Posted by smartly > 2014-01-03 17:06 | Report Abuse

look on the bright side.
this one may come up big time. :)

Posted by gark > 2014-01-03 17:16 | Report Abuse

wonder when want to cancel the treasury shares...

Posted by Fat Cat Tim Buddy > 2014-01-03 17:19 | Report Abuse

when you gave up on it, then only it will up. kikiki...

Posted by smartly > 2014-01-03 17:20 | Report Abuse

maybe u r right.

Posted by hng33 > 2014-01-03 17:49 | Report Abuse

Buyback 0.96m share, 50% of today total volume, range 1.84-1.86, increase treasury to 8.71%

Posted by i3raymond > 2014-01-04 15:53 | Report Abuse

ytlp 2014 forecast:
http://marketcsi.blogspot.com/2013/11/ytl-power-2014-forecast.html

Posted by leek > 2014-01-04 16:39 | Report Abuse

Anyone into PJD and OSKPROP here?

Posted by leek > 2014-01-04 17:47 | Report Abuse

http://www.utusan.com.my/utusan/Ekonomi/20140104/ek_01/Tender-terbuka-kawal-tarif-elektrik

Bull shxt?

Posted by leek > 2014-01-04 17:58 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/01/04/Good-time-to-buy-TNB-shares-Analysts-say-recent-tariff-hike-will-boost-the-power-company-stock/

This is more BS...

Posted by leek > 2014-01-05 06:30 | Report Abuse

More sell down tomorrow....

Posted by titus > 2014-01-05 10:37 | Report Abuse

Hi Leek, i'm in pjd-wc. Seem like everyone suddenly gain intrest in this. Let see how the counter perform tomorrow.

Posted by kolim13 > 2014-01-05 11:05 | Report Abuse

leek ,tenaga open tender 3B project , allow second low price bid the project why not take the lowest price company ?

Posted by my101home > 2014-01-06 01:45 | Report Abuse

Hi, just wondering if YTL Power declares Special cash dividend, what will happen to YTL Power warrant? Adverse impact to the warrant holder?

Posted by ladzatz > 2014-01-06 01:47 | Report Abuse

my101..how much u can make profit with this ytlpower?

very small range...check this out:

what about this:

a W-pattern graph in ascending motion for MQ TECH
http://www.investopedia.com/university/charts/charts4.asp

will fly on monday!!!

Posted by leek > 2014-01-06 14:47 | Report Abuse

Market very fragile...

Posted by smartly > 2014-01-06 14:48 | Report Abuse

sbb not in action again.

Posted by gark > 2014-01-06 16:01 | Report Abuse

sbb run out of ammo? haha

Posted by smartly > 2014-01-06 16:13 | Report Abuse

sbb boh lui liao.

Posted by Jack Knight > 2014-01-06 19:13 | Report Abuse

market turnaround when players least expected ^^

Posted by smartly > 2014-01-07 11:44 | Report Abuse

today will touch 1.88 ?

Posted by hng33 > 2014-01-07 12:01 | Report Abuse

sbb come back !?

Lets look back what YTLP have progress of its 30% stake in Enefit Jordan. Enefit Jordan have 2 wholly own subsidiary, Attarat Power and Jordan oil shale company. Enefit jordan have 2 parallel project in Jordan, the mining of oil shale and process to recover oil : oil project, conduct by Jordan oil shale company. The other project is power project involve oil shale for direct burning in power station to generate electricity, conduct by Attarat Power company

Attarat Power is to develop first oil shale fire power plant with first power plant 540 MW ready by 2017, On the other hand, oil shale mining and target to produce 40,000 barrel of oil per day by 2019. Currently, Attarat power have award construction power plant to Chinese Firm Guondong Power Eng and have secure finance total US$ 1.4bilion from bank of China and Commercial bank of China. On the other hand, It oil project by Jordan oil shale company still in the midst to carry mining tender for mining area 11Km2 still in the process, with deposit to supply 40year oil shale.

Remark: Oil shale is a sedimentary rock that contain organic material call kerogen, kerogen can be heated , separated from the rock, and process turn into liquid shale oil, which can treated and refine into diesel and petrol.

Posted by gark > 2014-01-07 14:41 | Report Abuse

Shale oil is expensive to mine.. as long as oil stays at $100 per bbl then only worth it.

Based on canada shale oil, production cost is approx $70-$90/bbl

If they can get 40k bbl a day means (if we assume $10/bbl net profit), means 400k usd per day net earnings + earnings from power generation

Posted by gark > 2014-01-07 14:47 | Report Abuse

So now... YTLP turning into OnG company.... hahahaha

Posted by gark > 2014-01-07 14:49 | Report Abuse

Also Jordanian oil share is very easy to burn like coal, so the power plant is to use the oil shale directly to produce energy, via fluidized bed technology which will be very cheap...

Posted by hng33 > 2014-01-07 14:52 | Report Abuse

Gark

Jordan oil shale production is for own jordan country consumption, which is estimate to reduce 20-30% cost input from import of crude oil. Jordan Enefit is finalize the concession deal with Jordan gov, 30 year power supply for is power project for first phase 540MW oil shale fire power agreement and 40year concessions for oil project, to supply fuel oil from oil shale mining - oil recovery process - shale oil - refine and treatment = gas + fuel oil .

