DNEX already secured PNB/MOF support with funding and tax examption, Meow 777

777 lama tak makan taik Mabel, emosi kurang stabile sket. LOL

ok Thanks for the information, will buy more today.

DX is not as good as HB in the Oil/Gas, bcos Ping only 2000-3000 bopd, vs HB 23,000 BOEPD, but offset good news is by positive contribution from Silterra, that make DX is as good as HB as a whole, the next big thing is EV/Foxconn JV, that will push DX to above HB, only times can tell. HB will have a good QR next month as everyone expected, due to the sudden increase of production from 8000 to 23,000 due to Repsol deal, plus the High oil price due to Russian war. Both are good, I am keeping both waiting for 25/5.

Buy on Weakness, Big Deal is coming.

buy on weakness to sow the return by 25-May. As long as oil above $80.

Foxcon deal in the making, collect now to enjoy the fruits in June-2022

Oil Price up 30%, Hibiscus up only 15%, when oil crash 15%, Hibiscus drop 20%, apa daaa.. hahaha
Apa2 pon 25-May, Q3 (Jan-Mar) QR akan meletup, and then 25-Aug, Q4 QR (Apr-Jun) akan better than Q3.
So buy at weakness, collect slowly, TP1.5 then 1.7 before Dec-22.

Oil Price $75, Revenue = RM2.2Bil, PAT = 400Mil, EPS = 0.18, PE10 = 1.80
Oil Price $125 Revenue = RM3.6Bil, PAT = 650Mil, EPS = 0.30, PE10 - 3.00
PAT estimated =

Next support 1.05, get ready to reload for next wave. Don't miss the boat

Wait until 25-May, it should be min 1.8

Hibiscus TP 1.5 with oil price $75. anything above is bonus.

waiting at 1.05 lai lai lai..

Dnex should be quite stable at this level 1.05-1.15, consolidating before next move. Bear in mind the QR result is done and over, looing for next QR indication? they already said improved order, and higher ASP pricing, so that is good indication. Two more long term purchase to be signed soon in next 2-4 week, and then next big deal, which is bigger than Silterra should be 2-4 months time. Huat Ahh...

Dnex PAT=200Mil/year, EPS = 0.06, with PE=30 like Inari and Vitrox, TP should be RM1.80, now still cheap lah. any pull back is good time to add, until Foxcon news is revealed. then it should stay above 2. Hibiscus PAT easily RM400m/year, and EPS=0.20, PE10 = RM2. Technology higher PE 30-40, and Oil stock now PE10. There you have it, both with TP2. Which one will you chose now? Huat ahhh

Dnex earning EPS = 0.06, with PE=30 like Inari and Vitrox, TP should be RM1.80, now still cheap lah. any pull back is good time to add, until Foxcon news is revealed. then it should stay above 2. Hibiscus PAT easily RM400m/year, and EPS=0.20, PE10 = RM2. Technology higher PE 30-40, and Oil stock now PE10. There you have it, both with TP2. Which one will you chose now? Huat ahhh

Buy and hold until next QR in May-22, you will see the real spike on Profit even oil price drop to $75

temporary rebound, correction is not over yet.

I am DNEX die hard supporter, I love all of you, Dnex will sure come back, there is no questions, after the long over due correction is done. if you think I kencing DNEX, then you are wrong, I agree with OTB opinion, after correction will go back to 1.5 if not 2022, then it will surely be in 2023. Huat Ahh...

more correction tomorrow, the TA still pointing down, Run before late. OTB is correct! He is a real Sifu, only the fool refused to listen. Wait for DNEX QR next week the truth will reveal. Huat ahh

buy now, even there is no Russian War, the oil price still going to hit $100 soon. Never before we have a real oil/gas company that is real profitable. Looking how BP/Shell/Exxon now profit hitting the roof..

https://www.reuters.com/business/energy/bp-records-highest-profit-eight-years-2021-2022-02-08
https://www.cnbc.com/2022/02/03/shell-earnings-q4-2021.html
https://www.reuters.com/business/energy/exxon-post-best-results-seven-years-oil-prices-2022-02-01

Any news on their Kulim Plant expansion yet? you need time to order the equipment, which is also hot cake and shortage now because TSMC and Samsung also in expansion mode. You still need to construct, install, and commissioning, I think Dnex Silterra expansion revenue impact should be in 2023 if they are lucky to get the parts on time.

everyone shout oil price goes up, that is for Hibiscus, not Dnex, go to study carefully, Dnex PING only produce 2000 barrel oil per day with JV, ok lah ada lah sket oil revenue, RM50Mil per year, vs Hibiscus RM500Mil per year PAT. Ha.. Ha.. Ha.. Huat Ahh

Hibiscus will jump from PAT150Mil a year to RM600Mil a year after the Repsol deal last month, the first spike will be Q3 (Jan-Mar) to be annouced on 25-May, TP2 min with oil price $75. now Oil is $100, so Hibiscus TP should be 2.50 min Lai lai.. Huat Ahhhh

DNEX oil revenue very small, don't get wrong, they share 50/50 with Hibiscus on Anasuria only, which is 2000bopd, and Hibisucs with North Sabah & Repsol deal is 23,000 Bopd. So, don't get too excited. DNEX is Chip play, Potato chip, which is shortage worldwide now like Oil. But they need to invest to expand the factory asap, so they are running out of time to capitalise on the shortage.

