Keyword through the roof? and loganathan is my aka??

What a Joke? U never worked in management position right? Dont even know common sentences used.

How about Profit through the roof? Gearing through the roof? 🤣🤣🤣

What a filmsy excuse

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Since explosive findings last week, it’s best to summarize as below

1) Jaks Vietnam power plant - VN government announced new power tariff for 2023 and 2024. Tariff reduced 12%
2) Listed Powerplants in VN reported big drop in profit and some even losses for their current QR. Brace for a rough Jaks Q3
3) VN just announced phasing out coal and LNG plant by 2030. Coal is not the future. Why Jaks is raising money to buy extra 10% of the plant? Think deeply

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I have to admit. I’m jealous of Jaks ability to raise so much funds from shareholders and yet cannot have positive cash flow

More jealousy on future of Jaks listed below

Since explosive findings last week, it’s best to summarize as below

1) Jaks Vietnam power plant - VN government announced new power tariff for 2023 and 2024. Tariff reduced 12%
2) Listed Powerplants in VN reported big drop in profit and some even losses for their current QR. Brace for a rough Jaks Q3
3) VN just announced phasing out coal and LNG plant by 2030. Coal is not the future. Why Jaks is raising money to buy extra 10% of the plant? Think deeply

PS: I’m here to prevent carnage for other people.. u.. I don’t mind

😂

Since explosive findings last week, it’s best to summarize as below

1) Jaks Vietnam power plant - VN government announced new power tariff for 2023 and 2024. Tariff reduced 12%
2) Listed Powerplants in VN reported big drop in profit and some even losses for their current QR. Brace for a rough Jaks Q3
3) VN just announced phasing out coal and LNG plant by 2030. Coal is not the future. Why Jaks is raising money to buy extra 10% of the plant? Think deeply

Post removed.Why?

Loan is in usd

Power Tariff in Dong

Tariff reduced by 12%

Revenue in June and July reduced due to shortage of coal

Profit reported but massive negative cash flow

All your points rebutted

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Solar power now?

How to pay off debts ?

Point is : 12% reduction in Vietnam power tariff

Don’t have to be so desperate and change direction.

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Coal is not the future

Means Jaks plant also not the future

Can explain why Jaks will raise capital to buy extra 10%?

When investors look at TA and FA, it’s for company with no big changes

With Jaks losing 12% of shared profit in the immediate future, TA still applicable?

🤣🤣

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Raising cash from Shareholders is what Jaks does best..

Not necessary 100% used for earmarked project. Money can be used elsewhere.

If money raised from Bank borrowings... then different. Unfortunately, JAKS has no access to bank funding.

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Investing is all about information.

12% reduction on tariff rate is a BIG impact for Jaks that rely solely on VN plant.

Latest update on Jaks Hai Duong Plant

In October 2023, Price for all coal plant power generated will be reduced from maximum (2022 price frame is 1.773,76/kWh) to new tariff rate ( 0 - 1.559,7 VND/kWh)

Earnings for Jaks will be reduced from Vietnam by 12% due to revised new power tariff.
Currency impact ( Paid in VN and Loan in USD) as disclosed by Bruce Wayne..

This time is really Mati Kudasai

https://vietnamenergy.vn/approving-the-coal-price-framework-electricity-generation-prices-from-the-coal-power-and-hpps-in-2023-31595.html

https://www.vietnam.vn/en/dien-than-cao-nhat-la-1-559-dong-kwh/

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Possible.. Definitely

When debt is resolved.. After Extension.. Bla Bla Bla... Next year

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Many stock investors are not i3 readers.

Many are not aware of latest tariff update from Vietnam. Maybe or not, local media will pick up on this news which I doubt so.

Investing is all about information.

12% reduction on tariff rate is a BIG impact for Jaks that rely solely on VN plant.

Latest update on Jaks Hai Duong Plant

In October 2023, Price for all coal plant power generated will be reduced from maximum (2022 price frame is 1.773,76/kWh) to new tariff rate ( 0 - 1.559,7 VND/kWh)

Earnings for Jaks will be reduced from Vietnam by 12% due to revised new power tariff.
Currency impact ( Paid in VN and Loan in USD) as disclosed by Bruce Wayne..

This time is really Mati Kudasai

https://vietnamenergy.vn/approving-the-coal-price-framework-electricity-generation-prices-from-the-coal-power-and-hpps-in-2023-31595.html

https://www.vietnam.vn/en/dien-than-cao-nhat-la-1-559-dong-kwh/

That is before VN government announced new lower tariff rate..

This super low ROE is not even possible going ahead..

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 14 minutes ago | Report Abuse

ROE 3.81%

Its his business.. not public..

Sendiri Kong Sendiri Song... Who can rebel?

Posted by Sslee > 15 minutes ago | Report Abuse

So what has Ang Lam Poah acheived to rightfully earned a salary n Bonus of RM 1,980,000

CEO Ang Lam Poah :
Salary n Bonus = RM 1,980,000 . EPF & Sosco = RM 235,002 . Allowances = RM 36,700 . Other Emoluments = RM 7,700,000 .
Total = RM 9,951,702 .

By the way those millions in impairment lose in goodwill and receivables are ALP unofficial extra incomes.

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To Jaks current investors and would be.

Breaking news for you

1) Revenue from Vietnam plant reduced from now onwards. Tariff rate has been reduced 12%
2) VN will be phasing out coal powered plant
3) China will eventually pull out from VN.
4) Jaks plant in VN is projected to report lower revenue for Q3

Food for thought

U should be here.. It was Gunfight at OK Corral.

Wyatt Earp + Doc Holliday vs Clinton gang

😂😂

Debt not resolved, it will be pointless to wait.

Multiple debts instruments are all tied up together.

Debt resolved, then up. Until then, it will be range bound.

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🤣🤣🤣🤣

Early dream....

I

U posted 9c...

Now 5c?

😁😁

And ConMabel just reloaded at 88c, possibly more.....

Is that also Karma?

i3lurker

Its Karma time for CapA now.
Bank Negara does not issue refunds for RM drop after you buy RM.
likely CapA forex loss will exceed RM2 Billion soon.

Hahaha.. so many Dong Fang Bu Bai here....

I remember that id.. Steady PunPipi

Brash, arrogant.. challenges every Rela member posting in Serba thread... Probably left stock investment. His damage is too high. Many were caught.

Punpipi is brother in arms with Mabel.... Punpipi is late comer, Mabel was longer in Serba thread if I remember correctly.

Posted by Bruce_Wayne > 4 hours ago | Report Abuse

Diary of Conpipi

Postings by Steady Punpipi
https://klse.i3investor.com/web/cube/profile/1644999172450545

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