Posted by jjohnchew > 2 months ago | Report Abuse

Hoho is it One of the reasons why the second Major ( ard 14 % ) keep disposed shares until ard 6 % since August 2023 to July 2024 .

Posted by jjohnchew > 2 months ago | Report Abuse

The association warned that more than a third of the planted area could be classified as old growth by 2027. MPOA Chief Executive Joseph Tek said the average cost of replanting was about 20,000 ringgit (US$4,265) per hectare, or nearly US$3 billion.4 Oct 2023

Posted by Sslee > 2 months ago | Report Abuse

Good morning 3iii and TQVM for compiling the important financial figures for jtiasa.

Can you do me a favor to compile one for the gruesome company jaks.
Your student Mike day and night 24/7/365 promoting jaks with his misleading information and figures.

Repost from jaks forum:
Jaks as at 30/6/2024
RM'000
Current Liabilities
Bank borrowings 59,894
Bank overdraft 5,877
Non-Current Liabilities
Long Term Borrowings 407,622

So with land disposal cash inflow of RM77.74 million Jaks should have enough cash for repayment of borrowings and working capital for FYE 2024.

After that still need RI or PP till year 2030. Or like Mike-tikus suggest disposal of Evolve mall then again any buyer when Evolve mall is loss making every year.

Has Mike-tikus already learnt the peril of negative operating cash flow?

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho interesting le , referring to FYE2023 :

Top 10 List of Properties Owned :

1.) Pulau Bruit , Bruit Land District

👉Tenure : Rented land

Existing use : Oil Palm estate, CPO mill , Building & Quarter


👉Area : 52,880 hectares


Approximate age of building: 15 years


2.) Pulau Bruit , Lot 5,6,14,15 Bruit Land District

Tenure : leasehold until 2064

Existing use : Oil Palm estate, Building & Quarter


👉Area : 10,043 hectares


Approximate age of building: 11 years


> Where as other 9 properties are with Leased Tenure until 2060 , 2064 etc .


>>👉👉Going to tanam Hybrid Rice !!!



ukas sarawak gov
https://ukas.sarawak.gov.my › pul...
Pulau Bruit Suitable to Become One of Sarawak's Hybrid Rice Cultivation Area – UKAS


20 Feb 2024 — DARO: Pulau Bruit possesses land suitable for cultivating hybrid rice due to its fertile soil conducive for agricultural activities.


Key point :

👉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.

Pulau Bruit Palm oil plantation area = 52880 + 10043 = 62,923 hectares

>>> 62923 / 69589 = 90.4 %

Posted by jjohnchew > 2 months ago | Report Abuse

Repost from Jaks :

Posted by Johnchew5 > 1 week ago | Report Abuse

Jaks Free Cash Flow by Quarterly :

30/9/2023 :

Free Cash Flow : + 6.21 million
Free Cash Flow Growth : + 146.08 million

31/12/2023 :


Free Cash Flow : + 61.48 million
Free Cash Flow Growth : + 889.59 million


31/3/2024 :


Free Cash Flow : - 37.79 million
Free Cash Flow Growth : - 161.47 million



30/6/2024 :

Free Cash Flow : - 11.96 million
Free Cash Flow Growth : + 68.34 million



>>>

Jaks Free Cash Flow by Yearly :

31/12/2021 :

Free Cash Flow : - 28.17 million
Free Cash Flow Growth : + 34.28 million


31/12/2022 :

Free Cash Flow : - 171.22 million
Free Cash Flow Growth : - 507.73 million



31/12/2023 :

Free Cash Flow : + 3.78 million
Free Cash Flow Growth : + 102.21 million

Posted by jjohnchew > 2 months ago | Report Abuse

Emm .. to be or not to be tanam Hybrid rice !!!!

Posted by Sslee > 2 months ago | Report Abuse

Looking at Jtiasa
July CPO 20,558MT PK 4,698MT
Aug CPO 25,238 MT PK 5,850 MT
Sept

With favorable CPO and PK price quarter ended 30/9/2024 revenue will be more than RM 300+ million and NCF from operating activities more than RM 100+ million

Posted by jjohnchew > 2 months ago |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

KMLOONG VS TSH VS JTIASA

KMLOONG has the highest revenues. However, its gross profit margin is lower than TSH and JTIASA.

