Posted by Mr.Sm Invest123 > 2021-09-23 18:26 | Report Abuse

tomorrow mari 15

Posted by BASforce > 2021-09-23 20:24 | Report Abuse

personally 14 should be no problem

Posted by Powerplay666 > 2021-09-23 20:52 | Report Abuse

When a stock climbs few ringgit consecutive days nonstop , it means that the insiders know that the fair value is still a long way off. Case examples Sam and Genetec. Don't miss this train.

Posted by investor2021trading > 2021-09-23 21:02 | Report Abuse

Covid-19 has caused two global pandemic:

1st is d demand for rubber gloves in healthcare.
2nd is d demand for silicon chips for automobile.

Impacts of the shortage is now more visible on auto industry!
The auto industry has taken a big hit during the pandemic due to a shortage in silicon chips.

Posted by Powerplay666 > 2021-09-23 21:33 | Report Abuse

Pmbtech next coming qr is going to be humongous because price of silicon more than doubled in the month of September alone. Insane.

Posted by Mr.Sm Invest123 > 2021-09-24 00:27 | Report Abuse

Powerplay666 @ next QR & onwards should be very good.

Posted by mf > 2021-09-24 07:23 | Report Abuse

Dow Jones 34,764.82 +506.50 1.48%
Nasdaq 15,052.24 +155.396 1.04%

Posted by Mr.Sm Invest123 > 2021-09-24 07:52 |

Post removed.Why?

Posted by Mr.Sm Invest123 > 2021-09-24 07:55 | Report Abuse

TP today RM14.56

Posted by amiyo2277 > 2021-09-24 09:39 | Report Abuse

There was a fire accident yesterday. Hopefully not so serious

Posted by BlessedInvestor > 2021-09-24 09:52 | Report Abuse

https://www.echemi.com/cms/350702.html

Silicone: Under the background of dual energy consumption control, 90% of the production capacity of the high-energy-consuming industrial silicon industry is limited, and the price has risen rapidly from 16,000 yuan/ton to more than 30,000 yuan/ton. About 40% of the downstream part of industrial silicon is used in organic silicon, which also leads to a shortage of organic silicon raw materials. At present, Tangshan Sanyou, Hubei Xingfa, Shandong Jinling, Luxi Chemical, Zhejiang Zhongtian, Inner Mongolia Hengye Cheng, He Sheng Silicon Industry and a number of companies closed the offer without quotation. Manufacturers have tight supply, limited orders, and pre-orders are the main priority. The bulk cargo price has been quoted to 43,000 yuan/ton. Some companies said that in the past, they have risen by a thousand or eight hundred, but recently they have risen by several thousand and several thousand, which is not crazy.

Posted by BlessedInvestor > 2021-09-24 09:53 | Report Abuse

Look like no short term fix to china power problem.

Posted by mf > 2021-09-24 11:55 | Report Abuse

tp rm14.60

Posted by Mr.Sm Invest123 > 2021-09-24 14:30 | Report Abuse

BlessedInvestor right it take long term to fix ... mari mari >RM20.00

Posted by lulueveryday > 2021-09-24 15:32 | Report Abuse

fly like Genetec :)

Posted by Ahahah > 2021-09-24 17:33 | Report Abuse

Look like people start to take profit.

Posted by Powerplay666 > 2021-09-24 17:53 | Report Abuse

Next week will fly. Today the silicon metal price closed at usd61,125 per tonne!
For comparison sake, it was usd41,196 on 19 September and usd14,308 on 13 July!
Accumulate before it's out in the radar!
Reference from www. sunsirs.com

Posted by Mr.Sm Invest123 > 2021-09-24 18:02 | Report Abuse

hold tight please

Posted by Powerplay666 > 2021-09-24 18:03 | Report Abuse

Once the funds realise this, they will be all over this stock like Sam and Genetec.

Posted by Engteng9688 > 2021-09-24 18:05 | Report Abuse

Paragon anak PMBtech fly

Posted by Powerplay666 > 2021-09-24 20:31 | Report Abuse

Correction to the above numbers per tonne.. It's in remimbi not usd. Tq

Posted by Powerplay666 > 2021-09-24 21:12 | Report Abuse

Go join tapdance(obscure investment ideas) Public telegram group. Excellent coverage only on pmbtech and silicon prices and industry.

Posted by Ny036 > 2021-09-24 21:32 | Report Abuse

powerplay666: can u help give the web site to check the silicon metal price. i cant find it.

Posted by Powerplay666 > 2021-09-24 21:38 | Report Abuse

Ny036, information can be found in tapdance (obscure investment ideas) * telegram group. Just join. The latest chart is there

Posted by hallick > 2021-09-24 21:49 | Report Abuse

Silicon is not only used in the construction industry, but high tech equipment like computer chips, solar panels, and transistors are all made up of silicon. The fact that silicon can act as a semiconductor , by allowing control of electrical current, makes it ideal for virtually all electronic equipment.

Silicon supplements are also used as medicine. Some people take silicon by mouth for weak bones ( osteoporosis ), heart disease and stroke ( cardiovascular disease ), Alzheimer's disease, hair loss, and improving hair and nail quality. It is also used for skin healing and for treating sprains and strains, as well as digestive system disorders.

