Posted by calvintaneng > 2020-11-15 23:11 | Report Abuse

Since Uncle Kyy first posted on Jtiasa after he gone up to survey those Huge Jtiasa Plantations up in a helicopter 7 years ago in year 2013

JAYA TIASA PLANTATION AVERAGE AGE IS NOW 11 YEARS

THIS THIS THE PRIME AND MOST PRODUCTIVE STAGE OF PALM OIL NOW

FROM 11 YEARS TILL AGE 30 JTIASA DOES NOT NEED REPLANTING BUT REAP A BOUNTIFUL HARVEST YEAR AFTER YEAR

Posted by stockraider > 2020-11-15 23:19 | Report Abuse

LET GENERAL RAIDER & SIFU CALVIN CONTINUE KYY UNSUCCESSFUL JOURNEY ON JAYA TIASA LOH...!!

WHY KYY FAILED ON JAYA TIASA WHEN GENERAL RAIDER & SIFU CALVIN ARE EXPECTED TO SUCCEED HERE LEH ??

THE KEY BOIL DOWNS TO VALUATION...VALUATION....& VALUATION, WE ENTER JTIASA AT A REASONABLE PRICE WITH BIG MARGIN OF SAFETY & WHERE THERE IS STRONG UPSIDE POTENTIAL OF PALMOIL PRICE AT SUSTAINED LEVEL MAH...!!

Posted by ming > 2020-11-15 23:33 | Report Abuse

As long as cpo still at high side.. even lousy company also can goes up ba.. chiong ar~

Posted by Fong YM > 2020-11-16 00:55 | Report Abuse

sudah la, jaya this time 6 mil profit only.
dont hope too much, mayb next quarter can perform better, but production down for 3rd quarter definitely affected their result.
Trust or not trust you will have the answer in 2 weeks time.

Posted by calvintaneng > 2020-11-16 06:51 | Report Abuse

Rm6 million profit ?

Next qtr can perform better ?

Think longer term loh!

See how my Supermax took 6 months to up from Rm1.73 to Rm24.44!

How Tycoon Peter Lim turned S$10 million to S$1.5 billion after 10 years

Jtiasa is not for day trade but for Serious longer term investing lah

Longer term?

Yes, we already waited 7 long years when Kyy told us how he gone up in helicopter for year 2013 to survey those Jtiasa plantations

So be patient ok

Posted by i3gambler > 2020-11-16 15:31 | Report Abuse

Pick from the Sarawak Plantation Companies which pay Dividend:
1) SOP pay 5 cents
2) SWKPLNT pay 5 cents
3) TAANN also pay 5 cents

SWKPLNT is the best, highest Dividend Yield!

Read the following facts about SWKPLNT.

Total Planted Estate = 35,076 Ha
Share Qty = 279,032,200
Share Price = RM2.130 (Last Friday Closing)
Market Cap. = RM594,338,586
Total non-current liabilities = RM174,307,000
Total current liabilities = RM131,141,000
Non-controlling interests = RM10,470,000
Total current assets = RM153,188,000
Total Milling Capacity = 120 mT/hour
Total Milling Assets = RM30,000,000 (Assume 250,000 per mT/hour, it is close to the item "Property, plant and equipment = RM282,225,000" in the Balance Sheet. For comparison, CB INDUSTRIAL PRODUCT HOLDING BERHAD (CBIP) built a new 45 mT/hour Mill in Kalimantan at a cost of around RM1 million per mT/hour)

Enterprise Value (EV) for Planted Estate
= 594,338,586 + 174,307,000 + 131,141,000 + 10,470,000 - 153,188,000 - 30,000,000
= RM727,068,586

EV / Planted Estate = RM20,728 / Ha

For comparison, on 20th October 2020, FGV HOLDINGS BERHAD (FGV) issue an official statement and mention in it that "Replanting expenses for the 15,000 hectares were in the range of RM300 million per annum".
Wow, FGV's replanting cost alone already RM20,000 / Ha,
SWKPLNT's EV / Planted Estate is only RM20,728 / Ha.

