If situation in China deteriorates DOW is going to crash big time

1.1b is Salcon core competency ?

2.2b

900m to Taliwork

1.1b

1.1b to go

U are obviously not aware Charlie Munger admires Xi

U are obviously not aware Charlie Munger admires Xi

Worst case scenario

Co shareholders balik kampung

Bangla pun balik kampung

Sama sama balik kampung tanam jagung

Wacked gloves companies Bangla get better treatment

Wacked smaller companies which cannot withstand drop in sales like ATA VS Bangla balik kampung

The markeres used are very low

For instance retain a Bangla workers passport... it is forced labour (notwithstanding he may cabut and illegally seek employment elsewhere)

Bangla got conned at home country paid a high recruitment fee... it is forced labour (notwithstanding he willingly paid to get his dream job)


Sure kena one

Market price so low sure told to go fly kite

Don't come disturb anymore

“It is an encouraging start to the year as SilTerra reports a turn-around to profitability from transformation initiatives implemented to enhance manufacturing processes and optimise efficiencies.



“It is an encouraging start to the year as SilTerra reports a turn-around to profitability...


This part is true


...from transformation initiatives implemented to enhance manufacturing processes and optimise efficiencies.


This part not true

Management taking credit for jump in ASP


Took over management from 27.7.2021 how to implement so fast.... the transformation initiatives implemented to enhance manufacturing processes and optimise efficiencies.

The 20m profit comes August and September so RM 10m per month BEFORE the transformation initiatives implemented to enhance manufacturing processes and optimise efficiencies.

Post transformation initiatives implemented to enhance manufacturing processes and optimise efficiencies and LTA signed think can RM 20m per month

RM 20m x 12 = RM 240m per year from SilTerra

Mimos Mimos Mimos

Mimos

Mimos Mimos Mimos

Mimos Mimos

Looks like operators r back at 0.615

6767

Will say u are good if u can tell which part of this is due to waiver of SilTerra debts due to Khazanah by Khazanah


Effect from business combination (Note 12) (c) 264,508

Fragile

Best case scenario.. this new variant is mild and provides natural immunity to further Covid-19 re infection

Worst case scenario... another 2 years of past years and overstretched governments gone bankrupt and civil societies as we know them collapsed

Effect from business combination (Note 12) (c) 264,508


This is not accounting wizardry

This is backed by HARD assets

Do u know what is a bargain?

Do u know what is a bargain purchase?


SilTerra is a bargain purchase


Meaning DNEX paid less than it got out of SilTerra

DNEX paid RM 273,000,000 to purchase SilTerra but got value of RM 537,508,000 out of SilTerra

Paid RM 1 got value of RM 1.967

Effect from business combination (Note 12) (c) 264,508

Biz ok but operator left d at 0.82

Always good to have profit while waiting for bigger profits

Remember SilTerra has been making losses all this while

Bot Silterra for so so cheap

Need to account for non controlling interest

Maybe 1.12



Gerard Lam Correction: Silterra acquisition was completed in end July.

Thus RM22mil is only August and Sep21 contribution.

This means that full 3 months should be RM33mil.

At PE of 45x, Silterra worth to Dnex alone is RM1.88.

26/11/2021 1:30 PM

Right path la

Stil need anymore convincing?

Sinovac was good for original herd immunity plan

U may be vaccinated now

6 months later u r no longer vaccinated

U may be vaccinated now

6 months later u r not longer vaccinated

U may be vaccinated now

6 months later u r not longer vaccinated

U may be vaccinated now

6 months later u r not longer vaccinated

Original plan was to vaccinate 70% 80%

Then herd immunity and Covid would be gone

But covid mutates into alpha beta delta etc

Plan needs to change lo

Pfizer AZ oso going for booster

Original plan was to vaccinate 70% 80%

Then herd immunity and Covid would be gone

But covid mutates into alpha beta delta etc

Plan needs to change lo

Pfizer AZ oso going for booster

Original plan was to vaccinate 70% 80%

Then herd immunity and Covid would be gone

But covid mutates into alpha beta delta etc

Plan needs to change lo

Pfizer AZ oso going for booster

Original plan was to vaccinate 70% 80%

Then herd immunity and Covid would be gone

But covid mutates into alpha beta delta etc

Plan needs to change lo

Pfizer AZ oso going for booster

6288 today

Going up


What people don't understand is that the vaccination rate is going down from 90% to 80% to 70% to 60% to 50% to 40% to 30% as the vaccines effects wane

90% stil no herd immunity is totally bad news


stockraider It is true loh!

There are less concern for covid since 90% of the people are vaccinated mah!

16/11/2021 10:55 AM

6288 today

Going up


What people don't understand is that the vaccination rate is going down from 90% to 80% to 70% to 60% to 50% to 40% to 30% as the vaccines effects wane

90% stil no herd immunity is totally bad news


stockraider It is true loh!

There are less concern for covid since 90% of the people are vaccinated mah!

16/11/2021 10:55 AM

6288 today

Going up


What people don't understand is that the vaccination rate is going down from 90% to 80% to 70% to 60% to 50% to 40% to 30% as the vaccines effects wane

90% stil no herd immunity is totally bad news


stockraider It is true loh!

There are less concern for covid since 90% of the people are vaccinated mah!

16/11/2021 10:55 AM

6288 today

Going up


What people don't understand is that the vaccination rate is going down from 90% to 80% to 70% to 60% to 50% to 40% to 30% as the vaccines effects wane

90% stil no herd immunity is totally bad news


stockraider It is true loh!

There are less concern for covid since 90% of the people are vaccinated mah!

16/11/2021 10:55 AM

6288

777 67 67 67 67

Ban 4D spooked em ang mo

Mkt sell down due to ban 4D?

Mkt sell down due to ban 4D?

Affected by MCO

Nevermind take tis as minimum

Minimum Q results coz got a lot shits

0.0082 x 4 = 0.0328

PE 10X = 0.328

Not counting Sg Rasau

The death rate is low due to measures taken such as vaccination lockdown social distancing wasting hands wearing mask

If lassie faire 100 times more ppl would have been dead

*TRADING IDEA: DNEX* :

*DNEX's consolidation with a bullish bias*

*Resistance:* R1 at RM0.935. R2 at RM1.05.

*Support:* Turtle support is currently at RM0.745.

*Technically bullish bias due to:*
- Price moving horizontally with the TAD being bullish
- Price formation of a Symmetrical Triangle seen after a rally also implies price is consolidating with a bullish bias.

*IF prices rally or breakout:*
- The next resistances to be tested are RM0.935 and RM1.05. Turtle support is currently at RM0.745.

_The analysis above was specially created for NagaWarrants by Mr Afnan from F1 Academy of Technical Analysis.

Suddenly Star........... another round of flying to d moon in store

Hearing of appeal 1.12 tat is why price is moving

0.40 could provide a basis to present to judge to argue for a upward revision of d offer price

Per Edge weekly Salcon is 1 of 9 to have tender

Why all d bullshits??

Deadline to release SIR 26.10 likely wil b released on Monday 25.10

Jz wait lo why bullshit so much

If Karim sold coz of SIR he is guilty of insider trading

So now u know how China feelss whn US piled on all sorts of everything to stop China exports to US

US is crazy they dont know if u don't retain d Bangla passports they will run away

Something's gotten hold of my heart

Keeping my soul and my senses apart

Something's gotten into my life
Cutting its way through my dreams like a knife

Turning me up and turning me down

Making me smile and making me frown