Investment Holdings: We are upbeat on YTLPOWR’s 500MW Green Data Centre project. Of note, its phase I 48MW IT Load Hyperscale Data Centre already has Sea Limited as its anchor (taking up 32MW). The Data centre is expected to contribute to earnings by 4QFY24. Overall, we do not expect data centre contribution to be significant yet in the near term but will be an important earnings driver once scaled up

According to a presentation by SingTel on Aug 23 this year, its Digital Infrastructure Co under which the RDC business is parked, recorded revenue of $72 million, and ebitda of $44 million in 1QFY2024 for the three months ended June, compared to revenue of $273 million and ebitda of $172 million in FY2023.

KKR’s purchase price of $1.1 billion for a 20% stake in SingTel’s RDC, translates into an enterprise value (EV) of $5.5 billion, and an historic EV/Ebitda multiple of 32x for the Digital Infrastructure Co. According to the presentation, 62MW is online, with plans to develop around 200MW. Hence, some analysts read it as KKR acquiring 31% of the RDC business for $1.1 billion.

Based on the Aug 23 presentation, in 1QFY2024, the utilisation rate for 62MW in Singapore was 99%. The revenue mix is a “balanced” mix from hyperscalers and enterprises.

Later the local supplier will also file lawsuit against China supplier.
So where will it end?

Collect Yinson only on the dip once news of first oil FPSO Maria Quiteria by 4QFY25 and FPSO Atlanta by 3QFY25, Yinson price should go up.

It like building a power plant during contruction period you can claim contruction profit but no cash flow because of capital outlay.

Only after COD or for FPSO first oil then lease rental come it that should take care of loan principal and interest payment plus profit that contribute to positive cash flow.

YINSON FY25 is from 31 Jan 2024 to 31 Jan 2025.
Hence
3QFY2025 is 1st july 24 to 31 Oct 2024
4QFY2025 is 1st Nov 24 to 31 Jan 2025.

Posted Date: 21 Mar, 2024
Yinson Production’s FPSO Atlanta set sail to Brazil today, marking the successful completion of the project execution phase, and is expected to arrive in the Atlanta field in the Santos Basin offshore Brazil during the second quarter 2024. The sail away follows the grand naming ceremony that was held for the FPSO in December 2023.

See see look look say he invested 50% in valued dividend stocks and 50% high risk high reward stocks.

So far he already trapped himself in jaks, capA and Hengyuan.

Knowing TheContrarian, he had been doing that not just for Insas but many of the undervalued stocks in Bursa.

Key takeaways from YINSON’s results briefing are:-

1. YINSON guided for first oil from FPSO Maria Quiteria by 4QFY25 and FPSO Atlanta by 3QFY25. FPSO Agogo is slated to start operations in FY27.

2. FPSO Agogo achieved a 50% completion rate in 4QFY24, doubling its progress from 25% in 3QFY24, keeping it on track for its scheduled delivery.

Yinson can't afford to give good dividend for next 3-5 years because cash is needed to expand business and paying bank interest.

I only hold a small position in Yinson. Sold my Armada to buy Yinson.
Armada Kraken lease rental will be reduced by 70% from April 2025. Fixed lease expired and option lease is 70% of fixed lease

YES csn't even compete with local telco. Do you think Ytlpower Data center can compete with many MNC companies data center?

As I said before jaks having cashflow problem till 2030.
So jaks price stay depressed till 2030.

Jaks need many more RI or PP from 2026 till 2030.
Jaks will not have money or access to bank facilities to undertake any new projects.

Post removed.Why?

Common Stocks and Uncommon Profit.
Do you know Insas growth it NAPS 30/6/2014 RM 1.728 to 30/6/2023 RM3.375 a CAGR of 7.72%
But the NAPS growth did not reflect into its share price.
Why?? Inefficient of market?

But even then people like TheContrarian still can make a 4 fold gain.
My question isn't TheContrarian method qualified him as the true method on turning Common Stocks into Uncommon Profit?
So why you insist Fisher method is the only right method?

If you buy 10,000 shares at 60 sen, sells all at RM1.10 your original RM6,000 becomes RM11,000 and with that amount you can later buy back say, 15,000 shares at around 70 sen. Then sell the 15,000 shares at RM1.20 to get RM18,000. Later when price drops back to say, 80 sen, you can buy 22,500 shares. And after selling off 22,500 shares at say, average price of RM1.30 you realised a total of RM29,250 , that's a gain of RM23,250 from your initial cost of investment of RM6,000 , almost 4 fold gain

Will top up Insas again at year end or if Insas fall below 90 sen.

Today sold some prestar and top up MSC. MSC 7 sen dividend coming and next quarter result should be better due to increase tin price.

Come May will start accumulate some Petronm for the dividend of 23 sen.

By the way the cash in my trading account is from my Insas sold down.

Jayatiasa already pare down debts and in net cash positive.
Start paying dividend. Dividend pilicy payout not less than 20% of PAT.

