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2,569 comment(s). Last comment by pamaladu at Mar 15, 2019 10:50 AM
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calvintaneng
25202 posts

Posted by calvintaneng > Feb 23, 2019 06:07 PM | Report Abuse

QL RESOURCES VERSUS DIALOG GROUP (Compare Price Chart & 5 Years EPS) Calvin Tan Research

https://klse.i3investor.com/jsp/blog/blpost.jsp?blid=2222&blpid=194764


ky75
106 posts

Posted by ky75 > Feb 24, 2019 08:58 PM | Report Abuse

Dialog in right track, buy before it fly
https://aogm.net/long-term-positive-seen-for-pengerang-due-to-location/#.XHKSyNIRXYW


calvintaneng
25202 posts

Posted by calvintaneng > Feb 25, 2019 12:10 PM | Report Abuse

Now today i got someone whataspped me in Spore

He owns DIALOG for over 20 years since year 1996

Too shy to post

This is what he said about DIALOG

"Must share w u. 1996 dialog was listed at rm2.75. that the year my girl was born. i bough ik at ipo balloting n still hold on. that 1k is now worth abt rm620k. it paid for mygirl edu all the way to australia.

still got bal...n its now paying for my son college fee"


plroo7
148 posts

Posted by plroo7 > Feb 25, 2019 12:25 PM | Report Abuse

Wow!... So good - Calvintaneng..


signalmw
2172 posts

Posted by signalmw > Feb 26, 2019 01:11 PM | Report Abuse

周一国际原油期货价格急跌逾3%,因美国总统特朗普在推特上表示原油价格过高,并暗示石油输出国组织(OPEC)应该做些什么事来阻止油价上涨。受特朗普的推特影响,美国原油期货价格滑落至逾一周以来的最低水平。


Marcum
19 posts

Posted by Marcum > Mar 5, 2019 09:06 AM | Report Abuse

Dialog drop very big soon BP pulling out of the phase 3 services agreement.


Fabien Extraordinaire
982 posts

Posted by Fabien Extraordinaire > Mar 5, 2019 11:17 AM | Report Abuse

mind to share your source? or your own speculative statement?


ky75
106 posts

Posted by ky75 > Mar 5, 2019 03:57 PM | Report Abuse

Haha Marcum, you better short selling now and earn a big angpow from them. Is the time to show your power...


Marcum
19 posts

Posted by Marcum > Mar 8, 2019 11:48 AM | Report Abuse

Dialog cannot grow tank terminals internationally as are not competitive as an international epc


pamaladu
19 posts

Posted by pamaladu > Mar 10, 2019 09:01 AM | Report Abuse

RAPID has capacity to refine oil at 300,000 barrels or 47,619m3 per day.

Phase 1 completed storage 1.3mil m3 todate, additional 0.43mil m3 in progress. If required, can add another 0.57mil m3 in Phase 1.

Phase 2 has total 1.7mil m3 storage capacity

Langsat has total 0.95mil m3 storage capacity.

Total storage now in Pengerang and Langsat will be 4.38mil m3 about 3 months reserve storage to meet RAPID requirements. This has not yet considered storage for petro chemical products, storage for oil already refined or chemical products. They have another 0.4mil m3 storage in Kertih

Assuming storage charges about RM8.50m3/ month Dialog expect to earn gross RM40mil/ month for present storage capacity. They will also operate and maintain Deep Water Terminal 1 and 2A where they will collect berthing charges. They have spent the Capex, so hopefulle EPS will be improved. Phase 3 under negotiation for development of another Terminal, storage and downstream developments.

Dialog also diversify into plant and tank maintenance and most importantly Catalyst Handling Services to improve refinery and chemical production not offered by Serba Dinamik.

I anticipate profit and EPS will be gradually increased though revenue may decrease.

https://www.theedgemarkets.com/article/dialog-acquires-balance-60-equity-interest-ec-dialog


pamaladu
19 posts

Posted by pamaladu > Mar 10, 2019 10:34 AM | Report Abuse

Dialog also doing e-business via e-petrol since 2007 but doesn't seem to be successful. Its website states that e-petrol can also be used for welfare :

"Welfare Management - platform and services for the delivery of welfare aide directly to recipients, while offering donors a transparent reporting mechanism to ensure that their donations are received by the intended recipients. The primary payment instrument used is the MyKad"

Now the government is looking for e-vendor to implement its petrol subsidies. Will Dialog be a forerunner?

https://www.nst.com.my/news/nation/2019/02/461304/implementation-targeted-petrol-subsidies-schedule

Dialog started with EPCC but is now getting competitive with lower profit margin. Dialog is aware of this as stated in their Annual Report, hence EPCC and upstream will be added bonus only to Dialog's business. The management has demonstrated resilient.


pamaladu
19 posts

Posted by pamaladu > Mar 10, 2019 07:54 PM | Report Abuse

Pengerang 1 - 5 berthing terminals
Pangerang 2 - 12 berthing terminals

say average tanker size 200m, berthing charges RM5/hr

hence, 17 x 200 x 5 x 24 x 30 days = RM12.24mil/ mth
= RM147 mil/ year
Say only only 70% usage = RM102mil/ year gross revenue


pamaladu
19 posts

Posted by pamaladu > Mar 10, 2019 08:01 PM | Report Abuse

Rotterdam
30 mil m3 independent storage available for 400mil population

Malaysia & Singapore
14 mil m3 independent storage for 3 billion population

Hence, there is a potential growth for independent storage in this region


https://www.mdbc.com.my/wp-content/uploads/2018/02/MDBC-NL-Emb-Historic-Links-PITSB.pdf


ky75
106 posts

Posted by ky75 > Mar 13, 2019 01:29 PM | Report Abuse

Another wave for dialog


plroo7
148 posts

Posted by plroo7 > Mar 13, 2019 02:16 PM | Report Abuse

Hi Calvintaneng - today up... Any good news...


Marcum
19 posts

Posted by Marcum > Mar 14, 2019 09:08 AM | Report Abuse

No power. No growth potential for justify the high PE. Sell while u can.


kolim13
68 posts

Posted by kolim13 > Mar 15, 2019 01:07 AM | Report Abuse

GPFG clear stock ,hold tight.


Marcum
19 posts

Posted by Marcum > Mar 15, 2019 09:20 AM | Report Abuse

Relation with Puma Energy is not good. Puma not using Dialog services in Australia, America. Company is better. Our blessed d cannot compete outside of Malaysia.


pamaladu
19 posts

Posted by pamaladu > Mar 15, 2019 10:50 AM | Report Abuse

Appear Dialog's e-petrol has good potential as their system appear to meet the requirements for deserving recipient only using MyKad. It is already tested and running for many years which includes the remote area in Sabah and Sarawak.

https://www.theedgemarkets.com/article/new-targeted-fuel-subsidy-mechanism-not-finalised-yet-says-dep-minister

https://www.malaymail.com/news/malaysia/2019/03/14/targeted-fuel-subsidy-mechanism-to-be-finalised-in-july/1732733

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