Posted by jjohnchew > 1 week ago | Report Abuse

Yinson Renewables :

Site investigation : 3700 MW

Projects secured : 1032 MW ( 2 to 5 years to COO ( construction, own n operate) ) .

Construction: 540 MW

COO : 557 MW

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Repost :

Jaks LSS4 50MW RE Solar in Penang :
which is the asset owner of the solar farm .. is COD on August 2023 with TNB 25 years PPA …. CAPEX is RM 200 million:


>QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18.11 %


>QR ended June 2024 :

👉 Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %


👉👉 Average Profit % for Half year 2024 is 13.22 % … compared to Yinson Half year ( February to July 2024 ) FY2025 is 13.85 % ( RE in India )

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho as posted in Jaks , ROI on the investment Capital on LSS4 50 MW Solar RE in Penang is very Low … ie : IRR is Single Low Digit … ( Jaks is Asset Owner of the Solar Farm , finance 100 % by Syndicated Loans .. luckily is Not tied up on the Investment funds ..

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho really laugh live me lo , forgotten I had debated against him in Harta forum on early 2022 .. during the Serba Story Teller promoted at RM 5.80 with blowing to forumer knew the Product Cost after visited the Factory ( Ha , Ha , Ha ) … I am agreed to recommend Harta but Not on the ENTRY Timing as ASP shl be bottoming after March 2022 ..

The Serba Story Teller Buy what U not Understand taken 3 years only started with some Profit by Averaging Down n Dividend…


—-
Posted by Philip ( buy what you understand) > 2 hours ago | Report Abuse

name dropping is useless when you are big into jaks while someone else buying hartalega and making money with dividends now

>>>>>
jjohnchew

Hoho ssleee i am name dropping again lo … nowadays only use this name :

👉 Hoho I am posted Top Glove TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .. 
 




And posted the study on Nitrile Gloves Demand vs Supply of 7 Local Gloves company on August 2020 that Supply Shl fulfilled Demand in 12 months…

Posted by BursaVulture > 1 week ago | Report Abuse

Gotta say I really dont know what can move the price anymore… other than to show the world they can reduce their debt by 50%.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho per Jaks 2024 AGM minutes on CGPP 30 MW Solar RE with Consortium partners: Consortium: Jaks 51 % , Ann Joo Green Energy Sdn. Bhd. and Fabulous Sunview Sdn. Bhd. )

Note : CGPP winners can choose their customers/ offtaker and cross border…Not only TNB as offtaker but use TNB power grid as TPA .


4 JAKS Solar Power also participated in
the Corporate Green Power
Programme (CGPP) with multiple
partners and was successfully
selected as a solar power producer
with a capacity of 29.99MW on 7
August 2023, together with two other
consortium partners. 👉 JAKS Group has
a 51% stake in the Consortium. At
present, the Consortium is
undergoing the approval process to
participate in Single Buyer’s New
Enhanced Dispatch Arrangement
(“NEDA”) programme.

The construction works for this project is
expected to commence by end 2024
and scheduled for commercial
operation by end 2025. (Page 15 of
AR2023)

A) What is the expected development
cost to be contributed by JAKS for
the new project under CGPP?
B) Considering JAKS's current
negative net cash position, how
does the Group plan to finance the
funds required for this project?

A) The total development cost for the project is being
worked out currently and estimated at approximately
RM130.0 million, funded by a combination of debt and
equity, of which JAKS’ portion is estimated to be
between RM15.0 – RM20.0 million.

B) The funding plan includes internally generated funds
such as dividend received from our oversea
operations, JAKS Hai Duong Power Limited Co

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho as posted in Jtiasa , 2025 shl be Glove theme play , esp 2nd Half 2025 after US policy is clear n firm ..Trump will take office at the presidential inauguration on Monday, 20 January 2025 .

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho oh Jaks had declared Dividend recently after 10 years :

OTHERS

JAKS RESOURCES BERHAD (“JAKS” OR THE “COMPANY”) FIRST SINGLE-TIER INTERIM DIVIDEND FOR THE FINANCIAL YEAR ENDING 31 DECEMBER 2024
2024-12-30 - 5:44 pm

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Kon ss leee set up June 2023 “ ROI competition “ Trap during Insas price is RM 0.835 , as some Big Names said Insas is Value Trap , with 1 year period.

