2,310.25 +62.25 +2.77%

https://www.investing.com/commodities/aluminum-streaming-chart

2,191.75 +53.25 +2.49%
https://www.investing.com/commodities/aluminum-forecasts

https://m.investing.com/commodities/aluminum-analysis

VS 20 %
YONGTAI 20%
WCEHB 20%
PMETAL 20%
SCGM 20%

can read investment bank research for more details

mamak special seems Don understand why the bull run, for pmetal, investment bank all give New TP, pmetal institutions only hold about 15 percent. So recent bull run is help by banker and fund. anticipated good result is in 2019. I am sure this coming QR will be good but will not be super good, better than the last Q for sure.. do you really believe retail can push the price that high? price push up was mainly due to expansion plan and anticipated 2019 good results. for those who don't understand, PMetal always be very conservative and safe play, they have sold their aluminium into the future,so even aluminium price increases also it will benefit Pmetal later rather than now.

Bamforte ...For further info you can ask moneykj and telundansi... they are the sifu here.... hunger also quite a lot of info.... moneykj even have a formula on how LME aluminium price and USD affect pmetal... you can see some ealier post... if you wish to know more... RHB research paper on pmetal is quite detail... don just see the TP.... i am holding Pmetal for 1 and half year... never stop adding bit by bit...

pmetal is upstream aluminium producer. doing smelting and some extrusion, if aluminium going up the price of alumina also going up. but because you sell aluminium at higher price pmetal actually benefit from that. for arank and lbalum they are sister company, and it is not a problem for them if aluminium is expensive, they will always transfer the cost to end customer... moreover they are indirectly benefited... you can read arank annual report for more info....

money kj..trc?

is anybody realize that datuk boo is buying yongtai off market 1.46...

improve 46percent so so??? it is traditionally not so good quarter.. next quarter will be much better

Any door gift?

hi YongTaiIR.. you are officer from yongtai? just curious..

it is up to the listener to trust SVI or not.. yongtai was used as a tool by SVI to promote it's "share"....if you lost money due to investment in SVI it is yourself to be blame as the company already give a clear statement and many of us had showed it in yongtai comment that the 2 is not at all related by any mean...
why should yongtai use the company money to save all those who believe in fact delusional in SVI????? where yongtai already gave a clear idea and people still choose to invest in SVI.... yourself to be blame...

adam...you can say you buy a stock and show it everyday in KLCC to collect money from the puclic. it is indeed up to the listener IQ to decide to trust you or not.. but how much you actually owned? is it better i directly invest in yongtai rather than invest in you.. yongtai is a public listed company and anybody can own the share in yongtai acquire by open market... yong tai had already gave a clear idea that it is not at all related to SVI.... i share the yongtai statement from FB back in Jan 2017...


On behalf of Yong Tai Berhad (Yong Tai or the Company), we would like to clarify that SV International (SVI) is not a major shareholder in Yong Tai neither did the Company and its major shareholders have sold their stake to the latter.

Please be informed that Yong Tai had recently completed its private placement with an oversubscription rate of 1.96 times and placed out the 70 million new shares to reliable and renowned institutional investors.

Apart from that, Yong Tai has not done any business transaction with SVI for its property development particularly the Impression City and Impression Melaka projects too.

The rumour of SVI become the major shareholder of Yong Tai is not true.

reference https://www.facebook.com/impression.melaka/
16/01/2017 09:47

i totally agree... the risk of dropping is lower and lower... upside is huge... dato will tell a good news in agm

Rj... remember what you say and we shall see when next QR come out...

10 milion share traded at 4.50pm???一千多万。。lol

hah well said moneykj.. for new comers can go track what he said before... highly respected opinion...

hi moneykj .. long time no see.. last time you ask ppl buy also nobody believe. if they do already learn handsome profit....time to buy lo... good result share price drop... i think the next quarter still got chance of improvement... due to hedging...this quarter also not reflect the real engine due to good alum price...

are you sleeping.. are you sleeping.. pmetal... pmetal....

NTA double... 0.55 to 1.11 LOL

QR out....

guys try to think, if director's family is buying their own share at huge amount what it mean, I think they also think like me that the price had been pushed down purposely for a reason, for them to buy back...i bought a lot pmetal at the price just before share split...it is also like that same feeling.. AGM is in mid june, I heard some important news is going to be publish, I will make my time to go, maybe can see some loyal share holders of pmetal...LOL

dear gabriel I wonder which report you read... depreciation of myr is net advantage for pmetal.. the reason being pmetal is selling aluminum in usd... buying alumina in usd too, but the logistic is in myr... so they are good and bad, but summary is it is net advantage for pmetal... but pmetal always sale aluminium 3 months ahead by securing long term customer with contract it is aka hedging in the annual report..

excellent result

I hold this for almost 1 year and I added my holding many times along the way.. I do believe that it is not over value yet as it is one of the most efficient smelter in SEA

@RJ 87 I personally did not use PE 20 for my own calculation, I just said director himself said that.

wa nice

share some news in case someone miss it..
According to a recent report from CNBC, Goldman expects aluminum prices to hit the $2,000 per metric ton point in six months and $2,100 per ton in a year

https://www.investing.com/analysis/aluminum-price-forecast,-may-2017:-goldman-sachs-bullish-200188206

my own assumption
Q4 2016 aluminium LME average 1672 NET profit('000) 131779
Q1 2017 aluminium LME average 1810 NET profit('000) 148049
Q2 2017 aluminium LME average 1922 NET profit('000) 175000

The Q2 2017 already half way, just ask yourself you believe aluminium will continue to be in the same price and even go higher?
with the deep sea port commenced then there will be extra 10m per quarter in Q3 2017, so 185000 will be very likely if the aluminium stay at current price

profit of 148049 translate to EPS of 0.04, i estimate the next Q2 EPS should be around 0.046.By assuming 0.184 as annual EPS..


