Dk66,

your answer is more powerful than I had thought of .

Aseng 100% agree
price is moved by good news
"Good news from the power plant will surface any time."
Jaks is a good investment , fot those who have a strong faith jaks is a good buy ,to make big money is just the matter of time . everyone has his turn to enjoy the big success, now is the gloves , next will be jaks. when it comes , no-one will wait for you.



DK66// Aseng, it is now or never. Opportunity to talk it down is narrowing. Good news from the power plant will surface any time.
12/05/2020 6:17 PM

still talking about Jaks will go bankrupt.

if you tell DK66 or Icon8888 , then what is the reply

let's make a guess , see how far we are right

Dear Sslee,

do you mind to tell me what is your opinion on these 2 sayings ?


神秀说：“身是菩提树，心如明镜台，时时勤拂拭，勿使惹尘埃。”


惠能说：“菩提本无树，明镜亦非台，本来无一物，何处惹尘埃。”

Dear OTB,

we do not need the whole world to believe what we say or do is right
we only need some significant people in our life to tell us what we said or do is right

Aseng believe you are a good man .

加油。

OTB,

1. it is definitely wrong and stupid to say you cheat your subscribers

2. they shared your article here definitely has some impact on your business . you have a very good reason to get angry but you can't stop them . it is a very common unpatented business risk one got to bear everywhere.

but if you take it the other way round , less torture yourself, they are actually also helping you to promote your recommendation. the price will shoot higher and faster. your subscribers had made money, they are happy , we got it free of charge are also happy . a simple calculation will tell it is more than bad .

there is nothing to talk about fair or not fair to your subscribers . as far as i know , i have a group of friends about 10 people sharing 1 subscription from you,
you have only 1 way to sell, they have 10 ways to buy . what to do ?
the answer is yours.

DK66,

some fearmongers want to silent my brother but fail
hope and brightness have returned to this forum

“The only thing necessary for the triumph of evil is for good men to do nothing.” ― Edmund Burke.

my good brother ,
just do whatever you are happy to do
no burden , no pressure

Zero book value ?????

I buy from you
i give you 1 musang king 2kg
keep the change

I still remember many years ago I planted some durian in the land behind my house

some of my friends told me ,

when your durian has nowhere to sell , we will come to buy from you at 20cents per kilo

last year they came ,

bought from me RM25 per kilo.

conclusion :

you never know who is the God chosen winner ,
but
if you live with his teaching , you blame no-one even you are not chosen


investment is very simple
know what you buy to the best of your knowledge
if there is sifu like DK66 to help you
then
your job is very much easier and
your investment decision is most probability right IF YOU CAN WAIT
but
if you do not have the wisdom to convince yourself what he said is right or not right, then it is better not to come here , go to pant some durian behind your house

This is good enough

apa lu mau lagi ?

my good brother DK66,

you have not disappointed me , you are always my good brother whether later you decide to share here or not share here

I am 100% agree with what you said
" I m not god and I can't be happy if I m nailed to a cross"

be happy and be healthy that is what we had work so hard to achieve.

God bless



Posted by DK66 > May 12, 2020 12:03 PM | Report Abuse

Aseng,

Money is no longer a problem for me
Happiness is what I seek
I do not need to be selfish as there is enough money for everyone in Bursa
I gain happiness through sharing
But I must be able to share freely at my own will.
I m not god and I can't be happy if I m nailed to a cross
Enemies can't hurt me but friends can because I m here to share with my friends.
I m riding my journey here with FRIENDS only.
I won't demand appreciation, it has to come from the heart.
I won't stop just because no one said "thank you".
Don't worry, Aseng. To me, tomorrow is always a better day.
I never carry forward sad feelings.

