關於 optimal公司 ，我們在網路上蒐集到這些相關的討論、資訊與評價

［8號仔嘅嘢］Well．仲係蝕錢嘅。有冇賺錢嘅一日？怕且有。但反正你都不能單獨買，買8號仔連Viu送埋 Now送埋CSL 網上痕 畀你。EBITDA都輸錢，但啲折舊 利息 先係戲肉嘛。

1. 又即係，當年Twins都好紅（年青讀者可以Google下），但你會唔會買英皇娛樂？同樣地，當年譚校長都好紅，你會唔會買StarEast 東方魅力？

2. （慎防有人唔知，膾炙人口嘅「一分鐘 贈我一分鐘」亦同呢檔嘢有關，魅力移動嘛！當年E Kids同EO2 都係呢檔東方魅力！）

TLDR：星期六Patreon詳講！ 但，真係講咗好多次，投資嘅嘢不可能咁樣直線思維，A then B then C，任何一步都可以出錯。業務受歡迎唔等於會高收入，高收入唔等於會賺，會賺錢唔等於股價會升，股價會升亦唔等於你要買。呢度每一步都有好多uncertainty．個撚個夠鬧Facebook啦夠話冇人用啦，結果人地股價點？

3. 係喎，廣告係大升呀，半年2億收入。不過公司半年183億收入。慢慢等。

4. 當然啦，蝕錢又唔等於公司會執笠。百幾億book，有排玩。況且，又唔係未蝕過，舊年都蝕錢架啦，今次蝕少咗添。蝕錢又唔等於執，執又唔等於會跌，完全係三回事。

5. 況且，冇事喎，派息仲有加！加2%都係加！邊個話蝕錢不能派息（你見好多人真係基本財務常識都冇的，仲要出嚟鬧你鳩up）？

6. 係喎，公司幾重債的，net debt to asset 57%．但邊個話重債唔派得息？況且，出面融資成本咁低。根本啱晒楷仔呢啲鍾意大手舉債嘅人（同樣地，Netflix Tesla都係咁）。8號仔而家要股本集資都有啲難度，亦唔集得多，梗係舉債。借錢回購都仲得呀（不過楷仔唔會咁益你），蘋果都係咁玩，你以為啲EPS 點解年年有得升？

7. 呢啲就M&M（唔係朱古力，係意大利佬，我到而家都唔識串個名），WACC，Optimal Capital Structure。冇錯係Corporate Finance 101，但首先好多人連呢啲都唔識，況且，有好多人讀咗亦都唔識用。

8. 拿，你睇返個圖，真係可以學啲仆街死財演咁講句「長期都係range trading」「股價受制於勞蘇通道4-5蚊」「建議可以現價買入，4蚊止蝕，5蚊止賺」.咪講笑，你見過去一年真係咁。

9. 星期六篇Patreon會詳講。反正好多人都唔知呢間公司做乜。

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一週年！月頭訂最抵！比別人知得多。subscribe now（https://bityl.co/4Y0h）。Ivan Patreon，港美市場評點，專題號外，每日一圖，好文推介。每星期6篇，月費100，已經1800人訂！ 畀年費仲有85折，20/40年費VIP 送本人著作一本。
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Dear CLOUD ULTRA 2021participants,
親愛參加Cloud Ultra 2021的朋友們，您們好

我們想要公佈更多關於Cloud Ultra，但現在看起來仍然不確定，有很多的因素限制CU的未來。
CU是與台中教育大學跟原民局聯盟合作計畫-結合部落市集與跑山活動，主要幫忙我們協調與各公部門單位（如林務局東勢林管處，台中市警察分局，和平區公所，台中市運動局及大安溪流域6大部落頭目里長及協會..等。）
當然我們希望這場活動最後是延期而不是取消，因為我們花了將近一年時間，心力，溝通及成本籌備這場活動，為了想要專心在這場也取消貓空跟叢林野跑，但最後因為疫情臨時取消，對我們非常的心力交瘁。
但現在是非常時期，一定要支持國家防疫工作。

以下是簡單說明可能會發生的情況:
1] 延期到9月11或18日（由於天氣和 Covid 可能不是最佳選擇，但對於聯盟合作計畫是最適合的時間。）
2] 延期到2021年10月（聯盟合作計畫期限已經到，我們需要再找更多資源協助。）
3] 延期到2022年三月/四月（如果沒有再其他的活動，我們公司可能無法在經濟上繼續維持。）
4] 取消（在我們報名規章裡，在活動14天前取消是沒有退費，然而我們仍然在最後一刻快速地取消一些項目，省下20%預算，所以我們可以分別地退款給58公里台幣750元，跟73公里台幣1250元。款項可以直接退費到帳戶或是轉換成優惠卷。）

如果要求部分退款的人數較多，我們將無法承擔費用並取消活動。可以轉換參加名額給另一個人。只有在疫情非常樂觀情況才會開始再報名活動（ 不提供T-shirt）

請保持安全，希望台灣跟世界會更好，恢復正常的生活。
Petr & Eva

We would like to announce more about Cloud Ultra but the situation still looks uncertain. There are many factors which are limiting held CU in the future. CU is part of a cooperative project with National Taichung University of Education and the Aboriginal Bureau Alliance with the aim to combine tribal fairs and mountain activities. They mainly help us coordinate with various public units (such as Forestry Bureau Dongshi, Taichung City Police, Heping District government office, Taichung City Sports Bureau, and the leaders of the 6 tribes and association in the Daanxi river,... etc.)

We hope this event will be postponed instead of cancelled, because we have spent almost a year of preparation for this event with big effort, communication and financial cost. Due to difficulty and effort requirements, we decided not to hold other events in spring of 2021 (Run Through The Jungle and Ultra Maokong) and focus fully on this unique event. Unfortunately, we had to cancel the event two days prior to its original date of 15th May 2021, due to the acceleration of spreading Covid-19 in Taiwan (it showed it was the best decision). It was very exhausting for us. But in this emergency period everyone must follow and support epidemic prevention measurements.

Below are possible scenarios with brief explanation:
1] postpone to 11th or 18th September 2021 (it is not optimal for event due weather and Covid, but preferred term for project)
2] postpone to October 2021 (village project is over, we may find more resources to support)
3] postpone to March/April 2022 (our company may not sustain financially if we cannot held another event)
4] cancelation (since it was canceled 14 days before the event there are officially no refunds, however we were able to quickly cancel many items and save 20% of budget, which is 750NTD or 1250NTD for 58km and 73km, respectively. This can be refund to account or in form of voucher in case of cancelation)

If there will be many requests for partial refund, we will not be able to bear the cost and will cancel the event. Transfer spot to another person is possible. Registering for the event will be possible only at a very optimistic pandemic level (T-shirts are not available.)

Keep safe and looking for better future in Taiwan and rest of world
Petr & Eva

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