Nvidia will invest 100 MW of AI data centres in FY 2025/6, a hyperscaler will lease 40 MW + 40 MW in FY 2026/7.
Sea Ltd will lease 48 MW data centres without AI in stages from FY 2025/6.

Constraints
It is very difficult to find out the actual customer beside Nvidia because this information is confidential now.
The amount of MW required by the customers of YTL Power and the timing of finished construction of data centres building to be handed over to the customers are very important to determine the projected profits.
The customer is using an AI data centre or data centre without AI (as a storage only). The rental fee for an AI data centre is a few times more expensive than a normal data centre without AI.
The actual MW usage of all customers for financial years.
Can 100 MW AI data centres be ready in FY 2025 and FY 2026 ? I will assume 50 MW in FY 2025 and > 100 MW in FY 2026.
Do not know whether the data centre is using H100 chips or the latest Blackwell GB200 GPU chips which are more expensive and almost twice the selling price of H100 chips.

Assumptions
I will assume the first 50 MW AI data centre and 30 MW data centre without AI utilise in FY 2025.
I will assume the first 100 MW AI data centre and 48 MW data centre without AI utilise in FY 2026.
I will assume the first 180 MW AI data centre and 48 MW data centre without AI utilise in FY 2027.
I assume this data centre will use H100 chips in FY 2025 and FY 2026. If the latest Blackwell B200 GPU chips are used partially in FY 2026, the revenue will increase accordingly. I have no problem taking a lower revenue in FY 2026.
According to the latest information I gathered, the hourly rate charged in the leasing is ranging from US$4.40 to US$6.65 per hour in the US. This charge is applicable to the US market only. In actual fact, the land cost and infrastructure cost are cheaper in Malaysia, hence it is not advisable to use the US rate to apply in Malaysia. Thus, I decided to follow the hourly rate charged by Macquarie's analyst at US$3.25.
I decided to use the profit margin of around 30% of the revenue. I prefer the profit margin to be lower so that I will not inflate the target price of YTLPower.
I will use the yearly profit of 2.1 million for every MW of data centres without AI leased out to the customers.
Please note this statement made by Jensen Huang in the US presentation. "According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin)".
I believe there is no tax on the profit of YTLPower from the data centres project.

Calculation
If the charge per GPU per hour = USD 3.25 (50 MW) for FY 2025
Total revenue per year = USD (3.25*78.432*24*365/1000)/2 = USD1116.480 million
Exchange rate (1 USD = RM 4.20) = RM4689.214 million
Net profit margin (30%) = RM1406.764 million
Net profit from leasing 30 MW to Sea Ltd per year = RM63.000 million
YTLPower owns 60% of this data center.
The net profit from YTLPower = 881.859 million per year
Number of shares issued = 8.264 billion
EPS = 0.107
FY 2025
EPS from DC = 0.107
EPS from the existing business less 10% due to appreciation of RM = 0.387
Total EPS = 0.494
Assume PER = 10, the target price = 4.94
Assume PER = 15, the target price = 7.41

Calculation
If the charge per GPU per hour = USD 3.25 (100 MW) for FY 2026
Total revenue per year = USD (3.25*78.432*24*365/1000) = USD2232.96 million
Exchange rate (1 USD = RM 4.20) = RM9378.428 million
Net profit margin (30%) = RM2813.528 million
Net profit from leasing 48 MW to Sea Ltd per year = RM100.800 million
YTLPower owns 60% of this data center.
The net profit from YTLPower = 1748.597 million per year
Number of shares issued = 8.264 billion
EPS = 0.212
FY 2026
EPS from DC = 0.212
EPS from the existing business less 10% due to appreciation of RM = 0.387
Total EPS = 0.600
Assume PER = 10, the target price = 6.00
Assume PER = 15, the target price = 9.00

Calculation
If the charge per GPU per hour = USD 3.25 (180 MW) for FY 2027
Total revenue per year = USD (3.25*78.432*24*365*1.8/1000) = USD4328.505 million
Exchange rate (1 USD = RM 4.20) = RM18179.722 million
Net profit margin (30%) = RM5453.917 million
Net profit from leasing 48 MW to Sea Ltd per year = RM100.800 million
YTLPower owns 60% of this data center.
The net profit from YTLPower = 3332.830 million per year
Number of shares issued = 8.264 billion
EPS = 0.403
FY 2027
EPS from DC = 0.403
EPS from the existing business less 10% due to appreciation of RM = 0.387
Total EPS = 0.790
Assume PER = 10, the target price = 7.90
Assume PER = 15, the target price = 11.85

Thank you @ Mr wangge for your good words.
Since everyone is happy to share, I also want to share my write-up below.
Thank you.

To make PureBULL sifu happy, hope the share price of YTLPower can cross 3.70 today.
3.69 is at 20-day EMA.
Hope the uptrend will start soon.
Good luck.
Thank you.

Posted by PureBULL ... > 6 hours ago | Report Abuse

c. this DC from the world richest man is real n happening in our msia;
https://theedgemalaysia.com/node/728738
----------------------
@PureBULL sifu,
I believe you are right.

Oracle and OCI have no plan to buy land to build AI data centres.

Given the deep collaboration between Nvidia, Oracle, and OCI, along with the strategic importance of cloud infrastructure in Southeast Asia, it is quite likely that OCI could follow a similar path to Oracle by utilizing YTLPower’s data centers. This would align with both Oracle’s and OCI’s goals of accelerating AI development and cloud service deployment​

I believe Oracle and OCI will take up 100 MW of AI data centres of YTLPower.
If it is true, the share price of YTLPower will skyrocket up to the roof.

If it is true like what I predict, the profit from AI data centres will be very huge.
Good luck.
Thank you.

Thank you Mr dragon328.

Posted by dragon328 > 2 minutes ago | Report Abuse

Until I read any confirmation of the deal, I am keeping my forecast net profit of RM3.75 billion (EPS of 46.2 sen) for FY2025 and RM4.71 billion (EPS of 58.1 sen) for FY2026, having included earnings contribution from data centres with SEA Ltd, Nvidia and a hyperscaler.
------------------------
@Mr dragon328,
Based on your calculation, this hyperscaler is taking up how many MW of data centres.
Likewise, SEA Ltd.
The data centres they take up, are they AI data centres or data centres without AI ?
Please advise.
Thank you.

