Posted by jjohnchew > 1 week ago | Report Abuse

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

Posted by dompeilee > 1 week ago | Report Abuse

🎅Ho Ho HO! Old Kon never change his chronic double-crossing spots!
Keep buying as the old fogie sells into your buy Qs & buys himself a sumptuous X'mas dinner complete with roasted turkey...YOU guys!🦃🦃🦃 Remember Hengyuan, Eversendai, Carimin, Dayang, JAKS, Subur & KSL! My last warning on this thread!

Posted by jjohnchew > 1 week ago | Report Abuse

👉👉👉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.

Posted by Up_down > 1 week ago | Report Abuse

Revised:

Based on the 2 rounds of share price topped at 1.5, Mr. market could have offered a price tag RM41k/planted hectare at current price 1.29 or merely accounted own plantation planted area 30,761 hectares. The rented land planted areas are excluded from the valuation.

Rented land Planted areas: 37,808 hectares
1. Lepah - 4,099 hectare
2. Daro - 9,841 hectare
3. Sawai - 5,448 hectare
4. Lassa - 16,287 hectare
5. Kabang - 2,133 hectare

Here is the benchmarking in Market Cap per planted hectare:
SOP - RM 38k/ planted hectare - Share Price 3.04
TAAN - RM 38k/ planted hectare - share price 4.08
Jtiasa - RM 41k/ planted hectare - share price 1.29

PER valuation (excluded biological assets) comparison:
SOP - 6.2 times
Jtiasa - 7.4 times

Posted by jjohnchew > 1 week ago | Report Abuse

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. 


Posted by jjohnchew > 1 week ago | Report Abuse

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.

Posted by Philip ( buy what you understand) > 1 week ago | Report Abuse

John chew, are you willing to take a very that next quarter earnings and revenue will be more than this current quarter? If you dare take that bet, if you win I will praise you and be quiet and let you say whatever you want, if I win you be quiet and leave jtiasa thread forever?

Do you dare take this bet?

Posted by jjohnchew > 1 week ago | Report Abuse

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

Posted by jjohnchew > 1 week ago | Report Abuse

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.

Posted by jjohnchew > 1 week ago | Report Abuse

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 .

Posted by Philip ( buy what you understand) > 1 week ago | Report Abuse

Talk so much nonsense dare to put your money where your mouth is? Or just like to troll without substance?

Date to take the bet?

Posted by jjohnchew > 1 week ago | Report Abuse

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 ? 🤣🤔

Posted by jjohnchew > 1 week ago | Report Abuse

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

Posted by Huangbk72 > 1 week ago | Report Abuse

LOL.. this Miketikus lost JAKs till gone cuckoo..

U realize the amount of gibberish you posting here? Or Maybe you don’t

That’s why 19c in Jaks is bottom fishing to you 🤣

Soon will be 19 months ya holding Jaks for you. Lost 30% capital, lost interest income and lost time.

Another put FD is better case 😁

Ps. Philip challenge also you No balls to take ? U don’t dare to take my curse bet, his also you don’t? 🤣

Posted by jjohnchew > 1 week ago | Report Abuse

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 … 


Posted by jjohnchew > 1 week ago | Report Abuse

>> 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 🤣😱🤔
>>>

Posted by jjohnchew > 1 week ago | Report Abuse

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..

Posted by Huangbk72 > 1 week ago | Report Abuse

LOL miketikus

What year u joined i3 ? 🤣

Now spewing nonsense here

U have time? Go back to Jaks. I promise I will continue to fact check you 😂

If not, take up Philip’s challenge. Don’t be a mouse with no balls 🤣

Posted by jjohnchew > 1 week ago | Report Abuse

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 ?

Posted by jjohnchew > 1 week ago | Report Abuse

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

Posted by Huangbk72 > 1 week ago | Report Abuse

Hahaha.. Miketikus back to reposting his gibberish

U havent answered all my questions in Jaks.. preferring to post it elsewhere where I wont fact check you. 🤣🤣🤣

Can answer here non Jaks question?

