MALAYSIA SMELTING CORPORATION

KLSE (MYR): MSC (5916)

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Last Price

2.52

Today's Change

+0.13 (5.44%)

Day's Change

2.38 - 2.54

Trading Volume

1,083,300


8 people like this.

4,929 comment(s). Last comment by kl_guy 5 hours ago

brian3381

1,888 posts

Posted by brian3381 > 2021-05-06 13:49 | Report Abuse

dun be the next longkang like gloves

Hafid

1,135 posts

Posted by Hafid > 2021-05-06 14:10 | Report Abuse

Share price up and down. Better drop again.

toto

1,421 posts

Posted by toto > 2021-05-06 15:43 | Report Abuse

Qr is coming out soon, right ????

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-06 16:21 | Report Abuse

next month la.. haha

toto

1,421 posts

Posted by toto > 2021-05-06 16:38 | Report Abuse

Thank you ah

oohlala

112 posts

Posted by oohlala > 2021-05-06 16:40 | Report Abuse

QR should release by this month.

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-06 16:46 | Report Abuse

this month?hmm.. usually is june la.. haha i don think is good ideal to release this month.. hahaha.. climb up more first la..

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-06 16:47 | Report Abuse

brian u stucked in glove stock? hmm.. dropping coz asp decreasing ma.. come join us here.. asp increasing..haha

Brookenzo

275 posts

Posted by Brookenzo > 2021-05-06 18:38 | Report Abuse

QR 22 June
We have one month 2 weeks plus to play
Cheers

Posted by wallstreetrookie > 2021-05-06 21:12 | Report Abuse

QR out no time to run. Because good earnings already priced in lmao

Posted by wallstreetrookie > 2021-05-06 21:13 | Report Abuse

Limited upside but strong downside. Still have meat on the table but do you wanna take the risk unless your entry price is lower than insider I am talking about price below RM1.4

Brookenzo

275 posts

Posted by Brookenzo > 2021-05-06 21:19 | Report Abuse

Lol

Posted by johnnygoodnews > 2021-05-07 08:53 | Report Abuse

Tin
TIN DATE VALUE
LME Official Cash Ask ($/MT) 06 May $34,462.00
LME Official 3M Ask ($/MT) 06 May $30,235.00

chl1989

2,552 posts

Posted by chl1989 > 2021-05-07 14:03 | Report Abuse

bunch of short sighted punters. earned penny then run funny

Hafid

1,135 posts

Posted by Hafid > 2021-05-07 15:47 | Report Abuse

For. I have average rm1.00

Brookenzo

275 posts

Posted by Brookenzo > 2021-05-07 15:58 | Report Abuse

How many here holding 1-2 mil shares raise your hand here ?

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-07 17:04 | Report Abuse

No wor.. I bet u r right brookenzo bro.. hehe

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-07 17:43 | Report Abuse

Qr out guys

brian3381

1,888 posts

Posted by brian3381 > 2021-05-07 17:54 | Report Abuse

no surprise.... where is superduper result? might red next mon

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-07 17:56 | Report Abuse

Qr within expectation ah.. hahah.. don be so sour grape..haha..let's see on Monday lor..

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-07 17:57 | Report Abuse

The uncertainty on qr is now revealed..it is up to the Mr market to accept or not to accept it. Hehe.

brian3381

1,888 posts

Posted by brian3381 > 2021-05-07 18:07 | Report Abuse

U stil expect rm5 with tis resultm i guess selldiwn tim

brian3381

1,888 posts

Posted by brian3381 > 2021-05-07 18:11 | Report Abuse

Brikenzo shivering ka

chl1989

2,552 posts

Posted by chl1989 > 2021-05-07 18:18 | Report Abuse

u expect 50mil then? haha

Hafid

1,135 posts

Posted by Hafid > 2021-05-07 18:29 | Report Abuse

Result out

Hafid

1,135 posts

Posted by Hafid > 2021-05-07 18:30 | Report Abuse

30mil

brian3381

1,888 posts

Posted by brian3381 > 2021-05-07 19:03 | Report Abuse

22mil je la

dalpinia

2,299 posts

Posted by dalpinia > 2021-05-07 19:06 | Report Abuse

Fantastic QR, next QR confirmed lagi bagus, then followed by year end when new plant up 100% then rm10!!!

