Jun-2024 31-Dec-2023
RM'000 RM'000
Investment in Joint Venture 943,960 904,452
If above is USD converted to MYR.
Then what will be it value as at end Sept 2024?

Glad to pick up more Jayatiasa at discount sales

Jaks Vietnam foreign asset in USD quarter end Sept 2024 will see big FX exchange losses.

MiaoMiao7 question is, can it drop somemore? RM3.80 possible?

You need to wait for all IBs analyst new TP.

HS plant result:
Group’s revenue for the current quarter at RM177.3 million was 8% above the preceding year corresponding quartermainly due to higher average selling price and higher sales volume of all palm products. Current quarter’s average selling price per tonne of Crude Palm Oil [“CPO”] and Palm Kernel [“PK”] were RM4,098 and RM2,731 as compared to the preceding year corresponding quarter of RM3,924 and RM2,142 respectively. CPO sales volume for the current quarter was marginally higher at 36,777 tonnes whilst PK sales volume was 4% higher at 8,525 tonnes as compared to the preceding year corresponding quarter of 36,726 tonnes and 8,167 tonnes respectively.

Jaya Tiasa
Quarter ended 30/9/2024
Crude Palm Oil (MT) 69,463.00
Fresh Fruits Bunches (MT) 343,397.00
Palm Kernel (MT) 15,878.00

So plantation revenue= RM 69,463x4,098+ 15,878x2,731 = 284,659,374 + 43,363,818
RM 328,022,192

All this while Pchem is profitable because of protection by Petronas.

Now with 50:50 JV PPC Naptha feedstock based on market price can PPC be profitable?

I'm lucky yesterday my car broke down at the right time and right place or else I wouldn't be able to write now.

Repost.
Posted by Berlin > Nov 19, 2024 10:42 AM | Report Abuse
The final solution dealing with toxicity is to not respond to the source of provocation and just walk away. It is difficult to do so when you are unjustly maligned but ultimately, there is no other solution.

PetChem managing director and CEO Mazuin Ismail said the group is gearing up for commercial operations at its petrochemical units in PPC at the year-end.

However, he added that the start-up of the large-scale capital-intensive assets will have material impact to the group's earnings, which includes currency translation effects.

Next quarter will see PPC negatively impact the group’s bottom line as it will begin recognising finance and depreciation costs.

https://www.reuters.com/business/energy/sinopec-aramco-start-building-petrochemical-complex-chinas-fujian-2024-11-18/

Is someone know that they are the one flooding every forum with gibberish, slander, toxic and make useful and truthful information a scarcity to comeby, no thanks to you know who?

Again a big thanks to @M3T0123 for the uaeful information.

TQ for the information.

On the regulatory front, ANP scheduled the measurement system inspection for the FPSO Atlanta in the last week of November 2024. The Company plans to complete the submission of other conditions required by ANP for the start of operations of the FPSO Atlanta by the end of November.

In Malaysia, Bursa Malaysia is mandated to operate the stock exchange as a commercially driven, public-listed entity. It is also mandated by Listing/Regulation/Disclosure Act as the front-line market regulator policing public-listed companies and market intermediaries.

These two mandate clash and give rise to conflict of interest as many of Bursa’s decisions on approval, suspension, delisting and waive seem indulging in excessive corporate abuse for the benefits of controlling shareholders

Let's be realistic, I think for speculative play and gambling, ordinary investors stand no chance against corporate bigwigs and insiders.

May I ask how many percent of the listed companies in Bursa Malaysia today are of investment grade? My estimate is not even exceeding 20 percent.

These companies raised money from the market, but do they really care for returns to shareholders? How many companies have provided decent dividends, if at all declared any dividend, to shareholders?

To me, many of these companies with listed status are nothing more than “conduit” for them to print money. They exist mainly for the sole benefits of those who are in control of the companies.

The management and the controlling shareholders are being lavishly rewarded while shareholders who provided the funding are given pittance or nothing.

Me rated jaks as sucker stock. Suck in all the money from suckers via PP and RI 🤪🤪🤪

You do not need to physically attend the AGM. You just need to email your AGM questions to IR and I am sure the BOD will answer your AGM questions.

Early of the year after I sold most of my Insas, I keep 2 milion+ in my trading account and earned interest of 3k+ per month.
No a bad decision to hold cash.

People delete post just because people do not want to westle with pig.

By the way once jayatiasa reply my AGM questions, I will post it.

Aiyoyo FPSO Anna Nery is the first big FPSO project under take by Yinson with partners to gain experience. The next big 3 (three) will be the big earners for Yinson.

FPSO Anna Nery production capacity = 70,000 bpd ( First Oil is on May 2023 ) 63.2% owned

FPSO Maria Quitéria has a production capacity of 100,000 barrels of oil per day (bpd) ( First Oil is on October 2024 )

FPSO Atlanta production capacity = 50,000 bpd ( First Oil is Delayed)

FPSO Agogo production capacity = 120,000 bpd ( First Oil by early 2026 )

Thr last time AAX did a debt restructure is paying creditors 0.1 cents for every dollar owed, capital reduction, 10 to 1 share consolidation follow by PP capital injection.

