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2024-03-14 23:09 | Report Abuse
Niki when did u realise this. or is it a mistake at their website. pls clarify with company and keep us posted.
2024-03-14 23:04 | Report Abuse
Olombendo is easily worth 4B as per most analyst reports... say sell 50% = 2B will pay off all debts.
2024-03-11 12:54 | Report Abuse
5.20 next resistance and than 6.50.... hold on tight.
2024-03-09 12:20 | Report Abuse
same goes to HLB and HLFG and OSK and RHB... whatever HLFG gets from HLB they pay out and whatever OSK gets from RHBCap they pay out
2024-03-09 12:19 | Report Abuse
there is a bit extras from GentP DV and it's other Msian ops. all GentB overseas ops DV normally stays overseas. so no FX risk.
2024-03-09 12:18 | Report Abuse
GentM dv will always be GentBs dv. if GENTM pays 6 sen GENTB also pays 6 sen...its always same. the amount of GENTM shares in GentB is almost same as GentBs paid up. that's how GentB manages its cashflow.
2024-03-08 12:36 | Report Abuse
For sale U don't need approval of BNM unless U sell to a party who will end up with more than 5%
2024-03-08 12:35 | Report Abuse
#ling you are right and Swak and LTAT as announced by Abang Jo has already written to BNM for approval. Hence the delay.
2024-03-08 12:13 | Report Abuse
for anyone to buy more than 5% of Ambank need BNM approval. so as want Contarian said and reported by Star its bought by public institutions. no one will emerge as substantial shareholder with more than 5%. that's why ANZ can't sell Ambank to Swak coz the process will require BNM. ANZ sell in market to institution is faster.
2024-03-08 01:18 | Report Abuse
the buyers of Ambank shares are institutional.. any who buy more than 5% will require BNM approval and this process can't be done via a book building exercise/placement. so don't expect any new substantial shareholder. as what Contarian said its all public institutions.
2024-03-08 00:23 | Report Abuse
article clearly says LTAT will be 2nd largest shareholder, so it's confirmed Swak will be No.1.
If LTAT remains No.2 shareholder to ride the upside, it means price will fly much higher before they make more money.
2024-03-08 00:20 | Report Abuse
https://theedgemalaysia.com/node/703875
defence minister say deal on and LTAT want to tumpang the benefits of Swak take over.
2024-03-08 00:19 | Report Abuse
Next short term resistance 4.91 and 5.20.... Long term is resistance 5.20 and then 6.50. in between minor speedbreaks at 5.80.
2024-03-06 07:13 | Report Abuse
MBB target price with Taurx approved is 9.00 and without is 5.70.. let's enjoy the ride. The report was out yesterday morning and sent to all clients.
2024-03-03 12:58 | Report Abuse
Great news. even though financially this doesn't impact BA much but improves its credibility. Hope to see improvement in market values.
2024-03-03 08:53 | Report Abuse
#niki, with this can we confirm the "first oil offtake" from ASV done?. the risk of non delivery by ASV is over?
2024-03-02 19:47 | Report Abuse
sorry had to delete as its not meant for this forum
2024-03-01 22:29 | Report Abuse
who controls ASV... not BA but their Indian partner... how to control when U own 30%... this ASV is not important to BA... even the debt is already a project debt ie no recourse to BA and not consolidated. let's hope for new projects for BA where it controls.
2024-03-01 21:49 | Report Abuse
as I have repeatedly say ASV is just an associate. the Q4 numbers is without ASV...yet BA achieved highest operating profit. ASV is just a small number to BA. let's not bark on the wrong tree.. if BA can produce same Q4 results (ex impairment obviously)...in Q1 surely we r at 65sen band .. ASV is just a branding purpose.
2024-03-01 14:28 | Report Abuse
true #Lube... looks like results not important.
2024-03-01 08:39 | Report Abuse
correct Riaz... LKT is killing the company
2024-03-01 08:00 | Report Abuse
GentS made an impairment charge, so exclude impairment its up also. Next Q all GentB will make 500M. I was more worried abt GentM and it performed well.
2024-02-29 15:43 | Report Abuse
bad results.. price doesn't drop. wonder why or should I say, price now a factor of Swak deal and not earnings.
2024-02-29 12:14 | Report Abuse
my bad I was overly Conservative... wanted to buy closer to my last buying price at 48 and 49...anyway congrats to all those who bought and took the bear by its b*lls. let's see it break 63 soon.
2024-02-29 11:12 | Report Abuse
if not for the impairment..BA would be now above 63.
2024-02-29 10:50 | Report Abuse
cashflow is most important not P&L
2024-02-29 10:50 | Report Abuse
soon once all the confusion is over... it will be back above 60. this who have sold yesterday should accumulate now.
2024-02-29 10:44 | Report Abuse
worst may be over... couldn't load up at 50... Happy with what I have. back to 60 soon.
2024-02-29 09:23 | Report Abuse
looks like the worst may be over with most analyst saying higher operating cashflow per quarters...vs highlighting the impairment. the impairment is neutral
2024-02-28 23:40 | Report Abuse
the other 3 is just for name sake but cash flow is contolled by the Indians.. strip them off... hence BA trades at a discount to NTA..... now u know why NTA is not important... I prefer BAs NTA at zero... but cashflow strong...
2024-02-28 23:38 | Report Abuse
BA has only 3 FPSO and not 7... that's where we are.
2024-02-28 23:37 | Report Abuse
that's why I always say its abt cashflow... don't look at NTA to buy a stock.
2024-02-28 23:37 | Report Abuse
the impairment simply says @ past Armada has miss led with 50M extra paper profits.
2024-02-28 21:30 | Report Abuse
however, as far as bz is concerned, all is good. let hold on and buy more at 50 sen.
2024-02-28 21:30 | Report Abuse
niki, I share ur frustration with the bad management. even the board must be taken to task. when u have an accounting policy, u should stick till the end and not move the goal post halfway. credibility down the drain.
2024-02-28 21:26 | Report Abuse
the 3 under JV is not consolidated so only 4 and soon 3 than 2 if we discount Karken.
2024-02-28 15:07 | Report Abuse
yes niki, very silly unless the management has other agenda. why now, when they knew it all along..credibility issue.
2024-02-28 15:02 | Report Abuse
hope goes to 50 and we long term holder can load up..
2024-02-28 15:01 | Report Abuse
let weak holders sell off.. which company has 1.5B cashflow per annum... that itself gives BA a strong footing
2024-02-28 15:00 | Report Abuse
niki, Karken failure impacted the cashflow hence price dropped to 42 sen.. this is just accounting impact not cashflow.
2024-02-28 14:59 | Report Abuse
the decision to impair asset now is good so the future profit will b strong.
2024-02-28 14:56 | Report Abuse
Karken failure has cashflow impact hence the collapse. this is just accounting impact on FA.
Stock: [ARMADA]: BUMI ARMADA BERHAD
2024-03-15 11:53 | Report Abuse
having a misleading website is a big problem. it shows how badly they are managed. if anyone can go and change these crucial information on their website shows how their IT controls are.