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2018-05-08 10:17 | Report Abuse
Yup, Mahathir promise if PH wins, thursday, friday holiday, to cool down sentiment, ensure BN transit power smoothy to PH, also let sapura short seller to prepare more fund to buyback limit up sapura share price next week to cover their short position.
2018-05-08 10:11 | Report Abuse
1 opcom = 1 sapura !!?? SAPURA AT HUGE DISCOUNT, what a joke!!
Opcom shareholder should swap to sapura
Opcom business model need to rely most on contract from TM, but, sapura have own direct interest ownership in oil and gas assets, selling global high demand oil and gas at current high price, sapura is the largest Independence oil and gas producer in Malaysia
Sapura on strong accumulation momentum, ahead of marked up momentum later
Mokhzani still hold about 3.91% stake in sapura through Khasera Baru Ltd hold 220.03 million shares or a 3.67% stake + Direct personal holding 0.08% + Kencana Capital Sdn Bhd 0.16% equity interest in Sapura Energy.
If PH win in election, Mokhzani will likely return back as major shareholder by just add little stake in sapura from 3.91% to above 5% and assume directorship to partner back with its likeminded partner current sapura CEO Tan Sri Shahril Shamsuddin who owns 17.44% to resume back sapura glory empire.
These is because, as billionaire after divest its stake in sapura at high price, Mokhzani should have upperhand insider infor from its partner sapura CEO, Tan Sri Shahril Shamsuddin, sapura is now on track on recovery in line with recovery in oil price. Mokhzani will certainly interest to rejoin back sapura to capitalize on sapura recovery, return active in oil and gas industry after kick out N
2018-05-08 09:43 | Report Abuse
Opcom is much much smaller company list in AEC, now already have same share price compared to much largest sapura at 67sen, sapura must speed uppppppppppp GOOOOOOOOOOOOOOOOO
2018-05-08 09:41 | Report Abuse
After opcom hit limit up, next will be sapura to play catch up
2018-05-08 09:28 | Report Abuse
As billionaire after divest its stake in sapura at high price, Mokhzani should have upperhand insider infor from its partner sapura CEO, Tan Sri Shahril Shamsuddin, sapura is now on track on recovery in line with recovery in oil price. Mokhzani will certainly interest to rejoin back sapura to capitalize on sapura recovery, return active in oil and gas industry after kick out N.
Remember the old prophecy 'RAHMAN', Current N is last
R- Rahamn
A- Abdul Razak
H- Hussein Onn
M- Mahathir
A- Abdullah
N- Najib
now, its time to begin with 'NEW' prophecy 'MAHATHIR'
M - Mahathir
A - Anwar Ibrahim
H-
A-
T-
H-
I-
R-
2018-05-08 09:14 | Report Abuse
If PH win in election, Mokhzani will likely return back as major shareholder by just add little stake in sapura from 3.91% to above 5% and assume directorship to partner back with its likeminded partner current sapura CEO Tan Sri Shahril Shamsuddin who owns 17.44% to resume back sapura glory empire back.
2018-05-08 09:11 | Report Abuse
Sapura on course to track opcom performance as Mokhzani still hold about 3.91% stake in sapura through Khasera Baru Ltd hold 220.03 million shares or a 3.67% stake + Direct personal holding 0.08% + Kencana Capital Sdn Bhd 0.16% equity interest in Sapura Energy.
https://www.theedgemarkets.com/article/mokhzani-says-najibs-claim-he-bagged-billionringgit-petronas-contracts-sapurakencana-fake
2018-05-07 16:53 | Report Abuse
If Iran sanction indeed materialize after 12 May, crude oil look set to breakout USD 80
2018-05-07 16:50 | Report Abuse
After 9 May, those short seller will be busy buyback to cover back their short position.
Just look beyond current weakness price, await for eventual recovery after 9 May.
Sapura fundamental is keep improving with surge in oil price, more profit can be recognized from higher selling oil.
Sapura first upcoming Q1 encompass 1 Feb- 30 Apr for financial year ending jan 2019 will allow sapura to capture at least 2-3 week crude oil selling price at above USD 70.
Bear in mind, the production cost for each barrel of oil is relatively FIXED cost, therefore, any increment in crude oil selling price will have DIRECT impact positively to sapura bottomline, boots up its profit significantly.
