Holdom2040

John, are u currently shorting Yinson? or u holding Yinson?

1 day ago

JediMaster1

Miketikus aka John didn’t holding any single of Yinson share he only holding junk stock Jaks and bought at 0.32 he is here coz too free he like to find enemy every way 😂😂😂

1 day ago

Holdom2040

Yeah, it is a rhetorical question.

1 day ago

jjohnchew

Hoho Recap on illustration case study :

QR October 2024 :

Non current contract asset : RM 4,754 m

Current contract asset : RM 634 m


👉Total Contract asset = RM 5,388 m

Total Loans n Borrowings = RM 19,373 m


👉The 3 units FPSO illustrated Debt Financing =. RM 12,400 million.


Non current Finance lease receivable = RM 14,520 million

Current Finance lease receivable = RM 240 million

👉> Total Finance lease receivable = RM 14,760 million 🤔 ( Assumption with Charter Contract 15 years + 5 years) .


Summary illustration:

👉Total Loans n Borrowings - Total Contract asset = RM 13,985 m

👉👉 Total Loans n Borrowings - Total Contract asset - Total Finance lease receivables = - 775 million ( ie : Profit RM 775 million over Charter Contract 15 years + 5 years , with assumption that at the End of the Charter Contract, Total Contract asset = RM 5,388 m , the reality is it shl be reducing over years ) .

👉👉👉 Hoho TinKosongLeader Kon ss leee if illustration taking D&A 4% per year …..Total Contract Asset after 15 years + 5 years =. RM 1,078 m …. That means a critical hidden risk on :

😱 A.) Total Finance lease receivables unable to cover Total Loans n Borrowings as the illustration is with assumptions:

> did not include Interest Rate per year

> Total contract asset is No D&A .

B ) Total Finance lease receivables did not include Fpso Agogo charter contract USD 5.4 billion ( First Oil by early 2026 ) .

> Taking gross profit 40 % , ie … Shl be continue …..

1 day ago

jjohnchew

Hoho no worries.. as said EPF n KWAP Fund Managers are Rotating yummy yummy either Price Up or Down with Yinson keep SBB …

1 day ago

jjohnchew

Hoho JeDiMaster id :

1.) Lambo is delisted on October 2024 : use Alibaba/ YongKimFool / JeDi1985 as Promoter …

2.) Netx : used Scenery as Negative commentator…..

1 day ago

jjohnchew

Hoho they have their Fund Managers on Price Up and Price Down.. both way also yummy yummy ..

Posted by jjohnchew > 16 minutes ago | Report Abuse

Hoho no worries.. as said EPF n KWAP Fund Managers are Rotating yummy yummy either Price Up or Down with Yinson keep SBB …

1 day ago

jjohnchew

Hoho Repost :

Hoho Yinson working Capital is only Last for 7 months … need to Refinancing ke like sold FPSO Anna Nery 11.8 % equity :

Where as Jaks working Capital is always can Last for 12 months : Current Ratio 1.04


>>>

Yinson :

Price : RM 2.64
NTA : RM 1.77

EPS 27.58 sen
Trailing PE (Sector Median: 9.7) 9.5
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.58 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %


Jaks :

Price : RM 0.135
NTA : RM 0.60

EPS 0.71 sen
Trailing PE (Sector Median: 21.5) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %

—-

Posted by JediMaster1 > 2 hours ago | Report Abuse

Miketikus aka John didn’t holding any single of Yinson share he only holding junk stock Jaks and bought at 0.32 he is here coz too free he like to find enemy every way 😂😂😂

1 day ago

jjohnchew

Hoho so fast ke oredi deleted her post …🤣

👉👉👉Hoho KonFoxy aka Demusang aka 123theman aka Musang King aka stockgal, Loss Naked in Fintec …Best in Twisting without facts n figures …will delete own posts….beware ..


Hoho no wander lo .. FoxyLadyy


MrFox
MrFox | Joined since 2019-02-13

musangfoxking
musangfoxking | Joined since 2014-09-10

stockgal
fatfat | Joined since 2012-10-16


Hoho KonFoxy loss naked in Fintec
>>> Netx — Fintec( mother ) — Adamas HK stock / Nasdaq ( Grandma , Loss in HK Well known restaurant bond n a China mines company bond ).


