PureBULL ...

PureBULL | Joined since 2012-04-16

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News & Blogs

2022-07-13 11:39 | Report Abuse

PureBULL >>>, [2022-07-12 3:23 AM]
bcos of SHE chose to romance no limit = world stock mkt r dropping every week at no limit,
n all growing biz kaput...

TECH stocks have the look of starting to go down its 2nd LEG!
watch it, i.e. a giant MAJOR wave.

https://www.tradingview.com/x/3TO1mLk0/
https://www.tradingview.com/x/DjMLecm0/
https://www.tradingview.com/x/L14LfL9K/

News & Blogs

2022-07-13 10:06 | Report Abuse

stock players who r long enough in the mkt will learn the hardest way to
know that
FED is the world chong.car n all taichow.car will obey him or her.
FED Chair is the most powerful person.
His job is so simple:

QE + dropping interest rate = PureBULL
QT + increasing interest rate = Purebear.,.

tis a risky mkt, caused by iliot fun who can do program selling anytime that damages the stock trend.
in my 35 years in stock mkt, i have never seen purebear stocks that go down non stop for 13 weeks edi n counting...

a depressing mkt.
stock prices r so low n tempting.

the risk n reward # is = down BIG, up 5-10 bids at best on REBOUND that never lasts.
how would BIG boys want to buy?

Capital Preservation 1st:
KEY pt here is to survive to FIGHT n grow RICH after a 1-2 years if it is 2022 or 2023.,.
after the killer period = we wish long 8 to 12 yrs of prosperity into the country roads.,.

Stock

2022-07-07 05:51 | Report Abuse

PureBULL >>>, [2022-07-05 6:48 PM]

THE 2 OIL R DROPPING after their double top:

https://www.tradingview.com/x/Xm2RMQeh/

https://www.tradingview.com/x/RHFlhrXH/

With decreasing ASP =
palm oil n crude oil stocks r dropping fast in prices as the next QR PAT is certain to decrease.

Commodity stocks r just for short term play when its respective commodity is on bull run in prices, purely due to speculative premium.
Then commodity stocks become value.stocks as its QR PAT will increase in a big way but last short term, 1 to 2 QR max.
They r so difference compare to growth.stocks that could grow 4 to 8 QR.


NB: when we play commodity stocks next time, need to remember this line:
The commodity market can be quite unforgiving when you go into a recession and supplies outstrip demand.

Stock

2022-07-07 05:46 | Report Abuse

PureBULL >>>, [2022-07-05 6:48 PM]

THE 2 OIL R DROPPING after their double top:

https://www.tradingview.com/x/Xm2RMQeh/

https://www.tradingview.com/x/RHFlhrXH/

With decreasing ASP =
palm oil n crude oil stocks r dropping fast in prices as the next QR PAT is certain to decrease.

Commodity stocks r just for short term play when its respective commodity is on bull run in prices, purely due to speculative premium.
Then commodity stocks become value.stocks as its QR PAT will increase in a big way but last short term, 1 to 2 QR max.
They r so difference compare to growth.stocks that could grow 4 to 8 QR.


NB: when we play commodity stocks next time, need to remember this line:
The commodity market can be quite unforgiving when you go into a recession and supplies outstrip demand.

News & Blogs

2022-07-02 17:16 | Report Abuse

dear sifu CALVIN of west jurong SIN, pls buy n buy n buy more.,. n pls report to us all.,. ur behavior n character thereafter then .,. PLS.,.

Stock

2022-06-25 16:24 | Report Abuse

msian stock mkt needs retailers to fly stocks UP to become great winning stocks.

today, retailers was active at about 40% of total vol traded daily in the heydays n is reduced to 25% at national level.

play with the FUNDS to win some = stocks they have i.e. the best in top 30 in KLCI n then top 70.,.

News & Blogs

2022-06-24 17:23 | Report Abuse

Howard Marks, a yahudi is a great talent in high fin.
a grad from the v top school of the US = sure become see.pay orang.kaya.
he was top at Wharton, oso dtrum's school n did his MBA in U of Chicago, in quants = this MBA grad earn the highest salary upon graduation with high signing bonus, every yr of all MBA.

warren B said, the 1st memo he will read 1st is from Howard Marks.

if u r young, go n hunt for his knowhow.

Stock

2022-06-24 16:31 | Report Abuse

THIS IS PALM OIL PRICE TODAY:
https://www.tradingview.com/x/BdgfASft/

the brief super bull run on palm oil stocks is GG.
the prices now r as low as or even lower than b4 the bull run!

https://www.tradingview.com/x/hpB3epEY/
https://www.tradingview.com/x/KDHFBFEu/
https://www.tradingview.com/x/9A8EpLeX/
https://www.tradingview.com/x/ZMtT9f6M/
https://www.tradingview.com/x/2eQO8iYQ/
https://www.tradingview.com/x/JeApGVOJ/
the top 2 r:
https://www.tradingview.com/x/JSibWjoO/
https://www.tradingview.com/x/x8Q49kym/

NB: Stocks drop 9% from its peak price is GG, at most times.
EW count can help stock players. it's about knowhow in mkt cycle or behavior.
Final Sell or cut.loss at 9% can help capture the profit or safeguarding the capital.
When stocks r dropping, forget about FA. Price Action Theory is 1st thing 1st.,.

This is Crude OIL WTI, seemingly just after attempting a failed double TOP:
https://www.tradingview.com/x/wtwCqxeK/

Stock

2022-06-23 15:16 | Report Abuse

PureBULL >>>, [2022-06-23 2:43 AM]
https://www.tradingview.com/x/8QCkxHC3/

TOPGLOV, 104 is gum.gum GC of macd 30 min.
now a continuous buying > 104, with large vol is required to decisively confirm the 1st HL.

