Auditor Consultant's comments

Auditor Consultant replied to comment on BAT.

Cheng... long time no see

wow u are also active in Bat

u invested as well

4 days · translate

Auditor Consultant replied to comment on BAT.

I guess more and more people will dump from day to day

more ppl to cut loss

one of my friends is one of the victims of the guru

cut loss and made huge losses

4 days · translate

Auditor Consultant replied to comment on BAT.

last but not least in next agm

shareholders could give pressure to mgt to show all

monthly average holding stock in value and turnover in days by month

what is the par stock

why cash was tied with higher inventory

and also can ask mgt on long term plan

any strategy to cut down loan

conventional finance can no longer work

operational finance should play the role

every cent invested should produce reasonable ROI

my 2 cents

4 days · translate

Auditor Consultant replied to comment on BAT.

another question in my mind is that

I am not sure if the goodwill value is still as per the books

understand the goodwill arose from acquisition of Malaysian tobacco berhad and the value in use has been compared with the recoverable amount

the RA is based on 10 years projection of cash flows after factor in the discount rate

though there is no right or wrong due to assumption used, I hold my reservation on the carrying value of the goodwill

really prudent or not for no impairment

4 days · translate

Auditor Consultant replied to comment on BAT.

see the changes in working capital

I Donno how they managed their OCF

to the extent that cash flow was tied

and need to get RC drawdown

effectively I am. not sure if it is practically right to say

dividend is financed via Loan

my 2 cents

maybe I am. wrong

4 days · translate

Auditor Consultant replied to comment on BAT.

another things which trigger alarm is that

for 31 Mar 25 the operating cash flow is in negative 140k, this is an indicator of poor operation management

the resulting of net cash flow was due to RC draw down of 200k

I am not sure if I can assume that BAT paid dividends using ST Loan

cash flow not nice, eroding eps

really Donno Wat to say

how about those institutional investor or fund house

4 days · translate

Auditor Consultant replied to comment on BAT.

I not dare to say because I don't wanna attract attack from. his loyal followers

he claimed to have performed better than lot of ppl

his book got lot of principles or theories

but in actual to what extent he really. practise and are his so called principles practical and feasible in Bursa

well let the market judge him

4 days · translate

Auditor Consultant replied to comment on BAT.

u don't say like this

some. ppl cannot accept

last. time. I early highlighted the risk

then attract lot of attacks

I just hope that those ppl will make wise decision on their own

esp the guru that claimed to have invested more than million ringgit

I am. curios on his responses to.this counter now

4 days · translate

Auditor Consultant replied to comment on BAT.

I am. waiting for the guru to proudly show his loss making portfolio

I am doubt if he still holds

he claimed that he will not cut loss 1

hold long term

curious now

4 days · translate

Auditor Consultant replied to comment on BAT.

bat share price will go down to below 5 very soon

of next quarter result is not as expected

I could foresee erosion in profit, and hence eps

then decreasing dividend payout

then share price will plummet for sure

when pnl is not good

the future of bat is quite pessimistic

5 days · translate

Auditor Consultant

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