Sarifah pasti declaring a dividend at this moment will not push up JAKS price

Lagi pun dividend tu pun x byk c 3 sen jer

Klau tak pay dividend ada c 70m dari Vietnam kat bank d

Cash ni can use to pay debts and working capital

Forgo the dividend this time or do DRP

Get Andy to stop this 10% PP

STOP JAKS PP STIGMA!!!

https://klse.i3investor.com/web/blog/detail/SarifahSelinder/2023-03-07-story-h-296388330-JAKS_A_DEAL_WITH_THE_DEVIL

Stop this PP

STOP JAKS PP STIGMA!!!

JAKS price has been whacked by byk PP PP PP

The last PP must be the last PP

Not expected

Byk PP especially this 10% PP to early settle bank borrowings

Not xcepted and but materialised

All these are ok

Expected

Losses from local businesses

Excepted and materialised

Expected

Divvy from Vietnam IPP

Excepted and materialised

Expected

Profit from Vietnam IPP

Excepted and materialised

Pay divvy than buat PP no a good strategy

Sbb tu la jangan pressure Andy to pay dividend at this juncture

Solvent?

Klau solvent in term cash flow mcm ada sikit question marks

Klau no PP to cover cash flow after paying divvy mcm stretching thing a bit

EQUITY AND LIABILITIES
Equity attributable to owners of the parent
Share Capital 1,074,143
Reserves 26,188
Accumulated Profit 310,594
1,410,925

JAKS appears to have the profits to pay dividend

Selamat pagi Sslee

U laugh at company that take bank loan to pay dividend....

U ketawa laugh at company that take bank loan to pay dividend

But here u are doing the worst

Here u are pressuring Andy to pay dividend by doing PP

Klau kena bikin PP so that can pay dividend Forget the dividend

Don't pressure Andy to pay dividend just yet

Do PP so that can pay dividend just doesn't make sense

https://klse.i3investor.com/web/blog/detail/SarifahSelinder/2023-03-07-story-h-296388330-JAKS_A_DEAL_WITH_THE_DEVIL

Oso Sslee favourite impairment of receivables tu siapa dia?

Macam xde but no harm to confirm kat EGM nanti tanya Andy dividend from Vietnam kena withholding tax??

Sslee

Happy CNY

Ni bukan main main.. serious.... sgt serious

Opinion Sarifah u better at d least put the word "Alleged"

In meantime u better employ a bodyguard a 24 hour bodyguard

JAKS dapat more than mid teen IRR from Vietnam IPP

Better than mid teen promised dulu

PP sentiasa ready

Sales of electricity is good

Jangan jangan ada arbitration nos 3

Arbitration on LTA

Mungkin klau semua tied in a bundled deal

Janji tak ditepati

Janji tak ditepati

Janji tak ditepati

Gerard

No comments ke?

Hujan renyai renyai

Sbb MISTAKE ICPS agreement tu I signed


MISTAKE is it a good defense in ur mind?

BobAxelrod = i3lurker

Orang bodoh bob

Simpan for future


BobAxelrod

Posted by BobAxelrod > 2 days ago | Report Abuse

WHAT I WOULD DO IF I WERE MIMA (and won the Arbitration)

When the Arbitration goes in favour of MIMA, they would have FULL Control of Dnex Semi Sdn Bhd, and also majority shareholders of Silterra....

Just do a MBO (Management Buy Out) at fire sale of Silterra, maybe just paying Dx RM200 millions for their shares in Silterra.......and should MITI not bending backwards to grant License.........just shift the whole manufacturing plant to China.....simple, and no hassle.

Bye, Bye Silterra.

2 hours ago

Faham?? Can follow?

One more time one last try for old senile bob

DNex Semi control 60% of SilTerra

Klau MIMA/CGP have FULL control of DNex Semi

GCP kan have 100% control of SilTerra
40% via MIMA dan 60% via DNex Semi

Aisay i3lurker apa da terjadi u dah jadi senile ke ? Sarifah explain sampai terperinci u pun x faham wat happen man?

U duduk diam diam je la bob

U bodoh

Klau ICPS on CGP kan control 59.99% of SilTerra

Tapi MIMA/CGP will not have FULL control of DNex Semi

u faham?

Gerard

Excuse Sarifah

Pada pandangan Sarifah humble opinion valuation u of SilTerra is way way way way way way too high

Even pemegang pemegang syer x value so way high mcm tu

Tq


Gerard Lam

At current valuation, investors are basically pricing in Silterra to be worth zero to DNeX, which is an impossible scenario.

Let's assess what are the outcomes of the arbitration, and its impact to DNeX:



If arbitration favours DNeX:

If the arbitration favours DNeX, DNeX would retain 60% direct interest in Silterra, and CGP would retain 40%.

Next question would be would CGP sell out?

If CGP sells out - Other chip majors such as Foxconn (already have a direct interest in DNeX and working to build a 12 inch fab with DNeX) would highly likely acquire this 40% stake. This would further leverage DNeX's postion in the EV industry and boost Silterra's value

If CGP does not sell out - then Business As Usual.



If arbitration favours CGP:

DNeX will be left with 40% stake in Silterra.

Let's say DNeX sells out its 40% stake, this would equal to a potential proceed of RM2.4bil to DNeX, being equity value of RM6bil x 40% = RM2.4bil.

RM2.4bil, would be RM0.76 per share, being RM2.4bil / 3.16bil shares (Just for Silterra portion, not including DNeX's other business that are worth around RM0.47 per share, taking a brokerage house's estimates)



In no scenario would DNeX value just be RM0.55 (pricing in 0 value from Silterra), as the worst case would be DNeX owning 40%, instead of 0%.

2 days ago

3 hours ago

SarifahSelinder

... being equity value of RM6bil is way way way way way too high

DNeX sell out its 60% is no go

3 hours ago

U duduk diam diam

Let Sarifah talk to Gerard

ICPS maximum baru let MIMA/CGP have 33.33% in DNex Semi

U bodoh ni too complicated for u? Can follow?

How can CGP has FULL control of DNex Semi?

BobAxelrod

U bodoh

CGP control 40% via MIMA

DNex control 60% via DNex Semi

At the moment DNex control 100% of DNex Semi

U faham?? Can follow?

Orang tua BobAxelrod

BobAxelrod

U better go double check don't humiliate yourself in public

Bib u ass u better go double check

Bob u la double check..

Bob


Yg ni salah x betul

CGP kan have only 33.33% of DNex Semi x FULL control la


When the Arbitration goes in favour of MIMA, they would have FULL Control of Dnex Semi Sdn Bhd, and also majority shareholders of Silterra....

Zainal?

Dealt a good hand

Suddenly Black Swan

Debacle