GULF & ADVANC are up 50%, True +100%, own the cartels…

It’s also time to speculate on casino names….we have in the group chat….BA (loves concessions, de facto owns samui, has the balance sheet with the hospital), BLAND (tonnes of land, always wanted a casino, balance sheet big enough to lever up and build), MCOT (land in ratchada, company announced its researching this in the news), VGI (some odd shareholder transactions, a group that only exists because of concessions, has utapao airport, cleanish b/s), & any CP or Thai beverage entity (just because…)

Now this is all purely speculation, no evidence, naaathing. I’ll do a “random thoughts” post on it later…