Jaks :

Hoho Jaks ? No worries le as oredi tested the Lowest Price RM 0.12 :

52w 0.120 - 0.205
NTA 0.59

1.) RI in Warrant B issued on 2018 to prevent the Take Over intention is Expired on end 2023 .


2.) The only Substantial shareholder as at FYE2023 is the CEO with ard 14 % … others Top 30 are in average 0.5 % . The CEO shares all in Pledge Accounts, even all the WC .

The Lowest Jaks price is RM 0.12 .. price at 13/9/2024 is RM 0.14 . ( NTA 0.59 )

👉Ouestion : Do you think the CEO want to be Margin Call if Price dropped further , or is the time to reap the fruits by 2025 .

👉 WC with ex price RM 0.49 is mature on 18/11/2025 .


3.) Jaks has 2 Cash Cow Projects:

a.) Vietnam Joint Venture Power Plant 1200 MW .. holding 30 % which fully Commercial Operating Date ( COD ) on January 2021 with BOT 25 years .

b.) LSS4 50 MW Solar project in Penang which COD on August 2023 with 25 years PPA from TNB .

On going Solar project : CGPP 30 MW is awarded on August 2023 ( can choose own offtaker/ customer n cross border) … is scheduled to start construction on 4Q 2024 ( CRESS is effective from September 2024 , Mulling charges is announced on August 2024 with TNB power Grid as Third Party Access ( TPA ).

> COD is scheduled on 4Q2025 .


4.) Let’s see LSS5 2000 MW EPCC RM 7.2 billion tender results…. Jaks tendered 200 MW ( with intention Up to limit 500 MW …

Tender award is scheduled to be announced by this month, November 2024 .

——


Posted by Philip ( buy what you understand) > 6 hours ago | Report Abuse

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.

Hoho Thats why Yinson is also thirst for New FPSO order as :

FPSO Anna Nery is contributing ard 50 % , on FPSO segment Revenue where as the other 5 Operating FPSO are contributing 50 % ( ie : illustration > each one contributing 10 % only ) .


But Assets on QR ended July 2024 :

Non current contract asset : RM 11,389 m

Current contract asset : RM 544 m

Total Contract asset = RM 11,933 m


Total Loans n Borrowings = RM 19,580 m


USD Loans n Borrowings interest is 12 % n 13.88 % ( AR FY24 )


Question:

Non current Finance lease receivable = RM 8,164 million

Current Finance lease receivable = RM 165 million

> Total Finance lease receivable = RM 8,329
million


Referred Pchem :

> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

👉USD /MYR is depreciated by 12.85 %

>> As at 31/10/2024 4.37901

👉USD /MYR is depreciated by 7.47 %

👉👉Question 1.) How many % of Reduction from > Total Finance lease receivable = RM 8,329 million

Hoho BearRun why ah so desperate liaw ke … promoted Yinson in YTLpower forum then deleted the posts ????

—-


Posted by Bullrun18 > 17 hours ago | Report Abuse

This fella must be loss a lot of money on Jaks until short circuited and what ever he said also nonsense.

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

Since 13/9/2024 pending authorization from the National Agency of Petroleum, Natural Gas and Biofuels (ANP) for the first oil production through the new vessel.

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.

>>> The Brazilian Institute of Environment and Renewable Natural Resources (IBAMA) has now issued the operating license for the FPSO Atlanta to Brava Energia, which takes the firm another step closer to the first oil.

👉Currently, the company is working to comply with regulatory requirements necessary for the pending The Brazilian Institute of Environment and Renewable Natural Resources (IBAMA) has now issued the operating license for the FPSO Atlanta to Brava Energia, which takes the firm another step closer to the first oil.

👉Currently, the company is working to comply with regulatory requirements necessary for the pending authorization from the National Agency of Petroleum, Natural Gas and Biofuels (ANP) for the first oil production through the new vessel.

Hoho Kidd be mature in Public forum le …..

Hoho Jedii oredi loss naked in Lambo planet as is delisted on October 2024 …not going to Mars planet ke ..🤣

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.

Hoho Thats why Yinson is also thirst for New FPSO order as :

FPSO Anna Nery is contributing ard 50 % , on FPSO segment Revenue where as the other 5 Operating FPSO are contributing 50 % ( ie : illustration > each one contributing 10 % only ) .


