Sslee

Sslee | Joined since 2016-08-31

Investing Experience Beginner
Risk Profile Moderate

Emotional Introvert Most defining characteristics: You are sensitive, melancholic and a perfectionist. You are a very emotional, caring and dedicated person. You believe that there is a bigger picture in life, one that we can’t really see, but we can feel. You are very compassionate, strong minded

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239

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6,830

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Summary
Total comments
6,830
Past 30 days
341
Past 7 days
68
Today
3

User Comments
Stock

5 days ago | Report Abuse

Are you kidding?
The AAX IPO shareholders saw Stony magic of turning their share from 10 (ten) become 1 (one).
Should they be happy or mad at Stony?

Stock

5 days ago | Report Abuse

Page: 13
STATEMENT ON MANAGEMENT DISCUSSION AND ANALYSIS OPERATIONAL REVIEW
(A) OIL PALM DIVISION

No. Plantation Planted Area (Ha)
FY2023 FY2024
1 Simalau 4,866 3,846
2 Hariyama 9,645 9,645
3 Wealth Houses 5,757 5,757
4 Lepah 4,099 4,099
5 Daro Jaya 9,841 9,841
6 Lassa 16,287 16,287
7 Eastern Eden 8,580 8,580
8 Sawai 5,448 5,448
9 Kabang 2,133 2,133
10 Poh Zhen 2,933 2,933
Total 69,589 68,569

Kid, dare to say clearly Jayatiasa Board/Management falsified the FYE2024 Annual report page 13?

Stock

5 days ago | Report Abuse

Kid, dare to give your real name?
I will write to jayatiasa and ask 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

Refer Jayatiasa FY2024 annual report page: 145

Investments in subsidiaries (contd.)
Details of the subsidiaries are as follows:
Proportion of Country of ownership interest
Name of subsidiaries incorporation Principal activities 2024 2023
% %
Direct subsidiaries of the Company
Hariyama Sdn. Bhd. Malaysia Development of oil palm plantations, palm oil processing and its
related activitie
100 100


Mikecyc Note : Figures shl be vary on outsourcing FFB factor … FY23 is 10 % … FY24 is expected 20 % … FY25 ? No worries, Konartist Ssllee Shl has the figure!!!🤔

👉👉👉 And most worried is on FY24 ended June2024 :
>>> 100% Hariyama Sdn Bhd : 9,645 hectares ( planted area ) is no longer owned by Jtiasa. ??? 😱😱😱🤔

9645 / 69589 = 13.9 % 😱
15/11/2024 9:11 PM

Stock

6 days ago | Report Abuse

Why worry when CPO price is still above RM 5K+?

FYE 2024 quarterly CPO price
Quarter ended 30/9/2023 CPO price: RM 3732
Quarter ended 31/12/2023 CPO price: RM 3616
Quarter ended 31/3/2024 CPO price: RM 3838
Quarter ended 30/6/2024 CPO price: RM 4026
With FYE 2024 FFB production of 1,155,478 MT, Jayatiasa plantation reported EBITDA of RM 414 million.

For FYE 2025 Management budgeted FFB production 1,211,852 MT, so if CPO price can hold at this elevated price what will be FYE2025 earning?
Remember share price will go up if earning go up

Have a good week end and let's kid lepak in i3 for the whole weekend while I am preparing my AGM questions for jayatiasa and Insas.

Market Summary
Company Announcements
Market Information
Market Data Overview
As at 15 Nov 2024 05:00 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Jan 2025 5,058.0000 +94.0000 42,776 106,804
2 FCPO Feb 2025 5,026.0000 +104.0000 30,519 82,678
3 FCPO Mar 2025 4,930.0000 +102.0000 10,776 38,359
4 FKLI Nov 2024 1,594.5000 -4.0000 5,281 36,361
5 FCPO May 2025 4,680.0000 +88.0000 4,278 20,549
6 FCPO Dec 2024 5,082.0000 +79.0000 3,850 23,144
7 FCPO Apr 2025 4,810.0000 +97.0000 3,531 19,501

Stock

6 days ago | Report Abuse

Sslee Petron corp q3 end 30/09/24 result out:
Peso million
Net income: 1,086
Attributable to:
Equity holders of parent company: 1,071
Non controlling interest: 15

Since Petron corp hold 73.4% Petronm hence
Petronm income = Peso 15/0.266 =56.39 million
AT 30/9/24 1 RM =13.57 Peso
Q3 net profit= RM56.39/13.57= RM 4.16 million

Stock

6 days ago | Report Abuse

Most likely profit taking or spooked by you know who into selling.

