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2019-04-14 10:47 | Report Abuse
Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar
2019-04-14 10:45 | Report Abuse
Pokoknya
150m uninspiring profit tu dah enough to support harga sampai 2.00
2019-04-14 10:40 | Report Abuse
Sarifah ada povide sikit for Vietnam bossku entertainment
LOL
2019-04-14 10:37 | Report Abuse
Mention 250m klau hiccup mcm mana?
Sslee kan hentam kat AGM kao kao x beri muka langsung
2019-04-14 10:32 | Report Abuse
Tapi to b fair cannot accuse Andy tanpa bukti
Besar kemungkinan Andy pun main konsevatif mention low profit dulu baru no pressure
2019-04-14 10:29 | Report Abuse
Tgk i con share same 500m already low opinion dgn Sarifah
2019-04-14 10:26 | Report Abuse
150m lebih baik forget abt 10% extra tu je
Loss for 25 years buat impairment immediately
2019-04-14 10:24 | Report Abuse
Yg liar tu even suggest kan loss for 25 years ...
2019-04-14 10:22 | Report Abuse
150m cukup beli extra 10% option tu ke?
2019-04-14 10:19 | Report Abuse
Ballpark
Projek cost 7.8b PAT 500m
PE 15.6x
Langsung not inspiring at all
2019-04-14 10:15 | Report Abuse
150m total baru 500m actually not high malah very low
2019-04-14 10:12 | Report Abuse
U ni lagi satu bukan main lagi angkuh dan liar
Few clicks kat Google u berani sentence a 7.8b projek dead n assigned to the dustbin
2019-04-14 10:08 | Report Abuse
Ni jz too glaring for lawyers bankers experienced CPEEC to miss b4 signing IPP agreements
Sarifah anggap ni sampah
=====================
probability FULL SUMMARY:
..............
1) MFCB Selling Price of electricity (Max):
= 0.080 USD/KwH (1)
2) MFCB net profit, adjusted as per debt structure of JAKS:
= 0.023 USD/kWh (2)
3) MFCB cost of production, 'variable + Fixed' distributed per kWh:
= (1) - (2)
= 0.057 USD/kWh (3)
4) The additional variable cost of production due to Coal by Jaks above MFCB is at least:
= 0.047 USD/kWh (4)
5) It is known from literature that hydroelectric variable operating cost is less than 0.010 USD/kWh compared to coal gasification at 0.04 to 0.080 USD/kWh
refer Table 3 page 33 of link below:
https://www.usea.org/sites/default/files/Operating%20ratio%20and%20cost%20of%20coal%20power%20generation%20-%20ccc272-1.pdf
6) As such in order for JAKS to still make 150 M profit as someone had promised, i.e 0.015 USD/kWh, someone (EVN or Government) has to subsidize by this amount:
0.015 USD/kWh (the net profit) :
= Selling price (1) - MFCB cost (3) - JAKS additional cost of coal (4) + subsidy (X)
Subsidy (X) from above works out to be = 0.039 USD/kWh
That is like 400 Million by someone for JAKS alone at 30% stakes.
who the HELL is going to fork out 1.2 BILLION RM annually for FREE?
...................................................................
14/04/2019 9:44 AM
2019-04-14 10:04 | Report Abuse
LOL Sarifah about to ask for u to provide MFCB detailed profit for Sarifah to kaji
2019-04-14 08:48 | Report Abuse
Compare it to the kos projek RM 7.8b
2019-04-14 08:38 | Report Abuse
Figures for IPP Vietnam from various sources don't jive
Sarifah decide to main konservatif
Sarifah ignore GIGO coal data/input from Google
Sarifah oso not impressed by the 150m sbb way too low
2019-04-14 08:31 | Report Abuse
Weird question ni...
My question is, what benefit that ""accounting profit"" shareholders get?
