But of course

Nampak all necessaries done by professionals

Sarifah tetap berjiwa IPP unapologetic angkuh dan liar

SMA200

Kelihatan selling at resistance dan jadi buying at support...

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Sell apabila JAKS Hai Duong IPP so close to COD ?

The reason for Dow futures rally is more important dan encouraging

Again



Mong Duong 2

51% AES US giant co
30% Posco South Korea giant co
19% China Investment Corp

China Investment Corp 19% pun nak?

The project’s strong sponsor base undoubtedly helped win over investors. US power company AES ultimately owns 51% of MDP, South Korea’s Posco Energy 30% and sovereign wealth fund China Investment Corp 19%. 




Hai Duong IPP

70% CPECC China giant co
30% JAKS Malaysia very small co


JAKS Malaysia very small co wil hv 40% eventually more than South Korea Posco and China Investment Corp in a almost similar Vietnam IPP


Champion JAKS!!!!!!

Bukan lower interest cost jer it is oso a vote of confidence on Vietnam IPP on BOT

Kat AGM Andy ada bilang Hai Duong IPP kan go for refinancing of its borrowings too

Satu lagi engineer taken a look

Engineer apa? Civil Chemical or Electrical?


Selain straight line method mcm mana sum of digits method?



johnswj90 DK66, thank you for your clarification which has cleared my queries and doubts. Really appreciate it. 
------------------- 
johnswj90, yes, the excess over the loan receivables repayment is taken up in the P/L as interest income. 

As payments are collected from the customer over the term of the contract, consideration related to the construction performance obligation is split between the repayment of loan receivables and interest income. You are right to determine the annual loan receivables repayment amount as simply the equal portion of the loan receivables over the concession period, i e straight line.

i3lurker

U required high standard

Nothing less thn fact n figures

Tapi u always comment general je

Give details

Come tell us how all ths clauses r worded cos ur punya English is not very good maybe u interpret salah ke apa

How frequent is the capacity availability tested in a year?

Can tell how is the capacity payment clause normally worded in a PPA?


3lurker The Capacity payment will only be paid on "Power on ready status" 

that means if Utility gives order to power on, IPP has X hours to provide stable power. 
Unable to power on means Capacity payment will NOT be paid. 
You did not provide Capacity, so no payment at all. 

if your plant does not have coal, unable to import coal from air courier 747 planes even. (covid-19) 
or cracked a bearing 
or boiler cracked 
or turbine cracked/imbalance 
then so sorry for your Capacity payment. 
Sayonara. 

Say Goodbye to your investment. 

IPP is a very risky business.

15/04/2020 7:34 AM

Hai Duong IPP top dog is Vietnam gomen

Investors r very in touch wit development kat Hai Duong IPP

IPP is essential service business as usual

Cashflow problems.....

Chain reaction

For counters yg u beli better double check who is at d top of the food chain

Whn d top dog is hit default wld work its way from d top all d way to d bottom in a chain reaction

Safest top dog is gomen

Next is small but many debtors

Wobbly is d oil majors

Post MCO Sarifah kan bikin shopping kat friendly neighbourhood shopping mall yg ngam ngam yg not so crowded

Mcm Evolve Mall

No more crowded Mid Valley or Sunway Pyramid Mall for long long time

Closeby neighbourhood mall Evolve Mall kan benefit

Post MCO Sarifah kan bikin shopping kat friendly neighbourhood shopping mall yg ngam ngam yg not so crowded

Mcm Evolve Mall

No more crowded Mid Valley or Sunway Pyramid Mall for long long time

Closeby neighbourhood mall Evolve Mall kan benefit

Hi backdoor unit trust portfolio holder


Is it better to buy single stock to build a portfolio mcm u punya unit trust like portfolio or beli je unit trust tu terus je?

Sarifah wish d world sihat walafiat cepat recover

WH opening NYC peaking

Shortest bear in history

US markets encouraged by new Covid 19 model dgn lower potential death number at 60,000 bukan 100,000 to 240,000

Backed by Hai Duong IPP only forced selling can bring JAKS down significantly

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

xda ke?

