Posted by G-boy > 1 week ago | Report Abuse

Haha. In which division also nvm. As long as hecta planted is 9645.

Posted by Mikecyc > 1 week ago | Report Abuse

Haha so weird le one promoter starting twisting … and as usual the Half past Six lazy Kidd Konartist is best in Pretending n Twisting:

Oredi directed the Promotion Wayang in Netx ( 2020 ) .. Insas ( 2021 ) .. Hengyuan n Petronm ( 2022 )

Haha Konartist still promoting in Petronm recently ke … beware ………

Oh 2024 Wayang in TSH ( Kon gang with aka id as Negative Commentator in TSH against Conartist Callvin to promote Jtiasa… and aka id as Positive Commentator in Jtiasa …..

Posted by Mikecyc > 1 week ago | Report Abuse

Posted by Mikecyc > 2 hours ago | Report Abuse

Haha what a Lazy Kidd Konartist sslleee ..someone oredi highlighted :

Is not in Plantation segment but in Palm oil Mill segment….


—

Posted by G-boy > 12 hours ago | Report Abuse

so weird
annual report 2024 still show
100%
Hariyama Sdn Bhd
(Plantation & Palm Oil Mill)

Posted by G-boy > 1 week ago | Report Abuse

Ok. Is not in plantation segment. Should be reduce 13% revenue n profit.
You are right. Hahaha.

Posted by Mikecyc > 1 week ago | Report Abuse

CPO Oct-Nov-Dec 2023 vs 2024 illustration >>> monthly output x Monthly Average Price

2023 :

Oct : 26,427 ( 0.0 % ) x 3640= 96.20 million

Nov : 22,774 ( - 13.82 % ) x 3700.50 = 84.28 million

Dec : 19,891 ( - 24.74 % ) x 3656.50 = 72.73 million

Total : 69,092 Ton

> illustrated CPO Revenue = 253.21 million

2023 QR ended December Revenue = 333.46 million



2024 :

Oct : 23,013 ( 0.0 % ) x 4387.5 = 101 million

Assumptions:

1.) Taken Nov n Dec 2023 direct ratio of reduced % Output >>>

Oct 2024 : 23,013 ( 0.0 % )

Nov : ( - 13.82 % ) = 19,833

Dec : ( - 24.74 % ) = 17,320

Total = 60,166 ton


2.) November 2024 illustration on Monthly Average Price :

Nov 1 : 4855
Nov 4 : 4982.5
Nov 5 : 4949.5
Nov 6 : 4967.5
Nov 7 : 5045
Nov 8 : 5060.5
Nov 11 : 5157.5
Nov 12 : 5180.5
Nov 13 : 5064
Nov 14 : 5077.5

Total = RM 50,339.5

Average Price = 50,339.5 / 10= RM 5034


👉Oct 2024 : 23,013 x 4387.5 = RM 101 million


👉 Nov : ( - 13.82 % ) = 19,833 x 5034 = RM 99.84 million

👉 Dec : ( - 24.74 % ) = 17,320 x 5034 = RM 87.19 million

> illustrated CPO Revenue = RM 288.03 million


👉👉>> Note : Production Output compared Q to Q is reduced by - 13.38 % …. Illustration Revenue is increased by + 3.89 % .


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!!!🤔

Posted by G-boy > 1 week ago | Report Abuse

share price is weak. See which level support. 1.12?

Posted by Mikecyc > 1 week ago | Report Abuse

FY23 : CPO Mill ard 50 % utilisation.. 10 % FFB is Outsourced 👍

FY24 is expected to be 60 % utilisation( Assumption: with more FFB outsourced , 20 % )

>FY24 : Revenue = 1.016 billion
>FY23 : Revenue = 0.855 billion

>>> FY24 Revenue is increased by 15.85 %


👉👉FY25 is budgeted FFB production output is increased by 4.65 % vs FY24 !

—-

Copied from Ssleee post :

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

Posted by Mikecyc > 1 week ago | Report Abuse

Jtiasa TA


> 15/11 :

MA10 1.235

BB mid 1.218

MACD - 0.011 0.018 0.029

Stoch RSI. 5.36 24.39

RSI(14) Neutral 45.4
Stochastic(14) Oversold 12.5


> 14/11 :

MA10 1.243

BB mid 1.218

MACD - 0.008 0.024 0.032

Stoch RSI. 24.19 45.41

RSI(14) Neutral 49.9
Stochastic(14) Neutral 31.3



—-

Haha emm… observation on TA also is not looking good :

MA10 1.241 ( is Divergent Down )

BB mid 1.217


MACD - 0.009 0.022 0.031 ( Fast Line is Divergent down cross below Slow Line )

Stoch RSI. 18.82 43.62 ( as posted earlier.. Fast line is now further Divergent down cross below Slow line .

