Posted by tapdance > 2020-12-07 20:49 | Report Abuse

https://klse.i3investor.com/blogs/tapdance/2020-12-07-story-h1537446815-Low_Risk_High_Return_10_PMB_Technology_PMBT.jsp

Posted by telusdansuci > 2020-12-07 22:30 | Report Abuse

Silicon prices rose for two consecutive months and prices continued to rise last week , with price of non-Oxygenated #553 silicon in east China at 13,000 yuan/mt and those of Oxygenated # 553 silicon at 14,200 yuan / mt . More good news to come for PmbTech . Boleh Tetap Boleh .

Posted by tapdance > 2020-12-09 09:29 | Report Abuse

Hi admin, pls bookmark this page to pmbt thx - https://klse.i3investor.com/blogs/tapdance/2020-12-07-story-h1537446815-Low_Risk_High_Return_10_PMB_Technology_PMBT.jsp

Posted by Mr.Sm Invest123 > 2020-12-11 23:15 | Report Abuse

TapDance) Low Risk High Return (10) – PMB Technology (PMBT)
Author: tapdance Publish date: Mon, 7 Dec 2020, 10:15 AM
Close


Summary



Today’s PMBT bears a striking resemblance to the 2016’s Press Metal (PM) – which has grown by +1,000% in 2 years’ time.

PMBT is banking on Silicon as an essential material for our future economy.

Silicon is the basic material for solar industry.
Tesla intends to replace cobalt with silicon for its batteries.
China alters global silicon supply demand balance as it pivots on environmental friendly policies.
These factors drove silicon price to a fresh 3-year high.

Majority own and manage by the Koon family, PMBT and PM are of the same playbook. More importantly when PM started off with less resources and market recognition in the past, today’s PMBT – leverage on experience acquired and the market respect from PM – earning will ramp up swifter.

Eventually share price trajectory will follow suit.



Description

Press Metal (PM) – one of the most efficient and lowest cost aluminium producer globally is a majority shareholder of PMB Technology (PMBT). Both companies are mange by the Koon brothers. In late 2019, PMBT disposed its aluminium business (to PM) to stay focus as a silicon provider.

Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products.

Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others.

In addition, silicon metal is the base material in the production of polysilicon, a purified form of silicon used in solar cells and semi-conductors.

In summary, Silicon demand will be driven by solar and electronics in many years to come, whilst supported by its widely adopted application in various industries currently.



Growth factors



Management and efficient Hydro power supply
The competitive advantage of the PM series of companies lies in its lean production cost. On top of the very capable management strength, the ultra-competitive position is because of its power procurement contract with Sarawak Energy i.e. Bakun Hydropower.

Aluminium and Silicon production requires substantial amount of power. Energy cost as a single cost component weights more than 40% of the total production cost. The availability of an efficient energy sources alone determines the survival rate of the business.

By securing the ultra-competitive Bakun hydropower supply contract – which is one of the lowest in the world, PM has and PMBT will emerge as one of the lowest cost producer in the world.

Meanwhile PMBT is already position at the middle to lower quartile of the global cost curve despite starting out as a green field player only in 2019. Further improvement is on sight.

Below snapshot from the PMBT’s website confirms and mentions about its advantages:



China supply outlook – Silicon and Aluminium price on a tear

Posted by Mr.Sm Invest123 > 2020-12-30 23:16 | Report Abuse

Pmetal up & pmbtech up too

Posted by telusdansuci > 2020-12-31 10:10 | Report Abuse

Yes , both also must up because abang and adik counter . Today closing should push up the shares price to show all of us PMETAL and PMB TECH boleh dan tetap boleh for year ended 2020.

Posted by Mr.Sm Invest123 > 2020-12-31 15:03 | Report Abuse

Telusdamsuci love u @ Cheers happy new year 2021.

Posted by AtomicHabits > 2021-01-01 20:06 | Report Abuse

Mr. Sim invest123, u have any info who are the buyer of pmbtech.

