|
| |
Insider - Company Hints :
  qqq3 Mahathir left UMNO join PH Son left Sapura join Yinson.... both also smart. 15/02/2019 11:52 AM qqq3 Yinson Holdings Bhd’s wholly-owned subsidiary Yinson Energy Sdn Bhd has been awarded a contract worth US$578 million or RM2.357 billion from JX Nippon Oil & Gas Exploration (Malaysia) Ltd to provide operations and maintenance (O&M) services for the latter’s floating production storage and offloading (FPSO) facilities. today....................this is very good news...new revenue stream, new area...... now, help to maintain and operate other people FPSO...... 15/02/2019 12:29 PM  (US/CHN trade war doesn't matter) Philip Not really new, it's mainly for the fpso helang that is already on the way. The contract is basically 8 years as well to operations and maintenance for that fpso. They converted four rainbow, now currently in China ahead of schedule. It's very impressive. Looking at things they will start this year 4Q to the Malaysian site, ahead of schedule as they expected 2020Y2Q. 15/02/2019 12:33 PM qqq3 by (S = Qr) Philip > Feb 15, 2019 12:33 PM | Report Abuse Not really new ======== ok... 15/02/2019 12:43 PM  Goh Kim Hock at the end of the day, shareholders just want to see how much profit can be made, not the volume of business. 17/02/2019 11:02 PM (US/CHN trade war doesn't matter) Philip Mr market really likes YINSON today... I wonder why 27/02/2019 11:15 AM Got Offfer From UBS Shanghai - Bye Bye Mr Philip, QR release today, all the workers buying 27/02/2019 11:15 AM Got Offfer From UBS Shanghai - Bye Bye Is this called insider trading? I wonder, but it's too common in Bursa so fxxk it lah 27/02/2019 11:18 AM calvinteo Noticed Epf n kwap disposed frequently but price n volume keep going up... Good sign of entry? good qr by mid March or more jobs coming? Trade and or invest at your own risk.... 27/02/2019 2:32 PM calvinteo EXECUTION OF CONTRACTS WITH FIRST EXPLORATION & PETROLEUM DEVELOPMENT COMPANY LIMITED (FIRST E&P): Estimated aggregate contract value approx. USD 901.793M = RM 3.671b. well done. 01/03/2019 12:48 AM (US/CHN trade war doesn't matter) Philip I am more impressed with this. Companies should never do buyback for fun. The should buy back shares when it is trading below intrinsic value. This is how you build long term wealth for your shareholders. Stock [YINSON]: YINSON HOLDINGS BHD Announcement Date 28-Feb-2019 Date 14-Feb-2019 to 14-Feb-2019 Number of Shares 15,600 Currency Malaysian Ringgit (MYR) Price (per shares) 4.070 - 4.080 Total Amount 64,067.47 Total Treasury Shares 11,991,300 Lodged Date 28-Feb-2019 Lodged By Tricor Corporate Services Sdn. Bhd. Exchange Bursa Malaysia Securities Berhad 01/03/2019 9:50 AM Got Offfer From UBS Shanghai - Bye Bye if this company propose takeover for Bumi Armada, what will you do ah Mr Philip? 01/03/2019 4:33 PM Got Offfer From UBS Shanghai - Bye Bye https://klse.i3investor.com/blogs/heavenlypunter/195989.jsp YINSON it's time to save your fellow Malaysian brother and become the top 3 players in the FPSO world! 01/03/2019 5:22 PM Got Offfer From UBS Shanghai - Bye Bye https://www.theedgemarkets.com/article/yinson-sumitomo-jointly-supply-fpso-brazil-oil-field legendary management 01/03/2019 5:32 PM pamaladu Philip, why Yinson invested in 6 units condo which is unrelated to their business (Annual Report 2018, pg 197)? 03/03/2019 2:30 PM calvinteo Target price cited by Kenanga and Ambank at RM 5 and RM 6.10 respectively IMO can be achieved couple with good QR release and dividend declare. Note: Invest and or trade at your own risk. 03/03/2019 9:26 PM (US/CHN trade war doesn't matter) Philip Because they want to raise cows? Seriously how should I know? Is that even a pertinent question? I would instead prefer to concentrate on pertinent questions like giving big esos yearly that benefits employees at the expense of shareholders directly ( not recorded a an expense in mfrs), or frivolous giving out of warrants that will have a direct impact on shareholders dilution of the business. I would say that is more pertinent though. >>>> Philip, why Yinson invested in 6 units condo which is unrelated to their business (Annual Report 2018, pg 197)? 05/03/2019 9:06 PM (US/CHN trade war doesn't matter) Philip All I know is they bought it. It's under investment, it costs less than 5% of their quarterly revenue and it belongs to me ( the shareholder of YINSON). I don't see any warrants or rights issues recently. I don't see any huge director salaries. I don't see any big borrowings that is not guaranteed by ironclad contracts. I don't see any esos frivolously given. Management is worth every single cents. 05/03/2019 9:20 PM stockraider Why need to be beware of yinson ?? Yinson business is same as Armada...heavy capex and high debts....doing business in difficult in country like Nigeria and getting deeper into the hole deeper & deeper as yinson undertake more & more project like what happen in armada in the earlier days mah...!! The business model...cannot sustain....bcos of the nature of spending billion & billion on capex depending on the mercy of oilfield owners feeding them whenever they are happy loh...!! The fruits enjoy by owner & the brunt is suffer by co like armada & yinson loh...!! Why is it Armada failed and Yinson appear successful leh ?? 