1.80bil White Knight Loan is really the most crucial factor that SAP can jump out of PN17....Pay off 1.5Billion "known Creditors"(Court Cluster) will save SAP on-going concern......As for Bank, maybe a small haircut like taking SAP Drilling Company Shares ( already proposed ) And roll-over 10billion loan . So how to raise operating Cash as on-going concern? I heard, a package deal that involved Gov guarantee ( one share ) and sell to foreign investor-----In a nutshell 1.80billion Loan is quite crucial but SAP ceo talks like it is a Done Deal in News media ( Year END off PN17 )

look at Seacera up-liftment (pn17) price today. Last nite closing 20.5sen. Whatever initial price "jump", you
multiply by 2 will be SAP uplifting price in November . Bcos Seacera is a "dead frog" from the beginning

next week will see the Beginning of New political Up-Heaval in Bersatu and Umno----New Show

when PN cannot destroy Anwar this round, Bersatu will see power struggle at Top leadership, Azmin Ali will
challenge Mui-jai at Top. Main beneficially in states Election is PAS ( Bersatu will vaporise sooner or later )...
PAS without capturing Penang Or Selangor means It is still wearing same OLD shirts with NO money to
Develope Kelantan and Trengganu ( Kedah needs heavy Paddy sudsidy from Federal Gov every year )
MayBe Mahathir will break Umno with Umno Baru again. DonT think Zahidi will last long

Honestly, PN won 3 northern states will celebrate now but huge economic calamity will follow. 3 northern states
, the poorest of the poor, depends heavily on Federal subsidy every year....The little Napolean from PKR will
cut Diesel supply, electricity, Federal Water Fund ( promise during election but never come, now )

RHB is Fully Value at RM6...........OSK is Value today at 1.15 which account for just RHB portion, another 50%
is Free....Technically, OSK is value at RM3.50 or more. So upside is more than 100% compare to fully valued
RHB share----Which share has higher potential for Cap. gain, ---you think?

Have you heard about Low Tech industries like Glove can get TP for All Bankers up RM120???
Now 80sens going 40sens of course-----But in the Heat of Rallies arrived RM30++++ ( you never know )

World is shifting to non-oil so $300 Oil just makes transition much, much faster. But Maxi. profit for Drillers in
2--3years just like Glove industries......Malaysia is Net exporter of Oil......also maxi profit for Petronas but local
petrol subsidy Continue......Stock market just react to spike in Profit just like Covid did to TopGlove

Premium Cig is for Die-Hard smokers, New Trend is Vape and HNB. If Gov impose just 10% taxes on Vape,
it will WIPE-out illegal Vape which is commanding 55% of All smoking in Malaysia. I say RM70mil spend
on VAPE in 2nd Qr is just the beginning of another Heavy promotion. Capturing Vape market is BAT
survival and Heavy Dividend distribution will start 1Qr 2024-----When Vape command 80% of smoking market
illegal Cigs will die of natural Death ( It is cheaper to smoke Vape than Cigs ---10% Tax )

On economics sense, Old timers are dying out every Day, but youth earnings are increasing every Day

Oil could be like Glove----RM300 / Barrel than AAX is officially declare CityBus cannot Fly----

https://oilprice.com/Energy/Crude-Oil/The-Looming-Oil-Crisis-The-World-Is-Ignoring.html
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Velesto could be RM10 in 5year if Oil is RM300

https://oilprice.com/Energy/Crude-Oil/The-Looming-Oil-Crisis-The-World-Is-Ignoring.html

https://oilprice.com/Latest-Energy-News/World-News/Shell-To-Explore-Offshore-Drilling-Opportunities-In-Malaysia.html
_________________________

Shell will provide alot Drilling Jobs for Velesto in 2023---2030

Dnex 200mm Market is shrinking by the Day with Infineon 25billion Expansion in Kulim and China massive 140billion investment in Chip supply Chain to counter USA Chip Embargo. Better sell Silterra to Infineon

If you scan thru today Vol done----alot are bought at 500,000 a-pop ( very Big fish ) Not ikan Bilis at all-----
may next few Days when Ikan Bilis turns piranha, you will see small Lots Flying Off every seconds

PNB is no st**pid fellow. His average cost is 30sens And SAP management wants to do RI?? It will Hit PNB
Investment like Thunder......PNB investment was 2.8Bil and Today PNB investment just worth 466mil!!!
PNB will do everything in his power to "Goreng Up" SAP to 30sen Or above to unload some of his shares
Before SAP management can Think of RI