brian3381

1,888 posts

Posted by brian3381 > 2021-05-07 19:29 | Report Abuse

Oredi fuly valued la

Brookenzo

275 posts

Posted by Brookenzo > 2021-05-07 19:35 | Report Abuse

Fantastic results
Woooohoooo. 3 ringgit coming

brian3381

1,888 posts

Posted by brian3381 > 2021-05-07 19:40 | Report Abuse

Hahahahs, not rm5 meh? Cut tp ka

Brookenzo

275 posts

Posted by Brookenzo > 2021-05-07 19:47 | Report Abuse

Brian, you talk Simi lj?
Never hit past 3 ringgit how to go 5 ringgit
Anyway the results is fantastic
Say all you like about how bad it is
One quarter 22 mil ringgit profit is what I projected
Equivalent to sgd 7 mil sgd
Next quarter even better and etc
Even with tin remaining the same price
7 mil sgd x 4
Will be 28 mil sgd profits
Which is 84 mil ringgit profits
Don’t deceive yourself Mr Brain. Fully valued ? U based on what .
Talk must talk with facts
Not just talk without substance to back up

Hafid

1,135 posts

Posted by Hafid > 2021-05-07 19:56 | Report Abuse

MSC need more time to see the impact of new smelter.

chl1989

2,552 posts

Posted by chl1989 > 2021-05-07 21:28 | Report Abuse

good quarter with bright prospect...apa investors mau lagi??

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-07 21:52 | Report Abuse

Haha investor is okay with result.. trader not happy only .hahaha

brian3381

1,888 posts

Posted by brian3381 > 2021-05-07 21:55 | Report Abuse

I thought u oso said rm10 wor. No 5 no ten ka.? Beter u said rm20 la

vegebotak

1,071 posts

Posted by vegebotak > 2021-05-08 10:21 | Report Abuse

LME SPOT 33.5K USD.

READ MEDIA RELEASED YESTERDAY, MSC STATED THE CURRENT EARNING RESULT WAS BASED ON 3 MTHS TIN PRICE AVG AT USD 24.7K AND 30% OF FURNACE FACILITIES OPERATED.

LET SAY NEXT QTR EARNING AND TIN PRICE 3 MTHS AVG CAN MAINTAIN AT 28K USD WHILE FURNACE USAGE CAN IMPROVE TO 60% , MSC WILL BE MORE PERFORM THEN.....


THIS QTR EARNING 5.5 SEN , PROJECTED ABOUT 12X PE BASED ON LAST QTR EARNING RESULT WAS PRETTY FAIR

world top 3 tin smelting company....

YUNNAN TRADED AT PE 26X
PT TIMAH - PE ( DUE TO MAKING LOSS )
MSC PE 12X BASED ON 5.5SEN LAST QTR.

WHAT DO U THINK ?

brian3381

1,888 posts

Posted by brian3381 > 2021-05-08 10:46 | Report Abuse

Oredi fuly valued la. Steel theme almost end jor.

JSoang Ooi

641 posts

Posted by JSoang Ooi > 2021-05-08 11:00 | Report Abuse

Hahaha okok . Haha. Since when msc become steel company ? Haha.. looks like this brian think that inflation going to end soon.. haha.. okay okay.. let Mr market decide ba..if happen to sell on news, then is a good chance to collect on dips for those who missed the train..hehe..for those who do not believe in this company, hehe better stay away ba.. buy popcorn n enjoy the show..happy weekend and happy investing..cheers

brian3381

1,888 posts

Posted by brian3381 > 2021-05-08 11:15 | Report Abuse

Tin steel all metal ma. Comodoties all cyclical ma. Oreei went up a lot ma. With tis so so result, u think wil go to rm5 meh. Mayb Red tim next mon

Brookenzo

275 posts

Posted by Brookenzo > 2021-05-08 15:02 | Report Abuse

Don’t bother talk to him la. First he don’t have the shares
Secondly the more he speak is for us to rebutt him more.
Just enjoy popcorn while the operators pump up. The details already there
The every quarter results can only get better than the previous one.
Stil below 3 ringgit ? He will say sell la
When 5 ringgit, we will either hear him appear with another nickname or still using the same nickname asking ppl to sell.
Next quarter result at least 10 mil sgd equivalent to 30 mil ringgit profits based on 28000 usd per tonne


When tin ever hit 40000 or Even 50000 usd per tonne
MSC worth how much?
Haha let market decide

brian3381

1,888 posts

Posted by brian3381 > 2021-05-08 15:38 | Report Abuse

Haha, yup tin wil go up usd100k timm in ur dream loh

brian3381

1,888 posts

Posted by brian3381 > 2021-05-08 15:39 | Report Abuse

Beter u set ur plan now for next mon. Eirher cut loss or keep avraging down la

al8800

407 posts

Posted by al8800 > 2021-05-08 20:02 | Report Abuse

https://www.stellarresources.com.au/home/investor-information/learn-about-tin/


Tin Market Outlook

Tin prices have soared since the start of 2021 reaching 10-year high’s not seen since the 2011 boom. The LME spot tin price has averaged ~US$28,000/t for the 2 months to 14 April 2021.

