Master Dip's comment on DNEX. All Comments

Master Dip
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Ali and Ah Long joint venture buka kedai waffle. Initial agreement 60-40. Ali run management and Ah Long buat marketing and bawak banyak customer. Ali tak cukup duit untuk membesarkan business waffle. Ali pinjam duit dari adik Ah Long iaitu, Ah Long junior. Ah Long Dan Ah Long junior now owns 60 percent of waffle business.
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Master Dip
now will MiTi bow down to China by scrapping the 55 percent local equity holder policy...or choose to damage their relationship with china's CGP.
1 Like · 1 year · translate
chris w
dnex subsidiary still owns 60% of siltera and siltera is a subsidiary of dnex right? is there any chances that dnex might lose siltera?
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Goh 288
Ali sudah kaya sekarang mau makan semua waffle kah? Sekarang mau halau Ah long kah?
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E S
akhir nya i rasa 50.01% dengan 49.99%
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yrag Gnoey
Along now wants to have more stakes since they paid the monies, Ali want to remain as the one with the most stakes in order to keep silterra as a rightfully local owned business, essentially both could've still get a piece of the pie but they are fighting to be the big brother
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2 Like · 1 year · translate
Goh 288
Dulu proton mcmn buat?
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E S
Malaysia ma, u tahu lah akhir ya...
selalu wayang India ..
i rasa ja ..ha ha ...
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yrag Gnoey
itu I tk Tau, yg saya Tau worse case if dnex lost the case, they will still keep part of silterra stakes, but many thinking they will lose it entirely
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tan vincent
yrag Gnoey , silterra License must 55% owned by local company , if not license in danger , that is why it is safe for Dnex in whatever way. just need coordinate . CGP die die want to have big stakes because its sale and business need silterra to fulfill , i dont think should have any worry .
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Goh 288
Who know this agreement letter was from silterra or dnex to mimas?
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E S
最重要公司“还是赚钱”的,没做假帐.
everything is ok
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yrag Gnoey
yes unfortunately for the license issue, it's quite unimaginable that MITI will give any leeway to this
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tan vincent
CGP need to reduce ownership at Dnex , dnex need to buy back share from them, then no any arguement .
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Goh 288
Dnex buyback rm1.00 from CGP all happy. Haha
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yrag Gnoey
will CGP want to admit being the one who made mistake (stamping the deal previously without getting MITI approval despite dnex semi warnings) and reduce their stakes ? but of course if they desperate enough to want to keep this business they probably will
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Like · 1 year · translate
tan vincent
55% must own by local company to maintain its license , mean even they owned more on silterra , there is no any extra benefit , right or profit to CGP , local law is stand stronger . so Dnex have any to loss or worry ?
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yrag Gnoey
but if CGP refuse to backdown, this further delay the court case proceedings and silterra maynot be able to function normally until this fiasco is settled, in the end we still need funding and tech from mimas
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tan vincent
is it not just temporary ? why we care this temporary issue ? it will hurt this CGP too as they need silterra to function well not ? so this case will solve in very short times , should within few months matter . How bout you think another way round ? it is mimas need silterra or both mutual needed , as the 8Inch chip tech worldwide limited factory . if not mimas will no any interest on it not ? Dnex fund on hand have over 700M , debt only 300m , and nta asset 0.60 , and each year average can generate 200-400M net profit now a day , still need funding ? jan 2023 new factory going to in operation
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E S
yrag, 买卖股票是有风险的.
如果不能承受亏损 ,信心不夠 和 心脏不夠大.
我想还是别动这个股了。
1 Like · 1 year · translate
Master Dip
1) To people who saying Dnex got nothing to lose if dnex buyback all the shares Mimas owns on Dnex Semi and kick out CGP..in a corporate practice, that's a total no no move. Dnex also made a stupid move by issuing shares to Mimas for 100 million. If CGP not happy with Dnex and MiTi rules, they won't only take back their 100 mil and walk away, they'll also bring all their clients, expertise and customers(ChipOne 400mil usd) with them and they got nothing to lose especially during recession.
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2 Like · 1 year · translate
Master Dip
2) Increasing interest rate and looming recession slowing down tech demand short to medium term. Now if china walks away, Malaysia alone has no capability to make Silterra a successful chipmaker. Then only Taiwan can save Silterra. But under the current political climate, this move will increase the tension between China and Taiwan.
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1 Like · 1 year · translate
Acson Ho
On this issue, I didn’t see Dnex wanted to kick CGP out. But for sure Dnex was doing wrong decision to sign ICPS with CGP/Mimas at the beginning. And from this issue, I can see Dnex putting a lot of effort to protect the benefit of the company and to prevent the license being breached. Hope everything goes smooth and both parties can resolve this issue soon.
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2 Like · 1 year · translate
Vin Low
example ah long cases,
Gambler want to borrow money to play and he won care all the T&C, now got quarrel, gambler said interest too high against the malaysia laws lar bla3 then Michael Chong come lor
2 Like · 1 year · translate