Posted by james70 > 2022-02-08 15:59 | Report Abuse

In 2020, the AISC was only around USD12k-14k/t. Oil price was also a lot lower then. Taking into account the substantial rise of oil, using the latest Q3'21 AISC is prudent. Hence the profit sensitivity to the tin price alone is not that accurate.

Posted by darkcloudsgathering > 2022-02-08 16:26 | Report Abuse

james70, not sure what electricity tariffs were like and will be like, but i will want to agree with your points, especially the RM10 one! :)

Posted by james70 > 2022-02-08 16:34 | Report Abuse

Alphamin shares have also hit 15 year high. MSC owns around 18m shares of this DRC tin miner which is generating incredible profits. Their reserve ore is at 3% tin.

Posted by supersinginvestor > 2022-02-08 16:51 | Report Abuse

Lol u guys doing sooo much analysis ah

Dont do so much until u forget to buy lorr

Just buy and hold once u see a good buy or else others will take ur tickets ok.
Just some advice...

Posted by james70 > 2022-02-08 17:10 | Report Abuse

Do look at Metals X Ltd listed in the ASX. Giant cup forming from 2018. Soon to be mining Area 5 which is very high grade. Produces around 4-5kt of tin (50% share) at an AISC of AUD22k/t. Easily a AUD1 share. I think it will go to AUD3 when tin hits AUD100k/t.

Posted by PureBULL ... > 2022-02-08 17:59 | Report Abuse

PureBULL >>>, [2022-02-08 2:42 AM]
I love SINE wave in stocks. n I always advocate to take risk to enter at macd GC pt.

https://www.tradingview.com/x/2C6uGtjY/


MSC is creating that handle = the flat n compact run way
the next 1 hour GC or 2 hour = could be the LIFT OFF pt.
n once it could go > 4.00 = MSC should be in CORNERED.CONDITION for the fast n furious flying journey...

NB: MSC a potential $8 to 10 billion mkt cap stock in ev.metal, Tin.

Posted by supersinginvestor > 2022-02-08 19:02 | Report Abuse

Oi pang ah why u say sui sui to msc :-0

Posted by supersinginvestor > 2022-02-09 09:21 | Report Abuse

Msc looks good..

Posted by supersinginvestor > 2022-02-09 12:25 | Report Abuse

Huat ah
Lai lai $$$

Posted by thesteward > 2022-02-09 14:17 | Report Abuse

Patiently waiting for at least rm8

Posted by supersinginvestor > 2022-02-09 16:55 | Report Abuse

Yes agree....huat ah

Posted by james70 > 2022-02-10 09:54 | Report Abuse

Smart money are nibbling up whatever shares that are put up for sale.

Posted by supersinginvestor > 2022-02-10 10:49 | Report Abuse

Yes agree
Can see from share volume behaviour

Posted by ahbah > 2022-02-10 11:47 | Report Abuse

Just add some n no sell, please. Thanks.

Posted by supersinginvestor > 2022-02-10 17:57 | Report Abuse

This share is being accumulated
Flying under the radar
Aldy close above rm4

Posted by supersinginvestor > 2022-02-11 10:16 | Report Abuse

Accumulating....

Posted by james70 > 2022-02-11 14:02 | Report Abuse

Tin has just surpassed USD44.4k/t today on the LME. I wonder when will it reach USD50k/t on the LME? I think by June is not unrealistic now that tin price at the Shanghai exchange is at US$53.3k/t.

MSC is very likely to trade around the RM5-6 range after the Feb quarterly results. Bear in mind, the Dec quarterly(Q4'21) tin price average is USD37.5k/t. With the same production profile as Q3'21, this new tin price will contribute an additional RM13M to the bottom line for Q1'22 with a USD43k/t average.

Posted by supersinginvestor > 2022-02-11 14:16 | Report Abuse

This still under radar. I m accumulating...

Posted by darkcloudsgathering > 2022-02-11 14:27 | Report Abuse

james70: only 13M? 3Q21 results already $20+M when they only operated maybe 1 month cos July and Aug under MCO. I think 4Q21 will be closer to $80M, while 1Q22 will be $120M~$150M, no?

