https://newsroom.airasia.com/news/2020/8/11/aagb-2q20-opstats

jeff61 Does anyone suspect the 888next is the company chairman. Hahaha
11/08/2020 5:54 PM

I think so.. at least insider willing to share info with us.

-------------------------------------------------------------------------------------------------------------------------------
FirstGOLDTANK May I know why the buy volume at low price always so high? Seems like the sharks keep collecting at low. At a certain price, the buy volume will pump up to few million.


definitely got shark.
-------------------------------------------------------------------------------------------------------------------------------

What is 3 ply

1st Layer: PP spunbond waterproof outer fabric
2nd Layer: PP melt blown filter fabric
3rd Layer: PP spunbond absorbent soft inner fabric

What is 4 ply vs N95
Some N95 masks have 2-layer meltblown, the filtering effect is 99%.
Some N95 masks are made of 5-layers design, 1-layer soft cotton, 3-layer non-woven fabric, 1-layer meltblown, the filtering effect is 95%.
A 4 ply face mask is like a 3 ply mask with an added extra layer of activated carbon filter or one more filtering layer.

PP non-woven fabric is environment friendly
Non-woven polypropylene fabrics are among the most versatile materials we have in the market today.
PP non-woven material will decompose naturally if placed outdoors and its maximum life period is only 90 days but if placed indoor it can last 5 years.
When burnt, it is non-toxic, odourless and without any residual substances. Non-woven polypropylene is eco-friendly.

Applications:
1.Therapeutic; surgical gowns, isolation gowns, surgical mask, caps, surgical covers, gloves, bath wipes, plasters and shoe covers
2. Making filters: coffee and tea bags, bag filters, mineral processing and allergen membranes
3. Geotextiles: for soil erosion control, roadway underlayment, soil stabilization and canals construction.
4. PP non-woven shopping bags which are eco-friendly in the campaign against using plastic
5. Non-woven interlining: in garments and integrated into clothing for different functions of water resistance, higher strength and consistency and rainwear goods. Diapers (babies and adults), sanitary napkins, wet sanitised wipes and other sanitary products.

PP melt blown (MB) non-woven
The meltblown non-woven is made by extruding the melted polymer fibre through a continuous die made several small holes. The liner dye forms long fibres which are stretched and then cooled by passing through hot air.
Raw material is a special high flow PP blended resin.
PP MB price fluctuated between USD30,000 to 100,000 per ton and currently near high end. The global sudden demand has unsettled the supply situation.
For each 1 million 3 ply surgical mask, it needs 1 ton of PP MB.

PP spunbond (SB) non-woven
The spunbond non-woven fabrics are processed using the following processes: the polymer is extruded then stretched to form a continuous filament. The filament is laid into the web and then the web is processed into a join-woven fabric through thermal biomechanical reinforcement and chemical bonding.
Raw material is PP resin and blended polyester resin and other polymers.
PP SB price ranged USD5,000 to 30,000 per ton and also at the top end of range. We expect this price to rise further when the lockdowns in many countries start and face mask is made mandatory to wear in public.
For each 1 million 3 ply surgical mask, it needs 2 tons of PP SB for the inner and outer layers.
With both PP MB and SB raw material prices jumping up, the face mask makers face a continuous onslaught of rising PP costs. That is the primary reason for Notion to move into the PP fabric business as well as an opportunity to produce and sell PP fabric to face mask makers in the export market.

Notion’s investment strategy
Face mask:
• Invested in 3 lines in Klang for output of maximum 8 million 3 ply surgical face mask per month. Operational June.
• Invested in 1 line of 4 ply medical mask in Klang for output of 4 million pieces of 4 ply face mask per month. This is meant for the export market. Operational August.
PP melt-blown fabric machinery for output:
• Invested 2 machines operational June: 20 tons per month
• Invested 2 machines operational August: 25 tons per month
• Notion will develop in-house spinneret mould and reengineer for MB production machinery in 3 months
PP spun-bond:
• This investment is delayed until the outlook is clearer as its fairly high investment cost and the capacity is also high. The output will have to cater to more than just face mask production but other downstream applications which need further market studies.


Info provided by Notion.. Not sure whether is there any changes on their investment strategy for now. Better ask 888next.

Stock: [NOTION]: NOTION VTEC BHD

Jun 14, 2020 11:12 AM | Report Abuse

Oceancash is in thermal bond which cannot be used for face mask as a filter. It is suitable as a absorbent fibre material.

80% of the cost of face mask material is PP meltblown fibre filter which is DIFFERENT from thermal bond.

Notion is able to compete because we can produce the PP meltblown filter fabric. Even if face mask price drops to 50 sen a piece we can still make good profits.

Our focus is not local market but N95 medical mask overseas as well as 4 ply face mask overseas esp in Korea and USA. We have orders and already in production.

posted by 888next last time

Stock: [NOTION]: NOTION VTEC BHD

Jun 10, 2020 6:56 PM | Report Abuse

Hi

Just an update on the EMS segment: there is an uptick in orders from EMS customer this month for many of its projects. Hopefully this continues.

