JABMun

JABMun | Joined since 2021-03-13

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2021-03-14 14:17 | Report Abuse

We need to remember that Solarvest is a pure play Solar EPCC , while becoming a 50MW asset owner is a new breakthrough for Solarvest with recurring income over the next 20 years. Over this period, I had done alot of research on how being Solar EPCC works and having past track record + financial capability are the 2 most important factors to successfully securing EPCC contracts. From Solarvest's past records, they have had much experience in LSS 1 and 2 as EPCC while what has changed this time is that after being listed, their financial capability has grown by leaps and bounds. This would mean that while other epcs might have their hands full with just 1 or 2 projects, Solarvest can leverage to take on many times more. The actual value of Solarvest has yet to be realized. Sunny days ahead .

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2021-03-14 11:26 | Report Abuse

wcc636588 Yesterday's price doesnt matter if new highs are going to be achieved. Whatever the price tomorrow, it can still be higher in the days to come. I will continue to hold tight my tickets and not be tempted to cash out. The laws of delayed gratification have proven to be the most rewarding!

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2021-03-14 11:22 | Report Abuse

Yesterday I listened to an FB live sharing about LSS 4, and while there are 30 projects in total, I vividly remember how many times me mentioned Solarvest. Talk about reading between the lines.
There was even a brief mention about Solarvest being the EPCC contractor for Tenaga Nasional Berhad, TNB. That's our national utility man! I'm sure that based on their due diligence, they have identified the best in the business. Many others will follow suit. StephenNg, even at RM4, Solarvest will be a bargain.

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2021-03-14 11:06 | Report Abuse

One thing I have noticed about since their listing in 2019 is that the management seems to be very down to earth and conservative. While other 'goreng style' shares in the market have always been about a quick and short pump before sharks unload, Solarvest's focus has always been about delivering projects and rewarding shareholders. This is evidenced in their continuous profit growth, even through bad times. I have been buying Solarvest since IPO day, and taken many times profit. Yet everytime I look back, I regretted every single occasion that I sold as Solarvest has cemented it's position as a long term growth share. The management seems to be continuously over delivering on their promises, and even the analyst report seems to have under rated their capabilities. Or was it an attempt to press down the price and buy in more? We should follow the smart money , and make more together. What's for sure, the bus is still in the station, and tomorrow will be a good day to make your move on Solarvest if you havent .

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2021-03-14 10:35 | Report Abuse

gemfinder, don't be sour grapes just because you've sold and try to discourage the investors who have foresight from reaping their well deserved gains. Or are you scheming to press down the price for re-entry? Gonna be tough, now that the news is out. Now trying to push Kpower just because you got in there? 50MW vs 300+MW, I'm sure the rest of the i3'ers know their math.

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2021-03-13 22:52 | Report Abuse

Stephen, I just want to thank you as I have been quietly reading your posts and taking positions on Solarvest in the weeks before. While initially it was only the corporate exercises and growth prospects that attracted me, it seems that my investments have paid off and in the next phase, we are going to see Solarvest EXPLODE EXPONENTIALLY. By building and owning a 50MW Solar plant, Solarvest will be create a stable and continuous revenue stream. Secondly, with all the indications that Solarvest will be having over 300MW of EPCC contracts in the pipeline over the next 2 years, it seems all price estimates to date have been too conservative. From what I heard, the 300MW is AC capacity and in Solar terms, the actual construction capacity is actually going to be 1.4 - 1.5 times more. So we are actually looking at 420-450MWp? Isn't that more than a RM1,000,000,000 in revenue?