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2020-05-11 14:31 | Report Abuse
dk
No need to make it so complicated
Team Andy confirmed if it is Equity IRR will do no need to know the actual calculations better thn now u r maling assumption
2020-05-11 14:22 | Report Abuse
No the point is tat tat point can be confirmed by team Andy easily
KLou88 Sarifah, you are so easy to influence by others, I suggest u put your money on FD or somewhere safe. Stock market is always a place with risk. If u are not stable or calm enough, u will lose all your money.
11/05/2020 2:19 PM
2020-05-11 14:20 | Report Abuse
Based on these 2 points OK ON
probability yes Sarifah, i am 100% sure since:
(1) it came on news ( i can share the link if you want it)
(2) Equity IRR of 12% at 75% Debt is absolutely not attractive...nobody would be interested
11/05/2020 1:52 PM
DK66 sarifah, you lost faith in relative valuation already ?
11/05/2020 2:06 PM
2020-05-11 14:18 | Report Abuse
HaHa
probability since its already an outsider info...nobody bothered to ask...
cukup penjelasan?
11/05/2020 2:14 PM
2020-05-11 14:09 | 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??
This is surely not insider info
DK66 sarifah, you lost faith in relative valuation already ?
11/05/2020 2:06 PM
2020-05-11 14:03 | Report Abuse
HaHa so u see which is whic
Aseng sharifah,
12% IRR and 75:25 loan ration is the company press release
probability yes Sarifah, i am 100% sure since:
(1) it came on news ( i can share the link if you want it)
(2) Equity IRR of 12% at 75% Debt is absolutely not attractive...nobody would be interested
11/05/2020 1:52 PM
2020-05-11 13:57 | Report Abuse
dk
This 12% IRR if came on news how can it be insider info?
probability yes Sarifah, i am 100% sure since:
(1) it came on news ( i can share the link if you want it)
DK66 Sarifah, please be reasonable.
If i cannot share freely base on my own will, I would rather stop.
11/05/2020 1:53 PM
2020-05-11 13:49 | Report Abuse
Sarifah sugar level a bit low due puasa...
R u 100% sure it is Project IRR 12%?
probability dalam suratkhabar sudah declare Project IRR 12% (The star)...and 15% (The Edge 2015)
11/05/2020 1:45 PM
2020-05-11 13:46 | Report Abuse
dk u potentially can cause everyone harm....
Wat limit? Jz go n ask team Andy
DK66 sarifah, I m sorry that I could not please you. I m not superman. I have limits. Did that caused you any harm ?
11/05/2020 1:42 PM
2020-05-11 13:41 | Report Abuse
U better clarify on tis now
OTB better go clarify on tis now
SarifahSelinder DK66
1Q: Do u know for 100% certainty the 12% IRR is project (100% equity IRR) or only the Equity IRR in 25:75 basis?
11/05/2020 1:18 PM
2020-05-11 13:40 | Report Abuse
dk u r really very reckless seriously
2020-05-11 13:32 | Report Abuse
8000+ visits cannot b taken lightly
2020-05-11 13:31 | Report Abuse
Aiyo DK55 team Andy allowed u to ask why didn't u ask?
Very reckless!!!!!
2020-05-11 13:28 | Report Abuse
Oh shit
But u r always in contact wit OTB abt meeting team Andy
Sarifah is sure team Andy can answer u this if u ever asked....
DK u hv been reckless
2020-05-11 13:23 | Report Abuse
DK
Answer these
SarifahSelinder DK66
1Q: Do u know for 100% certainty the 12% IRR is project (100% equity IRR) or only the Equity IRR in 25:75 basis?
11/05/2020 1:18 PM
X
SarifahSelinder No based on peer comparison etc but directly from the horse mouth??
11/05/2020 1:21 PM
2020-05-11 13:21 | Report Abuse
No based on peer comparison etc but directly from the horse mouth??
2020-05-11 13:18 | Report Abuse
DK66
1Q: Do u know for 100% certainty the 12% IRR is project (100% equity IRR) or only the Equity IRR in 25:75 basis?
2020-05-11 13:14 | Report Abuse
If u hv to ask then Sarifah is worried......
2020-05-11 13:04 | Report Abuse
DK66
OMG now u hv a big ego now it is all abt u u u
2020-05-11 13:03 | Report Abuse
DK66
Hv u verified any of the basic fundamentals in ur calculations n projections wit team Andy?
