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Last Price Today's Change   Day's Range   Trading Volume
1.42   -0.02 (1.39%)  1.40 - 1.45  7,542,000
32,106 comment(s). Last comment by PureBULL ... at Jan 24, 2020 1:49 AM
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beinvested
838 posts

Posted by beinvested > Dec 5, 2019 12:09 PM | Report Abuse

Short Sellers at 1.24 and 1.25 lessen..


KoonYewSiong67
278 posts

Posted by KoonYewSiong67 > Dec 5, 2019 12:10 PM | Report Abuse

let it drop more.....kiki


beinvested
838 posts

Posted by beinvested > Dec 5, 2019 12:10 PM | Report Abuse

2 things :- is legal..
Buy low sell high.
Sell high BUY low.


beinvested
838 posts

Posted by beinvested > Dec 5, 2019 12:13 PM | Report Abuse

It is tantamount to attacking or sabotaging your company by outsiders...unless you do it against your own company, for a quick gain also lah...


beinvested
838 posts

Posted by beinvested > Dec 5, 2019 12:23 PM | Report Abuse

Seeing their activities, the buy back time later today can be interesting.


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 12:30 PM | Report Abuse

Gimme, gimme, gimme a man after midnight
Won't somebody help me chase the shadows away

Gimme, gimme, gimme a man after midnight
Take me through the darkness to the break of the day

as predicted, Small Shark is Losing


maxprofit2020
38 posts

Posted by maxprofit2020 > Dec 5, 2019 12:31 PM | Report Abuse

as expected, short selling down to 1.22 and start buy back activities. ppl panic sell will be regret when price move back by end of the day or with small surge next morning 9am. that's why a lot of contra players instead of buy low sell high, became buy high sell low within a day and making lose. there is one analysis stated that if an investor buy when market start & sell before market end, most likely will end with making lose in long run as the decision of buy & sell affected by emotion within the trading hours. while an investor buy before market close => hold overnight => sell when market start, most likely will end with making profit in long run.


stockraider
13528 posts

Posted by stockraider > Dec 5, 2019 12:31 PM |

Post removed. Why?


beinvested
838 posts

Posted by beinvested > Dec 5, 2019 12:44 PM | Report Abuse

Maxprofit2020, What you said is true. You have a point there.

I bought at RM1.23 just now, awaiting the short sellers to swallow it later at one go with eyes closed, RM1.25.


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 1:11 PM | Report Abuse

More, more, more
How do you like it, how do you like it
More, more, more
How do you like it, how do you like it
More, more, more
How do you like it, how do you like it

you want some more RM1.23?


dailyklse2010
195 posts

Posted by dailyklse2010 > Dec 5, 2019 1:14 PM | Report Abuse

Currently, JAKS is best choice for me which 67% of my portfolio & 25% hibiscs, 8% CIMB .

In future, will diversify some to insas, naim, hibiscs, perdana, lctitan, mashing & canone.
Is sad can't top up JAKS more due bank not allow.


FullTime
1057 posts

Posted by FullTime > Dec 5, 2019 1:38 PM | Report Abuse

i dont think anyone dare to short sell at the moment, it is big shark clearing their balance stock ticket, and each time the sold volume is quite high.


huahtai98
580 posts

Posted by huahtai98 > Dec 5, 2019 2:01 PM | Report Abuse

Big fish is buying and selling to itself to flush out all the weak holders and to make some contra gains at the same time.....just my guess...haha


FullTime
1057 posts

Posted by FullTime > Dec 5, 2019 2:12 PM | Report Abuse

Hope afternoon session , 1.20 can defend well.


KoonYewSiong67
278 posts

Posted by KoonYewSiong67 > Dec 5, 2019 3:14 PM | Report Abuse

hold strong....definitely going back


FullTime
1057 posts

Posted by FullTime > Dec 5, 2019 3:15 PM | Report Abuse

5th wave of correction ?


lsyiat
21 posts

Posted by lsyiat > Dec 5, 2019 3:20 PM | Report Abuse

wonder when it start fly


PN17player
625 posts

Posted by PN17player > Dec 5, 2019 3:24 PM | Report Abuse

those cursing gang will start to bad mouth .


