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?

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?

I very much agree on this, the gestation period is 4:1, which means their 20 year contracts yinson will only break even in 4 years, according to the contracts. The risk is almost cleared with fpso now deployed and working (maria quitera, atlanta and now waiting for the last on e agogo). But the true value of yinson will only emerge and debts cleared out only 5 years after the fpso hits first oil (as their contracts are day rate charter).

I do hope they will start to slow down and pare off debt, but also am worried as their incoming CFO and CEO are both young and very ambitious young men with big dreams. i think worth to jump in and gamble, but in the end still very agressive indeed. we will see next year after the warrants end, and they can increase debt retiring and payments



MiaoMiao7

the question is will they continue to load up with debts or will they take a break? lim kept saying this has never been a good time for fpso co, and we all know what happened to the greedy dog crossing the river. just because it is a good time doesn't mean loading up more debt is a good idea. yinson needs to take a break

In the latest quarter you have 1c dividends and 100 million in share buyback. In my opinion as they are keeping almost 3 billion in cash to offset the long term loans, and since they are in a growth stage where next quarter they should be receiving almost 300+ million in earnings from fpso operations with another fpso coming online next year, I think the wait is frustrating and fully justified for investors.
For me since I like long term investments, this is something online with my investment philosophies so I'm more than happy holding

That is probably because using eps as a guide is not very accurate. Their basic business model is they don't get paid until the fpso produces oil, although in same cases they are paid in advance for the construction of fpso. So the main idea is over the ships are sent to site and hits first oil is when it actually starts producing income. Similar to a power plant utility business, no real income until plant are operational. Currently now only maria quitera first oil which was in October 15th, so will only be reflected next quarter earnings. And Atlanta which is targeted for December first oil, which will also only be reflected in next next quarter earnings. Until then, what we are looking for is a reduction in epcc revenue as only left one more FPSO which is ahead of schedule and expected to hit first oil in 4th quarter 2025.
>>>>>
Robert Waters

So much good news about this company on the forum and from all the analysts ... yet figures contradict their statements. Recent numbers:
_______________________________________________________
EPS: RM0.062 (down from RM0.073 in 3Q 2024).
Revenue: RM1.85b (down 34% from 3Q 2024).
Net income: RM200.0m (down 6.1% from 3Q 2024).

Neither do you,

>>>>>
jjohnchew

Hoho a “ Failed “ Serba Story Teller Buy What u Not Understand even in Account Fraud… why so “ Gan Cheong “ if u don’t hold any Jtiasa shares…

Mikecyc why talk and repost so much but don't dare to share when you bought your Jaks and how long you holding it and your total amount? Scared to show you inability to invest?

Haha sslee I remember once upon a time you challenged my to show my QL holdings online, which I did and show that I'm still holding as overpriced QL more than doubled in value over the 5 period with even more growth in the offing. Not you know how it feels.

Yes I've shown my last 6 year portfolio online, and lee just showed his underpants in this thread. So when is it your turn to put up or shit up.

Hour much Jaks are you holding?

I would say get a life Mike but you don't even understand the concept of one very susah. Fyi for my trader in hartalega you can see how I structure all of my investments and how I buy them so you can understand what my investment style is.

As far as I can tell, you don't have investment strategy and very emotional kid, so I can be very confident to know that you are a big money losing character in stocks.

Am I right? You spend more time trying to dig holes and finding problems with others instead of looking at yourself and improving your own results.

I can guarantee the recent run-up you of jtiasa you didn't buy, but am not than confident in insulting others than pressing the trade button.

The recent runup had allowed me to retire some margin debt. And my bet on hartalega is on track for a very good return

Still want to talk so much? You tell so many story of Jaks also never go up, and now don't even dare to share what stock you are holding because you scared people will expose you for the loser you are

rather than talking bad about others try to have the backbone to talk about one stock you have your money on today... lets see howe good your results are long term

just another failed " technician" who know how to talk bad about others but have zero skill in investing or trading

I knew it was another account of mikecyc.
>>>>>
jjohnchew

Hoho the Serba 🐍 n 🐉Story Teller to promote even knew is in Account Fraud.. beware ..

