Hoho coming QR ended December 2024 shl be deciding solely by December Output n Monthly Average Price :

An illustration on FFB output :

👉👉👉 FY25 FFB output : Oct-Nov 2024 vs Oct-Nov 2023


2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

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


>>> An illustration on CPO output:

Jtiasa CPO production output ( MT) X Monthly Average Price ( RM )


Nov 2024 : 19,896 x 5011.5 = 99.71 million

Oct 2024 : 23,013 x 4387.5 =. 100.97 million

Dec 2024 : until 12 December, Monthly Average Price is 5273 ( from Peak 5333.5 , 12/12/2024 is the Lowest: 5145.5 ) .

👉👉👉 Updated on 18/12/2024 :
17/12/2024 is the Lowest : 4940 )

—

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 % .

Hoho Repost :

Hoho oredi posted many hidden Risks … let’s focus on Coming QR ended December 2024 :

👉👉👉 FY25 FFB output : Oct-Nov 2024 vs Oct-Nov 2023


2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

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


>>>
2024 Nov vs 2024 Oct is reduced by 19.5 %.

As the Production Peak season is from May to November…

2024 December FFB output is expected to be Less than 2024 November.

Hoho Callvin ? When he is introduced by Stockraider to i3 on 2013 … he is started as Negative Commentator until 2016 , then became Conartist ! Same as KonLee , after Xingquin is delisted on September 2019 , became Konartist on 2020 .

But Conartist Callvin had better Networking !

1.) Netx 2020 : he can knew when is the New Website shl be established after is Delayed. I had called to the Office .. there is No IR .. the lady Accountant passed me to the Lady PA whom is incharged of the New website. Conartist earlier did said the Lady name “P “ but didn’t want to disclose her position!

Conartist new Recruitment in Netx is thru Sandrakkc , that his hand phone is down .. given a New Hp No … after 9 days the old Hp is Up .🤣👍


He replied my call Happily Retired on December 2020 , ran Road for 3 months , Returned on March 2021 after Plantation Group is recruited by Wendy .

2.) is Texchem LU Superstar as the UMA replied is due to him !


3.) But nowadays his investing strategy is in Question, eg in TSH : he had promoted from RM 1.10 to above RM 1.80 ..then he asked his followers to Average Down on every 10 Sen step down until RM 1.10 … the then Top 3 & 4 ( 2 Sdn Bhd companies with 4.88 % & 4.92 % ) are No Longer in Top 30 the Next FY .

👉( Beware there r many TSH Principal Officers Resigned within 2022 to 2024 , 1 ED .. 1 MD .. 3 CFO ) .


Similar to Jtiasa ke .. 2nd Major Genine :

14.68 % keep disposed share until balance ard 6 % .


👉 Genine started disposed 8.6 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.


👉👉 2nd Round Disposing is started on 16/12/2024 .

Hoho Sslleee must give a 👍 n a 👏to yr TinKosongKonPet questions…🤣🤣🤣

Hoho KonLee yr KonPetHuangbk ke…

Hoho TinKosongHuangbk TinKosong Questions:🤣🤣🤣


Hahahaha.. Why Miketikus still cannot answer his own post? He woke up to the fact, he has been posting fake Jaks facts and figures over 18 months? 🤣🤣
He hasnt answered questions about his own post. All Miketikus can do is try deleting my post. Shameless again

1) How Jaks allocate FCF?
2) How is TNB rate 21.8 has anything to do with LSS4
3) How can Miketikus even got the generation rate wrong about Tier 1 and 2 ?

Latest Question in Jtiasa recently, what a TinKosong …🤣🤣🤣🤔
4) QR ended Sept 2024 unannounced. Why Miketikus post exchange rate for OCT and NOV? Neither here nor there. Year end and Quarter also useless- not complete. Why ?

TinKosongKonHuangbk72 : aka id MrHuangbk />>

Aka ID Marry n MrHuangbk n jc963852 are Banned permanently.

Aka id MrHuangbk is banned permanent recently due to used many abusive / similar id to post abusive n unethical contents … will delete unethical posts n repost..

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

Hoho Konartistsslleee used to call 🐍Ularsawa “ Come to ROI competition forum to rescue him “ ___ beware 🤣😱🤔
>>>

Hoho TinKosong AuntieKonHuangbk blowing PMCORP with TP RM 2.00 , see its Value since November 2013 wow … must be loss naked liaw .. hibernated more than 7 years in cave since 2014 … 


And keep lying and twisting her PMCorp cost is RM 0.245

Ppl in PMCorp asked him is a F or M , he just bla bla bla want to share love wow ..🤣🤣🤣🤔

>>>

👉Posted by Huangbk72 > 2013-11-21 11:51 | Report Abuse

To mikekong55 


I have been a follower of your stock recommendations. 


