You never know what "Hit" you when you are dealing with Fox & Con

usually fruitcake get eaten if he goes to many parties

The chief that can give "OK" who gets NIISE Change with New Political Boss. But office staff "Never" change.
All Co details are Known regards who is the new Boss---They can award Contracts in 2 weeks---Now 52 weeks
Later we still donT know who gets what ?????? Very strange

PNB agent will Tell all syndicate to stay out---Believe me everybody knows everybody in Bursa---It is always
Ikan Bilis gets EATEN

if PNB follow standard reducing of stake ( 40% to 30% )But want to recoup losses---they will use agent to
strip layer by layer of resistance but also sell down to agents collecting----now agent has alot bullets to
push up and down----my believe there is news but kept shut to allow agent to remove All resistance up
to 30cents or more-------------just my 2 cents prediction

PNB loss about 26mil after selling 100m shares at 4 cents ( Bought at 30cents )---Who would such a crazy thing?
Bob-No-Hope

PNB has Broken Bursa's rules on "announcement of Selling within T+3 " ( Last selling is on MAY 03,07,08,09,
14,15,16,17, 20,23---05June ) How did it happen??? PNB used agent ( they didnT report to PNB )
So there is a PLAN and it is not well understand yet by agent

Come Sept, foreign fund will flood Malaysia ( re-rated by JP Morgan )---Foreign Fund are no longer buying
Dow stocks Even Powell Drop interest Rate---2 reasons, One: USA, 35 Trillion Debt and BRICS New Currency

I donT think syndicate----PNB's ma-chai---Constant collection in 4--3.5cents last 9months.
Maybe we are in the End of collection----PNB bought 30cents Sell 4 cents ( any sense or not----PNB runs by
standard One )

Big # shares changing hands--PNB throws 100m--Who bought 100#???

https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2024-07-11-story-h-157052910-Brazil_Looks_to_Expand_Energy_Trade_and_Investment_in_Malaysia_Says_Top
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SAP has won a RM 7 billion Contract in Brazil----Brazil might "But a stake " in Malaysia SAP

look like TBH bought around 2.20--2.40--2.58 ( given THB spending capacity And EPF releasing slowly---both
GLC are locking into Bauto Dividend ) For TBH to make Good money, they have to push price beyond 3.50
to "sell for Cap gain" ( atleast 30% cap gain )

weixuan0325
SinGor
Tabung Haji silently bought 5%,
_______________________________

How TBH bought 5% of Bauto? 2021 Annual Report "No TBH holding"---AR 2023 "No TBH Holding"
So all 59mil shares are bought in 2024------How can TBH "made" management to hide shares holdings while
EPF holdings are all Listed in Annual Report????????????????????????????????????????????

you might ask sure or not 50--60% of repair cost for Tesla is Battery problem---I am very sure bcos EV is One Giant Battery, 90% problem is Battery problem ( cannot be repaired )

you never owned a Tesla so you donT know "Real EV Problem"---In China if a Tesla breaks down, Repair Cost
is most likely 50--60% Car cost----After 7years, No resell Value ( Myvi resell value after 7yrs is around 60% cost )

weixuan0325
Tabung Haji is one of the substantial shareholder since years ago now they are acquiring more shares in this counter...
_______________________________

Dont give "Uncheck Info"---2023 Annual Report ---Tabung Haji is NOT listed even in TOP 30 shareholders
the lowest Top of TOP 30 shareholders is 6.7mil shares----How many shares are TBH holding today ( 59.7mil )

new proposal to bankers might works---Management are Oil Man, their proposal are not Bankers Cup of Tea.
New PNB CEO( former CIMB MD ) new proposal can please and calm Bankers ( they think and work on same
dimension )

https://oilprice.com/Energy/Energy-General/What-Labours-Victory-Means-for-UK-Oil-and-Gas.html
_________________________
Ping in trouble---Expect new taxes from Labour Party

if theta wins, we are going back to UMNO era---RM 1 Co wins 10mil Project

dnex NIISE bid is 30% more expensive bcoz dnex donT has hardware expertise so they sub-sub to others basically
same bidding party ----Other Bidding parties are also sub-sub to other parties depending on their Core Biz---
Can Theta ( nasi lemak Co ) be the winner??? If theta is winner, announcement should be announced after PKR
insider sold his shares---So i think "nasi lemak Co" Books are too small----PM scratching his Head