Face mask:
We are hard pressed to fulfill exports orders for 4 ply masks to S Korea with 50 mil pieces orders and delivery of 1.5 mil pcs a week.

Another HongKong buyer has given us a LOI of 50 to 100 mil pcs also 4 ply masks and working on samples and lab testing stage.

Another possibility of a big deal in the works on a 1 bil pcs a year of N95 respirators and if that comes through its a quantum leap needing us to get additional factory space of 80,000 sf for putting in 65 lines. We are hopeful.

Many local enquiries on potential orders of 5 to 10 mil pcs each order so we are pretty busy sorting things out.

Posted by Newuser777 > Aug 10, 2020 2:15 PM | Report Abuse

about the 27.5 billion contract for sand export to China, i suggest those who still believe it's true to look up about the contract offer company on Baidu.com, it's a small company who just started to involve in construction industry since 2019, I wonder how can such company offer a deal with such a huge amount.



--------------------------------------------------------------------

Haha...many still dont realize how useful baidu is.

bioalpha also a joke like ageson..

just sold all my XDL...lol ..

@Raziz11 ignored what i said before..it should be jftech ..hahaha..thought it wrongly

dont know which big shareholder dump so many until it stucked at this level

even with white knight, but the qtr report will be xxxxxxxxx

hmm...sell too early should keep holding. darn

@nicholas99


https://www.youtube.com/watch?v=0eUEWd2gRd0&t=1215s

@Agjl

same goes for bioalpha. haha... shark alliance

something brewing for sure.

expectation set too high for this..

@All

Pls use private message function in i3 instead of flooding the invitation request at here. Thank you

https://uk.reuters.com/article/us-health-coronavirus-britain-houseprice/uk-house-prices-surge-the-most-in-11-years-as-lockdown-lifts-idUKKCN24W108

Hainan Shifengfu Co. Ltd (“HSCL”) , who gave Bioalpha contract, incorporated in Feb 2020 , owned few listed companies (or substantial shareholder)

m3tech
fihb
Ritamix (HK)


Besides that, after searched Guizhou government website, cant found they win any

tender ... sketchy



Last Friday Ritamix plunged 82.76% in one day. What's next?

Renaud Anjoran, CEO at sourcing specialists Sofeast, said the decline in shipments to the US was due to “insufficient melt-blown” – a fabric crucial to making masks, “and too many mask factories”.


Dont worry.. Notion is PP melt-blown maker just like tek seng

Monitoring the API


http://asmc.asean.org/home/

https://www.iqair.com/indonesia

https://theconversation.com/air-pollution-exposure-linked-to-higher-covid-19-cases-and-deaths-new-study-141620

Notion produce PP melt-blown & facemask.

Hopefully insider 888next could come out and discloses more

this banker very pro...

there's a catch in the new contract... the day before announcement insider already bought lol

the link i shared above you guys should have a look.. go check those related companies..

nah...

just share those stunning stuff with all

http://www.shifengfu.cn/shifengfu/item_22557314_2126528.html

https://xin.baidu.com/company_detail_23755393244488
https://xin.baidu.com/company_detail_30011578304061

http://www.ccgp-guizhou.gov.cn/list-1153796890012888.html

C-A-C-H-E is key

this tek seng day day surprise...

Conversion of Preference Shares - 358,430,000 shares at 0.050.

time to run

hmmm... still going up...scratching head

dont worry... short term go, long term in....

@qwerting1 hahaha... wayang kulit by tauke... tauke already cashout..

Khazanah Nasional sold like hell since months ago.

But who took those massive amount of shares? Let's wait for the future

announcements

lol this time they done 'serious' business wor.. see how they performs.. The amount of converted PS so massive ,need to think twice before act

this penny alliances got so much money to goreng here goreng there

shark push up ,sell.

Take profit and say thanks to Tauke shark

the jv ho liao

SC

do more research on company background, you will be stunned.. hahaha

short leave
long in

dont ever think retailers are idiot.. my advice to the board.

trace ..... trace.....trace.....

easy .... easy.... easy....

run..... run..... run.....

cut loss before you regret

last agm stated that the price for spot order and existing order were not too far.

That;s why they made so much profit

* Carepls has been long time supplier for Ansell. Next month Ansell will release full year result. Things going to be interesting

hard to back to 3x cents without IDSS.

banker's trap

gradually increasing. steady bom pi pi ...positive sign

found white knight!

https://www.manchestereveningnews.co.uk/news/property/future-property-market-rent-buy-18527892

https://whtc.com/news/articles/2020/jul/19/uk-housing-mini-boom-is-gathering-pace-property-firm-rightmove-says/1040986/?refer-section=business

https://www.homesandproperty.co.uk/property-news/house-prices-surge-stamp-duty-holiday-a139406.html#gallery