Stock

6 days ago | Report Abuse

Picked up some jayatiasa and Yinson

Stock

6 days ago | Report Abuse

JAKS Pacific Power Hong Kong Limited* ("JPP") holding
Indirect JV held through JAKS Pacific Power Limited
JAKS Hai Duong Power Vietnam Company Limited* coal-fired thermal("JHDP") power plant

Stock

6 days ago | Report Abuse

Oh my god don't tell me kid never read jaks 2023 annual report and did not know
Page: 85 -
8. Investment in Joint Ventures (“JV”) (Cont’d)

But still go every i3 forum to promote jaks?

Did he also read below 51% subsidiary before creating his Faked Facts n figures… on monetized assets?
Page: 82 -
7. Investment in Subsidiary Companies (Cont’d)
(b) Material partly-owned subsidiary companies (Cont’d)
Summarised statements of financial position as at 31 December 2023:
FP MNH Total
RM RM RM
Non-current assets 232,040,920 324,605,814 556,646,734
Current assets 910,656 5,764,090 6,674,746
Total assets 232,951,576 330,369,904 563,321,480
Current liabilities 221,684,498 204,961,046 426,645,544
Non-current liabilities 64,635,068 196,443,411 261,078,479
Total liabilities 286,319,566 401,404,457 687,724,023
Total equity (53,367,990) (71,034,553) (124,402,543)

Stock

6 days ago | Report Abuse

Kid keep complain Yinson interest expense is high but did he know that JHPP interest expense for FYE 2023 is RM 469,976,824 how many % of total loans?

Stock

6 days ago | Report Abuse

Jaks JHPP
2023 2022
RM RM
Current financial liabilities
(excluding trade and other payables and
provisions) (711,609,518) (597,039,267)
Non-current financial liabilities
(excluding trade and other payables and
provisions) (3,972,787,018) (4,401,923,432)

So per year need to repay loan principal ( 711,609,618 + interest payment)

income for the financial year 436,865,607 520,633,162
Amortisation/Depreciation (327,852,531) (317,750,163)
Interest expense (469,976,824) (265,209,747)

Cash flow (Income + Depreciation) 764,718,138 just enough to pay the loan principal 711,609,518

Stock

6 days ago | Report Abuse

As of jaks due to JHDP 25% equity 75% loan.
Since the loan is 10 year term loan hence whatever earning in the first 10 years will be used up for loan repayment.

So only have a second look at jaks in year 2030 untill then jaks need yearly PP or RI for working capital and loan repayment.

Stock

6 days ago | Report Abuse

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, 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 rates

Stock

1 week ago | Report Abuse

Repost:
Kid still slanderous and everything in between except answering a simple question how many jaks share are you currently holding?

Stock

1 week ago | Report Abuse

Kid do you have any money to buy any stocks lately?

T+2 Contract
Buy 12/11/2024 14/11/2024 INSAS 30,000 0.930000 28,006.12 0.00 30,000 28,006.12
Total : 28,006.12 0.00 30,000 28,006.12

T+1 Contract
Buy 13/11/2024 15/11/2024 DXN 20,000 0.460000 9,235.76 0.00 20,000 9,235.76
Buy 13/11/2024 15/11/2024 INSAS 5,000 0.920000 4,617.88 0.00 5,000 4,617.88
Buy 13/11/2024 15/11/2024 JTIASA 10,000 1.180000 11,845.04 0.00 10,000 11,845.04
Total : 25,698.68 0.00 35,000 25,698.68

Stock

1 week ago | Report Abuse

Repost:
Kid still slanderous and everything in between except answering a simple question how many jaks share are you currently holding?

Stock

1 week ago | Report Abuse

Kid were you born yesterday?

Stock

1 week ago | Report Abuse

Kid growth up, get a job and don't spend so much time in i3 posting gibberish

Stock

1 week ago | Report Abuse

BOD, will Capital A chief executive officer Tan Sri Tony Fernandes, demonstrate his confidence by converting his RCUIDS holdings into CapitaA shares?

Ans: Tan Sri Tony Fernandes responded that he would convert his RCUIDS into shares.

Stock

1 week ago | Report Abuse

Why worry when CPO spot price is still above RM 5K+?

FYE 2024 quarterly CPO price
Quarter ended 30/9/2023 CPO price: RM 3732
Quarter ended 31/12/2023 CPO price: RM 3616
Quarter ended 31/3/2024 CPO price: RM 3838
Quarter ended 30/6/2024 CPO price: RM 4026

With FYE 2024 FFB production of 1,155,478 MT, Jayatiasa plantation reported EBITDA of RM 414 million.

Stock

1 week ago | Report Abuse

Only managed to get some at 92 sen. The rest q buy did not matched.

Stock

1 week ago | Report Abuse

Bought some at 1.18
Tomorrow q buy again

Stock

1 week ago | Report Abuse

I can only hope once AAX take over capitalA aviation, AAX does not default on payment due and somehow able to recapitalise AA Indonesia and AA Philippine.

