Haha don’t be over pessimistic..but if Insas , better in FD … Jtiasa ? DY just started 3 years , after 2 years No Dividend .

Debated with KonLee on Growth n Dividend stocks … asked him what is his selection criteria? No reply as half past 6 pretending know everything!🤣

Haha Koni3lurkker how is yr SCIB ? Going to make 600 % profit by early 2025 ? If not u will become what as u said ?🐶🐭🐍?😂😂😂👍.

—

Posted by Balian de Ibelin > 15 minutes ago | Report Abuse

Synthetic burgers from manufactured meat are already profitable.

Haha repost from Jtiasa :


Posted by Mikecyc > 15 hours ago | Report Abuse

Sime Darby Plantation aims to have 100% local workers in its estates by end-2027
By Priyatharisiny Vasu / theedgemarkets.com
07 Mar 2023, 11:36 am


KUALA LUMPUR (March 7): Sime Darby Plantation Bhd (SDP) plans to employ 100% local workers by the end of 2027 with a minimum wage of RM3,000.
According to SDP’s group managing director Mohamad Helmy Othman Basha, this move would help the plantation company reduce its dependency on foreign workers and propel it towards increasing mechanisation and automation on the ground.

“The end game is to reduce manpower as much as possible. For Malaysia, we want to recruit our locals. We want to have 100% local workers. I know it's a lofty target , but it is where we are moving by the end of 2027 with a minimum wage of RM3,000,” said Mohamad Helmy at the 34th Palm & Lauric Oils Price Outlook Conference & Exhibition (POC2023) on Tuesday (March 7).


He added that prior to the Covid-19 pandemic, the integrated palm oil producer hired 75% of foreign workers to work on the estates, while 25% represented local hires.
“We are now only 60% foreign workers and 40% local.We want to change the prevailing perception of the plantation sector as a dirty, dangerous and difficult industry. We want to make the job easier and not laborious. Of course at the same time, cost and productivity is important,” said Mohamad Helmy.

He added that SDP aims to increase its land-labour ratio for oil palm plantations to one worker for every 17.5 hectares, from one worker for every 15 hectares currently.
SDP is actively involved in accelerating its automation and mechanisation targets in several areas of its business, including rolling out mechanisation initiatives in its upstream operations, and software and hardware development for automation and robotics initiatives.

Haha what will be the outcome on Jtiasa rented land ??

And in the recent financial report , there is termination of Leased Land , if I am based on TDM charges, is ard 34 acres .. for Sawah Padi ???

Maybe promoter KonLee can check !!!🤣

Haha is TSH due to the Land issue as Calvin had been blowing.. I am referred to the Annual Report on Top 10 Value Properties.. saying Indonesia government shl not buy back the 2nd parcel deal as they can use the other expired lease land , while wait for other leased land to be expired in few years for expansion… The outcome is 2nd parcel land deal is cancelled, Calvin MIA for weeks .

Haha Let’s see Jaks LSS5 2000 MW EPCC RM 7.2 billion tender , award is scheduled to be announced on November 2024 :

1.) Jaks is partner again with Vietnam Power Plant 1200 MW China partner CPECC … Jaks 51 % n CPECC 49 % .

2.) Jaks n CPECC had submitted tender for 200 MW ( with intention up to limit 500 MW ) , estimated EPCC RM 800 million. ( if 500 MW , EPCC RM 2000 million) .

3.) Land : 1730 acres in Terengganu to be leased from TDM group ( rental RM 578 per acre per year ) .

Haha Singapore had planned many Option of RE supply as following:

1.) LTMS ( Laos , Thailand, Malaysia, Singapore) RE supply agreement were signed on 2021 but is cancelled on 2022 due to Singapore is not agreed on the cost ( each country power grid infrastructure are different) .

2.) Planned 3000 MW RE supply from Australia via subsea cable…AAPower Link is facing technical n financial issues.

3.) Appointed PowerSeraya as RE import agent supply from Malaysia.. oredi signed with TNB on 100 MW trial run .

To achieve the IEA NZE milestones, the global energy think tank said Singapore will need 8.1 GW of renewable electricity import capacity by 2035 and 16 GW by 2045.

