The power supply squeeze happening in China will definitely impact silicon production over there. Silicon production is one of the highest consumption of energy. No such problems here for Pmbtech with their collaboration with the Sarawak government for power supply. Its the perfect storm happening for Pmbtech..

I'm not too concerned about the lack of movement in the last few days. I was holding Sam and the price stayed ding dong around 14 for weeks. When it explodes it will come big time.

Just sit tight. Price will explode when you are least expecting it. Just look at Sam price last week. I was expecting it to climb later this year only.

Nice closing price. Engine restarting.

I wouldn't trust this Michael kwok la. On Aug 22, he said Scope would fall to 25 sen because the share has no ong. On September 22, he commented that Scope share is a gem in few months and that something is going to happen. I know of him because I'm holding Scope shares too.
He's probably fishing for cheaper tickets for Pmbtech.

According to the article above, pmbtech newly expanded capacity is for 72,000 tonnes annually. At current silicon prices of 61k remimbi or rm40k per tonne, that's annual forward revenue of rm2.8 billion for fy22. Earnings of 280 million if assuming profit margin of 10 %.
Totally back of the envelope calculation. Anyone would like to add/disagree with that? It seems quite viable to me. I checked the numbers and rechecked.

Ny036, information can be found in tapdance (obscure investment ideas) * telegram group. Just join. The latest chart is there

Go join tapdance(obscure investment ideas) Public telegram group. Excellent coverage only on pmbtech and silicon prices and industry.

Correction to the above numbers per tonne.. It's in remimbi not usd. Tq

Hmm.. On surface looks good but reading closer I see one time goodwill profit of 273m which masks the overall 55m net loss

Sam, Genetec, pmbtech.. Perfect storm

Once the funds realise this, they will be all over this stock like Sam and Genetec.

Next week will fly. Today the silicon metal price closed at usd61,125 per tonne!
For comparison sake, it was usd41,196 on 19 September and usd14,308 on 13 July!
Accumulate before it's out in the radar!
Reference from www. sunsirs.com

I did say tp 60 based on transparent forward earnings for the coming year. Cimb says 50. Not bad la my analysis, perhaps cimb used slightly lower pe ratio

Will hundred percent gap down by end of tomorrow. But operator will sneakily push up in the morning to draw more fish before they continue dumping.

Pmbtech next coming qr is going to be humongous because price of silicon more than doubled in the month of September alone. Insane.

Pp holders all cashed out already past two days. Only Ikan bilis are still remaining. Get out tomorrow fast. Bankers spent a lot of money whacking it up last two weeks. They will be selling down their tickets to you all.

When a stock climbs few ringgit consecutive days nonstop , it means that the insiders know that the fair value is still a long way off. Case examples Sam and Genetec. Don't miss this train.

Be careful with this ding-dong bell guy. Looking at his comments which are heavily concentrated here in xl forum, he's definitely a trojan horse placed here to encourage people to buy xl at all prices. His comments like insider news coming, price going to 1.50, safe counter etc. Its not even subtle. U been outed here, dingdongbell

Superman u are the reason why I disappeared for a while from here. Mental retard with few ringgit in the pocket and amuse yourself here 24x7. I don't need your donation. Check my comments elsewhere. I have killed it in pmbtech, opcom, Sam, and Genetec this week. Fat five figures clean profit. And I don't appear in the comments section after the price shot up. I gave opcom tip in the forum tp rm1.20 when it was at 75 sen. Sweet.

Wow.. This is a perfect case study of pump and dump. Wasn't a one day show but carefully planned over a few weeks. Thrown in with a false breakout today to 1.14 to trap more fish before they started dumping big time in the afternoon. Just hope lessons are learnt from this episode.

Ctos doesn't really excite my daily juice during trading but I have a small stake here since 1.78 as I believe this will slowly climb higher and higher over time. It will be around rm3.50 within the next few months. There are too many funds invested heavily here to let this stock fail.

What a great week.. Pmbtech, opcom, Sam, Genetec and kgb warrant. The perfect storm.

When I said my remisier said that banker will push it over rm1.20, nobody believed. Time is a great balancer of truth.

Superman.. Scroll back my comments, u short memory retard. When Sam gap down after the qr results I was here all the way.

Self belief is the key to good investing. Dogs have left the building.

Kyy is proved wrong again. Pmbtech power...

I think the recent pp holders all were advised to cash out today. Nice 120% return for them.

Kingbeast.. Last Thursday and Friday trading volumes were significantly higher than any of the daily volumes this week. Coupled with the surge last week, it is only logical that the contra players have to sell off by today. I expect clear sky moving forward.

Usual banker trick to wash so that people panic sell. After the weak has left, the train will start again. Seen it happen before with Genetec and Sam.

QoQ it isn't very good. Earnings fell from rm4.05 million to rm2.6m. For those still inside, I pray operator supports the price for your sake.

Qr earnings fell by nearly half. Luckily I cashed out today.

Today was T +3 after last Friday surge. Weak hands throwing. Tomorrow there will be a show.

Will keep going and going because its very undervalued now compared to the other tech stocks with super high pe ratio

Be careful now. Sellers are huge.

Cashed out at 99 sen. Sweet 40 k profit. Remisier was spot on.

Sam kor is sweet

AGM coming up on 29 September so price will keep climbing until then. They won't want angry shareholders at the meeting.

Hopefully can touch rm1 by the end of the week.

Something big is brewing..

The way it's trying to break out a few times, I think we might see a strong breakout soon.

Super long term prospects

What did I say about accumulation during red candle?

Not sure what's going on with opcom but my remisier said the bankers want to push it over rm1. 20. Tayor.

Volume was so small yesterday. Only the weak holders panic sold. This is a diamond stock in the medium term its

Every red candle should always be a time to accumulate more for uptrend stocks

Hengonghuatwin.. No buy or sell call here but you have to decide if kgb is an uptrend stock or not. To me it has all the characteristics of one. Strong transparent earnings for the coming year, increasing order book and in tech industry, which market loves.
When D&O was rm2 people asked too high to enter? When rm4, people asked already too high to enter? Today it's almost touching rm6. So you decide.

If you compare last four quarters eps for kgb and frontkn, they are almost at par with each other . Yet the share price of frontkn is more than double kgb price. And kgb next few quarters earnings are set to double. Take the hint.

Superb. But still underpriced at 36 if we account for the coming year revenue and earnings. Tesla ma..

Will continue towards rm2, conso around that level and then keep climbing thereafter . Funds are realising this stock is severely underpriced at the moment.