Posted by bullmarket1628 > 2022-05-17 10:42 | Report Abuse

I think now O & G counters start booming is because the election is coming soon, market has to be hot hot only people can vote them to Win...

For those party whom can make market spike up like as 1990-1997 crazy hot stock market period, I will vote he/she Win !

Heng ah, Ong ah, Huat ah !

Posted by rl68 > 2022-05-18 05:20 | Report Abuse

@Fabien _the efficient capital allocator ,may I know the source of your article above?

Posted by kl_guy > 2022-05-18 10:25 | Report Abuse

Yinson is longterm investment . I'm going to for right issue . Maybe in 10 year...with 5k investment might be millionaire.

Posted by kkh3368 > 2022-05-18 16:42 | Report Abuse

Accumulate sufficient bullet . show time .

Posted by BursaVulture > 2022-05-18 19:52 | Report Abuse

kl_guy

5K units? How can this little units make you a millionaire? I think impossible.

Posted by kkh3368 > 2022-05-19 15:39 | Report Abuse

keep issuing ESOS .

Posted by flytothemoon > 2022-05-20 01:47 | Report Abuse

the share buyback amount is gay high, seems like yinson being atk

Posted by OldWiseMan100 > 2022-05-20 09:46 | Report Abuse

maybe they expect to win another FPSO project, which they say if they win they will nego to have the project delayed until they completed one of their 3 existing FPSOs. a few bids will be announced this the next few months. Plus, they can now realize the profit for the EPICC work for both FPSO, Anne and Atlanta. And not to mention most of their profits are in USD, thus the weaker the ringgit, the more profit they make in ringgit.

I believe the management knows what they are doing.

Posted by flytothemoon > 2022-05-20 09:58 | Report Abuse

if they win the project then right issue again

Posted by OldWiseMan100 > 2022-05-20 10:04 | Report Abuse

I guess you never attend the AGM or watch any interviews or read any report. They've already mentioned no more rights issue if they win another new FPSO project.

- They will do IPO or strategic sale of 25% of its FPSO holding company for RM2.2B to raise funds.
- They will only accept FPSO projects where the other party fund the FPSO project (Like Atlanta)
- They will pare down their stakes in existing FPSO to fund future FPSO projects

No more rights issue in the near term. also no plans to raise funds via perpetuals in the near future as of 2022.

Posted by flytothemoon > 2022-05-20 12:12 | Report Abuse

the ESOS lo, every month also few times, IPO , right issue, private placement bla bla bla any much different? investor's share also diluted

Posted by DannyArcher > 2022-05-20 12:45 | Report Abuse

flytothemoon, can i buy dialog now? can fly now?

Posted by flytothemoon > 2022-05-20 13:43 | Report Abuse

dont buy dialog, buy serba and we flytotheholland together

Posted by flytothemoon > 2022-05-23 10:21 | Report Abuse

wow , yinson rampage mode?

Posted by kl_guy > 2022-05-23 15:31 | Report Abuse

yinson sudah mali , this long wait really pay off .

Posted by Brutus > 2022-05-23 21:13 | Report Abuse

Wonder what is the expiry date of the detachable free warrants, 3yrs, 5yrs, 7yrs?

Posted by flytothemoon > 2022-05-23 23:36 | Report Abuse

hopefully not mari for 3 days then continue lembik for 30 days la

Posted by kl_guy > 2022-05-24 10:00 | Report Abuse

if today closing of rm2.60 . What is the price will be tomorrow ex-date price? how to calculate?

Posted by MiaoMiao7 > 2022-05-24 19:10 | Report Abuse

Tomorrow is ex-date for Rights Issue, what has tomorrow price got to do ex-date? calculate what?

Posted by Brutus > 2022-05-24 19:37 | Report Abuse

Ex-Date for Rights Issue is 26th May. Tomorrow is 25th, last day to add position in order to entitle to the Rights Issue.

Posted by MiaoMiao7 > 2022-05-24 22:33 | Report Abuse

yeah, my bad. I thought it is tomorrow. But I dont understsand what to calculate? what kl-guy talks about?

Posted by rl68 > 2022-05-25 09:24 | Report Abuse

https://brazilenergyinsight.com/2022/05/24/yinson-taps-uae-player-for-fpso-upgrade-work/

Posted by rl68 > 2022-05-25 09:24 | Report Abuse

Drydocks World explained that this FPSO project will entail life extension and installation of new equipment in order to utilize 100 per cent of produced gas and minimise greenhouse gas emissions.