Thank you

Dear Sslee,

Honestly you are one of a few people i am convinced very rational and wise
this is not my judgement . it is words from my sincere heart

i think you had missed the most important part of message, that is my simple intention which is not explicitly expressed in words. I am also a buddhist , definitely i know it is most unwise to be a the judge to share a good value . we never forget harmony is more precious than perfection



Posted by Aseng > May 12, 2020 11:48 AM | Report Abuse X



.......I just want to talk to DK66 about life because he is very confused why his kindness is not appreciated........

i3lurker,

you are not honest.

reasons:
1. if you are busy with glove and totally no time for jaks, then why still very active and busy here ?
An honest person will not tell lie

2. Jaks is a good investment , for those who has a strong faith ,to make big money is just the matter of time . everyone has his turn to enjoy the big success, now is the gloves , next will be jaks.

how I read your intention?
you still have not convinced yourself to buy , but when the price is pressed lower, you are sure the first one to grab

my good brothers and sisters here ,

shares trading is a transfer of wealth from a weak hand to a strong hand

the fearmonger can play this game better than our honest and kind DK66





Posted by i3lurker > May 12, 2020 11:05 AM | Report Abuse

Jaks must consider Malaysian operations as zero like otb said

in this environment, Evolve Mall cannot be sold so the upkeep even if shuttered down is substantial.
Confirmed more than RM1 million per year for quit rent assessment jaga and insurance ONLY

wat qqq3 was correct 1.50 is considered a blessing.

the rest you think yourself

was busy with gloves earlier so totally no time with/for Jaks
if that happened to me so will be the same for others.
No one cares about Jaks since got other pretty girls out there.

I3lurker,

I don't know what are you talking

Today I am very certain I did not talk to qqq3

I just want to talk to DK66 about life because he is very confused why his kindness is not appreciated

It is that simple

Why make it so complicated?

Now, do you see the reason I said you only understand my words not my wisdom

I3lurker

You only read my words, not my wisdom in between the line.

DK66,

Is better for me to talk about jaks than to talk about true self?

Is it is better to talk about my investment philosophy than to talk about life

It is an easy choice for me

To make big money in jaks is just a matter of time

To live a meaningful life is now and ever.

But

Just look around with your wisdom eyes

Most of the people here make it upside down

DK,

I believe you are the only person willing to read my story here.

I hope I am not talking to the air

I hope I am not talking not the right thing at the right place.

How old are you now?

If you had already passed your retirement age, still feeling financially insecure, you are already a failure

I do not feel I had done all the good I fancy about.
It is my true self
It is what I can do will do
It is what I am happy to do
No one force me
I force no one
I do not see any reason you must praise me
I never hope or demand you must agree or disagree with me
It is my true self
I am happy to be who I am
I do not change just because you want me to change
I do not change just because you show me you had made more money than me
I am happy
I have the wisdom to choose to live my true self in this life.

Why we are very sad when we had contributed so much good works here but people just do not appreciate it?

Why we must demand they appreciate what kindness we did?

Some work hard to earn money
Some work hard to recover the long lost true self.....

I3 is a free investors forum
A platform for us to learn from each other
I believe all man are born with the same virtue of kindness, that is our true value which we had already lost in a polluted world.....

(to be continue later)

KC Chong is my sifu
I learnt a lot of valuation techniques from him long ago without paying him a single cent.
Thank you sifu
But
Recently I am not reading his article any more.
He is no more teaching me good knowledge to invest but more interest to tell me why he is not sharing his knowledge any more.
Is he still the same sifu I respect the most, precious the most?
I am very sad, his kindness is that unbelievable weak, not sustainable under some challenges from the evil.
Is it genuine? Is it money can buy?
I don't know.

Good morning my good friends

qqqq3,

you are talking nothing from something
but it is still better than talking nonsense



qqq33333333 // how to get IRR 12% on project cost and how to get IRR 12% on equity capital are different problems and have different answers.......
11/05/2020 4:01 PM

DK66,

the way I criticize somebody and the way I protect you tell everything



DK66 //Aseng, but my article is an act of honesty even without portfolio disclosure, right ?
11/05/2020 4:24 P

DK66

wrong .