2024 set up Jtiasa Trap by :

1.) kongang with aka id as Negative commentators to debate against Calvin in TSH , n to Promote Jtiasa .

2.) kongang with aka id as Promoters in Jtiasa:

a.) ValueInvestor as Estate Manager… will delete own posts … beware .

b.) An id as Fresh Graduate work in a Plantation company, asked for Kon ss leee advice as the Plantation Expert !

3.) just recalled why during debated against Kon ss leee TinKosongKonPetHuanbk on Dividend with DRP .. Kon ssleee defended her with RHB Dividend with DRP .. but Not Yinson Dividend with DRP ??? 🤔


4.) 2024 Jtiasa Tikuss Trapp oredi Trapped 2 One Man Fund Manager:

a. ) Serba Story Teller : Price Range RM 1.20 to RM 1.41 .

b.) Mr K2Y : sailang all his investment Capital … Price Range RM 1.42 to RM 1.53 from Volume 4 million to over 15 million , the Next Day PDT / PSS press down the Price with over 7.4 million shares … ( Double Top at RM 1.53 ) .. Today Jtiasa Price RM 1.30 .

Kon ss leee said earlier want to Tanam Trapped Tikuss ke …🤣😱🤔

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho on Yinson most illustrations hidden Risks :

Posted by jjohnchew > 7 hours ago | Report Abuse

QR October 2024 :

Non current contract asset : RM 4,754 m

Current contract asset : RM 634 m


👉Total Contract asset = RM 5,388 m

Total Loans n Borrowings = RM 19,373 m


👉The 3 units FPSO illustrated Debt Financing =. RM 12,400 million.


Non current Finance lease receivable = RM 14,520 million

Current Finance lease receivable = RM 240 million

👉> Total Finance lease receivable = RM 14,760 million 🤔 ( Assumption with Charter Contract 15 years + 5 years) .


Summary illustration:

👉Total Loans n Borrowings - Total Contract asset = RM 13,985 m

👉👉 Total Loans n Borrowings - Total Contract asset - Total Finance lease receivables = - 775 million ( ie : Profit RM 775 million over Charter Contract 15 years + 5 years , with assumption that at the End of the Charter Contract, Total Contract asset = RM 5,388 m , the reality is it shl be reducing over years ) .

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho now On :

Total Loans n Borrowings:


QR October 2024 :

Total Loans n Borrowings = RM 19,373 m = RM 19.37 billion

As illustrated earlier based on Production Capacity direct ratio :

1.) FPSO Atlanta: Capacity 50,000 bpd. First Oil on December 2024 .

2.) FPSO Maria : Capacity 70,000 bpd .
First Oil on October 2024 .

3.) FPSO Agogo : Capacity 120,000 bpd .
Scheduled to be First Oil by early 2026 .


Debt Financing = USD 1.3 billion x 2 = USD 2.6 billion = RM 12.4 billion.

👉( Note : FPSO Anna Nery First Oil on May 2023 , Capacity 70,000 bpd .)

FPSO Anna Nery Financing :

1.) 21/8/2021 : Sumitomo own 25 % with USD 670 million .

2.) 22/10/2024 : K Line own 11.8 % with USD 49 million.

Financing = USD 719 million = RM 3.22 billion

These 4 Latest FPSO Total Loans n Borrowings =.RM 12.4 billion + 3.22 billion =. RM 15.62 billions

QR October 2024 Total Loans n Borrowings RM 19.37 billion- RM 15.62 billion =. RM 3.75 billion.

👉👉 Question: Where is this Loans n Borrowings RM 3.75 billion is b/f From ????😱😱😱🤔

1.) From Renewable, but only :

Site investigation : 3700 MW

Projects secured : 1032 MW ( 2 to 5 years to COO ( construction, own n operate) ) .

Construction: 540 MW

COO : 557 MW



2.) From these Previous FPSO :


FPSO Jak : 74 %

FPSO Helang : 100 %

FPSO Abigail : 100 %

FPSO Lam Son : 49 %

Yinson Production is pleased to announce the extension of the charter contract for FPSO PTSC Lam Son. In continuation of the existing bareboat charter, the contract has been extended for a firm period of 18 months starting from 1 January 2025 to 30 June 2026, with an automatic extension for an additional six months until 31 December 2026, subject to certain conditions. The value of the extension of the bareboat charter contract (including the extension period) is approximately USD 36.2 million, of which approximately USD 17.7 million is attributable to Yinson Production. 

