Meanwhile, E&C’s wholly owned subsidiary Peritus International Ltd have also been awarded the
front-end engineering and design of a 200-kilometre trunkline as part of the Aramis project,
under a consortium led by Petrofac. The Aramis project, a collaboration between TotalEnergies,
Shell, Energie Beheer Nederland (“EBN”) and Gasunie, entails carbon capture and storage in the
North Sea.
_____________________________________
This is very interesting.
I really donT care about the rest of the Qr report----SAP's Boys are designing a 200KM pipe to store Co2 is
actually way ahead of Petronas in Carbon dioxide Capture. And job is actually given by Total and Shell---The
design can now be Sold (later) to Petronas---Big Biz

there are many desperate people, Dead by ah loong knives Or smuggled Cigs--if got caught, only 6--7years
between Bars ( but Debt free later )

https://oilprice.com/Latest-Energy-News/World-News/StanChart-Eyes-Strong-Q3-Fundamentals-for-Oil-Price-Rally.html

chairman appointed by shahril---better kick him out.....prolintas directors all umno man---no one signed Qr
released, Let me sign

Separately, BAT says it bought back 31,233 shares at average 2,468.96 pence on Friday last week. BAT has said it plans to buy back shares worth GBP700 million for 2024, and this will be followed by a GBP900 million buyback in 2025.2 days ag
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England Mother is buying back shares so will Malaya son follows???????

Bankers loan Gamuda billions ( must say Good things ) Results tell another thing ( QoQ profit grows is mere 12%)
Data Centre is overblown---Any property Co can build ( Just like a warehouse, nothing special Except the
Electronics Dram storage which is supply by American Co ---75% of total Cost of Data Center )
Only 2 Real beneficiary in 50years, TNB and Water supply Co ( water for cooling Hot control panels )

BRICS de-dollarisation will cause US dollars to weaken significantly in say 5 years time. If current trend continue
i.e more countries join BRICS to use local currencies for trade, many currency traders say Ringgit will hit 3Rm =$1
in 3 years----and worst thing could happen soon ( how USA to pay 1trillion I.O.U in 2025 if BRICS keep selling US treasury) Bankers US$ loan to SAP may actually De-valued. Bankers might ask SAP to pay in ringgit ( management can show "them" the middle finger )

Addiction is a Gene pass-on by anunnaki, the Homo sapien creator....Strictly not
our fault. They gave us the praying gene and addiction is a by-product----As USA Gov
not controlling nicotine, my guess is other Drugs are far, far more dangerous And
of course China has a grudge to settle---American supplied Opium to control China
100years ago and now China return American a favour by supplying hundreds tonne
of Mets to Americans

Madza CX30 has a very interesting Drive system. A combination of EV and rotary engin
( petrol ) that generate Electricity to charge EV Drive section---Rotary Drive in 70's
are used to Drive Madza Rally Car

I think SAP schedule of repaying / HairCut to Banks should be known when New PNB
CEO from CIMB takes over on July. Madam Lee might need 6months to repackaged
25% of SAP Loan bcos 75% Bankers already agreed to HairCut----MayBank plus
CIMB holds the largest of the 10billion Loan----PNB as largest shareholder of Both
Banks really gets hit real Hard

when operating profit is + RM1 instead of RM 34m Loss, I see turnaround----The
possibility is not going to happen bcos USA tariff only Cut-in at mid 2026---Are you
willing to wait 2 years??? I think Chinese Manufacturers will unload "Lock-stock and
Barrel " to America by setting up Warehousing inside America---This is China standard
strategy every time a tariff is imposed

Tony Bare Chest is worthy Collateral???

