A C-level management can owned 10 condominiums in KL (Mont Kiara) and PJ with after tax salarly?

Careful there are so many Puer tea scam.
I doubt ks55 got any buyer to take his 2 tons (66 boxes) puer tea for 7 million ringgit at today's market price.

Repost from Yinson forum.

Posted by Bullrun18 > Aug 27, 2024 5:23 PM | Report Abuse
從那里来了个白痴吃饱没事干在这里說三道四 !!!

It remind me of one upon a time qqq3 vs OTB.
But at least qqq3 now trapped in China market and have no one to blame.

When a company in PN17, it is company management responsibility to prepare a cashflow projection for the coming year to address the going concern per statutory compliance otherwise the external auditor will dare not sign off the financial account for the year.

So are you now disputing the external auditor on:
We have assessed the reasonableness of the cash flow projection provided by the management (Note 2.1)?

Or on capA management on
The going concern of the Group is dependent on the following:
1. Successful implementation of a Revenue Bond program; and
2. Continuous support from Group's lessors??

https://klse.i3investor.com/blogs/kianweiaritcles/2020-04-14-story-h1505958755.jsp

Koon Yew Yin, 21st Aug 2024
A few years ago, one relative asked me to invest for him.

If kYY invested his relative money into dayang then most probably his relative will loss 90% as per KYY own admission of losing 90% of his wealth in Dayang.

Human have emotion and when come to stock they hold Confirmation bias

Confirmation bias is a term in cognitive psychology that describes how people naturally favor information that confirms their existing beliefs.

Example:
Posted by paulthesotong > Aug 22, 2024 3:37 PM | Report Abuse
money for nothing..
https://theedgemalaysia.com/node/723812

Is that really free maney or money for noting?

The so called free money or money for nothing is life saving money to roll over the current lease liabilities and payables from current to non-current bonds/debts to enable capA to survive for another year and lives to fight another day

This is the word of auditor and not mine
We have assessed the reasonableness of the cash flow projection provided by the management (Note 2.1). The going concern of the Group is dependent on the following:
1. Successful implementation of a Revenue Bond program; and
2. Continuous support from Group's lessors

Soneone still cannot understand JHDP 25% equity 75% loan and the loan is 10 years term loan, can JHDP generate enough cash flow to pay dividend?

So come back only in year 2030 to have a second look at jaks.

By the way already how many years all jaks Malaysia business is lose making and quarter ended 31/3/2024 revenue RM 14,217,000 can't even pay the Other Operating and Administrative Expenses RM (15,997,000) and come Q4 will have the usual impairment losses on trade and other receivables

If you over invest with money you can ill afford to lose then one day you will end up like those many very sick, crazy and an extreme psychotic people using many ID to vent their anger, frustration and throwing insults and XXXX in i3 forum.

So please invest with care.

Sad but true there are many listed Malaysia companies with Malaysia CEO working hand in hand with hidden hand to syphon out company money or with pump and dump syndicate to cheat shareholders.

So invest with only your spare money and try not to be the 90% that lose money in stock markets

6) Waiting for Ah Thong to offer MGO for Insas.

5) Waiting for jayatiasa dividend and quater end 30/6/2024 result.

4) Sit back and watching wave formation in Yinson

The first Xingquan
The second HRC
The third Jaks JV JHDP

So next time when you hear China better run far far and fast fast.
Remember to sell your steel, glove and petrochemical stocks

Will there be a third in near future??

Fool me once, I don't know the trick nor why you are playing it on me, so shame on you.
Fool me twice, shame on me because I should have learned by lesson. Fool me thrice shame on the both of us for me not learning the lesson and you fooling me 3 times.

Aiyoyo,
Jaks is yerterday story and DK/KYY/OTB were right on the earning power of JHDP.

What went wrong is insider losing all the money or shoukd I say dishonestly syphon out all the money.

Mind doing one for jaks, insas and jayatiasa?

Anyway if this quarter result not so good still can hope for next quarter result.

Do you think easy to come up with weekly share recommendations?
Read everything with pinch of salt.

I can hardly find one good uptrend stock to invest per month.
Hence try not to be that 90% but the 10%.

I expect egg stocks and tin stock should report a good quarter end 30/6/2024 but its turn up not so good result.

Still waiting for Jayatiasa and Insas quarter result should be good.

For all we know, most likely all the cafe supervisor/macai abusive posting also can be from MikeCheatYouCrazy, a known crazy and an extreme psychotic guy.

Posted by Huangbk722 > Aug 26, 2024 3:43 PM | Report Abuse

Why miketikus use different id, language also becomes abusive? Evolve or revolve

The known crazy MikeCheatYouCrazy had become even crazier and one upon a time he even login as OleOleOle trying to teach Stony how to get capA out of PN17.