Stock

2022-06-23 15:00 | Report Abuse

PureBULL >>>, [2022-06-22 9:08 PM]

"When everyone believes something is risky,
their unwillingness to buy usually reduces the prices to the point where IT'S NOT RISKY"
By Howard Marks

PureBULL >>>, [2022-06-22 9:08 PM]
IS THIS THE MESSAGE FOR GLOVES?

I hope so.
When the price action theory confirms our opinion = hoot.9.e, my guru encouraged this all the times...
take risk at seeing the 1st HL n wish, it goes HH n beyond...

https://www.tradingview.com/x/GVdKTNpK/

Stock

2022-06-18 16:52 | Report Abuse

THERE R ONLY 2 TYPES in stock mkt investing :

1st is the BEST = Growth Stocks = could grow for 3 to 8 QR in stock prices continuously.,.

2nd only is Value stocks = could grow for max 2 QR.,. = as mkt proven lately in steel then palm oil n soon in oil refinery.,.

all stocks need a catalyst or 2 to fly HIGH in prices.,.

the economic catalyst is
increasing QR PAT from
tailwinds to;
1) increasing ASP = value stocks only. n only growth stocks will have enhanced
2) increasing growth with added # of factories = power scalability #.,.

Stock

2022-06-18 15:00 | Report Abuse

PureBULL >>>, [2022-06-18 2:45 AM]

as I see it...

THE MOST CRITICAL PERIOD OF STOCK PLAYERS IS NOW

every 10-15 years of good times = pureBULL, there would be bad period of recession = times of high uncertainty.
n these BAD times = purebear could take 1 to 2 killing years.
the long good times to play afool in stocks for the long haul, r over!
many who r not risk averse would be taken to the cleaners, the stock pro shouted!
as stock players growing at CAGR on a long term, we want to avoid this purebear completely at all cost.

INVESTMENT CLOCK NEVER SLEEP
stocks r out
bonds r out
hard commodities have weakened down considerably
crude oil is showing meaningful weakness this weekend
some soft commodities have softened

the clock is ticking to CASH as the best asset class...
https://www.tradingview.com/x/hf4n0v3I/
the above is the only A1 stock chart on super bull run...

2 WARS
i. the bio.war on march 2020 is the ww3 that took away millions of lives n
caused misery to all humans in every country, n gave the world with high global inflation.
ii. then on Feb 24th, 2022, the R WAR drove up inflation further at high speed to super 40 years HIGH.

FED, the most powerful job on earth is working hard:
vision: to bring down inflation to 2%
mission: to increase interest rate aggressively in 2022 now, thru to 2023
only sometime in 2024 can interest rate drops!

Have integrative thinking n meditate on the FED...
NB:
nobody tells us that 2022 is the BAD YEAR
the equation: as interest rate increases = stock decreases in value
mkt is telling that there is NO or zero Growth stock to look at.,.
at best we can play stocks on REBOUND n must complete the buy pt with sell pts at v short term.,.

Stock

2022-06-16 14:48 | Report Abuse

Sslee:
PureBull,
Have a look into crack spread.
The crack spread is on superBull now.

https://www.tradingview.com/symbols/NYMEX-D1N1%21/

3 weeks ago

PureBULL ...:
https://www.tradingview.com/x/Gqj4HFbh/

hy, program selling has begun, it looks like.

1st LH = 739 n 1st LL = 717
below 717 = 2nd LL = could kaput,,

3 weeks ago

Sslee:
This week or next Petronm and Hengyuan Q1 result should be out. Petronm result should be better that last quarter.

fortune favors the brave

3 weeks ago

Stock

2022-06-13 10:48 | Report Abuse

NEVER BECOME CALCULATING LIKE AN ECONOMIST

i.e. the toughest job on earth to process > 15 to 20 parameters in an equation.,.
U will be wrong at most times.
those who r right is like hitting 1st prize on lottery.,.

BLACK SWAN, the best selling book by arabkia of U of NY can help.,.

March 2020 was a black swan = world mkt collapsed =
FED came to rescue with huge QE of usd$750 billion n throw interest rate to 0 instantly.,.

TODAY now, the R WAR is the Black Swan. n FED is doing aggressively the OPPOSITE:
1) doing QT n making bond yields the best purebull now:
https://www.tradingview.com/x/LhjGUrai/

2) increasing interest rate hawkishly.,.
that rate should go up higher by another 2%, to reach about 5%.,.
https://www.tradingview.com/x/h4dNboPl/

NB: all stocks r moving targets. this is the equation;
Interest rate increases, stock decreases in value...!

News & Blogs

2022-05-24 10:22 | Report Abuse

https://www.tradingview.com/x/Gqj4HFbh/

hy, program selling has begun, it looks like.

1st LH = 739 n 1st LL = 717
below 717 = 2nd LL = could kaput,,

News & Blogs

2022-05-06 18:01 | Report Abuse

HIGH INFLATION IS THE ROBBER OF EVERY FAMILY IN THE ENTIRE WORLD

FED is fighting inflation head on now!
Last Wed with a 1/2% interest rate increase was the biggest, n more is forth coming...

FED is forcing the INVESTMENT CLOCK to tick correctly amongst the asset classes i.e :
Bond yield goes UP = Bond prices go down

https://www.tradingview.com/x/q5u0Dsd8/
n Stocks go down too.

https://www.tradingview.com/x/wQrEPgDp/
Investors r selling Bonds n Stocks for Cash as the safest heaven.

