Posted by soon9913 > 2023-07-26 19:26 | Report Abuse

not much details in the MEMORANDUM, personal think should be those project request JAKS for funding so they can call for right issue..

project ady awarded if for construction..

Posted by Johnchew5 > 2023-07-26 20:32 |

Post removed.Why?

Posted by soon9913 > 2023-07-26 21:36 | Report Abuse

Malaysia projects also loss Making.. how can they manage project at italy??

Posted by Johnchew5 > 2023-07-26 22:05 |

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Posted by Johnchew5 > 2023-07-26 22:11 |

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Posted by Felix888 > 2023-07-26 22:13 | Report Abuse

John what is your comment on this?

Posted by speakup > 8 minutes ago | Report Abuse

Wce = Plus 2.0
Tenaga = Petronas 2.0

Posted by Johnchew5 > 2023-07-26 22:23 |

Post removed.Why?

Posted by Felix888 > 2023-07-26 22:26 | Report Abuse

He is bullshxtting WCE with highway terputus putus equal to PLUS and the company with highest debts in KLSE Malaysia equal to the PETRONAS cash cow of Malaysia. 🤣🤣🤣🤣🤣

Posted by i3lurker > 2023-07-26 22:35 | Report Abuse

the last time Nasty Uncle NiaSeng came out from 6 feet hole Jaks share price dropped 90%.

this time Nasty Uncle NiaSeng come out from 6 feet hole possible Jaks share price will drop 50% to below 10 sen?

Posted by Johnchew5 > 2023-07-26 22:39 |

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Posted by Johnchew5 > 2023-07-26 22:40 |

Post removed.Why?

Posted by Felix888 > 2023-07-26 22:44 | Report Abuse

Hahaha wow what a great investor.

Posted by Alibone > 2023-07-26 22:51 | Report Abuse

Can Buy Jaks ?

Posted by Alibone > 2023-07-26 22:52 | Report Abuse

solar MOU signed, good?

Posted by soon9913 > 2023-07-26 23:05 | Report Abuse

buy buy buy TP 0.5

Posted by WWCD1688 > 2023-07-26 23:11 | Report Abuse

can buy mou? 0.18

Posted by cheng21 > 2023-07-26 23:19 | Report Abuse

uncle i3lurker must be one of the member kicked out by uncle aseng

Posted by Just88 > 2023-07-27 00:02 | Report Abuse

Haha, I asked DK about the max IRR for JHDP and DK told me that I was right to say that the IRR cannot be more than 12%. Hence, capacity payments must be declining over the concession period. I was right, so how ?

Posted by i3lurker > 2023-07-27 00:31 |

Post removed.Why?

Posted by i3lurker > 2023-07-27 05:49 | Report Abuse

Money is very easy to make.
No need to crawl into 6 feet deep Forum holes and suffer.

Posted by Johnchew5 > 2023-07-27 06:59 |

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Posted by Johnchew5 > 2023-07-27 07:02 |

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Posted by Johnchew5 > 2023-07-27 07:32 | Report Abuse

>> Refer to the Latest QR , Share of Profit is reduced due to increase in interest expenses.

From key matters discussed reply on 36 : Share of Profit Breakdown by Quarter by Year …High Production Rate on Q3 and Q4 .

Posted by Johnchew5 > 2023-07-27 07:46 |

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Posted by Johnchew5 > 2023-07-27 07:57 |

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Posted by Sslee > 2023-07-27 08:35 | Report Abuse

The quarter percentage point increase will bring the fed funds rate to a target range of 5.25%-5.5%.

So interest hike again. Next few quarters, again Share of Profit is reduced due to increase in interest expenses.

Posted by Pinky > 2023-07-27 08:42 | Report Abuse

MOU

Master
Of
Unprofitable

Posted by Johnchew5 > 2023-07-27 08:54 |

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Posted by curiousq > 2023-07-27 08:55 | Report Abuse

OMG!! this couple comes again

Posted by Johnchew5 > 2023-07-27 08:55 | Report Abuse

Remember Do 3 Own : Own Homework, Own Analysis n Own DecisionS as only you know your Risk level . 


DecisionS: is changed Upon new information, new facts n figures.

Posted by UlarSawa > 2023-07-27 09:06 |

Post removed.Why?