You have been fairly accurate in your assessment of PMCorp movement.

👉 I am also in PMCorp as I believe in buying and holding long term. Been accumulating from .27 till .36 till .26 and today .28. Being involved in FMCG business, I understand and see the value in PMCORP.


>>>>
After k awaken by Kon BobAxelrod on 2021 .. both as Pretending Negative Commentators in Serba … 



Her partner Kon BobAxelrod said will not recommend best stocks wow but used many aka id to promote.. 

👉 Kon Bobaxelrod

1.) Use many aka id to promote stock : Trevor777 , Trevor888 , Dr Michael


2.) Used id image to Axe Capital CEO Billionaire BobbyAxelrod and New Boss Michael .


👉 TinKosong AuntieKonHuangbk72 Twisted saying I am the One whom said will Not Promote stocks . 

Her Partner KonBobAxelrod is Missing in Action liaw … 


Hoho KonLee “2024 Tikuss Trapp “ ….mau Tanam Tikuss ke as u said much earlier, in Plantation ke ..

Hoho Serba Story Teller buy what u Not understand… why suddenly mad n childish le since said did not hold any Jtiasa shares … taken wrong medicine ke ? 🤣🤔

Hoho KonLee I am name dropping again le .. but nowadays only on this name le :

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .

In FY2023 : Mills utilisation is ard 50 % .. 10 % FFB is outsourced… FY2024 is expected to be 60 % .

2024 Annual report:
Our mill utilization improved from 54% in the previous year to 68% in FY2024. This was attributed to an increased volume of FFB received from our own estates due to higher FFB production. We were also able to source more FFB from external planters in the year. As a result, the processing cost per MT was reduced.
 

Latest AGM minutes:

8. FY2024 of the total 1,209,443 MT FFB
processing in Jaya Tiasa 4 mills, how many
MT were sourced from external planters?
And what will be the projected FY2025 MT
FFB sourced from external planters?
Less than 10% of the FFB processed in FY2024 were
sourced from the external planters. The situation is
expected to be similar in FY2025.

Hoho the Story Teller promoted Serba with 🐍n 🐉story even in Account Fraud… did not hold any Jtiasa shares … why suddenly so childish le …🤣🤔

Total rental payment for FY2024 = RM 9,519,760.8

Rental Area = 46,880 ha

illustration:

>>> Rental per acre is SO cheap le , maybe my illustration is Wrong ???

👉Rental per Hectare = RM 203.1

👉Rental per acre = RM 82.2

Compared to Jaks signed MOU with TDM group to lease Land 1730 acres :

👉 Rental per acre = RM 578


—-

2024 AGM minutes:

1. Top 10 Properties of the Group as at 30
June 2024 (Page 180 of Annual Report)
Can BOD rectify the description “Pulau
Bruit - Bruit Land District” and state clearly
the 46,880 hectares (ha) Rented Land are:

Lepah Plantation : 5,149 ha
Daro Plantation : 11,681 ha
Sawai Plantation : 6,050 ha
Lassa Plantation : 21,300 ha
Kabang Plantation: 2,700 ha
Total : 46,880 ha

We noted your comment. This is to clarify that those “rented” land are not in Pulau Bruit but near Pulau Bruit.

2. Who are the related party or third party
that currently owned the above rented
plantation land, rent rate and the FYE
2024 total rental payment to each of the
plantation land owners?

The related parties are:
(i) Rejang Height Sdn Bhd (Licensee of land at Lepah & Daro Jaya); and


(ii) R.H. Forest Corporation Sdn Bhd (Licensee of land at Sawai, Lassa & Kabang).


Total rental payment for FY2024:

(i) (ii) Rejang Height Sdn Bhd – RM2,830,891.20

R.H. Forest Corporation Sdn Bhd –
RM6,688,899.60

Rent rate depends on MPOB price and it ranges from RM5 per MT to RM30 per MT based on the sales of FFB produced from the land.

Hoho Questions:

A.) Average Age of Trees 🌴 on 2024 :
1.) Jtiasa: 15 years
2.) Tsh. : 14.4 years.

B.) Own Planted Land Area :
1.) Jtiasa :
👉👉Compared to FY2021 = 35,865 hectares
>>> is reduced by 3,888 hectares or - 10.84 %

And on February 2024 , Pulau Bruit is identified by Sarawak Gov suitable for Hybrid Rice cultivation.

1.b.) Rsawit ( same RH group) : keep disposed Land assets: 2020 n 2023 .


