Quote,"I received a request to do a comprehensive cash flow projection based on the confidential table of capacity charges I received recently. He requested for NPV valuation based on the net cash flow using 10-12% discountrequested for NPV valuation based on the net cash flow using 10-12% discount factor. He understood that it is very difficult to be precise on a long term projection and he quoted me saying "You don't need to know the weight of a man to tell if he is fat" unquote
So is Aseng saying? 1. It was DK that provide the confidential table of capacity charge to Gotyou. 2. Gotyou use Aseng good friend DK' inaccurate DCF to mislead the readers here.
My question since DK is an accountant then I would not thik DK will ever make a request to Gotyou for NPV valuation based on the net cash flow using 10-12% discount?
Most likely all the above have nothing to do with DK.
Posted by Asengkianjoo > Jul 24, 2023 12:09 PM | Report Abuse Dk is my good friend , he does not agree with what you did. He will slap you .
Most likely above is false. If it is true then Asengkianjoo can just call up DK and make clarification with DK and not simply talking without sense in this forum.
Why claim ignorance when KYY and later OTB had leave JAKS for good and red flagged poor/bad management and trustworthiness/integrity of BOD especially ALP?
As a trade no one will stop you to bottom fishing but as an investment the above article is very useful in telling you, you need to wait till 2031/32 to see a positive cashflow.
I believe i3 forum is a good place for everyone to post their diverse opinions/views on investment so that all can benefit from the diverse information and make their informed-investment decision.
As should everyone/anyone believe in God? That is an answer between everyone/anyone and everyone/anyone creator.
GOTYOU :I received a request to do a comprehensive cash flow projection based on the confidential table of capacity charges I received recently. He requested for NPV valuation based on the net cash flow using 10-12% discount factor. He understood that it is very difficult to be precise on a long term projection and he quoted me saying "You don't need to know the weight of a man to tell if he is fat". ..................................................... 1. who is the one requested you to do so ........ YOU DOT KNOW ? 2. how reliable is his shared information is valid and true ? ...... YOU DO NOT KNOW 3. What is the damage that will be done to the public if the information is not accurate ? .............. YOU DO NOT KNOW
i had deleted all the post . very very sorry . I am sinful. I will punish my self to donate RM 200 to UNICEF for the wrong I had made . please forgive me my good friend
Posted by Asengkianjoo > 4 days ago | Report Abuse If I were gotyou , I will keep quiet .let the mistake be mistake rather than to make another mistake after 2 mistake
Posted by Asengkianjoo > 4 days ago | Report Abuse Gotyou, do you know it is me who share with you the information . I never expect you can he that easily cheated
PP and RI are also nothing NEW !!! Jaks is small company doing a mega project . I have an earthwork construction company, my company also facing cashflow after MCO no works and we wish to replensish our mechinery to enhaance the company profitability . after all the PP , now we we among the top subcontractor in the field . what is the big deal of the cash squeeze , if the company still has a strong income from the power plant to restructure the repayment if needed . why amke thing so complicated . cash flow is just temporary , it can be resolve when the core business is still promising . you are an outsider , not even has a business of your , what nut do you know well other than playing with the figures
really Beh-Ta-Han ..., first time may be it is your ignorance . second time may be you are egoitic . third time now . i have good reason it is motive driven to supress the price to accumulate at low
soon9913, majority of the power plant profit is contributed by the capacity charge payments. Therefore higher or lower electricity production from the power plant will have marginal impact on the bottom line.
look at the price movent yourself , a TA beginner also can seethere is operator supporting the price at current level. i also do not hope to see the price spike up too , it will spoil the effort of the operate to collect more at a low cost , then limit up with a good news . what I said is reliable ? of course NOT reliable but reasonable and logical like what Gotyou did
assumption to repay loan to SG bank within 5 years also not realistic there is possibility for refinance another 5 or 10years.....? concession still have 22 years left...
take loan because no cash lo ...the article above mentioning up to 9 years negative cash flow ma.. it is not realistic to use 25 years income to pay for 5 year loan.. the loan has to be 10 / 15 years tenure only make sense
u see the assumption No 3 RM250m loans with 8.5% interest rate from Singapore Banks will be taken to subscribe for the 10% additional interest in JPP to be repaid over 5 years period.
Cash flows is the life blood of a company. Without disrespect to any parties or person. A negative cash flow for such a long period is disastrous not to mention a disincentive for any long investor pinning for dividend yoeld
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Posted by soon9913 > 2023-07-24 12:07 | Report Abuse
sense maker, you are right !! haha ,