Aiyoyo Mike-tikus still die die also must promote jaks and don't know Jaks cash flow is negative and needed yearly RI or PP for working capital and loans repayment.

Yinson price can't move until Yinson can show the FCF which will be soon.

So in summary Jaks is a gruesome stock🤮

Mike-tikus mind also put in what 3iii highlighted about jaks?

The only reason why YINSON share price increased by 15% is because of SBB. Without it the Price should had tested the 52 weeks low of RM 2.25

Philip ( buy what you understand) John, any reason why yinson share price today from 7.5b market cap increase to 8.6b during this period ? how come with all the uncertainty sumitomo group and kawasaki invest USD 50 million into Yinson FPSO? if you want to post "facts" and "figures" at least can be transparent and share full story instead of the perspective you want to display. after the article you shared was done, YINSON share price increased by 15%? something wrong somewhere..

The best story is Jaks,
ALP show he can't pay you back your money but still so many suiyees (Mike-tikus alike) like to give their money to Jaks (endless RI and PP)

Once upon a time many investors were begging Bernard L. Madoff Investment Securities LLC to take their money as Madoff show he can pay back their investment with handsome gain.

As of what happen after that is a history similar to Serba.

Bruit Island is an island in Daro District, Mukah Division, Sarawak, Malaysia. It is located in the Rejang Delta, 150 km northwest of Kuching. With a population of around 9,342 and an area of 417 square kilometres
Island land area 41,700 hectare

21,000 hectare jtiasa plantation:

Land area
Planted area
Hectare
Wealth Houses Plantation 6,000 5,757
Eastern Eden Plantation 10,000 8,580
Poh Zhen Plantation 5,000 2,933
11/09/2024 11:19 AM

FYE 30/6/2024 Jayatiasa acquired 55% Stake in Wealth Houses Development (land owner) for MYR52 Million

Repost:
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ 12 months FYE 30/6/2024

INCOME STATEMENT
Revenue 1,015.8 m
Gross Profit 305.7 m
Operating Profit 227.2 m
Finance costs 18.5 m
PBT 206.6 m
Net Profit 141.1 m

BALANCE SHEET
NCA 1,595.6m
CA 395.7m
TA 1981.3m

CL 141.9m
NCL 175.6m
TL 454.2m

Equity 1,527.1m

Cash & Eq 283.0m
STL & Borrowings 57.7m
LTL & Borrowings 136.6m

Net Asset per Share 1.58
No of ord shares 967.991m

CASH FLOW STATEMENT
PBT 206.6m
D&A 137.7m
OCFBWCC 395.9m
CFO 391.8m
NCF from operating activities 360.0 m

Acquisition of subsidiaries (52.3m)
Acquisition of PPE (49.3m)

Dividend paid (40.7m)

FINANCIAL INFORMATION
JTIASA
Share price 1.070
Market cap 1.042b
ROE 9.14%
P/B 0.68
NTA 1.58
EPS 14.44 sen
PER 7.41
DPO policy 20%
Dividend 3.2 sen
DY 2.99%

FCF 307.4m
10/09/2024 4:13 PM

Jayatiasa plantation EBITDA for FYE 30/6/2024 is RM 414 million.

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

How and when Stony going to turnaround BigPay?

A summary of the key financial performance of the BigPay and its subsidiaries
(“BigPay Group”) for the past 3 financial years up to the FYE 31 December 2023 is set out below:
AuditedFYE 31 December
(a)2021 (a)2022 (a)2023
RM’000 RM’000 RM’000
Revenue 20,879 30,036 46,010
PBT/(LBT) (138,807) (133,741) (103,881)
PAT/(LAT) (138,807) (133,763) (103,881)

Aiyoyo Mike-tikus, I am pulling Philip's leg and you are the one bites his leg.

My opinion still remain the same. No one can create money out of thin air.

I had done my part with questions to BOD and am waiting to read their answers once the EGM Q&A is published in their website

Since I am no more a shareholders of AAX and CapA thus I reserve my opinion to myself and wish everyone best of luck.

Plantation is all hard work facing yearly increasing cost and profitability depend on FFB production and CPO market price.

There will not be any more new land opening for plantation and plantation companies have to increase productivity by better plantation management and replanting with high yield planting material.

The demand for palm oil will increase as population increase as food and oleochemical (home care, personal care, plastisizer and etc)

Agogo Firm backlog (15 years) : USD 4.6bn | Option backlog (5 years): USD 0.7bn

Once Agogo hit first oil in Q1 2026. Yinson FCF will be plentiful.

Aiyoyo Mike-tikus I ask you question on Yinson and you are the one die die also must promote your Jaks every where you go non-stop with your half past six figures and facts.
By the way interest is tax deductable.