RSI(14) Neutral 46.6
Stochastic(14) Oversold 18.8

Posted by Mikecyc > 1 week ago | Report Abuse

Haha once it break Lower Low at 1.15 … then shl be interesting to know the next support level …

Posted by Mikecyc > 1 week ago | Report Abuse

Haha only now I knew the Despicable shameless Half past Six Kidd Konartist posted this thread in YTLpower le … What a Kon tricks …n is shown he is desperate liaw … remember to take the right medicine le …🤣🤣🤣


—
Posted by Sslee > 3 hours ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

Posted by Mikecyc > 1 hour ago | Report Abuse

Haha once it break Lower Low at 1.15 … then shl be interesting to know the next support level …

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

Haha looks like the double head 🐍 Kidd Konartist gang are distanced from him :

1.) Stockraider exposed his KonGang aka id Probability ( promoter in Tunepro, Hengyuan n Petronm ) is Victoryong ( in Netx )..


2.) i3lurrker exposed aka id BruceWayne is Psai3alertt ( the best Negative Commentator in Serba forum .. and as Positive commentator in Bplant to support sslleee … Bruce in Jaks as Negative commentator..

>>>
Haha BruceWayne is Psai3alert aka id whom Chase Ppl away with Fuxxk in Hengyuan forum 
 

Probability aka Ori id VictorYong is Fuxxking ppl out from Petronm whom play Crack Spread Wayang with konartist sslleee .. Beware these Professional konn …

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

Haha ran out of idea n is so desperate liaw …

No more shouting “ Ularsawa come to X forum to save u ke “ ..🤣🤣🤣

—-
Posted by Sslee > 2 seconds ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

Haha looks like he is directing 2024 Wayang :


Oh 2024 Wayang in TSH ( Kon gang with aka id as Negative Commentator in TSH against Conartist Callvin to promote Jtiasa… and aka id as Positive Commentator in Jtiasa …..

Posted by Mikecyc > 1 week ago | Report Abuse

As posted much earlier… I post thread with Haha n Hoho since 2019 …Johnchew123 is not our id ….

Posted by Mikecyc > 1 week ago | Report Abuse

Haha interesting le … price 1.17 oredi below MA200 1.185 …😱1


VMA5 with highest volume = 8.94 million but Price is Dropped below MA200 …
MA60 = 1.13 😱2… MA400 = 0.995


Gann support : S1 1.16 … S2 1.11 😱3

Posted by Mikecyc > 1 week ago | Report Abuse

Haha really laugh live me le 🤣… the despicable shameless Half past six Kidd Konartist sslleeee owned claimed TA n FA Guru in Yinson… but here in Jtiasa cannot read thru n understand the Annual Report.. need to asked me Corporate Structure is in Which Page ….🤣🤣🤣🤣🤣🤣🤣🤔

Posted by Mikecyc > 1 week ago | Report Abuse

Haha copied partially…the main reason WTK disposed the Reforestation business ….emmm .. going to be more Hybrid Rice sawah padi ke on Pulau Bruit …???

Kidd Konartist sslleeee how is Yinson FPSO Atlanta First Oil status , is still delayed ? Oredi is delayed many times le ???😱🤔


财经新闻
阿邦佐哈里:若能发动车 提炼氢气将颠覆公交生态
2024年11月17日



古晋16日讯）“若（微电解器技术）能实现，人们再也不必去油站买汽油，而是购买水（作为氢气来源）。”

砂拉越总理阿邦佐哈里说，随着技术发展，从水中提炼氢气的微电解器已被整合到汽车发动机中，未来或让氢气更易提取，而且价格更实惠。

👉👉👉 阿邦佐哈里昨晚在砂拉越森林机构（SFC）卓越服务奖颁奖晚宴会上说，全球转向氢能为主要燃料，而砂政府已建立法律框架来管理环境，同时优化其天然资源的经济价值，目前正处于有利地位的砂拉越，将可从中获益。


👉👉 他说，砂拉越立法议会于周二通过天然资源与环境法案，进一步加强砂拉越永续管理环境和丰富天然资源的职能。


👉 “我们现在有管理环境的权力，有关立法也已通过，代表砂100%的环境都属于砂政府（管辖范围）。”



👉他指一旦被赋予工作和任务，砂政府就有责任落实在环境标准框架内的所有发展议程。
阿邦佐哈里也说，砂拉越在氢气生产方面取得成功的雄心，与砂拉越森林委员会通过保护当地森林，推动永续发展和环境管理的努力息息相关。


“我们在后疫情的2030年议程中（发展战略）有三大支柱，其中两个与砂森林机构相关，即经济繁荣和环境永续性，这两大支柱是该机构可贡献的领域。

Posted by Sslee > 1 week ago | Report Abuse

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.

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Repost from Yinson:

Hoho so is worst than Jaks that the share of profit from Finance investing !


