No Hedge Fund will ever buy any shares in legacy chip manufacturers anymore.
All are dumping shares to invest in Samsung, AMD, Intel, NVidia and ASML and some say Applied Materials.

The new EUV produced advanced chips have "already" been designed to exclude all known legacy chips manufactured by companies like INARI or Silterra.

The "new cartel" have already started investing USD1 Trillion per year from 2022 to 2027, a total investment of USD5 Trillion.
These products will totally 100% replace all known legacy chips.

Companies like Silterra and INARI will get zero revenue.
and companies like Silterra and INARI will NOT be allowed to buy those new machines.
Blocked by US Government export restrictions

Once Silterra shuts down => DNex will be left with crude oil only
can actually buy DNex on weakness just by calculating Oil Division earnings only.

The nature of shares is that it will swing violently due to market sentiment
and likely one day DNex will drop until its below its Oil Division valuation

its nothing personal
just business

ALL those semicon companies in Malaysia will be totally shut down.
Its not only INARI

=> thats a very teeny weeny small consolation

sure
whatever
will still be good for gambling tomorrow

will be very difficult to make money though
coz shares are forward looking and forward locking.

the Death Ratchet mechanism is one way to 3 sen until 2027
by end 2023 Death Symptoms will be very evident

I stopped playing such Death Shares
coz price action is driven by insider news shared to family and friends
and share price can actually limit down consecutively for many days

kakakakakaka
so silly .......... I disown you as my son

very Dramatic
I believe there will be many Death Spikes before its goes to 3 sen

I wonder how Malaysia will survive with all the semicon companies in Malaysia forced to shut down.
as they say ........... its only semicon, not a full con.

Jurassic Park => "Nature will find a way"

I find it highly suspicious ..... whether Khazanah was briefed by the US Government before they sold off Silterra to DNex.

even Silterra is affecting DNex somewhat.
all these semiconductor companies will be wiped off the map of existence.

Sell or Die cases are so Dramatic and interesting !!!!!
:-o

looks like 43 sen will need more days

~ Dec 2023 => 1.50
~ Sep 2025 => 75 sen
~ June 2027 => 32.5 sen
~ ? => 3 sen

Half Life of 21 months ........... Count Down now

once 1 winding up starts
it will snow ball bigger and bigger
already got a handful of winding up orders
Reason for the rescue stated by politician is purely to save those people's high salaries. Thats weird right?
actually reason for bankruptcy are those high salaries never reduced during bankruptcy in the first place.

Post removed.Why?

may drop
I will propose to increase Director Fees by 25%

Post removed.Why?

Post removed.Why?

April Fool mari for this Refuse Refund company

profits and dividends can only support a share value of 20 sen to 35 sen each
NTA only 70 sen each
at 50% discount to NTA per share is 35 sen each
so the earnings vs share NTA are proportional
only the market price of RM1.70 per share on monday is way over valued

sslee
btw does floods affect any Indon palm oil estates there?
its all good there right?

sslee
I believe this export levy will be the final solution
Indon will tweak the amounts from time to time and thats about it

sslee
thats why I said you shud stick to what you understand.
You are already sitting there and know all info.
No one can cheat you.
Just dump INSAS when its profitable and never look back

Sslee

Indonesian DMO 30% where exporters need to prove 30% local sell before government give export permit is impractical to implement for the simple reason exporters already signed contracts with foreign buyer hence fail to deliver is contract default

To keep local CPO price low the government can just increase the levy so that the local CPO price is theoretical international price minus levy minus export duty.

20 minutes ago

tell us something we do NOT know .....
Small Retailers like the Rakuten 11,000 only account for less than 0.5% of the purchasing power inside BURSA.

BURSA had always been Whales vs Big Sharks vs Small Sharks
When I sit at Bangsar eating and drinking ,..... always overhear people losing RM10 million or losing 3 shop houses to those whales.
Making profits inside BURSA is the exception and NOT the rule

Thats why I never bother begging people to buy any share coz it makes no difference at all. Whales will decide whether BPlant up or down....

profits and dividends can only support a share value of 20 sen to 35 sen each
NTA only 70 sen each
at 50% discount to NTA per share is 35 sen each
so the earnings vs share NTA are proportional
only the market price of RM1.80 per share is way over valued

its NOT casino, Casino depends on statistics

its gambling
10 gamble 9 lose thats according to Chow Yuen Fatt, the God of Gamblers

sslee
Mike Cheat You Crazy is being funny as usual
the per share basis is the only way to compare different companies

crude oil going vertical
planes and cars will burn palm oil again

crude oil is climbing
later will be cheaper to burn palm oil as biodiesel => palm oil shortage again

no need to look see ....... FCPO will be up next few months as well

sslee
avoid any palm oil counters without dividends
if you have any eunuch without dividends and its still profitable,
just dump it off and move to ONLY dividend paying counters
long term there is a huge difference

yes
a few other persons already came to that conclusion on Leno.
He was too greedy.

