Highlights
KLSE: PMETAL (8869)       PRESS METAL ALUMINIUM HOLDINGS BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
6.17   -0.02 (0.32%)  6.13 - 6.24  5,277,000
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General Meeting

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Ann. Date Date Time Type Venue View
28-May-2013 20-Jun-2013 10:30 AGM Room 8, Level 6, Best Western Premier Dua Sentral, 8, Jalan Tun Sambanthan, 50470 Kuala Lumpur Meeting Detail
10-Feb-2014 05-Mar-2014 10:30 EGM BALAI TUNKU ABDUL RAHMAN, COMMONWEALTH HOUSE, NO. 4, JALAN BIRAH, DAMANSARA HEIGHTS, 50490 KUALA LUMPUR Meeting Detail
10-Feb-2014 05-Mar-2014 11:30 NOTICE OF THE 2011/2019 RCSLS HOLDERS' MEETING ROOM TUN H.S. LEE, COMMONWEALTH HOUSE, NO. 4, JALAN BIRAH, DAMANSARA HEIGHTS, 50490 KUALA LUMPUR Meeting Detail
03-Jun-2014 26-Jun-2014 10:30 AGM Cypress & Maple Room, Level C, One World Hotel, First Avenue, Bandar Utama City Centre, 47800 Petaling Jaya, Selangor Meeting Detail
30-Sep-2014 23-Oct-2014 10:00 EGM Cypress & Maple Room, Level C, One World Hotel, First Avenue, Bandar Utama City Centre, 47800 Petaling Jaya, Selangor Darul Ehsan, Malaysia Meeting Detail
16-Jan-2015 04-Feb-2015 09:00 EGM Orchid & Jasmine Room, Level C, One World Hotel, First Avenue, Bandar Utama City Centre, 47800 Petaling Jaya, Selangor Darul Ehsan, Malaysia Meeting Detail
26-May-2015 18-Jun-2015 10:30 AGM Maple Junior Ball Level C, One World Hotel First Avenue Bdr Utama City Centre 47800 PJ Selangor Meeting Detail
28-Apr-2016 16-Jun-2016 10:30 AGM Topaz Ballroom, Level G, One World Hotel First Avenue, Bandar Utama City Centre 47800 Petaling Jaya Selangor Darul Ehsan Meeting Detail
20-Sep-2016 13-Oct-2016 10:30 EGM Jasmine Junior Ball, Level C, One World Hotel First Avenue, Bandar Utama City Centre 47800 Petaling Jaya Selangor Darul Ehsan Meeting Detail
24-Jan-2017 28-Feb-2017 10:30 EGM Topaz Ballroom, Level G, One World Hotel First Avenue, Bandar Utama City Centre 47800 Petaling Jaya Selangor Darul Ehsan Malaysia Meeting Detail
24-Jan-2017 28-Feb-2017 11:30 NOTICE OF COURT CONVENED MEETING Topaz Ballroom, Level G, One World Hotel First Avenue, Bandar Utama City Centre 47800 Petaling Jaya Selangor Darul Ehsan Malaysia Meeting Detail
27-Apr-2017 15-Jun-2017 10:30 AGM Topaz Ballroom, Level G, One World Hotel First Avenue, Bandar Utama City Centre 47800 Petaling Jaya Selangor Darul Ehsan Meeting Detail
27-Apr-2018 19-Jun-2018 10:30 AGM Topaz Ballroom, Level G, One World Hotel First Avenue, Bandar Utama City Centre 47800 Petaling Jaya Selangor Darul Ehsan Meeting Detail
29-Apr-2019 29-May-2019 10:30 AGM Topaz Ballroom, Level G, One World Hotel First Avenue, Bandar Utama City Centre 47800 Petaling Jaya Selangor Darul Ehsan Meeting Detail
12-May-2020 11-Jun-2020 10:30 General Broadcast Venue Suite 61 & 62, Setia Avenue No. 2, Jalan Setia Prima S U13/S, Setia Alam Seksyen U13 40170 Shah Alam, Selangor Darul Ehsan Meeting Detail
19-Mar-2021 06-Apr-2021 10:30 Extraordinary Broadcast Venue Suite 61 & 62, Setia Avenue, No. 2 Jalan Setia Prima S U 13/S Seksyen U13, 40170 Shah Alam, Selangor Darul Ehsan Meeting Detail
18-Jun-2021 29-Jun-2021 10:30 General Online Meeting Platform via TIIH Online website at https://tiih.online provided by Tricor Investor & Issuing House Services Sdn Bhd in Meeting Detail
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  17 people like this.
 
