CPECC is very very very reliable

IPP success has become new normal

Got to b something spectacular

U can't rush love!

Coming milestone

1st electricity by d IPP

Maybe IPP over exposed d

Suppose to b milestone not centimeterstone

No one hails a centimeterstone

Are d COD dates cast in stone or cuma deadlines?

Ada visual pun mana lagi ada investment mcm ni

Bukan main fanfare kat sini yesterday

MFCB IPP is ahead of JAKS IPP JAKS IPP is way ahead of Toyoink

Nobody says u cannot own TWO IPP companies at d same time

Buy JAKS too

https://klse.i3investor.com/blogs/SarifahSelinder/2020-01-01-story-h1482001088-JAKS_IPP_CLARITY_CERTAINTY.jsp

MFCB IPP abt 3-6 mths ahead of JAKS

Get u punya timing to switch over to JAKS right

Sarifah expect 80% of retailers here oso kan buy JAKS

It is only natural n shows u know wat u r buying


https://klse.i3investor.com/blogs/SarifahSelinder/2020-01-01-story-h1482001088-JAKS_IPP_CLARITY_CERTAINTY.jsp

Y India IPP bite the dust

https://klse.i3investor.com/blogs/SarifahSelinder/2020-01-01-story-h1482001088-JAKS_IPP_CLARITY_CERTAINTY.jsp

The almost lopsided the mcm too good to b true terms the u guarantee u can get d financing n construction capability n we will guarantee whatever u asked or don't asked for oso shows d Vietnam gomen is keenly aware Vietnam is so in need of more electricity

Koon

Tapi don't worry Sarifah kan take revenge for u esok nanti...

X

SarifahSelinder Koon 

Mudajaya’s coal power plant in India  

Investors should look at how the Indian Government distribution system in the delaying the actual completion Mudajaya’s coal power plant in India.

31/12/2019 6:24 PM



X

SarifahSelinder DK66 

Do u know apa Sarifah is thinking about?

31/12/2019 6:25 PM


X

SarifahSelinder Soalan nya 

Why Mudajaya India IPP bite d dust? 

Will JAKS Vietnam IPP suffer same fate? 

Let's see..... 
01/01/2020 8:22 AM


X

SarifahSelinder DK66 

Ada ka eventuality ni covered by d PPA of d Vietnam IPP? 

The capacity payment?

01/01/2020 1:54 PM


X

DK66 Sarifah, 

Once the power plant achieved full COD, the capacity payment is mandatory even if the power plant is kept idle for whatever reasons so long as it isn't operator's fault. Mong Duong II was shut down by government for 5 months yet Mong Duong II was still profitable because of the capacity payment. 

------------------------------------- 
SarifahSelinder DK66 

Ada ka eventuality ni covered by d PPA of d Vietnam IPP? 

The capacity payment? 
01/01/2020 1:54 PM

01/01/2020 1:57 PM


X

SarifahSelinder Bagus tis d answer

01/01/2020 2:00 PM


X

SarifahSelinder Koon salah lagi


X

01/01/2020 2:01 PM

SarifahSelinder Koon Mudajaya actually had proceeded to build its India IPP without signing PPA 


Believe it or not??!!?? 


0 kosong business sense

X

SarifahSelinder Koon 

Mudajaya’s coal power plant in India  

Investors should look at how the Indian Government distribution system in the delaying the actual completion Mudajaya’s coal power plant in India.

31/12/2019 6:24 PM



X

SarifahSelinder DK66 

Do u know apa Sarifah is thinking about?

31/12/2019 6:25 PM


X

SarifahSelinder Soalan nya 

Why Mudajaya India IPP bite d dust? 

Will JAKS Vietnam IPP suffer same fate? 

Let's see..... 
01/01/2020 8:22 AM


X

SarifahSelinder DK66 

Ada ka eventuality ni covered by d PPA of d Vietnam IPP? 

The capacity payment?

01/01/2020 1:54 PM


X

DK66 Sarifah, 

Once the power plant achieved full COD, the capacity payment is mandatory even if the power plant is kept idle for whatever reasons so long as it isn't operator's fault. Mong Duong II was shut down by government for 5 months yet Mong Duong II was still profitable because of the capacity payment. 

------------------------------------- 
SarifahSelinder DK66 

Ada ka eventuality ni covered by d PPA of d Vietnam IPP? 

