Limit up today!!!

Tin Prie USD28,899

https://www.lme.com/en-GB/Metals/Non-ferrous/Tin#tabIndex=2

https://www.lme.com/en-GB/Metals/Non-ferrous/Tin#tabIndex=2

LME TIN MAINTAINED ABOVE USD25K....towards 26k soon

Pulau Indah new technology:

https://www.youtube.com/watch?fbclid=IwAR2FWMMeI8ZSOKw29wXiYI4tTRn9fAX-IzgVD3ZMng5cRs1v_pr40VEeoIo&v=ZmZh2hQLm58&feature=youtu.be

200m, is it per QR?

The global semiconductor market will be $655.6B in 2025 compared to $342.7B in 2015 with CAGR of 6.7%.

https://www.semi.org/en/semiconductor-industry-2015-2025

global semiconductor sales 2016 about USD30B versus below:

WASHINGTON—Feb. 1, 2021—The Semiconductor Industry Association (SIA) today announced the global semiconductor industry sales were $439.0 billion in 2020, an increase of 6.5% compared to the 2019 total of $412.3 billion

Malaysia Smelting Corporation's main business activities take place in their plant located in Butterworth with a production capacity of approximately 40000 tonnes a year using reverbatory furnace technology.

http://www.sharetisfy.com/2017/07/msc-5916-malaysia-smelting-corporation.html

MSC to scale up its production capacity by 50% from 40,000 tonnes to 60,000

https://www.thestar.com.my/business/business-news/2018/08/04/msc-sees-pulau-indah-smelting-plant-as-game-changer

cg14134, why your yearly production so low??? where you get this figure from? As what the CEO mentioned, the Prai plant produced about 2+k tonne per year, while new plant in Pulau Indah shall able to produce 40k tonne + maximum can shot up to 60k tonne if demand needed.

Malaysia used to be world no 1 for tin producing, we should be back no 1 again....

Following its conversion, the company anticipates an increase in annual production capacity to up to 60,000 tonnes of refined tin per year. (new plant)

Old plant can produce 2+k tonne / year
New plant can prduce 60k tonne/year

If run both plants, it would be wolrd no 1

https://www.internationaltin.org/pt-timah-top-tin-producer/

MSC no 3 in wolrd

Straits Trading only own 52%, buy MSC itself is 100% on Tin rising....huge different!!!

YES, just for those cannot understand, I translated some key points.

北海策略地点进行熔锡业务已不合时宜，其一是环境局基于上述活动碳足迹高而面临压力，另一考量是它位于北海中环交通枢纽仅一箭之地，地点策略。该地段以STC为发展商，STC有26.2英亩，马熔锡13.9英亩，合计约40英亩，2018年10月签署备忘录，双方预计2019年中推出大蓝图，何时发展料2020年后更为清晰。“该地段由STC负责发展和管理，马熔锡将根据地段比例分享盈利，对双方皆有利

Dividend would be declared soon after good QRs

业务稳定后将派息

Breakeven point is usd 15k, mentioned by the ceo, extra is pure profit!!!!

采锡活动以目前每公吨2万美元锡价，按现有正运行活动，可获30至40%毛利。锡价的盈亏持平是每公吨1万5000美元

New factory already installed with Solar Panels to cut costs, new good management and very cost efficiency & productive

马熔锡也将在英达岛熔锡厂房安装太阳能板，以便在使用国家能源电供的同时，也自发电使用；即在用电高峰期的白天自用自发电，非高峰期才用公家电。

“Y公司和马熔锡皆以熔解金属品为主要业务；Y公司熔解铅和再循环铅的使用，作为电池用途。”

https://www.sinchew.com.my/pad/con/content_2034944.html

The CEO previously from Yokohama, he know batteries materials more than us

66岁的拿督杨满堂，多年前从大光电池（Yokohama，已下市）退休，9个月后受一名马熔锡大股东兼密友，表达欲把马熔锡转亏为盈，力邀有相关经验的他助一臂之力。他因而重投职场、加盟马熔锡

英达岛新厂已在今年开始启用（2020）

新厂的年产能达4万公吨，而且能在不涉及额外资本开销下，利用富氧再增加50%产能，这将使新厂成为全球成本最低的熔锡设施之一

https://www.google.com/amp/s/amp.sinchew.com.my/content/content_2389443.html

https://www.google.com/search?q=pt+timah+share+price&oq=PT+Timah&aqs=chrome.1.0l2j46i175i199j0l2j46i175i199j0l4.3209j0j4&sourceid=chrome&ie=UTF-8

USA may sanctions Myanmar very soon

https://www.reuters.com/article/us-myanmar-politics-usa-idUSKBN2A1322

This is a list of countries by tin production in 2019 based on USGS Mineral Commodity Summary 2020.[1]

Rank Country/Region tin production
(tonnes)
World 310,000
1 China China 85,000
2 Indonesia Indonesia 80,000
3 Myanmar Myanmar (Burma) 54,000
4 Peru Peru 18,500
5 Bolivia Bolivia 17,000
6 Brazil Brazil 17,000
7 Republic of the Congo Republic of the Congo 10,000
8 Nigeria Nigeria 7,500
9 Australia Australia 7,000
10 Vietnam Vietnam 4,500
11 Malaysia Malaysia 4,000
12 Rwanda Rwanda 3,000
13 Russia Russia 1,400
14 Laos Laos 1,000
Other countries 1,400



https://en.wikipedia.org/wiki/List_of_countries_by_tin_production

HOLD TIGHT TIGHT.....

2022 TP, RM5-6

RM5 is minimum....we shall aim RM8-10 in next 1-3 yrs!!!

EVs, semiconductors and Solar will shot up Tin price to USD31k back in 2011 and even USD40k as the demands are record high than 2011!!!

90% can be achievable!!! RM3 after QR.

Brookenzo, true.....

my previous TP was RM5 by 2022 when Tin price was USD21k, but now became USD25k.....speechless....

Greatech can be the biggest tech counter than Inari before 2025 for Bursa

If both prototype lines meet ATLIS’s performance and quality expectations, the two companies will explore the development of high-volume lines designed to produce millions of cells and hundreds of packs per month.

“Atlis Motor Vehicles is an exciting new company that Greatech is happy to be partnered with for Battery Manufacturing,” said Greatech CEO EK Tan. “Greatech is pleased to work with Mark and his team at Atlis Motors to help them bring their new battery technology to market.”

EV is just a step 1, there are few more big steps 2, 3, 4, 5.....Solar, NeuralLink, SpaceX, eVTOL, MARS....etc

Tesla aiming for next 10-30 yrs

TOYOTA was in the saturation market, hence 10 mil, this is new booming era of changing car, Tesla would be no 1 car maker in the world, 20 mil is reasonable. moreover, tesla's main profits at the end will not be selling car, but would be from the Autonomous software and accessories like Apple and many other smart company in USA

This is only Tesla alone, how about other EV brands.......

Tesla made about 500k EV in 2020 only, Elon Musk wanted Tesla to make 20 millions EV per yr

马斯克表示，这家汽车制造商希望每年生产2000万辆电动轿车和卡车。