Posted by Mikecyc > 2020-09-28 15:19 |

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Posted by bulldog > 2020-09-28 15:32 |

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Posted by Mikecyc > 2020-09-28 16:32 |

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Posted by BigPortfolio > 2020-09-28 17:07 |

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Posted by davidkkw79 > 2020-09-28 17:46 | Report Abuse

Apa ini ? apa pun takada !!

Posted by bulldog > 2020-09-28 17:47 |

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Posted by bulldog > 2020-09-28 17:50 |

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Posted by davidkkw79 > 2020-09-28 18:05 | Report Abuse

Masih apa pun tak nampak ? Please repost again

Posted by Mabel > 2020-09-28 19:32 | Report Abuse

@Mikecyc haha before Pandemic is 66 counters .. after Pandemic 77 counters .. must be lost until no period blur blur meow .. sudden surfaced said here is its home .. haha
28/09/2020 3:17 PM

Very simple explanation oldman...

P2: Plantation is currently on Full Engagement while the rest of the sectors are either on AutoCruise. In Parallel, I'm planning to consolidate my collection to focus on defensive stocks and Very strong Highly Profitable companies.

Anyway, this my selection are doing great .

Pre Pandemic = 66
Post Pandemic =88

Now Planning to consolidate into 80.

Currently, high on my agenda are these 4 sectors and they are sitting on Top 4 Position in my Business Plan for this year (KLSE and Nasdaq)

P1. Healthcare, I have a collection of 12 companies under Healthcare including Gloves Fantastic Four. My motivation is to contain Convid 19. One of them is the World No 1 Producer of Gloves and Malaysia is the World Largest Exporter of Gloves.

P1 Healthcare is on AutoCruise

P2. Plantation, I have a collection of 11 Plantations. My motivation is to feed more than 3 billion peoples across 200 countries. One of my Plantation is World No 1 Biggest Plantation and Malaysia is the World 2nd Largest Producers of Palm Oil. Another Plantation has 60,000 hectares of rubber plantations which is process to produce premium Standard Malaysian Rubber (SMR) which compliments my Gloves Collection. Malaysia is the World 3rd Biggest Producer of Rubber

P2 Plantation is on Engagement Mode as I plan to top up.

P3. Technology, I have a collection of 8 Techs companies. Technology is one of the sectors that support my Digital Economy Program. One of my collection is the World No 1 Biggest Supplier of 5G. Currently, 40% of the World Mobile Subscriptions are handled by this company.

P3 Technology is on AutoCruise

P4. Energy. I have a collection of 18 Battleships. The goal is to consolidate to 11 Companies due to Brent Volatility. Mabel Energy Armada (ranked World No 5) and Yinson (ranked World No 6). When merged, it will create the World Biggest FPSO. All these two FPSO operator has operating presence in Asia, Africa and Europe. FPSOs contracts are bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. FPSOs tender pipeline are strong and steady. Brent has already breached USD 40..

P4 Energy is on AutoCruise..

Always Stay Invested.

Meow

Posted by bulldog > 2020-09-28 19:46 |

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Posted by Mikecyc > 2020-09-28 21:22 |

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Posted by Mikecyc > 2020-09-28 21:23 |

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Posted by Mikecyc > 2020-09-28 21:23 | Report Abuse

TDM , let’s see the latest 5 years results:

FY15 : revenue = 381 million , profit = 74.3 million

FY16 : revenue = 429 million , profit = 21.5 million

FY17 : revenue = 449 million , profit = 22.7 million

FY18 : revenue = 405 million , Loss = - 76.4 million

FY19 : revenue = 432 million , Loss = -79.6 million

@>> FY20 Q1 ended March : revenue = 107 million, Loss = -8.28 million

compared to FY19 Q1: revenue = 104.7 million , Loss = -4.91 million

@>>> FY20 Q2 ended June : revenue = 83.938 million, Loss = -18.413 million .

Compared FY19 Q2 : revenue = 99.521 million, Loss = -369,000 .


## Referred to FY19 audited annual report:


Independent Auditors remarks :

>>EMPHASIS OF MATTER
We draw your attention to Note 42 to the financial statements where various significant and material misstatements have been adjusted
retrospectively in the 2018 financial statements. These errors have affected the financial position, results and the relevant disclosures of the prior
years. Our opinion is not modified with respect to this matter.

