Followers
0
Following
0
Blog Posts
4
Threads
3,748
Blogs
Threads
Portfolio
Follower
Following
2023-01-13 09:01 | Report Abuse
JAKS dapat more than mid teen IRR from Vietnam IPP
Better than mid teen promised dulu
PP sentiasa ready
Sales of electricity is good
2022-12-23 08:35 | Report Abuse
Jangan jangan ada arbitration nos 3
Arbitration on LTA
Mungkin klau semua tied in a bundled deal
2022-12-12 15:27 | Report Abuse
Hujan renyai renyai
Sbb MISTAKE ICPS agreement tu I signed
MISTAKE is it a good defense in ur mind?
2022-12-11 20:27 | Report Abuse
Orang bodoh bob
Simpan for future
BobAxelrod
Posted by BobAxelrod > 2 days ago | Report Abuse
WHAT I WOULD DO IF I WERE MIMA (and won the Arbitration)
When the Arbitration goes in favour of MIMA, they would have FULL Control of Dnex Semi Sdn Bhd, and also majority shareholders of Silterra....
Just do a MBO (Management Buy Out) at fire sale of Silterra, maybe just paying Dx RM200 millions for their shares in Silterra.......and should MITI not bending backwards to grant License.........just shift the whole manufacturing plant to China.....simple, and no hassle.
Bye, Bye Silterra.
2 hours ago
2022-12-11 19:14 | Report Abuse
One more time one last try for old senile bob
DNex Semi control 60% of SilTerra
Klau MIMA/CGP have FULL control of DNex Semi
GCP kan have 100% control of SilTerra
40% via MIMA dan 60% via DNex Semi
2022-12-11 19:09 | Report Abuse
Aisay i3lurker apa da terjadi u dah jadi senile ke ? Sarifah explain sampai terperinci u pun x faham wat happen man?
2022-12-11 18:59 | Report Abuse
U bodoh
Klau ICPS on CGP kan control 59.99% of SilTerra
Tapi MIMA/CGP will not have FULL control of DNex Semi
u faham?
2022-12-11 18:49 | Report Abuse
Gerard
Excuse Sarifah
Pada pandangan Sarifah humble opinion valuation u of SilTerra is way way way way way way too high
Even pemegang pemegang syer x value so way high mcm tu
Tq
Gerard Lam
At current valuation, investors are basically pricing in Silterra to be worth zero to DNeX, which is an impossible scenario.
Let's assess what are the outcomes of the arbitration, and its impact to DNeX:
If arbitration favours DNeX:
If the arbitration favours DNeX, DNeX would retain 60% direct interest in Silterra, and CGP would retain 40%.
Next question would be would CGP sell out?
If CGP sells out - Other chip majors such as Foxconn (already have a direct interest in DNeX and working to build a 12 inch fab with DNeX) would highly likely acquire this 40% stake. This would further leverage DNeX's postion in the EV industry and boost Silterra's value
If CGP does not sell out - then Business As Usual.
If arbitration favours CGP:
DNeX will be left with 40% stake in Silterra.
Let's say DNeX sells out its 40% stake, this would equal to a potential proceed of RM2.4bil to DNeX, being equity value of RM6bil x 40% = RM2.4bil.
RM2.4bil, would be RM0.76 per share, being RM2.4bil / 3.16bil shares (Just for Silterra portion, not including DNeX's other business that are worth around RM0.47 per share, taking a brokerage house's estimates)
In no scenario would DNeX value just be RM0.55 (pricing in 0 value from Silterra), as the worst case would be DNeX owning 40%, instead of 0%.
2 days ago
3 hours ago
SarifahSelinder
... being equity value of RM6bil is way way way way way too high
DNeX sell out its 60% is no go
3 hours ago
2022-12-11 18:48 | Report Abuse
U duduk diam diam
Let Sarifah talk to Gerard
2022-12-11 18:39 | Report Abuse
ICPS maximum baru let MIMA/CGP have 33.33% in DNex Semi
U bodoh ni too complicated for u? Can follow?
2022-12-11 18:37 | Report Abuse
How can CGP has FULL control of DNex Semi?
2022-12-11 18:36 | Report Abuse
BobAxelrod
U bodoh
CGP control 40% via MIMA
DNex control 60% via DNex Semi
At the moment DNex control 100% of DNex Semi
U faham?? Can follow?
2022-12-11 18:28 | Report Abuse
BobAxelrod
U better go double check don't humiliate yourself in public
2022-12-11 18:26 | Report Abuse
Bib u ass u better go double check
2022-12-11 18:18 | Report Abuse
Bob
Yg ni salah x betul
CGP kan have only 33.33% of DNex Semi x FULL control la
When the Arbitration goes in favour of MIMA, they would have FULL Control of Dnex Semi Sdn Bhd, and also majority shareholders of Silterra....
2022-12-11 18:00 | Report Abuse
Zainal?
Dealt a good hand
Suddenly Black Swan
Debacle
2022-12-11 17:56 | Report Abuse
SilTerra mungkin worth RM 6b on everything beautiful everything cantik not one hair out of place scenario
But definitely not on sold off scenario
2022-12-11 17:48 | Report Abuse
Point ni salah x betul
LTA signed kat SilTerra
Dispute kat DNex Semi
BobAxelrod
Posted by BobAxelrod > 2 days ago | Report Abuse
Strike One :
Magician wrote "new" LTA signed with US corporation........
