Posted by jjohnchew > 5 days ago | Report Abuse

Hoho oh old kidds Serba Story Teller Buy what u Not Understand want to know what are the Contracts that Jaks had signed on the Vietnam JV Power Plant .. even Government guarantee (GGU)…

Posted by JediMaster1 > 5 days ago | Report Abuse

None of the investors will interested your trash stock Jaks even you promoted 7/24 is useless 😆

Posted by jjohnchew > 5 days ago | Report Abuse

Posted by Sslee > 22 minutes ago | Report Abuse
Yearly revenue from 
FPSO Agogo USD million 4600/15 = 306.67 (2026 onward) 
FPSO Atlanta USD million 1700/15 = 113.33 
FPSO Maria Quitéria USD million 5300/22.5= 235.56 
FPSO Anna Nery USD 5700/25 = 228.00 
Total USD 883.56 million


>>> >>>

👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year .

Administrative Expenses RM 185 m x 4 = RM 740 m / year …

QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .


Assumption : As 60 % of Term Loans per QR January 2024 is maturity between 2 to 5 years..

👉Total Loans to be paid in 10 years = RM 1937 million/ year

Total expenses ( excluded Hedge , SBB ) / year = RM 4,420.3 million



👉👉Total Loans to be paid in 15 years = RM 1291.3 million/ year

Total expenses ( excluded Hedge , SBB ) / year = RM 3774.6 million


👉👉👉Total Loans to be paid in 25 years = RM 774.8 million/ year

Total expenses ( excluded Hedge , SBB ) / year = RM 3258.1 million

( Note : FPSO Anna Nery USD 5700/25 = 228.00 … is 63.2 % owned by Yinson . ) 


Posted by Sslee > 5 days ago | Report Abuse

FSPO
YTD Q1 FYE 2024(RM’ mil)
YTD Q1FYE 2025 (RM’ mil)
Variance (RM’ mil)
Revenue 365 651 286
Gross Profit 213 433 220
EBITDA 250 468 218
Core PATAMI 104 177 73
 Increase in revenue was due to fresh contribution from FPSO Anna Nery’s
operation since first oil was achieved on 7 May 2023.

Gross profit 433/651 = 66.51%
EBITDA 468/651= 71.89%
PATAMI 177/651 = 27.19%

And Yearly revenue from
FPSO Agogo USD million 4600/15 = 306.67 (2026 onward)
FPSO Atlanta USD million 1700/15 = 113.33
FPSO Maria Quitéria USD million 5300/22.5= 235.56
FPSO Anna Nery USD 5700/25 = 228.00
Total USD 883.56 million

Addition revenue after year 2026
FPSO Agogo USD million 4600/15 = 306.67 (2026 onward)
FPSO Atlanta USD million 1700/15 = 113.33
FPSO Maria Quitéria USD million 5300/22.5= 235.56
Addition USD 655.56 million per year
Per quarter USD163.89 million
USD/MYR 4.5 equalvant RM 737.505 million

Total per quarter revenue RM 651+738= RM 1,389 million
EBITDA 71.89% = RM 998.55 million
Gross profit 66.51% = RM 923.83 million
PATAMI 27.19% = RM 377.67

Above only for FPSO operation.
BOD already replied at AGM
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

Posted by jjohnchew > 5 days ago | Report Abuse

Repost :

Hoho this is interesting le n worrying:

> On 7 May 2023, Yinson Production delivered FPSO Anna Nery. Since first oil was achieved, FPSO Anna Nery has been delivering impressive operational results. In FYE 2024, FPSO Anna Nery contributed RM1.2 billion* and RM547 million* in FPSO Operations revenue and PAT respectively.


Segment information:

> For the 12 months period ended January 2024 :

> FPSO Operations: Gross Revenue 2769 million- Elimination 431 million = 2338 million

Results: + 1394 million


> For the 6 months period ended July 2024 :

>FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million


Yinson


👉👉Question 1 : is FPSO Anna Nery contributing ard 50 % Revenue n Profit out of the 6 Operating FPSO ? ( excluded FPSO Atlanta n FPSO Maria ) . ? 😱

And the ownership is reduced from 75 % to 64 % recently due to Refinancing !!!😱😱😱🤔


—-
Yinson :


FPSO Jak : 74 %

FPSO Helang : 100 %

FPSO Abigail : 100 %

FPSO Anna Nery : 75 % ( recently is reduced to 64 % , 1st oil on May 2023 ) .

