Posted by Zuode Zhang > 2014-02-17 13:58 | Report Abuse

It is sad that an Asian company, Wilmar participate in this western propaganda.

Indeed it is important that the Malaysian Palm Oil industry do not be cowed by such cowardly act. Look for alternative markets out there.

Posted by haikeyila > 2014-02-17 14:00 | Report Abuse

there is definitely more here than meets the eye, for as far is wilmar is concerned.

Posted by optimus7 > 2014-02-17 17:21 | Report Abuse

from a fund manager point of view. do u still want to buy jtiasa?? and from jtiasa point of view, do u still want to plant more?

omg. runnnnnnnnnnnnnnnnnnnnnnnnnn.....

Posted by Up_down > 2014-02-17 17:58 | Report Abuse

The movement of share price is much depend on CPO prices. Alternatively, CPO processed from FFB ( peat land ) can be transported to other refinery. It may incur more transportation costs.

Posted by optimus7 > 2014-02-17 18:02 | Report Abuse

updown. my family run one of the biggest palm oil estate in msia. according to my relative who work there. there is a time limit for u to send to process. its not just merely transportation cost. btw. why would a fund mgr pick this with such uncertainties. as if it is the only oil palm stock ka.

Posted by optimus7 > 2014-02-17 18:02 | Report Abuse

I maybe wrong, my relative may bluff me, I also never bother to check la. wakakakaka. u find out n see

Posted by Up_down > 2014-02-17 18:10 | Report Abuse

Extract from Commodity Knowledge Center:

There are a number of factors which impact the quality of palm oil during storage. These factors are light, oxygen, moisture and heat. In order to maintain a the quality of palm oil during storage these elements must be properly managed.

Crude palm oil is stored in steel tanks at a temperature between 88 and 105 Fahrenheit. This temperature is required in order to prevent solidification and fractionation. During filling and draining of the storage tanks, the temperature will be increased above the 105 Fahrenheit. The storage tank will never be completely filled, because the headspace is filled with CO2 to prevent oxidation.

The maximum storage period of palm oil is 6 months. After 6 months period the palm oil has an increased chance to turn sour and the acid level of the oil will rise to unacceptable heights.

Posted by Up_down > 2014-02-17 18:13 | Report Abuse

No worry. There are plenty of time for transporting. Shelf life is almost 6 months.

Posted by optimus7 > 2014-02-17 18:17 | Report Abuse

meaning the fruit can wake 6 month? no la. the info u gave is the processed oil la. or semi. I heard cannot tahan after a very short period la.

Posted by Up_down > 2014-02-17 18:20 | Report Abuse

It is CPO that need to go through refinery. FFB is processed to produce CPO. Many plantation companies have FFB processing plant.

Posted by haikeyila > 2014-02-17 18:22 | Report Abuse

this is actually a good policy. nobody should have planted on peat in the first place. note that wilmar is being fair by clarifying that only new plantations will be affected. we should all buy wilmar and not all these land-grabbing, environmentally-damaging crony sarawak companies.

Posted by optimus7 > 2014-02-17 18:25 | Report Abuse

haikeyila. 1000 likes to u.
I love the orang utan....

Posted by Up_down > 2014-02-17 18:25 | Report Abuse

Extract from Wilmar:

Peat is an accumulation of partially decomposed vegetation matter. Over time, the waterlogged soils prevent the organic matter from fully decomposing, thereby creating a thick layer of peat soil, also commonly known as peatland. Peatlands perform a significant carbon storage function for the planet.

In recent decades, huge amounts of carbon stored under tropical peatlands have been released into the atmosphere due to deforestation, land use change and fire activities. Such events have undone and upset the carbon sink function and as a result, compounded the problem of global warming.

Wilmar has a policy of not establishing plantations on deep peatlands (peat soil depth of 3 metres or more), in accordance with the Indonesian national regulations. In lowland areas where shallow peatland (less than 3 metres) development is permitted, we adopt a sound hydrological management approach that takes into account critical parameters such as water levels, stream discharge properties, flooding, water quality, peat subsidence, soil properties, erosion sedimentation and fire incidence.

Other than legal and regulatory requirements, it is also not commercially sensible to develop on deep peatlands because they pose a challenge to machine mobility and require a higher fertiliser input. The cost of constructing and maintaining the roads would be very high, as materials like stone will have to be imported from elsewhere. Crop stability will also be an issue. The high water content of peatlands mean that palm oil plantings often have to be made on elevated pedestals to prevent the roots from being in standing water. As a consequence, many trees fall off due to lack of support.

Posted by Up_down > 2014-02-17 18:28 | Report Abuse

Now, I understand why Biological Assets for Jtiasa is stayed at sky high in term of RM / hectare.

Posted by optimus7 > 2014-02-17 18:30 | Report Abuse

so is it still the best palm oil stock in Malaysia? in terms of value.

