DAGANG NEXCHANGE BERHAD

KLSE (MYR): DNEX (4456)

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Last Price

0.545

Today's Change

-0.005 (0.91%)

Day's Change

0.54 - 0.555

Trading Volume

35,632,500

Corporate Figure or Shareholder
Discussions
50 people like this. Showing 50 of 96,023 comments

BobAxelrod

Post removed.Why?

2 days ago

Gaussian

Good news coming soon. Lol

2 days ago

BobAxelrod

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

2 days ago

Gaussian

Hahaha

2 days ago

Kanenites

Hmm

2 days ago

Gaussian

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

2 days ago

Cuncun7

Post removed.Why?

2 days ago

Pinky

Serba DyNexMik

2 days ago

OngKawKaw

HMMM

2 days ago

OngKawKaw

SERBA…

2 days ago

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

2 days ago

Kanenites

hmm hello

2 days ago

baby snake

Another conman... bcareful..

2 days ago

SarifahSelinder

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

2 days ago

BobAxelrod

How's that wonderful? And the company didn't take out front page of all the Nation wide newspaper to make this announcement????

They did announce the MOUs with Fox and the panties manufacturer from Saudi.......

I had (past tense) respect for Gerard and sympathised with loses, together which he reined in families, relatives and friends to invest in Dx.......BUT NOT anymore as there seems to be a motive "at all and any cost" to pump Dx.

2 days ago

BobAxelrod

Just wondering....how is Dx gonna make deliveries and supply their contracts when Silterra is no longer theirs???

And what if the Americans find out that their Contract is with a chinese entity which is under embargo and censorship???

Presently, we still see the plant is here in Malaysia. How would it look when the plant is shifted, block by block, screw by screw and bolt by bolt to Chinese soil????

Do you know how to do maths and how much the chinese is looking at paying for Silterra????

I do hope someone would give me the Odds of these not happening and I'll gladly take the Bets..

Bring it on!!

2 days ago

BobAxelrod

To fair play and speaking the truth....

And apologies in advance for kicking your teeth in....

No good governance corporate on WS would sign any "new" LTA with any partnership/co-operations freshly entangled in legal suits, legal battles and disputes.................Go figure.

2 days ago

OngKawKaw

HMMM

2 days ago

Sharewire

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

2 days ago

NatsukoMishima

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

2 days ago

Kanenites

hmm

2 days ago

BobAxelrod

Post removed.Why?

2 days ago

BobAxelrod

Post removed.Why?

2 days ago

OngKawKaw

HMMM

2 days ago

vespa

forum full of shorties talking their book

2 days ago

Gaussian

Get ready

1 day ago

Kanenites

hmm

1 day ago

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%.

1 day ago

BobAxelrod

LOL...hahaha....my toes are laughing so hard.....

Before the dual acquisitions of PING and Silterra, Dx was traded at 25c.........

PING's Income contribution is NOT so great and they are still paying Non-Interest bearing loans to the previous Owners.

Purchase of Silterra was completed on 26th July 2021 at the price tag of RM273 millions. Dx paying RM168.3 Million (60%) and CGP forking out RM104.70 million.

Today, some great magician has come up with the computation that Silterra is worth RM6 Billions !!!!

Elephants do climb trees............hahahaha

1 day ago

Toyota78

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?

1 day ago

BobAxelrod

Post removed.Why?

1 day ago

BobAxelrod

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???

Strike Two :
Claimed that Silterra is now worth RM6 Billions...

My toes are laughing so hard.......Magician even shamelessly Blogged his computations. So desperate?

1 day ago

maxprofit2020

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

1 day ago

BobAxelrod

WHAT I WOULD DO IF I WERE MIMA (and won the Arbitration)

When the Arbitration goes in favour of MIMA, they would have FULL Control of Dnex Semi Sdn Bhd, and also majority shareholders of Silterra....

Just do a MBO (Management Buy Out) at fire sale of Silterra, maybe just paying Dx RM200 millions for their shares in Silterra.......and should MITI not bending backwards to grant License.........just shift the whole manufacturing plant to China.....simple, and no hassle.

Bye, Bye Silterra.

1 day ago

Cuncun7

Post removed.Why?

1 day ago

OngKawKaw

HMMM

1 day ago

monetary

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

1 day ago

Cuncun7

Post removed.Why?

1 day ago

Toyota78

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

1 day ago

NatsukoMishima

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

1 day ago

Toyota78

Bursa in Green, DNex struggling in red

1 day ago

Kanenites

hmm

23 hours ago

MoneyMakers

Slow steady dump

Anytime can limit down (AGAIN) if arbitration decision support MIMAS (silterra lose license)

23 hours ago

Hop333

New chairman... lol

22 hours ago

Gaussian

Good news soon

22 hours ago

Cuncun7

Hahahaha waloe eh new chairman boleh naik kah,why not put Jepun tengok, Wakaka.

22 hours ago

OngKawKaw

HMMM

21 hours ago

Mabel

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

7 hours ago

143922

Cun mau mari...

7 hours ago

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