https://theedgemalaysia.com/node/652774
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Bullish on EMS Co.....KPS is only 60% (Electronics Manufacturing Service Co) But coming 2Q24 will see
vast improvement on earnings from ToyoPlast and CPI

most people doesnT understand Balance sheet well enough to made confusing comment---
SAP has more than RM10 billion project that need financing---Debt to Equity Ratio is very important for
borrowing money---If Share #(nosh) is too small, Any Right Issue is meaning less ( as remisier said "to pay
Director fee only" )---Small Share # means High RI price ---who want to Buy RI----If SAP Debt is easy to
solve, no need New Banker CEO

Theta is for contra players.... u buy u better run fast fast...
DNEX is for genuine investors...u buy u better prepare to hold
_________________________________

Genuine bcoz you are stucked

Last Qr average day rate is $107,000 per day----So increase Per rig is RM145,200 X 76day (per Qr assuming 85%
run-time )----Per Rig based on $140,000 is RM 11,107,800 Extra compare to last 1Q24
How many Rigs get $140,000 Day Rate?? Your Guess is as Good as mine----I say 3 out of 6 Rigs Or another
Rm33 mil revenue extra for 2Q24----As i say 2Q24 is Good---very Good

Tabung Haji silently bought 5%,

The person who wrote the blog is obviously a syndicate Owner. Hello- listed Co, how Tabung Haji pump
private fund into theta without proper channel??? Right Issue SURE but under Table money come-on---
Loan Money to theta contravene Tabung Haji status ( Money Lender meh ) Of Course can do like
FGV Director ( buy London Condo but MACC want to know )-----Right Issue only Option

BradonOoi
Not so long. If Cig smugglers got caught, they would get fined or be sentenced to imprisonment for not less
_______________________________

Judge's sentence is by Container---One container 5 years ( how about 10 containers got caught? )
But if you know the Right person---every container you under Table 1 million, even 10 containers you
get not more than 3 months after deduct Holidays ( I heard this type stories every month before Anwar
came-in ( Now i donT know )

Management leaves Loan restructuring to PNB while they focus on "steering this bocor ship to stay afloat "
When comes to Loan restructuring you need Real Banker, so PNB appoints CIMB MD as PNB CEO ( coming in
this Month-July ) PNB new Ceo is really not new, he was in PNB till 2019---guess what he Bailed-Out SAP in
2019-------

oil will surely breached $90---Israel / Hezbollah war impeding and USA summer Driving

http://news.yahoo.com/airlines-got-too-confident-now-105302384.html
____________________
How tony is sell AA Brand??

China is moving Too Fast on Chip production---Going photonic Design ( beyond 1nm ) in 2 years---China "Can"
go photonic Chip bcos Chinese Talent from California just move back to Beijing to start new Co.....These Talent
are patent holder of photonic Chip Design---Last month i heard Director of Chinese IC design ask Chip
manufacturer to concentrate on 7nm. With photonic design, the number of transistor that can pack into
7nm design will be quadruple----Silterra 14nm design wafer is absolete in 2years ( Khazanah laughing in toilet)

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3460833
_________________________

KPS will record KPS Plaza Sale on 1 July----which mean 3Q24 will record 46mil Cash---DonT worry about
3Q24 results " sure positive "----So how is 2Q24? Expect turnaround on Electronics Export ( almost get report
everyweek since May )

My expectation is Velesto should breached 50cents in 3rd Qr given 2Qr results will be surprising Good
Nothing Bad is announced as of today 30June. I think peak earning is in 2Q24

Petronas will certainly move Upstream Director Adif Zulkifli out and replace with Mohd Jukris as Carigali
Director. For 5 year Adif didnT do anything to Help Umno Contractors stucked in SAP ( many has no job ).
I think it is a political move.