6 months end 31/12/2023:
Net cash flows from operating activities RM 228,370,000

JAYA TIASA HOLDINGS BHD MAIN : Plantations
Last Price Today's Change Day's Range Trading Volume
1.37 +0.02 (1.48%) 1.33 - 1.37 6,044,800
Market Cap: 1,334 Million
NOSH: 974 Million
Avg Volume (4 weeks): 7,625,142
4 Weeks Range: 1.13 - 1.53
4 Weeks Price Volatility (%): 60.00%
52 Weeks Range: 0.605 - 1.53
52 Weeks Price Volatility (%): 82.70%

I totally agreed!

Posted by xiaoeh > Mar 25, 2024 6:54 PM | Report Abuse
Mike u are capable of make up stories
i am curious what has got inside ur head ha...?
all spiderweb or rubbish that lead u to nowhere...?

Repoat:
Still talk cock abt his 50% and 50% but nothing to show?

Posted by Mikecyc > Mar 25, 2024 11:59 AM | Report Abuse
Haha as l had replied Philip that my investing capital divided into 50 % : 50 % = 


A ) 50 % in Value n Growth stocks with DIVIDEND payout higher than Bank interest rate …or esp those with Dividend Policy , eg : 60 % .. 


Coming ipo on 99 Speed Mart with Dividend policy 50 % .. 


B) 50 % in higher risk stocks with Calculated Risk

Do not look only at PE ratio because profit can be from one off reversal of provision additional loss of investment.

Look also the cash flow, did AAX generate positive cash flow?

Still talk cock abt his 50% and 50% but nothing to show?

Posted by Mikecyc > Mar 25, 2024 11:59 AM | Report Abuse
Haha as l had replied Philip that my investing capital divided into 50 % : 50 % = 


A ) 50 % in Value n Growth stocks with DIVIDEND payout higher than Bank interest rate …or esp those with Dividend Policy , eg : 60 % .. 


Coming ipo on 99 Speed Mart with Dividend policy 50 % .. 


B) 50 % in higher risk stocks with Calculated Risk …

Can I concluded that Mike-tikus use his mouth for brainless talk but nothing to show?

Mike-tikus use his mouth for brainless talk but nothing to show.

Why do I need to explain SCIB when I just bought 20,000 SCIB share to support a friend?

Come back 2025 to see what will be SCIB price?

Mike-tikus,
Don't envy ya, I am holding 40% cash and 60% equity in my trading account.

The big four in my portfolio now are:
Jayatiasa
Insas
OSK
Pantech

So dumb dumb dumbass mike-tikus went berserk because 50% of his capital trapped in jaks and another 50% trapped in capA.

Am I right?

CapA is now at what price.
If only someone has listen to me and sold capA to buy jayatiasa then, what will be his gain now?

I sold jaks for my free bintang beer and lobsters only dumb dumb dumbass mike-tikus hold jaks at 19 sen till now.

Me trapped at jaks 2017???
See how fast I sold all my Hengyuan but one dumbass tikus trapped at 44 floor.

50% trapped in jaks
And 50% trapped at capA.

Am I right?

👉 YTLpower price had been press down since 2013 until Below RM 1.00 on 2022 …
👉👉Jaks price had been press down on 2018 n on 2021 until RM 0.155 …on 2024..

So jaks price will be continues press down from 2024 till 2030?
Am I right?

So no worries and no need to look look see see at jaks but only come back in year 2029/2030.

Know how Stony solved the PAA problems?
Stony abuse his power using capA to increase PAA holding from 40% to 100% without shareholders agreement or disclose the detail of the deal to Bursa hence end up with a disaster balance sheet.

31/12/2023: 31/12/2022
RM'000: RM'000
Total equity: (10,469,461): (9,516,958)
Shareholders' equity: (8,710,574): (5,725,093)
Net current liabiliaties: (12,507,207): (8,509,066)

Tony Fernandes literally loses his shirt! Isla Lipana red flags Air Asia Philippines after hemorrhaging P14B in last 2 years
BILYONARYO.COM
October 23, 2023
Things are getting turbulent in Tony Fernandes’ Air Asia Philippines (AirAsia) adventure as the budget carrier has taken a nosedive, racking up a jaw-dropping P14 billion in losses over the past two years.

Isla Lipana & Co., the auditing firm, isn’t pulling any punches and is openly questioning whether Fernandes can navigate AirAsia through financial storm clouds.

In the firm’s latest annual report, Isla Lipana said AirAsia’s massive losses -P7.9 billion in in 2022 and P6.4 billion in 2021 – which have pushed its capital deficiency to P39.9 billion or 60 times its original capital.

Beyond these losses, AirAsia is grappling with unpaid obligations to creditors and aircraft lessors.

As of 2022, AirAsia is mired in a liability quagmire, with P11 billion in dues and demandable payments and another P24 billion due within a year.

