Posted by brightsmart > 2022-11-25 09:21 | Report Abuse

With pn in every department sabotage every other department

Posted by BobAxelrod > 2022-11-25 09:23 |

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Posted by Sslee > 2022-11-25 09:25 | Report Abuse

Draft questions for Petron Malaysia Q3 financial result:
Any comments

OSP of Malaysia Tapis blend per barrel
July: USD 119.59
Aug: USD 111.75
Sept: USD 102.58
Average July to Sept: USD (119.59 + 111.75 +102.58)/3 = USD 111.307

Q3 Dated Brent dropped by 11% to USD 101/barrel in Q3 from the USD 114/barrel in Q2
Q3 Financial result:
Revenue: RM 4,684,552,000
Cost of sales: RM 4,821,552,000
Sales volume: 8.6 million barrels

Average USD to MYR July to Sept: 4.45
Revenue per barrel: USD 4,684,552,000/(8,600,000 x4.45) = USD 122.408
Cost of sales per barrel: USD 4,821,552,000/(8,600,000x4.45) = USD 125.988
Derivatives
Realized gain: RM 139,957,000 or USD 139.957,000/(8,600,000x4.450)= USD 3.66/barrel
Unrealized gain RM 7,588,000

Q2 Financial result:
Revenue: RM 5,596,062,000
Cost of sales: RM 5,180,442,000
Sales volume: 8.7 million barrels

Average USD to MYR April to June: 4.35
Revenue per barrel: USD 5,596,062,000/(8,700,000 x4.35) = USD 147.868
Cost of sales per barrel: USD 5,180,442,000/(8,700,000x4.35) = USD 136.886
Derivatives
Realized loss: RM 207,862,000 or USD 207,862,000/(8,700,000x4.35)= USD 5.49/barrel
Unrealized loss: RM 166,799,000


My questions
Question 1: Please explain why Q3 revenue per barrel is USD 122.408 a sharp dropped of USD 25.460 from Q2 USD 147.868 when International price of fuels as reported by Petron Corp for Q2 and D3 as below excluded the retail petrol stations fixed margin per barrel?
Q2 2022
Prices of Dubai crude USD (101.8X2- 95.6) = 108/barrel
Gasoline cracks USD (26.4X2-17.8) = 35. Price USD (108 + 35) = USD 143/barrel
Diesel cracks USD (36.6X2-21.6) = 51.6. Price USD (108 + 51.6) = USD 159.6/barrel
Kero-jet cracks USD (27.7X2-16.2) = 39.2. Price USD (108 + 39.2) USD 147.2
Q3 2022
Prices of Dubai crude USD (101.2X3- 95.6-108) = USD 100.3/barrel
Gasoline cracks $ (22X3-17.8-35) = 13.2. Price USD (100.3 + 13.2) = USD 113.5/barrel
Diesel cracks $ (38.1X3-21.6-51.6) = 41.1. Price USD (100.3 + 41.1) = USD 141.4/barrel
Kero-jet cracks $(29.3X3-16.2-39.2) = 32.5. Price USD (100.3 + 32.5) = USD 132.8/barrel

Question 2: How many barrels did Petron Malaysia PD refinery processed in Q3?

Question 3: Retail Petrol stations sales volume and the PBT?

Question 4: Please explain the cost of sales in Q3 USD 125.988/barrel when Dated Brent is USD 101/barrel in Q3 and OSP of Malaysia Tapis blend per barrel average Q3 is USD 111.307?

Posted by Sslee > 2022-11-25 09:40 | Report Abuse

I think I will change the average July-Sept USD to MYR as 4.50

Posted by BobAxelrod > 2022-11-25 09:42 |

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Posted by Sslee > 2022-11-25 09:44 | Report Abuse

Need to toss coin what will be HRC Q3 revenue per barrel?
Q2 was USD 151 per barrel.

Posted by BobAxelrod > 2022-11-25 09:45 |

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Posted by BobAxelrod > 2022-11-25 09:50 |

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Posted by UlarSawa > 2022-11-25 10:01 | Report Abuse

Haiyoh klci red leh. Ini Unity Gorment theme play sudah pancit kah. One day show only kah. Kesian. Ular punya ctr pun red again. Kena tunggu lagi. Haiyoh. Correct?

Posted by UlarSawa > 2022-11-25 10:04 | Report Abuse

Ular tanya Sifu how about HY QR semalam after PetronM QR keluar not good. Ular punya sifu replied dia tak tau lah. Lately takda minum kopi with his bff leh. Sori ya. Ular also dunno lah. Haiyoh. Correct?

Posted by BobAxelrod > 2022-11-25 10:05 | Report Abuse

Sorry we cannot comment as we don't even know which ctr you bought. You might even have stepped into quicksand or a viper's nest (oopsss, your saudara!)
So, please don't cry on our shoulders......

Posted by BobAxelrod > 2022-11-25 10:07 | Report Abuse

Can HY Q3 be released today, please. Don't want to wait for next week..........

