Add in addition 3 questions to AGM question as per request by forumers.

The 97 MWp Matarani Solar Plant, located in the Mollendo Desert in the Arequipa region, entered into its full operational phase in September 2024. It is designed to deliver 260 GWh of renewable energy annually, satisfying the electricity needs of approximately 62,000 Peruvian households.

So kid don't forget to ask jaks BOD what is the annual production capacity of Jaks LSS4 50MW solar plant? I think less than 80GWh.

Timing of buying and selling is the most critical decision you need to make if you are not as rich as Philip and want to outperform the market

If you are as rich as Philip then no worry you can continues average down your cost at the down cycle and if you do that long enough then for sure the up cycle will come one day and your stocks start to perform again

Kid,
Yinson use short term loan to finance EPCIC project ( FPSO contruction) and after FPSO delivered and first oil Yinson refinances instead of getting equity much later, especially for non-recourse debt, Yinson brings back its returns earlier. When you bring cash flows earlier, financially your NPV goes up. It is not a financial tool, rather it is called “refinancing”. Refinancing allows Yinson to bring cash flows back to shareholders earlier, and to de-risk the project because it is non-recourse. It improves free cash flow, and that is how Yinson recycles its capital.

So if only JHDP know how to do project financing and later refinance with long term loan after operation then JHDP or Jaks will be bringing back it return earlier rather then after 2030

Poor kid still day dreaming he will be rich with his penny stocks jaks and priva.

No worries.
The quarter end 30 Sept 2024 result will be out before end of this month.
If you want safety then wait till result out before making your investment decision.

Raining season on second half interest to see what will be jaks LSS4 50MW revenue.

No wonder kid stay poor and remain a loser.

So kid prefer jaks yearly asking free money from investors and shareholders with PP or RI rather than Yinson SBB.

So kid what is the FA and TA of Jaks that make you falls in love with jaks for the past one and a half year?

Question: What are the forecasted revenue, interest expenses, and annual depreciation charges for the 50MW solar photovoltaic plant in FY2024?

Answer: We do not provide any forecast, however the historical financial information can be found under Page 125 under Note 37 – Segment Information in the Annual Report 2023.

So see the different jaks management can't even forecasted revenue, interest expenses, and annual depreciation charges for the 50MW solar photovoltaic plant in FY2024.

Meanwhile Yinson management EBITDA is expected to reach about USD 1 billion annually from 2026 and expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards based on today’s interest rates.

Repost:

If someone is so good at TA wave pattern, he should be a millionaire by now instead of trapped high in Jaks and had to go every i3forum to promote jaks 24/7/365 for one and a half year now to no avail.

What you so called TA wave pattern is just a trend pattern that will move up (higher earning) or down (profit taking/lower earning) based on the expected/projected/realised earning moving forward.

As of Yinson the management already give below projection. The wave pattern will follow

Yinson is optimistic about its direction. The FPSO market is thriving, with 12 new FPSO awards annually. To make a project successful, the company needs to know the outlook of projects available and have a suitable project team. Despite the capital-intensive nature of the business, Yinson successfully funds all its projects. Yinson also manages to tap into the private capital and bonds markets. With the FPSO Agogo project set for delivery by end-2025, EBITDA is expected to reach about USD 1 billion annually from 2026. Yinson is very optimistic about the outlook of the business growth and also the ability to pay shareholders dividends on a quarterly basis which Yinson started last quarter.

Question:
Given the aggressive expansion, the nature of front-loaded costs for FPSOs, complex finance lease accounting, and substantial negative operating cash flow due to new FPSO constructions, the market and shareholders may find it difficult to understand Yinson's value. With FPSO Atlanta, FPSO Maria Quitéria, and FPSO Agogo set to commence their charter periods in the next year or two, l assuming no new FPSOs are added, could management present the projected free cash flow expected from the FPSO segment over the next 10 years? This would help shareholders better appreciate the company's value.

Answer: Yinson does expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates4

Aiyoyo Kid the "despicable shameless cheat, liar, kid with no money, no job, no family, no friend and good for nothing but everyday lepak in i3 cari gaduh"

I am asking you dare to show the page number and give your real name so that I can show a copy to jayatiasa management to take legal action against you for repeating false accusation without evidence to support them on Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa

So Mike-tikus kid liar and slander dare to repeat your accusation with the page number?

