ACEN 6.55 | Key Levels for Buy Back

Feb 28, 2023

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

Mar 16, 2023

Note

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

May 7, 2023

Note

allocation for heavy hitters in progress

May 10, 2023

Note

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

May 29, 2023

Note

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

Jul 3, 2023

Note

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

Jul 28, 2023

Note

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

Sep 9, 2023

Note

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

Sep 27, 2023

Note

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

Oct 25, 2023

Note

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

Nov 17, 2023

Note

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

Dec 5, 2023

Note

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

Dec 18, 2023

Note

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.

Mar 30, 2024

Note

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

May 28, 2024

Note

JAZA and ALFONSO on a roadshow peddling EV esg etc..
PUBLIC still in doubt at 8.01 FOMO kicks in

Aug 19, 2024

Note

Alfonso Zobel now on roadshow promoting sustainable energy and making headlines as Poster Boy for next generaration

Apr 3

Note

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 .

Apr 16

Note

wait wait wait as Estate planning in play migration of shares to next generation
the lower the better