Posted by rl68 > 2024-06-26 20:56 | Report Abuse

@M3T0123,tq.

Posted by bullrun168 > 2024-07-02 08:54 | Report Abuse

Walaoeh, oil price spike up crazily !
Brent closed at=> $86.60 +1.60 +1.88 %
Like that today Yinson going to limit up already liao lah !
Heng ah, Ong ah, Huat ah !

Posted by Vdhawan > 2024-07-02 16:19 | Report Abuse

HLIB said there are many FPSO projects expected from 2024-2028 in South America and Africa, adding that it sees MISC and Yinson eyeing some of these projects

Posted by M3T0123 > 2024-07-02 16:36 | Report Abuse

@Vdhawan, Eni's Baleine Phase 3 is one of them...https://www.upstreamonline.com/exclusive/malaysia-player-set-to-scour-market-for-africa-fpso-topsides-modules/2-1-1666960

Posted by Vdhawan > 2024-07-04 14:37 | Report Abuse

Can't read all, M3T0123. Need to pay 😅

Posted by SharehlderOppression > 2024-07-11 16:50 | Report Abuse

AmInvestment bias towards Yinson and Lagenda despite creative accounting claims and bribery scandal. My sources say is because they are big corporate customers of the bank and hence afraid to offend the bosses.

Posted by raymondroy > 2024-07-11 17:00 | Report Abuse

wow this is uncalled for yinson..... being grouped with creative acct and bribe !!! any proof???

Posted by Bullrun18 > 2024-07-11 18:33 | Report Abuse

Definitely this fella don't have proof coz he the one creating the fake story here......

Posted by Bullrun18 > 2024-07-12 15:49 | Report Abuse

Yinson’s investment in Brazil’s energy sector to grow
https://www.thestar.com.my/business/business-news/2024/07/11/yinsons-investment-in-brazils-energy-sector-to-grow

Posted by SharehlderOppression > 2024-07-12 16:42 | Report Abuse

My concern is conflict of interest.
AmInvestment head of research will be fired if Yinson is being portrayed negatively, since Yinson is their premier client. Should be placed on their blackout list.

Posted by jocabis > 2024-07-14 00:52 | Report Abuse

https://www.msn.com/en-my/money/topstories/never-a-lazy-balance-sheet-for-yinson/ar-BB1pEmMK

Posted by Mabel > 2024-07-19 11:41 | Report Abuse

MT Newswires
Jul 17 19:45

Yinson Holdings (KLSE:YINSON) bought back 900,000 shares for 2.2 million ringgits, according to a Wednesday Malaysian bourse disclosure.

The shares were repurchased at between 2.380 ringgits and 2.390 ringgits apiece, the filing said.

Price (MYR): $2.38, Change: $-0.02, Percent Change: -0.83%

Posted by Mabel > 2024-07-29 23:13 | Report Abuse

Company recently bought back 41m of its own shares at about RM2.35 avg. That's almost RM100m or about 1.3% of total shares…

I suppose the Buying is almost done.

Posted by Skywalker00 > 2024-08-01 10:56 | Report Abuse

But is the selling DONE..?..?

Posted by BursaVulture > 2024-08-02 01:59 | Report Abuse

so many years liao... sideways.... can fly or not?

Posted by raymondroy > 2024-08-02 02:44 | Report Abuse

gem of a counter, sad that it operates in a high risk sector of the oil and gas .....FPSO business, where vendors fork out bulk of financing with hope of recouping the investment + returns over time, and as more contracts are added on, more debts are unfortunately added as well.... company with the largest book order in the whole of bursa..... who can match that :-) not for the faint hearted,, all the best yinson....... cheers

Posted by Bullrun18 > 2024-08-03 09:53 | Report Abuse

Yinson still bold and hungry, unfazed by debt

https://www.klsescreener.com/v2/news/view/1369287/yinson-still-bold-and-hungry-unfazed-by-debt

Posted by Mabel > 2024-08-03 15:53 | Report Abuse

https://www.oedigital.com/news/515554-all-subsea-systems-for-fpso-atlanta-done-with-first-oil-expected-in-august

$YINSON / 7293 (YINSON HOLDINGS BERHAD)'s FPSO Atlanta on schedule for first oil in August 2024.