I never demand anyone to have a portfolio made public
that sound very child like to me ,
definitely has nothing to do with my demand of forum participation honesty.


DK66// Well, i agreed with him as this also fits Aseng's concept of honesty.
11/05/2020 2:02 PM

I used icon calculation to add weight on the reliability of Dk66 relative valuation.

On what basis I must multiply by 0.25 .

you teach me

i really do not know the background story

Dk66,

do you understand ?
if you know , please kindly enlighten us










Posted by qqq33333333 > May 11, 2020 3:07 PM | Report Abuse

I guess u have to take Icon IRR and multiply by 0.25..........

it is very attractive , do not be that lazy until you just demand a "buy" or "sell", read ICON8888 IRR analysis

Dk66 relative valuation + icon8888 IRR analysia is definitely a confirmation good buy signal to me at the current price with the initial Exit TP of around 2.5





Posted by SarifahSelinder > May 11, 2020 2:20 PM | Report Abuse


(2) Equity IRR of 12% at 75% Debt is absolutely not attractive...nobody would be interested

11/05/2020 1:52 PM

That is why I like DK66 relative valuation
mnimum management guidance

Icon8888 , interest & loan repayment inclusive IRR calculation fit my common sense very well

I am more confident with my investment decision after reading these 2 article .




Posted by DK66 > May 11, 2020 2:23 PM | Report Abuse

sarifah, to accurately use IRR, you need to have the following information,

1. the actual initial outlays (project cost may not equal actual outlays)
2. whether interest costs should be included (some text books suggest NO)
3. what interest rate to assume
4. the actual loan tenure ( max 18 years)
5. the repayment pattern
6. the depreciation policy
7. the maintenance cycle ( expected a major maintenance every 3 years)
8. the plant efficiency as it affect energy payment
9. the electricity demand
10. the expected electricity production

It is not enough to just confirm whether it is 12% project or equity IRR.

Do you think Andy will tell you exactly how the IRR is calculated

sharifah,

I agree , if we ask, then Andy will sure confirm it is true
but so far no one has met Andy.



Posted by SarifahSelinder > May 11, 2020 2:09 PM | Report Abuse

No

Sarifah jz think this 12% IRR can be confirmed by team Andy if u jz ask so why don't u ask??

sharifah ,

if you do not like DK66 relative valuation , that I personally like the most

then

you read Icon8888 IRR backward calculation of net profit

200M profit per annum and 8% IRR is good enough , very reasonable and and most of the sifu here with a rght thinking mind will accept .


DK66's forecast is 196M

the monkey here also know it is not insider information

Andy not even want to meet us
even though he meet us
pun macam tak meet
you still so naive to believe we could get some tips from the horse mouth




Posted by SarifahSelinder > May 11, 2020 1:57 PM | Report Abuse

dk

This 12% IRR if came on news how can it be insider info?

sharifah,

12% IRR and 75:25 loan ration is the company press release

bukan Andy beritahu DK66

don't believe in insider news lah ....

situation can change any time, macam kali covid-19

sometime the boss , your good friends, also can not do anything , but drop the operation

DK66,

I do not know what had happened to sharifah.

she has become very irrational now

let her rest for awhile

hopefully she will recover herself later

wrong .

Jaks ranks number 3 in my 3 stocks portfolio

then

why I talk so much in number 3 not number 1 and 2 ?

Reason:

i do not think you are interest to know





Posted by Antifakeguru > May 10, 2020 8:28 PM | Report Abuse

Aseng sailang because of sifu call?

sorry,

I forget to say

Good morning to all my good friends here .

sarifah,

Sslee is very kind to remind you what you do in the AGM.




Posted by SarifahSelinder > May 11, 2020 12:07 PM | Report Abuse

Sslee

R u even awake?

we must be fair to everybody

we must be rational

when one is kind and generous to share

it is an overdoing if we demand further

he must be GOD.

