Jeffrey

Felice888 | Joined since 2023-11-19

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

207

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
207
Past 30 days
12
Past 7 days
10
Today
0

User Comments
Stock

2 months ago | Report Abuse

The FPSO operators should think out of the box. The current build and lease business model is extremely high risk and requires huge capital commitment.

large upfront capital costs, long project timelines, complex engineering, and potential for operational challenges in remote and harsh environments. After the project completed then wait for the mercy of FPSO charter to sign the final acceptance. At the mercy of FPSO charter to give charter rate based high KPI. At the mercy of FPSO charter to give contract extension or terminate the contract during low oil price crash period.

Stock

2 months ago | Report Abuse


Yesterday KWAP top up 11 million shares.

Today top up 3 million shares.

You sendiri kira up to date KWAP sudah top up berapa shares!


09 May 2024
3,000,000
Acquired Direct Interest

Stock

2 months ago | Report Abuse


Haiyoh Mr. Lee you calculate probability of all 4 new FPSOs fail to get final acceptance. If all 4 failed Yinson confirm bankrupt already.

I calculate at least one failure out of 4 new FPSO ma.

P(X=1)=(1,4 ) [ (25%) + (75%)^3]



Posted by Sslee > 1 hour ago | Report Abuse

Random probability of tossing a coin 4 times and getting all head is 1 in 2x2x2x2.

Is that how you use to evaluate successful rate of executing multi billion FPSO projects?

Stock

2 months ago | Report Abuse

Ular told you belated Angpow and Green packet ma. Now you believe already?

Stock

2 months 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.

Stock

2 months ago | Report Abuse

Thanks Mabel!

7.5% still at the high end.
This US 1.2b loan alone coupon payment almost USD 90 million or MYR 423 million a year.

Stock

2 months ago | Report Abuse

The Kraken final acceptance issue almost sent Bumi Armada into PN17. Luckily AK saved Bumi Armada with his own pocket cash.

Stock

2 months ago | Report Abuse

On 19th April Yinson just signed US$500 million from five-year senior secured bonds that carry a fixed coupon of whopping 9.625%.

Anyone knows the recent US 1.2 billion loan`s coupon rate?

FPSO business is very high risk business, if any new FPSO couldn't get the final acceptance approval from the charter client. Jialat already.

Look at Bumi Armada`s Kraken FPSO saga with Enquest from 2017 to 2018.

Stock

2 months ago | Report Abuse

Tan Sri tengok pun mata merah. Sama sama Malaysia gloves Mekar but people already recorded so many quarters of profits. Tan Sri 加油!

https://www.theedgesingapore.com/capital/results/riverstone-reports-higher-1qfy2024-earnings-better-margin-mix

Stock

2 months ago | Report Abuse


Walao ehh!!

08 May 2024
11,000,000
Acquired Direct Interest
Name of registered holder KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

Stock

2 months ago | Report Abuse

KWAP top up another 3 million shares today. Why KWAP has to split into so many batches? They like telling the market, hello!! I'm back!!!

07 May 2024
3,000,000

Acquired Direct Interest
Name of registered holder KUMPULAN WANG PERSARAAN (DIPERBADANKAN)

Stock

2 months ago | Report Abuse

Sharing a YouTube video about gloves stocks outlook.

If you are uncertain whether gloves stock worth to invest now, probably this video gives you an idea in term of latest status of Malaysia gloves industry.

https://youtu.be/3tyNGGe1t8Y?si=xV-Uem4hxPNul_Ks

Stock

2 months ago | Report Abuse

168亿的债务不是鳼毛蒜皮,更可怕的是一年负28亿的operating cashflow。

当大多数的气油股都涨📈到五年新高,这只股和恒源一样还往下跌📉。这个格局老实说只有世外高人看得清。🤣🤣🤣

Stock

2 months ago | Report Abuse

KWAP thank you very much for supporting TG again. Another 8 million shares added!


