..posted by lailaiz9 yesterday....Dnex gem stock enjoy unlimited fly, Dnex semiconductor fly, submarine cable more and more projects coming fly, nsw government project contribute 3 years guarantee revenue fly, 90% ping shareholder oil and gas business recovery fly, benefits from mydigital fly, 5 flying in future
21/03/2021 8:25 AM
this is not a buy or sell call...pse trade at ur own discretion..

FYI,if u have been in stock market for more than 20+ yrs ,there is no one good stock that goes up in a straight line ...only newbie does not know know but if he knows a bit of arithmetic,he will appreciate
d "sawtooth" or pattern waveform...
Pse have a reality or sanity check with ur doctor.

Dear HenryChin,facts dont lie,tongue twisters not twitters will lie to bluff newbie to take advantage of poor newbis who were just born trying to figure out whats going on...
Predators in d animal Kingdom do that to their prey..so watch out ur back newbies!!
G.Lam yestrday had done his homework & currently fair value(FV) of 1.80..
Yes, DNEX FV = 1.80...but may go up higher with time....if profit margin increases as v have seen in glov rally last year if memory is still good...v have to wait till @least 3 - 4 Qtrs for DNEX to peak its price...time does not lie....

orange88..if u want to convert, u have to calculate total cost will be X(warrant price u purchase ) + 50.0=Y
u can compare Y to todays closing price 86.5 sen...simple as abc

10Bergkmp & omega...i have faith in both d CEO & what d co is doing in 4 diff disciplines...aka a conglomerate...I m x- o&g industry but speciality is in semicon stuff in networking...
I m here to stay to see it bears fruit till 2022Q1...i m expecting exponnential growth in this co with all 4-in-1...my avg cost is below 50.0
Submarine,semicon & oil r what i m made of....he who dares wins...last year i won some in d glove rally...history repeats itself...next will be semicon rally...undeniably ..semicon shortage is 1-3 years from now....i dare bet...cheers & goodnite everyone.

Covidcovid...if everyone dies of covid,,can get 7.0 sen ,end of d world.

Michael Yeo, throw ur tickets @74.0,no need 66.0, I have q ady..waiting to bite ur dangling bait

submarine cable contract will boost its sentiment,more works r coming to d 7,000 island Archipelago & also in d region.. a fact, not a fallacy

open higher,close green..

Tuancapital,i believe in u,next,coming soon ,next change as in d old cinema advert...

D outlook is: Ping Oil & Silterra will contribute d most...as in our earlier forum calculation,a few of us have shown rhat ping oil contributes Profit before tax + RM127 mil/yr...assuming oil price avg USD 55/barrel..
3000 bpd production rate x 0.9(Ping owns 90%) x USD(55-20) x 365 days x 0.9 (10% downtime)
USD 20.0 operating cost or Opex...
3000bpd= barrels per day as in meeting with CEO recently

Trevor 777 & Goodboy , I strongly agree with u!!! V unlikely mother can go down below 90.0
If ever happens, a flash in d pan, may be 89.5 but will rebound fast...S.h..ar.r..k ..s r waiting only...
Hard to catch.....Silterra has been factored in 0r priced in ady....no doubt about...if v can understand d Corporate world, all their leaders know each other v well...

DEN 1027,if u have been folowing closely recent developments,revenue of Silterra is 500 mil...if u believe d figure , give a 20% net profit...100 mil...with an asp of 20% each quarter till Q12022 ,forecast net profit of 15% will be about 120 mil /yr.
DEpending what PE u use to calculate, PE 20 (considered low) fair value =1.06 is for Silterra alone.
Of course, I leave to u all guys to dispute my figure.. that value is for year Q12022 (12mth- profit)
We cannot compare P&L when GLC runs VS a capable team....its 2 different worlds...or...oceans apart.

DEn 1027, not a matter of if signed,but when to thumb print..news have been out..CEO of such calibre as an X-MD from both upstream & downstream in Petronas is not a fool....to let a gold mine pass by...

Michael wants cheap tickets..so do I...pse throw to me @ 66.00..i just need 30k to make 6 digits ez count....\Trevor i have warrants bought @avg 29.0 ...i convert becomes 79.0 only.. Anything below 70.00 i sapu & sell my warrants...make sense?I m not joking..

ScaLix,I wud prefer ur lower fair value of 1.75 for a worst-case scenario...anything above is a bonus..Sometimes, Murphys Laws come into play.

good luck TATOWER....Everly Brothers"Dream.Deam,dream...
The Power of dreams..Honda.!

"Patience is a virtue"

BigPortfolio,I trust Boilerm in in good hands of QL management...Bravo!

TATOWER,i ketawa baca ur comment...u mau cheap ticket..bole cuba..

I believe u can fly Boilerm..something's smoking at d smoke stack..."smoke on d h20" said Santana...

something must be brewing...at its boiler...i smell spirits..

BigPortfolio,
dont mind if u can share ur rational or simple arithmatic

ScaliX & Ironshirt, d contract for submarine cable works is( 3+3) ..yrs.. value can be increased as and when deemed necessary,,,that is how contract works .. i had a chance to prepare such contract before.... submission of claims upon completion of stipulated works...usually big cos. terms is 30 days...I rem works r in Indon & d region, means I think SE.Asea...
New Idon capital is Samarinda/Balikpapan...massive cable laying for hi speed connectivity over next few years...Infra preparation like housing ,utilities over next 3 years as I read about d development in d new capital

dont wait till July 31...cos a 3rd party is processing it....
Give them 3 weeks to process as a safe buffer...so submit ur hardcopy with bankers or cashiers order..so i wud suggest u submit on r about 30 June +/- 3 days..i m courier it about that time..

