no. only a reasonable amount to test my business insight

History can not be changed but future can be created .we are not the same .I bet for the future while you are still talking about the History. Wawasan 2030 can not be the same as wawasan 2020.we are not the same

I dare to be different because I believe my own business intuition than the history

In share trading 90% of the investors are loser. So if we want to make big money , then we must dare to be different with a good reason . No many can understand , that is why not many have significant result .just talk on paper is no use , show me your courage .

tell you honestly , today 19cent close is also a surprise and unexpetation to many people here

why know less is better than know more ? when you read gotyou calculation , you know more , then you panic sell at a huge loss . but if you know less , you only know Jaks won't go bankrupt with its guaranteed 200M inome , you wii benefit when others are panic . but very unlucky . there is no panic sell when gotyou published his RI report . what is the indication ? market is not your obdient son . when you see it a threat , there are people who see it an opportunity . then who is the winner ? the one who never try to prove himself right in the market . are you the one who never think you can be wrong or still not at the level to see you can be wrong ?

simple is good. know less is better than to know more . since we are not ALP . we can not read his mind . but we know he is very pandai to get BOT project in Vietnam . or you think you are more pandai ? then help UNICEF to get my reward . 500 or 1000? of course , unicef wants 1000

undertand my logic ? need an explanation ? when there is no shut down , then no point to talk about it . when there is a shut down , then Jaks is cash rich

shut down is good . I support the shut down . I love the earth . if there is a shut down by Vietnamese order, then there is a compensation . UNICEF will receive my RM1000 earlier

this counter is not an easy play if you do not vave a lion heart

why not we have competition , if I enter now and I can not make a 100% within 1 year from now(18.07.2023) then I donate RM500 to unicef. if I can , then I donate RM1000. anyone wish to join the competition ? if you can ,then donate RM1000. if not , then RM500. show me your courage and confidence NOT just talk

my intuition told me , now Jaks is trading at 0.19 with a consistent earning of more than 200M . it is worth to act differently or ask yourself a question , do you have a better opportunity to make a 100% elsewhere at the current price

if you dare to fail, then you are dare to be different with a good reason

what we can know about Jaks , already made known . what we can not know , nobody know But evryone know , when TA and FA can not help , then it is time to use you own intuition .

Gotyou will ignore you . Because what you said will make a qualified accountant lose his job

soon9913

im new la. i joined in year 2023 Jun ................ then Ma Yun will slap you

Not a right thinking logical mind will believe a company with a earning potential of consistent income of over RM200 will go bankrupt. If jaks won't go bankrupt, the negative cash is just a normal business operation process. common sense is NOT true knowledge. Big money is made in the waiting and belong to those who has the courage to act differently and the wisdom to see the gold in the trash .

Give an example. Which company has its audited NTA impaired 90% . I have not seen it before . You certainly had . If not it is very irresponsible and misleading

Jaks cash squeeze is a well know fact . But it doesn't mean ots net worth is negative . At the current price it is trading at more than 80 % discount of its audited NTA , have we not a slightest thought that the value of the buy call has emerged.

Asengkianjoo

Well done gotyou . What we want is a fair and unbiased view . A reasonable deduction is not always not always necessary a right deduction . You recent RI deduction is a good example . Dk indepth calculation is another . So a responsible writer never like to guess when the dividend will be paid out because it is itself already a biased view

Sslee

By all means, Jaks can refinance its borrowings or carry out fund raising exercises through private placements/ rights issues to address its cash flow deficiencies.

Only after 2030 the dividend from JHDP should be able to pay off the borrowing in X years. So no cash dividend for the next xx years

Gotyou

The sole purpose of this article is to demonstrate by rough estimation that Jaks maybe facing tight cash flow over the next few year mainly because of the short 10 years tenure of JHDP loan. As a big portion of the distributable cash in JHDP will be utilised for repayment of borrowings thus resulting in much less amount for dividend distribution. Nonetheless, this article does not assume that Jaks will default on its loan repayments. By all means, Jaks can refinance its borrowings or carry out fund raising exercises through private placements/ rights issues to address its cash flow deficiencies.

Well done gotyou . What we want is a fair and unbiased view . A reasonable deduction is not always not always necessary a right deduction . You recent RI deduction is a good example . Dk indepth calculation is another . So a responsible writer never like to guess when the dividend will be paid out because it is itself already a biased view .

Yes. Thank you for the clarification. You had made your analysis more reliable now .

Jaks cash squeeze is well know fact like duck can swim .but it doesn't mean its net worth is negative. An over emphasis on the well known fact is not necessary and will turn misleading especially at current price , an almost a 80 %below its audited NTA. In my opinion , jaks has a strong recurring income , the loan repayment and business activities can possibly restructured anytime and initiate a price reversal like cypark. So, Your good intention can anytime turn a damage to those who has a weak heart and make a panic non rational trading decision .

