https://mp.weixin.qq.com/s/bk3MJAv6JFNHoyX4RNBNIg

截至2023年3月31日24时，海阳公司3月份完成发电量 86843.41万千瓦时，同比增长 107.97%，完成越南电网月度计划的 108.07%，超发6491万千瓦时，再次刷新了2020 年投产以来单月发电量历史最高纪录。

经过2022年一年的努力，海阳公司狠抓缺陷治理，提升机组性能，通过B修、C修、技改，一直困扰机组稳定运行的锅炉返料腿泄漏、给煤机堵煤问题得到彻底治理，为安全稳定长周期运行打下了坚实的基础。2023年是海阳公司“精细化管理年”，公司将继续查漏补缺，补齐短板，对标国内先进同类型电厂管理方式及管理指标，旨在实现从稳定运行到经济运行、从规范管理向精细化管理的跃升，全力多发抢发，力争超额完成年度生产经营指标。

https://mp.weixin.qq.com/s/bk3MJAv6JFNHoyX4RNBNIg

https://mp.weixin.qq.com/s/bk3MJAv6JFNHoyX4RNBNIg

The LTIP options will be worthless to the ALP and the employees if the share price stays below 24 sen. Obviously they have to find ways to improve the company's financial performance in order for the share price to move upward to say at least 50 or 60 sen. Otherwise, there is little kick for them. 10 sen or 20 sen gain from the total of 17 million shares would translate into RM1.7 mil or RM3.4 mil profit for ALP from his entitlement which will mean nothing exciting for him....

https://klse.i3investor.com/web/blog/detail/gotyou/2022-05-27-story-h1623448661-VIETNAM_BOT_PPA_SECRET_REVEALED

https://www.theedgemarkets.com/article/lss4-projects-get-fouryear-ppa-extension

LSS4 projects to get four-year PPA extension

It's good to see the company start issuing more press release to the investment community. It will help raise the profile of the company

Jaks management must quickly take actions to dispose of its property investment arms even at a loss to stop its bleedings, and use the proceeds to exercise its call options to buy the additional 10% stake in JHDP which can boost its annual net profit contribution to close to RM200m per annum.

https://messenger.i3investor.com/res/msg/file/25087/2022/6/jaks_affin_june_2022_20220601213153.pdf

Current market capitalization is RM613m only. Its net profit is projected to increase from RM51.9m in 2021 to RM113m in 2022. Unfortunately the share price has been dropping with no support at all, similar to many other listed companies in this bearish Bursa market.......

https://klse.i3investor.com/web/staticfile/view/450826

https://klse.i3investor.com/web/stock/overview/3069
MFCB also moved since last month

The low hanging fruits for Jaks are buying the additional 10% in the Vietnam power plant and disposing of the malls immediately.

Won't be surprised to see its share price shoot up drastically if it does these two simultaneously as it will become a pure power & profit generating company.

Like it or not, the stock market nowadays has become very unpredictable and not understandable anymore. When a company reports good profits, it does not guarantee the SP will move up. Similarly, the SP may not go down much when the company reports losses.

Just look at some of the steel companies, they are reporting very decent profits but their SPs could be trading at very low PE of < 5 or even 2 like the Prestar.

NAPS = RM2.66 vs share price @ RM0.60

The market could be waiting to be surprised by the massive contribution to be derived from the revival of Megasteel which will be the biggest steel player in Malaysia.

https://www.theedgemarkets.com/article/lion-industries-flat-steel-business-be-revived-proceeds-antara-disposal

https://messenger.i3investor.com/res/msg/file/25087/2022/2/jaks_20220217102917.pdf

https://www.youtube.com/watch?v=YR_z9W83Wkc

Steel rebar futures fell to CNY 4,800 per tonne from a 16-week high of almost CNY 5,000 hit on February 11th, as demand from construction projects in China has not recovered yet following the Chinese New Year holiday and as production restrictions were still in place in North of China due to Olympics. Still, the steel is expected to resume upward momentum later in February as China’s government plans infrastructure investments in a bid to boost economic stability. .

Steel price is on the uptrend again

https://tradingeconomics.com/commodity/steel

Steel price inching up again

US inflation rate is now 7%. Most products' prices will go up soon. So the material prices will go up accordingly in a matter of time. So steel prices will go up too. When this happens, Lion Industries will be benefitted.

In an inflation environment, only the consumers suffer the most

The share price can be 10x when the Lion awakes with the full revival of Megasteel's operation. It will be the biggest steel manufacturer in Malaysia

https://www.orientaldaily.com.my/news/nation/2021/12/30/459151

https://malaysiastock.biz/Company-Announcement.aspx?id=1372681

RM403 mil extraordinary disposal gain is in the pocket. Sale completed

https://cdn1.i3investor.com/my/files/st88k/4723_JAKS/pt/MALACCASECURITIES/4723_JAKS_MALACCASECURITIES_2021-12-01_BUY_0.75_JaksResourcesBhdInlinewithexpectations_1373976033.pdf

Steel rebar rebounding since 19 Nov

https://tradingeconomics.com/commodity/steel

https://malaysiastock.biz/Company-Announcement.aspx?id=1364582

The completion of the disposal coming soon....

Upon disposal of its Antara Steel Mill, Lion Ind is going to recognize an extraordinary gain of RM403 mil or RM0.56 sen per share and its last reported NAPS was RM2.04.

