Posted by smachian > 2021-07-22 10:45 | Report Abuse

I've been working on renewable especially on solar since 2001.
Capacity declered (MW) were based on AC (actual generating capacity export) - no need loss factore excep for technical transmission loss) which very insignificant as menergy meter were located no far from solar farm.
Plus point for solar power:
1. constant revenue with quit consistant energy yield for contract tenure.
2. Good cash flow as TNB is a very good pay-master.
3. Repair & maintenance (including scheduled inverter repalcement) already factored in financial model.
4. LSS 1 & 2 really good price for project owner.

Posted by Karlos > 2021-07-22 11:28 | Report Abuse

The total already secured capacity of solar assets alone owned and operated by Cypark will reach over 375MWp. Mind you this does not include other renewable energy projects using municipal wastes, biogas and other form of feedstocks. Owner and operator will gain over long term during the PPA duration with robust cash flow. Suppliers or contractors will only make one off gain, if any.
Cypark is also with Johor and Melaka states bidding for the WtE projects in the two states. Worth noting Cypark also operate a no municipal waste dumps, its old biz .

Posted by Karlos > 2021-07-22 11:51 | Report Abuse

Must remember too that the rate per kWh obtained by Cypark are higher and more profitable as these projects were secured earlier and therefore have better rates. The current rates are very highly competitive .

Posted by mni75 > 2021-07-22 22:21 | Report Abuse

Good discussion here..This way we can anticipate on our investment value, thus able to make good decision for investing in this company.

So

Posted by mni75 > 2021-07-22 22:42 | Report Abuse

150mw will generate revenue about RM87.5M in 2021 and 395 MW will generate revenue RM216.46M in 2022.

The construction of the solar PV energy generating facility with 173 MWp LSS3 project in Merchang, Marang, Terengganu Darul Iman.

Upon completion of the Facility, as well as the Group’s 25 MW WTE plant in Tanah Merah, Negeri Sembilan Darul Khusus, the Group will increase its ownership of RE assets capacity to 245 MWp from its current operating capacity of 47 MWp.

In addition to its own assets, the Group will operate a total of 150 MWp solar assets including the 100 MWp floating solar by middle 2021 under its engineering,procurement and construction plus operation and management long term contract.

In total, the Group is expected to have secured capacity of solar assets built, owned and/or operated by the Group of over 395 MWp by the financial year ending 31 October 2022.

This is base on assumption only not accurate.

Posted by jueblue > 2021-07-23 07:16 | Report Abuse

Bila Private Placement akan selesai dan agak2 pada harga berapa RM? Anyone know?

Posted by newbie9893 > 2021-07-23 15:28 | Report Abuse

loading as much as you can..going to fly very soon

Posted by newbie9893 > 2021-07-23 15:35 | Report Abuse

slowly but surely..buy..........

Posted by mni75 > 2021-07-23 21:27 | Report Abuse

Goldencross Alert
CYPARK, Daily Swing
 price = 0.905, volume = 3.486M

Posted by star168 > 2021-07-25 13:44 | Report Abuse

Covid getting serious, political unstable. Hmm still long way to go

Posted by risktoreward > 2021-07-26 10:09 | Report Abuse

cash out @ 0.91 first, need capital

Posted by newbie9893 > 2021-07-26 10:40 | Report Abuse

cypark uptread mode..slowly but surely

Posted by star168 > 2021-07-26 10:52 | Report Abuse

Uptrend coming???

Posted by mni75 > 2021-07-27 10:52 | Report Abuse

yes..coming

Posted by Karlos > 2021-07-27 11:11 | Report Abuse

Once Cypark announce the completion of WtE Project at LTM, the price will shoot up or even before announcement as it is currently very underpriced.
Those who know and understand the biz and the biz model of Cypark will have no issue at all on high leverage and negative cashflow flows from operation and investing.

Posted by lloydlim > 2021-07-27 12:23 | Report Abuse

Time to accumulate!

Posted by DickyMe > 2021-07-27 12:25 | Report Abuse

Time to cabut, if you are stuck!

Posted by star168 > 2021-07-27 12:41 | Report Abuse

Shhh, just keep quiet to accumulated. Let someone dont know buy high price.

Posted by anzhsb > 2021-07-27 14:57 | Report Abuse

what so special today ? why it jump so high
?

Posted by star168 > 2021-07-27 15:09 | Report Abuse

Esos cancelled

Posted by star168 > 2021-07-27 15:09 | Report Abuse

Good for shareholders

Posted by star168 > 2021-07-27 15:09 | Report Abuse

Rm1 coming soon

Posted by Serendipity > 2021-07-27 15:47 | Report Abuse

this star168 is like lalang haha

Posted by Karlos > 2021-07-27 17:29 | Report Abuse

Cancellation of ESOS is definitely good for shareholders. Cypark has not only keep issuing ESOS to directors/major shareholders but reducing the price to a ridiculously low price.

Posted by Bgt 9963 > 2021-07-27 17:35 |

Post removed.Why?

