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Why all your copy and paste theories cannot be proven?

Want to challenge again?

Berani kerana benar or Takut kerana salah?

Prove me is Loganathanrhb

Prove me lost in Pmcorp

Easy peasy challenge.. Not even testing your TA and FA.. just testing your IQ 😁😁

Loser vanish from i3 forever

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Malaysians can go Israel for religious purposes. Just get a special permit

Not allowed is just generalization.

Posted by BobAxelrod33 > 9 minutes ago | Report Abuse

Please check your own Malaysian Passport.......HOLDER MAY TRAVEL TO ANY COUNTRIES, EXCEPT ISRAEL

Haha... Israel still considered a country of its own..

How about Philippines?

Israel

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China will 100% exit Coal business in Vietnam eventually

It’s long time coming.. can wait

Immediate concern is 12% reduction in tariff rate

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From Vietnam:

https://e.vnexpress.net/news/business/economy/vietnam-lacks-a-million-tons-of-coal-for-power-production-4616971.html

There was an acute coal shortage for June and July 2023. Thermal plant unable to run at full efficiency. JAK QR closes end Sept 2023.

Less coal = less revenue = less share of profit in JV

Hope they miraculously found coal source at Hai Duong Plant during July and started digging 😁

Jaks power generation business is price controlled by Vietnamese authorities.

Coal price and tariff fixed. Only variable is operating cost.

I see only tax rate being the difference but quantum of profit rate cannot be 32% vs 5-8%

Possible Vietnamese give cheaper coal or higher tariff to Jaks? 😁

Very Highly, Most probably unsustainable accrued expenses. Would like to see when its all added back into P&L

Posted by Bruce_Wayne > 10 minutes ago | Report Abuse

A 12% cut in pricing at same output will lead to a 12% drop in revenue

Net profit will drop more than 12%

Comparable plants in Vietnam are reporting only 5%-8% margins

All of them will swing into losses together with EVN

As a result of tariff cut and increasing interest costs, the real accounts for Jaks will probably show losses in 2024

---

Jaks is reporting total earnings of around USD120M for the entire power plant in Vietnam. That margin will be about 32% of sales. Comparable plants in Vietnam are reporting only 5%-8% margins.

Quang Ninh Thermal Power JSC _____ USD444.23M _____ USD32.84M
PVPower NT2 ________________________ USD374.68M _____ USD31.09M
PECC2 ________________________________ USD56.38M ______ USD3.27M
Pha Lai Thermal Power JSC __________ USD218.13M _____ USD15.89M

With a 12% drop in earnings from Jaks Vietnam plant... That impact is BIG on a cash deficient company like JAKS.

Loan amount fixed, interest fixed.. both in USD

PP/RI/ Strip/ Free Buffet are all irrelevant.

Below does.

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/

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/

This is stuff suitable for Mission Impossible movie franchise...

No way.. I repeat zero chance... Backdoor listing for MAS using AAX? How in the planet Earth is this possible

Maybe Tony will court Khazanah to do a backdoor listing for MAS using AAX. This will jack-up the value of AAX further before move to the stage of getting CapA into the picture.

It is also a good time for Khazanah to unload their responsibility holding MAS forever.

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I know.. Just posted so the silent majority readers that are investors are reading my post and compare to his post

😂😂😂😂

I never cared for what he posts ... let reader decide

Can u check Mabel what gender?

Posted by xskyriver > 1 minute ago | Report Abuse

I can provide whatever proof you guys need.
Proof service provider.

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Apa and Ama hold...

Posted by StingRay > 9 minutes ago | Report Abuse

Then who would hold the shares when shark want to exit?

Sale of SapuraOmV is not finalized. Bidding stage now.

Then EGM stage for both OMV and Sapura

Timeline at least 6-12 months

All these while, interest expenses doesn’t stop.

Debt will keep piling up

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Right.. from start bidding till we get circular.. maybe 1 year or slightly more.

The shareholders circular has valuation report, analysis etc etc

Once deal is confirmed.. you will get a shareholders report and EGM date.

Genting 1.22B usd sale, I think around I got 75pages document.

In summary from the article... Long Long road ahead. 7 pot cover, not enough to cover 10 pots.. Unless Tony find an apom expert or maybe 2

https://theedgemalaysia.com/node/687067

Hope that ConMabel that keeps averaging down dont choke when he sees this article.

Suay Star strikes again..

Definitely white shirt.. Tony is vain and prefer white to match his increasingly grey hair

Wave or Throw.... Picture is not right if wave.. Waving a white shirt will need make-up, strobing lights and Macarena music background..

So I pick throw

Serba also not delisted since Aug... almost 2 months

Slow turtle Bursa

Let everyone wait long long

Alternatively... Tony shows he has given up... no white towel.. so he threw shirt and appear topless

🤣🤣🤣

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Actually easy..

Change BURSA rules to accommodate AAX and CapA

Then we are can say Malaysia really Boleh!!!

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Actually Najib made a blunder..

All oil and gas in Malaysia is exclusively owned by Petronas and acts as sole regulator.

Anyone else is operator

Hahahahaha... Never going to deny your creativity