Jaks is a small company but doing big business . fund raising is

inevitable .

Posted by Cnlim > Oct 3, 2021 9:26 AM | Report Abuse

Aseng why is jak price still going south when they have the most lucrative investment term in Vietnam




This is a very good question . Thank you .

Answer : FEAR OF FURTHER FUND RAISING AND EPS DILUTION

NO! Jaks is not in China . in fact China environmental policy has benefited Jaks . Jaks is the last company in Vietnam and you will never find another company that enjoy the same lucrative terms and condition of the BOD project in Vietnam

Let's us be one of the few to tell the world that we have the wisdom to do it right . " while others are fearful , we are greedy or undisturbed". WE KNOW WHAT WE ARE DOING . WE BELIEVE WHAT WE ARE DOING IS RIGHT .

what about the rotten domestic property segment ? but if we see it from another angle , isn't it also a strong rerating catalyst if there is news some days later it is successfully disposed or turn around after the lock down and recovery .

stay with us for 2 more years , 2 more years for a company that promises us improving positive income generated from the current power plant and also the future solar , hydro and LNG energy. JAKS WILL NEVER REPORT NEGATIVE INCOME FROM NOW

we understand the truth is that shares investment is just a game we win some here and lose some there . we wait a longer time here and shorter time there to see the return . it is ok for us . no one has promised us anything but we promise ourselves we must do it right but yet the right doesn't mean it is a guaranteed success but just a higher probability of success .

we know what we are doing and believe what we are doing is right . we accept the fact that the market may take a little longer to tell the world we right . we can wait .

https://klse.i3investor.com/blogs/jennylohsharing/2020-12-17-story-h1538277157-Jaks_Resources_The_Most_Reliable_Earnings_Guidance_for_JHDP.jsp

it is easy to say "sorry" bur damage already done

our intention can be good but conclusion based on limited knowledge can kill many

just focus on a small part of the picture will make you miss the beauty of the whole picture

http://www.sharetisfy.com/2020/08/jaks-resources-why-is-jhdp-guaranteed.html

Wilburr2, one thing you forget to mention is that more than 85% of the payment is capacity payment which is guaranteed by the vietment government for foreign investment return .this clearly indicated Calvin concern is totally misleading , not factual but common sense based.

Please do a research for the BOD agreement , especially about the capacity payment before you exercise your kindness based on your common sense

your kindness had done a big damage to the people that Jesus love them so much

you are very kind but you do not have the wisdom to exercise your kindness

not misconstrued but misleading

jika tak boleh buat baik , jangan buat jahat. kerana tak buat jahat itu sudh cukup baik.

Aseng sifu : if you cannot tell the truth , then do not create your own story based on common sense . it is a sin . why it is a sin ? your irresponsible stories which do not do you any good or gain you any respect but have misled the ignorant trader to suffer a big loss . their loss is because of your irresponsible behavior , so it is fair to be debited in your life history . you got to pay for it . this life or next life. beware of what you said

conclusion : if it is better for you to keep quiet than to say something , then it is wise to not say anything

Calvin,

it is better to ask if you have not read the agreement of the BOD, than to make wild guessing based on common sense . you are good Christian , please...lah do not make Jesus cries because of your irresponsible behavior . Aseng sifu advice: never talk like an expert when you do not know



calvintaneng// I see SSLee very concern for Aseng and Aseng is resolved to die die hold Jaks

Now with coal prices sky high Jaks will face a bleak winter

don't think Viet Govt will bear the huge loss from coal and let Jaks make good money selling electricity

It takes two hands to clap

If Coal at such lofty price there is no way Jaks will be unscathed

Better follow SSLee and buy his Bplant better

thank you my good friends

as long as I am walking at the right path and did not die halfway because of the storms and fear , I will arrived at the destination . may be 1 year . may be 2 years, as long as each quarter result is telling me the path I have chosen is right .

my logic is very simple , if I can lose in the right place , the it is near impossible to win in the wrong place.

no one can guarantee our success in the shares market , but we can choose to lose at the right place .

I rather lose my money in an invest I am best informed , than to lose in an investment that I do not know what I am doing

my strength is I can wait . and my most valuable asset is that i have no regret of the outcome as long as my figures wrong is not proven wrong by the company result . What I am doing is right , if there is a second chance , I will still choose the same .

which counter in Bursa can provide a clear picture of more than 300% in 2 years times ? if you can name me one, i will switch to it without any hesitation .

which business has no impairment ? moreover DK had already provided a 30M impairment loss for 5 years and arrived at a fair value of 1.50 for 3 billions share with all the warrants , PP , ESSOS exercised

so, how to get a more reliable figure ? I scare my group members will screw me if i talk too much here

Dear Sslee, my good friend . RM150M is not an normalized figure . it is not fair to assume the plant is operating at 100% efficiency at the initial stage of its operation .

sorry , less 5 years of RM 30Mnegative cash flow from domestic business NOT RM50M said earlier . sorry for my mistake

My good friend, please ask someone who is an expert in power plant and also and also good in relative valuation to do you a favor is better than Aseng who is only good to read the report but has a little wisdom to judge whether the report is valid , fair and unbiased .