Mikecyc Haha just a Half past Six Kidd Konartist sslleee :
FY21 Annual Report
CORPORATE STRUCTURE

100% Eastern Eden Sdn Bhd : 8,580 hectares

100% Erajaya Synergy Sdn Bhd : 9,841 hectares

100% Poh Zhen Sdn Bhd : 2,933 hectares

100% Simalau Plantation Sdn Bhd.: 4,866 hectares

100% Hariyama Sdn Bhd : 9,645 hectares


>>>
FY24 Annual Report:

100% Eastern Eden Sdn Bhd ( Pulau Bruit )
> 8,580 hectares

100% Erajaya Synergy Sdn Bhd / Daro Jaya ( Mukah )
> 9,841 hectares


100% Poh Zhen Sdn Bhd ( Pulau Bruit )
> 2,933 hectares


100% Simalau Plantation Sdn Bhd
> 4,866 hectares

55%. Wealth Houses ( Pulau Bruit )
> 5,757 hectares
15/11/2024 11:13 PM


Posted by Sslee > 23 hours ago | Report Abuse
Mike-tikus kid had been caught with his pant down many times for using twisted and faked figures and facts to promote jaks.

And this time you had gone too far using your faked figures and facts on jayatiasa to spook jayatiasa shareholders just become I called you as what you are, a cheat, liar, kid with no money, no job, no family, no friend and good for nothing but everyday lepak in i3 cari gaduh.

https://klse1.i3investor.com/blogs/Sslee_blog/2024-11-16-story-h474577859-Questions_for_upcoming_Insas_62nd_AGM_on_29_N0v_2024.jsp

Questions for upcoming Insas’ 62nd AGM on 29-N0v-2024
Any more questions you want me to post at the coming INSAS AGM?

Friday only managed to collect some at 1.16 and 1.17.
Q buy 1.15 did not match.

Mike-tikus kid now very quick to delete his other ID post.

Mike-tikus Kid, do you have nothing better to do but keep using your multi ID to lepak in i3 and cari gaduh?

The problem with Mike-tikus kid is he falsified FY21 report in purpose.

Mikecyc Haha just a Half past Six Kidd Konartist sslleee :

FY21 Annual Report


CORPORATE STRUCTURE

100% Eastern Eden Sdn Bhd : 8,580 hectares

100% Erajaya Synergy Sdn Bhd : 9,841 hectares

100% Poh Zhen Sdn Bhd : 2,933 hectares

100% Simalau Plantation Sdn Bhd.: 4,866 hectares

100% Hariyama Sdn Bhd : 9,645 hectares

https://klse1.i3investor.com/blogs/Sslee_blog/2024-11-16-story-h474577791-Questions_for_upcoming_Jaya_Tiasa_s_AGM_on_28th_Nov_2024.jsp

Question for upcoming Jaya Tiasa's AGM.

Any more question anyone want me to ask the BOD?
Will send out the email on coming monday

You can read the AAX EGM minutes from below link

https://www.airasiax.com/agm_egm.html

Kid, Jayatiasa page number please?
Not interest with your jaks gibberish.

And if AAX can't earned enough cash flow to pay the current payables due (default) or if external auditors will to impair the goodwill, intagible assets and deferred tax assets that send total net assets/equity into negative then AAX will be a PN17 company again.

Mike-tikus kid had been caught with his pant down many times for using twisted and faked figures and facts to promote jaks.

And this time you had gone too far using your faked figures and facts on jayatiasa to spook jayatiasa shareholders just become I called you as what you are, a cheat, liar, kid with no money, no job, no family, no friend and good for nothing but everyday lepak in i3 cari gaduh.

Mike-tikus kid liar and slander dare to repeat your accusation with the page number?