Posted by flytothemoon > 2022-05-25 10:43 | Report Abuse

yinson is now unstopable ~??

Posted by BursaVulture > 2022-05-25 14:00 | Report Abuse

flytothemoon

What? U told me to buy Dialog... I already all in Dialog... how?

Posted by flytothemoon > 2022-05-25 18:46 | Report Abuse

sell dialog and buy serba now, trust me ：D

Posted by BursaVulture > 2022-05-25 19:36 | Report Abuse

flytothemoon, Serba? I buy Cypark now.

Posted by flytothemoon > 2022-05-25 19:38 | Report Abuse

good suggestion, high risk high return, now yinson rally just becoz of gay share buy back, everyday the buy also from their own, careful lo

Posted by flytothemoon > 2022-05-25 19:39 | Report Abuse

not director, not investor but own company share buy back, still owe so much money but still spend so much cash to buy back the share

Posted by BursaVulture > 2022-05-25 20:06 | Report Abuse

https://www.upstreamonline.com/exclusive/fpso-spin-off-on-the-cards-as-yinson-looks-abroad-for-listing-options/2-1-1224354

Posted by BursaVulture > 2022-05-25 20:10 | Report Abuse

FPSO spin-off on the cards as Yinson looks abroad for listing options

Malaysia's Yinson Holdings is edging closer to a landmark decision to spin off its floating production division via a listing on an overseas stock exchange as a strategic review of its floating production, storage and offloading business segment moves toward its climax.

Yinson told investors back on 1 March that it was conducting a strategic review of its FPSO division in order to better unlock and maximise shareholder value.

The review has explored various options including an initial public offering or strategic partnership opportunities.

Multiple market sources said Yinson is now inclined toward separating the FPSO division and listing it on a different stock exchange, with the Oslo Stock Exchange a favoured avenue.

The company is also evaluating having major strategic investors in its FPSO business.

The rationale for listing in Oslo is the improved access to finance in an FPSO-friendly market, leading to the conclusion that this would also generate a better valuation than in Malaysia.

In addition, the company's FPSO division is already strongly influenced by Norwegians who came on board when Yinson acquired Fred Olsen Production in 2014.

Oslo is currently the headquarters for its global FPSO operations; Kuala Lumpur is the corporate headquarters and Singapore is the headquarters for projects.

The acquisition of Fred Olsen Production meant that Yinson inherited a strong and experienced team, and the company has since grown into a top-tier global FPSO provider, with six units in operation — two in Nigeria, one in Ghana, two in Vietnam, and one in Malaysia — and three large FPSOs under construction for the Brazil market.

Among the Norwegians with Yinson are two in the senior management team — Eirik Barclay and Rolf Marthin Normann.

Recent success in winning th Brazil contracts has, however, put Yinson under pressure to secure the significant funding requirements to build and deliver the FPSOs.

The company is currently on a fundraising drive, and is aiming to raise 1.2 billion ringgit ($273 million) in a renounceable rights issue with free detachable warrants.

More than half the proceeds will be dedicated to its new FPSOs. The three under-construction floaters for Brazil are the Anna Nery FPSO and the Maria Quiteria FPSO, both for Petrobras, and the Atlanta FPSO for Enauta.

Posted by BursaVulture > 2022-05-25 20:12 | Report Abuse

FPSO spin off

Kuala Lumpur-based market sources said Yinson will have some issues to navigate to satisfy the Malaysian authorities in order to separate the FPSO business.

The same sources said if Yinson can satisfy these demands the likelihood of the spin-off occurring is high but still not guaranteed.

Yinson, however, was not willing to provide an update to Upstream about its plans.

If the separation goes through, and a listing in Oslo occurs, Yinson would expand its Oslo office and possibly shift some functions from Singapore, said market sources.

The company has traditionally used shipyards in Asia for its FPSO construction work, but is currently using Drydocks World in Dubai for FPSO Atlanta as it tests yard abilities in other regions closer to Europe.

Other capabilities

Malaysian securities analysts said recently that Yinson has good growth prospects in FPSOs and renewable energy.

An analyst from RBH said Yinson is currently pursing six new FPSO projects including four in Angola and one in Suriname. The analyst said Yinson is comfortable about securing one new large and one new medium-size project.

Yinson is also making strides in the renewables energy play, which is already a separate business segment to its FPSO division.

An analyst with Kenanga Resarch said Yinson “continues to also be in the forefront of energy transition, with about 1.5 gigawatts of renewable energy projects currently in the development and consent stage, as it targets to achieve carbon neutrality by 2030”.

