TECH stocks on KLSE kena kau.kau today with high vol.
It just proved that high roller fund managers r back to work in this new year 2022. They chose to gang.up to sell down this year 1st, in tandem with Nasdaq.
FACT: # of EV.CARS on the road worldwide will increase more n more every year in all countries. = this means all pure EV.MATERIAL stock biz will go berserk for years n every year ahead with increasing QR PAT. This is the only global biz theme capable of doing it with certainty = How wonderful to own this EV.MATERIAL stocks in their high speed growing years now!
FACT: PMETAL, mkt cap $48.3 billion today, is our EV.METAL stock with proven fastest speed stock to grow VALUES to become KLCI stock, after starting its recent Aluminum biz for the world mkt.,.
PMBTECH in Silicon, $2.7 billion mkt cap n MSC in Tin, $1.3 billion r EV.METAL stocks yet to be discovered by our funds fraternity.,. Guess they r awaiting for their next coming QR PAT in Feb 2022. Pretty sure, the # r good. hopefully so so good.,. Then the FUNDS would hoot.9.e n even loot.9.e in 2022, like happened to genetec was last year.,.
NB: pure EV.TECH stocks will do very well too. Go with the real McCoy, do less with supporting stocks in the EV.economy.,.
Estimated profits from Mining activities or tin extraction - MSC ----------------------------------------- 12 m/tons extracted per day in 2022 Approx 4,200 m/ton per year Current Price (per LME) - per m/ton - USD 38k x 4.10= RM155,800 Revenue (2022) just based on mining activities= RM654 million. Cost per m/ton is estimated at USD 20k Estimated Net profit from Mining activities alone -USD 18k x 4200 x 4.1 = RM310 million.
Approximately RM300 mil for FYE 2022- just from MINING activities EXCLUDING Smelting works.
EPS just based on MINING activities alone is PAT 310/420 m shares = 73.8 sen per share.
A conservative Forward PE of 8 = RM5.90 (excluding Profits from Smelting)
NOTE- Assuming the price of Tin remains elevated in the foreseeable future.
Tin price ends at historical high of US$40,400 per tonne Bernama
January 12, 2022 12:58 pm +08
KUALA LUMPUR (Jan 12): The Kuala Lumpur Tin Market (KLTM) rose by US$900 per tonne to end at a historical high of US$40,400 per tonne on Wednesday (Jan 12) in its first recorded transaction in 2022.
A dealer said the metal was last traded at US$39,500 per tonne on Dec 21, 2021, the first trading session after the market was suspended starting June 9, 2021.
He said the market recorded transactions only on the first day of trading, but remained muted until Tuesday (Jan 11) due to subdued supply.
"Today we saw the first transaction for the metal for the year and demand was very high. At the opening, total bids stood at 482 tonnes, while the offer was only at one tonne.
"As such, the market closed at the highest price ever for the metal, which was also in line with the upward momentum in the London Metal Exchange (LME)," he told Bernama.
The premium between the KLTM and the LME narrowed to US$125 per tonne from US$1,305 per tonne on Dec 21, 2021.
Buying support came from China, Japan, South Korea, Taiwan, Europe, Pakistan and Bangladesh.
At the close, turnover on the KLTM remained at five tonnes, while bids stood at five tonnes and offers at 10 tonnes, said the dealer.
Shanghai tin Jan22 32,300 contracts at $50,700 per tonne!!! LME price is almost $40,000 per tonne. MSC as predicted will be in the RM4-5 within these 2 months.
The new energy efficient Top Submerged Lance (TSL) furnace smelting plant, anticipated to increase tin extractive yield by 50% from 40,000 tonnes to 60,000 tonnes of tin-in concentrates per year utilising oxygen enrichment, without incurring additional capital expenditures.
These 50% increase tin production through increase extraction yield from same amount of feedstock raw tin ore is PURE profit to MSC.
MSC is world third largest tin producer after China and Indonesia.
It is also world second largest net exporter (China is largest tin producer, but most limit to supply local semiconductor/EMS)
MSC already step up to increase tin mining activity to increase tin ore volume production to 12mt/daily
The new energy efficient Top Submerged Lance (TSL) furnace smelting plant, anticipated to increase tin extractive yield by 50% from 40,000 tonnes to 60,000 tonnes of tin-in concentrates per year utilising oxygen enrichment, without incurring additional capital expenditures.
These 50% increase tin production through increase extraction yield from same amount of feedstock raw tin ore is PURE profit to MSC
Tin futures were trading at $43,000 a tonne, hitting a new all-time high, amid low inventories and supply disruptions. The inventories in the LME-warehouses were at 2,059 tonnes, recovering from the lowest of 887 hit on November 2021, but still below 2020 average of 5000 tonnes.
Tin shortage at critical level now and price of tin reaching a sky-high $43,500. Beneficial from MSC's perspective. Not beneficial to those who need to buy tin as raw materials.
My bets for 2022... MSC, Ancom and Focus Lumber. Supersubs on the bench.. Pmbtech. Already in positive territory for all. Avoid tech stocks this year. It will be choppy.
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....
dalpinia
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Posted by dalpinia > 2021-12-17 22:53 | Report Abuse
马熔锡机构 下周一解除不可抗力
https://www.klsescreener.com/v2/news/view/925611