Base on current EPS of around 4 cents. YTL POWER is trading at PE of around 14 times. I would say it futures growth will very much depends on how prudent Francis Yeoh utilize the 8 billion cash on future acquisition. As we can see base on 16 cents EPS per annum basically it is almost paying 100% or more from their earnings.

For POWER SERAYA CASE, it will contribute around 400 million per annum to ytlpower in terms of net profit base on projection. But refer on the past 2 quarterly report the sum up of profit before taxation was only 188 million only from seraya instead of 200 million and it is profit before taxation somemore.

Thanks a lot Skidd.

Don know you guys agree or not. Like what i said the EPS does not boost up much as we all know YTLPOWER business are highly regulated and conversion of warrant will dilute the EPS further but we still can accept that.

However, recent move of ytlpower into wimax eventhough not much $ pump into wimax yet at the moment but its still worry me. if wimax project failed....and we don know how much they are going to pump in yet....

There is one chinese proverb no matter how smart you are, you will make mistake too.. I am worry that Francis Yeoh made a wrong decision by venturing into wimax this time and we don know how much he is going to pump in yet....

But i am reluctant to sell off my ytlpower either as it might surge to RM 2.50 OR maybe higher if they acquired any utilities assets. But i have stop topping up any ytlpower shares since last quarters results was out.

The main catalyst for this counter will be the cash pile of RM 8 BILLLION and unconverted warrants worth 2 billion. Frankly speaking if without these 10 billion of cash pile i will sell off my ytlpower long ago

This post has been edited by darkknight81: Mar 2 2010, 08:13 AM

Yup slowly climb up indeed. The buying volume keep on increasing. If you really monitor this counter, ytlpower tends to release good news everytime its release its quarter report. So i am expecting some good news too this time

Besides my TWS started to climb already declared 10 cents dividend.

YTLPOWER wake up liaw now trading around 2.24. One more good news ytlpower start their share buy backs recently.

But they bought not much only 50,000 shares. By the way the director yeoh soo min also bought some.

YTL Power declared a second single tier interim dividend of 7.5% per share for the financial year ending 30 June 2010. The book closure and payment dates for the dividend are 17 March 2010 and 31 March 2010, respectively.

I don sell my ytlpower I keep on topping up since August 2008. My paper gain is around 40k including dividend for YTLPOWER so far

This post has been edited by darkknight81: Mar 5 2010, 03:48 PM

lol if compare with YTLP directors my holding is nothing at all

My vision is holding 1,000,000 shares within 20 years time. I am still far from my target

We will never satisfy on what we are having. you will hope for more once you reached your target.

This post has been edited by darkknight81: Mar 8 2010, 08:51 AM

lol nothing to be excited of. As what you mentioned mar there are up and down

Besides, i am not planning to sell off unless it reach more than 3.00 which is impossible at the moment

This post has been edited by darkknight81: Mar 9 2010, 07:59 AM

Yup definitely . Was thinking of want to sell off some and buy back later. But i am afraid that some good news might be on the pipeline....

See the high buying volumes i wonder something is up to

This post has been edited by darkknight81: Mar 10 2010, 02:38 PM

Skid any news on ytlpower? Why the buying volume so high

0.013/6.7 x 100% = 0.19 % only

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Added on March 10, 2010, 2:47 pmNot much treasury shares left. Lazy to find out the figure but i remember not much lar So is impossible.

This post has been edited by darkknight81: Mar 10 2010, 02:47 PM

The 800MW i believe already factored in as it is an old news. So most probably is something else i believe. But the way i look at it... Why YTLPOWER don want to pay off their debts with their 8 billion cash pile instead of issuing new shares? Must be some acquisition coming soon.

I hope i am not wrong this time

By the way i stop topping up my ytlpower since last year.

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Added on March 10, 2010, 3:04 pmAccording to Skid figure, we can get 1 share for every 134 shares we hold....Do you think it is possible?

This post has been edited by darkknight81: Mar 10 2010, 03:05 PM

their buy backs are in small quantities only. i don think they will use their cash on either reduce their borrowing or share buy back. They will look into new acquisition instead i believe.

Yes agree pound movement does impact YTLPOWER share price as almost 50% of the revenue was contributed by WESSEX WATER.
However, last time YTLPOWER dipped below 1.70 was mainly due to IPP WINDFALL tax.

As i have mentioned earlier, the catalyst for YTLPOWER at the moment is the 8 billion cash together with unconverted warrants which total up to be RM 10 BILLION.

So, they can buy up any power plants or water treatment plant.....So we can only determine after the acquisition news come out.

My view is YTLPOWER share quite hard to speculate as i remember one of my frend bought at RM 1.80 AND he sold off at around 1.95 as he told me it is at the peak liaw...

This post has been edited by darkknight81: Mar 11 2010, 08:39 AM

The story does not end here...My frend bought back at RM 2.15

But don get me wrong too. I stopped buying ytlpower since last year. At the moment i just keep neutral on this counter.

15% return from YTLPOWER every year? I doubt that 10% still achieveable.

My fair price and Skid fair price are not the same too. Its all depend on the value we can see from that company.