| Latest Forum Topics / Shen Yao Last:0.002 -- |
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Gold rally to 10k?
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Chansenghoe1971
Elite |
19-Jul-2025 13:12
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Mr Long, how is your Capallianz? How s your aspen? How s your q t?
Thought u evaporated. Still around This forum miss a crossing street rat. Miss all your misleading info here. Welcome back to be whacked
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Jimeagle
Veteran |
19-Jul-2025 12:27
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I thought RIP liao?? Another resurrection?? | ||
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sklong138
Elite |
19-Jul-2025 12:24
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The coal trading market presents significant but complex growth opportunities for trading companies, driven by persistent demand in key regions and sectors, alongside evolving market dynamics. Here&rsquo s a strategic analysis:
### 🔥 1. **Market Drivers and Growth Areas**
- **Asia-Pacific Dominance**:
- **Energy Demand**: Rising electricity needs in India, China, and Southeast Asia sustain coal demand. China alone accounts for **51% of global consumption** (8.93B tons in 2024) .
- **Industrial Expansion**: India&rsquo s steel sector (e.g., Tata Steel, JSW) plans **> 25M ton capacity increases by 2027**, driving coking coal imports .
- **Infrastructure Projects**: Southeast Asia (Vietnam, Philippines) imports coal for power plants, with **6.1% YoY import growth** in 2024 .
- **Niche Industrial Applications**:
- **Cement Production**: Accounts for **~18% of coal demand** due to high-temperature kiln requirements .
- **Metallurgical Coal**: Critical for steelmaking China&rsquo s spot market dominance (45% of PHCC transactions) influences global pricing .
### 🌍 2. **Regional Opportunities and Challenges**
#### **High-Growth Regions**
| **Region** | **Growth Drivers** | **CAGR Projection** |
|------------------|------------------------------------------------------------------------------------|---------------------|
| **Asia-Pacific** | Industrialization, power deficits, steel expansion (India, China, Vietnam) | 2.35&ndash 4.68% |
| **Africa** | Emerging energy demand, low renewable infrastructure | Moderate (data limited) |
| **Eastern Europe**| Reliance on coal for power/steel (e.g., Poland, Czech Republic) | Stable |
#### **Challenges**
- **Environmental Regulations**: Carbon taxes and emission rules in Europe/North America may constrain long-term demand .
- **Trade Volatility**: US-China tariffs could disrupt **8.5M tons of US coking coal exports** to China .
### ⚙ ️ 3. **Strategic Pathways for Trading Companies**
- **Supply Chain Optimization**:
- Secure contracts with major producers (e.g., Indonesia, Australia, Russia) to leverage **cost advantages** .
- Invest in logistics (rail/ship) to reduce transport costs, especially for moisture-sensitive lignite .
- **Product Diversification**:
- Focus on **high-quality bituminous/anthracite coal** (65% market share) for power/steel sectors .
- Explore **carbon capture partnerships** to align with ESG trends .
- **Geographic Targeting**:
- **Priority 1**: India (29% of Australian met coal imports) .
- **Priority 2**: Southeast Asia (growing imports for infrastructure) .
### ⚠ ️ 4. **Risk Mitigation**
- **Price Volatility**: Use futures contracts (e.g., Dalian Commodity Exchange) to hedge against fluctuations .
- **Regulatory Shifts**: Monitor EU carbon border taxes and Asia&rsquo s renewable transition timelines .
- **Supply Disruptions**: Diversify sources to avoid over-reliance on Russia-sanctioned coal .
### 📈 5. **Projected Market Metrics**
| **Indicator** | **2024/2025** | **2030/2035** | **Growth** |
|------------------------|----------------------|----------------------|---------------------|
| **Global Market Value**| $233&ndash $1,663B | $295&ndash $1,909B | 0.9&ndash 4.68% CAGR |
| **Trade Volume** | 8.09B&ndash 8.93B tons | 10.95B+ tons | 1.3&ndash 3.43% CAGR |
### 💡 **Conclusion: Key Strategic Focus**
Trading companies should:
1. **Leverage Asia&rsquo s demand surge** via long-term contracts with utilities/steel plants.
2. **Innovate in logistics and quality control** to compete on efficiency, not just price.
3. **Diversify into ancillary sectors** (e.g., cement, silicon coal ) to offset power-sector declines.
4. **Monitor geopolitical/regulatory risks** proactively.
