Posted by CUTLOST > 2021-02-02 11:07 | Report Abuse

Finally my tp achieved.. Tq

Posted by Brookenzo > 2021-02-02 11:10 | Report Abuse

The tin miners are only incentivised to improve supply only if tin price went above 25000 per tonne
Or else there will always be deficit
Expect MSC to have huge profits this remaining quarters
5 ringgit is very possible

Posted by dalpinia > 2021-02-02 12:38 | Report Abuse

RM5 is achieveable!!!
RM10 in 2025!!!

As Tin is massively used in semiconductors (booming now till 2030), EV (booming now till 2040), Solar Power (booming now till 2050) and etc...

http://www.stellarresources.com.au/home/investor-information/learn-about-tin/#:~:text=It%20also%20has%20increasing%20usage,market%2C%20has%20the%20fastest%20growth.

https://www.internationaltin.org/wp-content/uploads/2019/02/Tin_the-forgotten-electric-vehicle-metal.pdf

Posted by gemfinder > 2021-02-02 12:41 | Report Abuse

hold tight tight

Posted by gemfinder > 2021-02-02 12:41 | Report Abuse

hold tight tight

Posted by dalpinia > 2021-02-02 15:04 | Report Abuse

MSC is not ikan bilis, it is world no 3 biggest tin producer. Moreover, the only 1 in Malaysia. It will be exponentially growth for many years

Posted by dalpinia > 2021-02-02 15:08 | Report Abuse

remember cost of MSC fabrication of TIN plus all OPEX is USD15000 (mentioned by the MD), the extra is pure net profit/PBT

Posted by Brookenzo > 2021-02-02 15:51 | Report Abuse

Maybe after end February results already more than 3 ringgit

Posted by Brookenzo > 2021-02-02 16:09 | Report Abuse

20th Feb the result full year ?

Posted by gemfinder > 2021-02-02 17:57 | Report Abuse

Rm3 is not a dream

Posted by Brookenzo > 2021-02-02 18:56 | Report Abuse

If this stock move all over in 2021 and then redevelop the old mine land with straits trading into a huge land mass of mixed developments in butterworth
Based on property developer RNAV, I think with the support of straits trading, MSC is going beyond 10 ringgit as property developer cum world number 3 tin producer
All can happen in 2-3 years
Everyone prosper in MSC
We do not know how much the land is worth after develop and who knows the RNAV is already more than 10 ringgit
Definitely will hold tight to this gem

Posted by Hafid > 2021-02-02 19:17 | Report Abuse

https://ir2.chartnexus.com/msmelt/docs/news/2020%2012%2014_MSC_The%20Edge_The%20rise%20and%20rise%20of%20tin%20prices.pdf

Posted by Hafid > 2021-02-02 19:25 | Report Abuse

MSC, the world’s largest independent custom tin smelter. MSC’s new smelter, equipped with upgraded technology, is expected to improve recovery yields,
operational efficiencies and manpower costs. In addition, discoveries for new tin applications such as lithium-ion batteries in electric vehicles and robotics/automation sectors may be beneficial for us.

Posted by mahmudkashimj > 2021-02-02 19:29 | Report Abuse

Lucky i did buy last week on MSC.

Posted by Brookenzo > 2021-02-02 20:03 | Report Abuse

Latest Tin price 23657 increased to 24325/tonne
Wow!
We are going past 25000 soon
Tin is going to be the most bullish metal in 2021

Posted by Hafid > 2021-02-02 20:08 | Report Abuse

see this time will be different. all the while the price trade only below rm1.50

Posted by Brookenzo > 2021-02-02 20:29 | Report Abuse

Tin price up everyday
It is stated this the only metal that is in deficit for next two years demand supply
Other metals wil have surplus
Which means tin price will be on a crazy run up
MSC may go super high price with the butterworth land value add together
Then do a stock split again
I wish it can go 10-15 ringgit
That will be fabulous

Posted by gemfinder > 2021-02-02 23:16 | Report Abuse

Shhh, dun shout so loud. Else contra kaki wil come n disturb

Posted by Brookenzo > 2021-02-03 06:41 | Report Abuse

Cost of producing tin 15000 usd
Now price of tin 24325 usd
So technically the profit is 9325 usd per tonne
How many tonnes can MSC make per day?
Go do your math.
The share price will go exponentially up in the next 2 years if price of tin keep soaring beyond 30000.
Don’t forget the butterworth land that they going to develop into properties with straits trading too.
Massive cash