2020-05-11 12:46 | Report Abuse
aseng
Set aside u hv not a clue
2020-05-11 12:07 | Report Abuse
Sslee
Tis one u r very wrong
Everyone knows the AGM
2020-05-11 11:27 | Report Abuse
The idea to hv a meeting with team Andy is so that there is no need to speculate to guess anymore
2020-05-11 11:26 | Report Abuse
DK66
U r allowed to verify n 8000+ visits think tat u hv verified cos u r smart tapi u tak verify pulak that is reckless on ur part
2020-05-11 11:22 | Report Abuse
DK66
after meeting team Andy there shd no be anymore speculation as to what 12% IRR means it shd b confirmed upto the extent of no doubt whatsoever sbb that is very fundamental
2020-05-11 11:14 | Report Abuse
DK66
Better u verify whatevers that r verifiable wit team Andy tat is whole purpose of meeting team Andy
Verify what 12% IRR means n other infor that r fundamental to ur calculations n projections
Expectation justified expectation of the 8000+ visits is tat u hv verified at least the basis of ur calculations n projections with team Andy sbb team Andy has not said they r going to not verify those basis for u save for those OSA item
2020-05-11 09:44 | Report Abuse
i3lurke
Sudah la u DK66 ada first hand info from team Andy
2020-05-11 09:38 | Report Abuse
DK66
When it comes to Vietnam IPP u hv an advantage over tat i3lurker sbb u ada met team Andy n stil getting updates from team Andy via OTB
Jadi u punya calculations n projections mesti more accurate
Kita semua kat sini place100% reliance on u DK66 cos u verified ur details wit team Andy
Kita caya u will not let us down
8000+ visits all trusting u
2020-05-10 18:27 | Report Abuse
Return not determined by machine but by parameters set by EVN
2020-05-10 18:23 | Report Abuse
So knowledge
So how much difference r u talking abt?
2020-05-10 18:22 | Report Abuse
Sarifah stick to peer comparison wit Vinh Tan 1
Let's agree to disagree n wait it out
2020-05-10 18:15 | Report Abuse
Same machines
Emphasis is on MACHINES
Makna machines less variables unlike plantations
Less variables so comparable
2020-05-10 17:25 | Report Abuse
Vihn Tan 1 is real results generated by machines almost similar machines mcm JAKS
2020-05-10 17:13 | Report Abuse
JAKS is DK66 investment after attaining new level of investment sophistication after learning his lessons
2020-05-10 16:58 | Report Abuse
x boleh hv a single counter portfolio? Doing well on single counter portfolio xda credential?
2020-05-10 16:54 | Report Abuse
DK66 single share portfolio with only JAKS is doing very well by all measures
2020-05-10 14:59 | Report Abuse
i3lurker
Reconcile Vinh Tan 1 actual results wit ur claims
2020-05-10 13:23 | Report Abuse
??? Ada inconsistencies....
i3lurker sslee
CIRCULAR
METHOD OF DETERMINATION OF ELECTRICITY GENERATION COSTS, SEQUENCE OF INSPECTION OF POWER PURCHASE AGREEMENT (PPA)
Main input factors used for calculation of average fixed price for thermal power plants (FC):
..
e) Percentage of ownership capital and loan capital
f is deleted
g) Loan interests
10/05/2020 12:44 PM
2020-05-10 12:37 | Report Abuse
Klau kita kat sini diberitahu how much abt Hai Duong IPP has been disclosed to OTB bila meeting team Andy then tahu kita how much information PBB ada to make its assessment
Information to OTB = information to IB...
2020-05-10 12:15 | Report Abuse
Maintained at constant is d 12% IRR not the Fixed Capacity Price
DK66 Extracted from Vietnam Government decree.
Article 4. Method of determination of PPA price for thermal power plants
PPA price of a thermal power plant in the base year (VND / kWh) is determined in the following formula:
= P G + P B
1. P G (VND / kWh) is the generation price of the base year and is determined by the following formula:
P G = FC + FOMC b + VC b
Inside:
FC: Average fixed price is determined in accordance with Article 5 of this Circular (VND / kWh);
FOMC b : Fixed price for operation and maintenance in the fundamental year is agreed upon by the two parties in accordance with Article 6 of this Circular (VND / kWh);
VC b : Variable price The base year is determined in accordance with Article 7 of this Circular (VND / kWh).
CLEARLY O&M COST IS INCLUDED IN PPA
10/05/2020 11:19 AM
2020-05-10 12:09 | Report Abuse
Bukan ka
throughout... means keep revising throughout the life of the IPP
so tat the IRR is alway maintained at 12%
Otherwise ia kan bilang pre determined at d inception of the project
12% IRR is guaranteed by EVN and maintained throughout the economic life of the project
..... throughout the entire economic life of the project.
..... internal of return of the power plant project will not exceed a regulatory rate (i.e. 10% or 12% depends on each case).
Fixed Capacity Price is a fixed number which is pre-determined throughout the entire economic life of the project. Fixed Capacity Price is calculated so that the internal of return of the power plant project will not exceed a regulatory rate (i.e. 10% or 12% depends on each case).
10/05/2020 11:31 AM
Stock: [JAKS]: JAKS RESOURCES BERHAD
2020-05-11 14:32 | Report Abuse
BUT
The relative valuation does inspire confidence