—

This is so that Yinson’s investors can have a better understanding of how the accounts will look from a finance lease and operating lease perspective.

IFRS is still what Yinson is required to follow. Even though presenting the operating lease numbers is not in line with IFRS, it is something that Yinson will look at doing better to explain its numbers in the next financial year.

Posted by Mikecyc > 1 week ago | Report Abuse

Haha how is Yinson FPSO Atlanta 1st oil by August 2024 progress , any progress update ? ( initially commissioned by February 2024 ! )

Let’s do an illustration if Delayed A Day :

"In July 2023, Yinson Production exercised its option to purchase FPSO Atlanta, which includes a 15-year firm plus a five-year option contract for the supply, operations and maintenance with a total contract value of up to US$1.981 billion (US$1=RM4. 71),” it said in a joint statement.


USD 1.981 billion x 4.30 = RM 8.52 billion/ 15 years x 365 days

1st oil if delayed of 1 Day Shl incurred Revenue Loss = RM 1.56 million/ day

Another risk : Currency exchange rate USD to RM is dropped to 4.38 from 4.71 .

Posted by Mikecyc > 1 week ago | Report Abuse

Haha worried hidden risks on Yinson QR ended April 2024 n July 2024 :

>QR ended April 2024 , Net Profit RM 203 million- RM 236 million ( increased of Loans n Borrowings) = - RM 33 million.

>> QR ended July 2024 , Net Profit RM 203 million- RM 3,025 million ( increased of Loans n borrowings) = - RM 2,822 million.😱



-

Yinson Loans n Borrowings:


3.) QR ended July 2024

RM 19,580 million


👉Compared Q to Q : is increased by RM 3,025 million.



2.) QR ended April 2024

RM 16,555 million.


👉Compared Q to Q : is increased by RM 236 million.


1.) QR ended January 2024

RM 16,319 million.

Posted by Mikecyc > 1 week ago | Report Abuse

1st Lies :


Haha wow Konartist Sslleee is an “ Attention Seeker “ .., approached me 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …


Then Konartist Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas-PB and WC …

After Konartist Sslleee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

Posted by Sslee > 1 week ago | Report Abuse

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.

Posted by Mikecyc > 1 week ago | Report Abuse

Haha konartist sslleee don’t be like a Kidd in investing la … blame here blame there … Mr Market is always move 6 months ahead la ….

Posted by Mikecyc > 1 week ago | Report Abuse

Haha copied from Yinson:

Posted by Johnchew5 > 24 minutes ago | Report Abuse

Hoho >>The 97 MWp Matarani Solar Plant, located in the Mollendo Desert in the Arequipa region, entered into its full operational phase in September 2024.

Jaks LSS4 50 MW Solar RE in Penang with TNB PPA 25 years starting August 2023 :

Illustration with TNB 21.8 sen per kWh .

Bids 18 Sen per kWh : Profit 21.11 %

Bids 19 Sen per kWh : Profit 14.74 %

Bid 20 Sen per kWh : Profit 9.0 %

Posted by Sslee > 1 week ago | Report Abuse

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?

Posted by Mikecyc > 1 week ago | Report Abuse

Yinson SBB

As posted earlier :

Hoho today morning , see the price gap up to above RM 2.80 , recalled volume is ard 3 million, oredi feel strange lo … now seems the Goreng kaki is on SBB from 2.70 to 2.85 ..

More strange n curious le for What Purposes ?

1.) Too much free cash ? 🤣

2.) Cash Flow too tight ?


—

Yinson :

>Referred to FY2024 Annual Report >

Treasury shares ( SBB ) : 157,333,000 unit ( 4.94 % , RM 369 million)


> QR ended July 2024 :

Treasury shares ( SBB ) : ? Unit ( ? % , RM 470 million )


👉Question: Why Spent so much money on SBB to push up the Price ? Where as EPF n KWAP rotating Cari Untung . The worst is loans n borrowings is keep increasing ?? 😱

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by Sslee > 1 week ago | Report Abuse

No wonder kid stay poor and remain a loser.

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by G-boy > 1 week ago | Report Abuse

Sslee. When u meet big so hai in the world, don’t argue and fight. Encourage them, feed them, love them and they will become biggest so-hai in the world. Haha

Posted by G-boy > 1 week ago | Report Abuse

Btw the Jtiasa share price is weak. Something wrong. Need alert

Posted by Sslee > 1 week ago | Report Abuse

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.

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

1st Lies :


Haha wow Konartist Sslleee is an “ Attention Seeker “ .., approached me 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …


Then Konartist Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas-PB and WC …

After Konartist Sslleee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

Posted by Mikecyc > 1 week ago | Report Abuse

Haha pity le the 64++++ old kidd working alone in Indonesia…. Remember to take the right medicine le …🤣🤣🤣

Posted by Mikecyc > 1 week ago | Report Abuse

Haha what happened on the Financial Report ??!

