Just88

Just88 | Joined since 2019-03-24

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User Comments
Stock

2023-07-29 09:16 | Report Abuse

Why did DK had to come back after retirement ? Because I reported his oppressive behavior against opposing opinions to DK ! He wasn't happy because DK did not let him rule with iron fist. He thought he owns the house with 1400 members after DK had retired. People joined the house because of DK not Aseng ! Aseng and his cronies promoted hold and do nothing even after DK had laid out his exit plan after his sell call more than 2 years ago. Now cursing DK for his losses after his removal. Now everyone, except a few of his cronies, in the group is happy with DK's decision. Why is Aseng making enemy everywhere ? He can't get alone with anyone not agreeing with him, not even DK! DK made another warning call on Jaks exclusively to his group and I supported the call and cautioned everyone but that antagonised Aseng and I was removed. DK had a long history in this forum. Who will believe Aseng's story ?

Stock

2023-07-29 00:19 | Report Abuse

Haha, 88surewin88 is a new ID created yesterday. Someone hiding behind a new ID pretending to give support.

Stock

2023-07-28 23:28 | Report Abuse

I thought you guys should know this Aseng. When he likes you, you are his angel. When he hates you, you are worst than demon. DK did not ill treated him, DK removed him as he used his admin power given by DK to oppress opposing opinions. DK corrected him but he wasn't happy and started cursing DK and hence removed from the group. Then he started telling lies here. Do you want to join his group? Only if you are obedient. His followers suffered huge losses as he kept telling them to do nothing. Is he capable ? He didn't write a single article about Jaks. He can only tell sweet story to keep you holding Jaks.

Stock

2023-07-28 16:26 | Report Abuse

Lol, Aseng has no true friends. None of his so called friends leave the group to show support for him.

Stock

2023-07-27 19:30 | Report Abuse

DK added me back to the group !

Stock

2023-07-27 09:40 | Report Abuse

"The plan to procure a fleet of Build-Operate-Transfer projects goes on with small acceptable delays, foreign investors are satisfied by the 12% internal rate of return allowed in their Power Purchase Agreements". The author cited Circular 56/2014/TT-BCT on method of determination of electricity generation costs, sequence of inspection of power purchase agreement (PPA). 50 (Ministry of Industry and Trade, 2014) as source of reference.

Stock

2023-07-27 09:39 | Report Abuse

haha, IR said internal projection of equity IRR. What is Internal projection ?

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Stock

2023-07-27 09:34 | Report Abuse

JHDP is more than 30MW

Stock

2023-07-27 09:27 | Report Abuse

Didn't you receive this email from DK ?

Stock

2023-07-27 09:24 | Report Abuse

Another article by Minh Ha-Duong. Three scenarios for coal power in Vietnam. 2019. chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://shs.hal.science/halshs-02263898v2/document stated that :

"The plan to procure a fleet of Build-Operate-Transfer projects goes on with small acceptable delays, foreign investors are satisfied by the 12% internal rate of return allowed in their Power Purchase Agreements". The author cited Circular 56/2014/TT-BCT on method of determination of electricity generation costs, sequence of inspection of power purchase agreement (PPA). 50 (Ministry of Industry and Trade, 2014) as source of reference.

Stock

2023-07-27 09:17 | Report Abuse

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/http://vepg.vn/wp-content/uploads/2019/10/373_QD_EVN_PPA_EN.pdf

The interpretation in Section 5 POWER PRICE NEGOTIATION AND PPA stated;

2. For small hydropower projects and other traditional energy projects:

For power plant projects with total installed capacity of at least 30MW, the power plants with installed capacity of less than 30MW voluntarily take part in the market, except for multitarget strategic hydropower plants, independent power plants invested in Build – Operate – Transfer (BOT) form and power plants using new renewable energy (wind, geothermal, tide and biomass), other power plants (when no private mechanism stipulated by Ministry of Industry and Trade, follow the regulations in Circular No. 56): Follow the regulations in Circular No. 56.

