Posted by rikki > 2021-02-03 12:12 | Report Abuse

https://www.klsescreener.com/v2/news/view/786085/global-silicon-wafer-shipments-up-5-in-2020-sales-at-us-11-17b

Posted by mamatede > 2021-02-03 15:26 | Report Abuse

pmetal = aluminium, Pmbtech = Aluminium downstream, metallic silica for concrete, chemicals and silicon industries...

Posted by JohnFarmer458 > 2021-02-04 23:57 | Report Abuse

sifu @PureBULL long time no see

Posted by JohnFarmer458 > 2021-02-05 10:27 | Report Abuse

I do not have telegram

Posted by VenFx > 2021-02-08 00:51 | Report Abuse

Dato koon has bag PARAGON UNION .
Guys do not miss it.

Posted by INVEST_AA > 2021-02-08 09:52 | Report Abuse

Sign of down trend and possibly some profit taking this week...

Posted by INVEST_AA > 2021-02-08 09:55 | Report Abuse

@VenFx.. pls show the credible source of koon has bag paragon. Otherwise its another hearsay / rumour...

Posted by Kimly2 > 2021-02-08 11:54 | Report Abuse

VenFx again, always give buy call after bought, make a lot of fake rumours

Posted by telusdansuci > 2021-02-08 12:12 | Report Abuse

That one is encik Koon Hoi Chun and not DATO' KOON ( Pmetal ) . Jangan mengelirukan kami ya.

Posted by INVEST_AA > 2021-02-09 09:00 | Report Abuse

Do not trust @VenFx statement then...

Posted by mamatede > 2021-02-09 22:46 | Report Abuse

https://www.theedgemarkets.com/article/china-solar-supplier-plans-huge-plant-meet-soaring-demand

Posted by mamatede > 2021-02-09 22:47 | Report Abuse

With pmbtech being the supplier of those raw materials for Solar.

Posted by mamatede > 2021-02-09 22:53 | Report Abuse

https://www.theedgemarkets.com/article/india-needs-spend-us14-trillion-more-clean-energy-shift

Posted by PureBULL ... > 2021-02-10 00:08 | Report Abuse

CONFIRMED from Pmetal annual report: the NEW.OWNER of PARAGON is the son of CEO of PMBTECH.

Posted by klee > 2021-02-14 00:59 | Report Abuse

Purebull.Why this stock no volume if so good?You are not repeating your topglove = harta+supermax+kossan shit here,are you.?

Posted by klee > 2021-02-14 08:38 | Report Abuse

Purebull,unable to answer my question on pmbtech vol?Now sidetrack to pmetal?Hahaha.

Posted by Sapodilla > 2021-02-14 15:41 | Report Abuse

Aluminum is so soft. How can aluminum be used for a metal for car? Crunch like Milo tin....aluminum is for coating. Non rusting but cannot provide for protection?

Posted by Mr.Sm Invest123 > 2021-02-14 22:15 | Report Abuse

Sapodilla @ please go to study in detail what is “silicone metals” thanks. And it’s application

Posted by Mr.Sm Invest123 > 2021-02-14 22:16 | Report Abuse

Sapodilla @ milo tin you can get from johortin.

Posted by Mr.Sm Invest123 > 2021-02-14 22:22 | Report Abuse

FYI.. https://www.mordorintelligence.com/industry-reports/silicon-metal-market

Posted by Mr.Sm Invest123 > 2021-02-14 22:26 | Report Abuse

Sapodilla @ material science engineering

Posted by Mr.Sm Invest123 > 2021-02-14 22:29 | Report Abuse

Purebull @ You are right

Posted by Mr.Sm Invest123 > 2021-02-14 22:32 | Report Abuse

Klee@ topglove = harta+supermax+kossan GG already. These four counter will continue dropping.

