supporting Cigs industry just reported increase profit due to strong demand for Legal Cigs

EPF didnT load yet.....10years ago Velesto at RM4, EPF still Goreng Kuat-Kuat everyday...
Although # shares outstanding has increased But major holders didnT let Go (or cannot let Go bcos losing
underwear also cannot cover back )

back to previous TP 30cents

Management has set May as date for Creditors/Bankers to accept proposal---If 75% accepted proposal,
management can request Court to force remaining 25% to accept Or goes to Appeal Court for opinion---
During Mahathir times usually foreign Banks will agree bcos Bank License is review every year

Year of the Snake( Donald Trump bloody Cobra)---He Hiss at your face, you taught He bites your Nose But
actually he pluck your Nuts

JLow covers donation from Arabs Sultan Or family member ( money actually from 1MDBE---from EPF mostly )

"White Knight" could be Anwar Or Jlow

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3515558
____________________________
2nd AIP has no Date??? Bottom line are refinement to existence proposal to 75% US$ Creditor And "White
Knight" Entrance!!!!!!!!!!!!

Gamuda could lose RM1.0 bcos senile Biden wants to retired with a Bang

I just donT understand why PNB kick out Anuar Taib if its credential is impeccable for SAP ( now hired by
Sunway, a property developer, as independent Director, just makan gaji )---Maybe he is NOT suitable for
current restructuring bcos he is NOT a Banker-----Question is why take so long to Kick Him Out

Singapore illegal Cigs is just 5-6%---Malaysia has a whopping 55% illegal Cigs ---Given Malaysia Custom and
Police are the most Efficient in the World---Trust me No cockroaches can Land on Malaysia coastline without
Custom NOT knowing

what custom and police "able " to catch illegal Cigs is a Laughing Matter---440,000 Batang? Where is the other
2 billion Gone??----Just Catch 10% illegal Cigs---BAT revenue will jumps by RM200mil----Based on Dividend
payout of 90%----Dividend increase by 90cents per Qr

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3513873
_________________________________

PNB moved SAP to Menara PNB ----my goodness, Sap Ceo going to Toilet also will be monitored---SomeMore
Level 4----Die also Cannot

RHB is expected to arrive RM7.50 in 2025---Osk 10.2% RHB holdings is worth 3 bil ++ which is same as
current Price 1.74----so tutup mata calculation also worth RM3.50

price drops just reflect 10cents dividend ( 7sp + 3 regular ) And also general market weakness---But EPF
and management still buying ( slowly price will return to 2.0 )---I think Trump will CUT interest rate But
2027 Trump will be All in to Raise interest Rate---Tariff on China, Canada and Mexico spell Big Trouble bcos
USA donT Even have industries to make "Pencil "----I see USA Inflation goes to 30% or More ( now already 12%
Unofficial )

bauto management brings in Top end of Madza Brand Or Chinese EV ( maximise profit ) When petrol no longer
Sell, there is always EV Brand---Most important Economy must keep growing

donT confused Mazda and Proton Saga.....Mazda, Mercedes, Lexus are for Rich people ( only design matter
money no problem ) People become rich when economy Climbs.....In Malaysia CEO dont drive Axia to work

mentioned previously, this underscores the critical importance of restructuring our
debt portfolio to mitigate these risks. We are actively working with lenders and
creditors to "" accelerate this exercise and enhance the Group's financial stability""" and
resilience for the future”, said Interim Chairman Shahin Farouque bin Jammal
Ahmad.
______________________________________

Well, What Chairman says --- 245million Bank Interest is Killing SAP ( so he says must accelerate Bank Haircut
----hahaha ) 2023 Forex Gain was 270m but this Qr forex loss is 213m But when you are working with
percentage, it looks horrible 5000% Loss ( how can it looks so Bad ))

wah!!! Rocky Mass sounds like MayBank appointed Analyst---Regularisation Plan will be submitted
in 1Q25 given so many leaked news

I think Chairman will use "Shock & Awe" Qr results to pump price......To mask Forex Loss, Chairman
will Reverse Impairment Loss by One billion Ringgit just like AirAsia results ( forex Gain ) ------2.2Billion Profit

So how Farouque!! What is Plan?? HairCut Or "Private Placement" to Saudi family

Shahin Farouque Bin Jammal Ahmad is currently the Group Head, Strategic Investments of PNB. He has over 20 years of investment banking experience. Previously, .....
Mr. Shahin Farouque bin Jammal Ahmad is on the Board of Directors at Sapura Energy Bhd., Axiata Group Bhd., Malaysia Airlines Bhd., Themed Attractions .....
__________________________

New PNB appoint Chairman has impressive Title

A Good run for Dnex on a very Dull Wednesday.......RM18mil or 20% of Google Cloud for Gamuda and Dnex has No shares just partners---As Gamuda just good at infrastructure it has no idea what is Google Cloud so it need
some Oilman from Dnex to Guide him around

can management "reverse impairment loss" due to sapOmv for Qr results ( sapOmv sales completed today )
Easily One billion in Question

e-invoicing will Not help much bcos for the last 200years, most small traders request no invoice or partial or
cash deal----Instead 2 set of books Now 3 sets ( really not a problem ) You Tax trader, they rebel

