Short term TA no longer in play

Tapi....

Long term IPP FA always in play

Andy is

CCC is

IPP is

Merican is too small to b one of d factors to consider

Theoretically virus is suppose to b dormant in cold temperature mcm musim winter kat Wuhan skrg 

Tapi cold temperature kat winter oso is d problem sbb ni prompt d virus to jump to human body which is warm for shelter 

Tapi..... 

Spring is already here as you can tell by Spring Festival as such there is hope tis coronavirus kan over soon

Theoretically virus is suppose to b dormant in cold temperature mcm musim winter kat Wuhan skrg 

Tapi cold temperature kat winter oso is d problem sbb ni prompt d virus to jump to human body which is warm for shelter 

Tapi..... 

Spring is already here as you can tell by Spring Festival as such there is hope tis coronavirus kan over soon

Spring is here... a new begining....

Theoretically virus is suppose to b dormant in cold temperature mcm musim winter kat Wuhan skrg

Tapi cold temperature kat winter oso is d problem sbb ni prompt d virus to jump to human body which is warm for shelter

Tapi.....

Spring is already here as you can tell by Spring Festival as such there is hope tis coronavirus kan over soon

Big players dah stop holiday mood d

Tapi surely kan dtg kembali

Small players mcm u ni better buy early

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Adoi OTB u ni a waste of money

DK66 la Koon patut bawah pergi site visit d Vietnam IPP



SarifahSelinder Hi OTB 

A lot has been divulged to u..... 

But no indication on this? 


"Price per kwh of electricity sell to EVN"? 





I was told by management.... 

....confirmed by chief engineer in charge of this power plant from CPECC.  

OTB Dear huahtai98,  

Base on 6,500 utilization hours, 7.5 billion kwh data is from Vietnam government.  
Base on 7,238 utilization hours, 8.0 billion kwh data is from DK66's report.  
I was told by management of Jaks that Hai Duong power plant will have 7,238 utilization hours. This information is confirmed by chief engineer in charge of this power plant from CPECC.  

Thank you. 

22/01/2020 10:27 AM

22/01/2020 11:20 AM

Hi OTB

A lot has been divulged to u.....

But no indication on this?


"Price per kwh of electricity sell to EVN"?





I was told by management....

....confirmed by chief engineer in charge of this power plant from CPECC. 

OTB Dear huahtai98, 

Base on 6,500 utilization hours, 7.5 billion kwh data is from Vietnam government. 
Base on 7,238 utilization hours, 8.0 billion kwh data is from DK66's report. 
I was told by management of Jaks that Hai Duong power plant will have 7,238 utilization hours. This information is confirmed by chief engineer in charge of this power plant from CPECC. 

Thank you.

22/01/2020 10:27 AM

But a friendly reminder DK66 quest has proven those simple basic formulas

Sarifah tot ni somewhere DK66 quest has found d real life approximate

Average per kwh of electricity sell to EVN = USD 0.05

OTB keeps wanting to go full circle back to the original simple basic formulas well mungkin baik to keep it simple

Sarifah observasi

Super investors wit super purchasing power Koon always beli byk sekali tapi has bin able to exit successfully

(JAKS was due Koon backside itchy else too can exit successfully)

Koon's generously shared secret resepi is to eventually pass to laggar dana institusi yg always come lately

Jadi ikan bilis mcm u ni no nid to worry....

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Laggar IBs more n more daring wit TA TPs backed by FA of Vietnam IPP

Koon Koon Koon

Bullish Koon pivot point


1.84 Koon's era high in sight


Soon soon soon

Gonna leave it behind



gunter Affin Hwang Capital 

TP 1.84 

https://arms.affinhwang.com/research/202001201032_JAKS_Buy.pdf

20/01/2020 11:39 AM

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

It is d IPP story

JAKS kan melambung tinggi ala MFCB

SarifahSelinder Germ 

Since u r in d vicinity n a busybody n very free why don't u do a favour for everybody kat sini drop in Evolve Mall n see siapa tu anchor tenant which took up 154k sf. per Andy patut dah start renovasi d

20/01/2020 9:18 AM

Germ

Gambar gambar ni dah outdated d

Tapi don't b silly JAKS wil not b dragged down by Evolve Mall whc is kinda empty tapi ready for plan B now tat it has 85% occupancy

U hv Sarifah simpati....