1. Armada bad performance has been thrown out in the open whereas yinson is still hidden loh...!! 2. Eventually yinson high debts and bad contract management will appear mah....so do not be so confident loh...!! 3. I remember when armada operations 1st appear...that time the share price is around rm 2.50...the analyst cites armada is safe bcos the contract is right fence...but see what happen to armada today leh ?? So better becareful loh...yinson is not as healthy as Philip says mah.....!! 05/03/2019 9:39 PM (US/CHN trade war doesn't matter) Philip EXECUTION OF CONTRACTS WITH FIRST EXPLORATION & PETROLEUM DEVELOPMENT COMPANY LIMITED (FIRST E&P): Estimated aggregate contract value approx. USD 901.793M = RM 3.671b. well done Stockraider. Again you talk without thinking, same like nestle you say EPF selling when actually their shareholding increasing. I really lazy talk to you who don't know how to invest. But I repeat for the benefit for all. Read the contract properly. Firstly they are redeploying FPSO Allan, which is already fully paid for in the ironclad contract that the charterer has signed to pay penalties equal to the ship loan refurbishment of they cancel early. So no added costs and loans required. Fyi Allan was in Gabon t line 10 years earning excellent charter rates. Secondly look at the cost of refitting their FPSO for projects, it is the lowest in the market and always completed ahead of schedule. Thhe can't even complete simple projects on time and armada takes stupid deals in dangerous seas with poorly written contracts that cause them to be caught in very long term lawsuits that don't hold well in court. YINSON only borrows money and refits ships only when they win a contract, not before. YINSON didn't do stupid things like sapura which uses oil barrel sales as their profit margin. YINSON only does fixed charter rates. And o&m works on their own FPSO only on top of bareboat charter. Best in class performance. 05/03/2019 11:14 PM stockraider U go back & read armada history...i remember & quite similiar this is what armada say b4 like yinson say today loh......!! Posted by (S = Qr) Philip > Mar 5, 2019 11:14 PM | Report Abuse EXECUTION OF CONTRACTS WITH FIRST EXPLORATION & PETROLEUM DEVELOPMENT COMPANY LIMITED (FIRST E&P): Estimated aggregate contract value approx. USD 901.793M = RM 3.671b. well done Stockraider. Again you talk without thinking, same like nestle you say EPF selling when actually their shareholding increasing. I really lazy talk to you who don't know how to invest. But I repeat for the benefit for all. Read the contract properly. Firstly they are redeploying FPSO Allan, which is already fully paid for in the ironclad contract that the charterer has signed to pay penalties equal to the ship loan refurbishment of they cancel early. So no added costs and loans required. Fyi Allan was in Gabon t line 10 years earning excellent charter rates. Secondly look at the cost of refitting their FPSO for projects, it is the lowest in the market and always completed ahead of schedule. Thhe can't even complete simple projects on time and armada takes stupid deals in dangerous seas with poorly written contracts that cause them to be caught in very long term lawsuits that don't hold well in court. YINSON only borrows money and refits ships only when they win a contract, not before. YINSON didn't do stupid things like sapura which uses oil barrel sales as their profit margin. YINSON only does fixed charter rates. And o&m works on their own FPSO only on top of bareboat charter. Best in class performance. 06/03/2019 12:09 AM stockraider Remember armada was a proud Rm 40 billion mkt capitalization co b4 many yrs back mah....!! This FPSO industry business model no good loh.....!! Posted by stockraider > Mar 6, 2019 12:09 AM | Report Abuse X U go back & read armada history...i remember & quite similiar this is what armada say b4 like yinson say today loh......!! Posted by (S = Qr) Philip > Mar 5, 2019 11:14 PM | Report Abuse EXECUTION OF CONTRACTS WITH FIRST EXPLORATION & PETROLEUM DEVELOPMENT COMPANY LIMITED (FIRST E&P): Estimated aggregate contract value approx. USD 901.793M = RM 3.671b. well done Stockraider. Again you talk without thinking, same like nestle you say EPF selling when actually their shareholding increasing. I really lazy talk to you who don't know how to invest. But I repeat for the benefit for all. Read the contract properly. Firstly they are redeploying FPSO Allan, which is already fully paid for in the ironclad contract that the charterer has signed to pay penalties equal to the ship loan refurbishment of they cancel early. So no added costs and loans required. Fyi Allan was in Gabon t line 10 years earning excellent charter rates. Secondly look at the cost of refitting their FPSO for projects, it is the lowest in the market and always completed ahead of schedule. Thhe can't even complete simple projects on time and armada takes stupid deals in dangerous seas with poorly written contracts that cause them to be caught in very long term lawsuits that don't hold well in court. YINSON only borrows money and refits ships only when they win a contract, not before. YINSON didn't do stupid things like sapura which uses oil barrel sales as their profit margin. YINSON only does fixed charter rates. And o&m works on their own FPSO only on top of bareboat charter. Best in class performance. 