Mikecyc Haha just a Half past Six Kidd Konartist sslleee :
FY21 Annual Report
CORPORATE STRUCTURE

100% Eastern Eden Sdn Bhd : 8,580 hectares

100% Erajaya Synergy Sdn Bhd : 9,841 hectares

100% Poh Zhen Sdn Bhd : 2,933 hectares

100% Simalau Plantation Sdn Bhd.: 4,866 hectares

100% Hariyama Sdn Bhd : 9,645 hectares


>>>
FY24 Annual Report:

100% Eastern Eden Sdn Bhd ( Pulau Bruit )
> 8,580 hectares

100% Erajaya Synergy Sdn Bhd / Daro Jaya ( Mukah )
> 9,841 hectares


100% Poh Zhen Sdn Bhd ( Pulau Bruit )
> 2,933 hectares


100% Simalau Plantation Sdn Bhd
> 4,866 hectares

55%. Wealth Houses ( Pulau Bruit )
> 5,757 hectares

15/11/2024 11:13 PM

Are you kidding?
The AAX IPO shareholders saw Stony magic of turning their share from 10 (ten) become 1 (one).
Should they be happy or mad at Stony?

Page: 13
STATEMENT ON MANAGEMENT DISCUSSION AND ANALYSIS OPERATIONAL REVIEW
(A) OIL PALM DIVISION

No. Plantation Planted Area (Ha)
FY2023 FY2024
1 Simalau 4,866 3,846
2 Hariyama 9,645 9,645
3 Wealth Houses 5,757 5,757
4 Lepah 4,099 4,099
5 Daro Jaya 9,841 9,841
6 Lassa 16,287 16,287
7 Eastern Eden 8,580 8,580
8 Sawai 5,448 5,448
9 Kabang 2,133 2,133
10 Poh Zhen 2,933 2,933
Total 69,589 68,569

Kid, dare to say clearly Jayatiasa Board/Management falsified the FYE2024 Annual report page 13?

Kid, dare to give your real name?
I will write to jayatiasa and ask management to take legal action against you for repeating false accusation without evidence to support them on Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa

Refer Jayatiasa FY2024 annual report page: 145

Investments in subsidiaries (contd.)
Details of the subsidiaries are as follows:
Proportion of Country of ownership interest
Name of subsidiaries incorporation Principal activities 2024 2023
% %
Direct subsidiaries of the Company
Hariyama Sdn. Bhd. Malaysia Development of oil palm plantations, palm oil processing and its
related activitie
100 100


Mikecyc Note : Figures shl be vary on outsourcing FFB factor … FY23 is 10 % … FY24 is expected 20 % … FY25 ? No worries, Konartist Ssllee Shl has the figure!!!🤔

👉👉👉 And most worried is on FY24 ended June2024 :
>>> 100% Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa. ??? 😱😱😱🤔

9645 / 69589 = 13.9 % 😱
15/11/2024 9:11 PM

Why worry when CPO price is still above RM 5K+?

FYE 2024 quarterly CPO price
Quarter ended 30/9/2023 CPO price: RM 3732
Quarter ended 31/12/2023 CPO price: RM 3616
Quarter ended 31/3/2024 CPO price: RM 3838
Quarter ended 30/6/2024 CPO price: RM 4026
With FYE 2024 FFB production of 1,155,478 MT, Jayatiasa plantation reported EBITDA of RM 414 million.

For FYE 2025 Management budgeted FFB production 1,211,852 MT, so if CPO price can hold at this elevated price what will be FYE2025 earning?
Remember share price will go up if earning go up

Have a good week end and let's kid lepak in i3 for the whole weekend while I am preparing my AGM questions for jayatiasa and Insas.

Market Summary
Company Announcements
Market Information
Market Data Overview
As at 15 Nov 2024 05:00 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Jan 2025 5,058.0000 +94.0000 42,776 106,804
2 FCPO Feb 2025 5,026.0000 +104.0000 30,519 82,678
3 FCPO Mar 2025 4,930.0000 +102.0000 10,776 38,359
4 FKLI Nov 2024 1,594.5000 -4.0000 5,281 36,361
5 FCPO May 2025 4,680.0000 +88.0000 4,278 20,549
6 FCPO Dec 2024 5,082.0000 +79.0000 3,850 23,144
7 FCPO Apr 2025 4,810.0000 +97.0000 3,531 19,501

Sslee Petron corp q3 end 30/09/24 result out:
Peso million
Net income: 1,086
Attributable to:
Equity holders of parent company: 1,071
Non controlling interest: 15

Since Petron corp hold 73.4% Petronm hence
Petronm income = Peso 15/0.266 =56.39 million
AT 30/9/24 1 RM =13.57 Peso
Q3 net profit= RM56.39/13.57= RM 4.16 million

Most likely profit taking or spooked by you know who into selling.

