just curious, what happen to the sifu that use to write many fundamental reports on jaks?? my apology I cant remember his name. perhaps aseng sifu can enlighten.tq
Amukutty, surely i know because I m also a member of DK's private group. I also know that DK made a lot of money from Jaks and has decided to retire from i3 totally including his private group. He should be somewhere enjoying his retirement now.
********************************************** Amukutty Just88 his name is DK66 26/01/2022 4:37 PM
I think JAKS is the company keep asking money from investors via never ending RI, PP and rewarded the Directors with LTIP shares option and free shares grant.
Sslee, DK's first TP is 2.50 (pre adjustment for PP & rights), he said that 0.80 now is equivalent to almost RM2.80 pre adjustment price. He wrote an article for his group exclusively to explain the rationale for profit protection. His group benefited from his advice but not so fortunate for the i3 public forum.
From Aseng, what is the fair value ? Based on the calculation done by DK , the fair value is RM1.50, derived after the conversion of all the warrants plus a 30M per year for domestic business loss for a period of 5 years so it is a right decision for me to do nothing but enjoy my days talking to my good friends here for 2 years and expected to make a return of not less than 300%
@Just88, Are you saying DK's first TP is 2.50 (pre adjustment for PP & rights), he said that 0.80 now is equivalent to almost RM2.80 pre adjustment price.
And the above fair value calculation of RM 1.50 is not from DK but from Aseng's calculation?
Sslee, too bad DK is not here to provide the explanation. I was initially puzzled by his profit taking call as the sentiment was superb then but he provided strong and valid reasons for his call, so I took his advice. He did mention RM1.50 as his fair value derivation from DCF valuation which is long term in nature. So, perhaps RM1.50 is a long term valuation. I m not sure. Maybe you could email DK himself.
I do not always take fair valuation as the TP. Just look around, how many stocks are trading at fair valuations. Most are rather trading at way under or over the academic valuations.
if treat this as trading stock, it's ok ..... if treat it as investment grade like MFCB, is too much bias ...... MFCB pays div. MFCB earning is stable and it's green energy .....
Hydroelectric is only green energy in your dream, you want true green energy, go nuclear pah if you are not scared of nuclear meltdown. We just gotta admit that human is indeed a virus, whatever advancement we make is destined to damage the ecosystem of earth. What we can do is minimize the damage and live as long as possible like the mutated Omicron.
Firehawk:" It's green energy."
Facts: Hydroelectric dams emit a billion tonnes of greenhouse gases a year, study finds
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
sniper123
295 posts
Posted by sniper123 > 2022-01-26 10:49 | Report Abuse
just curious, what happen to the sifu that use to write many fundamental reports on jaks?? my apology I cant remember his name. perhaps aseng sifu can enlighten.tq