The strength of RM is on the uptrend basing on the technical chart.
I agreed that the appreciation of RM is too fast and too soon.
It may cause more problem for exporters to do business.
I strongly believe it is good for the present government or BNM to reduce interest rate by 25 bp to reduce the strength of the RM.
It is also good that the appreciation of RM will be gradual and this will give enough time for all business to adjust to this new phenomenon.

There are many advantages of reducing interest rate by 25 bp.
All loan borrowers have lower installments to pay.
This extra money can be used to invest in property, stock market, buy car and etc.
This extra spending will improve the economy of Malaysia and improve GDP further.

I hope the BNM will reduce the interest rate by 25 bp soon.
If the BNM can reduce interest rate by 25 bp, it will help KLSE to perform better.
Thank you.

The strength of RM is on the uptrend basing on the technical chart.
I agreed that the appreciation of RM is too fast and too soon.
It may cause more problem for exporters to do business.
I strongly believe it is good for the present government or BNM to reduce interest rate by 25 bp to reduce the strength of the RM.
It is also good that the appreciation of RM will be gradual and this will give enough time for all business to adjust to this new phenomenon.

There are many advantages of reducing interest rate by 25 bp.
All loan borrowers have lower installments to pay.
This extra money can be used to invest in property, stock market, buy car and etc.
This extra spending will improve the economy of Malaysia and improve GDP further.

I hope the BNM will reduce the interest rate by 25 bp soon.
Thank you.

I always give a chance to everyone here.
I try to talk to him nicely.
I do not attack anyone here.
I do not badmouth anyone here.
Anyway, there is always a limit of tolerances.
Thank you.

Posted by klee > 4 minutes ago | Report Abuse

OTB.Wait for the chicken.Get your lawyers ready.Sue him till bankrupt.
------------------
I have engaged a lawyer to sue him in court until bankrupt.
1 or 2 million legal fee is nothing to me.
The lawyer will check who is this person and has done some paperwork to pursue the case.
I have "copy and paste" all his postings in my computer to serve as evidence.
I have followed the lawyer's instruction to collect all the evidences needed here.
We need to wait patiently for the durian to drop.

Thank you klee.

Posted by fx115w > 29 minutes ago | Report Abuse

@Jeffrey… Please just stop it.
Whatever you had with OTB,
everyone here already heard it.
We will be cautious in trading.
Please just stop your repeating,
Non-informative posting.
If you have any facts or figures
regarding YTL, either good or bad,
you are welcome to post it.

Otherwise just please stop it, please.
-------------------------
I just say sorry to you.
Very sad to go until this stage.
Sorry again.
Thank you.

Posted by HuatRex1314 > 2 minutes ago | Report Abuse

What happen to this forum with all the cursing?
-------------------
I just say sorry to you.
Very sad to go until this stage.
Sorry again.
Thank you.

Posted by klee > 4 minutes ago | Report Abuse

OTB.Wait for the chicken.Get your lawyers ready.Sue him till bankrupt.
------------------
I have engaged a lawyer to sue him in court until bankrupt.
The lawyer will check who is this person and has done some paperwork to pursue the case.
We need to wait patiently for the durian to drop.
Thank you.

Posted by klee > 2 hours ago | Report Abuse

Aiya jeffrey,use real name to post la.
Otherwise all your posts lack credibility.
Lets put an end to all these.Forummers are fed up. Come,let OTB sue you in court.And you can counter sue OTB.
----------------------
Jeffrey dared not use his real name because he is a coward and a shameless liar.
A shameless liar always behaves like a coward, use a low class technique to attack from behind.
A shameless liar will not argue gentlemanly in this forum with facts and figures.
A shameless liar creates lies to badmouth writers in this forum.

Jeffrey is a failure in life, lost in the stock market until bankrupt.
Hence Jeffrey behaves like a coward and barbarian in this forum.
A shameless liar has to be very careful in life, anytime a mishap will happen to him.
It is a punishment from the god.

I will definitely sue him until bankrupt if Jeffrey dared to use his real name to attack me with lies in I3.
Do not expect it from a shameless liar, coward and barbarian like jeffrey.
He has no balls at all.

Jeffrey is definitely a barbarian to create many lies to badmouth me here.
Jeffrey is definitely a shameless liar to create many ids to cheat and badmouth me here.
Jeffrey is definitely a coward to use all low class techniques to badmouth me here.

A barbarian and a shameless liar created many lies to badmouth me.
I believe all readers here are smart people who know Jeffrey is the shameless liar and a barbarian here.

Checked my records,
I never tell any lies here.
I never attack anyone here.
I never cheat anyone here.
I never badmouth anyone here with lies.

I argue gentlemanly in this forum with facts and figures.
I never resort to low class techniques to badmouth or attack anyone from behind in I3.
I believe to argue and win gentlemanly in this forum.

I repeat ...

Posted by JefferyFamilyHistory > 2 minutes ago | Report Abuse

@...jjohnchew....Let me put it straight to you,
1] I first came to i3 after my discovering @ Ular Sawa was a nice person to chat with
2] Upon his invitation to TANAM @ Felix888999 , I started attacking them.
3] In the course of my attack running all over i 3 forum , I discovered @Jeffrey is KYY BALL CARRIERS
4]My boss has a bone to pick with KYY since the land issue in TAR Kampar many years ago and my boss told me ...pluck this @ Felix888999
So in our hit list..our two most favourite target is @ Jeffrey
If @ uLAR SAWA DECIDEDS TO FORGIVE YOU ...WE will stop our attack
In the meantime if you think others are behind like otb and mr lee...think twice
MY BOSS WEALTH is at least 10 times more than KYY if he has 100 millions..
Our illegal gaming outlets is printing money every second.
So please continue what ever you think
--------------------------
@idkdontaskmelol,
Please read this true story.
I did not and never tell lies in I3.

Jeffrey @ Felix and this bangla supervisor quarrelled and fight among themselves.
Jeffrey @ Felix wanted to fight with bangla supervisor unless this bangla supervisor apologise to him.
The actual fight started in Topglov forum.
I do not post in Topglov forum, I post in YTLPower forum only.
At the end Jeffrey lost in the fight, wanted me to help him to talk peace with this bangla supervisor.
I do not know this bangla supervisor. Hence I told him that I cannot help him.
Jeffrey twisted the words and said I paid this bangla supervisor to attack him non-stop day and night without any proof.
Jeffrey wanted to take revenge on me and started to create lies to badmouth me.
All readers here should see the clear picture here.

