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AAA All Active Asset Capital Limited

53.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
All Active Asset Capital Limited LSE:AAA London Ordinary Share VGG017801082 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 53.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

All Active Asset Capital Share Discussion Threads

Showing 76 to 100 of 3825 messages
Chat Pages: Latest  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
13/11/2013
13:30
ambitious twist

going for bigger fish? (rns on nov 11th)

During the process of seeking and considering investment opportunities, the Board has come across a number of companies that have the majority of their operations in other countries in the Asia Pacific region including Australia, Japan and Greater China that would, save for the country in which they operate, satisfy the Company's investment criteria. The Board therefore proposes to enlarge the geographical scope of the Company's Investing Policy to capture investment opportunities within the whole Asia Pacific region.

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.

andrbea
09/11/2013
10:21
Published: 7 Nov 2013

As energy minister, Mr Pongsak will play a significant role in the Dawei project, as the government wants Thai state-owned enterprises to invest in power plants to supply industrial projects in Dawei.

:hxxp://www.bangkokpost.com/business/news/378572/.

andrbea
15/10/2013
13:29
other CCGT plants are being built at this moment in Thailand, so the Government means business:

hxxp://www.worldconstructionnetwork.com/news/mhi-to-build-977mw-gas-turbine-combined-cycle-power-plant-in-thailand-210813/

andrbea
15/10/2013
11:54
seems CCGT is the same as GTCC =
combined cycle gas turbine

seems to be the type to have:

quote 'Owing to these beneficial features, demand for GTCC power plants is increasing globally.'
from a rival's press release in Thailand:

GTCC power generation uses gas and steam turbines in combination to generate electricity in two stages, utilizing high-temperature exhaust gas from the gas turbine to produce steam to drive the steam turbine. This configuration enables GTCC power plants to achieve higher thermal efficiency, which in turn reduces fuel consumption and emissions, ultimately contributing to both efficient fossil fuel utilization and lighter burden on the environment. Owing to these beneficial features, demand for GTCC power plants is increasing globally.

MHI has already delivered numerous GTCC power generation systems in Japan and other countries, and the company enjoys a solid reputation in the power generation system market for both its technological expertise and delivery track record. Adding the momentum from the latest order, going forward MHI now looks to further strengthen its aggressive marketing activities for its GTCC power generation systems as a way of making a strong contribution to more effective energy utilization and reduction of CO2 emissions worldwide.

hxxp://www.mhi.co.jp/en/news/story/1308201706.html

andrbea
11/10/2013
09:44
Tks traderabc

I would welcome an RNS that tells us either the value of their minority stake, or the percentage
and how the partner's project fits into the array of power plant proposals for thz proposed Dawei seaport (the other bids are mainly from Thailand, and mainly for coal-firec plants)

andrbea
10/10/2013
12:23
They may well be investing in the right part of the World, but what is the track record of these guys? Most of them appear too young, unknown and inexperienced to be relied on.
Then you have the issue that it's an AIM start up, which usually fizzle out into oblivion.

I'm looking to buy into this part of the globe and I like the commodity aspect they seem to offer, but this one looks risky unless you got in right at the beginning or at least no higher then 7.5p (imo)



BTW if you edit your http into upper case HTTP the link will work, I don't know if it's just me but I cant copy dead links from these bb's.

traderabc
10/10/2013
08:28
delayed sell or a buy?
hard to work out

09/10/2013 16:39:15 AAA 25.50 O 10,000

andrbea
09/10/2013
12:10
on the Web it was all talk of (coal-fired) generation at Dawei (up till June 2013)
So to hear that the local government is teaming up with APU is quite a cou
maybe CCGT is more eco-friendly than coal-fired?

AAA's rns said:
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. APU plans to develop a power plant deploying Combined Cycle Gas Turbine (CCGT) technology.

This article below (from June) looked positive for the coal-fired bid, but I reckon the APU design is more to the Government's liking

note the size of the (coal-fired) power project budget, staggering....

Watchara Ponsayanawin
The Nation June 19, 2013 1:00 am
The governor of the Electricity Generating Authority of Thailand yesterday said he hoped plans for the Dawei power-generation plant, which had been submitted to the Myanmar government, would be approved in time for construction of the 1,800-megawatt coal-fired facility to commence by year-end.
Sutat Patmasiriwat said the Thai government had submitted the plans for the power plant to the Myanmar government, which had previously approved the project in principle.

The Bt100-billion (£ 1.99 billion) project will be split into three phases, each of 600MW. However, should the demand for power prove to be particularly high, the investment could be undertaken in a single outlay.

andrbea
09/10/2013
10:45
would be good to get an NPV value for the APU Power plant value along with the other co's developing this - 2016 expected - not that long
euclid5
09/10/2013
10:44
Thanks for your posts andrbea
euclid5
09/10/2013
10:43
Kibo have diluted s/holders already - already priced in - no sudden expected rise in that share
euclid5
09/10/2013
07:59
KIBO the next multibagger!!!!!!!!!!!!

Highly Geared
8 Oct'13 - 23:01 - 4792 of 4796 0 0


AAA rose by nearly 300% today based on an Rns. Have a read and see the paralells with KIBO......

bains123
09/10/2013
07:28
still reckon that the directors have cherry-picked the right asset in just the right place.
think about it: the biggest port development project in Asia in the last 20 years, and they've got in early (to the town of Dawei, and its power needs) before the big rush
Myanmar trading with the west via a major container port (and maybe the only one). No wonder the Japanese & the Thais are so eager to invest there. It's all about investors chasing 10% growth per annum. Burma in 10 years time could be growing faster than China....

andrbea
09/10/2013
07:20
Burma, Thailand Agree to Speed up Dawei Project
By | Tuesday, September 24, 2013 |


The governments of Burma and Thailand have agreed to accelerate work on the Dawei Special Economic Zone in southern Burma's Tenasserim Division, reports The Bangkok Post. The project, which will give Thailand access to the Dawei deep-sea port and also includes power plants and refineries to help meet Thailand's energy needs, was discussed on Monday by Thai PM Yingluck Shinawatra and visiting Burmese Union Parliament Speaker Shwe Mann. "Thailand and Myanmar must work together to move this project forward and inform the public about the benefits of the Dawei deep-sea port, Yingluck said. Shwe Mann's five-day trip to Thailand will conclude on Thursday.

andrbea
09/10/2013
07:15
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

sportbilly1976
09/10/2013
07:13
If you do not have falia filtered then you are crazy.

So all the buyers yesterday have turned sellers.

29howard
09/10/2013
07:12
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/

andrbea
09/10/2013
06:57
THESE COULD BE £1+ NEXT FEW DAYS
falia
09/10/2013
06:56
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
euclid5
09/10/2013
06:52
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/.

andrbea
08/10/2013
21:41
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
21:15
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
21:13
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
18:13
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
17:58
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
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