which INFO management want to release First----Bursa Reply Or Qr results.

Normally EPF holds about 7% for non-GLC shares. Previous EPF holding was 17% for Bauto. When Prudential
keeps selling, EPF thought they can get a Bargain Deal by pushing price down even Bauto keeps recording
Good profit every Qr after Covid

Ular as usual "Talks" about his Nasi Lemak Biz----what he knows about Jumbo Jet? After Covid, very few Co.
sell equipment spare parts unless you "Pay First" and wait for 6 months ( if not running model )---Collecting
Up-Front money for Ticket seem to be Ular win-all formula But what he didnT Tell you it comes with a Discount.
AA collected advance said 4.0Billion But reported a "Loss" last Qr ( say all )

If you are in Biz, you know---It takes money to Generate More Money----No "untang" means Revenue
guarantee plunged---No short term loan means Biz is always in 1st Gear

Last Qr Revenue RM1.123 Billion. With No short term Loan, still can generate One Billion----The same
can said about AA ( also No Bankers short term Loan ----RM4 Billion Revenue, i am speechless

Trust me EPF wants Bauto above RM3 bcos the # shares EPF is Holding making Capital Gain very substantial.
This trouble maker Prudential, if Sell Do it----donT mess around----It makes EPF very irritable

90% of Bursa Stock are worst than PN17 stock---Makes Profit also Falls next Day, lose money Die-Standing.
AA still standing without "Shirt" but still Got people Buys----DonT know what to SAY

i really gave-up. Let see today results. Two giants fighting, no meaningful direction

Ass-lah, Prudential Buys back. Now donT know what EPF will Do

EPF is in "Control Sell" I think around RM100----Once EPF unloads All its shares, Nestle will plunged to RM20--25
if Revenue collapse 40% ( how to give dividend with plunging profit )

Apa you mahu? Dividend ka?----at 70cents dividend per Qr, Nestle dividend yield is just 2.8%----Any "kaki 5"
in Bursa corners you can find 3% dividend Stock_______EPF bought Nestle at RM5.20 in 1989. Now you
know why EPF sell to you at RM50, He is still laughing uncontrollable

Peter has used-up All his money to Buy RI ( he cannot support price ) But he Hope very, very much "Soh Jai"
Teh Diven would pawn all his mother in Law Jewelries to Buy and Buy----so far Soh Jai is smarter now

donT Buy, EPF has 21.9mil ----If keep disposing, long way Down. Bcos this a illiquid Stock ( cannot find Buyers)
EPF has to dispose ALL if management support Palestine

last minute ask for Further extension----shirt still in Dry Cleaning

datuk Ling( operation drilling Director ) buys....he knows operation Revenue will exceed Cost.....as simple as it.
As i said, 4Q revenue will be 70mil+++ and Datuk Ling agreed

Extension is surely approved----Reason given is Indonesia Bid for SapuraOMV is Delay. Better offer price means
Suppliers ( court cluster group ) get a higher paid back amount in short time

Come Friday, QR has come out----What to Expect?
Assume Revenue Hit 1.50 Bil if Jack-Up Rigs running at 85% & SapuraOmv contribute 150mil++
Might see Profit 150--200mil ( assuming no forex loss )----I am still wondering why SAP-omv contribution
is always around 115mil

Next Qr results will be massive up-tick----As i said before, Management is extreme Caution to announce
Good Profit, It is like Pouring Petrol to a "Large Flame" (GeG ) The current Ban on underage smoking is
the same restriction as Previous Ban with Vaping throw-in----However most Mid-Class smokers are rapidly
switching to Heat Not Burn which is NOT affected by Latest Restriction

after crashing Tony's Parties many Times, i felt sorry for Him---4bil revenue is no shit amount ( yet lose money)

Cannot believe my Eyes---4 bil Revenue JUST Vanished

If Results come out after 7PM----it means fresh EGG Ram Steel Bar ( sure blood all over the Floor )

next week 8Dec (Fri), SAP should release Qr results. I think opposing parties should save some energy for
"Great Speech" in 8 days times

If Velesto generates 150(2Qr)---210M (2Qr)next year, Management can Wipe-Out Total accumulated Loss
RM585M in Dec 2024-------Dividend in 2025 ( This is what PNB wants---Cut Debt and Give Dividend )
Once dividend is Confirmed, Velesto price is far, far easier to compute----I think PNB will push price above RM1
( as a matter of fact PNB is supporting price just recently )

Management has made it very clear where they used revenue ( atleast what i can see ) Operating cost
include Short term borrowing for Salary Management, buying Raw Materials and others Daily needs---
Due to missed alignment of when Revenue is received, Short term loan is necessary as a "lubricant"---if
NO salary paid on Time ( mogok )----When management paid Back short term Loan is listed underOperational
Cost -----So it is clear Velesto makes 74mil profit from drilling this Qr but paid off Short term loan( 70M)

Total drilling profit is RM74.8mil ( If declared as net profit, management has to pay 32% taxes so better
paid off short term Loan ) 3Q23 Date-Rate is $92 / day----HESS offer is $135 / Day in 2024 ( maybe starting
Oct 2023 )----So I expect Velesto profit to be about RM150--210mil per Quarter in 2024 ( have to include
Revenue from 2 hydraulic Units which will be operating Full Time in 2024 )

