Posted by trexdotcom > 2014-05-28 21:13 | Report Abuse

Huat ah. Godzilla coming

Posted by samsung555 > 2014-05-29 10:01 | Report Abuse

relax and must have holding power...sure got huge profit.....

Posted by shocklim > 2014-05-29 10:59 | Report Abuse

Better come soon

Posted by masteragu > 2014-05-29 14:40 | Report Abuse

pisang kuat....... why so drastic the drop today?

Posted by samsung555 > 2014-05-29 14:50 | Report Abuse

buy this counter....5 star..........

Posted by kchue1 > 2014-05-29 15:01 | Report Abuse

what is happening today?

Posted by ramsyll > 2014-05-30 09:15 | Report Abuse

Dialog has entered into a Letter of Intent to farm-in a 20% participating interest in the Production Sharing Contract (PSC) for the three fields D35, D21 and J4.

Posted by kewyy > 2014-05-30 10:00 | Report Abuse

Starting??

Posted by Khoo Siew Bien > 2014-05-30 11:23 | Report Abuse

why avoid wa

Posted by kewyy > 2014-05-30 11:25 | Report Abuse

Bcoz WA not sure have bonus

Posted by SC2005 > 2014-05-30 12:10 | Report Abuse

the price or number of WA will adjust after bonus. why avoid WA?

Posted by kewyy > 2014-05-30 12:47 | Report Abuse

Pisangkuat the price still sleep??

Posted by SC2005 > 2014-05-30 15:11 | Report Abuse

today pisang tak kuat or market not excited about PSC?

Posted by kewyy > 2014-05-30 15:15 | Report Abuse

I think the price already at top,sure people no supprise, agree or not?

Posted by ramsyll > 2014-05-30 15:57 | Report Abuse

actually the perception that WA not entitled to bonus is wrong. If you check announcement yesterday, dialog announce Bursa approved the listing and quotation of the Bonus Shares to be issued pursuant to the Proposed Bonus Issue on the Main Market of Bursa Securities as well as for the additional Warrants 2012/2017.
Dialog price is NOT at its top yet, coz it's price has yet to be reflective of the EPCC arising from RAPID Phase 2, additional Jubail Supply Base biz, Balai oil field & Bayan EOR.Rough estimation contribution from these is approx RM150m p.a,which contributes approx EPS of RM0.06. With a PE 17X .. that's RM1.02 upside potential from current levels.

Posted by pisangkuat > 2014-05-30 16:01 | Report Abuse

Sabarlah......abang ramsyll sudah sound...tak percaya lagi....beli counter lain lor...

Posted by ramsyll > 2014-05-30 16:06 | Report Abuse

What pisangkuat says is true... you must have patience in Dialog... it will reward you well !

Posted by andylee1919 > 2014-05-30 16:23 | Report Abuse

Slowly but surely naik...

Posted by pisangkuat > 2014-05-30 19:19 | Report Abuse

Sudah announce already....abang ramsyll sudah kasi tip kaw kaw panggil accumulate....jgn main contra...confirm terbang till share bonus issue...tapi ramai tak percaya...haiz...lain kali diam sajalah...confirm monday ribut taufan mari.

Posted by samsung555 > 2014-06-01 10:15 | Report Abuse

do some homework about this counter......big gain awaits........

Posted by ahbeng77 > 2014-06-01 15:40 | Report Abuse

I agree with ramsyll, some of the contribution and sales are still not realise yet, once add in to the book then you will notice is too late to accumulate.... Happy trading :)

Posted by VLVL > 2014-06-02 09:54 | Report Abuse

WA also got bonus? wow. then should grab more as many people do not know about this. haha.
thanks ramsyII.

Posted by kaliawke > 2014-06-02 10:23 | Report Abuse

buy and sell, so many round made oledi 3.20 to 3.90

Posted by jun6 > 2014-06-02 13:01 | Report Abuse

If you guys read the detail on the first day of issue bonus announcement. There has stare that Ordinary share, Warrant & ESOS entitle to get.

Posted by pisangkuat > 2014-06-02 13:05 | Report Abuse

Entitle yes...but u need to exersice it....so need to top up...ppl confuse wa no etitle to bonus...yes is entitled but kena exersice...

Posted by samsung555 > 2014-06-02 14:57 | Report Abuse

Dialog share up after unit gets ROC farm out contract

http://www.theedgemalaysia.com/business-news/292448-stock-watch-dialog-shares-up-after-unit-gets-rocs-farm-out-contract.html

Posted by shocklim > 2014-06-02 15:39 | Report Abuse

Kenanga TP 3.66
Allianze DBS TP 3.25
Why so low?
Are they correct?

Posted by ramsyll > 2014-06-02 15:55 | Report Abuse

Kenanga revised upwards to $3.92 whilst CIMB has it @ $4.16. Alliance have not valued new catalyst...

Posted by ramsyll > 2014-06-02 16:40 | Report Abuse

How much would the 20% stake in the farm in of D35, J4 and D21 PSC contribute to Dialog?
I'm NO expert in O&G analysis, but from the little common sense that I have, this is what I worked out:
On a best estimate prospective risked resource;
D35, J4 & D21 fields = 12MMBOE (ROC's 50% stake)(2P & 2C).
therefore, Dialog's 20% farm in = 4.8MMBOE
estimated capital cost acquiring the 20% stake = US$28/boe
estimated operating cost = US$22/boe
Being prudent @ sales price US$90.00/boe, profit approx US$40/boe.
Hence, total profit = RM615million
PSC has a 20 years life,
Profit per annum = RM30.75million.
2.6b shares, EPS = RM0.011 x PE17 = RM0.187c

I know it's doesn't look like something to shout about, but there are many elements to look at... the above is very very prudent and requires further evaluation + the project also offers exploration opportunities which have not been taken into account & valued.