AirAsia is 8 months ahead of SAP in restructuring proposal---If so easy everybody can
do it

foreign fund sold making good profit

The improved earnings for the current quarter was mainly attributable to higher orders
from key customers, which in turn increased the overall utilisation rate of production
capacity, in addition to having a favourable product sales mix in MalaysiaThe improved earnings for the current quarter was mainly attributable to higher orders
from key customers, which in turn increased the overall utilisation rate of production
capacity, in addition to having a favourable product sales mix in Malaysia
_______________________________________________

Latest VS Industry Qr report ( profit double )--- KPS's CPI is quite similar to VS----
Total KPS Revenue of which 60% from Toyoplas & CPI for next Qr ( 2Q24) will surely
indicate Turn-around, same as what is mentioned by VS Industry and 2 others similar
Co. namely SKP-R

https://oilprice.com/Energy/Crude-Oil/80-More-Years-of-Oil-The-Big-Attraction-of-Carbon-Capture.html
___________________________________

Oil survive another 80years---DonT dump your Proton Saga yet

https://oilprice.com/Energy/Crude-Oil/80-More-Years-of-Oil-The-Big-Attraction-of-Carbon-Capture.html
_____________________________

80years more for oil usage ( DonT dump your Old proton saga yet ---save for your grand Children )

Madza used RON 97---no subsidy at all but sales never drop post Covid

Data Center are not anything special from normal Industrial Building---Data Center
real Cost are the Control Panel that store Data ( 75% of Total Investment ) Real beneficiary next 50years are TNB and Water supplier "Syabas" Selangor or Ranhill Johor. KPS is the sole beneficiary next 50years as water chemical supplier to Syabas ( mother
and Son )

Data Center is just normal building project---75% real Cost are Data Equipment which are not supply by Mah Sing---Real beneficiary for next 50years are TNB and Ranhill Johor or Syabas Selangor ( Both water suppliers are in private hand or going to be )
Next 50years only KPS got benefits bcos it is suppyling water cleaning chemical to
Syabas ( mother and Son )

Punters Bet on Data Center bcos it is Hot, not on Co returns. Data Center profit
margin is just Project Cost minus Land Cost and Building Cost---The Equipment cost
( 75% of total cost ) has nothing do with Malaysian Co----
Only 2 Long Term Beneficiary ( 50years or more )---TNB and Water Supplier Syabas
KPS should benefit Next 50 years as Water Chemical Supplier

Data Center has NO multiplying effects to other Industries after set Up---However it
consume Alot Electricity and Alot Water for Cooling down Data CircuitBoard---Main
beneficiary TNB and Selangor Syabas ( only Water Supplier )

Electronics Manufacturing service has turned around in 2nd Qr as reported by atleast
2 listed Co.----As for Data Center " no water " Data Center Shut Down ( no cooling )
Syabas the Sole supplier of Clean water in selangor ( KPS sole supplier of water cleaning Chemical to Syabas---mother and son deal )

BAT should follow UK parent doing Shares BuyBack. Any Buy back will lift price to RM30

Only PNB take loses from Both Side as Bank Owner and SAP majority shareholders.
Put SAP under Liquidation, PNB will lose around 5--7 bil or more
That is why PNB appointed the best of the best O&G directors to SAP Board ( beside kicking Out ALL
Shahril's MaCai )

anwar too busy with Diesel non-subsidy problems--cannot decide who gets niiss ( my legs are getting very weak )

you can package loan ( non-performing ) in such a way to pay back in 30years----Buyers are usually Insurance
company. But you need guarantor and a average rating----until further announcement

according to management, last year, Big rush to beat SST---inflated revenue & profit

11.75 sen Dividend this Qr

Manila and Bangkok traffic Jam remain the same even petrol price is much higher than KL---Maybe some knee
jerk effect but those that can afford Mazda are quite rich to start with---maybe Axia demand might drop

AI Data Center will Not benefit DNEX----DATA Center benefit TNB ( electricity And Clean Water Syabas Selangor,
RanHill Johor )---Google Data Center investment in Selangor is RM 9.4Bil --is Long term. Since Syabas is not a listed Co, next in line is KPS, supplier of water chemical to Mother Syabas

DNV has a solution to pump CO2 into storage so they got the Management Job---But the Hard part is how to
physically pump CO2 underground requires Platform, transportation, and strong pumps to push CO2 into
Ground storage----Only Velesto and SAP has this type of Equipment in Malaysia water