DK66
2230 posts

Posted by DK66 > Dec 5, 2019 3:41 PM | Report Abuse

https://vietnamnet.vn/en/business/china-investment-in-vietnam-surges-amid-trade-war-592462.html

Among 60 cities and provinces having received FDI between January and November, Hanoi has attracted the largest portion of capital commitments with over US$6.82 billion, accounting for 21.5% of total commitments in the period.

Ho Chi Minh City came second with US$5.48 billion, followed by Binh Duong, Dong Nai, Bac Ninh.


OTB
6858 posts

Posted by OTB > Dec 5, 2019 4:33 PM | Report Abuse

"The big money is not in the buying and the selling, but in the waiting."
Charlie Munger quotes.
"Rome is not built in one day"

You want to win big, keep for a year is not too long.

I bought Carimin and Dayang, buy and hold to win big.
It is proven again and again.
Ignore the noise, sleep well and let money works for you even you are sleeping.
Thank you.


Suntory
1492 posts

Posted by Suntory > Dec 5, 2019 4:58 PM | Report Abuse

OTB very well said, give you a thumb up. cheers


dailyklse2010
195 posts

Posted by dailyklse2010 > Dec 5, 2019 5:08 PM | Report Abuse

high FDI against lack of electricity = Hai Duong Power plant will fully load in future ?
just dumb dumb hold to win big. Huat a~


SALAM
873 posts

Posted by SALAM > Dec 5, 2019 5:14 PM | Report Abuse

What happened to Lion Industry.....so cock sure last year..
Finally ???


Suntory
1492 posts

Posted by Suntory > Dec 5, 2019 5:39 PM | Report Abuse

@Salam, Last year matter not interested, can you tell JAKS next year is 0.50 or 2.60 ????


VIN3133
355 posts

Posted by VIN3133 > Dec 5, 2019 5:50 PM | Report Abuse

Dumb dumb hold !!
Patience pays !!


deMusangking
5118 posts

Posted by deMusangking > Dec 5, 2019 5:52 PM | Report Abuse

surelah!
you want to wet wet song song, u must Dumb dumb hold !!

haha


VIN3133
355 posts

Posted by VIN3133 > Dec 5, 2019 5:56 PM | Report Abuse

Abang Musang , u r absolutely correct !!
very very wet wet song song !!

hahaha


OTB
6858 posts

Posted by OTB > Dec 5, 2019 6:46 PM | Report Abuse

Posted by SALAM > Dec 5, 2019 5:14 PM | Report Abuse

What happened to Lion Industry.....so cock sure last year..
Finally ???

Ans :
There is no sure win in stock market.

Nobody is right all the time. You may appreciate the quote from Soros.

“It's not whether you're right or wrong, but how much money you make when you're right and how much you lose when you're wrong.” ― George Soros

Want to attack me.
Ok, no problem.
Ask yourself, do you lose money in 2018 ?
Ask yourself, how much you win in 2019 ?
What is your overall ROI in last 10 years ?
If you can beat me, show me your records.
I am willing to give you RM100,000 in cash if you can beat me.
Thank you.


OTB
6858 posts

Posted by OTB > Dec 5, 2019 6:49 PM | Report Abuse

Want to attack me all the times !!
Take it as a challenge, show me your records whether you are better than me.
I can lose to anyone, I will never lose to SALAM.

