energy politics and power
it takes 15 ++ years to recover capex
and with aggressive expansion
it looks like MARKET discounted the future revenue already
should stablize at key levels
for SECURiTIES under collateral
buy back at BRUTAL discount for Holders at the top should be
rewarding for patient player who missed the run up by Deutshe Bank from 0.79 cents
it takes 15 ++ years to recover capex
and with aggressive expansion
it looks like MARKET discounted the future revenue already
should stablize at key levels
for SECURiTIES under collateral
buy back at BRUTAL discount for Holders at the top should be
rewarding for patient player who missed the run up by Deutshe Bank from 0.79 cents
註釋
Ayala too spread out with new projects.. needs to allocate resources to other pets
註釋
allocation for heavy hitters in progress註釋
buy back at lower levels in play.. wait for retail players.. dca for heavy hitters as JAZA's apple of the eye this year is his Electric Vehicle and iMi註釋
stab8lziation fund seen at P5.50note cost of previous dealer is around 1.30 to 1.68
a 1x premium to turnover float should be a decent deal for next run up
註釋
another month... looking at Aughost to take a position註釋
Succession plan requires a good HR Head for Ayala... this affects across business units.. ACEN well... just reset back to $2.leves when Deutsche turned over from Phinma Delrosario to JAZA & Francia註釋
series of good news no impact.JAZA focus on ALi as new CEO installed
註釋
waiting in progress... handler migrating shares to next cycle reminder we wait for that LONG SCAM WiCK on the weekly or monthly
then we take a position
註釋
Buy STOP Php5.66 till then do nothing wait for the scam wick downside
註釋
dead cat then JAZA and Pals.. booked more gains for xmas expenses etc.. looks like a rese to Deuteche Cost of entry 1.30 to 3.0 rage
註釋
just waiting... wait wait wait wait do nothing for now..
handler is just migrating shares from one Elder to the next
this is ESTATE planning for the young Alfonso
註釋
in addition to spread out with long term capex. Fund Maagers went with Don Enrique Razon as a GLOBAL player with under valued iCTsi dominating across the seas.註釋
few more weeks or months then we take a postion for now Jazas custodian is dumpiing or allocating back to cost of doyche ban註釋
JAZA and ALFONSO on a roadshow peddling EV esg etc.. PUBLIC still in doubt at 8.01 FOMO kicks in
註釋
Alfonso Zobel now on roadshow promoting sustainable energy and making headlines as Poster Boy for next generaration 註釋
maintain bids at P1 levels ... Alfonso still busy building frnachinse dealers of BYD ... in addition to succrssion or estate plannningf migration of shares to next gen .
註釋
wait wait wait as Estate planning in play migration of shares to next generation the lower the better
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