> While **long-term decarbonization** pressures exist, near-to-mid-term opportunities in emerging economies offer robust growth for agile traders .
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sklong138
Elite |
18-Jul-2025 19:13
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Here is a clear summary of the announcement:
**Summary: Quarterly Update on New Commodities Trading Business**
1. **JCS Coal Supply Agreement:** The Company is contractually obligated to secure 3.5 million tons of coal for JCS within 24 months from March 21, 2025, under its Agent Agreement. The Company is responsible for negotiating purchase terms with suppliers.
2. **Strategic Shift:** The Company aims to pursue similar agreements to transform into a commodities trading company integrated into the mining and resources value chain, establishing this as a core " New Business" line.
3. **Key Appointment:** A senior manager with extensive coal mining and trading experience has been appointed to lead this New Business initiative.
4. **Current Progress:** The Company is actively working with JCS to deliver the first coal shipment and will provide further updates.
5. **Ongoing Diversification:** The Company continues to evaluate other new business opportunities and will announce material developments.
6. **Trading Status Reminder:** The Company' s shares remain suspended from trading on the SGX-ST since March 24, 2023. Shareholders are advised to read announcements carefully and seek professional advice if needed.
**Key Takeaways:** The Company is progressing with its new commodities trading business, starting with a major coal supply contract for JCS, supported by a key hire, and is actively pursuing further growth in this sector while exploring other opportunities. Shareholders are reminded of the ongoing trading suspension.
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sklong138
Elite |
30-Jun-2025 14:55
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Based on the search results, here is a summary of the background and roles of Shen Yao Holdings' CEO and CFO: Interestingly both the current CEO and CFO of Shen Yao are from CapAllianz.
### 🧑 &zwj 💼 Current CEO: Jeffrey Pang Kee Chai
- **Appointment**: Became Group CEO on October 5, 2023, succeeding Liang Yao .
- **Experience**:
- Joined Shen Yao in 2020 as a Non-Executive Independent Director, chairing the Audit and Nominating Committees .
- Previously spent 12 years in senior roles at **CapAllianz Holdings Limited** (SGX-listed), where he led restructuring and strategic planning .
- Background in finance across oil and gas, real estate, and F& B sectors, with over 20 years in audit and commercial fields .
- **Qualifications**: Fellow of the Association of Chartered Certified Accountants (ACCA) and member of the Institute of Singapore Chartered Accountants .
### 👩 &zwj 💼 Current CFO: Chew Ying Ying, Linda
- **Appointment**: Appointed CFO effective April 23, 2025 .
- **Experience**:
- **CapAllianz Holdings** (2016&ndash 2024): Progressed from Accounts Executive to Financial Controller, managing finance and compliance .
- **Precursor Group** (2013&ndash 2016): Worked in audit and accounting roles .
- Holds directorships at **JP Consulting Services Pte. Ltd.** .
- **Qualifications**:
- Certified Public Accountant (CPA Australia, 2019) and Professional Business Accountant (ISCA, 2023) .
- Bachelor of Accountancy from SIM University (2017) .
### 🔄 Key Organizational Context
- **Liang Yao** (Former CEO, Current Chairman):
- Served as CEO from May 2020 to October 2023 before transitioning to Executive Chairman .
- Brings 20+ years in finance, fund management, and corporate strategy .
- **Governance**: The board includes **Yilun Yao** (Non-Executive Director) and **Kee Chai Pang** (who chairs multiple committees) .
### 💎 Executive Profiles Summary Table
| **Position** | **Name** | **Tenure** | **Key Experience** | **Qualifications** |
|--------------|----------|------------|-------------------|-------------------|
| **CEO** | Jeffrey Pang Kee Chai | Since Oct 2023 | 12+ years senior roles, CapAllianz restructuring 20+ years in finance/audit | ACCA Fellow ISCA member |
| **CFO** | Chew Ying Ying, Linda | Since Apr 2025 | CapAllianz (2016-2024): Financial Controller to Accounts Executive Audit at Precursor Group | CPA Australia ISCA B.Accountancy |
| **Chairman** | Liang Yao | CEO until Oct 2023 Chairman since | 20+ years finance, fund management, corporate strategy | Postgrad Diploma, Nanjing University |
This structure reflects recent leadership changes, with Pang driving operational strategy and Chew overseeing financial governance post-2025 .
