Target Invest - We Target, We Invest


Publish date: Wed, 05 Jun 2024, 10:28 AM


We are reaching to the 2nd half of 2024. Had you started out your equity market investment in 2024? An investment is where you had study deeply on a certain industry / company, and you are convinced of your study and research, and you can see the potential growth, and willing to put your capital to work, holding it for maybe 1 to 2 years in order to see your invested company come into fruition. We can be talking of multi baggers, 50 to 100% or more.

Here I am invested in CENSOF, and I am still invested in CENSOF without selling a single share. While CENSOF had went up steadily, I had discovered LCTITAN, and I am too invested in LCTITAN due to it's potential growth and involvement in the hydrogen storage logistic, by producing a chemical named Toluene, to mix with hydrogen to get MCH (methylcyclohexane)

Today, I am going to share more in depth of how much hydrogen a molecule of toluene can carry, and working on the potential production needed, along with potential revenue.

The whole reaction involves
3 hydrogen = 3 H2
1 toluene = C6 H5 CH3
and mixing it with a reagent and around 200 degree celcius heat, you get 1 molecule of MCH
1 MCH = CH3 C6 H11

So we will work on the molecule weight of each
1 MCH = 98.186 g/mol
1 Toluene = 92.148 g/mol
3H2 Hydrogen = 6.038 g
(1 H2 = 2.013 g/mol)

Working out on the percentage
1 MCH = 93.85% of TOLUENE + 6.15% of HYDROGEN

Which means, every 1 TON of MCH, it will contain 61.5KG of HYDROGEN that can be dehydrogenated out to use.

According to Petronas,

Kerteh will be exporting 50000 ton of blue hydrogen using MCH (Spot 1 and 2)
Sarawak will be exporting 90000 ton of green hydrogen using MCH (Spot 4)
The total will be 140,000 ton of hydrogen that will be transported via MCH

How much TOLUENE will be needed to transport 140,000 ton of hydrogen?

We will use the formula 140,000 ton / 0.0615 X 0.9385 = 2,136,422 ton of Toluene

Now 1 ton of Toluene is selling around USD 1100 to USD 1300.

The total potential revenue is 2,136,422 x USD 1200 (avg pricing) x RM 4.7 (exchange rate) = RM 12,049,420,080.

Now that is a whopping extra RM 12 billion of Toluene sales coming into LCTITAN pipeline in the future.
According to research, Toluene has a shelf life of 1 year.

If LCTITAN work on a 10% margin, that will be RM 1.2 billion of profit.

Looking at the chart, it looks like LCTITAN had a break out on downtrend on end of May closing, however, it went back down starting beginning of June.

I will possibly explain this situation in my next posting.

I want to informed that I am invested in LCTITAN due to it's prospect in hydrogen storage logistic. Hydrogen is a good prospect as energy storage due to zero carbon produce during the burning process, and many country are shifting towards hydrogen.

Please be informed that I am not a professional or certified analyst. I am not a licensed consultant, just a normal retail investor. I am just sharing my ideas and opinion on the market outlook. Any company mentioned should not be interpreted as a buy/sell/trade call. Please do your own research and buy/sell/trade at your own risk.


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Toluene as hydrogen carrier involved hydrogenation at H2 producing site and dehydrogenation at the users site.

The toluene is then transport back to H2 producing site for hydrogenation again.

1 month ago

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