Posted by Leesk > 2014-02-26 13:05 | Report Abuse

The company is distributing treasury shares as dividend 1 share for 20 held. what is the result of the company tender for project 3B power plant?

Posted by Peter5151 > 2014-02-26 13:06 | Report Abuse

I sold also on Monday pjdev-wc

Posted by leek > 2014-02-26 13:22 | Report Abuse

I still believe YTLP wins the project 3b.

Posted by chongbh2 > 2014-02-26 13:39 | Report Abuse

hi, peter5151, beyond ytlpowr-wb which counter you like ?

Posted by smartly > 2014-02-26 14:32 | Report Abuse

q to buy ytlp.

Posted by Peter5151 > 2014-02-26 15:14 | Report Abuse

I still like ytlp-wb most

Posted by hng33 > 2014-02-26 15:22 | Report Abuse

chongbh2

Adjusted warrant conversion price = [(C-D)/C] x RM 1.21

C= current share price, preceding to date of the announcement, 1.70
D= share dividend ratio x current share price, 0.085

Adjusted warrant conversion 1.1495

The adjusted warrant conversion 1.1495, but according to Deed poll, any adjustment to the warrant exercise price will be rounded down to the nearest one sen, which mean the actual adjusted price will be 1.14

Posted by leek > 2014-02-26 15:38 | Report Abuse

Planning for another fund to buy MAS... hehe

Posted by smartly > 2014-02-26 15:40 | Report Abuse

mas ? forget it, holland company.

Posted by Peter5151 > 2014-02-26 15:41 | Report Abuse

I hope ytlp win 3B, but I think it's 1MDB

Posted by kenken85 > 2014-02-26 15:42 | Report Abuse

really impressive with hng33 calculation. can learn a bit bit from hng33 also jiak beh liao

Posted by smartly > 2014-02-26 16:08 | Report Abuse

wb turn green.

Posted by leek > 2014-02-26 16:24 | Report Abuse

Holland company supported by tax payer money ma.... will buy if drop below 18c

Posted by leek > 2014-02-26 16:24 | Report Abuse

Peter5151, u hold ytlp? Pls sell... I find it hard to buy low

Posted by leek > 2014-02-26 16:27 | Report Abuse

Hng33 is correct.... ytlp 1.70 .... ytlpwb is 0.56... although the dividen not pay yet... but investors buy for future value...

Posted by denver > 2014-02-26 16:42 | Report Abuse

leek, will sell wb RM1 to u :p

Posted by smartly > 2014-02-26 16:45 | Report Abuse

big sell q emerged.

Posted by smartly > 2014-02-26 16:48 | Report Abuse

leek only know how to buy, don't know how to sell just like sbb, purely buy trxn only. lolz

Posted by denver > 2014-02-26 17:15 | Report Abuse

leek also can give his treasury share distribution :D

Posted by Peter5151 > 2014-02-26 17:24 | Report Abuse

leek, I don't hold any ytlp, but i think, it's more on the question, how much fund you still left with? 1.68 still high ?

It's not really high @1.68, it's question of purchasing power..

Posted by leek > 2014-02-27 02:54 | Report Abuse

I sold 30% of my ytlpwb early Jan and switch to ytl.... but since then I bought back ytlpwb... now just at the opportunity to buy low to avg the cost... funding is not a big problem when you have assets n thanks to the weak ringgit....

Posted by leek > 2014-02-27 02:57 | Report Abuse

If you have enough money to manage your own portfolio, then you don't have to be fooled by the bank's mutual fund... ;) ;)

Posted by Peter5151 > 2014-02-27 08:49 | Report Abuse

Then you should change your S$ more for the RM now to averarge down.

Unfortunately, overtime, your S$ will get you more RM. I guess.

Posted by leek > 2014-02-27 09:27 | Report Abuse

Haha. I have plans... thanks for the advice...yupe... n I only buy ytl n ytlp-wb.

Posted by cclim88 > 2014-02-27 10:23 | Report Abuse

Why is EPF disposing everyday? No more sbb?

Posted by Peter5151 > 2014-02-27 10:25 | Report Abuse

Malaysia boleh! This is how the EPF helping the government doing national sservice. Help to re - distribute the nation wealth

Posted by Fat Cat Tim Buddy > 2014-02-27 10:58 | Report Abuse

i think gark sold at 0.55 ... kikiki

Posted by hng33 > 2014-02-27 11:17 | Report Abuse

Don't fall trap that weak sentiment force you to selloff stake at lowest price.... share price up and down is part of investment risk, if already invested, just stay on as YTLP business model is infrastructure, namely power, water, sewerage and broadband, its business focus on essential thing that needed in everyday life and derive steady earning

Posted by smartly > 2014-02-27 11:36 | Report Abuse

i am q-ing ytlp.

