Very positive upturn in their result. Expect another end year special dividend paid out. CPO average prices for 1st 8 months { Jan - Aug } app $4,130 per tonne. August CPO prices above $4,500+.

Show tight trading range at 42 - 45. Need a clear break out

1.66 sen dividend ex date 15 Sep

FY 2020 result saw net loss widened to - 73 million from - 46 million in the previous year. FY 2021 may be worse off after the G3 disposal. Share base has been enlarged with 2-3 rounds of PP shares exercise. Start up costs for GP new business into investment & money lending

ISMAIL Sabri PM9

ISMAIL Sabri PM9

ISMAIL sabri PM9

Coming qtr result ending Jun 21 will be announced in the last half of August

Foxconn needs the Silterra chips for their Thai set up

Hard to fight against RSS

Post removed.Why?

Sabah CM post will be switch & changed from Bersatu to Umni

Currently Malaysia is the worst performing index in this region. Our MYR has slid to 4.24 against the USD and 0.65 against the Yuan. RHB projected the MYR may drop to a low 4.30 against the USD. Technically should be good for exporters { eg Glove makers and CPO exporters}

Bad for Malaysia. Facebook & Google both skip Malaysia for the new 12,000 km undersea new cable project "Apricot" linking from Guam, Taiwan, Philippines, Thailand, Singapore and Indonesia. This is the 3 new project undertaken by Facebook & Google to bypassed Malaysia. First was the Echo, Bifrost and now Apricot linking the Asia Pacific region. What happen to our Multimedia ministry, MITI, Transport etc

This time a strong possibility of the DPM coming from Sarawak { PN or PH}

Asked yourself how the covid pandemic was handled. How the economy suffer, people lives lost, business shuts, the SOP twist and turn, double standards in enforcement, outright lying in the house of Parliament, do I need to say more?

Think of the possibility market price of oil in 2-3 years when the oilfields are all up running at full capacity. We may not hit the jackpoint but oil is liquid gold. Think of DNex as long term investment.

Always trade within your means. Never never borrow from Ah long. It's a money trap bros and sister

Interim dividend of 1.5 sen per share paid in April 21 possibility of another 1 sen { final or special dividend} at a later date

the 697 million warrants covert into ordinary shares is really huge. The conversion has enabled DNex to raise additional 348 million cash in their coffers. This is something substantial & not ordinary. Only a big cap funds have the resources { conversion price + warrants = 50 +35*=85 sen estimated cost. This is not a buy call. Please do your own reseach

Both Karim { CEO} the major shareholder and his co founder { Abdul Kadier} has not dump their shares. Both trying their best to resolve and settled issues raised by KMPG. If KMPG lose the case.{ the 44 partners} need to pay the 2 billion sought by Serba for consequence losses. Even the court apportioned the damages.by half. The 44 partners need to sell their property to cover the court awards

rumors of a foreign fund { emerging as a shareholder} circulating in the pipeline after conversion & exercise of the warrants . Not discounting the source is from China after Foxconn { Taiwan} has a 5% direct stake in Dnex

Warrants exercise by this group of long term investor will not depress the prices. App 697 million warrants have been converted into ordinary shares on July 31. The high number of conversion showed the warrants holders have showed their trust in DNex growth projections. DNex net app 350 million from this warrant conversion

Totally agreed. But our local KLSE is the worst performing index whether gloves, tel communications, semi conductor, oil palm, construction etc but our MOF { Tengku Zafrul} sings a different tune

Latest update on KMPG misconduct in UK { news from Guardian dated 5/8/21}
Please read
KMPG was fined a near record of £13 Million for misconduct and reprimand by the requlators. The FRC tribunal found one of KMPG partners help push a bedmaker company {Silentnight} which was a client of KMPG to insolvency to enable a private equity group {HIG}to buy the business out of administration. A betrayal of trust and a failure to act with integrity

Agreed. call warrants are indirectly suporessing the mother shares. Its a money game

Brent crude prices down to USD 70+ per barrel down from previous high of USD 77+ per barrel

All companies are affected. Construction, sales & production are all hit by the FMCO lockdown.

KYY doesn't target big cap companies. KYY likes and favour mid cap and family owned companies

TSH stuck in narrow price trading range of betw 1.00 - 1.05

Go for mother shares. Warrants may look cheap on paper but please studied the conversion price and the lifespan.

DNex core business are now focus on IT technology, semi conductor chips manufacturing business, undersea cables mainteance and not forgetting the local government contracts. A company need a sizeable shares size to operate in this segments. Without the warrants conversion you are unable to compete with the competitions. All the warrants holders are long term serious investor and unlikely to flip the shares

Existing BPlant 4 Sabah Oil Mills supplying CPO to IOI refinery and PGEo group

Tough for anyone to carried $10 billion debts. Interest alone kills you

Hopefully things can move higher

Past 4 years all loss making [started from 2017,2018,2019 & 2020} disposal of G3 global will hit & impact more on GP bottom line.

Price already down from 45 to current 38 {15%}

KLK acquired IJM plant for 1.53 billion. Bplant planted acreage is bigger and their Peninsular located at prime land. Good for IOI Corp and IOI properties

Support at 20 sen

Yes. TG, Supermax, Kossan, Harta was the darling stocks and superbull last year

Everybody have their own views. Buy or sell is at your discretion. Just do your own research and take a longer view

Always believed the Shorties keep pressing down the shares. Bursa should temp ban the RSS

The key question? Is the key shareholders dumping the shares or stated buying back. The

Yes. Export value for palms much higher thanks to better CPO prices. But SOP still struggling and lethargic

On paper glove should be higher with the new Delta spiking up cases

Khazanah have its own special property trust funds

This counter { DNex} not for goreng kaki or big sharks. Shareholders are top heavy institutional funds. They don't go for short terms play { look how patiently they hold and covert the warrants} acquistion of silttera from Khazanah, Ping petroleum, renewal of government contract,Indonesia mainteance cables contract and now the new cloub computing platform. Showed this are serious player

Buy at your own risk? Nobody but your own self is answerable not KYY or OTB

True. Despite acquisition of Silterra and Ping. prices hardly moved and infact DNex drop and fell from their previous high of 90sen

New PP price rumored fixed at 18 or 19 { 20% against market average traded price}