The airline’s struggle to meet its obligations predates the pandemic. In 2018, it failed to meet financial commitments related to a P1.78 billion loan from BDO Unibank. The carrier managed to postpone payments to BDO as well as restructure its lease contracts with aircraft suppliers.

Isla Lipana said these figures indicate that a “material uncertainty” exists on its ability to continue as a going concern.

Post removed.Why?

Joyful employees?
Know how many months bonus SIA pay their employees and already how many years air asia never pay bonus to employees.

Imagine if only this dumbass Mike-tikus listen to me, sold his jaks 6 months ago and bought Insas-WC then sold Insas-WC to Ah Tong for 40+ sen what will be his gain by now?

Who is the dumbass trapped high at jaks 19 floor and become so desperate, promote Jaks day and night 24/7/365 non stop to non avail and went berserk at insas forum while I sold Insas-WC 2 times for multibagger gain and also sold most of my Insas for handsome gain?

Dumb dunb dumbass Mike-tikus is jaks an awful/hopeless company never pay dividend but suck all the money from shareholders with unending RI, PP and LTIP?

Another RI of RPS to redeem the mature RPS.
It is almost like refinance to finance the retired loan.

The recent unfavourable weather and outbreak of swollen shoot disease had resulted in lower cocoa bean yield. This can happen to any tree crop unlike seasonal cash crop where the seasonal plant know they only have few months time to grow.

For tree crop you are facing with tree aging and plant disease that drastically cut down the crop yields.

Cocoa prices have more than doubled since the beginning of last year, reaching an all-time high of $9,010.59 per ton on the New York commodities market in the second week of February.

Unfavourable weather conditions, smuggling, and swollen shoot disease are said to have contributed to the price increase, resulting in lower crop yields in Côte d'Ivoire, which produces nearly 40% of the world's cocoa bean, and Ghana, which produces 20%.

The current major threat to palm oil productivity is Ganoderma boninense. Once the palm tree is infected then the productivity can come down from CPO yield of 5MT+ per hectare per year to below 3 MT.

UP yield are high because UP monitor the palm tree for early detection and when they detect the disease they will uprooted the whole tree and replant with new tree to prevent the diesease from spreading (root to root spreading) to other trees.

Basal stem rot of oil palm caused by Ganoderma boninense is the most serious disease of oil palm in Malaysia, Indonesia, and other oil-palm-producing countries. Economic losses caused by the disease can be up to USD500 million a year. For many years, basal stem rot was found to infect older palm trees of more than 25 to 30 years in age. Only in the 1950s, the disease began to appear in much younger palm trees, 10 to 15 years old, and, in the last decade or so, palm trees as young as 1 year were infected by the disease. The highest incidence occurs in coastal areas of Southeast Asia but the disease has now infected oil palm in inland areas, mainly oil palm planted in peat soils. Disease incidence is also high in areas previously growing coconut or forest. Basal stem rot infection and spread occur through root-to-root contact, and basidiospores that colonize the roots also play a role. In the early stages of infection by G. boninense, the pathogen behaves as a biotroph and later as a necrotroph, secreting cell-wall-degrading enzymes and triggering host defense responses. Genes, gene products, and metabolic pathways involved in oil palm defense mechanisms against G. boninense have been identified and these metabolites have the potential to be used as markers for early detection of the disease

TQVM.
I am grateful to all you well wishes.

Very important even if it is a pump and dump make sure you are not the one holding the bag when the music stop.

KYY lose a lot on money back to bursa because of his ego and also he himself become an easy target for insiders pump and dumb con job.

Everyone are welcome to i3 to talk about investment.

I3 stands for:
Independent, Intelligent, Informed.

I3investor as an independent portal, has enable people from many different background, culture, experience, age group to contribute their unique opinion, philosophy, strategy and information that have benefited many i3 readers so that they can make an intelligent and informed decision on how to manage their own risk and investment portfolio.

Chinese just want to build a better life in this lifetime for himself, his family, his communities, his rightminded comrades and this country he call home.

Currently I still hold on my Jayatiasa with handsome book gain. Will jayatiasa turn out to be my multibaggers, I hope so.

So far I sold Insas-WC for multibaggers gain 2 times already. I am now waiting for any more chance to make another multibaggers gain before Insas-WC expired on 2026.

Then why jaks LSS4 is till lose making for the last 2 quarters?

The world has changed and with easy access to information and you are now competing with fund managers, sharks, billis, even with cumputer programe trading software and maybe AI in the near future.

So the only rule now that still valid is you can't afford to lose 50% of your capital. Set your cut lose level and also minitor your winners are the micro and macro conditions going to against it, then you better take profit before your paper gain become paper lose.

You can always keep cash and wait for the strom to blow over before reinvest again.

If inari continue going up then I think Insas will also follow provided Mike-tikus do not come to Insas forum and hang his big slanderous banner.