https://www.lme.com/Metals/Non-ferrous/LME-Tin#Trading+day+summary

USD42k, called collapse?

Cost to produce USD15-18K. OTHERS are pure profits.

https://www.klsescreener.com/v2/news/view/971493

New plant ib Sabah soon.

cheoky

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

Actually, MSC potential is bigger than Yunnan & TBK Timah, as MSC just completed their new plant at the right timing

Which link can see the metal silicon price chart? Thx

Should be 2 days limit up!!!

Limit up tomorrow

Would it be new plant 60k + old plant 20k, so total 80k for 2022 onwards. Since Tin price so high, no point to close it at this time

马熔锡机构 下周一解除不可抗力
https://www.klsescreener.com/v2/news/view/925611

2nd phase plant of another 36k ton haven't count in yet, next QR double revenue, PAT 3-4 times higher?

Goldberg

Based on Mdm Chew comments, next year production 60,000 tonnes per annum.

60000 x 35000(ASP 2022) = RM2.1B revenue

Wau!!!!! RM10 for 2022 is reasonable.

This exclude the 10 yrs land development of Prai old plant location which make MSC a true GEM in next decade. Hold tight tight....

Harry Teo group just live today, mentioned PMBtech is the key benefitial company who produce silicon. More sifus discover this gem then it will soon fly to rm50

2022

Wow!!! $400 million PAT, this counter worth rm10

Haha

Hahaha

Mr Koon is real and sustainable tycoon soon to be no 1 richest man in Malaysia

investmalaysia7777

True.....ask TG, Harta, Supermx, Kossan go to open factory to challenge PMetal and PMBTECH

Basic material industry is less understood in Bursa. Market has simply confused Ferrosilicon (FeSi) with Silicon (Si) metal. Both metal's prospect, industry structure and usage is completely different.

While FeSi price has tanked, Si price slow down has broadly stabilised. Meanwhile Si prices in Europe and US is higher than those of China made in late September.

It is the moment to demonstrate gumption and take advantage of the (blind) momentum.

If u really can understand it

Silicon metal is the natural materials like gold, the supplies will only get lesser while demand is definitely getting higher in future

DarrenWai

Cannot use glove to compare with Silicon, it is totally different categories and market demands.

Silicon is next technology (EV, Solar, Semiconductors etc) basic essentials materials, while glove is 1 off for Covid19 case.

Next era of technology is talking about next 10 yrs demands not like glove is case to case basis

https://news.metal.com/newscontent/101638658/Silicon-Prices-Fell-in-October-Likely-to-Rebound-Later-amid-Short-Supply/

Parent company PMetal PE 60-70

As next QR EPS would be 50cent per QR x 4 = RM2 per year
RM60/RM2=PE30 which is reasonable

this is RM60 counter.....

next QR is expected to be good as boss said it!!! Must trust the boss, not all the boss brave to commit!!! Back to RM5 is next TP, ultimately achieve new high for RM8 by year end!!!

Last Price Avg Target Price Upside/Downside
17.94 0.24 -17.70 (98.66%)

Papayashot ....you are right....coldeye not god, he just"know-who" & "know-how"....we earned enough can cabut, dont let the small fish eaten by all the crodiles.....run fast fast...

Profit margin for those potential projects is less than 3%, nothing to happy ...... moreover, orders not secure yet....those bigger ems are much bigger and stable and lower PE....i.e. VS, ATAIMS, SKPRES, EG, ETC

https://www.metal.com/Silicon/201812270008?type=1%20Year

USD2400 now

Jeffson87, good estimation!!!

this is RM5 counter like Mi & Vitrox!

OrlandoOilSemiconIoT Price action is likes TSMC n Samsung US new fab factories hv placed huge huge orders for QES ATE

You are rite, possible!!!

wow!!!

thanks for great info shared......we appreciate it!!!

QES should have Mi price at RM2-3, 10 years target to challenge Vitrox at RM10....this is a 10x counter in next 10 yrs.....a long term holding counter.

Production increasing to 42% starting next QR, new TP RM7.3

walletchong U guys know, US APPLIED ENGINEERING, INC is supplier of Semiconductor equipment for Intel Technology Inc.

Great info....then with Biden new policies with huge (record high) budget starting this yr will boast the chip making more in the USA, Intel was 1 of the key player in this, if QES can partner with Applied Eng to penetrate into Intel and other USA chip manufacturing then QES can be the next Vitrox!!!

Compared to Mi, QES is worth RM3!!!

https://www.investing.com/analysis/tin-could-reprise-record-high-on-supply-squeeze-then-plunge-200579484

Tin price record high again.....

It is extremely good news with Biden new policies in big investment for chips making, next 5 yrs it is a boom market for QES equipment to be sold in USA, other than China or Asia companies, not forget Europe also planned a big investment for chips making in Europe

This Applied Eng Corp is lead by the experience US Chinese team which had many experiences with big corp like KLA-Tencor, Lam Reasearch, ASML, NOVA Instruments, Watkins Johnson , and etc

MAY SU
A seasoned semiconductor industry executive, May has worked with technology leaders like KLA-Tencor and Lam Research, implementing strategic growth initiatives that strengthened revenue pipelines and enhanced company success. Previous roles in her three-decade career include: Vice President of Corporate Marketing at KLA-Tencor, Product General Manager at Lam Research, President of US and European Operations at Nova Instruments, VP of Strategic Marketing at Brooks Automation, and VP/GM at Crossing Automation and Aviza Technology. May is currently the active CMO at Kateeva.

May holds a bachelor’s degree in mechanical engineering from Cornell University, a master’s degree in mechanical engineering from UC Berkeley, and an MBA from Santa Clara University.

https://www.appliedengineering.com/our-team

JACK YAO
PRESIDENT, CHIEF FINANCIAL OFFICER
As the president and CFO of Applied Engineering, Jack Yao is responsible for running all facets of the AE business. Jack has a proven engineering and executive management track record and backed by over 20 years of experience driving sales growth in the technology industry. Prior to joining Applied Engineering, Jack was director of business development for Owens Design, responsible for all new business sales and marketing strategies. At Owens Design, he led the strategic sales activities which lead into over 25% new industry and strategic accounts growth year over year. Previously, he served as product manager of Aviza Technology, where he led the design, implementation and market penetration of atomic deposition systems. Prior to Aviza Technology, Jack served as marketing manager and engineering manager at ASML, Silicon Valley Group and Watkins Johnson. He has earned BS of Mechanical Engineering and Material Science degrees at the University of California, Davis; and Professional Leadership Development from Erasmus University Rotterdam.

Westeros

May I join your telegram group? Thanks

Ravindran, from which source u got to know they work with Applied Material (USA)? This is important, if it is true then QES worth rm5

Good chance to buy if drop tomorrow morning

Mi in making RM3....if can challenge Vitrox then it is more explosive