Despite the lower gross profit margin, KMLoong manages its operating expenses better than TSH and JTIASA. Its EBIT margin is higher than those of TSH and JTIASA.

Also, KMLoong has less borrowings and holds a lot more cash than TSH and JTIASA.

Market caps
KMLoong 2.393b
TSH 1.56b
JTIASA 1.042b

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho is 90 % of the Plantation going to be Sawah Padi soon !!!

Especially on the Rented Land , no more Leasehold….

Is this the reason why Second Major keep selling shares over the 12 months..

Posted by Sslee > 2 months ago | Report Abuse

Jaks
Current Year Preceding Year
12 Months 12 Months
ended ended
31-Dec-2023 31-Dec-2022
RM'000 RM'000
Cash generated from / (used in) Operating activities (9,604) (73,970)
Interest paid (7,221) (2,573)
Income tax paid (2,638) (4,403)
Net Operating Cash Flow (19,463) (80,946)

Note part of interest payment is state under financing activities:
Cash flows from / (used in) financing activities
Proceeds from issuance of share capital 38,272 711
Interest paid (21,287) (21,813)
Drawdown / (Repayment) of short term borrowings 2,178 (7,225)
Drawdown (Repayment) of lease liabilities 1,163 (228)
Drawdown / (Repayment) of bank term loans (5,354) 132,129
Share issuance expenses (882) -
Net Financing Cash Flow 14,090 103,574

Cash flows from / (used in) investing activities
Purchase of property, plant & equipment and right-of-use (60,640) (140,319)
Interest received 748 1,425
Proceeds from disposal of property, plant & equipment 507 206
Dividend received from Joint Venture company 27,386 70,132
Decrease / (Increase) in deposits pledged 29,578 (4,877)
Addition to investment in Joint Venture company Bank balance held as security values (9) (12) - -
Net Investing Cash Flow (2,430) (73,445)

Posted by ks55 > 2 months ago | Report Abuse

KMLOONG is always better buy and fetch premium over JTiasa for
1. Credible, trustworthy and integrity BOD
2. Financial strength of its major shareholders
3. Willingness to share profit with minority shareholders

For other strong points, you can get them when you read through its annual report.

Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo
Mike-tikus jaks even dispose it LSS4 solar farm land. Soon become landless

Posted by ks55 > 2 months ago | Report Abuse

By the way, KMLOONG and Crescendo have common major shareholders and BOD.
Crescendo is very generous to its minority shareholders, and we do expect same policy applies here with KMLOONG. Go to find out Crescendo's share price movement today.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho KMLOONG :

ROE 19.28
P/E 14.44
EPS 16.97
DPS 13.00
DY 5.31%

NTA 0.8800

When I asked Sslee on his Growth n Dividend stock selection criteria, he did not know n diverting, Twisting…

Posted by Save > 2 months ago | Report Abuse

The reason for palm oil lower production in 2024 than 2023 is very clear now-El Nino effect. August data suggested Penisular companies production not much affected but Sabah YoY reduced 39%, Serawak YoY reduced 29%!
https://bepi.mpob.gov.my/index.php/stock/313-stocks-2024/1173-monthly-closing-stock-of-oil-palm-products-2024
FCPO Report: Malaysian palm oil futures fell below MYR 3,890 per tonne, retreating for the third consecutive session as traders reacted to monthly data from the country's Palm Oil Board. Palm oil stocks at the end of August increased by 7.34% from the previous month to 1.88 million metric tons, the highest level in six months, according to the industry regulator. Meanwhile, production grew by 2.87% in August from July to 1.89 million tons, while exports fell by 9.74% to 1.53 million tons. In Indonesia, the top palm oil producer, Jakarta is preparing to lower export duties to improve competitiveness and raise farmers' incomes, which could further impact Malaysia’s export market. In India, the world’s largest palm oil consumer, purchases of the commodity plunged by 27% in August due to abundant stock levels. Elsewhere, crude oil prices declined on persistent concerns over weak demand from China. Still, strength in rival oils on the CBoT on Monday limited the decline.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho my selection as posted earlier: Scicom with ROE 20.76


ROE 20.76
P/E 11.75
EPS 6.85
DPS 6.50
DY 8.07%


NTA 0.3300

>> ROE => 16

Posted by Sslee > 2 months ago | Report Abuse

Jaya Tiasa to Buy 55% Stake in Wealth Houses Development for MYR52 Million
23-07-05

Question 1: Who is the land owner of this 52,880 hectares rented land at Pulau Bruit, Bruit Land District?