Stony must be rolling on the floor laughing non-stop if he happen to read the below.

Posted by OleOleOle > Mar 15, 2024 1:31 AM | Report Abuse
New out of PN17 option without selling AA Aviation business to AAX:

Action 1:
Assume excess valuation for each plane of US$3.8mil. Or may be higher! LOL
Total 219 air planes yield excess value gain of RM3,821mil (1US$ to RM4.5915)

Action 2:
Don't give free CAPI shares to CapA investors, but instead use it to double the goodwill from US listing.
Goodwill RM2.36 bil to RM4.72 bil.

Action 3:
Make agressive profit target for 2024: RM2 bil net profit after tax. LOL

Action 4:
Stop buying new planes for one year. LOL


To get out of PN17:
Total Equity Deficit = - 10,469.5 mil (RM)
Valuation gain = 3,821.0 mil (RM)
US Listing Goodwill = 4,720.0 mil (RM) [Note: No free CAPI share to CapA investors.]
2024 Profit target = 2,000.0 mil (RM)
--------------------------------------------------------------
Net Cap-A Equity = 71.5 mil (RM)
== 1.7c NAPS

I once wrote below about CharlesT
A satire glimpse into I3investment Bloggers Day 2024 featuring CharlesT as one of the speaker

CharlesT aka Charlie’s angels plus Mr. T

CharlesT is well knows as mighty and all knowing (brain with muscles). A walking human lie- detector with sharp observation and photographic memory. No one can escape his scrutiny as he can see straight/right through your mind of your pretending, falsehood or noble intention.

His Topic: How to identify “pump and dump”. Front running them and make million profits.

I only know one tikus trapoed at Jaks penthouse.

OTB should be smarter than that tikus and sold his jaks with profit.

I am happilly watching Yinson price waves show with popcorn and bintang beer.

Afterall both KYY and OTB were played out by ALP.

No point keep looking back as you cannot change the past. Rightly the past belong to the past.

Why not look forward and start afresh with a new Koon-Bee goreng shop?

For all we know, Mike-tikus may not even have 100K to invest. He is here for attention seeking and cari gaduh as he has no other better thing to do.

This is the reason he dare not show how many jaks shares he hold and at what price?

SAD
let it be, let it be
As there are people who will always be miserable and poor.

When will KYY learn to accept after all he has flaws and winning and lossing is part and parcel of the game with grace?

Must he turn against OTB who had help him win hundrend of million?

So his whole purpose of this article is for him to promote KSL again

Who else KYY trying to hit if not OTB.
But then again is old man KYY tell the truth?

Remember he lost a fortune in dayang just because of his ego and misuse of margin finance.

Aiyoyo Mike/Jonh- tikus very good at play acting "kaki kong kaki song" then flagged people and act innocent.

If you are icap shareholder please ask TTB where is his promised innovative dividend for icap shareholders.

ICap's dividend policy will not only be subject to market and economic conditions, but also its value investing investment philosophy, it said. “It will be formulated as such – a base rate of 1% of the NAV per share, plus 8% of the difference between ICAP's share price and NAV.
3 Oct 2023

Is Mike/John is trying to warn Jaks investor by 2040 JHDP will need to stop operation or big CAPEX for transitioning to biomass or ammonia?
After 2030 pay off borrowing (then 10 years big capex for major MTA)then only have 10 more years to recoup the investment

1.) After 2030, Vietnam would not develop any new coal-fired power plants, and active plants that are 20 years or older will begin transitioning to biomass or ammonia. Plants over 40 years old that cannot achieve this fuel switch will be retired

A 72g profit or book gain for sucker billis is still much better than Mike/Joh-tikus looking at his 🍌 or 5 or 6 figures book loss in jaks for already more than a year

Aiyoyo mike/John-tikus rally do not have ball/balls or maybe also banana to show how many Jaks share he hold and at what price despite repeat request and teasing from MusangKing.

Singapore will still depend on local power generation for security reason and the cleaner fuel for power generation is natural gas or hygrogen produce from green energy.

Unlike jaks JHDP most dirty coal power plant, a policy change will phase out the plant moreover BOT mean at the end of BOT plant need to tranfer back to Vietnam government in working condition or need money to dismantle and return back the land to its original condition.

While YTLpower own the power plant and the land and thus is allowed to renew/rebuild any power plant sit on it if plant become obsolete or no more economically to operate or available of new technology.

Kid go somewhere else to loiter if you have nothing to contribute to the discussion on capitalA.

