Hi everyone.. know about a bit of hydrogen as sustainable energy in contemplation by a lot of people esp. the japanese.. but to my knowledge the loses in converting from water and back to usable energy is huge.. in electrolysis up to 20% of the energy can be lost, plus compression, another 10%, then back to usable energy, maybe another 20% lost.. to store green energy, there are many more efficient ways.

My appreciation to dragon in this forum, his contribution on ytlp is very valuable

No doubt the CPO price now will bring windfall to all oil palm plantation owners, big or small, but the cost of production had also gone way up. Cost at RM1600 was way back at least 10 years ago, even in those days it can be up to Rm2300 for the less efficient producers. Do not go into just any oil palm company blindly.. try to understand their management properly.
Few points all of us must take note:
1. Does the company shares their bumper profit with their share holders.. do they have the nasty attitude of socialise when losing and privatise when making.. such companies are only for punters.. hit and run.
2. With such unprecedented price, a lot of big players are selling forward since the CPO was at around RM4000.. these big players seldom tell share holders how much of their stock(future) already committed at much lower price.. especially those developing ones, they care about stability and commitment for debt and full development of their land.
3. Even worse if company sold forward but a huge percentage of their FFB is not their own but small holders in their vicinity. These small holders will be given average 'spot price' on the month they deliver.. with price going up, these companies(taking outside FFB) will lose money. Generally, this is reflected in their quarterly financial statement that the revenue is huge compare to the size of plantation.

GOOD LUCK

Whatever NATO and US are doing now maybe trying to bring the world to their interpretation of WORLD ORDER. Is Ukraine president doing it right by instigation? There is no indication whatsoever Zelensky wanted peace in that region—the size of economy and military might are beyond comparison. The alliance help will only destroy the country further and collateral damages to the rest of the world.

Let me give my humble advice to these war monger leaders. Having sanctions will not work, it will only bring hardship not only to themselves but to the rest of the world. To be effective: US and NATO should ban future trading of oil, coal and grains which the aggressor country is producing, further they should subsidise the commodities that are doing collateral damages to rest of the world. This is the only humane thing to do, other than that it is close to being criminal.

Will the West and US do these for rest of the world.. if so, then I will believe what they are doing is for the betterment of the world and being genuine and honest about it.. As it is, it only lead us to believe US economy and its currency are in ‘BIG’ trouble, they cannot plug the holes unless there is a war somewhere and have a crisis. US, UK and Australia are world major producers of Oil, Coal and Grains, will they do it or just reaping the benefits by creating this crisis to have status qua.

This is utter nonsense.. all seem like an internal affairs of PN, why involved His Majesty and the whole nation from proper functions.. will there be improvement..

All measures mandated on us to prevent covid-19 spreading are well and good. The authority should also look into the environment where it can be most conducive in spreading. May I humbly suggest that all public air-condition enclosed areas be sanitised by ‘filtering’ through sanitising lights or rays. It would be fantastic if someone can come out with a virus indicating MASK.

This episode also indicates there is/are syndicates already functioning. No amount of alertness of recipients can overcome this if this already our corrupt culture and no severe/discouraging punishment is in place. NO WAY CAN YOU KNOW THAT THE LIQUID IS VACCINE AND NOT SALINE WATER. This is all about 'CONTROL' and the ministry had failed us. let's be honest!!

To say China wants to sabotage the world in this crisis is simplistic and irresponsible. It is not only the steel, all commodities prices had gone up.. tin, copper etc, even our palm oil.. why???
A simple factor.. could it be the world labour force had gone down, productivity curbed, yet we have the same amount of monetary value circulating around .. commodities/products still require the same amount of input to produce , value remains but for monetary value?
We are fish in a small pond, the ocean players play with real money!

I refer to ranting Posted by OTB > Jul 21, 2021 10:51 AM .. I rarely write in I3forum but this is grossly unfair.
Except for the newbies or inexperienced, we all know how the game is played ..don’t have to crap about the expertise in fundamentals or technical. High turnover stocks are played with ulterior motives to misled others to take advantage. I see no reason why one still tack the coat-tail of others who are detrimental to them.
Metals had been in demand since late last year, if one is such an expert, genuinely helpful and acquainted in such business, would have recommended those stocks in the middle of last year. Expertise after the fact is so fake.
Without a doubt you need volume to make some money in the crazy stock market.. happened all over the world when people treat it like a casino. Mr. Koon has the means and with you it is a perfect storm .. so stop sulking, we know your part in this is play.
For the braves and somewhat blinded, just be careful.
For those who may not be aware .. here is sometimes how a stock is played.. say, buy and sell at 20% difference, you end up having the 20% stock for free (but make sure it is a good stock with potential) .. to say experienced player losing hundreds of millions is hard to believe, all those shares are free to begin with.

No need to talk about majority here and there, all this can be manipulated by politicians esp. the old fart .. at independence NONs were also half of population .. now? Sabah before joining, NONs were majority, another finesse of the old fart. No need to brag so much about majority lah .. the CHINESE & INDIANS have huge populations in this world, the the malays beat that? Please just try to live as Malaysians with patriotic concerns.