Why you are so terrified of challenges? Never want to stand up to your own so called facts? 😂😂

Posted by xiaoeh > 1 week ago | Report Abuse

Mike is a very interesting person...

Posted by speakup > 1 week ago | Report Abuse

KYY in = game over ?
Such is his reputation

Posted by xiaoeh > 1 week ago | Report Abuse

my guess,
many well-known traders do not want to risk their reputation to come out during price is at rock bottomed
it is really an awkward moment if price does not go according to their direction
hence, they will only and always come out when price already shoot up and confirm it is shot up😂

Posted by xiaoeh > 1 week ago | Report Abuse

i would like to give Mr Calvin a like👍
Calvin come out either during price at rock bottomed and ofcoz at sky high
if Calvin can give precaution advice during price is at sky high personally i think it is perfect😂

Posted by jjohnchew > 1 week ago | Report Abuse

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 .

Posted by Sslee > 6 days ago | Report Abuse

Quarter ended 30 Sept 2024
CPO: 69,463.00 MT
PK : 15,878.00 MT
CPO ASP: RM 3935
PK ASP: RM 2452

Segmental Information
The financial information in respect of the Group’s business segments for the current financial
period ended 30 September 2024 is as follows:
Oil Palm Timber Others Elimination Total
RM'000 RM'000 RM'000 RM'000 RM'000
REVENUE
External 253,417 17,863 378 - 271,658
Inter segment 226,673 38,592 601 (265,866) -
Total Revenue 480,090 56,455 979 (265,866) 271,658
EBITDA 147,470 501 (1,444) - 146,527
Finance cost (837) (2,095) (20) - (2,952)
Depreciation and
amortisation (31,508) (2,329) (489) -
(34,326)
Segmental result 115,125 (3,923) (1,953) - 109,249
Group admin and
overhead cost (7,898)
Profit before tax 101,351

30/09/2024 30/06/2024
RM'000 RM'000
Current Assets
Inventories 106,615 48,662

By mid Jan 2025 when jayatiasa published the quarterly production figures, any average IQ person should know how to work out the quarter ended 31/12/2024 estimate revenue and PBT

Posted by jjohnchew > 6 days ago | Report Abuse

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.

Posted by jjohnchew > 6 days ago | Report Abuse

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 % .

Posted by Sslee > 6 days ago | Report Abuse

I sold most of my Insas and bought into Jayatiasa because jayatiasa is now in net cash position and will have more FCC to reward shareholders with better dividend.

For Jayatiasa beside PBT and PAT you need to look into EBITDA and cash flow.

Quarter ended 30/9/2024
Oil palm
Revenue: RM 253,417,000
EBITDA: RM 147,470,000

30/09/2024 30/06/2024
RM'000 RM'000
Current Assets
Inventories 106,615 48,662

Currently substantial shareholders Genine is selling and once the selling is over the price should go higher.

Substantial Shareholder's Particular:
Name GENINE CHAIN LIMITED
Details of Changes:
Currency -
Date of Change Type Number of Shares
16-Dec-2024 Disposed 2,000,000
Registered Name Genine Chain Limited
Nature of Interest Direct Interest

Nature of Interest Direct Interest
Shares Ordinary Shares
Reason Disposal through open market
Total no of securities after change
Direct (units) 58,146,264
Direct (%) 6.01
Indirect (units) 0
Indirect (%) 0.00
Total (units) 58,146,264
Total (%) 6.01
Date of Notice 17-Dec-2024

Posted by jjohnchew > 6 days ago | Report Abuse

Jtiasa FFB production output is reduced significantly compared to 2019 :

> 2002 started replanting:

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )

👉👉👉 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 %

Posted by jjohnchew > 6 days ago | Report Abuse

Hoho now the said Plantation Manager use Cold Eye ke …

Repost :