Both Big Shareholders ( PNB & ShahRill ) Cannot Unload until 35--40sens to BreakEven ___I think ShahRill is
in a worse position than PNB, 95% of his shares are bought around RM1.0++ and 5% came from RI ( 30sen )
which he cannot Take Up most of them

so far No Ceramah touches " Nicotine Ban " on both PH & PN----Gov needs Vape taxes Badly

Heard Brunei interest 2 weeks before state election announcement from politicians but since no media announcement -----i donT spread news without confirmation. But it is a know fact Brunei's water has Gas
Deposit ( nobody knows exact Vol. bcos no exploration was Done )

Oil reaches $86.....so expect SAP hit 10sen next 2 weeks ( no dream just fact )

AirAsia has to Double Ticket price when oil Hit $85 or else like previously it will lose around 400-800mil every
Qr----AAX is No different. Jet Fuel is main factor in aax

who lose the most money if 20:1---PNB----The Big Boss who control everybody in Management from Ceo to
Tea Lady. Where got so st**pid soh-jai??? Atleast Goreng to RM1 than let go to GOV and said everybody
makes money

kossan first Horse out (Qr result), lose underwear, return to starting line

from what i heard, PH will keep taxing Cigs at current rate ( please ngo) But will tax VAP and HNB just 10%
to KILL off illegal Ones

If Gov donT tax Vape and Heat Not Burn products 200%, Illegal Vap just vaporised bcos costings are about
the same. Illegal Vap with overseas transportation cost and " bribes " makes them more expensive than local
produced VAP

Velesto has a 30days "push" Before next Qr results----I think given Oil continuous upwards trend, 30sen Tp is a
piece of Cake ( just waiting for 50sen actually )

BAT intent to Manufacture VAPE in Malaysia......factory & mixing Equipment. I think favors is Original BAT
International Brand.....Vap making is NOT difficult, mamak store size is enough, I saw many in KL......BAT has
10,000 Existing Cigs Outlets----Cost nothing to Ramp-Up SALE 10,000X from current position!!!!!!!!!

Okay i donT mind missing Dividend from RM72mil allocated for VAPE & Heat not Burn product if future Dividend
is expected to Double or Triple

The Group amplified its operational spending in the current quarter to facilitate the transformation into a true
multi-category organisation. Besides allocating resources to reinforce the combustible portfolio, the Group has
also invested in the launch of tobacco heating product (THP) and to prepare for the upcoming vapour launch. As
a result, operating expenses increased by RM72 million versus the immediate preceding quarter while profit from
operations grew by 23.9% from RM59 million to RM73 million.
______________________
Interesting--- BAT has anticipate VAPE launching ( PH needs BAT taxes----removed Nicotine from Poison Act)
Stronger next Qr results if VAPE is launched this Qr

(ii) an upliftment of AAX from being classified as an affected listed issuer under Practice Note 17 of the Listing Requirements,

after considering, among others, the recent improvement in the financial performance of the Company and its subsidiaries (“Proposed Relief & PN17 Upliftment”).
_______________________________________

If Bursa approve AAX request to uplift PN17 based on 2 Qr of profitable earnings.....SAP can follow too.....

Fentanyl is a potent synthetic opioid drug approved by the Food and Drug Administration for use as an analgesic (pain relief) and anesthetic. It is approximately 100 times more potent than morphine and 50 times more potent than heroin as an analgesic.
__________________________________________

USA spends $500mil campaign against Cigs.....Banned all sports and advertisement that sponsor Cigs, after
25years.....FDA said they got a "New Problem" ----FENTANYL ( blamed CHINA as a major supplier ).
Smokers just switch other Drugs. Guess what Cigs is the safest among all Bad Habit bcos it kill smokers ( only
25% ) in between 25---80years-----FENTANYL kill users in 3--5years

https://oilprice.com/Latest-Energy-News/World-News/Oilfield-Service-Providers-Enjoying-Soaring-Profits-Amid-Robust-Demand.html
________________________________

SAP should leave / settle PN17 asap to grab lucrative Contracts

The financial strength of Ikan Bilis comes for Non-Cash Trading ie T+2, T+5, T+7.......PN 17 is major obstacle
for ikan Bilis ( Cash Up first before Trading SAP )---Getting Out of PN 17 will ignite Tsunami Wave of Volume..
Great opportunity for Sharks to release for quick profit OR push further up for 300--500% Gain

Always take advice over internet with a "pinch of salt" after all FREE advice (TP) always has vested interest.....Bankers ask you to BUY bcos they are selling....It is always better to have a Good Remisier for Sound advise Or Tips, atleast He is working/hoping you Make moni, and he got Good commission