Posted by Ny036 > 2021-09-24 21:51 | Report Abuse

thanks powerplay666

Posted by hallick > 2021-09-24 22:32 | Report Abuse

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.

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 PMBT 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.

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, PMBT will emerge as one of the lowest cost producer in the world.

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

Posted by Powerplay666 > 2021-09-24 22:53 | Report Abuse

According to the article above, pmbtech newly expanded capacity is for 72,000 tonnes annually. At current silicon prices of 61k remimbi or rm40k per tonne, that's annual forward revenue of rm2.8 billion for fy22. Earnings of 280 million if assuming profit margin of 10 %.
Totally back of the envelope calculation. Anyone would like to add/disagree with that? It seems quite viable to me. I checked the numbers and rechecked.

Posted by investor2021trading > 2021-09-25 10:34 | Report Abuse

"Who said Oil Palm Plantation is d only Sunshine Industry?"

“Semiconductor industry n players has to keep expanding as technology evolves. It is not the typical manufacturing industry where you build a factory and it could last for 20 years. For semiconductor firms, they have to keep investing in new wafer fabs. It is like a forever sunrise industry, because d manufacturers of automobiles n electronics are forever chasing them.

Posted by calvintaneng > 2021-09-25 10:48 | Report Abuse

Posted by investor2021trading > Sep 25, 2021 10:34 AM | Report Abuse

"Who said Oil Palm Plantation is d only Sunshine Industry?"

“Semiconductor industry n players has to keep expanding as technology evolves. It is not the typical manufacturing industry where you build a factory and it could last for 20 years. For semiconductor firms, they have to keep investing in new wafer fabs. It is like a forever sunrise industry, because d manufacturers of automobiles n electronics are forever chasing


This morning Calvin very very happy to hear this quote

"Who said Oil Palm Plantation is d only Sunshine Industry?"

Let Calvin repeat in BOLD LETTERS

"WHO SAID OIL PALM PLANTATION IS D ONLY SUNSHINE INDUSTRY?"

Whoever said the above phrase must be very BULLISH ON PALM OIL

Calvin totally agree!

But of course there are other good industries out there

Only Calvin thinks Palm oil will be "A BRIGHT SHINING STAR AS VERY HIGH PROFIT GROWTH PHASE IS ONGOING"

Posted by Mr.Sm Invest123 > 2021-09-25 11:10 | Report Abuse

I didn't see any update of Minutes of 19th Annual General Meeting 2021 on PMBTECH's website.
Who have this AGM minutes ?

Posted by samchong6891 > 2021-09-25 14:59 | Report Abuse

Hallick is you mean pmb double up the current capacity ?

Posted by Mr.Sm Invest123 > 2021-09-25 21:49 | Report Abuse

September 21, 2021
5:14 PM +07
Last Updated 5 days ago
Energy
Solar industry demand raises temperature in silicon market

https://www.reuters.com/business/energy/solar-industry-demand-raises-temperature-silicon-market-2021-09-21/

Posted by Mr.Sm Invest123 > 2021-09-25 21:53 | Report Abuse

http://www.asianmetal.com/SiliconPrice/Silicon.html

Posted by Mr.Sm Invest123 > 2021-09-25 22:00 | Report Abuse

Silicon metal shortage to intensify as Yunnan cut production
September 14, 2021 PV InfoLink

https://www.infolink-group.com/en/solar/analysis-trends/Silicon-metal-shortage-to-intensify-as-Yunnan-cut-production

Posted by Mr.Sm Invest123 > 2021-09-25 22:01 | Report Abuse

24 Sep 2021 Chinese silicon metal market prices by region Chinese silicon ... China Silicon Metal Production Process Research Report 2021

http://www.asianmetal.com/SiliconPrice/Silicon.html

Posted by ceoshare > 2021-09-25 22:14 | Report Abuse

Tesla will mine its own lithium, make its own lithium-ion batteries for electric vehicles (EVs) and use more silicon and nickel in these cheaper batteries, the world’s biggest EV maker said on Tuesday September 22.

Posted by ceoshare > 2021-09-25 22:18 | Report Abuse

IF PMB said, our company might get potential EV order from US, the share price sure easily up RM 40.00

Posted by hallick > 2021-09-25 22:23 | Report Abuse

Yes ... PMBTECH had double its production from 36,000 mtpa to 72,000 mtpa up to now, up to its 2nd phase project expansion from 4 phase development of 64 hectares ..

ADVANTAGES OF PMBTECH SILICON

Logistic Cost Advantage : Strategically located between the East and the West, Malaysia is located at the straits of Malacca, home to Singapore Port & Port Klang, Malaysia, two of busiest port in the world where shipping rates are favourable.

Locally Sourced Raw Material : Malaysia has readily available raw material which ensures consistency in supply.

