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2023-10-24 21:33 | Report Abuse
Solar power now?
How to pay off debts ?
Point is : 12% reduction in Vietnam power tariff
Don’t have to be so desperate and change direction.
2023-10-24 18:46 | Report Abuse
Coal is not the future
Means Jaks plant also not the future
Can explain why Jaks will raise capital to buy extra 10%?
2023-10-24 18:44 | Report Abuse
When investors look at TA and FA, it’s for company with no big changes
With Jaks losing 12% of shared profit in the immediate future, TA still applicable?
🤣🤣
2023-10-24 13:19 | Report Abuse
Raising cash from Shareholders is what Jaks does best..
Not necessary 100% used for earmarked project. Money can be used elsewhere.
If money raised from Bank borrowings... then different. Unfortunately, JAKS has no access to bank funding.
2023-10-24 12:44 | Report Abuse
Investing is all about information.
12% reduction on tariff rate is a BIG impact for Jaks that rely solely on VN plant.
Latest update on Jaks Hai Duong Plant
In October 2023, Price for all coal plant power generated will be reduced from maximum (2022 price frame is 1.773,76/kWh) to new tariff rate ( 0 - 1.559,7 VND/kWh)
Earnings for Jaks will be reduced from Vietnam by 12% due to revised new power tariff.
Currency impact ( Paid in VN and Loan in USD) as disclosed by Bruce Wayne..
This time is really Mati Kudasai
https://vietnamenergy.vn/approving-the-coal-price-framework-electricity-generation-prices-from-the-coal-power-and-hpps-in-2023-31595.html
https://www.vietnam.vn/en/dien-than-cao-nhat-la-1-559-dong-kwh/
2023-10-24 09:50 | Report Abuse
Possible.. Definitely
When debt is resolved.. After Extension.. Bla Bla Bla... Next year
2023-10-23 21:39 | Report Abuse
Many stock investors are not i3 readers.
Many are not aware of latest tariff update from Vietnam. Maybe or not, local media will pick up on this news which I doubt so.
Investing is all about information.
12% reduction on tariff rate is a BIG impact for Jaks that rely solely on VN plant.
Latest update on Jaks Hai Duong Plant
In October 2023, Price for all coal plant power generated will be reduced from maximum (2022 price frame is 1.773,76/kWh) to new tariff rate ( 0 - 1.559,7 VND/kWh)
Earnings for Jaks will be reduced from Vietnam by 12% due to revised new power tariff.
Currency impact ( Paid in VN and Loan in USD) as disclosed by Bruce Wayne..
This time is really Mati Kudasai
https://vietnamenergy.vn/approving-the-coal-price-framework-electricity-generation-prices-from-the-coal-power-and-hpps-in-2023-31595.html
https://www.vietnam.vn/en/dien-than-cao-nhat-la-1-559-dong-kwh/
2023-10-23 10:17 | Report Abuse
That is before VN government announced new lower tariff rate..
This super low ROE is not even possible going ahead..
Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > 14 minutes ago | Report Abuse
ROE 3.81%
2023-10-23 10:16 | Report Abuse
Its his business.. not public..
Sendiri Kong Sendiri Song... Who can rebel?
Posted by Sslee > 15 minutes ago | Report Abuse
So what has Ang Lam Poah acheived to rightfully earned a salary n Bonus of RM 1,980,000
CEO Ang Lam Poah :
Salary n Bonus = RM 1,980,000 . EPF & Sosco = RM 235,002 . Allowances = RM 36,700 . Other Emoluments = RM 7,700,000 .
Total = RM 9,951,702 .
By the way those millions in impairment lose in goodwill and receivables are ALP unofficial extra incomes.
2023-10-23 08:54 | Report Abuse
To Jaks current investors and would be.
Breaking news for you
1) Revenue from Vietnam plant reduced from now onwards. Tariff rate has been reduced 12%
2) VN will be phasing out coal powered plant
3) China will eventually pull out from VN.
4) Jaks plant in VN is projected to report lower revenue for Q3
Food for thought
2023-10-23 06:33 | Report Abuse
U should be here.. It was Gunfight at OK Corral.
Wyatt Earp + Doc Holliday vs Clinton gang
😂😂
2023-10-23 06:25 | Report Abuse
Debt not resolved, it will be pointless to wait.
Multiple debts instruments are all tied up together.
Debt resolved, then up. Until then, it will be range bound.
2023-10-22 18:36 | Report Abuse
And ConMabel just reloaded at 88c, possibly more.....
Is that also Karma?
i3lurker
Its Karma time for CapA now.
Bank Negara does not issue refunds for RM drop after you buy RM.
likely CapA forex loss will exceed RM2 Billion soon.
2023-10-22 17:28 | Report Abuse
Hahaha.. so many Dong Fang Bu Bai here....
2023-10-22 17:25 | Report Abuse
I remember that id.. Steady PunPipi
Brash, arrogant.. challenges every Rela member posting in Serba thread... Probably left stock investment. His damage is too high. Many were caught.
Punpipi is brother in arms with Mabel.... Punpipi is late comer, Mabel was longer in Serba thread if I remember correctly.
Posted by Bruce_Wayne > 4 hours ago | Report Abuse
Diary of Conpipi
Postings by Steady Punpipi
https://klse.i3investor.com/web/cube/profile/1644999172450545
2023-10-22 10:35 | Report Abuse
Why all your copy and paste theories cannot be proven?
Want to challenge again?
Berani kerana benar or Takut kerana salah?
Prove me is Loganathanrhb
Prove me lost in Pmcorp
Easy peasy challenge.. Not even testing your TA and FA.. just testing your IQ 😁😁
Loser vanish from i3 forever
2023-10-22 09:48 | Report Abuse
Malaysians can go Israel for religious purposes. Just get a special permit
Not allowed is just generalization.
Posted by BobAxelrod33 > 9 minutes ago | Report Abuse
Please check your own Malaysian Passport.......HOLDER MAY TRAVEL TO ANY COUNTRIES, EXCEPT ISRAEL
2023-10-22 09:28 | Report Abuse
Haha... Israel still considered a country of its own..
How about Philippines?
Stock: [JAKS]: JAKS RESOURCES BERHAD
2023-10-25 05:42 | Report Abuse
Loan is in usd
Power Tariff in Dong
Tariff reduced by 12%
Revenue in June and July reduced due to shortage of coal
Profit reported but massive negative cash flow
All your points rebutted