JTIASA (Fong Siling – Cold Eye & Pheim Fund Tan Chong Koay) Versus TDM (Dr. Neoh Soon Kean of Dynaquest) Calvin Tan Research

Hi guys,

I already posted on TDM. TDM’s Top 30 Holders are Dynaquest & Dr Neoh Soon Kean private fund.

Now another simiilar stock is Jtiasa (4383) has 2 Sifu Owners – Fong Silling or Cold Eye holding 10 million JTiasa shares & Dr Tan Chong Koay of Pheim Fund

See who will come out winner

And these are the Salient factors for JTIASA

1. PAN BORNEO HIGHWAY WILL UNLOCK THE VALUE OF JTIASA LANDS JUST AS ECRL EXPECTED TO BOOST TDM LANDS IN TRENGGANU

2. A CURSORY LOOK AT JTIASA DEBT SHOWS IT HAS ALMOST RM1 BILLIONS IN BORROWINGS

But It Is Backed by Many More BILLION RINGGIT WORTH OF LANDS, SHOPHOUSES & TIMBER AS WELL AS HUGE PLANTATION LAND BANKS

Let’s take a look at just one example

Pulau Bruit
Lot 5, 6, 14, 15
Block 11
Bruit Land District

Provisional
leasehold expiring
on 18.05.2064

Oil Palm Estate,
Building and
Quarter

100,002,946
sq metres

6 years

17,106,000

09/Dec/2004

From the above we found that JTiasa bought Pulau Brit lands in year 2004 for RmRm17.106  millions

Let’s calculate per sq ft

So convert 100,002,946 sq meter to sq ft by x10.764 = 1076431710.74 sq ft = 0.01589

SO COST OF PURCHASE IS 1.59 SEN PERSQ FT

AMAZING WHERE IN MALAYSIA CAN STILL GET LANDS FOR LESS THAN 2 SEN PER SQ FT?

HOW MUCH PER ACRE?

1.59 x 43560 = RM692.60 OR RM693 PER ACRE

THAT IS VERY VERY CHEAP!!

AND LET’S SEE FURTHER

ON THESE LANDS WERE BUILDINGS, QUARTER & OIL PALM ESTATES

How old?

6 YEARS

YES 6 YEARS ONWARD PALM FRUIT WILL MATURE AND CAN START HARVESTING FOR THE NEXT 20 TO 25 YEARS

See Calvin comments in JTIASA FORUM

calvintaneng Some thoughts on Giant Treasure at current level

WHEN Jtiasa was Rm2. 60 Calvin told Uncle Koon to sell.
Now at 50 sen is 80% discount

AND favorable factors:

1. India cut tax helps cpo competes against soy and other seed oils

2. China cut tax for palm feeds for its pigs

3. Indo and Msia increase biofuel usage give support

4. Cpo stocks expect to deplete soon

5. More cpo export to China as New Year approaching

For plywood

Tokyo Olympic needs plywood

Jtiasa landbanks

Pan Borneo will unlock the value of lands in Sarawak. In Pulau Bruit freehold land is valued at only few cents psf. Sarawak is getting oil royalties for development

All are positive long term booster for jtiasa fundamental
03/01/2019 21:39

BUT THE TRIGGER FACTOR WILL BE THE RISE OF BRENT CRUDE OIL!!

In Year 2014 When Calvin saw shale oil from USA hammering crude oil Calvin warned Uncle Koon Yew Yin to sell his Jtiasa at Rm2.60

Since then till now JTiasa has crashed below 60 sen for a Super Dooper Drop of over 70%

NOW THAT CRUDE OIL HAS REBOUNDED IT IS A MATTER OF TIME CPO PRICES WILL FOLLOW ITS UPTREND

SO NOW IS THE TIME TO BUY JTIASA

Current price of JTiasa is 55 sen

Expected Target Price is Rm1.10 (A modest 100% rebound from its lows) Brent crude rebounded from its lows of USD27 to about USD70 now

So Calvin thinks CPO being a biodiesel substitute for expensive petrol will also rise up

BEST REGARDS

Calvin Tan Research

Singapore

Please buy or sell after doing your own due diligence

NOTE

One Acre Land is even  bigger than Football Field by 25% extra

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