Posted by Mr.Sm Invest123 > 2021-01-03 12:11 | Report Abuse

AtomicHabits I know

Posted by telusdansuci > 2021-01-04 10:24 | Report Abuse

KENANGA RESEARCH reaffirm OP with target price RM 9,75 given to PMETAL . How you see the target price of PMB TECH . My prediction should be at least above RM 5.50 .Counter yang boleh tetap boleh .

Posted by telusdansuci > 2021-01-04 10:29 | Report Abuse

https://klse.i3investor.com/blogs/kenangaresearch/2021-01-04-story-h1539144223-Press_Metal_Aluminium_Strike_While_Still_Hot.jsp

Posted by Mr.Sm Invest123 > 2021-01-04 14:38 | Report Abuse

Short term Should over RM5. Long term should over RM7.00 and over

Posted by PureBULL ... > 2021-01-05 12:18 | Report Abuse

PMBTECH, a making of a big major producer of SILICON for EV battery, semicon, solar panels etc ...
this stock is 100% in SILICON with big expansion plan now. all its sub co sold to Pmetal.

PMBTECH has the look of big 4 gloves that began super bull on July 1st 2020 onwards...
It should fly very HIGH once its price passes the ATH = 470.

https://klse.i3investor.com/blogs/tapdance/2020-12-07-story-h1537446815-Low_Risk_High_Return_10_PMB_Technology_PMBT.jsp

Posted by telusdansuci > 2021-01-06 11:26 | Report Abuse

This coming quarterly results should be a big improvement for PmbTech due to high demand for metallic silicon .When demand high will bring the shares price of Pmb Tech more higher . No regret for holding this counter and Pmetal counter . Boleh Tetap Boleh .

Posted by amateurJR > 2021-01-06 14:23 | Report Abuse

This counter involved in silicon carbide? Need to study further.

Posted by Mr.Sm Invest123 > 2021-01-06 18:19 | Report Abuse

Telusdansuci @ hold tight tight. Love it

Posted by Mr.Sm Invest123 > 2021-01-07 22:53 | Report Abuse

券商 ：肯纳格证券研究
投资建议 ：跑赢大市
目标价 ：9.75令吉
闭市价 ：8.25 令吉（截至1月5日）
每股盈利 ：24.3 仙（2021财年估计）
本益比 ：34.5倍（2021财年估计）
股息收益率 ：1.2%（2021财年估计）

随着平均价格的增长、较低的成本结构以及新增的42%产能，齐力工业（PMETAL，8869，主要板工业）2021财年收益将写下新纪录。此外，基于该股去年表现抢眼及铝价前景光明，该行认为该股仍有上涨空间。

尽管氧化铝价格在2020年财年末季随着铝价上扬，但原材料价格的涨幅并不大；氧化铝成本仅占铝价格的15.4%，这意味着，随着利润的提高，齐力工业末季表现可能会走强，2021财年可能取得创纪录的收益。

由于经济体重新开放提振需求，带动乐观情绪，铝价在上周四达到3年来新高。同时，在供需不匹配的前提下，铝价仍有上行空间。

此外，齐力工业去年一整年上涨了80%，是马股中表现最好的非手套股票，甚至在去年末季飙涨至8.53令吉历史最高点，这很大程度上是因为经济重新开放，受抑制的需求推动大宗商品上涨。

Posted by Mr.Sm Invest123 > 2021-01-07 22:56 | Report Abuse

This is based on the aluminium price up-cycle which is premised on a supply-demand dynamic mismatching, the research house told clients in a report.

PETALING JAYA: Although aluminium producer Press Metal Aluminium Holdings Bhd had an impressive run last year and was the best performer for a non-glove index stock, there is still upside, said Kenanga Research.

This is based on the aluminium price up-cycle which is premised on a supply-demand dynamic mismatching, the research house told clients in a report.

This in turn is attributable to a commodity rally which is happening as economies reopen and pent-up demand continues to unfold.

“In addition, FY2021 will be a record year with its 42% new capacity, boosting earnings.

“We reaffirm our outperform rating with a higher target price of RM9.75, “ Kenanga said.

The stock rose to a high of RM8.52 yesterday valuing the company at over RM34bil.

