Posted by dragon328 > 2024-07-25 16:15 | Report Abuse

That's the reason I have assumed the 100MW power export to Singapore from YTL Power to continue after the 2-year trial period in end of 2025, just because that is not much option for Singapore. The recently launched ENEGEM pilot project shall add more weight to my assumption.

Posted by OTB > 2024-07-25 16:22 | Report Abuse

Hope this 100 MW RE power export to Spore can help YTLPower to make extra 100 to 200 million profit in FY 2025 and FY 2026.
Good luck.
Thank you

Posted by PureBULL ... > 2024-07-25 16:23 | Report Abuse

Let's guesstimate going forward to SIN.
Watch SIPP + ytlp = Ranhill + RE = don't u think this would be the # 1 JV, chosen by SIN, to supply lucrative RE to SIN by the huge GW of 1 to 3.

https://www.thestar.com.my/news/nation/2024/07/20/lee-hsien-loong-confident-singapore-malaysia-ties-will-flourish-under-sultan-ibrahim?utm_medium=socmed&utm_source=TG

Posted by Sue1234 > 2024-07-25 16:31 | Report Abuse

the price is keep dropping, why ?

Posted by Mikecyc > 2024-07-25 16:36 |

Post removed.Why?

Posted by fx115w > 2024-07-25 16:47 | Report Abuse

Mikecyc@ Any DC in the world need time to build, unless it is moved into an
existing building. For a typical building project in Malaysia, 9~12 months is the
fastest you can get, including permit application.
The Nvidia-YTLP announcement was made in December 2023, so logic tell us that it should be
completed around December 2024.

I was informed that YTLPWR DC in Kulai will be ready in the following timeline...
100MW AI-DC for Nvidia will be delivered in 2 stages,
first by end Dec 2024 follow by March 2025.
40MW AI-DC for MS will be ready by June 2025.

Posted by Mikecyc > 2024-07-25 17:35 |

Post removed.Why?

Posted by Mikecyc > 2024-07-25 18:56 |

Post removed.Why?

Posted by Mikecyc > 2024-07-25 19:29 |

Post removed.Why?

Posted by Mikecyc > 2024-07-25 20:24 |

Post removed.Why?

Posted by Mikecyc > 2024-07-25 20:34 |

Post removed.Why?

Posted by Alex Chua > 2024-07-25 21:01 | Report Abuse

https://soyacincau.com/2024/07/25/yes-5g-nvidia-geforce-now-day-pass-malaysia/

Posted by kahfui1221 > 2024-07-25 22:34 | Report Abuse

Continue to drop or will bounce back tomorrow ?

Posted by Mikecyc > 2024-07-25 22:58 |

Post removed.Why?

Posted by CapitalCraftsman > 2024-07-25 23:02 | Report Abuse

YTL Power will be powerful 2morrow for sure 💪💪

Posted by Mikecyc > 2024-07-25 23:22 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 09:52 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 09:54 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 09:56 |

Post removed.Why?

Posted by DevOpsEngineer > 2024-07-26 10:01 | Report Abuse

Institutional fund decide price up or down...retail in this forum will never influence price not matter how you promote or shit this stock..
Big fund is taking profit now as they have make 300%. Why they don't take profit...nothing to worry if they take profit now .another group of fund will buy slowly to average down...they will never buy aggressively they never FOMO..
My prediction is 4 to 5 range for the next few weeks. Unless Nvidia drop to below 90 then ytlp will drop below 4 too..
Long term still target mcap $100b in 5 years time.
Follow the big fund to average down..buy slowly...never FOMO

Posted by DevOpsEngineer > 2024-07-26 10:10 | Report Abuse

Few weeks ago Nvidia insider sold Nvidia share including CEO... It is nothing wrong to sell to cash out.
Don't be panic if ytlp insider including CEO sell some share...it don't mean insider don't have faith in own company... Patient will reward big in long term...

Posted by StartOfTheBull > 2024-07-26 10:20 | Report Abuse

@Mikecyc
So Singapore can also source it's electricity supply from other SEA countries, including from nearby islands, Indonesia, right?

Posted by 5354_ > 2024-07-26 10:35 | Report Abuse

Power Seraya to lose monopoly?

Posted by StartOfTheBull > 14 minutes ago | Report Abuse

@Mikecyc
So Singapore can also source it's electricity supply from other SEA countries, including from nearby islands, Indonesia, right?

