Which is the best plantation counter to recommend? Strong growth and under valued?

Alex that fishing net story settled already.

Last AGM the CEO / MD said some facility readiness from ONCG.

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Ahh Armada Sterling V already completed "Hook Up" since last year Dec. The subsea work still not ready? From project management perspective this is a failure.

Thank you very Robert for detailed information. 👍👍👍

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Is this linked to delay of Armada Sterling V first oil?
https://www.upstreamonline.com/exclusive/sapura-energy-reveals-completion-deadline-for-much-delayed-ongc-offshore-development/2-1-1479036

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1st Half 2023, foreign funds bought total RM132.8 million of Velesto. Top 5, in the market after Gamuda, Airports, Celcomdigi and YTL.

Congratulations to Velesto!!

Source Maybank 1st Half Foreign Fund report released today.

This link Charlie. All rigs currently 100% booked until mid of next year.


https://www.nst.com.my/business/2023/07/926643/velesto-energy-moderately-spend-capex-achieve-financial-target-aspirations

BAT DY 8.45%
Dlady 2.33%

With the low profit margin it is hard to give good dividend.

Press release 2 days ago:

"All of our rigs are contracted now and they are on firm contract until the middle of next year. We are already bidding for work for the end of 2024, 2025 and 2026," he said.

He said the prospect of Velesto's bidding is worth RM3.7 billion and it is a positive indication of the wealth of opportunities out there."

😍😍😍 3 billions bidding.. Each announcement naik 0.05 is good enough.

So fast ah

The CO2 capturing system could be installed at abandoned oil platforms. Oil company could save some platform decommissioning cost and at the same time fulfill their carbon reduction requirements.

Not necessary by month of August this year.

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Got big player sapu this morning. Push up ya!

Dlady
2019 profit margin double digits.
2023 profit margin dropped below 5%.

Cost increased a lot.

Sudah settle lah itu. Ho seh liao!

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Last decade consumer stock north star.

DLADY hit 10 years low.
Panasonic around 10 years low.

Dividends paid can't recover the price drop.

Consumer stocks really have to monitor the revenue and profit. Once dropped just let it go.

Queue to sell 2nd batch 0.545.

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You are genius Elaphe. 3 lap sap stocks you have it all Serbak, Sapura E and Shangri-la hotel. Haha haha best in I3.

I already shown you prompting Serbak here. I don't have to repeat avian.

That's was a total lost!! double headed snake. My averge cost for Sapura is 0.037. Sold half at 0.035, lost 0.002 (5.4%) Kacang Putih only. Who never lost in share market? Either a conman or newbie just entered share market.

Your Shangri-la hotel aiyoh genius from 3.5 to 2.33. You short selling ke? Have to say congratulations to you for a very successful trading.

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Small snake this Shangri-la hotel you bought since Covid? Hoping for post covid recovery?

Aiyoh you bought water fall stock. Robert Kouk can't help you.

You dumb dumb conned by Serbak Management lah. This old man stock your grandfather bought it before? Why keep dropping like never-ending? Other Covid recovery stock already higher than pre-covid, this one worst than glove stock.

Hahaha old cat burning beard☝

I expecting few rounds of swing before the Kraken issue settled (financial impact is visible). Now Armada management still silent on the financial impact.

Follow the waves, don't sailing unless you have insider information.

0.50 broken!!!

Armada drop to such a low price you don`t want to buy. You follow people bought Hengyuan at RM 6. Haiyoh..Crack spread cracked your pocket ke?

Thank you very much for push down the price as low as 0.42. You done a great job Jerichomy!

Jerichomy. My core stack will keep till PE 15. Thus batches are my dividend from ikan billis like you.

Trengganu unlikely go to unity government. Pahang and negeri sembilan also in risk.

Hahaha that Old Man dumb dumb bought at 2.0 and cut lost at 0.035. Entire forum knew it.

Look like got chance to release my 2nd batch 😊

Steady! Don't spend money for unnecessary. Keep the rigs busy all the time is good enough!
https://www.nst.com.my/business/2023/07/926643/velesto-energy-moderately-spend-capex-achieve-financial-target-aspirations

Don't have to check everyday. Once good news is out (before published to public) definitely will fly.

Steady moving up toward 0.50

Sell on news, typical KLSE behavior.