All Active Asset Capital Share Discussion Threads

[andrbea] 31/3/2015 14:34

March 16th, 2015 The board of CyberPlanet Interactive PCL (CYBER) approved to acquire 100 per cent of common shares in Andaman Power and Utility Co (APU) for 340 million baht ($10.49 million). This is the group’s first move to diversify into the energy business, aiming to create more revenue and profit apart from its property development business. hTTp://www.dealstreetasia.com/stories/cyber-taps-into-energy-biz-by-acquiring-apu-for-10-5m-4029/ relevance to AAA? reminder: All Asia Asset Capital, an investment company focused on investing in the Asia Pacific region, also increased its stake in APU to 7% of the equity with the acquisition of a 4.5% stake from Chakris Kajkumjohndej. hTTp://www.cospp.com/articles/2014/07/aggreko-gas-engine-deal-for-myanmar.html This proposed takeover of APU by CYBER warrants an RNS from AAA I reckon......................

[andrbea] 23/3/2015 13:53

what about a 'we know of no reason for the fall' rns?

[andrbea] 19/3/2015 13:33

c'mon lads, give us a trading update.... zzzzz

[andrbea] 12/2/2015 12:32

c'mon lads, give us a trading update.... zzzzz

[andrbea] 10/2/2015 14:31

if the Dawei project does go ahead this year, then AAA's stake in the gas-fired power plant there could bring them good gains I reckon. Just look how big a hub port Dawei would be for the entire region: hTTp://www.mmtimes.com/index.php/business/13062-financing-still-not-certain-for-dawei.html AAA's involvement: hTTp://www.morningstar.co.uk/uk/news/AN_1404814797524468500/all-asia-asset-capital-ups-stake-in-apu-as-myanmar-deals-signed.aspx

[andrbea] 09/1/2015 13:32

Myanmar plans 41 new power plants in 15 years Authorities seek to boost electricity capacity by seven-fold within 15 years, while locals fret over environmental impacts The Nation - Thailand Tuesday 4 November 2014 Myanmar has mapped a 15-year power development plan to meet increasing demand, setting its sights on boosting capacity from 4,581 megawatts to over 29,000MW in 2031. hTTp://www.eco-business.com/news/myanmar-plans-41-new-power-plants-15-years/

[andrbea] 09/1/2015 13:26

Private investment to spark electricity boom By Aung Shin | Monday, 05 January 2015 What’s happening right now is that gas-fired power plants have become expensive, and people don’t want to accept hydro and coal,” said U Khin Maung Win, director general of the Department of Electric Power. “We don’t have any other options – but we want positive suggestions.” “We are in a very tight corner to implement these power projects,” he added. Although often more expensive, there has been significant foreign interest in Myanmar gas-fired power projects. Companies from countries like the US, Hong Kong and Korea have won or are competing for tenders. In 2014, American firm APR Energy won an industry award for its Kyaukse project, while Hong Kong’s V Power won a tender for a gas-fired plant for the Kyaukphyu special economic zone. A gas-powered plant was also set up in Thaketa in 2013 by a Singaporean firm. While efforts to attract foreign interest in gas-fired plants appear to be bearing the most fruit, Myanmar is also experimenting with green technologies. hTTp://www.mmtimes.com/index.php/business/12723-private-investment-to-spark-electricity-boom.html

[andrbea] 09/1/2015 13:19

AAA's main project (a gas-fired power plant at Dewai) hTTp://www.cospp.com/articles/2014/07/aggreko-gas-engine-deal-for-myanmar.html

[andrbea] 08/1/2015 10:41

why no update on their projects?

[andrbea] 07/12/2014 15:10

During his speech, Modi said the government would convert its 'Look East' policy into 'Act East'. He added the government had signed an agreement with Japan to open an economic corridor with Myanmar, which would start from the northeast and boost employment in the region. hTTp://www.business-standard.com/article/economy-policy/govt-will-focus-on-gas-based-power-narendra-modi-114120200021_1.html

[andrbea] 07/12/2014 15:09

Of Myanmar's 27 power plants, GE is operating 18 , while the remaining nine are run by two Japanese companies -- Hitachi and Mitsubishi. According to Myanmar official statistics, U.S. investment in Myanmar amounted to 323.6 million U.S.dollars hTTp://www.globalpost.com/dispatch/news/xinhua-news-agency/141114/us-company- help-myanmar-improve-gas-power-plant