If Sapnrg dare to do above then very sure will be out of PN 17.

Do you need to study every detail of financial result 2024 or 2025 when Yinson management already projected EBITDA is expected to reach about USD 1 billion annually from 2026 and expect 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?

Let's sit back and watch the wave formation afterall 2026 is just 14 months away.

Philip need to learn selling at the top cycle/overvalued and holding cash is not a bad idea.

“When stocks are overvalued, Berkshire's cash piles up because Buffett is finding less and less to buy,” Pollock added. “He's not a market timer. Selling down Apple and having this much cash in a richly valued market is classic Buffett.”

https://klse.i3investor.com/blogs/Sslee_blog/2024-11-16-story-h474577859-Questions_for_upcoming_Insas_62nd_AGM_on_29_N0v_2024.jsp

Send out above email this morning

https://klse.i3investor.com/blogs/Sslee_blog/2024-11-16-story-h474577791-Questions_for_upcoming_Jaya_Tiasa_s_AGM_on_28th_Nov_2024.jsp

Send out above email this morning

Send out above email

Send out the above email.

Is Singapore government unethical and sinful because of legalised gambling, drnking and prostitute?

3iii is ethical because he did not misled people into investing in penny stocks like Netx.

Add in addition 3 questions to AGM question as per request by forumers.

The 97 MWp Matarani Solar Plant, located in the Mollendo Desert in the Arequipa region, entered into its full operational phase in September 2024. It is designed to deliver 260 GWh of renewable energy annually, satisfying the electricity needs of approximately 62,000 Peruvian households.

So kid don't forget to ask jaks BOD what is the annual production capacity of Jaks LSS4 50MW solar plant? I think less than 80GWh.

Timing of buying and selling is the most critical decision you need to make if you are not as rich as Philip and want to outperform the market

If you are as rich as Philip then no worry you can continues average down your cost at the down cycle and if you do that long enough then for sure the up cycle will come one day and your stocks start to perform again

Kid,
Yinson use short term loan to finance EPCIC project ( FPSO contruction) and after FPSO delivered and first oil Yinson refinances instead of getting equity much later, especially for non-recourse debt, Yinson brings back its returns earlier. When you bring cash flows earlier, financially your NPV goes up. It is not a financial tool, rather it is called “refinancing”. Refinancing allows Yinson to bring cash flows back to shareholders earlier, and to de-risk the project because it is non-recourse. It improves free cash flow, and that is how Yinson recycles its capital.

So if only JHDP know how to do project financing and later refinance with long term loan after operation then JHDP or Jaks will be bringing back it return earlier rather then after 2030

Poor kid still day dreaming he will be rich with his penny stocks jaks and priva.

No worries.
The quarter end 30 Sept 2024 result will be out before end of this month.
If you want safety then wait till result out before making your investment decision.

Raining season on second half interest to see what will be jaks LSS4 50MW revenue.

No wonder kid stay poor and remain a loser.

So kid prefer jaks yearly asking free money from investors and shareholders with PP or RI rather than Yinson SBB.

So kid what is the FA and TA of Jaks that make you falls in love with jaks for the past one and a half year?

Question: What are the forecasted revenue, interest expenses, and annual depreciation charges for the 50MW solar photovoltaic plant in FY2024?

Answer: We do not provide any forecast, however the historical financial information can be found under Page 125 under Note 37 – Segment Information in the Annual Report 2023.

So see the different jaks management can't even forecasted revenue, interest expenses, and annual depreciation charges for the 50MW solar photovoltaic plant in FY2024.

Meanwhile Yinson management EBITDA is expected to reach about USD 1 billion annually from 2026 and expect 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.

Repost:

If someone is so good at TA wave pattern, he should be a millionaire by now instead of trapped high in Jaks and had to go every i3forum to promote jaks 24/7/365 for one and a half year now to no avail.

What you so called TA wave pattern is just a trend pattern that will move up (higher earning) or down (profit taking/lower earning) based on the expected/projected/realised earning moving forward.

As of Yinson the management already give below projection. The wave pattern will follow

Yinson is optimistic about its direction. The FPSO market is thriving, with 12 new FPSO awards annually. To make a project successful, the company needs to know the outlook of projects available and have a suitable project team. Despite the capital-intensive nature of the business, Yinson successfully funds all its projects. Yinson also manages to tap into the private capital and bonds markets. With the FPSO Agogo project set for delivery by end-2025, EBITDA is expected to reach about USD 1 billion annually from 2026. Yinson is very optimistic about the outlook of the business growth and also the ability to pay shareholders dividends on a quarterly basis which Yinson started last quarter.

Question:
Given the aggressive expansion, the nature of front-loaded costs for FPSOs, complex finance lease accounting, and substantial negative operating cash flow due to new FPSO constructions, the market and shareholders may find it difficult to understand Yinson's value. With FPSO Atlanta, FPSO Maria Quitéria, and FPSO Agogo set to commence their charter periods in the next year or two, l assuming no new FPSOs are added, could management present the projected free cash flow expected from the FPSO segment over the next 10 years? This would help shareholders better appreciate the company's value.