The correction is long overdue, so be happy to slowly collect when it hit to 1.05 next support level.

Need more time to reverse as the correction is not yet done.

don't rush to buy yet, it is cool down and settle down. most likely will hit 1.05 soon.

next support is 1.05, not too far away, get ready your net!

wait for for this week QR result then you can decide to jump in or not. QR should be so so only, Silterra needs time to generate the high expectation that CIMB/HLB painted. Huat Ahhh

wow.. OTB is so accurate lah, can I buy you dinner Mr OTB? I respect you regardless those sore loser bad mouth on you. LOL

Latest Repsol M&A brings many positives
We are positive on this Repsol M&A. The deal, transacted at USD212.5m:
(i) is undemanding; equates to USD6.16/ boe 2P reserves, a 25% discount
to RPS Energy’s valuation, (ii) lifts its production/ 2P reserves/ 2C
resources by almost 3x/ 2x/ 2x, (iii) offers Hibiscus the prospect to
diversify its assets portfolio to 17% gas: 83% oil (vs. 2% gas: 98% oil
previously); a crucial aspect, in its ESG and energy transition quest.
Deeply undervalued with compelling upside

Our TP, based on USD10/ boe of EV/ 2P reserves, is undemanding vis-à-vis
its peers that trade at higher multiples (USD12-31/boe). We prefer this
valuation method over others for it captures the cyclical nature of its
operations and takes into account its balance sheet and cashflows aspects.
We see further upside should it succeed in converting some of its sizeable
2C resources (73.2m bbls) to 2P reserves and/ or monetise some of its
development fields (i.e. Marigold, Australia) along the way.

congratulations those keep from 0.75 until today, 50% in 2 months. Well Done!

HIbiscus will have very good QR for next 12-24 months, better than Dnex, but the news is hot on Dnext now. Both are good to keep for 6-12 months, both should hit RM2 before year end.

after hit 1.25 will move to 1.45, hold tight more big news coming.

Tomorrow should test T1 =1.25 next will be 1.45. Huat ahhh

RM2 is coming hold tight

Fred Tam teams are buying like crazy, guys you must hold your share tight!

DNEX will soon catch up with Hibiscus. Hold tight.

Hibiscus Fair Price should be 2, without goreng. PE10 lowest amongst all oil producers in the world.

Before Repsol net oil from AS and NS is 8000 bopd, now with Repsol will be 20,000bopd, what will be the right price for Hibiscus?

Hibiscus will testing 5 year High 1.3 soon, 7-14 days. Holding tight guys.

next week Huat liao.. Yeeeeehaaaaa...

The stock will not be lifted until SIR is released. Looks like Karam will have to deal with more court case, and SD will sink down to below 0.05. The question is can SD start all over again while Karam is serving his jail term? Why do they need to cook so many fake contracts and revenues when they should know it is matter of time to get revealed.

where to read Philanthropist explanation? anyone has the link?

Bursa will bring them to court for fake accounting, impairment also can not save his jail time.

most of big fund needs days or weeks to digest and call for BOD meeting before pull the trigger, relax the game is not even started yet.

now, Cino jahat from CHINA akan rotan sape yg makan suap.. gantung atas pokok kasi semut makan haha...

sure make money liau with all these cino top gun running, no more leakage haha...

Director and Executive Committee – Cadol Cheung
Cadol Cheung has over 28 years direct experience in core technology investment, with superior knowledgeof leading technologies and industry habits. Mr. Cheung was responsible for the management of Intel CapitalAsia-Pacific region and led various operation departments over 26 years – with 16 years of experience inoperations and 10 years in investments at Intel. Mr. Cheung was awarded Top 50 Venture Capitalist in Chinafor 4 consecutive years and “The Most Active Green Venture Capital Enterprises" in 2008 and “Best VentureCapital Institutions” in 2009. He led Intel Capital and invested approximately RMB5 billion in the Asia Pacific
region, in which RMB3 billion was invested in China. He earned BSc of Engineering from Hong KongPolytechnic University and MBA from the Chinese University of Hong Kong.
Officer-in-Charge – Dr Albert S.K. Pang
Dr Albert was appointed as the Officer-in-Charge of SilTerra Malaysia Sdn Bhd effective 3rd January 2022. Dr Albert has about 28 years of experience in the semiconductor industry especially in technology and manufacturing. He comes to SilTerra from a distinguished career at Shanghai Huali (HLMC) where he heldthe position of Senior Director, TD. He also has prior work experiences in Grace Semiconductor (GSMC)Shanghai, Chartered Semiconductor Singapore, SMIC Shanghai, Process Integration at TSMC Hsinchu Taiwan, MIMOS Malaysia and Technical staff at IME Singapore. As the Officer-in-Charge, his key role is to manage and facilitate the operations of SilTerra