FPSO PTSC Lam Son is jointly owned by Yinson Production (49%) and PetroVietnam Technical Services Corporation (51%), through the joint venture PTSC Asia Pacific Pte. Ltd. The FPSO has been operating for PetroVietnam in Block 1-2/97 offshore Vietnam since 2014. 


FSO Bien : 49 %

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho why Yinson keep SBB le ? For

ESOS 2015 ?

ESOS 2023 ?


—-


Insider
YINSON HOLDINGS BHD buyback 407,000 shares from 2.610 to 2.660 on 02-Jan-2025.

2025-01-02
Insider
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) disposed 150,000 shares on 31-Dec-2024.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho no worries le , just like Kon ss leee promoted SCIB blowing with TP at least RM 1.00 by early 2025 … but did not know the Major is on Force Sell ( shares in Pledge Accounts) ..

Ss lee Yinson insiders’ shares r in Pledge Accounts ke … looks like what you said on Jaks CEO shl be more likely happen to Yinson insiders le …..

Posted by Philip ( buy what you understand) > 1 week ago | Report Abuse

Next kids will complain why yinson give out dividends.

>>>>>
jjohnchew

Hoho why Yinson keep SBB le ?

Posted by Philip ( buy what you understand) > 1 week ago | Report Abuse

Lucky more first oil no more repeating first oil nonsense

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho FPSO Atlanta First Oil is Delayed from May 2024 to end December 2024 …. How much is Revenue Loss !😱😱😱


Let’s do an illustration if Delayed A Day :

"In July 2023, Yinson Production exercised its option to purchase FPSO Atlanta, which includes a 15-year firm plus a five-year option contract for the supply, operations and maintenance with a total contract value of up to US$1.981 billion (US$1=RM4. 71),” it said in a joint statement.


USD 1.981 billion x 4.30 = RM 8.52 billion/ 15 years x 365 days

1st oil if delayed of 1 Day Shl incurred Revenue Loss = RM 1.56 million/ day

Another risk : Currency exchange rate USD to RM is dropped to 4.46 from 4.71 .

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho No worries.. Jaks started give out Dividend after 10 years .. is DY 3.7 % .

Yinson : DY
2020 : 1.18 %

2021 : 1.11 %

2022 : 1.34 %

2023 : 0.83 %

2024 : 1.22 %


—

Posted by Philip ( buy what you understand) > 2 hours ago | Report Abuse

Next kids will complain why yinson give out dividends.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho the old kidd Serba Story Teller Buy What U not Understand why no facts n figures le .. only nonsense 🐍n 🐉story .

Like promoted Harta at Rm 5.80 on early 2022 … blowing knew the Product cost after visited the Plant wow , what a Nonsense le … I am debated against him that ASP shl be Bottoming after March 2022 …


Old Kidd no facts n figures to support Yinson ke …

Posted by Philip ( buy what you understand) > 3 hours ago | Report Abuse

Lucky more first oil no more repeating first oil nonsense

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Kidd no worries le … Since Insiders’ shares are in Pledge Accounts, shl keep SBB le … if Not will be Margin Call le …

Like yr case in Serba n the subsidiaries ke ??

As yr earlier Top 4 Screenshot total is ard 100 million… then u posted 59 million, increase from 27 million to 59 million.., yr reply is due to Margin …..

Posted by Vdhawan > 1 week ago | Report Abuse

Yinson Production, the offshore business arm of Yinson Holdings Bhd, has secured an 18-month extension for the bareboat charter contract of its floating production storage and offloading (FPSO) unit operating in offshore Vietnam.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho this one ke as posted earlier:

Yinson Production is pleased to announce the extension of the charter contract for FPSO PTSC Lam Son. In continuation of the existing bareboat charter, the contract has been extended for a firm period of 18 months starting from 1 January 2025 to 30 June 2026, with an automatic extension for an additional six months until 31 December 2026, subject to certain conditions. The value of the extension of the bareboat charter contract (including the extension period) is approximately USD 36.2 million, of which approximately USD 17.7 million is attributable to Yinson Production.