“ Words of Wisdom “ 🤥🤣🤣🤣

Fintec >>>

2017 : share consolidation 3 into 1

2017 : RI

Nov 2020 : RI at RM 0.08

Apr 2024 : share consolidation 30 into 1


—-

1 day ago

jjohnchew

Hoho chamloh … Finance Costs :

QR October 2024 RM 443 million

QR October 2023 RM 244 million..


Total Finance lease receivables Cukup bayar tak ???😱🤔

1 day ago

jjohnchew

Hoho ss lee yr predictions on Jaks may be happen on Yinson le :

1.) Insider kena Margin Call ?

2.) bankruptcy ??

1 day ago

Sslee

The total assets in the financial BS as at Dec 2024 will generate the below revenue and that revenue will be used for working capital, loan repayment, interest payment, SBB, dividend payment and etc)
Can you understand donkey!

You can even work out the yearly revenue from Yinson Dec 24 corporate presentation

Repost:

From Yinson Dec 24 corporate presentation
FSPO contract backlog of USD 21.9 billion until 2048

Solar power plant forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs

1 day ago

Sslee

Repost:
Just a simple summary:
EBITDA is expected to reach about USD 1 billion annually from 2026.

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

And if interest rate drop then FCF will be more.

1 day ago

jjohnchew

Hoho TinKosongLeader Konsslee why give yr gang so many names le :

1.) donkey
2.) Dumbasxxx
3.) low iq le …..

1 day ago

jjohnchew

Summary illustration:

👉Total Loans n Borrowings - Total Contract asset = RM 13,985 m

👉👉 Total Loans n Borrowings - Total Contract asset - Total Finance lease receivables = - 775 million ( ie : Profit RM 775 million over Charter Contract 15 years + 5 years , with assumption that at the End of the Charter Contract, Total Contract asset = RM 5,388 m , the reality is it shl be reducing over years ) .

👉👉👉 Hoho TinKosongLeader Kon ss leee if illustration taking D&A 4% per year …..Total Contract Asset after 15 years + 5 years =. RM 1,078 m …. That means a critical hidden risk on :

😱 A.) Total Finance lease receivables unable to cover Total Loans n Borrowings as the illustration is with assumptions:

> did not include Interest Rate per year

> Total contract asset is No D&A .

B ) Total Finance lease receivables did not include Fpso Agogo charter contract USD 5.4 billion ( First Oil by early 2026 ) .

> Taking gross profit 40 % , ie … Shl be continue …..

Continue…

> Gross profit 40 % =. RM 9.7 billion - 4.3 billion =RM 5.4 billion …

👉Assumption: Taking interest rate 9 % , ( FY2024 Annual Report , USD Loans interest rate is 12 % and 13.88 % )

Total Loans n Borrowings = RM 19,373 m x 0.09 = RM 1.74 billion

Compared to QR October 2024 , Finance Cost = RM 0.443 billion x 4 = RM 1.77 billion .

1 day ago

jjohnchew

Hoho as posted earlier Solar RE electricity projects like LSS5 2000MW EPCC RM 7.2 billion… IRR is getting Low n Lower with single low digit … Shl tied up investment Capital for Yearssss…unless is 100 % Financing…

See Jaks , Solarvest, Sunview and Gading Kencana are Not shortlisted on current LSS5 ….These 4 companies r the LSS4 n CGPP Solar RE Winners ….
Solarvest play as EPC role as well in LSS4 , not only EPCC … taken EPC construction contract …

—-

Posted by Sslee > 45 minutes ago | Report Abuse

The total assets in the financial BS as at Dec 2024 will generate the below revenue and that revenue will be used for working capital, loan repayment, interest payment, SBB, dividend payment and etc)
Can you understand donkey!

You can even work out the yearly revenue from Yinson Dec 24 corporate presentation

Repost:

From Yinson Dec 24 corporate presentation
FSPO contract backlog of USD 21.9 billion until 2048

Solar power plant forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs

1 day ago

jjohnchew

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 %


>QR ended September 2024 :

👉 Revenue : 4.7 million, Profit RM 0.3 million.. 6.38 %


👉👉 Average Profit % for 9 months of 2024 is 10.94 %

-

👉👉 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 )

1 day ago

Sslee

A donkey will still be a donkey no matter how you want to teach him some very basic finance.