Money just donT disappeared from Revenue. Velesto Management paid back RM70mil Short Borrowing.
2Q short term Loan was 219mil and 3Qr short term Loan is RM149mil ( 31/12/22 Short term Loan RM254mil)
Good or Bad Qr ----you say!!!
I think Management will made RM70mil profit +++ 4Q23

Next major usage is HNB ( heat not burned ). Equipment is about RM400 But many, many Chinese Shop
owners i know had switched----They said for Health reason, but real reason is just donT want to give up
smoking----How can you bullshit in Kopitiam like a Taiko Without a Cig hanging from you Mouth

nervous is the word

sometimes people are born to Loss Money, Jaks is born to "Waste Money "

Earned so "Little" also give Dividend ( 1 cent )??? For sure 4Q results is strong. Dividend is surely from Highway Cash Sale proceed which i complaint ---give so Little at that time. Anyway State Gov Co. has no Vested
interest ( Got extra money just give it away )

“Every US$10,000 (RM42,500) per day increase in our new-contract DCR assumptions will increase Velesto’s FY23 forecast core net profit by 17%

very explosive Earnings in 2024!!!!!!!!----3Q results Must be out before 31 Nov ( 1 Dec )

Big Fat, Shorty ( Public Bank --0.630)-----Trying to out do my 0.40 Tp

Hess offer the highest Day-Rate in 2023.....but still US$20,000 Less than what SAP is getting outside Malaysia
Water.......If ALL Velesto Rigs gets US$105,000---I am very sure Velesto net profit will breach RM70.0mil / Qr.
Serious consideration---changed Job Bidding Director ( makan Gaji only )

I am optimistic this Qr should be better than last Qr.....Cement Bags usage is Up....Water Chemical demand
is Good ( Taliworks Qr remains Good )----More and more Electronics Giants are leaving China and enter
Vietnam---ToyoPlas (Vietnam) should pose Good results---Most likely negate Penang slow-down

donT care up-down-gostan or Not......Already Sold and made 32% profit---Thank You TanSri for Proton S90

SAP may surprise with a strong up-tick in Profit in coming Qr bcos profit will Not pull-down by Forex loss..Palm-oil
Exporting Co like IOI didnT report forex loss....Earnings not capture last Qr will be reported this Qr and across
the Board Bursa Report until Friday indicate Raw Material Inflation is sliding Downwards

War of Giants. EPF donT want to pay more for Prudential shares. Keep pushing down to force Prudential to
unload. Remaining Bauto (5% or less) in Prudential should be unloaded next week. With EPF being King
of the Hill, you should expect price to Breach RM3 by year end

MBM Resources Quarter Result
Quarter Result on 30-Sep-2023[#3] QoQ - 101.74% YoY - 72.29%.
________________________
100% jump in QoQ profit ( 13 sens Dividend )-----Expect BAUTO to do very Good too

The item that will pull down Velesto earnings badly beside operation is Forex loss. So far only AAX posed
substantial forex loss, even blue, blue Co like IOI did'T record forex loss

looks like PNB buying at 0.230 again----Every Buy is One million shares. Think results OUT today

Petronas is squeezing Velesto Boss. Need to move outside Malaysia water......it is expensive to move Rigs
that is why Petronas is winning ( lost working days and moving Cost ). But it will Ends soon, very soon.
I heard Petronas is offering New Rate for 2024 but Velesto (PNB) wants International Rate. If Velesto rejects
new rate, Petronas has NO rigs available in ASEAN region which means No drilling in 2024 + 2025

Peugeot is Not a Volume contributor to Bauto revenue. Just the Opposite it requires Promotion and Spare parts
maintenance, taking away Cash which should be Dividend to Shareholders. Bauto as a Dealer to Peugeot is
much better deal

nsas is a salted Fish....Last year Osk & Insas are about same price 80cents. Now Osk is 1.24 and Insas is
0.895----Both Co, has Cash holding about 1.0Bil with Insas slightly more----Insas holding so much Cash
but donT have a PLAN to maximise return------Delisting better, owner keep ALL Cash

Why Aax was let Go?? After proper request???? No-- i ask around, many say there is a " invisible Hand working "
SAP will be next then CapA ----All let Go (PN17 lock-Up) during 2024----CapA is more difficult than SAP bcos
it didnT produce " White Knight" and property Sale as SAP ( SapuraOmv)

My Cameron Highland Farmer Friend said IF you eat 1 KG vegetable Daily from Cameron for 20years ---you will
guarantee develop Stomach and intestine Cancer. However most of us eat only 15% of One KG vegetable so
most of us will Live till 70years Old and not dying from Cancer-----
How he knows??? Bcos 60% Cameron Highland Farmers died from Lung and Nostril Cancer by 50years Old.
So now Farmers in General sub-contract pesticide Spraying to Bangla

Malaysia Attorney General said GeG violated Article 8 of Federal Constitution. GeG cannot Passed into Law--
if needed can be forced into Law but Any Lawyer can challenge it and Anwar has to get a New Attorney
General with Agong permission ( too complicated and GeG has no plan B ) KJ can blame ministers but KJ
donT know the Law and Constitution

kps later sell land at market value to me. I will be filthy rich

MPI Qr results seem to Fall off a Cliff

Khairy wrote on his Instagram timeline that the two ministers are Minister in the Prime Minister’s Department (Law and Institutional Reform) Azalina Othman Said and Tourism, Arts and Culture Minister Tiong King Sing.

As for "the gaffer", it was...

" Tiong King Sing " Blocking GeG??? The politician that "Forced his way into immigration" to save Chinese
Tourist being Conned