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2,237 comment(s). Last comment by Just88 at May 25, 2021 9:32 AM
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SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:06 PM | Report Abuse

Figure besar maka syer to issue pun besar


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:06 PM | Report Abuse

SarifahSelinder Issuing shares at 1.07 se syer to buy

Tapi purchase price not yet set

Jadi is PEB a good buy at present price?

It all depends on if offerors wil leave anything on the table

Klau paid full value to offerors then no point nothing left on d table dan tones of syer will b issued


Side note it will be interesting to see how d IPP are valued guna DCF ke? PE ke? Owner earning ke? Apa ke?

A guide for valuing JAKS

21/02/2021 9:42 AM

22/02/2021 6:40 PM


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:07 PM | Report Abuse

Good or not depends on if anything is left on d table


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:08 PM | Report Abuse

Typo


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:08 PM | Report Abuse

To b exact mcm Mwh DC


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:09 PM | Report Abuse

Mwh PEAK


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:10 PM | Report Abuse

Tanya byk what is u punya calculation?


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:12 PM | Report Abuse

U seorang je yg tahu value IPP sellers x tahu?


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:16 PM | Report Abuse

Good or not u r depending on d generosity of the sellers of IPP

Ada ka orang yg x tamak??


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:45 PM | Report Abuse

Exactly

1,300,000,000 ÷ 1.07 se syer

= 1,214,953,271 nos of syer to issue to buy the IPP


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:45 PM | Report Abuse

Billion syer la tu


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 12:46 PM | Report Abuse

1,000,000,000 new syer


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 1:15 PM | Report Abuse

SarifahSelinder RTO ni

23/02/2021 10:36 AM


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 1:15 PM | Report Abuse

U x faham la


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 2:00 PM | Report Abuse

Aiya geram


paulthesotong
1442 posts

Posted by paulthesotong > Feb 23, 2021 2:27 PM | Report Abuse

To rephrase " THe solar plants are anticipated to generate a cumulative avg. Of 123 GWh or energy per year".....how much revenue for 123bGWh? anyone?


paulthesotong
1442 posts

Posted by paulthesotong > Feb 23, 2021 2:29 PM | Report Abuse

1 plant of 30Mw ac , 2 plant of 4 Mw ac n 3 plant at 30 Mw ac.


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 2:58 PM | Report Abuse

Is it unconditional MGO??


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 2:59 PM | Report Abuse

Typo


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 2:59 PM | Report Abuse

Is it conditional MGO?


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 3:00 PM | Report Abuse

Tot dah ada 65%


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 3:02 PM | Report Abuse

Tell Sarifah ur game plan

Sarifah kaji valid or not


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 3:32 PM | Report Abuse

Ada orang control to avoid 2 limit up


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 3:33 PM | Report Abuse

Klau berani beli la 1.93 tapi ni cara judi


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 3:35 PM | Report Abuse

Avoid 2 limit up so tat good time can continue no freezing tomoro

Berani beli 1.93?

AWAS: Ni bukan buy call


ceres22
895 posts

Posted by ceres22 > Feb 23, 2021 3:47 PM | Report Abuse

went in this morning, hopefully can enjoy LU tmr


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 3:57 PM | Report Abuse

Klau control so tat no freezing tomoro then tis point x valid la

Besides already 65%



investorbat Boss just bought 37%,at least 50% of shareholding for the RTO to get over,he must buy another 17%(17%x 69mil)=9mil shares from open market.Yesterday n today less than 12mil shares traded up to now.may lu

23/02/2021 2:45 PM


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 3:59 PM | Report Abuse

Most likely buying due to misunderstanding


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 4:01 PM | Report Abuse

Think patut freeze so tat cam cool down to think things over


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:07 PM | Report Abuse

Just recently, Pimpinan Ehsan Berhad (“PEB”) had entered a Heads of Agreement (“HOA”) with group of reNIKOLA. HOA is beyond the scope of Memorandum of Understanding (“MoU”), which is only known as a “handshake” between 2 parties. It is also beyond Memorandum of Agreement (“MoA”), which has very little legal binding. HOA is a more serious and proper way for corporate exercises especially on merger & acquisition.



The origin of PEB could traced back to it being named under TRIplc Berhad. However, it had been considered as a PN16 company under Main Market Listing Requirement (“MMLR”). PN16 is equivalent to GN2 in ACE Market. It simply means the exchange had recognised this company as a temporary “shell” and cash vehicle waiting for vehicle after its core business disposal. PEB had sold its principle subsidiary to Puncak Niaga Holdings Berhad (“PUNCAK”).


