Posted by Albukhary > 1 month ago | Report Abuse

Once again, I would like to inform everyone again:-

YBS will be the next GENETEC.
Currently YBS only have RM207mil market cap.
Once the Enovix project start production and receive massive order, this company can anytime become a RM1000mil market cap company. So, there is a 500% gain opportunity (within 2-3 years).

Posted by Rio2814 > 1 month ago | Report Abuse

Saya dengar 10bil.... hahaha 👍 😆

Posted by MarketPredictor > 1 month ago | Report Abuse

👍

Posted by MrFox > 1 month ago | Report Abuse

inikali lah!!!!!!!!!!!!!!!!!

Posted by hhhiii123 > 1 month ago | Report Abuse

Something brewing, hope good news announced soon

Posted by Albukhary > 1 month ago | Report Abuse

15 Years Pioneer Status... You can see how serious our Government treat this project, and this will be a very long term project and huge capital investment is committed.
Normally, our government only give 5 years pioneer status, this is the first time (in my knowledge) I have saw 15 years pioneer status.

Posted by MarketPredictor > 1 month ago | Report Abuse

With this status, Enovix will choose to manufacture whatever kind of batteries they have with YBS here.... YBS will be bigger than Genetec 2.0.... Thats my take.... iot, handphones, laptop and even EVs.... sky is the limit.... prepare to hold.... no point buying and selling.... we never know when the sharks will push skyhigh....

Posted by MrFox > 1 month ago | Report Abuse

prepare to hold....
certainly lah when the ahmoi is getting more beautiful!!!!!!!
haha

Posted by hhhiii123 > 1 month ago | Report Abuse

Gogogo, shoot to sky

Posted by Albukhary > 1 month ago | Report Abuse

Current market cap only RM216mil... Still got more room to go.

Posted by MarketPredictor > 2 weeks ago | Report Abuse

FREMONT, Calif., April 16, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX), a global high-performance battery company, today announced it has completed Factory Acceptance Testing (“FAT”) for its Gen2 Agility Line and is on track to produce first silicon battery samples from Fab2 in the second quarter of 2024.

“I’m proud to announce the team has completed our rigorous FAT process for all machines that make up our Agility Line,” said Ajay Marathe, Chief Operating Officer at Enovix. “SAT is also well underway. Both FAT and SAT processes ensure that we only place machines into service that meet our specifications for throughput, yield and machine uptime. I’m extremely pleased with the results so far. We’re on track to produce our first EX-1M samples for mobile and IoT customers in Q2.”

Posted by MarketPredictor > 2 weeks ago | Report Abuse

Enovix patented manufacturing process uses dozens of machines to produce battery cells with a unique architecture that enables the use of a 100% active silicon anode for higher energy density.

“I’m incredibly proud of the hard work from the entire operations team to get us to this major milestone on our Journey to Scale,” said Dr. Raj Talluri, President and CEO of Enovix. “In just 100 days, the team built a worldclass factory, putting us on the path to produce first samples of our silicon batteries from Fab2 this quarter.”

Posted by MarketPredictor > 2 weeks ago | Report Abuse

YBS.... journey to become the next Inari, Genetec 2.0 begins....

Posted by hhhiii123 > 2 weeks ago | Report Abuse

The chart look awful, hope it is a squeeze push before LU, hmm

Posted by Albukhary > 2 weeks ago | Report Abuse

ENOVIX share price has dropped from its peak USD21.00 (Jul'23) to USD6.20 (Apr'24).
As an outsider, this really make me feel worry whether this battery company is going to success or failed.
Anyone here that have more information about ENOVIX or YBS can share here?

Posted by hhhiii123 > 2 weeks ago | Report Abuse

Just run, sad

Posted by MarketPredictor > 2 weeks ago | Report Abuse

'Flushing'.... Enovix earnings on 1st May and Questions and Answers with CEO Raj on 6th May....

Posted by MarketPredictor > 2 weeks ago | Report Abuse

Short sellers are in command... 30+% of total shares shorted.....

Posted by Albukhary > 2 weeks ago | Report Abuse

Wow.. YBS powerful

Posted by MrFox > 1 week ago | Report Abuse

the REAL is coming!!!!!!!!!!!!!!!!!!!!!!!!!!!
haha

Posted by MarketPredictor > 1 week ago | Report Abuse

👍

Posted by Shadow181 > 4 days ago | Report Abuse

Hi all, I’m invested and have been closely following both Enovix and YBS, and just wanted to share my understanding of the partnership and potential from YBS’ perspective.

Enovix increased forecasts to $150M revenue per line, at 50% gross margin (Q1 2024 ER last night).

This means YBS should see $75M revenue per line.

Based on the QnA portion of the YBS 2023 AGM, they expect 5% margins from this project, so that’s $3.75M or ~RM16M profit per line, and I believe Enovix mentioned they have space in the current site for up to 6 lines, so potentially RM2B revenue and RM100M profit for YBS when fully operational.

I was invested in Enovix before YBS, and always felt that there is a huge demand for their tech. It feels like most Malaysian investors are unaware of their differentiation and maybe just see them as another “boring” battery company. For me, the risks at Enovix were always manufacturability at scale, and economics/margins. Last night’s earnings call largely de-risked these factors, which also benefits YBS, so it’s now just a matter of waiting for the ramp.

Posted by MarketPredictor > 4 days ago | Report Abuse

Totally agreed.... If I am not wrong, YBS can accommodate 8 lines in their existing Science Park..... And looking at our Gov's initiative at attracting foreign investment and pumping up our economy ( they gave Enovix 15 years tax free ) there is a very high chance that they might even want YBS to manufacture all lines for Envix..... Analyst are talking about 20 lines .....

Posted by MarketPredictor > 4 days ago | Report Abuse

Thats probably why MD Yong of YBS mentioned about YBS being another Inari in the near future......