Germ


U ni scared urself silly by d inconsequential Evolve Mall n sold too early kini sakit hati x tahan lagi ????

Good or bad post some gambar kat sini for everybody to see

Germ

Since u r in d vicinity n a busybody n very free why don't u do a favour for everybody kat sini drop in Evolve Mall n see siapa tu anchor tenant which took up 154k sf. per Andy patut dah start renovasi d

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

How come x faham meaning ni? How can it b?


Sarifah berjiwa IPP unapologetic angkuh dan liar

Sarifah berjiwa IPP unapologetic angkuh dan liar

Nota

Ni dah jadi kat MFCB


Kan dpt lower interest % banking facilities

19/01/2020 9:23 AM

Long story

Ya Andy jgn "stupid" lagi

Tapi... pun easy Andy

Ya jz show off d Vietnam PP

Kan dpt wider coverage by IBs with higher TP

Kan dpt lower interest % banking facilities

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Tapi...

Klau dana institusi dpt PP esok hari nanti kan push JAKS price to sky high tinggi.....

Obviously must stop Andy from doing PP especially after IPP dah ready!!!

Obviously must stop Andy from doing PP especially after IPP dah ready!!!

Soalan yg lebih ada relevancy

Should u stop Andy from doing PP?

Apabila IPP ready kan ada byk dana institusi minta Andy bikin PP

In d AGM previously kata Andy mungkin kena PP for option 10% IPP

Sarifah remember ada member handsome minta RI jgn PP

Klau u sakit hati or no money biar Andy bikin PP

investigation

x payah bikin sneaky mcm ni ask Andy bikin press conference esok hari on Vietnam IPP kan ready

investigation.. mengancam ID ni mcm from SC

Now tis is interesting....

Anyway never ever say insider

Always say publicly available...



DK66 my email is i3dk66@gmail.com 

----------------------- 
investigation Hi DK66, 

Will get back to you. Anyway can I tell you the answers once i got privately? As I do not wish to furnish info in this forum. Anyway to contact you?

17/01/2020 10:20 AM

MID TEENS IRR is good

Utk mereka yg ada initiative yg nak kira sendiri

MID TEENS = 15% is easy

Cuma replace 12% to 15% kat kiraan di bawah ni



OTB....
Power plant has an IRR of 12%.  
Project cost USD 1,868 million @4.15 = RM 7,756 million.  
12% IRR = 12%*7,756 = RM 930 million.  
30% share of RM 930 = RM 279 million.  
40% share of RM 930 = RM 372 million.  



SarifahSelinder Ambil MID TEEN = 15%  


30% share = 348m  

EPS 0.54 

PE 10x Harga RM 5.4 



40% share = 465m  

EPS 0.72 

PE 10x Harga RM 7.2 


Look crazy

16/01/2020 8:30 AM



SarifahSelinder Andy n BOD actually mentioned likely more thn 12% at MID TEEN IRR 

Ambil MID TEEN = 15% 

30% share = 348m 

40% share = 465m 



https://klse.i3investor.com/blogs/SarifahSelinder/2020-01-01-story-h1482001088-JAKS_IPP_CLARITY_CERTAINTY.jsp 



OTB It is the latest information that I have.  
Commercial unit of Pacific Star has obtained CF.  
The residential unit expected to handover around CNY 2020.  

Power plant has an IRR of 12%.  
Project cost USD 1,868 million @4.15 = RM 7,756 million.  
12% IRR = 12%*7,756 = RM 930 million.  
30% share of RM 930 = RM 279 million.  
40% share of RM 930 = RM 372 million.  

I projected the annual profit of RM 250 million is very fair.  

Thank you. 

15/01/2020 7:07 PM

15/01/2020 8:08 PM

Yes YTLP ada 8,000,000,000 shares

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Big money

All it takes now is Vietnam IPP comes up smoothly physically

Ambil MID TEEN = 15% 


30% share = 348m 

EPS 0.54

PE 10x Harga RM 5.4



40% share = 465m 

EPS 0.72

PE 10x Harga RM 7.2


Look crazy