard into new investment/business to generate more revenue and earning.

If insas fail to do so then Insas will remain a value trap.

Inno
Quarter
Revenue
PBT
NP
NP to SH
NP Margin
ROE
EPS
DPS
NAPS
QoQ
YoY
Financial Year: 31-Dec-2023
31-Dec-2023 63,275 21,574 16,632 16,632 26.29% 5.34% 3.47 3.00 0.6500 - % - %
30-Sep-2023 59,277 21,933 16,933 16,933 28.57% 5.53% 3.54 2.75 0.6400 57.18% 13.04%

Jayatiasa
Financial Year: 30-Jun-2024
30-Sep-2023 248,003 93,035 66,835 66,833 26.95% 4.57% 6.90 0.00 1.5100 11.26% 96.65%

Make a guess what will be jayatiasa quarter ended 31 Dec 2023 result?

Note: quarter end 31/12/2023
Inno FFB: 77,293 CPO 15,810 Palm kernal 2,982
Jayatiasa FFB: 335,778 CPO 69,092 Palm kernal 16,094 Log 27582

Income my I advise you to collect some jayatiasa on the dip.

Posted by Income > Feb 24, 2024 7:22 PM | Report Abuse
Last night I dreamt This Stock will shoot up to Rm50. 💭 dream 😴 dream 💭
So how?

Thecontrarian already give you the answer.
And remember to frame the one share that give you 50X

Posted by TheContrarian > Feb 23, 2024 11:19 AM | Report Abuse
I will forever hold one share in Insas in case one day it goes to RM60, then I can say I sold it at RM60

Most likely next egg price review government subsidies for eggs to be lifted from month xxxx 2024.

leno get trap for 15 fakking years
from few thousands until become multiple millions
and will soon left with few hundreds million
do not FOLLOW leno okay

Is leno from few thousands Insas now become multiple millions WC and thought when WC expired, it will be automaticaly converted to multiple millions Insas?

Then hopefully he can sell multiple millions Insas and buy few hundreds million Insas-WD and when WD expired, it will automatically converted to hundreds million Insas?

RENOUNCEABLE RIGHTS ISSUE OF UP TO 132,604,152 NEW REDEEMABLE PREFERENCE SHARES ("RIGHTS RPS") IN INSAS TOGETHER WITH UP TO 331,510,380 FREE DETACHABLE WARRANTS ("WARRANTS") ON THE BASIS OF 2 RIGHTS RPS AND 5 WARRANTS FOR EVERY 10 EXISTING ORDINARY SHARES HELD BY THE ENTITLED SHAREHOLDERS, AT 5.00 P.M. ON 3 FEBRUARY 2021 AT AN ISSUE PRICE OF RM1.00 PER RIGHTS RPS ("RIGHTS ISSUE WITH WARRANTS")

Again allow me to explain Insas-PB is REDEEMABLE PREFERENCE SHARES mean at maturiry date Insas will pay you RM 1.00 to redeem back the Insas-PB.

Or:
Alternatively, holders of the Rights RPS who are also holders of the Warrants may surrender the Rights RPS held by them for cancellation at 100% of the issue price of the Rights RPS in lieu of the exercise price of the Warrants. The exercise of the Warrants by the Warrant holders who are also the Rights RPS holders will still require the exercise form to be lodged by the Warrant holders with our Company's Share Registrar or any other appointed agent, duly completed and signed but will not require any cash payment.

The difference between the exercise price of the Warrants (or the adjusted exercise price of the Warrants in accordance with the terms and provisions of the Deed Poll, as the case may be) and the issue price of the Rights RPS shall be repaid by our Company within 1 month from the date the Warrant holder exercising his Warrant, by way of cheque or such other method as our Board may specify.

And by the way there was no circular on dividend.

Yesterday q buy penergy but did not match.

Taken i3lurker advise and sold TeoSeng for contra gain of RM 488.
Looking at corn price trend next quarter eggs producers wiil make another good profit.

Top up jayaatiasa as I expect another dividend coming.

Posted by leno > Feb 23, 2024 7:43 PM | Report Abuse
it depends on type of warrants
WC will automatically converted to mother share after 1 week of expiry
no need to pay anything.