Posted by Mikecyc > 2020-09-28 21:24 | Report Abuse

## Referred to FY19 audited annual report:


Independent Auditors remarks :

>>EMPHASIS OF MATTER
We draw your attention to Note 42 to the financial statements where various significant and material misstatements have been adjusted
retrospectively in the 2018 financial statements. These errors have affected the financial position, results and the relevant disclosures of the prior
years. Our opinion is not modified with respect to this matter.

Posted by Mikecyc > 2020-09-28 21:25 | Report Abuse

TDM Hospitals performance?

> Refer to FY QR2 ended June 2020 :

Revenue Profit/ ( Loss)

Plantations 47,868,000 7,766,000

Healthcare 36,070,000 ( 2,029,000)

note : Depreciation n amortisation is ( 20,836,000)


#Refer to FY20 QR1 ended March 2020 :

Revenue Profit/ ( Loss)

Plantations 57,120,000 ( 6,502,000)

Healthcare 61,915,000 3,008,000



#FY19 QR4 ended December 2019 :

Revenue Profit/ ( Loss)

Plantations 58,754,000 5,426,000

Healthcare 65,101,000 5,770,000


Note : Profit is reduced and become in Loss , and a lots of court cases , one court case is instructed to deposit RM 1.0 million as to winding up case.

>> note : Depreciation n amortisation is ( 20,836,000), Hospitals equipments n facilities is too Old .. sudden Huge amortisation although each years had done the amortisation .

Posted by Mikecyc > 2020-09-28 21:26 |

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Posted by Mikecyc > 2020-09-28 21:27 |

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Posted by Mikecyc > 2020-09-28 21:27 | Report Abuse

Refer to FY19 audited report after re-statements .. PPE is RM 796,531,000 , Less Indonesia Plantations asset value Rm 200,000,000 .. Cash = 90 million ..PPE = RM 596,531,000... Scary ..

Gearing Ratio will be 1.07 .. High Risk ...

Posted by bulldog > 2020-09-28 22:27 |

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Posted by bulldog > 2020-09-28 22:32 |

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Posted by Mabel > 2020-09-29 07:28 | Report Abuse

Touche bulldog !

bulldog is a smart man. I always adore smart man...

Mickey ConMouse is totally run of idea
Every day parroting same cerita
He will face the same fate like in Armada
When the tsunami happens he will be MIA...

Last year Mickey said the same things about Armada...

Mickey, you seems to be missing the point. Like Mummy said many times, all these old stories have been factored in with the current price. Otherwise TDM, price would have been like my KLK, Sime Darby and IOI Corps.

TDM can ride in the upcoming Plantation rally together with her 11 Plantation sisters. This is exactly what happen to my collection FPSO Battleships. Armada and Yinson. What matters is the Total Plantation P&L is profitable. When your total P&L is very profitable, you can take calculated risk. TDM has Hospitals across the country. It's part of giving back after gaining so much. In addition the oil palm business is very lucrative. We are dealing with an industry that can can feed more than 3 billion in more than 200 country across the Globe. Beside, this Plantation are supported by the Oil Rich State of Terengganu.

https://www.thestar.com.my/business/business-news/2020/09/28/yinson039s-q2-net-profit-jumps-to-rm10036mil

Mabel Energy Yinson Holdings Bhd’s net profit in the second quarter (Q2) ended July 31, 2020 rose 144 per cent to RM100.36 million from RM41.14 million in the same quarter last year. Earlier her elder Sister Mabel Energy Bumi Armada recorded another stellar 155 per cents rose in profits to RM 114 million from previous quarter. When combine, it creates the World Biggest FPSO. All these two FPSO operator has operating presence in Asia, Africa and Europe. FPSOs contracts are bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. FPSOs tender pipeline are strong and steady. Currently, Armada and Yinson is ranked in P3 in Mabel Energy collection Fossil Fuel Battleships.

TDM Tempat Dayang Mandi
TDM Taman Datin Mabel
TDM Tempat Daya Maju

TDM can also mean..

