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CapAllianz... The up coming shining ⭐ star
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Chansenghoe1971
Elite |
13-Mar-2026 12:01
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Even if oil price hits $2000 it will not benefit this company.
Full of filth. |
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sklong138
Elite |
12-Mar-2026 18:30
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👍 | ||
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sklong138
Elite |
12-Mar-2026 18:29
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Here is a concise summary of the announcement and the key benefits for stakeholders.
Summary of the Announcement
CapAllianz Holdings Limited announced the results of the " 2025 Reserves Statement," an independent evaluation of its oil and gas concessions in Thailand as of 31 December 2025. The report, prepared by Chapman, details the reserves attributable to the Group.
Key Figures (Attributable to CapAllianz&rsquo s 20% stake):
· 2P Oil Reserves (Proved + Probable): 2.20 million barrels (a 1.35% decrease from the previous update, primarily due to normal production decline).
· 2P Gas Reserves: 62,000 barrels of oil equivalent.
· Value: The reserves are estimated to generate a pre-tax discounted cash flow of USD 47.13 million for the concessions.
Operational Update:
The joint operators have proposed a workover campaign (maintenance and improvement) on three existing wells to enhance production. Importantly, this campaign, along with all exploration and production activities, is self-funded by the Concessions' operating cash flow and bank facilities, meaning CapAllianz is not required to fund these activities.
Benefits to Stakeholders
· Validation of Asset Value: The independent report confirms that the Group holds significant, professionally certified oil and gas reserves, with an estimated value of over USD 47 million in future cash flow.
· No Immediate Cash Call: Since the operations are self-funded by the joint venture, the Group is not required to inject additional capital. This protects CapAllianz' s cash flow and minimizes financial risk for shareholders.
· Proactive Asset Management: The planned workover campaign aims to maintain and potentially increase oil production, which could lead to sustained or improved revenue from the concessions in the future.
· Transparency: The announcement provides shareholders with clear, independently verified data on the company' s assets, allowing for better-informed investment decisions.
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sklong138
Elite |
09-Mar-2026 07:26
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Based on the latest news of oil prices surpassing $100 per barrel due to the Iran war, here is an assessment of how this drastic increase correlates to CapAllianz&rsquo s potential profit.
The short answer is that this is unequivocally positive for their core business.
📈 The Direct Impact on Revenue
CapAllianz generates revenue by selling physical oil barrels from its Thailand concessions. The formula is simple:
Profit = (Selling Price - Cost) × Volume
In their FY2024 report, they sold 32,928 barrels at an average price of US$85.63.
· At $85/barrel:** Revenue was approximately **$2.8M.
· At $100/barrel:** If they sold the same volume today, revenue would jump to approximately **$3.29M.
That is a direct revenue increase of roughly $500,000 (or 17.5%) just from the price jump, assuming costs remain static.
⚙ ️ The " Cost" Caveat
While revenue jumps, the costs of lifting the oil (extraction) and royalties also fluctuate, though not as dramatically as the price.
· Royalties: CapAllianz operates in Thailand under a concession agreement. The Thai government likely takes a percentage of the revenue (Gross Revenue). If revenue goes up, the dollar amount paid in royalties goes up, but the company keeps the majority of the increase.
· Lifting Costs: These are the physical costs to run the pumps and facilities. These are relatively fixed. Whether oil is $50 or $100, it costs about the same to pull it out of the ground. Therefore, the margin per barrel expands significantly.
🧮 Estimated Profit Scenario
Based on their latest half-year report (1H FY2026), their gross profit margin was razor-thin (1.45%) because prices were weak. At $100/bbl, here is a hypothetical math scenario:
1. Revenue: 30,000 barrels × $100 = **$3,000,000**
2. Royalties (Est. 15%): -$450,000
3. **Lifting/Operating Costs (Est. $60/bbl):** -$1,800,000
4. Gross Profit: $750,000
Note: These are illustrative estimates based on industry averages, as the company does not disclose exact per-barrel operating costs.
At $85/bbl in this model, Gross Profit would only be around **$150,000. At $100/bbl, it jumps to **$750,000.
💡 Final Assessment
The $100 oil price is a significant positive catalyst for CapAllianz' s Oil & Gas segment. It turns a marginally profitable operation into a potentially cash-flow-positive one.
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sklong138
Elite |
04-Mar-2026 13:18
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BIT BY BIT, BBs shall bring down the 0.002 Wall | ||
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sklong138
Elite |
04-Mar-2026 09:54
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CAPALLIANZ WILL BE THE NEXT REX. HUAT AR | ||
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sklong138
Elite |
04-Mar-2026 09:42
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ONCE THE 0.002 WALL IS TAKEN DOWN. IT WILL BE UP UP THE WAY | ||
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sklong138
Elite |
04-Mar-2026 09:40
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SWEE. HUAT AR | ||
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sklong138
Elite |
03-Mar-2026 16:12
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ALL ENERGY STOCKS HAVE GOOD RUN TODAY. COMING SOON FOR CAPALLIANZ |
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sklong138
Elite |
03-Mar-2026 10:00
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Based on the latest financial reports, a sustained increase in crude oil prices could have several specific positive impacts on CapAllianz, potentially helping to reverse recent financial struggles.
