ya Palm oil is better, so dont need to come to tin counter Calvin, not worth ur time to stay here, tin only 100%, kacang putih in front of CPO.

today release QR right?

Finally RM3 hahaha, Imma hold on to it, expecting spectacular QR

Goldberg mind to share link on the article? thx

Ah, I see, thought the gun was pointed at me haha. Okay, thanks for the words, but I'm also keeping this insider's words at the back of my mind too hahaha. Hoping for better. Cheers.

I've PMed the guy, asking whether his news on MSC running on one furnace is the latest news or what. I also forwarded him the 20/4 Dato Patrick Yong's statement, just waiting for his reply.

Before i start commenting, Brookenzo bro I want you to know that I am not spreading fear as Im holding shares of MSC as well, and similarly to you Im also heavily vested. These "facts" im sharing here are not for fearmongering purposes, Im just sharing my worries of the company, getting some info and opinion from yall.

The "facts" are from this guy--- @METhompson72 from Twitter, this guy is a guy who seems to be very knowledgeable in the tin industry, and many of his posts lets you know tin news faster than the news. I also know of the news which you are referring, which are dated 20/4 and his post is just two hours ago, which states that MSC is working on one furnace only. So, I'm quite worried for the long term as he mentions this will continue until the end of the year. Due to his words carry some weight, I'm abit shook by this news. All these will only be clarified by the upcoming QR, i doubt it will be lackluster since the disruption in these few months which the furnace was affected will not be reflected in this upcoming QR. But when the tin prices are increasing but the company isnt benefited by it due to its production problems, it really makes me worry.

Setting the price on their own terms is good, but only one furnace out of 5 is working makes me wonder whether the ASP is enough to cover the loss in volumes.

Starting to be worried as following the tin expert on twitter, he mentioned that MSC is only having one furnace functioning, one out of five. I believe this is not good news :( dammit.

Brian you dont even own shares why do u even care?

We will see in next QR, i still believe the company will be better than last QR.

Cant argue with a clown, let the QR and share price do all the talking, probably wont be seeing u in 2 weeks time

Marky dont compare yourself with wsrookie LOL, you are just a gambler, checked your past comments, all same like in MSC, if bought shares then yell up everyday, if after u bought shares, the price stumbled, you yell sell, LOL u are just another gambler. At least Wsrookie has his own opinion and rationale for selling, even if our views differs, i still respect him, while you are just another clown. get lost

this Marky sure is chased high then sold low or didnt catch the train lol, so pathetic yelling here everyday.

If you buy this share just for gamble, tough luck then since this stock is very volatile (even though not volatile than gloves), you shouting , yelling at it wont affect the stock price, unless you are some guy with loads of money. The continuous yelling when share price fluctuates is very annoying and makes u look like a clown, buy only if u are confident with the counter, or you understand what you are buying. Tin price has been at 27k-28k for few weeks now, the likelihood of this share reaching RM3 is high. Either you be patient, or u go to other counter zzz...

Brokenzo, i dont think can soar up that fast, better one step at a time. slow and steady is always better. Wanna know whats your thoughts on whether the higher shipping rates will affect MSC's profit, since their mining only 10-20% of their smelting, much of it is from overseas, if im not mistaken. Wonder if it will affect the coming Q1.

Thanks for your reasoning, a solid one with facts too. The only thing im worried is the tin price due to its volatility, if the commodities supercycle ends, the profit of MSC will be reduced. Even though it seems now, there is no such problem, but we dont know when this tin supercycle will stop. Just my tiny worries feel free to provide more insights.

Brokenzo bro really that confident will go to 5-8 lo, any reason why u gave it such high TP? I bought low, so thinking whether to sell after QR released, im gonna hold as long as the tin price remains 25k above and QR keeps improving.

Curious of how you discover Dnex before acquisition of silterra? Have you been eyeing on the stock for long?

Hafid, i presume you are not chinese,but the sinchew newspaper (chinese newspaper) has recommended this counter before, but the analysis doesnt go deep into what is the target price or anything, it just takes a look into the company's future expansion and stated it as a potential counter thats all. I think that only after 1Q2021, provided the QR is fantastic together with the Tin price maintained above 25K will this counter be looked more into. Just my 2 cents.

