DNex:

Silterra value: RM2.7/share
Ping Petroleum (Oil price at US$60): RM0.35/share
ICT segment: RM0.15/share

Total DNex value: RM3.2

The worldwide chip shortage is likely to cause chip prices to burst upwards. TSMC and Taiwan chip peers had hiked chip prices in 2021 by 15%.

https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-and-Taiwan-chip-peers-weigh-new-price-hikes-for-autos

Palmboy, likely the RM0.30 x 160m been sold and immediately absorbed by new buyers today.

Twin engine of growth, oil&gas + semiconductor.

Sky is the limit.

Manin40, what I meant was Silterra is a company of national interest, thus cannot be held majority by foreigner. This of one of the factor that led to the DNex consortium winning the bid from Khazanah.

However, DNex in itself (the listed company) must also be held at least 50.01% by Malaysian (Institution and Insiders combined). Otherwise, DNex may have a risk of losing full Malaysian control.

Thus, I believe Institution and Insiders will accumulate to maintain the 50.01% control at all times.

If you refer to the 2020 Annual Report, the shareholders are fragmented, thus having the risk of foreign control. So I believe large local institution and insider have been accumulating.

How much is DNEX worth?

https://klse.i3investor.com/blogs/GLam/2021-02-16-story-h1541112318-How_much_is_DNEX_worth.jsp

2. Keep in mind that Silterra must be held majority by Malaysian. This would mean that Dnex must also be majority owned by Malaysian.

Based on the 2020 Annual Report, it would be easy for foreigners to accumulate in big portions. Thus, likely that the insiders or Local Institution will accumulate to ensure that DNex is 50.1% held by locals.

Based on Beijing CGP Investment Co Ltd's revenue and profit target for Silterra, Silterra's value to DNex alone is worth more than RM2.70

https://www.nst.com.my/business/2020/12/647663/dnex-chinese-partner-outline-nearly-rm1bil-turnaround-plans-silterra

Beijing CGP Investment Co Ltd's revenue and profit target for DNex are:

Target value: US$1.5bil (RM6bil)

Revenue: US$350mil (RM1.4bil)

Profit: US$75mil (RM300mil)

Based on most semiconductor stock valuation now at 30x PER, Silterra's value to DNex alone is potentially worth RM2.70, being;

30x RM300mil profit / 1.998bil shares (60% share of Dnex in Silterra) = RM2.70/share

At current price of RM0.5, DNex is more than 3 times its fair value.

all in

cheap to buy now Imhkevin?

good

dont forget Awang (Deputy CEO) has connection with Karim (CEO).

Do you think Karim want to see Awang die and suffer with Minetec?

Awang has personal contacts too with Sarawak and Perak

Jeffrey Ng and YY Cheah are both human waste material that should be sent to Mars by Elon Musk.

JP Morgan also said Tesla is worth $80 and shorted since $400 and losing almost $1bil on Tesla shorts now

1% left of Topglove shares to be shorted by JP Morgan and their foreign associates. Don't let foreign investors fool you to sell

As expected, foreigners shorted huge amount of Topglove shares today (11% of total traded volume) after their associate JP Morgan wrote a unreliable and non factual analyst report on gloves yesterday.

There is only 1% left to short Topglove (4% cap set by Bursa).

Their current shorted average price is RM5.9 for Topglove.

If the price can sustain above RM5.9 before the 4% cap is reached, all short sellers will officially lose money and forced to buy back at higher price

Note that most of the short sellers are foreign investors (scums), and

JP Morgan's clients are mostly foreign investors (scums)

Their report is written with ill intention by stating all the negative and fake news instead of facts from management and reality of covid situation. Shame on Jeffrey Ng and YY Cheah

CDC guidelines is only Guidelines, not the law.

Majority of US State clinics still use gloves to administer vaccine.

Just watch the news (CNBC, CNN, Fox). All videos show US nurses using gloves.

CDC issue that guideline is because there is glove shortage. The normal procedure is to use gloves.

JP Morgan on the other hand, was just fined US$1bil for manipulating metal futures in Dec 2020

How do they make back their losses? Using dirty tactics

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safer to buy D'Nonce

better buy Dnonce (twin engine of growth of glove and E&E)

https://klse.i3investor.com/blogs/GillianTan/2020-10-20-story-h1534735160-The_only_pure_glove_related_counter_that_is_still_undervalued.jsp

super_newbie, you should use RM3.8mil x 4 quarters / 289 = RM0.053 EPS x 12.4 = RM0.655c

D'Nonce has hit profit stability plus growth in next quarters from burst in orders for trays and cleanroom services in HDD/SSD in Thailand. Just look at JCY's projections. JCY has operations in Thailand too.

On top of this, supplies to Topglove and Sri Trang are at 100% capacity (per interview session) with 50% capacity increase by early December 2020

They also have capabilities in import and export of vaccine vials (did not rule out vaccine vials ventures) and chairman has links to another Singapore listed company that supplies disinfectant materials (ISDN)

Above statement is all facts based on interview.

notice that speakup and Dr. Sim goes around to discredit people in glove counters. Bad behavior that caused them to lose their hard earned money.

you can still make money if you let both your ego down

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