Klau u look at how TOYOVEN is struggling to close its IPP deal ksn u tahu la how difficult it is even u do running around daily even put in your own money

Klau Andy can close tat LNG IPP Sarifah sokong to give Andy LTIP

Veitnam new coal IPP boleh lagi?

TOYOVEN is d canary

Canary tu very likely kan mati

Enter rental collecting mode goyang kaki 44444

Oso idealing d IPP kan save on variable costs profit kan lebih besar lagi?

Short selling pun bukan permanent

Powell bilang Yellen agrees inflation is transitional

Sslee

U start wit prejudice

Point is u hv not done d research n confirmed all d facts

Klau u dah research dan found out misalan JAKS bagi rm 100m loan to that ex subsidy tapi 49% only give rm 100 thn Sarifah join to condemn JAKS management

Sslee

Sarifah faham ur complain

Tapi misalan klau JAKS answer to SC tat the 49% shareholder also ada loan to tat ex subsidy dan also suffer impairment n write off macam JAKS

Thn u macam mana nak jawab? Still ada isu?

Klau 43% coal 57% hydro la

Possible mungkin not run

Possible not run dan no offtake bila coal price shot through d roof coz Vietnam ada hydropower power stations

Vietnam ada alternative source to generate electricity so boleh shut off coal power stations use hydropower stations

Tapi of course depends on electricity demand too

Klau electricity demand also shot through d roof thn cannot shut down coal power stations la

Also depends ada water ke kat d dams to generate electricity





Posted by SarifahSelinder > Oct 1, 2021 4:33 PM | Report Abuse X

Electricity restriction?

Ada water kat dams or not?

Collect capacity payments jer pun cukup makan

Sslee

Ada missing part kat compain u

B4 u complain to SC u patut make sure yg 49% minority tu DID NOT lend to tat ex subsidy in matching amount proportionate to its % shareholding to JAKS % shareholding

Dah u make sure??

Sslee

Ada missing part kat compain u

B4 u complain to SC u patut make sure yg 49% minority tu DID NOT lend to tat ex subsidy in matching amount proportionate to its % shareholding to JAKS % shareholding

Dah u make sure??

Sslee

Ada missing part kat compain u

B4 u complain to SC u patut make sure yg 49% minority tu DID NOT lend to tat ex subsidy in matching amount proportionate to its % shareholding to JAKS % shareholding

Dah u make sure??

BOT bukan BOD

Electricity restriction?

Ada water kat dams or not?

Collect capacity payments jer pun cukup makan

Mcm pandai sgt

Ok 1 test to test u

Skrg Veitnam IPP quarterly result dah ada

Jadi mid teen IRR is d project IRR or capital IRR?



i3lurker China is closing down coal mines

problem belong Jaks,
its pass through but if principal makes losses, ..... capacity payment only loh

24/09/2021 7:40 PM

Kan acute shortage of electricity kat Vietnam mcm mana no offtake?

EVN ada social responsibility la

Klau compare Andy wit Toyoven directors Andy has done wonders

70% of world coal PP was financed by CHINA

JAKS IN

TOYOVEN OUT

JAKS LNG IPP

....that China would not build new coal-fired power projects abroad,

The energy sub-index gained over 3%, after Chinese leader Xi Jinping said on Tuesday that China would not build new coal-fired power projects abroad, meanwhile the state planner said it had sent out teams to ensure energy supply and price stabilisation measures had been implemented.

Taksiran Sarifah JAKS LED IPP chances to succeed is higher thn TOYOVEN coal IPP

Ramai yg complain JAKS asik RI PP mcm co like TOYOVEN tak payah buat RI PP

Andy pernah bilang banks no longer finance coal IPP

Taksiran Sarifah TOYOVEN klau boleh proceed to sign agreements (which are already overdue) kan bakal bikin MASIVE RI PP

Tapi harga TOYOVEN kini setinggi 2.50 masuk akar?

RSS for whatever reasons ultimately is buy cheap

Yg ni achieve financial close shd be easy

T&T dan Denmark’s Ørsted dah standby big sum of money

Wow MYR 10m cash is king

How Andy finances UT macam ni?

Out of poket Andy sendiri?

Sarifah berjiwa IPP unapologetic angkuh dan liar

Andy Man in a hurry

Sslee

Which parts yg u tak satisfied?

Immediate effect reputasi JAKS reinstated

50m kindly return plus interest earned

Sslee

Maybe u owe JAKS BOD an apology sbb u punya post mortem post mortem questions

SarifahSelinder Court ruled JAK x delivered late Star Tower

28/07/2021 2:54 PM

Tis ruling has strengthened JAKS counter claims by a lot a lot

Firstly if JAKS was not late wat d hell Stat boleh call d BG? So tis 50m kindly return Star

Sslee

So u see Andy x bullshit semua delays ada la salah fickle minded Star

Sekurang kurang nya tat 50m BG can get back

Claims yg lain odd pon good

x late sbb final delivery date of Star Tower was wef date of the last approval by d authorities of Star Tower building plan

Yg ni oso confirmed Star were fickle minded n asik change plan change plan x henti henti

Tis strengthened JAKS counter claims by a lot a lot

Taksiran Sarifah tat 50m BG 99% can get back

Court ruled JAK x delivered late Star Tower

Andy man in a hurry

Know the ways of the real world Andy ni

Tanya potential JV...

Wat do u bring wit u Andy?

JAKS siap bikin big Vietnam IPP

JAKS ada byk money kat piggy

In d real world one kena flaunt one's CV dan money to get JV to get more money

Apa kena guarantee no more PP?

0 real world experience u ni sslee

Ingat To continue to bug Andy on recovery of hutang related parties

U double chk la

Sslee

Ada ada according to legal suit ada put in a claim amount on LAD yg JAKS kena bayar pembeli pembeli residential units

JAKS ada basis kut else x berani put in claim mcm ni

Klau memory serves Sarifah right Andy ada bilang STAR kept changing plans yg bikin whole project late

Andy macam ada put in point ni in d legal kes

Sslee

Yg ni Andy x jawab terus tapi Andy dah place d responsibility on STAR dan telah ambil legal action against STAR kan?

Ada legal kes tengah tunggu bicara

See if STAR kan counter to blame Andy or contractors or not

Klau contractors or sub contractors yg screwed up tentu STAR x kan bagi chance

Tapi

Go ahead to continue to bug Andy on recovery of due from ex sub due from directors controlled co dan due from all related parties

To continue to bug Andy on issues macam ni NOW so tat d future Sslee no nid to look back n ask ada bikin post morten or not

Sslee

U x boleh skrg ni look back into 3 4 years in the past n ask question post morten post morten macam ni

U hv to assume dulu dulu tu ada due process meaning u kena assume pd AGM AGM masa dulu dulu tu dah ada seorang Sslee yg telah asked the questions n agreed to d answer



Sslee So am I wrong to ask.
Question.... Had INED done a post mortem and held Management/Executive Directors answerable, accountable and responsible for the mismanagement of the project?

02/07/2021 2:26 PM



Sslee So am I wrong to ask.
Question 1: INED may I ask, JIC “Pacific Star” project, Net liabilities RM (174,733,667) due to Liquidated and Ascertained Damages payment for delay handover of properties to buyers. Had INED done a post mortem and held Management/Executive Directors answerable, accountable and responsible for the mismanagement of the project?

02/07/2021 2:26 PM

Andy is man in a hurry