Did the donkey know what is jaks revenue? From that revenue can jaks pay bank interest, bank borrowing, working capital, dividend and etc?

Maybe everyone should tell that donkey jaks is a good buy so that he can/will buy more.

But then again who know maybe he also do not owned any jak shares. He just likes to kaki kong, kaki song.

1 day ago

jjohnchew

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

1 day ago

jjohnchew

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.

1 day ago

jjohnchew

Hoho wow became DonkeyyLee ke .. did not understand anymore on Subsidiary n Associate company contributions… still did not learn le ..

Jaks is followed IFRS where as Yinson did not follow….


—-

Posted by Sslee > 4 minutes ago | Report Abuse

A donkey will still be a donkey no matter how you want to teach him some very basic finance.

Did the donkey know what is jaks revenue? From that revenue can jaks pay bank interest, bank borrowing, working capital, dividend and etc?

Maybe everyone should tell that donkey jaks is a good buy so that he can/will buy more.

But then again who know maybe he also do not owned any jak shares. He just likes to kaki kong, kaki song.

1 day ago

jjohnchew

>>> 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.

1 day ago

jjohnchew

Hoho DonkeyykonLee why so jealous liaw le .. u oredi jealous until told lies on yr First n Only Win on Insas WC RM 250,000 since investing from 2016 to 2023 … then told Lies again on yr Win on MMC RM 180,000 which u thanks me on highlighted MMC in Insas forum … what a donkeyy le ..🤣🤣🤣🤫

1 day ago

jjohnchew

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million. ( Vietnam Joint Venture Power Plant 1200 MW with EPCC RM 8.7 billion is COD on January 2021 )


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : Rm 37.787 million with Net Profit RM 15.527 million..


5.) FYE 2024 :

>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.

>> 👉2QR : RM 13.1 million with Net Profit RM 8.4 million.

>>👉3QR : RM 14.1 million with Net Profit RM 22.5 million.


( Note : Vietnam Power Plant Joint venture company is 30 % .. an associate company) .

1 day ago

jjohnchew

👉Hoho this is very very interesting le … FPSO Agogo charter contract Profit can Last for how many years???? :

Finance Cost :

FY2024 AR : RM 963 million

FY2023 AR : RM 577 million

👉Question: After deeply depends on FPSO Agogo First Oil by early 2026 … Shl be critically depends on Next FPSO First Oil for sustainability… 😱😱🤫

If Not … TinKosongLeader Kon ss lee Yinson going to be insolvency ke …😱🤫

22 hours ago

jjohnchew

Hoho meaning only come back look at this counter on 2048 ke ….

Posted by Sslee > 8 hours ago | Report Abuse

The total assets in the financial BS as at Dec 2024 will generate the below revenue and that revenue will be used for working capital, loan repayment, interest payment, SBB, dividend payment and etc)
Can you understand donkey!

You can even work out the yearly revenue from Yinson Dec 24 corporate presentation

Repost:

From Yinson Dec 24 corporate presentation
FSPO contract backlog of USD 21.9 billion until 2048

Solar power plant forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs

22 hours ago

jjohnchew

Hoho TinKosonggang Je-DieMaster no facts n figures ke .. promoted Lambo with many aka id since 2020 until is Delisted on October 2024 .. kesian le ..


Repost :

Hoho Yinson working Capital is only Last for 7 months … need to Refinancing ke like sold FPSO Anna Nery 11.8 % equity :

Where as Jaks working Capital is always can Last for 12 months : Current Ratio 1.04


>>>

Yinson :

Price : RM 2.64
NTA : RM 1.77

EPS 27.58 sen
Trailing PE (Sector Median: 9.7) 9.5
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.58 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %


Jaks :

Price : RM 0.135
NTA : RM 0.60

EPS 0.71 sen
Trailing PE (Sector Median: 21.5) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %

18 hours ago

jjohnchew

Hoho see those posts on Current Ratio earlier …TinKosongLeader Kon ss lee even did not understand le ..🤣🤣🤣🤫

18 hours ago

jjohnchew

Hoho why is TinKosongGang le … oh figures in Million converted to Billion is Wrong … even cannot learn after few posts …🤣🤣🤣🤫

—
Posted by JediMaster1 > 4 hours ago | Report Abuse

The person claimed that have 13 id in i3 and 4 is suspended !!!