I have said many times in this forum, I never tell lies in I3.
I never attack anyone in I3.
I never badmouth anyone in I3.
I write and post my articles honestly in I3.
Thank you.

Posted by klee > 6 minutes ago | Report Abuse

Jeffrey la,felix la bla bla bla,if you want to attack someone as well known as OTB,use your real name.Come on boy.If you dont even dare to use real name,why should ppl in i3 believe you.At best,you are just a spammer.
-------------------
Jeffrey dared not use his real name because he is a coward and a shameless liar.
A shameless liar always behaves like a coward, use a low class technique to attack from behind.
A shameless liar will not argue gentlemanly in this forum with facts and figures.
A shameless liar creates lies to badmouth writers in this forum.

Jeffrey is a failure in life, lost in the stock market until bankrupt.
Hence Jeffrey behaves like a coward and barbarian in this forum.
A shameless liar has to be very careful in life, anytime a mishap will happen to him.
It is a punishment from the god.

Posted by FelixFamilyHistory > 8 minutes ago | Report Abuse

That coward @ Jeffrey will DELETE his posting for fear of being suspended after kena flagged...So continue to flag that coward.
---------------------
I know it and he did it everyday.
You will never expect anything good from a shameless, coward and barbarian like Jeffrey in this forum.
Karma will hit hard on Jeffrey.

Karma is right in finding cafe or bangla supervisor to be his enemy.
I believe cafe or bangla supervisor is very fair here to attack Jeffrey nakedly day and night non-stop.
Jeffrey deserved this type of attack here because he is a shameless liar create lies to badmouth me.

Posted by FelixFamilyHistory > 8 minutes ago | Report Abuse

That coward @ Jeffrey will DELETE his posting for fear of being suspended after kena flagged...So continue to flag that coward.
---------------------
I know it and he did it everyday.
You will never expect anything good from a shameless, coward and barbarian like Jeffrey in this forum.
Karma will hit hard on Jeffrey.

Karma is right in finding cafe or bangla supervisor to be his enemy.
I believe cafe or bangla supervisor is very fair here to attack Jeffrey nakedly day and night non-stop.
Jeffrey deserved this type of attack here because he is a shameless liar create lies to badmouth me.

No reason for Jeffrey to repeat the same thing in this forum to fight everyday.
Jeffrey can do it, I also can do it.
No point !! this type of behaviour is a coward and shameless act.

Want to argue, do it gentlemanly with facts and figures.
Never create lies and attack people with lies, it is a coward and also a shameless act.

Jeffrey is a shameless, coward and barbarian in this forum.

Posted by klee > 6 minutes ago | Report Abuse

Jeffrey la,felix la bla bla bla,if you want to attack someone as well known as OTB,use your real name.Come on boy.If you dont even dare to use real name,why should ppl in i3 believe you.At best,you are just a spammer.
-------------------
Jeffrey dared not use his real name because he is a coward and a shameless liar.
A shameless liar always behaves like a coward, use a low class technique to attack from behind.
A shameless liar will not argue gentlemanly in this forum with facts and figures.
A shameless liar creates lies to badmouth writers in this forum.

Jeffrey is a failure in life, lost in the stock market until bankrupt.
Hence Jeffrey behaves like a coward and barbarian in this forum.
A shameless liar has to be very careful in life, anytime a mishap will happen to him.
It is a punishment from the god.

Posted by FelixFamilyHistory > 2 minutes ago | Report Abuse

Posted by @ Jeffrey
Yalah you owned SS2 internet cafe which is worth 200 rm million where the the Bangla Macai works. You are very very rich becos you always win from SHARES and you tips are 110% CHUN CHUN and @ Jeffrey is JEALOUS trying to compete with you as a SIFU. You reposted his posts here because @ Jeffrey deserves to be fccuk by bangla/nepal cafe supervisor and MPPJ Samy Velloo
-----------------------
I believe cafe or bangla supervisor is very fair here to attack Jeffrey nakedly day and night non-stop.
Jeffrey deserved this type of attack here because he is a shameless liar create lies to badmouth me.

Jeffrey is a shameless liar here.
Badmouth me everyday and all personal attacks.
Jeffrey did not make a single cent profit from YTLPower.

Who is this shameless liar Jeffrey try to attack me for what reason ?
It is a personal attack, nothing to show my mistake here.

I did not attack anyone here.
I do not badmouth anyone here with lies like Jeffrey.
Karma will hit hard on Jeffrey.

I believe cafe or bangla supervisor is very fair here to attack Jeffrey nakedly day and night non-stop.
Jeffrey deserved this type of attack here because he is a shameless liar create lies to badmouth me.

Posted by JefferyFamilyHistory > 2 minutes ago | Report Abuse

@...jjohnchew....Let me put it straight to you,
1] I first came to i3 after my discovering @ Ular Sawa was a nice person to chat with
2] Upon his invitation to TANAM @ Johnchew5 aka Mikecyc and @ Felix888999 , I started attacking them.
3] In the course of my attack running all over i 3 forum , I discovered @ks55 and @Jeffrey are both KYY BALL CARRIERS
4]My boss has a bone to pick with KYY since the land issue in TAR Kampar many years ago and my boss told me ...pluck this @ks55 and @ Felix888999
So in our hit list..our two most favourite targets are @ Jeffrey and @ ks552
If @ uLAR SAWA DECIDEDS TO FORGIVE YOU ...WE will stop our attack
In the meantime if you think others are behind like otb and mr lee...think twice
MY BOSS WEALTH is at least 10 times more than KYY if he has 100 millions..
Our illegal gaming outlets is printing money every second.
So please continue what ever you think
--------------------------
@idkdontaskmelol,
Please read this true story.
I did not and never tell lies in I3.

