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This time it will be different, I think. DNeX will continue trading at elevated price. Someone out there knows something we dont.
1 Silterra. Silicon Photonics. New technology. Copper replacement. Premium product. MEGATREND. Their books show Silterra is about to contribute significantly to DNeX in coming quarters.
2 Oil & Gas segment. Recent acquisition on some stakes in TI EP, Terengganu state owned Exploration & Production company. DNeX & Ping Pet has rights on Abu cluster --> First Oil in 2HQY26. Chartered FPSO with Duta Marine back in 2024. Then there are other clusters e.g. Beta, Meranti & A cluster in Sarawak. 2P reserves proven.
3 Financial support. Sukuk + Ms Vinie Chong, shes cute. Single. Very Intelligent. Has CFA, CPA and MIA. Whenever a company appoints someone with her calibre as GCEO, the company intend to tightening their book-keeping & finance matters.
We have been waiting for this for a very long time. And we dont mind waiting.
Lets hope the acquisition of some stakes in TI Petroleum S/B, the energy arm of Terengganu Inc. a state owned investment company attract great interest from close associates, markets and other fund managers.
They give dividend. But you should look at the amount they give for last year. This will tell you the real story behind Zetrix. You also want to have a look at their FCF. And so-called 'Net Profit' in their income statement.
EPF holds 22% shares in CTOS. Why would EPF disposed shares when they have 22% shares in CTOS? This happens like this especially this month, many institutional funds and fund/hedge managers do what we call Portfolio Balancing.There is a lot of changes in KLSE lately especially after MSCI revised its constituents and also FBMKLCI. They take out some shares here and position them elsewhere. They dont do what we do. We will see if this continues. We will soon know.