FPSO Atlanta : 100 % ( initial 1st oil is scheduled by May 2024 .. then August 2024 .. then ?? )

FPSO Maria : 100 % ( 1st oil on October 2024 )

FPSO Agogo : 100 % ( still in Construction, 1st oil is scheduled by early 2026 )

FPSO Lam Son : 49 %

FSO Bien : 49 %

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho very interesting le on the Elimination figures …..

Segment information:

> For the 12 months period ended January 2024 :

> FPSO Operations: Gross Revenue 2769 million- Elimination 431 million = 2338 million

Results: + 1394 million


> For the 6 months period ended July 2024 :

>FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million

Posted by Sslee > 5 days ago | Report Abuse

By the way the 97 MWp Matarani Solar Project becomes the first operational solar plant in Peru to
be financed through a USD59 million senior secured green financing backed by IDB Invest and Natixis Corporate & Investment Banking.

Q3 FY2025 Revenue: RM 47 million. EBITDA RM 36 million
Matarani Solar commenced its full operational phase in September 2024 (Q3 FY2025)

Know what is the figure for JAKS' LSS4?

Posted by JediMaster1 > 5 days ago | Report Abuse

Trassh stock Jaks wouldn’t secure any of the LSS4 * this is definitely Miketikus aka John self created fake news * 😂😂😂

Posted by JediMaster1 > 5 days ago | Report Abuse

Miketikus aka donkey john hobby is created fake news ! Created false facts and figures ! 😆

Posted by jjohnchew > 5 days ago | Report Abuse

QR October 2024 :

Segment information:

For the Nine months period ended 31 October 2024 :

Gross Revenue : RM 127 million
Elimination. : RM 14 million
Net Revenue. : RM 113 million

Segment Results: RM 19 million


—

Posted by Sslee > 38 minutes ago | Report Abuse
By the way the 97 MWp Matarani Solar Project becomes the first operational solar plant in Peru to 
be financed through a USD59 million senior secured green financing backed by IDB Invest and Natixis Corporate & Investment Banking. 

Q3 FY2025 Revenue: RM 47 million. EBITDA RM 36 million 
Matarani Solar commenced its full operational phase in September 2024 (Q3 FY2025) 

Know what is the figure for JAKS' LSS4?

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho so interesting le .. an article on Jaks LSS4 50 MW Solar project in Penang :


Case study: JAKS Solar Nibong Tebal’s multilateral financing facility

By
Marlena Kareem
January 31, 2023

JAKS Solar Nibong Tebal (JAKS Solar), a wholly-owned subsidiary of JAKS Resources, obtained a RM112.5 million (US$26.5 million) financing facility from AmBank Islamic in March 2022 as part of a multilateral financing facility worth RM220 million (US$51.82 million).


AmBank Islamic provided the Islamic portion of the facilities while United Overseas Bank (UOB) provided conventional facilities worth RM125 million (US$29.44 million).


The facilities will fund the development of a 50 MW fourth large-scale solar (LSS4) photovoltaic plant in Seberang Perai Selatan, in the state of Penang in Malaysia in addition to financing working capital requirements.


While JAKS Resources’s principal activity is the construction of power plants, JAKS Solar was incorporated specifically to undertake the development of the LSS4 photovoltaic plant in Penang.


The underlying asset for the multilateral facility is the solar plant which is inherently a sustainable power generation facility.
The Islamic facilities in the multilateral financing comprise a Murabahah Tawaruq term financing facility worth RM80 million (US$18.84 million), two bank guarantees worth RM27.5 million (US$6.48 million) combined and a Murabahah Tawaruq cash line facility worth RM5 million (US$1.18 million).


The bank guarantees consist of a RM10 million (US$2.35 million) facility with a complementary term financing facility with a limit of up to RM10 million and a second bank guarantee of RM17.5 million (US$4.12 million) with a Murabahah Tawarruq complementary term financing facility with a limit of up to RM17.5 million.