Why keep bringing words of hate and salt? I don't understand, they made the right call now to follower buying jtiasa from rm1.12 to 1.49, currently they are making 37 cents profit per share, I think they are far better investors than those that keep talking about their imaginary "profits" in Jaks with low volume

/>>>>>
jjohnchew

Hoho KonFoxy loss naked in Fintec
<<Netx — Fintec( mother ) — Adamas HK stock / Nasdaq ( Grandma )>>

This thread is talking about jtiasa, not about Jaks John chew. And why are you bringing up bottom fishing in 2023 with low volume and liquidity while jtiasa now jumping from 1.13 to 1.49 in a short period of time. Please talk about Jaks in the jaks forum and stick to talking about jtiasa in jtiasa forum. No bottom fishing going on here as people like sslee night from .60to 1.49, big huge return with good volume with palm oil prices what they are now and further growth happening next quarter from inventory sales and huge prices of 5000+, a huge guaranteed dividend incoming for all shareholders

>>>>>>

jjohnchew

Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( 👉 after Sslleee posted sold Jaks on April 2023 since 2017 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …


As said earlier 2025 Shl be Jaks year .. since LSS5 Tender RFP dateline is brought forward to 25/7/2024 from December 2024 .. focus back to Jaks .

shouldnt age maturity of trees per hectare and planted trees per hectare be more important than just a simple hectare per market cap?

for example my own farm in sabah although is only around 200 acres now but my total production and utilization is more than my neighbour plantation nearby of 600 acres. How is that possible?
1. my trees are now fully matured and produce the best as I replanted with the latest seedlings 10 years ago with the latest breed. Meanwhile my neighbour only replanted 4 years ago which means high cost and low production.
2. land type. My land is near to the mill and is perfectly flat near main road which brings my production cost far lower per acre, meanwhile my neighbour is hilly land with poorer soil quality near swampy area.
3. fertilization and crop care also make a huge difference.

If we wanted to do the comparison, the key element the koon should be looking at is the yield per hectare and the expenses per market cap.

Actually, the share price is driven by revenue and earnings output. If you know that next quarter oct Nov dec your average cpo price are 4800-5000, you will be guaranteed a monster of a dividend. And looking at jtiasa history, they will probably be giving it out next quarter. So if you bought at rm1 and you receive 10 cents dividend for the year, how much would you rate the price of jtiasa especially if they retire their debt this year?

>>>>
Up_down

Share price is mainly drived by CPO prices.

3 months without mikecyc polluting this thread is a godsend. I was wondering why he wasn't arguing and fighting today as well then realized his amount suspended. I wish him all the best and hope he can spend the time to study and learn how to improve his stock selection ability and patience to hold.

To sslee. Good job indeed

Yes, I have zero respect for kids who talk and talk and attack people for things since 2020, 5 years ago and gave given nothing beneficial to this platform. I detest these type of users the most, talk cock so much but nothing to provide on his own results and performance. Even if people like sslee made mistakes with Jaks and xinguan which is a source of humor, you still need to give him flowers for doing a good bet if buying since cheap prices for jtiasa. You can at least track his performance is improving by how he is betting on what he knows which is palm oil industry in buying jtiasa now and that's how he made more money in shorter time than putting money to work in insas.

As for the kids who only know how to fight and look for arguments, he will never tell you how much Jaks he bought and at what price because he is down so much he fears being laughed at so he starts by laughing at others first.

Shame indeed

>>>>>>
hours ago


G-boy

philip..kid is kid..say whatever he like...write watever figure he want...
just ignore...
jtiasa now is ontrack to new trend again

Ok time to sell, when the kids that saying the most bad things about jtiasa now saying he bought success high with TA and FA etc etc, you know that he missed the boat and nothing more to say, so now regretting action and trying to say he bid the price from the beginning

i just realized this johnchew is another id of mikecyc, just out to simply vomit "facts" and "figures" meanwhile i have no idea what his point is in all the threads, is he trying to short stocks? or trying to buy low? or just trying to find friends.

I personnaly think he is just looking for friends that respect him, as if he starts showing his actual performance on his stock portfolio, he is probably the type that only sees green because each time he loses a trade just sell and cut loss so his portfolio only looks positive, but in actuality would be down huge amounts over time.

time to ignore another child trying to just troll and talk without giving any useful input.

the thing I dont understand is: if yinson is so bad to him, why is he even posting a thousand posts a day without a single mention of what he is actually buying and at what price but likes to bring up arguments from 2021 and 2020... craxy indeed...

Johnchew posting a thousand posts a day will not make you a better investor.

