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  cruger12345 dalpinia. Dont kid yourself. You cant pass all the cost to the customer. Event hough you can pass the cost to the customer, it only means your margin will be lower and the cost of doing business is higher. Unless you can increase the price up to the point that can cover the incraese of cost to make higher profit. BUt with this \kind of market condition I dont it could increase the price as it likes. Also, LBAluminium most of the customers are domistic customers. BUt that doesnt meant the price of the stock wont go north. I wish you luck. Pmetal is a better bet but the price is high now 23/11/2020 11:58 AM dalpinia cruger...nothing is impossible, don't kid yourself. Just like PohKong & Tomei, economy no good, but their latest result were bombastic record high. They are not producing gold, but they do keep many stocks for gold bars. It is same for LB which keep a lot of Aluminium bars that will make the QRs bombastic. 23/11/2020 1:33 PM dalpinia PA is another bombastic counter as it supply to First Solar which is also a explosive great future for solar industry as well as EV industry for Tesla and many EV producers. 23/11/2020 1:35 PM Power Ranger cruger12345, ya i know lbalum is not handling alum upstream activities which buy in alumina and produce aluminium ingot and billet. i knew it. so i find that now it is aluminium player plays. 23/11/2020 2:08 PM LongTermInvestor8 Will budget 2021 pass? Tengku Razaleigh and a few BN MPs refuses to support the budget, if Budget fails, market will crash? Buy now or sell? How? If budget fails, parliament dissolve? market crash? 25/11/2020 1:19 AM callme777 Time to look at the smaller aluminum players. There will be a spill over effect 27/11/2020 12:03 PM Power Ranger hahahaha, ok i realise all my profit at 7.05 liao. wish u all all the best. 27/11/2020 12:43 PM  James Ng https://klse.i3investor.com/blogs/general/2020-11-28-story-h1537298919.jsp [转贴] [Video:浅谈PRESS METAL ALUMINIUM HOLDINGS BHD, PMETAL, 8869] - James的股票投资James Share Investing 28/11/2020 7:38 PM fresh investor Aluminum price reach USD2,000. Gentleman, turbo engine is going to start soon, pls fasten ur seat belt. 30/11/2020 9:08 AM dalpinia Aluminum record high, PMetal also record high. Copper record high, JAG is a hidden GEM!!! 02/12/2020 4:00 PM Effendy Tay World demand for aluminium is genuinely progressive for solar energy just as in China. Keep track your vision is right next coming in line is PA resources with Tan Sri Chan Kong Choy leading the board Man of integrity. Just be patient. 09/12/2020 7:31 AM  Mr.Sm Invest123 TapDance) Low Risk High Return (10) – PMB Technology (PMBT) Author: tapdance Publish date: Mon, 7 Dec 2020, 10:15 AM Close Summary Today’s PMBT bears a striking resemblance to the 2016’s Press Metal (PM) – which has grown by +1,000% in 2 years’ time. PMBT is banking on Silicon as an essential material for our future economy. Silicon is the basic material for solar industry. Tesla intends to replace cobalt with silicon for its batteries. China alters global silicon supply demand balance as it pivots on environmental friendly policies. These factors drove silicon price to a fresh 3-year high. Majority own and manage by the Koon family, PMBT and PM are of the same playbook. More importantly when PM started off with less resources and market recognition in the past, today’s PMBT – leverage on experience acquired and the market respect from PM – earning will ramp up swifter. Eventually share price trajectory will follow suit. Description Press Metal (PM) – one of the most efficient and lowest cost aluminium producer globally is a majority shareholder of PMB Technology (PMBT). Both companies are mange by the Koon brothers. In late 2019, PMBT disposed its aluminium business (to PM) to stay focus as a silicon provider. Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products. Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others. In addition, silicon metal is the base material in the production of polysilicon, a purified form of silicon used in solar cells and semi-conductors. In summary, Silicon demand will be driven by solar and electronics in many years to come, whilst supported by its widely adopted application in various industries currently. Growth factors Management and efficient Hydro power supply The competitive advantage of the PM series of companies lies in its lean production cost. On top of the very capable management strength, the ultra-competitive position is because of its power procurement contract with Sarawak Energy i.e. Bakun Hydropower. Aluminium and Silicon production requires substantial amount of power. Energy cost as a single cost component weights more than 40% of the total production cost. The availability of an efficient energy sources alone determines the survival rate of the