17 hours ago

Holdom2040

The pace of (contract assets + financial lease receivable) (current and non-current) are currently increasing at the same rate as increasing of total loan/borrowing.

The management has been saying multiple times "The strong focus on deliveries will also mean giving big investments a break until these deliverables are met and the start of the cash flows are seen."

in the near future when total contract asset convert to financial lease receivable convert to finance lease payment. Plus, the slow down of loan borrowing and finance lease payment >>> finance cost paid. this will be the start of free cash flow

15 hours ago

Holdom2040

the finance payment received has been steadily rising at the same time as finance cost

04/2022: finance lease payment 107mil vs finance cost 111mil
07/2022: 134mil vs 133mil
10/2022: 101m vs 161m
01/2023: 151m vs 172m
04/2023: 95m vs 201m (Anna Nery first oil May)
07/2023: 218m vs 202m
10/2023: 318m vs 244m
01/2024: 295m vs 316m
04/2024: 355m vs 372m
07/2024: 319m vs 445m
10/2023: 316m vs 443m (Maria Q first oil early Oct)

15 hours ago

Holdom2040

A = noncurrent (finance lease receivable+contract assets) + current (finance lease receivable+trade,other receivable+current contract)
B (debt) = noncurrent loan & borrowing + current loan & borrowing + current trade n payable

Quarter of year = A vs B
Q42022 (ending Jan2023): 11240m vs 10874m
Q12023: 13003m vs 12591m
Q22023: 14859m vs 13756m
Q32023: 17194m vs 17550m
Q42023: 18992m vs 19228m
Q12024: 20291m vs 19063m
Q22024: 21082m vs 21726m
Q32024: 20978m vs 21007m

Can see that the total (current/non current financial lease receiveable + contract asset) is increasing as the same pace as the total (current & non-current liability)


The cost to build is incurred first. the amount loan n borrowing should peak first before the payment catch up, and eventually outrun.

Waiting for the financial lease payment to outrun the finance cost in the future when FPSO Atlanta contribute + FPSO Agogo contribution. and decreasing loan & borrowing

15 hours ago

Sslee

A = noncurrent (finance lease receivable+contract assets) + current (finance lease receivable+trade,other receivable+current contract)

The above are accounting representing present value (DCF) of future receivables, the actual yearly receivables you can work out from the Yinson Dec 24 corporate presentation

This yearly receivable will be used for working capital, loan repayment, interest payment, business expansion, SBB, dividend payment and etc

Repost:

From Yinson Dec 24 corporate presentation
FSPO contract backlog of USD 21.9 billion until 2048

Solar power plant forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs

7 hours ago

jjohnchew

Hoho copy from a forumer’s post n updated my comments :


the finance payment received has been steadily rising at the same time as finance cost 

04/2022: finance lease payment 107mil vs finance cost 111mil 
07/2022: 134mil vs 133mil 
10/2022: 101m vs 161m 
01/2023: 151m vs 172m

04/2023: 95m vs 201m (Anna Nery first oil May)

07/2023: 218m vs 202m

10/2023: 318m vs 244m

01/2024: 295m vs 316m

04/2024: 355m vs 372m 
07/2024: 319m vs 445m

10/2023: 316m vs 443m (Maria Q first oil early Oct)

>>>
👉The hidden risks as posted earlier:

These 4 Latest FPSO illustrated Total Loans n Borrowings =.RM 12.4 billion + 3.22 billion =. RM 15.62 billions

QR October 2024 Total Loans n Borrowings RM 19.37 billion- RM 15.62 billion = RM 3.75 billion.

👉👉 Question: Where is this Loans n Borrowings RM 3.75 billion is b/f From ????😱😱😱🤔


Note : 4 Latest FPSO > Anna Nery , Atlanta, Maria and Agogo .

And :

👉👉👉 FPSO Anna Nery is contributing ard 50 % ( First Oil on May 2023 ) on FPSO segment Revenue where as the other 5 Operating FPSO are contributing 50 % ( ie : illustration > each one contributing 10 % only ) .

