Posted by Tibbers > 2023-07-07 09:45 | Report Abuse

nice BO

Posted by KClow > 2023-07-07 10:13 | Report Abuse

2.35 to 2.4 is key
Hope msc is in new bull run

Posted by abc333 > 2023-07-07 10:22 | Report Abuse

might hover in range 2.2to 2.4 for this months. flash out contra or weak players

Posted by kebling98 > 2023-07-07 10:31 | Report Abuse

2,4 je?
Mungkin is breaking triangle direct surge to 2.8 lei?
After consolidated 2.8 , August to sep we enjoy 4.2 loh, Myanmar ban exports for 2 ~4months lah at least

Posted by abc333 > 2023-07-07 10:37 | Report Abuse

With the operation in the Pulau Indah (“PI”) plant, using newer and more efficient technology on
target to achieve higher capacity and full commission in the near future, and with the planned closure
of the old plant at Butterworth, the Group expects higher operational efficiency, lower operational
and manpower costs, while reducing its overall carbon footprint.
For the tin mining segment, the Group continues to focus on improving and increasing daily mining
output and overall mining productivity. Recent acquisition of an adjacent mining landbank allows the
Group to expand its mining activities and potential tin resource within its current mine vicinity.

Posted by abc333 > 2023-07-07 10:43 | Report Abuse

Firstly, MSC
could raise its mining output by 67% to 15MT/day in FY23 from
9MT/day currently by exploiting the eastern boundary of its existing
tin mine in Perak, which would be made possible with the
acquisition of neighbouring land

Posted by abc333 > 2023-07-07 10:46 | Report Abuse

If fair value of MSC is 3.13 at tin price 24650. What is her fair price should be now?

Posted by ACE9696 > 2023-07-07 12:39 | Report Abuse

also don’t forget;
Butterworth, Penang, which will be decommissioned and redeveloped over the next decade into Straits City, a S$1 billion mixed-use hotel, retail, commercial and residential project.

Posted by princehero > 2023-07-07 12:44 | Report Abuse

Still can buy now? Rm2.23

Posted by StartOfTheBull > 2023-07-07 14:49 | Report Abuse

Tin profit taking in progress, MSC follows.

Posted by hng33 > 2023-07-07 14:53 | Report Abuse

sold MSC at 2.22-2.23

Posted by troy88 > 2023-07-07 15:48 | Report Abuse

this stock is traders playground. Volatile price movement

Posted by kebling98 > 2023-07-08 07:26 | Report Abuse

Tin price mantap lah
Even friday loh
Nice Closing
Hot money no worry to park their money over weekend in Tin loh

Posted by KClow > 2023-07-08 08:34 | Report Abuse

I bought from hng33 2.22 2.23
Hehe

Posted by KClow > 2023-07-08 09:50 | Report Abuse

https://markets.businessinsider.com/commodities/tin-price

Posted by KClow > 2023-07-08 09:51 | Report Abuse

Tin price 28888
Is this a sign ??
Huat ah
All in msc...at 28888

Posted by sense maker > 2023-07-08 14:13 | Report Abuse

Analysts used 25000 as forecast average for 2023.

Posted by abc333 > 2023-07-08 17:19 | Report Abuse

We project FY22-FY23 net profit estimates of RM152.3m-RM127.3m
(vs. RM118.1m actual net profit in FY21) based on 2022/2023
consensus tin price forecasts of USD31,784/USD24,650 per MT.
Valuations and recommendation. We value MSC at RM3.13
based on DCF (WACC: 8.1%; TG: 2%) which implies FY22E PER of
8.6x. There is no adjustment to fair value based on ESG (3-star ESG
rating as appraised by us).

Posted by abc333 > 2023-07-08 17:24 | Report Abuse

2023 forecast tin price 24650. average price up to end of June is 26000.

Posted by KClow > 2023-07-10 08:50 | Report Abuse

Today i sell my maybank and all in msc then i pray hehe

Posted by abc333 > 2023-07-10 09:38 | Report Abuse

Tin supplies could dry up if Indonesia executes a rumoured ban on shipping tin ingots
Myanmar’s Wa State has already moved to curb the export of what amounts to around 10% of tin concentrate supply globally
Fitch sees prices 25% higher this year and almost doubling to US$45,000/t by 2032

Tin is about to be a very hot commodity, with one forecaster upping its prediction for the spice(y) metal up a whopping 25% for 2023.

It comes as Indonesia and a semi-autonomous state in Myanmar called Wa, not to be confused with the soon to be former Premier Mark McGowan’s all conquering rock-shipping empire of WA, make cartel style moves that will take a big chunk of supply from the market’s leading exporters out of the market.

Fitch Solutions reckons the tin price could avoid the slump facing other battery metals in 2023 on the back of (unconfirmed) news Indonesia could ban partially refined tin ingots from export from June, and a mining ban in the Wa State that could see 10% of tin concentrate supplies and much of China’s feedstock stay in the ground.

That has prompted its analysts to lift prices from US$20,000/t to US$25,000/t for 2023, a 25% lift.

But unusually for commodities forecasting, its long term price assumptions for tin — based off a looming supply cliff and rising demand from electronics (around half of primary tin supply goes into lead-free solder), EVs and solar panels — are extraordinarily bullish.

