Supermax Healthcare, based in Titan Drive, Fengate, has submitted a planning application to Peterborough City Council for a new headquarters, office, production and distribution facility at Kingston Park, in Flaxley Road.

If approved, the new three-storey facility would serve as the UK and European headquarters and distribution centre for the Supermax Group, which produces up to 17.6 billion gloves per year - about 11 per cent of the world’s latex examination gloves

The application shows the firm, which has 35 staff, plans to create 1,306sqm of office space plus 4,057sqm for storage and distribution on a 1.14 hectare site.

https://www.peterboroughtoday.co.uk/news/people/healthcare-company-seeks-go-ahead-uk-and-european-headquarters-peterborough-3061858

There is cost to pay for localised ppe...and that is higher asp thru incentive or direct contract.if not why is it produced by malaysia all these years? U wan sustanence...local manufacturer need to hav decent profit. Its a price to pay for biological defense. High asp.

Jp fail their maths...materials rise 4 x...asp onky rise 25%.....? U believe or not...u think at usd30 supermax dare to build plant in us?pls wake up.

Rolling out glove production overseas. Supermax is in the midst of identifying production
sites in the US to manufacture gloves. The will cost US$300m in the first phase and
US$250m in the second phase. In the long run, it is eyeing a 15b-piece annual capacity in
the US, or 10% of its existing glove consumption.

We gather that the US government agencies have offered lucrative incentives and tax breaks to attract Supermax. This is amid the government’s intention to lower its dependence on imported gloves. Supermax is also looking to build a plant in the UK with a capex of GBP50m.

From Uob analayst...much trusted source.

Supermax now in hot discussion with several us govenors. Who knows they might build near warren buffett or president biden ?

https://www.bloomberg.com/news/articles/2020-12-10/the-future-of-u-s-national-stockpile-isn-t-a-bigger-stockpile

Like i said asp will remain high postcovid. With high cost n labor in us. Higher asp is needed to sustain and for growth planning. Higher asp in us in future is expected. Current asp is a guide for their sustanance and growth. Though peak asp is not possible.i still forsee a 10 x precovid profit when asp normalised. From usd 23 to usd 45 normalised in 3 yrs time. Still a 10 x profit then b4.

Why still a high asp than precovid? The precovid asp was deflated due to distributor power to suppress price to their advantage resulting in price war among oem. With major manufacturer going direct to their end customer like supermax and tg during this covid. Manufacturer hav gotten back more profit thru eliminating the middle men , agent n distributor eating up their profit .

Precvoid
Manufactuere usd23

Distibutor sell at usd80

In future when normalised

Manufacturer 55
Distributor sell at 110

Thats still a 8 to 10 x precovid profit.(not counting in more capacity expansion)

The above post covid scenario is only applicable to big players with direct obm ,gomen contract or bargaining power like supermax tg harta etc.
The smaller players will still be press by distributors in future .

Bumper profit will becom normal profit.

Supermax is farsighted to grab the 1st move to be pioneer in us local made ppe. 1st move get biggest pie and more opportunity for further cooperation in supplying other ppe.

Supermax will be manufacturing and selling direc to us gomen and hospital with highest asp in future.
Further Expansion will be assisted with gomen policy like stated in biden message.

Probably headed to become us national glove suppliers.

Supermax nex month pe 8.....

if they say glove is a must...no need vaccination oledi. thats why its optional..

Many strains are jumping frkm human to animal n bak to human unnoticed...the latest example is the mink case in europe...these are happening over the world unreported...with half baked vaccine....it will hav a chance to escape n flourish...

The greatest threat from covid is now comjng with the false sense of security from vaccine. Now diferent strain in us europe asia africa ..are all contained in their country...with limited few escaping. All hell will break loose.....when they r dispersed...with the oncoming of vaccine n travelling...with half baked vaccine...covid will mutate faster.. very sad scene ahead...

With rushed vaccine = false sense of security= world opening up= covid spread n different strains mingle= fatality n ade increase=further mutation=vaccine failure keeps prop up= another wave in 2021 = vaccine credibility threaten= covid prolonged=2022 wave appear again

Glove will rise again dun worry. Half yr up half yr down...like hour glass..

we r only 6 months on these multi years war with covid....no hurry....we hav not open up yet the world travel. wait til u c cross continent different strain mix with each other.

2021 oct another wave.

2022 oct another wave...

2023 oct another wave..

U canslow this down... but u cannot end this war..

Covid cannot be eliminated. U can only live with it.

dun want to write orignally coz too long winded...c also tired.....but i c he din get the 1st 3 point fact correct...so i think he never studied super max b4 ..so i think may b many vaccine player are not well informed. so dun wan him to be so embarrass in future again . so jus correct him. ...may b i corrected him coz him to be embarrasss...ai ya...foolish me...

Supermax with same market cap as harta, (any fact to support this statement?)