Cold Eye like eagle eyes invested on Jtiasa at the right Timing started FY22. But he also has eagle eyes when to unloading as he said will not buy those stocks with SLOW returns ! 👍

Cold eyes : Fong Siling

FY2021 ended June : 0.0 %

FY2022 : Top 17 > 5,000,000 0.52 %

FY 2023 : Top 14 > 10,000,000 1.03 %

FY 2024 : Top 11,> 12,000,000 1.24 %

Posted by SuperA > 6 days ago | Report Abuse

Jtiasa Total Debt.
Year 2017 Value 1.08B
Year 2018 Value 966M Change -110.8M
Year 2019 Value 956M Change -9.88M
Year 2020 Value 802M Change -154M
Year 2021 Value 653M Change -149M
Year 2022 Value 572M Change -80.4M
Year 2023 Value 348M Change -224M
Year 2024 Value 194M Change -154M
Year 2025 Q1 Value 121M Change -73M

Now Jtiasa is Cash rich, and the money use to pay the debt last few year will become profit.

Posted by calvintaneng > 6 days ago | Report Abuse

Posted by SuperA > 7 minutes ago | Report Abuse

Jtiasa Total Debt.
Year 2017 Value 1.08B
Year 2018 Value 966M Change -110.8M
Year 2019 Value 956M Change -9.88M
Year 2020 Value 802M Change -154M
Year 2021 Value 653M Change -149M
Year 2022 Value 572M Change -80.4M
Year 2023 Value 348M Change -224M
Year 2024 Value 194M Change -154M
Year 2025 Q1 Value 121M Change -73M

Now Jtiasa is Cash rich, and the money use to pay the debt last few year will become profit.


EXCELLENT ANALYSIS

I already saw ahead of time and told all to buy Jtiasa at 63 sen

At that time Naysayers like Danny123 (he spoke against Jtiasa & went to buy the landmine of WCE over Rm1.00 & now stuck there) Also Skoh888 who condemned Jtiasa and went to the pump & dump micron (now loss his shirt)

OKOK

What is true about Jtiasa is also true about TSH

When I bought Jtiasa at 63 sen I also bought TSH at Rm1.09

Jtiasa has done very well (among my best after Bplant)

And I am bullish on Tsh as it is still a laggard of value

Posted by jjohnchew > 6 days ago | Report Abuse

Hoho Conartist Callvin still blowing ke on Jtiasa n TSH :

Each month averagely promoted 4 stocks , 48 stocks / year …. Highest record is 15 stocks/ month before Ran Road 3 months on December 2020 …

Jtiasa : During Limit Up Sandra KKC asked u to blow on the LU , but u dared not … remember what u said …🤣🤔


TSH :

>Resignation of Principal Officer : 


A) ED Tan resigned on June 2022 


B ) Ex CFO resigned on June 2022 


C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


Posted by jjohnchew > 6 days ago | Report Abuse

Hoho Replanting Cost is RM 25,000 x 69,589 hectares = RM 1.74 billion

QR September 2024 :

Other Reserves n Retained Earnings = RM 0.548 billion

👉 So Replanting Fund is still Short of RM 1.19 billion.


—
Jaya Tiasa Holdings Berhad commenced operations as a downstream wood processing company in 1987. In 2002, the Group diversified into the palm oil business
which has now become our core business.


We have a land bank of 83,483 hectares in the state of Sarawak, Malaysia with a total planted and mature area of 69,589
hectares spreading over ten plantations in Sarawak.

—

Posted by SuperA > 6 hours ago | Report Abuse

Jtiasa Total Debt.
Year 2017 Value 1.08B
Year 2018 Value 966M Change -110.8M
Year 2019 Value 956M Change -9.88M
Year 2020 Value 802M Change -154M
Year 2021 Value 653M Change -149M
Year 2022 Value 572M Change -80.4M
Year 2023 Value 348M Change -224M
Year 2024 Value 194M Change -154M
Year 2025 Q1 Value 121M Change -73M

Now Jtiasa is Cash rich, and the money use to pay the debt last few year will become profit.