Posted by star168 > 2021-07-27 18:42 | Report Abuse

Haha wat i say is true, blablabla... Just alot ppl keep say cypark high debt like serbadk, you guy really understand bo

Posted by EatCoconutCanWin > 2021-07-28 08:57 | Report Abuse

go go fighting

Posted by PenguinSociety > 2021-07-28 09:48 | Report Abuse

wow. both CYPARK and SOLARVEST are going uppppppppppppppp! SOLAR THEME new BULL CYCLE?!

Posted by TalkC > 2021-07-28 11:46 | Report Abuse

cypark up? are u daydreaming?

Posted by Karlos > 2021-07-29 12:33 | Report Abuse

Don't worry too much about the stock going up or even down. Best know what you are buying. If it goes down, just buy it. If it goes up beyond its intrinsic value or what you value, just sell it or take profit. We have no control of market price but we can definitely take advantage of what prices the market offer to us.

Posted by smartly > 2021-07-29 18:31 | Report Abuse

can't you see ? fund raising again. another serbadk in making...

Posted by wallstreetrookie > 2021-07-29 18:34 | Report Abuse

Cypark 753k shares short. Be really careful. Insanely high debt/equity ratio with no moat. The better company to bet on green energy would be local electronics companies at Batu Kawan. Not some government contractors.

Posted by koowakzai > 2021-07-29 18:56 | Report Abuse

Private placement at 90 sen. For 20 million share. This should give a strong support. Investor who subscribe to this private placement should have the insider news and business of cypark moving forward. Its a call buy at this price. If it drop below 90 sen is good to collect.

Posted by wallstreetrookie > 2021-07-29 19:01 | Report Abuse

I've seen share prices drop below private placement subscription price. So your thesis does not really hold.

Posted by AhHuat01 > 2021-07-29 21:05 | Report Abuse

if that's the case, who would want to subscribe to PP? does not make sense to me...

Posted by Karlos > 2021-07-30 08:43 | Report Abuse

In the stock market any thing can happen and market price can be disconnected to value. Value is highly subjective but market price is real, you can trade (buy or sell) on it.

Posted by Bgt 9963 > 2021-07-30 08:53 |

Post removed.Why?

Posted by Karlos > 2021-07-30 09:09 | Report Abuse

PP are normally priced at a discount to the market price otherwise PP shares may not be subscribed. So if PP for Cypark is 90 sen, it shows that the company and the subscribers are very confident the value of the stock is above 90 sen, which is definitely the case.

Posted by Serendipity > 2021-07-30 09:44 | Report Abuse

@wallstreetrookie - Batu kawan does green energy and local electronics? is this a different Batu kawan than the plantation Batu kawan?

Posted by Serendipity > 2021-07-30 09:48 | Report Abuse

the PP subscriber would probably still go on and take on the PP even if the share price drops if they think the company has value. they can't buy that much shares in the market without driving the price up

Posted by smartly > 2021-07-30 12:22 | Report Abuse

still in fantasy...get out as soon as u can

Posted by star168 > 2021-07-30 12:26 | Report Abuse

Now price below PP.

Posted by AhHuat01 > 2021-07-30 12:28 | Report Abuse

@Serendipity, well, this explanation make sense to me now.

btw, will they announce the subscriber identity once it is finalized?

Posted by star168 > 2021-07-30 12:34 | Report Abuse

May i know, current price is below PP price, who going to buy PP? No make sense

Posted by sephirohn12 > 2021-07-30 13:00 | Report Abuse

Those buy pp can buy 20mil share with 90sen..but i think open market difficult to buy 20mil share with 90sen..

Posted by Serendipity > 2021-07-30 15:42 | Report Abuse

@AhHuat01 - i dont know but I dont think so unless the subscriber breach 5% and they have to announce with Bursa

Posted by Karlos > 2021-08-01 10:32 | Report Abuse

The intrinsic value of Cypark is definitely way above PP price of 90 sen. Cypark price was probably being depressed to get the price of placement shares as low as possible since only certain well connected people are offered. This is very unfair to existing shareholders especially when the issue is big percentage wise. Cypaark should have done rights issue, which is fair to all even to those who don't want to subscribe as they can always sell their entitlement.

Cypark market price could have certainly performed much better if not for too many PP including this current 20% and ESOS priced and repriced way below market. ESOS is supposed to provide incentives to the employees but where is the incentive then if ESOS is repriced much below market price? It only provide incentive for Directors/controlling shareholders to sell the shares that they already owned and replaced them with cheaper shares via ESOS for quick and guaranteed gains. This kind of ESOS in fact encourage bad behaviors at the cost to minority shredders.

Posted by star168 > 2021-08-01 13:16 | Report Abuse

Agree to karlos say

Posted by DickyMe > 2021-08-03 09:31 |

Post removed.Why?

Posted by Valuvestor > 2021-08-07 10:21 | Report Abuse

Can anyone in the vicinity of Port Dickson take a look at the Ladang Tanah Merah waste-to-energy building site and see if anything is happening?