Posted by IronShirt > 2022-03-15 17:31 | Report Abuse

Gamuda and YTL also submit Bid for Rasau....I know for fact both include Price adjustment if Steel and others
material inflate by 30% after certain period. Both Bids were Kicked Out. What makes you think Taliworks got
a better deal? Air Selangor is Not Federal Government.....Political contributions are Not included in Bid.

Posted by sianglong91 > 2022-11-12 15:25 | Report Abuse

Despite from the Rasau cost issue, wanna know further about the renewable energy acquisition... Long story short :did Taliwork bags in the company already or not??

Posted by Pinky > 2022-04-11 15:49 | Report Abuse

Wah why suddenly laosai

Posted by ch > 2022-04-11 16:35 | Report Abuse

buy more

Posted by The_JQuestion > 2022-04-11 16:42 | Report Abuse

taliwork toll let go to gov?? how much profit gonna go

Posted by Pinky > 2022-04-11 16:57 | Report Abuse

if Taliworks no more toll I gonna sell for sure

Posted by The_JQuestion > 2022-04-11 16:59 | Report Abuse

i dont follow the news but im sure gov wants to take over all tolls? which ones are left behind<<

Posted by Pinky > 2022-04-21 18:07 | Report Abuse

TALIWORKS COMPLETES MAIDEN ACQUISITION IN FOUR SOLAR PROJECTS

https://klse.i3investor.com/web/staticfile/view/457457

Posted by myway > 2022-04-21 18:19 | Report Abuse

TALIWORKS COMPLETES MAIDEN ACQUISITION IN FOUR SOLAR PROJECTS
Kuala Lumpur, 21 April 2022 – Taliworks Corporation Berhad (“Taliworks” or the “Group”), an established infrastructure company engaged in water treatment, supply and distribution, highway and toll management, waste management and engineering and construction, has today officially completed the acquisition of the majority economic interest in four solar projectsfrom TerraForm Global Operating LP (“TerraForm Global”) and several of its subsidiaries. The said solar projects, located within the vicinity of the Kuala Lumpur International Airport, have an aggregate capacity of 19-megawatt peak. As part of the transaction, Taliworks also acquired TerraForm Global Operating (Malaysia) Sdn Bhd, an operations and maintenance services provider of the solar projects. Taliworks will be working diligently in the following weeks to complete the acquisition of the remaining minority economic interests.
“Today marks a momentous day for Taliworks as we take a significant step to diversify our scope of activities into renewable energy. Our maiden acquisition will provide Taliworks with a solid platform to further expand into other renewable energy projects. Additionally, the four solar projects will immediately serve as a reliable contributor to the Group’s earnings and cashflow, as the projects are fully backed by renewable energy power purchase agreements with investment grade off-takers. This acquisition no doubt enhances Taliworks’ already strong financial footing and serves as a potential catalyst for stable growth, moving forward. With that said, Taliworks is very proud to be a player in the renewable energy sector, and we will work hard to continue our growth in this space,” said Dato’ Ronnie Lim Yew Boon, the Executive Director of Taliworks.

Posted by investortrader88 > 2022-04-21 20:03 | Report Abuse

https://www.theedgemarkets.com/article/taliworks-completes-four-solar-projects-acquisition

Posted by Xcalibre > 2022-05-11 22:36 | Report Abuse

Correction coming… beware

Posted by getingreal > 2022-05-19 08:58 | Report Abuse

Dividend announcement due any day now. 1.65 cents or better.

Posted by IronShirt > 2022-05-21 21:14 | Report Abuse

Tali missed Qr report release on 19May,....will delay to 31May...normally Holland results

Posted by longtermvalue > 2022-05-23 15:31 | Report Abuse

Usually they Post their QR last week of May. Any reason to suspect bad QR?

Posted by sianglong91 > 2022-05-24 10:59 | Report Abuse

Is it any addition or amendments to the QR results? Seems like this time delayed.

