JustForFun's comment on RENEUCO. All Comments

JustForFun
2 Like · Reply
Leta do some numbers here:

1) hydro from Assb will contribute around 10m per annum assuming the plants operate at 90% efficiency with a profit margin of 25% at a FIT of 0.243 kwph (total 29000 kw)

2) LSS4 in pahang will contribute around 7.8m annually assuming 6 hours of sun per day with 80% efficiency at a FIT of 0.18 kwph (total 50000 kw) and 50% profit margin (less costly to maintain solar farms compared to hydro)

Reneuco will get a recurring income of 18m roughly per year. ECRL requires how much power? It should be in excess of 1GW or maybe lesser i cant be sure but it would be recurring income as well….. any epcc win now is a bonus
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The Undertaker
what about operating cost per annum of those hydro power plants?
Like · 10 months · translate
JustForFun
My calculations assumed 75% of the revenue is used as operating costs including financing costs hence a 25% profit margin, the revenue in total is 55m so the 10m in net profit
1 Like · 10 months · translate
Jacklin Tan
diluted shares?
Like · 10 months · translate
pang
哇@justforfun
很好的分析和分享

谢谢感恩

大家股市巨赚
。。。。。
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Like · 10 months · translate
JustForFun
@pang 不客气这些也只是根据我的了解分析罢了,这个只是他们手上的两个建好的asset,他还有一个hydro 在建着那个好了又多几百万收入了,还有东铁呢
1 Like · 10 months · translate
pang
只是不明白这次业绩亏损那么多的?

这样明天再慢慢买进
等高了再套利 再留一部份
。。。
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1 Like · 10 months · translate
JustForFun
因为他们做impairment,你拿掉的话其实赚9m
1 Like · 10 months · translate
Alan Tam
Diluted shares will affect EPS in every QR but if the holder chosen to maintain their shareholding then the floating shares in the market is more or less considered same. Those are substantial shareholders, so if they are selling or buying they will need to announce change of shareholding in Bursa announcement.
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Like · 10 months · translate
Alan Tam
Justforfun, what is the total mw of all of their current hydropower plants?
Like · 10 months · translate
pang
好的谢谢您

人品好 心态就好
心态好 到哪里都赚到钱
。。。。。。。
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Like · 10 months · translate
pang
这样我更加有信心再买进

感谢感恩
1 Like · 10 months · translate
JustForFun
@alan tam, i cant remember accurately but i think the total under them now is 119mw, 29mw from ASSB, 50mw from LSS4, the rest should be their remaining hydro project which is still under construction. If they win ECRL then thats another 400mw ? But for ecrl need to depend on how citaglobal negotiate the terms of tariff, whether it is a take or pay, it should, by right
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Like · 10 months · translate
Jacklin Tan
those companies just acquired the shares from Reneuco as they issued the shares direct to those companies to hold.
Like · 10 months · translate
Alan Tam
Same as Private Placement, they issued new shares to those subscribers therefore the shares will be diluted and affect their EPS.
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