Posted by darkcloudsgathering > 2022-02-11 14:35 | Report Abuse

sorry, what is AISC?

Posted by james70 > 2022-02-11 14:37 | Report Abuse

You may be right. Let's see. I am being conservative.

Posted by darkcloudsgathering > 2022-02-11 14:40 | Report Abuse

haha. if u are right, we will be good. if i am right, we will be better. either way it works!

Posted by james70 > 2022-02-11 14:40 | Report Abuse

AISC = all in sustainable cost. This is the terminology used in mining to capture cost related to the operations and development of the mining property which is recurrent.

Posted by darkcloudsgathering > 2022-02-11 14:44 | Report Abuse

thanks!

Posted by james70 > 2022-02-11 15:05 | Report Abuse

NP. I hope you are right in your forecast. This will make more fund managers wake up to the potential of MSC and jump onto the MSC train which is about to leave the station for double digit prices.

Posted by Mak_kiah > 2022-02-13 21:38 | Report Abuse

Just wait bonus issue/split share, fund managers will come in. Buy now before too late to join the party.

Posted by Winningstrategy > 2022-02-13 21:51 | Report Abuse

My projection price made on 12Jan22 to cross 4.00 already materialised .
Now looking at 4.80 TP .
Stay tuned.

Posted by supersinginvestor > 2022-02-14 09:31 | Report Abuse

Yes agree..my best counter so low unker sifu like it

Posted by james70 > 2022-02-14 13:16 | Report Abuse

Tin short squeeze to the upside coming. Current stocks last only 3 to 5 days.

Posted by ahbah > 2022-02-14 13:17 | Report Abuse

MSC ... buy n keep onli, no selling, please. Thanks.

Posted by PROFIT2020 > 2022-02-14 15:21 | Report Abuse

New hope

Posted by xiaohe128 > 2022-02-14 16:41 | Report Abuse

waiting for double digit for this counter!!!

Posted by StayHumble > 2022-02-14 16:48 | Report Abuse

Rm15

Posted by PROFIT2020 > 2022-02-14 17:44 | Report Abuse

Sure….

Posted by supersinginvestor > 2022-02-14 18:00 | Report Abuse

Yes true agree

Posted by supersinginvestor > 2022-02-14 18:44 | Report Abuse

No la .this share no goreng..

Posted by supersinginvestor > 2022-02-14 19:09 | Report Abuse

Ok

Posted by xiaohe128 > 2022-02-14 19:10 | Report Abuse

want drop d.. share price too far from MA line already

Posted by xiaohe128 > 2022-02-14 19:10 | Report Abuse

if correction to 3.5 is healthy.

Posted by supersinginvestor > 2022-02-14 19:15 | Report Abuse

@xiOhe128
Ok
Then u better not buy lorr

Posted by supersinginvestor > 2022-02-14 19:42 | Report Abuse

U know when a share not goreng yet??
The new names just appear here.
So now this week or next big party coming to msc..
Lol..

Posted by supersinginvestor > 2022-02-14 19:46 | Report Abuse

U check la..

Posted by xiaohe128 > 2022-02-14 19:49 | Report Abuse

this stock always support at MA and break out in triangle..

Posted by xiaohe128 > 2022-02-14 19:50 | Report Abuse

ESG will bring this stock go to double digit stock price..

Posted by supersinginvestor > 2022-02-14 20:26 | Report Abuse

Ok great . Weldone@xiaohe128

Posted by xiaohe128 > 2022-02-14 20:37 | Report Abuse

world top 3 tin mining company.. at least market cap conservative 3~5b for this counter..

Posted by supersinginvestor > 2022-02-14 20:40 | Report Abuse

Ya true. Agree

Posted by supersinginvestor > 2022-02-14 20:42 | Report Abuse

Bro tin is precious...too precious...

Posted by xiaohe128 > 2022-02-14 20:46 | Report Abuse

demand > supply so make tin price surge so much in recently.
if future demand supply is balance, tin price will back to normal.
why i bought for this company because new tin smelting process is good in ESG

Posted by supersinginvestor > 2022-02-14 20:52 | Report Abuse

Ok