I saw a Loser tomolo----Bob the long Nose. If Bob just know how to sell Nasi Lemak, donT pretend to be
Top Kampong financial Analyst----everyday give advise to itek and Ayam ( animal just want Nasi only )

I think SAP Management should Hired Tony ( AAX ) as consultant for restructuring. Tony answer to Creditors
is really simple----You Get my underwear Or Nothing ( Hair-Cut 95% )

20 Sept must announce Qr result ( T.Sri 's standard On Time release even Massive Loss )
Maybe T.Sri getting "Beng Ong" or Cannot Explain Why Heavy Losses----see you Fri ( 6 Oct )

Let see tomolo 7 sens Next week 10 sens ( Good and Bad ) Bcos this forum will be attack 24 / 7 by loser Bob

Where Got Biz management "Pay Off All their Debt Just bcos they can Do it " In Biz owing suppliers is a
God Given "Rights"----It is standard since Human can Count -----Of Course Biz Must be a On-Going concern
for next 200 years or so.----If Not Bankers will sharpen their Parang just like SerB ( where Got chance to escape
and keeping talking like Cap-A, AAX and SAP )

Looks like BOb Cannot sleep last nite, start posting 8:00AM while most supporters still having Good Dream
last nite. Most Dreams are Bankers with their most Beautiful GRO receiving Bank Deposit from "Supporters "

this Qr results is more like a soft Cushion to break any Fall in price. Any upbeat push will reach 10sens with
$90 Oil price as "Lubricant"

BobAxelrod
Wise men speak because they have something to say; Fools speak because they have to say something - Bob
_______________________________________

Wise man shout bcos Nobody listen----Fools talk bcos they think alike

merge MBSB & MIDF has NO synergy....just like a Red Marble and a Blue Marble in a Bowl ( No matter how
you shake it, the Outcome will Not be a BasketBall -----Technically waste Time )

CIMB started RHP Cap & MBSB merger Talks is fuelling current rally ( not OSK earnings getting Better )
Question is-- will OLH sell RHB stakes to " New Co " if Deal is confirmed GO. After all many merger Talks
had Failed, OLH must be eager to unload RHB----Setting up Yellow Stone Foundation to take up RHB
stake is one way to circumvent 5% limitation of individual holding Banking Shares

Nikmon
@singor, u sound like the deal with creditors still far from reach!!!
_______________________________

Maybank started Talk of MHB-SAP Merger.....must has some kind of Vested Interest?????
Maybank portion of SAP 10Bil Loan must be around 5Bil.......MayBank syndicate with JP Morgan to Sell
50% of Sapura OMV should Net Billion........MayBank is going to earn hundreds of Million from Services.
PNB where got lose money ( lost one End, earn back another end )

Transition period is always very Chaotic bet. Oil and Green Tech......That is reason nobody wants commission
NEW Rigs

The most important Group is the Court Cluster Group ( SAP owe about 1.5Billion ) I think Management is
trying to nego.. for 50% payout and 50% in tranches after receiving Cash injection from White Knight ( these
group are more critical than Bankers----one time HongLeong Group MD told me uneducated Barbarians
speak very foul Language .

when Vape tax is just 10%, Local Vape price will wipe-out illegal Import ( overseas transportation for foreign
already Cost 10% of its selling price---How to compete with local Brand---Sorry BAT should be International
Brand ) As Vape replaces premium Cigs, BAT revenue will expand rapidly bcos BAT has over 1000 local Outlet

SuperMax USA import Ban is Lifted which means TopGlove USA Glove will face a serious competitor( Super)
eagerly to throw "prices" to Grab USA market Share lost to TG

This Qr should include "impairment Loss " Closed Down Factories doesnT incurred losses meh? Look at AirAsia
and Sapnrg Impairment Loss-----in Billions ( you think in Rupiah meh )

I already Told Ular Not to simply Dumped T.Sri's Nuts all over the place at Night.....Now you see T.Sri becoming
Short-Short already ( Every day ask Ular where is my Pants )

Why T.Sri cannot announce Qr Results on Time. Last Qr result was Bad---announce 20Sept, This Qr
announcement should be 1 Oct (sun ) Nia-Ma who knows what is going-on, On SunDay

aiyaa, people GOT share always hope next upgrade.....30---40---70sens....70sens is major upside for RM1.00
Same like TopGlove, At RM4.00 Bankers Up-Grade to RM130.00----you Blow meh

First i say Tp 3.0 ....now with EPF buying 3 mil shares every other Day and if accumulate Back to previous 16--17%
we have a strong chance of Hitting MBB's TP RM4.0

raising Tide Lift All Boats ( as they said ) Huge Elephant is just a Dot in open sea

with interlock Balance Sheet of CAP-A and AAX, it is hard for aax to get upliftment PN17 until AA gets
upliftment First.....Maybe if AA regularization plan is very Good ( not submited yet ) AAX might get release
First. Anyway still need many, many Cup of Coffee, still got alot time for me to raise Cash to Goreng

I am sure Tony had submitted R. Plan bcos He hired my Dog "shredder" to do the Plan. DonT blame Bursa
cannot make Head or tail in the Report. So Tony will request another 3 months to piece the Report back again.
Very sure Tony next report will be commission by my Cat " clawer "

next Qr TP by loser TA will be RM5 ( just trying to out do MayBank )