Posted by hng33 > 2014-01-07 14:57 | Report Abuse

Gark

Agreed, Its power plant will apply most efficient and environmentally friendly technique, used fluidized bed combustion technology and air cooling system to minimize water use. Shale oil can be mining from the surface and direct burn in power station to generate electricity. Through tender, Chinese firm Guandong Power Eng has win the project, which i think has tender lowest bid yet equip with experience and technology.

Posted by hng33 > 2014-01-07 15:05 | Report Abuse

YTLP 30% stake was acquire 3 year ago for USD 11.5m, It 30% stake was comprise of 11% acquire from Enefit and 19% from Near East investment. Current shareholding: Enefit still hold 65%, YTLP 309% and Near East 5%. With these shale oil project (Power + oil shale production) now getting closer to sign concession agreement, YTLP these 30% investment has now increase mulitfold in value already. Once its Power project start generate electricity in 2017 and oil shale production in 2019, YTLP will become first involve entire production chain both upstream and downstream

Posted by i3raymond > 2014-01-07 15:31 | Report Abuse

远水救不近火

Posted by smartly > 2014-01-07 15:37 | Report Abuse

there is no fire rescure require at all.
is there a problem ?

Posted by leek > 2014-01-07 15:51 | Report Abuse

If YTLP doesn't get the project 3b.... sbb will speed up... very fast.... for Privatisation

Posted by leek > 2014-01-07 16:08 | Report Abuse

Ok.... can buy more now....

Posted by smartly > 2014-01-07 16:12 | Report Abuse

which one?

Posted by hng33 > 2014-01-07 16:14 | Report Abuse

Not so worry about 3B project, as even can't secure at all, turnaround of its Yes broadband already more than sufficient to cover the shortfall of local IPP, expire in next Sept 2015.

Posted by smartly > 2014-01-07 16:16 | Report Abuse

Yes BB - is the coming 2Q going to improve or turn into profit ed ?

Posted by smartly > 2014-01-07 16:18 | Report Abuse

not so fast i guess. most likely 4Q of 2014 ?

Posted by i3raymond > 2014-01-07 16:19 | Report Abuse

Sorry, did not make myself clear: I meant the current price weakness of ytl& ytlp

Posted by hng33 > 2014-01-07 16:22 | Report Abuse

Yes Broadband still record RM 50m loss in Q1 result, compared to PBT from local IPP RM 60m. Therefore, if yes can just merely breakeven, it already can offset the earning from IPP. If Yes Broadband with gearing up 1BestariNet turnaround to start contribute earning to YTLP, the net impact is growing up in earning despite expire IPP in 2015

Posted by leek > 2014-01-07 16:23 | Report Abuse

Bought more wb... going up soon...

Posted by hng33 > 2014-01-07 16:27 | Report Abuse

Compared to Hibiscus just merely drill the oil well already send stock rocket high, then fail, stock tumble, try second well drill again, stock again skyrocket.....YTLP oil shale project: two parallel ongoing: power production + oil shale production....share no much response....

Posted by gark > 2014-01-07 16:29 | Report Abuse

hng.. even the ipp expire, the 2nd hand plant and the land is worth a lot of money as well

might be able to record exceptional gain if sold off

Posted by leek > 2014-01-07 16:30 | Report Abuse

FY doesn't like the stocks to be goreng.... the share price always maintain at a reasonable level...

Posted by gark > 2014-01-07 16:31 | Report Abuse

The gas fired power plant is very well maintained, looking at the minimal downtime and the output can still perform near rated capacity. Many would want to buy the plant, furthermore the plant will be fully depreciated once the contract ends.

Posted by hng33 > 2014-01-07 16:34 | Report Abuse

gark

YTLP broiler and power production facilities in both Paka and Pasir Gudang still able to generate power with power availability more than 95% compared to problematic Jimah power plant, which one of its broiler already fail to function. It show YTLP excellent maintenance and operation in power plant despite more than 20 year old. I think TNB is eying to bargain buy YTLP power plant upon expire of its concession.

Posted by leek > 2014-01-07 16:36 | Report Abuse

YTLP can sell the energy to Singapore too if Malaysia not keen to buy... Malaysia like to buy expensive.... can buy from YTLP singapore... haha

Posted by gark > 2014-01-07 16:39 | Report Abuse

anyway i do not worry.. 70% of YTLP profits comes from overseas... just think of how much RM has depreciated...

Posted by leek > 2014-01-07 16:44 | Report Abuse

Oh yeah.... we should see at least 10% increase in revenue/profit due to the currency

Posted by smartly > 2014-01-07 16:44 | Report Abuse

need to break 1.87 in order for son to go higher.

Posted by cgtan2020 > 2014-01-07 16:45 | Report Abuse

if you see the depreciation charges for the last 4 quarters, it is a lot be charge out.

Posted by hng33 > 2014-01-07 16:45 | Report Abuse

Gark

98% of YTLP derive from oversea.....IPP contribute RM60m but is offest mostly by broadband RM 50m loss.....

Posted by smartly > 2014-01-07 16:47 | Report Abuse

look like setlling at 1.84 again. :(