Neighbouring countries that Singapore has already tapped for renewable energy sources include Lao PDR, Thailand, Malaysia, Indonesia, Cambodia, and Vietnam.17 Jul 2024

Posted by Mikecyc > 1 day ago | Report Abuse

Haha Singapore shl need to import RE electricity 2000 MW with increasing demand yearly :

As said TNB had announced the TPA mulling charges on August 2024 n CRESS is officially effective on September 2024 :

> PowerSeraya 2 Power Plant are anticipated going to be phase out due to the Service life :


> Steam Turbine Power Plant thermal project with a capacity of 1,448MW by 2027 ..


Pulau Seraya Combined Cycle Power Plant is a 1,472MW by by 2026 to 2031 .

>> Total Capacity = 2,920 MW

Haha TNB budgeted firm RM 90 billion Capex over 6 years until 2030 for Power Grid infrastructure upgrading .

Third Party Access ( TPA ) mulling charges is announced on August 2024 , n CRESS is effective on September 2024 .

Jaks Shl start construction of the CGPP 30 MW project to be COD by end 2025 / early 2026 .

Haha looks like DC n RE theme shl be continue…

Amazon is joining Google and Microsoft in going big on nuclear power
While the AI boom has boosted revenues for major tech companies, it's also fueling huge demand for energy
By
Britney Nguyen
UpdatedWednesday 2:56PM


👉 This is in USA … in Asia Shl be RE in Solar ..

As those MNC are in RE100 :

When RE100 was born in 2014, few thought it possible to reach 100% renewable electricity. As founding partners of the initiative, Ingka Group (IKEA Group) and Swiss Re put their heads above the parapet and made the ambitious pledge.

Haha looks like DC n RE theme shl be continue…

Amazon is joining Google and Microsoft in going big on nuclear power
While the AI boom has boosted revenues for major tech companies, it's also fueling huge demand for energy
By
Britney Nguyen
UpdatedWednesday 2:56PM


👉 This is in USA … in Asia Shl be RE in Solar ..

As those MNC are in RE100 :

When RE100 was born in 2014, few thought it possible to reach 100% renewable electricity. As founding partners of the initiative, Ingka Group (IKEA Group) and Swiss Re put their heads above the parapet and made the ambitious pledge.

Haha during Callvin blowing on B100 , I asked him what Shl be the retail price !!!


Indonesia Mau Pakai Biodiesel B100? Mahalnya Minta Ampun!
Ardhi Suryadhi - detikFinance
Minggu, 18 Feb 2024 14:00 WIB


Bandung - Penggunaan bioenergi atau energi terbarukan yang berasal dari bahan baku organik terus digaungkan di berbagai negara, tak terkecuali Indonesia.
Namun usai euforia B30, apakah Indonesia benar-benar bakal melompat ke B100? Ya jika ditanya ada keinginan tentu saja pengin, namun berani bayar mahal?
Menurut literasi Kementerian ESDM, B30 merupakan program pemerintah yang mewajibkan pencampuran 30% biodiesel dengan 70% bahan bakar minyak jenis solar, yang menghasilkan produk Biosolar B30.


Program ini diberlakukan mulai Januari 2020 sesuai Peraturan Menteri Energi dan Sumber Daya Mineral (ESDM) Nomor 12 tahun 2015 tentang Perubahan Ketiga atas Peraturan Menteri ESDM nomor 32 tahun 2008 tentang Penyediaan, Pemanfaatan dan Tata Niaga Bahan Bakar Nabati (Biofuel) sebagai Bahan Bakar Lain.
Sementara B100 adalah istilah untuk biodiesel yang merupakan bahan bakar nabati untuk aplikasi mesin/motor diesel berupa ester metil asam lemak (fatty acid methyl ester/FAME) yang terbuat dari minyak nabati atau lemak hewani melalui proses esterifikasi/transesterifikasi.

Proses transesterifikasi adalah proses pemindahan alkohol dari ester, namun yang digunakan sebagai katalis (suatu zat yang digunakan untuk mempercepat laju reaksi) adalah alkohol atau methanol.

