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drbubb

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  1. WHO is Really responsible?

    Pelosi Refused to Hand Over Communications Surrounding Jan. 6, Democrats Destroyed Evidence from Jan. 6 Committee, Refused to Call in National Guard, and Pelosi Hired Camera Crew to Follow Her That Day

    pelosi-camera-crew-j6-1024x568.jpg

    On Sunday President Donald Trump sat for an interview with Kristen Welker from NBC’s Meet the Press.

    During the interview President Trump argued that “Nancy Pelosi is responsible for January 6th.”

    President Trump: “Nancy Pelosi was in charge of security. She turned down 10,000 soldiers. If she didn’t turn down the soldiers, you wouldn’t have had Jan. 6.”

    > https://www.thegatewaypundit.com/2023/09/pelosi-refused-hand-communications-surrounding-jan-6-democrats/

  2. MAX's INFLATIONARY COST issues went back to 2018

    On the cost side, MGI was weighed down by escalating raw material prices and a larger manpower component as it realized the impact of its move towards professionalization which began in 2017. This initiative was undertaken to reinforce strategic capabilities at the management level to ensure sustainable growth. The Company likewise took into account recently enacted labor policies particularly on third-party service engagements. As a result, net income declined 30% to P123.7 million from P176.0 million year-on-year.

    The Company also announced its strategic pivot to franchising as the preferred mode of expansion both domestically and overseas. This shift will leverage on Max’s Group’s brand equity, operational expertise, and scale to propel store network expansion and boost fee-based collections, which generally equate to better profit translation.

    “While cost and inflationary pressures as well as prolonged currency volatility are likely to persist, we are equipped with the proper growth strategies to stay resilient under these conditions. Looking ahead, we have laid out firm plans to address controllable expenses and maximize income flow-through. This keeps us aligned with our objective of improving overall profitability in the long-run,” shared Ariel P. Fermin, Group Chief Operating Officer.

    > https://www.maxsgroupinc.com/news/maxs-group-reports-1st-quarter-2018-results-refocuses-efforts-to-franchising-11

  3. It is not easy to find a Good Restaurant group below BV, with a 4%+ Dividend

    MAXS vs PIZZA, JFC : from '15: 2020: YTD: 10d : 4.05 / 9.50, 231.0 = 42.6%

    F5BHhdF.gif

    2014: 2015:   MAXS never recovered much from the 2020 Covid selloff

    Q114QvT.gif

    Restaurants UPDATE,  mid-Sep. 2023. (bought MAXS)
    Psei 6,668 1.6.23:  EPS : P521    12.8x: 149.: 2.23%
    Psei 6,125 9.18’23  EPS : P425  14.41x 184.: 3.01%

    Sym Last: %Psei: BkVal: %BV :   PER : Div. : Yield:
    Maxs 4.04: 0.59%: 4.97 : 81.3%  5.40 : .193: 4.77%
    Pizza 9.41: 1.53%: P4.18: 225.% 14.23 : 0.10: 1.06%
    JFC : 230: 3.76%: 55.61: 414.% 39.50: 23.0: 1.00%
    Mcd 269.5  ==== ($6.85) Infin. 33.95: 6.09: 2.26%
    J/M: 85.3%
    ====

    C06325: Max's Group press release - 1

    "Max's Group posts stronger 1H 2023; outperforms pre-pandemic levels"

    Max's Group, Inc. ("MGI", the "Group", or the "Company"), the largest casual dining restaurant group in the Philippines posted net income of P246 million (/1,037M= 0.237/ sh.) for the 1H of 2023 which outperforms its 2019 performance by 54%. Organic net income excludes the sale of a subsidiary whose sole asset is land.

    The Group's system-wide sales ("SWS") is back to pre-pandemic levels at P9.2 billion across both company-owned and franchised stores in the global network achieving 95% of its 2019 performance despite lesser stores from closures during the pandemic. As compared to the 1H of 2022, sales jumped by over P1 billion or a 14% increase and converted to revenues of P5.9 billion, a 17% increase from the previous year.

    Strong 1H 2023 results were primarily driven by Max's Restaurant and Pancake House, which experienced a rebound from a challenging first quarter last year. Yellow Cab Pizza and Krispy Kreme continue to perform with a strong brand equity. Meanwhile, operations of the international segment remained healthy with a combined 6% growth in SWS across Asia, North America, and the Middle East. Despite the challenges in commodity hikes, the Group's tightened business models implemented during the pandemic continue to have a positive impact on margins.

    Strategic measures during the first half of the year cushioned the impact of headwinds as seen in gross profit of P1.9 billion or a 33.0% margin, representing a significant improvement of over 500 basis points as compared to 27.7% in 2019. "MGI's consistent execution of our customer-centric strategies, backed by tried and tested business models have cushioned the impact of commodity hikes and global economic challenges. MGI remains strong despite current market conditions," said Robert F. Trota, President and Chief Executive Officer.

