Posted by calvintaneng > 2020-11-20 08:27 | Report Abuse

JTIASA IS ONE RARE GEM YOU CAN BUY AND HOLD LONGER TERM LIKE TYCOON PETER LIM HOLDING WILMAR

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-15-story-h1536433928-ALL_BY_INVESTING_IN_PALM_OIL_Peter_Lim_From_Taxi_Driver_To_Billionaire_.jsp

Posted by luckyme123 > 2020-11-20 09:07 | Report Abuse

very detailed and informative.. Thank you

Posted by i3gambler > 2020-11-20 09:24 | Report Abuse

Share Price = 0.855
Share Qty = 967,991,000

A)Market Cap = 827,632,305
B)Total liabilities = 1,048,623,000
C)Non-controlling interests = 1,306,000
D)Other investment = 38,500,000
E)Current assets = 155,033,000


Total Mill, mt/hr = 305 (Estimate form FFB processed)
F)Value of Mill (250K per mT/hr) = 76,284,247

Enterprise Value for Planted Estate = A+B+C-D-E-F = 1,607,744,058
Total Planted Ha = 69,589
Enterprise Value / Planted Ha = RM23,103

Posted by calvintaneng > 2020-11-20 09:42 | Report Abuse

One missing piece of the puzzle all have missed

The extremely low price of Jtiasa land cost

In Pulau Bruit land on this pristine island is only 0.016 sen psf

If Jtuasa want to follow fiamma, seacera or oka example it can easily revalued lands and book them as profits

Then it will show HUGE PROFITS

PLUS NTA WILL INCREASE BY MANIFOLD

Jtiasa is not interested in short term measures as it has a very rock solid longer term approach

Posted by i3gambler > 2020-11-20 10:03 | Report Abuse

Enterprise value per Planted Ha:
1) SUBUR: RM16,143,
2) RSAWIT: RM22,322,
3) SWKPLNT: RM21,206,

SUBUR's EV/Ha is the lowest.
If you are looking for cheap land, go for SUBUR, but it is still a loss making company,

Posted by calvintaneng > 2020-11-20 11:52 | Report Abuse

I think Jtiasa Boss got dispose both SuburTiasa and Rsawit but holding all Jtiasa shares tightly

Posted by calvintaneng > 2020-11-20 12:28 | Report Abuse

Slowly quietly steadily accumulate cpo stocks as Soyoil future keep on relentlessly going up almost everyday

The selling prices of Ffb, cpo and palm kernal will be at elevated level from now

Results for Feb 2021 will be fantastic

Posted by calvintaneng > 2020-11-20 16:40 | Report Abuse

Very strong soyoil future at USD39 even on a Friday in Dalian

Tnight let's see US Chicago soyoil future will break the Usd40 barrier due to world in shock panic buy soybean again

Posted by calvintaneng > 2020-11-21 07:26 | Report Abuse

Last night US soyoil reached the high of USD39.32 but then profit taking set in to close at Usd38.64.

Still very high from USD30 which is the very good support for Cpo bull trend

Since Brazil still in very hot weather planting of soybean will now be delayed till near December 2020

It takes soybean 100 days to grow and fully mature for harvesting

So with USA soybean fully harvested by Nov 2020 there will be not much soybean on world market till early March 2021

Within these 4 months only old stock of soybean left with ever increasing demand

Can expect remaining stock of soybean to go even higher

For this reason Cpo will reign supreme going into early 2021

And if Mato Grosso of Brazil soybean crop face unrelenting drought for next 3 months then Cpo prices will explode upward like years 2012/3 into a very powerful bull run

Jtiasa reached Rm2.70 then. Will Jtiasa reach Rm2.70 again?

Possible

Yet to be seen

Posted by stockraider > 2020-11-22 13:14 | 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 stockraider > 2020-11-22 13:17 | 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 calvintaneng > 2020-11-23 16:00 | Report Abuse

Just few more days

Giant treasure results will be out

Posted by calvintaneng > 2020-11-24 07:33 | Report Abuse

Soybean touched Usd12
The highest since year 2016

Time for Jtiasa to rebound back to years 2014 to 2016 price above Rm2.70 in its Cyclical Trend

Posted by apolloang > 2020-11-24 10:00 | Report Abuse

tan sri calvin u didn't buy kstar and euro? hehe

Posted by calvintaneng > 2020-11-24 13:33 | Report Abuse

keep solely to palm oil stocks

buy more while cheap

Posted by calvintaneng > 2020-11-25 00:31 | Report Abuse

https://www.foodnavigator-asia.com/Article/2020/11/24/Palm-oil-in-China-Consumption-growth-expected-in-food-sector-as-government-moves-to-phase-out-GM-soybean-oil