Posted by Just88 > 2023-07-24 15:45 | Report Abuse

soon9913, majority of the power plant profit is contributed by the capacity charge payments. Therefore higher or lower electricity production from the power plant will have marginal impact on the bottom line.

Posted by Asengkianjoo > 2023-07-24 15:48 | Report Abuse

look at the price movent yourself , a TA beginner also can seethere is operator supporting the price at current level. i also do not hope to see the price spike up too , it will spoil the effort of the operate to collect more at a low cost , then limit up with a good news . what I said is reliable ? of course NOT reliable but reasonable and logical like what Gotyou did

Posted by soon9913 > 2023-07-24 15:49 | Report Abuse

assumption to repay loan to SG bank within 5 years also not realistic there is possibility for refinance another 5 or 10years.....? concession still have 22 years left...

Posted by Just88 > 2023-07-24 15:51 | Report Abuse

soon9913, the longer the repayment period, the more interest you have to pay.

Posted by soon9913 > 2023-07-24 15:55 | Report Abuse

take loan because no cash lo ...the article above mentioning up to 9 years negative cash flow ma.. it is not realistic to use 25 years income to pay for 5 year loan.. the loan has to be 10 / 15 years tenure only make sense

Posted by Just88 > 2023-07-24 15:58 | Report Abuse

But longer term loan increases the risks for the bankers. That is probably why the JHDP loan itself only 10 years tenure.

Posted by soon9913 > 2023-07-24 16:02 | Report Abuse

u see the assumption No 3 RM250m loans with 8.5% interest rate from Singapore Banks will be taken to subscribe for the 10% additional interest in JPP to be repaid over 5 years period.

5 years not making sense

Posted by soon9913 > 2023-07-24 16:02 | Report Abuse

if that additional 10% needs pay high interest and not profitable, better they drop 10% subscription lo

Posted by soon9913 > 2023-07-24 16:04 | Report Abuse

but the lousy mgt always think of their own pocket only how to get more freee share ... never think how to improve the company's profitability

Posted by Just88 > 2023-07-24 16:08 | Report Abuse

Wow, this article is NO.1 on the top article list.

Posted by Just88 > 2023-07-24 16:10 | Report Abuse

Anyone approached the investor relation on whether the capacity charges are declining over the concession period?

Posted by soon9913 > 2023-07-24 16:13 | Report Abuse

this article got many unverified assumptions.. but one true fact is the company run by lousy management.

Posted by andrewtna > 2023-07-25 16:10 | Report Abuse

😡😈

Posted by Plantermen > 2023-07-27 08:34 | Report Abuse

Cash flows is the life blood of a company. Without disrespect to any parties or person. A negative cash flow for such a long period is disastrous not to mention a disincentive for any long investor pinning for dividend yoeld

Posted by Asengkianjoo > 2023-07-31 15:21 | Report Abuse

Dear Sslee, ...sorry....