ACEN 6.55 | Key Levels for Buy Back

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

評論:

Ayala too spread out with new projects..
needs to allocate resources to other pets

評論:

allocation for heavy hitters in progress

評論:

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

評論:

stab8lziation fund seen at P5.50
note 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

評論:

another month... looking at Aughost to take a position

評論:

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

評論:

series of good news no impact.
JAZA focus on ALi as new CEO installed

評論:

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

評論:

Buy STOP Php5.66
till then do nothing wait for the scam wick downside

評論:

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

評論:

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

評論:

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.

評論:

few more weeks or months then we take a postion for now Jazas custodian is dumpiing or allocating back to cost of doyche ban