2.) Tsh : sale of plantation assets in Indonesia and Sabah () over the past two years. 


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

👉👉👉Hoho Palm oil trees 19 years age is considered old trees … need Replanting latest by 25 years age . 


TSH : average Trees age 13.4 years … Jtiasa : average Trees age 14.0 years … ( 16 .0 years by 2025 ) .



👉 see Public Invest Research on TSH article: 



👉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. 



👉TSH : 


PublicInvest ceases coverage on TSH Resource due to slow growth, sluggish FFB yield 
By Faiqah Kamaruddin 
May 21, 2024 @ 11:02am 



KUALA LUMPUR: Public Investment Bank (PublicInvest) is ceasing its coverage of TSH Resources Bhd due to the company's limited growth prospects and sluggish fresh-fruit bunches (FFB) yield. 
The firm said it is reallocating its internal sources to other sectors. 




Investors should no longer depend on any of our financial forecasts for TSH Resources in making investment decisions, nor infer any adverse opinion as a result of our decision to cease research coverage," said PublicInvest. 



In a research note today, PublicInvest said FFB pr13,214 hectaresoduction growth is anticipated to be subdued this year due to the sale of plantation assets in Indonesia and Sabah () over the past two years. 



"Additionally, the average age of the plantations is increasing (currently 13.4 years old), and FFB yield remains low due to insufficient replanting activities in recent years," PublicInvest said.

Hoho just usual Kon tricks as u cannot post with the actual id if u copied …

Hoho KonLee abg in Insas PB n WC , Netx Wayang ke … stockraider ke …

Soohaitrader
Posted by > 1 hour ago | Report Abuse

market not healthy ..please increase cash level .. dont follow KYY ...

Hoho KonLee mau tanam Tikuss ke as u posted much earlier….

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?

Hoho KonLee “ 2024 Tikuss Trapp “ :

1.) Serba 🐍n 🐉story Teller buy what u Not understand: RM 1.18 to RM 1.41

2.) Who bought Jtiasa : RM 1.42 to RM 1.53

Hoho 👉👉👉 Palm oil currently costs around US$400 per metric tonne more than crude oil.

JAKARTA (Dec 19): Indonesia will increase its export levy for crude palm oil (CPO) to 10% from the current 7.5% to finance higher biodiesel subsidies, its chief economic minister said on Thursday.

The levy will be implemented once the relevant finance ministry regulation has been issued, Airlangga Hartarto said.
Indonesia, the world's top palm oil producer, collects levies to help subsidise its mandatory biodiesel programme, in which bio-content will be increased to 40%, called B40, starting Jan 1 from the current 35%.

The higher blend is expected to increase the subsidy requirement.
BPDPKS, the agency in charge of collecting and managing the palm oil funds, estimated in November that increasing the mandatory blend of biodiesel to 40% would increase the subsidy requirement by 68%.

"There will be funding from BPDPKS ... First, we will increase the levy to 10%," Airlangga said when asked about the subsidy financing.

Palm oil currently costs around US$400 per metric tonne more than crude oil.

Hoho 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.

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。


任何对贸易流动的显著干扰，都可能推高生产生物燃料所需原材料的价格。

中信证券在周一的一份报告中表示，随着出口退税的取消，中国废弃食用油出口的价格优势将减弱，预计出口量将从高位回落。

中国政府在上周五晚间的一份声明中表示，自12月1日起，将取消包括多种金属和废弃食用油在内的出口退税，废弃食用油此前享受13%的退税优惠。同时，还将下调部分精炼油、太阳能和电池产品的优惠幅度。


今年，中国向美国出口的废弃食用油量创下历史新高，因为美国的生物燃料生产商大量采购这种原料，这种原料在当前美国生产生物柴油的补贴结构中提供了更大的利润空间。

据海关数据显示，今年前九个月，中国出口了212万吨废弃食用油，已超过2023年全年总出口量。

废弃食用油与豆油存在竞争关系。今年5月，一个代表美国最大豆类加工商的行业组织表示，中国的废弃食用油，正在压低美国用于生产生物燃料的农作物价格。

Kaleesuwari Intercontinental交易和对冲策略负责人格纳纳塞卡·蒂亚加拉詹表示，中国取消废弃食用油出口退税的消息，打击了市场对棕油的情绪。


他认为，中国的需求可能会下降。

MPOC:产量与库存吃紧 棕油价可企稳4800以上
2024年12月17日

吉隆坡17日讯）由于美国生物燃料行业需求增加，导致大豆油价格回升，再加上大马棕油产量与库存收紧，大马棕油理事会（MPOC）预计，12月原棕油价格料企稳在每吨4800令吉水平以上。

