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

Up despite Tin drop loh
Market start realise that tin is future
Solar EV AI all technology need tin

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

Mogas 95 break 101 loh
Diesel lagi kuat loh

Valero up loh despite DJI waterfall
Refinery used to buy refined products 1-2 months in advance to resells to customers when they schedule for a maintenance work 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

Latest:27,325
-431 (-1.55%)

Today drop because of tin price fall lah

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

Pang
Mogas 95 break usd 100 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

Told you guys my cowboy sifu very powerful loh
We bought ptrans w at 0.33loh
And msc below 2
Hengyuan below 3.2. Cowboys group bought 3 stocks only loh
2Q big profits comings soon loh
Must above 4 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

Next Friday 2Q profit maybe just around 25-30m
But 3Q 45m no problem lah
Hold MSc until next year loh 3.5-5 no problem lah

Alphamin loh
My cowboy friend favourite tin stock

Latest:28,240
+217 (+0.77%

Myanmar effect ,last night AFM up 8% loh

Afm
Tin stock
Now up 4% loh

Benchmark three-month tin CMSN3 prices on the London Metal Exchange were up 2% on Thursday, while all other base metals were down.

See? Tin price the only metal up today loh
The Story is , Myanmar will suspend tin mining for more than 3 month loh

Physical tin surely tight in supply in future loh
Tin price will slowly goes up loh
Same to msc price loh
Year end 4/5.00 loh

More EV more solar more AI product = more tin demand loh
Sure win counter loh
No holding power kaki only sell lah

Latest:28,360
+942 (+3.44%)

2 hours up USD 942 !

Yes lah mcm ni
Msc boleh limit up loh!

Latest:28,335
+917 (+3.34%)

Latest:27,745
+327 (+1.19%)

Myanmar close tin mined loh
But no official news mah
Syndicates short sell loh
Killed all bulls than once news out kill all bear
Down first rocket up next loh

Latest:27,665
+247 (+0.90%)
Up 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."

6 months is maximum yah
3-6 months suspension

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



Anyone ca

Myanmar final decision determines limits up or down lah

Mantap
August lagi best

While DSAI proud with tesla sales in Malaysia lah
Joko had invites tesla to build car in Indonesia loh

Joko is smart leader lah
Hope DSAI learn a bit lah

Demand for Copper and tin fly 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.

28850 loh
Were Malaysia follow Myanmar and Indonesia to ban tin export lei?

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.

27～29
Next week 3 days protest loh
Follow by 1August Myanmar ban loh

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

If tin price remain above 26000 lah
2023 pat above 140 not big problems loh
Pe 13 sent msc to 4 loh

Mysifu said
Msc is much easy than hengyuan
2Q pat 30m
3Q if keep at this level 45m

Conclusions is hold half year make 100% profit loh

Taiwan tin srock up not because tin ptice only loh
But because AI server push up demand on tin loh
Dah up 80% loh this year

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

Hopeless lah this month
Wait 2Q report lah

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.

God bless Peru loh

msc so slow lei
Taiwan tin stocks up 8% loh today

Hng33 jangan saja promote nanti sell MSC AT 2.3. Than delete promoting post

Okl loh
Kclow belum habis beli?

Msc output in 2&3Q is 1.6 times higher than previous output loh
So the effect of tin prices is 1.6time loh
Tin price 28000 should consider as 400000 if compared to 2021 loh

Oil up loh Hengyuan up loh
Sepatutnya, hengyuan should up because comings day lah
Hengyuan accumulated derivatives gains will exceed 1000 million loh

Bull coming

Bull coming

Consumer price index loh
Low means low inflation loh
So july is last rate hike loh
Dollar fall, oil,gold,stocks market up loh

CPI 3 only loh all fly loh