So Hong Leong Investment said 1.59 TP After discount here and there ( more realistic they said from RM2.44 )
Haiyaa, soh-jai HLI, RM 3.90 TP mah----30% discount from RHB market Price

https://oilprice.com/Latest-Energy-News/World-News/Future-Of-Oil-Demand-Is-Brighter-Than-Youve-Been-Told.html
_________________________

Only Kenanga is depressed bcos they didnt collect Enough. Hong Leong Investment is promoting All over
the Town ( they owned 10% of Velesto )

https://oilprice.com/Latest-Energy-News/World-News/Future-Of-Oil-Demand-Is-Brighter-Than-Youve-Been-Told.html
______________________

Oil will be around next 50years

People who got NO share makes the most noise here (Ular pendek ). After orang pendek destroy TG, now
want to drink diesel Here

Just my Guess why Kenanga gave Low TP.......StockBroker House Main Biz is to finance Share purchases.....
If Kenanga take a 200mil Velesto Deal at 19sen-----Do you think They keep shouting 30sens TP ( DonT blame
Kenanga or believe any TP by Bankers ) It is just BIZ !!!!!!!!!!!!!!!!!!!!!!!!!!!

Trust me, many bankers & stockBroker house gave low, low TP bcos they missed the "Boat"
MayBank indicate Foreign holdings of Velesto has increased by 9% ( first 6mth of 2023 excluding those that
are already in before Jan 2023 )-----Why foreigners keep buying? Local & bankers said donT touch it!!!!!
Except Hong Leong Investment (holding 10% ) ---the smarter One

EatCoconutCanWin
Plan B ?
__________________________
Tony perform "HaraKiri " infront of sharesholders----Malaysia Boleh, ----you Die, I Die

Felix888

This is like Tony told the AAX creditors: Wang takde, nyawa satu sini, berani datang ambil!
At the end the creditors accepted 95% haircut plan. Liquidate AAX creditors could get anything.
___________________________________

Actually it is a "Terrible Idea" to burn All Banker body Hair...... the consequences is Dire at Best.
Who is going to Lend AAX operating Expenses in long Term????? Local Bankers will ask AAX management
to kneel at Parking Lot First bcos Office Chairs are for "Good Paying Clients "

https://malaysiastock.biz/Company-Announcement.aspx?id=1495004
____________________________
Look at SerB Liquidator Victor Saw action---Apply to High Court to Extend SerB Biz for another 365days
bcos Selling SerB Biz CANNOT recovered Bankers "Anything"(Keep extending, extending maybe another 10years)
As for SAP bankers, They cannot even Liquidate SAP asset ( from my experience ) Bcos SAP management will
appeal to High Courts that All Option are Not look into as SAP Biz is On-Going & making Moni ( very important)

TopGlove is the "Flatess katak " on the Highway----Run over by a thousand lorries ( RM40 to 86sens )
If you DonT believe 40sen Tp, you are a Aliens from Mars

Why Adult Diaper?? T.Sri need unlimited supply of Diaper if TG drops below 40sens

Wa....Careplus has diverted from Glove Manufacturing INTO EV cars distribution( just annnounce.......Very, very soon TG will announce TG is diverting into New Biz----Adult Diaper

Ninth007

KUALA LUMPUR (July 4): Sapura Energy Bhd has decided to not pursue its appeal against the Sessions Court's decision to allow Economy Minister Mohd Rafizi Ramli's discovery application to obtain documents concerning
____________________________________

Shahril's Father who actually started Kencana ( now Sap ) is very Close Fren of Mahathir. Now with Anwar &
Mahathir on War path on Cronies issue, courts stand which side already known. So issue on why get PNB 1st
Bailout (SAP) is obvious ( done when M is PM ).......SAP staying Power has to do with Najib & Umno strong
support ( we donT how many Umno Dato has substantial SAP Holdings )
As you can see, even previous MoF has a plan to Save Sap as suggested by Najib ( Gov Guarantee )

Nikmon

Really not making sense..a company can't pay contractor years already, still manage to sign MOU with Gov to invest 1.5 million to train and hire Malaysian...haha..gov never do due diligence, signing MOU with a company
_____________________________________

Just a Political ploy set up to divert attention if any Gov Cash injection is pump into SAP thru' other Gov
sources. Signs are pointing to Gov. rescue after State Election ( PH wins States then Anwar's position is cemented
for next 4 years-----Nobody can push him Down )

A Darling few months ago, now a Divorcee( nobody wants )