(05 May 2021 : USD 32,000 / t)

This is due to strong physical global tin demand growth which has exceed falling global tin supply and is creating an extremely tight market for tin with LME tin stocks reaching near record lows.

Tin Demand
Physical tin demand is growing strongly as a result of:

Covid and the rise of remote working has boosted demand for computers and other home electronics devices. As tin solder is the ‘glue’ connecting everything electronic, this means increased demand for tin.

Continued demand for tin in traditional uses including tinplate, chemicals, lead-acid batteries, alloys and other uses.

Tin Supply

Global tin supply has fallen for each of the last 3 years. Falling global tin supply has been the result of:

* China is the world’s largest miner of tin and smelter of tin metal and has also been a net tin importer this year. Production cuts have occurred in many Chinese tin smelters this year due to tin ore shortages. China is stockpiling tin to meet its goal of self-sufficiency in semiconductors.

* Indonesia (world’s 2nd largest producer) – production has fallen this year due to a poor monsoon season along with ongoing environmental controls and covid issues.

* Myanmar (world’s 3rd largest producer) – production has fallen this year due to the military coup and largely unreliable artisanal and small-scale mining.

* South America (world’s 4th largest producer) supply has been reduced this year due to Covid issues.

Many existing tin mines now have lower grade and diminishing resources. There has been limited exploration or investment in new tin projects and many are either in risky jurisdictions or are low grade deposits.

Tin – The Number 1 New Technology Metal

Tin ranked as the No. 1 metal best placed to benefit from new technology according to a survey undertaken by Boston’s Massachusetts Institute of Technology (MIT) for Rio Tinto in 2018.


~50% of all tin is used as solder in electronics. Solder is the ‘glue’ that connects everything electronic together.

Our clean, new technology future is being driven by robotics, advanced computing, EV’s, energy storage and renewables – these all require more electronics and semiconductors which all need more tin.

Growing research is also showing that tin may be a more effective anode material in Li-ion batteries.

Tin has a wide variety of uses including; solder, tin chemicals, tinplate, lead-acid batteries, copper alloys and other uses. It also has increasing usage as an energy metal for Electric Vehicles.

47% of tin is consumed as lead-free solder by the consumer electronics industry.

Tin chemicals, the second largest end-use with 16% of the market, has the fastest growth.


Post Lithium Ion Batteries
Whilst the current focus is on lithium ion batteries the next generation of cheaper, safer products is already in development, including sodium ion, magnesium ion, potassium ion and other products. Tin, its alloys and compounds are prominent candidates for anode materials in some of these, and a growing number of developments including tin are noted. Although performance of some prototypes already exceeds commercial lithium ion products, it is likely that such products will find their own market space and indeed some are already being used in niche markets.


Solar PV
Tin was early in the race for new ‘earth abundant’ materials to replace expensive and rare elements used in current solar PV technologies such as gallium. The first generation product was a ‘kesterite’ copper tin zinc sulphide (CZTS) developed by IBM. More recently tin has gained attention in ‘lead-free’ perovskite products that have dramatically competitive performance, targeted at new markets for example on architectural glass. Tin is also being explored as a heat energy storage medium on solar farms that concentrate sunlight using mirrors. Apart from the materials themselves, this sector is already benefitting tin use in China particularly through increased use of solder ribbon used to join solar cells, and increased associated electronics production.

al8800

407 posts

Posted by al8800 > 2021-05-08 20:06 | Report Abuse

MSC is the ONLY "rare diamond" in the making to ride the tin wave in Bursa.
101 counter.

Brookenzo

275 posts

Posted by Brookenzo > 2021-05-09 12:40 | Report Abuse

Wonderful results
Wait for operators to perform tomorrow
This Hari Raya present is msc hit 3 ringgit

Posted by johnnygoodnews > 2021-05-09 13:40 | Report Abuse

Yes dividend coming
but it' s not about dividend
Its about tin price hitting a new century high
that' s what is going to excite shareholders
imagine tin price hit 50000 usd per tonne?
thafs crazy profits for msc

Hafid

1,135 posts

Posted by Hafid > 2021-05-09 18:08 | Report Abuse

Wait fund manager go and buy than will move the share price. So far not yet.

dalpinia

2,299 posts

Posted by dalpinia > 2021-05-10 08:50 | Report Abuse

This is a blue chip counter like PMetal, if you missed PMetal 10 years ago, then this is a golden opportunity for us to hold 10 yrs. 1000% return is not a dream!!!

Hafid

1,135 posts

Posted by Hafid > 2021-05-10 09:12 | Report Abuse

it all depands on your entry price.

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