JAKS Klau tak jadi Andy pon setengah mati

Half dead

Volume mcm ni just goreng ke? Terlalu high profile kan?

Most likely ada cerita

Apa cerita Andy?

Project financing for LSS5 can banks are keen on RE projects

Klau JAKS dpt LSS5 banks kan queue up to give banking facilities Banks got huge GSR quota to meet

JAKS shares price jump coincide dgn Toyoven got big 900m financial facilities for its Vietnam IPP

Sslee so makna u the profit kan lebih tinggi dari 0.9m per qtr?


RM 240 million borrowing if repayment in 10 years term then per year principal repayment is RM 24 million. With Profit before tax RM 0.96 milliin per quarter how to pay loan principal sum of RM 24 million per year?

Is more PP and RI coming?

57 minutes ago

Project dgn CALB bateri on kut

Ok katakan demand is very high sampai astronomical

Adak kah JCY NOTION DUFU have the spare excess production capacity to meet the supposedly hugh increase in demand?

Data center ni macam baru baru je hot kat Malaysia sbb NVidia Microsoft Google etc are coming, did JCY NOTION DUFU foresee this 2 3 tahun dulu?

Klau JCY NOTION DUFU tak foresaw this 2 3 tahun dulu macam mana ada big spare excess capacity to meet the hugh demand to take advantage of increase in demand ?

Klau tak salah Sarifah 3 skyt ni results not good during last few years

Mesin mesin 3 skyt ni besar kemungkinan semua dah sampai masa to scrap

Lagi satu HDD yg consume electricity bukan main banyak lagi falls into GREEN requirement or not??

HDD ni tak lama dulu macam sunset industry je x orang expand production capacity pon malah nak scale down

Demand tiba tiba ada coz of AI lead DC

Macam mana klau kan beli Eramas at PE 15X?

Meaning macam ngam ngam je tak murah tak mahal nothing left on the table

DUFU (NOTION JCY) ada readily available spare excess production capacity to take advantage of the anticipated high HDD demand ke??

Ni bukan cakap nak increase production terus can increase

IPP ada profits

IPP ada accumulated profits

Klau x take up 10% option tu kan accumulated profits tu can use to pay dividend to JAKS??

Andy makin botak already

Stress ke Andy?

Since a land rezoning exercise a decade ago, Section 13 has seen tremendous changes, with more new developments — particularly mixed-use projects — coming up. Property consultants say
once the area is fully redeveloped, it could transform into a
premium neighbourhood

Italy??

JAKS will be used as mask to mask solar from China?

Jgn kacau those in the private support group

Semua kat dlm.. fragile

DK made many mistakes in his NPV calculation that Sarifah corrected him a few times

DK was also reckless

People ask to value JHPD the IPP using NPV

U value JAKS using NPV

JAKS NTA 0.68

Klau u pandai enough u value JHPD using NPV

One option is JAKS jual jer 40% JHPD tu

Coal price has been so high EVN kena kaw kaw sampai cash jam

EVN cash jam hutang JHDP sampai 4 bulan

Yg so important question ni xda pula yg tanya kat AGM

So now worry sick wondering if EVN payments are late or not?

4 months rasa rasa is rather slow

1 month slow is about 190m

EVN mcm not paying on time...

Anyone asked this?


SarifahSelinder

EVN kelihatan hutang macam sampai 4 bulan slow slow slow

Those kan attend AGM nanti tanya la kat Andy what is payment term to EVN?

1 bulan? 2 bulan? 3 bulan? 4 bulan?

How fast EVN is paying up? Promptly?

Important to know the inflow in the cashflow

Remember to ask

Remember to ask

Jangan irresponsibly simply speculate

EVN kelihatan hutang macam sampai 4 bulan slow slow slow

Those kan attend AGM nanti tanya la kat Andy what is payment term to EVN?

1 bulan? 2 bulan? 3 bulan? 4 bulan?

How fast EVN is paying up? Promptly?

Important to know the inflow in the cashflow

Remember to ask

Private group DK JAKS heavy losers unanimous support group tu?

Left

Cannot wait to leave

GOTCHA = DK

The balances u pakai were as at year end date one point in time

Klau EVN made a lump sum payment of 350k on say 3 January the cash flow of JPP kan cantik dan all the way up JAKS cash flow kan ok

760k mcm equal to close to 4 months of revenue so EVN mcm slow sikit in making payments (EVN making monthly payment or lump sum payment u pun tak tahu tapi nonetheless u speculate juga)

DK it is very irresponsible of u to publish a blog on mere speculation incomplete speculation lagi tu

Lagi knp tengok liabilities je why not the assets?

Irresponsible DK naughty DK

GOTCHA

SarifahSelinder

Apa speculation u on what are in the other current assets 760k?

U ada anything on how fast EVN is suppose to pay JPP? 1 2 3 4 5 bulan?

Oso ada ka EVN has been paying JPP tepat pada masa nya mengikut tempoh?

Apa speculation u on what are in the other current assets 760k?

U ada anything on how fast EVN is suppose to pay JPP? 1 2 3 4 5 bulan?

Oso ada ka EVN has been paying JPP tepat pada masa nya mengikut tempoh?

Favourable USD exchange rate effect kat mana?

LSS4 IRR subjects to floating interest %?

A c 15% hit by higher interest %?

Klau macam ni IPP kat Vietnam capital intensive IPP kat Vietnam bukan risk free

Patut MID TEEN IRR SUBJECTS TO FLOATING INTEREST %

Tapi bukan mcm tu

Mcm GUARANTEED MID TEEN IRR

Mcm GUARANTEED

MID TEEN IRR

MID TEEN IRR is so incomplete

MID TEEN IRR is so incomplete so kinda misleading

MID TEEN IRR

MID TEEN IRR is so incomplete

MID TEEN IRR

Don't fight the FED nor JAKS OPERATOR

Koon sampai sekarang masih bitter

Wish andy can match his skill in managing the company mcm his skill in managing the PP

Andy..........................

x tahu don't know

DNEX has got itself into a Catch 21 dilemma

Got into disputes dgn the major partner which provides finance.. market... even knowhow... this is not nothing happen

Got into disputes wit major partner kaw kaw

What mean.... then nothing happen. ?

They got into a dispute dgn DNEX major partner This is not nothing!

How much DNEX/CGP the insiders valued SilTerra ?


According to DNex announcement to Bursa DNex dan CGP dah signed agreements dimana end result nya ada la CGP kan dpt tambahan 20% syer SilTerra

CGP kan bayar RM 100m for this 20%

Only RM 100m je for 20%

So 100% bersamaan RM 500m

So Dnex/CGP the insiders have valued SilTerra at RM 500m

Jadi 60% in SilTerra is worth RM 300m je or 0.095 per share je for DNex

x cukup not enough bulls

Cuma ppl in d cave won't do

Nampak over whelming response to the DRP

Andy

Hold or even better scap the PP