G.Lam,u miss submarine cable worls

ks worth 200 mil/3yrs,its a (3+3 yr contract)

Bergkamp ,Silterra bid ady won by Dnex, all priced in, signing off is just a formality..they in GLCs r all buddies behing d scenes..dont think price will skyrockrt if CEO says thumbprint today..
V need d big Fund boys to mop up ..like KWAP,KWSP & China fund....its dirt to buy chip foundry @ RM 470 mil...its all publics $$ since 1990..
SMIC,TSMC,FoxComm,X-fab,Nuglobal Ventures r all envious of d price tag...Anyone of them wud have grabbed if not for national pride.

pse make ur wise judgement guys.

wll said Trevorr ,With a reserve of 26 mil barrels, assuming a constant prod rate of 4750 (2375 x 2) per day non stop,it will last about 14 years..

As i read meticulously about Silterra mamufacturing, it has all what industries require:
Life Sciences e.g.DNa sequencing,biometrics etc...
Automotive:e.g. infotainment,car lighting, wiper control,etc..
Consumer electronics : TVs Pcs,cellphones..etc..
one of directors said they are going to focus n Automotive
Silterra CEO said they r manufacturing # max capacity with ASPs going up...
Available process nodes r between 65nm - 165nm...pse read more on its website
Silterra is well known in China as it helped built a factory in China in 2018 at a cost of RM 2.9 bill using 200 mm process.

All key personnel from that factory were trained in Kulim HiTech Park...amazing.

Good day guys:
Goldberg,I found prouction rate for Anasuria cluster
Ping's share is 2375 barrels/day...pse recalculate if u wish..

Agreed Vespa. u r on d $$$ .Its d Semicon thats d golden goose. ..big big demand in China & d world over...

Guys, i searched in d Edge, correction ,proven probable reserves is 26.6 mil barrel of oil equivalent (boe). I cud not find production rate.. Earlier quote of 3000 bpd is an example only..

Tq iPlay for sharing,
Note: Operating cost (opex)/barrel in that field is only 19.00 - 20.00,inmaterial how much oil price when Dnex buy..
Means v good margin/barrel:
e.g..if todays price is 67.0,margin is 67- 20=47.0 / barrel..
if production rate is 3000 bpd = 47 x 3000 = xxxxx USD gross profit/day..

I rem the probable oil reserves in that field is 62 mil barrels

Lifeunlimited,last day to convert is 30 july ,but dont do it last moment,cos if u miss,burn ur money..
Get a form,send bankers cheque & do it 3 weeks before expiry.
This is due to a 3rd party processing it...I just ask my remisier today.She said it takes between 14 - 21 days to process..

A lot of nego is brewing btwn Dnex & CGP team...we will wait for d victorious formula...it will be a push//full factor like a couple falling in love with each other....Dnex needs d fund & CGP needs d semicon fab to quench China's thirst for monumental growth in all its industries...China is btwn a hard place & a rock....Dnex & CGP will have to be in a compromising position to satisfy Chinas dreams & Khazanah has to let go a white elephant..

How long oil can sustain 70.0 & above is anybody's guess as Dnex will roller coaster with crude oil price...Goldman Sachs or its peers say can hit 75.00 & above. Time will tell..d only catalyst that can provide upward momentum is Semicon play..its d pivot or hinge..so far Khazanah has been honoring its words, Shahril does not speak with a fork tongue like Trump...it's a cliff hanger now..

I have great faith in d CEO as he had both experiences in Petronas Upstream & Downstream .
No wonder he dare acquires Ping Petroleum..
Acquiring Silterra is like putting icing on d cake...Dnex Semicon will trive & flourish under his stewardship..May not be like TSMC but Dnex Semicon will be a force to be reckoned with....He has d attributes to lead d conglomerate to peak performance like in an F1 racing competition as a champion.

KMCHouse,i will follow anyone who can see d future 3 days in a row but bed last to bet..lol

just for statistics:
China imported chips worth USD 220.1Bil in 2017 but only imported USD162.3 worth of crude oil..
Surprised?