Meanwhile, E&C’s wholly owned subsidiary Peritus International Ltd have also been awarded the
front-end engineering and design of a 200-kilometre trunkline as part of the Aramis project,
under a consortium led by Petrofac. The Aramis project, a collaboration between TotalEnergies,
Shell, Energie Beheer Nederland (“EBN”) and Gasunie, entails carbon capture and storage in the
North Sea.
_____________________________________
This is very interesting.
I really donT care about the rest of the Qr report----SAP's Boys are designing a 200KM pipe to store Co2 is
actually way ahead of Petronas in Carbon dioxide Capture. And job is actually given by Total and Shell---The
design can now be Sold (later) to Petronas---Big Biz

there are many desperate people, Dead by ah loong knives Or smuggled Cigs--if got caught, only 6--7years
between Bars ( but Debt free later )

https://oilprice.com/Latest-Energy-News/World-News/StanChart-Eyes-Strong-Q3-Fundamentals-for-Oil-Price-Rally.html

chairman appointed by shahril---better kick him out.....prolintas directors all umno man---no one signed Qr
released, Let me sign

Separately, BAT says it bought back 31,233 shares at average 2,468.96 pence on Friday last week. BAT has said it plans to buy back shares worth GBP700 million for 2024, and this will be followed by a GBP900 million buyback in 2025.2 days ag
____________________________

England Mother is buying back shares so will Malaya son follows???????

Bankers loan Gamuda billions ( must say Good things ) Results tell another thing ( QoQ profit grows is mere 12%)
Data Centre is overblown---Any property Co can build ( Just like a warehouse, nothing special Except the
Electronics Dram storage which is supply by American Co ---75% of total Cost of Data Center )
Only 2 Real beneficiary in 50years, TNB and Water supply Co ( water for cooling Hot control panels )

BRICS de-dollarisation will cause US dollars to weaken significantly in say 5 years time. If current trend continue
i.e more countries join BRICS to use local currencies for trade, many currency traders say Ringgit will hit 3Rm =$1
in 3 years----and worst thing could happen soon ( how USA to pay 1trillion I.O.U in 2025 if BRICS keep selling US treasury) Bankers US$ loan to SAP may actually De-valued. Bankers might ask SAP to pay in ringgit ( management can show "them" the middle finger )

Addiction is a Gene pass-on by anunnaki, the Homo sapien creator....Strictly not
our fault. They gave us the praying gene and addiction is a by-product----As USA Gov
not controlling nicotine, my guess is other Drugs are far, far more dangerous And
of course China has a grudge to settle---American supplied Opium to control China
100years ago and now China return American a favour by supplying hundreds tonne
of Mets to Americans

Madza CX30 has a very interesting Drive system. A combination of EV and rotary engin
( petrol ) that generate Electricity to charge EV Drive section---Rotary Drive in 70's
are used to Drive Madza Rally Car

I think SAP schedule of repaying / HairCut to Banks should be known when New PNB
CEO from CIMB takes over on July. Madam Lee might need 6months to repackaged
25% of SAP Loan bcos 75% Bankers already agreed to HairCut----MayBank plus
CIMB holds the largest of the 10billion Loan----PNB as largest shareholder of Both
Banks really gets hit real Hard

when operating profit is + RM1 instead of RM 34m Loss, I see turnaround----The
possibility is not going to happen bcos USA tariff only Cut-in at mid 2026---Are you
willing to wait 2 years??? I think Chinese Manufacturers will unload "Lock-stock and
Barrel " to America by setting up Warehousing inside America---This is China standard
strategy every time a tariff is imposed

Tony Bare Chest is worthy Collateral???

AirAsia is 8 months ahead of SAP in restructuring proposal---If so easy everybody can
do it

foreign fund sold making good profit

The improved earnings for the current quarter was mainly attributable to higher orders
from key customers, which in turn increased the overall utilisation rate of production
capacity, in addition to having a favourable product sales mix in MalaysiaThe improved earnings for the current quarter was mainly attributable to higher orders
from key customers, which in turn increased the overall utilisation rate of production
capacity, in addition to having a favourable product sales mix in Malaysia
_______________________________________________

Latest VS Industry Qr report ( profit double )--- KPS's CPI is quite similar to VS----
Total KPS Revenue of which 60% from Toyoplas & CPI for next Qr ( 2Q24) will surely
indicate Turn-around, same as what is mentioned by VS Industry and 2 others similar
Co. namely SKP-R

https://oilprice.com/Energy/Crude-Oil/80-More-Years-of-Oil-The-Big-Attraction-of-Carbon-Capture.html
___________________________________

Oil survive another 80years---DonT dump your Proton Saga yet