MALAYSIA SMELTING CORPORATION

KLSE (MYR): MSC (5916)

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Last Price

2.86

Today's Change

-0.05 (1.72%)

Day's Change

2.85 - 2.91

Trading Volume

663,200


8 people like this.

4,869 comment(s). Last comment by hng33 4 days ago

xiaohe128

72 posts

Posted by xiaohe128 > 2021-10-15 15:20 | Report Abuse

jaycee89..no more 1.8...can 2.8?
target price rm10

Jaycee89

257 posts

Posted by Jaycee89 > 2021-10-15 15:49 | Report Abuse

Nop I just sold all 2.8

xiaohe128

72 posts

Posted by xiaohe128 > 2021-10-15 16:02 | Report Abuse

good.. nice tp at 2.8...pls drop more to let jaycee buy again..
1.8 is a good entry point.
maybe QR not good, then u can get it

Ahahah

453 posts

Posted by Ahahah > 2021-10-15 22:52 | Report Abuse

I also hope that Q3 won’t be good so that have chanced to go in.

okdoke

279 posts

Posted by okdoke > 2021-10-16 10:55 | Report Abuse

Market is 6 months in advance. The price of tin at LME US30000 per ton is the base. Now the price is hovering at 37800 and Qtr result would beat analysts consensus. My two sen opinion

Hafid

1,135 posts

Posted by Hafid > 2021-10-16 16:31 | Report Abuse

Drop to rm2.40

Jimmy Lim

291 posts

Posted by Jimmy Lim > 2021-10-16 17:53 | Report Abuse

hafid u sell all to me rm2.400, i’ll buy from u rm2.410

Goldberg

2,749 posts

Posted by Goldberg > 2021-10-19 15:33 | Report Abuse

No respite in sight for acutely tight tin market

By Boris Mikanikrezai and Orla O'Sullivan

Tin hit an all-time high this year, and was the best performer across the base metals space with a year-to-date gain of nearly 80%. In a context of mixed macrodynamics, the remarkable appreciation of tin prices has primarily been due to extremely bullish supply/demand dynamics.

On the supply side, the Covid-19 pandemic has impacted key tin-producing countries like Indonesia and Malaysia, resulting in lockdowns and output curtailments. It has also disrupted concentrate supply, especially from Myanmar, the world’s largest producer, where Covid-19 restriction measures have undermined the flow of raw material to Chinese smelters. And in China itself, Yunnan province was impacted earlier this year by a heat wave and energy consumption restrictions, undermining smelting activity.

On the demand side, tin has benefited from firm demand from the electronics industry. According to the Semiconductor Industry Association (SIA), global semiconductor industry sales expanded by 23% year on year in the first seven months of the year, with robust demand across all major regional markets.

xiaohe128

72 posts

Posted by xiaohe128 > 2021-10-20 11:16 | Report Abuse

i hope tin futures will retrace..is not healthy if keep up..
it will bad impact to downstream..
hope tin futures price will maintain at 30k above for 2years then perfect

Ahahah

453 posts

Posted by Ahahah > 2021-10-20 18:42 | Report Abuse

Tin price starts to retrace now.

Goldberg

2,749 posts

Posted by Goldberg > 2021-10-20 21:47 | Report Abuse

Tin prices on the rise at LME-London.

Date...................... Cash-Settlement......LME Tin 3-month

19th.October 2021......39,650.00............38,350.00
18th.October 2021......39,600.00............38,250.00
15th.October 2021......38,950.00............37,500.00
14th.October 2021......37,875.00............36,775.00
13th.October 2021......37,800.00............36,550.00

G-boy

398 posts

Posted by G-boy > 2021-10-21 23:56 | Report Abuse

good..tin future start to healthy retrace...form a healthy correction and consolidate above 30k for few months is good for long term..

