Posted by BobAxelrod > 2022-12-11 08:49 |

Post removed.Why?

Posted by imvu > 2022-12-11 12:49 | Report Abuse

0.545 , minggu depan turun / naik ?

Posted by JamalHussien > 2022-12-11 13:53 | Report Abuse

agree HIGHCHAPERAL.

my opinion the directors esp the CFO is so incompetent as agreement sign without understanding the 55% rule, then now want to talk like take care shareholder interest and take care operating license interest.

Common lahh... if really take care.. why so incompetent and careless when signing??

Now both even PROMOTED..

WHAT A JOKE OF DIRECTORS

Posted by JamalHussien > 2022-12-11 13:55 | Report Abuse

the directors dont take shareholders for fools lah.. saying CGP stamp scan copy lah, they take care shareholder interest lah..

everybody even begger on street want to know why you AGREE TO SIGN THE AGREEMENT even before all this MESS you CAUSE came about OK

Dont deflect blame, OWN up to YOUR OWN INCOMPETENT MISTAKE.

Posted by SarifahSelinder > 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

Posted by SarifahSelinder > 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

Posted by BobAxelrod > 2022-12-11 17:05 | Report Abuse

It is already Public knowledge that Gerard had promoted Dnex strongly to his family, relatives and friends. Now they are all stuck at penthouse and he has no other options but to spread FAKE News.......LOL!

Posted by BobAxelrod > 2022-12-11 17:05 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-11 17:06 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-11 17:12 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-11 17:13 |

Post removed.Why?

Posted by NatsukoMishima > 2022-12-11 17:35 | Report Abuse

i dont know where all these sour grapes will hide when dnex hit rm 4 - 6 later ! Wafer fab is the king in future ! Malaysia gorment 100% will let dnex continue to improve siltera ! Dnex is confident that they will win before deciding arbitration proceeding bro !

Posted by BobAxelrod > 2022-12-11 17:37 | Report Abuse

Wow! must have taken out the dick long enough to be saying such a mouthful.....

Posted by SarifahSelinder > 2022-12-11 17:45 | Report Abuse

Cakap biar sopan sikit

Posted by SarifahSelinder > 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???

Posted by SarifahSelinder > 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

Posted by NatsukoMishima > 2022-12-11 17:56 | Report Abuse

New chairman n COO will start push up the price next week !

Posted by NatsukoMishima > 2022-12-11 17:58 | Report Abuse

Siltera not worth rm 6 b !
Siltera worth USD 3 billion atleast coming few years !

Posted by BobAxelrod > 2022-12-11 17:59 | Report Abuse

Hahaha...signing an Agreement with a sub when the parent company is in Legal battle is absolutely right???

Tolong pakai sikit otak.......

Posted by SarifahSelinder > 2022-12-11 18:00 | Report Abuse

Zainal?

Dealt a good hand

Suddenly Black Swan

Debacle

Posted by BobAxelrod > 2022-12-11 18:02 | Report Abuse

You mean, dia pun tak tau the Agreement was Signed or even before it was inked??

Posted by BobAxelrod > 2022-12-11 18:04 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-11 18:11 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-11 18:12 |

Post removed.Why?

Posted by SarifahSelinder > 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....

Posted by BobAxelrod > 2022-12-11 18:19 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-11 18:22 |

Post removed.Why?

Posted by SarifahSelinder > 2022-12-11 18:23 | Report Abuse

Bob u la double check..

Posted by BobAxelrod > 2022-12-11 18:25 | Report Abuse

Please don't humiliate my intelligence and go talk to someone at your low levels..

Posted by SarifahSelinder > 2022-12-11 18:26 | Report Abuse

Bib u ass u better go double check

Posted by DickyMe > 2022-12-11 18:27 | Report Abuse

20 sen certainly coming soon! Thanks to PN.

Posted by SarifahSelinder > 2022-12-11 18:28 | Report Abuse

BobAxelrod

U better go double check don't humiliate yourself in public

Posted by SarifahSelinder > 2022-12-11 18:31 | Report Abuse

Orang tua BobAxelrod

Posted by BobAxelrod > 2022-12-11 18:34 |

Post removed.Why?

Posted by SarifahSelinder > 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?

Posted by SarifahSelinder > 2022-12-11 18:37 | Report Abuse

How can CGP has FULL control of DNex Semi?

Posted by BobAxelrod > 2022-12-11 18:38 | Report Abuse

Hahahaha....don't waste my time........

ICPS was issued on Maybank shares or Public Bank shares? Maybe Petronas shares???

Hahahahahaha........

Posted by SarifahSelinder > 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?

Posted by SarifahSelinder > 2022-12-11 18:48 | Report Abuse

U duduk diam diam

Let Sarifah talk to Gerard

Posted by SarifahSelinder > 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

Posted by BobAxelrod > 2022-12-11 18:55 |

Post removed.Why?

Posted by SarifahSelinder > 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?

Posted by SarifahSelinder > 2022-12-11 19:00 | Report Abuse

U duduk diam diam je la bob

Posted by BobAxelrod > 2022-12-11 19:02 |

Post removed.Why?

Posted by OrlandoOilSemiconIoT > 2022-12-11 19:03 | Report Abuse

Bob is a moorroon don't mind him just wasting your time

Posted by BobAxelrod > 2022-12-11 19:07 | Report Abuse

Now, the Jap whore is the 2nd last in class, and this goreng pisang seller sits in the last place......kakakaka

Posted by BobAxelrod > 2022-12-11 19:08 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-11 19:08 | Report Abuse

35c commmmming soon........

Posted by SarifahSelinder > 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?

Posted by SarifahSelinder > 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