I can lose to anyone, I will never lose to SALAM ... I repeat ...


huahtai98
580 posts

Posted by huahtai98 > Dec 5, 2019 6:52 PM | Report Abuse

I expect the eps in the current year to be around 18 sen...increasing to 35 sen the following year and then to 45 sen the year after.
Long term mean eps should be around 11 to 12.5.
Just my 2 cents.
Any constructive comments?


huahtai98
580 posts

Posted by huahtai98 > Dec 5, 2019 6:53 PM | Report Abuse

Sorry.....Long term mean PE....rather


OTB
6858 posts

Posted by OTB > Dec 5, 2019 6:55 PM | Report Abuse

If I am not mistaken, CPECC will allow Jaks to buy 10% option after third year.
After third year, Jaks will own 40% of the power plant.
I remember this clause was mentioned in the meeting.
Thank you.


godcutwin
64 posts

Posted by godcutwin > Dec 5, 2019 6:56 PM | Report Abuse

fatt tatt la kam ci


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 7:05 PM | Report Abuse

the eps is determined by contract

sometimes the capacity payments may result in optimisation in that its better not to sell too much electricity or any electricity at all.

sell electricity ==> got maintenance and upkeep, extra staff etc etc

dun sell electricity ===> still get paid

I had run these optimisation studies before for my client with contract given to me to analyse.

need the exact figures from contract otherwise can be way off

we can still estimate without contract from Vietnamese normal

Posted by huahtai98 > Dec 5, 2019 6:52 PM | Report Abuse
I expect the eps in the current year to be around 18 sen...increasing to 35 sen the following year and then to 45 sen the year after.
Long term mean eps should be around 11 to 12.5.
Just my 2 cents.
Any constructive comments?


OTB
6858 posts

Posted by OTB > Dec 5, 2019 7:06 PM | Report Abuse

SALAM,
I agreed that I also made a lot of mistakes in the past especially in 2018.
In last 10 years, I made big profit in last 9 years.
In 2018, I made 42% loss.
FYI, I made 149% ROI in 2019 updated 29/11/2019.
2019 is a bear market.

No point, every time you also attack me.
If you are better than me, I respect you.
So far, you have not even recommend a good stock in I3.
Talk cock, you are very good.
Another tin kosong in this Jaks forum.


DK66
2230 posts

Posted by DK66 > Dec 5, 2019 7:07 PM | Report Abuse

OTB, I believe it is BEFORE instead of after the third year after COD.

-----------------------
OTB If I am not mistaken, CPECC will allow Jaks to buy 10% option after third year.
After third year, Jaks will own 40% of the power plant.
I remember this clause was mentioned in the meeting.
Thank you.
05/12/2019 6:55 PM


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 7:16 PM | Report Abuse

first 3 years higher profits

remember new car?

quite a lot of people sell car after 4 years to get out of maintenance charges.

same concept
=================

CPECC will allow Jaks to buy 10% option after third year.


DK66
2230 posts

Posted by DK66 > Dec 5, 2019 7:18 PM | Report Abuse

Coal power plant is a base load energy producer. It becomes more efficient operating at high load. It cannot produce "too much" electricity. It can only produce as much as maximum load. However, efficiency of the plant greatly impaired especially if asked to run at less than 60% PLF where HFO is required to supplement coal. This would mean higher cost per Kwh electricity produced thus less profit. Yes, sometimes it is better to shut down the plant completely.

---------------------------------
i3lurker the eps is determined by contract

sometimes the capacity payments may result in optimisation in that its better not to sell too much electricity or any electricity at all.

sell electricity ==> got maintenance and upkeep, extra staff etc etc

dun sell electricity ===> still get paid


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 7:26 PM | Report Abuse

its 60% PLF making coal having low capacity factors

US coal plants run around 53 to 61 % capacity only due to load factor as you said,

its shut down when not required resulting in low usage

Typical Coal-fired power plants capacity factors in UK
2007 46.7%
2008 45.0%
2009 38.5%
2010 40.2%
2011 40.8%
2012 56.9%
2013 58.1%
2014 50.7%
2015 44.0%
2016 21.2%
2017 17.3%