Proses pembuatan biodiesel umumnya menggunakan reaksi metanolisis (transesterifikasi dengan metanol) yaitu reaksi antara minyak nabati dengan metanol dibantu katalis basa (NaOH, KOH, atau sodium methylate) untuk menghasilkan campuran ester metil asam lemak dengan produk ikutan gliserol.
Menurut Santosa, CEO Astra Agro Lestari, penggunaan sawit untuk biodiesel B35 diperkirakan bakal meningkat hingga 2 juta ton ke depannya.

"Namun kalau pertanyaannya, apakah kita bisa bikin dari B35 lalu lanjut ke B100? Jawabannya, bisa! Namun biayanya yang jadi soal," ujarnya saat berbincang dengan media di Bandung, Jawa Barat Jumat (16/2/2024).

"(Sebagai perbandingan) saya pernah uji coba produksi 100 liter E100 (bioethanol) untuk (pameran otomotif) GIIAS. Ini sengaja kita lakukan untuk riset, dan berhasil. Tetapi itu saja jika dihitung rata-rata, biaya per liternya Rp 15 juta," Santosa melanjutkan.

Jadi secara teknis, Indonesia mampu membuat biodiesel B100 ataupun E100. Tetapi soal biaya ini yang menjadi PR besar, berapa harga jual ke konsumen? Ataupun akan jadi seberapa bengkak subsidi yang harus dikeluarkan pemerintah?

Selain biodiesel, pemerintah sejatinya juga telah mengatur BBN jenis lainnya yakni bioetanol yang dikenal dengan istilah E100 dan minyak nabati murni atau dengan istilah O100.

Posted by Mikecyc > 2 minutes ago | Report Abuse

TSH : change in Principle Officer :

2) Resignation of Principal Officer : 



A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


Haha copy n post from TSH :

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 hour ago | Report Abuse

Plantation owners appealing to government on excess profit levy EPL on their business. Why? Costs have gone up. Revenues by not so much.

They are asking the government to lower the EPL or raise the CPO target price to a higher level before triggering this EPL.

All the above shows plantations are not enjoying a bonanza period for now, unlike the incessant fake news by our Singaporean friend, who has thankfully disappeared.

TSH : change in Principle Officer :

2) Resignation of Principal Officer : 



A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


Haha Jtiasa ? The sotsotd oredi shouting 2 times with TP linking to 52W high 1.53 …so desperate le n so funny as during promoting SCIB ..

Haha the funny sotsotd said in Jtiasa wow Insas is a Value Trap …🤣🤣🤣

Haha why so jealous le until sotsotd.. thanks to u le for getting my balance 40 % Free Tickets fly with Cap a at cost 0.58 ..cheers .

—

Repost from Cap a :

Posted by Sslee > 1 hour ago | Report Abuse

Mike-tikus please go back to jaks forum and work harder to promote jaks with your fake/half past six figures and facts.

Haha a Kon is best in Pretending n Twisting le … wwooofff to chase out ppl from Jtiasa n Capital a … so so funny as he said in Cap a .🤣🤣🤣

Haha Repost from Jtiasa n Capital a :

Posted by Mikecyc > 13 hours ago | Report Abuse

Haha Repost from Jtiasa ….

Just KonLee Kon tricks when he is half past 6 on facts n figures.. but pretending know everything wow ..

Then as his usual way is Tikuss away .🤣🤣🤣



Posted by Mikecyc > 11 hours ago | Report Abuse

Haha n Hoho oredi posted the hidden risk on YTLpower: 

1.) PowerSeraya power plant service life .. total 2900 MW 

2.) Kulai DC Green park 500 MW 

3.) Wessex : water n sewerage .



Posted by Sslee > 11 hours ago | Report Abuse
Aiyoyo Mike-tikus beside fake figures as facts also very good at slanderous and gibberish. 


The ytlpower forum miss you a lot.

Haha so funny le sotsotle starting wwoooff..🤣🤣🤣🤔

Haha ya lo Funny sotsotle wwoooff lo 🤣🤣🤣

Haha the most funny is Promoting SCIB with TP with wwooofff wow … learning oredi ke ..🤣🤣🤣


—

Posted by Sslee > 7 hours ago | Report Abuse

Hahahaha,
I just try to be funny.
Did I foget to mention Stony wants to grow teleport to be as big as DHL + FedEx combine?