High Inflation always is caused by Commodity Bull Run, both the soft for foods n the hard commodity for industry usage.
Our world has never gone into real shortage of any thing.
The only thing always happened is, the Smart Money used the power word SHORTAGE to fly up that item to
crazzzy prices.
2020 March, was the beginning of world bio.war = gloves were the best product or biz on earth.
we all know now that there was no shortage of gloves, only crazzzy prices happened n made all those glove stocks made billions in profits.,. = VALUE.investing = lasted 1-2 QR only!

FED wants all Smart Money to stop playing up commodity esply food commodity.,.

NB:
a. EV.ECONOMY n ES, green Energy Storage, the only 2 world engines of Growth, these 2 super huge biz r just getting started:
only EV.METALS will ENJOY increasing demand yr after yr must do well, as we see more n MORE EV on the global roads by the months n years... = GROWTH.investing = can grow n last up to 8 QR +.
b. Stocks go purebull run, usually due to 2 economic tailwinds:
they r
i. increasing ASP, av selling prices = increasing QR PAT n or
ii. increasing GLOBAL demand in product vol = increasing # of factories n sizes.,.

News & Blogs

2022-04-09 15:49 | Report Abuse

PORTFOLIO CORE HOLDINGS = 60 to 70% of fund

Every stock players MUST choose the best stocks with the best GLOBAL biz now.
n the v BEST biz r :

1st: EV is ever happening, proven by pure FACT that made Elon Musk the far distant RICHEST # 1 man on earth.,.
2nd: ES in renewal energy is so so NEW to all countries.
n every country is going berserk in it or be fine for black energy.,. sin is showing the ex to import from aust.

BOTH of the above involve n require rechargeable batteries = the BIGGEST biz on earth soon.,.

In our msian stock mkt, PMBTECH in Si n MSC in Sn r the newest EV.METAL stocks every stock players must have in their portfolios.,.
PROVEN FACT:
PMETAL in EV.metal Al is so great n so BIG at high speed SUCCESS in mkt cap > $50 BILLION now n will continue to grow n grow bigger.,.
the NEW is better for us to make BIG money FAST.,.

https://tesla-share.thron.com/content/?id=96ea71cf-8fda-4648-a62c-753af436c3b6&pkey=S1dbei4

Stock

2022-04-07 11:08 | Report Abuse

https://www.tradingview.com/x/Fi2Kk5Tw/

Starbucks Msia is likely about to lift.off to new.blue.sky of high $6, after a long period of preparation on the taxi,,

https://klse.i3investor.com/web/stock/financial-quarter/5196

Stock

2022-04-05 07:36 | Report Abuse

Grand old producers of EV.METALS in europar n cina r having CRISIS of POWER SUPPLY SHORTAGES
= all their factories r forced to produce at HIGH power cost n limited to power rationing.

MSIA is the major Natural.Gas exporter.
MSC is on natural.gas n now PMBTECH just announced a HUGE plan with Sabah Gas.

There is NO.LIMIT or unlimited supply of natural gas in msia.
Both these 2 EV.METAL stocks will grow perpetually, as more n more EV.CARS r seen on the global roads.

THE MAKING OF 2 GIANT STOCKS ON KLSE:
Be inspired by these exponential increases in QR PAT, n the superb 1Q2022 had ended days ago on Mar 31st.
The insiders n those well connected funds would edi have knowledge of the next huge increasing QR PAT #!
https://klse.i3investor.com/web/stock/financial-quarter/7172
https://klse.i3investor.com/web/stock/financial-quarter/5916

https://tradingeconomics.com/commodity/tin

Stock

2022-04-05 03:33 | Report Abuse



PureBULL >>>, [2022-04-02 2:01 AM]
https://www.tradingview.com/x/GOp4Lq23/

COMPLET :
WHY did dtk allow it to fall?
that WAR began on Feb 24th, forcing many even dtk n mkt high rollers to SIAM at the soonest way possible,,

COMPLET recovered so well n fully in 5 mkt days!
We await for a nice formation of GC in the week/s ahead...

Stock

2022-04-04 16:33 | Report Abuse


Stock: [MSC]: MALAYSIA SMELTING CORP BHD
Mar 23, 2022 5:16 PM | Report Abuse

PureBULL >>>, [2022-03-22 4:20 PM]
THE BEST GLOBAL BIZ NOW IS

EV n ES MATERIAL stocks for rechargeable battery, for long term growing values in this century.
n the v best stocks in msia r:
EV.METAL stocks in PMBTECH, MSC n then PMETAL

WHY can't 1 research guy in IB or SBC sees this huge OPPORTUNITY at its infant stage, n begins calling it EV.METAL for portfolio CORE HOLDINGS on the long haul?

https://klse.i3investor.com/web/blog/detail/future_tech/2022-03-22-sto...

I stare at stock charts at more than a full time job = will have no time to do marketing.

be guided by
BUY WHAT MR MKT WANTS TO PLAY UP; 2 to 4 cycles p.a. i.e.
a. 2 cycles of Growth Investing
25 to 50% up to even 100%

b. 2 cycles of Value Investing
10 to 25% up on REBOUND like happening in TECH stocks now, from their ocean level pricing.
I will have new job to do on how to max REBOUND cycles...

TECH STOCKS R GIANT PUREBEAR

could enjoy the top of this euphoric REBOUND soon.
as always, when a peak is established, spinning the top a few times to form a diamond pattern n then program selling takes over.