DK66
2230 posts

Posted by DK66 > Dec 5, 2019 7:27 PM | Report Abuse

i3lurker,

The option will lapse after third year from the COD

-------------------
i3lurker first 3 years higher profits

remember new car?

quite a lot of people sell car after 4 years to get out of maintenance charges.

same concept


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 7:34 PM | Report Abuse

before the end of the 3rd year right?

so can get 2 years or so of higher profits; naturally ALP smart feller of course


OTB
6858 posts

Posted by OTB > Dec 5, 2019 7:41 PM | Report Abuse

Posted by DK66 > Dec 5, 2019 7:07 PM | Report Abuse

OTB, I believe it is BEFORE instead of after the third year after COD.

Ans :
I believe DK66 is better than me, I wish to take his figure.
I delete my posting.
Thank you.


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 7:44 PM | Report Abuse

dk66

please let us know if the 48 sen EPS figures are affected by any new developments

can the plant do any further capacity enhancements or is the 1200MW already the maximum maximum?


DK66
2230 posts

Posted by DK66 > Dec 5, 2019 7:51 PM | Report Abuse

i3lurker,

"please let us know if the 48 sen EPS figures are affected by any new developments" - I don't quite understand. Are you referring to changes in tariff or law or something else ?

Yes, 1200MW is maximum. In fact, it will be less as there will be auxiliary power consumption by the plant itself ranging from 6 - 8%

-----------------------------
i3lurker dk66

please let us know if the 48 sen EPS figures are affected by any new developments

can the plant do any further capacity enhancements or is the 1200MW already the maximum maximum?


DK66
2230 posts

Posted by DK66 > Dec 5, 2019 8:02 PM | Report Abuse

yes, before the end of the 3rd year


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 8:03 PM | Report Abuse

I thought I read somewhere in your writings that the plant will contribute yearly 48 sen per share earnings to Jaks?

Yes I mean tariff or law, anything that affects it,
Is there something that could possibly affect it?

I assume that is calculated from USD right? so the 48 sen EPS per year is affected by forex?


OTB
6858 posts

Posted by OTB > Dec 5, 2019 8:09 PM | Report Abuse

If Jaks owns 40% of the power plant, the profit can be RM 500 million per year.
As long as the Malaysian operations do not lose big money, the EPS can be higher than 0.48.

Number of shares issued of Jaks is 643 million.
500 million profit (tax free), the EPS is 0.78.
Thank you.


i3lurker
1519 posts

Posted by i3lurker > Dec 5, 2019 8:16 PM | Report Abuse

so RM6.00 per share is very possible

so those that can afford to hold and wait
can sell their unproductive assets like stamp collection, barbie dolls, old cars, hi fi and sailang all in

:)


ramada
3834 posts

Posted by ramada > Dec 5, 2019 8:22 PM | Report Abuse

JRB is a potential multibagger stock. Just give it a try.


DK66
2230 posts

Posted by DK66 > Dec 5, 2019 8:25 PM | Report Abuse

The BOT contract provides protection against change of law, where the MOIT has to compensate the operator for negative impact. Alternatively, the operator may opt to exit and seek compensation from MOIT. This is guaranteed by the Vietnam government.

The capacity charge is based on the annual performance test which could affect capacity payment if test results are not satisfactory. The rates are fixed and will not be affected by the change in government tariff.

Energy charge is based on electricity demand and plant efficiency. Strong electricity demand leads to high PLF and in turn higher efficiency. Thus better profit. Fuel costs are pass thru thus profitability is only affected by efficiency not raw material costs. It is not affected by government tariff as well.

The power plant is guaranteed by the vietnam government against acts of human such as strike, civil wars etc. However, acts of god is subject to collaborative agreement.

All except local currency (VND) based expenses will be based and paid in USD. As maintenance costs will be majority denominated in RMB, weak USD/RMB will affect profit negatively and vice versa. As far as Jaks Resources is concerned, strong USD/RM will have positively effect as Jaks records the profit sharing in RM term.

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