Jeffrey @ Felix and this bangla supervisor quarrelled and fight among themselves.
Jeffrey @ Felix wanted to fight with bangla supervisor unless this bangla supervisor apologise to him.
The actual fight started in Topglov forum.
I do not post in Topglov forum, I post in YTLPower forum only.
At the end Jeffrey lost in the fight, wanted me to help him to talk peace with this bangla supervisor.
I do not know this bangla supervisor. Hence I told him that I cannot help him.
Jeffrey twisted the words and said I paid this bangla supervisor to attack him non-stop day and night without any proof.
Jeffrey wanted to take revenge on me and started to create lies to badmouth me.
All readers here should see the clear picture here.

I have said many times in this forum, I never tell lies in I3.
I never attack anyone in I3.
I never badmouth anyone in I3.
I write and post my articles honestly in I3.
Thank you.

Jeffrey is definitely a barbarian to create many lies to badmouth me here.
Jeffrey is definitely a shameless liar to create many ids to cheat and badmouth me here.
Jeffrey is definitely a coward to use all low class techniques to badmouth me here.

A barbarian and a shameless liar created many lies to badmouth me.
I believe all readers here are smart people who know Jeffrey is the shameless liar and a barbarian here.

Checked my records,
I never tell any lies here.
I never attack anyone here.
I never cheat anyone here.
I never badmouth anyone here with lies.

I argue gentlemanly in this forum with facts and figures.
I never resort to low class techniques to badmouth or attack anyone from behind in I3.
I believe to argue and win gentlemanly in this forum.

I repeat ...

Please note that this person Jeffrey is writing many lies in I3 to badmouth me almost every day.
Jeffrey is the shameless liar here.

A good person will not create so many ids to tell lies in I3.
Vincent8864 @ Jonathan168138 is a shameless liar in this forum.
These 2 accounts are suspended by the admin.
He is using Jeffrey now to cheat all readers here.

Jeffrey is definitely a barbarian to create many lies to badmouth me here.
Jeffrey is definitely a shameless liar to create many ids to cheat and badmouth me here.
Jeffrey is definitely a coward to use all low class techniques to badmouth me here.

A barbarian and a shameless liar created many lies to badmouth me.

I believe all readers here are smart people who know Jeffrey is the shameless liar and a barbarian here.

Checked my records,
I never tell any lies here.
I never attack anyone here.
I never cheat anyone here.
I never badmouth anyone here with lies.

I argue gentlemanly in this forum with facts and figures.
I never resort to low class techniques to badmouth or attack anyone from behind in I3.
I believe to argue and win gentlemanly in this forum.

Please read this posting here.

Jeffrey or Vincent8864 has nothing or no material to fight here.
He used lies to fight.
He used the repeated message with lies to fight.
He is a shameless liar here.
This shameless liar used this low class and fake news to fight loh.
Good to know that he is being attacked so nakedly by this cafe supervisor here.
He will never feel shame to be attacked in this way.

He has no material to fight with the cafe supervisor.
He said initially he will fight with the cafe supervisor unless the cafe supervisor apologises.
He cannot win the fight, telling OTB to talk peace to this cafe supervisor.
OTB said that he never knew this cafe supervisor.
This shameless liar claims that OTB paid this cafe supervisor to attack him day and night without any proof.
Jeffrey is telling big lies here again and again without any proof.
That is the reason I said this shameless liar is continuing to tell lies after lies in this forum.
Really shameful here.
Cannot win the fight, avoid the fight.
Know your enemy and know your strength before you fight.
This is Sunzi art of war strategy.

I do not know who the cafe or Bangla supervisor is.
Jeffrey is having problems with him and wants to fight with him.
They have to sort out their problem here, please do not drag me inside this quarrel.
I do not have so much free time to engage in this nonsense fight here.

I am only interested to know good FA news on YTLPower in this forum and to make more profit from YTLPower.

I started to post my recommendation sincerely in May 2023.
No one attacked me and bad mouthed me, all of us were making profit very happily until this shameless liar appeared in this forum.

I recommended YTLPower at 1.10.
My initial target price is 4.20.
I bought a lorry load at 1.10.
I sold them all at 4.20.
The profit from this batch is very huge.
I refused to disclose the amount here.

I buy back this share again around 3.70 level again.
I refused to sell at 5.44 because of high future earnings and also this batch of holding is zero cost to me, they are all free shares.
I bought them from my profit, so I decided to maximise my profit.
I managed to cut when the share price dropped below the 200-day SMA.
I do not expect the share price to drop below its 200-day SMA due to high earnings.
I am very disappointed with the performance of YTLPower in this downturn.

I can never win all the time, I have to accept this fact.
I see another opportunity surface again, hope to buy more when the share price is low again.

I do not want to waste my time to clarify this matter further.
The god in the sky should know what I have done good for all readers in this forum.
Fact is fact, nothing can change the truth.
I believe all readers who followed my recommendation to buy are laughing all the way to the bank.
I believe many readers made million profits from YTLPower.
I feel very proud to recommend YTLPower in this forum.

Thank you.

Posted by JefferyFamilyHistory > 2 minutes ago | Report Abuse

@...jjohnchew....Let me put it straight to you,
1] I first came to i3 after my discovering @ Ular Sawa was a nice person to chat with
2] Upon his invitation to TANAM @ Johnchew5 aka Mikecyc and @ Felix888999 , I started attacking them.
3] In the course of my attack running all over i 3 forum , I discovered @ks55 and @Jeffrey are both KYY BALL CARRIERS
4]My boss has a bone to pick with KYY since the land issue in TAR Kampar many years ago and my boss told me ...pluck this @ks55 and @ Felix888999
So in our hit list..our two most favourite targets are @ Jeffrey and @ ks552
If @ uLAR SAWA DECIDEDS TO FORGIVE YOU ...WE will stop our attack
In the meantime if you think others are behind like otb and mr lee...think twice
MY BOSS WEALTH is at least 10 times more than KYY if he has 100 millions..
Our illegal gaming outlets is printing money every second.
So please continue what ever you think
--------------------------
@idkdontaskmelol,
Please read this true story.
I did not and never tell lies in I3.