Haha Repost from Jtiasa :

Posted by Mikecyc > 14 hours ago | Report Abuse

Haha KonLee still twisting n diverting le ..🤣

Posted by Mikecyc > 10 hours ago | Report Abuse

Haha since KonLee still twisting n diverting, maybe value_invest can reply on why FFB production output is fluctuated so High ??

4.) How is the replanting schedule being executed, why FFB production output is fluctuated so High ??


👉 Question 2 :

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )


> From 2019 to 2021 FFB output is reduced by 54 % … 2023 is reduced by 15.4 % ..

> Compared 2024 July- September to 2023 is reduced by - 4.54 %

Haha KonLee how is Jtiasa automation n machinery programm ???

Sime Darby Plantation aims to have 100% local workers in its estates by end-2027
By Priyatharisiny Vasu / theedgemarkets.com
07 Mar 2023, 11:36 am


KUALA LUMPUR (March 7): Sime Darby Plantation Bhd (SDP) plans to employ 100% local workers by the end of 2027 with a minimum wage of RM3,000.
According to SDP’s group managing director Mohamad Helmy Othman Basha, this move would help the plantation company reduce its dependency on foreign workers and propel it towards increasing mechanisation and automation on the ground.

“The end game is to reduce manpower as much as possible. For Malaysia, we want to recruit our locals. We want to have 100% local workers. I know it's a lofty target , but it is where we are moving by the end of 2027 with a minimum wage of RM3,000,” said Mohamad Helmy at the 34th Palm & Lauric Oils Price Outlook Conference & Exhibition (POC2023) on Tuesday (March 7).


He added that prior to the  Covid-19 pandemic, the integrated palm oil producer hired 75% of foreign workers to work on the estates, while 25% represented local hires.
“We are now only 60% foreign workers and 40% local.We want to change the prevailing perception of the plantation sector as a dirty, dangerous and difficult industry. We want to make the job easier and not laborious. Of course at the same time, cost and productivity is important,” said Mohamad Helmy.

He added that SDP aims to increase its land-labour ratio for oil palm plantations to one worker for every 17.5 hectares, from one worker for every 15 hectares currently.
SDP is actively involved in accelerating its automation and mechanisation targets in several areas of its business, including rolling out mechanisation initiatives in its upstream operations, and software and hardware development for automation and robotics initiatives.

Jaks LTIP


Attachments
JAKS - Additional announcement.pdf


LTIP Options granted 160,664,000
LTIP Options exercised 17,115,000

LTIP free share granted 174,155,000

Based on the total number of issued Shares of 2,369,850,544 as at LPD.
Since the Effective Date up to the LPD, the Company had granted 174,154,760 Shares pursuant
to share grant plan of the LTIP in the following manner:
Eligible person(s)
Total number of Shares granted
pursuant to share grant plan
(‘000) (i)%
Directors 120,456 5.08
Key senior management 47,913 2.02
Other eligible employees 5,786 0.24
Total 174,155 7.34

Haha On Jaks LTIP granted RM 43.88 million to the Directors, based on SGP approved in 2018 , reference to Vietnam 1200 MW Power Plant construction, EPC contract ard RM 2.1 billion with Profit over RM 400 million.

👉👉“We embark on a new journey in power generation in 2011 via the 1,200 mw coal-fired power plant in Hai Duong , Vietnam. We also forayed into renewable energy sector in 2021 as one of the shortlisted bidder for the 4th cycle of the Large Scale Solar project. We achieved Commercial Operations Date on 18 August 2023.”

👉👉👉Note : Vietnam Power Plant : 1st Unit is COD on November 2020 … 2nd Unit is COD on January 2021 .

Haha Repost from Jtiasa :


Posted by Mikecyc > 1 day ago | Report Abuse

👉👉as posted earlier, year 2025 shl be Jaks year .

P/s : After won the 6 years legal battle against Star on March 2024 ( Pacific Star project ) from Federal Court … Jaks is counter claimed Star for RM 540 million.. next case management on 11/10/2024 for the parties to comply with the Pre-Trial case management directions. Trial was fixed on August 2025 .