But Assets :

Non current contract asset : RM 11,389 m

Current contract asset : RM 544 m

Total Contract asset = RM 11,933 m


Total Loans n Borrowings = RM 19,580 m

USD Loans n Borrowings interest is 12 % n 13.88 % ( AR FY24 )

Yinson secures $720 million financing for Maria Quiteria FPSO

7 Oct 2022 — Malaysia's Yinson Holdings has entered into a $720 million syndicated loan facility for the Maria Quiteria floating production, storage and offloading vessel.

Yinson secures funding from private equity firm for floating facility in Angola

18 Aug 2023 — Yinson Holdings Bhd has secured US$300 million (RM1.39 billion) from a private equity firm, RRJ Capital, to partly finance its floating, ...

Yinson-Sumitomo secures USD670 million mini perm financing for FPSO Anna Nery

11 Aug 2021 — Sumitomo owns a 25% stake in the project. The deal has been positively received by the investment community with several banks expressing ...

Yinson Production completes USD 1.3 billion debt financing for the Agogo FPSO

2 May 2024 — The financing is provided by a consortium of 13 lenders, including international banks and institutional investors, and will be utilised over ...

Yinson Production Secures USD230 Million Financing in Relation to FPSO Maria Quitéria

7 Aug 2023 — Yinson Production has secured a USD230 million term loan facility in relation to FPSO Maria Quitéria.

Yinson FPSO segment:

FPSO Maria Quitéria has a production capacity of 100,000 barrels of oil per day (bpd) ( First Oil is on October 2024 )

FPSO Atlanta production capacity = 50,000 bpd ( First Oil is Delayed)

FPSO Agogo production capacity = 120,000 bpd ( First Oil by early 2026 )

FPSO Anna Nery production capacity = 70,000 bpd ( First Oil is on May 2023 )

Yinson 2 New Operating + 2 New going to be Operating… Total 4 FPSO production capacity = 340,000 bpd ..

Compared to US 2023 Shale oil production capacity = 9,000,000 bpd ! ( represents only 70 % of US total oil production)

With the New US President Trump on November 2024 … more Shale Oil well shl be restarted production….


👉 5 days ago — Oil prices hold near 2-week low after OPEC cuts demand view, dollar rises · OPEC cuts oil demand growth forecast for 2024, 2025 · US dollar rises ...

Hoho must be the BearRun14 n the Serba 🐍n🐉story teller Buy what U not understand are getting desperate liaw in Yinson … even Bonus issue 1 to 1 on 2022 …🤣🤔

Hoho , Yinson financing n Refinancing is worrying le .. from QR result shown Debts is keep Increasing… while FPSO Anna Nery which First Oil on May 2023 contributed 50 % of FPSO segment Revenue.. ownership is reduced from 75% to 63.2 % on 22/10/2024 due to Refinancing ….😱😱😱🤔

Hoho
FPSO Atlanta is initially to be commissioned on February 2024 … First Oil by May 2024 .. is Delayed to August 2024 due to Brazilian strikes… now is November 2024 .. still waiting for Regulatory permit to commission on the First Oil ? Or other issues???😱🤔

Posted by Mikecyc > 1 day ago | Report Abuse

Jaks LSS4 50MW RE Solar in Penang :
which is the asset owner of the solar farm .. is COD on August 2023 with TNB 25 years PPA …. CAPEX is RM 200 million:

QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18.11 %


QR ended June 2024 :

👉 Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %


👉👉 Average Profit % for Half year 2024 is 13.22 % … compared to Yinson Half year ( February to July 2024 ) FY2025 is 13.85 % ( RE in India )


👉👉👉 Yinson Renewables in Peru ???

2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


>>> Sslleee is this meant that during construction of the Solar Power Plant in Peru Desert is incurred Losses ?😱🤔



—-





👉 Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


👉4.) FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million

Hoho this is interesting to know the maintenance cost of Solar farm in Desert ? What type of Solar Panel efficiency: 12 % or 18 % ???

Hoho >>The 97 MWp Matarani Solar Plant, located in the Mollendo Desert in the Arequipa region, entered into its full operational phase in September 2024.

Jaks LSS4 50 MW Solar RE in Penang with TNB PPA 25 years starting August 2023 :

Illustration with TNB 21.8 sen per kWh .