Now, look from the point of FFB Production,
Latest 12 months FFB Production = 338.502 mT
EV / Annual FFB = RM2,148 / mT

Posted by calvintaneng > 2020-11-16 17:33 | Report Abuse

Look at it in different light

Fgv got those leasehold lands from Felda who bought and valued those lands at Rm3200 per acres book value

Fgv spent money to develop and replant those lands

Yearly Fgv will need to pay Felda about Rm280 per acre to rent those lands

Palm oil yield per acre about Rm300 when times were bleak

So Fgv worked one month for Rm300 per acre to cover cost of paying Felda

11 months go to Fgv

Now that Ffb has gone up more than double to Rm700 Fgv profits will explode upward

Cepatwawasan just reported as increase of 385% profit which is great

So Fgv with over 1.3 million tonnes of Ffb for July, Aug and Sept should do fantastic

And since Fgv dished out so much money to replant those palm oil trees Felda will have to pay more than Rm4 billions to take back those lands

So for Fgv head it wins tail it also win

Posted by calvintaneng > 2020-11-16 17:36 | Report Abuse

12 months Ffb production for swk plant (FYI Calvin owned swk plant before ) 338 tonnes is nothing compared to Jtiasa

Jtiasa in just one qtr or 3 months of July Aug and Sept 2020 already garnered 326,000 tonnes of ffb

Posted by calvintaneng > 2020-11-16 17:38 | Report Abuse

Sarawak plant 12 months 338,000 tonne Ffb

Jaya Tiasa 3 months 326,000 tonne Ffb (if 12 months will be 1.304 Million tonnes of Ffb

Posted by densim > 2020-11-16 21:15 | Report Abuse

Round Logs & Plywood prices are depressed. It will lower the Palm Oil contribution...

Posted by calvintaneng > 2020-11-16 21:20 | Report Abuse

Jtiasa this coming qtr result got 326,000 tonnes of Ffb will over ride due to higher selling prices

See ioi got excellent result

Cepat yoy is a whopping 385% up

Posted by densim > 2020-11-16 21:22 | Report Abuse

Given limited resources..I bang all into Rsawit....

Posted by calvintaneng > 2020-11-16 21:28 | Report Abuse

Rsawit is 100 pure upstream palm oil

Jtiasa also own Rsawit shares and I got both

Posted by KAQ4468 > 2020-11-16 21:37 | Report Abuse

Good.. Rsawit

Posted by i3gambler > 2020-11-19 09:02 | Report Abuse

TAANN bought 30.5% equity in SWKPLNT at RM2.00 per share in early 2018 and and became the biggest single shareholder.

So I would like to compare before and after 1st Jan 2018.

For SWKPLNT:
For the whole year of 2017, FFB production was 237827 mT.
For the latest 12 months (Nov 2019 - Oct 2020), FFB production was 338502 mT.
An increase of 42.33%.

Now look at JTIASA,
For the whole year of 2017, FFB production was 1082137 mT.
For the latest 12 months (Nov 2019 - Oct 2020), FFB production was 980,292 mT.
A decrease of 9.41%.

Now, Compare the size of these two companies,
1) FFB production: 980292 / 338502 = 2.90
2) Enterprise Value (EV) : 1584m / 735m = 2.16
3) Market Cap: 803 / 603 = 1.33

I do not really trust any small company.
Heard people said that many companies have 3 sets of accounts,
One for the boss himself, one for the partners and another one for the government.

TAANN will not be that daring because the Sarawak government still hold very big shares in SWKPLNT, in fact the equity percentage is higher than TAANN's if include other government related units.

So I like SWKPLNT for:
1) FFB will increase further for 2021, at least double digit as committed by the company.
2) Already making more profit and paying dividend, definitely will earn even more and pay more dividend.

Posted by enning22 > 2020-11-19 11:22 | Report Abuse

forget about kyy, jtiasa runs the plantation business like fgv style. so u know the result.