FCTITAN

35 posts

Posted by FCTITAN > 2021-10-22 12:11 | Report Abuse

Finally RM3 hahaha, Imma hold on to it, expecting spectacular QR

stonest

11 posts

Posted by stonest > 2021-10-22 12:42 | Report Abuse

Haha hit uob's target price already. i'm sure there are much more upside after MSC release its earnings this year and also after the new Pulau Indah plant fully running next year with the tin prices are still strong!

Posted by johnnygoodnews > 2021-10-22 14:20 | Report Abuse

No $5 No sell... Early Nov report should be good result..

Primeinvestor

1,454 posts

Posted by Primeinvestor > 2021-10-22 14:58 | Report Abuse

rm400m profit next year

Posted by johnnygoodnews > 2021-10-22 15:17 | Report Abuse

MSC Stocks 40,000m/t of TIN ... Now US$39,000 x 40,000 = US$1,560,000,000

Bizfuneng

883 posts

Posted by Bizfuneng > 2021-10-22 16:00 | Report Abuse

All technical indicators are right. See how far it goes up,up and up

Tibbers

566 posts

Posted by Tibbers > 2021-10-22 16:34 | Report Abuse

next week hit 3.5

PureBULL ...

2,424 posts

Posted by PureBULL ... > 2021-10-22 16:48 | Report Abuse

PureBULL >>>, [22.10.21 00:21]

MSC, another EV.METAL stock.
It shows a very bullish 2 hour macd GC. today's VWAP edi > 293, the ATH at std 6,,

Let's watch for the continuation to the new.blue.sky in the afternoon session,,

NB:
MSC, the world # 3 tin producer, has the same look n potential like PMBTECH.
MSC should fly high like PMBTECH too,,

https://www.omholdingsltd.com/wp-content/uploads/2021/09/2021.09.28-UOBKH_Commodities-Rally-Continues-to-Gain-Momentum.pdf

hantamking

2,509 posts

Posted by hantamking > 2021-10-22 18:11 | Report Abuse

Jaycee89 no need to wait , u can get out here

hantamking

2,509 posts

Posted by hantamking > 2021-10-22 18:11 | Report Abuse

U no hope already

pang72

48,401 posts

Posted by pang72 > 2021-10-22 18:14 | Report Abuse

Fly to the moon!!!

James Ng

2,683 posts

Posted by James Ng > 2021-10-22 21:07 | Report Abuse

https://klse.i3investor.com/blogs/general/2021-10-22-story-h1592830460.jsp
[转贴] [Video:浅谈MALAYSIA SMELTING CORP BHD, MSC, 5916] - James的股票投资James Share Investing

Posted by johnnygoodnews > 2021-10-23 12:05 | Report Abuse

Foreighn Inverstment accumulate MSC..buy b4 they collecting cheap.. Target $5

Ahahah

453 posts

Posted by Ahahah > 2021-10-23 13:24 | Report Abuse

@johnnygoodnews, who give TP5?

Jimmy Lim

291 posts

Posted by Jimmy Lim > 2021-10-23 14:19 | Report Abuse

singapore kia, RM3.070 for them very cheap! SGD1 only, if MSC RM6, still cheap for them also

Goldberg

2,749 posts

Posted by Goldberg > 2021-10-23 15:48 | Report Abuse

Tin - the ‘forgotten eV metal’. MSC the forgotten GEM.
---------------------------------------------------
As other commodities gain public attention tin is quietly gaining momentum as a performance enhancing component in all of the three generations of advanced anode materials that have been roadmapped to 2030.

MSC, a world’s leading tin smelter with 120 years of history, stands poised to benefit from a new and modern smelting plant in Pulau Indah.

With new smelter ie Toll Smelter- commencing operation in 4Q 2021 will increase the existing capacity by another 50% together with higher tin prices and reduced labour costs are definitely going to result in better performance results going forward.

