All Active Asset Capital Share Discussion Threads

[sportbilly1976] 09/10/2013 08:15

some taking a reasonable %age loss too..

3213 - bought at 30, sold at 20
3441 bought this am at 31.4, sold at 18

back to mid teens imo. well done to those yesterday though who bought in 12-15p and sold in mid 20's

[29howard] 09/10/2013 08:13

If you do not have falia filtered then you are crazy.

So all the buyers yesterday have turned sellers.

[andrbea] 09/10/2013 08:12

maybe euclid5, but the scale of the money pouring into that small town is staggering
reminds me of how Hong Kong grew out of nothing

Dawai will have 55 berths.........


Introduction

The Dawei Sea Port (DSP) is the centerpiece of a multibillion dollar infrastructure and industrial development project in Myanmar. Major elements of the project include a new port and industrial zone located in southern Myanmar (near the town of Dawei) and highway and rail systems connecting the port to central Thailand, to provide access to transportation infrastructure to South China and other regions within Southeast Asia. The developer will be the Dawei Development Company Limited (DDC) and the general contractor will be the Italian-Thai Development Public Company Limited (ITD). The DDC was established by ITD after being awarded a 75-year concession by the Myanmar government to develop the Dawei Development Project, an ambitious project comprising an industrial estate covering nearly 204 square kilometers, oil and gas facilities, a deep sea port, power plants, steel mill, shipyard, a new township, and a transborder road/rail/power link with neighboring Thailand.

The port development will ultimately include 55 berths, including terminals for containers, general cargo, liquid cargo, LNG, coal and iron ore. In 2011 the Halcrow-Aurecon Design Consortium (HA) was awarded a contract by ITD for master planning, data acquisition, feasibility and optimization studies, and the detailed design of the port. This article provides a brief overview of the DSP project and a detailed discussion of the unique quay wall system that will be used, with concrete diaphragm walls (slurry walls).

hxxp://www.porttechnology.org/technical_papers/diaphragm_wall_quays_for_myanmar_mega_port_dawei_seaport/

[falia] 09/10/2013 07:57

THESE COULD BE £1+ NEXT FEW DAYS

[euclid5] 09/10/2013 07:56

ok thanks for that clarification andrbea - think they are now overvalued as we don't have details of the Capex for APU & AAA wi stake

[andrbea] 09/10/2013 07:52

ref post 9
don't confuse the 2 things: the 60B project is to build the deep-sea port (civil works). But, of course, the machinery & township that will spring up to serve it will need power. And there is a power shortage in the area it would seem.


Thailand. Thailand and Myanmar also agreed on plans to set up special-purpose companies (SPCs) to manage projects including the port, road and rail links, power plants, water facilities, industrial..."
hxxp://www.bangkokpost.com/business/news/369267/.

[euclid5] 08/10/2013 22:41

Taken from Andaman Power & Utility website

hxxp://apu.co.th/#./chairman

"As we are approaching the new age of ASEAN ECONOMIC COMMUNITY (AEC) in the year of 2018, we are certain by that time, our company will be one of the largest Electrical providers in the Republic of Myanmar and will be ready to meet of the challenges in the coming years"

[euclid5] 08/10/2013 22:15

If they have a small stake in Andaman Power and Utility Company Limited - then they may IPO in the future & have a wi in the Power Plant - we may of missed the boat on AAA as it's now mkt cap over £55m

but what an interesting stake to have & more to follow

[euclid5] 08/10/2013 22:13

Thanks for the web link andrbea - if this is a $60B project - wonder what AAA share is - even at 1% - $600m

[euclid5] 08/10/2013 19:13

Hi cyberbub - once they pay this out they will still have change - very overvalued considering we don't know the value of their stake & if they have to invest in the capex - somehow don't think they do as they have just taken a stake in APU

The consideration of acquisition is to be satisfied by US$1.25 million in cash on completion of the Acquisition.

[euclid5] 08/10/2013 18:58

Dawei gas power plant to be completed by 2016

hxxp://elevenmyanmar.com/national/3137-dawei-gas-power-plant-to-be-completed-by-2016

A natural gas-powered electric plant to be built by the Dawei Power and Utility Co, Ltd (DPU) will be completed in January 2016, according to officials.

