Looking ahead, MSC is well positioned to
grow further as tin demand remains
robust with increased use of electric
vehicles, photovoltaic installation and
consumer electronics globally. With the full
commissioning of the Pulau Indah smelter
in mid-2022, which will optimise production
output, the Group expects strong tin demand
to continue to drive growth for MSC.

https://straitstrading.listedcompany.com/newsroom/20220407_120652_S20_WTRABX2TVV0HXJJ5.1.pdf

go la. bro already broke new high.

see tbktimah, yunnan tin, alphamin resource, indicative of tin under a big trend due to new market for tin.

Tin: The most-traded SHFE 2205 tin closed down 0.48% or 1,590 yuan/mt at 327,890 yuan/mt, with open interest up 130 lots to 29,498 lots.

SHFE warrants inventory dropped 231 mt to 2,266 mt, which is a normal result during the delivery of SHFE 2203. Nonetheless, it is still the lowest level since the Chinese New Year, indicating that the accumulated stocks during the CNY holiday have almost been consumed, and market supply has been relatively tight.

In the spot market, transactions were thin under tight supplies, and some smelters were holding firm to the prices. The downstream demand was also impacted by the repeating pandemic, resulting in a modest spot market.

https://www.pv-magazine.com/2022/03/17/double-junction-perovskite-tin-sulfide-pv-cell-design-with-up-to-28-92-efficiency/

Why higher tin prices won’t hurt demand
Tin is commonly known as the ‘spice metal’ because a little bit of tin is in virtually everything.

But it tends to be found in such small quantities that demand is relatively inelastic.

Around half of global tin supply goes into solder for electronics. While it’s a key component it is a tiny fraction of the raw material cost of most consumer items.

Thompson says while the world is tipping hundreds of billions into expanding semi-conductor production, it has neglected to invest in new tin supply.

“We’ve got almost nothing in the supply chain in terms of new projects coming on stream anytime soon,” he said.

“We’ve got background global economic growth, which is on a sort of 2% consumption growth, and particularly coming from the electronics sector, which is growing at somewhere between 9-14%.

“The world has committed, I think, of the order of US$600 billion to new semiconductor capacity. So far, the world has committed $0 for any new tin capacity for the solder to join those electronic components together.

“And then on top of that, you’ve got the green energy revolution which will potentially add another 2-3% per annum demand growth, maybe even quite a bit more than that. And basically that cannot happen.

“There is zero probability, zero, of the tin market growing by 100,000 tonnes of supply by 2030.”

The one gram of tin in an iPhone retailing for thousands of dollars is worth just 5c even at current high prices, Thompson said.

“There is no tin price where Apple will stop making iPhones,” he said.

“You’ve got about five to eight grams in a washing machine, so you’re talking about 25-50c of tin in a $500 item. There probably isn’t a tin price where Bosch stops making washing machines. So it’s highly, highly inelastic demand on the electronics sector.”

It is also virtually unsubstitutable in most applications.

They include tin sulphide, a chemical used to stop plastics decaying in UV sunlight, tin cans, which have a thin layer of tin bearing anti-microbial properties worth just 1.8c which has not been bettered since the Napoleonic Wars, lead-acid batteries, specialty alloys like bronze and the Pilkington Process, used to make flat glass.

“It’s a fairly unique metal, multiple uses in billions and billions and billions of consumer items in very small quantities and very small value amounts. So because of that profile the price really pretty much could go to anything,” Thompson said.

https://news.metal.com/newscontent/101772925/shfe-dropped-nearly-12-after-opening-does-it-signal-a-cooling-market

anything above usd16k as pure profit ya?????

PTK Timah turn to go new high. When will MSC

5cents excluding one off gain to be declared upon AR this month

Yunnan tin taiko pun gonna break new high

Yunnan tin gonna break new high

offer by this month...

Same category as tun m.

Bila palm oil going uptrend? Dying ke this narket

Outlook & Prospects
Palm oil commodity prices are expected to remain volatile in
the next financial year. Many factors affecting the prices are
to be closely monitored. The current low world vegetable
oil stocks will continue to provide the underlying support
to the prices. The recovery in stocks depend on the coming
production in the producing countries. Weather conditions are
one of the many factors to look out for, especially in the US, in
the coming crop progress.
The COVID-19 pandemic is still affecting demand in many
consuming countries and disrupting the production in
producing countries. The inoculation rates that are picking
momentum in many countries will help to mitigate some of the
challenges. Another factor to watch out for is the heightened
Business Performance Review 2021
inflationary risk in global economies. Central banks of many
countries are sounding more hawkish and this may lead to the
imposition of higher interest rates and the adoption of tighter
monetary policies in order to rein in the inflation. Having
integrated Environmental, Social and Governance (“ESG”) into
our business, we are confident that our ESG investing will lead
us to overcome the rising interest cost.
Going forward, we opine that palm oil prices will remain strong
for some time due to lower inventories in both origin and
destination market. The palm oil stocks may take longer to
replenish to normal levels due to severe worker shortage in
Malaysia, disruption from the pandemic and the forecasted
La Nina phenomenon towards the end of 2021.




https://www.bloomberg.com/news/articles/2021-10-14/la-nina-2021-arrive...