With the commencement of sapura newly gas production in Sk310 B15, production volume 100mmscfd is about additional 5000 barrel of oil equivalent
2018-05-07 16:36 | Report Abuse
Currently, too much short seller, expect after uncertainty risk from upcoming EC result over, sapura will set for rebound to play catch up.
2018-05-07 16:30 | Report Abuse
Bullish in crude oil = sapura recovery, as sapura is BEST proxy to oil and gas due it have highest oil and gas production in private held, independent producer in Malaysia.
Sapura fundamental is getting stronger with recovery oil price, stay fully invested.
SK310
B15 Gas Discovey (220 BCF) is being developed with 1st gas in Q4 2017.
SK408
The gas discoveries are moving through the Field Development Plan (FDP) process with 1st gas expected in Q4 2018.
SK310
B14 (2.2 BCF) will be developed later with 1st gas around 2020
2018-05-07 11:18 | Report Abuse
brent crude oil heading to break another record high level at USD 76 soon
2018-05-07 11:18 | Report Abuse
Bullish in crude oil = sapura recovery, as sapura is BEST proxy to oil and gas due it have highest oil and gas production in private held, independent producer in Malaysia
SK310
B15 Gas Discovey (220 BCF) is being developed with 1st gas in Q4 2017.
SK408
The gas discoveries are moving through the Field Development Plan (FDP) process with 1st gas expected in Q4 2018.
SK310
B14 (2.2 BCF) will be developed later with 1st gas around 2020
2018-05-07 10:19 | Report Abuse
Brent crude oil continue heading upward, stand above USD 75 and continue breaking new record high level
2018-05-07 09:55 | Report Abuse
economic collapse of Venezuela and its oil industry, plus possible new sanctions against Iran...
https://finance.yahoo.com/news/oil-prices-near-2014-highs-iran-tensions-keep-004457647--finance.html
2018-05-07 09:43 | Report Abuse
Fresh sanctions, which would remove some of Iran’s crude supplies from the global market, will tighten the balance between demand and supply and support crude prices....
https://www.bloomberg.com/news/articles/2018-05-06/u-s-crude-edges-toward-70-as-traders-brace-for-iran-decision
2018-05-04 12:56 | Report Abuse
Oil Climbs as Iran Confronts Trump's Critique of Nuclear Accord
https://www.bloomberg.com/news/articles/2018-05-03/oil-trades-below-68-as-inventory-builds-overshadow-iran-fears?utm_source=yahoo&utm_medium=bd&utm_campaign=headline&cmpId=yhoo.headline&yptr=yahoo
2018-05-04 12:26 | Report Abuse
Sapura > combine Hibicus + umwog
Sapura is best proxy to bullish crude oil as it is largest independent oil producer 15,000 bpd, a direct beneficial to higher selling crude oil price, which is further compounded with additional gas profit contribution from sk310 now + further massive gas profit from sk408 end of 2018
SK310
B15 Gas Discovey (220 BCF) is being developed with 1st gas in Q4 2017.
SK408
The gas discoveries are moving through the Field Development Plan (FDP) process with 1st gas expected in Q4 2018.
SK310
B14 (2.2 BCF) will be developed later with 1st gas around 2020
http://sapuraenergy.com/type/energy/
2018-05-04 12:21 | Report Abuse
PETRONAS Activity Outlook (“PAO”) Report is a platform to share perspective on industry trends, demand outlook and activities planned for the next three years (2018-2020) to improve market information flow as an effort to promote and encourage a more robust, resilient and competitive Oil and Gas Services and Equipment (OGSE) industry.
http://www.petronas.com.my/investor-relations/Documents/PETRONAS%20Activity%20Outlook%202018-2020.pdf
2018-05-04 12:17 | Report Abuse
Hibicus already reverse into GREEN, next sapura will follow soon :D)
2018-05-04 12:13 | Report Abuse
2018-05-04 11:24 | Report Abuse
大选正歌,分享一百遍,国家可变天。 识听梗係听呢首 天可变 敢敢投希盟
https://www.youtube.com/watch?v=rta7a3yooFg
2018-05-04 10:56 | Report Abuse
swap all free up capital from bjcorp to sapura, bought more sapura at 66sen, average down holding cost to about 68sen. fully invested
2018-05-04 10:51 | Report Abuse
sold off all bjcorp at 30.5sen, locked all contra profit, free up capital.