Posted by leek > 2014-02-27 13:38 | Report Abuse

Sell to me at 0.55

Posted by ray81 > 2014-02-27 14:34 | Report Abuse

Mr Yeoh vs Najib = Winner? 3B Project...:P

Posted by leek > 2014-02-27 14:55 | Report Abuse

Faster sell... ytlp hopeless...

Posted by chongbh2 > 2014-02-27 16:06 | Report Abuse

buy another 50 lots at 0.565

Posted by thekennkenn > 2014-02-27 16:13 | Report Abuse

well done!

Posted by gark > 2014-02-27 19:16 | Report Abuse

fat cat, I am still holding :P

Posted by Fat Cat Tim Buddy > 2014-02-27 19:24 | Report Abuse

kikiki... then that means i bought from someone else... kiki..

Posted by i3raymond > 2014-02-28 08:28 | Report Abuse

Dear Hng:
Just to reaffirm with you:
Most of us following this thread would have held wb @67sen and incur ~10k paper loss/100k lots.
Are we waiting for announcement of 3B for ytlpwr to move up in knee-jerk reaction? If 3B fails we then keep wb for mid to long term investment?
Hope to hear your views.

Posted by cclim88 > 2014-02-28 10:12 | Report Abuse

If ytlpowr get Project 3B, will sure fly.

Posted by Fat Cat Tim Buddy > 2014-02-28 10:21 | Report Abuse

last time i bought at 0.65 and sold at 0.705 , then i bought back at 0.655 , now i rugi balik 3 cents... kiikiki... hopefully it will recover... kiki..

Posted by smartly > 2014-02-28 10:42 | Report Abuse

unlikely ytlp will get the 3B.
ytlp relies on current earning to sustain its share price.
on the hope that after share div, ytlp can resume sbb.
this probably the only catalyst.
for broadband biz to turn around, need to wait till next q. by then ytlp will likely get re-rating for a better TP.

Posted by smartly > 2014-02-28 11:19 | Report Abuse

other telco giant like maxis, digi & tm are all above RM5 mark.
if ytlp's telco biz is as good as them after introducing lte spectrum, then this serve another catalyst for earning accretive improving share price further.

Posted by cclim88 > 2014-02-28 11:31 | Report Abuse

Project 4A, Project 4B maybe?

Posted by hng33 > 2014-02-28 11:35 | Report Abuse

i3raymond

With 4.5year remain lifespan, wb is worth of holding even without 3B project.

Nonetheless, YTLP still remain as black horse in pursuing 3B project with all its political + royal power + foreign partner + opposition power, all exert tremendous pressure on PM own child-brain 1MDB, which are NOT lowest bidder in open tender....debt laden.....accounting fraud......inexperience (all its exiting power plant were brought over vs. YTLP first IPP, build from scratch, experience) etc

Case scenario 1: Even if can't secure 3B finally, YTLP likely be compensate with renewal of its exiting power plant for another 5 or 10 year.

Case scenario 2: YTLP totally pull out of local IPP after expire concessions, its power plan could sold to TNB as reserve backup power plant

Other then power, YTLP venture into new broadband business since 2010 should poise turnaround these year, especially it will start derive management fee RM 300m/year for next 15 year 1BestariNet contract, just completed end of last year

Posted by hng33 > 2014-02-28 11:39 | Report Abuse

cclim88

If YTLP unable to secure 3B project, it will likely give up next Project 4A, Project 4B, as what is the point to bid in open tender again if lowest bidder lose to out.

Posted by hng33 > 2014-02-28 12:31 | Report Abuse

smartly

Telco giant like maxis, digi, Axiata and tm all trade PE above 20x....YTLP current valuation is just about PE 11x and these valuation is exclude still loss making broadband division. Yes broadband most precious above crown is its 4g network, coverage more than 80% populated area and is network is all IP flat platform, 4g LTE ready compared to Maxis just 15% 4g network + old 3g.

Posted by hng33 > 2014-02-28 12:36 | Report Abuse

With current growing free apps with free voice (e.g vibre)and data (whatapps) trend, most of the telco already suffer margin compression of their voice, sms....The future revenue is rely on their network, 4g broadband... the wider coverage, the faster speed will win the race

Posted by cclim88 > 2014-02-28 12:36 | Report Abuse

Suggest to change portfolio to communications.

Posted by hng33 > 2014-02-28 12:41 | Report Abuse

communication !? Maxis, DIGI, TM, Axiata......PE 20x, but dividend yield support share price + recession proof as their service is essential in today tech world. YTLP better equip all and have much more potential than all of them in its about to turnaround Yes 4g broadband + 1BestariNet (15 year contract worth RM 4.5b).

Posted by j3ff > 2014-02-28 14:01 | Report Abuse

1MDB-Mitsui JV bags Project 3B power plant job (Update)

http://www.thestar.com.my/Business/Business-News/2014/02/28/1MDB-Mitsui-JV-bags-Project-3B-power-plant-job/

Posted by prahadude > 2014-02-28 14:10 | Report Abuse

A test of true holding power...I suppose the market has factored in ytlp losing the power project