👉👉 According to Ng Kit Ho, the senior vice-president of loan markets and debt markets 1 at AmInvestment Bank, the primary challenge faced by the bank in executing the financing facility was the time constraint.


“The time between execution of the power purchase agreement and financials was extremely tight (four months) and was over the festive period,” Ng told ISFI.


According to Albar & Partners, which acted as the legal counsel on behalf of the financiers in this multilateral financing facility, the guarantees required in the facility also posed a challenge.


“Tenaga Nasional, as the off-taker of the power project, would only accept one single performance guarantee for the performance of the borrower under this power project, therefore AmBank Islamic and UOB were required to enter into a fronting arrangement for AmBank Islamic to issue a bank guarantee to UOB as a fronting guarantor, who shall then issue its own conventional bank guarantee to TNB as the performance bond of the power project on behalf of the borrower,” the law firm shared.


👉👉👉 While sustainability-linked financing is steadily increasing in popularity as a financing cost-saving mechanism, Ng shared that JAKS Solar had considered sustainability-linked financing but ultimately decided against it.

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho as usual TinKosongLeader Kon ss leee Kon maths ke …

97 MWp Matarani Solar Project becomes the first operational solar plant in Peru

Understand this Solar Plant in Peru dessert… interesting lo :

1.) What is the equity n loans % ? EPCC value ?
2.) What is the Power Purchase Agreement period ?
3.) If it is not 100 % financing, investment Capital shl be tied up for years..sss …like LSS4 n LSS5 Winners….


——

Posted by jjohnchew > 10 minutes ago | Report Abuse
QR October 2024 : 

Segment information: 

For the Nine months period ended 31 October 2024 : 

Gross Revenue : RM 127 million 
Elimination. : RM 14 million 
Net Revenue. : RM 113 million 

Segment Results: RM 19 million 





— 

Posted by Sslee > 38 minutes ago | Report Abuse 
By the way the 97 MWp Matarani Solar Project becomes the first operational solar plant in Peru to 
be financed through a USD59 million senior secured green financing backed by IDB Invest and Natixis Corporate & Investment Banking. 

Q3 FY2025 Revenue: RM 47 million. EBITDA RM 36 million 
Matarani Solar commenced its full operational phase in September 2024 (Q3 FY2025) 

Know what is the figure for JAKS' LSS4?

Posted by JediMaster1 > 5 days ago | Report Abuse

No matter how you bad mouth Yinson this stock will fly up to the world higher mountain * peak of Mount Everest *📈📈📈

No matter how you twist the facts and figures of trash stock Jaks the result still remains the same and junk stock Jaks will slowly die forever 📉📉📉

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho for Solar RE Plant / Farm … not just look into the Revenue n Profit % .. but also ROI on the Investment Capital … Solarvest with Current Ratio 0.27 ,
Debt-Equity (DE) Ratio 1.23 …..

Started EPCC n EPC construction contract in LSS4 …

Jaks , Solarvest, Sunview n Gading Kencana are Not shortlisted in LSS5 2000 MW EPCC RM 7.2 billion… these 4 companies are LSS4 n CGPP Solar Projects Winners …

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho Jaks LSS4 50MW Solar project in Penang is COD on August 2023 :

Capex : RM 200 million
Land : freehold land in Penang as asset owner of the Solar Farm .
Financing : RM 220 million.

Posted by JediMaster1 > 4 days ago | Report Abuse

Trash stock Jaks still headache to find money to cover hole the company only have 3 million in account i don’t think this trash company can secure any of the LSS 😆

Posted by JediMaster1 > 4 days ago | Report Abuse

Even you promoted 7/24 here the junk stock Jaks still remained as status * Junk Stock *

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho If Yinson Solar RE segment investment is Not 100 % financing… working capital shl be tied up …

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Why Jaks is announced on 30/12/2024 given out Dividend after 10 years is No Dividend!👍🤔

Posted by JediMaster1 > 20 minutes ago | Report Abuse

Trash stock Jaks still headache to find money to cover hole the company only have 3 million in account i don’t think this trash company can secure any of the LSS 😆

Posted by jjohnchew > 4 days ago | Report Abuse

Jaks

QR September 2024 :

Deposits placed with licensed banks : RM 12.1 million

Cash and bank balances : RM 23.8 million.