The land owner is the Sarawak gov’t and RH Group.
Plantation
Ha

Wealth Houses Plantation
6,000

Lepah Plantation
5,149

Daro Plantation
11,681

Sawai Plantation
6,050

Lassa Plantation
21,300

Kabang Plantation
2,700

Total 52,880

Monthly fee = FFB production X agreed rate: Question: May I know what is the agreed rate?
Average rate of RM10/mt to RM15/mt

Posted by Sslee > 2 months ago | Report Abuse

Mike-tikus telling lies again and again
Growth stock Yinson
Dividend stock Jtiasa and Pantech

And gruesome stock jaks

Posted by jjohnchew > 2 months ago | Report Abuse

> July 2024 Production Output: FFB is dropped 7.9 % , CPO is dropped 9.5 % .

> August 2024 Production Output: FFP is increased 2.74 % , CPO is increased 8.2 %

Posted by Sslee > 2 months ago | Report Abuse

Repost:
The budgeted FFB production for FYE 30 June 2025 is 1,211,852 MT. So need to apply more fertilizer.

FFB projection:
30-Jun-2022
(Actual)
30-Jun-2023
(Actual)
30-Jun-2024
(Actual)
30-Jun-2025
(Budget)
Planted area (ha) 69,589 69,589 68,569 67,449
Immature (%)(<4 years)
0.0% 0.0% 0.0% 0.0%
Young mature (%)(4-7 years)
3.1% 0.0% 0.0% 0.0%
Prime mature (%)(>7 years)
96.9% 100.0% 100.0% 100.0%
FFB production (MT) 737,723 943,924 1,155,478 1,211,852
FFB yield 10.6 13.6 16.6 17.8

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho still twisting n telling lies :

My selection : Growth n Dividend stock is Scicom with 5 years DY % ….. Dividend stock is Zhulian with Dividend Policy 60 % with 5 years DY , although Net Income is decreasing.

Jaks is Calculated Risk Stock with potential to be Growth stock .


—-

Posted by Sslee > 1 minute ago | Report Abuse

Mike-tikus telling lies again and again
Growth stock Yinson
Dividend stock Jtiasa and Pantech

And gruesome stock jaks

Posted by Sslee > 2 months ago | Report Abuse

KM Loong have smaller plantation land/assets and thus smaller equity resulting in high ROE

KM Loong make a lot of money from milling as it mill able to collect FFB from surtounding small holders.

Segmental information
Major segments by activity:-
Revenue Results
Year ended Year ended
31/01/2024 31/01/2023 31/01/2024 31/01/2023
RM’000 RM’000 RM’000 RM’000
Plantation operations 234,726 263,954 117,130 145,190
Milling operations 1,493,417 1,866,579 110,737 110,581
1,728,143 2,130,533 227,867 255,771

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho still twisting n telling lies ..
Ran out of idea oredi … 🤣

—-

Posted by Sslee > 26 minutes ago | Report Abuse

Aiyoyo
Mike-tikus jaks even dispose it LSS4 solar farm land. Soon become landless

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho no worries.. Jtiasa soon to be Sawah Padi land rather than Palm oil plantation land ..

Posted by Sslee > 2 months ago | Report Abuse

Mike-tikus
Die die also must twist and turn, telling lies and promote gruesome company jaks just becase he trapped himself high and dry in jaks.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho my attention in Jaks after Ssleee said sold Jaks on April 2023 since holding from 2017 …

Posted by Sslee > 2 months ago | Report Abuse

Telling lies again since when am I holding jaks from 2017 and only sold in 2023?