Who would sign any partnership with a company embroiled in Legal suits, legal battles and disputes???
2022-12-11 15:05 | Report Abuse
... being equity value of RM6bil is way way way way way too high
DNeX sell out its 60% is no go
2022-12-11 15:01 | Report Abuse
Gerard
Excuse Sarifah
Pada pandangan Sarifah humble opinion valuation u of SilTerra is way way way way way way too high
Even pemegang pemegang syer x value so way high mcm tu
Tq
Gerard Lam
At current valuation, investors are basically pricing in Silterra to be worth zero to DNeX, which is an impossible scenario.
Let's assess what are the outcomes of the arbitration, and its impact to DNeX:
If arbitration favours DNeX:
If the arbitration favours DNeX, DNeX would retain 60% direct interest in Silterra, and CGP would retain 40%.
Next question would be would CGP sell out?
If CGP sells out - Other chip majors such as Foxconn (already have a direct interest in DNeX and working to build a 12 inch fab with DNeX) would highly likely acquire this 40% stake. This would further leverage DNeX's postion in the EV industry and boost Silterra's value
If CGP does not sell out - then Business As Usual.
If arbitration favours CGP:
DNeX will be left with 40% stake in Silterra.
Let's say DNeX sells out its 40% stake, this would equal to a potential proceed of RM2.4bil to DNeX, being equity value of RM6bil x 40% = RM2.4bil.
RM2.4bil, would be RM0.76 per share, being RM2.4bil / 3.16bil shares (Just for Silterra portion, not including DNeX's other business that are worth around RM0.47 per share, taking a brokerage house's estimates)
In no scenario would DNeX value just be RM0.55 (pricing in 0 value from Silterra), as the worst case would be DNeX owning 40%, instead of 0%.
2 days ago
2022-12-08 08:07 | Report Abuse
Gerard like this baru la steady
Ok ni la wat Sarifah jangka and hope to see
Bagus
Gerard Lam
SilTerra's new LTA was signed with Pacific Biosciences (Nasdaq listed).
Agreement entails a 4 year take or pay supply contract of for MEMS advanced biosciences chips IP by SilTerra, at an average ASP of 3x current chip prices due to it being specialty chips
2022-12-06 18:03 | Report Abuse
Share la public info kat public can't u see ramai yg nak tahu ramai yg tengah panicking
2022-12-06 18:01 | Report Abuse
Apa ni PM PM PM dah jadi kongsi gelap cara mcm JAKS ke?
2022-12-06 16:27 | Report Abuse
Sell associate co... bagi special dividend?
2022-12-06 15:39 | Report Abuse
Knp all of a sudden naik? IB bikin coverage? Listing of associate co kat NASDAQ?
2022-12-06 11:52 | Report Abuse
Dnex ni mungkin ada governance issue senyap senyap je secretly sold more than 55% to CGP
Covert operation??
2022-12-06 11:36 | Report Abuse
Aiya Gerard apa point u attend agm klau take je wat management feed u? Buang masa
2022-12-06 09:52 | Report Abuse
Gerard tolong tanya Zainal and post the reply here can?
2022-12-06 09:49 | Report Abuse
AGM hari ke? Boleh tumpang tanya Zainal
LTA ada availability payment or capacity payment ke? Mcm rental of facilities
Sekurang kurang nya ada minimum
Stock: [DNEX]: DAGANG NEXCHANGE BERHAD
4 days ago | Report Abuse
Dnex bisnes nya contract chip foundry
LTA ada availability payment or capacity payment ke?
Klau ada sekurang nya ada minimum
Klau tidak susah jugak kan affected by chips glut resulting in low volume loading
2022-12-01 19:06 | Report Abuse
Dnex bisnes nya contract chip foundry
LTA ada availability payment or capacity payment ke?
Klau ada sekurang nya ada minimum
Klau tidak susah jugak kan affected by chips glut resulting in low volume loading
2022-11-18 15:31 | Report Abuse
Pada hikmat Sarifah
Sykt China suka je bikin economic benefit shareholdings whereby profit dia ambil tapi not control of company (refer JAKS Vietnam IPP)
MITI x faham
2022-09-15 09:28 | Report Abuse
Sarifah think most likely ada FAF kat kontrak
Also doing just in time maksud nya order minyak upon receiving orders from vessels
And patut ada some sort of bunkering service charge
Ni la cara Sarifah kan do this bisnes
x IR email nak deep dive pon cannot
2022-09-15 09:22 | Report Abuse
Bang.. we are talking about bunkering
2022-09-07 19:25 | Report Abuse
Co x IR email tak investor friendly pon
2022-09-07 19:22 | Report Abuse
Can elaborate sikit?
Raiz368
Oil prices down will be better effect to P&L company.
3 hours ago
2022-08-30 12:04 | Report Abuse
Harga down trending
Beli 100 esok drop to 85 rugi gila
2022-08-30 12:02 | Report Abuse
Klau selling back to back then petrol stations tak kan complain making losses when petrol down trending kan?
Byk yg complain especially bumi petrol stations operators kan?
Blog: HRC: My official report to HRC in-house Board Whistleblowing Committee (Draft)
2023-01-29 10:31 | Report Abuse
In meantime u better employ a bodyguard a 24 hour bodyguard