Posted by JediMaster1 > 4 days ago | Report Abuse

* The answer is attract water fish jump in this trash stock Jaks *

jjohnchew

Hoho Why Jaks is announced on 30/12/2024 given out Dividend after 10 years is No Dividend!👍🤔

Posted by JediMaster1 > 4 days ago | Report Abuse

Not every one blind like you miketikus @ donkey john the latest qr shown that cash available bal is 3 million so the additional 20 million is contributed by you 😂😂😂

Stock: [YINSON]: YINSON HOLDINGS BHD

58 minutes ago | Report Abuse


Jaks

QR September 2024 :

Deposits placed with licensed banks : RM 12.1 million

Cash and bank balances : RM 23.8 million.

Posted by cockcanfly > 4 days ago | Report Abuse

1 lot gang out in full force today.....LOL

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho just to simplify:

👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year .


QR October 2024 : Revenue RM 1900 million, ie 50 % contribution from FPSO Anna Nery … >>> 1900/2 x 4 = RM 3800 million/ year .

Total Revenue/ year = RM 7776 million

👉 Gross Profit 40 % =. RM 3110.4 million


Administrative Expenses RM 185 m x 4 = RM 740 m / year …


QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .


👉 Total Loans to be paid in 25 years = RM 774.8 million/ year


👉👉 Total expenses ( excluded Hedge , SBB ) / year = RM 3258.1 million


👉👉👉 Total Expenses / year - Total Gross Profit / year = RM 147.7 million , ie : SHORT of Expenses Fund RM 147.7 million.

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho TinKosongLeader Konssleee , chamloh why ah :

Yinson : Net Cash Flows used in Operating activities ( RM 2,733 million )


Yinson : Net Cash Flows used in Investing activities ( RM 248 million )


Yinson : Net Cash Flows generated from financing activities RM 2,978 million.

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho btw Ss lee what happened to Jtiasa … from Double Top RM 1.53 is dropped to today RM 1.27 .. going to be Lower Low RM 1.15 ke ???

Ss leee see what waves is coming.. u unloading ke ???🤣🤫

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho TinKosongLeader Kon ss leee see what ppl posted in Jtiasa …



Posted by speakup > 2 hours ago | Report Abuse

Boooo choowwwww 1.27 support broken. Where next support level?

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho such Low DY … Less than Banks interest rate … and High Risk of getting insolvency …. Market Cap 8.63 billion wow ,


Dividend Yield :

2024 : 1.22 %
2023 : 0.83 %
2022 : 1.34 %
2021 : 1.11 %
2020 : 1.18 %

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho Je-dieMasker loss naked in Lambo ( is delisted on October 2024 ) until mentally depression ke .. used id Alibaba/ YongKimFool / JeDi1985 as Promoter since 2020 ….


Why yr posts only started on end August 2024 … after bullshittting without facts n figures own deleted …


JediMaster1
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Stock: [JAKS]: JAKS RESOURCES BERHAD
2024-08-30 08:19 | Report Abuse

Very sure JAKS will Bankruptcy and go 0 valua in one day !!!

Posted by JediMaster1 > 4 days ago | Report Abuse

That is nothing to be surprised trash stock Jaks become * ZERO VALUE * 😂

Posted by JediMaster1 > 4 days ago | Report Abuse

I repeat again Lambo is similar to your junk stock Jaks both are trash stock and both are your kind of stock ! FYI my portfolio only have those stock similar to Yinson with great prospects and bright future 😆

Posted by jjohnchew > 3 days ago | Report Abuse

Hoho wandering what is Yinson cash n cash equivalents ???