大马棕油理事会在声明中指出，此次原棕油价格的上涨幅度，将取决于大马与印尼的供应条件，特别是如果整个12月持续着严重的季候风，将进一步扰乱生产。


而大马棕油行业自9月以来产量已出现下降，年底库存预测降至180万吨，相比2023年底的229万吨，减少21%。

“不过，燃油价格低迷将抑制着棕油价格的涨势，因为棕油将比柴油再贵每吨400美元（约1779令吉），需要大量政府补贴才能使棕油可用于生物柴油混合。”


今年前10个月，美国从中国进口了107万吨使用后食油，占生物柴油生产中使用的UCO原料的34%，但中国在12月开始取消对使用后食油（UCO）此前享受13%的退税优惠。

因此，大马棕油理事会预计，未来几个月美国生物燃料行业的大豆油使用量将稳步增长。
而印尼方面，正为在2025年1月实施B40生物柴油之前进行囤货活动，以及印尼棕油出口税可能进行修订，都将限制棕油出口供应，支持原棕油价格走势。

今年前11个月，我国原棕油出口增长12.8%，预计到年底将达到1680万吨。

明年1月份的原棕油期货价格为每吨4894令吉，3月期货价格为每吨4758令吉。
原棕油价格上涨和生产情况不佳，推动了大马种植股纷纷强力反弹，今年迄今，种植板块上涨了9.4%，徘徊在两年多来的峰值附近。

Hoho why 底牌也打開了 ？

All plantation companies are making more and more profit. I have used all my money to buy Jaya Tiasa.

一個人最好的活法 : 上半生拿得起， 下半生放得下.

Hoho today No show … see see look look tomorrow :


Date Price Open High Low Volume
2024-12-19 1.32 1.33 1.35 1.30 9,006,200

2024-12-18 1.35 1.39 1.40 1.34 11,934,600

2024-12-17 1.40 1.40 1.43 1.38 5,332,900

Hoho Repost :


Dividend comparison:

Jtiasa : RM 1.38

2020 : Nil
2021 : Nil
2022 : 4.83 % ( payout 20% )
2023 : 4.51 % ( payout 20% )
2024 : 5.41 % ( payout 41 % )


Kimloong : RM 2.58

2020 : 3.05 % ( payout 68% )
2021 : 6.94 % ( payout 98 % )
2022 : 7.14 % ( payout 98 % )
2023 : 8.52 % ( payout 89 % )
2024 : 5.99 % ( payout 85 % )


Inno : RM 1.65

2019 : 1.33 % ( payout 35 % )
2020 : 6.07 % ( payout 84 % )
2021 : 10.84 % ( payout 121 % )
2022 : 11.94 % ( payout 104 % )
2023 : 6.76 % ( payout 90 % )


Scicom : RM 0.83

2020 : 5.46 % ( payout 81 % )
2021 : 5.31 % ( payout 83 % )
2022 : 7.00 % ( payout 79 % )
2023 : 7.02 % ( payout 88 % )
2024 : 7.07 % ( payout 95 % )

Hoho the recent Replanting is on Miri plantation at 21 years old trees … > 18 years is considered old tree..

Hoho Replanting is started on 2002 ….

Hoho more dividend ???

1.) Total Assets is Reducing…

2.) Replanting cost : RM 1.74 billion..

as the company said 3% planted area 69589 is > 18 years , averagely 14 years .

Oh this year Averagely 15 year ….

👉👉👉 Updated on 18/12/2024 :
17/12/2024 is the Lowest : 4940 )

18/12/2024 : 4839

19/12/2024 : 4743

Hoho coming QR ended December 2024 shl be deciding solely by December Output n Monthly Average Price :

An illustration on FFB output :

👉👉👉 FY25 FFB output : Oct-Nov 2024 vs Oct-Nov 2023


2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

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


>>> An illustration on CPO output:

Jtiasa CPO production output ( MT) X Monthly Average Price ( RM )


Nov 2024 : 19,896 x 5011.5 = 99.71 million

Oct 2024 : 23,013 x 4387.5 =. 100.97 million

Dec 2024 : until 12 December, Monthly Average Price is 5273 ( from Peak 5333.5 , 12/12/2024 is the Lowest: 5145.5 ) .

👉👉👉 Updated on 18/12/2024 :
17/12/2024 is the Lowest : 4940 )

—

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 % .

Hoho RH group listed companies:

1.) Rsawit: keep disposed land assets .

2.) SuburTiasa : diversified business into pipe manufacturing n auto sector since May 2023 .