There is a reason why the share price had gone up lately .. goreng factor, I don't think so.
There is always a lag factor in paper business, up to a period of about six months. If you were to go to the ' US Producer Price Index: Pulp, Paper and allied Products " you will notice that NTPM last 2 quarterly results coincided with when the price indices were, at among its highest. Even in June Quarter when it registered a loss, it was confident in declaring dividend, cos the pulp price had come down. Since Pulp's peak price index in December, the index had reduced by about 30% as at end of October 2019 while exchange rate remained. Of course, the best time NTPM had, were the days when Pulp price were down and ringgit strong.

Typical of Malaysia's backdoor deals, if your cannot get through intellectuals and principled people who understand what it means by sustainability and toxicity, go through greedy, foolish politicians. There has always been no solution to the toxic NUF, right from the beginning, which had accumulated to hundreds of thousand of tons and will soon reach a million in near future. The intention has always been to spread it throughout Malaysia as 'fertiliser'and nowhere else, because no other countries will take such type of fertiliser, don't even dream that the 2 countries, Japan & Australia, that benefited the most will touch this type of fertiliser. MARA said it will be Malay farmers benefits. YA ??? .. who will dare to buy or eat their stuff again !!!

MNRB is not a counter for short term punters, taking profit between 5 to 20% gain. Present scene in the insurance environment seems to be intact and healthy, thus insurance companies should do fairly well. One can understand the sentiment against 'dividend reinvestment plan', it is like another round of rights issue at a discount price of RM1.01 but one must realise that you cannot buy at this price with additional money of your own. It only means if you were to reinvest the dividend, your dividend will be given 10% extra, meaning getting extra rm0.0025, and total dividend will be rm0.0275. The share dilution is limited by the dividend and at rm0.00275, how many shares can you buy? It is not as drastic as it seems.

-You do have some good points there.
-RE is for the future in many countries, I have doubts if it is really suitable for tropical area with thunder storm and lightning strikes. Anyway, this kind of production is capital intensive, takes about 20 years for return to capital, excluding insurance which I believe will be huge for tropical areas.
- PAKA still have about 2 years left in contract until mid-2021. After such time it can be converted to gas generation for further consideration and contract extension. Minster Yeo should be smart enough to consider the obvious.
- Brexit play is a farce, nothing will deteriorate British economy and its function. In fact the Pound Sterling will appreciate with brexit which is advantages to YTLP.
- News is, they have just concluded the negotiation and contract for Indonesia, construction work schedules for early next year ... 3 - 4 years for completion.
- Good point about YTL group is the leaders are genuinely honest in sharing wealth with their shareholders, even for like of YTLLand, they give a viable solution for the shareholders and not just with creative accounting .. depress the share price to a few sens and privatise it.

As a gentle reminder, MALAKOFF with similar kind of operation, income and dividend distribution had never gone rm0.75 and its intrinsic value is only about 60% of YTLP. How come ehhh?

Still cannot understand the poor dividend given. Recurring income from invested property is almost coming to 50% of earning. Earning from recurring income is about 6 sens, no reason to take this money for further property development when the property market is poor and with huge backlog of unsold property of about a billion worth. The property construction sector should be able to sustain itself otherwise stop building. Sime property is different, the recurring income from investment sector is just 10% of its earning, they need to retain the fund to build up this sector. The CEO attitude has to change, not operating like old timer chinamen, only profit thyself and forget about those minority that also owned the company. Maintaining the share price is also part of his responsibility. How much IOIPG had fallen since its IPO?

Declaring a dividend of 3sens per share is most unfair to the share holders, Earnings have dropped from 13.69(FY18) to 12.01(FY19) a mere 12.3% but the dividend is reduced to 3 sens from 5 sens ... 40% reduction. If MD/CEO Lee were to also reduce his director's fees and salary by 40% then I have no grouse otherwise it can be interpreted as stealing from minorities to fatten his salary.

At present price level I think it is fantastic value.
1. At price below rm0.70 and NAV >rm1.60.
2. Dividend is at least 5% even if the price were to shoot up to rm1.00... you can't get this kind of return in banks or anywhere else except doing ALOONG kind of trade.
3. The PAKA station still have 2 more years of contract and who knows, it might be extended again.
4. Jordan plant is starting up end of this year and its finances will be included in FY20.
5. 85% Indonesia plant will start building next year and will be on line in 3 to 4 years time.
6. The main reason why the share had been bitten down recently could be because their telecommunication dept was excluded from the Education Ministry in the Bestarinet educating system. But hey! their telecommunication dept contributes less than 10% of the revenue and perhap best to have it sold off. But again they are having more than 800k customers now, up almost 25% from previous year.
I envisage from FY20, revenue will keep on improving and indeed this counter is for long term investors, hoping the share will increase 5 folds in years to come and at the same time collecting more than 5% in the investment value. What more do you want? Brother!