FPSO PTSC Lam Son is jointly owned by Yinson Production (49%) and PetroVietnam Technical Services Corporation (51%), through the joint venture PTSC Asia Pacific Pte. Ltd. The FPSO has been operating for PetroVietnam in Block 1-2/97 offshore Vietnam since 2014.

Posted by jjohnchew > 1 week ago | Report Abuse

The value of the extension of the bareboat charter contract (including the extension period) is approximately USD 36.2 million, of which approximately USD 17.7 million is attributable to Yinson Production.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Kidd Serba Story Teller shl be getting madd n childish like in Jtiasa ke …if Yinson price is dropped below 2.68 …


Phillip .. Top 4 list screenshot ard March 2021

Yinson 5.35 After Bonus issue became 2.68

Note : April 2022 Bonus Issue 1 to 1 ….

Posted by Philip ( buy what you understand) > 1 week ago | Report Abuse

What revenue loss? The contract only starts after first oil. How to lose money if the contract only starts when oil is found

Posted by Philip ( buy what you understand) > 1 week ago | Report Abuse

So storyteller, tell me when your Jaks will pay out the dividend, which date will it do it and how it will actually pay the dividend ya?
Do you have any date for their dividend? Don't have? Why don't have? Running a scam to push dividend to next next year maybe so they can push share price up. Or transfer money to alp.

>>>>>
jjohnchew

Hoho No worries.. Jaks started give out Dividend after 10 years .. is DY

Only kids with no proficiency in investing actually look good at Jaks even after losing so much money

Posted by Philip ( buy what you understand) > 1 week ago | Report Abuse

Please tell more stories and make up more things. But do you dare take this bet?
Next quarter yinson earnings from maria quitera and Atlanta will be much much more than this quarter and more quarters to come. Do you dare take this bet?

If you lose please stay out of yinson thread forever. If you win I will apologize profusely to you and say you are hero investor.

Do you dare?

Posted by Huangbk72 > 1 week ago | Report Abuse

That useless Miketikus will not take up your bets

Many have been challenging him for years now and he prefer to bark from afar 😂

Unless, maybe perhaps he grow some balls in 2025 🤣

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho kesian le old Kidd like getting madd n childish in Jtiasa … said did not hold any Jtiasa share wow …🤣

If FPSO Atlanta First oil on Time as initially is scheduled on May 2024 … No Delay to 31 st December 2024 .. Revenue is generated since May 2024 lo … kesian Betul ni ini old Kidd ….

Posted by Philip ( buy what you understand) > 25 minutes ago | Report Abuse

What revenue loss? The contract only starts after first oil. How to lose money if the contract only starts when oil is found

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Jaks :

NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) : OTHER ISSUE OF SECURITIES

JAKS RESOURCES BERHAD (“JAKS” OR THE “COMPANY”) DIVIDEND REINVESTMENT PLAN APPLICABLE TO THE FIRST SINGLE-TIER INTERIM DIVIDEND OF 0.5 SEN PER SHARE FOR THE FINANCIAL YEAR ENDING 31 DECEMBER 2024 (“FIRST INTERIM DIVIDEND”) (“1st DRP”)
2025-01-02 - 5:27 pm

OTHERS

JAKS RESOURCES BERHAD (“JAKS” OR THE “COMPANY”) FIRST SINGLE-TIER INTERIM DIVIDEND FOR THE FINANCIAL YEAR ENDING 31 DECEMBER 2024
2024-12-30 -

Posted by JediMaster1 > 1 week ago | Report Abuse

Miketikus aka John is just a rat crossing the street that everyone wants to kill ! why wasted time challenge with the cross street rat 😂😂😂

Posted by JediMaster1 > 1 week ago | Report Abuse

Trash stock Jaks where got money to pay dividends they only have 3 mil at account ! Even pay salary they also headache to find money 😂😂

Posted by Holdom2040 > 1 week ago | Report Abuse

John, are u currently shorting Yinson? or u holding Yinson?

Posted by JediMaster1 > 1 week ago | Report Abuse

Miketikus aka John didn’t holding any single of Yinson share he only holding junk stock Jaks and bought at 0.32 he is here coz too free he like to find enemy every way 😂😂😂

Posted by Holdom2040 > 1 week ago | Report Abuse

Yeah, it is a rhetorical question.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Recap on illustration case study :

QR October 2024 :

Non current contract asset : RM 4,754 m

Current contract asset : RM 634 m


👉Total Contract asset = RM 5,388 m

Total Loans n Borrowings = RM 19,373 m


👉The 3 units FPSO illustrated Debt Financing =. RM 12,400 million.