Jeffrey @ Felix and this bangla supervisor quarrelled and fight among themselves.
Jeffrey @ Felix wanted to fight with bangla supervisor unless this bangla supervisor apologise to him.
The actual fight started in Topglov forum.
I do not post in Topglov forum, I post in YTLPower forum only.
At the end Jeffrey lost in the fight, wanted me to help him to talk peace with this bangla supervisor.
I do not know this bangla supervisor. Hence I told him that I cannot help him.
Jeffrey twisted the words and said I paid this bangla supervisor to attack him non-stop day and night without any proof.
Jeffrey wanted to take revenge on me and started to create lies to badmouth me.
All readers here should see the clear picture here.

I have said many times in this forum, I never tell lies in I3.
I never attack anyone in I3.
I never badmouth anyone in I3.
I write and post my articles honestly in I3.
Thank you.

Posted by JefferyFamilyHistory > 2 minutes ago | Report Abuse

@...jjohnchew....Let me put it straight to you,
1] I first came to i3 after my discovering @ Ular Sawa was a nice person to chat with
2] Upon his invitation to TANAM @ Johnchew5 aka Mikecyc and @ Felix888999 , I started attacking them.
3] In the course of my attack running all over i 3 forum , I discovered @ks55 and @Jeffrey are both KYY BALL CARRIERS
4]My boss has a bone to pick with KYY since the land issue in TAR Kampar many years ago and my boss told me ...pluck this @ks55 and @ Felix888999
So in our hit list..our two most favourite targets are @ Jeffrey and @ ks552
If @ uLAR SAWA DECIDEDS TO FORGIVE YOU ...WE will stop our attack
In the meantime if you think others are behind like otb and mr lee...think twice
MY BOSS WEALTH is at least 10 times more than KYY if he has 100 millions..
Our illegal gaming outlets is printing money every second.
So please continue what ever you think
--------------------------
@idkdontaskmelol,
Please read this true story.
I did not and never tell lies in I3.

Jeffrey @ Felix and this bangla supervisor quarrelled and fight among themselves.
Jeffrey @ Felix wanted to fight with bangla supervisor unless this bangla supervisor apologise to him.
The actual fight started in Topglov forum.
I do not post in Topglov forum, I post in YTLPower forum only.
At the end Jeffrey lost in the fight, wanted me to help him to talk peace with this bangla supervisor.
I do not know this bangla supervisor. Hence I told him that I cannot help him.
Jeffrey twisted the words and said I paid this bangla supervisor to attack him non-stop day and night without any proof.
Jeffrey wanted to take revenge on me and started to create lies to badmouth me.
All readers here should see the clear picture here.

I have said many times in this forum, I never tell lies in I3.
I never attack anyone in I3.
I never badmouth anyone in I3.
I write and post my articles honestly in I3.
Thank you.

Posted by idkdontaskmelol > 8 minutes ago | Report Abuse

i dunno y that otb keep feeding his haters. he think he keep defending will stop his haters from attacking, until create story like fight bangla supervisor. once ppl read nonsense like this, ppl will know u have no substance.
----------------------
Please read all my posts in this forum.
I did not create this story.
It is a true story, Jeffrey wanted to fight with bangla supervisor unless this bangla supervisor apologise to him.
The actual fight started in Topglov forum.
I do not post in Topglov forum, I post in YTLPower forum only.
At the end Jeffrey lost in the fight, wanted me to help him to talk peace with this bangla supervisor.
I do not know this bangla supervisor.
It is the true story I posted in I3, I repeat ...
TanDavid just copies my posting to attack Jeffrey.

Yes, I am not good in internet forum because I do not tell lies in the internet.
Telling lies in the internet is against my principle in life.
I prefer to keep quiet rather than to tell lies in the internet forum.

Posted by klee > 6 minutes ago | Report Abuse

Jeffrey la,felix la bla bla bla,if you want to attack someone as well known as OTB,use your real name.Come on boy.If you dont even dare to use real name,why should ppl in i3 believe you.At best,you are just a spammer.
-------------------
Jeffrey dared not use his real name because he is a coward and a shameless liar.
A shameless liar always behaves like a coward, use a low class technique to attack from behind.
A shameless liar will not argue gentlemanly in this forum with facts and figures.
A shameless liar creates lies to badmouth writers in this forum.

Jeffrey is a failure in life, lost in the stock market until bankrupt.
Hence Jeffrey behaves like a coward and barbarian in this forum.

Please read this posting here.
Posted by TanDavid88 > 57 minutes ago | Report Abuse

Jeffrey or Vincent8864 has nothing or no material to fight here.
He used lies to fight.
He used the repeated message with lies to fight.
He is a shameless liar here.
This shameless liar used this low class and fake news to fight loh.
Good to know that he is being attacked so nakedly by this cafe supervisor here.
He will never feel shame to be attacked in this way.

He has no material to fight with the cafe supervisor.
He said initially he will fight with the cafe supervisor unless the cafe supervisor apologises.
He cannot win the fight, telling OTB to talk peace to this cafe supervisor.
OTB said that he never knew this cafe supervisor.
This shameless liar claims that OTB paid this cafe supervisor to attack him day and night without any proof.
Jeffrey is telling big lies here again and again without any proof.
That is the reason I said this shameless liar is continuing to tell lies after lies in this forum.
Really shameful here.
Cannot win the fight, avoid the fight.
Know your enemy and know your strength before you fight.
This is Sunzi art of war strategy.

I do not know who the cafe or Bangla supervisor is.
Jeffrey is having problems with him and wants to fight with him.
They have to sort out their problem here, please do not drag me inside this quarrel.
I do not have so much free time to engage in this nonsense fight here.

Jeffrey is a coward, dare not fight with the bangla supervisor.
Shame on you !!

Jeffrey is definitely a barbarian to create many lies to badmouth me here.
Jeffrey is definitely a shameless liar to create many ids to cheat and badmouth me here.
Jeffrey is definitely a coward to use all low class techniques to badmouth me here.

A barbarian and a shameless liar created many lies to badmouth me.
I believe all readers here are smart people who know Jeffrey is the shameless liar and a barbarian here.

Checked my records,
I never tell any lies here.
I never attack anyone here.
I never cheat anyone here.
I never badmouth anyone here with lies.

I argue gentlemanly in this forum with facts and figures.
I never resort to low class techniques to badmouth or attack anyone from behind in I3.
I believe to argue and win gentlemanly in this forum.

I repeat ...

