would that qr be downside or upside, and would that even effect the price? even with good news of 100% capasity of Kraken FPSO the price did not budge much....
# Was wondering aswell , would it be any effect the price ?
walao, these people do investment, but QR date pun not sure when. Jun result must announce within 2 months after closing, means before end August must release kawan.
Ya Ya , i got confuse with Yinson, end of August for BA and September for Yinson. Anyway short vs term traders will always look at different horizon. :) 515 will be very good support or later resistance, who knows....
BA us a Super Mad Cow Generating Machines consistently repaying her debt of 1.6 -1.7 billion. She will be debt free in no time within 2 to three years. Can't imagine BA valuation then, Double or Triple. Lu sendiri Kira.
Hmmm... there no such thing company that is debt free, always have overhead especially if you have large maintance assests such as FPSO. i doubt it will even go high as an oil field operator. time to jump ship when reach tp.
Simple je. The money instead of serving debt repayment after 2 to 3 years. Where do you think that extra 1.7 billion goes. Longkang?? FCF la bro. Even with that huge repayment currently, she is still able to make 600 to 800 millions PAT. Lu sendiri fikir la.
Lu tengok la. BA valuations will surpass Yinson real soon. Btw, Yinson has been making Far lesser profits than BA. BA valuations won't be like niw today if not because of their Huge Blunders made in 2014 in OSV ventures. Took BA near decades to turnaround to where she is now. BA, just don't Deviate! Stay On Course. Cukup to make you Champion in FPSO
Baby hungry also know to cry for food let alone MNC. You think ada orang or any corporate firms sitting duck waiting doing nothing for contact expiry. Never heard of 5 years Master Plan and 10 years Master Plan.
10 year down road, ev,, solar plant, synthetic chemicals, electric stove, solar roof subsidies is the master plan, O&G will go down like the dinosur, extinct...so make profit at soonest.
No worries buy and sell is normal. You want to lock current profit or you want to go long term for bigger profit is individual preference and own decision.
Oil demand compared with EV (barrels per day) 1) Total overall demand per day = 102mil 2) Demand for road fuels (cars,busses and etc) = 45mil 3) Displaced by EVs = 2 mil 4) Expected displacement by year 2040 = 20 mil
Demand for fossil fuel still quite high until 2040.
This QR may have impact of 20 to 30 days without Karken. RM2.5M per day so easily 50 to 75M damage. Not sure abt the penalty. Hope not too bad. Anyone knows the penalty BA has to pay for downtime
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
CyrusQ
2,060 posts
Posted by CyrusQ > 2023-08-15 17:06 | Report Abuse
DukeEmber
would that qr be downside or upside, and would that even effect the price? even with good news of 100% capasity of Kraken FPSO the price did not budge much....
# Was wondering aswell , would it be any effect the price ?