Philosophy of investment: -The biggest risk is you do not manage your risk. -Price high does not mean expensive and price low does not mean cheap as well. -I dare to cut loss, but I am not afford to miss any chance to win big.
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2017-06-16 23:35 | Report Abuse
Here got many sifu, only you have to differentiate them. Value investing, value plus technical, value plus technical plus business sense, none of My mention type and many many types. Wow..
2017-06-16 23:17 | Report Abuse
Goodboy, I just not sure the production volume and it doesn't tally with the info from its profit and match with hibiscus. If they already improved like more output, definitely will bring more profit. Perhaps you are right and the output already double. Then the profit will be huge. Hope it show in the coming quarter report.
At the end, the correct information will provide a clearer picture for investors on the judgement and decision. Just my 2 cents, good night.
2017-06-16 21:10 | Report Abuse
Correction
Anasuria production
3500barrels per day
90days are 315,000
Cost usd20
Dnex own 15%
Profit forecast when Brent oil price at usd 40
(40-20)x315,000x15%x4.3=4m
Profit forecast when Brent oil price at usd 50
(50-20)x315,000x15%x4.3=6m
I think this might be the right figure.
2017-06-16 21:03 | Report Abuse
I got this from hibiscus, daily is 3500barrels instead of 7000barrels.
2017-06-16 21:02 | Report Abuse
(吉隆坡24日讯)Hibiscus Petroleum Bhd截至2017年3月31日止的第三季净利大幅萎缩至649万令吉,同期净赚8050万令吉。
该集团今日向大马交易所发布文告指,第三季营业额则从上财年同季的3178万令吉,扩增至6924万令吉。
本财年第三季每股盈利锐减至0.45仙,相比同期的7.32仙。
纵观2017财年首9个月的业绩表现,Hibiscus转亏为盈,录得9744万令吉的净利,同期蒙亏7891万令吉。
累计3季营业额高达1亿8681万令吉,相比同期仅录得3298万令吉的营收。
Hibiscus在回顾业绩表现时指出,从Anasuria Cluster油田产出超过27万3000桶石油,并以每桶52.95美元的平均油价出售。
该集团表示,第三季的平均生产率企于每日近2900桶油当量(BOE)。
Hibiscus指出,本财年的平均生产率提高至每日约3500桶油当量,高于今年原定的生产率。
“其他重要业绩指标为每桶油当量的营运支出约15.12美元,平均设备正常运行时间约76%。”
(编译:倪嫣鴽)
2017-06-16 20:42 | Report Abuse
GoodBoy Brent oil price drop about USD2 per barrel could be lasting for very short time only ... Dnex owned 15% of Anasuria Cluster in UK Centre North Sea that produces about 7,000 to 10,000 barrels of oil per day ... When oil price drop USD2 per barrel, Dnex's impact is only about USD2,000 (7,000 x $2 x 15%) to USD3,000 (10,000 x $2 x 15%) per day ... The cost of producing a barrel of oil is USD18, So, Dnex still making very good money when oil price at above USD40 per barrel ... Dnex will earn a lot more money when oil price at USD50 or USD60 ... oil price will rebound soon ... cheers ...
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That's means
Anasuria production
7000 to 10000 barrels per day
90days are 630,000 to 900,000 barrels (ave 750,000)
Cost usd20
Dnex own 15%
Profit forecast when Brent oil price at usd 40
(40-20)x750000x15%x4.3=9.6m
Profit forecast when Brent oil price at usd 50
(50-20)x750000x15%x4.3=14.5m
This is a lot, I still did not get this figure earn at energy segment from last quarter.
Perhaps some production volume was not correct? Or other reason ? Any one can explain?
2017-06-16 18:59 | Report Abuse
haha, funny of this article.
2017-06-16 18:47 | Report Abuse
oil price still soft, Dnex price also soften is as usual. This also pressing the profit from energy segment.
I don't familiar oil and gas, anyone have any opinion on it energy segment perhaps can share your thought here.
2017-06-16 17:26 | Report Abuse
buy or sell at your own risk.
2017-06-16 17:18 | Report Abuse
now is looking for new trend,
Triangle old trend void.
2017-06-15 23:27 | Report Abuse
Yap, I have same point of view with mililia. Mililia is our silent investors. Haha
2017-06-15 23:17 | Report Abuse
Ok, I roughly check last yr esos were 13c and market share at 18c, 27% discount for esos. If this time also same, possible the esos price will be 8c. Don't worry so much.
This esos employee have to pay, eventually 8c will go to Bornoil bank account. It increase Bornoil cash position to reduce more debt and pay less interest charges.
Secondly, if Bornoil start earning good profit, it is and should reward his employees instead of increase big portion of salaries cost.
Increase big salaries will impact directly to profit , esos only slowly dilute the eps slowly and spread to perhaps in 5 yrs time.
Overall if Google profit earning, no worry at all.
2017-06-15 22:57 | Report Abuse
I think , illustrative purpose to calculate the price for esos. What is the exercise price for esos, can advice?
2017-06-15 22:41 | Report Abuse
Usually company have very good profit, they start esos to reward there employees I guess. If not making good profit, esos is just discourage to everyone.
2017-06-15 22:36 | Report Abuse
Wait for qr, the qr no good , I think no one or very less employee will subscribe. Also depend on exercise price of esos, if too close to market price, also not encouragement.
