NOS skrg 107,000,000

107,000,000 kena raise RM 807,500,000

Say by 1:1 RI = 7.55 per share

Kiranya capital requirement for 25% equity in IPP JV

= RM 3,230,000,000×25%x4×25%
= RM 807,500,000

Assume Toyo cuma mampu sell ink to IPP JV

Sell ink Toyo punya core competency

Dan over kat JAKS Andy dah bilang no banks kan loan to finance investment in IPP

Kiranya Toyo takes 25% equity

Close to norm dan setakat yg Toyo mampu

If 1:1 RI Toyoven NOS kan double

O satu point lagi the IPP site land kat Pulau Indah belongs to TADMAX so a big part of RM 167m tu is for buying the land

TOYOVEN IPP site kat Vietnam bukan TOYOVEN yg punya

Kan JAKS price is going up COD by COD?

As the IPP progresses value ia kan incease tapi at current stage current valuation Sarifah think is way ahead of its its fundamentals

JAKS has got exceptionally good terms

JAKS is the exception

Sarifah mungkin salah u semak la check sendiri

Yg ni klau TADMAX jual je IPP JV ni Sarifah rasa ada pula impairment of the investment into the IPP klau x salah dah sampai RM300m

Bila TOYOVEN kan financial close?

Belum tahu lagi dah value so high?

At CPCC signed stage IPP JV baru di valued at RM 167m


implied valuation of RM167 million for the entire 100% equity interest of Pulau Indah Power Plant,”

In a separate statement to Bursa today, Tadmax said it had entered into a share sale agreemen with Worldwide Holdings Bhd to sell a 35% stake comprising 17.5 million shares in Pulau Indah Power Plant to Worldwide for RM58.45 million cash.

Tadmax said today the proposed disposal is in line with the Heads of Agreement (HOA) entered into by the company with Worldwide and Korea Electric Power Corp (Kepco) on Sept 14, 2018.

Tadmax said that in accordance with the HOA, Tadmax will own 40% of Pulau Indah Power Plant while Worldwide and Kepco will hold 35% and 25% respectively.

“The disposal consideration of RM58.45 million for the 35% equity interest in Pulau Indah Power Plant is based on an implied valuation of RM167 million for the entire 100% equity interest of Pulau Indah Power Plant,” Tadmax said.

Tadmax said the disposal is expected to be completed by the first half of 2020.

TADMAX ni dah financial close and sign CPCC agreement

TADMAX ni status ia dah more advance sikit compared to TOYOVEN yg baru jz signed PPA jer

TADMAX yg ni

Tadmax Resources Bhd's wholly-owned subsidiary Pulau Indah Power Plant Sdn Bhd, which is developing the estimated RM3.3 billion 1,200 MW combined-cycle gas turbine power plant on Pulau Indah, Selangor,

Masih can recall TADMAX?

Atau PP

PP very dilutive for pelabur size nyamuk

Per Andy kat JAKS banks x bagi loan to finance investment in IPP mesti RI

Toyoven risk adjusted price utk masa kini sepatut max RM 1.30 only

Awal awal lagi very very risky kena bagi high risk discount

Fund yg perlu to take up 25% of IPP JV ada la lebih kurang RM 800,000,000

Kiranya going for 1 for 1 RI iaitu yg least dilutive anda perlu bayar sebanyak RM 8 per share lagi

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

JAKS is top choice in 2021 competition

Tapi yg more important dana instituisi r coming in d mcm jangkaan Sarifah

2020 was great financial wise

2021 harap kan great health wise

Long wait lagi

Klau ink company cannot do EPC even longer wait

Boleh ink company even pretend can do EPC to get some EPC profits early?

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Not so long profitable journey

Dari jz chimney to now kat pocket tons of money

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

COME OUT!!!!!

Adoiiiiiii victories parties come outside to celebrate dah jgn hide in there lagi COME OUT!!!!!!!

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Ancaman billion RI shares threat
absorbed into oblivion

Ni power 1 unit COD je

1 lagi COD coming soon

Mungkin x betul buy mother instead of OR u mungkin dpt lebih excess


Windy1974 After calculation. I congrat myself for paying 0.482 for the OR. Assuming if i bought JAKS direct at 0.43, i am making more by buying the OR. For once, i am wet wet song song

26/11/2020 10:47 AM

Seeing the lights... COD

Sarifah tetap berjiwa IPP unapologetic angkuh dan liar

Banyak juga dpt excess

Kos makin rendah

More conviction to hang around to see it thru how Andy kan use d proceed for bisnes baru

Lately keep selling Razali x jual lagi

MFCB tons of IPP cash

MFCB punya results is encouraging to JAKS

MFCB is tending for LSP projek jua

Oso jgn pandang rendah ikan bilis jgn main main there is 1000+ people inside

Koon?


i3lurker I think some super rich Gang must have bought it up continously so many days already

10/11/2020 5:29 PM

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Remember lagi PBB after sangat wary diluted FV 0.75?

Yg ni kerja underwriter IB ke sbb Vietnam IPP COD?


Sarifah bet is on Vietnam IPP COD

Remember lagi PBB after sangat wary diluted FV 0.75?

Asal kan yg tu keep selling Razali x jual JAKS kan go up

DIY???

U ni MrDIY?

andy is so misunderstood


i3lurker Big shareholders will press price down
dun want people to subscribe RI

Cheers

:)
05/11/2020 9:03 AM