Posted by jjohnchew > 2 months ago | Report Abuse

ukas sarawak gov
https://ukas.sarawak.gov.my › pul...
Pulau Bruit Suitable to Become One of Sarawak's Hybrid Rice Cultivation Area – UKAS


20 Feb 2024 — DARO: Pulau Bruit possesses land suitable for cultivating hybrid rice due to its fertile soil conducive for agricultural activities.

Posted by Sslee > 2 months ago | Report Abuse

Did Mike-tikus know I even trade jaks during KYY pump and dump time?

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho Ssleee used to be Uncle follower same as in Xingquin until delisted on September 2019 even knew is in Account Fraud.

For Jaks case , Uncle holding 30 % with intention to take over on 2017/18 … but is Fail due to margin call .

A very sad battle episode on all parties .

—-

Posted by Sslee > 45 seconds ago | Report Abuse

Did Mike-tikus know I even trade jaks during KYY pump and dump time

Posted by jjohnchew > 2 months ago | Report Abuse

👉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.

Posted by jjohnchew > 2 months ago | Report Abuse

UKAS : Unit Komunikasi Awam Sarawak
Jabatan Premier Sarawak
Saluran Informasi Rakyat


—-

Posted by jjohnchew > 49 minutes ago | Report Abuse


ukas sarawak gov
https://ukas.sarawak.gov.my › pul...
Pulau Bruit Suitable to Become One of Sarawak's Hybrid Rice Cultivation Area – UKAS


20 Feb 2024 — DARO: Pulau Bruit possesses land suitable for cultivating hybrid rice due to its fertile soil conducive for agricultural activities.

Posted by Sslee > 2 months ago | Report Abuse

Bruit Island is an island in Daro District, Mukah Division, Sarawak, Malaysia. It is located in the Rejang Delta, 150 km northwest of Kuching. With a population of around 9,342 and an area of 417 square kilometres
Island land area 41,700 hectare

21,000 hectare jtiasa plantation:

Land area
Planted area
Hectare
Wealth Houses Plantation 6,000 5,757
Eastern Eden Plantation 10,000 8,580
Poh Zhen Plantation 5,000 2,933

Posted by jjohnchew > 2 months ago | Report Abuse

Jtiasa

Hoho interesting le , referring to Annual Report FYE2023 :

Top 10 List of Properties Owned :

1.) Pulau Bruit , Bruit Land District

👉Tenure : Rented land

Existing use : Oil Palm estate, CPO mill , Building & Quarter


👉Area : 52,880 hectares


Approximate age of building: 15 years


2.) Pulau Bruit , Lot 5,6,14,15 Bruit Land District

Tenure : leasehold until 2064

Existing use : Oil Palm estate, Building & Quarter


👉Area : 10,043 hectares


Approximate age of building: 11 years


> Where as other 9 properties are with Leased Tenure until 2060 , 2064 etc .


>>👉👉Going to tanam Hybrid Rice !!!



ukas sarawak gov
https://ukas.sarawak.gov.my › pul...
Pulau Bruit Suitable to Become One of Sarawak's Hybrid Rice Cultivation Area – UKAS


20 Feb 2024 — DARO: Pulau Bruit possesses land suitable for cultivating hybrid rice due to its fertile soil conducive for agricultural activities.

Posted by Sslee > 2 months ago | Report Abuse

21,000 hectare jtiasa plantation in pulau Bruit:
leasehold until 2064

FYE 30/6/2024 Jayatiasa acquired 55% Stake in Wealth Houses Development for MYR52 Million

What is the current book value of Easten Eden and Poh Zhen value and what will be its revalue market value?

Land area
Planted area
Hectare
Wealth Houses Plantation 6,000 5,757
Eastern Eden Plantation 10,000 8,580
Poh Zhen Plantation 5,000 2,933

Posted by Sslee > 2 months ago | Report Abuse

In 2018 Bplant bought 11,579ha of duta plantation land for RM 750 million.

