dk

Now u say u asked......

dk u r very reckless

8000+ visits cannot b taken lightly

This is not insider infor

Aiyo DK55 team Andy allowed u to ask why didn't u ask?

Very reckless!!!!!

Oh shit

But u r always in contact wit OTB abt meeting team Andy

Sarifah is sure team Andy can answer u this if u ever asked....

DK u hv been reckless

DK

Answer these


SarifahSelinder DK66 

1Q: Do u know for 100% certainty the 12% IRR is project (100% equity IRR) or only the Equity IRR in 25:75 basis?

11/05/2020 1:18 PM

X

SarifahSelinder No based on peer comparison etc but directly from the horse mouth??

11/05/2020 1:21 PM

No based on peer comparison etc but directly from the horse mouth??

DK66

1Q: Do u know for 100% certainty the 12% IRR is project (100% equity IRR) or only the Equity IRR in 25:75 basis?

If u hv to ask then Sarifah is worried......

DK66

OMG now u hv a big ego now it is all abt u u u

DK66

Hv u verified any of the basic fundamentals in ur calculations n projections wit team Andy?

step aside u hv not a clue

aseng

Set aside u hv not a clue

Sslee

R u even awake?

Sslee

Tis one u r very wrong

Everyone knows the AGM

The idea to hv a meeting with team Andy is so that there is no need to speculate to guess anymore

DK66

U r allowed to verify n 8000+ visits think tat u hv verified cos u r smart tapi u tak verify pulak that is reckless on ur part

DK66

after meeting team Andy there shd no be anymore speculation as to what 12% IRR means it shd b confirmed upto the extent of no doubt whatsoever sbb that is very fundamental

DK66

Better u verify whatevers that r verifiable wit team Andy tat is whole purpose of meeting team Andy

Verify what 12% IRR means n other infor that r fundamental to ur calculations n projections

Expectation justified expectation of the 8000+ visits is tat u hv verified at least the basis of ur calculations n projections with team Andy sbb team Andy has not said they r going to not verify those basis for u save for those OSA item

i3lurke

Sudah la u DK66 ada first hand info from team Andy

DK66

When it comes to Vietnam IPP u hv an advantage over tat i3lurker sbb u ada met team Andy n stil getting updates from team Andy via OTB

Jadi u punya calculations n projections mesti more accurate

Kita semua kat sini place100% reliance on u DK66 cos u verified ur details wit team Andy

Kita caya u will not let us down

8000+ visits all trusting u

Return not determined by machine but by parameters set by EVN

So knowledge

So how much difference r u talking abt?

Sarifah stick to peer comparison wit Vinh Tan 1

Let's agree to disagree n wait it out

Boleh give a very gauge

Same machines

Emphasis is on MACHINES

Makna machines less variables unlike plantations

Less variables so comparable

Vihn Tan 1 is real results generated by machines almost similar machines mcm JAKS

JAKS is DK66 investment after attaining new level of investment sophistication after learning his lessons

x boleh hv a single counter portfolio? Doing well on single counter portfolio xda credential?

DK66 single share portfolio with only JAKS is doing very well by all measures

i3lurker

Reconcile Vinh Tan 1 actual results wit ur claims

??? Ada inconsistencies....


i3lurker sslee 

CIRCULAR 
METHOD OF DETERMINATION OF ELECTRICITY GENERATION COSTS, SEQUENCE OF INSPECTION OF POWER PURCHASE AGREEMENT (PPA) 

Main input factors used for calculation of average fixed price for thermal power plants (FC): 

..
e) Percentage of ownership capital and loan capital 

f is deleted 

g) Loan interests 


10/05/2020 12:44 PM

Klau kita kat sini diberitahu how much abt Hai Duong IPP has been disclosed to OTB bila meeting team Andy then tahu kita how much information PBB ada to make its assessment

Information to OTB = information to IB...

Maintained at constant is d 12% IRR not the Fixed Capacity Price



DK66 Extracted from Vietnam Government decree. 

Article 4. Method of determination of PPA price for thermal power plants 

PPA price of a thermal power plant in the base year (VND / kWh) is determined in the following formula: 

= P G + P B 

1. P G (VND / kWh) is the generation price of the base year and is determined by the following formula: 

P G = FC + FOMC b + VC b 

Inside: 

FC: Average fixed price is determined in accordance with Article 5 of this Circular (VND / kWh); 

FOMC b : Fixed price for operation and maintenance in the fundamental year is agreed upon by the two parties in accordance with Article 6 of this Circular (VND / kWh); 

VC b : Variable price The base year is determined in accordance with Article 7 of this Circular (VND / kWh). 

CLEARLY O&M COST IS INCLUDED IN PPA

10/05/2020 11:19 AM

Bukan ka

throughout... means keep revising throughout the life of the IPP

so tat the IRR is alway maintained at 12%

Otherwise ia kan bilang pre determined at d inception of the project

12% IRR is guaranteed by EVN and maintained throughout the economic life of the project



..... throughout the entire economic life of the project.


..... internal of return of the power plant project will not exceed a regulatory rate (i.e. 10% or 12% depends on each case).





Fixed Capacity Price is a fixed number which is pre-determined throughout the entire economic life of the project. Fixed Capacity Price is calculated so that the internal of return of the power plant project will not exceed a regulatory rate (i.e. 10% or 12% depends on each case).

10/05/2020 11:31 AM

i3lurker u cannot la

12% IRR

Klau take in debt d equity IRR % wil go thru d roof due power of leverage tapi there wil b a bit to give a way tapi stil very very good

Ok la let u go... bye

Experts always talk details provide data specify specifications...

i3lurker u r a fraud

Don't try to avoid jawap ni


SarifahSelinder i3lurker 

How do some IPP wit 12% IRR hit mid teens IRR? 

Insider mcm u must know

09/05/2020 6:23 PM

Tapi both punya project cost lebih kurang same ma

IPP mainly machine not so many variables

2 machines of d same kind produce almost identical products

i3lurker

How do some IPP wit 12% IRR hit mid teens IRR?

Insider mcm u must know

No.. both shd be SUBSTANTIALLY d same

More similarities thn differences

I3lurker oiiiiiiiiiiii i3lurker mana u 'yang?

i3lurker always ada jer overwhelming evidences... but...

DK66

Ya

Sarifah can fly tapi x boleh tunjuk la

Tapi Sarifah can fly tahu

i3lurker

the all things IPP knowing I3lurker (self claimed IPP expert wanna be)


SarifahSelinder i3lurker 

the all things IPP knowing i3lurker (self claimed) 

Some IPP wit EVN given 12% IRR somehow can capai mid teens IRR how do they do tat?

09/05/2020 5:09 PM

So u see speculation doesn't pay

Sarifah always hv profit kat JAKS


PureBULL ... All Great winning stocks = Ms U on KLSE fly from 

i. M 1 = Std 1 to Std 6, then stop for awhile for 
ii. M 3 = Std 6 to Form 6 n stop for awhile finally to 
iii. M 5 = Tertiary 

jaks always failed at Std 6. 


How did i know ? 
I CUT loss 2 times, at super FAST speed !





PureBULL ... All Great winning stocks = Ms U on KLSE fly from 

i. M 1 = Std 1 to Std 6, then stop for awhile for 
ii. M 3 = Std 6 to Form 6 n stop for awhile finally to 
iii. M 5 = Tertiary 

jaks always failed at Std 6. 

How did i know ? 
I CUT loss 2 times, at super FAST speed !

09/05/2020 5:17 PM

Ni bukan testing u haha