1. 48 bil market cap by 2020? how do you get this figure? you pluck from sky?
===
48 bil production capacity by 2022..pls c properly. u din get the fact rite.

2. 98% OBM, this is a fact, but dint supermax have 98% OBM pre covid when their share price is RM 0.75? what advantage is this?
===
supermax OBM precovid is only 70%. u din do homework.

3. increased margin forever? did you study supply and demand? more and more company venturing into glove business. Even oil price drop from high of $120 per barrel to $40 now. i still remember those people who say oil price will only go up due to being non renewable energy, if oil price can fall for over 60%, what makes price of glove remain high forever?
===
U din do homework. SUPERMAX remove all agent and middlemen. Increase margin permanently by selling direct to end consumer like gomen agent and hospital. This is a PERMANT structural change to their business. Improve margin by leaps and bound.

4. one off contract with high asp does not mean that the asp will be forever high, contract is meant to be renewed, and the terms change in every negotiation.
===
US BIDEN policy is to promote Local PPE production. Inorder to do that. Current ASP will be the bench mark. A precovid ASP will only make locall ppe gone bust.Thus a heightened ASP is expected post covid. PRECVOID blend is USD23. Post Covid shld normalised to around USD45.

5. every company is venturing in healthcare sector which is high supply = low price.

Supply will meet Demand eventually in 2022/23 . Where ASP is expected to normalised around USD 45 . Still a 7 to 10x profit more than precovid.

6. again, any facts on new venture?

This one i cannot say. So u win.

7. contact lens business is good, however it cannot be used to justify the current share price as it is too over value and contact lenses is not supermax main income generator

I am talking about PRECOVID n POST COVID. Of course 80% growth is a strong point to take note. This is a generic growth which will be a high margin business in future.
Stanley had planned d a 2 bil capacity in the past. Investor need to be informed. How u know in future contact lens wont be major contributor.
Super aim to be BIG 5 contact lens in future. With their current financial strength . its not a dream .

8. the result of indexed in KLCI is a 5% drop of share price post announcement.

Not even included in index and traded yet. Why u so hurry.
Jus an annoucement. Next month if up 10% how?

9. ASP will reduce as per macroeconomic law. low demand or over supply = reduced price or ASP if you like to call it that way.

That is true. But it will not reduced to precovid as now Major manufacturer are not under distributor pressing like in the past.
The ASP of glvoes are too cheap in the past which resulted in the sharp shortage currently.Super thin margin resulted in slow expansion.

Now the world wake up to better health consciousness. It demand a higher asp to meet that demand and expansion. Do not forget. Not only glvoe need expand. All the material and support need expand. all these come from more profit from gloves. More profit means higher ASP.So a precovid ASP is impossible.

Many ppl do not know the distributor are earning bulk of the profit in the past. I agree asp will drop. But it will not drop bak to precovid.

precovid is USD 23 blended.
Post covid will normalised to around USD 45 blended. (7 to 10 x precovid profit _
Current ASP is more than 45...it may go up to 80 or even 100.*which is PEAK profit)

post covid Profit cannot be peak profit.
But currently supermax is oledi trading below post covid profit . Same to Tg and others. The current market hav not given the glove sector their peak profit price any way. so nothing to sell down of.


HENG YUAN is cyclical. If one day ppl discovered refine oil can cure covid and cancer. Their profit will be permanent. That is structural change.

Ah thai transfered all share into supermax holding on the day of supermax inclusion announcement.
The timing cannot be more perfect. Its trying to catch your eyeball when attention is at peak on 3rd Dec anouncement.

High5..i oledi stated not considering extra caps...

freetospeak Posted by Biliskecil > Dec 5, 2020 5:49 PM | Report Abuse

Once everything back to normal with mass vaccination, supermax will back to the average share price of rm 1.5 fair value
-============================================================

when everything bak to normal...supermax will hav same caps as HARTA .
Do u ever c HARTA @ RM1.50?

Dun try to challenge Supermax fundamental. With Local PPE production at US and UK with long term government contract. Supermax position is even more sold than other big 3.

LAST TIME SUPER will revert bak to old price post previous outbreak becoz , Super DUN HAVE :

1. 48 bill caps by 2022 (10 more bil in US and UK) about 60 Bil in total.

2. 98% OBM

3. STREAM lined OBMX operation hugely increasing margin FOREVER (not going bak.

4. higher contract asp with foreign government (USA, UK, CANADA).

5. NEW business venture into PPE.

6. MORE NEW VENTURES coming soon.

7. Contact lens 80% growth yrly. 2 billions caps in nex fw yrs in plan.

8. KLCI indexed and SGX next yr

9. 100 yrs PANDEMIC outbreak ...which going to last many years which resulted in permant shift in ASP mean in future. ASP will 2 x of pre covid time when dust settle. from blended asp of usd 23 to usd 45. Meaning a 7 to 10 x profit of precovid. Bumper profit will becom normal profit.

