The share price of YTL performed better than YTLpower today.
Any good news on YTL ?

Please stop to mention UlarSawa here.
We do not want him to be in this forum.
Thanks god, already get rid of him, please do not come back to haunt us.
Many readers here are unhappy to listen to the nonsense story.

edwing9981 is the shameless liar and naysayer in YTLpower.
He tells lies to badmouth YTLpower share and tell all readers to sell YTLpower below 3.80.
The share price of YTLpower is 5.04 now, all readers sold YTLpower share are at a loss due to bad intention of edwing9981 to tell lies and badmouth YTLpower share.
How ?

The shameless liar to tell lie in I3 has a very bad karma.
This shameless liar is cursed by all investors in I3.
This shameless liar will continue to lose money in his investment.
This shameless liar will suffer bad luck in all his investment.
Please do not be a shameless liar in I3, the punishment is bad for him.

OTB and dragon328 have done a good deed in I3, they are bless with good karma.

edwing9981 is the shameless liar and naysayer in YTLpower.
He tells lies to badmouth YTLpower share and tell all readers to sell YTLpower below 3.80.
The share price of YTLpower is 5.04 now, all readers sold YTLpower share are at a loss due to bad intention of edwing9981 to tell lies and badmouth YTLpower share.
How ?

The shameless liar to tell lie in I3 has a very bad karma.
This shameless liar will continue to lose money in his investment.
This shameless liar will suffer bad luck in all his investment.
Please do not be a shameless liar in I3, the punishment is bad for him.

Posted by dragon328 > 21 minutes ago | Report Abuse

Patience rewards.

Macquarie research initiates coverage on YTL Power today with a BUY call and target price of RM7.30.

This is the highest among all analysts' tp

Posted by OTB > 33 minutes ago | Report Abuse

The share price of YTL breaks new high now.
The share price of YTLPower should cross 5.00 today.
Q3 2024 result will be released on 24/5/2024.
I believe strongly Q3 2024 result will be very good.
Hoping TS Francis Yeoh will announce a higher dividend after Q3 2024 result.
Good luck.
Thank you.

No point to talk nicely to a shameless liar and a naysayer in I3.
He is a barbarian, he cannot understand simple English.
He will come back to repeat the same thing.
He will not feel guilty and continue to badmouth and telling lies here.
Do not waste time here, nobody care to read his postings.
This naysayer will receive bad karma and god will punish him.
God in the sky can see who is the shameless liar here.
I do not know whether this shameless liar will feel shame to tell lies here.
Sad to see.

No point to talk nicely to a shameless liar and a naysayer in I3.
He is a barbarian, he cannot understand simple English.

There are 2 naysayers in I3 now, one is still very arrogant.
Let someone teaches him a lesson.
Sifu, do not waste your time.

God is always very fair, a shameless liar will not perform well in his/her investment.
A naysayer will destroy his/her name like in YTLpower forum.
This naysayer or the shameless liar will knock down by a car due to his bad karma.
Let time tells us the true story.

A shameless liar will use many id to hide his/her identity.
No worry, god from the sky will see his/her action.
Tell lies on YTLpower and tells all readers to sell YTLpower below 3.80.
Let all readers lost money, it is a bad karma.
This shameless liar will be punished, it is a matter of time only.

Posted by OTB > 3 weeks ago | Report Abuse

Dear Sslee, 3iii

I3 do you know what are the gross and net profit margin during construction and operation period?
Ans :
The gross profit during construction period = 7.6%.
The gross profit during Operation period = 39.6%.

The below information is extracted from Q4 2024 results.
ROIC = 14.13%.
ROE = 17.69%.
Earning yield = 12.31%.
EPS = 0.315
PER = 7.46.
EV/EBIT = 8.12
Net profit margin (Net profit/sales) = 8.28%
Cash flow from CFFO = -2,881,000
Free cash flow = -3,191.000.
Net debt = 13,362,000
Interest coverage = 2.760.

