Posted by Glove Angel > 2020-08-11 09:40 | Report Abuse

Nice...Continue to Aim Rm 4 enough for myself!.

Posted by Lowprofile2020 > 2020-08-11 09:42 | Report Abuse

Thanks Paktua for sharing.

Posted by miss_secret > 2020-08-11 09:43 | Report Abuse

paktuo, u havent add me ler.why!?

Posted by josephn > 2020-08-11 09:47 | Report Abuse

Even Supermax also down la with so much buyers, need to wait afternoon big shark coming. Now Bursa pressed down the price, vomit out seller, will go up afternoon follow supermax's trend.

Posted by alwayspositive > 2020-08-11 09:52 | Report Abuse

yeah so many profit taking.... supermax with superb quarter results also cannot go up...

Posted by mewmew > 2020-08-11 09:57 | Report Abuse

thanks paktua for sharing

Posted by Ahxiangdotz > 2020-08-11 09:58 | Report Abuse

Paktua can u add me to group 0168222200

Posted by Warren ala carte > 2020-08-11 10:02 | Report Abuse

I'm cutting loss here and moving to AT while it's still cheap

Posted by Winner128 > 2020-08-11 10:03 | Report Abuse

Warren ala carte, what is the code number for AT?

Posted by Intradayman > 2020-08-11 10:06 | Report Abuse

AT today top volume.. Wat code u need.. Lol. Ya.. Time to move to other counter.. Will break 1.50 tomorrow. Careful AT no fundamental, pure goreng

Posted by Warren ala carte > 2020-08-11 10:06 | Report Abuse

0072

Posted by Warren ala carte > 2020-08-11 10:07 | Report Abuse

https://www.theedgemarkets.com/article/industrial-automation-outfit-systematization-sets-rubber-glove-plant

First production line starting November

Posted by ChristopherP > 2020-08-11 10:14 | Report Abuse

No ppl wish to know where u moving warren. Production start november covid already balik kampong tido

Posted by Warren ala carte > 2020-08-11 10:17 | Report Abuse

If covid balik kampung tido then notion should go back to its original price

Posted by lilo > 2020-08-11 10:37 | Report Abuse

Warren ala carte, why share news unrelated to Notion here

Posted by MuchenOrb > 2020-08-11 11:11 | Report Abuse

@ paktua73 - notion will cool for at least 1 week
who believe on notion can wait..
who feel weak n not worth it can let go..
for paktua n troops...
we stand to hold..period 1.5 month..


tut tut
many time facing like this

I am with you paktua, "UNITED WE STAND DIVIDED WE FALL"
Walaupun belum diterima masuk platoon paktua, saya menghormati keberanian dan kebenaran Sir paktua

Posted by MuchenOrb > 2020-08-11 11:13 | Report Abuse

Stand Hold

Posted by irazam > 2020-08-11 11:21 | Report Abuse

CL first protect capital...then buy back if reversal

Posted by AnnYung > 2020-08-11 11:34 | Report Abuse

Limit down soon

Posted by bigprice > 2020-08-11 11:36 | Report Abuse

Hold. Will up once clear weak holders

Posted by miss_secret > 2020-08-11 11:39 | Report Abuse

alot buyer ler..need keep for long term,i think,i think lar..

Posted by Sneakpeek > 2020-08-11 11:39 | Report Abuse

1.50..will follow yesterday lowest..

Posted by irazam > 2020-08-11 11:45 | Report Abuse

aisey.... long term for what??...later if jumpa vaksin, must sell this notion.....

Posted by phanghc24 > 2020-08-11 11:49 | Report Abuse

lets see when paktua will cabut. haha.

Posted by happyst > 2020-08-11 11:53 | Report Abuse

Paktua can u add me to group 0134304211

Posted by HamsterHuat > 2020-08-11 12:03 | Report Abuse

notion out of steam.
looking forward to buy on dip..

Posted by miss_secret > 2020-08-11 12:11 | Report Abuse

why cant hold ler? other share i will longterm now i earn alot..

why notion cant hold?? anyone can explain to me?

