Posted by probability > 2020-02-08 22:59 | Report Abuse

Just using a gap of 2 years between the cumulative cash out flow of US$ 1.87 Billion spent for the Power Plant and the first recurring future cash in flow from electricity Sales....estimated annual cash in flow would be RM 1.3 Billion to obtain an IRR of 12% .

The IRR of 12% is derived at an extremely conservative annual plant utilization rate of 6500 hrs.

For sure JAKS will increase their stakes to 40%...and for sure the operating hours will exceed 7200 hrs as it was found for Vinh Tan 1..

..........

IRR increases by approximately 1.4% for every 300 hrs rise in utilization.

This was the reason, the IRR was estimated to be on the mid teens at the initial stage of the project before Andy acquired a partner (CPECC).

After that...there was no need to reveal its true potential.

Posted by Armada An Quantum Leap Stock In 2019/2020 > 2020-02-10 09:26 | Report Abuse

哇好! 谢谢OTB 的亮点 分享

Posted by Armada An Quantum Leap Stock In 2019/2020 > 2020-02-10 09:35 | Report Abuse

Pls taking into account for shorterm oubreak from the wuhanv irus also as there are highly possible for Chineese engineers having difficulty to come back to the site after CNY holiday due to the outbreak.
However, the temporary set back may provide opportunity to add position for jaks.

Posted by OTB > 2020-02-10 10:06 |

Post removed.Why?

Posted by Cakes Moon > 2020-05-06 09:17 | Report Abuse

I take in Mr. Ooi advise and buy in Jaks yesterday!