1st Upgrading and expansion at Silterra (EXISTING) plant?????? Estimated RM700M 2nd Built and co-own another wafer plant side-by-side to Silterra??? Estimated 3-4 B 3rd Avalon require RM400 M to facilitate pumping in 2024
dnex too small company to play nano chip.. 1.5billion is the lowest estimation. see tsmc.. TSMC and Sony Group to invest 1 trillion yen ($9.19 billion) to build Japan's first 20 nanometre semiconductor plant
Expecting some rotten tomatoes and smelly eggs aimed at me..........why so quiet now????? hahahaha..........Don't EXPECT anything, and you won't be disappointed.
Ooooh Itu anjing777 wake up from pengsan already…. Dare not wake up since after the MOU announcement…. Now after dropping a bit…. Wake up and bark again like an anjin gila…. Hahaha
in response to SvMs query re steep fall in dnex's price on 12/5 i wrote at 4.51pm that a rebound is expected and at 93.5 it is a perfect ab=cd pattern and as a rejoinder i added on 13/5 at 9.49 am that the bullish ab=cd pattern target it is 1.09 for swing traders
Yes, you're right. We don't know anything. We only know when to buy and when to sell. We know what is Cold hard Cash in Bank, what are JV Agreements and what are "MOU"
777..... fyi.....because of the MOU......... we sapu at .93 - .95..... and next day 1.04.... today touched 1.09... I told you earlier.... you claim to know everything about DNex..... I told you, you dont know what you dont know !!! An MOU is an MOU.... nothing solid yet !!!.... you can continue to speculate and argue... and argue... and argue.......I continue to sapu LIMAU berbakul bakul today.... more LIMAU to come. hehehehe
whatever you say .... hold water or no hold water i dont care... I sapu at .95 and out 1.08.... apa lu mau lagi ?.... no waiting to buy back.....no time to argue with you... Jeng jeng jeng..... LIMAU manyak manis wow..... hahahaha
Tan Sri / BOD will be in better position to answer about the planned future expansion to 12M mask layer per year in 2024 in light of this JV.
Perhaps the JV could replace that plan thereby saving DNeX a chunk off RM700M. Also offers many restructuring options.
Would be the JV be be at the holding (DNeX) or Silterra's level? How would DNeX funds the JV? Spin off and list Silterra? CGP Fund is a PE so would they exit once the JV is in place?
I am not a mind reader or would like to predict things except to say that there is a ready "in-house" customer for the products from the JV.
As the JV is with a "western friendly country" the products and the production technology would be free of sanctions.
Thus we have access to market and technology.
Not a slam dunk but its up to the company to screw things up.
Peace
Posted by ogre2021 > May 18, 2022 12:31 AM | Report Abuse
hi @jwblacklabel today dnex announced mou for jv with foxconn subsidiary to build & operate 12-inch wafer with capacity of 40K/month.
what are your thoughts on this wrt silterra planned future expansion to 12M mask layer per year in 2024 for an additional cost of rm700M? pls refer to link below, based on the NST report, the current silterra expansion to 10M mask layer will be ready by early 2023.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Trevor777
3,055 posts
Posted by Trevor777 > 2022-05-18 09:22 | Report Abuse
Hibby above 1.50 !!!!!
Dx with such good MOU still only up 2c??????
And CGP Funds (China) got ramp-butt? This MOU is only with BIG........hahahahaha