06 May 2024
5,000,000
Acquired Direct Interest

Stock

2 months ago | Report Abuse

Total contract worth MYR 8.5 billion. Sapura Energy`s 50% share is about MYR 4.25B.

The god must be crazy, a company with market capital less than MYR 1 billion with 10 billion debts awarded a MYR 4.25 billion contract in international market.



Sapura Energy gets US$1.8bil worth of PLSV-related contracts | https://www.klsescreener.com/v2/news/view/1320741

Stock
Stock
Stock
Stock
Stock

2024-04-22 21:22 | Report Abuse

You tau baca itu announcement? Left pocket sold to right pocket you take nampak atau tak faham?

Posted by Agjl > 7 minutes ago | Report Abuse

Wow! Tan Sri’s family bought ytlp! Puan Sri also bought!!!! What say u, ular? Nvidia price colapsing again that will bring down ytlp kah? Thats why they bought kah? Haiyoh! Korek? Wakakakakakakakak ular oh ular. Hahahahahahaha

Stock
Stock

2024-04-20 22:39 | Report Abuse

I would suggest you cut lost immediately on Monday morning to prevent any further lost. 留得青山在,不怕没柴烧! Google it if you don't know Chinese.

Stock
Stock

2024-04-16 21:37 | Report Abuse

How many people face green green today put your hands up. 🖐🖐

Stock

2024-04-16 21:34 | Report Abuse

I kira Kira 250 million shares ma. Many you dapat 700?

Stock

2024-04-16 21:31 | Report Abuse

I tak ada perasaan on his posts. All are my fake names. He post whatever he like. I continue share negative views here until he vomiting blood or he say sorry to me.

Stock
Stock

2024-04-16 21:01 | Report Abuse

Hari hari mari ESOS until your face green green. EPS going to dialute a lot. 200 million shares of ESOS queing to exercise. Cham boh?

Stock

2024-04-16 20:56 | Report Abuse

Aiyoh this Nvidia stepping into own customers bread and butter business. The customers sure angry lah. Customers like Google, Microsoft and Amazon just waiting to wake Nvidia up from fantasy dreaming.

Stock

2024-04-16 20:50 | Report Abuse

Haiyoh big bear 🐻 coming you don't know meih? Your good friend auntie Huang Bok Kai average down until face green green, now she back to her hibernation mode already just like her PMCorp 10 years ago. 🤣🤣🤣🤣🤣


See her China Bester so cham already 🤣😂😂😂😂😂

China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
25.78 CNY -10.89 (-29.70%)past month
16 Apr, 3:00 pm GMT+8 • Disclaimer

Stock

2024-04-16 18:29 | Report Abuse

I don't know how to describe this Auntie Huang tin kosong.

Stock

2024-04-16 18:28 | Report Abuse


Auntie Huang bok kai tin kosong are you Okay? Cham loh average down again? 🤣🤣🤣🤣🤣🤣

China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
25.78 CNY -10.89 (-29.70%)past month
16 Apr, 3:00 pm GMT+8 • Disclaimer

Stock

2024-04-16 18:16 | Report Abuse

Cham loh another 7,587,000 ESOS listed with cost just RM 0.56.😎😎😎

Stock
Stock
Stock
Stock
Stock
Stock

2024-04-13 10:53 | Report Abuse

I checked YTLP last annual report, outstanding ESOS total 225 million shares. Out of this 225 million ESOS shares 203 million with exercise price just 0.56.

Wow the big boss and senior management jia beh liao loh.