High debt and negative cash flow are the real reasons that Yinson cannot perform.
I have all figures to show.

Thank you.
======================
Posted by Zhuge_Liang > 55 minutes ago | Report Abuse

OTB did not hide anything in this forum.
All negative things are highlighted in this forum.

Felix also copied those facts (High debt and negative free cash flow) from OTB postings.
Felix did not do her homework.
She is good in telling lies in this forum.
She is a real shameless liar and a true "conman" in this forum.

OTB did not hide anything in this forum.
All negative things are highlighted in this forum.

Felix also copied those facts (High debt and negative free cash flow) from OTB postings.
Felix did not do her homework.
She is good in telling lies in this forum.
She is a real shameless liar and a true "conman" in this forum.

Philip said that Yinson is going to be a 40 billion Ringgit company in the next few years.
OTB said Yinson is a good fundamental stock, but TA is not good.
Sslee also invest in Yinson, he believed the story.

Who is the conman in this forum.
Felix is the shameless liar here.
She is also a "conman" in this forum because she tells all lies on Yinson.

Who is the shameless liar here ?
Felix loh !!

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

OTB,

Watch and your will just miss it. Maria completion is 5 months ahead of schedule, just finished naming rights and now on route to Brazil meaning this year you will have contribution from 2 FPSO with contacts of 500k+ usd per day charter. That means by end of the year, yinson will have 2 "powerplants" up and running, and another one next year. For those who know what to look for, how often does TNB give you a powerplant contract and also advance you the power plant money to construct? Yinson gets this type of advantage. All I can say is, I fully expect yinson to be a 40 billion ringgit company in the next few years.

Then people will complain again why yinson don't bid for more fpso projects...

3 billion cashflow a year mana cari? The key thing is not if they get paid ( especially when oil prices are so high), the key thing is if yinson can complete it's projects on time and on the money. I believe they can, and under budget as well.
>>>>>>>>

OTB

I bought YTLPower in a very big way at 1.10 only, very huge profit now.
I am a bit disappointed with Yinson and Yinson-WA.
I spotted Yinson-WA and YTLPower around 0.70, I bought Yinson-WA instead of YTLPower because all 10 analysts were recommending Yinson. No analyst recommended YTLPower.
Until now, Yinson-WA still cannot perform despite very good net profit reported in Yinson FY 2024 result.
I feel sad because Yinson just cannot perform.
I have studied all FA of Yinson in great details, just cannot understand why the share price of Yinson and Yinson-WA cannot perform.
All effort wasted.
Nothing to write here because the share price in just cannot perform.
Thank you.

Posted by Jeffrey > 2 days ago | Report Abuse

If the probability of one FPSO failing to obtain final acceptance is 25%.
Probability of exactly one FPSO failed to obtain final acceptance out of Yinson`s total 4 new FPSOs using the binomial probability formula is about 42%.

In summary Yinson is taking a very high risk on over expansion.
==========================
Posted by OTB > 3 hours ago | Report Abuse

A naysayer is a shameless liar in this forum.
Badmouth Yinson without any fact and figure.
No wonder someone cursed her in I3.

MPI made million of chips in semiconductor industry.
The defective rate is only 0.1% according to quality control spec in the semiconductor industry.
Yinson made 4 FPSO vessels in the last 3 years, the defective is one out of four is not acceptable to the industry standard.
Yinson is the best FPSO builder in the world, one FPSO vessel costs at least USD 1 to 2 billion.
The CEO will be fired if the defective rate is 25%.
This shameless liar is telling lies to badmouth Yinson.
Very shameful to attack a stock with lies.
No wonder someone cursed her in I3.