Meanwhile Mabel Energy Yinson is on target.

Ongoing activities currently include mandatory adaptations by regulatory agencies, final testing, and commissioning, which will conclude the operational activities scheduled to start production on the new platform, pending the issuance of environmental operating license and authorization from Brazil’s National Agency of Petroleum, Natural Gas, and Biofuels (ANP).

Malaysia’s Yinson Production, the FPSO Atlanta has the capacity to process 50,000 barrels of oil per day, 140,000 barrels of water per day, and store 1.6 million barrels of oil.

It will replace Petrojarl I FPSO at Atlanta field, which has a production capacity of 30,000 barrels of oil per day and a storage capacity of 180,000.

Posted by Bullrun18 > 2024-08-04 09:12 | Report Abuse

FPSO Maria Quitéria finished the long 3 months journey finally reached Jubarte oil field will start the connection soon .......

Posted by aklobi > 2024-08-07 17:46 | Report Abuse

Bought yesterday @2.33

Posted by Skywalker00 > 2024-08-12 23:12 | Report Abuse

So aggressive share buyback bcos EPF selling. Surprised that they are using so high interest funds to do it...!!!!

Posted by Brutus > 2024-08-13 18:41 | Report Abuse

@Skywalker00, they SBB because need to support their DRP because they set @ 2.36. Otherwise no one will subscribe as can get cheaper from open market!

Posted by Vdhawan > 2024-08-14 20:21 | Report Abuse

EPF sell Yinson to buy Inari ...?

Posted by Bullrun18 > 2024-08-14 21:11 | Report Abuse

EPF disposal 100 mil YTL share between 2021 to 2023 price around 60 to 80 cents look at YTL share price now are they regret to disposals the share to early ….

Posted by speakup > 2024-08-14 21:24 | Report Abuse

epf fund manager should be fired

Posted by raymondroy > 2024-08-14 21:40 | Report Abuse

each time mngt buysback shares..... the message that goes out is the company's future returns is more that the 7-8% cost that it pays for financing, and everytime it buys, shareholders get accretion in their shareholding.... hope this makes sense

Posted by BursaVulture > 2024-08-15 12:25 | Report Abuse

Finally FPSO Maria Quiteria arrived at the JUBARTE FIELD.
First oil expected at 3Q24, means around September.
USD624k/day rate.

Atlanta only US$210,000/day.

https://www.marinetraffic.com/en/ais/home/shipid:8803162/zoom:10

The next big pay is Agogo at USD726k/day, first oil expected at 1Q26. Which is a long way, unless they managed to complete the conversion 5 or 6 months ahead like Maria, then maybe first oil at mid or end of 2025.

Posted by EngineeringProfit > 2024-08-15 12:46 | Report Abuse

After keeping so long baru ada profits

Posted by raymondroy > 2024-08-15 15:33 | Report Abuse

when all counters terumbang ambing .... yinson is shining as the true gem it is :-) happy to see this

Posted by Mabel > 2024-08-16 10:45 | Report Abuse

It's looking good guys...

Posted by Mabel > 2024-08-16 12:24 | Report Abuse

For the 1st time, Chart is looking good...hihihi

Posted by EngineeringProfit > 2024-08-16 15:12 | Report Abuse

Kenyang

Posted by klee > 2024-08-16 15:40 | Report Abuse

hoot9e

Posted by noahUK > 2024-08-16 15:45 | Report Abuse

Yinson Holdings Bhd is a prominent Malaysian company primarily involved in offshore production and support services for the oil and gas industry. When considering investing in or partnering with Yinson, one might reflect on its strong market position, innovative solutions, and track record of successful project execution.

However, it's also essential to consider potential risks

https://pikashowsapps.org/

such as the volatility of the oil and gas market and environmental concerns. Overall, Yinson's growth potential and strategic direction could make it an attractive option for stakeholders.