Mcm asking what benefit to u that ur house has appreciated in value
Maybe b klau apabila harga rumah u drop a lot then baru the benefit to u is clear
Hurt focuses the mind
- A pliers carrying Charlie Munger
LOL
2019-04-14 08:28 | Report Abuse
qqq3 dah have ur family dinner chit chat with junior?
2019-04-13 18:31 | Report Abuse
Some more klau x salah Sarifah IPP agreements dibawah OSA mana can jz Google jer
2019-04-13 18:26 | Report Abuse
U compare latest technology dgn whatever craps u found Googling
Sarifah place bet on trusting the management
2019-04-13 18:24 | Report Abuse
CPEEC power plant dgn latest technology efficient
Utilisation more likely more than 77%
2019-04-13 18:22 | Report Abuse
Many levels of review b4 IPP agreements can b signed la
Ni billion USD project la
2019-04-13 18:20 | Report Abuse
Maybe lu punya coal kos etc yg plucked from d air
2019-04-13 16:21 | Report Abuse
Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar
2019-04-13 16:18 | Report Abuse
Kenanga150m pun dah kelihatan low
2019-04-13 16:16 | Report Abuse
Yes la GIGO
The minute signed agreements je loss for 25 years?? Seriously?
2019-04-13 15:07 | Report Abuse
Singapore co ventured to the West yg give it problems?
West matured economies la
2019-04-13 15:04 | Report Abuse
Singapore co shd not issued bon to public
2019-04-13 15:03 | Report Abuse
U punya coal kos dan input mesti something wrong
Too obvious for lawyers bankers experienced CPEEC to miss
2019-04-13 14:50 | Report Abuse
Sarifah berjiwa IPP tetap unapologetic angkuh dan liar
2019-04-13 14:49 | Report Abuse
Sarifah chose to believe Kenanga 150m and IRR 12%
2019-04-13 14:48 | Report Abuse
Only coal kos je whole IPP sudah x viable mana mungkin??
2019-04-13 14:45 | Report Abuse
So much data now jz calculate Jaks own IPP profit or loss
Leave MFCB out of this
2019-04-13 14:43 | Report Abuse
Coal cost jz hampir sama elektic tariff?
One look jer nobody kan sign agreements IPP tu
2019-04-13 14:41 | Report Abuse
The more u put the more it is not likely
U jz seorang yg can count?
2019-04-13 14:40 | Report Abuse
Bukan je water like sunshine no cost
Jaks coal is even higher then normal??
2019-04-13 13:29 | Report Abuse
Suspek CPEEC entered into a stupid IPP JV venture
2019-04-13 13:28 | Report Abuse
Suspek banks financed a stupid IPP venture
2019-04-13 13:27 | Report Abuse
Suspek lawyers drafted stupid IPP agreements
2019-04-13 13:23 | Report Abuse
Sekali lg back to suspek Jaks has signed stupid agreements again
2019-04-13 11:33 | Report Abuse
U retard u idiot si bodoh baru u faham
Take u so long konfirm u retard u idiot u si bodoh
deMusangking aiyoh, jangan cakap sikit sokit sini sana kalau betul betul tak faham, dengar saja lah !!!
haha
13/04/2019 11:09 AM
2019-04-13 11:31 | Report Abuse
U idiot retard si bodoh u better start worrying
2019-04-13 11:27 | Report Abuse
U idiot u retard si bodoh u staring at death u lagi x taham x tahu
2019-04-13 11:22 | Report Abuse
deMusangking u retard sibidoh
Klau guna probaliti calculations Jaks IPP Vietnam wil make a loss
2019-04-13 11:18 | Report Abuse
TP 7 to 10 to now a loss making venture?
Stock: [JAKS]: JAKS RESOURCES BERHAD
2019-04-14 16:35 | Report Abuse
Maybe..
Sounds like there is help from gomen Vietnam
Subsidy subsidy
Guaranteed guaranteed IRR 12% by gomen Vietnam
qqq3
The last time I met Andy, he says this cashflow is conservative because don't want to show Vietnam government super profits......reasonable or not?
14/04/2019 3:58 PM