In addition -the new smelting facility at Pulau Indah which acts as the transportation hub, iwould be more efficient in importing and exporting tins. New tin mining sites with huge potential is going to benefit MSC with current tin price hoovering at all time high at USD38.5k per tonne. (As of January 2021 the spot tin price was USD 21k per tonne ).

One thing is clear, from the lead acid batteries to advanced lithium ion batteries and to the next game changer - i.e. solid state batteries, it is clear that going forward, there are multiple opportunities for tin compounds and tin alloy to be featured in tin soldering and apply in anode technologies of EV batteries.

Pioneering lithium-ion battery start-up StoreDot is focusing on silicon and tin to achieve extreme fast charging. Their first five-minute batteries will be available for testing later this year, while mass production will begin in 2024

PureBULL ...

2,424 posts

Posted by PureBULL ... > 2021-10-23 15:52 | Report Abuse

TIN prices were at $21,000 in Jan 2021.
It is now at $37,500 now.
The uptrending looks so strong.

MSC, the 3rd largest global TIN producer has been supplying to the world mkt for 120 years.
MSC with a well timed, brand new large plant, strategically located at port Pulau Indah for exports, should easily be worth a $5 billion stock n more,,,

This is a solid bull run on EV.METALS = the only metals with real increasing high demand at increasing prices.
this EV biz will grow exponentially with certainty of more EV on the road.

NB: steel is for building n construction. every country has import tariff on steel.

https://www.investing.com/commodities/tin-streaming-chart

Posted by johnnygoodnews > 2021-10-24 11:48 | Report Abuse

Tomorrow another BIG Wave....LMT Tin price going to Hit another historical High US$40,000... Watch out closely My Dear MSC going to sail $3.50-$4.5+

Bizfuneng

883 posts

Posted by Bizfuneng > 2021-10-25 11:21 | Report Abuse

Sori looks like no big wave up.

Posted by johnnygoodnews > 2021-10-25 11:45 | Report Abuse

Singapore Rise S$0.03 cents.. Malaysia MSC should recover by this afternoon... watch out carefully

imokay

83 posts

Posted by imokay > 2021-10-28 06:51 |

Post removed.Why?

Bgt 9963

7,445 posts

Posted by Bgt 9963 > 2021-10-29 09:50 | Report Abuse

Accumulation mode !

FCTITAN

35 posts

Posted by FCTITAN > 2021-10-29 11:02 | Report Abuse

today release QR right?

PureBULL ...

2,424 posts

Posted by PureBULL ... > 2021-10-30 07:20 | Report Abuse

Global fin exam TOPIC: EV IS DRIVING SUPER HIGH DEMAND IN EV.METAL N EV.TECH FOR DECADES

This is just the BEGINNING, look at how bullish these EV.METALS r:

LITHIUM +311% ytd, $191,500 now
TIN +82%, $37,040
COBALT +75%, $56,545
ALUMINUM +38%, $2,735

SILICON +173% since Aug 1st, 2021, cny$41,375


Our PMETAL, a KLCI component stock at $50 billion mkt cap is the mkt proven giant stock now n will only be growing larger.
PMBTECH n MSC r the next coming multi bagger stocks available on KLSE...

https://tradingeconomics.com/commodity/tin

http://www.sunsirs.com/uk/prodetail-238.html

Posted by johnnygoodnews > 2021-11-01 15:36 | Report Abuse

Bravo MSC... Result confirm 50% increase....$3.50 coming... Be patient

oskchoon

3,186 posts

Posted by oskchoon > 2021-11-03 13:43 |

Post removed.Why?

Ahahah

453 posts

Posted by Ahahah > 2021-11-09 07:27 | Report Abuse

Anyone know when will the Qtr result out?

xiaohe128

72 posts

Posted by xiaohe128 > 2021-11-09 16:47 | Report Abuse

from today movement..should be today out...but should be bad result...