Picked up some jayatiasa and Yinson

JAKS Pacific Power Hong Kong Limited* ("JPP") holding
Indirect JV held through JAKS Pacific Power Limited
JAKS Hai Duong Power Vietnam Company Limited* coal-fired thermal("JHDP") power plant

Oh my god don't tell me kid never read jaks 2023 annual report and did not know
Page: 85 -
8. Investment in Joint Ventures (“JV”) (Cont’d)

But still go every i3 forum to promote jaks?

Did he also read below 51% subsidiary before creating his Faked Facts n figures… on monetized assets?
Page: 82 -
7. Investment in Subsidiary Companies (Cont’d)
(b) Material partly-owned subsidiary companies (Cont’d)
Summarised statements of financial position as at 31 December 2023:
FP MNH Total
RM RM RM
Non-current assets 232,040,920 324,605,814 556,646,734
Current assets 910,656 5,764,090 6,674,746
Total assets 232,951,576 330,369,904 563,321,480
Current liabilities 221,684,498 204,961,046 426,645,544
Non-current liabilities 64,635,068 196,443,411 261,078,479
Total liabilities 286,319,566 401,404,457 687,724,023
Total equity (53,367,990) (71,034,553) (124,402,543)

Kid keep complain Yinson interest expense is high but did he know that JHPP interest expense for FYE 2023 is RM 469,976,824 how many % of total loans?

Jaks JHPP
2023 2022
RM RM
Current financial liabilities
(excluding trade and other payables and
provisions) (711,609,518) (597,039,267)
Non-current financial liabilities
(excluding trade and other payables and
provisions) (3,972,787,018) (4,401,923,432)

So per year need to repay loan principal ( 711,609,618 + interest payment)

income for the financial year 436,865,607 520,633,162
Amortisation/Depreciation (327,852,531) (317,750,163)
Interest expense (469,976,824) (265,209,747)

Cash flow (Income + Depreciation) 764,718,138 just enough to pay the loan principal 711,609,518

As of jaks due to JHDP 25% equity 75% loan.
Since the loan is 10 year term loan hence whatever earning in the first 10 years will be used up for loan repayment.

So only have a second look at jaks in year 2030 untill then jaks need yearly PP or RI for working capital and loan repayment.

If someone is so good at TA wave pattern, he should be a millionaire by now instead of trapped high in Jaks and had to go every i3forum to promote jaks 24/7/365 for one and a half year now to no avail.

What you so called TA wave pattern is just a trend pattern that will move up (higher earning) or down (profit taking/lower earning) based on the expected/projected/realised earning moving forward.

As of Yinson the management already give below projection. The wave pattern will follow

Yinson is optimistic about its direction. The FPSO market is thriving, with 12 new FPSO awards annually. To make a project successful, the company needs to know the outlook of projects available and have a suitable project team. Despite the capital-intensive nature of the business, Yinson successfully funds all its projects. Yinson also manages to tap into the private capital and bonds markets. With the FPSO Agogo project set for delivery by end-2025, EBITDA is expected to reach about USD 1 billion annually from 2026. Yinson is very optimistic about the outlook of the business growth and also the ability to pay shareholders dividends on a quarterly basis which Yinson started last quarter.

Question:
Given the aggressive expansion, the nature of front-loaded costs for FPSOs, complex finance lease
accounting, and substantial negative operating cash flow due to new FPSO constructions, the market and shareholders may find it difficult to understand Yinson's value. With FPSO Atlanta, FPSO Maria Quitéria, and FPSO Agogo set to commence their charter periods in the next year or two, assuming no new FPSOs are added, could management present the projected free cash flow expected from the FPSO segment over the next 10 years? This would help shareholders better appreciate the company's value.

Answer: Yinson does expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates

Repost:
Kid still slanderous and everything in between except answering a simple question how many jaks share are you currently holding?