Fabien _the efficient capital allocator Aluminium broke above $2700
01/09/2021 12:02 PM
meistsk3134 another dividend
01/09/2021 8:11 PM
pete tf Normal drop after the recent rise. Company well managed. Every year ada profit. Dividen pun ada tiap-tiap tahun. Confidence in the company.
02/09/2021 10:51 AM
Sailangking stay turned............big rewards.keep n watching if u already bough
02/09/2021 11:04 AM
paperplane Gunea....hmmmmmmmm,sure?
07/09/2021 10:37 AM
Sailangking yummy
07/09/2021 11:19 PM
08/09/2021 8:56 PM
Mr.Sm Invest123 齐力科技 (PMBTECH) – 与半导体和太阳能同步成长

公司背景

齐力科技 (PMBTECH) 创办于2002年,透过齐力工业 (PMETAL, 8869.KL)管氏家族的管理下,成功在2003年11月在大马交易所Second Board 上市,在2009年转至主板上市。截止2021年5月3日,齐力工业持有20.87%股权,是公司大股东之一。PMBTECH 的业务主要是铝贸易的下游产品,和制造硅金属 (Metallic Silicon) 业务。PMBTECH也是马来西亚最大的铝制脚手架系统 (scaffold system)制造商和Haulotte 航空出入设备的独家分销商。

业务分析

截至2021财政年上半(6MFY21), 建筑和制造 (Construction & Fabrication) 和制造与贸易业务 (Manufacturing & Trading) 分别占整体营业额31%和69%。制造与贸易业务是营运盈利 (Operating Profit) 的贡献泉源,占整体营运盈利的91%。

PMBTECH的业务可以分为两大类:

1. Manufacturing & Trading
硅金属通常按其所含的铁 (Iron)、铝 (Aluminium)、钙 (Calcium) 三种主要杂质的含量来分类标号为553, 441, 421, 3303, 2202等等。硅金属也称为工业硅或结晶硅,一般来说,金属硅可以划分为冶金级 (Metallurgy) 和化学级 (Chemistry)。冶金级的硅也称为金属硅,主要是因为它带有金属灰色且有光泽。

硅金属能扮演硬化剂 (hardener)和合金元素 (alloying element) 的角色,能制造发动机缸体 (engine blocks),合金轮辋 (alloy rims), 微处理器和太阳能电池等等。基本上在提炼过程中,接近一半的冶金级硅金属使用在化学用途,能制成润滑剂,密封胶,涂层,化妆品等等。在制造太阳能电池时,光伏级多晶硅(Photovoltaic grade polysilicon)会派上用场。目前90%的太阳能科技上都会看到硅金属的踪影。除此以外,全球超过33%的电子类产品如电脑,手机,平板电脑,电视机,收音机,硅金属也扮演着重要的角色。

制造硅金属业务是由全资子公司, PMB Silicon Sdn Bhd 负责。生产基地位于Sarawak 的Samalaju Industrial Park,拥有长期充裕的水力发电供给,且公司已经和Sarawak州政府签署长期电力购买合约,锁定极具竞争优势的发电成本,奠定公司往后成为全球领先的优质硅金属制造商。目前已使用的水力发电厂包括Batang (108MW), Bakun (2400MW), 和Murum (944MW), 而Baleh (1285MW)目前处于建设期间,预计在2025年投入运作,投入电量将达到3452MW。在2019年公司第一期的硅金属年产量达36,000公吨,而第二期也在2020年年底投入运作,年产量将增加额外36,000公吨,总产量达72,000公吨。

Ladder, Scaffold Tower, Aerial Working Platform Equipment

除了制造硅金属,公司也涉及建造存取设备 (access equipment), 包括旗下品牌, Everlas 家用和施工用途的铝制阶梯 (ladder)。该品牌在大马已超过30年,在超市和五金店都能找到。除了本地市场,多年以来该品牌也出口至全球各地,比如United Kingdom, Australia, South Africa, United Arab Emirates, Qatar, Kuwait, Saudi Arabia, Egypt, Lebanon, Kingdom of Bahrain, Bangladesh, Maldives, Yemen, New Zealand, Singapore 和 Indonesia等地。

作为全马最大的脚手架塔 (scaffold tower)制造商,公司的铝制脚手架塔获得SIRIM认证,在油气业,航空,国际会议中心,仓库,船厂,政府大楼等都有广泛使用。在2018年也获得Construction Industry Development Board (CIDB)的认可,确保产品能提供最高规格的安全标准。 在高空作业平台方面 (Aerial Working Platform Equipment), 公司和法国知名品牌 Haulotte迈入第十年的合作伙伴关系, PMBTECH是该品牌的独家分销商。

2. Construction and Fabrication
从设计,制造,到安装铝幕墙,覆层系统,门面工程,铝系统模板工程等,PMBTECH有自家工程师提供一站式服务。安装铝幕墙不但有美化的效果,而且能节省能源,符合绿色大厦要求。

业绩分析

按年对比,得益于较高的销售,2021财政年上半年的制造业务营业额增长53%; 而建造业务营业额则微跌1.5%, 整体营业额按年上升30.55%,制造业务和建造业务的营运盈利赚幅(Operating Profit Margin 分别是13.29% 和 2.82%。而按年对比,上半年 (6MFY21)整体税前盈利暴涨3.5倍。

PMBTECH在2019年已把旗下4家子公司PMB Central Sdn Bhd, PMB Northern Sdn Bhd, PMB Eastern Sdn Bhd, 和PMB Aluminium Sabah Sdn Bhd, 以总值现金RM 44 mil转售予大股东,Press Metal Aluminum Holdings Bhd (PMETAL),目的是要整合公司资源,在未来专注制造硅金属业务。这些子公司原属于制造与贸易 (Manufacturing & Trading),在转售予大股东得来的 RM 44 mil ,其中85%或 RM 37.8 mil 来购买制造硅金属的原材料,碳电极 (Carbon Electrodes) 和低灰煤(Low ash coal)。另外的6.92% (RM 3.07 mil)作为派发股息,6.99% (RM 3.10 mil)作为营运资本,其余的1.09% (RM430K) 作为支付相关费用。

