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

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

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

80years more for oil usage ( DonT dump your Old proton saga yet ---save for your grand Children )

Madza used RON 97---no subsidy at all but sales never drop post Covid

Data Center are not anything special from normal Industrial Building---Data Center
real Cost are the Control Panel that store Data ( 75% of Total Investment ) Real beneficiary next 50years are TNB and Water supplier "Syabas" Selangor or Ranhill Johor. KPS is the sole beneficiary next 50years as water chemical supplier to Syabas ( mother
and Son )

Data Center is just normal building project---75% real Cost are Data Equipment which are not supply by Mah Sing---Real beneficiary for next 50years are TNB and Ranhill Johor or Syabas Selangor ( Both water suppliers are in private hand or going to be )
Next 50years only KPS got benefits bcos it is suppyling water cleaning chemical to
Syabas ( mother and Son )

BAT should follow UK parent doing Shares BuyBack. Any Buy back will lift price to RM30

Only PNB take loses from Both Side as Bank Owner and SAP majority shareholders.
Put SAP under Liquidation, PNB will lose around 5--7 bil or more
That is why PNB appointed the best of the best O&G directors to SAP Board ( beside kicking Out ALL
Shahril's MaCai )

anwar too busy with Diesel non-subsidy problems--cannot decide who gets niiss ( my legs are getting very weak )

you can package loan ( non-performing ) in such a way to pay back in 30years----Buyers are usually Insurance
company. But you need guarantor and a average rating----until further announcement

according to management, last year, Big rush to beat SST---inflated revenue & profit

11.75 sen Dividend this Qr

Manila and Bangkok traffic Jam remain the same even petrol price is much higher than KL---Maybe some knee
jerk effect but those that can afford Mazda are quite rich to start with---maybe Axia demand might drop

AI Data Center will Not benefit DNEX----DATA Center benefit TNB ( electricity And Clean Water Syabas Selangor,
RanHill Johor )---Google Data Center investment in Selangor is RM 9.4Bil --is Long term. Since Syabas is not a listed Co, next in line is KPS, supplier of water chemical to Mother Syabas

DNV has a solution to pump CO2 into storage so they got the Management Job---But the Hard part is how to
physically pump CO2 underground requires Platform, transportation, and strong pumps to push CO2 into
Ground storage----Only Velesto and SAP has this type of Equipment in Malaysia water

https://oilprice.com/Energy/Energy-General/The-Asia-Pacific-Region-Is-Emerging-as-a-Carbon-Capture-and-Storage-Hub.html
_____________________________

This is Velesto Big Biz

have a little patience, many are burnt by theta ( that nasi lemak seller )

Chicken rice is cheaper than Roast Duck Rice and as for Roast Goose Rice, you can only get in HongKong

raymondroy
velesto : EPS 0.57 and share price 0.265; while bumi armada : EPS4.06 and share price 0.57...... annualised PER of 11.6x VS 3.5x ....... which is better ??? Wasco also same boat with bumi.... PER 3.6x
__________________________

Hello Dear, you are comparing---A Hen, A Duck and a Goose----All walk different style----Velesto ( Jack-Up }
Armada ( FPSO ) Wasco ( wrapping steel pipes )

Once TMSC perfected Wafer for 2nm Transistor, 28nm Transistor will be like yesterday Black/White TV vs 50inch
OLED TV today ( will happen in 3 years ) Why used 28nm, when 3--7nm is much Cheaper---Car Display Panel
almost "Function" like a LapTop

I think Qr results Out next week----let the numbers speak

Just play Contra like me----DonT dream

If Dnex secured NIISS, Management has to raise RM400mil minimum thru RI ( maybe 50sen ) About 800mil
shares added to current 3.4bil----DonT eat to many " hard boiled Egg "---Dnex technology is only 28nm,
current IC boom is 2nm and TMSC spend $800 Bil to develop 2nm ( about RM3.7 Trillion )

If price push up fast---must take profit-----One billion project over 3 years is RM300mil / year Or 75mil per Qr.
75mil / Qr will NOT improved DNex Net Profit by alot!!!!!!!!!

Gov is certainly looking a Grouping Set-Up like PH---Dnex is more software ( Hardware--Zero? ) So Iris is a
Better choice ( Theta is such "small Co"---selling nasi lemak Okay )

remember HeiTech padu, many has lost their shirts there----wait for results ---Play contra first

Nowaday Gov projects no longer command lucrative profit of yester year Bcos of MACC------
Returns are always Sub-Par due to Delay and political interference----Look at Silterral recent return!!!
Make quick In-Out is best policy

The only Biz Velesto can venture into without spending money on Expensive Rigs is Carbon Dumping back
into "Old Drilled Oil pipe line "----Liquid Carbon Dioxide Captured from Atmosphere are pumped back into
and "stored underGround "-----It will be good Biz in 5--7 years Time---Malaysia allows CO2 dumping into Old
pipes underGround-----Carbon Trading has Not take off but sooner or later---Velesto can Sell Dumped CO2
to EU and USA ( signed pack ) So far India and China has not signed the International Agreement but it will
cost these Countries alot money if Worldwide inposed sanction on them

I think Foreigner get in to Lock-in Cheap Ringgit and then After USA Fed Cut rate----Ringgit will appreciate
and most likely BAT will gain 10--15% ( year End )----Easily make 25% Gain Year-End

The Buyer who Bought @ RM 8.90 is NOT local Boy----Bcos the Volume is NOT "one" Lot But 284,700 shares OR
RM 2.50 Mil-----Surely Foreign Fund

If Management didnT post PN17 report, by 31May, it means they have submitted request to leave PN17 after
selling SapOmv---which is One month (22Apr) from Today----Bursa maybe scratching its head since ---Let SAP
go or no ----or face political pressure day and nite )

no news is always Good news???????????

Quote: 25% tarrif to China. Hints for better future, I read.. In 2026
________________________________
Traders can by-pass like a snap of finger---In Mexico, Huge American Co. are repacking everything to
circumvent high Import Tax. They can say generic Glove from Malaysia, Thailand BUT never China---
Easily get 5% discount from China Suppliers

One Sub.Con told me SAP can actually raise RM3 billion in Brazil thru Gov project financing for O&G---Good
news for SAP ( no need for local loan )

DonT be surprised if Bursa "agreed" on a 2years Probation out of PN17.
Reason is SapOMV Deal needs atleast another year to complete and SAP management need new Cash
another 3 Billion to finance Brazil project

"HairCut, HairCut"----Bankers Nightmare
I think Management will announce How many Bankers "agreed to HairCut" in coming announcement
to Deflect Bursa enquiries Later ( 31 May----hahahha---just a Show )

I-RDC donT generate alot Profit---Revenue compare to Jack-Up is 12% or lower----I think you are confusing
between Revenue and profit

Chinese New Year Cig consumption is always Low ( i was surprised but has accepted it after 3 seasons )
As MACC has Charged 30 customs officers Last week, Cheap illegal Cigs supply is falling----BAT Luckies
( cheap Cig ) is gaining Volume ( much more next Qr )---Highly likely BAT cheap Brand will replace missing
Revenue from premium Brand Next Qr....A rather Huge Market if MACC operation has broken illegal Cig supply
Chain-----Next Qr Result is worth Waiting!!!!!!!!!!!!