Heard in investment forum, Selangor Gov is planning a industrial park for Data Center----Data Centre main
requirement are Electricity And Clean Water ( no need prime Land and Selangor Gov has plenty Land )
KPS has failed to start a Green Energy Co last year will certainly asked by State Gov to jump start Data Center.
If it is True than KPS has to raise Capital to inflate its NOSH by giving large share Bonus than RI

https://oilprice.com/Energy/Energy-General/The-Asia-Pacific-Region-Is-Emerging-as-a-Carbon-Capture-and-Storage-Hub.html
_____________________________

This is Velesto Big Biz

have a little patience, many are burnt by theta ( that nasi lemak seller )

Chicken rice is cheaper than Roast Duck Rice and as for Roast Goose Rice, you can only get in HongKong

raymondroy
velesto : EPS 0.57 and share price 0.265; while bumi armada : EPS4.06 and share price 0.57...... annualised PER of 11.6x VS 3.5x ....... which is better ??? Wasco also same boat with bumi.... PER 3.6x
__________________________

Hello Dear, you are comparing---A Hen, A Duck and a Goose----All walk different style----Velesto ( Jack-Up }
Armada ( FPSO ) Wasco ( wrapping steel pipes )

Once TMSC perfected Wafer for 2nm Transistor, 28nm Transistor will be like yesterday Black/White TV vs 50inch
OLED TV today ( will happen in 3 years ) Why used 28nm, when 3--7nm is much Cheaper---Car Display Panel
almost "Function" like a LapTop

I think Qr results Out next week----let the numbers speak

Just play Contra like me----DonT dream

If Dnex secured NIISS, Management has to raise RM400mil minimum thru RI ( maybe 50sen ) About 800mil
shares added to current 3.4bil----DonT eat to many " hard boiled Egg "---Dnex technology is only 28nm,
current IC boom is 2nm and TMSC spend $800 Bil to develop 2nm ( about RM3.7 Trillion )

If price push up fast---must take profit-----One billion project over 3 years is RM300mil / year Or 75mil per Qr.
75mil / Qr will NOT improved DNex Net Profit by alot!!!!!!!!!

You hold NO share, has "No say"---Selangor Gov hold 63% ( king of king )

Gov is certainly looking a Grouping Set-Up like PH---Dnex is more software ( Hardware--Zero? ) So Iris is a
Better choice ( Theta is such "small Co"---selling nasi lemak Okay )

remember HeiTech padu, many has lost their shirts there----wait for results ---Play contra first

51mil Cash if used to buy back shares in open market today is 8% of total nosh( 537m or 66m shares )
Employee holding 8% Co shares is Not extraordinary---Most listed Co owners holds about 10--30%
Buying back 66m shares now ( being illiquid ) will force Market price to jump

We will know what Management will do with RM 51mil ( long term plan for Top Executive ) when EGM is
called for Plaza KPS Sales------For your reference, Toyoplas & Century Bond Top Executives are offer Prefer
Shares in 2021/2 ( They are KPS subsidary Co ) So For main office Boys, I think Bonus ----Free Treasury shares

Nowaday Gov projects no longer command lucrative profit of yester year Bcos of MACC------
Returns are always Sub-Par due to Delay and political interference----Look at Silterral recent return!!!
Make quick In-Out is best policy

The only Biz Velesto can venture into without spending money on Expensive Rigs is Carbon Dumping back
into "Old Drilled Oil pipe line "----Liquid Carbon Dioxide Captured from Atmosphere are pumped back into
and "stored underGround "-----It will be good Biz in 5--7 years Time---Malaysia allows CO2 dumping into Old
pipes underGround-----Carbon Trading has Not take off but sooner or later---Velesto can Sell Dumped CO2
to EU and USA ( signed pack ) So far India and China has not signed the International Agreement but it will
cost these Countries alot money if Worldwide inposed sanction on them

On Friday, 31May,---Last minutes 4:30PM, "A" seller and Buyer agreed to buy/sell 12mil shares @ 1.57
Making a massive plunge after Market closed ---Total Vol @ 1.57 is 12,671,300 shares-----
It could be OLH selling to EPF