Non current Finance lease receivable = RM 14,520 million

Current Finance lease receivable = RM 240 million

👉> Total Finance lease receivable = RM 14,760 million 🤔 ( Assumption with Charter Contract 15 years + 5 years) .


Summary illustration:

👉Total Loans n Borrowings - Total Contract asset = RM 13,985 m

👉👉 Total Loans n Borrowings - Total Contract asset - Total Finance lease receivables = - 775 million ( ie : Profit RM 775 million over Charter Contract 15 years + 5 years , with assumption that at the End of the Charter Contract, Total Contract asset = RM 5,388 m , the reality is it shl be reducing over years ) .

👉👉👉 Hoho TinKosongLeader Kon ss leee if illustration taking D&A 4% per year …..Total Contract Asset after 15 years + 5 years =. RM 1,078 m …. That means a critical hidden risk on :

😱 A.) Total Finance lease receivables unable to cover Total Loans n Borrowings as the illustration is with assumptions:

> did not include Interest Rate per year

> Total contract asset is No D&A .

B ) Total Finance lease receivables did not include Fpso Agogo charter contract USD 5.4 billion ( First Oil by early 2026 ) .

> Taking gross profit 40 % , ie … Shl be continue …..

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho no worries.. as said EPF n KWAP Fund Managers are Rotating yummy yummy either Price Up or Down with Yinson keep SBB …

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho JeDiMaster id :

1.) Lambo is delisted on October 2024 : use Alibaba/ YongKimFool / JeDi1985 as Promoter …

2.) Netx : used Scenery as Negative commentator…..

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho they have their Fund Managers on Price Up and Price Down.. both way also yummy yummy ..

Posted by jjohnchew > 16 minutes ago | Report Abuse

Hoho no worries.. as said EPF n KWAP Fund Managers are Rotating yummy yummy either Price Up or Down with Yinson keep SBB …

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Repost :

Hoho Yinson working Capital is only Last for 7 months … need to Refinancing ke like sold FPSO Anna Nery 11.8 % equity :

Where as Jaks working Capital is always can Last for 12 months : Current Ratio 1.04


>>>

Yinson :

Price : RM 2.64
NTA : RM 1.77

EPS 27.58 sen
Trailing PE (Sector Median: 9.7) 9.5
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.58 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %


Jaks :

Price : RM 0.135
NTA : RM 0.60

EPS 0.71 sen
Trailing PE (Sector Median: 21.5) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %

—-

Posted by JediMaster1 > 2 hours ago | Report Abuse

Miketikus aka John didn’t holding any single of Yinson share he only holding junk stock Jaks and bought at 0.32 he is here coz too free he like to find enemy every way 😂😂😂

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho so fast ke oredi deleted her post …🤣

👉👉👉Hoho KonFoxy aka Demusang aka 123theman aka Musang King aka stockgal, Loss Naked in Fintec …Best in Twisting without facts n figures …will delete own posts….beware ..


Hoho no wander lo .. FoxyLadyy


MrFox
MrFox | Joined since 2019-02-13

musangfoxking
musangfoxking | Joined since 2014-09-10

stockgal
fatfat | Joined since 2012-10-16


Hoho KonFoxy loss naked in Fintec
>>> Netx — Fintec( mother ) — Adamas HK stock / Nasdaq ( Grandma , Loss in HK Well known restaurant bond n a China mines company bond ).


“ Words of Wisdom “ 🤥🤣🤣🤣

Fintec >>>

2017 : share consolidation 3 into 1

2017 : RI

Nov 2020 : RI at RM 0.08

Apr 2024 : share consolidation 30 into 1


—-

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho chamloh … Finance Costs :

QR October 2024 RM 443 million

QR October 2023 RM 244 million..


Total Finance lease receivables Cukup bayar tak ???😱🤔

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho ss lee yr predictions on Jaks may be happen on Yinson le :

1.) Insider kena Margin Call ?

2.) bankruptcy ??

Posted by Sslee > 1 week ago | Report Abuse

The total assets in the financial BS as at Dec 2024 will generate the below revenue and that revenue will be used for working capital, loan repayment, interest payment, SBB, dividend payment and etc)
Can you understand donkey!