PMBTECH的负债率在过去6年都站在2倍以上,在2018年公司透过发放为期5年的不可赎回能转换无抵押债卷股 (Irredeemable Convertible Unsecured Loan Stock, ICULS) 向投资者筹募资金来进军制造硅金属业务。

需留意的是公司在2019年完成了拆股(1分为2),加上发放为期5年的不可赎回能转换无抵押债卷股 (ICULS) 并附送公司凭单 (Company Warrant),导致股本提升而稀释了每股盈利,所以在2019财政年公司的每股盈利明显下滑。投资者能在有效期内随时转换ICULS 或该凭单,截至2020年4月20日,公司2019年年报显示投资者的ICULS和warrant持有单位分别还有74.8 million 和38.7 million 依然未转换成母股,也就是说若未来的日子里这些投资者决定转换成母股,这将稀释公司每股盈利。

成长因子 (Key of Growth)

1.全球硅金属需求稳定增长
在公司2019年年报管理层指出,得益于追求绿色能源,科技持续进步和半导体的需求量猛增下,全球硅金属需求将以4%的年复合增长率 (CAGR)稳定上升。公司第二期 (Phase 2) 的硅金属制造在2021年上半年开始做出贡献后,依然有土地空间和充裕的水力电源为潜在第三期和第四期持续提高年产量。

2. 第二个未来成长引擎- 综合型硅氧烷生产基地 (Siloxane
在2020年11月26日, 公司与Sarawak 州政府机构 (SEDC)签署备忘录(MoU),在Tanjung Kidurong, Bintulu携手探索和经营一家综合型生产基地以供应硅氧烷予本地和国际客户。硅金属和甲醇 (methanol)乃是制造硅氧烷的两个主要原材料,硅金属的供应将由子公司 PMB Silicon Sdn Bhd 负责,至于甲醇则由 Sarawak Petchem Sdn Bhd 负责。Sarawak Petchem Sdn Bhd已经获得Sarawak 州政府的批准,在当地设立一家甲醇供应综合设施。

自1940年,从居家,医疗,电子,美容和化妆品等领域,硅氧烷已被广泛使用。硅氧烷里的成分有护发作用,也能被应用作为润肤剂,保湿剂等。

有机硅(silicone)是由硅氧烷配制而成,那透过有机硅的商业用途和市场规模也能间接推断硅氧烷的前景。由根据全球商業资讯咨询服务供应商 IHS Markit的一份研究报告(上图),中国依然是全球最大的有机硅 (silicone) 消费国,占全球42%(2012年:36%),接着是欧洲西部占全球17% (2012年:23%),美国则占全球15% (2012年:12%)。中国保持着领先的消费趋势,主要是当地拥有庞大且多元化的生产基地,尤其在医疗设备,密封胶 (sealants),弹性体(elastomers)和电子类 (electronics)等等。根据独立市场调研机构Fact.MR指出,亚太地区 (APAC)将继续成为硅氧烷的主要消费地区,尤其在润滑剂 (lubricants)市场。至于拉丁美洲,中东和非洲将以温和姿态成长。

估值

回顾在2019年年末公司把旗下4家子公司以总值现金RM 43 mil转售予大股东,Press Metal Aluminum Holdings Bhd (PMETAL), 因此在2019财政年第四季度 (4QFY2019)录得一笔一次性转售盈利(gain on disposal) RM 10 mil, 如果剔除该笔盈利,调整后累积12个月的每股盈利 (Adjusted basic EPS)为 9.07仙,Adjusted P/E Ratio 为57倍。

展望2021财政年,目前上半年的累积税后盈利达RM 18.2 mil ,相等于公司在2020财政年全年税后盈利的80%。 如果公司在下半年第三季度和第四季度能复制第二季度的盈利水平或者交出将近每股盈利 RM 0.12,那2021财政年全年每股盈利将达 RM 0.20左右,如果以今天 (7th Sept 2021) 收市价 RM 6.93来观察,P/E ratio达34.6 倍。

总结
虽然 PMBTECH 处在高成长阶段,硅金属需求能见度高,但也得留意当中的风险,包括硅金属的价格波动,疫情持续蔓延影响产量,工程业务进度缓慢也会拖累整体盈利。
08/09/2021 10:42 PM
Mr.Sm Invest123 PMETAL=PMBTECH
08/09/2021 10:53 PM
Mr.Sm Invest123 https://www.theedgemarkets.com/article/aluminium-notches-fresh-13year-high-supply-woes-demand-surge
09/09/2021 3:21 PM
Cakes Moon Aluminium price is sky high.
11/09/2021 11:51 AM
wikioon aluminium touched 3k
13/09/2021 1:58 PM
meistsk3134 pmetal n pmbtech different company?
13/09/2021 7:39 PM
wallstreetrookie My price target has been hit at RM6 and beyond that, I don't see any growth factor in this company anymore. Investors need to be cautious about short term news flow and expect a 10% volatility in the medium term. It is reasonable for long term investors to scale back and take some profits off the table. Good luck.
14/09/2021 7:14 PM
meistsk3134 pmb tech rm8.00
20/09/2021 10:02 AM
Kevin Tam Press metal is overvalued at above 5.10-5.20, be cautious...
20/09/2021 2:26 PM
Mr.Sm Invest123 theedgemarkets.com

September 20, 2021 14:38 pm +08


PMB Tech surges to all-time high of RM9.45

KUALA LUMPUR (Sept 20): Shares of PMB Technology Bhd leapt more than 21% to an all-time high of RM9.45 today amid active trade in today’s morning session on Bursa Malaysia.