I3lurker,

Buy some while the price is still cheap
I sincerely hope that we can make some money together.

I3lurker,
I hope you also had learnt

We are aware Vinh Tan 1 is supercritical and Hai Duong subcritical but the impact on the net profit is minimal or nil. If you wish to know more, you may read our discussion a few day ago probability, DK66, ICON88888, HNG33 AND ASENG

DK66,

Thank you.

I had learnt





Posted by Aseng > May 10, 2020 9:14 PM | Report Abuse X

I do not know what is identical valuation .

I goole , it seems to me it is some sort of kedai rucit valuation to fix the selling price of some identical good

Elbrutus,

It is not difficult to defeat your enemy
It is more difficult to win a friend

harmony bring good lucks .




DK66// I want to be at peace with everyone especially those in Jaks forum and that include you, i3lurker and qqq3. I want everyone here to be happy. Would you accept my reconciliation ? I apologize for being rude and harsh.
10/05/2020 9:06 PM

I do not know what is identical valuation .

I goole , it seems to me it is some sort of kedai rucit valuation to fix the selling price of some identical good

am I right ?



DK66// Aseng, I m sure you understand relative valuation is not identical valuation, right ?
10/05/2020 8:50 PM

please lah

don't pusing-pusing lah....

today is mother day

i got to talk morewith my wife

not talk more with you

bye-bye

it simply means

YOU ARE THINKING TOO MUCH


it simply means

THE CHINESE BUSINESSMAN IS STUPID



it simply means
THE CHINESE BANKERS DO NOT KNOW THE CALCULATION










3lurker The distance between Hai Duong to Hanoi is just 52Km.

what does this mean?
That means you need cleaners online

what does this mean?
That means usable power is only 80%

what does this mean?
That means less profits and more O&M costs

what does this mean?
That means EPS is down

what does this mean?
That means Jaks share price is lower

what does this mean?
QED loh

this argument was raised by probability 2 days ago
finally we had arrived at the conclusion the impact on net profit is minimum
with other new favorable factor being taken into consideration
probabillity finally convinced , bought the ticket and enter the same boat with us


Stock: [JAKS]: JAKS RESOURCES BHD

May 8, 2020 3:03 PM | Report Abuse

a good reason to accept RM196M is safe and reasonable

DK66 //. Vinh Tan 1 is still using the old accounting standard. If JHDP is adopting the new accounting standard, It may be reporting higher profit than Vinh Tan 1.



DK66// vinh Tan 1 80:20 loan ratio

another reason to accept RM196M is safe and reasonable








i3lurker// Fraudsters and Liars want you to believe that subcritical and supercritical machines are the same

is it?

how about how coal is burnt?

same machines?

is it?

Please don't pusing pusing lah

You are torturing my brother DK66 and wasting my time.

His demand is that he must be identical with his father, otherwise you can not say he is his father son lah....

So simple the argument
Only honest man like my brother DK66 doesn't know.




SarifahSelinder Same machines

Emphasis is on MACHINES

Makna machines less variables unlike plantations

Less variables so comparable

You are wrong
Reason :
If you are right, there is no such thing as relative valuation in finance but no one can deny it is still the most popular valuation technique in our business world

If I want to compare you with someone. I will choose your brother, the best is your twin brother. Why? it is reasonable to believe the information I get is more reliable than I choose your neighbours.







i3lurker sslee

the basis for peer comparison was because it was "supposedly" same machines

or was it?

Did David Copperfield go to Vietnam?

and of course nobody compared apples with oranges

if wrong just say sorry, no big deal, too bad you lost money

Some sifu like to talk something very theoretical.
Make a simple thing very difficult
If you say, there are here to share with us their knowledge, but no one can understand
If you say there are here to tell how to make big money, i tell you better go and plant some musing king to sell is more realistic

DK66,

Am I right?