👉Question: possibility of settlement out of court , as Star CEO is resigned on February 2024 after 2 years on the job .Previous CEO is resigned on May 2020 after nine months on the job, after the top job was left vacant by Datuk Seri Wong Chun Wai. Presently CEO is appointed from independent non-executive director of SMG, a position he held since Aug 11, 2018.


>> Case Management:

1.) 8/5/2024

2.) 11/7/2024

3.) 11/10/2024

And the Losses from Star Pacific project can be reduced in view of :

1.) occupancy n tenancy



PACIFIC STAR
Section 13, Petaling Jaya
Pacific Star is an elite mixed development project located on 6.04 acres land at Section 13, Petaling Jaya with Gross Development Value of RM1.08 billion. The Group acquired the land from the Star Publications for RM135 million and the payment for this consideration would be the construction and transfer of an office tower to the Star Publications. This development consists of 5 blocks for residential units and commercial space purposes.


Star Publications has exclusive rights to Tower A, while Tower B, also an office suites, has 258 units. Tower C on the other hand consists of 191 units of semi-D like homes. Tower D consists of 156 units of serviced apartments located on the 10th to 24th floor. Meanwhile, Tower E consists of 310 units sprawled over the 10th to 33th floor.


There are 4 levels of basement car parks, 4 levels of retail units, 3 levels of office suites and 6 levels of elevated car parks.


👉And further if can monetise the property segment assets :

a.) Evolve Mall : loan balance RM 206.4 million… net book value as at December 2023 is RM 280 million.

b.) Pacific Towers : loan balance RM 70.6 million… net book value for Business Hub Tower only as at December 2023 is RM 232 million.


👉 Not only on anticipating Profit Gain on Monetisation these 2 properties asset , the Loans n Borrowings shl be reduced to Zero.


👉👉👉Loans n Borrowings as at June 2024 is RM 473.4 million….after monetise these 2 properties assets with Total Net Book Value RM 512 million … Jaks Shl be a Net Cash company.

Haha really laugh live me lo , investing until run for yr life , better don’t touch .🤣🤣🤣

—-

Posted by ks55 > 1 hour ago | Report Abuse

Directors engaged in self enrichment scheme.
In addition to big fat Director's fees, also issue free shares to themselves.

Run for your life.

Haha Repost from Jtiasa :


Posted by Mikecyc > 8 hours ago | Report Abuse

Haha recap on Jaks loans n borrowings:

a.) Evolve Mall : loan balance RM 206.4 million… net book value as at December 2023 is RM 280 million.

b.) Pacific Towers : loan balance RM 70.6 million… net book value for Business Hub Tower only as at December 2023 is RM 232 million.


👉 Not only on anticipating Profit Gain on Monetisation these 2 properties asset , the Loans n Borrowings shl be reduced to Zero.


👉👉👉Loans n Borrowings as at June 2024 is RM 473.4 million….after monetise these 2 properties assets with Total Net Book Value RM 512 million … Jaks Shl be a Net Cash company.


> Loans n Borrowings = RM 473.4 million

Illustration:

1.) 473.4 - 206.4 - 70.6 = RM 196.4 million ( loans on LSS4 50MW project) .

> on Vietnam Power Plant 1200MW , EPCC RM 8.7 billion:

25 % equity ( shareholding 30 % ) = RM 600 million ( fully paid in Cash , No loans ).


75% loans ( shareholding 30 % ) = RM 1.96 billion


1.96 billion loans ( excluded interest) to be repaid in 10 years , starting 2021 :

Each year repaid loan amount = 0.196 billion

2021 to 2023 , 3 years = 0.588 billion

> 1.96 billion- 0.588 billion = 1.37 billion


>> Investment in Joint Venture as on June 2024 = 0.94 billion


No wander JHDP started paying Dividend from yearly to Half year as at June 2024 .

Haha Pokkai Kon Income is aka id of “ To be Hired “ Colgate n younger sibling of Blower Pang72 :

>> Income
ilsbilsb | Joined since 2022-03-11

Haha beware id : ilsbilsb can change his name Income to other Name …


👉 No Income No Money No Issue , No Dignity No Integrity No responsibility until Income posted Wifey ran away with DeMusang, what a Shameless 👉 Lapsap Pokkai KonIncome…

Haha Repost from Jtiasa ….