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sklong138
Elite |
11-Jun-2025 09:20
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Here' s a concise summary of the key points:
1. **Loan Agreement:** The company entered into a S$1.8 million loan agreement with its Chairman, Mr. Yeo Hock Huat, on March 3, 2025.
2. **Loan Terms:**
* Interest Rate: 5.0% per annum.
* Repayment: Full principal + accrued interest due within 18 months from disbursement (extendable by mutual written agreement).
* Security: Unsecured.
* Purpose: Additional working capital (operating expenses, etc.).
3. **Regulatory Classification:** As Mr. Yeo is the Chairman, the loan is classified as an " Interested Person Transaction" under the Catalist Rules (Chapter 9).
4. **Compliance Assessment:**
* The company' s Latest Audited Net Tangible Assets (NTA) was S$32.0 million (as of June 30, 2022).
* Under Rule 909, the " value at risk" for this type of loan is the interest payable.
* Interest payable over 18 months: S$135,000.
* This represents 0.4% of the Latest NTA.
5. **Regulatory Outcome:** Since the value at risk (0.4%) is below the 3% NTA threshold (Rule 905(1)):
* No immediate announcement was *required*.
* Shareholder approval was *not necessary*.
6. **Voluntary Disclosure:** The company chose to disclose the loan voluntarily to inform shareholders about the funding for working capital and progress on building its New Business.
**In essence:** The company took a small (S$1.8m), short-term (18-month), unsecured loan from its Chairman at 5% interest for working capital. While legally classified as an Interested Person Transaction, the calculated risk (S$135k interest) was only 0.4% of the company' s assets, falling well below regulatory thresholds requiring announcement or shareholder approval. The company disclosed it voluntarily for transparency regarding its funding needs.
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Chansenghoe1971
Elite |
11-Jun-2025 09:10
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Rip SKLong
😜
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happyharvest
Elite |
11-Jun-2025 08:27
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RIP liongold 
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TraderBen
Supreme |
10-Jun-2025 20:38
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Gone case already la.. only left 42k in cash.. how to survive .. likely drag on for a few months then liquidate | ||
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sklong138
Elite |
10-Jun-2025 18:13
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Here' s a concise summary of the key points from the announcement for the month of May 2025:
1. **Legal Dispute & Winding-Up Risk:**
* The company is disputing a statutory demand from Tomson Pte. Ltd. (received Feb 2025).
* The High Court granted an order on May 9, 2025, restraining Tomson from commencing winding-up proceedings against the company, pending the outcome of an earlier legal claim (Originating Claim dated June 7, 2024).
2. **Efforts to Meet Listing Rules (Catalist Rule 1017):**
* The company is actively searching for investors/business opportunities (e.g., signed an agent agreement with JCS INVD PTE LTD on March 21, 2025).
* It is engaging with its Chairman (Hock Huat) and a major shareholder/Executive Director (Yao Liang) to secure additional funding for working capital. While Mr. Yao continues to support the company, there is no formal obligation for him to provide funds.
* The company withdrew a previous application to SGX-ST for a 6-month extension to meet listing rules and submitted an updated application on April 25, 2025.
3. **May 2025 Asset Valuation & Cash Utilisation:**
* The board announces the monthly figures as required by Rule 1017(1)(b).
* **Crucially:** The figures are unaudited and the company **cannot fully ascertain their completeness or accuracy**. This is because:
* It has no operating business after losing control of key subsidiaries (Golden Point Group, Cold Pty Ltd, Ironbark Mining Pty Ltd).
* It has not released quarterly or annual financial statements since Q1 2022 (ended Sept 30, 2022).
**In essence:** Shen Yao Holdings is in a precarious position, fighting a legal battle to avoid winding-up while urgently seeking funding and business opportunities to regain compliance with stock exchange listing rules. Its ability to accurately report its financial position (assets/cash) is severely hampered by the lack of operations and recent audited financials.
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sklong138
Elite |
19-May-2025 19:59
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**Summary of the Announcement:**
Shen Yao Holdings Limited announced that the High Court has issued an order (as of 9 May 2025) restraining Tomson from initiating winding-up (liquidation) proceedings against the company. This order is temporary and depends on the outcome of an ongoing legal dispute (the " Originating Claim" ), which must first determine whether a debt allegedly owed by the company to GPG (and later assigned to Tomson) is valid and payable.