The stock, which was second on Bursa’s top gainers list today, peaked at an intraday high of RM9.45 before settling for the noon break at RM9. It closed at RM7.44 last Friday (Sept 17). Over the past one year, the stock has rallied 250.19% from RM2.57.

According to its official website, PMB Technology is principally an investment holding company, with the group complementing the activities of its corporate shareholder Press Metal Aluminium Holdings Bhd, which is the largest aluminium smelter in Southeast Asia and the largest aluminium extruder in Malaysia.

To recap, Press Metal also saw its stock rise to its highest on Sept 8 to an all-time high of RM5.97. It was reported earlier that aluminium price climbed to its highest in more than a decade on the back of concerns over raw material supply amid a coup in Guinea — a major supplier of bauxite.


Last month, PMB Technology saw its net profit soar more than eight times to RM11.58 million in the second quarter ended June 30, 2021 (2QFY21) from RM1.37 million a year ago, aided by improved contributions by its manufacturing and trading, and construction and fabrication segments. Revenue for the quarter also more than doubled to RM178.25 million year-on-year from RM84.87 million.

The stellar results lifted PMB Technology's cumulative net profit for the six-month period ended June 30, 2021 (1HFY21) by 396.35% to RM18.21 million from RM3.67 million in 1HFY20. Cumulative revenue also increased by 30.55% to RM340.08 million for 1HFY21 compared with RM260.49 million a year earlier.

Meanwhile, prices for semiconductor chips are expected to rise across the spectrum given that the global chip shortage is likely to last until sometime late next year.

According to Moody's Analytics, it said the trend towards remote work that accelerated due to Covid-19 movement restrictions has given rise to heightened demand for semiconductor chips.

"Given the capital-intensive nature of their production process, supply has not been able to keep pace with the increase in demand," it said in a note today.

It noted that the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co has been raising prices across the spectrum, some by as much as 20%, while three Chinese chipmakers have been fined by the Chinese government for abnormally high price increases.

"Chip prices have already risen, and they are likely to rise even further.

"What are some downstream effects from these price and quantity dynamics? Car prices have risen significantly, with average unit sales US$8,200 higher than two years ago, and we can expect more of the same," it added.
20/09/2021 5:56 PM
Mr.Sm Invest123 Excellent answer from management.- Steady
This announcement is dated 21 September 2021

PMB TECHNOLOGY BERHAD (“PMBT” OR “THE COMPANY”)

Reference is made to the letter dated 21 September 2021 received from Bursa Malaysia Securities
Berhad (“Bursa Securities”) querying on the unusual market activity of the Company in relation to the sharp rise in price and trading volume of the Company’s shares recently (“trading activity”).
After having made due enquiry with the Board of Directors (“Board”), major shareholders of the
Company and such other relevant persons, the Company wishes to inform and confirm the following:-

1. Whether there is any corporate development relating to your Group’s business and affairs that
has not been previously announced that may account for the trading activity including those in
the stage of negotiation/discussion. If yes, kindly provide the details including status of the
corporate development to enable investors to make informed investment decisions; As at the date of the announcement and to the best of the Board’s knowledge and belief, thereare no corporate developments relating to the Group’s business and affairs that have not been previously announced that may account for this trading activity.

2. Whether there is any rumour or report concerning the business and affairs of the Group that may
account for the trading activity and in this respect, you are required to comply with Paragraphs
9.09 and 9.10 of Bursa Securities LR; To the best of the Board’s knowledge and belief, the Board is not aware of any rumour or report concerning the business and affairs of the Group that may account for this trading activity.

3. Whether you are aware of any other possible explanation to account for the trading activity; and

a. There has been a recent surge in metallic silicon prices (as well as for raw materials in
general), due to worldwide market forces, which augurs well for the Group; and

b. The Board continues to engage with Syarikat Sesco Berhad (SESCO) from time to time and
at any time to explore opportunities for additional power supply from SESCO which will
enable the Group to expand the production of its metallic silicon plant situated in Bintulu,
Sarawak.

Save as disclosed above, the Board is not aware of any other possible explanation to account
for this trading activity.


4. Whether you are in compliance with the Bursa Securities LR, in particular Paragraph 9.03 of the
Bursa securities LR on immediate disclosure obligations.

The Board wishes to confirm that the Group is in compliance with the Bursa Securities LR, and
in particular Paragraph 9.03 of the Bursa Securities LR on immediate disclosure obligations.
22/09/2021 8:40 AM
EatCoconutCanWin doomday for steel ... bo chao die....similar to gloves
22/09/2021 8:43 AM
pete tf Confidence
23/09/2021 1:46 PM
Mr.Sm Invest123 Post removed. Why?
24/09/2021 7:53 AM
tattvooi can any1 explain why pmetal price movement not correlated to pmbtech?
24/09/2021 11:46 AM
Mr.Sm Invest123 PMBTECH had double its production from 36,000 mtpa to 72,000 mtpa up to now, up to its 2nd phase project expansion from 4 phase development of 64 hectares ..