Any O&G analyst out there who can provide a better informed valuation?

Cheers.

Posted by King Kong73 > 2014-06-03 10:00 | Report Abuse

Ok lah tu..

Posted by Khoo Siew Bien > 2014-06-03 11:07 | Report Abuse

why price just maintain at 3.7. tp 4.16

Posted by VLVL > 2014-06-03 11:40 | Report Abuse

volume sikit sikit lama jadi bukit. because of ESOS?

Posted by Khoo Siew Bien > 2014-06-03 11:53 | Report Abuse

oh

Posted by Khoo Siew Bien > 2014-06-03 11:53 | Report Abuse

esos got cutoff date

Posted by kaliawke > 2014-06-03 16:20 | Report Abuse

Dr Ngau 1 company oledi Malaysia top 20

Posted by Muarmali > 2014-06-04 09:38 | Report Abuse

without epf no movement? :)))

Posted by Muarmali > 2014-06-04 09:39 | Report Abuse

is this pengerang thingy a big bubble?

Posted by alvinwin > 2014-06-04 09:43 | Report Abuse

Don't think so..bcoz pengerang is our government one of the turnover plan..they can't afford to lose any chance to cover the dirty losses anymore

Posted by Muarmali > 2014-06-04 09:59 | Report Abuse

when the whole world is talking about gas, and our oil reserve has depleted to marginal fields, where to get the feedstock for the upstream plants in pengerang?

Posted by pisangkuat > 2014-06-04 18:01 | Report Abuse

Pengerang terminal feed stock is fr vopak (dialog partner)..and around the world fr oil trader..advice to read tank storage journal...why pengerang...coz it located in one of the world choke point...who is vopak? The biggest tank operator in the world fr netherland in term of storage capacity and vopak owned many terminals in Asia either fully owned or jv basis like pengerang. You think vopal simply choose partner meh if you are just kucing kurap company?

Posted by Muarmali > 2014-06-05 10:10 | Report Abuse

Are you sure that Vopak sell feedstock? Vopak is not one of the oil majors. Or Vopak just lease the tank and terminal from Dialog? Then Dialog through their business network bring in more investors to build plant on the hinter land and both Vopak and Dialog will be benefited from the throughput of the raw material and finished product via their terminal facilities and tank farm. It's like I-help-you-to-help-me business model.

Posted by VLVL > 2014-06-05 16:32 | Report Abuse

I think you need to understand the concept of tank terminals. basically it is just like a port btw asia & Europe/middle east. they charge when Barge come in import export loading and unloading oil product. even barge park at their berth also dialog/vopak can charge. oil can be clean petroleum or dirty petroleum or LNG , everything can be stored in their tank.

this kind of business where to find. why so worry?

Posted by pisangkuat > 2014-06-05 17:10 | Report Abuse

Those tanks were designed to take clean and dirty petroleum product.the name independent terminal...mean they take anyone stocks....if you understand oil trading business....oil is like any other commodities...sometime need to process...sometime just stored as semi-finish or raw product....

Posted by Muarmali > 2014-06-05 17:39 | Report Abuse

VLVL: that means Dialog has the exclusive right to get all the oil and gas plants in whole Pengerang to use their terminal and collect $$$ from the throughput? if like that, the business is sure win lah. :)))

Posted by Muarmali > 2014-06-05 17:41 | Report Abuse

i heard they also got one construction port to bring in all the raw material for construction of plant? are they also enjoying the exclusive right?

Posted by pisangkuat > 2014-06-05 22:39 | Report Abuse

No...phase 1 terminak strorage are mostly for international trader who used to park their oil in spore terminal...phase 2 only majority for rapid terminal...mean here feedstock to process in rapid terminal...phase 3 still also for int trader but partner with another wellknown operator like vopak...announce few mth ago already on the MOU...

Posted by Muarmali > 2014-06-06 09:54 | Report Abuse

what is the weightage of each phase? Capex for terminal and jetty is high. what if RAPID delay? The roi will be affected?

Posted by VLVL > 2014-06-06 11:34 | Report Abuse

RAPID is already confirmed delay. since the contract has not been signed with PETRONAS yet , there is possibility that RAPID terminal phase 2 will be on hold. anyway dialog had done their basic engineering for phase 2.

second, Dialog is aiming for more RSC contract from PETRONAS. then Langsat and phase 1 terminal still continue contribute/generate profit for the group (Fixed deposit)

FYI. phase 1a had completed. phase 1 b will be complete on end of this month. phase 1 C will be later.

As what previous forumer said, this counter is not for contra / goreng but you will def see the different based on financial year report if hold around 1/2-1 year.

Posted by pisangkuat > 2014-06-06 12:07 | Report Abuse

Wah...vlvl.bingo..u mmg kuat lah.....u seems to knw everyrhing in dialog...u work for dialog ah?

Posted by Muarmali > 2014-06-06 14:58 | Report Abuse

what about the exclusive right?