Posted by jjohnchew > 6 days ago | Report Abuse

Hoho Cold Eye also bought Salute on 2021 with 10,000,000 shares , 2.34 % .

How many are benefited from the April 2023 hike above RM 1.09 ???

KonLee chitchat mate Windy1974 suddenly appeared n promoted… the Next day is kena Dump..…


KonLee remember yr post :

Windy1974 sold his CapitalA on 13/4/2023 morning at 80.5 cents for some trading gain. He will trade again when opportunity arise. Me sold some of my jaks at 22 cents for some trading gain too. 
 

By next week most likely CapitalA will drop below 70 cents and someone will look at book lose instead of book gain.


👉 Question: Why used He instead of She ? Another aka id ???


👉 Note : Jaks Vietnam JV Power Plant 1200 MW EPCC RM 8.7 billion is COD on January 2021 , but Price is keep dropping from February 2021 .. RM 0.80 to 22 cents to the Lowest RM 0.12 on 2024 …

Today price is RM 0.13 with NTA 0.60 ….

Posted by Sslee > 6 days ago | Report Abuse

Yes Jaks is a very good buy/goodbye, you should buy more.
By the way how is jaks MNH RM 250 million medium-term note (MTN)?
Any takers and what will be the interest rate of MTN?

Posted by Sslee > 6 days ago | Report Abuse

Replanting over 20 years. Jayatiasa depreciation alone every year abt 130+ million, more than enough cash flow for replanting and paying good dividend to shareholders.

2024 2023
RM’000 RM’000
Net cash flows from operating activities 361,358 297,188

Jaks apa dividend pun tak ada. Yang ada tiap tiap tahun mimta duit dari investors and shareholders melalui PP atau RI🤣🤣🤣

Posted by Sslee > 5 days ago | Report Abuse

By the way Jaks Vietnam JV Power Plant 1200 MW EPCC RM 8.7 billion is COD on January 2021.

After 25 years the value of Vietnam JV Power Plant is ZERO. Everything return to Vietnam.

While the ytlpower plant in Singapore can teardown the old plant and build a new plant.

Posted by sohaitrader > 5 days ago | Report Abuse

i straight taking profit after seen KYY shout and giving buy call .. everytime he all in , every time he lose big .. ahaha stay away until he cutloss

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho why so madd le … the announcement is on 6/12/2024 …

—-


Posted by Sslee > 1 hour ago | Report Abuse

Yes Jaks is a very good buy/goodbye, you should buy more.
By the way how is jaks MNH RM 250 million medium-term note (MTN)?
Any takers and what will be the interest rate of MTN?

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho KonLee knew YTLpower plant how many MW going to be tear down ? the new Plant is how many MW n when is the COD ?

—-

Posted by Sslee > 49 minutes ago | Report Abuse

By the way Jaks Vietnam JV Power Plant 1200 MW EPCC RM 8.7 billion is COD on January 2021.

After 25 years the value of Vietnam JV Power Plant is ZERO. Everything return to Vietnam.

While the ytlpower plant in Singapore can teardown the old plant and build a new plant.

Posted by jjohnchew > 5 days ago | Report Abuse

Jaks

1.) Vietnam Power Plant Share of Profit n Dividends :


2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )


2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 ) .


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M

2023 : RM 131 million , Dividend RM 27.385 million


Total Share of Profit = RM 431.703 Million

Total Dividend = RM 97.386 Million

Total = RM 529.089 Million

> Share of Profit in QR ended March 2024 =
RM 32.384 million

>> Total = RM 561.463 million


> Share of Profit in QR ended June 2024 = Rm 21.33 million

Dividend = RM 14.21 million

👉 Total = RM 597 million.