Pang72, the profit of tin price increase will be reflected on 1Q2021, I dont understand your comment on company mismanagement, do you care to elaborate ? Can you explain why your negative sentiment on this counter, personally I think the next quarter will be fantastic due to the recent surge in tin prices, hence your comment on asking people to sell seems illogical.

Observatory, your comments on Ben Tan's articles are always full of information, thanks for always sharing your opinions. Much appreciate.

Ben Tan with another great article, I know you through your gloves articles, always detailed and cited with sources not some buy/sell call like the sifus out there. Your articles always attract some other level-headed investors that provide some additional information, which makes the comments on your forum interesting to read (even though there are some clowns). What other sectors that you will be making a detailed analysis of instead of only gloves.

Even though I had already cut loss on Supermax, partially due to the fact that the company did not support the share price together with the fact that the boss is buying a luxury condominium at this depressing times (probably for his US expansion needs). I still enjoy reading your articles! Waiting more articles from you.

Ben, do you think that the news are published with the intent to affect the prices of glove stocks as the stated glove price wars are unlikely to happen in the short term, the timing of this news seems to be too good to be a coincidence. Feels like every media out there are bashing the glove stocks now.

Also i missed out a part, the more pessimistic analyst thinks that the glove supply will exceed the demand and will be more than the human population, which requires the market to use 1-2 years to consume the excess gloves hence drop in glove stocks. He also state that when a company is enjoying abnormal profits, and giving out huge dividends, then it is time to sell since the dividends will not be consistent and will drop, the drop in capital gain will exceed the dividend given by the stocks hence it is not a wise choice to invest in gloves.

Summary: there are two analysts, both of them are the same opinion that gloves stock will continue to decline, however one of them is of the opinion that glove stocks is a valuable investment after it dropped to a certain point since gloves companies are better than bank stocks in terms of CAGR and one of the most stable CAGR stocks.

The other analyst on the other hand is of the opinion that in the future there will be a glove price war, where the big 4 glove companies will sell their gloves at a loss in order to eliminate the smaller glove companies. which will lead to the massive drop in share price due to the losses suffered by the gloves company.

I hope my summary is good enough for you to understand it hahaha.

Can feel the surrounding pressure from all sorts of sources haha, I believe that no matter how well the QR gloves company produce will not increase share price anymore Instead any drop in QR will lead to the panic selling of glove shares. Seems like all hope is lost. Just my personal opinion, please dont bash me cause the forum is too toxic I usually hide myself haha.

Hi Ben, after reading your article I came across the local channel reporting news on Gloves stocks, I believe this will negatively impact the share price tmr. https://www.youtube.com/watch?v=_axFGnW-7FE&ab_channel=Astro%E6%9C%AC%E5%9C%B0%E5%9C%88
Seems like the near term pressure will not subside, what are your thoughts on this?

Didnt expect Ben Tan to publish an article after the prices drop so drastically, since all the supporters are long gone in the forum. Thanks for the article, allowing us to look from another perspective.

I like how this is an analysis and not a pure "hardsell", valid and logic arguments that persuade you to hold the stock and not like a broken recorder that keep repeats the same thing all over again.

There are warrants expiring next week, probably gonna get pressed again but I still hope that Supermax can give us surprises with some "special announcement" in its QR, not allowing the share prices pressed by them IBs easily.

Currently no negative news on gloves, and the coming QR gonna be fantastic (likely) but given the track record of prices plummeting every time QR released, I'm quite anxious. The market is digesting MCO and Darurat well leaving the hot retailers not joining gloves as a result, which leads to the lack of explosive growth in share price?

What do all the sifus here see that will cause the price to increase in the coming months? I'm not that experienced, just seeking opinions. Thank you. (Pls dont bash me haha i see this forum quite scary.)

Thanks for updating Mr Shiaw, for reference, which gloves stock did you buy and what is your personal TP for it. I bought Supermax, personal TP at RM10. Any advice for this newbie? hahaha.

Okay, noted, Thank You Mr Shiaw for sharing your knowledge with me. Very much appreciated. Probably will engage more in this forum after I make my own research on MR DIY. Once again, Thank you. :)

Hi Mr Shiaw, UWC and Greatec are both twin engines for your success in Stock Pick 2020, may I know why do you still pick both of them for Stock Pick 2021 considering they are unlikely to replicate the explosive growth as last year. Just curious as to what you see in both these stocks in 2021, hope you do share your opinion, thank you :)