NB: Theme.Play takes precedence in msian mkt. its TECH now, n all others have to take the back seats.

IT'S HUGE ENERGY OR POWER SUPPLY CRISIS
in cina n europar.

EV.METALS, r energy guzzlers n will require tonnes of power to produce at close to 100% content.
Our msia has LOTS of LOW priced green energy:
PMETAL, aluminum n PMBTECH, silicon r using hydro electric of Bakun n cousins of dams.
n MSC, tin uses natural gas. tin smelting should be the lucrative biz now after 120 yrs for this grand old stock.

Stock

2022-03-31 05:05 | Report Abuse


PMBTECH is on scalability phase with large new 200 acres land = meaning its biz is just too good now.
n need to expand factories asap to supply to the super hungry Silicon mkt. This time in Sabah.

Natural gas must be considered the green energy = we all use it to heat up our houses.
Msia, a major exporter of natural gas has tonnes of this wonderful gas.

rus sia has 2 pipe lines of natural gas to Germany's factories.
so it has to be green gas.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3247111

Stock

2022-03-23 17:16 | Report Abuse

PureBULL >>>, [2022-03-22 4:20 PM]
THE BEST GLOBAL BIZ NOW IS

EV n ES MATERIAL stocks for rechargeable battery, for long term growing values in this century.
n the v best stocks in msia r:
EV.METAL stocks in PMBTECH, MSC n then PMETAL

WHY can't 1 research guy in IB or SBC sees this huge OPPORTUNITY at its infant stage, n begins calling it EV.METAL for portfolio CORE HOLDINGS on the long haul?

https://klse.i3investor.com/web/blog/detail/future_tech/2022-03-22-story-h1620411126-Global_lithium_ion_battery_capacity_may_rise_five_fold_by_2030_Wood_Mac

I stare at stock charts at more than a full time job = will have no time to do marketing.

be guided by
BUY WHAT MR MKT WANTS TO PLAY UP; 2 to 4 cycles p.a. i.e.
a. 2 cycles of Growth Investing
25 to 50% up to even 100%

b. 2 cycles of Value Investing
10 to 25% up on REBOUND like happening in TECH stocks now, from their ocean level pricing.
I will have new job to do on how to max REBOUND cycles...

TECH STOCKS R GIANT PUREBEAR

could enjoy the top of this euphoric REBOUND soon.
as always, when a peak is established, spinning the top a few times to form a diamond pattern n then program selling takes over.

NB: Theme.Play takes precedence in msian mkt. its TECH now, n all others have to take the back seats.

IT'S HUGE ENERGY OR POWER SUPPLY CRISIS
in cina n europar.

EV.METALS, r energy guzzlers n will require tonnes of power to produce at close to 100% content.
Our msia has LOTS of LOW priced green energy:
PMETAL, aluminum n PMBTECH, silicon r using hydro electric of Bakun n cousins of dams.
n MSC, tin uses natural gas. tin smelting should be the lucrative biz now after 120 yrs for this grand old stock.

Stock

2022-03-22 11:55 | Report Abuse


PMBTECH 4:1 BI
likely the ex date could be on April 25th + - 2 mkt days

The LFP 4680 Battery Cell // + LFP with Tesla Silicon
https://www.youtube.com/watch?v=IIkA-mq5htw&t=1384s&ab_channel=TheLimi...

The Science Behind Tesla Silicon // Cracking the Silicon Code
https://www.youtube.com/watch?v=YTW_Q63bEEY&ab_channel=TheLimitingFact...

Advantages of Amprius’ 100% Silicon nanowire batteries
https://www.amprius.com/technology
https://www.youtube.com/watch?v=w9hS8nf_pQg&ab_channel=TheTeslaDomain

Stock

2022-03-22 11:10 | Report Abuse


Silicon-based anode manufacturers have begun to target power battery target customers. Shi Dashenghua said that the preliminary technical docking work between the company and the domestic leading lithium battery enterprises is continuing, and the R&D personnel of more than 5 enterprises expressed their willingness to cooperate with the company in technical joint development.

The above-mentioned silicon-based anode developers predict that domestic manufacturers will be able to follow up about a year after the Tesla 4680 is mass-produced. The time point for silicon-based anodes to increase in the power battery field is around 2023, and there may be a capacity gap at that time. "Since this year, some leading battery factories have begun to interact frequently with anode manufacturers to understand the progress of material performance improvement."

Stock

2022-03-22 11:10 | Report Abuse


It is worth mentioning that the application of silicon-based anodes will also be accompanied by the maturity of a number of supporting materials. In order to overcome swelling, improve conductivity, initial charge-discharge efficiency and other properties, batteries using silicon-based negative electrodes need to be supplemented with conductive agents, binders, lithium supplements and other products. Some manufacturers have planned projects of supporting products. Shi Dashenghua recently announced that it will invest 935 million yuan to build a 20,000-ton/year cathode lithium supplement project; invest 318 million yuan to build a 10,000-ton/year new conductive agent project. Silicon Treasure Technology has also planned a 40,000-ton/year special adhesive production base in the silicon-based anode project.

4680 warm wind blows

At present, silicon-based anodes are mainly used in consumer electronics, power tools and other fields, and the field of power batteries has more room for incremental growth, especially the upcoming 4680 battery will become a warm wind to change the market.

Tesla first released the 4680 cylindrical battery in 2020, named after the size of 46mm in diameter and 80mm in height. The positive electrode of this battery is made of high-nickel ternary material, with a silicon-based negative electrode, and has a design of electrodeless ears and dry electrodes, which increases the cruising range by 16%, the power output by 6 times, and the energy by 5 times compared with the previous generation 2170 battery. , and costs will drop by 14%. Tesla CEO Elon Musk has bluntly stated that this battery will make a $25,000 electric car possible.

