Lets hope Vape market take-off Real Good----Cheap Cigs true potential will be only partial this Qr bcos
MACC operation starts Mid Jan to Feb but Cheap Cigs stocks are still available ( maybe down 30% )
We donT know until results are out

https://malaysia.news.yahoo.com/observers-pm-anwars-meeting-hamas-024740837.html
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Glove soft target like China Glove

20% of TopGlove goes to USA----80% of TG market worldWide now faced massive Price Dumping by Chinese
Glove----No winner!!!!!!!!!!!!!!!!!!!!

waiting for Bull-Run----When everybody just want to Buy and donT want to Sell

https://oilprice.com/Energy/Energy-General/Deepwater-Exploration-Is-Booming-Again.html
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Saudi cancelled Jack-Up Rig Contracts but the Whole Industry wants Jack-Up Rigs

If BAT can capture Back 20% of Value add Brand ( cheap Cigs ), the revenue can easily reached RM1.0 Billion
Although Cheap Cigs margin is smaller, but Volume counts----Profit will be significant
Remember illegal Cigs is 55% of entire Cigs Market----Just prays MACC keeps checking Custom & Police Dept

I think too-- price ---will not move much Bcos ( bcos) Bank Underwriters are collecting for Rights issue next year.
They know for sure ( previous RI ) Shahril Cannot take up RI----so How?? They have to goreng in whatever
ways to stop underwriting Losses

I think latest Price Water House Director as CFO comes at a right time---more bid projects should be realised
bcos SAP has been submitting Oversea Bid for the last 2 years and it is now management is announcing
awards

$900mil Brazil project should net about RM500m--RM800mil based on 12%--18% net profit ( normal )

https://www.offshore-technology.com/news/bangladesh-bidders-exploration/
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Once Gas or Oil is discovered, you need a platform to extract it----24 Blocks has many potentials ( many Hits and
platforms required )----Nearest platform Builder ( Lumut Malaysia---SAP )

I think most of SAP "Legacy projects" ( not profitable ) Either had project Cost revised or Cancelled Due to
Covid---Covid was 3 years Long and most legacy projects have 3 years Execution period ( if no start work it
will be cancelled or renegotiated ) Covid has actually "Help" SAP New management

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3445616
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At 1.8Billion = RM 8.55 Billion Contract ( SAP 50% --shares 4.27 Bil )---I wonder how SAP is going to raise
4.27Billion----Somehow i think "another shareholder" might Take over SAP Bcos i know there a few more
projects SAP has Bid ( might also secured )

Lim said he welcomed Chow’s announcement over the interest by three China-based semiconductor companies who were keen to invest in Penang with total investments of US$100 million which would help bolster the state’s back-end manufacturing ecosystem.

The three companies were China Wafer Level CSP Co, Ningbo SJ Electronics Co and Wuxi AMTE Inc.

But Lim still said Penang should learn from Selangor’s success to set up a semiconductor accelerator and IC design park as such a move would reinforce the northern state’s position as Malaysia’s Silicon Valley.
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DNEX's Silterra 28mm Wafer will be under threat from China Wafer investment in Penang

nicholas99
i still remember sapura hired white men to help to restructure the debt..
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White Guy is expert on making "Bank Cry"---He makes SAP loss RM13 Billion on Books---All Bank Loan turns
into Smoke---But I think AA (CeoTony) is the BEST smoker in the History of Bursa---He smoked AAX 33 billion

White Knight's Cash is Fast money. Should come in 1st Qr.....Should Ask Management during AGM, how many
Bank "had" already agreed to "crew Cut" or "Botak-Cut"----Next PNB Ceo (coming July) is from CIMB----Also
the One who rescued SAP First Round----Now 2nd Round is Hair-Cut

20:1 and then RI ----just talk Cock. PNB and shareholders No Buy ( how to raise money? )
Bankers Hair-Cut is guarantee solid Deal

Bankers get back 2 Billion Cash But will have to take a 8 billion " hair-cut " by taking SeaDrill jack-up Rigs shares.
Next coming announcement ---No HairCut No PN17 exit

I am quite sure Insas will not be included in EPF account 3 portfolio ( bcos not Liquid ) Account 3 is about
10% EPF portfolio or from zero starting May 2024 building to 100 Billion---Better start looking for highly
liquid stock ( that EPF has small ownership ) than squatting here

EPF keeps Buying----I think EPF wants to goreng Bauto to a much higher price, in preparation for EPF Account 3
as announced by Anwar last year----Account 3 is like saving account, can withdraw EPF savings anytime so
EPF has to invest in highly Liquid asset like money market and high liquidity stock. Expected Account 3 will
be 10% of EPF asset OR 100 billion ( start counting from zero on May 2024 )

1. By Insas at Rm 1.08 and u can make 39% to 85%
2. By Insas-w Rm 0.255 and u can make 1.35% to 4.30%
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Buy OSK last year at 0.87----already MADE 67% ( no need to guess and wait for One More year to make 39% )
So how 2 Horse Race, One moving forward another always Gostan-----now wait for Osk at 2.50 ( no need
One year---just by December )

Both of them donT have Any Velesto shares ( last time EPF own less than 10%---many years ago )

You must know "who owned" CGS----Biggest Khazanah( 23%)---2) EPF 12%---It must be these 2 Hantu job

Want to confirm with my Ipoh La-tok first ( during Raya), Bcos SAP owe his Co. a few millions

Ninja _07
How to check how many units PNB bought?
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Go to Bursa and look under SAP General Announcement on 3 Nov, 2023

