Los Angeles refiners prepare for Hurricane Hilary US West Coast refined products prices elevated as Hurricane Hilary approaches Mexico (AP) — Hurricane Hilary churned off Mexico's Pacific coast Friday as a powerful Category 4 storm threatening to unleash torrential rains on the mudslide-prone border city of Tijuana before heading into Southern California as the first tropical storm there in 84 years.
Forecasters warned the storm could cause extreme flooding, mudslides and even tornadoes across the region.
Tin price bottom loh Rebound Usd 700 in just 1 hour loh just now Rumours about Myanmar will restart mining soon have been prove is fake lah China analyst recommend buy yunnantin Western analyst recommend buy Afm Tin stock go go go
My cowboy sifu confirmed MSc made >17 millions in July only loh Thanks to strong tin price lah 2022 2Q profit all come from mining onlylah. Extraordinary tin price mah that time
Noob trade based on past result Pro trade based on future prospects Cowboys counting MSc profits day by day loh 3Q no maintenance confirmed Higher price 10% than 1Q almost confirmed 1Q 33 millions. 3Q minimum 42 million loh
Afm down 4% loh All tin stocks down due to tin price fall lah Will rebound one dont worry Btw must give msc management a big like loh They schedule the maintenance at June while tin price below 25000 loh
2022PAT 87M I guess lah 2023PAT 35 + 28 + Q3 45 + Q4 45 = 163 millions according to analysts on tin price until 2030 lah yah you can buy from some analysts yah this one I cant share lah Use their prediction lah Msc pat from 2024 onwars should never below 160 m loh Just my guessing yah
Haiyoh 28m is median of my sifu prediction loh Because of the maintenance mah, smelting segment contributes only 2/3 of the normal sales loh Otherwsie this Q also 35 million lah
Tak tahu why people not happening with the results. Know tin price,know June got maintenance, 28 millions is right things loh 3Q 45 millions also rights thing loh MSc pumps production in July blah estimated. July already contributes Pat 17 million loh 1 Myanmar ban 3 months 2 high demand in future loh 3 in future tin price above 28000 30000 became normal loh 4 in future msc profit above 40 million also became normal 5 because people used to the price at 1.9 loh so they like to take profits at 2.2+ loh 6 eps above 0.35 should price 3.50 lah at least. This is ytlpower 2.0 lah Some point my sifu won’t let us share lah Just buy on dip and hold loh. Contra player don’t read my tweet loh. If marker wise enough lah tomorrow should up 20% loh But I guess klse full with contra kaki, know nothing about investing loh So tomorrow mayb down to 2.2 loh
Inventory is high because they stake in as preparation for Myanmar ban loh But the inventory cannot last long lah Myanmar stop the mining’s activities for 3 months loh at least No more supply from Myanmar to China loh Next week China need to buy tin form Indonesia and Malaysia loh Indonesia imposed higher duty on tin loh So msc good business loh
Tin price susah turun skr Later lah Market realise MSC banyak untung loh Tin price guarantee MSc made 150 millions every year loh At least 150 millions loh because in future tin price will only move upwards loh
We have confirmation that Wa State mines were closed on August 1 as mandated. Some China smelters have stock so that should provide some immediate buffer," the ITA told Reuters.
"The suspension had been estimated by China sources to last for between one and three months, but more recent news suggests that may be too optimistic," the ITA said, without providing further details.
The bulk of tin mined in the self-declared Wa State, which borders China's Yunnan province, is usually supplied to Chinese smelters. China sources most of its tin needs ore from Myanmar, where the Wa region accounts for two thirds of production.
"While the reliance on the (Wa) region continues to fall, it is still about 75%, so it is going to be very hard for China to transition away from this key miner," said Daria Efanova at brokers Sucden Financial.
"If we see the ban implemented in quite a sharp manner into the fourth quarter, that's when we might see some tightness in the market because there will not be enough time for China to shift to other miners."
Eyes on Myanmar loh If the suspension is real lah Tin price will stay above 28000 for 6 months loh ( until demand is high) This bring the average of tin price about 27000 ++loh Surplus of 3000++ from analysts prediction (24000) will fully turn into the profits loh
1Q PAT 35 million, tin price 26460 lah If the volume about the same for each quarter lah MSc tak ada masalah to score 160 millions in this year loh Recrord high profits loh Eps 0.38 P/E 10 pun 3.8 loh P/E 15 5.70 loh
Sedap part is. In future, tin price will keep uptrend loh Maksud msc will always break profits record loh
The Politburo's sector targets for support included automobiles, electronics, and home-related goods as well as services such as sports, leisure activities and tourism. The news followed the policy packages to support the consumption of automobiles and electronics by National Development and Reform Commission on July 21.
If Myanmar does shut down, that is 31,000 tons (based on 2022) or $2,583 a month. So global inventories are gone in 5 months, assuming demand is flat. Also assuming Indonesia also continues to provide supply. (questionable). Myanmar has confirmed twice they are shutting off 8/1.
Msc need 16000 to break even lah But now above 28000 loh Guess how much profit are making everyday lei? 3Q Pat 45m senang je Hold till year end at least 3.50 lah if tin maintain this level lah Myanmar ban export 3 months enough loh
Quanta (2382) has become the leader of AI servers, and shipments are gradually increasing. The penetration rate of Shengmao (3305), the main supplier of tin paste, has exceeded 50% to a single Guangda. With the increase in the number of AI server panels and the use of tin paste, Yingyeda (2356) and Weichuang (3231) are also among the With the upcoming shipment of AI servers, Shengmao is optimistic about its sports performance. The AI server has become complicated due to its structure, and the number of board layers has increased significantly, which will further drive the use of tin paste
LIMA, July 12 (Reuters) - Peru extended a state of emergency for another 30 days along the country's main roadways, including a key mining corridor, as a new round of protests is expected to kick off next week, the country's prime minister said on Wednesday. Protests gripped Peru late last year after former President Pedro Castillo was ousted and detained when he illegally attempted to dissolve Congress. He remains jailed and his vice president, Dina Boluarte, has served as president since his removal. Subsequent protests included weeks of highway blockades that snarled important supply routes in the world's no. 2 copper producer. Prime Minister Alberto Otarola said on Wednesday that the state of emergency, which suspends certain rights, including the freedom of movement, will help keep roads open as Peru celebrates the independence holiday later this month. The state of emergency will apply in Peru's southern regions of Apurimac, Cusco and Arequipa, which are home to a southern mining corridor that will be placed under the control of the army and police.