Followers
0
Following
0
Blog Posts
0
Threads
3,762
Blogs
Threads
Portfolio
Follower
Following
2019-04-17 08:33 | Report Abuse
Minimum 77% how high can the plant go? 100%?
2019-04-16 18:23 | Report Abuse
Not 600,000,000 × 2 × 0.77 × 24 × 365
= 8,094,240,000 kWH
Not 600,000,000 x 2? Ada susut nilai?
2019-04-16 17:59 | Report Abuse
What the...
How come Sarifah got drawn into tis kind of complicated calculations?
Sarifah has been relaying on the sistem that is working
Sarifah rely je on the lawyers engineers bankers dan experienced CPEEC to cover Sarifah back
No problem cara ni
LOL
2019-04-16 17:37 | Report Abuse
Jz nak tahu je
Sarifah faham u want to show there is guaranteed profit under the 2 tier PPA
2019-04-16 17:14 | Report Abuse
DK66
Mcm mana u get this 7.5b KwH?
The IPP produced 7.5b KwH of electricity annually
2019-04-16 12:45 | Report Abuse
Klau sekelian faham calculations Sarifah then sekelian faham la knp...
Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar
Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar
2019-04-16 12:00 | Report Abuse
Understand Sarifah calculations?
Sarifah really worried u all do not understand
Sekelian ada faham tak?
Ada margin of safety
2019-04-16 11:36 | Report Abuse
Tanpa loss from property segment
175m IPP PAT can support harga sekurang kurangnya 2.90 at PE 10x je
2019-04-16 11:33 | Report Abuse
Say IPP Vietnam 175m (kompromi sikit)
Say property segment 50m loss (ni agak tinggi sikit dah)
Balance 125m can support FV sekurang kurangnya upto 2.00
Tapi kena ingat property segment kan ditutup soon
2019-04-16 11:28 | Report Abuse
Tapi taksiran Sarifah 150m from IPP Vietnam is too low
2019-04-16 11:28 | Report Abuse
Say property segment screwed up by 50m
Balance 100m can support harga sekurang kurangnya 1.80
2019-04-16 11:23 | Report Abuse
100m for property segment to screw up
Sgt besar tu margin of safety
2019-04-16 11:20 | Report Abuse
50m PAT can support 90sen
150m - 50m = 100m
So 100m remaining for property segment to screw up
Can property segment screwed up to the tune of RM100?
Taksiran Sarifah x mungkin
2019-04-16 11:00 | Report Abuse
KYY timing was out tapi choosing Jaks x salah
2019-04-16 10:58 | Report Abuse
Apa mcm short term trader appointed to the board tapi 3 to 6 months later resign sbb dah sell off
Main main je mcm ni
2019-04-16 10:56 | Report Abuse
Yg ni ok tapi cannot la suddenly from trader to want seats in the board
Takut takut kan orang ni
2019-04-16 10:43 | Report Abuse
KYY suka IPP Vietnam so much he kept buying
KYY x salah on the IPP Vietnam
2019-04-16 10:41 | Report Abuse
Ok terima kasih
Now we have clear picture of what transpired
And it is a fair deduction that ALP is a crook assessment is not fair
2019-04-16 10:34 | Report Abuse
So the courtesy, trusting and forthcoming x reciprocated
2019-04-16 10:19 | Report Abuse
SarifahSelinder Was the courtesy, trusting and forthcoming reciprocated?
16/04/2019 10:08 AM
X
SarifahSelinder Was the intention to hit all the way upto 30% ever been indicated at the time at the very least in passing to ALP?
16/04/2019 10:08 AM
2019-04-16 10:08 | Report Abuse
Was the intention to hit all the way upto 30% ever been indicated at the time at the very least in passing to ALP?
2019-04-16 10:08 | Report Abuse
Was the courtesy, trusting and forthcoming reciprocated?
2019-04-16 08:02 | Report Abuse
qqq3
Let's kill time
qqq3
Flashback Flashback Flashback
Flashback to bila u being Desa
Sarifah rasa ALP was quite courteous, trusting and forthcoming with u ada byk cerita kat u even told u don't tell gomen Vietnam IPP kan make super profit
Rasanya ori there was much welcome pada masa tu
Was the courtesy, trusting and forthcoming reciprocated?
Was the intention to hit all the way upto 30% ever been indicated at the time at the very least in passing to ALP?
Was the 30% and the request to have board seats a sudden move that stunned ALP (and those in the shadow) to their cores??