**Key Details:**
- The court order prevents Tomson from pursuing liquidation until the Originating Claim resolves whether the debt existed and was due to GPG **before** its assignment to Tomson.
- The trial date for the Originating Claim remains unfixed, with no clarity on when it will be heard or decided.
- The company will provide further updates to shareholders as significant developments arise.
This decision offers temporary relief to Shen Yao Holdings, delaying potential liquidation while the underlying debt dispute is resolved.
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TraderBen
Supreme |
15-May-2025 10:52
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I will be very surprised if this can stage a comeback. | ||
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sklong138
Elite |
15-May-2025 10:49
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**Summary of Announcement:**
**1. Legal and Financial Developments (Monthly Updates):**
- Shen Yao Holdings is contesting a statutory demand from Tomson Pte. Ltd., seeking legal advice to challenge the demand and potential winding-up proceedings.
- The company filed an injunction to block winding-up proceedings a High Court hearing occurred on 16 April 2025, but the decision remains pending.
- Efforts to secure funding include an agent agreement with **JCS INVD PTE LTD**, ongoing investor searches, and discussions with Chairman Mr. Yeo and controlling shareholder Mr. Yao for working capital support.
- A 6-month extension application to meet SGX-ST Catalist Rules (Rule 1017) was withdrawn and resubmitted on 25 April 2025 with updated information.
**2. Asset Valuation and Cash Utilization (April 2025):**
- Disclosed unaudited asset/cash figures (as of 30 April 2025) under Rule 1017(1)(b), but accuracy is uncertain due to:
- Loss of control over key subsidiaries (Golden Point, Balmaine Gold, Ironbark Mining).
- No financial statements released since Q1 2022.
- Figures are provisional, prepared on a " best-efforts" basis to provide shareholders with estimated insights.
**Key Risks:** Uncertainty around the legal dispute outcome, funding commitments, and incomplete financial data may impact the company&rsquo s stability. Shareholders are advised to await further updates.
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sklong138
Elite |
22-Apr-2025 19:37
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**Summary of Shen Yao Holdings Limited' s Monthly Update (March 2025):**
1. **Legal Proceedings with Tomson Pte. Ltd.:**
- The company is contesting a statutory demand filed by Tomson (dated February 2025) and seeking legal advice to challenge potential winding-up proceedings.
- Filed an Originating Application and interim injunction (March 20, 2025) to restrain Tomson court hearing scheduled for April 16, 2025.
2. **Funding and Cash Status:**
- Actively engaging with Chairman Mr. Yeo Hock Huat and Executive Director Mr. Yao Liang (a controlling shareholder) for additional working capital.
- Withdrew a prior application for a 6-month extension (to September 2025) to meet SGX-ST Catalist Rule 1017 requirements plans to submit an updated application.
3. **New Business Development:**
- Signed an **Agent Agreement with JCS INVD PTE LTD** (March 21, 2025) to secure **3.5 million tons of coal** within 24 months, aiming to transition into commodities trading.
- Actively pursuing similar agreements to establish a new core business in mining/resources trading (" New Business" ).
4. **Strategic Shift:**
- Transforming into a commodities trading company as part of its new business strategy.
- Continues exploring other business opportunities and will update shareholders on material developments.
**Key Risks:** Uncertainty around the legal dispute with Tomson and reliance on shareholder funding without formal commitments. Shareholders are advised to monitor further announcements.
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sklong138
Elite |
17-Apr-2025 17:45
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1. Shen Yao Holdings Limited announces that High Court hearings for OA 288 and SUM 749 concluded on April 16th, 2025, with decisions reserved. 2. Tomson' s undertaking to not commence winding-up proceedings remains in effect. 3. Further announcements will be made regarding the outcome. 4. Shareholders are advised to seek professional advice if needed.
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sklong138
Elite |
01-Apr-2025 11:29
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TANABC
Member |
26-Mar-2025 16:30
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Mr Long, do u foresee something positive coming up? Please share.
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TANABC
Member |
26-Mar-2025 16:27
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Why is Mr S K Long feels happy. Do you foresee anything positive? Can share? | ||
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XTC855
Senior |
24-Mar-2025 13:58
Yells: "Don't follow my investment strategies..I m a big risker" |
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Any idea when resumption of trading if everything goes smoothly | ||
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sklong138
Elite |
24-Mar-2025 13:32
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