Even so, the stock was not spared from the meltdown in mid-Mar 2020 where its share price plunged 48% from the beginning of the year to RM2.74 but it has since rebounded strongly by 205% from that low.

In 2020, the Press Metal stock had risen 80% making it the best non-glove performer for an index-stock.

Meanwhile, according to Kenanga, aluminium prices are at a three-year high.

Notably, the solid price movement is in line with the rally of other commodities.

In terms of the supply of aluminium, this is not expected to match robust demand, especially in China where the authorities have directed old environment-unfriendly plants to shut down, worsening supply-demand dynamics.

“As such, this could be the early stage of an price up-cycle; furthermore the current price is only about 4% above its 10-year mean of US$1897 per tonne.”

The research house also said although alumina prices have risen in tandem with rising aluminium prices in 4Q of 2020, raw material prices did not increase as much, at only 8% as compared to aluminium prices at 12%.

“As such, the cost of alumina only made up 15.4% to aluminium prices as opposed to 16% in 3Q 2020.

“This implies that Press Metal’s upcoming results are likely to be stronger with improved margins.

“Going forth, with rising prices and a lower cost structure coupled with the 42% new capacity, FY2021 will likely be a record-breaking year.“

Posted by PureBULL ... > 2021-01-08 03:41 | Report Abuse

Position for the biggest WAVE:
Apple, AAPL was happening. so many stocks in its supply chain flied non.stop till today...

Now is Tesla, TSLA just made its boss the richest man in the entire world.
D&O is supplying the high tech energy saving led lights for the interior n exterior of Tesla cars.
PMBTECH is into big thing, SILICON producer for the EV battery material, semicon, solar panels etc.
OSAT stocks in auto r UNISEM, MPI etc...

https://www.cnbc.com/2021/01/07/elon-musk-is-now-the-richest-person-in-the-world-passing-jeff-bezos-.html

Posted by PureBULL ... > 2021-01-08 07:47 | Report Abuse

ELECTRIC CAR, EV.THEME.PLAY of the world
Look at these shooting to the stars, the real McCoy r :

https://www.tradingview.com/symbols/NASDAQ-TSLA/
https://www.tradingview.com/symbols/SZSE-002594/
https://www.tradingview.com/symbols/NYSE-NIO/

Posted by PureBULL ... > 2021-01-11 10:39 | Report Abuse

Dare to dream a 5 bagger stock :
PMBTECH, the electric car material co is a brand new pure SILICON producer. This SILICON biz has super bright future ahead ...

The pure silicon anode is a key battery component. Our technology optimizes the Enevate anode performance through a combination of electrolyte formulation, cell design, and cell formation.

Enevate technology outshines other solutions with optimized cell designs that deliver significantly faster charging and longer vehicle range. Enevate has cracked the code: conventional Li-ion batteries can’t match this kind of scientific innovation.

https://www.enevate.com/technology/hd-energy-technology-overview/#puresilicon

https://www.enevate.com/revolutionizing-electric-vehicles/

https://www.linkedin.com/pulse/new-silicon-valley-how-lithium-ion-batteries-enable-disruptive-park/?published

Posted by Mr.Sm Invest123 > 2021-01-11 21:06 | Report Abuse

HLIB Research starts coverage of Press Metal, with target price at RM10 - http://www.theedgemarkets.com/article/hlib-research-starts-coverage-press-metal-target-price-rm10 (Share from StockHunter)

Posted by telusdansuci > 2021-01-14 12:34 | Report Abuse

After Pmetal up invisible hand expected to push PmbTech up also . Just be patience . ' Abang ' sure take care of ' adik ' punya . Tunggu above Rm 5.00 one ! Boleh Tetap Boleh .

Posted by PureBULL ... > 2021-01-14 17:12 | Report Abuse

pmetal is bakun dam so is pmbtech

PMBTECH's future is so bright as a brand new SILICON producer of the world at low cost.
an illiquid stock yet to be discovered by funds ...
PMBTECH is the electric car material stock. SILICON is the metal for the EV battery material, semicon, solar panels etc.