Outlook & Prospects
Palm oil commodity prices are expected to remain volatile in
the next financial year. Many factors affecting the prices are
to be closely monitored. The current low world vegetable
oil stocks will continue to provide the underlying support
to the prices. The recovery in stocks depend on the coming
production in the producing countries. Weather conditions are
one of the many factors to look out for, especially in the US, in
the coming crop progress.
The COVID-19 pandemic is still affecting demand in many
consuming countries and disrupting the production in
producing countries. The inoculation rates that are picking
momentum in many countries will help to mitigate some of the
challenges. Another factor to watch out for is the heightened
Business Performance Review 2021
inflationary risk in global economies. Central banks of many
countries are sounding more hawkish and this may lead to the
imposition of higher interest rates and the adoption of tighter
monetary policies in order to rein in the inflation. Having
integrated Environmental, Social and Governance (“ESG”) into
our business, we are confident that our ESG investing will lead
us to overcome the rising interest cost.
Going forward, we opine that palm oil prices will remain strong
for some time due to lower inventories in both origin and
destination market. The palm oil stocks may take longer to
replenish to normal levels due to severe worker shortage in
Malaysia, disruption from the pandemic and the forecasted
La Nina phenomenon towards the end of 2021.




https://www.bloomberg.com/news/articles/2021-10-14/la-nina-2021-arrives-impacting-california-drought-fires-u-s-winter-weather

To save yourself and get peace of mind. Uncle I advise when got nothing to say. JUST Shut Up. DIAM.

Root beer boleh?

Same category as Tun M. Once a while, we'll not, very often said something just to make himself felt relevant to the worldly world. He should stop looking outward, look inward for inner peace at his age. That he can bring forward, not AYS or Supermax.

Ok la. Can drop until rm0.5. I buy some support you and otb la

Where is the last KYY which against this KYY? Hiaptek will loss money during last MCO???

Where is the last KYY which against this KYY? Hiaptek will loss money during last MCO???

Mco factory close le. Next q management hinted TOUGH. I guess 9months profit to cover inventory stock value loss and operating loss.


SO, CONTINUE TO SHOOT UPWARD OR DOWNWARD??????

special dividend from disposal of east msia land coming

Lu macam tun m. More you talk more disgusting it make.

FxxK U tun m. greatest hypocrite in Malaysia. at one end, talk about malay, other just tumpang. here talk about bangsa malaysia. admit you are senile, maybe can be forgiven.

cant get petronas uptream, dont know why u dont want buy hibics at this price.
later rm1.2 only say want own it cos funds have it for dividend.

kerajaan din din that why.

today is a good test on astro strength

buy before late. ticket running out

intention so subtle but clear. ikan bilis article come out of nowhere still need to do official rebuttal. 1st time see such official annoucement.

on the other hand, ucrest needs ceo huhahuha. transaction volume a day is equivalent to whole company outstanding share.

Trusting KYY IS like Trusting TUN M.

You all still dont felt it???????

FULL STOP

later robert k privatize at RM1 dont want let you all buy

very soon RM1.2

london bridge should unwind this fund and boot out the icap fund manager. guess my grandmum can do better than him.

Amen may you find peace in BURSA.

sekejap KPS, sekejap MRNB, sekejap OSK.

At umur 90, what is money to you? a burden?
At umur 90, still need do stock promotion? a desperation or a noble vocation?

I rasa ini satu keseksaan untuk uncle.

pchem

smoker should buy. non smoker beware. free cigraratte will be given to those who own this stock.

it is normal Satan protect the fake Jesus.

Amen.

fake jesus christ sacrifice people wealth for his own benefits.
true jesus christ sacrifice himself for people well being.

in NETX case, are you the Satan and Calvin the fake one.
God will be the judge. Amen.

NETX is the fucking jesus top pick and bought many ppl bankrupt. jesus christ will curse the promotoer.

All in next?????

after Tasco, it is POS show

refer to texchem is a preclude to samchem upcoming Q

Alternative history. Didn't take the 3x profit, end up earning mearger profit. Possible?

RM1.2 whispering

ini dipanggil naik angin kuat kuat

this is fucking performance. even my grandmum can do better than sorchai tan. manager? puii...

how many 10years an investor have? hold until age 70, then tell you hold till 100 years? you shall see light at the end of tunnel.

This is kind of long term investing. no wonder you - mr tan deliver such mediocre to unitholders. those who subcribe to such long term thinking.... i felt sorry for you.

but you can rectify it by sacking your money manager. liquidate it.
your money manager long term performance had been spoken by himself.
ignore the rhetoric. see the performance.

money at age 70 means nothing.
money at age 40 means enjoyment.
this is true.

the dunkin donuts rhetoric is salesmanship only.