Daniel Ng

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Joined Jan 2024

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Please elaborate? I don't understand what you mean by "equity negative", NTA went up by RM0.08 on a quarterly basis
1 day · translate
Well I guess you won't be buying any shares any time soon or possibly forever, do you seriously think it will drop to RM0.55? That's the price in early covid when there is no vaccine and with no sight to the end of covid?
I am just wondering whether they have a plan B since things are clearly not moving for months. Clearly someone high up among these lessors and the Thai SEC is refusing to sign the consent letter
1 day · translate
JQ what makes you expect another loss for Capital A? Forex improved from 4.43 to 4.21 against USD, Brent crude drop from $70+ to $65+

Profitability isn't a concern for me, my concern is them obtaining the remaining consent letters
2 days · translate
Honestly I am getting impatient, hasn't it been almost half a year just trying to get these few remaining consent letters from the lessor and the Thai SEC? Capital A have been saying the same thing for months, why does the lessor and the Thai SEC not want to give their consent? It has been stuck for months like that, so obviously they are refusing to sign, but why?
2 days · translate
Yeah, Capital A will have to get I believe the remaining 2 CPs (one with Thai SEC and one with a lessor). Basically Capital A have no say in the timeline, I am just going by my gut feeling that Capital A won't be able to get the remaining CPs by this month.

Hope to be proven wrong though.
1 week · translate
Honestly doubt that they could get the final CP this month, they have been saying the same thing for nearly half a year. Another sign is Tony and Meranun is all quiet about the restructuring process on LinkedIn and Instagram, but I am happy to be proven wrong since I am heavily invested.
1 week · translate
So Mr put option, how much did you lose? You made the comment about put option when it was 71 sens so please don't anyhow take the high ground when people can see your post history
2 months · translate
I don't understand, are you implying that Capital A "scammed" their shareholders because of Israel's strike on Iran's nuclear facilities which resulted in a spike in oil prices?
2 months · translate
Drop has to do with a major escalation between Israel and Iran, oil prices has spiked significantly.
Anyone went to the AGM today can share some key details?
2 months · translate
Not with you on that, the only thing I would say is The Star is a bit overboard on the covid news at least relative to Singapore's CNA or The Straits Times
2 months · translate
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