Waiting for "Big" announcement Before AGM ( 30 April )

Very interesting coming 1Q24 results----Macc Operation starts Feb15 2024

50cents fair value is from PNB estimate for Jan 2024.....PNB has bought somewhere around 70mil @ 0.20 by
AmanahRaya on 03Nov2023 ( They didnT Sell until today )

If Monday Volume Hit 200,000,000----it means Many have Regretted Selling on Friday ( Oil price still going Up )
Then no need operator next week-----Kiasu buying back

remisiers treking Velesto said it is not CGS causes the selloff But Velesto is TopHeavy going into Holiday mood.
Next week Volume will drop, just cannot support upward push. Operator just unload causing a selloff.
Unless another Operator take Over, next week Volume will be small----Free Toll next Mon & Tue

Brazil pays $500,000 per Day for Jack-Up Rigs----Petronas pays $135,000----Tolling Rigs from Saudi to Brazil by Sea is Longer than to Malaysia----But there are 2 monsoon seasons coming to Malaysia ended up smaller
travelling Window eventhough shorter Route

The scope of work, it said, includes the provision of diving support vessels, air and saturation driving systems, remotely operated vehicles and other underwater services.
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I didnT know SAP got Submarine / remote ( robotics ) repair vehicle----No wonder impairment loss is so Big

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3436372
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There is no Value for this 5 years Contract ( strange: works ALL below water line ) Anyway this is a Petronas Job...
I thought Petronas "Kick" SAP out Contract Bidding ( PN17 & no money )----Politicans Arm twisting Petronas
---Maybe, Maybe

Big Boys playing after 2:30PM---what seem players pushing to 30sen, actually someone dumped 6mil shares
at 0.295----However if this continue, dumping and pushing higher, the end result: is price will breach 0.34TP

https://www.malaysiakini.com/news/701289
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You can Expect MACC to comb every corners in Custom Depts Under Anwar's Order

Previous CEO has to go bcos he is close to maha-tail

I have Not see any "Agent" in Port Klang Custom area.....Anyway many Taiko are no-where to be seen

https://www.nst.com.my/news/crime-courts/2024/03/1031890/macc-arrests-34-customs-officers-rm2-billion-smuggling-scheme
--------------------------------

Cut-off in illegal Cigs will happen in 1Q24

you Bet a few thousand or loss a few Hundred---started screaming here. Have you look at PNB account
3 billion Cash injection plus 10 billion Bank Loan ( say 45% total Loan loan belong to PNB ) You are looking at
8 Billion BET----If cannot Recover, CEO confirmed selling salted Duck Egg at pasar malam

In any way April is the Month for "Major Announcement"----Will not able to Beat 30June Dead line if push
further Back-----The time limit is very similar to CapA. After Major announcement, Bursa will give more time
like CapA

If SAP manage to convince Bankers to take up shares in SeaDrill Co, to remove All 10Bil Loan. SAP price will
jump like AAX---I see no other Options

If SAP starts work on Legacy projects in 2024, most likely SAP will suffer minimum loss bcos China Steel
price has fallen 16% in 2023 ( most likely conT falling in 2024 )----Atleast SAP will earn forex Gain with little
real profit----The Real problem is SAP's Sub-Con are Not willing to work unless Old Debt are paid.
Once WhiteKnight Cash pours in to paid Sub-Con Debt, most likely SAP revenue will reach 2-3 billion
( with new Bank OverDraft ) as indicated by previous Qr----So Bank Hair-Cut is the Life line for SAP to
rebuilt rapidly bcos Oil price is not going down

DonT Buy cheap EV unless Battery is Sodium Based ( salt ) Every time Manufacturer Cut EV price they cut
corners in Battery section.....Lithium Battery Car burns so fast, no driver can escape. I have seen 2 EV burnt
infront my china factory gate. 40ft Gate from one end to the other---need 3 sec to pass thru ( whole Car burnt
with flame almost 10ft High

I am still waiting for Stockraider's prediction that Insas will beat Osk ( no date given---both start from 87sen
in 2022 )

Legacy projects with little profit margin are making life very difficult. But with so Many Asset, stop-work is Not
a option. This is a Over-expanded Co by Shahril + Mahathir Son. In 2021-22, no choice impairment loss kick-in
8--10Bil

Finance Cost last Qr is 200mil------Cut 40% or so will results MASSIVE jump in Net Profit

The TimeLine of restructuring announcement should be First " Bank Hair-Cut, next White Knight Injection
and Last OMV Sale-----I based the time line on Details released previously. WhiteKnight Cash will
come in after Suppliers Payment + Banks Debt structure are settled or agreed Upon. OMV is a 5.6Bil Deal
and Management has just finalised "Players" ( may take 1-2 months for final announcement --- then Lawyers
take over )
So First come First ----Bank Hair-Cut ( announcement should be in April on General Details to Beat 30 June
Restructuring Dead Line )

I read latest CO*2 dumping----Can understand why TOTAL wants to Buy lost making SapuraOMV. Bcos Malaysia
Gov allows Oil Giants to Dump CO*2 into Gas pipes---A $16Bil Biz in 25years----Co. that remove CO*2 from
production can continue Operating into 2050 ( EU Green Law )

Buy / Sell everyday is very healthy---Generate Volume

Breached 30.5 will send price Next Leg Up

https://oilprice.com/Latest-Energy-News/World-News/OPEC-Oil-Industry-Needs-11-Trillion-in-Upstream-Investment-by-2045.html
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Read this article you will understand Oil is in very chaotic future----Oil shock ( estimate investment is just 2T )