Jeffrey is a shameless liar here.
Badmouth me everyday and all personal attacks.
Jeffrey did not make a single cent profit from YTLPower.
I am the one who bought at 1.10, sold all at 4.20 to make million profit for first round.
I bought back around 3.70 in the second round and sold all near 4.00.
Who is this shameless liar Jeffrey try to attack me for what reason ?
It is a personal attack, nothing to show my mistake here.
Life is short, anything can happen to Jeffrey, do not bully me here.

I did not attack anyone here.
I do not badmouth anyone here with lies like Jeffrey.
Karma will hit hard on Jeffrey.
I believe cafe or bangla supervisor is very fair here to attack Jeffrey nakedly day and night non-stop.
Jeffrey deserved this type of attack here because he is a shameless liar create lies to badmouth me.

Posted by klee > 41 seconds ago | Report Abuse

OTB.Continue your good work in i3.Me n many silent ones support you.
Thanks for sharing your knowledge.
---------------------
Yes. I will continue to share my knowledge on YTLPower.
I strongly believe all readers who buy and hold YTLPower will win big in the next 1 to 2 years.
YTLPower will make very huge profit on AI data centre projects partnering Nvidia.
The huge profit will come in billion RM.

According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals.

Question ask ?
What is the ROI of cloud service provider ?

ChatGPT answer :
Jensen Huang's statement suggests that for every dollar a cloud service provider (CSP) spends with Nvidia, they generate $5 in revenue by renting out the infrastructure to their customers. This implies a return on investment (ROI) of 400%.

Good luck.
Thank you.

Posted by klee > 41 seconds ago | Report Abuse

OTB.Continue your good work in i3.Me n many silent ones support you.
Thanks for sharing your knowledge.
---------------------
Yes. I will continue to share my knowledge on YTLPower.
I strongly believe all readers who buy and hold YTLPower will win big in the next 1 to 2 years.
YTLPower will make very huge profit on AI data centre projects partnering Nvidia.
The huge profit will come in billion RM.

Good luck.
Thank you.

Posted by klee > 1 minute ago | Report Abuse

Aiya everyday attack OTB for what?
Name me a better sifu than OTB with better results lo
---------------------
A good and respected person in I3 will not attack anyone in I3.
Likewise, a rich person.
Only a shameless liar will attack writers in this forum.
Likewise, a poor person will do it.

Jeffrey is a shameless liar here.
Thank you.

Please note that this person Jeffrey is writing many lies in I3 to badmouth me almost every day.
Jeffrey is the shameless liar here.

A good person will not create so many ids to tell lies in I3.
Vincent8864 @ Jonathan168138 is a shameless liar in this forum.
These 2 accounts are suspended by the admin.
He is using Jeffrey now to cheat all readers here.

Jeffrey is definitely a barbarian to create many lies to badmouth me here.
Jeffrey is definitely a shameless liar to create many ids to cheat and badmouth me here.
Jeffrey is definitely a coward to use all low class techniques to badmouth me here.

A barbarian and a shameless liar created many lies to badmouth me.

I believe all readers here are smart people who know Jeffrey is the shameless liar and a barbarian here.

Checked my records,
I never tell any lies here.
I never attack anyone here.
I never cheat anyone here.
I never badmouth anyone here with lies.

I argue gentlemanly in this forum with facts and figures.
I never resort to low class techniques to badmouth or attack anyone from behind in I3.
I believe to argue and win gentlemanly in this forum.

Please read this posting here.
Posted by TanDavid88 > 57 minutes ago | Report Abuse

Jeffrey or Vincent8864 has nothing or no material to fight here.
He used lies to fight.
He used the repeated message with lies to fight.
He is a shameless liar here.
This shameless liar used this low class and fake news to fight loh.
Good to know that he is being attacked so nakedly by this cafe supervisor here.
He will never feel shame to be attacked in this way.

He has no material to fight with the cafe supervisor.
He said initially he will fight with the cafe supervisor unless the cafe supervisor apologises.
He cannot win the fight, telling OTB to talk peace to this cafe supervisor.
OTB said that he never knew this cafe supervisor.
This shameless liar claims that OTB paid this cafe supervisor to attack him day and night without any proof.
Jeffrey is telling big lies here again and again without any proof.
That is the reason I said this shameless liar is continuing to tell lies after lies in this forum.
Really shameful here.
Cannot win the fight, avoid the fight.
Know your enemy and know your strength before you fight.
This is Sunzi art of war strategy.

I do not know who the cafe or Bangla supervisor is.
Jeffrey is having problems with him and wants to fight with him.
They have to sort out their problem here, please do not drag me inside this quarrel.
I do not have so much free time to engage in this nonsense fight here.

I am only interested to know good FA news on YTLPower in this forum and to make more profit from YTLPower.

I started to post my recommendation sincerely in May 2023.
No one attacked me and bad mouthed me, all of us were making profit very happily until this shameless liar appeared in this forum.

I recommended YTLPower at 1.10.
My initial target price is 4.20.
I bought a lorry load at 1.10.
I sold them all at 4.20.
The profit from this batch is very huge.
I refused to disclose the amount here.

I buy back this share again around 3.70 level again.
I refused to sell at 5.44 because of high future earnings and also this batch of holding is zero cost to me, they are all free shares.
I bought them from my profit, so I decided to maximise my profit.
I managed to cut when the share price dropped below the 200-day SMA.
I do not expect the share price to drop below its 200-day SMA due to high earnings.
I am very disappointed with the performance of YTLPower in this downturn.

I can never win all the time, I have to accept this fact.
I see another opportunity surface again, hope to buy more when the share price is low again.

I do not want to waste my time to clarify this matter further.
The god in the sky should know what I have done good for all readers in this forum.
Fact is fact, nothing can change the truth.
I believe all readers who followed my recommendation to buy are laughing all the way to the bank.
I believe many readers made million profits from YTLPower.
I feel very proud to recommend YTLPower in this forum.

Thank you.

Jeffrey is definitely a barbarian to create many lies to badmouth me here.
Jeffrey is definitely a shameless liar to create many ids to cheat and badmouth me here.
Jeffrey is definitely a coward to use all low class techniques to badmouth me here.

A barbarian and a shameless liar created many lies to badmouth me.
I believe all readers here are smart people who know Jeffrey is the shameless liar and a barbarian here.