Abundant Green Power Supply : Blessed with high rainfall and an abundance of rivers, Sarawak provides affordable, renewable energy through hydropower developments .. 1st hydroelectric plant (HEP) at Batang Ai (108 MW) in 1985, with Bakun HEP in 2011 (2,400 MW), followed by Murum HEP in 2014 (944 MW). Baleh HEP is still under construction & expected to be commissioned by 2025. That will make total capacity 3,452 MW.
source : sarawakenergy.com

CHINA SUPPLY OUTLOOK
Silicon & Aluminium price on a tear

Both silicon & aluminium price soars to their 3-year high. While global solar energy demand drove the recovery from March lows, it was actually news about China changing their environmental policies that fuels the price trend.

China produces more than 50% / 60% of the world’s aluminium / silicon. As mentioned earlier, it takes a great environmental toll to produce these materials. Now that China pivots its environmental concern policies, coal-fired power plants will be discontinued hence potentially shrinking production rates and altering supply-demand balance outlook.


SILICON AS AN ESSENTIAL MATERIAL FOR SOLAR & EV ECONOMY

Solar – The basic component of a solar cell is pure silicon, which also has been used as an electrical component for decades.

Polysilicon (a purer form of silicon) is in acute shortage because of vigorous solar module demand. Over 90% of the current solar cell market is based on silicon currently.

Electronic Vehicles (EV) – Elon Musk announced that Tesla will use more Silicon to replace Cobalt in producing its batteries for its future generation models.

The strategy poise to make Tesla EV a lot more affordable and is seen to be adopted by other EV battery vendors.

AGGRESSIVE CAPACITY EXPANSION

PMBT is undergoing an aggressive expansion plan to meet the world’s silicon demand is impeccable.

Located in Samalaju Industrial Park in Bintulu, Sarawak, it had double production capacity from 36,000 mtpa (1st phase) to 72,000 mtpa (phase 2), current phase.

The co.’s corporate plan indicates that the plant size is of 64 hectares and is suitable for 4 phases of development.

TRADE WAR

Trade war distorts the global supply chain. PMBTECH stands to capture higher market share as a neutral Malaysian producer.

Meanwhile the company’s markets are mainly in Europe and America where there are trade barriers against the Chinese suppliers.

CATALYST

Solar and EV drives silicon demand

Production capacity expands by 2x in 2021

Tesla battery revolution drives more silicon for anode material

Trade war for higher market share

Posted by Mr.Sm Invest123 > 2021-09-25 22:27 | Report Abuse

EU silicon prices surge on Chinese output cuts
Published date: 20 September 2021

Share:
European silicon prices have surged to 15-year highs on sharp output cuts in China and record high regional gas prices, forcing multiple large consumers to approach the market after cancelled deliveries.

https://www.argusmedia.com/en/news/2255658-eu-silicon-prices-surge-on-chinese-output-cuts

Posted by John88820202021 > 2021-09-25 23:08 | Report Abuse

Still on track 16 18 20 coming.

Posted by hallick > 2021-09-25 23:23 | Report Abuse

It's like silicon price to be like gold price ... since multiple use of silicon especially in high tech equipments like computer chips, solar panels, construction industry, in health & medical supplement, and demand for EV had increase much further the use of silicon ..

Silicon stood as one of the great semiconductor material, looks likely to become a driver of international competition in the coming decades.

Posted by Mr.Sm Invest123 > 2021-09-26 08:23 | Report Abuse

tomorrow RM16 18 20 is coming.

Posted by HamsterHuat > 2021-09-26 09:04 | Report Abuse

my Main worries....Evergrande saga

Posted by investor2021trading > 2021-09-26 09:59 | Report Abuse

Evergrande is 'too big to fail', says analyst.

China injects $25 billion into banking system during Evergrande crisis on 22/09/2021.

Posted by Cakes Moon > 2021-09-26 12:29 | Report Abuse

Pmbtech going to chase after Genetech?

Posted by investor2021trading > 2021-09-26 12:48 | Report Abuse

gives three reasons why u said PMBTech is chasing Genetech! some says Greatech is among d Big3 of tech in bursa! n some said all d Big3Tech r not fully EV compliant?

Posted by Michael Kwok > 2021-09-26 13:25 | Report Abuse

Correction looming.Possible down to below rm 10 if rm 10.8(cant hold at 4pm on the day).

Posted by PureBULL ... > 2021-09-26 14:12 | Report Abuse

RECHARGEABLE BATTERY will be the largest biz in our world.

Prof Dyson is 1st to sell vacuum cleaner using rechargeable battery. Its price is super high, 10 X the regular type n yet the demand is so good.
this is unbelievable world we r all into.


Huge endless demand is coming from:
EV n
ES simultaneously for solar n wind Energies Storage.

Cobalt is best metal but v limited in supply on earth. the biggest supply comes from Congo, an unstable country that could cause trouble to EV.Economy.
Lots of researches r on going with combination of metals.

Silicon is top on the list as its raw material is found abundantly everywhere on earth.
Downside is Si expands 3 times on recharging.
Scientists r using Si nano.tech but still need to perfect the processes for fast charging, long lasting n safety.

Stocks doing EV.METAL biz will all become giant co in a shortest time frame!

Posted by Great80 > 2021-09-26 14:47 | Report Abuse

Most of them who r giving -ve comments here r not buy single share in tis company...I don't know y they r very busy in tis forum...