Posted by AtomicHabits > 2021-02-14 23:49 | Report Abuse

Sapodilla, pls read this.

https://www.hydro.com/en/aluminium/industries/automotive/

Posted by Mr.Sm Invest123 > 2021-02-15 09:37 | Report Abuse

AtomicHabits@ thanks so much

Posted by mamatede > 2021-02-16 15:50 | Report Abuse

https://www.reuters.com/article/us-bhp-group-au-results/bhp-sees-robust-china-demand-declares-dividend-bonanza-idUSKBN2AF1W0

Posted by Putrajaya666 > 2021-02-16 17:13 | Report Abuse

Thanks for the info guys

Posted by PureBULL ... > 2021-02-18 04:16 | Report Abuse

Posted by PureBULL ... > on Feb 14, 2021 5:46 AM | Report Abuse X

PMETAL being the cheapest producer of ALUMINIUM in the world has a huge prospect. KOON bros will be so RICH on world stage. Watch their corporate moves.
EV has to use Al. Being 3 times lighter than steel, EV can travel more miles per battery charge.
Only compact cars like the TESLA Model.3 uses special steel combined with aluminum to reduce cost.
All the big size car to SUV to truck n bus n lorry must use Aluminum.
A typical mid size car uses abt 200 kg of Aluminum.
U imagine how high can the new DEMAND be for Aluminum ...

n the heaviest stuff in EV is the battery pack.
In the near future, SILICON batteries are the latest tech for rechargeable batteries. PMBTECH, also the lowest cost producer of SILICON is position well for the huge mkt. Both PMETAL n PMBTECH r green producers of Al n Si using natural Bakun Hydro clean power.

Posted by mamatede > 2021-02-18 17:22 | Report Abuse

announcing share split soon.

Posted by Mr.Sm Invest123 > 2021-02-19 21:55 | Report Abuse

Should be

Posted by mamatede > 2021-02-20 12:11 | Report Abuse

https://www.youtube.com/watch?v=FYVVwjMSbDg&ab_channel=CNA

Solar panels expected to surge.

Posted by Mr.Sm Invest123 > 2021-02-21 10:34 | Report Abuse

Next TP 6

Posted by Putrajaya666 > 2021-02-23 21:29 | Report Abuse

1.Revenue 195m, earning merely 10.9m. Wait what????

2. PE 50 even with such small shares base (210mil ordinary shares excluding LA and WA conversion in future to dilute the eps) . PE 50 what???

3. Metallic silicon grade never been reveal, price is selling is unknown, bcz usage for different grade is utterly differ let alone solar this EV that. Grade what???

4. Pmbtech always been known to their low power cost, yet making insignificant profit in the end.

Aluminum is getting from pmetal, material cost shouldn't never in the equation at all. How's even possible the Ocean freight cost and finance cost could hurts the margin.

Skyrocketing operation cost, why?!

Question that must be answered before anyone and anymore buy in.

Posted by Mr.Sm Invest123 > 2021-02-23 22:10 | Report Abuse

Next q with full contribution from 2nd plant, profit will increase further

Posted by tapdance > 2021-02-23 23:07 | Report Abuse

On the uptrend. New capacity’s maiden quarterly contribution alone generates +138% / +44% segmental Revenue / EBIT growth.

Performance could have been better if not for the ultra-high shipping costs.

Capacity ramp up will be gradual and optimize (72k tons pa.) by end of 2021. Expect more to come.

Posted by tapdance > 2021-02-23 23:07 | Report Abuse

If the maiden contribution is only operating at 30% of its intended capacity, then EBIT from new capacity alone could potentially ramp up to RM20m i.e. ((13 - 7) / 30%). p/s: my experience says 1st quarter utilisation rate is more like ~20%; feel free to compute your own expectation.

Total EBIT after adding existing plant's contribution is RM27m per quarter, or RM108m pa.

$PMBTECH / 7172 (PMB TECHNOLOGY BERHAD) is currently valued at RM1,590m EV hence translates to 14.7x EV/EBIT. Not at all exorbitant as many thought.

