The most important Group is the Court Cluster Group ( SAP owe about 1.5Billion ) I think Management is
trying to nego.. for 50% payout and 50% in tranches after receiving Cash injection from White Knight ( these
group are more critical than Bankers----one time HongLeong Group MD told me uneducated Barbarians
speak very foul Language .

when Vape tax is just 10%, Local Vape price will wipe-out illegal Import ( overseas transportation for foreign
already Cost 10% of its selling price---How to compete with local Brand---Sorry BAT should be International
Brand ) As Vape replaces premium Cigs, BAT revenue will expand rapidly bcos BAT has over 1000 local Outlet

SuperMax USA import Ban is Lifted which means TopGlove USA Glove will face a serious competitor( Super)
eagerly to throw "prices" to Grab USA market Share lost to TG

This Qr should include "impairment Loss " Closed Down Factories doesnT incurred losses meh? Look at AirAsia
and Sapnrg Impairment Loss-----in Billions ( you think in Rupiah meh )

I already Told Ular Not to simply Dumped T.Sri's Nuts all over the place at Night.....Now you see T.Sri becoming
Short-Short already ( Every day ask Ular where is my Pants )

Why T.Sri cannot announce Qr Results on Time. Last Qr result was Bad---announce 20Sept, This Qr
announcement should be 1 Oct (sun ) Nia-Ma who knows what is going-on, On SunDay

aiyaa, people GOT share always hope next upgrade.....30---40---70sens....70sens is major upside for RM1.00
Same like TopGlove, At RM4.00 Bankers Up-Grade to RM130.00----you Blow meh

First i say Tp 3.0 ....now with EPF buying 3 mil shares every other Day and if accumulate Back to previous 16--17%
we have a strong chance of Hitting MBB's TP RM4.0

raising Tide Lift All Boats ( as they said ) Huge Elephant is just a Dot in open sea

with interlock Balance Sheet of CAP-A and AAX, it is hard for aax to get upliftment PN17 until AA gets
upliftment First.....Maybe if AA regularization plan is very Good ( not submited yet ) AAX might get release
First. Anyway still need many, many Cup of Coffee, still got alot time for me to raise Cash to Goreng

I am sure Tony had submitted R. Plan bcos He hired my Dog "shredder" to do the Plan. DonT blame Bursa
cannot make Head or tail in the Report. So Tony will request another 3 months to piece the Report back again.
Very sure Tony next report will be commission by my Cat " clawer "

next Qr TP by loser TA will be RM5 ( just trying to out do MayBank )

It is now almost impossible to own a EV if you live in a Condo....no charging station in place. Try book a
charging unit outside, you have drive 2 hours Or wait 2 Hours.....Gov need to invest about 50 billion to
upgrade Power Line and sub-Station ( excluding Charging station )....You think Electricity is Free

As usual when Foreign Fund enters, Local Funny Manager will sing "Rasa Sayang, Hei Rasa Sayang DonT move
so fast

as i believe, Velesto will peak in Nov.....Not By local Funny Manager But Foreign Funds which will enter in Oct
and Exit December 2023 Or one year Later ( depends on BNM and US Rate )

Insider is Nothing compare to EPF "doings".....If EPF stop selling & Buy back just a Little, you can see RM3 soon

Oil at 95 coming much faster than anticipated. Saudi still cutting output in 2024

5 sen Dividend instead of 7 sen----Ayiaaa what can i do---Give me RM3 tomolo

Depreciation is just a Account Number......Machine/Asset depends on Quality Made and Continue Upgrade
and Or Good Upkeeping. Bcos Bobby only own a Bicycle, He doesnT know 30years Old Proton Saga still
can run as Good as any Car with Good UpKeeping----Once Depreciate is Completed, every penny squeeze
out OLD machine is Pure profit.----I cannot explain this bcos Bobby cannot even operate a Nasi Lemak store

Last Qr SAP drilling revenue is RM130mil ( Old Rigs meh---One Year--- 520mil Revenue ) Given 2 New Rigs are
commission in 2024 ( need atleast 7--11 New Rigs every year ---severe shortage of Rigs), DayRate will continue
to Climb

Although these Rigs are getting Older But nobody wants to invest $1 billion ( 4.25 billion Ringgit ) in New Rig.
Day Rate should climb very rapidly in 2024---2026 as Oil is getting into Rare Commodity Category

Already know Bobby knows NOTHING about SAP's Rigs.....The OLD rigs are sold as scrap iron ( Rigs bought
by Shahril Father........Shahril bought SeaDrill for 8.6Billion in 2012 ( i think 8 or 10 Rigs )-----Heavy Impairment
Loss during Covid Era is mainly due to Cold Stack these Drill Rigs

China goes in great trouble and Military Built-up in Saipan Island just to capture Gas & Oil......But at the End
it invites USA Seven Fleet back to Philippine........A War Zone kills All initiative. Just imagine a Nuclear Death Zone
at China main exporting Ports.....Better spend some money and Buy up All O&G Co. for Sale

i think China Sinopec is interested. SinoPec imports more than 55% Petronas Gas Export

Coming Qr revenue is Between 900mil to 1.6B ( max)....If enough cost cutting, earnings should be better than
last Qr.....Again major contribution will be Jack-Up Rigs again and again until 2025