Boustead Plantations shareholders approve buy of Dutaland's oil palm estates
By OOI TEE CHING
April 13, 2018 @ 1:46pm

Boustead Plantations shareholders approve buy of Dutaland's oil palm estates

PETALING JAYA: Boustead Plantations Bhd (BPB) has obtained shareholders approval today the purchase of oil palm estates purchase in Sandakan from Dutaland Bhd for RM750 million.

In a media briefing after the company’s shareholders meeting, BPB vice chairman Tan Sri Lodin Wok Kamaruddin said the 42 contiguous parcels of plantation land in Sandakan, held under Dutaland’s unit Pertama Land & Development Sdn Bhd (PLD), measures a collective 11,579ha.

Posted by Sslee > 2 months ago | Report Abuse

With an area of 295 km2 (114 sq mi), Penang Island is the fourth largest island wholly in Malaysia, after Banggi Island, Bruit Island and Langkawi Island.

Bruit Island is an island in Daro District, Mukah Division, Sarawak, Malaysia. It is located in the Rejang Delta, 150 km northwest of Kuching. With a population of around 9,342 and an area of 417 square kilometres

Bruit Island land area 41,700 hectare of which 21,000 hectare jtiasa plantation:
Wealth Houses Plantation 6,000
Eastern Eden Plantation 10,000
Poh Zhen Plantation 5,000

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho someone is really ran out of idea , so desperate liaw … Bplant ? Really laugh live me long time ago :

1.) On Bplant :


After Lee dumb dumb hold Bplant did not sell at RM 1.20 n above , suddenly dumb dumb sold at ard RM 0.67 with Cost ard RM 0.67 ( holding since 2017 ) . The price is rebounded from RM 0.64 to RM 1.01 within 11 Days .


Lee must be amm dui liaw , became a Negative commentator in Bplant forum , saying Shl be dropped below RM 0.60 , what a joker le or sot2 le , hahahaha.


More Amm dui lee as Last Price is RM 1.57 before Privatisation delisted….

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho To be or not To be Sawah Padi land …Don’t play play with Sarawak Premier le .👍

Posted by Sslee > 2 months ago | Report Abuse

I make money from Bplant as I bought Bplant when Bplant sold the plantation land in Johor to ytlpower and gave good dividend.

I sold all my bplant before the GO as from Bplant monthly report of FFB havested the quarterly report will be ugly.

I make money from trading gruesome companies like bplant and jaks but Mike-tikus trapped himself high and dry inside gruesome company Jaks.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho why so sour until became Negative commentator after sold Bplant .hahaha


Oh as usual you told lies on yr 1st n Only Win since investing from 2016 to 2023 .

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho oh u forgotten u r so jealous until told lies by lies on yr 1st Win then another lie on MMC ( profit RM 180,000 ) which u thanks me on highlighted in Insas .

I had CutWin on Zelan ( calculated risk stock ) with MMC ( Zelan mother ) during MMC privatisation on 2021 … only made profit 100 % to 200% … Jealous le ke .. cheers .

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho is not pure luck as I had monitored MMC business transactions on selling overseas port , bought Boustead Leisure port together with West port , with intention to consolidate Ports business for IPO .. but did not happen after 2 years ..

Just like Armada Big Boss case on privatisation then IPO again .

Posted by Sslee > 2 months ago | Report Abuse

Again when Mike-tikus can't debate on facts and figures he will go back to his cut and paste gibberish and slanderous.

Posted by jjohnchew > 2 months ago |

Post removed.Why?

Posted by Sslee > 2 months ago | Report Abuse

Luckily today he is keep busy in jayatiasa forum if he go to ytlpower forum all the sifus will hantam him kua kua.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho no worries, these r yr interesting record le , hahahaha.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho YTLpower ? Oredi given my Negative facts n figures study …

And chun chun on my Point 1 ( Peak Range ) , Point 2 ( Slide down , as said not in YTLpower case , but slowly slide down for unloading due to FF manager large volume) , Point 3 ( swing swing swing range ) , Point 4 ( Downtrend range if dropped below RM 3.81 ) ..case study .

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho oh as posted in YTLpower, Point 3 ( Swing Swing Swing range ) Shl not be over RM 4.60 …