📈 Breakdown of Potential Positive Impacts
· Immediate Revenue Enhancement: Higher oil prices directly boost revenue. In FY2024, CapAllianz sold 32,928 barrels at an average price of US$85.63** per barrel . With production relatively fixed in the short term, any price increase flows directly to the top line. For example, a **$10 increase per barrel could have added approximately US$329,280 in revenue at that production level.
· Improved Profit Margins: Since the cost of extracting each barrel is relatively stable, higher prices primarily expand gross profit. In FY2024, cost of sales per barrel was high, limiting margins . With higher prices, a larger portion of revenue would become gross profit, directly improving the company' s bottom line.
· Unlocking Deferred Tax Assets: The company recently benefited from a US$1.01 million income tax credit, partly due to higher deferred tax assets from its Thailand operations . Higher oil prices typically lead to higher expected future profits. This allows the company to recognize more of these deferred tax assets on its books, reducing its overall tax expense and improving net income.
· Strengthening Working Capital: CapAllianz relies on cash flows from its Thai oil venture to support its operations . Higher revenue and profits from this core asset would provide more internal cash, reducing the need for external funding like share placements (which diluted shareholders) or loans. This would strengthen its balance sheet and reduce going-concern risks.
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sklong138
Elite |
01-Mar-2026 14:32
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Based on the latest news of Israel-US " war" with Iran which has impact on CapAllianz' s core business which is primarily focused on the energy sector. An increase in crude oil prices would likely have a positive impact on its main business segment, based on the company' s own financial analysis.
Here is a breakdown of their core business and how it relates to oil prices.
🏢 Core Business Segments
CapAllianz Holdings Limited operates through two main business segments :
· Oil and Gas (Primary Segment): This is the company' s core focus, encompassing the exploration, development, and production of oil. Their key asset is a 20% interest in onshore oil concessions located in the Phetchabun Basin in Thailand . This segment is the primary driver of their revenue .
· Investment and Trading: This segment involves holding investments and trading activities, including private equity deals and trading in equities and commodities . The company is also present in the consumer sector through a 40% stake in a Singapore-based supermarket business .
📈 Impact of Higher Crude Oil Prices
An increase in crude oil prices is expected to have a positive impact on CapAllianz, specifically for its core Oil and Gas segment. Here' s the breakdown based on evidence:
· Direct Financial Benefit: The value of CapAllianz' s primary asset&mdash its stake in the Thai oil concessions&mdash is directly tied to the price of oil. The company' s own financial reports from 2024 show a clear correlation: if oil prices increase, the market value of its Thailand operations goes up .
· For example, a 5% increase in oil prices was projected to increase the market value of these operations by over US$29 million .
· Recent Performance Context: The positive impact of higher prices is also evident when looking at recent struggles. In the first half of fiscal year 2026, the company' s oil and gas revenue dropped by 26.7% , which was attributed in part to weaker oil prices . This directly illustrates how lower prices hurt their business, implying that higher prices would help reverse this trend.
In short, while CapAllianz has diversified interests, its financial health is most sensitive to the performance of its oil and gas assets. A recovery or increase in crude oil prices would likely improve revenue and the valuation of its core operations in Thailand.
Business Segment Core Activities Impact of Higher Oil Prices
Oil and Gas Exploration & production in Thailand Positive - Increases revenue & asset value
Investment & Trading Private equity, commodity trading Neutral / Indirect - Limited direct impact
Consumer (Retail) Supermarket business in Singapore Neutral / Indirect - Limited direct impact
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JurongW
Elite |
03-Feb-2026 01:00
Yells: "Earnings give weight, Chart give wings" |
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Profit Guidance - Company expected to report net loss for 6-month financial period ending 31 Dec 2025 https://links.sgx.com/1.0.0/corporate-announcements/V6KKDR5W1OVY2VP3/873929_260202_CapAllianz_SGX%20Ann%20-%20Profit%20Guidance.pdf |
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sklong138
Elite |
31-Jan-2026 17:37
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Based on the provided document, here is a summary of the Singapore Exchange' s (SGX-ST) queries and CapAllianz Holdings Limited' s responses regarding the appointment of Dr. Liu Jingting as an Independent Non-Executive Director and Audit Committee Chairman.
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Summary of SGX Queries & CapAllianz Responses
Query A: Dr. Liu' s Experience, Suitability, and Introduction
· SGX' s Concern: Dr. Liu has no prior experience as a director of an SGX-listed issuer and is based in the USA.
