Posted by Steady Punpipi > 2021-07-07 08:27 | Report Abuse

SELL JAKS MOVE ON TO SDK !!!

Posted by lawrgan > 2021-07-07 08:30 | Report Abuse

Don't waste time to create fear. Ka Ka cau cau only

Posted by Bgt 9963 > 2021-07-07 08:38 |

Post removed.Why?

Posted by Steady Punpipi > 2021-07-07 09:27 | Report Abuse

SELL JAKS MOVE ON TO SDK !!!

Posted by Armageddon > 2021-07-07 10:27 | Report Abuse

Jaks is going down!!! Clearance sales!!!!

Posted by ggcomliao > 2021-07-07 13:26 | Report Abuse

kam lan la conpipi

Posted by Bgt 9963 > 2021-07-07 14:21 |

Post removed.Why?

Posted by Trader258 > 2021-07-07 15:37 | Report Abuse

Looks like SDK's penthouse resident going everywhere to market the counter ..ahh? lol.

Posted by Dangel > 2021-07-07 17:47 | Report Abuse

Time to accumulate!

Posted by Hoho22 > 2021-07-07 17:49 | Report Abuse

Salted fish!

Posted by awesome20 > 2021-07-07 17:51 | Report Abuse

yesterday many volume, tadah jaks this friday before 4pm

Posted by ggcomliao > 2021-07-08 18:47 | Report Abuse

jaks MOU

Posted by hng33 > 2021-07-08 19:36 | Report Abuse

1. Coal fire power 1200 MW (30-40% ownership)
2. Solar power 50 MW (100% own)
3. hydropower ? (JV with Sabah gov)

Posted by hng33 > 2021-07-08 19:38 | Report Abuse

Current price 46.5sen is even lower than recent private placement 47.5sen to develop solar power plant (50MW).

Posted by hng33 > 2021-07-08 19:41 | Report Abuse

Jaks is on right path to concentrate on power generation concession business model now, ensure steady long term profit over 25 year (coal power), 21 year (solar power) and potential next hydropwer (25-30 year)

Posted by Gohgal > 2021-07-08 19:46 | Report Abuse

takut pp again....

Posted by hng33 > 2021-07-08 20:08 | Report Abuse

Recent private placement at 47.5sen already raise up RM 130m, together with recent director share option exercise price for 53.8sen raise fund RM 38m, total fresh fund raise now RM 168m.


1. Coal power (1200MW) - completed and fully COD in Jan 2021. The profit generated will accumulated for Jaks to subscribed additional 10% equity from 30% stake to 40%. Therefore, no further is needed

2. Solar power (50MW) need RM 50m equity capital + concession back debt - RM 50m already fully equip now and awaiting former PPA signing with Tenaga by Aug 2021.

3. Hydropower and additional solar power in Sabah - Balance fresh capital RM 118m is ready to fund equity portion for any new Power plant later.

Thus, Jaks now is in much better position to bid more power plant.

Posted by SarifahSelinder > 2021-07-09 10:08 | Report Abuse

Know the ways of the real world Andy ni

Tanya potential JV...

Wat do u bring wit u Andy?

JAKS siap bikin big Vietnam IPP

JAKS ada byk money kat piggy

In d real world one kena flaunt one's CV dan money to get JV to get more money

Apa kena guarantee no more PP?

0 real world experience u ni sslee

Posted by SarifahSelinder > 2021-07-09 10:10 | Report Abuse

Andy man in a hurry

Posted by Pinky > 2021-07-09 11:34 | Report Abuse

A stock with zero dividend. What's the appeal here?

Posted by hng33 > 2021-07-09 11:57 | Report Abuse

Jaks Vietnam IPP need at least 2 year to retain its portion of profit in order exercise it option to subscribe additional 10%, rising ifrom 30 to 40%. Therefore, jaks only able to distribute dividend from Vietnam IPP after 3 year operation.

Meantime, jaks will continue report steady profit from IPP with step up increment 2 year later arising from increase stake from 30 to 40%.

Posted by hng33 > 2021-07-09 12:05 | Report Abuse

Even without dividend for next 2 year, jaks stable profit from IPP still worth at least RM 130m, translating to EPS 11sen, PE valuation <5x still is investment grade stock, albeit offset partially by loss in local operation

Posted by SinGor > 2021-07-09 18:14 | Report Abuse

Local Construction / Property Delay in Selangor MCO area will impact Jaks next 2 quarters results
Suke Highway 750m should be finished end 2020 will Delay to 2022. I think Dec 2021 is a better
time to enter Jaks, atleast Covid can be contained and politics has clearer view

Posted by Sslee > 2021-07-09 19:03 | Report Abuse

JAKS
Market Cap: 970 Million
NOSH: 2,042 Million

Type: Warrants WC
Sector:
Listing Date: Nov 26, 2020
Maturity Date: Nov 18, 2025
Issue Size: 540,050,650
Exercise Price: MYR 0.49
Ratio: 1:1
Underlying Stock: JAKS


Type: Warrants WB
Sector:
Listing Date: Dec 20, 2018
Maturity Date: Dec 13, 2023
Issue Size: 102,428,430
Exercise Price: MYR 0.34
Ratio:
Underlying Stock: JAKS

So what will be JAKS NOSH?
Not forgeting with any new conversion another 15% LTIP

Posted by Sslee > 2021-07-10 10:11 | Report Abuse

Just for information:
Reply from JAKS IR
Dear Mr Lee

With reference to the above matter, I would like to inform you that all of your questions under Group A and Group B were addressed during the AGM held last week.

