Still waiting for 1Q18----if out 26/27, i think ok But thursday no out---hahaha--

2.75 is kps bookvalue/nta-----No Goodwill from selling Splash ( still got 16 year contract period)???

Theoretically kps should be trading above 3.30++ ( Bcoz Splash is generating Profit Compare to
Puncak (loss making------Puncak traded around 3.00 before Deal Done )

I have no worry about Velesto 2018 results (from now until Sept 2019). Maybe one /two surprise
like securing Biz from Middle-East Countries.
Ppl are jumping with joy when Sapnrg secure 1.8B for 2019 ( 2018 may see Red ) But they
forgot (not IB) that Sap needs about 10B contracts for 2019 to squeeze out some profits ( 1.8B at 10% profit margin = 180m ) Sap needs about 450m(minimum) to cover Cost "every quarter"----

I don't think those Q are Day Trader-----No margin to made ( if you are waiting here long enough, you know the trend----cannot make money ) But everyday there are buyers
Since PNB+Kwap+EPF+LTH+ their maicai already holding 75%----it wouldn't be long the liquidity will dried up.

https://www.malaysiakini.com/news/430808

I heard Mahathir didn't give anything to Syed Mokhtar( BN runner)

Next week 2.00-----First week of July 2.50

almost nobody sell bonus shares( i am also surprise). I think even LTH also surprise( everybody
wants to buy cheap)-----Bonus holders are laughing uncontrollably to Bank

I am more interested in Rosmah Hermes Birkin Bag----RM870,000

dam82-----your wife using what handbag?

Splash/Syabas litigation a Non-issue. Will be drop next month (just like you suing yourself)
Gamuda just want to apply pressure to Selangor to finalise the Water Deal fast. Like Selangor pay 4.1B to Splash (receivable )then Splash settle the 2m electricity Bill

Don't worry Dap is going to bury BN alive----just politics. Next time BN will bury Dap----Every 60yrs
got one cycle

1MDB is a Independent Investment Identity set up by Najib. But what turned Out most of its projects requires MOF( under Najib) to issue Gov. Guarantee to cover Commercial Loan. Where
1MDB asset(s) had Gone? ( suppose to used as Bank Collateral for its Loan)

This is Not a bail-Out. Bail-Out means Beneficiary Don't have to pay Back----This is just a Loan(transfer TRX Tiltle back to MOF). MOF had to issue Sukuk or loan from Overseas to cover this TRX loan. Nothing is FREE

Banker(s) Don't care about Stock dilution due to Right Issue bcoz they just issue report. If you ask
them to "Buy" then it is a completely issue. Most Bankers only give 0.05 spread when they are
collecting-----and takes several months to complete the Deal.....Depressing the stock price like shit

cannot enter this morning( eventhough hand very itchy)-----open 0.625-----those bought last night
at 0.60/0.61 keep unloading-----making enough for kfc and BigMac for Sat/Sun

jenny......my imagination is fully stretched by you-------Sap still owe me lunch money, now want to
Petron------even Petron sells mineral Water, Sap might not have money right now.

Bet....I like your optimism.
But i think Rm360m is Not enough (600m*0.60)------I think on Top of this RM360m, Sap got to
raise another Rm1.0B in 2018 and another 3.0B in 2019--------
The best way is to Sell some E&P asset to raise Rm 3--5 Billion in One -shot

Hahaha.....according to politician, most Top Umno guys are preparing to Do about 5years Jail time for many things (the same tactic BN do to Anwar).....Second where to get money to move " BN army"
UMNO doesn't know how to Beg for Funds. For last 60years, BN politicians just "open their palm for money"

No --lah, To convince fund managers to allocate fund for 600m RI, you need to tell them ahead of time (with Good News of course----1.8B Job Coming ) on 18 July AGM

As for 1Q18, I think most fund manager already got a good Idea what is the number except us.

