Anybody can info what’s up in the EGM? Keep us posted guys.

LET‘S GO!!!

Saw the link. What login id oh? Where to find it ?

Who’s got the link to watch EGM?

Let’s do a price prediction at 11am tomorrow if the following wins ,
TY = ?
Heeschen = ?


My prediction is,
TY = 0.065
Heeschen = 0.155

Bursa reprimands Dataprep, directors | https://www.klsescreener.com/v2/news/view/1204945

How one can deduce T doing well? Brought the price down from 20+ cents to 0.04. Brought the company to PN17. Good performance? H comes in brought the price to 13 cents straight? Doesn’t that show you the market confidence in H Vs T? Simple maths. If we want KNM to be back to its glory days then I suggest H is the solution. New blood, new hope. Just my 2 cents perspective. Peace ✌️

Why all talking about knm into arms manufacturing? Got any write ups? Please share ya.

I have searched everywhere with no official news from respectable newspaper portals, bursa, SPRM official website, or social media platforms. So I believe this is hantam politic sendiri shiok news?? Does anyone tend to differ or share more verified information?

Apa hal oh sekarang. Turun pulak tiba tiba?

Robot gone haywire?

Apa Hal oh ini hari? Got new from Saudi side or what?

Seems like this exercise and future push might be real for a nice push.

Anybody knows how many excess share application and payment paid 01 Mar 2023 05:00 PM ?

So when the OR shares will appear in our CDS accounts ?

So till now nobody knows what the arbitration is about for certain ?

Sweet September ma. Besok PH leh. Wait Wednesday baru go go go till Friday!

Warrant bila boleh show in our CDS account?

New boss coming

Ok it’s done. Next week up up up!

Bila mahu gerak ni?

https://www.malaymail.com/news/malaysia/2021/09/08/kedah-macc-nab-glc-ceo-three-others-for-alleged-power-abuse/2004074

Anybody received news that EY submitted the review to SC today? Korek news sikit ya. Tolong info info sikit.

DNEX on Unity Rocket already. ETA in 2 weeks time.

Stated clearly due to conversion of warrants ma

Ya la. Apa the others baca oh??

Baby Shark : Stay on course. It will hit before month end. Have faith.

Titicamara: Ya lor. Supposing. Don’t forget about that DKV incident two months back. Plans postponed so got to wait further lor. We are all trapped. Hopefully plan restart by mid next month lor.

Limitup123 : I will join you goreng Bitcoin after it touches 23,000

PP is another news coming later. Up up up and away.

Told ya in afternoon don’t miss the boat.

You can forget it. Check tonight’s announcement

Hi all. 26 more minutes. The ship is departing. Don’t miss the boat. Don’t call the captain after that. He ain’t coming back for you.

Mac: what catalyst coming oh to hit 0.05?

Don’t forget Tranmile’s case. Ended up kosong from 14.40!

end with 1

last chance today, monday holiday, next tuesday will fly till Friday... don't miss the mega ship. Next week look behind can't see the price with the number "8" anymore forever....

2ND HALF MAGIC SHOW ON THE WAY

ALL THE WAY TILL NEXT FRIDAY....GO GO GO!

Nobody looking for SERBADK’s CFO to explain yet?
Another 2 days limit down then I go in 9am sell 9.45am on Wednesday. Let’s go!

Hon Hai yang penting

Quite the opposite

Taloha, you mentioned Serbadk. Any insider news? Would be great if it’s them taking part of the PP.

Hold DNEX for today closing

???

Nobody buy the edge copy meh this week? Next week fly.

Next week should be green green week. Good luck to all.

*Recent Corporate Exercises*:
1. New ESOS: 5% of total no.of issued shares (5 years) Objective is for retention of talents.

2. On-going PP: 20% of total issued shares (raised RM118.7m from the placement of 431.5m shares)

3. Conversion of warrants- raised RM47.2m from conversion of 94.3m warrants

4. New PP: 30% of total no. of issued shares (if required) subject to the approval of shareholders at EGM to be convened in 2Q2021.

5. Been talking to some banks to raise debt as well beside the placement.

*Silterra*
1. DNeX 60% Stake, CGP 40% stake, price to book for acquisition at 1.89x.