😘😘

My friendly advise to leno:
Please consult your remisier or call up Ah Thong to explain to you on Insas-WC

Type: Warrants
Sector:
Listing Date: Mar 05, 2021
Maturity Date: Feb 28, 2026
Issue Size: 331,510,380
Exercise Price: MYR 0.90
Ratio: 1:1
Underlying Stock: INSAS

Insas-WC.
Date Open Range Close Change Volume
23/02/2024 0.395 0.375 - 0.40 0.38 -0.015 (3.80%) 3,906,700

Insas.
Date Open Range Close Change Volume
23/02/2024 1.23 1.17 - 1.23 1.18 -0.04 (3.28%) 3,388,700

So yesterday Insas-WC trade at premium of 0.38 - (1.18 - 0.9) = RM 0.1

Since the rights attached to the Warrants which are not exercised during the Exercise Period will thereafter lapse. Mean all Insas-WC will become worthless after the maturity/expired date if not exercise.

Thus when near expired date Insas-WC will trade at discount. Meaning if mother share is at RM 1.00 then most likely Insas-WC will trade at RM 0.06

Those bought WC at 6 sen must have capital to pay insas 90 sen to convert Insas-WC to Insas. His cost is now 96 sen and hope when the new insas share credited into his CDS account the Insas price can still maintain at RM 1.00 so that he can make a profited of RM (1-0.96) = RM 0.04

irredeemable convertible preference shares ("ICPS")
irredeemable convertible unsecured loan stock ("ICULS")

Above on maturity date will not be redeemed but automatic converted to share based on the predetermined conversion ratio.

Adjustments in the exercise price and/or number of Warrants

Details
The number and/or exercise price of the Warrants held by each Warrant holder may from time to time be adjusted in the event of any alteration to the share capital of our Company in accordance with the provisions as set out in the Deed Poll

Debited from the respective depositor’s CDS Account mean taken out as oppose to credited mean put into respective depositor’s CDS Account

Details
The Warrants will be constituted by the Deed Poll. The Warrants which are to be issued with the Rights RPS will immediately be detached from the Rights RPS upon issuance and allotment and will be traded separately on Bursa Securities.

Exercise price
RMO.90 per Warrant.
The exercise price and the number of Warrants in issue during the Exercise Period shall be subject to adjustments under circumstances prescribed in the Deed Poll and in accordance with the terms and provisions contained therein.

Exercise period
The Warrants may be exercised at any time during the tenure of 5 years commencing from the issue date of the Warrants until 5.00 p.m. on the expiry date. If such expiry date is not a market day,
then it shall be the market day immediately preceding the said non￾market day.
The rights attached to the Warrants which are not exercised during the Exercise Period will thereafter lapse.

Mode of Exercise
The holder of Warrants is required to lodge an exercise form with our Company's Share Registrar/any other appointed agent, duly completed and signed together with payment of the exercise price for the Warrants, by banker's draft or cashier's order drawn on a bank in Malaysia.

Alternatively, holders of the Rights RPS who are also holders of the Warrants may surrender the Rights RPS held by them for cancellation at 100% of the issue price of the Rights RPS in lieu of the exercise price of the Warrants. The exercise of the Warrants by the Warrant holders who are also the Rights RPS holders will still require the exercise form to be lodged by the Warrant holders with our Company's Share Registrar or any other appointed agent, duly completed and signed but will not require any cash payment.

The difference between the exercise price of the Warrants (or the adjusted exercise price of the Warrants in accordance with the terms and provisions of the Deed Poll, as the case may be) and the issue price of the Rights RPS shall be repaid by our Company within 1 month from the date the Warrant holder exercising his Warrant, by way of cheque or such other method as our Board may specify.

Exercise Right
Each Warrant entitles the registered Warrant holder to subscribe for 1 new Insas Share at the exercise price of the Warrants during the Exercise Period and shall be subject to adjustments under
circumstances prescribed in the Deed Poll and in accordance with the terms and provisions contained therein

A decamillionaire or decamillionhair?

JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of January 2024 as follows:

Product Production
Fresh Fruit Bunches 87,820 metric tonnes
Crude Palm Oil 16,233 metric tonnes
Palm Kernel 3,979 metric tonnes
Logs 10,464 cubic metres

United Plantation.
Jan 2024
Crude Pal Oil: 17,499 MT
Palm Kernel: 3,636 MT