Just KonLee Kon tricks when he is half past 6 on facts n figures.. but pretending know everything wow ..

Then as his usual way is Tikuss away .🤣🤣🤣



Posted by Mikecyc > 11 hours ago | Report Abuse

Haha n Hoho oredi posted the hidden risk on YTLpower: 

1.) PowerSeraya power plant service life .. total 2900 MW 

2.) Kulai DC Green park 500 MW 

3.) Wessex : water n sewerage .



Posted by Sslee > 11 hours ago | Report Abuse
Aiyoyo Mike-tikus beside fake figures as facts also very good at slanderous and gibberish. 


The ytlpower forum miss you a lot.

KUALA LUMPUR (Sept 13): A proposed minimum wage increase will raise the Malaysian plantation sector’s operating cost and push the companies to spend more on automation, Public Investment Bank said.

The Ministry of Human Resources is planning to propose raising the monthly minimum wage to RM1,700 from RM1,500, Nanyang Siang Pau reported, citing unidentified sources. If carried out, Public Investment Bank estimated that the operating cost of plantation companies will rise by up to 3%.

A higher minimum wage will push the labour-intensive industry to allocate capital for “automation of more work processes to reduce the headcount going forward”, including spending on robotic arms, drones, and other specialised machinery, the house said.

Haha KonLee why yr idol Callvin promoted Hexcap until PP is No investors interested, further PP proposal is approved in EGM but still no news … after became major in Binacom , PP plan also no news .

Haha repost from Jtiasa as he Tikuss away :🤣

Posted by Mikecyc > 18 hours ago | Report Abuse

Haha KonLee even didn’t understand what is Labour expenses n Capex , Current Ratio , Corporate Structure.

Even his 1st win n only win since investing from 2016 to 2023 is a Lies .🤣

Pricing Date Settlement Price RM
4 Oct 24 4300
8 Oct 24 4271
9 Oct 24 4252
10 Oct 24 4233
11 Oct 24 4350
14 Oct 24 4313
15 Oct 24 4272
16 Oct 24 4311
17 Oct 24 4278

Haha KonLee why so desperate as in Jtiasa n SCIB …

During posting in HRC .. I said RM 7.00 is at Point 1 ( peak range ) , ethical Sifu 3iii said Market is on Sale ..

When u asked me on Point 3 n Point 4 of HRC n Petronm … my predictions are correct…

Just bought HRC 200 unit at RM 4.4 for case study as replied to yr paid Macai Kon🐍sawa n u .

Haha Ssleee is the RPS with 3.8 % interest, ex price RM 1.00 ? Am I right ???

Haha sslleee can brief why Insas such a Cash Rich company but repeatedly issued RI ( RPS with free warrant) , total RM 320 million to pay bridging loans …

Haha sslleee the Best Pretender!!!🤣😅

After play crack spread Wayang in Hengyuan at RM 7.00 on 2022 with his Kon gang with aka id ….now he is posting in Hengyuan cursing it to be bankrupt!!!🤣

Haha as posted in YTLpower forum .. there r 5 Digital banks license awarded on 2022 … up to my post on August 2024 , only 3 Digital banks are in Operation… YTLpower consortium with Sea Ltd is scheduled to be operating on 2025 .. pending AI chips wow , still a ??? … as GPU series Blackwell chip is delayed , market is currently using H series.

Haha Sslee said Jaks sold Penang Free Hold Lands on 9/9/2024 , monetise the Lands with RM 77.74 million ( a net pro forma gain of RM50.38 million ) . Jaks LSS4 50 MW Solar plant / farm in Penang Shl be no more Land wow ..

The findings:

1.) Referred to Annual Report FYE2023 , Jaks had acquired 30 plots of Free Hold lands in Seberang Prai , Penang on 2019 .

LSS4 50 MW project is awarded on 2021 ,Loans RM 220 million is approved on March 2022 .