6 hours ago

jjohnchew

Hoho this is hidden risks from an article reported that Financial Accounting is not followed IFRS :


One research house’s report on Yinson’s financials mentions “Using financial tools to boost equity returns” while a bank-backed research outfit says, “We have stripped off RM151 million EPCIC (engineering, procurement, construction, installation and commissioning) earnings in arriving at our core profit. We believe Street estimates may not be a good comparison as other analysts regard Yinson’s EPCIC earnings as core profit.”

Another research house notes that Yinson’s “IFRS accounting distortion is growing alongside its leverage”, which could lead to confusion among investors.


Insider reply :

>>> 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.

6 hours ago

jjohnchew

Hoho Repost :



> QR October 2023 :

Total Contract Assets: 8,231 million

Total Assets : 26,801 million

Total Finance Lease Receivables: 8,245 million


>> QR July 2023 :

Total Contract Assets: 6,165 million

Total Assets : 22,335 million

Total Finance Lease Receivables: 7,928 million

——

Yinson FPSO Atlanta

US$1.981 billion

"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.21 Mar 2024

6 hours ago

jjohnchew

Hoho Recap Yinson yearly Interest , Hedge and SBB Expenses:

A.) FY2024 Annual Report:

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

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


B.) >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 )


> QR ended October 2024 :

Treasury shares ( SBB ) : ? Unit ( ? % , RM 607 million )

😱👉 ie : SBB money in 9 months = RM 238 million.

😱😱👉👉：illustrated Yearly Interest , Hedge and SBB Expenses: 1118 + 125 + 180 + 238 = RM 1,661 million = RM 1.661 Billion.



Charter Contract n FPSO equity :

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 

Yinson : 
FPSO Jak : 74 % 
FPSO Helang : 100 % 
FPSO Abigail : 100 %

FPSO Anna Nery : 75 % ( recently is reduced to 64 % , 1st oil on May 2023 ) .

FPSO Atlanta : 100 % ( initial commission is scheduled by Feb 2024 .. First Oil by May 2024 then August 2024 .. then ?? )

FPSO Maria : 100 % ( 1st oil on October 2024 )

FPSO Agogo : 100 % ( still in Construction, 1st oil is scheduled by early 2026 )

FPSO Lam Son : 49 % 
FSO Bien : 49 %

5 hours ago

jjohnchew

Hoho as usual TinKosonggang are Best in Pretending n Twisting… the initial post is 1 Figure only …🤣🤣🤣🤫

—
Posted by JediMaster1 > 13 minutes ago | Report Abuse


That is nothing different your junk stock Jaks market cap is either 0.3 b or 0.03 b or 0.003 b i believe one day your trash stock Jaks will become >> ZERO VALUE

5 hours ago

JediMaster1

The person claimed that have 13 id in i3 and 4 is suspended !!!

Genovese ( suspended )

Mikecyc ( Suspended )

Johnchew5 ( Suspended )

Limpek1510 ( Suspended )

jjohnchew ( still active posting trash comment )


Genovese
Anakin Skywalker I got 13 IDs waiting got you to flag red. 😆

5 hours ago

jjohnchew

Hoho so TinKosong Leader as usual use Raw Data to Cakap Besar only … So what Shl be the DCF or simply is getting Bad or Good ???


Posted by Sslee > 1 hour ago | Report Abuse

A = noncurrent (finance lease receivable+contract assets) + current (finance lease receivable+trade,other receivable+current contract)

The above are accounting representing present value (DCF) of future receivables, the actual yearly receivables you can work out from the Yinson Dec 24 corporate presentation

This yearly receivable will be used for working capital, loan repayment, interest payment, business expansion, SBB, dividend payment and etc

Repost:

From Yinson Dec 24 corporate presentation
FSPO contract backlog of USD 21.9 billion until 2048

Solar power plant forecasted revenue of USD 1 billion until 2054(1) underpinned by long-term PPAs

5 hours ago

Sslee

No need to talk to a donkey because forever that donkey can't understand like he can't understand jaks cashflow is negative and need yearly cash call PP or RI for working capital and loan repayment.

This round jaks need a MNH RM 250 million MTN because a 10% PP most likely can only raise RM 25+ million and a RI ALP do not have money to take up his entitlement

The MNH RM 250 million medium-term note (MTN) can hardly cover the MNH Current liabilities RM 204,961,046 and how many of Non-current liabilities RM 196,443,411 become due in 2025?

4 hours ago

jjohnchew

Hoho as usual TinKosongLeader Kon ss lee even best in Pretending n Twisting le..