> > Share of Profit in QR ended September 2024 = Rm 36.29 million


👉Grand Total 🟰 RM 633.3 million 👍

> Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million.
( RM 400 million is from the Profit of Construction contract of the Vietnam Power Plant, EPC2.)

Initially PayBack 8 to 9 years ..

Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..

👉From Vietnam Power Plant 1200 MW EPCC RM 8.7 Billion started on October 2016 ,
Payback period is 8 years.


按照购电协议，电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%，PAYBACK PERIOD为8至9年


👉👉👉 Jaks Vietnam JV Power Plant 1200 MW , EPCC RM 8.7 billion is COD on January 2021 with recurring Income for 25 years 👍.

Posted by jjohnchew > 5 days ago | Report Abuse

the gimmick on how Jaks finance its 30 % share capital investment, RM 600 million:


1.) Cash RM 200 million


2.) Profit from EPC2 construction contract RM 400 million.


So far Profit from 30% associate Joint Venture Vietnam Power Plant 1200 MW company from October 2016 to September 2024 :


> 400 million + 597 million = RM 997 million + 36.29 = RM 1033.3 million 👍

Posted by jjohnchew > 5 days ago | Report Abuse

Jaks non current asset :

Investment in Joint Venture:

QR ended

> March 2016 = 128,297,000

> March 2019 = 197,171,000

> March 2020 = 362,479,000

> March 2021 = 601,150,000
( note : Profit from Construction of the Power Plant is ard RM 400 Million .. Final COD on January 2021 )

> March 2022 = 748,656,000

> March 2023 = 829,105,000

> September 2023 = 897,378,000

> December 2023 = 904,495,000

> March 2024 = 936,836,000

> June 2024 = 943 ,960,000

> September 2024 = 980,252,000

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho 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

Posted by Sslee > 5 days ago | Report Abuse

2024
RM’000
2023
RM’000
2022
RM’000
2021
RM’000
2020
RM’000
Equity Attributable to Equity Holders 1,472,781 1,379,011 1,270,930 1,140,200 1,109,847
Net Assets Per Share Attributable to Equity Holders (RM) 1.52 1.42 1.31 1.18 1.15

Only dumbass talk about total assets without the total liabilities.
Know what is net assets/Equity Attributable to Equity Holders?

Know what is capitalA total assets and it net assets/liabilities?

No wonder someone trapped high at jaks and had been promoting jaks non stop for more than a year and half now to no avail.

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho no worries.. no need to reserve such RM 1.74 billion Replanting Cost as many Shl be turned to Sawah Padi for Hybrid Rice cultivation!👍


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Posted by Sslee > 1 hour ago | Report Abuse

Replanting over 20 years. Jayatiasa depreciation alone every year abt 130+ million, more than enough cash flow for replanting and paying good dividend to shareholders.

2024 2023
RM’000 RM’000
Net cash flows from operating activities 361,358 297,188

Jaks apa dividend pun tak ada. Yang ada tiap tiap tahun mimta duit dari investors and shareholders melalui PP atau RI🤣🤣🤣

Posted by jjohnchew > 5 days ago | Report Abuse

Jaks Gearing Ratio :


See Jaks insiders had been monitoring n controlling the Gearing Ratio in a Healthy Level : 


> FYE2015 : 0.80 X



1.) FYE2019 : 0.43 X 





2.) FYE2020 : 0.34 X 





3.) Referred to FY23 , 1 QR ended March 2023 : 0.38 X 





4.) Referred to FY23 , 2QR ended June 2023 : 0.36 X 



5.) Referred to FY23 , 3QR ended September 2023 : 0.35 X


6.) Referred to FY23 , 4QR ended December 2023 : 0.35 X


7.) 1QR ended March 2024 :

Gearing Ratio = 0.29 X 


8.) 2QR ended June 2024 :

Gearing Ratio = 0.30 X


9.) 3QR ended September 2024 :

Gearing Ratio = 0.30 X