Hoho ssleee had been shouting like in Pasar Malam if price dropped CEO will be margin call as all in Pledge Accounts, oredi tested the Lowest Price at RM 0.12 ..
Hoho CEO Ang is the only Substantial Shareholder with 14 % ( FYE2023 ) …. Not like during the Take Over intention on 2017 : 9.9 % vs 30 % … CEO Ang smart actions until the 30% be margin call , lost ard 89 % of the investment capital.
Sslee @klee, Anything to say to Mike-tikus who see ghost everywhere?
Repost from jaks forum jjohnchew Hoho ssleee yr ❤️Pokkai tin Kosong Huang had followed u to Yinson with aka id Klee, told his best lies that made 1000 % on Yinson C35 wow .. followed u ke made profit RM 250,000 on Insas WC !!🤣 26/09/2024 3:56 PM 26/09/2024 4:05 PM
klee sslee,me bz with poultry n eggs,no time for that lil boy... 26/09/2024 4:45 PM
Auntie Huang Bok Kai tin kosong, 6 months ago you bullshxxxt in TG forum this Bester China so good bla bla, today the share price lost 32.25%. In the same period of time I locked profit 4 times in TG. Don't bullshxt you lock profit on a waterfall stock ya.
China Bester Group Telecom Co Ltd SHA: 603220 Overview Compare Financials 19.18 CNY -9.13 (-32.25%)past 6 months 26 Sept, 3:00 pm GMT+8 • Disclaimer
Hoho what a low iq ssleee ran out of idea, getting tinkosong like yr lover Huang ke …why yr little bro cannot stand up !!!🤣😂😂
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Posted by Sslee > 2 hours ago | Report Abuse
Aiyoyo Mike-tikus, Are you a little boy?
Sslee @klee, Anything to say to Mike-tikus who see ghost everywhere?
Repost from jaks forum jjohnchew Hoho ssleee yr ❤️Pokkai tin Kosong Huang had followed u to Yinson with aka id Klee, told his best lies that made 1000 % on Yinson C35 wow .. followed u ke made profit RM 250,000 on Insas WC !!🤣 26/09/2024 3:56 PM 26/09/2024 4:05 PM
klee sslee,me bz with poultry n eggs,no time for that lil boy... 26/09/2024 4:45 PM
Hoho ssleee do you believe yr lover Huang only invested one stock PMCorp in KLSE but so active in i3 after hibernated more than 7 years from 2014 to 2021 ..🤣
Hoho interesting le , let’s do a case study on Jaks “ potential “ moat :
There are five types of moats:
* Low-cost production; Vietnam JV Power Plant 1200 MW production cost is managed within PPA agreement n Coal Supply agreement for 25 years until 2046 , and >
JHDP shall be exempted from corporate income tax for 4 years and 5% tax rate for another 9 years from 1st year with taxable income or 4th year whichever is earlier.
* High switching costs; successfully diversified into Power / utility industry , Vietnam power plant 1200 MW , EPCC RM 8.7 billion.
The LSS4 programme saw 30 winning bidders in total, comprising 10 projects of 50mw each, and 20 projects of between 10mw and 29.99mw. According to the EC website, only 11% out of the 823mw awarded has been completed as at 4Q2023.
An industry source says a number of companies had dropped out from the LSS4 programme, while many have missed the end-2023 COD.
Last month, Energy Transition and Water Transformation Minister Datuk Seri Fadillah Yusof said there would be no more extensions for delayed LSS4 projects. This means that those that have not completed their projects will have to pay the agreed amount of penalties.
👉(TNB) was raised to 21.8 sen per kilowatt hour (kwh) effective August 2023 .
Meanwhile, the system’s marginal price under the New Enhanced Dispatch Arrangement (Neda) wholesale market is averaging about 25 sen per kwh as at June 2023, which is “a decently large premium to LSS4 winning bids of 18 to 20 sen per /kwh for 30-50MW packages,” .
Jaks LSS4 50 MW Project in Penang with Free Hold Lands is completed, commissioned n COD on August 2023 >> one of the earliest LSS4 winners achieved on the COD schedule.
