Posted by GreenMinerMSC > 2024-05-15 15:16 | Report Abuse

MEselect Tin 3 Month, USD/mt
LMEarrow
Latest:34,350
+984 (+2.95%)

Posted by amzrisml > 2024-05-15 16:20 | Report Abuse

can MSC settle at RM3 now? or it will go below 3 back?

Posted by KClow > 2024-05-17 11:43 | Report Abuse

😁

Posted by KClow > 2024-05-17 17:11 | Report Abuse

AS SURE AS WE ARE THAT THE SUN RISES IN THE EAST AND SETS IN THE WEST
WE CAN BE SURE MSC WILL GO TO NEW HIGHS 😂😂😂😂

Posted by KClow > 2024-05-17 17:12 | Report Abuse

MSC=YTLPOWER 3.0

Posted by hng33 > 2024-05-28 12:17 | Report Abuse

bought msc at 2.83

Posted by hng33 > 2024-05-29 10:43 | Report Abuse

added more msc at 2.85

Posted by hng33 > 2024-05-29 16:48 | Report Abuse

sold back at 2.93-2.95

Posted by Dehcomic01 > 2024-06-05 06:56 | Report Abuse

Bursa Malaysia Malaysia Smelting Corp (MSC), is one of the world’s leading integrated producers of tin metal and tin-based products.
If you consider its net assets, about 2/3 is deployed for its smelting operations with the bulk of the balance for its tin mining operation. But when you look at the PBT over the past 12 years, 4/5 was from the tin mining operation.
Is this then a smelting company with a tin mining arm or a tin mining company with a smelting arm? This has implications for its valuation.
If this was a tin mining company, you would value it based on its tin reserves. If it was a smelting company, you would valued it based on its tin refining business. So what is the appropriate way to value it?
For more details on MSC, refer to
https://www.youtube.com/watch?v=A3u4mdV4fo8

Posted by 0PTech > 2024-06-09 04:48 | Report Abuse

Relax bro. Next call will be at 1.680. Dun nid to rush the market

Posted by Sslee > 2024-06-15 12:13 | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2024-06-15-story-h-158959622-6_months_12_months_and_18_months_ROI_contest_part_III.jsp

Posted by hng33 > 2024-06-20 15:12 | Report Abuse

bought msc at 2.63-2.65

Posted by hng33 > 2024-06-21 14:56 | Report Abuse

sold at 2.68-2.70

Posted by amzrisml > 2024-06-24 16:35 | Report Abuse

i have question to @hng33, would you make profit and be able to offset the costs by selling the stock with small margin?

Posted by fregend > 2024-06-25 15:58 | Report Abuse

why keep dropping?

Posted by stainlyho37 > 2024-06-27 10:40 | Report Abuse

watch out.!.collect some...

Posted by fregend > 2024-07-03 13:23 | Report Abuse

Price been surpressed too much

Posted by GreenMinerMSC > 2024-07-05 12:35 | Report Abuse

MSC had run sharply ahead of 1Q2024 results, which would not have been able to match the superb results of $36mil in 1Q2023. Tin prices in the 1Q2024 were subdued at 25k-26k oer ton. So those who sold into that powerful move did well as the results were only $18 mil profit for 1Q2024 ; 50% lower than 1Q2023 !! But since end March 2024, tin prices have skyrocketted to 32k-34k per ton, and now doing 33,300 per ton. Meanwhile the stock collapsed from 3.47 to 2.48 , a drop of $0.99 in one month !! So now is a good time to accumulate after a big fall in share prices and a sharp increase in tin prices for the 2nd Quarter 24 , to anticipate a good 2Q2024 result out early Aug 2024. The following insights were announced/revealed/noticed during the Conference Call shortly after the 1Q 2024 results :
1 Tin division profits will be higher from higher tin prices
2 Sale of slag will bring in maiden revenue from new source
3 Smelting of intermediates going on with earnest.
4 Smelting of in house tin will provide good revenues
5 Smelting of 3rd party local sourced tin also going on
6 Smelting of foreign imported tin (from Congo etc ) resumed providing smelting division with good business
7 The decommissioning of the Butterworth smelter will reduce MSC's overall costs by 30%. Sure to be a positive boost to the bottomline.
The 2Q2023 net profit was $28 mil.
I believe with all the positive catalysts mentioned above, the 2Q2024 net profit should be higher than 2Q2023.

Posted by hw0706 > 2024-07-08 20:52 | Report Abuse

FV shall be below 2.40.

Posted by KClow > 2024-07-09 16:44 | Report Abuse

w0706

FV shall be below 2.40.

