All Comments on ARMADA Reload

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詹JIm
1 Like · Reply
MISC............................??????
Yusri Suhaimi
if they can agree on the price
Like · 1 week · translate
Jimmi Lin
I believe they will reach a consensus
Like · 1 day · translate
孞延夏
Like · Reply
会小涨到0.495
就会回调整到0.400
附近就开始回大涨了。
孞延夏
2 Like · Reply
季度业绩亏损,又出现十字星
要下跌?了
Hong Chew Eu
2 Like · Reply
Is the Market Sleeping on Bumi Armada’s Turnaround?

Over the past six years, Bumi Armada has transitioned from a dual-segment model - comprising FPSO operations and Offshore Marine Services - into a focused, integrated offshore production business.

The offshore support vessel segment was gradually scaled down, and by 2022, all operational assets were consolidated under a single Operations unit. A new Technology, Engineering & Projects unit was also established to provide engineering consultancy and project support services.

Geographically, Bumi Armada streamlined its footprint while maintaining a presence in key offshore regions across Asia, Africa, and Europe. By 2023, its operations spanned five continents, but with fewer, more strategically aligned assets focused on high-value, long-term production contracts.

These strategic shifts have yielded strong results. Net profit surged from RM 38 million in 2019 to RM 656 million in 2024, while ROE improved from 1.2% to 11.3%. This improvement is reflected in its Goldmine quadrant in the Fundamental Mapper.

Can this performance be sustained amid declining crude oil prices triggered by the current tariff war?

According to the company, its core revenue is not directly tied to crude oil prices. This is due to its long-term, fixed-rate FPSO contracts, which provide stable cash flows regardless of short-term oil price movements.

While broader market conditions - such as lower crude prices - may affect future contract opportunities or investment cycles, Bumi Armada’s current revenue base remains largely insulated from these fluctuations.

Has the market missed this picture, given the declining stock price since the start of the year?

If you want to understand more about the impact of declining crude oil prices on other Bursa E&P companies, join me this at this Thursday podcast

Date: 24 April 2025 (Thu)
Time: 8:30pm
Link: https://www.facebook.com/xifu.my
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Muhammad Noor Iman Bin Baharudin
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Salam-Patawali project called off. Althogh, it doesn't look like Bumi Armada submitted a serious bid for it anyways.Still have a few more ongoing bids for FPSOs in Malaysian waters - Sepat, Kikeh and Kelidang.

Will analyse this counter soon in our Tele grp. Link in my bio.
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KhengWang Teoh
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习大大准备来大马购买 能源?
Fatty Bombom
33 Like · Reply
《 深交三種人 》

1. 雪中送炭的人,此生不負。
2. 真誠厚道的人,值得深交。
3. 正能量滿的人,溫暖一生。

《 絕交三種人 》

1. 見不得你好的人,敬而遠之。
2. 人品不好的人,不必為友。
3. 兩面三刀的人, 不必同行。

人生短暫,要把時問給對的人。

远离小丑哈哈哈哈…………….
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Leo King
armada等消息等到怎么样呢?哈哈哈哈哈
Like · 2 weeks · translate
Yike
gogogo ..market fly
1 Like · 2 weeks · translate
Jimmi Lin
4 Like · Reply
Bumi Armada's recent wins of contracts from India's Oil and Natural Gas Corp Ltd will provide stable income stream for the company in the next three years

https://www.nst.com.my/business/corporate/2025/03/1186091/bumi-armada-boasts-steady-revenue-stream-after-india-contract
Tteffub Nerraw
If merger with MISC failed, 0.49 will be a good price to consider entry if oil outlook is good. The debt issues should be no problem in the near term. Don't average down before then. Careful, in a bear market, customer like to void payment.
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Like · 1 month · translate
Jimmi Lin
Same thought. Below 0.50 is a good price to enter or average
1 Like · 1 month · translate
Jimmi Lin
3 Like · Reply
No further impairments expected for Bumi Armada. The company will definitely turn green in the next qr

https://www.businesstoday.com.my/2025/03/03/no-further-impairments-expected-for-bumi-armada/
seng wong
2 Like · Reply
查了下干嘛今天会逆涨,原来回复了派息,好耶,没有下错棋