Tq iPlay,i learnt electronics as an engineering student in 19-73-76, semiconductors is my stuff,i hands on it as a technical guy.. working with Govt after getting Scholarship..then move on to join d biggest publicly traded oil co in d world still doing netwoking/electronics ...I am interested in this Dnex/Silterra as an investor cos i c its hugh potential & a lot is at stake..its confidence buillding and i do my own research & i dare bet against d odds....
Just ponder this as someone said earlier..
Intel...USD60.00 d cheapest semicon in NYSE...
Nvida..USD 200.00,is it?...d most expensive
TSMC about USD 23.00..or RM 90.0...
Not possible for Dnex to even be 3% of TSMC if it ever acquires Silterra...???
U think its impossible to hit RM 2.70 after next 3 QTrss with all other business segments in its house..food for thot tonite!!
Good nite guys

Silterra 200 mm wafer chip size is in great demand now....20 yr old tech but widely used in car industry.4 of Fords plants in d US r scaling down prod due the severe shortage. So r Fiat Chryler,VW & several others..Nodes for 200mm range from 6 - 65nm.
The 2nd hand 200mm chip tool is hard to come by now.....Rpt says 200mm chip is still relevant till 2030 ...it is a mature chip proven by its durability % reliabiity.

for a pessimist, tomorrow is always doom & gloom ,lived in d past ,not contented.
for an optimist, tomorrow is another beautiful to look fwd to,
btw,rr88,dont brag about ur 300+ lunch,shows how shallow ur thinking power is..
even Ronaldo has a private jet but never brags! Who & what r u?
REad more boy!

Mabel just woke up from her hammock!

I do not know about CEO v much but I heard he turned ard Perodua.
It will be great if he is an X- CEO who has turned ard Perodua.. silterra acquisition will be timely (at d right time & right place.....he will capitalize & realize Silterra potential for peak performance..dynamic & dedicated CEO will find great personal satisfaction when he sees his co makes record profits...sometimes its not d $$ he admires d co makes but to see so many successful ppl like his staff prosper & bring smiles to them..a great Malysian successful story.
As credentials & accolades pinned on will enable him to move on to greater responsibility..and share d fruits of success with his team... he will not claim credit alone...if u working in a great co. ,u wud understand esp so when CEO rewards his team... a hard breed to come by nowadays...hope he is one of them which will bring Silterra to its glory..
Cheers guy!

Maridien, accding to CEO(x-EPF CEO)in d Edge,he is asking for 470 mill. only..Appeared also on TV3 i think last nite. This is dirt cheap price. What he wants is spurring other support industries,thus job creations.
As I researched more over last 2 weeks ( I m an investor),it cost USD 700 - 1400 mill to build then by TDM..taking exch rate of 2.6 ,it cost RM 1882 mil if v take lowest price.. A bargain for DNEX if it were to sign up..causing envy to other cos,... to build new one nowadays cost USD 1.0 - 4 Bil...
The beautiful part of Silterra is its 200 mm wafer... no need 7nm,5nm 0r 3 nm nodes...for car industries... TSMC is buiding a new fab in Austin ,Texas for USD 17 bil,ready only in dec 2023..
Samsung is buiiding one in Arizona,ready in 2025 buy those 2 r for diff industries, some for US dod use...v hi tech.cud be for SLBMs.

200mm wafer is highly sought after by all car industries..Most car subsystems use this node cos of its durabiity & reliability.. Silterra cant even cope up with demand from Malaysia & China combined,let alone other regions of d world. Report says all global capacity for 200mm r tight till end 2021 caused by Covid disruption & JIT methodology. Priority r switched to consumer electronics.. Ford & many other car produders r scaling down production at many of its plants due to severe shortages.Boom for Silterra.

Willl travel at Mach 1.0,2.0,3.0,4.0 & so on...time will tell

Dnex is a hidden gem,waiting to catapult as a shooting star...from a silo...

Gooner82,i believe that u r v familiar with PE calculation.thumbs up

One ssmicon chip factory had closed..Do not know what happen..
May cause more chip shortages..
Toyota,FiatChryler,VW,Nissan etc..r scaling down production due to chip shortages..

