Alfredbeh, what you read is based on paper. Patrick Yong is more specialize in electrical, however, the improvement in efficiency with modern technology is what is required. Smelting is an easy process and the knowledge can be obtained easily like in Uni.
I am very confident that the factory in Pulau Indah is the key changer for them. Time will tell everyone for it.
They started to shift in this year June saja if not mistaken. Shifting whole plant really takes time, furthermore, the construction phase in Pulau Indah is really speedy now if compared with conventional speed.
This two qtr EPS is 6.8..assumption for the next two qtr also equivalent..then total EPS is 13.6. And if price up to rm2.. the P/E only 14...still got big gap to up lo...
New plant capacity will help it to work through its abnormally huge inventory of tin concentrates and intermediates thereby giving a positive boost to revenues, profits and also dramatically alter the balance sheet
now the new plant in Pulau Indah is fully operational...The old plant in Butterworth must have ceased operation...Thus the cost savings must have contributed alot to the bottom line....
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
skycity6888
53 posts
Posted by skycity6888 > 2018-08-13 08:04 | Report Abuse
Ceo in the BT article say they only mining 5% from RHT last year. 95% is import??. No wonder currency loss