Posted by Just88 > 2023-07-27 09:17 | Report Abuse

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/http://vepg.vn/wp-content/uploads/2019/10/373_QD_EVN_PPA_EN.pdf

The interpretation in Section 5 POWER PRICE NEGOTIATION AND PPA stated;

2. For small hydropower projects and other traditional energy projects:

For power plant projects with total installed capacity of at least 30MW, the power plants with installed capacity of less than 30MW voluntarily take part in the market, except for multitarget strategic hydropower plants, independent power plants invested in Build – Operate – Transfer (BOT) form and power plants using new renewable energy (wind, geothermal, tide and biomass), other power plants (when no private mechanism stipulated by Ministry of Industry and Trade, follow the regulations in Circular No. 56): Follow the regulations in Circular No. 56.

JHDP is regulated by circular 56

Posted by Just88 > 2023-07-27 09:24 | Report Abuse

Another article by Minh Ha-Duong. Three scenarios for coal power in Vietnam. 2019. chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://shs.hal.science/halshs-02263898v2/document stated that :

"The plan to procure a fleet of Build-Operate-Transfer projects goes on with small acceptable delays, foreign investors are satisfied by the 12% internal rate of return allowed in their Power Purchase Agreements". The author cited Circular 56/2014/TT-BCT on method of determination of electricity generation costs, sequence of inspection of power purchase agreement (PPA). 50 (Ministry of Industry and Trade, 2014) as source of reference.

Posted by Just88 > 2023-07-27 09:27 | Report Abuse

Didn't you receive this email from DK ?

Posted by WilburR2 > 2023-07-27 09:31 | Report Abuse

No.: 56/2014/TT-BCT
Hanoi, December 19, 2014


1. This Circular regulates:

a) Method of determination of electricity generation costs and specimen PPA applied to entities as prescribed in Clause 2 of this Article;

b) Sequence of inspection of PPA

2. This Circular applies to the following entities:

a) Generating units that own power plants connected with the national electricity system with total nominal capacity over 30MW, power plants with nominal capacity from 30MW and under volunteer to join electricity market except multi-target strategic hydroelectric plants, independent BOT power plants and power plants using renewable energy (wind, geothermy, tides and biomass);

Other power plants without a separate mechanism prescribed by the Ministry of Industry and Trade shall follow this Circular.

b) Other relevant organizations, individuals

Posted by WilburR2 > 2023-07-27 09:31 | Report Abuse

This Circular applies to the following entities:
a) Generating units that own power plants connected with the national electricity system with total nominal capacity over 30MW, power plants with nominal capacity from 30MW and under volunteer to join electricity market

Posted by WilburR2 > 2023-07-27 09:32 | Report Abuse

The circular does NOT applies to multi-target strategic hydroelectric plants, independent BOT power plants and power plants using renewable energy (wind, geothermy, tides and biomass);

Posted by WilburR2 > 2023-07-27 09:33 | Report Abuse

If one cannot understand the word EXCEPT he or she must been sleeping in school

Posted by Just88 > 2023-07-27 09:34 | Report Abuse

JHDP is more than 30MW

Posted by Just88 > 2023-07-27 09:35 | Report Abuse

no except

Posted by WilburR2 > 2023-07-27 09:35 | Report Abuse

Jaks is an independent BOT. It has a separate PPA

Posted by WilburR2 > 2023-07-27 09:36 | Report Abuse

Jaks IR already confirm that.

Posted by WilburR2 > 2023-07-27 09:37 | Report Abuse

Please do not sell half truths

Posted by somemore999 > 2023-07-27 09:37 | Report Abuse

your friend who hear you and sold at 0.180-0.185 now regret

Posted by Just88 > 2023-07-27 09:39 | Report Abuse

haha, IR said internal projection of equity IRR. What is Internal projection ?

Posted by Just88 > 2023-07-27 09:40 | Report Abuse

"The plan to procure a fleet of Build-Operate-Transfer projects goes on with small acceptable delays, foreign investors are satisfied by the 12% internal rate of return allowed in their Power Purchase Agreements". The author cited Circular 56/2014/TT-BCT on method of determination of electricity generation costs, sequence of inspection of power purchase agreement (PPA). 50 (Ministry of Industry and Trade, 2014) as source of reference.

Posted by Johnchew5 > 2023-07-27 10:00 |

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Posted by Johnchew5 > 2023-07-27 10:01 |

Post removed.Why?

Posted by UlarSawa > 2023-07-27 10:02 |

Post removed.Why?

Posted by UlarSawa > 2023-07-27 10:03 |

Post removed.Why?