PE 15.5 price 2.85(worst estimation)
PE 18.0 price 3.31(average estimation)
PE 20.0 price 3.68(good estimation)

and this analysis is basically on par with most investment bank analysis, and please don't forget that Mr paul koon did mention in the past that why Pmetal with such a huge market size and bright future cannot enjoy the PE 20 like most other business with similar market size, i do agree with him and we shall see what good news he will bring to us in the next AGM in near future.

disclaimer- i dont count Forex exchange in my analysis and it is also quite important in profit analysis after aluminum price..
money KJ pls make some clarification... he always able to make a more precise analysis than me..

thanks RJ 87, but i need to mention a few words ppl often forget, no 1 logistic cost for pmetal is reducing and will only be reducing more when semalaju deep sea port start commencing, estimate cost saving about 30m to 40m per annum, no 2 the Q1 aluminium price is increasing and still increasing from beyond march as the report was publish, no 3 is the company gradually producing more and more value added product and that improve the company profit margin...

meistsk3134... just some info for you.. any newbie is allow to talk freely. good or bad.. but pls speak with some responsibility if you want ppl to respect you... just don mention something just based on no reason.. remind me of nicky really... haha.. that i agree..

https://www.investing.com/commodities/aluminum
see easy to climb up if aluminium uptrend back bo... hehe

Posted by coco29317 > May 11, 2017 10:25 AM | Report Abuse

the rise price of the aluminium doesnt reflect on this counter.


what you saying??? the rise of aluminium price will affecting the performance of Pmetal.. and the depreciation of MYR vs USD...
but what is special about Pmetal is the cost effectiveness of its operation.. cheap energy and logistic... and it is producing more and more of value added product... more margin... the LME can climb higher then definately it will be a bonus for pmetal. but at current price the result will be good too..

goldman said LME will be 2100 in one year time... i also dont understand why LME dropping recently... but seem already found strong support before advancing again....

https://www.investing.com/analysis/aluminum-price-forecast,-may-2017:-goldman-sachs-bullish-200188206

cngi...if i am insider i would have sell the stock way back in april.sell now the SC will chase me and the director is buying and transfer stock to other director.... QR will be good... better then last quarter... much better compare with previous year same period QR...

DATO' KOON POH TAT 07-Apr-2017 Acquired 12,000,000 2.500
MR KOON POH KONG 07-Apr-2017 Acquired 12,000,000 2.500
MR KOON POH WENG 07-Apr-2017 Acquired 12,000,000 2.500

yes director also confident that the price worth more than that... no director will use cash to buy stock in open market if they don think the price can worth much higher....

sell at 0.25 off market la... you sell to me la... i sapu all with cash... LOL... you really think can get 0.25... you making me laugh until stomach pain... you only sell at that price to family members...

acquire more or sell more? they just do some stock re balance among family members...
this bizfun

DATO' KOON POH TAT 21-Apr-2017 Others 745,774 0.390
DATO' KOON POH KEONG 13-Apr-2017 Disposed 76,000,000 0.250
MR KOON POH MING 13-Apr-2017 Acquired 76,000,000 0.250
DATO' KOON POH TAT 07-Apr-2017 Acquired 12,000,000 2.500
MR KOON POH KONG 07-Apr-2017 Acquired 12,000,000 2.500
MR KOON POH WENG 07-Apr-2017 Acquired 12,000,000 2.500

ALPHA MILESTONE SDN BHD 13-Apr-2017 Disposed 76,000,000 0.250

DATIN KHOO EE PHENG 13-Apr-2017 Disposed 76,000,000 0.250

DATO' KOON POH KEONG 13-Apr-2017 Disposed 76,000,000 0.250

MADAM ONG SOO FAN 13-Apr-2017 Acquired 76,000,000 0.250

MR KOON POH MING 13-Apr-2017 Acquired 76,000,000 0.250


MADAM CHAN POH CHOO 07-Apr-2017 Notice of Interest 12,000,000
2.500

MR KOON POH WENG 07-Apr-2017 Notice of Interest 12,000,000 2.500

rm 3.00 T.p... in hokkian is sap sap sui....in malay is senang makan kacang..

agree with moneyKJ... and the weak ringgit also very good for pmetal..

you try to think la.. aluminuim should be much more expensive than now... LME was like 3000++ before china overproduction... most importantly Pmetal is good in term of its production cost advantage due to the cheap electricity and semalaju port for logistic.... Pmetal can earn even with LME price of 1560.. when LME cross 2000 i think Pmetal will hit through the roof again..LOL.. just my 2 cent.. any detail ask moneyKJ...
anywhere money KJ its time to give some prediction for number on the next QR...

Perfect news.... aluminium will hit higher in long term... 2000 and above is expected....see aluminium price before china overcapacity..

https://m.facebook.com/bbwhk/photos/a.219834401496882.1073741828.214578858689103/825614874252162/?type

Posted by Xu Yu Fu > Apr 19, 2017 05:07 PM | Report Abuse

today Aluminium price dropped from US$1,940 to US$1,892.00.

aiyor... today aluminium up from 1892 to 1940 how ya....