business. By securing the ultra-competitive Bakun hydropower supply contract – which is one of the lowest in the world, PM has and PMBT will emerge as one of the lowest cost producer in the world. Meanwhile PMBT is already position at the middle to lower quartile of the global cost curve despite starting out as a green field player only in 2019. Further improvement is on sight. Below snapshot from the PMBT’s website confirms and mentions about its advantages: China supply outlook – Silicon and Aluminium price on a tear 11/12/2020 11:16 PM Mr.Sm Invest123 Silicon prices rose for two consecutive months and prices continued to rise last week , with price of non-Oxygenated #553 silicon in east China at 13,000 yuan/mt and those of Oxygenated # 553 silicon at 14,200 yuan / mt . More good news to come for PmbTech . 11/12/2020 11:20 PM tkl88 Next week is the windows dressing, will be the super bull market for KLSE ! Huat ah ! Heng ah ! Ong ah ! 26/12/2020 8:31 AM telusdansuci https://klse.i3investor.com/blogs/kenangaresearch/2021-01-04-story-h1539144223-Press_Metal_Aluminium_Strike_While_Still_Hot.jsp 04/01/2021 10:31 AM Mr.Sm Invest123 券商 ：肯纳格证券研究 投资建议 ：跑赢大市 目标价 ：9.75令吉 闭市价 ：8.25 令吉（截至1月5日） 每股盈利 ：24.3 仙（2021财年估计） 本益比 ：34.5倍（2021财年估计） 股息收益率 ：1.2%（2021财年估计） 随着平均价格的增长、较低的成本结构以及新增的42%产能，齐力工业（PMETAL，8869，主要板工业）2021财年收益将写下新纪录。此外，基于该股去年表现抢眼及铝价前景光明，该行认为该股仍有上涨空间。 尽管氧化铝价格在2020年财年末季随着铝价上扬，但原材料价格的涨幅并不大；氧化铝成本仅占铝价格的15.4%，这意味着，随着利润的提高，齐力工业末季表现可能会走强，2021财年可能取得创纪录的收益。 由于经济体重新开放提振需求，带动乐观情绪，铝价在上周四达到3年来新高。同时，在供需不匹配的前提下，铝价仍有上行空间。 此外，齐力工业去年一整年上涨了80%，是马股中表现最好的非手套股票，甚至在去年末季飙涨至8.53令吉历史最高点，这很大程度上是因为经济重新开放，受抑制的需求推动大宗商品上涨。 07/01/2021 10:53 PM Mr.Sm Invest123 This is based on the aluminium price up-cycle which is premised on a supply-demand dynamic mismatching, the research house told clients in a report. PETALING JAYA: Although aluminium producer Press Metal Aluminium Holdings Bhd had an impressive run last year and was the best performer for a non-glove index stock, there is still upside, said Kenanga Research. This is based on the aluminium price up-cycle which is premised on a supply-demand dynamic mismatching, the research house told clients in a report. This in turn is attributable to a commodity rally which is happening as economies reopen and pent-up demand continues to unfold. “In addition, FY2021 will be a record year with its 42% new capacity, boosting earnings. “We reaffirm our outperform rating with a higher target price of RM9.75, “ Kenanga said. The stock rose to a high of RM8.52 yesterday valuing the company at over RM34bil. Even so, the stock was not spared from the meltdown in mid-Mar 2020 where its share price plunged 48% from the beginning of the year to RM2.74 but it has since rebounded strongly by 205% from that low. In 2020, the Press Metal stock had risen 80% making it the best non-glove performer for an index-stock. Meanwhile, according to Kenanga, aluminium prices are at a three-year high. Notably, the solid price movement is in line with the rally of other commodities. In terms of the supply of aluminium, this is not expected to match robust demand, especially in China where the authorities have directed old environment-unfriendly plants to shut down, worsening supply-demand dynamics. “As such, this could be the early stage of an price up-cycle; furthermore the current price is only about 4% above its 10-year mean of US$1897 per tonne.” The research house also said although alumina prices have risen in tandem with rising aluminium prices in 4Q of 2020, raw material prices did not increase as much, at only 8% as compared to aluminium prices at 12%. “As such, the cost of alumina only made up 15.4% to aluminium prices as opposed to 16% in 3Q 2020. “This implies that Press Metal’s upcoming results are likely to be stronger with improved margins. “Going forth, with rising prices and a lower cost structure coupled with the 42% new capacity, FY2021 will likely be a record-breaking year.“ 07/01/2021 10:57 PM Mr.Sm Invest123 HLIB Research starts coverage of Press Metal, with target price at RM10 - http://www.theedgemarkets.com/article/hlib-research-starts-coverage-press-metal-target-price-rm10 (Share from StockHunter) 11/01/2021 9:06 PM Mr.Sm Invest123 中鋼（2002）昨（13）日拍板今年2月盤價，主力底材熱軋每公噸大漲2,200元，平均漲幅9.5%，價格和漲幅雙創三年11個月來新高，仍預留空間給下游用戶，預計子公司中鴻下周跟進。 16/01/2021 8:59 AM PureBULL ... Jan 12, 2021 5:19 PM | Report Abuse EXPORT.THEME.PLAY for 2021 is building up today ... Values r increasing. In 1-2 months time, I expect most of these stocks will be very HIGH. i. D&O, UNISEM, MPI, GREATEC, UWC, INARI, JFTECH ii. PIE, FPI, VS, SKPRES, ATAIMS iii. PMETAL, PMBTECH iv. 7 GLOVES v. MUDA, SCIENTX Join this happening Te le gram group. You can learn the knowhow of many sifu with time proven strategies n tactics for today's mkt. Search at: greatstockinvestors 18/01/2021 3:13 AM  |
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