Tag Archives: KHC

January 21, 2023 · 11:30

Another trove

It all started this morning when my eyes caught the news on the BBC giving us ‘Google parent Alphabet to cut 12,000 jobs’ (at https://www.bbc.com/news/technology-64346921) and I get it, Amazon, and a few others are all shedding jobs. It is their way, or at least it is the direction of Wall Street and that set me to think. It connects to the old thought one mans garbage is another mans treasure. It is not that ‘blunt’ but several thoughts started to connect and there we see the larger stage. I saw it initially in the acts by Amazon. Here I am not making claims, these things happen, but I did have an idea. You see I cannot really talk about the entire setting, because two elemental cards ned to be played and if that happens than there will be a larger stage of profit, all because some people decided not to look, decided not to investigate and the people on top merely have the Wall Street directive to adhere to. The funny part is that Google went from nothing to great by not adhering to Wall Street, now they hand over the reigns to certain parties that could make a bundle and a large one at that. But about that more soon enough. The two cards need to be played or that wannabe Microsoft walks in and suddenly wants it all, like a yapping chihuahua going nuts like ‘Try Azure, Azure smells nice’ and we have quite enough of that. 

We are also given “Mr Pichai announced severance packages for US employees, who will receive at least 16 weeks of salary, their 2022 bonus, paid vacations and six months of health coverage. He said he remained “optimistic about our ability to deliver on our mission, even on our toughest days”” this is how the world turns and there is also a much larger usage for the US department of Defence. These engineers will find an eager military cyber division in need of these people and I see nothing wrong with that. If these people can start tomorrow making the USA safer from cyber issues, they get to pocket those 16 weeks as a nice bonus. This is how the world goes and I am not making any rash comments on that. I would do exactly the same in their position. But the brain drain will happen and it will hit Google optionally less than Amazon, but that is how it is. When the two cards are played I will tell you more. I will give you one hint, the Kingdom Holding Company stands to make billions a year with a starting run of 1-3 years, if they looked at what I told them it will give them much more and they will need programmers, a serious amount of those and guess what, Google is about to let go of hundreds of them. How convenient for all involved (for me a little more fortunate than others) but that is my acquired rights and the KHC will rake in a long term solution that makes them a much larger player long before 2030 when it really becomes an additional opportunity in more than one direction. 

So here is hoping (me hoping on me getting the VoC chest of plenty) on what comes next and I prefer to get it before China figures out what they are missing out of. What a way to start my Sunday. Time for a nice cappuccino.

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December 21, 2022 · 22:42

The question remains

I got news about 10 hours ago from Al Arabiya. There we are given ‘Saudi Arabia approves draft agreements on atomic energy, economic crime’ (at https://english.alarabiya.net/News/saudi-arabia/2022/12/21/Saudi-Arabia-approves-draft-agreements-on-atomic-energy-economic-crime)

The article gives us a few items that require the limelight, even as the western papers give it no attention, the event described here is one with a lit of impact.

  • members approved a framework agreement to cooperate with Morocco in “the field of peaceful uses of atomic energy”
  • a draft Memorandum of Understanding with Uzbekistan to help allow the countries to exchange of information “related to money laundering, terrorist financing and related crimes,”
  • a draft agreement with Greece, to foster cooperation in health between the countries, 
  • a draft agreement with Italy to help encourage direct investments between the countries, and a draft agreement with Ghana to develop non-oil exports between the states.

These are the four big ones, there are four more. And when you consider the map, we see that within a year the Kingdom of Saudi Arabia will be the largest economic partner for the important parts of North Africa, Egypt, Morocco and as ties are stronger connected with Tel Aviv, the Kingdom of Saudi Arabia is now the powerhouse in the Mediterranean. Greece, Italy and soon better ties with Turkey. This was always going to happen, I predicted it, but my view was that this was 3-4 years away. It seems I missed the target by at least 2 years. 2023 will open the doors and I reckon that larger gains will be Made in 2024. Saudi Arabia is now in a setting where it will be able to drive commerce that is not oil based soon enough and stronger than ever before. 

And that is before you see the steps that China is opening up, but it also implies that China is a lot stronger to become the defence dealer of choice, billions and billions of dollars that are about to be lost to the EU and US. I warned them that this was coming and now the steps of making sure it happens will become a reality. It does not make me happy as I miss out on my 3.75% bonus check and on $27,800,000,000 that is a lofty loss. Such is life!