Checked my records,
I never tell any lies here.
I never attack anyone here.
I never cheat anyone here.
I never badmouth anyone here with lies.

I argue gentlemanly in this forum with facts and figures.
I never resort to low class techniques to badmouth or attack anyone from behind in I3.
I believe to argue and win gentlemanly in this forum.

I repeat ...
Thank you.

Please note that this person Jeffrey is writing many lies in I3 to badmouth me almost every day.
Jeffrey is the shameless liar here.

A good person will not create so many ids to tell lies in I3.
Vincent8864 @ Jonathan168138 is a shameless liar in this forum.
These 2 accounts are suspended by the admin.
He is using Jeffrey now to cheat all readers here.

Jeffrey is definitely a barbarian to create many lies to badmouth me here.
Jeffrey is definitely a shameless liar to create many ids to cheat and badmouth me here.
Jeffrey is definitely a coward to use all low class techniques to badmouth me here.

A barbarian and a shameless liar created many lies to badmouth me.

I believe all readers here are smart people who know Jeffrey is the shameless liar and a barbarian here.

Checked my records,
I never tell any lies here.
I never attack anyone here.
I never cheat anyone here.
I never badmouth anyone here with lies.

I argue gentlemanly in this forum with facts and figures.
I never resort to low class techniques to badmouth or attack anyone from behind in I3.
I believe to argue and win gentlemanly in this forum.

Please read this posting here.
Posted by TanDavid88 > 57 minutes ago | Report Abuse

Jeffrey or Vincent8864 has nothing or no material to fight here.
He used lies to fight.
He used the repeated message with lies to fight.
He is a shameless liar here.
This shameless liar used this low class and fake news to fight loh.
Good to know that he is being attacked so nakedly by this cafe supervisor here.
He will never feel shame to be attacked in this way.

He has no material to fight with the cafe supervisor.
He said initially he will fight with the cafe supervisor unless the cafe supervisor apologises.
He cannot win the fight, telling OTB to talk peace to this cafe supervisor.
OTB said that he never knew this cafe supervisor.
This shameless liar claims that OTB paid this cafe supervisor to attack him day and night without any proof.
Jeffrey is telling big lies here again and again without any proof.
That is the reason I said this shameless liar is continuing to tell lies after lies in this forum.
Really shameful here.
Cannot win the fight, avoid the fight.
Know your enemy and know your strength before you fight.
This is Sunzi art of war strategy.

I do not know who the cafe or Bangla supervisor is.
Jeffrey is having problems with him and wants to fight with him.
They have to sort out their problem here, please do not drag me inside this quarrel.
I do not have so much free time to engage in this nonsense fight here.

I am only interested to know good FA news on YTLPower in this forum and to make more profit from YTLPower.

I started to post my recommendation sincerely in May 2023.
No one attacked me and bad mouthed me, all of us were making profit very happily until this shameless liar appeared in this forum.

I recommended YTLPower at 1.10.
My initial target price is 4.20.
I bought a lorry load at 1.10.
I sold them all at 4.20.
The profit from this batch is very huge.
I refused to disclose the amount here.

I buy back this share again around 3.70 level again.
I refused to sell at 5.44 because of high future earnings and also this batch of holding is zero cost to me, they are all free shares.
I bought them from my profit, so I decided to maximise my profit.
I managed to cut when the share price dropped below the 200-day SMA.
I do not expect the share price to drop below its 200-day SMA due to high earnings.
I am very disappointed with the performance of YTLPower in this downturn.

I can never win all the time, I have to accept this fact.
I see another opportunity surface again, hope to buy more when the share price is low again.

I do not want to waste my time to clarify this matter further.
The god in the sky should know what I have done good for all readers in this forum.
Fact is fact, nothing can change the truth.
I believe all readers who followed my recommendation to buy are laughing all the way to the bank.
I believe many readers made million profits from YTLPower.
I feel very proud to recommend YTLPower in this forum.

Thank you.

Posted by OTB > 2 days ago | Report Abuse

EPF is selling like no tomorrow.
Very sad indeed.
Solid earning, EPF does not care.
Good luck soon.
Thank you.
---------------------------
Posted by INVEST_AA > 2 days ago | Report Abuse
Dont be affected by someone who wants to create negative sentiment
-------------------------
Posted by INVEST_AA > 2 days ago | Report Abuse
Possible some ppl wants to collect low…
----------------------------
Posted by INVEST_AA > 2 hours ago | Report Abuse

OTB just brush away the fact that the collaboration between ytl and Nvidia maybe CALLED OFF… Lol…

Does Nvidia want to collaborate with party that is under investigation for corruption? Likely No…

There are tonnes of parties who can collaborate with Nvidia besides Ytl….

Don’t be surprise when Nvidia call OFF the data centre collaboration with YTL…

That time the share price will tank like no tomorrow…

So better cut now than be sorry later on…

Probably those supporting with info like OTB is already dumping…
GOOD LUCK
---------------------------
YTLPower and Vs are the stocks that I strongly recommended to buy in 2024.
Because of my earlier posting, INVEST_AA mistaken and attacked me on YTLPower.
I did not sell VS and I did not sell YTLPower.
Both are my favourite stocks.

Good luck.
Thank you.

Posted by OTB > 2 days ago | Report Abuse

EPF is selling like no tomorrow.
Very sad indeed.
Solid earning, EPF does not care.
Good luck soon.
Thank you.
---------------------------
Posted by INVEST_AA > 2 days ago | Report Abuse
Dont be affected by someone who wants to create negative sentiment
-------------------------
Posted by INVEST_AA > 2 days ago | Report Abuse
Possible some ppl wants to collect low…
----------------------------
Posted by INVEST_AA > 2 hours ago | Report Abuse

OTB just brush away the fact that the collaboration between ytl and Nvidia maybe CALLED OFF… Lol…

Does Nvidia want to collaborate with party that is under investigation for corruption? Likely No…

There are tonnes of parties who can collaborate with Nvidia besides Ytl….

Don’t be surprise when Nvidia call OFF the data centre collaboration with YTL…

That time the share price will tank like no tomorrow…

So better cut now than be sorry later on…

Probably those supporting with info like OTB is already dumping…
GOOD LUCK
---------------------------
YTLPower and Vs are the stocks that I strongly recommended to buy in 2024.
Because of my earlier posting, INVEST_AA mistaken and attacked me on YTLPower.
I did not sell VS and I did not sell YTLPower.
Both are my favourite stocks.