At present, the 4680 battery is already on the eve of mass production. Tesla announced on February 19 that the Fremont factory had produced 1 million 4680 batteries in January, and it is expected to be the first to be used in the Model Y model in the first quarter of 2022. It is estimated that each vehicle is equipped with 1,000 batteries, and 1 million batteries can meet the production of 1,000 Model Ys.

In addition to building its own production lines, Tesla also cooperates with suppliers. Both Panasonic and LG New Energy plan to mass-produce 4680 batteries in 2023. Panasonic’s factory in Wakayama, Japan is introducing two production lines, and LG New Energy has also begun to build a pilot production line.

There are also many domestic manufacturers that have begun to deploy. Yiwei Lithium Energy has a technical reserve of 4680, and announced in November 2021 that it will build a 20GWh large cylindrical battery production line for passenger vehicles in Jingmen. There are market speculations that its customers are Tesla or BMW. In addition, BAK Battery is also developing the application and development of full-tab large cylindrical batteries, and it is expected to launch mass-produced standard products in 2022.

In addition, according to industry information, CATL has planned 8 4680 battery production lines with a total of 12GWh. "The Ningde era is mainly facing the issue of cost performance. The cost of applying silicon-based negative electrodes is too high. If the battery with an energy density of 550Wh/kg can be mass-produced, it means that the application of silicon-based negative electrodes is mature." A silicon-based negative electrode A negative R&D person told a reporter from Securities Times e Company.

It should be noted that some domestic 4680 batteries are not completely equivalent to Tesla's process technology. "If it's just a change in size, 4680 batteries can be made very soon. In the past few years, some 18650 battery factories have tried to ship some electrodeless ear products, but if many new technologies are incorporated like Tesla, it will be very It's not easy anymore," Merck said.

Stock

2022-03-22 11:10 | Report Abuse


However, silicon-based anodes lack cost-effectiveness advantages at current prices, which may affect their application in mainstream models. According to the calculation of the CICC Research Report, the high-nickel 811 soft pack battery uses a 450mAh/g silicon carbon negative electrode, and the energy density of the whole battery can be increased from 280Wh/kg to 295Wh/kg, an increase of about 5%, which is less than the increase in the cost of the negative electrode.

A few models on the market have begun to use silicon-based anode materials. Models such as the Tesla Model 3 incorporate a small amount of silicon in the negative electrode. Recently, the GAC AIONLX Plus model was launched. The Qianli version is equipped with sponge silicon anode chip battery technology, which can achieve 1,000 kilometers of battery life.

"This sponge silicon anode sheet battery uses a ternary cathode and is matched with a silicon oxide anode material. The gram capacity and the proportion of silicon doping are higher than the levels of existing models on the market. Generally speaking, silicon-based anodes are most suitable for cylindrical batteries. It can be used, but we took the lead in applying it to the square battery, because we have improved the battery material system, and introduced the design idea of the magazine battery into the whole package design." Li Jin, senior manager of GAC Aian Technology Center Tell the reporter of Securities Times · e company.

However, on the whole, the proportion of silicon doping in batteries currently using silicon-based anodes is low, and the advantages of silicon-based anodes have not yet been fully exploited. A person familiar with negative electrode materials told a reporter from Securities Times e Company that it is difficult for silicon-based negative electrodes to bring intuitive profit contributions to manufacturers in the short term, and the incremental space under the compound doping scheme is also relatively limited, and it is necessary to wait for a breakthrough in process technology. .

"Compared to the consumer sector, power battery companies are more cost-sensitive, and recently they have to face the pressure of price increases for various raw materials. The current price of silicon-based anodes may be unacceptable, but when the technology matures in the future, there will be more companies. Participate in the competition, and the price will drop accordingly." A lithium battery industry analyst told a reporter from Securities Times · e company.

Under the high gross profit, material manufacturers actually have considerable room to make profits downstream. Shi Dashenghua estimated in the feasibility report that the sales price of silicon-based anode products is expected to be 73,000 yuan / ton, which is close to the price of high-end artificial graphite in the market. Ren Jianguo also believes that the final price-performance ratio of silicon-based anodes can reach the same level as high-end artificial graphite.

"Silicon-based anodes have considerable room for cost reduction, because the production energy consumption of artificial graphite is relatively high, and the cost of graphitization accounts for 50%, and silicon-based anodes can avoid this process." Li Jin said.

Stock

2022-03-22 11:09 | Report Abuse

Sibao Technology, which is mainly engaged in organic silicon materials, has also deployed 10,000 tons/year of silicon carbon anode materials for lithium batteries. The materials have been evaluated by several battery manufacturers and have been supplied in small batches. In addition, the power battery manufacturer Guoxuan Hi-Tech also has a 5,000-ton/year silicon-based anode material project under construction.

At present, graphite is still the mainstream anode material, but the demand for silicon-based anodes has increased significantly in the past two years. According to Gaogong Lithium Battery data, China's silicon carbon anode shipments in 2020 will only be 6,000 tons, accounting for 2% of the overall lithium battery anode materials. The demand for silicon-based anode materials is expected to be 22,000 tons in 2022, with a compound growth rate of 80% from 2019 to 2022.