Posted by Sslee > Oct 23, 2024 5:48 PM | Report Abuse X

The notes are fully amortising with a maturity of 18.2 years and were priced at a fixed coupon of 8.947%, payable semi-annually starting on 31 July 2024.

Yinson used 18.2 year bond to finance Anna Nery Firm backlog (22.5 years): USD 5.7bn | Option backlog: -

Whereas jaks JHDP use 10 years term loan to finance a 25 years Power plant.

So which company will face cash flow problem and which one will have plenty FCF to reward shareholders?

Mike-tikus punya facts:
Jaks is with cost RM 4.0 million per 1 MW ..
Whereas MIDF Research an article on LSS4 with cost RM 2.0 million to RM 2.5 million per 1 MW .. with tender tariff as low as RM 0.14 per kWh .

Jaks 50MW LSS4.
1.) QR ended September 2023 :
Revenue : 3.3 Million , Loss ( RM 1.4 Million)

2.) QR ended December 2023 :
Revenue: 4.3 Million , Loss ( 0.4 Million )

3.) QR ended March 2024 :
👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18%

4.) QR ended June 2024 :
Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %

👉( Note : Loss is due to Depreciation.) Profit is before tax. After tax profit apa pun tak ada.
Capex = RM 200 million

@TheContrarian,
Sudden spike on CPO price and Mike-tikus run to Yinson to bite Philip leg instead of at plantation stealing palm fruits cause Jayatiasa to spike up 7 sen.

Hope more to come.

Market Information
Market Data Overview
Market Data Overview
As at 23 Oct 2024 05:04 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 4,486.0000 +100.0000 48,325 132,141
2 FCPO Dec 2024 4,512.0000 +101.0000 10,171 55,600
3 FCPO Feb 2025 4,441.0000 +96.0000 8,610 31,525
4 FCPO Mar 2025 4,392.0000 +93.0000 8,558 30,163
5 FKLI Oct 2024 1,642.0000 - 3,418 42,657
6 FCPO Apr 2025 4,336.0000 +86.0000 2,842 18,067
7 FCPO Nov 2024 4,560.0000 +110.0000 2,831 17,932

By the way Mike-tikus from where you get the information or did ALP told you JHDP started paying Dividend from yearly to Half year as at June 2024?

The notes are fully amortising with a maturity of 18.2 years and were priced at a fixed coupon of 8.947%, payable semi-annually starting on 31 July 2024.

Yinson used 18.2 year bond to finance Anna Nery Firm backlog (22.5 years): USD 5.7bn | Option backlog: -

Whereas jaks JHDP use 10 years term loan to finance a 25 years Power plant.

So which company will face cash flow problem and which one will have plenty FCF to reward shareholders?

Aiyoyo Mike-tikus did not know the LSS4 IRR is a poor single digit?
And coming quarter due to raining day will Jaks LSS4 50MW report a lose making quarter?

Is TTB now saying he paid COL the 2021 dividend by mistake?
Can someone ask TTB to file a legal claim to COL to pay back the 2021 dividend?

Ann. Date
Ex Date
Type
Subject
Amount
22-Oct-2024 05-Nov-2024 DIVIDEND Interim Dividend (with Dividend Re-Investment Plan) RM 0.1041
18-Nov-2021 17-Dec-2021 DIVIDEND Special Dividend RM 0.2000
22-Aug-2013 17-Sep-2013 DIVIDEND Special Dividend RM 0.095

Aiyoyo Mike-tikus JHDP IRR 12% but why JHDP can't pay good dividend to jaks?

Can it be the JV China Partner (controlling shareholder) is like Insas Ah Thong very kiamsiap to give dividend?

Aiyoyo Mike-tikus my pet cat rolling on the floor laughing non stop reading your post Jaks Moat compared to Nestle⁸🤣🤣🤣

The question you should ask is why dispose 11.8% stake of FPSO Anna Nery for 59m USD to Japanese investors?

By the way had you ask ALP why jaks did not take up the option of addition 10% equity of JHDP?

Aiyoyo Mike-tikus Anna Nery Firm backlog (22.5 years): USD 5.7bn.
Yinson is still major shareholder of FPSO Anna Nery with equity stake of 63.2%.
Profit will still be in Yinson book only accounting
Profit attributable to:
Owners of the Company : 63.2%
Non-controlling interests 36.8 %

Derivatives
Night & Day Session
Night Session
NO NAME MONTH LAST DONE CHANGE VOL (`00) OI
1 FCPO Jan 2025 4,463.0000 +77.0000 13,566 98,619
2 FCPO Dec 2024 4,493.0000 +82.0000 3,238 50,922
3 FCPO Mar 2025 4,373.0000 +74.0000 2,287 23,953
4 FCPO Feb 2025 4,420.0000 +75.0000 2,087 25,104
5 FCPO Apr 2025 4,318.0000 +68.0000 1,401 16,723
6 FCPO Nov 2024 4,517.0000 +67.0000 830

Aiyoyo Mike-tikus must quickly save his post in Yinson otherwise someone will flagged to post removed🤪🤗🤭

Never in my mind Mike-tikus is better than Philip in his own game of Top Glove, Harta and now Yinson

Yinson BOH CHOW CCCCCCCCCC AAAAAAAAAAAAAAAAAAAA !!🥶

Without SBB will Yinson break the 52 weeks low of RM 2.25?

