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.
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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.
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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
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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.

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
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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