Yinson is the best FPSO builder in the world ... I repeat ... the best and number 1.
The quality standard is the best in the world now.
No failure so far and no complaint from the oil owner.
The cost of production of oil using FPSO is < USD 10.
All oil owners want the delivery of the FPSO vessel fast and hope it is on yesterday.
FPSOs MQ and Atlanta are delivered 6 months ahead of schedule, it is called the best FPSO builder in the world.
We should feel proud that Malaysia can produce such a good and reliable FPSO builder.
===================
All readers please take note.
This naysayer is telling lies about Yinson FPSO cannot get acceptance from oil company.
No point to tell lies to talk bad about Yinson.
No fact and not true, no point simply talk nonsense here.
Hence she is being cursed in this forum.
Very shameful to read it.

Yes.
We want to make money only.
Which stock is moving up fast, we will select the stock.
Do not waste the effort to condemn KGB and promoted TSH.
What is the end result ?
KGB has gone up so fast.

Hope this plantation promoter learned his lesson.
Never attack other stock to promote your favourite stock.
It will not work in this way.

UlarSawa = TiGongPoPiPopi

Just do not want to break the news only.
Small kid also know loh !!

When the share price is 4.06, a naysayer said it is easier for the share price to drop 10% to 3.65.
I think he is wrong again.

The share price goes up 18% to close at 4.79 instead.

It is always very difficult to predict share price, do not attack others when the share price is in your favour.
No one can predict the share price accurately unless he is the god.

When the share price is 4.06, a naysayer said it is easier for the share price to drop 10% to 3.65.
I think he is wrong again.

The share price goes up 18% to close at 4.79 instead.

It is always very difficult to predict share price, do not attack others when the share price is in your favour.
No one can predict the share price accurately unless he is the god.

A naysayer said that Microsoft will set up its own data center on the land Microsoft bought from Cresndo.
This naysayer also said that data center of YTLpower at Kulai, Johor is a bullshit.
No such thing will happen in Kulai, Johor.
Let us wait and see what will happen in Kulai, Johor.

When a person talks sense and asks the right questions, we should help him to clear his doubt.

When a person talks nonsense and has the ultimate objective to fight with you, do not waste time on this type of person.

Please stop to mention UlarSawa here.
We do not want him to be in this forum.
Thanks god, already get rid of it, please do not come back to haunt us.

EngineeringProfit is also a naysayer in this forum.
Please do not appear to avoid readers here to lose money.
You simply talk without facts.
Sad to see you here.

A nice person does not want to behave herself, want to take a revenge and cause a damage to all poor investors here.
Her action is causing a damage to all investors here.
No point to badmouth YTLpower with lies.
Karma will hit hard on you, it is a reminder.

Jerichomy,
Please take your medicine timely to avoid any mishap on others.
Jerichomy just escape from Tanjung Rambutan hospital, he has a mental problem.
Please avoid Jerichomy at all cost to avoid any mishap happened on you.
The best is to report to police to send him back to Tanjung Rambutan hospital.
The reason Jerichomy became a mental patient because he lost in the KLSE until bankrupt.
Please watch up on Jerichomy.

There are 20.5 million shares awaiting to buy at 4.08, those think that YTLpower is not a good stock can sell it at 4.08 easily.
Please sell fast.

Prime Minister Anwar Ibrahim said policies such as the Digital Transformation, National Energy Transition Roadmap and New Industrial Master Plan 2030 are helping investors see the country’s strengths.

“Malaysia is now attracting investments from companies like Infineon, Nvidia and dozens more, requiring around 30,000 engineers that we cannot fully fulfil.
=====================
The investment from Nvidia is real, not a bullshit claimed by a shameless liar here.

Posted by Zhuge_Liang > 3 weeks ago | Report Abuse

OTB recommended 5 property stocks to buy on "Johor property theme play" during the end of December 2023.
1. UEMS
2. Sunway/Sunway-WB
3. IOIPG
4. KSL
5. Cresndo

OTB seldom missed good fundamental stocks.
Cresndo is the last to perform among all 5 stocks.
Sunway/WB is the best performer. We are laughing all the way to the bank.
Nothing to be proud of.