Advance Sale Ticket is a Real problem when Oil price reached $90........2 months back Oil was$80......Extra
fuel expenses can easily add Rm200mil to fuel expenses

paulthesotong
Higher jet fuel prices are just passed on to consumers n willing to pay.seats are full airports are packed everwhere u go. 4 future.
_______________________________

Oil price is unpredictable......75% of aax Tickets are "pre-booked" when price are Cheap. AAX Losses will
compound rapidly when Oil movement is erratic. 3Q losses is unpreventable But 4Q will recover due to
Christmas and Year Travelling

SAP is NOT AirAsia. Tony has NO plan, just say "good Biz" so be Cool
Both SAP and AA has about 10 Billion long Term Debt. The only difference is AA has Nothing to Sell ( all plane
under Lease ) Atleast SAP got 11 jack up Rigs worth about 5 Bil market rate

CDRC ---10 Mar 2024 ---Extension ( nobody can sue SAP ) Basically is More than enough Time

It won'T surprise me if PNB is pumping Velesto

Fuel vs Revenue is always around 40% Expenses ( true for last 10yrs ). DonT wait for next Qr results to Sell
Oil price is heading $90++. Assuming Ticket price remains the same, 245mil operating losses will compound
rapidly

someone has pointed out quite accurately in aax, 4-6weeks is more than enough for Bursa to decide on AAX
PN17 upliftment ( still pending ). With PN17 still attached, AAX cannot raise RI, depends on private placement
Or White Knight like SAP for Cash injection.
Anyway AA can has huge price surge if aax PN17 upliftment is approved------Keep cash ready
Next week also Down Trend for AA

profitgrow
if its drop until 0.60.. i will sell house, sell car, sell phone, sell computer to goes All in.
________________________
Are you T.Sri ----himself----Sell House and Wives????. I would BUY your House and Dogs than TG

Bai Ka Liao, shorties park to Kill again

12 Sep arrived RM3 and special dividend of 7sen.........see who breaks all Office Toilet bowels in frustration

shorties Hit TopGlove really hard on Wed.......Who is next???

when earnings can be accurately predicted by Peers Co.....shorties become very aggressive.... ......40sen
on the card in 20days

If you didnT run today, Too late....Net Loss 235mil....Many thanks to the Best CEO, Tony's Finger, you got 1.3bil
added out of Nowhere ( Anybody who follows AA long time, long time, knows this is Normal AA accounting )

aax profit depends on 2 items only after consolidation. 1) Ticket price 2) Oil Price.
Ticket price is falling about 15% from March to June. Oil price remains at $ 80
In 2019, Aax revenue was 1 billion but still lost RM200mil bcos Ticket price is Low. However average Oil price
in 2Q19 was just $66 ( now still $80 ) So Ticket price is King Marker But it is Falling
You think June to Sep 2023, AAX will make Big Net profit????????????

Shorties will push back / below 2.05 before 4pm to maximise profit. Buyers on Merdeka Holiday

Maybank Investment Bank (Maybank IB) Research expects its 2Q23 core net profit to hit about RM30mil as compared to 1Q23 earnings of RM42.5mil.
_________________________________

Aiyaa, this Maybank analyst is just a fresh graduate TRYING to impressive his Boss......Now he is planning
to jump Ship and become a politican instead

Tomolo Aax will be hit by One, Two punch plus a sucker punch. First, Profit Taking, next, Shorties forming Long
lines around the corner. Last, the Sucker punch, buyers make excuse----- goes for Merdeka Holiday

Got spare money, wait!!!. Aax back to 1.50---40% plunge this week. Then Tony will pump-back to make millions.

1.55 private placement in danger. How to raise money, RI,, aax has no asset backing, only leasing planes ( 1 billion
lease liabilities )

aax has returned back to its Old self, the more it fly, the more it loss money

if net profit hit 30mil for 2Q23, it is consider very Good but the real explosive earning spike is 4Q23.....Then
again market price could peak in Nov if everybody jumps in before 4Q23 announcement in Feb2024

randy793
They never paid any dividends for a long time already la
________________________

I think if profit exceed RM 70mil---A small dividend is necessary ( maybe in 1Q24 where DayRate exceed$100 )

maybe Friday Results Out

AAX is a Good example on how "hired syndicate" helps to manipulate price.....After restructuring, aax is priced
at 70sens....management want sell shares for 50mil cash thru PP at 1.55....Current Market price 2.34 pushing
to RM3.0. If you are PP buyers, margin is Good ( Buy today Sell tomolo )
Do I see similar operation in SAP after PN17 jail-Break---almost 100% based on current syndicate operation

Maybe this is the Only way to raise Cash!!!!!!!!!!!!!

Alot of people are very concern about consolidation and then RI....Seriously it will not happen 9--15months
after release from PN17. Reason is very simple. Look at the market price now, 4sens how much can you raise if
SAP reduce Outstanding shares ( consolidation ). My estimate is SAP need about 2 billion thru RI ( very Big # )
Known Fact is PNB will NOT agree bcos they can pump 1.80B thru private placement, no need white knight. Shahril Cannot even pick-up last RI shares ( 50% sold in open market )----Now that 40%( pnb + shahrill ) will
not participate in RI, it is doom to fail. Bcos 60% of remaining shares are held by ikan bilis who are more likely
to Dump than collect more thru RI.
However there is a syndicate Or Bankers moping up shares on a Daily basis. Rich people knows how to make
money easily.