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
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Ayala too spread out with new projects.. needs to allocate resources to other pets
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allocation for heavy hitters in progress
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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
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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
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another month... looking at Aughost to take a position
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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
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series of good news no impact. JAZA focus on ALi as new CEO installed
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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
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Buy STOP Php5.66 till then do nothing wait for the scam wick downside
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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
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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
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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.
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few more weeks or months then we take a postion for now Jazas custodian is dumpiing or allocating back to cost of doyche ban