Posted by Apple888 > 2 minutes ago | Report Abuse

i did my homework and bought at 70c. but hold long and buyback after take few profits also because read some posting from here. n make own judegment.
But anyhow, really thanks @dragon328
Really change my life!!!
---------------------
I read all the postings in this forum.
I thought a shameless liar claimed that dragon328 and OTB cheated all readers here including you.
All postings on Nvidia are not true ones.
PIE claimed to be a bit related to Nvidia, the share price hits limit up.
Look like this shameless liar is telling lies in this forum.

Posted by Apple888 > 5 minutes ago | Report Abuse

Good morning Cacing Sawa.
Buat ape u sibuk nie...hahaha
yang penting 2.5mil...ingat? Skrg sudah mau 2mil profit
Dah topup YTL Power ke?
Wish you all the best.
----------------------
Wah !! So easy to become a millionaire in I3.
I also want to become a millionaire again and again.
The easy way is to follow good sifu smartly in I3.
Good idea !!

There is a 29.8 million shares waiting to buy at 3.90 (at 4.50 pm), those think that war will start, you can sell your shares easily at 3.90.
Hardly or not many investors are selling at 3.90. Why ??
If YTLpower is not a good stock, should sell at 3.90 loh !!

Posted by HuatRex1314 > 18 hours ago | Report Abuse

Lolz u think u write it will cause panic selling? Overestimate your influence? None of people here respect your view, just a trash talked here

Posted by dragon328 > 1 month ago | Report Abuse

If someone keeps shouting to want facts & figures, the relevant info is already out in the public. Please do your own analysis and projections to get the numbers you want. Do not simply shout scams or liars to the air.

I suspect this guy may be from a competing company on data centre business in Malaysia, and talk down on YTLP's prospects on the AI data centre, but he wouldn't get any benefit in doing so as real data centre business clients would not listen to such nonsense.

Then he might have sold off his shares in YTLP and hence is trying to talk bad and press down the share price of YTLP. Again, he would not achieve anything out of this, as his words have no bearing in this forum by simply talking blank.

Whatever it is, I will not bother nor respond to this guy anymore.

Quote !!
Posted by dragon328 > 11 hours ago | Report Abuse

Mr. OTB, I need to qualify my following projection that I am not an IT or AI expert but carry out the calculations just from the standpoint of a financial analyst.

I will use the projected capex for the YTL Power's planned 100MW AI data centre project to estimate the number of Nvidia GPUs required. Using the estimated capex figure of US$3.0 billion from CIMB analyst and the announced RM20 billion investment figure from PMX, and taking the expected price tag of US$40,000-45,000 per B200 GPU, I estimate that the 100MW AI data centre will require about:
US$3.0bn/US$40-45k = 70,000 GPUs to
RM20bn/US$40-45k = 100,000 GPUs

If I use CIMB analyst's figure for GPU rental rate of US$2.50/hour (CoreWeave averaged at US$2.23/hr, Lambda at US$2.49/hr and Fluidstack at US$2.89/hr), and assuming 90% usage rate, the 100MW AI data centre with 70,000 GPUs may generate revenue of:

70,000 x US$2.50/hr x 8760 x 90% = US$1.38 billion a year.
Unquote !!
----------------------------
Partnership of Nvidia and YTLPower on data storage centers will start in the second half of 2024.
Earning will start to appear in FY 2025.
I assume 50% earnings will be reported in FY 2025.
I assume 100% earnings will be reported in FY 2026.

Earning from data storage center
Revenue is USD 1.38 billion a year = RM 6.486 billion (1 USD = RM 4.70)
EDITDA margin 50% = RM 3.243 billion
PAT = RM 2.335 billion (Assume 28% tax)
NOSI = 8.158 billion
EPS on data storage center alone = 0.286
FY 2025
I assume 50% earnings in FY 2025.
EPS = 0.143
Old business, EPS = 0.42
Total EPS = 0.563
PER = 10, Target price = 5.63
PER = 15, Target price = 8.45

FY 2026
EPS = 0.286
Old business, EPS = 0.42
Total EPS = 0.706
PER = 10, Target price = 7.06
PER = 15, Target price = 10.60
====================
I do not need to wait for 5 years.
I need to see the result in 2026.
If the result of YTLpower is good until 2026, I should have made a good fortune on YTLpower.
Wait patiently for the super result of YTLpower.