Stock

2024-04-12 23:03 | Report Abuse

Auntie Huang`s Bester 🤣🤣🤣

Good things turn bad? On April 12, Bester Communications (603220.SH) plunged more than 6% at the opening, triggered by a large order of 730 million yuan. On April 8, Bester Communications announced that the company had signed a "Computing Power Service Contract" with Jinan Supercomputing Center Co., Ltd. ("Jinan Supercomputing Center") for an amount of 730 million yuan. Based on this calculation, the revenue from this large order is 27.62% of the revenue in 2022 (2.643 billion yuan). Affected by this positive impact, on April 9, the stock price of Bester Communications opened directly higher, but then fell, closing up 1.10%. However, on the afternoon of April 11, the National Supercomputing Jinan Center suddenly made a solemn statement, saying that the 730 million yuan contract between Sino-Belgium Communications and the National Supercomputing Jinan Center had nothing to do with it. Affected by this statement, China-Beijing Communications had to issue a supplementary announcement before the market opened on April 12, stating that the contract's partner, Jinan Supercomputing Center Co., Ltd., has no direct or indirect equity relationship with the National Supercomputing Jinan Center. The company will Its abbreviation is "Jinan Supercomputing Center" for the convenience of reading.

Stock

2024-04-12 18:52 | Report Abuse

Applied 100k shares. ✌

Stock

2024-04-12 18:26 | Report Abuse

You saja waiting sampai janggut panjang pasal you waiting from RM 5.xxx ma. Hahahahahha very long journey for you UlarSawa. 🤣🤣🤣🤣

Stock

2024-04-12 18:24 | Report Abuse

Wow I just started flag the siao kia`s posts admin already banned it. So fast I3 admin use AI detect the siao kia`s writing style ke?

Anak Ularsawa ke 62 banned just within 15 minutes.

Stock

2024-04-12 16:52 | Report Abuse

Our famous tin kosong Auntie Huang`s top pick stock in 2024. She dumb dumb enter followed a sweet talk from his PaPa Xi during CNY. Hahahahahahah exactly repeated her dumb trading style in PMCorp 10 years ago!

Baidu Inc
HKG: 9888
OverviewCompareFinancials
97.55 HKD -27.05 (-21.71%)past 6 months
12 Apr, 4:08 pm GMT+8 • Disclaimer

China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
28.72 CNY -6.18 (-17.71%)past 6 months
12 Apr, 3:00 pm GMT+8 • Disclaimer

Stock

2024-04-12 15:15 | Report Abuse

Maybe some promoters already sold 50% of their holding. For them the shares on hand are free tickets, they can take the risk for any major correction.

For newbie just going to buy now, don't risk your capital for 15% to 30% gain, the risk for you could be 50% lost.

Stock

2024-04-12 15:11 | Report Abuse

This Auntie Huang does not have any industry experience. She just talk kok only.

Stock

2024-04-12 15:10 | Report Abuse


Auntie Huang Bok Kai was arguing on Glove stock expiry. Nah Tin Kosong Auntie Huang a big slap on your big fat face with statement below:


https://thesun.my/business/demand-prices-for-medical-surgical-rubber-gloves-rising-expert-PC12320492

Malaysia Rubber Glove Association’s former president Denis Low Jau Foo told Bernama recently that the uptick in demand was due to customers replenishing their stock.

“There was aggressive buying during the Covid-19 pandemic, those stocks are facing expiry. Medical gloves have a shelf life,” Low said.

Stock

2024-04-12 15:07 | Report Abuse

UlarSawa kongkam Ubi kayu tanam pakai batang bukan benih. Batang 7" sampai 10" cukup. 🤣🤣🤣

Stock

2024-04-12 13:13 | Report Abuse

Auntie Huang Tin Kosong, are you Okay?
Average down ke??🤣🤣🤣🤣🤣


China Bester Group Telecom Co Ltd
SHA: 603220
OverviewCompareFinancials
28.87 CNY −1.05 (3.51%)today

Baidu Inc
HKG: 9888
OverviewCompareFinancials
98.55 HKD −2.25 (2.23%)today
12 Apr, 11:59 am GMT+8 • Disclaimer

Stock

2024-04-12 11:41 | Report Abuse

Today stay flat again, promoters hiding now.