CICC made a clear judgment in a recent research report that 2022 is expected to become the first year of industrialization of silicon-based anodes. It is estimated that the global demand for silicon-based anodes is expected to reach 200,000 tons in 2025, of which the penetration rate of consumer batteries is expected to reach 50%, corresponding to the demand for silicon-based anodes of about 70,000 tons; the penetration rates in cylindrical and square power batteries will reach 35% and 20%, respectively. , corresponding to about 130,000 tons of silicon-based anode demand.

Promotion and application need to be reduced in cost

Before knocking on the door of the market, silicon-based anodes need not only continuous optimization in performance, but also continuous cost reduction to improve the cost-effectiveness advantage.

Capacity is one of the key indicators to measure the performance of negative electrode materials. The larger the capacity, the better the energy density of the battery. After decades of development, the specific capacity of traditional graphite anode has reached 360~365mAh/g, which is very close to the theoretical specific capacity of 372mAh/g, and the room for improvement is limited. The theoretical specific capacity of the silicon-based negative electrode is as high as 4200mAh/g, which means that its capacity ceiling is ten times higher than that of the graphite negative electrode.

On the other hand, silicon-based negative electrodes also have problems such as easy volume expansion of silicon, poor electrical conductivity, and large initial charge-discharge loss. Therefore, the performance improvement of materials is actually to find a balance between energy density and stability, and the current silicon-based anode products are doped with silicon and graphite for composite use.

At present, the proportion of silicon doping in mass-produced products is mostly below 10%, and there is a trend of gradual increase. Mo Ke, founder of True Lithium Research, told the Securities Times · e company reporter that the optimal proportion of silicon doping needs to be determined according to the situation in different fields. Later, the ratio was lowered in order to find a balance of comprehensive benefits.

Specifically, the silicon-based negative electrode is divided into different types such as silicon carbon negative electrode and silicon oxycarbon negative electrode. For example, Shidashenghua's products are ordinary type and high first-efficiency silicon-oxygen-carbon negative electrode (SiOx-C). The oxygen carbon negative electrode can reach 1600mAh/g.

Since the industrialization of silicon-based anodes is still in the early stage, manufacturers who give priority to mass production can enjoy the premium effect. A reporter from Securities Times·e Company learned that the current market price of silicon-based anodes is 200,000-300,000 yuan/ton, which is 4-6 times higher than the mid-end artificial graphite price of 50,000 yuan/ton, and the gross profit rate is 50%. .

Stock

2022-03-22 11:08 | Report Abuse


The industrialization of silicon-based negative electrodes is approaching, and 4680 batteries are blowing warm air in the market
2022-03-17 00:00 Source: Securities Times Electronic News
Securities Times reporter Mao Kexin

In order to meet the needs of batteries with higher energy density, silicon-based anodes have entered the field of industry. Some manufacturers have begun to deploy silicon-based anode production projects, and the manufacturers who are the first to ship and are accepted by the market can enjoy a high gross profit of about 50%.

Some people in the industry predict that silicon-based anodes will begin to increase in volume in 2023, and this year, it has clearly felt that the demand has crossed the plateau period. The silicon-based negative electrode is the direct beneficiary of the 4680 battery, and the time point of high volume is also closely following the promotion rhythm of this type of battery. At present, Tesla's self-built production line has already mass-produced 4680 batteries on a small scale. Overseas manufacturers such as Panasonic and LG have gradually started to mass, and domestic manufacturers have also followed suit.

Industrialization is approaching

Silicon-based anodes are regarded as the next-generation lithium battery anode materials, and they are about to explode after being dormant for many years. A reporter from Securities Times e Company noticed that there are not many manufacturers that can mass-produce silicon-based anodes at present, and the competition pattern is relatively concentrated. Some mass-production manufacturers have begun a new round of production expansion, and several companies are in the stage of pilot testing and sample delivery. .

Bertray is the first company in China to ship silicon-based anodes in batches. Ren Jianguo, general manager of Betterray, told the Securities Times e company reporter that the company currently has a production capacity of 3,000 tons of silicon-based anodes, which are mainly used in power tools and power batteries, of which power batteries account for about 60 to 70%.

Bettary's expansion plan is also the largest disclosed project in the industry. According to the announcement, Betterray recently reached an agreement with Shenzhen Guangming District to invest 5 billion yuan to build a silicon-based anode material project with an annual output of 40,000 tons. The first phase of 15,000 tons will be completed and put into production before the end of December 2023.

Many traditional anode material factories have begun to deploy silicon-based anodes. According to the announcements of various companies, Shanshan Co., Ltd. has achieved mass supply, mainly used in 3C and other fields, and power batteries have passed multiple rounds of evaluations by mainstream car companies; Putailai has built silicon-based anode pilot plants in Jiangxi and Liyang. The line has passed the certification of some customers; Xiangfenghua silicon-based anode has the basic conditions for industrialization.

This field has also attracted a number of cross-border manufacturers, including Shi Dashenghua, who specializes in electrolyte materials. A reporter from Securities Times·e Company learned from the field investigation in the Dongying plant that the 1,000-ton silicon-based negative electrode of Shidashenghua Phase I has entered the trial production stage and is expected to be shipped in batches in the second half of this year. In addition, the company has also planned a 20,000-ton silicon-based anode production line with a total investment of 730 million yuan, which is expected to be completed and put into operation in December 2023.