How to get the figure RM 1.5? This is not something an ordinary man can provide a reliable calculation . it certainly required some higher level of professionalism .

NOSH is 3 billions shares . assuming full exercise of Jakw-wb , wc, ESSOS , free grant + 20%pp

Bye. I choose to go back to my group where we share all the latest development of Jaks generously , sincerely , fair and unbiased .that you can not see here .

I did not ask you to buy ,I can't stop you to sell if you choose to friend with the fearmonger. You don't sell , then there is mot enough shares for the big boys to buy more at a cheap price. Look at trading yourself , whatever tickets sold at 0.47 are well taken up . Who buy ? I don't know . Who sell ? The one who choose to believe fearmonger more than fact and data . Do your home or consult your teacher before you make any trading decision

Jaks shares price has already found its strong support at 0.47, the down side is limited but the potential of 25 years strong earning is still intact. China is not going to support any future coal fired power plant , this mean there is no more lucrative power plant project that is guaranteed to make profit other than the JHDP. which is owned by Jaks . The power plant had commenced selling electricity to the Vietnam government. The payment is guaranteed by the government, 85% capacity payment and 15 % energy payment . We had seen with our own eyes, the earning contributed from the investment is increasing from quarter to quarter, even though at the initially stage which the operating cost is high.. then what is the fair value of Jaks based on DCF calculation with a 5 years provision of 50M domestic business loss done by DK, an accountant who is an expert in power plant , the fair value is RM 1.5 . Based on this figure , the potential upside is more than 300% . These are all facts and data you can easily verify it yourself and so far no one can prove it wrong . To make money or not to make money and how to make money is individual choice . No one force you to buy a stock that you do not know well and lazy to do your home work and choose to believe all the nonsense created by some fearmongers . If you choose to believe the fact and data , then be my friend . If you choose to believe the fearmonger, then quick quick sell , you don't sell , the bankers have no chance to collect cheap from you

my good friends,

I had already played my role here .

before I say bye and come back again ,

i wish to reiterate

I am more confident we are waiting at the right path to success.

Bye-bye .

see you again later .

I am going back to my home sweet home now .

Dear Sslee ,


who is the owner of ICD ?

same group of people in JIC ?

my common sense ,

for a limited listed company , normally there is a director guarantee for inter company loan

So am I wrong to ask.
Question 1: INED may I ask, JIC “Pacific Star” project, Net liabilities RM (174,733,667) due to Liquidated and Ascertained Damages payment for delay handover of properties to buyers. Had INED done a post mortem and held Management/Executive Directors answerable, accountable and responsible for the mismanagement of the project



Answer : NOt wrong but make people angry and ignore your question .


similar to a ka-ka-cau-cau that serve no purpose

if i were you, I will focus on the net liabilities RM174733667. how it is agreed upon by both parties ?

laughingmosquito apek seng is a dude man, talk nothing meaningful!
02/07/2021 2:17 PM



diam lah.....

this is why DK doesn't want to come here to talk .
and you learn nothing

ka-ka-cau-cau

don't knot for what ?

now we see is a clearer picture .

the power plant .

the company new life

LAD has become a history . no more LAD from now for Jaks

this provides a valid reason to make a police report for CBT or whatever wrong doing if parent company gives loans to subsidiary is as simple as parents gives loans to their children.

this argument is beautiful


"These loans to subsidiary are documented and discussed by BOD and theirs lawyers n accountants. DO you have a copy of those intercompany loan ageements?

The parent company finally sold off the subsidiary. DO you have a copy of those SALE of subsidiary agreements? maybe a clause said WHEREBY parties agrees to waive the loans. "

so why worry the receivable can not be recover now ? why make the conclusion now this intercompany loan with interest is certainly can not be recovered . isn't it biased ?

very reasonable argument . In most cases there directors guarantee of loan too. it is not that easy to wash money like we imagine

Please work hard to find out the truth . share with us later.


Dont make known you questions here too early before you have a solid answers, if you know only the management can answer your question .


You questions can provide a wrong picture for our good friends GGcomlia and laughingmosqito who have nothing better to tell but still want to tell . worst still like to ka-ka-cau-cau when we are discussing something serious and will bring good knowledge to everyone here .