So its NAPS will increase to RM2.60 upon disposal of the said Antara Steel Mill which should be completed asap to facilitate the revival of the real giant Megasteel in Malaysia to take advantage and capitalize on the good profit margin of hot rolled coil market....

NAPS = RM2.04. Current Lion's market capitalization is RM504 mil only.
More than RM400 mil extraordinary disposal gain is on the way.
Reactivation of Megasteel is anticipated in Dec 2021.
Its production capacity is bigger than Hiap Teck....

https://klse.i3investor.com/blogs/MplusOnline/2021-10-13-story-h1592049162-Mplus_Market_Pulse_13_Oct_2021.jsp

What an interesting market in Bursa.......

If Megasteel can generate say RM200 profit per ton of HRC, its production capacity of 3.2 mil tonnes per annum may translate into a total profit of RM640 mil per annum. That will be huge.

Lion Industries' current market capitalization is RM540 mil only @ 75sen

Just wondering how much RM.... profit per ton is the right estimate.

A steel giant in the making !!!

https://www.theedgemarkets.com/article/lion-industries-refurbishes-plant-banting

A giant in the making or the rebirth of a giant.......

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3203304

Obviously it appears that the corporate adviser (Kenanga) did not do its job right for the breach because as a paid adviser, it had the obvious role and duty to advise Jaks on the rules and regulations pertaining to the rights issue as well as to ensure full compliance.

On the hand, why Bursa had to take such a long time to pick up and flag out this non-compliance?

In other words, oversight does happen here and there in the new era? There are simply too many rules and regulations to manage nowadays and every organization keeps on downsizing their headcounts and force them to multi-task until they lose focus and overlook a lot of things....... so sad...

This Lion is furious and powerful. It has already appreciated more than 50% in less than 10 trading days. Hope it would not retrace 20% and consolidate for a while before continuing the uptrend.....

I wish Jaks could announce the successful tenders of some mega projects soon that it has submitted biddings (in excess of RM4 bil in value) in the last many months. That would squeeze the short dry.
Long live ALP! Show them your real super power

The share price has to hover around or stay below 1.03 for a while. Otherwise, it will look bad as if the pp is engineered to benefit the cronies or buddy investors.
Be patient.

Hope the counter could absorb the huge script delivery these few days arising from the huge trading volume few days ago

Uptrend continues?

https://klse.i3investor.com/servlets/stk/chart/4723.jsp

Is 42 to 43 sen a strong support level based on its 5 year chart?

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=118467&name=EA_GA_ATTACHMENTS

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=118465&name=EA_GA_ATTACHMENTS

Another mega project will require another partner from China, Russia or Europe to provide the expertise and funding like what Jaks just did in the past 7 years. Maybe it can also invite cash rich Supermax and Top Glove to join venture......

No worries, the rights issue for Jaks itself, if any, will come in another 5 to 7 years later. Enjoy the construction profits first.....

Jaks will likely use the previous approach to undertake this new venture. It does not make sense for Jaks to undertake a multi billion ringgit rights issue in the near and medium term to fund the project on its own...

https://klse.i3investor.com/blogs/CCthoughts/2021-09-11-story-h1571465511-6_LESSONS_from_the_Rise_Fall_of_GLOVE_STOCKS_2020_2021.jsp

https://www.theedgemarkets.com/article/total-rm77b-foreign-portfolio-flows-were-registered-august-highest-monthly-net-inflow-june

https://www.thestar.com.my/tech/tech-news/2021/09/09/biden-wants-solar-to-provide-45-of-us-energy-by-2050

Jaks could be grossly undervalued if compared to SLVEST which is in solar power business.

Tendered for RM4 billion worth of jobs. Waiting for outcome.

Any 15% to 20% success rate in tendering will be awesome!

https://www.youtube.com/watch?v=l5UsNT7DwaI Mplus Online

https://www.youtube.com/watch?v=l5UsNT7DwaI

Tendered for RM4 billion worth of jobs. Waiting for outcome.

Any 15% to 20% success rate in tendering will awesome!

Peter Lynch: 6 Mistakes Every Investor Makes

https://www.youtube.com/watch?v=dTbxOqANZzY

https://mplusonline.com/blog/jaks-resources-bhd-21st-jun-21/

Malacca Securities understands that Jaks is tendering for RM4b to RM5b worth of projects???

The power plant's net profit contribution can increase to RM 173mil if Jaks chooses to acquire additional 10% stake in the power plant.

https://www.chinapress.com.my/20210603/%E8%B6%8A%E5%8D%97%E5%8F%91%E7%94%B5%E5%8E%82%E8%B4%A1%E7%8C%AE%E5%A4%A7-jaks%E8%B5%84%E6%BA%90%E8%8E%B7%E4%B9%B0%E8%BF%9B%E8%AF%84%E7%BA%A7/

https://messenger.i3investor.com/res/msg/file/25087/2021/6/jaks_240521_affinhwang_20210603114023.pdf

https://www.chinapress.com.my/20210603/%E8%B6%8A%E5%8D%97%E5%8F%91%E7%94%B5%E5%8E%82%E8%B4%A1%E7%8C%AE%E5%A4%A7-jaks%E8%B5%84%E6%BA%90%E8%8E%B7%E4%B9%B0%E8%BF%9B%E8%AF%84%E7%BA%A7/