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LIONIND - Why CHINA would be craving for HBI soon (5 min Cartoon Video)

FutureEyes
Publish date: Fri, 10 Aug 2018, 07:39 PM
Less description more numbers.

Following my recent article below on Lionind's massive HBI plant Earnings potential due to rise in Scrap Iron price:

 

LIONIND – The massive 900,000 ton Hot Briquetted Iron (HBI) Plant 100% EXPORT at PE = 1

Author:   |    Publish date: Sat, 4 Aug 2018, 12:09 PM :

 

Link here:

http://klse.i3investor.com/blogs/Insight1/168169.jsp

 

Please find below link on a short 5 minute Cartoon Video made by Northern Iron Corporation of Canada in 2013. 

 

It explains why in the future by year 2020, China will be having an insatiable demand for HBI (Hot Briquetted Iron).

Technically Scrap Iron supply in China cannot continuously be recycled (with a recycle time of 40 years) and yet provide enough supply for their increasing infrastructure demand unless they use Iron Ore or Scrap Iron subsitutes like HBI. 

Since they could not rely too much on Iron Ore (due to strict emissions restriction), they will be inevitably forced to rely on Scrap Iron substitutes like HBI.

 

HBI was predicted to be the key ingredient China would be craving for by 2020:

 

 

HOT BRIQUETTED IRON (HBI): The New Iron Age Part 2 - Balancing Global Metallics Supply and Demand

Original video below:

https://vimeo.com/60475742

The same video can be found in YouTube below:

https://www.youtube.com/watch?v=ygRgbGy8kC4

 

So now in 2018,  we are just witnessing the beginning.

 

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Be the first to like this. Showing 22 of 22 comments

FutureEyes

My original article link below:

https://klse.i3investor.com/servlets/forum/600168169.jsp

2018-08-10 19:52

myongcc5

In this case, if everything materialize by 2020, Lion King shud fetch at least >$6/share (based on yr earning postulation @ PE10.

2018-08-10 20:44

FutureEyes

Yes, that is for HBI plant alone.

Posted by myongcc5 > Aug 10, 2018 08:44 PM | Report Abuse

In this case, if everything materialize by 2020, Lion King shud fetch at least >$6/share (based on yr earning postulation @ PE10.

2018-08-10 20:53

myongcc5

TQVM FutureEyes.

2018-08-10 21:07

myongcc5

About 2 years ago in 2016, our team spotted the return of the steel industry, our co by the name MY produced 5 blockbuster movies tht won multi millions rewards:

1. The Awakening of The Lion king
followed by
'The Lion King Awakened'

2. The Return of The Lion King
followed by
'The Lion King Returns'

Finally, came 'The Lion King Reigns'

2018-08-10 21:21

myongcc5

Today, if not because of Idiotic Donald Duck 'tarik harga' issues n later followed by GE14, The Lion King will not b at tis level of PE4.

2018-08-10 21:23

myongcc5

Now being free fm the said issues, the lion king shud b heading fast NORTH

2018-08-10 21:24

value88

Wow, very informative video and easy to understand. Thanks FutureEyes.
LionInd's HBI operation indeed has great value.

2018-08-10 21:38

FutureEyes

value88, annjoo used to export Pig Iron to Vietnam when local steel demand was low.

2018-08-10 21:39

value88

I suppose pig iron is also transportable like HBI. If that is the case, AnnJoo also can sell and export pig iron produced from its blast furnace(?)

2018-08-10 21:39

FutureEyes

Yes

Posted by value88 > Aug 10, 2018 09:39 PM | Report Abuse

I suppose pig iron is also transportable like HBI. If that is the case, AnnJoo also can sell and export pig iron produced from its blast furnace(?)

2018-08-10 21:40

myongcc5

Annjoo's capacity is small

2018-08-10 21:52

myongcc5

Pig Iron fr BOF while HBI fr EAF which is >environment friendly.

2018-08-10 21:56

rojakmee

what was the % operating capacity for Antara Plant and Labuan Plant in the year 2017 ? when will Megasteel start operating ?

2018-08-10 22:03

myongcc5

We hv only 2 integrated steel producers, namely Lion King n Annjoo.
The Lion King capacity double the later

2018-08-10 22:03

myongcc5

Annjoo use BF tht produce pig iron while Lion King use DR produce HBI.
...learn fm FutureEyes sifu.

2018-08-10 22:05

rojakmee

Just to find out the capacity improvement in year 2018. anyone ?

rojakmee what was the % operating capacity for Antara Plant and Labuan Plant in the year 2017 ? when will Megasteel start operating ?
10/08/2018 22:03

2018-08-10 22:06

HOLLAN5222

later gorvernment will increase gas ,electrical and levy worker.
(cost of production will increase).

2018-08-11 00:07

jesry

thx 1st futureeye.
may i know how many % export from lion ?

2018-08-11 09:32

FutureEyes

Please read the first article on HBI.

The very fact that it is HBI and not DRI means it is for Export market.

The location in Labuan is strategic to supply to Vietnam, and other Indochina countries. They used to supply a portion to their West Malaysia plant in Banting.

The HBI throughput and revenue for 2017 and potential in 2018 are presented on the Tables 1 & 2 of the article.



Posted by jesry > Aug 11, 2018 09:32 AM | Report Abuse

thx 1st futureeye.
may i know how many % export from lion ?


Posted by rojakmee > Aug 10, 2018 10:06 PM | Report Abuse

Just to find out the capacity improvement in year 2018. anyone ?

rojakmee what was the % operating capacity for Antara Plant and Labuan Plant in the year 2017 ? when will Megasteel start operating ?
10/08/2018 22:03

2018-08-11 09:41

mneo

It is better to sell when the price is good... Donot follow high as later you might end of getting nothing when the price drop back.... The high price is not sustainable... When promoter is promoting the stock..it is good opportunity to sell.... One can sell half of the stock holdings first..then slowly dispose the rest when the price is getting higher...

2018-08-11 11:07

qqq3

I think the stock market should be treated as a chess game, a war, You die better than I die. Plenty of liquidity, plenty of margin accounts, plenty of syndicates. Let the lucky ones survive.

But I don't promote fake news like this fellow....


http://klse.i3investor.com/servlets/forum/600168169.jsp

I think the authorities should close them down.....Fake news is very damaging......margin accounts, perfectly legit, perfectly legal.

2018-08-13 10:11

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