JHDP is regulated by circular 56

Stock

2023-07-27 00:02 | Report Abuse

Haha, I asked DK about the max IRR for JHDP and DK told me that I was right to say that the IRR cannot be more than 12%. Hence, capacity payments must be declining over the concession period. I was right, so how ?

Stock

2023-07-26 12:52 | Report Abuse

I told DK some very good reasons why he should close the group. So you should quickly write to DK with very good reasons why he shouldn't before he make his decision.

Stock

2023-07-26 12:35 | Report Abuse

He has done so much for his group for so long, now it is time for him to do what is best for himself.

Stock

2023-07-26 12:33 | Report Abuse

You are right, DK is not irrational. He knows what is in his best interest to do.

Stock

2023-07-26 12:32 | Report Abuse

DK is not GOD. He has feeling. You better write a long letter to explain to him not me.

Stock

2023-07-26 12:22 | Report Abuse

I am helping DK to see through the real Aseng !

Stock

2023-07-26 12:18 | Report Abuse

Still remember the above statement from you ?? DK did not say that his peer comparison article is unreliable. Even Sslee said DK was right on his profit estimation. No other people get such a close estimation. Profit is different from cash flow. Even with shorter loan tenure, the annual profit will not be affected. It only affects cash flow. You think DK appreciates this ?

Stock

2023-07-26 12:17 | Report Abuse

Iamxuewen
have you read DK most reliable valuation methodolgi . the peer comparative valuation . here we do not need much mangement guidance . what happen then ? UNREALIABLE !!!!!!!

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2023-07-26 12:11 | Report Abuse

Wait for DK to investigate the chat history. His action will tell whose side he is. Keep telling lie here won't do you good. DK is probably reading here also.

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2023-07-26 10:11 | Report Abuse

Now DK's group is manipulated and controlled by a few to serve their own interests. Should this be allowed to continue, DK ?

Stock

2023-07-26 10:03 | Report Abuse

I shared an email reply from DK to the group on the foreseeable liquidity problems but some members want me not to share to the public forum because they are not ready to cut loss.

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2023-07-26 09:56 | Report Abuse

Many members have left the group since DK retired from the group. Now that DK has sold Jaks completely because he predicted liquidity problems but members in the group are still told to hold and do nothing and continued to suffer more losses. My opposing view is not welcomed by a very small group of active members and was labelled as spreading fear. I was forced to apologize and I refused. So, i was removed.

Stock

2023-07-25 17:05 | Report Abuse

These are more reasons why DK should have closed the group much earlier.

Posted by valueinvestor33 > 7 hours ago | Report Abuse

Just stay away from the group as you and the creator of the group has got nothing with Jaks anymore. Both of you are no longer relevant and all your comments are not welcomed by the members.


valueinvestor33

139 posts

Posted by valueinvestor33 > 7 hours ago | Report Abuse

Retired means retired. Door closed, barking or making noises here and there does not really gain you any anything. 🤣

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2023-07-25 16:58 | Report Abuse

Asengkianjoo

close the group just because you are kicked out ?
------------------- Of course NOT. You don't want to know the reasons and I won't tell you.

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2023-07-25 16:41 | Report Abuse

I asked sarifah to leave the group if she does not trust DK anymore. No provocation. Those who don't trust DK should leave.

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2023-07-25 16:38 | Report Abuse

You said DK's articles not reliable and his assumptions and calculations all wrong and now you are following your own instinct. You set new house rules. People Joined the group because of DK not you. Do you think DK will allow you to rule his house ?

Stock

2023-07-25 16:12 | Report Abuse

Asengkianjoo

If you treasure the group as a platform of freely sharing of opinions but not fear mongering with unverified facts classified as confidential you would not have behavr like a mad dog here..how many times I had warn you not to non stop sharing you own speculation of the irr. how much l, a hot tempered person like aseng had exercised his maximum tolerance. Did you take heed. But demand the group to be close if not believe you. What the purpose you come to the public to do damage to the group ?.with the obvious ill behavior , there are thousand of reasonsand evidend to prove you had violate the rules of the group.SHOULD BE REMOVED --------------Don't lie here, how can I threaten a person with admin power to believe me or else close the group? I will not beg to be readmitted. I leave it to DK to decide my fate. Don't blame me if DK decides to close the group. DK asked me to exercise restrain while he reviews the chat history so I stop here.