Where Will Nvidia Stock Be in 5 Years?

https://finance.yahoo.com/news/where-nvidia-stock-5-years-143700304.html

Don't sweat Nvidia's recent sell-off as the stock still has 26% upside, Bank of America says.
https://finance.yahoo.com/news/dont-sweat-nvidias-recent-sell-004610998.html

Hopefully 4.07 is crossed convincingly today.
Next resistance is 4.24.
If 4.24 is crossed convincingly, then no more resistance to cross.
Then blue sky all the way.

Hope that the share price of YTLpower can break 4.07 today.

Please read the link below.
https://www.ytlaicloud.com/press-releases/ytl-creates-one-of-the-worlds-most-advanced-supercomputers-powered-by-nvidia-grace-blackwell-based-dgx-cloud/

[San Jose, California, USA, 18 March, 2024]
YTL Power International today announced the formation of YTL AI Cloud, a specialized provider of massive-scale GPU-based accelerated computing, and that it will deploy and manage one of the world’s most advanced supercomputers on NVIDIA Grace Blackwell-powered DGX Cloud – an AI supercomputer for accelerating the development of generative AI.

YTL is among the first companies to adopt NVIDIA GB200 NVL72, which is a multi-node, liquid-cooled, rack-scale system with fifth-generation NVLink. The supercomputer will be interconnected by NVIDIA Quantum InfiniBand networking platform. The platform acts as a single GPU with 1.4 exaflops of AI performance and 30TB of fast memory and is designed for the most compute-intensive workloads. The YTL AI Supercomputer will surpass more than 300 exaflops of AI compute, making it one of the fastest supercomputers in the world.

“NVIDIA is working with YTL AI Cloud to bring a world-class accelerated computing platform to Southeast Asia – helping drive scientific research, innovation and economic growth across the region,” said Jensen Huang, founder and CEO of NVIDIA. “This latest supercomputer marks one of the first deployments of the NVIDIA GB200 Grace Blackwell Superchip on DGX Cloud, supporting the growth of accelerated computing in the Asia Pacific region.”

Prime Minister of Malaysia, Dato’ Seri Anwar bin Ibrahim, commented, “We congratulate YTL on this very significant milestone, a first for Malaysia, which will accelerate the country’s adoption of AI and spearhead the development of our own Sovereign Cloud. The collaboration with NVIDIA is testament to Malaysia’s attractiveness as a hub for digital investments.”

YTL Power International Managing Director, Dato’ Seri Yeoh Seok Hong said, “We are proud to be working with NVIDIA and the Malaysian government to bring powerful AI cloud computing to Malaysia. We are excited to bring this supercomputing power to the Asia Pacific region, which has been home to many of the fastest-growing cloud regions and many of the most innovative users of AI in the world.”

Highlighting the economic benefit and spillover of such partnership, Tengku Datuk Seri Zafrul Abdul Aziz, Minister of Investment, Trade and Industry (MITI), Malaysia, commented, “This powerful AI Cloud will create high-value, high-income job opportunities for Malaysians, marking a significant step forward in our mission to become a leading AI and Data Centre hub in the region. This initiative not only brings us closer to achieving our goals under the New Industrial Master Plan 2030 but also demonstrates Malaysia’s capability and readiness to play a significant role in the global technology landscape.”

YB Gobind Singh Deo, Minister of Digital, Malaysia, who is attending NVIDIA GTC, said, “There is no doubt that AI is a critical tool that will power the global digital economy. Having one of the most powerful NVIDIA cloud computing infrastructures in Malaysia is a game changer and will spark innovation and development of solutions foundational to the success of the Malaysia Digital Economy Blueprint.”