The capacity payment? 
01/01/2020 1:54 PM

01/01/2020 1:57 PM


X

SarifahSelinder Bagus tis d answer

01/01/2020 2:00 PM


X

SarifahSelinder Koon salah lagi


X

01/01/2020 2:01 PM

SarifahSelinder Koon Mudajaya actually had proceeded to build its India IPP without signing PPA 


Believe it or not??!!?? 


0 kosong business sense

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Invest b4 bagus so bila Mudajaya start construction bila signed its PPAs?

Proceeded without PPA believe it or not??

Koon Mudajaya bikin bisnes mcm ni cannot

Mudajaya 0 business sense Sarifah even speculate ada element of scam

Roti canai government is not d problem

The problem is cannot secured predetermined return why go n build d India IPP?

Jgn build d India IPP is an option

Koon Mudajaya actually had proceeded to build its India IPP without signing PPA


Believe it or not??!!??


0 kosong business sense



SarifahSelinder Soalan nya 

Why Mudajaya India IPP bite d dust? 

Will JAKS Vietnam IPP suffer same fate? 

Let's see..... 
01/01/2020 8:22 AM

Koon salah lagi

Bagus tis d answer

DK66

Ada ka eventuality ni covered by d PPA of d Vietnam IPP?

The capacity payment?

Sbb kini harga JAKS stil low

DK66

TQ but Sarifah is looking for a simpler reply...........




DK66 Sarifah,

I hope the information below paint a confident picture of the grid network in Hai Duong province.

Inaugurating Hai Duong 2 - Hoa Phat 110kV line project

http://nangluongvietnam.vn/news/en/electricity/inaugurating-hai-duong-...



And the information below tells the state of economy in Hai Duong. Electricity infrastructure is among the most important criteria for industrialisation.

https://en.wikipedia.org/wiki/H%E1%BA%A3i_D%C6%B0%C6%A1ng_Province

Economy

Nowadays, Hải Dương is among the most industrialized and developed provinces in Vietnam. Hải Dương, Ho Chi Minh City and Bình Dương are the three most attractive locations for foreign investments in Vietnam.

Hải Dương province is located in the center of the North Delta. Which has good conditions in transportation, Agriculture, industrial production;

Hải Dương province has an important role in the social economic development of the country. Its natural land area and sources are favorable condition for developing economy. More than 800.000 of the 1.7 million population are employed, with over 500.000 employed in the agriculture industry. This is a benefit for the social and economic development of Hải Dương.

In recent years, Hải Dương has prioritized developing agriculture and industrial production. Hải Dương received domestic and international investment in over 50 industrial areas in the whole province. There are foreign business partners from Britain, Germany, France, Hong Kong … Hải Dương also developed agriculture in the direction of economic, industrialization and modernization.
01/01/2020 9:48 AM


SarifahSelinder Soalan nya


Why Mudajaya India IPP bite d dust?

Will JAKS Vietnam IPP suffer same fate?

Let's see.....
01/01/2020 8:22 AM

Tu la problem u put money kat Toyoink instead of JAKS Big mistake

Profit kat MID TEEN IRR u kira sendiri

The Vietnam IPP potential IRR % is predetermined

PRE DETERMINED!!!

No such potential IRR% no start the project

And the system works well thus far

Philip

Sarifah totally disagree wit ur take on d Vietnam IPP profit

Profit tu is not subjective in fact very independent on who is making the projection

It is not dependent on if it is Koon Andy Cfo (Ex) CPECC who is making d projection as u say

Actually whn it was disclosed tat d Vietnam IPP has a potential IRR of 12% it preciously meant tat the potential IRR of the Vietnam IPP is 12%

Pontential IRR is 12% means potential IRR is 12%

It is stupid Andy tat made d search around d world on companies from US China Korea etc necessary

If Andy is not so stupid but has disclosured all d info n data on d Veitnam IPP thn wat DK66 has done (in 18 blogs no less) will b totally unnecessary

However thing has turned out nicely

DK66 has provern with real life info n data from other similar Veitnam IPPs tat d potential IRR is in fact around 12%

Those info n data extracted by DK66 confirmed tat d the engineers the accountants the bankers the lawyers etc all tat r involved ALL KNEW CLEARY ABOUT THE POTENTIAL RETURN from d Vietnam IPP sebelum starting

KNEW CLEARY not investing blindly

Baring unforeseen hiccups of course

And so far touch wood thr hv been no hiccups instead d construction has proceesed very smoothly

In short wat Sarifah is saying the engineers the accountants the bankers the lawyers etc can b taken at face value tat is d potential IRR is 12%

And at IRR 12% the pontential profit for 30% is around RM300m depending on US MYR rate

But PBB has indicated tat d IRR is more likely around MID TEEN

MID TEEN is more thn 12

Tis IRR wil b realised whn thinngs go smoothly and things hv gone smoothly



Philip Greta Valuation is a very interesting subject in light of no concrete results and returns from the earnings of power plant generation. 