ADVANTAGES OF PMBTECH SILICON

Logistic Cost Advantage : Strategically located between the East and the West, Malaysia is located at the straits of Malacca, home to Singapore Port & Port Klang, Malaysia, two of busiest port in the world where shipping rates are favourable.

Locally Sourced Raw Material : Malaysia has readily available raw material which ensures consistency in supply.

Abundant Green Power Supply : Blessed with high rainfall and an abundance of rivers, Sarawak provides affordable, renewable energy through hydropower developments .. 1st hydroelectric plant (HEP) at Batang Ai (108 MW) in 1985, with Bakun HEP in 2011 (2,400 MW), followed by Murum HEP in 2014 (944 MW). Baleh HEP is still under construction & expected to be commissioned by 2025. That will make total capacity 3,452 MW.
source : sarawakenergy.com

CHINA SUPPLY OUTLOOK
Silicon & Aluminium price on a tear

Both silicon & aluminium price soars to their 3-year high. While global solar energy demand drove the recovery from March lows, it was actually news about China changing their environmental policies that fuels the price trend.

China produces more than 50% / 60% of the world’s aluminium / silicon. As mentioned earlier, it takes a great environmental toll to produce these materials. Now that China pivots its environmental concern policies, coal-fired power plants will be discontinued hence potentially shrinking production rates and altering supply-demand balance outlook.


SILICON AS AN ESSENTIAL MATERIAL FOR SOLAR & EV ECONOMY

Solar – The basic component of a solar cell is pure silicon, which also has been used as an electrical component for decades.

Polysilicon (a purer form of silicon) is in acute shortage because of vigorous solar module demand. Over 90% of the current solar cell market is based on silicon currently.

Electronic Vehicles (EV) – Elon Musk announced that Tesla will use more Silicon to replace Cobalt in producing its batteries for its future generation models.

The strategy poise to make Tesla EV a lot more affordable and is seen to be adopted by other EV battery vendors.

AGGRESSIVE CAPACITY EXPANSION

PMBT is undergoing an aggressive expansion plan to meet the world’s silicon demand is impeccable.

Located in Samalaju Industrial Park in Bintulu, Sarawak, it had double production capacity from 36,000 mtpa (1st phase) to 72,000 mtpa (phase 2), current phase.

The co.’s corporate plan indicates that the plant size is of 64 hectares and is suitable for 4 phases of development.

TRADE WAR

Trade war distorts the global supply chain. PMBTECH stands to capture higher market share as a neutral Malaysian producer.

Meanwhile the company’s markets are mainly in Europe and America where there are trade barriers against the Chinese suppliers.

CATALYST

Solar and EV drives silicon demand

Production capacity expands by 2x in 2021

Tesla battery revolution drives more silicon for anode material

Trade war for higher market share
25/09/2021 10:23 PM
26/09/2021 3:42 PM
HamsterHuat tattvooi can any1 explain why pmetal price movement not correlated to pmbtech?

@tattvooi

like this...pmetal NOSH is 8 billion share.
as compare to pmbtech is 210 million share.
Genetec is 54 million share.

So...
pmetal current share price rm5.60 ( 8 billion share)
pmbtec current share price is rm13.08 ( 210 million)
genetec is rm37.xx (54 million)

So do you see the correlation?
28/09/2021 6:14 AM
tattvooi @HamsterHuat
eps and liquidity...
28/09/2021 1:05 PM
sims purebull, most probably will be OMH, which own OMS The neighbor of PMETAL, using the same source of RE. riding on ATH ferro alloy price, with local partner CMSB (25%)

the recent double listing (ASX and KLSE) company in June 21.

time will tell
28/09/2021 9:27 PM
Mr.Sm Invest123 Sister company of PMETAL- PMBTECH

Silicon metal prices continue to soar, China’s silicon metal supply gap highlights

In September 2021, the market price of Silicon metal in China continued to soar. As of September 14, the reference price of Silicon metal in China was $5,540 / ton, more than 2 times higher than the price of the same period in 2020, breaking all kinds of price records.

The reason for the explosive growth of silicon metal this time is cost rise and imbalance between supply and demand. There are mainly the following four points:

First, the cost is mainly the cost of raw materials and electricity, and the cost of producing silicon metal is mainly the cost of electricity. After the end of this year's wet season, the price of electricity has risen, and the production cost has also risen.

Second, due to the epidemic situation, many foreign silicon metal manufacturers cannot produce normally, and the international demand for silicon metal has not decreased, but we have done a good job in controlling the epidemic situation. So foreign inquiries have not stopped for nearly a year.

Thirdly, in August, due to various reasons, the silicon factories had power outage for maintenance, so the output has not come up. Silicon metal products are often in short supply.