Anyway, want to jump-in tomolo or not if DJ didn't collapse tonite------my hand is itchy

Won contracts in 2018 but Revenue comes in 2Q2019 & 3Q2019 ( i believe Sap is bidding the lowest price to secure contracts------perfectly fine to Keep Assets moving )

Got to check won contracts in 2017, to get estimate revenue in 2018-----I don't have the Data

Who want to jump in tomolo? Can make KFC and BigMac?

barring any stupid move by Trump, DJ is still very strong in 2018 ( so is Bursa bcoz our economy is
growing 5% )

BN got to wait atleast 10 years for a come back ( even pkr kecoh still got dap and bersatu ---PH can hold together )

Given 2 licenses to operate at UK central North Sea, Dnex fundamentals are now far superior than
Hibiscus bcoz Dnex IT division( major cash cow now) will be expanding at 17%-----most likely capture most of Myeg biz later (myeg boss is using Co. cash to do buyback which had stop
around 70c so be careful when punting myeg )

Bcoz 0.60 is the last price today, exactly 7,041,400 was thrown at 0.60 after 4:50pm-----maybe
tomolo Friday and nowadays DJ is more important than any stock fundamental

2.50 first Round

Thanks Ks5S for your update.

2.1B impairment loss already reflected on NTA( from 2.19 to 1.69 ------27% asset writeoff )

1Q18---major point should be Revenue ( gain from QoQ Or loss ) Sap is a huge beast---just don't
whether Revenue gain / loss are coming from ( i never dare to forecast )

By the way Sap is making operating profit last Quarter but Net profit was killed off by Depr. and
finance Cost

thanks for info.--bet

Anybody attended the AGM on Monday?
By right, Sap should announced the Outcome of AGM yesterday-----voting on 600million(10%)
right issue

nothing has change. Trump still maintain 250B Tariff on China. China maintain screw you Trump
policy.

Looks like Friday is the most likely release date for 1Q18 to avoid a Direct clash with "stupid Trump" wild tariff gesture ----don't know whether he is just trying to scare China into submission

Bad timing, 1Q18 release this week-----should have released Last Monday

Dj future down 400pts-----you buy today----bloody tomolo

Lastest----Anwar said he "kaw tim" PH.....Anwar Okay, Mahathir side Azmin-----Dap got nothing to
say

Nothing is Cheap until the "Fat Lady Sing" (1Q18 results)

Azmin/Amiruddin partnership can easily solve Loan structure. Azmin got Mahathir Backing----I think
LGE also No problem

yesterday i said got show------actually postpone today-----Pole Dancing

vow. 10m all sellers done at 0.605

without quarter results, selling pressure will not ease------better Drink more Coffee

Amiruddin Shari sworn in as MB----Should be Good news to KPS bcoz Amiruddin is hand-pick by Azmin

Amiruddin Shari was born in Johor----can be Selangor MB? Tomolo will know

why kretam drops so much----lost a Claw

https://www.malaysiakini.com/news/430151

Maybe it is Dap supporting Fgv price-------hahahha

BN lost Ge14 bcoz of Felda. PH is not stupid to loose Felda back to BN-----Fgv is going to do well
regardless of Palm Oil price. Big Boys will be supporting Fgv price------I am very sure bcoz i saw it
when very bad (last )Quarter cannot push price below 1.50/60 range-----Someone was buying and
Buying.

At 3:00---4:00 pm can wait for "insider traders" SHOW.

Jack Ma and Mahathir meet today/tomolo------If Selangor is chosen as Distribution Hub for Alibaba
then Kps (Century Bond) packaging Biz is a Go-Go (Fed + States Under Azmin Admin / PKR )

Velesto always mirror Sapnrg price. But Sapnrg is a different Beast with 1/3 of its Biz scope is Jack-rig Biz. and even that Sap's jack rigs Don't complete with Velesto's Petronas Contracts.

Sap's Debt (18B) is a Beast that even Mahathir Dare NOT rescue. For Mahathir just to rescue Half
of Sap's Debt( 9B), He can have Proton 2, Proton 3 and Proton 4 combined

Trade War-----Bursa without Goalie---you shoot, sure in

foreigners are buying Ambank & RHB------selling Cimb ( all last minute Spike or dump)

I think late Monday or Tue 1Q18 results Out. Those who bought-in last Friday will Vouch results is
very Good. While those seating on Road side Curb believe Sap is bleeding like Mad.

I have nothing to look for----just a Cup of Good Coffee