You have: 

1. irr and estimated returns from ALP. 
2. Irr and estimated returns from CFO. 
3. Irr and estimated returns from dk66 based on other managed power plants. 
4. Estimated figures from kyy( when he was most confident and when he was most negative) otb, hlbank and other fund managers. 

All seem to be different from low to high range. 

I would love to balance the scale, if only I have the first quarter results from power plant generation to use as base performance valuation. 

If we keep everything to jaks, we have the realities versus the estimates. 

I think I prefer qualitative margin of safety to guide my estimates. 

One lesson I did learn is how to tune valuations to meet the requirements. 

Dk66, otb, other fund managers have positions in the stock, their valuations will always be rosy. I suffer from the same tinted glass view, the need to prove my thesis is correct. 

ALP wants you to buy stock, he will give you good estimates. 

Kyy has ego in being played out on this stock, bad memories, bad valuation. 

CFO is in charge of the finances and cash flow, his estimates are based on his need to cover his ass from losses. He sold. 

My valuation is based on whether I can get 20% growth continuously for the next 5 years, and risk I am willing to bear to hold the stock for multiple years through severe volatility. 

I choose to sleep well at night. 


>>>>>>> 

lets not blindly discard the other side of the equation...the valuation part. 


the balance weighing scale has two sides

01/01/2020 10:49 AM

Soalan nya 


Why Mudajaya India IPP bite d dust? 

Will JAKS Vietnam IPP suffer same fate? 

Let's see.....

Let's see.......

Glorious 1st morning in 2020

2020 JAKS year of IPP!!!!!!

DK66

Do u know apa Sarifah is thinking about?

Koon

Mudajaya’s coal power plant in India 

Investors should look at how the Indian Government distribution system in the delaying the actual completion Mudajaya’s coal power plant in India.

One important point....

No of shares 8,158,000,000 now kat YTL Power not so easy to move d needle

k

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Klau u x berbiji beli 50% harini 50% bila actually see quaterly

Can foresee wit CPECC technology IPP kan jln perfectly x payah tunngu quarterly

Tapi kan u can foresee JAKS IPP making big money sikit hari nanti?

U tahu for all intents and purposes JAKS IPP dah ready...

Soalannya apa u tahu?

Why don't u post tis kat MFCB n see?


ks55 

Find out yourself..............how good is Jaks, if not because of hype on Vietnam power project. 
Again, you must be reminded when KYY first promote Mudajaya, based on power project in India. 

What is the moral story? 
DON'T COUNT CHICKEN BEFORE THEY HATCHED.

31/12/2019 9:16 AM

50m paid d

Residential LAD can bully

JAKS is ceasing property

Evolve Mall occupancy more like 80% per Andy


ks55 Jaks has to pay 50m plus interest up to the day it pays up. 
Simply abuse Malaysian legal system, and to incur unnecessary interest. 

Next is to see how much LAD claimed by its residential unit buyers. 
Don't be like Magna Prima paying 50k per unit, instead of 100k. 
You should know Magna Prima's reputation already down the drain as far as property development is concerned. 
Likewise, no more Jaks peroperty can sell now. 
Evolve Mall has less than 20% occupancy ? 
Find out yourself..............how good is Jaks, if not because of hype on Vietnam power project. 
Again, you must be reminded when KYY first promote Mudajaya, based on power project in India. 

What is the moral story? 
DON'T COUNT CHICKEN BEFORE THEY HATCHED.

31/12/2019 9:16 AM

Klau x salah Sarifah withdrawal tu simply because it is a bloody duplicate of satu lagi yg on going

Siapa anchor tenant kat Evolve Mall skrg ni?

Breakeven in term of cashflow dah ok dah

Sarifah ada jln jln kat d mall bila attend AGM dulu it is not bad

It is not quiet abandoned not quiet gave up not quiet dilapidated

It is quiet well maintained quiet keeping in shape it is quiet ready to bound back when d time comes

No more intangible asset

Not meant for u .......

Let's see....

Depreciation kan start wef PP is ready or upon COD?