Pharmaniaga exit PN17 plan includes " one Private placement ". Sounds like SAP's white knight who maybe
trapped inside Gaza

from latest analyst prediction UMNO ( Hamidi ) will Win GE16---Bersatu and PKR will be wipe-out by
UMNO---PKR is a liability to DAP bcos it will drag it Down by 20%

epal22
This is the first time ever company keluar announcement kata sendiri not as good as surat khabar said. Very
______________________________________

Not Truth, for the last 20years, when Owner said "Nothing is Going On " usually it is Boiling point

All printed newspapers are making speculation

completion of selling SapOmv is No longer a request valid for further extension---There must be another
solid agenda that Bursa can allow further extension---so what is the next plan that management can submit
to Bursa for further extension

Petronas Hess dumped Velesto bid of 150K DayRate and Guess what Petronas hire a Singapore Jack-up
rig a few Days after dumping Velesto for Sarawak job in 2025 ---I think Petronas is paying $150K dayrate
for Singapore Rig ( current market price )---Velesto has to mine contract outside Petronas Control

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3506649
____________________________

Actually i heard the "time-line" maybe 3 weeks ago thru a Banker---what Management "explain" it will
happen ( complete in 2026----including shares shrinkage and RI, normally takes 9 months )----So 2025 is
the Real Goreng time bcos looks at PNB holding ( 30sens )---How to shrink and RI when PNB shares holding
is just 15% original Holding---How much money can SAP raise?
Actually StarNews author meant "good times" means sharks gain

BAUTO bought 33mil EP Manufacturing at 0.60----what Bauto intention? To manufacture EV after acquired
some "night classes " from EP

Made "Heat-not-Burn" equipment Tax free to encourage smoker ( tobacco ) to switch to less toxic smoking
like what happen in Japan ( almost 50% japanese has switched to HnB to enjoy traditional Cig smoking )

https://theedgemalaysia.com/node/736152
______________________________________

This reporter should Report and Not give comment!!!!!!! His analytical skills Cannot be better than Form 5
Level......First you must understand who is the owner of Banks ( Loan giver ) PNB will Not tolerate Any of
invested Co esp. Bank to involve in Any corrupt practise ---Therefore CEO has to Go. Period. Why Chairman
has to go to? ( aligned with Umno---Not Corporate player but just a experienced Oil Man ) PNB actually
control All SAP cash ( Purchase Director , Contract Nego Director All appoint by PNB )

2 weeks ago I ask for special Dividend---Dream comes truth ---7sen

should declare special Dividend before 31Dec ( just reduce 4Q dividend )

https://oilprice.com/Latest-Energy-News/World-News/Brazil-Opens-Doors-to-New-Oil-Exploration-with-91-Blocks-on-Offer.html-------------
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3445616--------
________________________

with 91 blocks open in Brazil for Exploration, SAP which got foothold in Brazil ( contract win ) has huge
opportunity for more contracts Win----To say SAP has no hope is a understatement at Best

CEO is on leave since July, MACC belanja Kopi-O ( Prolintas's contract ) So who is running SAP?? If NOT PNB
who else

If Big Volume for 3 days next week, I think "they" will push slowly bcos # of shares outstanding are big
without ikan bilis ( sap still pn17---cannot use Margin account, only cash trade)

https://oilprice.com/Energy/Crude-Oil/Exxon-Pours-Cold-Water-On-Trumps-Drill-Baby-Drill-Plans.htmlhttps://oilprice.com/Energy/Crude-Oil/Exxon-Pours-Cold-Water-On-Trumps-Drill-Baby-Drill-Plans.html

First you negotiate DayRate before you move Rig to another position---Velesto wants Higher Rate bcos
Indonesia is asking for bidding on new Drillings ( even India and Bangla are asking for Drilling Bid )

One word from parting MD, Datuk Anuar, worth 51m@ 0.04 ---BUY volume today ( strong post restructuring)
I donT think ikan Bilis Bought----mostly Institution Buyers bcos they are Good at reading between Lip

Most of Texas Oil are "sweet oil " Good for China Industries where pollution regulation are very Tight-----
Guess what China is going to impose 60% + 10% import Traffic on Texas Oil in 2025

Let see what Bankers said on Monday ( manipulators cousin )---When price movement becoming stale, they
will shake all the monkeys off the Tree

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3504757
________________________________

For the First Time Velesto TOLD Petronas we are Not interested in your Contract if you keep paying Peanut.
Management should told Petronas one year Ago and spare me the agony of screaming Poor Management
( boot Licker )

with Sapura Energy has been both demanding and rewarding,” he said. “We have
come a long way since 2021, and I am confident that post-restructuring, Sapura
Energy will emerge stronger and well-positioned to expand its footprint,
________________________________________________

Parting words from Datuk Anuar-----He only mention "Post Restructuring" and Not a long road ahead to go.
So Exit PN17 is a Done deal in 2025

yesterday i saw well over 100m Sell@0.04---Today 20m done and 20m park to sell at 0.04----where is 60m gone
from yesterday "want to sell @ 0.04 "---obviously some Big Manipulators are depressing price from going up.
Once some News are released, they immediate remove Sell Order

Disappointed results----Bcos Management has "Dumped" All the Asset Sale Cash into Long term Liabilities--
2Q Long Term Loan--357.7mil------This Qr Long Term Loan reduced to ---77.9mil !!!!!!!!Stronger BalanceSheet

Osk Cannot release results until RHB release First----40% Cash earnings come from RHB dividend