Stock

1 week ago | Report Abuse

Nothing to attack these are Q3 2024 financial report at AAV and PT AIRASIA INDONESIA TBK website.

Stock

1 week ago | Report Abuse

Repost:
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 can expect the quarter end 30/9/2024 plantation
EBITDA of at least: RM 358.41 X 343,397 = RM 123,076,918

Quarter ended 30/9/2023 CPO price: RM 3732
Quarter ended 31/12/2023 CPO price: RM 3616
Quarter ended 31/3/2024 CPO price: RM 3838
Quarter ended 30/6/2024 CPO price: RM 4026

Jul 2024 MPOB CPO spot price: RM 4034
Aug 2024 MPOB CPO spot price: RM 3910
Sep 2024 MPOB CPO spot price: RM 4023
Oct 2024 MPOB CPO spot price: RM 4387

Budget FYE2025 FFB production 1,211,852 MT

Jayatiasa plantation EBITDA for FYE 30/6/2024 is RM 414 million.
FFB production: 1,155,478 MT
Or CPO 228,631MT + PK 52,399MT

Plantation Revenue per MT FFB = 957,886,000/1,155,478 = RM 829.00
EBITDA per MT FFB= 414,132,000/1,155,478= RM 358.41
Direct cost = 829-358 = RM 470.59 per MT FFB

Segmental Information
The financial information in respect of the Group’s business segments for the current financial year
ended 30 June 2024 is as follows:
Oil Palm Timber Others Elimination Total
RM'000 RM'000 RM'000 RM'000 RM'000
REVENUE
External 957,886 56,589 1,317 1,015,792
Inter segment 720,949 83,663 3,320 (807,932) -
Total Revenue 1,678,835 140,252 4,637 (807,932) 1,015,792
EBITDA 414,132 (20,520) (1,598) - 392,014
Finance cost (9,998) (8,352) (111) - (18,461)
Depreciation and amortisation (125,588) (10,067) (2,051) - (137,706)
Segmental result 278,546 (38,939) (3,760) - 235,847
Group admin and overhead cost (27,064)
Other expenses (2,190)
Profit before tax 206,593

Stock

1 week ago | Report Abuse

By the way my DXN also -20.28 %

Stock

1 week ago | Report Abuse

Who is the TA guru saying with confident jaks 18 floor is the ground floor? And now trapped at jaks 24 floor penthouse.

Stock

1 week ago | Report Abuse

So still slanderous and everything in between except answering a simple question how many jaks share are you currently holding?

Stock

1 week ago | Report Abuse

my current holding in INSAS-WC
3379WC INSAS-WC 550,000 0.2129 0.1550 117,095.00 85,250.00 -31,845.00 -27.20

Stock

1 week ago | Report Abuse

Still pusing and pusing with his gibberish but no answer to a simple question how many jaks share are you currently holding?

Stock

1 week ago | Report Abuse

Haha,
What kind of a man dare to talk so much and promote jaks with his giberish and slanderous in every forum 24/7/365 for the past one and a half years but still no bola to answer a simple question of how many jaks share he hold currently?

By the way jaks is like his dead bola/little adik languishing at 12.5 to 14.5 sen, so please don't toxic every i3 forum........🤣🤣🤣

Stock

1 week ago | Report Abuse

PT AIRASIA INDONESIA TBK.
The Group incurred total consolidated loss for the year and total comprehensive loss for the period
ended September 30, 2024 of Rp597 billion, and reported consolidated accumulated losses and
capital deficiency as of September 30, 2024 of Rp14,910 billion and Rp8,499 billion, respectively, and that its consolidated total current liabilities exceeded its consolidated total current assets by Rp8,530 billion as of such date.

Stock

1 week ago | Report Abuse

AAV
Profit and Loss
In 3Q2024, the Company reported EBITDA of Baht 1,772.2 million, marking a 355 percent increase from the same period last year, mainly driven by improved yield generation. Consequently, the Company reported a net profit of Baht 3,446.4 million for the period, compared to the net loss of Baht (1,694.7) million in 3Q2023 primarily due to an FX gain of bath 4,236.2 million, mostly unrealised. Excluding FX impact, core profit for the quarter was Baht 57.4 million, compared to a core loss of Baht (1,043.9) million in 3Q2023.

https://www.aavplc.com/en/document/viewer/126309/management-discussion-and-analysis-q3-2024

Stock

1 week ago | Report Abuse

Haha talk so much but when ask to post how many jaks shares he currently hold he suddenly become no balls or is he no balls all the time?

Stock

1 week ago | Report Abuse

So is he has no balls to post how many jaks shares he currently hold?

Stock

1 week ago | Report Abuse

Repost:
Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD
Nov 9, 2024 4:38 PM | Report Abuse
Already in and out of jail for so many times and still did not repent and continues with slander, misinformation and gibberish.