Posted by cat1815 > 2020-08-11 12:29 | Report Abuse

Any good news

Posted by Killsthebear > 2020-08-11 12:32 | Report Abuse

posted by 888next last time

Stock: [NOTION]: NOTION VTEC BHD

Jun 10, 2020 6:56 PM | Report Abuse

Hi

Just an update on the EMS segment: there is an uptick in orders from EMS customer this month for many of its projects. Hopefully this continues.

Face mask:
We are hard pressed to fulfill exports orders for 4 ply masks to S Korea with 50 mil pieces orders and delivery of 1.5 mil pcs a week.

Another HongKong buyer has given us a LOI of 50 to 100 mil pcs also 4 ply masks and working on samples and lab testing stage.

Another possibility of a big deal in the works on a 1 bil pcs a year of N95 respirators and if that comes through its a quantum leap needing us to get additional factory space of 80,000 sf for putting in 65 lines. We are hopeful.

Many local enquiries on potential orders of 5 to 10 mil pcs each order so we are pretty busy sorting things out.

Posted by Killsthebear > 2020-08-11 12:32 | Report Abuse

Stock: [NOTION]: NOTION VTEC BHD

Jun 14, 2020 11:12 AM | Report Abuse

Oceancash is in thermal bond which cannot be used for face mask as a filter. It is suitable as a absorbent fibre material.

80% of the cost of face mask material is PP meltblown fibre filter which is DIFFERENT from thermal bond.

Notion is able to compete because we can produce the PP meltblown filter fabric. Even if face mask price drops to 50 sen a piece we can still make good profits.

Our focus is not local market but N95 medical mask overseas as well as 4 ply face mask overseas esp in Korea and USA. We have orders and already in production.

Posted by Vincentwyatt > 2020-08-11 13:11 | Report Abuse

Hi paktua73 do you mind adding me into your group? 016 5067750

Posted by Sneakpeek > 2020-08-11 13:26 | Report Abuse

https://www.theedgemarkets.com/article/face-mask-ceiling-price-be-reduced-rm120-rm1-%E2%80%94-minister

Posted by Giapseng168 > 2020-08-11 13:27 | Report Abuse

Afternoon paktua, can add me in the group. 0182082622 thx

Posted by Boy_genius595 > 2020-08-11 13:28 | Report Abuse

Afternoon paktua, can add me in the group. 0182677827 juga

Posted by Louise4 > 2020-08-11 13:38 | Report Abuse

possible to get a big mask deal from malaysian government soon.

Posted by Stockwiser > 2020-08-11 13:49 | Report Abuse

Sell or hold?

Posted by itch > 2020-08-11 13:52 | Report Abuse

888next is very reassuring. Very positive guidance to what is happening in Notion.

Buy!

Posted by tonypang01 > 2020-08-11 13:58 | Report Abuse

@ killsthebear can know what are the different PP meltblown filter fabric vs PP non woven?

Posted by gurumaster999 > 2020-08-11 14:05 | Report Abuse

even halal news come out also cannot help?

Posted by estoril > 2020-08-11 14:36 | Report Abuse

Kind of worried it will keep dropping down. My avr price 1.82

Posted by Killsthebear > 2020-08-11 14:36 | Report Abuse

What is 3 ply

1st Layer: PP spunbond waterproof outer fabric
2nd Layer: PP melt blown filter fabric
3rd Layer: PP spunbond absorbent soft inner fabric

What is 4 ply vs N95
Some N95 masks have 2-layer meltblown, the filtering effect is 99%.
Some N95 masks are made of 5-layers design, 1-layer soft cotton, 3-layer non-woven fabric, 1-layer meltblown, the filtering effect is 95%.
A 4 ply face mask is like a 3 ply mask with an added extra layer of activated carbon filter or one more filtering layer.

PP non-woven fabric is environment friendly
Non-woven polypropylene fabrics are among the most versatile materials we have in the market today.
PP non-woven material will decompose naturally if placed outdoors and its maximum life period is only 90 days but if placed indoor it can last 5 years.
When burnt, it is non-toxic, odourless and without any residual substances. Non-woven polypropylene is eco-friendly.