Selling 11.8% stake of FPSO Anna Nery for 59m USD to Japanese investors.
Yinson now only hold equity stake of approximately 63.2% in FPSO Anna Nery.

Chiamloh tomorrow limit down coming.

By the way buying Yinson now is "buy what comes out in newspapers 2 years from now"

Mike-tikus,
Did you saw Philip screenshot ard March 2021 Top Glove 5.32?
Or did you see ghost?💀🥶😇

Johnchew5 Hoho emm interesting.. Top 4 list on ard March 2021 :
Top Glove 5.32

https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp

https://klse.i3investor.com/servlets/pfs/120720.jsp?stockName=TOPGLOV

no one can time the market.
Agreed but need to know when to sell while the price already reach it peak. Example when Pchem break RM 10 or Insas break RM 1.20

Mike-tikus had done this for almost one and a half year now going every forum to promote jaks with all his misinformation or fake figures as facts.

He follow me to Yinson (I actualy bought some Yinson) just because I gave true figures and facts on Jaks and capitalA.

Aiyoyo Mike-tikus no more facts and figures but gibberish.
When I promote HRC and PetronM what were the crack spread and what are the crack spread now?

By the way one naughty rat trapped at HRC 44 floor penthouse.

Don't rely on income, broaden criteria to define T15, say economists

Agree. If rely only on income then how come our politicians and civil servants can accumulate so much wealth?

https://klse.i3investor.com/blogs/Sslee_blog/2021-02-25-story-h1541261311-What_i3_stand_for_Is_Calvintaneng_your_friend_or_foe.jsp

Mike-tikus, Are you trying to insult Philip' intelligent that my above blog quote, "misled Phillip to challenge me with the Top 4 list , after a few threads , he understood n the challenge is cancelled." Unquote?
Or
Is this another lie from you?

Johnchew5 Hoho KonLee tricks ke .. as during Calvin replied me on happily retired , ran road for 3 months from December 2020 , u posted a blog to praise him n misled Phillip to challenge me with the Top 4 list , after a few threads , he understood n the challenge is cancelled.

Not like yr kon gang le !
22/10/2024 7:14 AM

Aiyoyo Mike-tikus caught with pant down and now accusing people of telling lie when he was the one telling lies after lies non-stop.

Mike-tikus is so proud to tell the whole world that he has a IQ of tikus! 😂😂

Aiyoyo,
Did Mike-tikus know Philip sold his Top Glove too early from 23-March 2020 at RM 6.20 all the way up to 10.20 by 15 May 2020?

Me and CharlesT have a field day making fun of Philip for selling Top Glove just a little bit too early.

So what is Mike-tikus talking about Top 4 list screenshot ard March 2021?

FPSO Maria Quitéria HY (SOV) Brazil and FPSO Atlanta - Brazil considered done.

Loking forward to year 2026 when FPSO Agogo hit first oil.

USD Billion
FPSO Anna Nery HY (SOV) Brazil 5.7
FPSO JAK IG Ghana 1.8
FPSO Helang IG Malaysia 1.1
FPSO AJ - Nigeria 0.8
FSO PTSC Bien2 Sov Vietnam 0.1
FPSO PTSC Lam3 Sov Vietnam 0.006
FPSO Agogo IG Angola 5.4
FPSO Maria Quitéria HY (SOV) Brazil 5.3
FPSO Atlanta - Brazil 2.2
Total 22.2

Anna Nery Firm backlog (22.5 years): USD 5.7bn | Option backlog: -

Agogo Firm backlog (15 years) : USD 4.6bn | Option backlog (5 years): USD 0.7bn

Atlanta Firm backlog (15 years): USD 1.7bn | Option backlog (5 years): USD 0.4bn

Maria Quiteria Firm backlog (22.5 years): USD 5.3bn | Option backlog: -

https://www.yinson.com/corporate-presentation/

Why should I share?
Go and find out yourself.

Maria Quiteria USD 5.3 billion 22.5 years.

Will collect more if fall below RM 1.00
Mike-tikus collected any jaks lately? Or already run road?

Aiyoyo Mike-tikus Maria Quiteria early by how many months, what will be the addition revenue and earning?

Maria Quiteria : by December 2024 ( in Brazil ) : Update : 1st oil done on October 2024 .