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:07 PM | Report Abuse

Corporate Structure



Interestingly, under reNIKOLA there were 5 key subsidiaries that investors should take note.


reNIKOLA (Arau) Sdn. Bhd. (“RE.ARAU”);

reNIKOLA (Gebeng) Sdn. Bhd. (“RE.GEBENG”);

reNIKOLA (Pekan) Sdn. Bhd (“RE.PEKAN”);

reNIKOLA Solar Sdn. Bhd (“RE.SOLAR”).; and

RE Gebeng BKH Sdn. Bhd. (“RE.BKH”).



These companies, collectively known as reNIKOLA are involved in the green energy, a.k.a. solar power segment. Before we discuss deeper about these subsidiaries, we will now take a better look at PEB first.


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:07 PM | Report Abuse

PEB has been a cash company under PN16 and held RM 70.32 Million in cash, PEB will attempt to purchase reNIKOLA via issuance of new shares, in which the numbers of shares to be issued shall vary but would be based on an issue price of RM 1.07 per share.



For example, if the acquisition would be RM 50 Million, hence the number of share issuance would be RM 50 Million divided by RM 1.07 per share. If it would be RM 100 Million, then the number of share issuance would be RM 100 Million divided by RM 1.07 per share.



The basis of RM 1.07 originates from the acquisition of Pitahaya (M) Sdn. Bhd. (“PITAHAYA”), despite not having the final information shown as who is Pitahaya (M) Sdn. Bhd., but upon studies it was identified that Ciruela Sdn. Bhd. (“CIRUELA”), which is the holder of convertible preference shares of reNIKOLA. CIRUELA was also known to be own by Lim Beng Guan.


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:07 PM | Report Abuse

PITAHAYA had purchased 37.4% shares from the existing major shareholders of the company and emerges as the single largest shareholder of the company. However, the purchase of 37.4% had triggered the 33% threshold to issue an unconditional mandatory take-over offer (“MGO”). This means that to be fair to minor shareholders, PITAHAYA or Lim Beng Guan had to purchase all remaining shares from the other shareholders at the price of RM 1.07 per share. It is up to the existing shareholder to commit to sell the shares or not, but based on the future expansion plan of reNIKOLA, the actual number of people selling should be close to 0.



As of the shares for reNIKOLA, it is currently being held by Boumhidi Abdelali which holds 70% of the shares and YAM Tengku Zaiton Ibni Sultan Abu Bakar held the remaining 30% shares. It was also known that Lim Beng Guan held preference shares of the company. However, the dilution effects are yet unknown.



Moving on, RE.ARAU held around 3,000,000 Redeemable Preference Shares (“RPS”) in SBU Power Sdn. Bhd. (“SBUP”). SBUP is currently operating a solar photovoltaic power generation facility with capacity of 3.996 MW per annum located in Arau. RE.ARAU had signed a Power Purchase Agreement (“PPA”) with Tenaga Nasional Berhad (“TNB”) or under SEDA. The business model involved would be build, own, operate (“BOO”) and maintain.


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:07 PM | Report Abuse

Under SEDA, there are 2 models of renewable energy generated to be sold to TNB or SEDA. Under the Feed-in Tariff mechanism, you may export your solar energy generated to TNB at a certain price. As for NEM, you may go through this mechanism and generate your own electricity and reduce electricity bill. In short, reNIKOLA falls under the FiT category. Despite FiT was known to be indexed to inflation rate since 2013, it should also be noted that the rate remains unknown.



The directors of this company are same as reNIKOLA, and the sole shareholder is reNIKOLA. RE.ARAU announced that they have 7,468,500 RPS, but based on Rating Agency Malaysia (“RAM”), the ultimate or economical shareholding would still 100% belong to reNIKOLA.



RE.GEBENG holds 8,600,000 RPS in RE Gebeng Sdn. Bhd. (“REG”), which operates a solar photovoltaic power generation facility with the compacity of 29.916 MW. The directors of this subsidiary is similar to reNIKOLA and the single shareholder is reNIKOLA as well. The company did have 42,425,520 RPS which did not state the ultimate shareholder.


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:08 PM | Report Abuse

RE.PEKAN is currently in the midst of subscribing RPS in Halpro Engineering Sdn. Bhd. (“HESB”), which this company operates a 30.00 MW solar photovoltaic power generation facility in Pekan. RE.PEKAN is similar to RE.ARAU, which RE.ARAU had just completed their RPS acquisition recently.