· Company' s Response:
1. Experience & Track Record: Dr. Liu holds advanced degrees in Economics, Law, and Marketing/International Business. She is an Assistant Professor of International Business, with research focusing on financial analysis and risk management. She also has prior private sector experience in accounting services and financial administration.
2. Suitability Assessment: The Nominating Committee (NC) assessed her qualifications, financial literacy, independence, and commitment. They concluded her academic and professional background equips her to oversee financial reporting and governance. Her appointment also improves Board gender diversity and adds international experience.
3. Introduction: Dr. Liu was introduced by a substantial shareholder, Mr. Zhang JiaHui, through professional networks. Both Dr. Liu and the NC confirm she is independent, not a nominee, and has no business/financial ties to the company or its substantial shareholders.
Query B: Audit Committee Compliance
· SGX' s Concern: Whether the Audit Committee (AC) composition complies with the rule requiring at least two members (including the Chairman) to have recent and relevant accounting/financial expertise.
· Company' s Response:
· The AC has three members: Dr. Liu (Chairman), Mr. Songtao Jia, and Dr. Zhu Xuran.
· The NC asserts compliance based on the expertise of Dr. Liu (academic training and research in finance) and Mr. Jia (MBA/EMBA holder and current Chief Strategy Officer of a US-listed company with senior financial oversight experience).
· While Dr. Zhu lacks such a background, the combined expertise of the other two members is deemed sufficient to meet the requirement.
Query C: Directors' Familiarity with Listing Rules
· SGX' s Concern: How the company ensures directors (who all lacked prior SGX-listed director experience when appointed) are familiar with and comply with listing rules.
· Company' s Response: The company has implemented several measures:
1. Mandatory Training: All first-time directors will complete the mandatory Listed Entity Director Programme within one year of appointment.
2. Internal Support: The Board is supported by an experienced Financial Controller and guided by the CEO (Mr. Liu Qiang), who has completed relevant training and has over two years of Board experience and prior HKEX directorship experience.
3. External Guidance: The Board maintains close relationships with its continuing sponsor and external company secretary for ongoing regulatory advice.
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Key Takeaway: CapAllianz has defended Dr. Liu' s appointment by detailing her relevant academic and professional expertise, affirming her independence, and explaining how the Board structure and planned training ensure compliance with SGX governance and listing rules.
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Sibehboeng
Master |
22-Jan-2026 13:34
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No volume. Don' t say 3, 2 also don' t have.
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Volmax
Elite |
20-Jan-2026 13:57
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Contra Players Bought Yesterday All Become OBK  Cry Until No Tears 
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Success3288
Member |
19-Jan-2026 16:18
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It will be good to clear 3 and move to 4 before CNY | ||
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Sibehboeng
Master |
19-Jan-2026 10:15
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Will it be flash in a pan? Wait buy liao get stuck at 2 again...
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bishalnb
Master |
19-Jan-2026 10:10
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its awake 
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sklong138
Elite |
08-Dec-2025 12:57
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Based on the CapAllianz Holdings Limited Annual Report 2025, here is a summary highlighting the net asset value and forward plans:
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📉 Financial Performance Overview
· Revenue declined by 12.0% to **US$3.60 million** (from US$4.09 million in FY2024).
· Net loss attributable to shareholders increased to **US$5.04 million** (from US$0.56 million in FY2024).
· Both the oil & gas and technical services segments faced challenges, including lower production, lower oil prices, and customer payment defaults.
📊 Net Asset Value (NAV)
· NAV decreased by 11.7% from US$34.87 million** (30 June 2024) to **US$30.80 million (30 June 2025).
· NAV per share fell from 0.41 US cents (approx. S$0.0053) to **0.33 US cents** (approx. S$0.0042), partly due to the issuance of ~650.86 million new shares.
🚀 Forward-Looking Plans
To revitalize growth and improve financial resilience, CapAllianz is pursuing a three-pronged strategy:
1. Diversification into Wholesale Trading
· Acquired a 51% stake in Number One Supermarket Pte. Ltd. (July/November 2025).
· Aims to diversify revenue streams through machinery, equipment, and consumer goods trading.
2. Strategic Partnerships & New Ventures
· Signed a non-binding MOU with OOSS Global Pte. Ltd. for the Vajrayana Center Project in Bhutan.
· Exploring opportunities in supply chain management and project-based services.
3. Strengthening Financial Position
· Completed a share placement (October 2025) raising ~US$2.58 million to improve liquidity and fund potential acquisitions.
· Continued focus on cost control, working capital management, and exploring funding options.
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✅ Conclusion
Despite a challenging year, CapAllianz is actively diversifying its portfolio, strengthening its balance sheet, and pursuing new growth opportunities to return to profitability and enhance long-term shareholder value.
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Success3288
Member |
05-Dec-2025 14:15
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I q to buy at 1 | ||
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