Posted by Vdhawan > 2024-08-16 15:48 | Report Abuse

Yinson still bold & hungry, unfazed by debt 👍
https://theedgemalaysia.com/node/721706

Posted by BursaVulture > 2024-08-16 17:16 | Report Abuse

@noahUK

"volatility of the oil and gas market"

What do you meant by that? You never attend their AGM or read reports/articles about Yinson? Oil price can go up or down, it doesn't effect Yinson's profit. They signed a fixed contract for a fixed amount regardless of the price of oil. What volatility are you talking about?

Posted by Johnchew5 > 2024-08-16 18:28 | Report Abuse

KUALA LUMPUR (Aug 14): Ranhill Utilities Bhd (KL:RANHILL) posted a 45.8% decline in net profit to RM6.53 million in the second quarter ended June 30, 2024 (2QFY2024), from RM12.06 million a year ago, dragged down by an RM8 million reversal of profits previously recognised by its 51% owned-subsidiary Ranhill Worley Sdn Bhd.

In a filing with the local bourse on Tuesday, the group said the profit reversal was related to the oil and gas (O&G) segment in the design engineering services for a floating production, storage and offloading vessel job for a Brazilian O&G producer.

Posted by Sslee > 2024-08-16 19:04 | Report Abuse

Aiyoyo attention seeker Mike/John-tikus come to Yinson forum to learn waves counting or just to seek attention?

Posted by Sslee > 2024-08-16 19:16 | Report Abuse

Connections completed for FPSO Atlanta's 1st oil
Rio de Janeiro, July 30, 2024
Enauta Participações S.A. informs that all subsea system and lines connections with the FPSO Atlanta for first oil have been completed. Ongoing activities currently include mandatory adaptations byregulatory
agencies, final testing, and commissioning, which will conclude the operational activities scheduled to start production on the new platform, pending the issuance of environmental operating license and
authorization from Brazil’s National Agency of Petroleum, Natural Gas, and Biofuels (ANP).

The implementation of Atlanta’s Definitive System has remained in line with established timeline when the project investment was sanctioned in February 2022. The illustration below presents the project’s main
delivery and execution milestones throughout 2023 and 2024. In the coming weeks, the installation campaign for the second multiphase pumping module and the connection of additional wells will commence, which will enhance FPSO Atlanta's production as planned

Posted by Mabel > 2024-08-16 19:52 | Report Abuse

Hahaha it has been a productive Friday…

Lady Sapnrg is on target to submit Regulation Plan, todays she purrr and climb 14.29%

Yinson FPSO Maria Quiteria arrived in Brazil, today she purrs and climb 7.2%

PETRONAS Chemicals registers higher net profit of RM777mil in 2Q, declares 10c div/share. Today she purrs and climbs 6.23%

Sheikh Mabel is very apy today. Well done to all our 3 National Treasures!!!.

To Our Success !

Meow Meow Meow

Posted by Johnchew5 > 2024-08-16 21:31 | Report Abuse

FPSO Atlanta; Source: Yinson Production
After the first multiphase pumping subsea system (MPP), manufactured by OneSubsea, was loaded in Norway on January 21, the MPP was delivered to Enauta in Rio de Janeiro on February 14. This will be installed in 2Q 2024 to support oil and gas production at the Atlanta field.
According to the Brazilian player, the other two modules, which are in the final testing and commissioning phase, will be delivered in the second quarter of 2024. However, the umbilicals expected for the system were concluded last month. The company is adamant that these deliveries ensure that FPSO Atlanta will meet its first oil production schedule by August 2024.


Enauta is working on replacing the FPSO Petrojarl I, working on the Atlanta field, with the FPSO Atlanta, which the company bought for Atlanta’s Full Development System (FDS) in 2022. The naming ceremony for the FPSO Atlanta was held at the Dubai Drydocks World shipyard on December 13, 2023.
Located in block BS-4 in the Santos Basin, at a 1,500-meter water depth, the Atlanta field is operated by Enauta Energia, a wholly-owned subsidiary of the company, which also has a 100% interest in this asset.


The field has been producing since 2018.
The Atlanta field reached an average daily production of 21.4 thousand boe/day in February 2024, in line with the previous month, showing the stability of the equipment and the full capacity of the early production system (EPS). Since the resumption of production in November 2023, more than 2.2 million boe were produced.