On a side note, RE.PEKAN have the same directors as reNIKOLA and the single shareholder isreNIKOLA as well. The company does not have any existing RPS.


RE.SOLAR was newly setup and was involved in the provision of operations and maintenance, treasury and management services for solar plants. This would serve as the management company for all the power plants under reNIKOLA’s management. The directors are same as reNIKOLA and the single shareholder is reNIKOLA.


As for RE.BKH, the company was poised to be a project based company to design, construct and commission a new solar photovoltaic power generation facility with the capacity of 250 MW. Currently the directors of the company includes YAM Teng Zaiton Ibni Sultan Abu Bakar and Boumhidi Abdelali. The two respective directors held 44.5% and 0.5% shares respectively and the rest of 55.0% was held by reNIKOLA.


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:08 PM | Report Abuse

reNIKOLA Total Solar Photovoltaic Plant Capacity

To recap, RE.ARAU now has 3.996 MW capacity per annum and signed a PPA with TNB. RE.GEBENG is operating another solar power plant with 29.916 MW and RE.PEKAN was operating another 30.00 MW solar photovoltaic power plant. The total in operation capacity would be 63.912 MW capacity per annum and a new plant with 250 MW, adding up to be 313.912 MW. However, under the joint press statement by PEB and reNIKOLA, they mentioned that the MWp would be up to 418, which enhances the potential value of the company.


In Nov 2020, reNIKOLA also received a AA3 rating for their issuance of ASEAN Green SRI Sukuk Programme for a total of RM 390 Million for project refinancing purposes. This SUKUK is aligned with the transparency and disclosure requirements of Securities Commission Malaysia (“SC”), Sustainable and Responsible Investment Sukuk Framework (“SRI”), the ASEAN Green Bond Standards (“ASEANGBS”) and globally recognised Green Bond Principles (“GBP”).


I am only able to share so much to not confuse investors and give investors some time to digest these information. Yes I had invested in PEB, and this company would surpass SAMAIDEN's market cap any time now. Heed my words, DO NOT miss out on this company!


fscprops
32 posts

Posted by fscprops > Feb 23, 2021 4:08 PM | Report Abuse

https://klse.i3investor.com/blogs/isolargem/2021-02-23-story-h1541227675-THE_NEXT_10X_SOLAR_STOCK_THAT_YOU_SHOULD_BUY_NOW.jsp


winetime
57 posts

Posted by winetime > Feb 23, 2021 4:08 PM | Report Abuse

Heehehe... got ticket, anyhow.

Huat ah! #Dayday #limitup #PEB


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 4:17 PM | Report Abuse

Klau offerors sell the IPP to PEB at full value u habuk pun xda

Tons of syer will be issued

IPP earnings FULLY DILUTED


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 4:19 PM | Report Abuse

IPP earnings FULLY DILUTED in the hands of PEB upon purchase


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 4:21 PM | Report Abuse

Offerors take everything

Offerors take full value

U take habuk

Mungkin juga kan ada RI PP klau IPP tu belum siap lagi


influenza19
229 posts

Posted by influenza19 > Feb 23, 2021 4:22 PM | Report Abuse

limit up today?? tomorrow this counter holiday. boring arr.......


ceres22
895 posts

Posted by ceres22 > Feb 23, 2021 4:24 PM | Report Abuse

already LU, tmr will be freeze.....


SarifahSelinder
3471 posts

Posted by SarifahSelinder > Feb 23, 2021 4:25 PM | Report Abuse

U orang too eager

Spoilt d plan


ceres22
895 posts

Posted by ceres22 > Feb 23, 2021 4:26 PM | Report Abuse

ya la....haih....best 1 or 2 bids below LU price


ceres22
895 posts

Posted by ceres22 > Feb 23, 2021 4:27 PM | Report Abuse

better take profit today cuz tmr sure down


winetime
57 posts

Posted by winetime > Feb 23, 2021 4:27 PM | Report Abuse

What plan to spoil, who care ?
As long make money


paulthesotong
1442 posts

Posted by paulthesotong > Feb 23, 2021 4:34 PM | Report Abuse

Achtung Baby.... GERMAN Technology...plants


ceres22
895 posts

Posted by ceres22 > Feb 23, 2021 4:37 PM | Report Abuse

at this point, nobody will sell


taitaumau
200 posts

Posted by taitaumau > Feb 23, 2021 4:45 PM | Report Abuse

Too much $$$ chasing 2 little goods ??

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