200+M were traded off market today at 60 sen. who sold and who bought.

FGV going private?

say buy 27% but don't say price... something fishy. Bursa and SC must query them..if NO query... next election we should know what to do.. 2 X 5... both Govt is the same either PH or PN.

I think the accounts will be zero sum game.. but profits in RM will be lower... can anyone explain.

if GB invested USD5B in RWLA and put 30% equity (USD1.5B) and 70% debt (USD3.5B) so asset is USD5B as announced in last Q

now say RM to USD is 4 to 1... Asset is down to RM20B and debt is now RM14B and Equity is 6B... so save money in debt by RM3.5B... Equity lost RM1.5B but asset also lost RM5B...so what's the net effect ...loss or gain?

Cap A via AAX to take over MAS?... and Kazanah to take up AAX placement and buy up all AAX shares from Tune..

MavCom approval by end of Q3 or 30 Sept? and GO becomes unconditional?

AAX called for EGM on 16 Oct and their circular will be out today. More info on the restructuring will be there. Don't miss the flight..

Push down before announcing GO... hahaha... buy don't miss the boat.

what if there is NO approval?

Astro too took a dive today.. but not Maxis.

#niki, since this morning a few friends have been sharing this "rumour". anyway, hope UT has a hold on it and manages BA well. I have no interest in BA, but will keep monitoring if opportunities arise in any AK Group of Companies.. Hope UT sells BA earlier.

Rumours circulating that AKs health is not good. Not sure if true, but I thought it's good if guys took note of this. it can go either way.

don't tarish urself.

As a season investor, U should know GP is not relevant to GB. I did have high regards for U...I hope it's just not "Air" u talking abt.

#ATK.. GP is a dart in this forum.. its just a small boy. Pls post in GP forum.. its a shame u post here.

just bought yesterday... now so much of negativity by #Calvin... I see the results as very positive. even after booking a 15M accelerated depreciation, its EPS is 30 sen or else could have been 50+ sen. Did I read it wrongly? Next year no more accelerated depreciation as new factory is ready.

#Up_down... note 12 paints a positive picture. Am I missing anything?

bought some today...finally.

Hope it's privatised sooner with no approval from MOF to do the bonus issue

#CharlieM Tq

to issue circular for Bonus issue.

Does anyone know when the Q2 results out..

anyone can share abt tax rate they will pay as they will a huge capital allowance and pay zero tax?

will Q2 results be bad as they have been writing down all their plant as they have moved to new plant... or will the Festival Sales is high to push sales and profit up?

Is CIMB biggest Bond Holder in Msia? the Bond Market has rallied last few weeks, so CIMBs Q3 results will be super great...anyone disagree?

can buy at 9.90?

13 August Dateline near by... time to accumulate?

can buy Dutch Lady? it's below 29?

some new deal brewing?

Global milk price on uptrend. FF buys 80% of their milk based on global price. it's close to the Q4 2022 prices now and that's when FF made losses. will Q3 and Q4 2024 be a speed break for FF?

best low hanging fruit in the market. Big cap with good volume. don't miss the chance. enjoy the ride all the way...once break 5.50 it will run FAR.

just buy and hold ... 8.00 is coming in 24 mths once US rates down, and O&G business propels the group higher. remember, SG business is super solid, just a bump now...soon, Gent SG will perform better once the overhang of new investment is over.

RM strong = weaker operating profit.
RM strong = more FX gain.
weigh the difference.

well done to all BA investors. I have to eat humble pie as I left the party early early at 56 sen. Well done guys and hope the deal materialises.

CPO down and FGV showing signs of revival...

no point looking at individual FPSO value as we buy BA ie sum of parts.

#niki.. i agree with U on the NPV of each FPSO goes down as it means the value has translated to cash or lower debt and increasing net BA values. but in this case BA value remain the same and in some instances lower (only possible if BA pays DV or cash losses somewhere else). I am not looking at FPSO NPV but the sum of parts... net of debt... and there is no terminal value for BA as its charters all has an expiry date after extension.

I have left BA. sold all my holdings as I heard some top shareholders collectively holding more than 50M shares have exited and are still selling. They have lost hope in BA.

I also checked with some Finance Experts and they also confirmed that the analyst valuation on DCF is wrong and its more like a Future Cash Value of BA and not NPV of BA.

those holding on pls do ur own homework on the valuation which the analyst have presented... if its NPV based on DCF the value MUST go up every Q or else new problems have croped up every Q and have kept the value down.

Good luck to all and make your profits whilst can.

I am feeling very jittery on BA. Just worried if the so called expert analyst knows whats they are doing. the numbers doesnt add up.

there is no terminal rate for BA as all its contracts expire on a certain date.
also if discounted cashflow the value should only increase over time.

GentSG is draging GB down.

the firm order book is 10B so say opex 40% its 6B cash flow.
extension is also abt 10B and opex say 80% is 2B... so over the next 10 yrs BAs cash generated should be 8B less debt 3B is only balance 5B or 80 sen.. how can the NPV today is 80 sen based on most analyst report. its only 80 sen in 10 yrs.

another thing I notice from analyst report. the NPV on discounted cashflow remains the same every quater. how can this be? NPV supposed to be increasing every quater based on discount rate. can anyone comment.

looks like selling presure building up in market.

mtg over.. just voting results. Minutes will be posted on website.

Any reduction to LKTs salary? TOOOOO high for his performance... being answered now.

RWLV plan to list in US and details on it financials.

FD Tan Kong Ann answering well.

All AGM answers are not worth listening to. All are standard text book answers.