Bids 18 Sen per kWh : Profit 21.11 %

Bids 19 Sen per kWh : Profit 14.74 %

Bid 20 Sen per kWh : Profit 9.0 %

Hoho taught Pchem has support below P/B 0.95 as over 10 years did not drop below 1 .. now is 0.89 le ..let’s see coming QR …

Hoho oh here got 2 Serba story teller promoter le …

Hoho no worries.. Buy what u Not Understand Serba story teller will tell story again le …🤣🤔

Repost :

Hoho this is interesting… let’s see coming QR result ended September….an opportunity for Entry or CutWin ???


> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>>> As at 8/11/2024 4.38259

Hoho Kon Lee still promoting ke … recalled promoted Hengyuan n Petronm at RM 7.0 with Crack Spread Wayang .. actor : Kon gang from Tunepro n Netx with aka id …. Average down Petronm at RM 4.60 ke …

Btw how is yr Jtiasa ???

Hoho like Yinson SBB … Up or Down le … EPF n KWAP fund managers yummy yummy 🤤

Hoho >>>

PARTICIPATION PARTICIPATION % BOUGHT (RM MIL) SOLD (RM MIL) NET (RM MIL)
Foreign 37.55 977 1,045 -68
Local Institution 44.47 1,222 1,172 49
Local Retail 17.98 493 475 18
Total 100.00 2,692 2,692 0
As at 14 November 2024

Pchem :


14 /11/2024 :

RSS : 194,800

IDSS : 0

Total Net Short Position:
26,792,498



5/11/2024 :

RSS : 1,984,000

IDSS : 25,000

Total Net Short Position:
27,562,298


-
4/11/2024 :

RSS : 270,500

Total Net Short Position:
28,193,198

涉及历史边界、州权利和联邦权力的问题很多，除非法庭做出最终裁决，否则可能无法解决国油与砂拉越之间的任何争端。

There are many issues involving historical boundaries, state rights and federal powers, and any dispute between Petronas and Sarawak may not be resolved unless the court makes a final ruling.

Hoho emmm.. this also need to be clarified n verified:


What is the royalty of Sarawak oil?

From 5% of gross value previously, the state's oil royalty now includes 20% of net profit from its oil-producing activities. Sarawak's relationship with Petronas has not been on the best of terms since the state started looking at reclaiming its rights over its hydrocarbon deposits under MA63.

Hoho so later shl be International arbitration Centre or ICC International Court of Arbitration… Shl be dragging for How Long …. Years ? Just recently Jaks 6 years legal battle with Star is finally settled out of court !

refer above link :

东马海岸大陆油气争夺战
2024年11月14日
（八打灵再也12日讯）国家石油公司（Petronas）和砂拉越之间关于谁拥有东马海岸大陆架上的石油和天然气资源的争夺战，已酝酿了一段时间。

1974年石油发展法令第2条文阐明，国油拥有所有陆上或海上的原油及天然气所有权和专有权。

砂拉越声称，根据1958年石油开采条例，它拥有这些资源。砂政府也指1958年石油开采条例继续具有法律效力，并与1974年石油发展法令“并存”。

砂拉越指出，自1954年以来，特定大陆架一直都在其边界内；砂拉越在9年后加入马来西亚时，这些边界仍保持不变。

这个争端意义重大，因为它对国油在南中国海资源丰富地区，包括卢科尼亚浅滩附近的开采权提出挑战。

Hoho see this :

https://www.enanyang.my/node/635069

Hoho … What is the royalty of Sarawak oil?

From 5% of gross value previously, the state's oil royalty now includes 20% of net profit from its oil-producing activities. Sarawak's relationship with Petronas has not been on the best of terms since the state started looking at reclaiming its rights over its hydrocarbon deposits under MA63.

Hoho to buy or not to buy , this is the issue … especially the Buy what u Not understand Serba 🐶n 🐉story teller not telling story here but in Jtiasa!🤣


Posted by CharlesT > 18 hours ago | Report Abuse
https://klse.i3investor.com/web/blog/detail/Telegram/2021-06-15-story-h1566847714-Why_I_bought_even_more_SERBADK_bonds_and_stocks

Hoho agreed.. judging from the yearly DY :

2019 : 3.13 %
2020 : 1.59 %
2021 : 6.10 %
2022 : 5.68 %
2023 : 1.86 %

Hoho this is interesting… let’s see coming QR result ended September….an opportunity for Entry ???


> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>>> As at 8/11/2024 4.38259

Hoho be ahmoing tak … free org pun tak mau ke .. kesian le !🤣🤣🤣🤔

Hoho no wander lo .. FoxyLady


MrFox
MrFox | Joined since 2019-02-13

musangfoxking
musangfoxking | Joined since 2014-09-10

stockgal
fatfat | Joined since 2012-10-16

2.) 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 .

Update : LSS5 2000 MW EPCC RM 7.2 billion Tender award Shl be starting announce on November 2024 .

Loss Naked in Fintec …


Netx — Fintec ( mother ) — Adamas HK stock / Nasdaq ( Grandma )

Calvin had promoted Netx on 2020 ( share consolidation 25 into 1 … an article said is 1 of the Kon stock on 2021 ) .

Oh Fintec share consolidation 30 into 1 …

Post removed.Why?

Hoho don’t play play with Konartist sslleee le .. the Indonesia Plant GM at 64++++ … if his boss invested USD 5.0 billion in a New Plant … he can suspend the Operation after commercial launch for 2 weeks by saying it is inefficient !🤣🤔

Hoho as usual the best Pretender n Wayang Director ( in Netx n Insas with WC ) twisting to :

Posted by Sslee > 2 days ago | Report Abuse

Some ineficient Petrochemical plant will be force closed and need few more years for demand growth to absorb the surplus supply.
I am waiting patiently to collect low.

Hoho Konartist sslleee is a Good News to Pchem le … less competition le ..

An USD 5.0 billion investment has suspended operation since mid-October, two weeks after its commercial launch... Shl go for Long suspension???

—

Posted by Sslee > 1 day ago | Report Abuse

$5B petrochemical complex ceases operation in southern Vietnam
By Dat Nguyen

Mon 11/4/2024, 07:05 pm (PT)

The Thai-invested Long Son Petrochemicals complex in southern Vietnam has suspended operation since mid-October, two weeks after its commercial launch.

Hoho Kon Fox aka Demusang aka 123theman aka Musang King aka musangfoxking ke …

Loss Naked in Fintech …


Netx — Fintech ( mother ) — Adamas HK stock / Nasdaq ( Grandma )




Now Loss 3 sen , cry mama cry papa wow

“ Words of Wisdom “ 🤥🤣🤣🤣

👉👉 Beware : Kon Fox used to post n delete…

Hoho QL return is with Bonus issue :

Announced EX Date Subject Ratio Offer

02 Sep 2024 17 Sep 2024 Bonus Issue 1.0000 : 2.0000 View

29 Sep 2020 14 Oct 2020 Bonus Issue 1.0000 : 2.0000 View

25 Aug 2017 08 Sep 2017 Bonus Issue 3 : 10 View

29 Jan 2014 12 Feb 2014 Bonus Issue 3 : 10 View

Hoho 2026 shl be Glove year .. plan early….

Hoho on QL : 6.15 ard March 2021 :

Announced EX Date Subject Ratio Offer
02 Sep 2024 17 Sep 2024 Bonus Issue 1.0000 : 2.0000 View

29 Sep 2020 14 Oct 2020 Bonus Issue 1.0000 : 2.0000 Vie


In Good Profit with DY :’

2021 : 0.57 %
2022 : 0.70 %
2023 : 1.26 %
2024 : 1.02 %

Hoho as I am posted Negative views fact n figures in Yinson …

Top 4 list screenshot ard March 2021

Yinson RM 5.35 .. Bonus Issue 1 to 1 on April 2022 …is still in Small Profit !

With DY :

2021 : 1.11 %
2022 : 1.34 %
2023 : 0.83 %
2024 : 1.22 %

Hoho just Iike I learned from ethical Sifu 3iii posts during debated against Calvin in Netx for 15 months … recently in TSH ..

Learned the Stock MOAT ..

Referred to Philip Top 4 list ( if recalled correctly: PChem , QL , Yinson , Harta ) .. in 4 Different businesses industry.. with MOAT of :

* High switching costs;
. Efficient scale

Remember Do 3 Own : Own Homework, Own Analysis and Own DecisionS as only you know your Risk level and Holding power .



DecisionS: is changed Upon new information, new facts n figures