PaulLim ,u r correct!..
For my case,i bought warrant@29.0, so i have to pay 50 sen...when converted to mother become 29.0+50.0 =79.0 my actual cost..still cheaper than 90.0+ sen now

...to make extrapolation...

my simple arithmatic without fwd PE 15 is 2,70 ...i m not a savvy IB...just a layman after researching all d 4 discipllines Dnex is engaged in..still researchinng to fine tune its face value..not a buy call...i compare its peers current value 7 make extrapolation ...it is a conglomerate with fluid dynamics.

ramai orang hipokrit yg jaga kepentingan masing2...newbie,duit kita yg beli,bukan mita duit dia..
KIta tidak perlu layan orang hipokrit....pse dont waste ur time..

i m researching on something that can push Dnex up by another 18.0 sen....waiting for my network to respond..just thinkiig out of d box...

Now is"regrouping "time
If u have read Sun Tzu, "the Art of War" u wud appreciate his strategic thinking.

J.Keung,no worries,"Patience is a virtue"
"Rome was not built in a day"

Mabel,DNex does not have 4 bags in her arsenal,There's 1 more missing..
Wait for 1 more positive announcement before it's pentagonal rocket boosters fire to Mars....
Not a matter of if but when...only field guys know this... m not accumuating but enjoying the ride as a pax..

Hi guys & Mabel, assuming Siltera &subsea r not factored in , Dnex current value shud be min (97.0 s + 40.8) =137.8
Hibiscus prod rate = 5000 bpd
Ping prod rate = 3000 bpd...Anusuria cluster has 8 wells,do no whether mother or satellite platform.
Hibiscus current price + 68.0 sen ,by ratio ,Ping shud be :40.8 sen.
Of course valuation is higher if use fwd price earnings of 30,40,50 ???

Michael R. u forgot about submarine fiber optic maintenance contract worth xxx mil over 6 years.
Its a (3+3 )Yr contact. Jakarta capital is relocated to Kalimantan Samarinda or Balikpapan..
Dnex has its Telecoms subsidiary in Indon. Its maintenance vessel will also service d Asean region.
There is a HOD or MOU on this collaboration btween Dnex sub & PT.Indo

nicholas99,
Any Director or top magemt spouse who buys & sells shares has to declare as part of SC rules,else he can be fined heavily or jailed or both..because there r lot of privilege info like buying Silterra,which can be taken advantage of. Our rules r not as stringent as advanced economies countries....they term it as vested interest..

Huat arr ..As i read more in Silterra website,they have just upgraded production capacity from 35k to 45k/mth..just like any assmbly line, u need d necessary tools...only available from exporters from Holland co. ASML...& these chip making eqpt is a 20+ yr technology...200mm started ard mid 1990s...though 2 decades old but still widely used cs stil relevant in most sectors like automotive,Industrial ,lifesciences,consumer electronics...& to expand needs huge capital outlay...fortunately we got Khazanah big brother to support,else dont what will happen to Silterra future....thats why its bleeding Khaz to d tune of more than 2 billion since 2000s ..sometimes they call it a white elephant..
Now is a supercycle for all node process semicon industry...just like glove in 2020..from pure play foundry like Silterra, IDMs & fabless cos...d whole semicon ecosystems r flourishing now...
V got to hit while d iron is hot...
And Silterra is producing max capacity now,fully booked till end 2021..ASP keeps on rising \x
So we can see next 3 Qtrs, financial results will be excellent...Dnex has won d bid & will acquire it..
Putting thumbprint is just a formality..all our Corporate leaders r brothers -in-arms..
From KWSP CEO,Khazanah CEO,DNex CEO,etc...one way or another, either buddy in U,old boys school...or in x..cos they worked for...

soonheng,it(Silterra) not only has KeyAsic,it has customers in d US, China,Taiwan,Korea,Europe
Most r Fabless cos..Silterra has an office each in Taiwan & San Jos, Calif, pse go to its website & read more. U may be read in awe on d process (nanometer) nodes & all segments it possesses..

just a wishfful thinking that all Glove lovers hug DNex ,followed by by KWAP & KWSP...
What happens when tsunami happens....

no more cheap tickt next week guys...must believe out team trajectory projection..dont deny science..u can call bomoh to put barricade..

nicholas 99...i like ur style
rr88 in total breakdown now. i am calling tanjung rambutan to collect him now.
12/03/2021 4:02 PM... let Dr.Singh jab his ass

just b like Mabel for example,be gracious & supportive..I love ur style Mabel..

newbie,pse do not be scared,believe in urself,v have veterans here who had played shares since 1997.....dont be influence by sick ppl to trap u...

Zoo negara ada banyak sangkar kosong masa Covid .ini.....

dont waste ur time fellow investors,march on....to ur journey, not destination..

orang putih panggil nya insane...short circuit d CPU nya...sbb semiconchip pun dah short..thats y Dnex melambung

itu orang hipokrit dan tidak siuman...buang masa melayannya..guna reverse pycho...

leave d sick pychopath alone..he is in his own world...split personality..suicidal..plse be warned..dont be distracted by him..v dont owe him anything..its business as usual...if in US & talk in d street like that, he wud have been history...he does not have any bearing on our own money..sick bugger...lets trade & exchange our productive ideas

too bad,too many little & sickly Napoleans in this forum struggling for attention...a few of them need to visit phychiatrist....

iPlay,I think 17 mil fine had been booked in their accts. in 2018..& has been acrrued every year till pyment made.thats y there was a reversal of 7 mil last Qtr, when fined was reduced.. An accountant wud understand this,pse correct me if i m wrong..