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I`m referring to that mouse above. Not you Calvin.

The current price near to 10 years low (except the Covid drop) 11.11% DY actually.. PE 3.3 , ROE almost 20%.

I can't think of any reason you hate this stock so much.... Except you bought it at 2.50.

Mouse what price is the bottom for TSH. Give a reasonable price. Don't put your emotion inside.

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This kind of amateur people got people trust him and let him manage the money? Better give me the money, I help him spend it before all money gone to share market.

In dia Captain Jack Sparrow. Tomorrow flying!!

https://youtu.be/vdBEuLG21UE

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If anyone so free, retired uncles. Please help to open 2023 annual report and total up PNB, ASB, Wawasan funds total.

Did I said 40%? Show me my post.

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Huang all 7 websites provided fake information.

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BA finance CEO cracking his head calculating financial impact. Lots of discussion with EnQuest also. Don't expect any announcement soon.

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Remember in year 2017 to year 2019 Armada could not get final acceptance from Enquest. Enquest just get 70% to 80% of bare boat rate. After 3 years in 2020 Enquest only started paying the full charted rate.

I continue yours Niki, first 3 months 50% haircut, remaining 3 months 30% haircut until end of this year.

Niki I believe you also read this posted in EnQuest chat. Looks like a reply from EnQuest IR. Last sentence "
"that mechanism will be in play going forward." What does this mean?

RE: Kraken back online13 Jun 2023 11:06
The HSP was restarted on Sunday evening as planned, with oil production resuming on a phased basis yesterday. We will look to ramp up production in the coming weeks.

Bumi were on a zero day rate since 48 hours following the shut in but will be paid now that we are back online. There is an availability credit mechanism in place at Kraken whereby Bumi compensate us based on reduced/restricted production, so that mechanism will be in play going forward.

I could be wrong as we just layman reading Analyst report and we don't have access to the contract terms. Let's wait for Armada`s announcement.

My estimation + Niki calculation earlier
RM45mil + 90 * RM1mil (3 months ) + RM15mil+ 30% ( 500k*4.4) * 30 days * 3 months = RM 209 mil

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I'm not expert in topside but based on the information from the EnQuest chat (could be layman like many of us) 2 transformer are enough bring the production up to 100%. 1 transformer able to produce 50%. The other 2 unit transformers are redundancy or spare units. Now the problem is 3 out of 4 already burnt out, only 1 still working.

Why the 2 spare units also gone ? Armada Kraken Maintenance department responsible for this.

Wow Armada close green today and yesterday. Let's celebrate it! 🎉🎊

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Patient you have to post your concern on interest rate in Yinson`s forum. Armada debts level at very comfortable level now.

Posted by Patient Investor > 3 minutes ago | Report Abuse

Based on Annual Report FY2022

With the receivables 4.5b just almost on par to pay off total borrowings of 4.5b in next few years, does it mean there wont be any dividend payout expected in next few years?

The borrowings interest seems quite high
USD Term loan - floating rate 7.85% (3.55% in 2021)
Sukuk 6.35% (fix rate)
And more than 50% of it has to be repaid within 2 years

Just fall in love doesn't mean have to go into long term relationship. Short term also OK. You enjoy I enjoy both happy.

Uncle l3lurker you got any reference FPSO contract renew on yearly? Please share here.

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EnQuest still profitable else UK government won't charge them 75% windfall tax. Money gone to UK government.

I3lurker you bought a Lamborghini doesn't mean you can run 300km/h on Malaysia highway.

Armada get full charter rate based on production efficiency. Not based on capacity VS actual output.

That production efficiency is equivalent to your satisfaction driving that Lamborghini with a pretty lady sitting beside you.

Brent oil rebound 3.4%!

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Where got pon pon girls. You watch that YouTube all ah beng and lala zai.

This Armada IR lembik. EnQuest IR immediately give response.

Armada IR email acknowledgement pun takde. Report problem without impact accessment, no target timeline at all buka open cheque for public guessing the impact.

Production restarted by phases no update also.

Hello Ardanan Krishna, fire your Bumi IR department please. Especially that Tengku with misai one.

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Suddenly the Armada forum so peaceful.

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I bought a lot yesterday. But not dare to sailang. Nothing is 100% sure.