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Last Price Today's Change   Day's Range   Trading Volume
0.665   +0.015 (2.31%)  0.65 - 0.67  21,438,300
71,777 comment(s). Last comment by Trevor777 at May 16, 2021 3:48 AM
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OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 12:39 PM | Report Abuse

No SilTerra is selling its existing old tech 200mn products as we speak n at higher prices too

Shd b making big profits even before spending big money to venture downstream


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 12:40 PM | Report Abuse

New applications for old chips

Old chips never die


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 12:45 PM | Report Abuse

Yes, Silterra is manufacturing 200mm wafers for cars and also in acute shortage. Their production capacities is at full limit and how would that relate to their profit margins being doubled or quadrupled? There's also a limit as to how much prices at hit the ceiling.


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 12:46 PM | Report Abuse

Think recovery period of original purchase price is 1.5 years due chips shortages meaning 180m profit per year


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 12:48 PM | Report Abuse

And with good quantities in book orders, the foundry should be a state of good health. Any monkey sitting on top of management could control a profit making company. So, why sell?


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 12:49 PM | Report Abuse

Higher prices n weaker RM


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 12:49 PM | Report Abuse

Oso cut cost lo


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 12:53 PM | Report Abuse

ROI in 1.5 years seems a bit too optimistic, given the future up-grading cost, re-tooling, system coding and downstream working capital investments. Maybe 2-3 years but won't be surprise to start reading some interesting new tech brought in by chinese partners, which would help with solidifying the share value, step by step.


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 1:05 PM | Report Abuse

For Dnex, their inflow should be profits from NSW, undersea cable projects and pumping oil for now. Silterra may just need to be kept afloat and after the investments pumped into it, hopefully, Dnex may not be a penny stock anymore.

Trade at your own risks. Not a buy or sell call. Good luck and stay safe.


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 1:06 PM | Report Abuse

Sell is for d future

SilTerra is stagnant

SilTerra nid fresh funds

Malaysia in need of a ecosystem for semiconductors to support sme for jobs creation

Oso SilTerra as it is is an embarrassment to d gomen a legacy of MM


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 1:12 PM | Report Abuse

I bet DNEX wil not at d least nid to book in a loss from SilTerra tis is enough coz d huha is why buy a loss making co


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 1:14 PM | Report Abuse

Wooah,... Orlando, you all right? Hormone imbalance? Mood swings?


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 1:14 PM | Report Abuse

Tis coupled wit positive news flow on its future plans in d near future is enough


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 1:18 PM | Report Abuse

That's the beauty of corporate exercise. Someone may be able to do a better job. Make meaningful and profitable turnaround. Should you think they can do it, support. If not, then move on. Life's too short to hold grudges, and taking up spaces in the heart.


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 1:19 PM | Report Abuse

Bear in mind d pontential is thr the big big potential is thr

A hint tat d pontential can b realized is all it takes


jlex11
405 posts

Posted by jlex11 > May 15, 2021 1:19 PM | Report Abuse

@Trevorttt & Guys , estimate of the funding position of the company in CASH as at 15th May 2021 :

a Cash as at 31st December 2020 : RM 66.1M
b. PP & ESOS raised from 1st Jan to date : RM 92.5M
c. W Conversion appro 245M shares -1st Jan to date : RM 123M
Total : RM 281.6M

Noted : We can expect more W Conversion from now till the expiry date...which will imroce the company Cash Flow...

Cheers & good luck..


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 1:28 PM | Report Abuse

jlex11...thanks but you may need to recheck...PP & ESOS for 92M??? and 245M Warrants converted???? Very, very certain from Jan to Feb, the warrants were traded at around 0.10 with a quick upwards to 0.305 on 18th February. At this point, mother shares was only at 0.62 sens and not worth the conversion. Anyway, to each their own.


OrlandoOilSemiconT
3566 posts

Posted by OrlandoOilSemiconT > May 15, 2021 1:28 PM | Report Abuse

D gomen had wised up to d fallacy of owning businesses

MAS minus d union wld hv bin disposed of long ago


Kakume
920 posts

Posted by Kakume > May 15, 2021 6:26 PM | Report Abuse

Next week should see trading 0.50-0.55 before AGM


Trevor777
635 posts

Posted by Trevor777 > May 15, 2021 8:06 PM | Report Abuse

Kakume, oh Kakume.....do you know what is an AGM and an EGM?

Do you have insider information that Dnex is on a "Death Wish" to burn all outstanding Warrants? Would the holder pay 0.50 conversion to only see the mother trading at 0.50 sens?

It's a pity nobody answered your posting which seems irregular and pitiful. Maybe we should ignore and leave you alone in future. Get treated.