While glov price is landing slowly, wafer price (like choc wafer cream),is climbindg on a steep curve,everyone is craving for it. Pse go & google Malaysias top 10 tech cos.(chip industry)..
MPI ..37.00...d most expensive...
2021 is another bumper year for chips...possibly overflow to Q1 ...2022

Hi guys, yesterday I gave a simple calculation without EPS or P/E whatever u may call it .
Recall Dnex will be worth min. 1.33 before even prod starts..cos of its asset..NTA or NCAV ( Wall St.terminology)
When CGP/SMIC injects RM 1.0 bil,say 50/50 ..Capex/Opex..
Assuming 500.00 Mil is injected , in d asset acct book will add another 500/5126 = 23 sen..
That value is spread out or amortized over say min 5 years before depreciation..500mill to buy plant /machinery
...the other 500 mil ,i wud assue to pay off Khazanah (210+146 million)
Make sense?
So value of Dnex with Silterra onboard is 1.33 + 0.23 = 1.56...just ponder over it.
P.S.. Sliterra 200mm wafer is desperately needed for car industries subsystems,electronic dadges, 5G smartphones & base stations..
US has req TSMC & SAmsung not to sell to others except to US & allies..
Market in China alone is so huge for all its industries....Huawei,Xiaomi,Geely,Great Wall, even aerospace & othr military hardware to name a few...

DNex may get a few miilion into its account..give div to shareholders

I think DNex is going to sue The Edge for 2018 news....niat tidak baik..deliberate malicious intent to tarnish Dnex reputation...no public apology accepted...

NO need China fund...,IB,KWSP & KWAP dah cukup to pecah all tembok..
Monday baru bagi China fund pulak pecah semua tembok...apa kata?

a shooting Star ! to Mars...

opening price min up 4.5 sen...75.0..anything above 75.0 is a bonus..everybody is chasing...Chinese guys,KWSP,KWAP & all IBs....what will happen next?
Que Sera Sera, whatever will be will be...

Guys,if u want to make quick bucks,pse go to Genting! U get VIP treatment..do u know that they can pic u up in a Merc & bring u up to d table with blue chips....Free food & hotel...no need to bash us up here poor investors....u dare?

Pse read d book :Trust no one" then only u understand more about human behaviour....

Rumor mongers want to scare off bilis or newbie cos want cheap tickets...

pse dont jump d gun guys..."patience is a virtue.."

Road to 2+ and above is in d making

Agreedd 200mm in great demand now..
I m not an IB Analyst but for d moment v forget about depreciation...
I m just making assumption & I may be wrong in my simple calculation.
Min cost 4000 million (USD 1.0 Bil)
Liabilities is about 210+146=356 mil
Silterra (land ,building,EQPT -ASSET) = 4000 - 356 = worth 3646 mil/2156
1.69 per share..
discount 33% =1.69 x 0.7 =1.18/share.....something to ponder! V dont have to fight here.
DNEX:1.18 + subsea cable + Ping Petrol+ Govt contracts = $$$ G value...gold
This is before production starts...of course needs upgrade for retooling / reengineer/refurbish
& Big brother from CGP is injecting RM 1.0 bil....do u think they r joking?
There r only 3 foundries in China that i have read about..i dono if there r more..
US & allies r choking China on semicon chips..what happens when u r pushed against a rock???
I m just happy to get 2.75 & muchas gracius,Adios amigo!
I m an X- o & g guy specialising in Radio Telecoms in offshore..
Good luck guys....

To build a new semicon foundry costs btwn US$1.0 - 4.0 billion.
Any eexpert here can give an estimate how much is Silteera alone worth if DNex agrees to buy?
Samsung is building a new foundry in Austin,Texas for US$ 17.0 bil ,to be competed end 2023

keep long guys..my tp to sell dnex 2.75...may b feb 2022

not mid 70s but involved in semicon /transistor studies in 1973 _ 1976....peer with Steve Jobs...

i read a lot about semicon foundry built by Samsung & TSMC in Austin Texas & Arizona..v interesting...talk about 3nm,5nm & 7 nm nodes..pse Google
I m a transistor guy in mid 70s..

poor Pang 72 becomes pangsai....kakaka

i m laughing a u all borak2 like this in forum...m also investor...i enjoy all d drama here as it unfolds...can make movie actually

pse open ur mind investors.like jumping from aeroplane ,but dont open parachute!

3 international cos chasing to buy DNEX.....they know its giant potential...d golden goose..so to speak..

D 1 & only in MY.
It takes 2 -3 yrs to build

any one wants to sell @50.00 tomorrow, i will ngap,ngap for 20k only, will pass balance to hungry
guys q ing behind..

fly Robin fly...i believe i can fly