Discover and read the best of Twitter Threads about #IPPs

Most recents (5)

Westminster Hall debate on Imprisonment for Public Protection (#IPP) Sentences, @CommonsJustice report and Government response – Thursday 27 April 2023: highlights 🧵 1/44
Opening the debate @CommonsJustice chair @neill_bob explains #IPP sentences were abolished in 2012 mainly because “far more people fell within the scope of the scheme than had been the political intention”, but Govt “did not deal with those who were already serving sentences”2/44
“621 of those prisoners are at least 10 years over their tariff and 222 of those received a tariff of less than two years” @neill_bob reveals – “five times longer than the index sentence that … the judge who heard the facts thought was the appropriate tariff for the offence”3/44
Read 44 tweets
How to Invest in IPPs (Power Sector) 💰💰💰

1)Understand the PPA (Power Purchase Agreement)

2)Never Ever Look at GP Margins %%

3)Build Late Payments into your Valuation

4)Keep an Eye on Disputes between IPPs and Power Purchaser
 
🧶🧶 Thread 🧶🧶

#PSX #KSE100 #IPPs
PPA is the Holy Grail to value an IPP. Most Important aspects include  

➡️Total Project Cost

➡️%age of Equity in Total Cost

➡️ Return on Equity

1/20
There are two main components in payments to an IPP

Capacity Payments 👉🏼 Majorly includes Return on Equity and Repayment of Debt

Variable Costs 👉🏼 Majorly include Fuel Costs (Coal, Gas etc) and Maintenance costs

2/20
Read 22 tweets
Offtake risk has become a blanket term that scares investors away from #power sector projects in India. We break it down to understand why that is? 1/n
Offtake risk is the risk posed by the off-taker (also called credit risk, counterparty risk or risk on receivables). In India, the counterparty is almost always a discom or a central government offtaker (SECI/NTPC) buying on behalf of the discoms. 2/n
The power purchase agreement (PPA) is the contract between the power generator and the purchaser (discom/SECI/etc) For RE the PPA mandates that all power generated must be purchased/paid for as per the must run clause. Exceptions are allowed only if there is technical trouble 3/n
Read 13 tweets
When r these upstanding citizens going to th #StateCaptureInquiry to testify?
👇
Cyril Ramaphosa
Julius Malema
Mmusi Maimane
Helen Zille
Sipho Pityana
Bishop Malusi Mpumlwane
Thabo Mbeki
Stephan Kosef
Derek Hanekom
Justice Malala
I want them to tell us who hs been LOOTING SOEs fr th last 20yrs.

*Hw come 99% of SOEs tenders hv been "awarded" to same companies fr last 20yrs?

*Hw come ppl who r vocal abt corruption hv been th major beneficiaries of BANKRUPT SOEs?
#StateCaptureInquiry
Meet EFF,DA,UDM, ACDP, NGOs & #CR17 Funders
👇
SA Chamber of Commerce (SaveSA CEOs/WMC).

"White Economic Freedom Front"

#WakeUpBlackChild
#StateCaptureInquiry

Read 9 tweets
Julius Malema:

"Pravin Gordhan enjoys respect frm everyone regardless of political party"

Banyise Pravin "Prime Minister" "WMC gatekeeper" Gordhan😂😂

#WakeUpBlackChild

Watch:

EFF MPs giving Prime Minister Pravin Gordhan #StandingOvation👀

Banyise Pravin Gordhan😂😂😂😂😂😂😂

#StayWoke

Johann Rupert:

"My enemy is your enemy Pravin"

#WakeUpBlackChild
Read 30 tweets

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