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19,408 comment(s). Last comment by i3lurker at Feb 18, 2019 05:02 PM
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digi_three
42 posts

Posted by digi_three > Feb 18, 2019 12:08 AM | Report Abuse

yeah sell tomorrow and buy back early 2020


Investor 999
94 posts

Posted by Investor 999 > Feb 18, 2019 06:54 AM | Report Abuse

https://klse.i3investor.com/m/blog/kianweiaritcles/167468.jsp


DK66
917 posts

Posted by DK66 > Feb 18, 2019 08:21 AM | Report Abuse

The article https://klse.i3investor.com/m/blog/kianweiaritcles/167468.jsp is incorrect on the point about the impact of coal price fluctuations on Jaks' power plant. Under the power purchase agreement, the cost of coal is a "pass through". It will not affect the profitability of the plant.

Please read my article "Understanding Jaks Hai Duong thermal power plant in Vietnam" to have a better understanding of the power plant.


Investor 999
94 posts

Posted by Investor 999 > Feb 18, 2019 08:58 AM | Report Abuse

管理层的诚信是决定公司前途的主要原因。


newbie8080
1023 posts

Posted by newbie8080 > Feb 18, 2019 09:37 AM | Report Abuse

@ DK66

MFCB's power plant in Laos is hydropower whereas Jak's coal fired power plant.
I believe hydro powered plant has better profit margin than coal fired plants as they do not incur cost like coal(price in USD) to run it.
Besides, they can't control the price of the commodities.
Even with "pass through", it still face the inefficiency which also happen to energy giant like TNB.

https://www.thestar.com.my/business/business-news/2019/02/14/tnb-in-focus-due-to-high-coal-prices/
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Posted by DK66 > Feb 17, 2019 11:33 PM | Report Abuse

It was reported in the latest edition of The Edge Weekly that the 260MW Don Sahong power plant in Loas which is 80% (208MW) owned by MFCB is expected to commence operation in early 2020. It is expected to contribute US$60-70M annual profits to MFCB. MFCB is expected to fully paid off its loans in 3 years

Jaks currently owns 30% of the 1,200MW Hai Duong plant, effectively equivalent to 360MW. If using MFCB profit of around US$0.31m (65m/208MW) per MW, Jaks is expected to make US$111m (RM450m) annual profits from its Vietnam IPP. Equivalent to EPS 0f RM0.77 (RM450/584m shares)


DK66
917 posts

Posted by DK66 > Feb 18, 2019 10:17 AM | Report Abuse

Newbie8080,

You are right to say that Hydropower has better profit margin than coal power. In fact, it has much better profit margin as it rely on natural flow of water to generate electricity.

However, I would like to point out that while it is extremely important for a country to decide on its energy landscape, for power producers, the ultimate returns on its investment is above all else.

Both Don Sahong and Hai Duong power plants rely on the country's sole electricity distributor to purchase the electricity produced by them. Both are under 25 year BOT agreement with the Government. They are paid based on the PPAs signed which determine their potential future earnings and returns.

Therefore, the return on investment of the projects is actually the main consideration during feasibility studies, not the profit margin of the plant.

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newbie8080 @ DK66

MFCB's power plant in Laos is hydropower whereas Jak's coal fired power plant.
I believe hydro powered plant has better profit margin than coal fired plants as they do not incur cost like coal(price in USD) to run it.
Besides, they can't control the price of the commodities.
Even with "pass through", it still face the inefficiency which also happen to energy giant like TNB.


Dcmh
275 posts

Posted by Dcmh > Feb 18, 2019 03:59 PM | Report Abuse

Didn’t make any and Never bought any share as touched by kyy


i3lurker
408 posts

Posted by i3lurker > Feb 18, 2019 05:02 PM | Report Abuse

another day of sabotaging the share price...

lol

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