Is growth [Zero Fare Promotion (ZFP)] at the expense of profit good/sustainable?

Repost:
"Investors have poured money into a bottomless pit, attracted by growth when they should have been repelled by it.” - Warren Buffett

In 2016, Warren Buffett started buying a chunk of nearly the entire U.S. industry, eventually paying $7 billion to $8 billion to buy roughly 10% of American Airlines Group, United Airlines Holdings, Delta Air Lines, and Southwest Airlines. By 2019, he had a small profit. Then COVID-19 struck, and he immediately pulled out, calling his investments “an understandable mistake.” A year later, the stocks had taken off, with United and American more than doubling between May 1, 2020, and May 1, 2021. Such is life with airline stocks. They’re suitable only for short-term market timers, and no one—not even Warren Buffett—can time the market, knowing precisely when to jump in and out.

Benjamin Graham, was right from the start. He wrote in 1949 that it’s obvious that the airline industry will take off, but that doesn’t make airline stocks good investments

Is 72g profit something to shout about?
Know how much Mabel earned per week from stock investment?

Do I need to promote Yinson when I can sit back and watch the waves formation?( 2 news FPSO in operation this year and one more on Q1 2026)
Unlike someone promote jaks 24/7/365 for more than a year now non-stop to no avail.

Whatever carbon tax imposed will finally to be bear by consumers.
As business will still go on.

By the way jaks JHDP coal fired power plant most likely has no future and that is why banker change the loan into 10 year term loan.

Hence only come back in 2030 to have a second look at jaks.
Meanwhile it is inevitable jaks price will drop to 5 to 8 sens range

The question can jaks make NP of 55 million when at every q4 big impairment lossess on trade and other receivable?

At ROE of 0.84 and EPS of 0.53 sen and with another bad 2024 financial result, it is inevitable jaks price will drop to 5 to 8 sens range

Jaks yearly Profit :
2021 : RM 51.9 million
2022 : RM 53.5 million
2023 : RM 15.5 million
2024 ( 1st Quarter) : RM 12.4 million

Jaks :
ROE 0.84
P/E 35.65
EPS 0.53
NTA 0.6300

Kid go somewhere else to loiter as you have nothing to contribute to the discussion on capitalA.

https://klse.i3investor.com/blogs/Sslee_blog/2019-02-02-story-h1457009258-Love_our_Palm_Oil_Part_I_Palm_Oil.jsp

Soyoil is not heat stable (oxidized easily) due to the present of high polyunstaturated C18" and C18'"

Wherease palm oil is heat stable due to high only high monounsaturated C18' and low in polyunsaturated C18"

Palmatic acid is used as animal feed for milk cow as feed supplement/formulation to induce high milk production

Milk fat is high on POP triglyceride palmatic-oleic-palmatic.
POP fat can be manufactured by esterification of 2 molecule palmatic acid + 1 molecule of oleic acid with 1 molecule ofvglycerin to 1 molecule of POP fat.

Balian is right all this while capA only make profit by buying planes in bulk with bulk discount and then overcharge it regional JV companies for planes lease from capA owned lease company.

The last big profit and big dividend was profit from bulk selling of AA planes to lessors and now without own planes CapA aviation is at the mercy and pleasure of lessors.

CapA business model is not to make profit from flying people and that model with tagline 'Now Everybody can Fly' will be the downfall of capA aviation if not corrected soon.

So that 3 billion is just to roll over the current lease liabilities and payables from current to non-current bonds/debts to enable capA to survive for another year and lives to fight another day.

Debts is one things but the biggest problems is lease payment owed to lessors. These lease payment had been roll over since covid and as at 31/3/2024
The current lease liabilities RM 5,985,234,000
And trade and other payables RM 4,023,726,000

Tell me can capA generate enough cash flow to pay the current lease and payables in the next 12 months?
If cannot pay planes lease and overdue lease payment then lessors can just pull out their planes and that will be the end of your beloved capA.

Q1 end 31/3/2024
RM '000
Cash flow from financing activities
Proceeds from borrowings 351,371
Repayment of borrowings (58,914)
Repayment of lease liabilities (726,424)

MM already making cocoa butter subsitute from palm and also milk fat POP from palm.

If you look into past 5 years Malaysia CPO production of less than 20 million and Indonesia production of less than 50 million. It can only mean no more new planting (deforestation) was allowed any more.

The average per hectare yield of 3-5 MT is still very low compare to palm tree potential of 10-20 MT. So what needed is the West to work together on seedling R&D and best plantation practices to increase the production yield without anymore need for addition land or even better to return plantation land to forest if only those Scientist can increase the yield.