Hoho LSS3 allowed Foreign MNC companies to tender but LSS4 did not allowed Foreign company to tender … looks like LSS5 2000 MW Shl be Less competitive ( LSS4 lowest bid is RM 0.14 / kwh) :
As posted earlier on LSS5 2000 MW tender :
1.) Samaiden : tendered 100 MW
2.) Solarvest : ??? , recently issued PP for funding CGPP projects , expected RM 56.7 million but Only achieved RM 28.6 million on 23/5/2024 .
3.) Jaks : tendered 200 MW .. with intention up to limit 500 MW …. Land : 1730 acres in Terengganu to be leased from TDM with rental RM 578 per acre per year .
Hoho Sslee whom always shouting Jaks with another PP for fund raising… why this time on CGPP 30 MW Project no need issue PP , construction is scheduled start on 4Q 2024 .
Hoho thanks to Sslee whom posted with currency exchange rate situations, Jaks JV Vietnam Power Plant 1200 MW asset value with EPCC RM 8.7 Billion ( USD 1.87 billion) shl be greatly reduced .
Referred to BOT 25 years contract :
BOT contract * 25 years from commercial operation date (COD). * The power plant shall 👉👉👉be transferred to Vietnam Ministry of Industry and Trade (MOIT) at no charge after 25 years.
An illustration on Jaks with 30 % :
> 30 % of RM 8.7 billion = RM 2.6 billion over 25 years .
> Jaks 30 % with investment RM 600 million ( Cash RM 200 million , RM 400 million from EPC2 construction contract Profit ) .
> Vietnam JV power plant is COD on January 2021 > BOT 25 years is maturity on 2046 .
> ROI as at June 2024 = RM 997 million
997 /200 = 499 %
Note : Sslee now see the difference on Free Cash Flow Growth as posted earlier, hope u r not that low iq le .🤣
Old man Huang Bok Kai could not sleep well last night. 5am in the morning posting here. Go see doctor, could be prostate enlargement problem or kidney problem 🤣🤣🤣🤣
Mike-tikus & Felix still in denial mode that it is their doing that brought about the flooding of i3forum with gibberish, hatred, misinformation, falsehood, cursing, trolling, provocation, insulting, name-calling and worst of all cyber sexual harassment.
> The share of profit of associates is normally presented after finance costs. This recognises that the share of profits from associates arises from what is essentially an investing activity, rather than part of the group's operating activities.
ie : the difference of subsidiary n associate company.
> In most cases EBITDA will be calculated on a controlled basis, i.e. associate/affiliate income will not be included.
> ie : Investment in Joint Venture in Non Current Asset .
Those who missed last 2 rounds from 0.125/0.13 to 0.205 and 0.13 to 0.185, now is another chance for you to buy at 0.13/0.14 and resell at 0.18/0.185 to 0.195/0.205, 30% - 40 %, a Good returns compare to fixed Deposit rates
Vietnam power plant profit is denominated in USD, weak USD will translate to lower profit to Jaks. In additional, if no mistaken, after enjoy 3 year tax free incentive, profit from power plant will subject to Vietnam gov tax 10%
The Board of Directors of LBS Bina Group Berhad (“LBGB” or “Company”) wishes to announce that SuriaHijauan Sdn. Bhd. (“SHSB”), an indirect subsidiary of the Company, has on 9 October 2024 awarded an Engineering, Procurement, Construction and Commissioning (“EPCC”) contract to Atlantic Blue Sdn. Bhd., a wholly owned subsidiary of Solarvest Holdings Berhad (“Solarvest”), to construct a 43-MWp solar farm project for the Company at a total contract value of RM104 million.
RM 104 million for 43 MWp. Jaks 50 MWp cost more than RM 200+ million. Mike-tikus how not jaks need to sell land for repayment of borrowingz and working capital?
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....
jjohnchew
3,209 posts
Posted by jjohnchew > 2 months ago | Report Abuse
Hoho ssleee had been shouting like in Pasar Malam if price dropped CEO will be margin call as all in Pledge Accounts, oredi tested the Lowest Price at RM 0.12 ..