2. 120m to be injected within 180 days of completion of acquisition

3. FY2019 revenue: RM396.5m (Asia: 49.6%, USA: 3.5%, others: 30.1%, Europe: 16.8%)

4. Optimistic about the outlook on the demand for semiconductors. More than RM520m (c.+31% YoY) of revenue for 2020 alone (information from Khazanah).

5. Outlook: Global semiconductor sales to grow by 8.4% in 2021 to USD469.5bn

6. Demand for semiconductor growth would be driven mainly by EVs.

7. First plan for Silterra is to turn it around

8. Have budgeted RM200m of capex to be spent over the next 2 years

9. Recorded a slight net loss for FY20 but is slated to be profitable in FY21 based on current ASP trend.

*CGP*
1. AUM: RMB 18.1bn (USD2.77bn), silterra would have access to CGP Fund’s network of semiconductor companies.

2. Rationale behind acquisition is so that China can have secured supply on semiconductors and tap into the capabilities of Malaysia. Could use it as an avenue to come up with new products.

3. CGP has turnaround experience. CGP has transformed Silex into the most advanced pure-play foundry by revenue for MEMS devices. Silterra would not need to spend excessive amounts on R&D for Micro Electronic Mechanical Systems (MEMS).

4. Plan to improve capacity from 480k p.a to 500k p.a, utilisting CGP’s expertise with regards to transfer of technology, further optimize cost and tap into CGP’s network of clients.

5. 2018 Wafer production: 241k; sales: 223k; ASP: RM2082, 2019 wafer production: 217k, sales: 231k, ASP: RM1636

6. Silterra will produce new products for MEMS by working with SILEX, no.1 MEMS foundry in 2020

7. Improving utilization of CMOS core with process upgrade and remove bottlenecks.

8. Will improve ASP margin, Silterra is running at full capacity of 30k wafers per month, Average ASP margin to increase by 30% from mid last year

9. Will optimize the usage of MIMOS, can outsource some of the R&D to MIMOS, at USD3m per annum

DNeX is pushing hard to complete its internal transformation in June to prepare for impending acquisitions

ESOS price to be determined in a week.

*Energy*
1. Hope to finalise acquisition of Ping by June, most regulatory framework has been done.

2. Able to optimize ASP from Crude from ownership of FPSO

3. OGPC - bagged a contract renewal from PetDag worth RM7.4m for 18 months from 19 February 2020

4. New principal in Donaldson Filter from USA has resulted in a supplied product contract to Petronas MLNG for RM1m.

5. Able to position OGPC to supply more services to Petronas from better oil prices, to negotiate more long-term supply and maintenance contracts with Petronas.

*Telco Developments ( CS DNeX Pacific Link)*
1. Bagged a contract worth RM12.18m for the main lay work of submarine cables in indonesia via consortium with PT SMS and TelkomInfra for 63 days. (Google and Facebook investment in Indonesia to create big market for submarine cable business.

2. Close to finalizing long-term contract with target date next week, 3+3 year contract with MS SKLL contract with TelkoImfra (Partner), to lay cables in Indonesian waters. Many interest of potential clients from Japan and Korea to do cable laying jobs for them.

3. No lack of jobs and opportunities out there for this vessel. A typical contract involves a standing charge (fixed charge), USD5m a year daily rates based on repair/laying USD48k/day.

4. Will look at the performance for this vessel first before expanding the business.

*DNEX Analyst Briefing takeaways*

Low Jin Wu did the note below.

*Trade facilitation*
1. Secured 3-year contract extension for NSW commencing from Sep 2021 to 31 Aug 2024

2. New services: Global exchange hub for eservice of electronic documents between traders and relevant authorities. (working very closely to with MITI)

3. Partnered with National Water Services Commission (SPAN) to develop a centralized and electronic licensing and permit system.

4. SealNet - Global halal-meat tracking, plans to export the system to other countries when ready. Received good feedback from Government.

5. Pursue My Digital Initiative aimed at accelerating digital transformation among public and private sector in Malaysia

*SI & IT*
1. Finalising implementation of iGFMAS, existing contract until Aug 2021; pursuing maintenance for iGFMAS application project. Vying for an extension of the project.

2. iGFMAS contract size is estimated to be around RM30-40m.

3. Smart City Solutions, expecting to sign an MoU with Iskandar for Smart city this month. Good feedback from DBKL currently

4. Total remaining contract value from AI solutions: RM79.4m (Kementerian Air Tanah dan Sumber Manusia, LHDN, Public Sector Data centre)