During Kon ss leee given Jaks FCF list to his TinKosongKonPetHuangbk, I had mentioned:

1.) Cash Flow from Finance Investing .

2.) Current Ratio as : Current Ratio Formula
The current ratio, also known as the working capital ratio, measures the capability of a business to meet its short-term obligations that are due within a year.

3.) DCF

—-

Posted by Sslee > 1 minute ago | Report Abuse

No need to talk to a donkey because forever that donkey can't understand like he can't understand jaks cashflow is negative and need yearly cash call PP or RI for working capital and loan repayment.

4 hours ago

jjohnchew

Hoho Why Jaks is announced on 30/12/2024 given out Dividend after 10 years is No Dividend!👍🤔


One of Variables in DCF calculation is Growth Rate

👉 Simply is Yinson DCF is getting Bad or Good ???


Yinson CAGR :

3Y 83% TTM 29.9%
5Y 51.9% TTM 33.9%


Jaks CAGR :

3Y 29.9% TTM 41.2%
5Y 0.5% TTM - 25%

3 hours ago

jjohnchew

Hoho what a shame le own claimed TA n FA Guru in Yinson forum … but is a TinKosongLeader Kon ss lee le …🤣🤣🤣🤫

Btw I am still Learning le ..

3 hours ago

jjohnchew

Hoho ssleee i am name dropping again lo … nowadays only use this name :

👉 Hoho I am posted Top Glove TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .. 
 




And posted the study on Nitrile Gloves Demand vs Supply of 7 Local Gloves company on August 2020 that Supply Shl fulfil Demand in 12 months …

3 hours ago

JediMaster1

Yup Sslee you are right usually animals like donkey or rat can’t understand humans language 😆😆😆

3 hours ago

jjohnchew

Hoho as usual TinKosonggang even got Figure conversion of million to billion wrongly … always no facts n figures to support the stock as like promoted Lambo until is Delisted on October 2024 … loss naked until cannot afford the Cheapest value mirror … became so low class …

If retaliate with abusive words .. they will do flag until Suspension…

Where as the TinKosongLeader Kon ss leee pretending a Good Guy …

—-
Posted by JediMaster1 > 1 hour ago | Report Abuse

Yup Sslee you are right usually animals like donkey or rat can’t understand humans language 😆😆😆

1 hour ago

jjohnchew

Hoho meaning the Old 5 Operating FPSO did not cover the Loans n Borrowings even being Operated since 2014 …..😱🤔


>>>
👉The hidden risks as posted earlier:

These 4 Latest FPSO illustrated Total Loans n Borrowings =.RM 12.4 billion + 3.22 billion =. RM 15.62 billions

QR October 2024 Total Loans n Borrowings RM 19.37 billion- RM 15.62 billion = RM 3.75 billion.

👉👉 Question: Where is this Loans n Borrowings RM 3.75 billion is b/f From ????😱😱😱🤔


Note : 4 Latest FPSO > Anna Nery , Atlanta, Maria and Agogo .

And :

👉👉👉 FPSO Anna Nery is contributing ard 50 % ( First Oil on May 2023 ) on FPSO segment Revenue where as the other 5 Operating FPSO are contributing 50 % ( ie : illustration > each one contributing 10 % only ) .

1 hour ago

jjohnchew

Yinson Production is pleased to announce the extension of the charter contract for FPSO PTSC Lam Son. In continuation of the existing bareboat charter, the contract has been extended for a firm period of 18 months starting from 1 January 2025 to 30 June 2026, with an automatic extension for an additional six months until 31 December 2026, subject to certain conditions. The value of the extension of the bareboat charter contract (including the extension period) is approximately USD 36.2 million, of which approximately USD 17.7 million is attributable to Yinson Production. 

FPSO PTSC Lam Son is jointly owned by Yinson Production (49%) and PetroVietnam Technical Services Corporation (51%), through the joint venture PTSC Asia Pacific Pte. Ltd. The FPSO has been operating for PetroVietnam in Block 1-2/97 offshore Vietnam since 2014. 

1 hour ago

jjohnchew

Hoho TinKosongLeader Kon ss leee better come back to this counter after the Total Loans n Borrowings on FPSO segment is fully paid off … by 2048 ke ???

1 hour ago