Say jz 3,000,000 used SINOPHARM

Profit say jz RM 50 per case (say selling price RM 35O per case)

Total profit RM 150,000,000

Big windfall

And u know these r low figures

DNEX is kacang putih to Foxconn

Tat is PP has to be 30% not 20% to b more meaning to big co like Foxconn

Don't be confused

Foxconn is buying DNEX la not SilTerra

Foxconn

Karim.. to do a better in d coming announcement n do it quick

Further proof Serbad is widely held

Based d huhahuha created n now tat it is suspended

Isn't trading suspended?

Quarterly reports r not audited

.....right now just require process...

Don't sound like thr r specific issues

Only procedural requirements

If tis is all thr is why can't karim said it in that Tuesday announcement????

Wat besides being a co director karim oso a movie director?? Going for maximum suspense??



LongTermInvestor8 *Serba’s external auditor on statutory accounts 26 May 21 briefing:*

- Cannot mention specifically what issues triggered this, only mention – no RPT involved, - not backdated (only relates from 2020 financial onwards which will stretch to 18months due to FYE change), no worst case guidance

- Doesn’t involve other listed companies i.e. SCIB/ KPOWER

- FYE change from Dec to June is to comply with KPMG request (concurrently), b) KPMG requested an independent review is to ensure accuracy of findings for the additional procedures required for points raised by them, c) the whole audit process being reviewed, not on a particular project or subsi, but for all operations especially in view of COVID19 in certain geography and KPMG wants independent review especially for things not within their normal scope

- Mentioned that KPMG started highlighting points since Oct 20 and Serba had been engaging with KPMG on their issues, but KPMG’s request for independent audit was only made in Apr 21. Serba did not receive reports or claims of fraud. What has been highlighted by KPMG is already addressed, right now just require process of independent review to solidify Serba’s efforts with KPMG

- Mentioned COVID19 also caused delays in auditing process (due to so many countries and JV structures in Serba) and streamlining accounting issues raised by KPMG

- No indication from banks to stop banking facilities at this point

No don't think insiders save tat ma cai who did it have information

Unless Karim is pretending now wayang kulit else don't think he knew he still doesn't know what craps other then wat auditors told him

In PPE wat can go wrong?

In receivables wat can go wrong?

In payables wat can go wrong?

Cash at banks ought to be fairly stated

Wat could surprise karim?

Not likely d biggest one coz karim knows tat one like d back of his hands

So maybe not tat big issue

Bad debts? Not likely not tat many big debtors.. karim again?

If order book wil result in impairment of ppe

If order book karim wil likely go to jail as biggest is from him

noah

It cannot bthose issues u highlighted

Management was obviously surprised

So it is something tat management was not aware of

Caught by surprise

Management does not even hv all d details

Tat is why it is getting a second opinion to chk on d external auditors highlighted issues

Wat kind of announcement

Not details

Can b anything under d sun

Including Karim khalwat

HIBISCUS did well

HIBISCUS did well

PING too?

NIKON

Sui

Smartass

Tis is so common

Anyway hope u learned something

NIKON

Tis is prospective PE.. smartass

Smartass y don't u show me?


tothemoonz Orlando, clearly you do not know how to calculate PE lol

20/05/2021 11:52 AM

NIKON

New beginning

B forward looking

At PE 50 = 1.66

PE whr got 40???

0.0083×4 = 0.0332

0.65÷0.0332 = 19x

19x only

NIKON

BROVO!!! QES

Jz d beginning....

Demand for PP is high

Gonna oversubscribed 10x

Don't worry

USA wil protect Muslims

Like Muslims in Xinjiang





"Possible .... and war."
----------------------------

Israel now targeting HAMAS, TURKI, IRAN, QATAR & MALAYSIA.

Israelis n Palestinian r same stock same race same people

In fact they r brothers

Being sons of Abraham/Ibrahim

War of brothers

Show figures don't always try to show off ur england figures talk louder

Good info

RM 180m in sight

1.5 yrs payback


777 ask ur grp not to lazy double check ur info



Jasonn 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.

15/05/2021 10:24 PM

D gomen had wised up to d fallacy of owning businesses

MAS minus d union wld hv bin disposed of long ago

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

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

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

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

Oso cut cost lo

Higher prices n weaker RM

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

New applications for old chips

Old chips never die

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