Nevertheless, I strongly recommend readers to try to understand the article "Jaks Resources – Peer Comparison With Mong Duong II" because Mong Duong II is in fact a mirror (99.9% resemblance) for Jaks Hai Duong Power plant.
Note that the above tariff changes announced are only applicable to local coal power producers which are not subjected to the BOT contracts. Under BOT contracts, the plants must be returned to the Vietnam Government free of charge after 25 years operation period. Therefore, logically the returns from operation under BOT should accordingly be higher to compensate for the limited operation period.
v clear & understood !! This is akin to " guaranteed minimum payment " & akin to having an " auto cash generating machine " for 25 years !! --------------------------------------------------------- DK66 >Oct 3, 2019 8:10 PM | Report Abuse
Power plants under BOT contracts are protected by the PPA which has an element of Capacity payment which is paid to the plant operators regardless of anything; whether the plant is operating, output level, etc.
This is the minimum payment the plant operator will receive throughout the 25 years
So , apa kita mau lagi ? So, Abang Musang, our travel to Mini Station 1.50, Medium Station 2.50 , Big Station 3.50 & so on , is v safe & sound !! While we together sing along ur copyright song all day long !! Wet Wet Song Song !!
v clear & understood !! This is akin to " guaranteed minimum payment " & akin to having an " auto cash generating machine " for 25 years !! --------------------------------------------------------- DK66 >Oct 3, 2019 8:10 PM | Report Abuse
Power plants under BOT contracts are protected by the PPA which has an element of Capacity payment which is paid to the plant operators regardless of anything; whether the plant is operating, output level, etc.
This is the minimum payment the plant operator will receive throughout the 25 years
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
DK66
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Posted by DK66 > 2019-10-03 20:11 | Report Abuse
So, if you know the capacity payment, you know the minimum valuation of the power plant.