Posted by Sslee > 2024-08-16 22:40 | Report Abuse

August 14, 2024, by Melisa Čavčić
Brazilian state-owned energy giant Petrobras has expanded its floating production, storage, and offloading (FPSO) fleet off the coast of Brazil with the arrival of a new unit, according to Yinson Production, a subsidiary of Kuala Lumpur-based energy infrastructure and technology company Yinson Holdings.

Following a three-month voyage, the FPSO Maria Quitéria arrived on August 10 at the Jubarte field, in the Campos Basin’s pre-salt layer, off Espírito Santo’s coast. This field, together with Baleia Anã, Cachalote, Caxaréu, Pirambú, and Mangangá fields, forms the Parque das Baleias integrated project.

The FPSO Maria Quitéria was initially expected to come online in 2025 before Petrobras advanced the start-up timeline to put the vessel into operation in the last quarter of 2024 at the Jubarte field, which lies at a water depth of approximately 1,300 meters in the northern Campos Basin, around 80 kilometers off the coast of Anchieta, Espírito Santo, Brazil

Posted by Sslee > 2024-08-17 08:58 | Report Abuse

Aiyoyo Mike/John-tikus I am a trader and will trade for 30%+ gain or for my free bintang beer and lobster.

Unlike you try to act as a FA and TA master with point 1,2,3 and 4 and said for sure Jaks 18 floor is the bottom and bought jaks from 18 to 24 and trapped youself in jaks for more than a year now.

By the way TA master mind telling what this waves name?

Posted by Sslee > 2024-08-17 10:17 | Report Abuse

Aiyoyo Mike-tikus,
Musangking already asks so many times how much you hold jaks and what is your book loss?

Still too shy to answer or avoid answering with you usual cut and paste, turn and twist gibberish and slanderous.

MrFox Johnchew5@@
what is ur paper loss in jaks?
haha
16/08/2024 6:58 PM

Posted by rchi > 2024-08-17 10:19 | Report Abuse

Yinson is in early bull stage.
Fpso's monetisation is on.

Posted by rchi > 2024-08-17 10:29 | Report Abuse

Sbb by management up to 2.64 on friday.Rm 3 is no brainer

Posted by Sslee > 2024-08-17 12:13 | Report Abuse

Please allow me to be a FA guru for a moment:
A production and operation FPSO PAT margin is abt 34%.
The main cost for a production operation FPSO is finance cost and depreciation cost
Finance cost is tax deductable and depreciation cost is cash flow to pare down borrowings.

Repost:
FYE 2024 Yinson Production Operations results overview (YoY)
Revenue PAT

YTD Q4 FYE 2023(RM’ mil):YTD Q4FYE 2024(RM’ mil): Variance (RM’ mil)
Revenue 1,631: 2,279 : 648
Gross Profit 951: 1,480: 529
EBITDA 1,162: 1,643: 481
PAT 576 :776: 200
PATAMI 498: 628 :130
The PAT margin is 776/2279 about 34%


FYE2024 Yinson Production EPCIC results overview (YoY)
YTD Q4 FYE 2023 (RM’ mil):YTD Q4 FYE 2024(RM’ mil):Variance (RM’ mil)
Revenue 4,561 9,220 4,659
Gross Profit 813 1,440 627
EBITDA 792 1,441 649
PAT 340 682 342
PATAMI 401 648 247

During FPSO contruction EPCIC result. After FPSO delivered and acceptance then it is Production Operations results

Posted by EngineeringProfit > 2024-08-17 13:04 | Report Abuse

Wow Sslee, you make great profit$ here. Cheers!!

Posted by Sslee > 2024-08-17 13:31 | Report Abuse

Already make paper profit but will hold longer to watch TA sifu' 5 waves theory.

Posted by Sslee > 2024-08-17 18:15 | Report Abuse

Aiyoyo Mike/John-tikus,
Ranhill utilities Bhd RM8 million reversal of profits previously recognised by its 51% owned-subsidiary Ranhill Worley Sdn Bhd is peanut compare to jaks total receivables impairment for the last 5 years amounted to RM167 million and reversal of impairment amounted to RM13.6 million make up total net impairment of RM153.5 millon.

Yinson should have given more jobs to Jaks then no need to pay Jaks as Jaks is famous for yearly receivables impairment.