Fourth, the influence of national environmental supervision and "carbon neutral, carbon peak" policy.
29/09/2021 2:01 PM
Mr.Sm Invest123 Minutes of 19th Annual General Meeting PMBTECH
http://www.pmbtechnology.com/?cat=231
29/09/2021 10:58 PM
PureBULL ... ALL ABOUT THE CURRENT HAPPENING GLOBAL BIZ

The crown jewel of Sarawak now is her
BAKUN HE n its cousins of Dam HE = the best giant green energy for EV.METALS that r huge energy guzzlers.

High speed success stories of STOCKS as consumers of Bakun HE r
a. PMETAL in Al, rm47 billion co, created in < 5 years, the world's lowest cost producer of Al, some more with green energy
b. PMBTECH in Si, rm3 billion co n counting fast...
c. WHO's the immediate next stock to shine? paragon?

many r doing networking with Sarawak authority now...
KOON family likely has the 1st mover advantage, or right of refusal but impossible to do so.

http://www.pmbtechnology.com/?cat=231
https://www.argusmedia.com/en/news/2258698-asian-silicon-buyers-flood-europe-to-secure-supply
30/09/2021 11:14 AM
Mr.Sm Invest123 Asian silicon buyers flood Europe to secure supply

Published date: 29 September 2021
Share:

Asia-Pacific silicon consumers are flooding into the European market seeking spot cargoes, after their Chinese suppliers halted supply because of output cuts at the country's major production hubs.

European producers and traders received a large range of offers from Asian buyers, competing with their usual European customers for spot silicon metal volumes.

"I'm receiving calls from buyers in Taiwan, Japan, India and South Korea. I could easily sell all our production quantity to Asia right now," said one European producer. "But I have to serve my European customers on contracts, our focus is mainly Europe and Japan."

Most producers were focused on delivering on their contractual obligations, but some had small volumes available on the spot market. One western European producer sold several small lots of 5-5-3 grade metal to a South Korean buyer at $8,000/t (€6,863/t) cif Busan.

Traders offered higher prices linked to the Chinese export price but offers above this price were firmly rejected. One trader offered 3-3-0-3 grade metal to a Taiwanese buyer at €9,000/t in warehouse but was rejected. Chinese export prices for 5-5-3 grade silicon metal were assessed at $8,900-8,950/t fob (€7,616-7,658/t).

European buyers also scramble

Several large primary aluminium producers have also entered the spot market alongside secondary aluminium and chemical siloxane producers, pushing European prices higher.

Prices for 5-5-3 grade silicon metal were up at €5,400-5,600/t ddp on 28 September, an increase of €900/t from the previous assessment at €4,500-4,700/t ddp on 23 September. Prices for 4-4-1 grade metal were assessed at €5,600-5,800/t ddp on 28 September, also up by €900/t from €4,700-4,900/t on 23 September. The market for 3-3-0-3 grade was assessed up at €5,800-6,000/t ddp.

One producer sold 75t of 3-3-0-3 grade metal to an existing customer in Europe at €5,975/t ddp. Market participants expect prices to continue rising in the coming days as competition for spot volumes heats up.

Secondary aluminium and large primary and alloy producers were more comfortable absorbing price rises than chemical producers because silicon metal is a smaller proportion of their raw material costs.

Aluminium-silicon alloys contain 5-25pc silicon, with the most commonly used containing 8-12pc. Chemical producers require around 0.5t of silicon metal to produce 1t of siloxane, while polysilicon producers require 1t of metal to produce around 1t of polysilicon.

Consumers were also eager to secure material for the first and second quarter of 2022 at the earliest to avoid higher prices in the traditional October-November contract negotiation period. European producers said that consumers, usually buying from China, are negotiating with them for first-half 2022 supply, anticipating a protracted disruption in China from energy curbs and ahead of the Winter Olympics in Beijing in February.

"I think the problem is more of a structural issue, people are looking for longer-term contracts because of expected difficulty over the next year and fears over China's energy plans. Some are cautious for the full year, but less willing to commit as prices could come down further on," one European producer said.

By Thomas Kavanagh
30/09/2021 11:27 AM
Mr.Sm Invest123 WOW....Silicon Metal’s 300% Surge Throws Another Price Shock at the World .

https://www.bloomberg.com/news/articles/2021-10-01/silicon-s-300-surge-throws-another-price-shock-at-the-world?srnd=premium-asia
02/10/2021 12:40 AM
Mr.Sm Invest123 PMBTECH - Will it become the next Genetec?

Author: EagleEyed | Publish date: Sat, 2 Oct 2021, 5:32 PM

https://klse.i3investor.com/blogs/EagleEyed/2021-10-02-story-h1591871253-PMBTECH_Will_it_become_the_next_Genetec.jsp
02/10/2021 11:06 PM
Mr.Sm Invest123 Silicon metal and aluminum industries hit by China power shortages

A combination of booming demand for coal-fired power and a shortage of the black stuff – exacerbated by a political row with Australia – have forced up prices to the extent fossil fuel generators are making a loss on every unit of electricity they produce. pv magazine‘s Vincent Shaw considers the potential solutions.
October 4, 2021

https://www.pv-magazine.com/2021/10/04/silicon-metal-and-aluminum-industries-hit-by-china-power-shortages/
04/10/2021 7:08 PM
Mr.Sm Invest123 Silicon shortage: Why semiconductor chips are so hard to find with everything from cars to consoles delayed

https://inews.co.uk/news/consumer/silicon-shortage-semiconductor-chips-why-cars-consoles-delayed-explained-1229981
05/10/2021 8:40 AM
Bizfuneng RHB gives RM8.
05/10/2021 8:45 AM
pete tf Time is the essence !
05/10/2021 1:42 PM
Mr.Sm Invest123 Silicon metal and aluminum industries hit by China power shortages