Posted by Brookenzo > 2021-02-03 07:41 | Report Abuse

Tin just hit 25000 usd per tonne
Wow
Wonderful

Posted by Brookenzo > 2021-02-03 07:45 | Report Abuse

The military coup of Myanmar just came at the right time to help tin price
China depend on Myanmar for tin materials and now Myanmar is closed, so China demand has to find somewhere else and also the demand supply already in deficit and we are defiantly on a tin bull run

Posted by dalpinia > 2021-02-03 09:14 | Report Abuse

USD25K https://www.lme.com/en-GB/Metals/Non-ferrous/Tin#tabIndex=2

Posted by dalpinia > 2021-02-03 09:23 | Report Abuse

NEXT QR, I estimate PBT is RM180-200 millions based on Tin Price of ave USD19k

Another next QR (Jan-Mar), would be RM220-260 based on Tin Price of ave USD22k

Above is only calculated based on 1 factory operation, with this high tin price,i guess the management would run both old & new plants to generate the maximum profit for the group. if really run on both plants, then the figures above at least have to top up 50%!

The new plant can easily generate 50% extra by pump in extra oxigen based on their reported planning when demand is high, at current situation, this is another point that we cannot ignore.

Posted by Brookenzo > 2021-02-03 09:27 | Report Abuse

Dalpinia, profit before tax can be so much ?
Last quarter around 30 mil profit after tax
Sudden jump 4-6 folds ?

Posted by dalpinia > 2021-02-03 09:32 | Report Abuse

After I calculated, I also dont believe my eye......can anyone count again. Opex plus all the cost as mentioned by MD is around USD15k per tonne, the balance is PBT. Please, anyone can count again!!!

Posted by Brookenzo > 2021-02-03 09:34 | Report Abuse

So now based on tin price
Every tonne is 10000 usd profit for MSC
That’s scary a lot
I am sure they will make use of opportunity to spur supply as Myanmar now in lockdown for a year
This will make China consumption of tin even more hungrier

Posted by dalpinia > 2021-02-03 09:37 | Report Abuse

old plant + new plant!!! Do you think they will use both???

Posted by dalpinia > 2021-02-03 09:39 | Report Abuse

old plant can produce 20-30k tonnes per yr
new plant can produce 40-60k tonnes per yr

Posted by kentrade888 > 2021-02-03 10:15 | Report Abuse

Be careful.
散户交易狂潮放缓 金银价暴跌
Sinchew Wed, Feb 03, 2021 09:50am - 16 minutes ago


（图：法新社）
（图：法新社）
（芝加哥3日讯）散户离场，黄金白银价格周二（2日）暴跌，尤其是白银急挫逾8%，创历史新低。

日前，在社交媒体推动的散户交易狂潮中，白银飙升至近8年高位后，但2日在部分散户陆续离场后，白银急挫8.2%，至每盎司26.59美元。

银价周一曾一度飙升7.3%，触及2013年2月以来的最高水平。

据路透社报道，芝商所（CME Group）周一将2月Comex 5000白银期货保证金提高了17.9%，以应对异常的市场波动，这也是导致银价下跌的原因之一。

同时，一些Reddit成员也在呼吁散户避免进入白银市场。

据报道，分析员认为散户的逼空尝试至少暂时失败了。他补充称，散户投资者目前正在寻找其他市场。

另外，汇丰银行（HSBC）分析师詹姆斯．斯蒂尔.（James Steel）在一份报告中表示，如果金价不走高，白银可能会走软。

他说，目前的金银价格比远低于历史平均水平，投资者可能会认识到这一水平偏离历史正常水平太远了。

至于黄金方面，跌幅则没有白银般重伤，纽约商品交易所黄金期货市场交投最活跃的4月黄金期价2日比前一交易日下跌30.5美元，收于每盎司1833.4美元，跌幅为1.64%。

当天，3月交割的白银期货价格下跌3.016美元，收于每盎司26.402美元，跌幅为10.25%；4月交割的白金期货价格下跌42.8美元，收于每盎司1096美元，跌幅为3.76%。

Posted by Brookenzo > 2021-02-03 10:28 | Report Abuse

That is silver and Reddit
Nothing to do with Tin. And also tin will be in deficit for 2 years while all metals in surplus
Demand vs supply
Basic economics
Price will go up

Posted by dalpinia > 2021-02-03 10:39 | Report Abuse

Tin now is categorized under technology's essential material, is totally cannot compared to Gold/Silver which is not widely used in technology

Posted by dalpinia > 2021-02-03 10:41 | Report Abuse

essential material in EVs, semicondutors, solar & etc which is hottest desired materials for industry

Posted by Brookenzo > 2021-02-03 12:00 | Report Abuse

Is it possible to cross arbitrage singapore and Malaysia ? Singapore MSC price is lower than Malaysia now
Can buy from singapore and sell in Malaysia ?
Same for buy Malaysia sell in Singapore ?
Anyone knows ?