Applications:
1.Therapeutic; surgical gowns, isolation gowns, surgical mask, caps, surgical covers, gloves, bath wipes, plasters and shoe covers
2. Making filters: coffee and tea bags, bag filters, mineral processing and allergen membranes
3. Geotextiles: for soil erosion control, roadway underlayment, soil stabilization and canals construction.
4. PP non-woven shopping bags which are eco-friendly in the campaign against using plastic
5. Non-woven interlining: in garments and integrated into clothing for different functions of water resistance, higher strength and consistency and rainwear goods. Diapers (babies and adults), sanitary napkins, wet sanitised wipes and other sanitary products.

PP melt blown (MB) non-woven
The meltblown non-woven is made by extruding the melted polymer fibre through a continuous die made several small holes. The liner dye forms long fibres which are stretched and then cooled by passing through hot air.
Raw material is a special high flow PP blended resin.
PP MB price fluctuated between USD30,000 to 100,000 per ton and currently near high end. The global sudden demand has unsettled the supply situation.
For each 1 million 3 ply surgical mask, it needs 1 ton of PP MB.

PP spunbond (SB) non-woven
The spunbond non-woven fabrics are processed using the following processes: the polymer is extruded then stretched to form a continuous filament. The filament is laid into the web and then the web is processed into a join-woven fabric through thermal biomechanical reinforcement and chemical bonding.
Raw material is PP resin and blended polyester resin and other polymers.
PP SB price ranged USD5,000 to 30,000 per ton and also at the top end of range. We expect this price to rise further when the lockdowns in many countries start and face mask is made mandatory to wear in public.
For each 1 million 3 ply surgical mask, it needs 2 tons of PP SB for the inner and outer layers.
With both PP MB and SB raw material prices jumping up, the face mask makers face a continuous onslaught of rising PP costs. That is the primary reason for Notion to move into the PP fabric business as well as an opportunity to produce and sell PP fabric to face mask makers in the export market.

Notion’s investment strategy
Face mask:
• Invested in 3 lines in Klang for output of maximum 8 million 3 ply surgical face mask per month. Operational June.
• Invested in 1 line of 4 ply medical mask in Klang for output of 4 million pieces of 4 ply face mask per month. This is meant for the export market. Operational August.
PP melt-blown fabric machinery for output:
• Invested 2 machines operational June: 20 tons per month
• Invested 2 machines operational August: 25 tons per month
• Notion will develop in-house spinneret mould and reengineer for MB production machinery in 3 months
PP spun-bond:
• This investment is delayed until the outlook is clearer as its fairly high investment cost and the capacity is also high. The output will have to cater to more than just face mask production but other downstream applications which need further market studies.


Info provided by Notion.. Not sure whether is there any changes on their investment strategy for now. Better ask 888next.

Posted by Tan Kit Long > 2020-08-11 14:37 | Report Abuse

Although he get Halal Certificate. Able to sell or compete with other competitors or not is still a big question.

Posted by questnetter > 2020-08-11 14:41 | Report Abuse

NOTION has FDA approval, the target is to sell to US market and overseas, not for local market. who else have FDA for mask?

Posted by reidtee > 2020-08-11 14:44 | Report Abuse

just hold for this, no need worried and see it everyday

Posted by miss_secret > 2020-08-11 14:46 | Report Abuse

no eyes see

Posted by blindikanbilis > 2020-08-11 14:47 | Report Abuse

Burn Hands....

Posted by georgethefirst > 2020-08-11 14:47 | Report Abuse

How sad it is not benefiting from Supermax & gloves rally.

Posted by Sneakpeek > 2020-08-11 14:48 | Report Abuse

U no sell u rugi HEADING TO RM 1.40

Posted by Enemiemannan > 2020-08-11 14:48 | Report Abuse

run before is too late....they goreng to trap ikan bilissss

Posted by Enemiemannan > 2020-08-11 14:49 | Report Abuse

cut loss abit and protect your capital is critical