  4. PHL REIT stocks got Hit HARD today, ruining a good week.

    Worst REIT stocks today
    Stock.   Last:   + / -    Chg.  : Yr-L :  Yr-H :  Yield :
    MREIT  12.20  -1.20  -8.96%: 11.20: 15.90:  8.05%
    FILRT   P2.98 -0.27  -8.31% : 2.90 :  7.00 : 10.10%
    RCR     P4.76 -0.24 -4.80% 4.76 :  6.20 : 8.20%

    TLT :   92.96 -0.57, -0.61%, and tyx: 4.39%

    That’s FTSE rebalancing… Philippines seeing outflows again… RCR even getting deleted. Hence all these names just got whacked on the close because Philippines has no liquidity…. These rebal days are great for market on close orders if you can set that

    Q: Deleted?  Out of the Index?  Might they get a lift, if they rise and can get back inside the index?

    Yes out of the index. Hence the passive selling

    Q: Might they get a lift, if they rise and can get back inside the index?

    Takes a while to be reincluded. Takes a while to be reincluded

    I think names like RCR will get picked up again on Monday . It’s just incredible how every time it works .. rebalancing just move the names around huge

    Chart :

    qVl3z7U.gif

    Compare : Phl Govt 10Yr : 6.50%

    b8bYRsv.png

    ===

  5. PX vs APX: APX / PX  : Prem.?= Ratio:  ========= : UGL :  apx%
    11.06.23:    2.65 / 2.87: (0.22)=  92.3% ( - 7.7% disc.): 60.61:  4.37% *11.03 ugl
    9.13.23 :     2.50 / 2.75: (0.25)=  90.9% ( - 9.1% disc.): 56.46: 4.43%
    7.27.23 :     3.04 / 2.97: +0.07 = 102.4% (+2.4% prem) 59.36: 5.12%
    7.03.23:     2.42 / 2.79 : (0.37)=  86.7% (-13.3% disc):  58.42: 4.14%
    5.04.23:     3.20 / 3.05: +0.15 =  104.9% (+4.9% prem) 67.47: 4.74%ACZn6Av.gif

    WHukjkd.gif

    GLD - semi-annual : from2022: Last: 177.30 : APX: 2.50, is 4.42% of UGL (56.53)

    Xu1VM76.gif

    ===

  6. C06339: Apex Mining press release - 1

    "Better by 19% versus 1H 2022" APEX MINING 1H 2023 GROSS REVENUES HIT P5.7B

    The consolidated gross revenues of Apex Mining Co., Inc. and its subsidiaries in the first half of 2023 reached P5.7 billion —19% higher than the P4.8 billion it reported for the same period in 2022.

    Meanwhile, the consolidated net income in 1H 2023 was P1.4 billion (P168 million lower versus 1H of 2022). For 1H 2023, Apex Mining's Maco Mine operations milled a total of 378,564 tonnes — 3.0% lower than the same period in 2022. Quarter on quarter, the tonnes milled in the second quarter of 2023 is 7% higher.

    The second quarter's ounces of gold produced is also 11% higher than the first quarter. Moreover, 2Q Au and Ag ounces sold are 17% and 19% higher, respectively, versus Q1. In Q1 2023, the company encountered many challenges, including an earthquake swarm as well as prolonged and heavy rainfall and landslides, that led to intermittent work stoppages for risk assessments and safety checks. All these disruptions totaled 5.74 workdays.

    Despite these disruptions, gold recovery was at 87.34% — practically the same in the same period in 2022 (87.78%). Silver recovery rate was slightly lower at 72.14% against last year's 75.77%. The higher average realized gold price of $1,953/oz during the year (versus $1,901/oz in 2022) pushed the revenues up by 19% in 1H of 2023. Ore gold grades averaged 1% lower at 3.93 grams per tonne compared to the 1H of 2022 at 3.95 grams of gold per tonne. Based on the Mine Reserves and Resource Certifications of 2021, Apex Mining's Maco Mine has enough reserves and resources to continue at the targeted production rate of 3,000 tonnes per day until 2032. The ongoing exploration program for MPSA 225 and the acquisition of the Asia-Alliance Mining Resources Corp. assures Apex Mining of future gold resources as the extensions of existing mining veins in Maco Mine spill over to the tenements of AAMRC.