Mr.Mashal, for your information, Aussies won't care for anyone especially ASIANS. Can't imagine that you can bend so low to entertain them for a few bucks'

Don't give us the bullsh*t Mr. Mashal. more important now is to remove the leached radioactive residue in Lynas compound and Pahang, being a privileged Bumi, where is your patriotism in the land of Melayu. Big deal, spending extra 1.5B for leaching radioactive materials before shipping to Malaysia. We just cannot trust Lynas(you included) for a dirty industry. How much is a live worth, can you bring him back with 1.5B? No one can benefit from this, including our PM. I am a so called 'PENDATANG' and I am more concerned with what can happened to Malaysians in the foreseeable and unforeseeable future. Lynas had accumulated hundreds of thousands of radioactive materials in Malaysia. This must be shipped out of our country. This is a dirty industry and should have not started in the first place, no matter how much is foreign investment attracted. Worse, all rare earth materials produced are shipped to developed countries, exactly how do we benefit? perhaps for a corrupted few?

Mineral crude may be old system of energy usage and is non-recyclable nor environmentally friendly. For years we had been digging out carbon which had been extracted from atmosphere for thousands of years, so lives exist. Palm oil presently is the most environmental friendly solution against mother earth early apocalypto.
Palm oil is still under its infantile usage. It's potential/inert energy preserved from sun and can be conveniently kept for later usage. Using existing technology, I envisage one day, facilities are in place to pipe such oil as fuel to industrial and commercial requirements. Countries that has such cheap commodity will be preferred nations for investment. But then, will the west allow it, given their behaviour now.

In this harsh world of trade and economy, every nation fends out for themself and do not expect others to do you a favour and elevate your poverty in the name of humanity and global environmental issues. Good example, EU will exclude palm oil as bio-diesel. They will not subsidise palm oil for the sake of environmental issues when they are rich enough to bear higher cost to less environmental vegetable oils which can be produced by their own kind. Armed with so called environmentals (they are just economic spies) will find any excuse to discredit you product, to the extend Orang Hutan takes priority over human kind. It is all economics and arm wrestling. Unless they are forced, they would not give a sh*t.
Glad that we have an association named ASEAN but the association is just not cooperating as closely as they should be and as an association we are also not strong enough to take on country even as weak as Korea, economically. We have to associate ourselves with powerful nations which they have distinct advantage in cooperating with ASEAN. This gives thought to either China or USA. Given the history and present rhetoric of USA, most would believe China is a better choice. The west, especially EU needs China market. Believe me, China can even force EU to use Palm oil exclusively as bio-fuel under a world climate change issue.
Are Malaysia and Indonesia heading the wrong direction, playing beggar and pity with EU? These people do not owe us a living, unless they are forced to do the right thing. We should know better after years of colonisation.

Wonder if anyone of you have noticed, since the announcement of probable merger, Digi is tracking Axiata with a difference of 7 to 7.5% difference. Any weakness in Axiata equity will now be felt by Digi. Is EPF still relentlessly selling Axiata in order to buy more of Digi?

It seems quite a few investors are willing to part with Digi at this level.
Let's us take a look at those few reports that are available so far: 1, Combined shares at about 16.8 billions. 2. The merged companies Digi+Axiata will have a combined earning of roughly 4 billions ( giving Digi an estimated earning of 24 sens PA). 3. The combined synergy will create 15 to 20 billions [ this will mostly benefit Telenor (49% holder of Digi) and Axiata]. Telenor will emerge with about 56% of the global combined entity - meaning less benefit to the Digi holders but will still benefit at 20 to 25% of the synergy.
If everything is taken at status qua prior to the suspension, PE of Digi is steady at 22. With improved earning of 24 sens, this will bring Digi price up to Rm 5.28.
With Telenor in majority and dominance in the new company, is such a retail price in doubt?
Have yet to add the savings and benefits in this merged synergy.

The forum here is unbelievably harsh on Mr. Koon, I believe he had been genuine in this stock from him experience in the beginning. The amount of Mr. Koon's commitment is substantial. And from that point in time, it did look attractive. Vietnam is 'explosive' and still is, it needs lots of energy. Laos and Cambodia are developing hydropower to satisfy Vietnam and Thailand capacities. So, what can go wrong??? The problem is with JAKS management, they are selfish(in my opinion) and not capable. A look at this company history will review that they are stingy and will never reward the share holders for their investments (why the hell they want to go public, is everybody guess -- to cheat may be a bit extreme -- but may be they think they can do just as well without share holders money). Mr. Koon made a mistake(in my humble opinion), thinking it could be a long term investment. Which is probably true for such kind of stock -- like YTLPOWER?

Would like to ask the author, can the developer straight away give 20% discount without going through the scheme. If the developer wants to gamble with his part of the deposit, might as well make a bargain with some 1st time buyers who can afford but prices still not attractive enough. Even though the scheme looks good but I am sure, not all will be taken up by 1st time buyers.