However, due to the time constraint during the AGM, we were unable take up all the live questions posted to us. Nevertheless, please be advised that all relevant questions will be compiled and answered accordingly, which will then be uploaded in our website in due course.

Thank you.

Regards
JAKS IR

My reply:
Dear Sandra Tan,

Thank you for the information that all of my questions under Group A and Group B were addressed during the AGM held last week and due to the time constraint during the AGM, the Board and Management were unable to take up all the live questions posted.

Nevertheless, all relevant questions will be compiled and answered accordingly, which will then be uploaded in JRB’s website in due course.

I am looking forward to reading the Q&A when it is posted at JRB’s website.

Thank you

Best Regards

Posted by Sslee > 2021-07-10 10:17 | Report Abuse

http://www.jaks.com.my/investors.php

You can read the AGM key matters discussed at above JRB's website.

Posted by Sslee > 2021-07-10 11:34 | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2021-07-10-story-h1567920405-JAKS_19th_AGM_Q_A.jsp

Jaks 19th AGM Q&A

Posted by stockwin > 2021-07-10 16:42 | Report Abuse

Thank you SSlee for your posting.

Posted by ivanlau > 2021-07-10 20:10 | Report Abuse

--------- quote ----
Stock: [JAKS]: JAKS RESOURCES BHD

Jun 1, 2021 1:40 PM | Report Abuse

As per my calculation, pls only consider this stock at 46 cents in year 2021.
-------- unquote ------

today closing 0.475 !!!

Posted by ExtremeFocus > 2021-07-10 22:28 | Report Abuse

keep accumulate if drop more, if you have bullet...

Posted by slts > 2021-07-10 22:41 | Report Abuse

why keep buying a co. with poor cash flow
cannot execute any jobs efficiently
better look else way

Posted by sense maker > 2021-07-11 12:10 | Report Abuse

He gave you accounting profits, you gave him cash.

Posted by Sslee > 2021-07-12 09:58 | Report Abuse

Haha,
You gave him cash (PP and RI), he gave your more shares and awarded himself 15% free shares.

Posted by lloydlim > 2021-07-12 10:57 | Report Abuse

Time to accumulate!

Posted by ivanlau > 2021-07-12 18:58 | Report Abuse

-------- quote ------
Stock: [JAKS]: JAKS RESOURCES BHD

Jul 10, 2021 8:10 PM | Report Abuse

--------- quote ----
Stock: [JAKS]: JAKS RESOURCES BHD

Jun 1, 2021 1:40 PM | Report Abuse

As per my calculation, pls only consider this stock at 46 cents in year 2021.
-------- unquote ------

today closing 0.475 !!!

----------- unquote --------

today closing 0.46 !!!

Posted by hng33 > 2021-07-13 11:06 | Report Abuse

If jaks able to rectify broiler unit 1, improved load operation efficiency from 80% to 95%, jaks should be able to record profit from 36m/ quarter to RM 45m/ quarter.

Since jaks Vietnam profit is tax exampted with USD denomination, jaks should report even higher RM profit with exchange rate higher at 4.19

Posted by hng33 > 2021-07-13 11:44 | Report Abuse

Dear sslee

Jaks incentive plan include 2 plan
1. Share grant 15% - free share, alrdy fully granted to director last year

2. Share option 15% - director need to pay to exercise option in accord to ioemmarket price with some discount. These plan have just recently start paetially exercise by director by paying 53sen per share. The remaining balance share option have extended now.

Posted by luckyman > 2021-07-13 13:32 | Report Abuse

Peter Lynch: 6 Mistakes Every Investor Makes

https://www.youtube.com/watch?v=dTbxOqANZzY

Posted by ValueInvestor888 > 2021-07-13 15:53 | Report Abuse

Recent 15% private placement mainly for low margin project of solar power and some goes to paying ALP and staff salaries. Discounting this 15% dilutive PP, jaks still worth much more than its current price of 46.5 sen due to its power plant in Vietnam.

Posted by hng33 > 2021-07-13 16:25 | Report Abuse

Solar power still command high single digit profit margin. Although lower than coal fire power in Vietnam 12% profit margin, but still better than loss making local construction/ mall business.

Solar power is viable and earning accretive long term business with secure by 21 year concession

Posted by Maurice1688 > 2021-07-14 13:40 | Report Abuse

can buy now?

Posted by Armageddon > 2021-07-15 10:25 | Report Abuse

Jaks going to fly liow!!!!!

Posted by CITADEL > 2021-07-15 10:26 | Report Abuse

NOW STILL 1 BILLION MARKET CAP,EXPENSIVE

Posted by hng33 > 2021-07-15 12:31 | Report Abuse

USD >4.20, the strength in USD, the higher jaks RM profit

Posted by Armageddon > 2021-07-15 15:42 | Report Abuse

Can the shark push to 0.50 cents today.............

Posted by Kristina Melody > 2021-07-15 17:19 | Report Abuse

nothing happen here. tin kosong only.

Posted by paktua73 > 2021-07-16 10:26 | Report Abuse

waaa waa paktua on deep trouble here..
hold 380k unit everage at 0.65**
now jaks 0.47...
tak taw how many year ..
will be back above rm1.10..
waaa waa

tut tut
tersadai di lautan jaks tanpa penghujung
huhu

Posted by BigZakar > 2021-07-16 15:15 | Report Abuse

last call, before the rocket launch .............tp Rm1 by end of year

Posted by Kristina Melody > 2021-07-19 22:58 | Report Abuse

like wanna naik xnak naik....

Posted by Surge > 2021-07-19 23:42 | Report Abuse

This counter looking brilliant