Posted by Mikecyc > 2024-07-26 11:13 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 11:20 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 11:23 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 11:26 |

Post removed.Why?

Posted by StartOfTheBull > 2024-07-26 11:27 | Report Abuse

Indeed, I think there is no exception; Singapore should tries it's best to control inflation in the country. However, buying electricity from Indonesia is still having some technical issues, as mentioned by Mikecyc.


5354_

4,734 posts

Posted by 5354_ > 43 minutes ago | Report Abuse

Power Seraya to lose monopoly?

Posted by Mikecyc > 2024-07-26 11:35 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 11:45 |

Post removed.Why?

Posted by PureBULL ... > 2024-07-26 14:16 | Report Abuse

INVESTORS, [2024-07-25 7:26 PM]
The brightest mind in Private Equity Fund is going BIG in DC biz, the
perpetual growing biz in the entire world:

https://www.datacenterdynamics.com/en/news/blackstone-has-70bn-in-prospective-data-center-pipeline-on-top-of-55bn-portfolio/

Another brilliant yahudi who's paid the highest salary in the world:
https://en.wikipedia.org/wiki/Stephen_A._Schwarzman

INVESTORS, [2024-07-26 1:59 AM]
Nasdaq caused trouble to our mkt this time.
n weak Nasdaq is edi down a BIG 3 minus in this CN, Correction.
its future shows a premium of 260 pts now.
A rebound to recovery shd be on the way:

https://www.tradingview.com/x/KefmD1pd/

Posted by dragon328 > 2024-07-26 14:23 | Report Abuse

The government announces today that electricity grid Third Party Access (TPA) will be available from September 2024 onwards, paving the way for private RE developers to negotiate directly with RE consumers or to export RE to Singapore since the export ban has been lifted.

The limitation is still the 200MW inter-tie between Malaysia and Singapore. Otherwise this will benefit all solar power developers like YTL Power, Solarvest and Tenaga. YTL Power has the competitive advantage in a ready offtaker in PowerSeraya across the straits.

I maintain the assumption that YTL Power will continue supplying 100MW of RE to Singapore beyond 2025 and be able to earn some RM200m profit a year from such initiative.

Posted by musangfoxking > 2024-07-26 14:31 | Report Abuse

tks for the insight! 👍

Posted by Mikecyc > 2024-07-26 14:44 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 14:47 |

Post removed.Why?

Posted by jay123 > 2024-07-26 15:09 | Report Abuse

today is ntg but tanking, isit a good thing at least it is not dropping?😫

Posted by Mikecyc > 2024-07-26 15:14 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 15:48 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 16:00 | Report Abuse

Average Volume (3M) 20,808,400
Relative Volume 0.3

Posted by Mikecyc > 2024-07-26 16:15 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 16:19 |

Post removed.Why?

Posted by HumptyDumpty > 2024-07-26 16:25 | Report Abuse

@Mikecyc thanks for the lengthy posts .. but which position are you taking ? Sell, Hold, BUY ? or just chit chatting ?

Posted by Kicapmanis > 2024-07-26 16:34 | Report Abuse

Dont mind him..im confident in the management..gonna hold till all the earnings engine comes online ..and see from there...now might be a value buy to add some too .

Posted by DevOpsEngineer > 2024-07-26 16:37 | Report Abuse

Borrowings = 29.38 Billion + 1.95 Billion = 31.33 Billion


Super high debt.. very risky. AI is future. Like gamble . It is not bullet
prove sure win investment..if data centre cannot generate profit then share price will go down to 0.70 again..

Posted by jay123 > 2024-07-26 16:51 | Report Abuse

crazy closing we have there, whats this counter up to? seems like some1 trying to sabo and another trying to defend🤣

Posted by OTB > 2024-07-26 16:58 | Report Abuse

A big buyer (19,932) there waiting for seller to throw.
Very difficult to understand.

Posted by Mikecyc > 2024-07-26 21:00 |

Post removed.Why?

Posted by Mikecyc > 2024-07-26 21:10 |

Post removed.Why?

Posted by michaelwoo > 2024-07-26 21:11 | Report Abuse

Is ytlp is about to go bust from what I read in your posting ???

Posted by StartOfTheBull > 2024-07-26 21:16 | Report Abuse

Definitely cannot go burst; future improvement in profitability or decline is a point to be reckoned with, among others.