2017-06-15 20:02 | Report Abuse
Propose 15% of esos from total share. Any opinions on this?
2017-06-15 19:58 | Report Abuse
Investors, perhaps not to discuss the price
can you forecast the eps for the coming qr and few qr?
Can you forecast this yr PE?
What is the cash flow generate from new project for coming qr , this year and next yr?
Debt and current asset are healthy or not?
Can any one provide some figure?
2017-06-15 18:29 | Report Abuse
any investors think to hold this for long term?
2017-06-14 23:21 | Report Abuse
Wah, I like this article. But , market is a group of people emotion and can not be predict accurately by TA. Anyway, FA is solid and worth for that.
2017-06-14 15:39 | Report Abuse
if tomorrow drop 1 or 2cent, let see the negative comment will come back or not, like 55cents coming. cheer
2017-06-14 07:07 | Report Abuse
Gd morning, I like and I also hope for limit up, but I don't think it happen.
2017-06-13 22:19 | Report Abuse
Wah Franklin sell like no tomorrow, but price only drop 1 cents or no drop.
2017-06-13 22:09 | Report Abuse
The chart seem to be done perfectly. In term of price movement, duration, shape are very interesting. Anytime will break out and new trend will be start.
trade at your own risk.
2017-06-13 21:25 | Report Abuse
Boat only can sail in klang river, to reach Holland need a 5 star cruise. Haha
2017-06-13 13:51 | Report Abuse
FYI,
chart showed; triangle movement will be end by this week. New trend will be start.
trade at your own risk.
2017-06-12 22:19 | Report Abuse
http://www.marketwatch.com/investing/stock/baba
The past few days of alibaba surged, only price correction after surged.
2017-06-12 15:14 | Report Abuse
VEP and RC between Spore and Mal; Dnex only in charge Mal part.
VEP and RC between Thai and Mal; Perhaps Dnex will in charge Thai and Mal both parts.
But we are not 100% sure; Dnex had partnership with TIFFA for Thai, perhaps also going to JV a local company for Mal borders.
Spore have around 1500 vehicles cross Mal borders. For Thai, I remember our minister ever told have 1000 vehicles crossing everyday.
If Dnex in charge both side, it is more then spore between Mal.
2017-06-11 19:03 | Report Abuse
floks, director Azman was selling his warrant and mother since early of the year. So, will you judge the price of Dnex since early of the year already overprice?
I make joke, just because today is Happy Sunday and tomorrow is holiday as well. the most reason is, I found he selling off his share was not impact to the price at all. I make fun rather then attack others when others have opposite opinion.
at the end, I might not be correct at all. I study base on his fundamental, it worth more then the price. this is why I didn't worry at all. feel free to offer your thought.
2017-06-11 17:07 | Report Abuse
limch, director may have his reason, you think overprice, someone think fair price and also got people think it is underprice. How director think, maybe there are some one know him can help to ask him.
if you think price will down, wait to buy. if you think price can up, buy then sell. otherwise flat, go for others counter.
cheer
2017-06-11 12:00 | Report Abuse
May encik Azman need a lot of money to spend in Hari Raya or he got other reasons that only he know. Haha.
2017-06-11 10:55 | Report Abuse
These are the great potentials. The chances to win those projects are very high. Maybe through JV. Without factor in these projects, it already worth 0.70 above. Thanks for sharing.
2017-06-10 18:19 | Report Abuse
sosfinance, thank for the info.
My understanding from the report from 4qr2016, the marble mining and bio fracturing product are expect to start production in 3 to 6 months time.
Prospect as below.
Limestone
Limestone block production division is in full swing and will be a major bottom line contributor to the Group in the next quarter.
Energy
The 1st Biofraction Plant that will convert Palm Oil Biomas to Biochar, Biofuel and Biogas will be ready for commercial test run in 6 months time. The plant is presently being installed and will have a capacity of converting 25 tons of Biomas a day.
2017-06-09 18:04 | Report Abuse
haha, I am just human beings. I just share my thought, I also hope the rest offer their opinion, so that we learn from each other. QR is around the corner.. up up up.
2017-06-09 16:58 | Report Abuse
woodwater could be right as well. I feel they push WD instead of WC.
2017-06-09 16:57 | Report Abuse
I have feeling they will push up WD, because WD only have 300m of share, market value less the RM20m, this is more easy compare to WC and morther. WB going to expired in 7-8months, forget this one, let investor to subcrip.
2017-06-09 14:35 | Report Abuse
Folks, Bornoil going to have 4 business segment, beside gold mining and fast food franchise; Bio fracturing production and lime stone production will be start and contribute additional income in this year. I am awaiting for the coming qr, perhaps already showing some result. Share price up and down are normal and happening, as long as company have good prospects, eventually the share price will be appreciate.
Anyway, I believe your decision are the good decision for yourself.
My cost at 19c even higher then many of you, but I did not regret. I like his product gold, his inventory already worth for 50% of the share value. This means I use 50% to own their gold inventory and I pay another 50% price to own their businesses. For me, it is a good deal at this moment.
Stock: [DNEX]: DAGANG NEXCHANGE BERHAD
2017-06-17 14:33 | Report Abuse
Samsambank, I think put the link in wrong forum. This is Dnex and not Netx.