2018-05-03 17:18 | Report Abuse
kh
Yup, miss sapura yesterday as portfolio capital + all margin line capital already fully in mostly bjland yesterday at 32.5sen and bjcorp yesterday at 29.5-30sen.
Portfolio manage to locked very handsome profit today in bjland at 35.5sen, and free up capital to accumulate back sapura at 69sen which only manage to matched my order in last min of trading.
2018-05-03 17:11 | Report Abuse
Portfolio locked all handsome contra profit in bjland at 35.5sen, Swap capital free up from from bjland to sapura at 69sen.
Portfolio still retain bjcorp as alternative exposure to bjland
2018-05-03 17:09 | Report Abuse
Swap capital free up from from bjland to sapura at 69sen, Portfolio still retain bjcorp as alternative exposure to bjland
2018-05-03 17:04 | Report Abuse
Matched all in last min at 69sen after swap capital and margin line capital free up from bjland
2018-05-03 16:53 | Report Abuse
sold off all bjland at 35.5sen, locked very handsome contra profit, free up capital and margin line capital first.
2018-05-02 16:53 | Report Abuse
Expect both bjcorp and bjland to continue momentum upward ahead of realization a massive monetize hard assets--->land in Vietnam into liquid assets----> cash, for RM 2 billion
2018-05-02 16:52 | Report Abuse
bjcorp Closed at 30.5sen, bjland closed at 34sen, win-win :D)
2018-05-02 15:45 | Report Abuse
Add bjcorp at 30sen with balance margin line capital, all in
2018-05-02 15:44 | Report Abuse
use all margin line capital, all in bjland at 32.5sen and more bjcorp at 30sen
2018-05-02 15:18 | Report Abuse
Opt dual exposure, both bjcorp at 29.5sen + bjland at 32.5sen, both now are portfolio largest stake
2018-05-02 14:41 | Report Abuse
GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
2018-05-02 13:52 | Report Abuse
The money Vinhomes used to buy Berjaya’s two long-delayed projects may be part of the $1.3-billion investment that it received from GIC Private Limited. Vinhomes Imperia project in Haiphong According to newswire Cafef, Vinhomes, Vietnam’s leading real estate management company and the property management arm of Vingroup, signed an agreement with GIC. Accordingly, GIC will pour $1.3 billion into Vinhomes by buying part of Vinhomes’ stakes and by supplying a loan to help Vinhomes develop its projects. The agreement came into effect on April 12. The information comes after Vingroup released that through Vinhomes it has recently acquired two long-delayed projects from Malaysian Berjaya Corporation. Notably, Vinhomes has completed the purchase of a 97.7 per cent stake in Berjaya Vietnam International University Township One Member LLC and Vietnam Berjaya Financial Centre. The first deal was VND11.75 trillion ($515.6 million) in value, while the capital contribution to Berjaya Financial Centre this March exceeded VND2 trillion ($89 million), which is equivalent to 67.5 per cent. GIC Private Limited is a sovereign wealth fund of the Singaporean government that manages the foreign exchange reserves...
Remark: A massive monetize hard assets--->land, in Vietnam into liquid assets----> cash, for RM 2 billion
2018-05-02 12:06 | Report Abuse
bought back bjcrop at 29.5sen
2018-05-02 09:25 | Report Abuse
sold off gamuda-WE at 1.07-1.08, cut transaction cost loss, free up capital
2018-05-02 09:18 | Report Abuse
sold back all protasco new warrant at 19-20sen, free up capital
2018-04-30 13:53 | Report Abuse
Cut contra loss at 78sen, free up capital.
2018-04-30 10:41 | Report Abuse
sold off mahsing at 1.04, locked profit, free up capital first
2018-04-30 10:16 | Report Abuse
sold off tguan at 2.46-2.49, locked contra profit, free up capital
2018-04-30 09:04 | Report Abuse
sold off all TA at 56.5sen, locked very handsome contra profit, free up capital
Stock: [SAPNRG]: SAPURA ENERGY BERHAD
2018-05-08 11:44 | Report Abuse
https://www.youtube.com/watch?v=ijFIvVwnGFc