[andrbea] 07/12/2014 14:52

another power plant coming in Myanmar Its push for coal projects in other parts of Southeast Asia also continues. In October, a consortium of Thai, Burmese and Japanese firms agreed to conduct a study for a massive 2,640-megawatt coal-fired power plant in the seaside town of Myeik in southern Myanmar. hTTp://online.wsj.com/articles/thailand-places-a-coal-plant-next-door-1417643290

[andrbea] 12/11/2014 13:00

AAA they have a stake (from 2013) in a project to build a gas-fired power plant in Myanmar look at the investment being planned there: Myanmar plans 41 new power plants in 15 years Authorities seek to boost electricity capacity by seven-fold within 15 years, while locals fret over environmental impacts Myanmar has mapped a 15-year power development plan to meet increasing demand, setting its sights on boosting capacity from 4,581 megawatts to over 29,000MW in 2031. hxxp://www.eco-business.com/news/myanmar-plans-41-new-power-plants-15-years/ Also Thilawa SEZ to build 50-MW gas-fired power plant Published on Monday, 03 November 2014 23:55 Thilawa Special Economic Zone (SEZ) plans to build a 50-MW power plant and another 20-MW power needed for SEZ will be taken from the national power grid, according to Myint Zaw, marketing chief from Myanmar Thilawa SEZ Holdings Public Ltd. hxxp://www.elevenmyanmar.com/index.php?option=com_content&view=article&id=8006:thilawa-sez-to-build-50-mw-gas-fired-power-plant&catid=33:business&Itemid=356

[andrbea] 16/10/2014 08:11

AAA seem well-placed with an electricity generating project, at a time when ADB and World Bank are injecting funds, big time: Meanwhile, Myanmar’s electricity access is expected to improve in the next five years as the World Bank is also seeking to invest 1 billion US dollars in its power sector, including electricity generation, transmission and distribution. The bank said Myanmar could increase access to electricity to 50 percent of the population in 2020 with the funding and private sector, and it is expected to achieve the government’s goal of national electricity access by 2030. hxxp://www.dailytimes.com.pk/region/16-Oct-2014/myanmar-striving-to-enhance-nationwide-electricity-access

[andrbea] 16/10/2014 08:04

power demand curve (Myanmar) till 2030 hxxp://www.thefinancialexpress-bd.com/2014/10/12/60654 big conference coming up too it says (ADB is a sponsor, where AAA are introduced methinks)

[andrbea] 20/9/2014 16:37

AAA's proposed power plant is to feed the Dawei port area/economic zone. That project got delayed in the past year (a dispute with the lead contractor, ITD), but seems to have a fresh dynamic now: article: September 18, 2014 1:00 am THAILAND AND MYANMAR are keen to proceed with the joint development of Dawei Special Economic Zone, with updated proposals to be tabled during the Thai prime minister's visit next month, said a Myanmar official. hxxp://www.nationmultimedia.com/business/Bilateral-deal-on-Dawei-unchanged-30243516.html

[andrbea] 28/8/2014 14:42

is that us I wonder? I even met a 23-year-old from a London private equity group who’s there with $100 million behind him trying to secure a $600 million power plant contract. Being the prodding journalist, I asked if his company was interested in going green with Myanmar’s biggest power plant. (You know, last frontier…chance to do it differently than everywhere else.) hxxp://www.cntraveler.com/stories/2014-08-26/a-guide-to-myanmar-the-last-uncharted-frontier

[andrbea] 18/7/2014 07:25

hxxp://www.cospp.com/articles/2014/07/aggreko-gas-engine-deal-for-myanmar.html

[andrbea] 06/7/2014 10:42

nice rise on Friday; news leak hopefully what will be their next investment?

[andrbea] 18/1/2014 15:05

no news since November come on chaps, give us details of another investment....

[4pens] 11/1/2014 09:54

Telegraph today

[andrbea] 02/12/2013 12:12

rns (nov 28) about that resort a photo thereof: replace hxxp with http in link below: hxxp://starsapphiregroup.com/myanmaralluregroup.htm

[andrbea] 29/11/2013 15:24

I like their new investing policy too (they want to go after bigger fish) The Company's existing Investing Policy also provides that initial investments will typically be GBP500,000 to GBP1,000,000 in each project. The Board is proposing to amend the Company's existing Investing Policy by removing these limits in order to allow greater flexibility for the Company to consider larger size projects whilst exercising the Company's ability to combine cash, equity and/or debt to satisfy the consideration, in whole or in part, for such investments. The Board expects that the changes to the existing Investing Policy will provide more flexibility for the Company, the ability for it to evaluate a wider range of investment proposals and afford greater protection for the Company against the impact of any short-term economic downturn in a specific area within the proposed wider geographic region, which may negatively influence investor sentiment within that region.