The YTL AI Supercomputer will be located in a 1,640-acre data center facility in the YTL Green Data Center Campus, Johor, powered by a renewable energy source from its on-site 500MW solar power facility. This supercomputer will help meet the demand for highly scalable, high-performance cloud-based solutions for AI/ML workloads. Johor, Malaysia, is within 50 km from some of the world’s densest network interconnection points in the neighbouring country of Singapore.
=================
Everyone here knows that Nvidia participation in YTLpower's data storage centers is real.
This shameless liar Ks55 is shouting and attacking OTB that this project is not a real one.

OTB is free to write what he thinks is correct and posts it in this forum for sharing purpose.
No need to set up another private chat.
OTB is recommending stocks in I3 since 2013.
OTB helps many readers here to become millionaires.
VS, Supermx and YTLpower really make many readers here to become millionaires.

Quote !!
Posted by dragon328 > 11 hours ago | Report Abuse

Mr. OTB, I need to qualify my following projection that I am not an IT or AI expert but carry out the calculations just from the standpoint of a financial analyst.

I will use the projected capex for the YTL Power's planned 100MW AI data centre project to estimate the number of Nvidia GPUs required. Using the estimated capex figure of US$3.0 billion from CIMB analyst and the announced RM20 billion investment figure from PMX, and taking the expected price tag of US$40,000-45,000 per B200 GPU, I estimate that the 100MW AI data centre will require about:
US$3.0bn/US$40-45k = 70,000 GPUs to
RM20bn/US$40-45k = 100,000 GPUs

If I use CIMB analyst's figure for GPU rental rate of US$2.50/hour (CoreWeave averaged at US$2.23/hr, Lambda at US$2.49/hr and Fluidstack at US$2.89/hr), and assuming 90% usage rate, the 100MW AI data centre with 70,000 GPUs may generate revenue of:

70,000 x US$2.50/hr x 8760 x 90% = US$1.38 billion a year.
Unquote !!
----------------------------
Partnership of Nvidia and YTLPower on data storage centers will start in the second half of 2024.
Earning will start to appear in FY 2025.
I assume 50% earnings will be reported in FY 2025.
I assume 100% earnings will be reported in FY 2026.

Earning from data storage center
Revenue is USD 1.38 billion a year = RM 6.486 billion (1 USD = RM 4.70)
EDITDA margin 50% = RM 3.243 billion
PAT = RM 2.335 billion (Assume 28% tax)
NOSI = 8.158 billion
EPS on data storage center alone = 0.286
FY 2025
I assume 50% earnings in FY 2025.
EPS = 0.143
Old business, EPS = 0.42
Total EPS = 0.563
PER = 10, Target price = 5.63
PER = 15, Target price = 8.45

FY 2026
EPS = 0.286
Old business, EPS = 0.42
Total EPS = 0.706
PER = 10, Target price = 7.06
PER = 15, Target price = 10.60

Posted by dragon328 > 2 weeks ago | Report Abuse

No doubt Singtel may roll out its own GPU-powered cloud computing services in Singapore (or Thailand and Indonesia) but land is scarce in Singapore and energy cost is high. YTL Power will have cost advantage over Singtel in rolling out similar AI cloud services at its Kulai data centre park.

The AI data centre business is a big pie, large enough for Singtel and YTL Power to have substantial market share in this growing market segment. As Nvidia CEO Jensen Huang mentioned in his key note address yesterday, Nvidia was looking to expand the US$250 billion AI data centre business over the next few years with its partners like Singtel and YTL Power.

Singtel is aiming to roll out a total of 100MW of AI data centres in Singapore, Thailand and Indonesia over next few years, and YTL Power is also aiming for 100MW of AI data centre to be commissioned over next few years. Using CIMB analyst's data, each of these 100MW AI data centres may cost about US$3.0 billion each, so these 2 projects only make up US$6 billion of AI data centre jobs, a small fraction of the US$250 billion AI data centre market size.