A combination of booming demand for coal-fired power and a shortage of the black stuff – exacerbated by a political row with Australia – have forced up prices to the extent fossil fuel generators are making a loss on every unit of electricity they produce. pv magazine‘s Vincent Shaw considers the potential solutions.
October 4, 2021

https://www.pv-magazine.com/2021/10/04/silicon-metal-and-aluminum-industries-hit-by-china-power-shortages/
05/10/2021 7:53 PM
PureBULL ... Posted by PureBULL ... > Oct 4, 2021 4:46 PM | Report Abuse X

HIGH SPEED SUCCESS FORMULA FOR GREAT WINNING STOCKS ARE :


EV.METAL + BAKUN.HYDRO.ELECTRIC = PMETAL = $47 Billion.now n counting

This is the hypothesis for Mr Mkt to prove asap:

PMBTECH in Si = about 1/3 of PMETAL = $47/3 Billion mkt.cap

IF PARAGON is into EV.METAL then
PARAGON = 1/3 OF PMBTECH'S MKT CAP = $47/3/3 = ?
06/10/2021 9:42 AM
Cakes Moon Aluminium price is unstoppable!!!
08/10/2021 9:48 AM
Yu_and_Mee hahahahahah @PureBULL, keep posting the same thing.
08/10/2021 10:05 AM
Yu_and_Mee PureBULL bro, paragon only do carpet!!!!!!!!!!!
NOT Aluminum Carpet!!!!!!!!!
08/10/2021 10:06 AM
Blackpepper2020 StoreDot accelerate to fast-charging eVs with silicon and tin

Pioneering lithium-ion battery start-up StoreDot is focusing on silicon and tin to achieve extreme fast charging. Their first five-minute batteries will be available for testing later this year, while mass production will begin in 2024.

StoreDot announcedthat they will work with Chinese manufacturer EVE Energy to mass-produce their XFC FlashBattery for electric vehicles (EVs). “XFC technology is absolutely critical to accelerating the adoption of petrol- and diesel-free vehicles by eliminating the barrier of range and charging anxiety”, said EVE’s Chairman of the Board, Dr. Liu Jincheng. Daimler, BP, and Samsung are also key investors in the StoreDot technology.

A key component of the development is a new anode material that replaces graphite with new high-capacity materials. “Most of our efforts currently are focused on transitioning to silicon and tin”, said StoreDot CEO Doron Myersdorf.

StoreDot had previously sent Gen 1 samples to potential customers with germanium-based anodes but found this metal was not sufficiently abundant and not affordable. Their Gen 2, silicon-tin, fast charging cell already records an energy density of 240 Wh/kg, with a longevity of 1,000 cycles possible by the end of the year.

By 2028, this energy density could almost double with the launch of Gen 3 cells. These are designed with a hybrid form of solid-state technology and could store 440 Wh/kg. Lead-acid batteries, by comparison, hold 35-40 Wh/kg.

Traditionally, lithium-ion batteries use a graphite (carbon) anode. These are extremely stable at normal charging rates but have a high electrical resistance. During fast-charging, this causes needle-like dendrites to form on the graphite anode surface, damaging the battery.
StoreDot have replaced the solid graphite anode with tightly packed balls of silicon-tin to reduce resistance and increase conductivity. These nanoscale balls swell during charging, but there is enough room between the balls to limit swell-induced damage that has previously caused problems for non-graphite anodes.

Our view: EVs currently struggle to compete with petrol and diesel vehicles when it comes to refuelling; 3-4 miles per minute charging is the current industry standard for EVs. StoreDot hope their Gen 2 cells will provide 20 miles per minute, with Gen 3 reaching 25 miles per minute. If charging station innovation can keep up with StoreDot, their silicon-tin extreme fast charging cells could transform commercial EV charging.
08/10/2021 10:51 PM
Mr.Sm Invest123 PMETAL=PMBTECH

Economy

The price of silicon metal has successively created a historical one-month increase of more than 60%
2021-10-09 14:50 HKT

https://min.news/en/economy/e3a4b8fc513a506a7a593e2e0254dbdb.html
09/10/2021 3:04 PM
Mr.Sm Invest123 铜箔短缺之后,芯片原材料硅Silicon metal 再大面积减产,芯片或涨价
时间:2021-10-05 作者:综合报道
​​​​​​​芯片短缺涨价是最近一年内半导体行业的“主旋律”,原来的芯片短缺问题主要在于产能无法跟上,导致很多需要半导体的产品缺少芯片之中“原材料”,然而,最近在铜箔出现短缺之后,现在制造芯片的直接原材料硅,也出现了大面积减产,由此可见,未来的芯片或许会再度迎来一波涨价潮。
芯片短缺涨价是最近一年内半导体行业的“主旋律”,原来的芯片短缺问题主要在于产能无法跟上,导致很多需要半导体的产品缺少芯片之中“原材料”,然而,最近在铜箔出现短缺之后,现在制造芯片的直接原材料硅,也出现了大面积减产,由此可见,未来的芯片或许会再度迎来一波涨价潮。



