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 | Report Abuse

Hoho Q2FYE2022 Share of Profit is the Lowest for FYE21 and 22 , RM 29.6 million, was due to Lower Production Rate .

Coming QR is anticipated of a Better result, due to Higher Demand???

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

Hoho oh on Lima 2023 , Gov only published the LOA n LOI Figures , not MOU Figures.

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 | Report Abuse

Hoho another Good Day for Fishing …

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 |

Post removed.Why?

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

Hoho on Coal investment, refer to my earlier posts …

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

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

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Posted by UlarSawa > 2023-07-27 10:05 |

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Posted by Johnchew5 > 2023-07-27 10:05 | Report Abuse

Hoho oh Insas had increased Divfex from 19.97 % to 25.72 % … RP submitted oredi since 2020 le ??

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

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Posted by UlarSawa > 2023-07-27 10:31 | Report Abuse

Vietnam’s Carbon Market: Progress Report
March 30, 2023
Posted by Vietnam Briefing
Written by Binh Truong
Reading Time: 5 minutes
Vietnam is making significant progress towards creating a carbon trading market, aiming to fulfill its COP26 commitments to reduce emissions and leverage the economic benefits associated with carbon markets. Here’s an overview of Vietnam’s efforts in establishing its own market.

During COP26, Vietnam made a commitment to attain net-zero carbon emissions by 2050, with a carbon market being touted as one of the most efficient strategies to achieve this objective.

Carbon markets raise the cost of carbon emissions, resulting in increased business expenses. This should motivate companies to reduce their environmental impact to improve bottom-line growth.

Further, carbon trading can generate economic advantages for the national economy. The global carbon credits market exceeded US$909 billion last year, with permits exchanged for 12.5 billion tons of carbon.

Yet, despite the potential financial gains from carbon trading, only the province of Quang Nam in Vietnam has so far pursued this opportunity.

This may be about to change, as the push to develop a domestic carbon market starts to get traction.

Vietnam’s carbon credit market plan

FIND BUSINESS SUPPORT
Get support with ESG in Vietnam ⟶

From 2015 to 2020, Vietnam was a part of the Partnership for Market Readiness (PMR). This was a program supported by the World Bank and designed to help establish legal frameworks and pilot markets for carbon that could be integrated with international carbon markets.
This was followed, on December 21, 2021, by Decision No.2157/QD-TTg, which established a National Steering Committee charged with ensuring that Vietnam meets the commitment it made at COP26. This marked Vietnam’s first legislated step toward realizing its ambitious goal.

This was further supplemented by Decision No. 01/2022/QD-TTg, which mandated a list of sectors and facilities that must conduct greenhouse gas inventories, including energy, transportation, construction, industrial processes, and agriculture-forestry.

Most recently, Decree 06/2022/ND-CP dated January 7, 2022 provided clear regulations for the development of Vietnam’s carbon market. It specifies two key periods:

2023-2027: Developing regulations on carbon credit management, quota exchange activities and carbon credit; developing regulations on the operation of carbon credit trading floors; piloting implementation of the mechanism of exchange and clearing of carbon credit from 2025.
2028: Officially operating a carbon credit trading floor; connecting the domestic carbon market with others in Asia and the global market.
Thus, from 2028, if factories and businesses cannot reduce their carbon output, they will have to purchase carbon credits to offset their emissions. Failure to do so may see those firms hit with administrative fines.

Posted by UlarSawa > 2023-07-27 10:32 | Report Abuse

https://www.vietnam-briefing.com/news/vietnams-carbon-market-2023.html/

Posted by Windy1974 > 2023-07-27 10:36 | Report Abuse

Let me be your fake technical analyst for the day. Jaks has seen huge volumes since 20/7. If volume persists and closed above 0.21, then the next target is 0.24. If 0.24 breaks, Jaks upward momentum would be confirmed.
I am a billionaire and my hobby is to help people make more money because i have a very good heart

Posted by UlarSawa > 2023-07-27 10:39 |

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Posted by UlarSawa > 2023-07-27 10:44 |

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Posted by Johnchew5 > 2023-07-27 10:48 |

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Posted by Johnchew5 > 2023-07-27 10:55 |

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Posted by UlarSawa > 2023-07-27 11:01 |

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Posted by Johnchew5 > 2023-07-27 11:02 |

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Posted by Johnchew5 > 2023-07-27 11:04 |

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Posted by Johnchew5 > 2023-07-27 11:06 |

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Posted by UlarSawa > 2023-07-27 11:06 |

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