Posted by Mikecyc > 2022-11-25 10:09 |

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Posted by BobAxelrod > 2022-11-25 10:11 |

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Posted by Mikecyc > 2022-11-25 10:12 |

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Posted by UlarSawa > 2022-11-25 10:15 |

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Posted by UlarSawa > 2022-11-25 10:16 |

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Posted by Sslee > 2022-11-25 10:17 | Report Abuse

Today busy moving some from Petron Malaysia to HRC. Hope HRC will have better result.

Posted by brightsmart > 2022-11-25 10:17 | Report Abuse

Overall positive sentiment is supporting the share.....that is all.....better sell fast fast

Posted by Mikecyc > 2022-11-25 10:19 |

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Posted by brightsmart > 2022-11-25 10:21 |

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Posted by UlarSawa > 2022-11-25 10:22 |

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Posted by BobAxelrod > 2022-11-25 10:22 | Report Abuse

Earlier, he said moved "SOME" ada baca tak?

Posted by UlarSawa > 2022-11-25 10:23 | Report Abuse

Result out then will know lah. Belum out still 50/50 no one is right yet. Thats why many like to take the risk lah. Ular same same taking risk to bet koboi ctrs just b4 release QR leh. Haiyoh. Correct?


brightsmart

Petron P/L is supposed to be more stable than Hy....if petron got losses at gross level, this HY die lo

28 seconds ago

Posted by BobAxelrod > 2022-11-25 10:24 |

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Posted by Mikecyc > 2022-11-25 10:24 |

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Posted by UlarSawa > 2022-11-25 10:25 | Report Abuse

Oh ok ok. Some not all. Like this when can finish move all. Later HY QR out move back to PetronM kah. Haiyoh. Correct?


BobAxelrod

Earlier, he said moved "SOME" ada baca tak?

1 minute ago

Posted by BobAxelrod > 2022-11-25 10:25 | Report Abuse

Q3 to be released at lunch break???? Same as PM Anwar's appointment yesterday??

Posted by UlarSawa > 2022-11-25 10:26 |

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Posted by Mikecyc > 2022-11-25 10:27 |

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Posted by Mikecyc > 2022-11-25 10:28 |

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Posted by UlarSawa > 2022-11-25 10:28 | Report Abuse

No idea leh. Can be anytime from today onwards leh. If good one should be earlier sikit bah. If not so good then later lah. Normally not good will be last day lah. Thats the Myth lah. Haiyoh. Correct?


BobAxelrod

Q3 to be released at lunch break???? Same as PM Anwar's appointment yesterday??

1 minute ago

Posted by UlarSawa > 2022-11-25 10:30 | Report Abuse

Sifu no monitor saham for sometime already leh. He busy setting up his new garden sebelah rumah leh. Big garden need alot of time n energy to do it leh. So not much talking saham already leh. Haiyoh. Correct?

Posted by UlarSawa > 2022-11-25 10:34 |

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Posted by BobAxelrod > 2022-11-25 10:35 |

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Posted by UlarSawa > 2022-11-25 10:36 | Report Abuse

Why you scare DSAI issue blank cheque kah. Haiyoh. Correct?


BobAxelrod

WoW....PM most likely to name 2 DPM, one each from BN and GPS.

Just don't undertake MOF yourself......we'll be fine.

10 seconds ago

Posted by BobAxelrod > 2022-11-25 10:38 | Report Abuse

Just ask yourself, can the Borrower also be the Banker himself??????

Posted by BobAxelrod > 2022-11-25 10:39 |

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Posted by BobAxelrod > 2022-11-25 10:40 |

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Posted by BobAxelrod > 2022-11-25 10:43 |

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Posted by BobAxelrod > 2022-11-25 10:44 | Report Abuse

But the man with the highest Powers in the country also holds the key to the Vault??????

Posted by Mikecyc > 2022-11-25 10:44 |

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Posted by UlarSawa > 2022-11-25 10:46 | Report Abuse

Tak mau cakap so much. Mau curi makan cheesecake again ke. Takda use the same formula you used at PA n Hiaptek ke. Show your skill sikit lah. Conning skill leh. Correct?

Posted by brightsmart > 2022-11-25 10:49 | Report Abuse

Fast fast sell Hy...slower less price

Posted by UlarSawa > 2022-11-25 10:49 |

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Posted by UlarSawa > 2022-11-25 10:51 |

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Posted by Mikecyc > 2022-11-25 10:51 |

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Posted by UlarSawa > 2022-11-25 10:57 |

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Posted by UlarSawa > 2022-11-25 10:59 | Report Abuse

Ular cannot help want to laugh leh. Itu voodoo is not wrong leh. He cakap eat kfc at hiaptek pun not wrong leh. His winning formula is selalu can makan kfc mah. Haiyoh. Correct?

Posted by Mikecyc > 2022-11-25 11:01 |

Post removed.Why?