One that posted to every thread and talk jalan I think is Jaks which actually drop to 12 cents which is worth a little bit more than jtiasa earnings this quarter. Question now become why doesn't jtiasa buy the entity of Jaks with it's earnings from 4 quarters? But good sense it definitely doesn't make. Jaks results so bad no one even bother to comment anymore except those traders become long term holder

Fpso petrojarl already left in October and subsea completed connection of wells 4-6 in early November. The ANP is doing inspection this week so should be in December start production. Very very fast work from all involved.

Anything more to say?

https://www.offshore-energy.biz/out-with-the-old-fpso-after-eight-years-in-with-the-new-one-at-oil-field-offshore-brazil/

Here.

Johnchew5

Hoho any update on FPSO Atlanta First Oil ?😱

Here.

Johnchew5

Hoho any update on FPSO Atlanta First Oil ?😱

Here.

I think sslee is right, next quarter will be the rm5100 inventory sold at high prices so additional revenue of 350 million and most likely 130 million pbt

But in any case enough. I will stop polluting jtiasa thread by writing about other companies. And this is the last time I talk to Mike. I just realize how useless it is to talk to kids, arguing with them you can win. They will just pull you down with insanity

I wish you all the best Mike with your Jaks. I already gave my piece many years ago when I said Jaks was a lousy investment. Today I'm proven very much right

And immature kids, just in case you don't understand how to read bond yields, you can refer to Fitch and their BB rating and how they look at yinson ability to pay.

https://www.fitchratings.com/research/structured-finance/fitch-rates-yinson-boronia-production-bv-sr-secured-notes-at-bb-exp-stable-presale-issued-20-05-2024

Mike, how much dividend have you received from Jaks so far? I think yinson and jtiasa actually had enough money to pay dividends and do share buyback. Their earnings from fpso from eni and petrobas and petronas is so solid that their senior notes of 1 billion 18 year long term notes at 8.9% is oversubscribed. Not only no need to dilute shareholder, but able to revise debt from short term expiry in 2026 to 2 decades to pay back... OVERSUBSCRIBED

I think only kids who don't know how to look at cash flow statement and analyze debt instrument will ask, why yinson can borrow so much money and raised from Europe and Japan and Malaysia 20 billion... How would those find managers analyze perpetual securities which only need to pay 80 million a year and collect back 1 billion 18 years later...

Meanwhile your stories on Jaks are nice but dilution, share sales, warrants etc are more and more stories because they can't get banks to give them a break anymore

Not forgetting buying back 100+ million in share buyback when prices are cheap.
The big thing to ask is this:

Like the CEO of yinson say, my contracts are fixed returns from first oil(operational status) yinson is paid 700k usd a day. In total with interest the fpso cost 1.2 billion to build. Contract is 22 years, at the end of period yinson will earn 5.2 billion.. So if things are built well and completed well, yinson will earn back their spent cost in 5 years and after that is profit every day, as their charter is bareboat, operations and management is under the operator ( unless yinson sign o&m). Very clear cut rules, clear cut profitability, all that is left is to perform.

How did yinson command this 700k a day charter while customers like armada earn 435k a day? Simple. Timing and competition. In many cases yinson was the only bidder or best option with string financial status. That is why yinson is 8 billion, armada 2 billion and Jaks 300 million.

Execution and profitability.

>>>>>>>
June 2024 …


JediMaster1

52 posts

Posted by JediMaster1 > 5 days ago | Report Abuse

Off course ( Yinson 👍 ) is different to ( Jaks 👎 )

1. Yinson pay dividends to share holders ever quarter 👍👍👍

( Jaks suck blood from share holders keep on PP or RI to sucking until all share holder dry ) 🤪🤪🤪

Mike please use facts and figures and tell me what jtiasa did with it's 7 cents per share earnings? Tell me how much debt they retired with the money? For me I don't have a single share of jtiasa as I have mine in inno and sop but I'm not here to keep trying to find arguments and "debates" with people. If people make money doesn't mean I need to lose money. So just say congratulations and move on to those who did.

Grow up Mikecyc. Stop being a boring child with your repeated "facts" and figure out how to make money from Jaks better.

Learn to be matured in a investment forum. This is not your high school chat group for you to blow water and ridiculed people. Unlike you I give credit when credit is due. Can you still say anything bad about jtiasa results Mike?