06/03/2019 12:11 AM (US/CHN trade war doesn't matter) Philip Using this logic are you saying modec is a bad company? Murphy oil is a bad company? Schlumberger is a bad company? Just because sapura and bumi armada is lapsap? Ok loh. Moving on. Ignoring attention whores. >>>>>>>> This FPSO industry business model no good loh.....!! 06/03/2019 12:20 AM stockraider Even POSH spore FPSO listed co own by robert kuok also lose monies mah, what is chance of yinson can sustain & survive longterm leh ?? Posted by (S = Qr) Philip > Mar 6, 2019 12:20 AM | Report Abuse Using this logic are you saying modec is a bad company? Murphy oil is a bad company? Schlumberger is a bad company? Just because sapura and bumi armada is lapsap? Ok loh. Moving on. Ignoring attention whores. >>>>>>>> This FPSO industry business model no good loh.....!! 06/03/2019 6:02 PM (US/CHN trade war doesn't matter) Philip Ok lo. We assume oil price forever below usd40 and will never go up ever again. With this example FPSO forever bad business 06/03/2019 10:54 PM qqq3 raider.....your sifu that OTB says Dayang is grossly grossly undervalued because Dialog got X PE and Serba also XYZ PE. you and your sifu...with that kind of standard, don't come and talk about Yinson............ u question him, he says its facts and figures.....PE ratio of Serba and Dialog are facts and figures....but he will not admit Dayang is in a different class compared to fund manager favorites Dialog and Serba............. head also pening if have to deal with raider and that OTB...... 06/03/2019 11:21 PM qps999 Oooo...its too bad ..its turn into black..i was thinking to invest in YINSON..but the tgt at 4.454.. sell and save money..@rafik..wait la.. 06/03/2019 11:28 PM (US/CHN trade war doesn't matter) Philip My quarterly report for yinson. https://klse.i3investor.com/m/blog/phillipinvesting/197011.jsp 10/03/2019 9:20 AM  ramada Good and steady quarterly result. https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7293 27/03/2019 6:32 PM  tjhldg YINSON YINSON HOLDINGS BHD MULTIPLE PROPOSALS MULTIPLE PROPOSALSYINSON HOLDINGS BERHAD ("YHB" OR "COMPANY")(I) PROPOSED ASSIGNMENT;(II) PROPOSED DEBT CONVERSION AND SUBSCRIPTION; AND(II) PROPOSEDOPTIONS(COLLECTIVELY, THE "PROPOSALS")You are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment, please accessthe Bursa website at http://www.bursamalaysia.com 01/04/2019 8:58 AM  James Ng https://klse.i3investor.com/blogs/general/200743.jsp [转贴] [Facebook live:浅谈Yinson Holdings bhd (Yinson)] - James的股票投资James Share Investing 03/04/2019 10:22 AM (US/CHN trade war doesn't matter) Philip Wow, the consistent share buyback is impressive. Just like Berkshire share of American express, without buying a single new share, their shareholdings of YINSON can grow and grow and grow. I am blessed. 11/04/2019 7:39 PM (US/CHN trade war doesn't matter) Philip Yinson has currently bought back 2.6 million shares at 4.57 range in April. That is around 12 million ringgit worth of stocks. Management obviously thinks the share is undervalued at this price. I concur. I think I am also going to start increasing my buying back of YINSON stock soon. 17/04/2019 8:16 AM Hunger time to sell when company need to resort to buy own share.shows how useless the share until need company buyback.run before it fall 24/04/2019 11:25 AM (US/CHN trade war doesn't matter) Philip Wow, I'm impressed, company buybacks are bad? Its cheaper and more effective than giving out dividends, and they are buying back at a low price. 03/05/2019 8:52 PM  Jason Gilbert Ho to pay off hardworking norwegian staff? I support 100%. I would rather pay the staff who help me save money long term (helang FPSO and nippon JV) with deposit and downpayment for charters than to give high salary to ceos like leon harland, who bring you to holland, take golden parachute, and can't even perform and deliver on their chosen projects (kraken project in black sea). from my years of investing and following yinson, I have realized that their clients and tender bids are carefully chosen, they make sure the payments can be completed in case of contract cancellation, so far the only problems that have occured in yinson are due to force majeur, out of control. so yes, I would give esos at 2.8, i get back few hundred million in earnings every year without fail and no losses so far. It is a price worth paying for excellence. 04/05/2019 5:56 PM  |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