  7. "BEL Gets a Bid as PLC soars"

    Update: BEL (1.28 +0.05, +4.0%) / PLC (0.67 +0.04, +6.3%):  10d:

    09zvi2I.gif

    BELLE Corp. Investments.                              9.13.23. Value:    Ye'22 : Value:
    PLC  : Prem. Leisure Corp: 79.78% : 24.9B x0.66= 16.43B / 0.475: 11.83B
    LOTO: Pacific Online Sys. : 50.10% : .449B x4.15=  1.86 B / 1.650:   0.74B
    APC  : APC Grp, .021 BkV : 48.80% :  3.7B x.234=  0.87B / 0.260:  0.96B
    Smph: SM Prime Hldgs.    : < 1% :   61.8M x30.05=  1.86B / 35.50:  2.19B
    ====  Four Traded Co’s. : ===== :  ====  ===  = 21.05B /. === : 15.72B
    ====  (at 9.13.23             : 21.05B /  9.76= P2.15 / BEL sh / P1.61 : nav: 3.49
    =                    change from.  :                                +33.8%, from YE  :
    Versus Current Price (P1.30) :   60.5%          -39.5% discount.      : -62.8%

  8. Maybe now that AGI has bought all those shares at near rockbottom prices. We will see a rise in the MEG DIV ??

    AGI (12.70) vs. MEG (2.02) / PSEI (6,210)

    GJzsN76.gif

    Andrew Tan thrift shopping: AGI scoops up P869 million Megaworld shares amid slide to three-year low

    andrew-agi-meg.jpg

    AGI acquired a total of 430.171 million MEG shares last month at a price range of 1.9917 to 2.106 per share.

    MEG shares have slumped to a three-year low of P1.91 in June and are down more than third since the pandemic broke out three years ago.

    The purchase increased AGI’s stake to 21.071 billion shares or 56.7 percent of MEG.

    > https://bilyonaryo.com/2023/09/09/andrew-tan-thrift-shopping-agi-scoops-up-p869-million-megaworld-shares-amid-slide-to-three-year-low/property/

  9. Here's what we learned from the WARREN Commission set up after the JFK assassination

    The group running the Investigation, may simultaneously be managing the Cover-Up

    ASK YOURSELF, why did the illegally constituted J6th Committee destroy its records?

    J6 Committee failed to preserve records, has no data on Capitol Hill security failures, GOP charges

    The J6 Select Committee disbanded in December 2022 and was required to preserve documents from its investigation

    https://www.foxnews.com/politics/j6-committee-failed-to-preserve-records-has-no-data-on-capitol-hill-security-failures-gop-charges

  10. Darren Beattie Says Identifying Two Key J6 Individuals Could Prove the ‘Fedsurection’ [VIDEO]

    FENCECUTTERbulwark : HE CUT the Fences BEFORE Trump finished his speech.

    Was never indicted,  FBI remains uninterested. Seems he was in-on-it

    2023.08.21-08.44-revolvernews-64e3ccae47

    Undercover Cop Caught Cutting Fences on Jan 6?

    New Evidence Intensifies Suspicions Surrounding Key Fedsurrection Player

    The significance of the fact that this individual was removing fencing before Trump’s speech was over, and thus before the crowd listening to Trump headed over to the Capitol, cannot be overstated. Ordinarily, the grounds surrounding the Capitol are not restricted, and it was only due to the fact that police erected barriers and fencing for January 6th that those entering the thereby designated restricted zone could be charged with “trespassing.”

    By removing the barrier fencing before the massive crowds arrived at the Capitol, individuals like Fencecutterbulwark were effectively creating one of the nation’s largest legal booby traps in history, inviting thousands of people to unwittingly cross into the restricted zone

    https://revolver.news/2023/08/undercover-cop-caught-cutting-fences-new-jan-6-evidence-intensifies-suspicions-surrounding-key-fedsurrection-player/

     

  11. Would-be Trump-killer, Megyn Kelly, seemingly wants to bring Vivek down,

    Using supposed discrepancies about how he described Trump's role in early 2020, and how he describes it now.

    Vivek Ramaswamy's MSNBC Interview Gets Heated When Confronted with Past Trump Criticism

    Sure. Vivek has seen the TRUTH. Liestream media does not. HERE it is: The so-called "INSURRECTION" was Fake. A staged event, to cover up election regularities, and Demonize those who asked questions.

  12. The TRUTH of Jan.6th, 

    A choreographed Cover-up the SMOKESCREEM for the Dem's election fraud

    The so-called "INSURRECTION" was Fake.  A staged event, to cover up election regularities, and Demonize those who asked questions.  Like a Jujitsu move, they took the energy from the protestors walking to the Capitol and transformed their peaceful intentions into something else.  When will the stage managers (under control of Pelosi and the Feds) be investigated?

    ( Too many people are still living off the LYING NARRATIVE pushed by the J6 Committee.

    Like THIS Person ) :

    PELOSER: SHE DISGUSTS ME! 

    0sxsiCE.png

    83-Year-Old Pelosi Announces Reelection Bid with Ridiculous Statement.  https://www.thegatewaypundit.com/2023/09/83-year-old-pelosi-announces-reelection-bid-ridiculous/

    2022.01.06-03.52-revolvernews-61d6678b45

    (Get some TRUTH here):

    Darren Beattie Says Identifying Two Key J6 Individuals Could Prove the ‘Fedsurection’ [VIDEO]

    The Essential REVOLVER NEWS Jan. 6th Reading List

     

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