Posted by keluarpattern > 2023-07-10 09:41 | Report Abuse

@KClow after u switch in, price keep go UP

Posted by KClow > 2023-07-10 09:42 | Report Abuse

I listen to abc333

Posted by KClow > 2023-07-10 09:44 | Report Abuse

All matched.
Now pray close much higher on friday :-)))

Posted by abc333 > 2023-07-10 12:34 | Report Abuse

msc vs dialog, which one reach 2.4 first?

Posted by KClow > 2023-07-10 13:11 | Report Abuse

Msc
Msc
Msc

Posted by StartOfTheBull > 2023-07-11 10:43 | Report Abuse

Tin is still trading at above USD 28,000.

Posted by hng33 > 2023-07-11 11:00 | Report Abuse

bought back msc at 2.15-2.17

Posted by hng33 > 2023-07-11 11:01 | Report Abuse

Added more MSC at 2.13-2.14

Posted by Michael Kwok > 2023-07-11 11:18 | Report Abuse

Msc 2.17
I think u all made the mistake.usually will prefer 4 days-6 days(trading days to if just minor correction).
11/7/23 11.18am

Posted by KClow > 2023-07-11 11:28 | Report Abuse

Bought back more

Huat ah
Nice price

Posted by kebling98 > 2023-07-11 11:56 | Report Abuse

Half of my portfolio is MSC loh

Posted by KClow > 2023-07-11 12:21 | Report Abuse

Mine 30%
Bought lots at 1.4 to 1.6
Happy kaw kaw

Posted by KClow > 2023-07-11 12:22 | Report Abuse

Waiting for august to see wat happens to tin price. Hope to see a short squeeze...

Posted by kebling98 > 2023-07-11 22:47 | Report Abuse

In 10 Trading days lah
Aus and Taiwan tin stock up more than 20% loh
MSC lag behind loh up 12% only

Posted by kebling98 > 2023-07-11 22:49 | Report Abuse

Seluruh dunia tin stock in uptrend
MSC is your must have stock before August lah
August no more 2. 2 loh

Posted by KClow > 2023-07-12 09:36 | Report Abuse

Yes correct.

Posted by hw0706 > 2023-07-12 09:53 | Report Abuse

LMEselect Tin 3 Month, USD/mt - 28,130
SMM #1 Tin Ingot Price, USD/mt - 32,168.99
LF Solder Price, USD/mt -32,864.54

Posted by KClow > 2023-07-12 10:01 | Report Abuse

Msc must play catch up

Posted by abc333 > 2023-07-12 10:26 | Report Abuse

is all about ASP , 2020 Glove 2021 steel , 2022 Refined oil and Tin , 2023 , Tin again
If you have missed Topglove, supermax, Hengyuan , petronm , masteel ,
still want missed msc?

Buy Q 600 , sell Q 3600 , really hard to make a buy , maybe wait for a cheaper entry?

Posted by Tibbers > 2023-07-12 10:47 | Report Abuse

need go above 2.33 and then above 2.50 for better uptrend chart. and now looking good as well.

Posted by hng33 > 2023-07-12 11:19 | Report Abuse

Tin futures hit $28,000 per tonne, the highest in five months on expectations of a supply shortage in the global tin market. Despite China's slow demand recovery, the upcoming prohibition of tin mining in Myanmar's Wa region and Indonesia's export ban on tin ingots are set to significantly tighten the market. Starting from August 1, 2023, all mining activities, including exploration and processing, will be suspended in the Wa state to preserve remaining resources. Additionally, Indonesia aims to encourage domestic processing by banning the export of tin ingots. Looking ahead, prices are expected to continue rising in the long term, supported by strong demand from the energy transition and green technologies such as solar panels and electric vehicles, along with the persistent tightness in the market.

Posted by KClow > 2023-07-12 11:26 | Report Abuse

Yes
I expect tin n msc to go bak to all time high n beyond.
Msc need to close above 2.4..
Then more buyers will.come in.

Posted by stoneage > 2023-07-12 11:42 | Report Abuse

i buy some @ 2.23, let see how it go

Posted by cucubud > 2023-07-12 11:54 | Report Abuse

@hng33,
Tin futures hit $28,000 per tonne, the highest in five months on expectations of a supply shortage in the global tin market. Despite China's slow demand recovery, the upcoming prohibition of tin mining in Myanmar's Wa region and Indonesia's export ban on tin ingots are set to significantly tighten the market. Starting from August 1, 2023, all mining activities, including exploration and processing, will be suspended in the Wa state to preserve remaining resources. Additionally, Indonesia aims to encourage domestic processing by banning the export of tin ingots. Looking ahead, prices are expected to continue rising in the long term, supported by strong demand from the energy transition and green technologies such as solar panels and electric vehicles, along with the persistent tightness in the market.

But the tin futures chart is dropping the past two days. Will it affect MSC chart?

Posted by StartOfTheBull > 2023-07-12 12:11 | Report Abuse

Chart is only part of the prediction. Need to see the bigger picture.

Posted by abc333 > 2023-07-12 12:15 | Report Abuse

Take the height of triangle starting August 5 2022 , msc should reach 3.5.

Posted by KClow > 2023-07-12 14:02 | Report Abuse

Yes 3.5 once break out.

Posted by kebling98 > 2023-07-12 14:25 | Report Abuse

Mining index up 7.6% loh

Posted by KClow > 2023-07-12 14:27 | Report Abuse

Cos us dollar index down n crash