>>>>>
Mikecyc

Haha another kidds also blowing ke … is Trapped also …🤣🤔

Very impressive results, hopefully dividend incoming, as now the price stable at 4700-5000. Good job sslee, you are making good money from 0.6 on this stock. Since now net debt very good possibilities

And after results from 4.50 to 4.86, so what else is new? Sell the news, buy the results. question to ask is the loss paper loss from forex declaration? will it be revised in next quarter when MYR has dropped so much? will pchem suddenly make money? all i know is i bought more when pchem selling below net asset value, meaning I get the value of assets + cash is at 4.67, i get 4.50+ to top up on a company with net cash, good assets and profitable. I bought more and will be guaranteed to collect more dividends over time and share price recovery.

Can you say the same about companies like JAKS?
>>>>>
Johnchew5

Hoho Pchem latest QR with Huge Loss since Listing due to Unrealised Forex Loss …

Grow up and be matured. Stop being a child and act like a real grown up. Embarrassing indeed. Are you in this group to learn about investments out to just be a troll. If you can't control emotions you will forever be a poor troll with low results.

Fyi of sslee haa been buying jtiasa since 2022 it means he has been buying since 0.62 range. So it's his trading account positive or negative?
More importantly is your trading account positive or negative?

>>>>>>>
Mikecyc

Haha Kidd Konartist sslleee jgn menangis le …🤣🤣🤣

Please be matured in a public forum. why act so childish and keep reposting over and over and over. another few more days until QR results, once qr results out then you can resume your taunting OR better yet, if results good and price go up, APOLOGIZE like a real man.

Until then, learn to be matured.
>>>>
Mikecyc

Haha Kidd Konartist sslleee jangan menangis lagi le …blame here blame there .. spook here spook there …remember to take the right medicine le … doesn’t toxic the Land le …

But funnily enough with all your thousands of posts you have zero shares bought, so what is the goal of reposting and reposting and reposting whole share price keeps going up? Unlike Jaks.... Which you don't even bother losing anymore.

Meanwhile... How many shares of Jaks do you currently hold?

So if this worry is gone you will be happy? News on that front should be coming soon next month as final hookup all done on yinson production side, and now back to Bravia Energia as all the hookups to remove fpso petrojarl 1 has be done and fully connected to FPSO atlanta, not only awaiting the final details so can announce production soon. Phase 1 already completed with 6 wells connected to FPSO Atlanta and the balance 4 wells ongoing as per schedule.

In any case Mike don't worry about yinson, everything moving onwards

>>>>>>>
Johnchew5

Hoho the most worries is FPSO Atlanta First Oil is still Delaying ???

The Brazilian firm’s activities aimed at replacing the FPSO Petrojarl I, which has been working at the Atlanta field in block BS-4 in the Santos Basin since 2018, with the FPSO Atlanta, bought for Atlanta’s Full Development System (FDS) in 2022, are in the final stage.
53 minutes ago

Posted by Sslee > 6 days ago | Report Abuse

I already sold most of my Insas with good profit.
why should i sell Pchem when it is growing, giving out dividends and in solid net cash position, my holding cost over the years drop to around 3.9 per share. Presently buying more at 4.5, the 2 questions to always ask is this:

1. Sell pchem and buy what over the years? if you need stability and do not require advance risk taking, meaning i need good income every year with zero chance of bankruptcy or loss. Buy what with low risk and high visibility?
2. Pchem is currently one of the only petrochemical companies in the world that is profitable despite the competition and war and slowdown. Korea lotte and titan losing money. BASF is losing money. Dow is losing money. Formosa is barely breaking even. The only decent competition is China which is skirting regulations and not building more. Pchem is not only doing more FID and building new, they are also giving out 50% dividends from profits, and never lost a single cent in the last 5 years. so, i prefer to put money in the company where they are making money while everyone else is losing money. As you said, cycle, when the cycle returns again, i would have added more to my position at 4.5 and getting good comfortable return when the oversupply and competition ends in the next few years after trump and xi start being friends again. when that happens, i wonder what pchem earnings will be like in 2026?
>>>>>>
By the way Philip fall in love with Pchem and did not know PChem is a good company in a cyclical business otherwise he would have sold when price breakthro' the RM 10 and buy back when price on retrea

This i totally agree, people come to a forum to share and learn knowledge, not to fight. My preferred forum these days is seekingalpha to learn about stocks, but the lack of moderation and letting people like mikecyc post 46 thousands posts of mostly reposting and insults is just making a forum toxic and hard to get any useful info. very menacing and demeaning.