金属硅的价格在不到两个月的时间里暴涨了300%,其不断攀升的定价可能会给主要芯片制造商带来大麻烦。硅是技术领域的一个重要组成部分,被用于芯片生产以及其他行业,包括玻璃生产、混凝土以及硅胶产品。然而,尽管硅元素丰富到足以占到地壳组成的28%,但该材料的供应似乎正变得极为紧张。

广告
更高的芯片需求和水资源短缺等问题到目前为止已经影响了设备供应商,在所谓的全球芯片短缺中,硅本身是一个日益严重的问题领域。在彭博社的一份报告中,减产已经迫使该材料的价格上升到两个月前的三倍。减产的原因是主要产区试图减少电力消耗,其副产品是供应商的产量减少,包括那些从事硅材料的供应商。

部分重要的硅材料产区被命令从9月到12月在8月的水平上减产90%,促使产量突然上升。之前的价格是每吨折合人民币8000元至17000元之间(1200美元至2400美元),但现在的价格已经达到每吨67300元(10000美元左右)。

稀缺而昂贵的材料直接冲击了太阳能行业,太阳能级多晶硅的价格在周三跳涨了13%,创下2011年以来的最高价格。

预计硅的价格将在很长一段时间内保持高位,上海金属市场分析师预计在2022年夏季之前都会处于高位,预计明年下半年才可能有更多的生产机会。在那之前,购买硅的额外成本很可能会影响到生产和最终消费者支付的商品价格。

芯片原材料铜箔短缺,主板和GPU涨价



持续的半导体短缺正迅速滚雪球般地发展成全面的零部件短缺,突显了目前供应链的脆弱。铜是最新的供应短缺的商品,它可能进一步推动各种电子产品的价格上涨。援引DigiTimes报道,用于制造印刷电路板的铜箔继续供应不足,供应商因此遇到了成本上升。因此,人们不得不怀疑这些成本负担会以电子产品价格上涨的形式转嫁给消费者。



快速浏览一下铜的市场就会发现,在 2020 年 12 月底的时候,铜的销售价格为每吨 7845.40 美元。今天,该商品的价格为每吨 9262.85 美元,在过去九个月中每吨增加了 1417.45 美元。

根据 Tom's Hardware 的说法,由于铜和能源生产成本的上升,铜箔的价格自第 4 季度以来已经飙升了 35%。这反过来又增加了 PCB 的成本。使情况进一步恶化的是其他行业也越来越依赖铜。该媒体对目前铜箔卷的成本、一卷铜箔能生产多少 ATX 板等进行了全面细分,供那些希望深入了解经济状况的人参考。

虽然各种电子产品都有可能因此而涨价,但像主板和显卡这样的产品可能受到的冲击最大,因为它们使用的是高层数的大型 PCB。在这个子集中,可能是预算硬件的价格差异感受最深。例如,高端主板已经有很大的溢价,制造商可能更愿意吸收这个层次的小幅价格上涨。
10/10/2021 12:02 AM
mamatede Their 15 years fix price agreement with SEB on electricity is a win - win situation during this time of rising energy price.
11/10/2021 10:49 PM
MorningGlory123 Why no consider Mycron because still under value

EPS : RM 0.1563 (YA2021)

NTA : RM 1.36

Gearing : NIL (nett cash)

TP : RM 1.25 (PE 8 times)
12/10/2021 11:02 AM
Dimitri_Ivanov Excellent for Press Metal!

https://www.theedgemarkets.com/article/aluminium-hits-highest-2008-power-shortages-escalate
12/10/2021 11:24 AM
Mr.Sm Invest123 China is the biggest silicon metal manufacturer in the world, producing 68% of all the silicon manufactured in 2020. And now they are short on power due to high coal prices, and low rainfall at their hydroelectric dams. Now currently their coal mines are flooded making their problems worse.

https://www.google.com/amp/s/www.bbc.com/news/business-58879481.amp

Production of Silicon metal is a very energy intensive process and PMB is producing these products using hydroelectric power and hence, they are not effected by high gas, oil or coal prices like the other manufacturers are currently facing.

Prices of silicon metal is currently about 4x the average price a few months ago. It was reported that high prices will remain until summer 2022.
13/10/2021 8:58 AM
Habiboo Infrastructure spending will spur demand for aluminium consistently
15/10/2021 11:42 AM
Mr.Sm Invest123 热门股:齐力科技 上挑RM17.30

Author: Tan KW | Publish date: Sat, 16 Oct 2021, 7:53 AM

齐力科技(PMBTECH,7172,主板工业股)的日线股价趋势,于10月15日显现一段技术反弹走势,闭市时报15.68令吉,按日涨1.62令吉或11.52%。短期间该股或会上挑15.70-17.30令吉水平。

15/10/21行情

闭市:15.68令吉

起落:+1.62令吉

成交量:12,327宗

最高:15.80令吉

最低:14.10令吉

本益比:141.772倍

毛周息率:0.064%

52周最高:15.94令吉

52周最低:2.75令吉
16/10/2021 2:18 PM
17/10/2021 9:23 PM


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