Posted by dragon328 > 2 weeks ago | Report Abuse

Microsoft and Amazon may have their own data centres, but often it is more cost effective for them to outsource the building of AI data centre infrastructure to third parties like CoreWeave, Lambda or YTL Power.

FYI, Microsoft signed a multi-year contract with CoreWeave last June to build an AI data centre in the US. CoreWeave offers Nvidia GPUs that other companies like Microsoft rent out. CNBC has learned from people with knowledge of the matter that Microsoft has agreed to spend potentially billions of dollars over multiple years on cloud computing infrastructure from startup CoreWeave.

Similarly, YTL Power has the advantage of having the suitable site close enough to Singapore, large enough for installing the required solar power, and having the access to Nvidia's latest GB200 GPUs which will hit the market later this year. Cloud service providers like Microsoft, Amazon and Google will find it more cost effective and time effective to rent out from YTL Power data centre park in Kulai, rather than looking for land, getting local authority approvals, appointing sub-contractors to erect the basic infrastructure, mobilising own or third party teams to install the data centre equipment, and worst of all not having guaranteed access to Nvidia GPUs.

With the agreement with Nvidia hours ago to set up YTL AI Cloud, and with Jensen Huang promoting this new site at Kulai, I am confident that YTL Power will be able to secure some major customers for its AI data centre very soon.

Posted by dragon328 > 2 days ago | Report Abuse

Mr. OTB, I need to qualify my following projection that I am not an IT or AI expert but carry out the calculations just from the standpoint of a financial analyst.

I will use the projected capex for the YTL Power's planned 100MW AI data centre project to estimate the number of Nvidia GPUs required. Using the estimated capex figure of US$3.0 billion from CIMB analyst and the announced RM20 billion investment figure from PMX, and taking the expected price tag of US$40,000-45,000 per B200 GPU, I estimate that the 100MW AI data centre will require about:
US$3.0bn/US$40-45k = 70,000 GPUs to
RM20bn/US$40-45k = 100,000 GPUs

If I use CIMB analyst's figure for GPU rental rate of US$2.50/hour (CoreWeave averaged at US$2.23/hr, Lambda at US$2.49/hr and Fluidstack at US$2.89/hr), and assuming 90% usage rate, the 100MW AI data centre with 70,000 GPUs may generate revenue of:

70,000 x US$2.50/hr x 8760 x 90% = US$1.38 billion a year

Posted by dragon328 > 2 days ago | Report Abuse

Don't talk nonsense here lah.

To fund the data centre project, it will naturally be a combination of equity and debt funding.

Just like for the 1st phase with SEA Group, for the RM1.5b capex, YTLP has already secured RM1.3b of bank loans from Maybank and the likes, with the balance RM200m to come from equity money, for which YTLP had RM9.3b of gross cash in hand as of 31 Dec 2023.

For the AI data centre ventures, the development is gradual spanning over several years. For a total investment of USD3.0b or RM20b, equity requirement will be about RM4.0b for 80% gearing, for which YTLP will have no problem with its gross cash of RM9.3b.

Debt funding will not be a big issue too as YTLP has already demonstrated successful execution with the 1st phase data centre already completed by end Mar 2023 and revenue starting to flow in from this quarter. Lenders must have been happy with the projected revenue and debt service ability of the project before they decided to lend to YTLP for this project financing.

No one force anyone here to buy YTLpower.
dragon328 and OTB are sharing information here with good deeds.
dragon328 recommended YTLpower at 0.70 and OTB recommended YTLpower at 1.10.
Are they cheating any reader here ?
No !! All readers are laughing all the way to the bank.

Please be fair and come over to this forum to share information, not to attack anyone here.

We have been sharing good information here all the time until Ks55 comes over to this forum to attack dragon328 and OTB.
In this world, only Ks55 does not know that Nvidia is really participated in 100 MW of YTLpower's data storage centers.
Our PM DSAI also knows about this project.