3.) Jtiasa : ???

1.) Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million ( - 451 million )

2024 : RM 1979 million ( + 24 million )

👉👉Is reduced by RM 427 million from 2019 to 2024 , ie : over 5 years .


2.) FY24 : Impairment of Total RM 151.2 million!😱🤔

👉👉👉QR September 2024 : RM 1969.6 million

See Jaks on monetise the Penang land for RM 77.74 million on 9/9/2024 , net book value as at December 2023 is RM 15.97 million with a net pro forma gain of RM50.38 million.


Jaks sold Penang land total 72.23 hectares for RM 77.74 million , ie : RM 1,076,284 per hectares >>> RM 435,566 per acre .


The other Land is used for LSS4 50 MW Solar Farm which is COD on August 2023 .

Hoho ssleee own claimed TA n FA Guru … how is Jtiasa TA ??? What is the Waves now ? So we can learn from u le …🤣🤣🤣😅

Hoho as posted earlier.. Jaks has signed MOU to lease 1730 acres land in Terengganu with TDM group for LSS5 Solar RE tender purpose…

Rental is Rm 578 / acre / year …

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 ...

ie : RM 16,600 / hectare.

> Rimbunan Sawit sells Sarawak plantation land to WTK for RM85mil cash. KUALA LUMPUR (Jan 22): Rimbunan Sawit Bhd is selling plantation land measuring 4,698.2 hectares to WTK Holdings Bhd for RM85 million cash.22 Jan 2020

ie : RM 18,100 / hectare

Volume : 6.94 million

Price : 1.30

VWAP : 1.326


Volume : 5.34 million

Price : 1.34

VWAP : 1.329


Volume : 3.50 million

Price : 1.34

VWAP : 1.326


Volume : 2.80 million

Price : 1.33

VWAP : 1.324


Volume : 2.25 million

Price : 1.31

VWAP : 1.325

Volume : 5.34 million

Price : 1.34

VWAP : 1.329



Volume : 3.50 million

Price : 1.34

VWAP : 1.326


Volume : 2.80 million

Price : 1.33

VWAP : 1.324


Volume : 2.25 million

Price : 1.31

VWAP : 1.325

Hoho Repost :

Hoho oredi posted many hidden Risks … let’s focus on Coming QR ended December 2024 :

👉👉👉 FY25 FFB output : Oct-Nov 2024 vs Oct-Nov 2023


2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

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


>>>
2024 Nov vs 2024 Oct is reduced by 19.5 %.

As the Production Peak season is from May to November…

2024 December FFB output is expected to be Less than 2024 November.

Hoho btw Mr.Kyy why u still promoted Xingquin as oredi in Account Fraud, until is delisted on September 2019 ? TQ in advance….

Hoho Mr.Kyy I had noticed u since a Newbie from 2019 ..esp on yr investing guidelines on 2QR with Improved Profit …and yr background.

( Note : Hoho n Haha to identify is me … as other similar id are not me … as during debate against Kon ) .

I had been debated against ssleee since 2020 in Netx ..during debated against Calvin , Stockraider, Ularsawa ( Dragonslayer) .

Ssleee approached my question to Stockraider… told Lies to bailout him on :

Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …


Then Konartist Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas-PB and WC …

After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts .

Later exposed his more Wayang …

Hoho sssleee , afternoon ada Wayang ke …?? Nak bawa popcorn le mari lihat le …

Oh itu lu punya “ 2024 Tikuss Trapp “ sudah tanam tikuss ke like what u posted much earlier ???

Hoho why TSH started SBB le …

( note : TSH many Principal Officers are Resigned) .


Jtiasa

QR September 2024 :

Other Reserves n Retained Earnings = RM 0.548 billion


Compared to 👉TSH :

Planted Area : 39,000 hectares

QR September 2024 :

Other Reserves n Retained Earnings = RM 1.52 billion

Hoho like Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 …..

7. Why hasn’t the Board considered share buy-back program to enhance shareholders value?
Why has the mandate for share buy-back been discontinued since 2022?

The Company did a series of share buy-back many years ago. When oil palm prices were not good, we stopped the share buy-back in order to conserve cash for operational requirements.

The Company made the decision to stop
obtaining the share buy-back mandate in 2022 to conserve cash for diversification into new business should suitable opportunity arises.

However, share buy-back is not the only
method to return cash to shareholders. The
other way is to increase the dividend payout
which the Company did do in the last financial year. We opined that by doing like this is a more even distribution.

Hoho just wander where is the facility / maintenance personnel ???

Plantation Manager/ Value-Investor can brief forumers ke ? TQ .