Now there is a second stage in play, the article does not bear it out, but I reckon that the Kingdom Holding Company will get a few other options going their way. I do not know how, but the Kingdom loves partners in this (I learned that at the Saudi Consulate several weeks ago). What is in play is that there are several options for Israeli growth. Not just the NSO group, but NICE with their CXone platform will set a larger stage of cloud centres for the Line and Neom. From there as they make their solution more Arabic, they will get a handle on several fields in several nations. And we all see the stages as they evolve, well that is if you read English Saudi News casts, the west seems to filter it away and when we see too much of this, it becomes a joke what the west is and has been the last decade. Filtering news information was never a good idea and you are about to see why. Saudi Arabia is active in growing business in Egypt, Morocco, Greece, Italy, Indonesia, and China. Consider the loss of revenue for the EU and the US? Is no one asking questions? And this is merely what can be seen for 2023. I reckon that several nations will go into crises mode in the next week, because some of them were moved from consideration column A to column C. Only a blind person ignores is and one with an oversized ego ignores it. When will we learn that we cater to the players who have it and the US doesn’t have it, and the EU has even less at present. There is every indication that by 2025 the Saudi Telecom Company will be the biggest player in North Africa and the Middle East. This will have larger implications when Indonesia is added to that network. It was a simple cascade stage and it is about to become a reality. From there there is every chance that the STC will enter Europe as a new player and one wielding a formidable bat. That is what I see as optional changes. So whilst we see the EU and US with contracting economies, we get to see another one grow and it is about to grow by a lot.

Have fun!

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December 11, 2022 · 00:00

When it rains we call the kettle black

Yup an amalgamation of expressions and in this case it is a little more applicable than expected. You see a mere 11 hours ago I wrote in ‘Ruler of law goes metric’ “should the Kingdom of Saudi Arabia want it and limit the shipments of Crude Oil by an additional mere 1 million barrels a day, the US will explode in a stage of anarchy” (at https://lawlordtobe.com/2022/12/10/ruler-of-law-goes-metric/) and 7 hours ago we get from the ABC ‘China promises to buy more Middle East oil, urges Arab leaders to replace the dollar with yuan’ (at https://www.abc.net.au/news/2022-12-10/china-xi-promises-to-buy-more-mideast-oil/101757852), it isn’t a victory when the nightmare scenario starts, but this is what the US was facing all along. Several world leaders learned the hard way what happens when you start wars on multiple fronts. People like Napoleon Bonaparte, Adolf Hitler and Wilhelm 2 all learned that lesson the hard way. Now that the US has a stage with Russia, it had to play nice with Chine to some extent, but it was already too late. Huawei was fresh in China’s memory and the US did NEVER EVER produce clear reports of the dangers that Huawei was. They got tools to make similar claims and none of them produced evidence. Now China sees a way to get back at the US. You see, if China buys 2 million barrels a day the American goose will be cooked within 2 months in the middle of winter no less. This is part of the horrific result of giving Wall Street free rein and now there is no second stage, no escape. The US had clear options a year ago, now not that much and the few they have they are squandering on the wrong priorities. And it is a mere 42 minutes ago when China and Saudi Arabia signed a strategic deal, which now implies that Huawei would get free rein on technology adaption for the Line, that straight building that goes through Saudi Arabia and optionally a lot more in Neom. Did you really think I was out of my mind when I was willing to sell my 5G to Saudi Arabia? This is happening a year earlier than expected, but no one saw the Ukrainian war happen and even less saw it excelarate the way it did in the end. Now China has the option to make the impressions in Saudi Arabia and optionally soon in Egypt as well. I saw this coming and no one believed me, but there is a lot more to Neom than most see, because the US media kept on belittling it and now as the truth comes out we see knee jerk reactions and large claims of miscommunications, and that is not all, if the Yuan will be accepted as currency, the Yuan will get a tour of the Middle East and Africa giving a slam against the power of the Dollar. Now, that does not mean that the dollar ends, but there will be an impact and the dollar will take a hit. All this to a larger effect because certain people relied on ego and not on facts or true innovation. Feel free to read the article (at https://www.middleeastmonitor.com/20221210-saudi-arabia-and-huawei-sign-strategic-deal/) with the added quote “The Saudi Press Agency (SPA) also reported that Chinese and Saudi companies had signed 34 investment agreements in clean energy, information technology, cloud computing services, transportation, construction and other sectors. The agency did not issue figures for the deals but confirmed earlier that the two countries would sign initial agreements worth $30 billion.” It seems to be a simple claim that might not go anywhere, yet the adaptation for net zero carbon data centre’s in Saudi Arabia, Egypt and optionally two additional places are now supporting that my initial IP had a lot more power in Saudi Arabia than even I suspected and this also elevates the options that the Kingdom Holding Company (KHC) has in several places. What was an optional annual revenue of $763 million could start with an 800% growth and leading to well over twice that amount in less than 5 years. Should these data centres become reality than there is a clear case that these centres will be bought by European players, they would not have a choice in the matter and the US claim of danger to national security will not go anywhere, they played that card already. So when it rains, it pours as well as the interaction of the pot calling the kettle black. Two players that were ready and the others were not. 

It is in the end merely that simple.

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