I still dont understand, the point of investment forum is to make money, why come here to fight everyday? tak penat ke? need to be a stiff arm of justice for what reason?

>>>>>
Posted by G-boy > 1 minute ago | Report Abuse

as a outsider... we see mike alike abit over...
no point to argue with stranger... quiet quiet earn money

No i realize why mike always want to look for arguments and fighting with strangers, he is worried if he plant his own bendera and buy a stock that the results will show he is a fraud and he is afraid of confrontation. Easier to insult and make fun of others (despite others making money as sslee holding since 2021) rather than show what stocks and share he is buying and what his results are. if dont want to disclose jaks position % and what cagr over last 5 years since joining i3investor no problem, but always looking to fight with others shows a maturity level bordering on the autistic
>>>>>
Mikecyc

Haha Kid Konartist Ssllee owned Claimed FA n TA Guru … no facts n figures on Jtiasa??

Kidd Konartist cannot grow Up anymore ke … pagi ini ada naik Bendera tak … tak boleh ke jadi Jtiasa Akan ikut Cuma Turun saja ke …🤣🤣🤣

I am very much convinced mikecyc has already taken his Jaks loss and sold out which is why is his commenting so much. It is easy to comment on others when he himself has no position or confidence

>>>>>
Mikecyc

Haha on Jaks GGU :

More importantly as reported, ASP prices have increased, causing revenue and sales volume to go up by 44%. Also very important, dividends. More importantly, more lines in production indicating higher demand for products.

Exchange rate issues up 10% in a month has stabilized back, and it seems glove oversupply is reducing well
>>>>>
Chipee

AS reported, loss due to abrupt higher RM value to USD and increase operating cost on new production line.

Azamjaya orderbook clarity for next 5 years, mega fortis got increasing orderbook clarity? I think main issue is that clarity of cash flow and profits GROWTH is not there so market realize mega fortis is just a way for the original shareholders to cash out and leave the bag to others

>>>>>
EatCoconutCanWin

azamjaya up 40% with eps 0.93. MegaFB eps 1.18 at 0.65 lol... what fundlemental bursa is doing. Msia got this kind of attittude sure die

The difference is simple. Pchem has scale and size and FID behind many new production lines. Currently entire world chemicals is not doing well due to reduction in demand and demand growth is slow to catch up to production. meanwhile pchem margins are far higher than Dow chemicals, formosa chemicals, BASF chemicals and many other majors, meaning pchem is the best performing chemicals company making money during bad economic cycle. Even despite difficulties, they are growing revenues and asset value and cash hoard. Meaning, if they are making money when everyone else is losing money during bad times, guess who will be making money hand over fist during good times?

Insas on the other hand, has been doing their version of fashionvalet with melium group and dome coffee which is not leading to much growth for insas and just relying on inari to cover their inability to grow organically. in the long run, insas will be a value trap, while pchem will be a juggernaut once demand for chemicals have stabilized everywhere.

the big difference is simply: time.

>>>>>>
Posted by Sslee > 1 week ago | Report Abuse

If you took out one zero from Pchem price what different between insas and Pchem price cycle?

Note:
Stock: [INSAS]: INSAS BHD
Jun 4, 2023 4:23 PM | Report Abuse

Ular,
Some year back stockraider even win his bet with Philip Insas Vs QL

Now I'm trying to repeat what stockraider has done:

Stock: [INSAS]: INSAS BHD
Apr 8, 2023 11:07 PM | Report Abuse

Since insas is my 50% holding and Pchem is Philip 38% holding.
1 year bet insas RM 0.775 vs Pchem RM 7.50.

The race is on Insas break RM 1.03 or Pchem break RM 10 in 1 year time

Move on with your life.... sslee making tons of money in jtiasa now your eyes getting redder and redder, better just learn how to actually make money in stock market and move on and get better performance instead of reposting reposting stuck forever in a rut.

If sslee can move on from insas and jaks and xinquan who am I to berate him further as he starts to learn how to pick stocks and buy what he knows. FYI sslee works in a palm oil plantation. So when he sees ffb selling at 800 and CPO selling at 5000 his eyes go big big, and if he knows to go all in during this period in the big major palm oil companies, he will definitely do well to earn.

So mike, sslee has conviction and size behind his 50% earning investments. again my question, how many shares of jaks do you currently own?

>>>>>>
Mikecyc

Haha all those words that I am in retaliation of what Konartist sslleee said …