You can even work out the yearly revenue from Yinson Dec 24 corporate presentation

Repost:

From Yinson Dec 24 corporate presentation
FSPO contract backlog of USD 21.9 billion until 2048

Solar power plant forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs

Posted by Sslee > 1 week ago | Report Abuse

Repost:
Just a simple summary:
EBITDA is expected to reach about USD 1 billion annually from 2026.

Free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates

And if interest rate drop then FCF will be more.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho TinKosongLeader Konsslee why give yr gang so many names le :

1.) donkey
2.) Dumbasxxx
3.) low iq le …..

Posted by jjohnchew > 1 week ago | Report Abuse

Summary illustration:

👉Total Loans n Borrowings - Total Contract asset = RM 13,985 m

👉👉 Total Loans n Borrowings - Total Contract asset - Total Finance lease receivables = - 775 million ( ie : Profit RM 775 million over Charter Contract 15 years + 5 years , with assumption that at the End of the Charter Contract, Total Contract asset = RM 5,388 m , the reality is it shl be reducing over years ) .

👉👉👉 Hoho TinKosongLeader Kon ss leee if illustration taking D&A 4% per year …..Total Contract Asset after 15 years + 5 years =. RM 1,078 m …. That means a critical hidden risk on :

😱 A.) Total Finance lease receivables unable to cover Total Loans n Borrowings as the illustration is with assumptions:

> did not include Interest Rate per year

> Total contract asset is No D&A .

B ) Total Finance lease receivables did not include Fpso Agogo charter contract USD 5.4 billion ( First Oil by early 2026 ) .

> Taking gross profit 40 % , ie … Shl be continue …..

Continue…

> Gross profit 40 % =. RM 9.7 billion - 4.3 billion =RM 5.4 billion …

👉Assumption: Taking interest rate 9 % , ( FY2024 Annual Report , USD Loans interest rate is 12 % and 13.88 % )

Total Loans n Borrowings = RM 19,373 m x 0.09 = RM 1.74 billion

Compared to QR October 2024 , Finance Cost = RM 0.443 billion x 4 = RM 1.77 billion .

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho as posted earlier Solar RE electricity projects like LSS5 2000MW EPCC RM 7.2 billion… IRR is getting Low n Lower with single low digit … Shl tied up investment Capital for Yearssss…unless is 100 % Financing…

See Jaks , Solarvest, Sunview and Gading Kencana are Not shortlisted on current LSS5 ….These 4 companies r the LSS4 n CGPP Solar RE Winners ….
Solarvest play as EPC role as well in LSS4 , not only EPCC … taken EPC construction contract …

—-

Posted by Sslee > 45 minutes ago | Report Abuse

The total assets in the financial BS as at Dec 2024 will generate the below revenue and that revenue will be used for working capital, loan repayment, interest payment, SBB, dividend payment and etc)
Can you understand donkey!

You can even work out the yearly revenue from Yinson Dec 24 corporate presentation

Repost:

From Yinson Dec 24 corporate presentation
FSPO contract backlog of USD 21.9 billion until 2048

Solar power plant forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs

Posted by jjohnchew > 1 week ago | Report Abuse

Jaks LSS4 50MW RE Solar in Penang :
which is the asset owner of the solar farm .. is COD on August 2023 with TNB 25 years PPA …. CAPEX is RM 200 million:


>QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18.11 %


>QR ended June 2024 :

👉 Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %


>QR ended September 2024 :

👉 Revenue : 4.7 million, Profit RM 0.3 million.. 6.38 %


👉👉 Average Profit % for 9 months of 2024 is 10.94 %

-

👉👉 Average Profit % for Half year 2024 is 13.22 % … compared to Yinson Half year ( February to July 2024 ) FY2025 is 13.85 % ( RE in India )

Posted by Sslee > 1 week ago | Report Abuse

A donkey will still be a donkey no matter how you want to teach him some very basic finance.

Did the donkey know what is jaks revenue? From that revenue can jaks pay bank interest, bank borrowing, working capital, dividend and etc?

Maybe everyone should tell that donkey jaks is a good buy so that he can/will buy more.

But then again who know maybe he also do not owned any jak shares. He just likes to kaki kong, kaki song.

Posted by jjohnchew > 1 week ago | Report Abuse

Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


👉4.) FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million