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2022-03-20 14:25 | Report Abuse

WE REACH HIGHER, yes or YES

World # 1 Hedgee, Ray Dalio described
warren B in 1 word, BRILLIANT.,.

warren said CAGR is the # 8 wonders, esply applying to stock.investing returns.,.

warren made himself rich n famous as the world # 1 best.,.
he CAGR at abt 26%.,.

that # means
CAGR at 26% for 10 yrs = 10 X
for 20 yrs = 10 X 10 = 100 X = warren did that for his stock, BRKA to be world famous.,.
n he did it 40 yrs, 100 X 100 = 10,000 X.,. ++

We can reach HIGHER at CAGR 31% for 10 yrs or cycles = 20 X.,.
Let us AIM CAGR 26 TO 31% PER CYCLE.,. 2 to 4 cycles p.a.

warren B is the ever lasting n the only ever green actor till now when he taichow his stock, BRKA
from usd 50 to $512,990 a share today.
https://www.tradingview.com/x/2pTeVvl2/

many of his quotes r for his s/holders like implying that his s/holders must learn to hold BRKA at least 10 years.
how is he so confident?
warren is known to be a math genius.
he knows how CAGR works n i.e. exactly he is doing for BRKA..

in msia, never plan to hold a stock for 10 years.
go after growth stocks at their growing months n i.e. it.
be guided, stocks go up 10% of its time n the large balance is either down or sideway.

warren concludes for us with his 2 best pts on stock.investing:
1) CAGR is the 8th wonder of the world
2) Rule # 1 Never loss money n
Rule # 2 repeat Rule # 1 to reach HIGHER...

The key to building wealth is CAGR n = NEVER loss in a cycle for CAGR to work forever!
warren is so BRILLIANT indeed.,.
https://www.youtube.com/watch?v=aP_PVKNUtLw&ab_channel=GloriaEstefanVEVO

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2022-03-19 15:40 | Report Abuse

PALM OIL PRICES R DOWN FAST

Palm oil stocks had a great 1st half run seen for now.
They r having PT that could turn into IM.
I hope this IM is short n shallow = then there is an opportunity for the 2nd half run.

NB: epf is selling like crazzy in the big palm oil stocks for next rm10k withdrawals.


https://www.tradingview.com/x/BfUuEzyz/

Stock

2022-03-18 16:36 | Report Abuse

https://www.bursamalaysia.com/trade/trading_resources/brokers_for_equities/list_of_participating_organisations


Broker # 53 is selling his block of BJFOOD at 350.
Hopefully SOMEONE big will take him OUT soon,,

Stock

2022-03-18 14:48 | Report Abuse

A TALE OF 2 MKTS

1) 80% of KLSE stocks r in down trending zone: weekly price, C < ema18 = bear, n C < ema42 = giant bear
TECH, a major sector love by players, is in giant purebear.
A good showing in Nasdaq is providing the impetus for our TECH stocks to REBOUND well from low bases.
It is like reversion to the mean as economists called it.

2) < 10% of stocks r UP trending: weekly price, C > ema18 = pureBULL
The fear of that war escalating to WW3, has caused lots of heavy selling on all stocks, including those in uptrending.
As down trend stocks rebound, confidence will gradually flow back to up trend stocks...

Stock

2022-03-16 08:28 | Report Abuse

THERE IS SUCH A THING CALLED FINANCIAL ACCIDENT

+ a case with no insurance co willing to insure against
+ all players as cyclical stock investors will encounter this, just like now
+ we r all into an unprovoked war created by rude sia with tonnes of nuclear bomb

RISK mgmt is a must.,.
BUT certain cycles r so SO easy to max profits.,.

News flow is a going concern. Ability to read well n act on it, is the KEY in successful stock investing.,.

I LOVE new EV.METALS. am still wholly in MSC n PMBTECH.,. both r in their NEW beginning.
Both had a great huge QR PAT. the next coming bigger QR PAT is the magnet to attract in many valued long term FUNDS.,. I guess though.,.

Stock

2022-03-11 17:25 | Report Abuse

Stock prices move in Sine WAVES with a wavy ZERO axis.,.
All stock players will be tested again n again in each year as news flow continues on.,.

The greatest capital one has is CONFIDENCE.

Always treasure n protect our CONFIDENCE at all cost to fight n win this endless financial war well,
so as to target CAGR 26 - 31% cycle after cycle yearly.,.

Stock

2022-03-08 16:02 | Report Abuse

wallstreet top hedgee used the WMD words on stocks i.e. WW3 to SS.

this is causing great FEAR everywhere.
most players even funds r crazzily dumping or reducing their stakes.
so stocks r dropping in prices scarily.

TECH stocks must hit bottom n recover soon.
For this to happen, NASDAQ must show the way 1st.

UPTRENDING stocks on KLSE r forced into INTERMISSION, IM = could take 2 to 5 weeks to rise again, I hope.
IM is like the mid way landing of our regular stair case.

NB: this war is unpredictable.
IT'S TIME TO DO, WHAT'S RIGHT, NOT WHO'S RIGHT:
the siborlor comedian pres of ukraine holds the trump card.
he shd behave like a double agent for the good of his country.

https://tradingeconomics.com/commodity/tin

http://www.sunsirs.com/uk/prodetail-238.html

Stock

2022-03-08 09:20 | Report Abuse

ANCOM:
Proposed 1:20 free Nylex shares n
Split 3:1

All NYLEX shares r swapped into ANCOM shares + some cash payment.
Today NYLEX becomes a pure shell PLC = awaiting for take over by others.

NB : this is big time war. nobody knows best i.e. why there r lots of selling due to extreme fear.

being over sold on a prolong period, could mean a rebound can happen soon or whatever.
it's a news flow driven mkt.
FACT, Investing life goes on in all countries except u know where.