Posted by Pinky > 2022-05-26 17:50 | Report Abuse

yea stable dividend as always

And Rasau packages contributing to construction division already

Posted by 2Invest > 2022-06-10 17:18 | Report Abuse

May be some of you here take this as a dividend stock. But bear in mind that a good dividend stock is if the company give away 8/10cents (not necessary 80% of EPS) he makes.

But this company give away > 100% of its EPS that's send another message.

That's my 2 cents.

Posted by Pinky > 2022-06-10 17:39 | Report Abuse

@2Invest EPS is calculated based on EARNINGS, a.k.a. accounting profits. In deriving at accounting profits, you have a lot of non-cash items like depreciation, amortisation, impairment etc, to name a few.

Imagine you built a highway for RM100M. And you get to collect toll from it for 50 years. So, to put a simple picture, maybe you will depreciate/amortise the highway cost over 50 years, so it's RM2M p.a.

You collect 5M toll revenue.
RM2M amortisation.
Earnings = RM3M

Remember, the cost, the CASH is paid out during the construction period. You are only absorbing the accounting expense now.

You are perfectly okay to pay out RM4M or even RM4.5M as dividends, after covering your cash overheads like salaries etc.

Posted by ageetkumar > 2022-08-03 14:37 | Report Abuse

Continuing the rationale from the discussion above, during covid lockdown times toll revenue would have been lower (indeed reflected in the reported revenues). But now toll revenues are back to normal. So shouldn't dividends be higher too?

Posted by Pinky > 2022-08-11 14:52 | Report Abuse

Susahnya nak go above 95 sen

Posted by Pinky > 2022-08-25 09:03 | Report Abuse

Dividend again! How not to love TALIWRK

Posted by sianglong91 > 2022-08-31 21:01 | Report Abuse

Steady dividend payout as always =)
Wondering why LTH keep dumping the shares?

Posted by Pinky > 2022-09-01 08:26 | Report Abuse

This is a boring old man stock - little capital appreciation opportunity

Posted by Pinky > 2022-11-03 10:18 | Report Abuse

Let's hope dividend maintain the same

Posted by jungleman > 2022-11-08 01:41 | Report Abuse

@sianglong91 same thought here, wondering why LTH keep selling Taliworks

Posted by getingreal > 2022-11-14 12:30 | Report Abuse

Div should be announced tonight. Agreed of concern is LTH continued selling for some time now and I am sure it is holding the share price down. Maybe just a rebalancing. I think if LTH were serious in wishing to dispose, they should have no problem placing a big chunk or all in an off-market transaction (maybe Lim would buy?).
They may of course have some inside info. Hard to see why they would sell a solid stock with a regular 7.4% Dividends as LTHs portfolio may not be overflowing with good Dividend stocks. It maybe they just need some cash to buy tea and cakes or new cars for the Management.

Posted by ageetkumar > 2022-11-17 11:35 | Report Abuse

No dividend this quarter?

Posted by getingreal > 2022-11-17 12:34 | Report Abuse

Dividend announcement is due this week, but maybe they decided to wait until next week after the election as all eyes are now on the clowns in that circus. Payment is not due till end December so no real hurry to announce.

Posted by Pinky > 2022-11-17 16:36 | Report Abuse

dun need to worry about Taliworks

Posted by sianglong91 > 2022-11-21 07:36 | Report Abuse

Wondering if the new government will affect Taluworks operating systems or not

Posted by getingreal > 2022-11-21 19:27 | Report Abuse

Declared: 3rd interim Div of 0.0165 Ex 6th Dec paid 23rd Dec.

Posted by sianglong91 > 2022-11-21 21:00 | Report Abuse

The dividend payout is expected and we're all gonna love it. But... What's with the fall of net profits?

