7/10/21

OFZ Slovakia cuts ferro-alloy output due to surging power prices
Slovak ferro-alloys producer OFZ Slovakia has cut more than half of its ferro-alloy production with immediate effect due to energy prices that have surged more than six-fold recently, an industry source told Fastmarkets.

The company, which produces ferro-silicon and manganese alloys, has shut four out of its seven operating furnaces, including two ferro-silicon furnaces, a silico-manganese furnace and a smaller refining furnace. Each of the ferro-silicon furnaces was working at a rate of 1,000 tonnes per month, while the silico-manganese furnace was running at a rate of 2,000 tonnes per month.
The move comes at a time of record-high energy prices across Europe, record-high ferro-silicon prices and near record-high manganese alloys prices since Fastmarkets started to assess those markets at the start of 1997. OFZ's remaining three furnaces are producing 3,000 tonnes per month of high-carbon ferro-manganese, 2,000 tonnes per month of silico-manganese and 1,000 tonnes per month of ferro-silicon.
"OFZ has some stocks of the affected ferro-alloys production to supply long-term contracts to customers until the end of November," the source said. "December is a bit uncertain,...

https://www.metalbulletin.com/Article/4010921/OFZ-Slovakia-cuts-ferro-alloy-output-due-to-surging-power-prices.html

More to come....

Having additional helpings........

Broadcom ATH again!

I'm still holding this gem tightly

.
Im liking Scopes prospects.

Excerpt from Aminvestment Bank 2019 Report on QES- Page 8, some may enjoy this recap...


https://www.bursamarketplace.com/mkt/tools/research/ch=research&pg...

'Furthermore, owning the licensing rights to model its equipment based on Chapman Instruments’ (a New Yorkbased SPE company) design has provided the company with a robust platform to rival tier-1 manufacturers. As a result, big names in the semiconductor industry such as Infineon, Global Foundries and STMicroelectronics have qualified QES as a verified vendor.'

Excerpt from Aminvestment Bank 2019 Report - Page 8


https://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=678050&bb=691042

'Furthermore, owning the licensing rights to model its equipment based on Chapman Instruments’ (a New Yorkbased SPE company) design has provided the company with a robust platform to rival tier-1 manufacturers. As a result, big names in the semiconductor industry such as Infineon, Global Foundries and STMicroelectronics have qualified QES as a verified vendor.'

Having a big bite of this tasty cake.....

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TSMCs US100B is a jackpot for Frontken......

I believe Covid 19 pandemic has caused the greatest demand over supply disparity of medical gloves in history.

I loaded up cx and cy average price 2.5c and 2c, 6 months expiry, ex value 1.59 and 1.79, ratio 2.8:1.

First load cx at 5c, small load. 2nd load much bigger

First time buying short term warrants. Couldnt resist the prices. Risk reward ratio was to attractive.

Hope this punt pays well. I hv high targets

As rigs age their output generally drops due to declining equipment efficiencies ,maintenance is required to increase rig output.

Example
https://www.google.com/amp/s/www.oedigital.com/amp/news/475790-malaysia-s-kimanis-crude-exports-to-halve-in-april

If govt. were to buy quantity will be massive, myeg price wont be rm99

Antigen test and antibody test should be complimentry rather than competing

The article in the link below explains how antibody test can be used to fight covid spread

https://www.sciencemag.org/news/2020/02/singapore-claims-first-use-antibody-test-track-coronavirus-infections#

Investors should do their own research on quarters frm 2nd half of 2015...

FoolsGold, i do agree with you that its a gamble. OnG is very complex, too many variables.

FoolsGold, advise a bit too late. Already bought some CX at 5c this morning,. At close sellers 8c, just wondering wether to add more. Expiry 7 mnths.

Warrants are tempting!

Eduspecs near term profits will be boosted if Sekolah Jenis Kebangsaan allowed to resume computer science classes during school hours. Very very high chance it will happen together with 100 school pilot project in March.

KPM unlikely to delay, much longer, implementIng the new system for how science is taught in schools. Eduspecs approved curriculum already fully localised in BM. Transition to English can be seamlessly done later, once enough teachers are ready.

Good timing Atarah

https://modernfarmer.com/2019/11/rising-milk-prices-are-coming-from-a-surprising-source/

Cksam, i believe u dont understand the concept 21st century STEM education. Its not the traditional approach.

Watch this video by the New York Academy of Sciences. Its a comparison report on STEM education aimed to identify the best method of teaching STEM to produce usefull grads.

https://m.facebook.com/story.php?story_fbid=1525308410830157&id=583981994962808

Hope this is usefull for you.

Considering that Google Classroom is in early stages of implementation and STEM programs just announced, the likelihood of updates or news surfacing in the near future is high.

What is now certain is Eduspec has 2 confirmed engines of growth-
1) Google Classroom
2) STEM fr K12 education

What an utter waste of money! Better invest in education instead.

This project is very big, impossible to roll out nationwide at one go. MOE approved Edu's Carnegie Stem programs already very very good.
Browse the link below to get a clearer picture of whats to come fr Malaysian Stem education.

https://www.cs2n.org/curriculum

Now we wait for imminent announcement frm MOE!!

Keep in mind that the Chromebook angle may take time to unfold. Also consider the RCPS that could suppress the price for an unknown period.
So,trade at your own risk.

There has recently been a mention of preparations to conduct a district wide pilot project where all students from grade 6 to 9 will receive a chromebook each. This was mentioned by a leading trainer from Edidik in his telegram group. This growing Edidik group of trainers along with Eduspec team have been conducting Google Classroom and Apps training camps nationwide including East Malaysia.

I am willing to share the screenshot of the mention to those who are interested.
Just PM me at 01158534702

Premium analysis

Targeted,thats quite possible. As a Google partner who is already dealing with MOE,
Eduspec recommendation should carry some weight.

The last time, Eduspec was probably bullied out of it and Utusan ended up with chromebook distribution at inflated prices!

I hope you are wrong on this

Role of teachers may gradually evolve to facilitators of education

What really matters is the results, our kids end up with better education, even if outsourced

Teachers will be able to leverage on world class apps. to improve quality

Chromebooks for Google Classroom are heavily discounted. For a start with RM1B MOE can buy about 2mil Chromebooks

Chromebooks gaining serious traction in developed nations

most probably roll out of android tab or Chromebooks will be in stages ,so traditional textbook still needed

Sasbadi just got contract to publish digital textbook

https://technave.com/gadget/Malaysia-s-students-could-soon-be-using-Android-tablets-instead-of-heavy-textbooks-15689.html

Very likely good results

https://kastara.id/11/09/2019/program-e-sabak-kembali-berlanjut-di-tingkat-sma/

Eduspec's program, E-Sabak, has resumed at selected Indonesian govt. schools.

It would be a masterstroke for PH govt. if they are able to restructure the pensions scheme for elected representatives.

I notice Lamboplace curated online store gradually increasing variety

In addition to training and certifications

https://www.channele2e.com/business/vertical-markets/google-apps-for-education-can-partners-profit/

This article from 2016, but should give an idea how Google Education Partners could make money from the free app

Its going to be very unlikely that one can buy warrant at 1c. Many already waiting to sapu. If can get, very very good buy!

I suppose they get a thrill trying to sharpen their 'doomsday prophet" skills.