Answer: Yinson does expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates4

Aiyoyo Kid the "despicable shameless cheat, liar, kid with no money, no job, no family, no friend and good for nothing but everyday lepak in i3 cari gaduh"

I am asking you dare to show the page number and give your real name so that I can show a copy to jayatiasa management to take legal action against you for repeating false accusation without evidence to support them on Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa

So Mike-tikus kid liar and slander dare to repeat your accusation with the page number?

Mikecyc Haha just a Half past Six Kidd Konartist sslleee :
FY21 Annual Report
CORPORATE STRUCTURE

100% Eastern Eden Sdn Bhd : 8,580 hectares

100% Erajaya Synergy Sdn Bhd : 9,841 hectares

100% Poh Zhen Sdn Bhd : 2,933 hectares

100% Simalau Plantation Sdn Bhd.: 4,866 hectares

100% Hariyama Sdn Bhd : 9,645 hectares


>>>
FY24 Annual Report:

100% Eastern Eden Sdn Bhd ( Pulau Bruit )
> 8,580 hectares

100% Erajaya Synergy Sdn Bhd / Daro Jaya ( Mukah )
> 9,841 hectares


100% Poh Zhen Sdn Bhd ( Pulau Bruit )
> 2,933 hectares


100% Simalau Plantation Sdn Bhd
> 4,866 hectares

55%. Wealth Houses ( Pulau Bruit )
> 5,757 hectares
15/11/2024 11:13 PM


Posted by Sslee > 23 hours ago | Report Abuse
Mike-tikus kid had been caught with his pant down many times for using twisted and faked figures and facts to promote jaks.

And this time you had gone too far using your faked figures and facts on jayatiasa to spook jayatiasa shareholders just become I called you as what you are, a cheat, liar, kid with no money, no job, no family, no friend and good for nothing but everyday lepak in i3 cari gaduh.

https://klse1.i3investor.com/blogs/Sslee_blog/2024-11-16-story-h474577859-Questions_for_upcoming_Insas_62nd_AGM_on_29_N0v_2024.jsp

Questions for upcoming Insas’ 62nd AGM on 29-N0v-2024
Any more questions you want me to post at the coming INSAS AGM?

Friday only managed to collect some at 1.16 and 1.17.
Q buy 1.15 did not match.

Mike-tikus kid now very quick to delete his other ID post.

Mike-tikus Kid, do you have nothing better to do but keep using your multi ID to lepak in i3 and cari gaduh?

The problem with Mike-tikus kid is he falsified FY21 report in purpose.

Mikecyc Haha just a Half past Six Kidd Konartist sslleee :

FY21 Annual Report


CORPORATE STRUCTURE

100% Eastern Eden Sdn Bhd : 8,580 hectares

100% Erajaya Synergy Sdn Bhd : 9,841 hectares

100% Poh Zhen Sdn Bhd : 2,933 hectares

100% Simalau Plantation Sdn Bhd.: 4,866 hectares

100% Hariyama Sdn Bhd : 9,645 hectares

https://klse1.i3investor.com/blogs/Sslee_blog/2024-11-16-story-h474577791-Questions_for_upcoming_Jaya_Tiasa_s_AGM_on_28th_Nov_2024.jsp

Question for upcoming Jaya Tiasa's AGM.

Any more question anyone want me to ask the BOD?
Will send out the email on coming monday

You can read the AAX EGM minutes from below link

https://www.airasiax.com/agm_egm.html

Kid, Jayatiasa page number please?
Not interest with your jaks gibberish.

And if AAX can't earned enough cash flow to pay the current payables due (default) or if external auditors will to impair the goodwill, intagible assets and deferred tax assets that send total net assets/equity into negative then AAX will be a PN17 company again.

Mike-tikus kid had been caught with his pant down many times for using twisted and faked figures and facts to promote jaks.

And this time you had gone too far using your faked figures and facts on jayatiasa to spook jayatiasa shareholders just become I called you as what you are, a cheat, liar, kid with no money, no job, no family, no friend and good for nothing but everyday lepak in i3 cari gaduh.

Mike-tikus kid liar and slander dare to repeat your accusation with the page number?


Mikecyc Haha just a Half past Six Kidd Konartist sslleee :
FY21 Annual Report
CORPORATE STRUCTURE

100% Eastern Eden Sdn Bhd : 8,580 hectares

100% Erajaya Synergy Sdn Bhd : 9,841 hectares

100% Poh Zhen Sdn Bhd : 2,933 hectares

100% Simalau Plantation Sdn Bhd.: 4,866 hectares

100% Hariyama Sdn Bhd : 9,645 hectares


>>>
FY24 Annual Report:

100% Eastern Eden Sdn Bhd ( Pulau Bruit )
> 8,580 hectares

100% Erajaya Synergy Sdn Bhd / Daro Jaya ( Mukah )
> 9,841 hectares


100% Poh Zhen Sdn Bhd ( Pulau Bruit )
> 2,933 hectares


100% Simalau Plantation Sdn Bhd
> 4,866 hectares

55%. Wealth Houses ( Pulau Bruit )
> 5,757 hectares

15/11/2024 11:13 PM