MF0001
844 posts

Posted by MF0001 > May 15, 2021 8:42 PM | Report Abuse

CALVIN TEACH U OREDI MARH

STILL WAN TO BAG HOLDING LOSER?

HAI YORH

MAYBE

NEED TO TOILET FLUSH

TO 0.30CTS

ONI PEOPLE WILL BELIEVE

:DDDDDDDDDDDDDDDDDDDDDDDDDDDDD


Jasonn
27 posts

Posted by Jasonn > May 15, 2021 10:24 PM | Report Abuse

777,silterra not in 100% full capacity int he past 3 years. you can refer to the investor presentation slide on April shared by dnex mgmt. The capacity in 2018 & 2019 is 50% and 45%+. That's why in the silterra deal, they keep mentioned with cgp, one of the way to turn around is increase the usage capacity.


Michael Kwok
3594 posts

Posted by Michael Kwok > May 15, 2021 10:31 PM | Report Abuse

U may not know.Asean still on lagging on technology.Who know it can be few ringgit if it can turn silterra.Government given chances for this company to reap the benefit of semi-conductor


Moneymore
339 posts

Posted by Moneymore > May 16, 2021 1:16 AM | Report Abuse

Down trend already 6 weeks, no sight reversal yet, maybe after PP, another 2 weeks


Trevor777
635 posts

Posted by Trevor777 > May 16, 2021 2:53 AM | Report Abuse

No.1 Mutherfcker, YOU YELLING AT ME?????? We have no bearing or association with this Calvin or any other person/parties, for better or for worst. Be a man, write in direct, simple English and not circumvent with syntax.

Unless you are holding at the very least, 80 to 100 million shares of Dnex to hammer the current price at 0.665 to 0.30 (73 bids) you're farting from your mouth. If you don't have this small amount of shares, then it's you who ought to be flushed down the toilet to join your brotherly pond scum, with shit floating all around you.

You need to seek medical treatment as soon as possible, and practice anger management. God blessed you with 2 legs, don't crawl on fours.

You are marked "Ignore" on my list and this thread of conversation is terminated.


Trevor777
635 posts

Posted by Trevor777 > May 16, 2021 3:06 AM | Report Abuse

@Moneymore.....we believe that there may be hidden factors or agendas for Dnex to come back to pre-rally price of 0.66. Which is why we are also speculating that she has reached the equilibrium. The reasons could be, and please be reminded that we are speculating only :

1) To pressure the Warrant holders to convert as soon as possible while still profitable.

2) To determine the new PP price, which could have been a done deal at right price and up-holding that promise to said Buyer. Imagine, if Dnex is at 1.00 now and buyer needs to pay 0.80 per share, or at 0.72 with PP set at 0.60?

It's pure speculation and we claim indemnity and prejudice on the above reasoning without real Facts.

Trade at your own risks. Not a buy or sell call.


Trevor777
635 posts

Posted by Trevor777 > May 16, 2021 3:48 AM | Report Abuse

@Michael.....Yes and No. Many are of the opinion that Dnex is on a bailout exercise for Khazanah, and some may argue that it's actually a blessing in disguise, a jewel dropped onto her lap. Anyhow, Dnex is tasked with the collaboration with chinese chip maker as required by Khazanah to stay local.

No, because Silterra is not in the big league of nano chips makers like Foxconn. The up-grading and new lines would cost several billions, and in fact, Chinese government has budgeted USD100 billions for their country's expansion and further ventures into chip making facilities. We can deduce that chips business would be in demand even after humans have built spacecrafts to travel the vast space and beyond.

What we could see being a wise move is to bring in the chinese for co-operation, funding, marketing and most importantly the transfer of technologies. Quite certain many investors would avoid or abstain from touching Dnex should she had opt to go it alone.

For Dnex to go into chip foundry alone, is just like those Construction PLC waving a LOI at your face, or Engineering concern going into Vaccince with a MOU. Ucrest is the latest and also drew some dumb jackass into the trap (people such as Skyinvestor) Pharmaceutical, vaccines manufacturing and bottling requires at least 100 million in capital outlay, not to mention the line calibration, certification and accreditation which may take 3-5 years. Do you know how many years a medical student need to undergo the course and houseman before qualified as a MD? And a company can set up the plant with certification at the twist of a magic wand? So, meantime, they would sell candies for a living?

To turn Silterra around is not the same as Proton as some claimed to express easily. The chinese are experts in OEM, and what we see now are the chinese car models with a Proton badge slapped on and sold at affordable prices. Understand the waiting list is 3-6 months and with the current shortage in chips, who knows when deliveries.

Trade at your own risks. Not a buy or sell call.

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