Posted by Mr.Sm Invest123 > 2021-01-14 23:51 | Report Abuse

Sure sure .. rm > 6-7 Soon

Posted by Mr.Sm Invest123 > 2021-01-14 23:52 | Report Abuse

Adik supply silicon metals to abang

Posted by telusdansuci > 2021-01-15 11:19 | Report Abuse

Profit already rolling in . Once the investment bank come out to promote this counter , PmbTech already Rm 5.00 - 6,00 iaitu sudah terlambat . Kaunter yang boleh tetap boleh . PmbTech dan Pmetal memang boleh dan tetap boleh .

Posted by telusdansuci > 2021-01-15 11:30 | Report Abuse

Be patience after Pmetal invisible hand will come over here . Boleh dan Tetap Boleh .

Posted by Mr.Sm Invest123 > 2021-01-15 20:56 | Report Abuse

I am waiting to see the big rocket

Posted by Mr.Sm Invest123 > 2021-01-16 08:59 | Report Abuse

中鋼（2002）昨（13）日拍板今年2月盤價，主力底材熱軋每公噸大漲2,200元，平均漲幅9.5%，價格和漲幅雙創三年11個月來新高，仍預留空間給下游用戶，預計子公司中鴻下周跟進。

Posted by PureBULL ... > 2021-01-17 05:47 | Report Abuse

The BEST investing concept n idea comes from reading newspaper.
Last year Jan now, main stream medias were reporting about this virus with no name yet.
n by 2 months later in early Mar 2020 it became pandemic.
i.e. the investing theme for stocks n naturally gloves were the best stocks to enter.

Days ago, report said TSLA made its owner the richest man on earth.
TSLA had sold 500,000 EV cars in 2020. These # r counting up exponentially, confirmed n affirmed. BYD n NIO r having fun too.
EV economy is just getting started. old cars can become obsolete n EV is the choice.
EV car material co in the supply chain will grow very fast into GIANT co !

Position early for this huge giant WAVE for the long haul, we must ...
Watch out for PMBTECH, PMETAL, D&O, UNISEM, MPI etc ...

https://finance.yahoo.com/news/bmw-aims-double-fully-electric-164854081.html

Join this happening Te le gram group. You can learn the knowhow of many sifu with time proven strategies n tactics for today's mkt: greatstockinvestors

Posted by mamatede > 2021-01-18 09:16 | Report Abuse

Thanks for all the profit. bye

Posted by telusdansuci > 2021-01-18 09:53 | Report Abuse

Just start moving only . Why so hurry give up. Peluang masih ada banyak lagi . Boleh Tetap Boleh .

Posted by mamatede > 2021-01-18 10:35 | Report Abuse

No la, it just met my aim thats all. Hope for the best for all.

Posted by Mr.Sm Invest123 > 2021-01-18 11:30 | Report Abuse

Finally over RM5. Next TP RM6.00 after CNY

Posted by Mr.Sm Invest123 > 2021-01-18 11:31 | Report Abuse

Wow n Great

Posted by mamatede > 2021-01-18 11:43 | Report Abuse

very good.

Posted by telusdansuci > 2021-01-18 12:12 | Report Abuse

Very fast investment bank will come over here to starts coverage of PmbTech . Boleh dan Tetap Boleh .

Posted by Mr.Sm Invest123 > 2021-01-18 12:53 | Report Abuse

Buy it now before announcement

Posted by mamatede > 2021-01-19 09:23 | Report Abuse

fuf so scary price now, so little volume and price swing so huge.

Posted by Mr.Sm Invest123 > 2021-01-20 08:35 | Report Abuse

TP over 6.00 today

Posted by Mr.Sm Invest123 > 2021-01-20 08:37 | Report Abuse

Accumulating buy more

Posted by Mr.Sm Invest123 > 2021-01-20 14:49 | Report Abuse

https://fb.watch/36ykT7ffB-/

Posted by gemfinder > 2021-01-23 09:07 | Report Abuse

The firm is engaged in the manufacturing and/or distribution of access equipment and other aluminium related products and distribution of extruded aluminium profiles and related building materials. The principal activities of the group are: Design, fabrication, and installation of aluminium curtain wall, skylight and facade works, Fabrication and installation of aluminium formwork system, Manufacturing and marketing of aluminium access equipment and Trading and distribution of aluminium related products and building materials. The group manufactures access equipment like ladders and scaffold tower. Majority of the company's revenue is derived from Malaysia.