19 hours ago

PLZ DONT TALK KOK HERE LA

Posted by GreenMinerMSC > 2024-07-11 10:30 | Report Abuse

Somebody makan 130k at 3.00 in one order !! Got committed bull entering the stock 😀

Posted by GreenMinerMSC > 2024-07-11 10:33 | Report Abuse

If it clears 3.47 recent high , will head to close the gap at 3.89

Posted by diuleiloumei > 2024-07-11 23:37 | Report Abuse

If...if...if....

Posted by serbatipu > 2024-07-13 18:41 | Report Abuse

Tin price drop liao

Posted by VincentTang > 2024-07-14 18:38 | Report Abuse

Tin price big drop to 33568 now

Posted by GreenMinerMSC > 2024-07-15 10:28 | Report Abuse

Looks like MSC stock price is following Tin's price very closely 😏. Malacca Securities report mentioned that we are in a commodity upcycle , that should be positive for MSC. Also the US$ is in a gradual spiral downwards with Powell signalling US rate cuts looming in the horizon , and since commodity prices move inversely to the US$ movements, tin is poised for better days ahead. Stay tuned for more exciting updates as we keep an eagle eye for fund flows out of the US mkts to the deeply undervalued Emerging Mkt space.

Posted by VincentTang > 2024-07-16 22:18 | Report Abuse

Tin price big drop to 32827 now

Posted by VincentTang > 2024-07-18 22:44 | Report Abuse

Tin price big drop to 31708 now

Posted by speakup > 2024-07-19 07:46 | Report Abuse

Aduh!!!!!
Boo chow

Posted by troy88 > 2024-07-24 11:07 | Report Abuse

Tin is a damn volatile commodity. If not good at trading this commodity then better stay out

Posted by KClow > 2024-07-24 18:30 |

Post removed.Why?

Posted by GreenMinerMSC > 2024-07-25 16:33 | Report Abuse

All metals getting hammered. Tin is no exception ; now 29k level

Posted by fregend > 2024-07-25 17:09 | Report Abuse

waiting cheap ticket

Posted by apalumaolagi > 2024-07-25 18:34 | Report Abuse

ASP used for coming Qr should be around USD 32k, compare to previous Qr USD 26k.
additional USD 6k, Qr result on Aug, should be quite solid

Posted by goldmanbull > 2024-07-31 16:25 | Report Abuse

Can hoot now?

Posted by abc333 > 2024-08-02 09:40 | Report Abuse

QR shall record big profits.

Posted by fregend > 2024-08-02 12:04 | Report Abuse

wow bleeding now

Posted by GreenMinerMSC > 2024-08-02 14:09 | Report Abuse

Affin Hwang came out with a note saying earnings will come in between 20-25 mil for 2Q24. They maintain their Sell recommendation with an unchanged target price of $2.30. They think the mining side will do well but the smelter side will not as their tolling operations will be impacted by the export ban/constraints of tin from Myanmar and Indonesia.

Posted by zildjian > 2024-08-04 00:38 | Report Abuse

come on 1.800

Posted by kl_guy > 2024-08-04 12:29 | Report Abuse

next support level rm2.38 at 200MA.

Posted by kl_guy > 2024-08-05 12:44 | Report Abuse

look like break 200MA...next support rm2.05.
I feel this is over sold .

Posted by fregend > 2024-08-05 12:45 | Report Abuse

tin price start rebound, war will spike commodity?

Posted by GreenMinerMSC > 2024-08-05 12:49 | Report Abuse

MSC today closes lobang formed at $2.20 (08/03/2024) and $2.22 (11/03/2024) just when it started to blast off ahead of 1st Q 2024 earnings !!

Posted by kl_guy > 2024-08-05 12:50 | Report Abuse

look like break 200MA...next support rm2.05.
I feel this is over sold .

Posted by Limcken > 2024-08-06 01:05 | Report Abuse

Game over

Posted by kl_guy > 2024-08-06 09:50 | Report Abuse

this might be a good chance to pick up. When everyone is bearish , is it time to be bullish.

Posted by 0PTech > 2024-08-09 03:11 | Report Abuse

i dump my idea on 1.68 and will get in somewhat around 1.29.

Posted by abc333 > 2024-08-09 09:36 | Report Abuse

tin price break MA20, rebound to 31300 , more to come

Posted by fregend > 2024-08-12 10:56 | Report Abuse

seems like many get washed out

Posted by GreenMinerMSC > 2024-08-12 11:13 | Report Abuse

MSC doing 2.43 !! Understand Conference Call 15th Aug.