If super is having a 30 mil precovid. it will be getting 200 to 300 mil per qtr post covid. Not considering extra caps.

Layman wont understand this. They will witness it in future.
How i know. My oracle said so.

You can challenge Supermax with sentiment. dun challenge its fundamental.

Supermax beyondmask N99 mask....n95 bye bye...

https://www.facebook.com/111310853942654/posts/213489267058145/

BEYONDMASK

Our team is composed of former university and professional athletes. They are working on an N99 type mask allowing for increased breathability during sports performances. In addition to allowing athletes to reach their full capacity, it ensures optimal safety for all athletes, at all levels and in all disciplines.

In addition, they had the opportunity to connect to a webinar that was designed to showcase the best practitioners in the field of PPE in sport. More than 50 athletic directors and athletic therapists, members of US Sport Canada were present at this virtual meeting. BeyondFit was thus proposed as a high performance alternative to traditional face masks.

The launch of five pilot projects will begin soon in university athletic programs.
If you too are looking for a mask for your sports team that will meet and exceed your standards for breathability, comfort, safety and ecology. Contact our team (link in the bio)

toneefa..i hope is no brainer ...not no brain

epf slow in glove play...worst in glove choice...shake head...who make their investment decision? why OTB sifu not on board? shake head...

one day when they increase lens to 2 bil(mentioned by stanley few yrs ago)...earn 10 sen/pcs also huat oledi...but u think contact lens as high margin product only earn 10 sen?

farmer ...u wanna book aveo contact lens for your whole company is it...lol...

https://aveovision.my/order-now-hello

they will be marketing colored and cosmetics lens in future. big market for china if they got license.

contact lens 80% grow .yoy...

soon will hav 2 bil contact lens in a few yrs when they got china license as mention in my blog....big contribution coming from contact lens in future...so why worry about decreasing profit from gloves in future. Supermax had carve out 10 yrs plan oledi.

supermax less labor high margin now ...obm style...highest margin index stock. control COVID well. Take good care of employee n foreign labour. upgrade their dormitory nicer than my house. . SEDEX member certified u can hav a piece of mind.

sell glove and mask together good strategy...192 mil pc /yr....sell in canada oledi huat liao...canada face mask premium high...

lets c this wk closing....if good..then we might c all time high coming...

may b all time high coming in a month or two....

bro hew also here today...lol....very well indeed...supermax will soon shine...

the big funds FOMO ..lol

i hope stanley brought his angmo friend..lol

chief...so many present...lol..hand shake...

chief999...damn good..i got many years never receive angpow oledi...

how long u want to be in US ? ...wait until neck long...

i beleive u stanley...lead the pack...

"The secret: The viruses lost genetic letters in sets of three. Instead of destroying the genetic recipe for a viral protein, the mutations snipped out one or more amino acids.

As much as Dr. Duprex despises the pandemic, he finds it hard not to admire the elegance of these mutations. “It’s so cool, it’s brilliant,” he said."

道生一 一生二 二生三 三生萬物

李康《运命论》

故木秀于林，风必摧之；堆出于岸，流必湍之；行高于人，众必非之。前鉴不远，覆车继轨。


前鉴不远，ds stanley
覆车继轨。ts lim

Malaysia not cheap and friendly to make glove anymore......u can c the future. Localised ppe plant. Smart supermax so farsighted.

wonder why ah thai play so long in US....lol...can bring angmoh fund in or not...or can go visit warren buffet...

if every country expand their reserve to 9 mths to 1 yr...dunno how many years it takes .

jus replenish and expanding strategic reserve is enuff to keep the glvoe demand strong for few yrs...where got so easy .

come...jus sarcastic...lol

when reach pe 1...still overvalued...shld be 0.1

pe 3 still overvalued la...the correct pe for glove shld be 1....

world lowest pe index stock...

klse index stock at pe 3...very safe

at this price next yr pe 3 oledi..lol

and i hav not even start calculating new US plant and UK plant going forward...the potential of the long term contract from us gomen.

super caps will x 50% end of 2021 , beginning of 2022....another 50% by end 2022... if they complete early ...cannot imagine the profit for super if asp is maintaining.u r looking at over 3bil.

one plant from super is equal to 1.5 -2 plant from tg ,kossan and harta. so look out for new capacity from super.

at current price. even a 35% dividend policy from super is enuff to give u 9% dividend yield. ppl still din c it coming.

kltower..yes.. USD300 is very possible judging from TG OEMprice USD140. OBM will distribute at USD300. The price quote at USD350 is the end user price oledi.
probably the price is around 230 - 240 USD at supermax level.

by june 21 next yr.. PAT over 2bil is highly possible. with new capacity , new business like mask n PPE. rm1 eps per qtr seems not unattainable.

1 qtr earning can reduce super pe to 8