Posted by BobAxelrod > 2022-12-07 18:33 |

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Posted by BobAxelrod > 2022-12-07 18:36 |

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Posted by Gaussian > 2022-12-07 18:44 | Report Abuse

The person who signed the ICPS voluntarily resigned ?

Posted by BobAxelrod > 2022-12-07 18:50 |

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Posted by Gaussian > 2022-12-07 18:52 | Report Abuse

He lost the election?

Posted by BobAxelrod > 2022-12-07 18:54 |

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Posted by Gaussian > 2022-12-07 18:58 | Report Abuse

Good news coming soon. Lol

Posted by BobAxelrod > 2022-12-07 19:01 | Report Abuse

The more you buy, the more you lose......the happier I am.....LOL

Posted by Gaussian > 2022-12-07 19:06 | Report Abuse

Hahaha

Posted by Gaussian > 2022-12-07 19:25 | Report Abuse

Need to kick out all the bad apples only then the price can rocket. Lol

Posted by Cuncun7 > 2022-12-07 19:29 |

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Posted by Pinky > 2022-12-07 20:11 | Report Abuse

Serba DyNexMik

Posted by OngKawKaw > 2022-12-07 20:46 |

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Posted by OngKawKaw > 2022-12-07 20:47 | Report Abuse

SERBA…

Posted by Gerard Lam > 2022-12-07 21:22 | Report Abuse

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

Posted by baby snake > 2022-12-08 00:17 | Report Abuse

Another conman... bcareful..

Posted by SarifahSelinder > 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

Posted by BobAxelrod > 2022-12-08 08:14 |

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Posted by BobAxelrod > 2022-12-08 08:35 |

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Posted by BobAxelrod > 2022-12-08 09:13 |

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Posted by OngKawKaw > 2022-12-08 09:17 |

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Posted by Sharewire > 2022-12-08 11:25 | Report Abuse

Dnex is gone!
Dnex wont be smooth sailing
Dispute will create havoc to share price.
Like dickyme say 0.20 coming

Posted by NatsukoMishima > 2022-12-08 11:35 | Report Abuse

Too many sour grapes want to buy dnex at cheapest price !

Posted by BobAxelrod > 2022-12-08 12:33 |

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Posted by BobAxelrod > 2022-12-08 12:59 |

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Posted by OngKawKaw > 2022-12-08 15:01 |

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Posted by vespa > 2022-12-08 16:13 | Report Abuse

forum full of shorties talking their book

Posted by Gaussian > 2022-12-08 20:17 | Report Abuse

Get ready

Posted by Gerard Lam > 2022-12-09 09:38 | Report Abuse

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%.

Posted by Gerard Lam > 2022-12-09 09:39 | Report Abuse

https://klse.i3investor.com/web/blog/detail/GLam/2022-12-09-story-h-303864787-DNeX_Weighting_the_outcomes

Posted by BobAxelrod > 2022-12-09 09:54 |

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Posted by Toyota78 > 2022-12-09 09:54 | Report Abuse

All sounds good. However I’m still sceptical. If DNex is that good as many people says including investment bankers then why are institutional investors not biting it? Huge cash balances, sustainable business, strong growth trajectory etc etc but still dropping 1 sen per day past days and trading below NTA of 62 sen. Something we don’t know?

Posted by BobAxelrod > 2022-12-09 09:59 |

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Posted by BobAxelrod > 2022-12-09 10:10 |

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Posted by maxprofit2020 > 2022-12-09 10:11 | Report Abuse

gradually moving back to 0.455 to close the gap for previous limit down

Posted by BobAxelrod > 2022-12-09 10:35 |

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Posted by Cuncun7 > 2022-12-09 10:45 |

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Posted by OngKawKaw > 2022-12-09 10:57 |

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Posted by monetary > 2022-12-09 10:59 | Report Abuse

Where is jepun cai? Looks like captain abandoned ship. Kikiki..

Posted by Cuncun7 > 2022-12-09 11:14 |

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Posted by Toyota78 > 2022-12-09 11:40 | Report Abuse

Market don’t like uncertainties. It’s to the best interest of DNex and its China partner in SilTerra to give clarity and assurances on SilTerra moving forward. Have to expedite a win-win solution ASAP

Posted by NatsukoMishima > 2022-12-09 15:35 | Report Abuse

Bob really want dnex to die but dnex still very strong with 41 million qr , with this qr dnex atleast can hit rm 4

Posted by Toyota78 > 2022-12-09 16:28 | Report Abuse

Bursa in Green, DNex struggling in red

Posted by Hop333 > 2022-12-09 17:43 | Report Abuse

New chairman... lol

Posted by Gaussian > 2022-12-09 17:45 | Report Abuse

Good news soon

Posted by Cuncun7 > 2022-12-09 18:26 |

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Posted by OngKawKaw > 2022-12-09 18:33 |

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Posted by Mabel > 2022-12-10 08:38 | Report Abuse

Haha Argentina are through to their 5th World Cup semi-final. They went ahead to win the World Cup in the previous 4.. Will Messi and his team succeed in 2022?

Based on Mabel's 3 Turnaround companies Dnex Messi is the 1st to succeed. Thomas Mueller SE was sent home to complete their regulation plan while Ronaldo SD will be playing tonight with our Morocco Brothers..

Based on yesterday's KLCI closing, Ronaldo and Thomas Mueller scored the most goals in Mabel Energy..

Captain Mabel Meow

Posted by 143922 > 2022-12-10 09:20 | Report Abuse

Cun mau mari...

Posted by NatsukoMishima > 2022-12-10 17:33 | Report Abuse

Dnex = japan + Croatia = fight till last blood !