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so what about Jaks?
stockmanmy
Publish date: Mon, 10 Feb 2020, 05:37 PM
stockmanmy
0 76
Trade at your own risk. I am here only to vomit out my feelings
by OTB > Feb 10, 2020 10:33 AM | Report Abuse
I told Mr Andy Ang during my visit to Hai Duong power plant in Vietnam in 2017, I told him to sell away all lost money Malaysian operations to focus on this power plant only.
He promised to do it and focus on the power plant only.
Thank you.
==========
such arrogance as if only the great OTB can see it coming....well, whether u buy Jaks or not is your choice but here are the risks.........
1....30% stake in power plant...there will be equity profits but whether got dividends ( cash) or not is not within even Jaks control.
2....Your priority, Jaks priority may not be China's priority.
3...There are still terms for Jaks to fulfill to claim its 30% ownership, and whether Jaks has the money to fulfill its terms
4....technology changes....nowadays renewables on total cost basis is already cheaper than coal plants on marginal costs basis causing many coal plants in US to shut down
5...if coal plants are commercially noncompetitive vs renewables then its only the PPAs to protect Jaks ...and PPA depends on many things including the relationship between China and Vietnam......
6....so what happens if Jaks got equity profits but no cash flow? the bloated nature of Jaks can sustain meh?
7...and if Jaks got dividends, minority shareholders got dividends meh?
8.....there will be a period, no more EPCC profits and also no more profits from the plants yet.......share price can hold up or not ? Don't know yet.....
9.....not like me and Icon buying at 50 sen 12 months ago, this is now $ 1.40.............
10......for ethical reasons, most big funds have vowed to stay away from coal plants to protect the planet....If u want to make money by destroying the planet , that is your choice too.
11......Steven Ang comes from a family who are grandmaster in stock market....and good old idiotic OTB think he can teach Steven Ang stuffs............
12...Their CFO sold Jaks at 80 sen, their Bumi partner selling at $ 1.40 recently, OTB is happy to take over their shares...........lol...........
13....share market, its about attitude , not about intelligent or smart because no one has the intelligence to outsmart the future.
ps............
14............forgot to mention.....according to Public Bank calculations in 2017....the power plant will add NPV of 60 sen per share based on discounted cash flow over the period of the concession............can ask Public Bank about that...............hahahahaha......
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2 people like this. Showing 17 of 17 comments
OTB vs Koon, who will win?
https://klse.i3investor.com/blogs/koonyewyinblog/2020-02-09-story-h1483734882-JAKS_future_is_hopeless_Koon_Yew_Yin.jsp
2020-02-11 13:40
Old crook's backside kena fxxk 99 by ALP last round while never tell lie sifu refused to help to promote jaks to save his ass
Now never tell lie sifu makan lunch n goreng shares happily together with ALP...
If u were old crook how would u feel??
2020-02-11 13:55
Stockmanmy, You are making statements without facts and figures and without quoting examples . Talk is cheap. Such article is not convincing and of low standards.
2020-02-11 14:58
forgot to mention.....according to Public Bank calculations in 2017....the power plant will add NPV of 60 sen per share based on discounted cash flow over the period of the concession............can ask Public Bank about that...............hahahahaha......
2020-02-11 18:12
its simple
adjusted NTA = 40 sen
power pLant = 60 sen
Total = 1.00
Super Shark pump = 10.00
Grand Total = 11.00
sounds like .......
2020-02-11 18:19
super shark pump is called X factor............
so what is the X factor for Kpower and SCIB then?
2020-02-11 18:22
of course,
after the Super Shark Pump
you must be careful of the Super Investor Dump,
the chart will form a coffin and cover shape when it goes to 1.00
2020-02-12 00:07
Hahahaha qqq3,
I like the below formula better.
Hai Duong IPP - FCF NPV at 12% equity cost is RM 1.096 billion
value to Jaks @30% $ 329 million (or 75 sen share)
gains from EPC Contract US$ 91 million or $ 409.5 million
discounted value to Jaks $ 298 million (or 68 sen per share)
discounting a cash flow at 12% has factored in some risk elements.
The real gain is more than 75 sen and 68 sen respectively.
so, if you add current NTA $ 1.20 + .75 + .68 + X factor.,
the worth of the Company share is $ 2.63 plus X factor
correction
OF COURSE, NTA CAN ALSO BE REPLACED VALUE OF JAKS WITHOUT THE IPP + .75 + .68 + X factor.
14/01/2017 5:53 PM
Only further expand the formula to include + Y factor + Z factor + C factor
Y for “Sailang”, Z for margin finance and C for CEO factor.
2020-02-12 08:34
what can a trader do with Sendai?
pitiful, serba also Middle East
Sendai also Middle East...
2020-02-12 09:37
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sound logic..
2020-02-11 12:02