RBH said Yinson is targeting to secure a 3 GW pipeline of renewable energy projects by the end of 2022 and expand the operating portfolio by 5 GW to 10 GW by 2028.

In its recent full-year 2021 results, Yinson executive chairman Lim Han Weng, said the company's strong fundamentals, backed by a strong and experienced management team, had allowed it to remain resilient through the recent global turbulences.

"During this juncture, the group has been relentless in our sustainability pursuits while our divisions chalked up new projects, further stamping our position as a global energy infrastructure and technology provider," he stated.

Posted by Brutus > 2022-05-26 08:08 | Report Abuse

Today TO Price 2.26 after Bonus Issue (Rights Share with detachable Free Warrants).

Posted by DraSP19 > 2022-05-26 08:56 | Report Abuse

Fair price [(2.6 x 5 + 1.41 x 2) / 7 = 2.26] with free warrants. Hope the price will keep holding and going up today...

Posted by InsiderShark > 2022-05-26 20:27 | Report Abuse

Yinson expects that the FPSO Anna Nery, which is in its final stages of construction, to sail away from the Cosco Qidong yard towards Brazil next month, up to six months ahead of schedule. Meanwhile, we expect the construction earnings contribution from the FPSO Atlanta (at Dubai’s Drydocks World yard) and the FPSO Maria Quiteria (at the Cosco Shangxing yard) to commence from 2QFY23F (the May-Jul 2023F quarter), which will help boost Yinson’s quarterly earnings performance.

via CIMB Research

Posted by freddiehero > 2022-05-26 20:31 | Report Abuse

macam jumping Mario De..

Posted by rl68 > 2022-05-27 07:31 | Report Abuse

How to record down a right issue such as Yinson case on i3 to keep track of the portfolio? anybody can help...

Posted by Brutus > 2022-05-27 08:40 | Report Abuse

@rl68, wait for the actual listing of the shares. Then you can do a Shares In under transaction.

Posted by rl68 > 2022-05-27 11:23 | Report Abuse

@marcuschan0000,tqvm

Posted by rl68 > 2022-05-28 11:36 | Report Abuse

@BursaVulture, are you subscribing to upstreams online?

Posted by Mabel > 2022-05-28 23:20 | Report Abuse

Friday, May 27th, 2022

Oil prices have been edging higher this week as improving demand signals highlight the lack of supply options in oil markets if there is a drastic contraction in Russian production, a likely outcome if the European Union bans Russian oil. With both US crude and gasoline inventories continuing their decline, whilst recent altercations between the United States and Iran have rendered any JCPOA breakthrough largely impossible, analysts are anticipating another surge towards the $130-140 per barrel range this summer.

Posted by Brutus > 2022-05-30 09:25 | Report Abuse

Today at PBeBanking can see the eRights for YINSON already. Tunggu gaji masuk then subscribe it!

Posted by InsiderShark > 2022-05-30 14:20 | Report Abuse

Next month FPSO Anne Nery set sail, then next quarter Yinson can book EPIC for FPSO Maria and FPSO Atlanta.

Posted by jonathansiew > 2022-05-30 16:37 | Report Abuse

rumors is in, Fast is involved in the funding part for LSSPV projects... (might be a JV with banks to fund them, or with some mega funds behind to support the EPCC / Concession Owner, funding size is around RM 800m)

Posted by jonathansiew > 2022-05-30 16:49 | Report Abuse

The funding size is RM 800.0 million, imagine how much cashflow per annum will be generated for Fast based on the current valuation...

Posted by flytothemoon > 2022-05-30 21:38 | Report Abuse

in 1 month time yinson share buy back about RM 10 millions, why so many ppl sell

Posted by Kok3Ken > 2022-05-31 16:27 | Report Abuse

Hearsay, Fast is involved in the funding of LSSPV projects... (Might be a joint venture with banks to fund them, or some big money behind them to help the EPCC / Concession Owner, funding size is around RM 800 million)

Imagine how much cashflow Fast will create each year based on the present valuation with a funding level of RM 800.0 million...

Posted by HaroldHuong > 2022-06-02 18:38 | Report Abuse

When last day trade YINSON-OR?

Posted by yewnamhung > 2022-06-03 13:03 | Report Abuse

today

Posted by hng33 > 2022-06-03 17:08 | Report Abuse

After Yinson-OR ease trading, Yinson price should recover next week onward to attract right subscription