It is now almost impossible to own a EV if you live in a Condo....no charging station in place. Try book a
charging unit outside, you have drive 2 hours Or wait 2 Hours.....Gov need to invest about 50 billion to
upgrade Power Line and sub-Station ( excluding Charging station )....You think Electricity is Free

As usual when Foreign Fund enters, Local Funny Manager will sing "Rasa Sayang, Hei Rasa Sayang DonT move
so fast

as i believe, Velesto will peak in Nov.....Not By local Funny Manager But Foreign Funds which will enter in Oct
and Exit December 2023 Or one year Later ( depends on BNM and US Rate )

Insider is Nothing compare to EPF "doings".....If EPF stop selling & Buy back just a Little, you can see RM3 soon

Oil at 95 coming much faster than anticipated. Saudi still cutting output in 2024

5 sen Dividend instead of 7 sen----Ayiaaa what can i do---Give me RM3 tomolo

Depreciation is just a Account Number......Machine/Asset depends on Quality Made and Continue Upgrade
and Or Good Upkeeping. Bcos Bobby only own a Bicycle, He doesnT know 30years Old Proton Saga still
can run as Good as any Car with Good UpKeeping----Once Depreciate is Completed, every penny squeeze
out OLD machine is Pure profit.----I cannot explain this bcos Bobby cannot even operate a Nasi Lemak store

Last Qr SAP drilling revenue is RM130mil ( Old Rigs meh---One Year--- 520mil Revenue ) Given 2 New Rigs are
commission in 2024 ( need atleast 7--11 New Rigs every year ---severe shortage of Rigs), DayRate will continue
to Climb

Although these Rigs are getting Older But nobody wants to invest $1 billion ( 4.25 billion Ringgit ) in New Rig.
Day Rate should climb very rapidly in 2024---2026 as Oil is getting into Rare Commodity Category

Already know Bobby knows NOTHING about SAP's Rigs.....The OLD rigs are sold as scrap iron ( Rigs bought
by Shahril Father........Shahril bought SeaDrill for 8.6Billion in 2012 ( i think 8 or 10 Rigs )-----Heavy Impairment
Loss during Covid Era is mainly due to Cold Stack these Drill Rigs

China goes in great trouble and Military Built-up in Saipan Island just to capture Gas & Oil......But at the End
it invites USA Seven Fleet back to Philippine........A War Zone kills All initiative. Just imagine a Nuclear Death Zone
at China main exporting Ports.....Better spend some money and Buy up All O&G Co. for Sale

i think China Sinopec is interested. SinoPec imports more than 55% Petronas Gas Export

Coming Qr revenue is Between 900mil to 1.6B ( max)....If enough cost cutting, earnings should be better than
last Qr.....Again major contribution will be Jack-Up Rigs again and again until 2025

Advance Sale Ticket is a Real problem when Oil price reached $90........2 months back Oil was$80......Extra
fuel expenses can easily add Rm200mil to fuel expenses

paulthesotong
Higher jet fuel prices are just passed on to consumers n willing to pay.seats are full airports are packed everwhere u go. 4 future.
_______________________________

Oil price is unpredictable......75% of aax Tickets are "pre-booked" when price are Cheap. AAX Losses will
compound rapidly when Oil movement is erratic. 3Q losses is unpreventable But 4Q will recover due to
Christmas and Year Travelling

SAP is NOT AirAsia. Tony has NO plan, just say "good Biz" so be Cool
Both SAP and AA has about 10 Billion long Term Debt. The only difference is AA has Nothing to Sell ( all plane
under Lease ) Atleast SAP got 11 jack up Rigs worth about 5 Bil market rate

CDRC ---10 Mar 2024 ---Extension ( nobody can sue SAP ) Basically is More than enough Time

It won'T surprise me if PNB is pumping Velesto

Fuel vs Revenue is always around 40% Expenses ( true for last 10yrs ). DonT wait for next Qr results to Sell
Oil price is heading $90++. Assuming Ticket price remains the same, 245mil operating losses will compound
rapidly

someone has pointed out quite accurately in aax, 4-6weeks is more than enough for Bursa to decide on AAX
PN17 upliftment ( still pending ). With PN17 still attached, AAX cannot raise RI, depends on private placement
Or White Knight like SAP for Cash injection.
Anyway AA can has huge price surge if aax PN17 upliftment is approved------Keep cash ready
Next week also Down Trend for AA

profitgrow
if its drop until 0.60.. i will sell house, sell car, sell phone, sell computer to goes All in.
________________________
Are you T.Sri ----himself----Sell House and Wives????. I would BUY your House and Dogs than TG

Bai Ka Liao, shorties park to Kill again

12 Sep arrived RM3 and special dividend of 7sen.........see who breaks all Office Toilet bowels in frustration

shorties Hit TopGlove really hard on Wed.......Who is next???

when earnings can be accurately predicted by Peers Co.....shorties become very aggressive.... ......40sen
on the card in 20days

If you didnT run today, Too late....Net Loss 235mil....Many thanks to the Best CEO, Tony's Finger, you got 1.3bil
added out of Nowhere ( Anybody who follows AA long time, long time, knows this is Normal AA accounting )