Thank for the video. Appreciate it. Would like to know your comment regarding recent share price movement. It already break many support level now go to 2.31 (52 weeks lowest) . Any problem with the company? It is still good to average down with current price? Thank
@chimmy chin not likely as Dialog's tanks is currently full based on their last analyst briefing and in any case, it's the oil traders that benefit directly from a scenario like this and not the oil storage providers like Dialog. And based on news reports coming out they have managed to secure replacement supplies from the Cilacap refinery which has a larger nameplate capacity than the Balongan refinery. Hope that clarifies!
@@FIRLco Hi John , I mean as in the chances of Dialog will be contracted to rebuild the plant after it had been destroyed by the disaster. Similarly, for the fire incident in PRefChem on 16 March 2021, is Dialog affected in anyway positively or negatively ?
@@sinkorswimchimmy6786 oh from the EPCC standpoint, absolutely. Dialog has a unit that deals with speciality equipment especially catalyst and has been involved with the catalyst changeout for the Balongan refinery over the past 15 years. But whether they secured the job for this particular repair, has not been publicly disclosed based on what I have read so I have no visibility on that. Best to direct your questions to Dialog directly. On the PRefChem fire, the fire was in the diesel hydrotreater unit in which Dialog has experience building/maintaining/refurbishing so if they bid with the right price and timeline it's likely to be awarded to them and have a positive impact, but don't know the quantum of top or bottom-line impact. My guesstimate it won't be more than RM 100mil (even then I added buffers) based on my field experience, but I could be wrong as I don't have visibility of the scope (unless I'm in the direct project team involved). I would add this though. If I were PRefChem I would rather award to a local vendor that has capabilities to repair the specialist equipment that can mobilize local guys rapidly rather than wait for an overseas vendor. And because they have resources stationed nearby, it's likely to be speedy which any operator loves. (I speak from operatorship experience). Hope this clarifies!
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Hi Sir. Looking forward a new video for your insight this year for Dialog.
Excellent, concise and covering the essential components of Dialog's business. Thnx
Thanks!
Outline 0:53
1a 1:25 History
1b 2:56 Management
2 4:35 Business Model
3 10:26 Financials
4a 12:27 Risks
4b 14:02 Rewards
excellent sharing. good to have price prediction in your sharing. ( with a disclaimer)
Thank for the video. Appreciate it. Would like to know your comment regarding recent share price movement. It already break many support level now go to 2.31 (52 weeks lowest) . Any problem with the company? It is still good to average down with current price? Thank
Can't comment about share price though, maybe it's the ESG theme that's hurting them😅
Can you share analysis or comments on stocks that's reduced in price over 5 year but fundamentally still good like Digi & PetGas?
Will come one day!
Thanks John for sharing! Your forte! 👍
Gald u liked it!
It is a time to look this stock. thanks for the information sharing.
Any time!
good sharing
yay
Good sharing as always John.
On the side note, I think the link to your free guidebook on building 6 figures portfolio is broken.
Fixed!
Thanks!
Nice content. Do you think Dialog will benefit from the fire in Pertamina Balongan refinery ?
@chimmy chin not likely as Dialog's tanks is currently full based on their last analyst briefing and in any case, it's the oil traders that benefit directly from a scenario like this and not the oil storage providers like Dialog.
And based on news reports coming out they have managed to secure replacement supplies from the Cilacap refinery which has a larger nameplate capacity than the Balongan refinery.
Hope that clarifies!
@@FIRLco Hi John , I mean as in the chances of Dialog will be contracted to rebuild the plant after it had been destroyed by the disaster.
Similarly, for the fire incident in PRefChem on 16 March 2021, is Dialog affected in anyway positively or negatively ?
@@sinkorswimchimmy6786 oh from the EPCC standpoint, absolutely.
Dialog has a unit that deals with speciality equipment especially catalyst and has been involved with the catalyst changeout for the Balongan refinery over the past 15 years. But whether they secured the job for this particular repair, has not been publicly disclosed based on what I have read so I have no visibility on that. Best to direct your questions to Dialog directly.
On the PRefChem fire, the fire was in the diesel hydrotreater unit in which Dialog has experience building/maintaining/refurbishing so if they bid with the right price and timeline it's likely to be awarded to them and have a positive impact, but don't know the quantum of top or bottom-line impact. My guesstimate it won't be more than RM 100mil (even then I added buffers) based on my field experience, but I could be wrong as I don't have visibility of the scope (unless I'm in the direct project team involved).
I would add this though. If I were PRefChem I would rather award to a local vendor that has capabilities to repair the specialist equipment that can mobilize local guys rapidly rather than wait for an overseas vendor. And because they have resources stationed nearby, it's likely to be speedy which any operator loves. (I speak from operatorship experience).
Hope this clarifies!
Some bankrupt companies are worth more than a good profit company sometimes.????
how?
awesome
ty!