On the other hand, $PMETAL / 8869 (PRESS METAL ALUMINIUM HOLDINGS BERHAD) is trading at normalised ~25-28x EV/EBIT. Can the same repeat in PMBT?

Posted by gemfinder > 2021-02-23 23:32 | Report Abuse

Scam counter

Posted by Putrajaya666 > 2021-02-24 12:56 | Report Abuse

Tapdance, will you post any latest writings for Pmbtech like last time? That great post it's so informative and helpful.

Posted by PureBULL ... > 2021-02-25 11:36 | Report Abuse

n the heaviest stuff in EV is the battery pack.
In the near future, SILICON batteries are the latest tech for rechargeable batteries. PMBTECH, also the lowest cost producer of SILICON is position well for the huge mkt. Both PMETAL n PMBTECH r green producers of Al n Si using natural Bakun Hydro clean power.
18/02/2021 4:16 AM
+++++++++++++++++++++++++++++++++++
PMBTECH = can not go down = must fly up = a potential 2 - 3 bagger stock in early making ...
when its trading vol builds up, so will be its liquidity ...

Posted by telusdansuci > 2021-02-25 11:39 | Report Abuse

No worry once the abang counter rehat then they will come over to PmbTech . My target price Rm 6,00 and above . Tunggu dan lihat ya . Abang will surely take care on counter adik .Boleh dan tetap boleh .

Posted by telusdansuci > 2021-02-25 12:23 | Report Abuse

My prediction once reached to Rm 6.00 its will never come down back below my target price because counter yang boleh tetap boleh . By the way PmbTech is run by a very good management team . Tunggu dan lihat . Boleh tetap boleh .

Posted by Mr.Sm Invest123 > 2021-02-25 13:50 | Report Abuse

Accumulating more n more. Long term TP over 10

Posted by Mr.Sm Invest123 > 2021-02-25 13:52 | Report Abuse

telusdansuci @ we have same prediction

Posted by telusdansuci > 2021-02-25 14:36 | Report Abuse

Thank you @ Mr. Sm Invest 123 ,our prediction will surely come true . The only thing is be patience ( sabar ) and trust the management of Pmetal and PmbTech . Boleh dan tetap boleh . PMETAL can make it no reason for PMBTECH can't make it .

Posted by Mr.Sm Invest123 > 2021-02-25 22:54 | Report Abuse

Global serious shortages... price up
High-purity silicon metal is used by many industries. In the chemical industry it is used for producing silicon compounds as well as silicon wafers used in photovoltaic solar cells and electronic semiconductors. ... When used with aluminum, silicon improves its c

Posted by Mr.Sm Invest123 > 2021-02-25 22:57 | Report Abuse

Global shortages...
Silicon metal is a grey and lustrous semi-conductive metal that is used to manufacture steel, solar cells, and microchips. Silicon is the second most abundant element in the earth's crust (behind only oxygen) and the eighth-most common element in the universe. Nearly 30 percent of the weight of the earth's crust can be attributed to silicon.

Posted by PureBULL ... > 2021-02-27 16:46 | Report Abuse

In stock selection, go for the real McCoy in theme.play.
Never buy sympathy play of same sub sector stock ex. D&O is the Ms U stock n not jhm n others.
GREATEC n not Mi n others.
MPI, UNISEM n INARI n not others .,. .,.

EV.CAR material is PMETAL, PMBTECH, MSC n not all the steel stocks

WHY? bcos next QR PAT comes fast. That next # must grow UP bigger or .,. .,. .,.

Posted by Mr.Sm Invest123 > 2021-02-27 20:27 | Report Abuse

Fly soon

Posted by mamatede > 2021-03-01 09:00 | Report Abuse

New market https://www.theedgemarkets.com/article/johor-set-become-leading-solar-power-producer-southeast-asia

Posted by bulltrading > 2021-03-01 17:02 | Report Abuse

I hear many covid19 cases happened in factory. True?