Posted by calvintaneng > 2020-11-21 10:37 | Report Abuse

Swk plantation reported excellent result

It's Ffb for Oct 30,000 tonnes

Jtiasa result will be out next week

From July to Sept 2020 Jtiasa total Ffb is 326,000 tonnes

Each month more than 3x swk plant produced

Since all Jtiasa plantation like Sarawak plantation
Are both located in Sarawak states let's wait and SEE Jtiasa coming result soon

Posted by i3gambler > 2020-11-22 13:08 | Report Abuse

You see,

I expect SWKPLNT to pay more dividend (see above my earlier comment), but I thought they would pay only after the Q4 result.

So big surprise that they want to pay now.

Look at their Balance Sheet, it is very healthy,

May be they want to pay again afetr Q4, who know?

Posted by stockraider > 2020-11-22 13:08 | Report Abuse

Again u need to interpret properly these data mah...!!

2020 latest price 11.81
2019 price........9.53
2018 price.......8.92
2017 price......9.59
2016 price......10.02
2015 price......8.65
2014 price......10.22

At Latest 11.81....it is at 6 yrs high mah...!!
Very powerful mah...!!

Still got chance & room to go to 20 years high at 14.11 mah..!!

Very powerful gain loh...!!

Posted by Mikecyc > Nov 22, 2020 12:49 PM | Report Abuse

Soybean Prices - Historical Annual Data
Year Average
Closing Price Year Open Year High Year Low Year Close Annual
% Change
2020 $9.2361 $9.5625 $11.8100 $8.2175 $11.8100 23.92%
2019 $8.9298 $9.0700 $9.5300 $8.0250 $9.5300 6.78%
2018 $9.3456 $9.6475 $10.7750 $8.1400 $8.9250 -7.01%
2017 $9.7820 $9.9500 $10.7500 $9.0400 $9.5975 -4.26%
2016 $9.8753 $8.5600 $11.7825 $8.5600 $10.0250 15.81%
2015 $9.4242 $10.0700 $10.5650 $8.5525 $8.6565 -15.32%
2014 $12.2850 $12.7000 $15.2010 $9.1025 $10.2230 -21.15%
2013 $13.8587 $13.9225 $15.4075 $11.9350 $12.9650 -8.14%
2012 $14.6226 $12.2750 $17.6825 $11.5825 $14.1135 17.04%
2011 $13.1852 $13.7900

Posted by stockraider > 2020-11-22 13:09 | Report Abuse

U analyse properly lah....!!

The latest logs production figure for Wtk & jtiasa already bottom up & stabilise loh...!!

For example the lowest log production for wtk is dec 2019 at 8628 m3 but in latest oct 2020 it is 12524 m3 up 45% mah...!! Also selling price up 40% mah....!! very powerful gain mah...!!

Likewise Jtiasa lowest production is in Jan 20 at 3003 m3 but in the latest Oct 20 it when up sharply to 14802 m3 a very sharp increase of 393% mah.!

With further high gain in selling price of 40%, u can expect very big improvement in jtiasa

Always look at these very important big changes & improvement loh..!!

Posted by Mikecyc > Nov 20, 2020 11:05 AM | Report Abuse

WTK Logs Jtiasa Logs

Dec2018 = 58,217 m3 : 12,892 m3
Nov2019 = 13,202 m3 : 26,535 m3
Dec2019 = 8,628 m3 : 24,440 m3
Jan2020 = 12,508 m3 : 3,003 m3
Feb2020 = 18,465 m3 : 7,828 m3
Mar2020 = 12,273 m3 : 13,944 m3
April2020 = 10,433 m3 : 22,668 m3
May2020 = 14,612 m3 : 7,291 m3
June2020 = 9,203 m3 : 24,276 m3
July2020 = 12,887 m3 : 15,118 m3
Aug2020 = 10,092 m3 : 22,341 m3
Sept2020 = 12,060 m3 : 22,915 m3
Oct2020 = 12,524 m3 : 14,802 m3

Posted by calvintaneng > 2020-11-23 16:01 | Report Abuse

Giant Treasure result out by 26 Nov

Posted by calvintaneng > 2020-11-26 12:08 | Report Abuse

Today is the day