Posted by JediMaster1 > 3 days ago | Report Abuse

Yinson no cash issues ! since Atlanta & Maria first oil we saw the big issue for your trash stock Jaks they only have 3 million in account and hungry for cash 😂😂😂

Posted by JediMaster1 > 3 days ago | Report Abuse

What is 3 millions can do for your junk stock Jasks ! so sad that is not enough to pay staff salary ! 😆

Posted by Holdom2040 > 3 days ago | Report Abuse

Wonder why Yinson didnt announce FPSO atlanta first oil

Posted by jjohnchew > 3 days ago | Report Abuse

Posted Date: 01 Jan, 2025

Yinson Production is pleased to announce that FPSO Atlanta has achieved first oil on 31 December 2024, following a successful 72-hour test. This marks the commencement of the project’s firm charter, with contracted day rates being paid to Yinson Production for a period of 15 years, until 2039.
The project has also achieved an impressive safety milestone of 9.8 million man-hours without lost time incident.
FPSO Atlanta is the third asset in Yinson Production's fleet to operate in Brazil after the successful delivery of FPSO Maria Quitéria in October 2024 and FPSO Anna Nery in May 2023

Posted by jjohnchew > 3 days ago | Report Abuse

Hoho just to simplify:

👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year .


QR October 2024 : Revenue RM 1900 million, ie 50 % contribution from FPSO Anna Nery … >>> 1900/2 x 4 = RM 3800 million/ year .

Total Revenue/ year = RM 7776 million

👉 Gross Profit 40 % =. RM 3110.4 million


Administrative Expenses RM 185 m x 4 = RM 740 m / year …


QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .


👉 Total Loans to be paid in 25 years = RM 774.8 million/ year


👉👉 Total expenses ( excluded Hedge , SBB ) / year = RM 3258.1 million


👉👉👉 Total Expenses / year - Total Gross Profit / year = RM 147.7 million , ie : SHORT of Expenses Fund RM 147.7 million.

Posted by jjohnchew > 3 days ago | Report Abuse

QR October 2024 :

Hoho USD 49 million is ard RM 210 million.. QR ended October 2024 with Profit RM 200 million and Total Loans n Borrowings is Reduced by RM 207 million.

…just keep selling assets n FPSO equities in order Account book looks Good le ….

no worries le .. FPSO Maria is First Oil on October 2024 .. now can start Refinancing also ….

Refinancing on October 2024 sold 11.8 % equity of FPSO Anna Nery … ownership is reduced from 75 % to 63.2 % !😱

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


Yinson divests its offshore support vessel business for RM160mil
By DIYANA ISAMUDIN
September 1, 2024 @ 2:59pm

Posted by Holdom2040 > 3 days ago | Report Abuse

I mean post to Bursa.

Posted by Holdom2040 > 3 days ago | Report Abuse

Bursa announcement

Posted by jjohnchew > 3 days ago | Report Abuse

Hoho nothing more to sell / dispose of…only FPSO Maria n Atlanta liaw …

Posted by jjohnchew > 3 days ago | Report Abuse

Hoho oh I see …


—

Posted by Holdom2040 > 9 seconds ago | Report Abuse

Bursa announcement

Posted by jjohnchew > 3 days ago | Report Abuse

Hoho no worries.. like Armada CEO case .. got a One Off Big Maintenance Order RM 600 million before Resigned …

Posted by jjohnchew > 3 days ago | Report Abuse

Hoho don’t play play le .. I am respect the Group CFO le Finance Lease to Operating Lease with those Big Elimination figures le ….

Posted by Holdom2040 > 3 days ago | Report Abuse

Jjohnchew, u must be large shareholder of Yinson. U want to push down the price for your own to collect. I know i know

Posted by JediMaster1 > 3 days ago | Report Abuse

FYI miketikus aka donkey john didn’t hold any single of Yinson share he is here coz too free and he like to set fire in all i3 forum !

Posted by Bullrun18 > 3 days ago | Report Abuse

Fpso Atlanta first oil on 31 dec 2024

https://www.yinson.com/highlights/YP-FPSO-Atlanta-achieves-first-oil/

Posted by Holdom2040 > 3 days ago | Report Abuse

Bullrun

I mean bursa announcement.

Posted by Holdom2040 > 3 days ago | Report Abuse

Last time fpso maria, they st8 announce on bursa. This time/ atlanta, didnt

Posted by Bullrun18 > 3 days ago | Report Abuse

usually don't need bursa announcement company announce should be fine .