Posted by dalpinia > 2021-02-03 12:01 | Report Abuse

马斯克说：“我们正努力以最快的速度增加汽车产量，主要的限制因素是电池的生产。"

https://www.sohu.com/a/448172226_313745?scm=1002.580041.338036803950396.PC_ARTICLE_FOCUS&_f=index_pagefocus_3&spm=smpc.content.fspic.4.1612318540896xkRbjSB

Elon Musk mentioned, material of EV Battery is shortage. Means EV segment itself already need many Tin......semiconductors also shortage, they will need to build more factories and of course need more Tins...same for solar especially with Biden policy in crimate....

Posted by dalpinia > 2021-02-03 12:02 | Report Abuse

马斯克表示，这家汽车制造商希望每年生产2000万辆电动轿车和卡车。

Posted by dalpinia > 2021-02-03 12:03 | Report Abuse

Tesla made about 500k EV in 2020 only, Elon Musk wanted Tesla to make 20 millions EV per yr

Posted by dalpinia > 2021-02-03 12:03 | Report Abuse

This is only Tesla alone, how about other EV brands.......

Posted by gemfinder > 2021-02-03 12:41 | Report Abuse

hold tight tight

Posted by oohlala > 2021-02-03 13:42 | Report Abuse

20 mil a year from Tesla is overstatement. Toyota only made ~10mil a year

Posted by dalpinia > 2021-02-03 14:52 | Report Abuse

TOYOTA was in the saturation market, hence 10 mil, this is new booming era of changing car, Tesla would be no 1 car maker in the world, 20 mil is reasonable. moreover, tesla's main profits at the end will not be selling car, but would be from the Autonomous software and accessories like Apple and many other smart company in USA

Posted by dalpinia > 2021-02-03 14:53 | Report Abuse

Tesla aiming for next 10-30 yrs

Posted by dalpinia > 2021-02-03 14:55 | Report Abuse

EV is just a step 1, there are few more big steps 2, 3, 4, 5.....Solar, NeuralLink, SpaceX, eVTOL, MARS....etc

Posted by Brookenzo > 2021-02-03 15:02 | Report Abuse

All need Tin
MSC new high 2.10 now
Let’s go
3 ringgit first

Posted by Hafid > 2021-02-03 20:02 | Report Abuse

https://www.investing.com/news/commodities-news/tin-faces-historic-squeeze-as-electronics-boom-erodes-stockpiles-2406469

Posted by Centurion > 2021-02-03 20:29 | Report Abuse

I repeat again tin price up, raw material tin concentrate price will also increase. Only 10% of raw material from own mine..... thats why you won't get 200million profit

Posted by Centurion > 2021-02-03 20:37 | Report Abuse

RM5 = RM2billion market cap. If 2021 profit hit RM100million PE 20 still reasonably priced!

Posted by Brookenzo > 2021-02-03 20:49 | Report Abuse

Bro centurion
Don’t forget 2022 onwards the butterworth land worth another 4 bil ringgit
So share prices may hit 10-15 ringgit in 2024

Posted by Brookenzo > 2021-02-04 11:57 | Report Abuse

2.18
We are going 3 ringgit soon

Posted by dalpinia > 2021-02-04 12:01 | Report Abuse

my previous TP was RM5 by 2022 when Tin price was USD21k, but now became USD25k.....speechless....

Posted by Brookenzo > 2021-02-04 12:44 | Report Abuse

Dalpinia
I think don’t need to wait 2022, at this rate tin price is going, I think it’s going 5 ringgit in 2021. And 10-15 ringgit in 2022 based on tin deficit till 2023 and also the butterworth land
That piece of butterworth land is going to combine with straits holding land and its massive land bank worth many billions when develop
That should add at least another 7 ringgit to its RNAV
So forward looking I think we going for big big time