Stock

1 week ago | Report Abuse

The fact is while I'm looking at how many digits book gain with my jayatiasa and someone is licking his wounds looking at his how many digits book lose in jaks.

Stock

1 week ago | Report Abuse

Done 0.92.
Q buy again tomorrow

Stock

1 week ago | Report Abuse

Repost:
Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD
Nov 9, 2024 4:38 PM | Report Abuse
Already in and out of jail for so many times and still did not repent and continues with slander, misinformation and gibberish.

Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD
Nov 9, 2024 4:35 PM | Report Abuse
So what is the intent of rat to purposely omitted the next senstense "We have nothing to report in this regard on the Directors’ Report

The Buddha defined karma as intention; whether the intention manifested itself in physical, vocal or mental form, it was the intention alone which had a moral character: good, bad or neutral. As one intends and acts, so does one become: one becomes virtuous by virtuous action, and evil by evil action.

If you feel you are trapped and can't escape. You are welcome to read below blog on Karma:
https://klse.i3investor.com/blogs/Sslee_blog/2019-12-28-story-h1481948...

Stock

1 week ago | Report Abuse

Annual report FYE2024 page: 145
Country of ownership interest Name of subsidiaries incorporation Principal activities 2024 2023 % %
Hariyama Sdn. Bhd. Malaysia Development of oil 100 100
palm plantations, palm oil processing and its related activities

General

1 week ago | Report Abuse

I already sold most of my Insas with good profit.

By the way Philip fall in love with Pchem and did not know PChem is a good company in a cyclical business otherwise he would have sold when price breakthro' the RM 10 and buy back when price on retreat

Stock

1 week ago | Report Abuse

Someone not even know Hariyama plantation land is 10,600 hectara

Hariyama 10,600

Retus, Mukah Lot 1, Block 6 Retus Land District
Leasehold land expiring on 23.02.2063
Oil Palm Estate, CPO Mill, Building& Quarter
7,233.4 hectares
17 years 47,770 28/Aug/2003
Oya-Dalat District Lot 9, Block 362 Oya-Dalat District
Leasehold landexpiring on 23.02.2063
Oil Palm Estate,Building & Quarter
3,454.9 hectares
16 years 6,861 28/Aug/2003

Stock

1 week ago | Report Abuse

Someone no even know what type of land is suitable for padi and palm oil cultivation.

Can kedah padi land conveted into planting palm oil or can previously rubber tree land converted to plant paddy?

Stock

1 week ago | Report Abuse

Oct 2024
Crude Palm Oil 23,013 metric tonnes
Palm Kernel 5,192 metric tonnes
CPO 23,013 x 4387.5= RM 101 million
PK 5,192 x 2773= RM 14.4 million

Looking forward to Nov & Dec production, CPO and PK price.

Stock

1 week ago | Report Abuse

KUALA LUMPUR (Nov 11): Malaysia’s palm oil stocks at the end of October this year fell 6.32% from the previous month to 1.88 million metric tonnes, the first decline in inventory in three months, data from the industry regulator showed on Monday.

Crude palm oil production was down 1.35% in October from September, to 1.80 million tonnes, while palm oil exports ticked up 11.07% to 1.73 million tonnes, the Malaysian Palm Oil Board (MPOB) said.

Stock

1 week ago | Report Abuse

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2024 as follows:

Product Production
Fresh Fruit Bunches 110,504 metric tonnes
Crude Palm Oil 23,013 metric tonnes
Palm Kernel 5,192 metric tonnes
Logs 11,720 cubic metres

This announcement is dated 11 November 2024.

Stock

1 week ago | Report Abuse

BURSA MALAYSIA
Market Summary

Market Information
Market Data Overview
Market Data Overview
As at 11 Nov 2024 05:12 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Jan 2025 5,195.0000 +94.0000 40,633 122,362
2 FCPO Feb 2025 5,137.0000 +98.0000 14,059 47,003
3 FCPO Mar 2025 5,032.0000 +94.0000 5,564 29,214
4 FKLI Nov 2024 1,611.5000 - 5,284 35,956
5 FCPO Dec 2024 5,236.0000 +92.0000 4,130 28,042
6 FCPO Apr 2025 4,903.0000 +82.0000 3,020 18,195
7 FKLI Dec 2024 1,614.5000 - 235 1,507
8 FKLI Mar 2025 1,602.0000 - 74 644
9 FCPO Nov 2024 5,270.0000 +110.0000 45 2,267
10 FGLD Nov 2024 2,680.0000 +5.9000 3 8

News & Blogs

1 week ago | Report Abuse

There are so many lose making listed companies in Bursa and GLC, yet the CEO and BOD still get their fat cat salarly/allowance and bonus.

So growth up, no one will work for free.