Stock

2022-03-07 09:49 | Report Abuse

Crude OIL WTI is rising so fast, up a crazy 10% now.
It is closed to its ATH of usd147 a tong in 2008.
Then g Soros shouted loudly that he shorted at $145 n downwards,,,

https://tradingeconomics.com/commodity/crude-oil

All EV.METALS r high power guzzler to produce, eply Aluminum.
these ev.metal prices will follow the crazy rising up to the new.blue.sky...

https://tradingeconomics.com/commodity/tin
https://tradingeconomics.com/commodity/aluminum

Stock

2022-03-04 12:18 | Report Abuse

PALM OIL theme.play came from no way, probably has reached its top of this wonderful wave A.
PT leading to an IM could be the next activities.

Like glove, palm oil is a huge sector that requires tonnes of money to play up.

Stock

2022-03-03 06:12 | Report Abuse

PureBULL >>>, Posted on [2022-03-01 11:23 PM]

PMBTECH, $18.48:
looks ready to LIFT.OFF...
How do u like its FE2022 PAT $107 X 4 = > $428 p.a.? = this is a huge brand new n fast growing SILICON co. to target mkt cap at $15 billion + + n more...
n this PAT is much larger than mpi or inari, n could easily replace this as the next KLCI component stock soon...

https://klse.i3investor.com/web/stock/financial-quarter/7172

New EV.METAL stocks like PMBTECH, MSC should super bull for multi years to decade, as we r yet to witness more n MORE huge # of EV cars on the global roads...

Stock

2022-02-26 12:28 | Report Abuse

PMBTECH, THE FASTEST HUGE STOCK IN THE MAKING

With this QR PAT, it should be valued at 1/3 of PMETAL's mkt cap of $55 billion, now.
It would grow at super high speed when the SILICON ANODE for rechargeable battery comes on stream soon.

DREAM BIG: Silicon ANODE would create PMBTECH as big as or larger than PMETAL in mkt cap!

Mercedes F1 engines as well as the almost equally exotic powerplant for the long delayed AMG One, operates at a high 900 volts and uses what are described as high silicon anodes capable of holding more energy than lesser cells...

https://www.caranddriver.com/news/a38651341/mercedes-benz-vision-eqxx-concept-revealed/

https://klse.i3investor.com/blogs/future_tech/2022-02-21-story-h1599228670-Mercedes_Benz_foresees_EV_only_production_lines_within_a_few_years.jsp

https://newsroom.porsche.com/en/2021/products/porsche-volkswagen-power-day-research-high-performance-batteries-silicon-anodes-own-fast-charging-stations-23907.html

https://tesla-share.thron.com/content/?id=96ea71cf-8fda-4648-a62c-753af436c3b6&pkey=S1dbei4
https://klse.i3investor.com/servlets/stk/annqtyres/7172.jsp

Stock

2022-02-26 12:24 | Report Abuse

Blog: Stock Pick Year 2022 - 31 Jan Result
Posted on Feb 2, 2022 7:36 AM | Report Abuse

https://klse.i3investor.com/servlets/pfs/182770.jsp

The # 1 champion portfolio in the competition has all 3 EV.METALS on klse.

TALK OF THIS NEW YEAR
2022 DREAM BIG :
a. what's last year genetec, $50 stock in 2022? PMBTECH

b. what's last year sam, $23 stock in 2022? MSC

https://tradingeconomics.com/commodity/tin
http://www.sunsirs.com/uk/prodetail-238.html

Stock

2022-02-26 12:20 | Report Abuse

BUY WHAT MR MKT WANTS TO PLAY UP
for potential gain of up to 1 bagger, n at times 2 baggers.

The greatest stocks in
1) Last cycle were : GENETEC, KOBAY, SAM
+ hongseng
2) This 1st cycle of 2022 would be :
MSC, PMBTECH, ANCOM
+ EPMB ?, go small for low priced stock

Stock

2022-02-26 03:01 | Report Abuse

BUY WHAT MR MKT WANTS TO PLAY UP
for potential gain of up to 1 bagger, n at times 2 baggers.

The greatest stocks in
1) Last cycle were : GENETEC, KOBAY, SAM
+ hongseng
2) This 1st cycle of 2022 would be :
MSC, PMBTECH, ANCOM
+ EPMB ?, go small for low priced stock

Stock

2022-02-24 12:28 | Report Abuse

THE GREATEST FEAR IS NOW

The long awaited INVASION has broken n come true.
the greatest fear is over the curve, I hope mkt will tell the way soon.

Like i.raq war, this is put.in war,,
The bad times just happened there.

all others r LIFE as usual.

Stock

2022-02-24 12:28 | Report Abuse

THE GREATEST FEAR IS NOW

The long awaited INVASION has broken n come true.
the greatest fear is over the curve, I hope mkt will tell the way soon.

Like i.raq war, this is put.in war,,
The bad times just happened there.

all others r LIFE as usual.

Stock

2022-02-23 09:38 | Report Abuse

https://www.tradingview.com/x/MN7wmEry/

PureBULL >>>, [2022-02-14 3:34 AM]

EPMB, the MEME stock in EV.msia, on shake.out to abt 123 for the daring to enter..

https://www.marii.my/post/encouraging-response-from-auto-industry-players-to-government-s-ev-announcements

https://www.theedgemarkets.com/article/miti-agency-empb-explore-electric-vehicle-electronic-payment-system-collaboration
Check it up. director of GENETEC is on board EPMB.

NB: if a stock is in strong purebull n on fully CORNERED.CONDITION status,
then daring to enter on dip at SHAKE.OUT is the best TACTIC to right.timing.

players who specialize on this TACTIC will make BIG money very fast, when at right stock.