Stock

2023-07-25 08:54 | Report Abuse

I have written to DK and explained to him why he should close the group in the interest of everyone including himself.

Stock

2023-07-24 20:56 | Report Abuse

I know you are a coward, creating another ID to spy in the private group.

Stock

2023-07-24 20:44 | Report Abuse

After my removal, who else will dare to speak against Aseng in DK's group ?

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2023-07-24 20:22 | Report Abuse

I was removed from DK private group by Aseng as DK has retired long ago. Because I agreed with Gotyou article that the capacity charge is declining using max 12% IRR in PPA negotiation as arguments. Jaks IR confirmed that the capacity charge is actually declining but said that based on INTERNAL projections, the equity IRR is still above 12%. The regulations does not allow OFFICIAL project IRR to be more than 12% during PPA negotiation. That does not mean that Jaks cannot achieve project IRR above 12% due to cost savings or higher production of electricity. I have done nothing wrong. DK allows all opinions as long as they are supported by credible arguments whether right or wrong. Is my removal fair to those silent members who can only hear one sided opinion now? I demand an apology and immediate reinstatement of my membership so that I can continue to share freely. Otherwise, I will report to DK on this unfair treatment and cyber bully. Seriously, I will recommend DK to shut down the group to protect the less informed members from one sided brainwash.

News & Blogs

2023-07-24 16:10 | Report Abuse

Anyone approached the investor relation on whether the capacity charges are declining over the concession period?

News & Blogs

2023-07-24 16:08 | Report Abuse

Wow, this article is NO.1 on the top article list.

News & Blogs

2023-07-24 15:58 | Report Abuse

But longer term loan increases the risks for the bankers. That is probably why the JHDP loan itself only 10 years tenure.

News & Blogs

2023-07-24 15:51 | Report Abuse

soon9913, the longer the repayment period, the more interest you have to pay.

News & Blogs

2023-07-24 15:45 | Report Abuse

soon9913, majority of the power plant profit is contributed by the capacity charge payments. Therefore higher or lower electricity production from the power plant will have marginal impact on the bottom line.

News & Blogs

2023-07-20 19:53 | Report Abuse

Gotyou, some people are doubting the information provided by the unknown individual. Why are you so confident that the information provided to you is genuine?

Stock

2023-07-19 23:24 | Report Abuse

This article implies that revenue of JHDP will drop by 50% after 12 years and 67% towards the end of the 25 years concession period.

https://klse.i3investor.com/web/blog/detail/gotyou/2023-07-19-story-h-245593807-SORRY_I_MADE_A_BIG_MISTAKE_ON_JAKS_RESOURCES_CASH_FLOW_PROJECTION

News & Blogs

2023-07-19 22:04 | Report Abuse

Yes, sharing is caring. Thank you for this very important information.

News & Blogs

2023-07-16 17:02 | Report Abuse

Gotyou, you have not considered the 24% corporate tax on foreign source income upon remittance into Malaysia.

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2023-06-29 19:31 | Report Abuse

highly unlikely to be delisted

Stock

2023-06-29 13:12 | Report Abuse

The 10 years loan tenure was first noticed by DK and later confirmed by the management.

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2023-06-29 12:29 | Report Abuse

sslee, management has confirmed 10 yrs tenure for its jhdp loan.

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2023-06-29 09:59 | Report Abuse

Fact findings are important regardless of price level. DK discovered that the loan tenure for JHDP is 10 years instead of the maximum 18 years approved by the Vietnam government. Jaks management was pressed to clarify the tenure of jhdp loan during the AGM. DK's discovery allows more accurate prediction of jaks future cash flows by to the investors.

Stock

2023-06-29 01:06 | Report Abuse

Speak for yourself. You don't represent the majority of the members. DK is still well respected. Most, if not all, members still welcome DK's writeup whether positive or not. If you don't want to hear from DK, why don't you leave like Sarifah?