If I were you, at the current price of 0.18, I will not present my calculation. Most probably I will be proven wrong for the truth I tell. Be wise not smart

Any calculation without the sufficient management guidance is liable to serious variation. Dk calculation was proven incorrect . Your speculation of RI is also proven incorrect . Do not forget narket is full of unexpectation and surprises. You good intention may turn misleading and creates big damages to those who follow your calculation blindly . Cypark price reversal is a good example of what surprises and unexpectation I am talking about . Why I am so positive at the current price if 0.18 ? 1. Power plant has value 2. Evolve mall has value 3. Pacific Tower has value 4. Solar plant has value . Any of these can create good new to iniate a price reversal like cypark . Why is it not possible a Singapore big boy to express his intention to acquire the mall , why it is not possible jaks will restructure its business . These are the surprises no power and logical calculation can cover sufficiently.

What happen to your study last night
I see this you come back with a fart again following the bedside of Sslee.
Hahaha... fake sifu


firehawk

@Thanks Ss, study tonight, dinner first :-)

16 hours ago

The power plant is real
The cash generated is real
Distribution of profit is just a matter of time
When the dividend is received
Jaks is cash rich
Cash flow problem is a history
I believe my version of the story is more convincing than your wild guessing

I initially want to bring up this matter for fruitful intelectual discourse, but now with such attitude and response present . i had decided not to

hahaha.....
do you know why the share price can not perform ?
is it because of the many fund raising or BOD integrity ?
if you limit your reason just to this level , then you are doomed to fail

Sslee can't provide you any new stories other than the many fundraising PP and the BOD integrity . before he open his moulth, anyone who are here long enough know what he is going to say

".....6. The answer was barely diplomatic, the div payment is solely depends on the Chinese discretion, including the timing." Which part of the JV agreement said so. No wonder your father want to slap you . Fake sifu

Sslee dare not answer your question because he know as good as me what you said is untrue and biased. That is why he provide you the link not talk your own stories

If all our demands are met , there is no hardship in life .

you are saying something which is near impossible for a retailer like you and me

Shares investment is a game of probability. No one should claim he is is sure right or sure wrong.
Now Jaks share price is at it rock bottom. We do not need a rocket science to tell us it is a good buy with limited downside .moreover the strong points to bet are still valid. What Sslee said just a cut and paste of an old which we know better than him

My next buy point is the local business recovery . It won't take a long time since the property is located in the prime area of PJ. I am willing to wait and if you read my post earlier our valuation had included a 5 years loss provision starting 2022. I still believe at the end of the day I can not be a lover.

That is my buy point

Hahaha...
When I want you to play with me , you dare not say no
For your good behaviour,
I tell you honestly, you comment are rubbish . Just your own imagination . No a fact .
You always follow other backside to fart . Why can't you have an idea of your own .

Come play with me
I have more stories to share with you.
I promised, this time I will not delete

Hahaha...
My good son

Look at mirror , how many times you had repeated your dissatisfaction about my comment about you that I had deleted. I also can remember , if I can remember I will put it back. Are you happy if I do so

There is a limt for me tolerate your rubbish. If you enjoy rubbish , I don't mind to play with you

If you are his good son, keep inviting here to view you rubbish content .

Firehawk,
Your father will slap you

Sslee,
No one forbid you to share your 2 cent . I believe any right thinking and unbiased reader here will disagree if you focus your talk on Aseng .whether it is good or bad

Yes , about jaks not Aseng

Yes, I see in this forum we can only talk bad about jaks not the good and your believe it is still good. I believe Sslee and Ks55 are sincer to share with us some words of caution. But not firehawk, once you ever prove him fake ,he has no end to talk rubbish about you. That is the only thing he is interested here.
His father has already asked to stop talking about me but he just can't calm his own ego once it is hurt.

I am still holding my portion of Jaks
i strongly believe at the end of the day ,I can not be a loser
because the reasons to buy and wait are still valid
the catalyst to boost up the price is still there
new comers may refer to my older posts to see the reason and the catalyst i am talking about
regarding the TP of 1.5 I mentioned earlier, it is derived from DCF methology based on the assumption of the cash flow of generated by VinnTah which is operating a similar type and similar capicity of power plant in Vietnam. for a business model of predictable income this is the most reliable valuation. since there are assumption so there is no guarantee of accuracy . is it reasonable or not reasonable is not based on your own guts feeling, but how far you know about the standard accounting pratice and your knowledge of the business . in short , it is no different from those value provided by the IB that can be revised up or revised down later. so do not waste your time to argue whether it is realistic or not realistic , other than the fake-sifu who can see into the future , noone can provide you the answer . but after 1 year of actual operation . I am more confident that i can not be wrong .

Then stop all provocations and personal attacks.
If not , your father will command you to shut up.