Regarding the Kasuri gas reserves and the FLNG project operated by PTLNG, the involvement of Genting Berhad in the oil and gas sector would be through its subsidiary, Genting Oil & Gas. Here’s a summary of relevant details:

Kasuri Block: Located in West Papua, Indonesia, this block has substantial natural gas reserves estimated at 1.7 trillion cubic feet. Genting Oil & Gas has been developing this block with the potential to supply natural gas for various purposes, including LNG production.
Kasuri Gas Reserves and FLNG Project
Natural Gas Reserves: 1.7 trillion cubic feet (Tcf) of gas reserves in the Kasuri Block.
FLNG Project: A Floating Liquefied Natural Gas (FLNG) facility operated by PTLNG, which will process the natural gas into LNG for export.
LNG Production Capacity: 1.2 million tonnes per annum (mtpa) of LNG.
Estimated Value and Profit Margin
To recap the value estimation with a 20% profit margin:

Conversion to LNG:

1.7 Tcf of natural gas can produce approximately 34 million tonnes of LNG.
Revenue Calculation:

Assuming an average LNG price of $10/MMBtu and 1 tonne of LNG being approximately equal to 52 MMBtu, the revenue per tonne is $520.
Total revenue from 34 million tonnes of LNG is $17.68 billion.
Profit Margin:

Adding a 20% profit margin, the potential value is approximately $21.216 billion.
This significant value underscores the importance of the Kasuri gas reserves and the strategic role of Genting Berhad in the global energy market. The development of the Kasuri Block and the FLNG project demonstrates the company's commitment to leveraging its resources and expertise in the oil and gas industry.

The organic earnings growth inherent in pricing power makes businesses in the Branded Retail sector unique - and provides a strong competitive moat. This makes Innature paradoxically a high quality stock being offered at cigar butt prices - a wonderful business at a wonderful price.

On the whole, the import data in November showed that the supply surplus of raw materials eased, and the TCs stabilised. The operating rates of smelters in the two provinces fell slightly amid the pandemic. On the demand side, the rising tin prices inhibited the release of elastic demand. Enterprises purchased as needed before the Chinese New Year, but domestic inventory declined obviously. At present, the supply and demand in the spot market were both weak, and the fundamentals were relatively stable. However, the futures market was active amid the favourable macro policy. The recent futures prices may fluctuate greatly due to weak fundamental.

wait for 0.40

TOO EXPENSIVE

NO GROWTH

LMEselect Tin 3 Month, USD/mt
LME

Latest:24,225
-190 (-0.78%)

LMEselect Tin 3 Month, USD/mt
LME

Latest:24,240
+670 (+2.84%)

So expensive the valuation and still a buy...do to know how the research value it...

tin price realtim eis LMEselect Tin 3 Month, USD/mt
LME

Latest:24,400
+1,000 (+4.27%)

Tin: Overnight, SHFE tin opened higher and closed at around 188,000 yuan/mt. Large amounts of capital flowed out of the market. Domestic tin inventory increased significantly due to delivery of SHFE 2211 tin contract. Spot discounts expanded. LME tin inventories increased slightly. Overseas premiums rose again, thus import profit may decline. Given stable supply-demand balance, poor spot market and capital outflows, SHFE tin may pull back.

THE TIN PRICE COMING DOWN NOW

anyway tin is the important for the ev.

However, Branded Retail stands in stark contrast to its much more regular cousin - being one of the most attractive businesses to own from an investor’s perspective. Think about companies like Apple, Starbucks, Hermes, McDonald’s, Coca-Cola, Toyota - all of them are household names with prices far in excess of the market average.

This is because the value proposition that these businesses offer their customers goes far beyond the product alone - it extends to the attributes that the brand stands for, whether that is self-expression, environmentalism, social progressiveness, a commitment to quality… or all of the above. A much tortured analogy of this phenomenon is the infamous saying, “customers buy Tiffany’s for the box, not the jewelry”.

In that sense, a Brand represents the elemental human-to-human connection between the business owner and the customer - a social contract, if you will. This is quite clearly much more than just a product or service being sold - there is an intangible promise being exchanged, which theoretically has unlimited potential. And in our current capitalistic society with no faces, brands are the closest societal institution that we can associate with as being human today.

Just to drive the point home, think about what customers are really paying for when they patronize each of the aforementioned brands. McDonald’s is selling consistency, Starbucks is selling the Third Place, Apple is selling ‘technology that just works’, Hermes is selling self-expression, and Toyota is selling reliability. Notably, these aren’t burgers, coffee, smartphones, handbags or cars - they’re all attributes which we associate with human beings, closer in nature to the soul rather than goods grounded in the tangible world.

Deleum has been in a net cash position in the last six years — a rare attribute in the local upstream O&G space. At the q2 report - FY2022, its cash and bank balances stood at RM203 million against total borrowings of RM16.12 million. Year to date, Deleum’s share price had risen to 0.73 sen vs NTA 0.89 sen at the morning session.

share price tank. wow. down somemore to rm.0.40

IS THE TIME TO BUY . ALREADY PRICE IN....

Deemed interested in the shares acquired by JCCL via the open market pursuant to Section 8(4) of the Companies Act 2016

1 07 Jun 2022
164,700
Acquired Deemed Interest

fv only 2.40

Today volume big

the deal is a sell. more like a force sell...

with the minimum wage i will eat the aeon profit margin. so wait for it to come down.

extended another 6 months to comply with the listing rules

At the end of the day, we are all businessmen who look at the bottom line, not to make foes. But if you are not willing to make a good offer, that’s fine too as we see long-term value in CCB. say Mr. Goh...Mercedes, parent co is talking a deal with Tesla

Ini kali RM3.60 atau terus kaish sampai RM4.65. ha ha....

Cocoaland Holdings Bhd in talks are ongoing with EQT is the leading private equity group in Northern Europe.

One from Europre and another is from ASIA

what i do not like the management. pofit down but salary / numeration is up

3.20

SELL VOLUME COME...

malaysia airport will be sick counter....

See how is the plantation business. Now one ton of ffb is rm1,040.00

below 0.19sen is the best. too much uncertain in the market now.

do remember fund manager bought at 0.39 less 20sen dividend is 0.19sen.....

See at rm0.52

The share is sell at the moment. No point to support it .

Still red

The price will stay for maybe around after march than will come down but will not back to below rm3,000 below....

Have you take into consideration of the fertilizer and chemical cost which also up and also the Sarawak government tax. Not that straight forward calculation.

Good. See when can come down to 0.52

What is the news

1.15

Maybe another privatisation

One day show only. See tomorrow.....

0.54

Yeap. Let it be. Break rm0.50 is the best

Tomorrow see can break below rm0.50

Malaysia in recession

apa hal tidak turun. turun sampai rm0.52