TDM Tun Dr Mabel
TDM Tun Dato Mabel
TDM Tun DatoSeri Mabel
TDM Taman Datin Mabel
TDM Tempat Doctor Mabel
TDM Tanaman Datin Mabel
TDM Tempat Dayung Mabel
TDM Terengganu Dorong Mabel
TDM Terengganu Destinasi Mabel
TDM Tanaman Dapat Money
TDM Terus Daya Maju
TDM Tempat Daya Maju
TDM Tempat Destiny Melancung
TDM Tempat Dapat Medicine

Meow Meow Meow

Posted by Mabel > 2020-09-29 07:29 | Report Abuse

TDM Tempat Destinasi Meow

Posted by Mabel > 2020-09-29 07:29 | Report Abuse

Meow Meow Meow

Posted by Mikecyc > 2020-09-29 07:55 |

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Posted by Mikecyc > 2020-09-29 07:56 |

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Posted by Mikecyc > 2020-09-29 08:09 |

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Posted by bulldog > 2020-09-29 08:36 |

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Posted by Mabel > 2020-09-29 08:42 | Report Abuse

@Mikecyc haha what is Armada Debt now ? what is the Gearing Ratio ? Able to answer ???
29/09/2020 7:56 AM


I'm an Investors. All the financial stuffs let Armada CFO handle that after all we pay them to do the job mah...

Of course they still need needs to recapitalise their balance sheet

Its highly leveraged financials remains an ongoing concern (MY8.5b net debt, 2.8x net gearing level and 7x net debt-to-EBITDA).

The need to degear by: (i) monetising part of its FPSO/ OSV assets, (ii) seeking redeployment opportunities for FPSO Claire, subsea construction vessels; Installer & Constructor and (iii) reducing expenses, takes priority overgrowth. BArmada needs to prioritise efforts to restructure/ refinance its loans to improve its cashflow position. So it's still work in progress. However that doesn't mean Armada is bad company..

BA is the Top 5 FPSO operator in the world by fleet size. Operating presence in Asia, Africa and Europe. T&I and OSV (lossmaking) are complementary businesses.
- Unlike OSV and T&I operations, FPSO’s contracts are more bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs.
- FPSOs tender pipeline is strong. Winning a job is a catalyst.

Combine with her younger sister, Yinson which is highly profitable and healthy balance sheet, these two sisters fulfill my vision to own the biggest FPSO in the World. Currently these two FPSO is ranked P3 in my collection of Fossil Fuel Battleships.

Bottom line, the same arguments apply to TDM. TDM will play an important in my collection of Bio Fuel Plantation.

Get it old man?

TDM Tempat Destinasi Meow

Posted by Mabel > 2020-09-29 08:42 | Report Abuse

Meow Meow Meow

Posted by Mabel > 2020-09-29 09:08 | Report Abuse

Collected another batch today..my baits was taken

Thank you for selling...

Next collection will follow this trading path..

22 55 77

Meow Meow Meow

Posted by Mikecyc > 2020-09-29 09:22 |

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Posted by bulldog > 2020-09-29 09:45 |

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Posted by Mabel > 2020-09-29 09:47 | Report Abuse

You mean like your MHC ke?

MHC is not even listed in Plantation Hall of Fames..

At least TDM ada mah...

Meow

Posted by Mikecyc > 2020-09-29 09:59 |

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Posted by Mikecyc > 2020-09-29 09:59 |

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Posted by Mikecyc > 2020-09-29 10:00 |

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Posted by Mabel > 2020-09-29 10:00 | Report Abuse

Already reply to you already..please scroll up..

Didn't know you cannot read financial figure.

Currently with that High Net debt, Armada is still consider Below Fair Value: ARMADA (MYR0.27) is trading below our estimate of fair value (MYR1.04)

Earnings vs Savings Rate: ARMADA is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.9%) and ARMADA's is expected to become profitable in the next 3 years.

Even with Armada High Debt, I can close my eyes and Buy, TDM is really nothing to shout about. If you want to play safe, better put your money in FD Mah...

Meow...

Posted by Mabel > 2020-09-29 10:01 | Report Abuse

Aiyaa...still using old figure...

Use the latest lah...My IB gives me very updated one mah...

Meow

Posted by Mabel > 2020-09-29 10:03 | Report Abuse

@Mikecyc haha at least MHC i gained 95 % profit ..
29/09/2020 9:59 AM

Same here with TDM mah..

You think you the only who know how to make money ka?

Meow

Posted by Mikecyc > 2020-09-29 10:07 |

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Posted by Mikecyc > 2020-09-29 10:08 |

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