Beli x beli solar IPP Andy?

DK66 is electrified!!!

DK66 is high!!

25 75 10 6 WACF 8.5

Assume USD 1870m all PPE

Assume...

PAT = OCF - Depreciation 

PAT = USD 234m - 1870/25m Depreciation

PAT = USD 234m - 75m 

PAT = RM 159m x 4.2

PAT = RM 668m 

30% PAT = RM 200m

40% PAT = RM 267m 

Jz taking the calculation a bit further..

Whatever...

Sarifah berjiwa IPP tetap unapologetic angkuh dan liar

Sarifah trust the China banks the CPECC the lawyers the JAKS Technical team the other experts n specialist

DK take ur time

Buat kiraan guna the IPP JV co perspective then 30% 40% mungkin lebih senang to see

Armada punya figures hv always looked "very very good n impressive" since share price nya 3.+ dulu till 0.3+ skrg!!

Rights issues coming for armada very soon

kcchongnz Just for discussion purpose, 

1)In project financial appraisal, when estimating cash flows from total project cost through the payback period, it should not have included interest payment


Kan should b NET cash flow jadi is after deducting interest payment?

PAT is net of interest

Too many payback period definition??

For clarification in.. your targeted rate of return... your in siapa? Refering to the co or refering to DK66 the investor in JAKS?

More appropriately (and simply) in my view, what you should usually use is your targeted rate of return, which would naturally be at a premium to whatever the current risk-free rate of return is. This spares you from making a series of calculations and gets straight to the point.



Think not appropriate to use this rate

As Andy punya 8 yrs payback period is refering to the payback period of the IPP project jadi the more appropriate rate is the weighted average cost of funds of the co undertaking the project

For discussion only

Have faith in the agreements signed

IB has mentioned n emphasized the more difficult n the more important of execution

Lihat la photos photos showing the progress made

Bukan main complex the IPP project but u lihat sendiri the execution

No one can dispute CPECC is simply just awesome the expert the specialist

Have to rerate JAKS soon to b credible

Yes JAKS kelihatan a good investment at current price mcm mana pun u slice it

The photos showing the progess the maths all have got rhe IB analysts cornered

These IB analysts have to rerate JAKS soon

Pendapat Sarifah must hv faith in the China banks the CPECC the JAKS own technical team the lawyers the other experts who all hv all the facts and figures tak kan short change themselves

Hv faith the system is working

8 years payback means 8 years payback

Mungkin or mesti kena watch Andy closely

Attend AGM every year to seek clarification where necessary

Andy shd adopt transparency is the best policy

Range is too big to be meaningful

Only the minimum does provide comfort

Sentiment shd b better harini

FTSE Russell issue xda lagi

Beli solar IPP jadi ke x jadi?? Answer x lama lagi...

Andy better adopt transparency is the best policy

When it come to IPP JAKS has the best deal dan construction of its power plant is ahead of schedule

Tadmax role could b passive

Tadmax kan dpt 40% share dgn contributing its land no other role

Adakah Tadmax kan involve in the construction of the power plant?

Klau tidak no income untill the power plant is operational baru dpt a share of the power generating income

We will b friendly but kan watch Andy closely

Attend AGM every year

Ya klau PE 8x

Agak agak JAKS 30%/40% share of Veitnam IPP PAT patut around RM 270m/RM 370m

Bersamaan dgn EPS 0.5/0.6

Pagi pagi dah naik...

Kan announce beli solar ipp hari ni?

Saat saat yg ditunggukan soon

Boiler Turbine dah in sight

Sarifah cheering from Gold Coast

Andy beli solar IPP with RI Andy not PP

RI + small PP too is ok

Sarifah nak tambah lagi one way or d other

Sarifah berjiwa IPP tetap unapologetic angkuh dan liar

Dlm masa tersingkat x lama lagi kan announce kan beli Lig-Quang Tri Solar Power Plant (LIG-QTSPP) solar IPP

Literally plugged in

Kan play soon.....

汽轮机 Steam turbine

Now turbine juga disebut sebut

Boiler dan turbine plugged in

Or....jgn backstop Andy

Sarifah nak tambah lagi

Andy backstop

Harini Andy tambah lagi?

Koon

Skrg ni boiler dah disebut sebut....

锅炉水压试... Boiler water pressure test..

Dah testing

Boiler dah quietly di plugged in.....

Andy x tambah hari ni

Namun volume agak tinggi

Ada lain yg kuat beli

Bagus

Betul tapi deal kan b value accretive Trust Andy

x lama lagi kan announce kan beli Lig-Quang Tri Solar Power Plant (LIG-QTSPP) solar IPP

Demi d progressing very well solid Vietnam IPP

Dulu sneaky Koon d reason Andy beli

Skrg x sama lagi

Skrg Andy semata mata nak make money

Vietnam IPP x jadi jadi

Auditors pun cabut lari

Klau nak Vietnam IPP

JAKS la patut kau beli

Andy tambah 750,000 hari ni?

Sarifah standby nak tambah lagi

Wow Andy tambah lagi

Wow Andy tambah lagi

Even as it struggles to build out its high-tech supply chain, Vietnam has proven to be one of the biggest beneficiaries of the trade dispute between the U.S. and China. And it's being reflected in recent data. Vietnam's economy grew 6.7% in the second quarter of 2019, outpacing China's 6.2% growth. Last year, Vietnam saw the biggest pickup in manufacturing activity compared to every other major economy in Asia, according to IHS Markit. Foreign investment permit applications have also surged, up 26% in the first half of 2019 compared to a year ago.

Clothing retailer Chico's, fragrance maker Sensient Technologies, auto parts supplier Genuine Parts Company, and industrial machinery maker Ingersoll-Rand have all indicated this past month that they have been pursuing increasing production in Vietnam.

pang22

Jgn bullsh*t la

Sekelian kat sini deal with the like of KYY over here

U ni apa?