Principle => Got Profits Take Profits usually applies

you will never know the lowest lows and the highest highs.
When its reasonable just whack it....

to my other id sslee

the sole reason palm oil is still good for some time yet is because competitive oils are having problems.

https://www.ofimagazine.com/news/chinas-oil-plants-shut-down-due-to-soyabean-shortage?msclkid=153c3953a59511ec8c68ad57c47be60d

to my other id sslee

leno no balls to buy now
every time declare monday a LU day but last minute on monday his balls shrank and retracted back into his body.

been happening few mondays until it becomes a known standing joke.

to my other id sslee

you better stick to something you know and that is palm oil plantations.
the next time Leno pumps up Insas to above 1.00 just dump it

normal volatility
the support is now 92 sen where it last u-turned

do not be frightened
Heart must be steady.

Palm oil plantations, risk factor is very very low, its still there though.
We have PORIM, Palm Oil Research Institute of Malaysia to study plant disease, insect attacks etc etc.
Technology is very mature.

whereas single factory companies like PChem and Heng Yuan can just go kaboom
Its very risky and your investment may end up in smoke.

Post removed.Why?

Post removed.Why?

do not be frightened
Heart must be steady.

BPlant is a good buy now
limit your exposure to BPlant to between 30% to 70% of your total portfolio depending on your risk appetite.
Those who all 100% in Serba lost 100% of their money.

of course someone mentioned 13% dividend

conservatively at 92.5 sen you will certainly get above 10% dividend yield for the next 3 years.
since BPlant is very financially stable its 100% guaranteed pregnant fat female duck dancing in the streets for you to slaughter.

Huat Ah!!!

Hang Seng had dropped from 24,500 plus on 15th Feb 2022 to as low as 18,200 on 15th March 2022
many had margin calls and they did the necessary evil.
They sold down their profitable counters or sold off those that dropped less.
Hang Seng had since gone back up to 18,800
The worst of the China lockdown margin calls are over..... hopefully....

Hang Seng had dropped from 24,500 plus on 15th Feb 2022 to as low as 18,200 on 15th March 2022
many had margin calls and they did the necessary evil.
They sold down their profitable counters or sold off those that dropped less.
Hang Seng had since gone back up to 18,800
The worst of the China lockdown margin calls are over..... hopefully....

Hang Seng had dropped from 24,500 plus on 15th Feb 2022 to as low as 18,200 on 15th March 2022
many had margin calls and they did the necessary evil.
They sold down their profitable counters or sold off those that dropped less.
Hang Seng had since gone back up to 18,800
The worst of the China lockdown margin calls are over..... hopefully....

Hang Seng had dropped from 24,500 plus on 15th Feb 2022 to as low as 18,200 on 15th March 2022
many had margin calls and they did the necessary evil.
They sold down their profitable counters or sold off those that dropped less.
Hang Seng had since gone back up to 18,800
The worst of the China lockdown margin calls are over..... hopefully....

Responsibility for fraudulent trading
540. (1) If in the course of the winding up of a company or in
any proceedings against a company it appears that any business
of the company has been carried on with intent to defraud the
creditors of the company or creditors of any other person or
for any fraudulent purpose, the Court on the application of the
liquidator or any creditor or contributory of the company, may,
if the Court thinks proper so to do, declare that any person who
was knowingly a party to the carrying on of the business in that
manner shall be personally responsible, without any limitation
of liability, for all or any of the debts or other liabilities of the
company as the Court directs.

its plain Fiction Shooting
if keep on shouting Monday Fiction,
its just possible that based on Laws of Probability... a Chinese person might get run over by a bus on a Monday in Perth ,Australia.
Then someone will claim his Monday Fiction is very accurate.

based on past fortune telling predictions aka "Monday Fiction".....

maybe next monday will become a "Growth Share" ?
what a Joker !!