Ok take ur words for it

qqq3 the mkt full of false +tif false -tif 2 year is a long time pasti dah sold some...

Rasa rasa qqq3 mcm dah jual bila 0.73...

Cannot b la Jaks boleh release the 50m BG remember 


I guess shortage of working capital must be one of the reasons

This confusing Star suit has no immediate cash flow impact

CYA auditors seen proof of this?

CYA auditors insisted on LAD provision tapi not late interest provision why?


qqq3 to the second question, its a mixture of every thing, I guess. Management blames it on Star who keeps revising the drafts for Tower A thus delaying their launch and missing the bull run on properties.

05/05/2019 12:10 PM

Sslee

Question 2 u punya area of expertise

Kindly assist to write to ALP

U jelas kelihatan have the touch to extract truthful answers


Question 1 u can do a few scenarios with berbagai levels of dilution tgk mcm mana profit figures dah ada

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

Equity is justice pun sama is in situasi mcm ni one gets compensated for one's loss not to pfofit beyond one's loss

Klau 50m BG is b) then Star has no kes to sue for interest upto 31 October 2019


Sbb bila Star called and upon the release of the BG in January the responsibility to complete Tower A shifted to Star



SarifahSelinder 50m BG is.. 

a) a penalty bulat bulat pure and simple 

or 

b) to b used for covering cost to b incurred to complete Tower A from date of release 



Jaks has said part of the BG can be clawed back ni bermakna it is b)

04/05/2019 11:05 AM

Soalan nya ..


How badly were u brunt by Koon?

Parasite cheoky nowuseeme ron90 dan gang lain u yg trade ikut Koon

Proof

How come CYA auditors x insist on provide late interest?

CYA auditors were convinced x payah late interest?

In transition.. shit ada gold ada


Soalan nya...

How much r u willing to pay for this lock stocks barrel deal ni?

IPP Vietnam effect wil come first

Confusing Star legal suit wil drag for years kan datang

Not immediate impact

50m BG is..

a) a penalty bulat bulat pure and simple

or

b) to b used for covering cost to b incurred to complete Tower A from date of release



Jaks has said part of the BG can be clawed back ni bermakna it is b)

No klau dah bayar legal suit ni Tower A Jaks yg punya la

Klau tidak dah bayar 50m BG bayar lagi 134m plus interest Tower A lagi Star punya where got justice?

Star no CEO at the moment...

Klau jual Tower A lepas itu besar kemungkinan more than 134m harga nya

Confusing legal suit...

Anyway jz cash in place of Tower A

Impact 0

Need to charge Tower A for a bank loan

PP klau harga rendah to friendly parties

ALP dan friendly parties so much love for IPP Vietnam

Ya kan normally begitu.... 

I bayar u bank guarantee sum u take over the obligation to complete klau x cukup only then u claim the shortfall

i3Value

So after these few hours dah ke u any ideas ke theories ke why file suit before due and guilty?


Posted by i3Value > May 3, 2019 1:23 PM | Report Abuse 

My question is why Star issued saman already? In the announcement got say handover latest is 31 October 2019. Does it mean already handover? 



STAR is claiming: 

(a) specific relief for the Company to complete or cause to be completed JIC’s obligations under the SPA namely the completion and delivery of STAR’s Entitlement by 31 October 2019

Out and bottomed out

Taksiran Sarifah with this rather confusing suit by Star all there is abt this tormenting isssue is now out

Kneel jerk reaction

Cannot blame sbb Star issue ni dah torment ppl a long time

Tapi teliti la impak nya

Performance bond 50m paid mcm mana?

Tower A patut ada appreciation in value compared to 2015

Ni klau bayar Jaks will take over and own Tower A

Net impact 0

DK66


#1 analyst of IPP Vietnam

DK66

Soalan last


How sure r u of the accuracy of ur taksiran in the above article?

X

SarifahSelinder IPP VIETNAM FOR DUMMIES 



Worst case scenario is bila 0 sales from sales of electricity sbb power plant diminta tutup not to generate electricity for one year by EVN

02/05/2019 2:06 PM

X

SarifahSelinder DK66 



Would u say yg ni better than FD 

FD guaranteed by PIDM 

IPP ni guaranteed by gomen Vietnam 


IPP IRR 12% loan interest 7% some more ada loan repayments 




Worst-Case Earnings Analysis 

Capacity payment provides the least case scenario for earnings; 
                Earnings   = Capacity Payment – Loan receivable repayment – Interest Expense

02/05/2019 2:10 PM

DK66 That is why I believe Jaks is a life time opportunity. Where to find such deal ?

02/05/2019 2:13 PM

X

SarifahSelinder Yes

02/05/2019 2:14 PM

Yes

DK66



Would u say yg ni better than FD

FD guaranteed by PIDM

IPP ni guaranteed by gomen Vietnam


IPP IRR 12% loan interest 7% some more ada loan repayments




Worst-Case Earnings Analysis

Capacity payment provides the least case scenario for earnings;
                Earnings   = Capacity Payment – Loan receivable repayment – Interest Expense

IPP VIETNAM FOR DUMMIES



Worst case scenario is bila 0 sales from sales of electricity sbb power plant diminta tutup not to generate electricity for one year by EVN

Ok

Ni a one time process or repeating many times misalan every month must prove capacity requirement is satisfied?



However, it has to satisfy the capacity performance test to determine its dependable capacity. Once the maximum dependable capacity is established, it is used to calculate the capacity payment

DK66

Dlm situasi unlikely klau coal x cukup mcm mana cerita nya capacity payment still payable?

77% minimum dah cukup to entitle to 100% capacity payment?

DK66


Taksiran u mcm mana IPP dan gomen Vietnam decide that capacity is available to b entitled to capacity payment?

DK66


Possible for u to tell from MD2 capacity payment dah started from 22-4-2015 or kena follow date ori tunggu 6 months later?



Since April 22, 2015, both units of the Power Facility have been in commercial operations, six months earlier than the committed schedule with the Vietnamese government

Yes Sslee x beli is at odd with his own findings n analysis

Sslee

U mcm mana.. in?

Sarifah see u dah byk luangkan masa on Jaks

Control ur risk by making jz a small investment dulu

To increase with clarity

Cita cita IPP kan jadi kenyataan soon

Jaks sykt nyamuk bikin IPP cita cita besar

Jaks was not capitalized for a venture into IPP sekadar utk bikin pipe dan property biz jer

Sykt nyamuk bikin IPP

Jaks small

Klau misalan TNB take over CPEEC place kena RI PP kaw kaw jua tapi IPP income besar

Timing...

Tunggu QR or clarify kat AGM

Ok tq

DK66 All inclusive except Coal cost

Or in other word Interest income dah u recognised in ur PAT calculations at 60% and 90% ke belum?