Good luck.
Thank you.

Huang told the audience that although generative AI is still in its early days, it’ll expand beyond data centers.“Now what’s amazing is, so the first trillion dollars of data centers is going to get accelerated and invented this new type of software called generative AI. Generative AI is not just a tool, it’s a skill," Huang told Solomon."For the first time, we’re going to create skills that augment people.”“The infrastructure players like ourselves and all the cloud service providers put the infrastructure in the cloud so that developers can use these machines to train the models and fine-tune the models, guardrail the models,” Huang said. “And the return on that is just fantastic.”
According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals.

Question ask ?
What is the ROI of cloud service provider ?

ChatGPT answer :
Jensen Huang's statement suggests that for every dollar a cloud service provider (CSP) spends with Nvidia, they generate $5 in revenue by renting out the infrastructure to their customers. This implies a return on investment (ROI) of 400%.

Thank you.

Posted by limch > 1 minute ago | Report Abuse

Meaning OTB not prudent? Why so many followers? Lesson in Hengyuan, Jaks, Coastal and many more counters they never learned?
-------------------
Please leave me alone.
I just express my opinion only.
I write honestly in this forum.
I never attack anyone here.
I never badmouth any stock or anyone here.
I did not say others are wrong.

I only made mistake in Hengyuan, others I believe I did not make any mistake.
Please leave me alone.
I do not wish to quarrel with others.
Thank you.

The below is his text.

Huang told the audience that although generative AI is still in its early days, it’ll expand beyond data centers.“Now what’s amazing is, so the first trillion dollars of data centers is going to get accelerated and invented this new type of software called generative AI. Generative AI is not just a tool, it’s a skill," Huang told Solomon."For the first time, we’re going to create skills that augment people.”“The infrastructure players like ourselves and all the cloud service providers put the infrastructure in the cloud so that developers can use these machines to train the models and fine-tune the models, guardrail the models,” Huang said. “And the return on that is just fantastic.”
According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals.

Thank you.

Posted by OTB > 4 minutes ago | Report Abuse

Posted by apini > 36 minutes ago | Report Abuse

Dear Mr OTB , can you kindly explain .
"....According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin)....."
---------------------
I just copy and paste from the text given by Jensen Huang during his presentation in US.
He promoted his GPU in the US together with Microsoft and Tesla.
You can search for his text.
I write with facts and figures.
Thank you.

If the EPS of YTLPower for FY 2025 remains as 0.43.
The present share price at 3.62, the PER = 8.41.
What is the average PER of any component stock of FBMKLCI ?
Ans : > 15 times.

When the RM appreciate higher against USD, the foreign funds need more USD to buy the same amount of YTLPower share in RM term.
This action is indirectly compensate for appreciation of RM against USD.
There are 2 ways traffic here, definitely not one way traffic.
Appreciation of RM against USD is definitely a good news for KLSE as a whole.
In the super bull market in 1993, the exchange rate is 1 USD = RM 2.50.

What is the exchange rate at the beginning of 2024 ?
1 USD = RM 4.60 on 2/1/2024.
1 USD = RM 4.14 today.

Good luck.
Thank you.

How much is the PAT of YTLPower from AI data centre after the joint venture project with Nvidia is kicked off at the end of 2024 ?
I believe the PAT increases here is more than enough to offset the lower earning from PowerSeraya and also the losses from the appreciation of RM.
.... I repeat ....
Good luck.
Thank you.

YTLPower is on track with the AI data centre development, and Nvidia has committed to deliver the necessary GPUs towards the end of 2024 for the first phase of its 50MW AI data centre which is being funded by Nvidia itself.

According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin).

I believe the share price of YTLPower will break new highs once the joint venture with Nvidia on the AI Supercomputer data center project is kicked off at the end of 2024.

How much is the PAT of YTLPower from AI data centre after the joint venture project with Nvidia is kicked off at the end of 2024 ?
I believe the PAT increases here is more than enough to offset the lower earning from PowerSeraya and also the losses from the appreciation of RM.

The only concern here is from MACC which will take time to resolve.
Foreign funds will not accept the long outstanding issue of MACC because YTLPower is the international company which operates business in many countries in the world.
This will indirectly put pressure on the government to resolve this MACC case.

Quote from dragon328.
MACC was supposed to investigate on the last payment claims in the 1Bestarinet project to see if there is any corruption issue involved, and they have found nothing wrong.

Now they switch to checking on data quality in the 8,000 schools ?
That has been checked and cleared by the parliament PAC few times.

I believe YTL Comms has delivered everything required under the 1Bestarinet project based on contract specifications, nothing more nothing less, and has not earned anything from this project award.
Unquote !!

I also believe TS Francis Yeoh will put in more effort to settle MACC's case with the present government.

Good luck.
Thank you.

ChloeTai,
Yes, it is a scam.
I have informed all my students.
Please avoid it.
Thank you.

"Now, if you want to [establish] a data centre, you must have AI,” he said, referring to projects like Nvidia's in Johor.

https://theedgemalaysia.com/node/728036
-------------------------------
Our PMX mentioned about the partnership between YTLPower and Nvidia on the AI data centre in Johor, I believe the worst is over for YTLPower.

I believe there is no case regarding the MACC investigation on YTL Communications now.

YTLPower is on track with the AI data centre development, and Nvidia has committed to deliver the necessary GPUs towards the end of 2024 for the first phase of its 50MW AI data centre which is being funded by Nvidia itself.

According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin).

I believe the share price of YTLPower will break new highs once the joint venture with Nvidia on the AI Supercomputer data center project is kicked off at the end of 2024.

YTLPower will benefit from JS-SEZ project. The agreement between Johor and Singapore will be signed in November 2024.

Based on my earnings projection and if I apply a PER of 12x and 15x, I expect YTL Power shares to trade up to the below prices.
2024 - EPS of 42 sen x 12-15 = RM5.04 - RM6.30
2025 - EPS of 50 sen x 12-15 = RM6.00 - RM7.50
2026 - EPS of 60 sen x 12-15 = RM7.20 - RM9.00

Good luck.
Thank you.