—-


Posted by Mikecyc > 2 hours ago | Report Abuse

Haha Repost from Yinson:

Hoho so is worst than Jaks that the share of profit from Finance investing !


—

This is so that Yinson’s investors can have a better understanding of how the accounts will look from a finance lease and operating lease perspective.

IFRS is still what Yinson is required to follow. Even though presenting the operating lease numbers is not in line with IFRS, it is something that Yinson will look at doing better to explain its numbers in the next financial year

Posted by Mikecyc > 1 week ago | Report Abuse

Haha old kidd surprisingly Yinson got >The 97 MWp Matarani Solar Plant, located in the Mollendo Desert in the Arequipa region ( Peru ) … going to announce More ke …

Emmm … Desert in Peru le .. Jaks Solar farm in Penang le …

Jaks own the Penang Solar farm freehold land …

>
Posted by Sslee > 1 hour ago | Report Abuse

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

———
Copied from Yinson:

Hoho >>The 97 MWp Matarani Solar Plant, located in the Mollendo Desert in the Arequipa region, entered into its full operational phase in September 2024.

Jaks LSS4 50 MW Solar RE in Penang with TNB PPA 25 years starting August 2023 :

Illustration with TNB 21.8 sen per kWh .

Bids 18 Sen per kWh : Profit 21.11 %

Bids 19 Sen per kWh : Profit 14.74 %

Bid 20 Sen per kWh : Profit 9.0 %

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Repost :

Haha kidd konartist sslleee said Yinson is a Growth stock ???

> Yinson :

Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -9.69 %

5 years ROE :

2020 : 12.76
2021 : 17.69
2022 : 17.19
2023 : 14.15
2024 : 17.73



> Scicom

Current Ratio 4.37
Debt-Equity (DE) Ratio 0.37
FCF Yield 8.92 %


5 years ROE :

2020 : 21.39
2021 : 23.43
2022 : 27.65
2023 : 27.57
2024 : 20.76

—-

Even compared with Jaks :

Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %

Posted by Mikecyc > 1 week ago | Report Abuse

Jaks Gearing ratio

>> Vietnam Power Plant is a Capital Intensive Project with Value USD 1.87 Billion ( RM 8.7 Billion) .. 
Construction is started on 2016 , 2 unit Power Plant final COD on January 2021 :

Jaks Gearing Ratio :


See Jaks insiders had been monitoring n controlling the Gearing Ratio in a Healthy Level : 


> FYE2015 : 0.80 X



1.) FYE2019 : 0.43 X 





2.) FYE2020 : 0.34 X 





3.) Referred to FY23 , 1 QR ended March 2023 : 0.375 X 





4.) Referred to FY23 , 2QR ended June 2023 : 0.362 X 



5.) Referred to FY23 , 3QR ended September 2023 : 0.352 X


6.) Referred to FY23 , 4QR ended December 2023 : 0.350 X


7.) 1QR ended March 2024 :

Gearing Ratio = 0.293X 


8.) 2QR ended June 2024 :

Gearing Ratio = 0.303X


Posted by Mikecyc > 1 week ago | Report Abuse

Haha most worrying is on Yinson FPSO Atlanta First Oil is delayed as posted earlier…😱

FPSO Atlanta is initially to be commissioned on February 2024 … First Oil by May 2024 .. is Delayed to August 2024 due to Brazilian strikes… now is November 2024 .. still waiting for Regulatory permit to commission on the First Oil ? Or other issues???😱🤔

Posted by Sslee > 1 week ago | Report Abuse

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.

Posted by Mikecyc > 1 week ago | Report Abuse

Haha Half past six Kidd Konartist sslleee know Yinson , The 97 MWp Matarani Solar Plant in Peru Desert :

1.) What is the Capex invested ?or What is the EPCC amount as for sure it’s not the asset owner ( Land ) ?

2.) What is the Profit Margin ?

3.) How many years is the RE electricity supply Agreement ???

Posted by Sslee > 1 week ago | Report Abuse

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

Posted by Mikecyc > 1 week ago | Report Abuse

Jaks LSS4 50MW RE Solar in Penang :
which is the asset owner of the solar farm .. is COD on August 2023 with TNB 25 years PPA …. CAPEX is RM 200 million:

QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18.11 %


QR ended June 2024 :

👉 Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %


👉👉 Average Profit % for Half year 2024 is 13.22 % … compared to Yinson Half year ( February to July 2024 ) FY2025 is 13.85 % ( RE in India )


👉👉👉 Yinson Renewables in Peru ???

2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


>>> Sslleee is this meant that during construction of the Solar Power Plant in Peru Desert is incurred Losses ?😱🤔



—-





👉 Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


👉4.) FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million