Posted by eftee > 2014-02-17 18:33 | Report Abuse

CPO at 2,685 today. Going for 2,700 soon

Posted by Up_down > 2014-02-17 18:33 | Report Abuse

It seems that Jtiasa has planted a lot palm oil in peatland. It costs much more due to

" Other than legal and regulatory requirements, it is also not commercially sensible to develop on deep peatlands because they pose a challenge to machine mobility and require a higher fertiliser input. The cost of constructing and maintaining the roads would be very high, as materials like stone will have to be imported from elsewhere. Crop stability will also be an issue. The high water content of peatlands mean that palm oil plantings often have to be made on elevated pedestals to prevent the roots from being in standing water. As a consequence, many trees fall off due to lack of support. "

Posted by Saturn > 2014-02-17 18:34 | Report Abuse

Wah uncle Koon on the row.........

Posted by optimus7 > 2014-02-17 18:36 | Report Abuse

like that costly lo. where got good la this company.

Posted by Up_down > 2014-02-17 18:37 | Report Abuse

Why Biological Assets of TAAN is much lower than Jtiasa in term of RM/ hectare? TAAN is partly indirectly owned by Pec Mo. That's why TAAN is able to fetch land in better location.

Posted by optimus7 > 2014-02-17 18:39 | Report Abuse

also. white hair may use ahgong lui to build infra. n transport ma. so simple.

Posted by optimus7 > 2014-02-17 18:40 | Report Abuse

a foreign fund mgr see the following run fast fast lo, don wan know how undervalue bcos doesn't comply with their investment standard la.


Other than legal and regulatory requirements, it is also not commercially sensible to develop on deep peatlands because they pose a challenge to machine mobility and require a higher fertiliser input. The cost of constructing and maintaining the roads would be very high, as materials like stone will have to be imported from elsewhere. Crop stability will also be an issue. The high water content of peatlands mean that palm oil plantings often have to be made on elevated pedestals to prevent the roots from being in standing water. As a consequence, many trees fall off due to lack of support. "

Posted by Up_down > 2014-02-17 18:41 | Report Abuse

You are so good in turning and direct. hahaha

Posted by Up_down > 2014-02-17 18:42 | Report Abuse

Local fund managers & retailers to support. Foreign fun are hopeless.

Posted by Megatron > 2014-02-17 18:43 | Report Abuse

Megatron is here

Posted by Megatron > 2014-02-17 19:37 | Report Abuse

talk on create chaos in world

Posted by tonywong8 > 2014-02-18 08:32 | Report Abuse

I think Wilmar might foreseen over supply of palm oil in the future and laid down the policy to reduce over planting at Sarawak. Those big players whose owned half million acres of plantation land may slowly inject the asset into listed companies for big cash.

Posted by kk123 > 2014-02-18 21:56 | Report Abuse

I suggest if wilmar does so , perhaps Msia and indo gov 2 of the largest palm oil producer can impose a fined on wilmar or higher tax on palm oil which it source from non peat oil , in response to the illogical actions taken ..
See later who is the real boss , is it wilmar or the 2 govment

Posted by Icon8888 > 2014-02-20 22:14 | Report Abuse

I visited peat estates recently, a lot of trees leaning. Some are totally lying on the ground and the leaves grow upwards again attracted by the sunlight. So it is like J shape

Posted by Icon8888 > 2014-02-20 22:17 | Report Abuse

If the peat is deep, the land will gradually sink under the weight of the trees and the peat oxidize. Sooner or later, the peat land will be lower than the river water level, meaning will not be able to drain the water out by gravity. The estates will be waterlogged and no more suitable for planting. That is the problem with peat

Posted by optimus7 > 2014-02-20 22:31 | Report Abuse

jtiasa, best undervalued stock in the galaxy!!!

Posted by Saturn > 2014-02-20 22:33 | Report Abuse

Eh eh Saturn also got palm oil......so does mars and Pluto.......

Posted by optimus7 > 2014-02-20 22:34 | Report Abuse

must have. must include the galaxy if not ppl will say me stupid.

Posted by Icon8888 > 2014-02-20 22:41 | Report Abuse

Cybertron got peat or not ?

Posted by Saturn > 2014-02-20 22:42 | Report Abuse

Hahahah I am still laughing on age of extinction.......aiyo....yoyoyo

Posted by Icon8888 > 2014-02-20 22:43 | Report Abuse

Can ask jtiasa to plant there if got peat

Posted by Saturn > 2014-02-20 22:44 | Report Abuse

I don't know...I can't fly but transformer can

Posted by Icon8888 > 2014-02-20 22:47 | Report Abuse

Saturn can't move。 It can only spin wakakakaka how pathetic

Posted by Icon8888 > 2014-02-20 22:48 | Report Abuse

Oops it does can move in a circle. Apologize