The power plant will be built in Yayphyu Township, Taninthayi Region and will generate 500 MW according to Win Swe, the regional minister for electric power.

The minister said that the project would start construction after an environmental and social impact assessment had been conducted at the end of 2013. The construction period had been divided into three phases.

Local people from Taninthayi Region are now paying for power at about K 500 per unit as the national grid is not accessible to the public.

The construction period for the first 180-MW power plant will be from January 2014 to January 2015 as the first phase of the project. Another 180-MW plant will be built between July 2014 to July 2015 in the second phase and the last 160-MW plant from December 2015 to December 2016.

[euclid5] 08/10/2013 18:50

shame they never mentioned the potential value of the power plant - 500 MW

[cyberbub] 08/10/2013 18:39

Can anyone clarify why the company has rocketed to a market cap of £50M when it only has cash of around £3M? The investment looks interesting but they can't magic cash out of nothing?

[andrbea] 08/10/2013 16:22

so AAA have a stake in a proposed power plant that will ultimately serve an area that's about to be the scene of a USD 60 BILLION mega project!! What a great strategic investment, well done those directors!

[iloveit] 08/10/2013 16:15

epic FITB serious riser take a look dont miss another flyer !

[andrbea] 08/10/2013 16:13

Sept 30 2013

Dawei is where the action is:

Japan joined a meeting between Thailand and Burma to discuss how to kick-start the Dawei $60 billion mega project in southern Burma. It was the first time the three countries had met to discuss Japan's role as a potential investor in the massive Dawei project that includes, a deep-sea port,

replace hxxp with http in the link below:

hxxp://karennews.org/2013/09/japan-shows-interest-in-dawei-mega-project.html

[andrbea] 08/10/2013 16:09

All the action (Japanese investment) is targeted at Dawei Port
So there is a future need for energy there



The rns today mentions Dawei:

APU has signed an Memorandum of Understanding ("MOU") with the Government of the Republic of the Union of Myanmar to act as an electricity and utility provider of Dawei (the capital city of the Tanintharyi Region in Myanmar) and its surrounding cities.

[mr ashley james] 02/2/2006 21:38

Rambutan,

Thanks for the link will set up threads on Simmer and Jack Mines Limited JSE:SIM and Aberdeen International Inc TSX:AAB for data storage as per usual.

We have made good money we move on!

Cheers

Ash:)

[rambutan2] 25/1/2006 19:34

cheers ash, will do.

came across this...

[mr ashley james] 25/1/2006 18:56

Rambutan,

Take a look at next one alphabetically, Aberdeen International Inc TSX:AAB tell me your thoughts (could be next Tan Range Exploration Inc TSE:TNX to go IMO)

All IMHO, NAG, DYOR etc

Cheers

Ash:)

[rambutan2] 25/1/2006 18:00

just seen your reply ash, and agree with it all! and if pushed, suspect that acu has biggest upside as things stand.

[rambutan2] 25/1/2006 17:55

arf, as i see it, trouble is that still over 2yrs (excluding any other delays, which as we know are quite possible) before aaa get it into production. that's a long time to wait. perhaps too long. if it was starting up in 2007 i think that everyone would be prepared to sit tight - aaa must be very much regretting the time they wasted on the alternative flow plan - but 2yrs? meanwhile they can get into fqm which is still a growth stock and will participate fully in any copper squeezes, is a liquid stock, has an excellent management with a record of delivering and is itself a potential takeover candidate. hmmm.

on the other hand, is the 2 year wait worth it on a long term view? once into production what multiple of current share price might we expect. rather depends on situation with cobalt mkt i spose and how aaa management can play their potentially price making role in it. also, i wonder what copper might still be in the ground? kipushi is small scale, fqm don't even put any value on it, and pretty unlikely ever to be a company maker, but could still be a nice rev source for an independent aaa. and the legal sit with the diamonds hasn't even got a mention, although remember that when i last heard i was told that a top stateside no win no fee lawyer was on the job. very long odds, but potential huge payback - what a bummer if fqm were to benefit from the payback. hmmm.