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Great closing 4 the week/month..2nd str8 green week

Nxt week alrdy explosive QR month..hopefully can limit up by mid-Aug (2weeks)

Aiyaa BobAxelRod tut tut man known always BS..not just this ctr

Thats why i say just ignore him..useless snakeoil seller - will BS anything 4 his benefit

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US ‘futures’ nicely green..oil price very strong @ Brent usd107

This will be 2nd str8 green week for Hib (trend reversal)

Now just waiting explosive QR - limit up in 2weeks (mid-Aug)

“July 22 - Russia will not supply oil to countries that decide to impose a price cap on its oil, said Russian Central Bank Governor Nabiullina.”

Price caps will push oil prices higher - more undersupply

Now global/US market more stable..Hib also seems alrdy bottom

Nxt green wave driver will be Hib explosive QR

Ready limit up in 2weeks (mid-Aug)

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Aiyoo nonsense compare daily price movement

Fundamental-wise, crack spread (Petron) alrdy drop to usd11 (Oct2021 level)..while Brent still high usd108

Hib (oil producer) clear winner

P/s: Petron low volume alrdy know trap..those stuck high now average down waiting to dump b4 share collapse b’coz bad QR (crack spread collapse)

Walao u think cannot get at least 800Mil revenue (past 3 QR combined)

Easily higher..adjust higher oil price/USD revenue much2 higher

Aiyoo QR alrdy specify Apr-June (3month) estimated oil/gas production will be almost as high as past 9month combined (b’coz of Repsol)

So coming QR revenue sure higher than past 9month combined lo (adjust 4 higher oil price/USD)

Coming QR will be 1st time include Repsol oil/gas production..mgmt alrdy indicate in latest QR:

“Had the FIPC Group been acquired on 1 July 2021, the Group’s revenue and PAT for the Current Period would have been RM1,321.1 million and RM541.4 million respectively.”

Now no need look so far into future..focus incoming explosive QR

Just waiting mid-Aug (2weeks+ left) hopefully can limit up

SPR release ends in Oct (more undersupply)..then gov need replenish oil reserve (more demand)

EU oil embargo formally start early Dec..now like ‘grace period’ 4 EU (stock up/find other supply etc)

Xtremely bullish 4 oil price year-end/winter

More likely follow topglov2020

Explosive QR + high ASP/oil price = limit up haha

Want see rm1.2 again - wait either (1) QR profit 250Mil or (2) Brent usd120 again

Both scenario possible

Nice little rally

Small steps forward while waiting giant leap mid-Aug near QR

“Tuesday: Russia tightened its gas squeeze on Europe as Gazprom said supplies through the Nord Stream 1 pipeline to Germany would drop to just 20% of capacity”

Oil/gas about to get very2 expensive heading into winter

Aiyoo JohnZhang what nonsense u talking about bad QR

Coming QR will be 1st time include Repsol oil/gas production..mgmt alrdy indicate in latest QR:

“Had the FIPC Group been acquired on 1 July 2021, the Group’s revenue and PAT for the Current Period would have been RM1,321.1 million and RM541.4 million respectively.”

Relax Ular no quarrel between me/StingRay..friendly banter only

Walao StingRay where got i give any valuation based on Tapis blablabla

I never show any calculation here whatsoever

U alrdy lost debate round 1 in hengyuan..want go another round issit kikiki

Yalor nice sparring with JohnZhang today..answer some of his BS

See tonite what other BS he come up with

BobAxel According to data, EU import of Rus oil now record high..all stock-up b4 Dec panic oil embargo full force

Basically Rus sanction havent even full force yet

Oil/gas will get much more expensive heading into winter

“On June 3, the EU adopted a partial embargo on Russian oil which will ban seaborne imports of Russian crude oil as of December 5, 2022”

BobAxel Rus oil embargo starts Dec 5..now like ‘grace period’ 4 EU states to make necessary preparation (stock up now/find other supply etc)

Fyi Rus sanction havent even come into force yet..only start in Dec if not mistaken

Oil/gas will get much more expensive heading into winter

“Wednesday: Rus Foreign Minister Sergei Lavrov says Russia's objectives in Ukraine now extend beyond eastern Donbas region” (CNN)

Aiyoo JohnZhang if market forward looking to global recession, then all will collapse lo

No need write soo long check oil what price blablabla during recession kikiki

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Walao JohnZhang these numbers in QR..got auditor leh

U think can just bluff meh aiyoyo..really useless troll

Ular Revenue u can use mgmt projection number @ 1.3Bil (minimum)

But profit cannot follow mgmt projection @ 541Mil..need to exclude ‘negative goodwill’ 300Mil++ (no more nxt QR)..but also need adjust higher profit b’coz higher oil price + stronger USD

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Aiyoo Ular u forgot wear glasses after lunch issit..where got i give revenue projection

I only quote mgmt give this projection in QR - “Had the FIPC Group been acquired on 1 July 2021, the Group’s revenue and PAT for the Current Period would have been RM1,321.1 million and RM541.4 million respectively.”

This sleeping giant just waiting explosive QR nxt month..then can limit up/re-rating

Now just need patience..let it play at this range 4 now

Aiyaa oil/gas interchangeable..just online forum chitchat, not AGM no need soo specific

Aiyoo JohnZhang mgmt basically use Repsol production capacity (known info) & Q1 oil price to estimate Q1 profit (if Repsol acquisition was finalised earlier)

If mgmt calculation also dont believe then hard lo aiyoyo

Aiyoo JohnZhang u never read QR properly meh

Q1 didnt capture Repsol production yet..somemore less oil order/delivery pending Repsol deal completion

See QR pg13 alrdy clarify:

“Had the FIPC Group been acquired on 1 July 2021, the Group’s revenue and PAT for the Current Period would have been RM1,321.1 million and RM541.4 million respectively.”

Aiyaa JohnZhang if didnt lose much in hengyuan then why soo angry at me?? Nonstop spamming here somemore

Ur actions speak louder than words

HY collapse b’coz bad fundamentals (crack spread normalise) but apparently these spammers blame me

What 2 do..public forum just have to tolerate their spam lo

Aiyaa these hengyuan spammers twisting my words

I always said hengyuan inevitable collapse either (1) crack spread normalise @ wide spread fundamentally unsustainable or (2) oil price drop

Sure enough crack spread now normalise to usd10 even tho oil price still high

Walao whole page just full JohnZhang BS kikiki

“Thursday: Petronas sold a cargo of Labuan crude at a record premium of more than $20 a barrel to dated Brent amid tight supplies for sweet crude in the region.”

Hib valuation very simple

Hib was rm1 in Dec 2019 (prepandemic price)

In fact, Hib lowest share price throughout 2019 was 86sen (now super undervalue)

Now biz (oil price/production capacity) much2 better vs 2019 - mid/longterm price going much2 higher

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Brent ‘spot price’ usd104 - WTI ‘spot price’ usd97

Brent ‘futures‘ usd103 - WTI ‘futures’ usd95

Brent ‘spot price’ green week-over-week (from usd102 up to usd104)

WTI ‘spot price’ flat week-over-week @ usd97

Brent ‘futures’ green week-over-week (from usd100 up to usd103)

WTI ‘futures’ red week-over-week (from usd97 down to usd95)

Our MY Tapis oil strong @ usd125 (yearly peak usd133)

How will Hib perform Monday/nxt week based on above data - no idea kikiki..just wait&see

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