1 person likes this.

19 comment(s). Last comment by WE IN 2022-01-12 17:27

Posted by sherlockman > 2022-01-09 19:24 | Report Abuse

nice style of writing :) Your genetec call was spot on and I believe your renewable energy stock will be another multi bagger too

gohkimhock

2,865 posts

Posted by gohkimhock > 2022-01-09 20:28 | Report Abuse

when we talk about renewable energy, nobody could beat Cypark..

Sslee

3,995 posts

Posted by Sslee > 2022-01-09 20:33 | Report Abuse

Haha,
Know what is the cost of RE (solar) and the IRR of RE?
A poor single digit IRR.

stockraider

31,527 posts

Posted by stockraider > 2022-01-10 12:27 | Report Abuse

Cypark on the surface appear profitable & undervalue but very heavy borrowing & over expansion has elevated its risk loh!

Karlos

1,251 posts

Posted by Karlos > 2022-01-10 14:39 | Report Abuse

Heavy borrowing is due to Cypark biz model. Cypark develop, own and operate, not merely as a contractor, a no of RE projects with REPPA with TNB as the off taker. The power purchase contracts for example, for solar. is 21 years and Cypark will reap future benefits with little risk by owning these capital intensive projects and mind you debts for financing these power projects are ring fenced.
It is worth nothing that many Cypark solar projects, for example, were developed earlier where the returns of investments are much more lucrative.

stockraider

31,527 posts

Posted by stockraider > 2022-01-10 14:44 | Report Abuse

Remember how serba collapse loh! It is bcos of high borrowing which was risk mah!

Posted by Karlos > Jan 10, 2022 2:39 PM | Report Abuse

Heavy borrowing is due to Cypark biz model. Cypark develop, own and operate, not merely as a contractor, a no of RE projects with REPPA with TNB as the off taker. The power purchase contracts for example, for solar. is 21 years and Cypark will reap future benefits with little risk by owning these capital intensive projects and mind you debts for financing these power projects are ring fenced.
It is worth nothing that many Cypark solar projects, for example, were developed earlier where the returns of investments are much more lucrative.

Posted by value_seeker > 2022-01-10 14:46 | Report Abuse

Are we talking about Jaks?

Karlos

1,251 posts

Posted by Karlos > 2022-01-10 14:52 | Report Abuse

Agree heavy borrowing not backed with assets that have no guaranteed future income can be dangerous. Heavy borrowing by itself can not be automatically construed as unhealthy. Must understand in detail how the borrowings are spend on.

stockraider

31,527 posts

Posted by stockraider > 2022-01-10 14:57 | Report Abuse

Yes...People thought they understand how the borrowing they took , is well spend but they don't mah!

Like the case of serba....it is too late loh!

In order to spot the danger early...u look at the ROE, the net positive cash flow, the trend, size & direction of the leverage and most importantly how far it is growing agst the shareholders fund mah!

Also the gestation period b4 they can actually break even mah!

Posted by Karlos > Jan 10, 2022 2:52 PM | Report Abuse

Agree heavy borrowing not backed with assets that have no guaranteed future income can be dangerous. Heavy borrowing by itself can not be automatically construed as unhealthy. Must understand in detail how the borrowings are spend on.

Posted by trading2019 > 2022-01-10 15:43 | Report Abuse

Pestech! :-)

Lanmum

360 posts

Posted by Lanmum > 2022-01-10 16:36 | Report Abuse

NO no. he talking about YB .... haha

Posted by ChongLeeWoon > 2022-01-10 21:21 | Report Abuse

Three letter counter hehe...

_ _ _

nowayout

69 posts

Posted by nowayout > 2022-01-10 21:40 | Report Abuse

Hmm...what could be the potential counter?Sound interesting

wehcant

1,259 posts

Posted by wehcant > 2022-01-10 23:30 | Report Abuse

It begins with K..

newguy0801

1,616 posts

Posted by newguy0801 > 2022-01-11 00:12 | Report Abuse

You mean KNM, but isn't the company full of debts and currently busy clearing them right now?

BenPg

211 posts

Posted by BenPg > 2022-01-11 06:23 | Report Abuse

The mystery company sounds like Crab

fl888

7,401 posts

Posted by fl888 > 2022-01-11 07:30 | Report Abuse

I think I have bought this dark house 3 letter counter already…..time will tell

amateurJR

2,366 posts

Posted by amateurJR > 2022-01-11 19:01 | Report Abuse

Cypark debt-ridden company

WE IN

79 posts

Posted by WE IN > 2022-01-12 17:27 | Report Abuse

KAB

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