Posted by getingreal > 2022-11-22 12:08 | Report Abuse

It's OK, nothing to be concerned about, Dividends will continue.
See: https://klse.i3investor.com/web/staticfile/view/479882

Posted by Pinky > 2022-12-20 11:19 | Report Abuse

Why Tali keep kena dumped...

Posted by sianglong91 > 2022-12-21 12:31 | Report Abuse

The sellout because of the missed forecast of revenues?? But I do have faith that the rebounds in revenue happen at the next quarter report. Keep it for stable dividends and more solar energy is going to be harvested in the coming months. What concerns me is the dumps from LTH as there's no source about it.

Posted by getingreal > 2022-12-21 18:04 | Report Abuse

We will have to wait for the next report to see if the drop in profit was due to one off aspects. I note that T-Haji have not sold any shares since the end of November. Hopefully they have finished their selling. Time will tell. Div yield of 7.76 is undeniably attractive, so I see limited downside.

Posted by Lester Teow > 2022-12-22 18:24 | Report Abuse

Because the current dividend yield is not sustainable after langkawi gold egg missing

Posted by getingreal > 2022-12-22 18:51 | Report Abuse

Old news, Langkawi concession expired Oct 2020, more than 2 years ago.

Posted by Lester Teow > 2022-12-27 14:07 | Report Abuse

if they cant find another golden egg goose, cant sustain the dividend with current business. the solar farm is not impressed also

Posted by Lester Teow > 2022-12-27 14:14 | Report Abuse

i own this stock quite heavily, i only raise my concern

Posted by getingreal > 2022-12-29 12:36 | Report Abuse

We can only rely of what we are officially told by Taliworks reputable management who in this case are not conmen. Based on the assurances given in the following article, I'm not selling my shares and I fully expect to continue to get my dividends. https://klse.i3investor.com/web/staticfile/view/479882

Posted by Pinky > 2022-12-29 13:15 | Report Abuse

I have no concerns about their toll and water treatment businesses

My only question mark is - "Is solar business REALLY a sustainable, profitable?"

Posted by getingreal > 2022-12-29 15:01 | Report Abuse

Again, we can only rely of what we are officially told by Taliworks reputable management who in this case are not conmen. Based on the assurances given in the following article the power production is already sold so cash flow should be assured. I think in the longer-term power can only get more expensive as its heavily subsidized in Malaysia, this bodes well for better revenue stream in due course. If Sola power is a dead end, then the whole world has it wrong. It is a must to lessen the reliance on coal and other fossil fuels. I expect large international sola power producers will emerge in coming years and may look at Taliwoks Power as a target for expansion. Who knows maybe Taliworks will be a big international player in years to come. With this acquisition Taliworks is already one of the largest, if not the largest Sola power generators in the region.
I'm not selling my shares. SEE:- https://www.theedgemarkets.com/article/taliworks-completes-four-solar-projects-acquisition

Posted by Lester Teow > 2 months ago | Report Abuse

As at Sep'22, the cash flow is negative from operation. Means the partial dividend is funded by borrowing/reserve, not from operation. The reserve will deplete one day.

Posted by Pinky > 2 months ago | Report Abuse

True that. On second look, I'm sceptical the renewable energy segment can sustain this dividend level going forward. Took profit and moved elsewhere. Bye Tali, thanks for the past dividends.

Posted by getingreal > 1 month ago | Report Abuse

Dividend announcement is coming later this month. I expect 1.65 cents, again.

Posted by Pinky > 1 month ago | Report Abuse

Don't like the results. Weak.

Posted by investortrader88 > 1 month ago | Report Abuse

https://www.theedgemarkets.com/node/655565

Posted by sianglong91 > 1 month ago | Report Abuse

Alamak the results...not very wow-ING, the authorities for the grants keep delaying and delaying. Its like a four legged table lost one leg...

Posted by cwc1981 > 4 weeks ago | Report Abuse

Just going through the results. Just wondering y the dividend payout is higher than earnings? Is this sustainable?