Vietnam x bikin home quarantine seorg seorg but centralized quarantine kat centralized centers so far so good


3lurker sure 100% can 

Vietnam is building 5 new Five Star hotels just like Malacca 

ha ha ha 

Posted by JJchan > Apr 6, 2020 8:15 AM | Report Abuse 
must recovered back to 90cents to be bullish----Dow future Up 311pts

06/04/2020 8:28 AM

Ur portfolio is very similar to a typical unit trust portfolio u might as well put ur money buying an almost similar unit trust lebih senamg lagi can choose mahu dividend growth etc senang

Nyamuk di seberang nampak

Gajah didepan mata x nampak

Soalan nya simple

Ada bikin proper due D b4 put in money into FPSO operator?

Yg mana safer?

IPP yg stationary?

FPSO yg operate kat rough seas?

No ppl who can make calculations mcm DK66 in CPECC in CPECC's bankers?

Sarifah has mentioned ni b4

Hai Duong IPP cost sampai billion billion

CPECC BOD CPEEC's engineers project analyst lawyers bankers wld hv comb through all d IPP agreements thoroughly b4 agreeing to invest in Hai Doung IPP


And DK66 has provided d comfort by showing semua figures jive



Chinese party and the bankers must have seen the PPA as they are interested parties.

DK66 Why so surprised with government contracts containing secrecy clause ? I understand all malaysian government contracts contain secrecy clause. All petronas contracts contain secrecy clause. 

Chinese party and the bankers must have seen the PPA as they are interested parties.

05/04/2020 10:10 AM

Portfolio ada 2 O&G companies yg ni n Greta Thunberg jz simply don't tally

Counter party


JAKS Hai Doung IPP counter party is Vietnam gomen


Yinson counter parties r oil majors yg rely on a fragile OPEC+ to artificially prop up oil prices w over producing shale oil in d shadow


On first look straight away Yinson is a no no for investment

Jadi apa impression ??


Backdoor philip know more abt Yinson ?

Or

DK66 know more abt JAKS Hai Doung IPP?


Siapa yg bikin investment based on proper Due D?


So stop preaching


Note backdoor philiip met d ex cfo steven ang sneakily not JAKS BOD or Andy

Bukan nuclear tree

Bukan nuclear IPP

Hai Duong IPP is coal thermal IPP

Coal thermal IPP is well established well refined very old technology d

No worries

It is not a nuclear tree

TRUST TRUMP'S TWEET??!!!

Betul ke ni?

TRUST TRUMP'S TWEET??!!!

5.45 AM so early

Cannot sleep due big losses in O&G companies?

Shale producers tak akan setuju to cut production hutang besar need cashflow

So MCL especially Putin tak kan cut production

TRUSTING TRUMP'S TWEET??!!!

Better change from O&G to IPP


TRUSTING TRUMP'S TWEET??!!!

Your numbers seem reliable and sound. 


Philip ( what you can learn from RJ MITTE ) 



All your calculations DK66 is assumed on the fact that the power plant is a spin off and standalone profit generating entity. If it was my young friend, I would be rushing in to invest in it. Your numbers seem reliable and sound. 



04/04/2020 5:45 AM

Check again why Norway co existed FPSO

At the same time hailing Greta Thunberg

At the same time has 2 oil counters in portfolio

Can u b more confused??


Greta Thunberg

Tesla EV in China

And more

And u r "investing" in oil companies long term no doubt

Arguing oil is more long lasting more sustainable thn a 25 year concession

Yes bus company operator has tons of experience in FPSO... yes

Yes

Sama sama

U lagi think DK66 can come out to guarantee IPP PAT is at least 250m? More likely will b in d dark like TP 1.17 PBB

The moment DK66 is appointed director straight away all info will b cut off

DK66 cannot speak so freely in i3 d


Sslee Haha 
If enough of i3 10% shareholding send in requisation to company secreyaries for an EGM immediately after the AGM to apppint DK66 or OTB to be independent director of JAKS then the Board should comply to hold such EGM for shareholders to vote for/against such appointment resolution.

03/04/2020 12:09 PM

Wow mcm mana u managed to sell tis buy call to subscribers?

Bila oil price kan US 50 again ?


I bought all Oil and Gas Maintenance player stocks on 19/3/2020,.... . 


OTB To all attackers, 

I withdraw all my FD and load on the below stocks on 19/3/2020. 

I bought all Oil and Gas Maintenance player stocks on 19/3/2020,.... .

Per trade detail 1000+ B% 71%