Ahahah

453 posts

Posted by Ahahah > 2021-11-09 20:01 | Report Abuse

@xiaohe128 result is not out yet.

xiaohe128

72 posts

Posted by xiaohe128 > 2021-11-09 20:52 | Report Abuse

then we wait for this week lo..

Goldberg

2,749 posts

Posted by Goldberg > 2021-11-12 10:33 | Report Abuse

Price of Tin @ LME London -still hoovering around all time high.

11th. November 2021....cash-USD39,150.00.....3mth..USD 37,800.00..per ton.

PureBULL ...

2,424 posts

Posted by PureBULL ... > 2021-11-12 17:10 | Report Abuse

Posted by PureBULL ... > Nov 12, 2021 5:10 PM | Report Abuse X

In stock.investing on a long haul, 1st thing 1st look into the biz model.
There r 2 to 4 cycles p.a. on KLSE for us to CAGR 26 to 31% or more, ie. BIG money.making.

Each mkt cycle, there is always a Theme.Play =
Stocks must have the best GLOBAL biz wanted by the growing world mkt.


Today now it should be EV.ECONOMY on a huge biz wave at its earliest beginning n to grow exponentially for decades to century i.e.

EV.TECH n esply EV.METAL stocks, yet to be discovered by the funds fraternity.

these r the world player stocks available in msia for U to accept to grow RICH.,.

++++++++++++++++++++++++++++++++++++++++
HOW TESLA FLIES HIGH AT MAXIMUM SPEED UP DAILY

Tesla has the youngest CFO in giant stocks on wallstreet.
The super talented 30 something Indian has 2 ivy degrees:
B of mech engine n econ of wharton +
MBA of harpor.

This is how he told the analysts n fund mangers conference:
TESLA
1) has no cars to deliver to the customers fast. how to think of whether there is mkt for EV?
2) Tesla will produce 2 millions EV a year soon
3) Tesla is planning to do 20 millions p.a.

This lingo is the catalytic impetus to fly a stock,,,

Dear TESLA,
EV.TECH d&o, mpi, greatec, inari n EV.METAL pmetal n esply pmbtech n msc, stocks on KLSE, will follow U to fly HIGH...

Goldberg

2,749 posts

Posted by Goldberg > 2021-11-12 18:26 | Report Abuse

MSC announced an impressive PAT of RM 28.9 million for their 3rd Quater- giving an EPS of 7sen for the quarter - ending 30th Sept 2021.

Tin Miner & Smelter MSC - the forgotten EV metal stock deserves a massive rerating.

Ahahah

453 posts

Posted by Ahahah > 2021-11-13 09:08 | Report Abuse

Yes, if no such profit, then all share holders have to attend the AGM.

PureBULL ...

2,424 posts

Posted by PureBULL ... > 2021-11-13 12:50 | Report Abuse

https://klse.i3investor.com/servlets/stk/fin/5916.jsp

https://www.thestar.com.my/business/business-news/2021/11/13/msc-posts-jump-in-q3-net-profit-on-record-high-tin-prices

MSC, a global EV.METAL stock n 3rd largest in exporting TIN:

Year 2020, Revenue = $800 mill with tin ASP at $16,000.
Year 2021, Selling price of TIN went up in a straight line from $21,000 in Jan 2021 to $37,500 now = up +78%

Year 2022, Say ASP up +50% at $31,500, then increase in PAT = a whopping $800 revenue x 0.5 = $400 million PAT + increasing yearly vol demand
= i.e. the formula to a coming super GROWTH stock
( ASP should be 31500/16000 = up +96% over year 2020 if u wish to dramatize the PAT)

this is the same exact way like valuing GLOVES in 1st half year 2020.
the big difference is global EV.METAL demand will grow n grow higher in each year for decades n centuries!

https://www.investing.com/commodities/tin-streaming-chart

G-boy

398 posts

Posted by G-boy > 2021-11-13 14:31 | Report Abuse

3.5 is coming..next year end rm5

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