> Jaks sold 13 plots of Penang lands , Balance 17 plots as LSS4 50MW Solar farm .

>> A smart n visionary of CEO Ang business acumen.

As compared to LSS5 2000 MW Solar project, EPCC RM 7.2 Billion ( tender RFP dateline 25/7/2024 ) … Jaks tendered for 200 MW ( with intention up to 500 MW ) , estimated EPCC RM 800 million ,

Land : 1730 acres in Terengganu is going to lease from TDM . ( up to 500 MW .. Rental is RM 578 per acre per year ) .

Based on type of Solar Panels ( different efficiency 12 % or 18 % ) selection , the Land can be a 200 MW to 500 MW Solar farm .

Haha recap on Jaks loans n borrowings:

a.) Evolve Mall : loan balance RM 206.4 million… net book value as at December 2023 is RM 280 million.

b.) Pacific Towers : loan balance RM 70.6 million… net book value for Business Hub Tower only as at December 2023 is RM 232 million.


👉 Not only on anticipating Profit Gain on Monetisation these 2 properties asset , the Loans n Borrowings shl be reduced to Zero.


👉👉👉Loans n Borrowings as at June 2024 is RM 473.4 million….after monetise these 2 properties assets with Total Net Book Value RM 512 million … Jaks Shl be a Net Cash company.


> Loans n Borrowings = RM 473.4 million

Illustration:

1.) 473.4 - 206.4 - 70.6 = RM 196.4 million ( loans on LSS4 50MW project) .

> on Vietnam Power Plant 1200MW , EPCC RM 8.7 billion:

25 % equity ( shareholding 30 % ) = RM 600 million ( fully paid in Cash , No loans ).


75% loans ( shareholding 30 % ) = RM 1.96 billion


1.96 billion loans ( excluded interest) to be repaid in 10 years , starting 2021 :

Each year repaid loan amount = 0.196 billion

2021 to 2023 , 3 years = 0.588 billion

> 1.96 billion- 0.588 billion = 1.37 billion


>> Investment in Joint Venture as on June 2024 = 0.94 billion


No wander JHDP started paying Dividend from yearly to Half year as at June 2024 .

B ) LSS4 50MW Solar Project in Penang is COD on August 2023 with 25 years TNB PPA ( increased from 21 years ).


1.) QR ended September 2023 :

Revenue : 3.3 Million , Loss ( RM 1.4 Million)


2.) QR ended December 2023 :

Revenue: 4.3 Million , Loss ( 0.4 Million )


3.) QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18%


4.) QR ended June 2024 :

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


👉( Note : Loss is due to Depreciation.)



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 %

Haha after became a Kon from 2020 .. face skin getting thick n thicker le !!🤣

Haha as usual KonLee still twisting n diverting , why half past 6 cannot reply why FFB ( July to September) production output is fluacted so High ?


Haha just recycle my posted facts n figures :


Posted by Sslee > 17 minutes ago | Report Abuse

Aiyoyo is Mike-tikus only now know why jaks LSS4 is operating at a very thin margin and come rainy months will most likely inccured losses?

LSS4 winning bids of 18-20sen/kwh (for 30-50MW packages).
Jaks spend RM 200 million+ for 50MW LSS4.

Case Study on Solar RE cost n Pricing :

1.) LSS

👉Industry players estimate the tariff for LSS projects with BESS to be at 36 sen/kWh to 40 sen/kWh, but it depends on the hours of the battery storage.

👉“It could [be] double that if it goes [on for] 12 hours or 24 hours,” the industry source says.

👉For comparison, the average generation cost stands at 26.2 sen in Malaysia while Singapore’s is 20.69 Singapore cents (69.52 sen).


GETS tariff (Green Electricity Tariff) sold by Tenaga was recently raised to 21.8sen/kwh effective August 2023, (3) System Marginal Price under the NEDA wholesale market is averaging at ~22.7sen/kwh (as at September 2023), a decently large premium to the previous LSS4 winning bids of 18-20sen/kwh (for 30-50MW packages).

Haha on Selling RE to Singapore rate .. some info copied from YTLpower forum :

This is hyper huge RE biz export to SIN at super high selling rate, like 95-102 sen per kw-hr.