Prime Minister of Malaysia, Dato’ Seri Anwar bin Ibrahim, commented, “We congratulate YTL on this very significant milestone, a first for Malaysia, which will accelerate the country’s adoption of AI and spearhead the development of our own Sovereign Cloud. The collaboration with NVIDIA is testament to Malaysia’s attractiveness as a hub for digital investments.”

Who is Ks55 ?
A nobody who cannot write a good recommendation report.
A shameless liar who does not believe Nvidia participation in YTLpower's DC is real.
This shameless liar cannot stand dragon328 and OTB repeats huge profit on this data centers.

The first phrase of DC is SEA group, 32 MW and another customer 16 MW. Total PBT is around 150 million per year (48 MW).
Nvidia will take up 100 MW at the mid of 2024 to the end of 2026.
According to your input, I assume the EBITDA margin of 60%, Nvidia's DC will contribute about USD 1.38 billion x 4.70 x 60% = RM 3.892 billion (PBT) per year if 100 MW is fully taken up.
There is still 352 MW DC available to rent.
If Nvidia can take up more DC, the PBT is very high.

It appears to me the EBITDA margin of Nvidia is very high compared against SEA DC.
Hence I can safely say Nvidia DC is the most profitable DC among all.

Posted by OTB > 2 hours ago | Report Abuse

Dear dragon328,
I make a search in the internet, I believe the data storage center in Kulai owned by YTLPower is the biggest one among all data centers in Johor.
The data storage center of YTLPower is 500 MW.
The estimated launch is in Q1 2024.
Others are ranging from 120 MW to 200 MW.
The estimated launch is later than YTLPower's data center.

The first phrase of DC is SEA group, 32 MW and another customer 16 MW. Total PBT is around 150 million per year (48 MW).
Nvidia will take up 100 MW at the mid of 2024 to the end of 2026.
According to your input, I assume the EBITDA margin of 60%, Nvidia's DC will contribute about USD 1.38 billion x 4.70 x 60% = RM 3.892 billion (PBT) per year if 100 MW is fully taken up.
There is still 352 MW DC available to rent.
If Nvidia can take up more DC, the PBT is very high.

It appears to me the EBITDA margin of Nvidia is very high compared against SEA DC.
Hence I can safely say Nvidia DC is the most profitable DC among all.
Any idea about EBITDA margin of Microsoft or Amazon ?
Please advise.
Thank you.

Cresndo is not a liquid stock, you cannot buy a big position.
You will face a big difficulty to get out if you want to sell them.
I have a problem to sell at 3.24 today.
The buyer just buy 100 shares a time.

Posted by fx115w > 37 minutes ago | Report Abuse

Microsoft will move into YTLP DC instead of Crescendo’s undeveloped land. @ks55 run fast before Crescendo price collapse. You has been warned.

Posted by CarKnockedDownks55 > 37 minutes ago | Report Abuse

I ks55 continues to tell LIES and UNTRUTHS about YTLPOWR trying to press the price down..Thats why I got this IDS..Prmoters macais..please copy n KEEP...Soon my family members also kena knocked by a car and H KC
=================
It is very fair to talk with true facts.
Do not simply tell lie to attack a person.
Do not let others curse you when you tell lies.
Want to challenge a person, do it gentlemanly.
Challenge a person with true facts, definitely not a personal attack.
Only a low class person will start a personal attack.
The attacks like below are very bad.
1.) Do not have MCE or HSC qualification. A qualified remisier must have these qualifications.
2.) You are a bankrupt in 1997/8. A qualified remisier cannot be a bankrupt.
3.) Cheat all readers in this forum to buy YTLpower. No one force anyone here to buy YTLpower. dragon328 and OTB are sharing information here with good deeds. dragon328 recommended YTLpower at 0.70 and OTB recommended YTLpower at 1.10. Are they cheating any reader here ? No !! All readers are laughing all the way to the bank.

Please be fair and come over to this forum to share information, not to attack anyone here.
We have been sharing good information here all the time until a naysayer come over to this forum to attack dragon328 and OTB.