Posted by gemfinder > 2021-01-23 09:07 | Report Abuse

I doubt pmb tech benefit from ev. Dun chase blindly

Posted by AtomicHabits > 2021-01-25 23:00 | Report Abuse

Gemfinder, for your info

https://www.klsescreener.com/v2/news/view/652600

Posted by AtomicHabits > 2021-01-25 23:01 | Report Abuse

PMB Technology Bhd chief executive officer Koon Poh Ming speaking to reporters after the company's AGM yesterdayin Kuala Lumpur.

KUCHING: PMB Technology Bhd’s diversification into metallic silicon manufacturing in Sarawak has paid off as the new business has bolstered its bottom line significantly.

The group’s new metallic silicon plant under phase one in Samalaju Industrial Park, Bintulu had boosted the company’s manufacturing and trading segment revenue to RM160.8mil last year, rose significantly by RM102.4mil from RM58.4mil in 2018 since the plant started its commercial operation last March.

According to chief executive officer Koon Poh Ming (pic), the higher revenue drove the segment’s profit to RM19.5mil from RM3.6mil or up by RM15.9mil year-on-year.

PMB Technology invested some RM320mil under phase one of the plant, which has an annual production capacity of 36,000 tonnes.

The plant had doubled its capacity to 72,000 tonnes per annum with the recent completion of the phase two project, said Koon in the company’s filing with Bursa Malaysia.

PMB Technology has funded the plant mainly from the proceeds of about RM212.3mil from a rights issue (for phase one) and private placement II, which netted about RM100.5mil (phase two).

To focus its resources in metallic silicon business as part of the company’s growth strategy to expand its revenue stream, Koon noted that PMB Technology had exited from the trading of aluminium extrusion business in Peninsular Malaysia and Sabah via the disposal of four companies in December last year.The four companies, namely PMB Central Sdn Bhd, PMB Northern Sdn Bhd, PMB Eastern Sdn Bhd and PMB Aluminium Sabah Sdn Bhd, were sold to PMB (Klang) Sdn Bhd for about RM44.4mil in cash.

PMB Klang is a wholly-owned subsidiary of Press Metal Aluminium Holdings Bhd (Press Metal), which is the single largest shareholder of PMB Technology. Both companies have common directors.

Meanwhile, Press Metal, which is South-East Asia’s largest aluminium smelter with annual capacity of 760,000 tonnes per annum produced by its two plants in Samalaju Industrial Park and Mukah, is expected to meet its target commissioning of its third smelter in the fourth quarter 2020.

The third smelter, currently under construction, will raise the group’s total production capacity up by 42% to 1.08 million tonnes per annum.

On the current year prospects, Koon noted that the outbreak of the deadly Covid-19 coronavirus has sent dark clouds over the global economy, where the scale and magnitude of the damage has yet to be ascertained.

“The commodity prices and the ringgit along with the regional currencies will continue to be influenced by external factors. This is especially from the effect of the supply disruption in China resulted by the coronavirus outbreak.

“The current exchange rates and the prices of silicon metal are expected to be volatile in the near future, ” he said in the notes to the company’s annual financials recently.

Koon said the local economy is expected to sustain largely by government spending in the transportation, infrastructure and housing development sectors.

Posted by mamatede > 2021-01-27 14:41 | Report Abuse

Solar counter now up up up oh.. Pmbtech is supply those Sillica to that industries. Collect

Posted by Bgt 9963 > 2021-01-28 08:54 | Report Abuse

Happy Thaipusam....!

Posted by Putrajaya666 > 2021-02-01 15:58 | Report Abuse

Tan Sri Koon became the Third riches man in malaysia !