And got them into their defend mode
And finally lead to the 64m loss story
Wounded and in retreat KYY had called ALP a crook is this assessment fair??
2019-04-16 07:43 | Report Abuse
Jaks IPP Vietnam is in good hands
Hanya cuma tunggu sikit masa lagi
2019-04-15 08:20 | Report Abuse
Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar
2019-04-15 08:18 | Report Abuse
Oh yeah dah key in to beli ke belum?
Biar cepat jgn lambat
Probaliti tu dah key in yesterday Sarifah pasti
Welcome to Jaks
2019-04-15 08:16 | Report Abuse
Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar
2019-04-15 08:14 | Report Abuse
Almost certain.... make sense now
IPP rather "low" 12% IRR yet org bikin sbb it is guaranteed
Dare to charge hefty late delivery penalties because it is guaranteed
Top secret under OSA Vietnam because agreements not fully in commercial terms
GUARANTEED BY GOMEN VIETNAM
2019-04-15 08:08 | Report Abuse
Phillip capital n Kenanga berbeza sikit nampak mcm they have done some own calculations
Tapi 120m to 150m je way too low
PE patut 8x not 15.6x
Sarifah think profit seberna bigger
Bersama sama kita tunggu la
 Posted by SarifahSelinder > Apr 14, 2019 10:19 AM | Report Abuse X
Ballpark
Projek cost 7.8b PAT 500m
PE 15.6x
Langsung not inspiring at all
2019-04-15 08:00 | Report Abuse
Posted by SarifahSelinder > Apr 14, 2019 4:40 PM | Report Abuse X
Point ni is indisputable!!
There is no way the lawyers bankers experienced CPEEC do not know abt kos of coal (easily 45%? of total cost) b4 signing the IPP agreements
*did
So the system works the financial system works
The lawyers the bankers the experienced CPEEC worked as they should tak let us down dah properly covered our backs
Those who have trust that the system works beli below 70 sen
Those who kena verify and do some googling will buy above 90 sen
Those yg invest in insas who needed 3 years after the dust settled kind of certainty will buy at 3.00
2019-04-15 07:54 | Report Abuse
What weird question
Background apa probability ni agaknya?
Chemist?
Cikgu?
Cikgu chemistry?
probability so the US$ 120M profit is excluding any principal payments to the loan?
14/04/2019 10:59 PM
2019-04-14 17:02 | Report Abuse
Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar
2019-04-14 17:01 | Report Abuse
CPEEC execution is excellent as can see from gambar gambar progress update and verified by Kenanga
2019-04-14 16:59 | Report Abuse
One way or the others there is help from gomen Vietnam
GUARANTEED 12% IRR
2019-04-14 16:56 | Report Abuse
Higher tariff rate or low coal kos
Subsidied la...
12% and guaranteed is as save as gomen bond
2019-04-14 16:48 | Report Abuse
Better go keyin to buy skrg juga
2019-04-14 16:46 | Report Abuse
Guaranteed
U know what that means?
2019-04-14 16:43 | Report Abuse
SarifahSelinder
Pokoknya
Guaranteed guaranteed IRR 12% by gomen Vietnam
14/04/2019 4:39 PM
2019-04-14 16:42 | Report Abuse
probability they knew..but it didn't matter to them
Posted by SarifahSelinder > Apr 14, 2019 4:38 PM | Report Abuse
There is no way the lawyers bankers experienced CPEEC do not know abt kos of coal (easily 45%? of total cost)
b4 signing the IPP agreements
14/04/2019 4:40 PM
Because....
SarifahSelinderPokoknya
Guaranteed guaranteed IRR 12% by gomen Vietnam
2019-04-14 16:40 | Report Abuse
Point ni is indisputable!!
There is no way the lawyers bankers experienced CPEEC do not know abt kos of coal (easily 45%? of total cost) b4 signing the IPP agreements
2019-04-14 16:39 | Report Abuse
Pokoknya
Guaranteed guaranteed IRR 12% by gomen Vietnam
2019-04-14 16:38 | Report Abuse
There is no way the lawyers bankers experienced CPEEC do not know abt kos of coal (easily 45%? of total cost)
b4 signing the IPP agreements
Blog: Jaks Resources - The Matrix Behind The Vietnam PPA
2019-04-17 08:40 | Report Abuse
Nampak questions mcm same style je Sslee boleh kerjasama dgn MSWG both asking almost questions yg sama
Is it a good idea to have MSWG watch over ALP too?