Kid do you have any money to buy any stocks lately?

T+2 Contract
Buy 12/11/2024 14/11/2024 INSAS 30,000 0.930000 28,006.12 0.00 30,000 28,006.12
Total : 28,006.12 0.00 30,000 28,006.12

T+1 Contract
Buy 13/11/2024 15/11/2024 DXN 20,000 0.460000 9,235.76 0.00 20,000 9,235.76
Buy 13/11/2024 15/11/2024 INSAS 5,000 0.920000 4,617.88 0.00 5,000 4,617.88
Buy 13/11/2024 15/11/2024 JTIASA 10,000 1.180000 11,845.04 0.00 10,000 11,845.04
Total : 25,698.68 0.00 35,000 25,698.68

https://www.capitala.com/shareholders_meeting.html

Repost:
Kid still slanderous and everything in between except answering a simple question how many jaks share are you currently holding?

Kid were you born yesterday?

Kid growth up, get a job and don't spend so much time in i3 posting gibberish

BOD, will Capital A chief executive officer Tan Sri Tony Fernandes, demonstrate his confidence by converting his RCUIDS holdings into CapitaA shares?

Ans: Tan Sri Tony Fernandes responded that he would convert his RCUIDS into shares.

Why worry when CPO spot price is still above RM 5K+?

FYE 2024 quarterly CPO price
Quarter ended 30/9/2023 CPO price: RM 3732
Quarter ended 31/12/2023 CPO price: RM 3616
Quarter ended 31/3/2024 CPO price: RM 3838
Quarter ended 30/6/2024 CPO price: RM 4026

With FYE 2024 FFB production of 1,155,478 MT, Jayatiasa plantation reported EBITDA of RM 414 million.

Only managed to get some at 92 sen. The rest q buy did not matched.

Bought some at 1.18
Tomorrow q buy again

I can only hope once AAX take over capitalA aviation, AAX does not default on payment due and somehow able to recapitalise AA Indonesia and AA Philippine.

Nothing to attack these are Q3 2024 financial report at AAV and PT AIRASIA INDONESIA TBK website.

Repost:
Quarter ended 30/9/2024
Crude Palm Oil (MT) 69,463.00
Fresh Fruits Bunches (MT) 343,397.00
Palm Kernel (MT) 15,878.00

So can expect the quarter end 30/9/2024 plantation
EBITDA of at least: RM 358.41 X 343,397 = RM 123,076,918

Quarter ended 30/9/2023 CPO price: RM 3732
Quarter ended 31/12/2023 CPO price: RM 3616
Quarter ended 31/3/2024 CPO price: RM 3838
Quarter ended 30/6/2024 CPO price: RM 4026

Jul 2024 MPOB CPO spot price: RM 4034
Aug 2024 MPOB CPO spot price: RM 3910
Sep 2024 MPOB CPO spot price: RM 4023
Oct 2024 MPOB CPO spot price: RM 4387

Budget FYE2025 FFB production 1,211,852 MT

Jayatiasa plantation EBITDA for FYE 30/6/2024 is RM 414 million.
FFB production: 1,155,478 MT
Or CPO 228,631MT + PK 52,399MT

Plantation Revenue per MT FFB = 957,886,000/1,155,478 = RM 829.00
EBITDA per MT FFB= 414,132,000/1,155,478= RM 358.41
Direct cost = 829-358 = RM 470.59 per MT FFB

Segmental Information
The financial information in respect of the Group’s business segments for the current financial year
ended 30 June 2024 is as follows:
Oil Palm Timber Others Elimination Total
RM'000 RM'000 RM'000 RM'000 RM'000
REVENUE
External 957,886 56,589 1,317 1,015,792
Inter segment 720,949 83,663 3,320 (807,932) -
Total Revenue 1,678,835 140,252 4,637 (807,932) 1,015,792
EBITDA 414,132 (20,520) (1,598) - 392,014
Finance cost (9,998) (8,352) (111) - (18,461)
Depreciation and amortisation (125,588) (10,067) (2,051) - (137,706)
Segmental result 278,546 (38,939) (3,760) - 235,847
Group admin and overhead cost (27,064)
Other expenses (2,190)
Profit before tax 206,593