Posted by alanchinyikloon > 2021-11-03 13:57 | Report Abuse

looks like very weak and keep dropping, wondering what's that PMB telegram group doing...

Posted by alanchinyikloon > 2021-11-03 13:57 | Report Abuse

must be buying more and more to average up their losses

Posted by skyhin > 2021-11-03 15:50 | Report Abuse

Aaron wanna buy at 711..... Like market....

Posted by SpartanXoXo > 2021-11-03 16:09 | Report Abuse

who in their right mind would buy, if a stock falls from 16 to 11/7..etc

Posted by Aaron_tan > 2021-11-03 17:25 | Report Abuse

today china silicon straight drop 3k from 38k to 35k ...

many still in state of denial especially in the telegram said pmtbtech not related to china silicon price

last time as i said, pmtech suddenly from 7 go to 14 is due to china silicon output drop.

but many thought tesla just formed last month or smart phone just come out yesterday and suddenly need a lot silicon

Posted by alanchinyikloon > 2021-11-03 18:16 | Report Abuse

agree with u, the telegram group certain fella can't even accept ppls open advice. other group members will be in danger by following this kind of leader

Posted by alanchinyikloon > 2021-11-03 18:17 | Report Abuse

they only good in shouting the 20, 30, 40 targets every day

Posted by alanchinyikloon > 2021-11-03 18:17 | Report Abuse

they only like to hear good stories, but not neutral analysis

Posted by investor2021trading > 2021-11-03 18:35 | Report Abuse

Genetec's n Sam's share price were up but PMBTECH dropped for a week.

Aaron_tan said aluminum price dropped but Mr.Sm Invest123 said US silicon metal price nearly triples in 7 weeks, makes US priciest region!

idk, it's best to buy n hold! chance to buy more when price dropped!

Posted by Ahahah > 2021-11-03 20:08 | Report Abuse

PMB product is not exported to China. We need to look at Europe price.

Posted by Aaron_tan > 2021-11-03 20:19 | Report Abuse

Oh when up said related, when down said
Non related

Posted by Powerplay666 > Oct 14, 2021 6:10 PM | Report Abuse

Silicon price is at 55000 yuan per tonne now and will likely stay over the 50000 mark until next year. The huge spike to 60000 yuan earlier was not sustainable as the July prices were only 14000 yuan. Pmbtech is still set for huge profits in the coming year.

Posted by Aaron_tan > 2021-11-03 20:20 | Report Abuse

Posted by Mr.Sm Invest123 > Oct 11, 2021 11:03 PM | Report Abuse

山西洪灾60煤矿停产 中国煤炭价创新高

（郑州11日讯）随着暴雨和洪灾导致中国最大煤炭产区的更多煤矿关闭，中国动力煤期货创下盘中新高。



据第一财经报道，洪灾已导致山西省682座煤矿中的60座停产。山西省的煤炭产量占到中国今年供应总量的30%，众多煤矿停产使得威胁到中国经济的能源危机进一步恶化

Posted by Aaron_tan > 2021-11-03 20:22 | Report Abuse

Posted by BlessedInvestor > Sep 24, 2021 9:52 AM | 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 Yezzy99108 > 2021-11-03 21:18 | Report Abuse

seems no power to rally and losing steam

Posted by alanchinyikloon > 2021-11-03 22:04 | Report Abuse

in short, will it still will be on the rise?

Posted by alanchinyikloon > 2021-11-03 22:04 | Report Abuse

Need Sifus advice pls

Posted by Aaron_tan > 2021-11-03 22:14 | Report Abuse

Go ask in the telegram, all seafood are there especially the skyhin

Posted by Vaccineyes > 2021-11-04 08:42 | Report Abuse

Will riae. Hold. Keep faith

Posted by Aaron_tan > 2021-11-04 10:42 | Report Abuse

The only hope for pmbtech is the coming quarter result.

Posted by Aaron_tan > 2021-11-04 12:07 | Report Abuse

Ny036 dont say sp negative, later seafood dick you lol

Posted by Aaron_tan > 2021-11-04 13:55 | Report Abuse

Seafood here only want listen up only
Tp 50 will make them high whole day

Posted by Mr.Sm Invest123 > 2021-11-04 18:49 | Report Abuse

Oct 28,2021 14:04CST
Source:SMM

From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

SHANGHAI, Oct 28 (SMM) – From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

The insufficient power supply will inevitably lead to a decline in the output in Q4. The impact of the dual control of energy consumption is more significant on the supply of silicon. The major silicon metal producing regions including Yunnan, Xinjiang, Sichuan will have to cut the production, where the silicon plants cannot maintain the normal production from September to November. The power shortage also restricts the production. The downstream production in the major silicon consumption areas in east and south China has been mostly resumed after the short-term production restrictions.

The silicon metal production in Yunnan and Sichuan will decline in Q4 due to the upcoming dry season. The large plants in Xinjiang will also lower the operating rates due to the power shortage and the control of energy consumption. China’s output of silicon (Si content ≤ 97%) and secondary silicon totalled 240,000 mt from January to September 2021, which will supplement the shortage in the silicon metal supply. The lower overseas prices encouraged the imports. The total silicon import volume reached 4,000 mt from January to September 2021, up 782% on the year.

The seasonal increment in the silicon metal inventory in end 2021 will be far lower than the 10-year average

The higher domestic demand and declining exports will lead to the lower port inventory of silicon metal. The increment in the silicon metal inventory is lower than the 10-year average level in 2021, and a new inventory cycle has started. The total social inventory in end-2021 is expected to stand at around 70,000 mt, down 13%.

Prices of silicone and polysilicon rise along with silicon prices

Siloxane: The strong demand has boosted the silicone prices to hit a record high, and the mainstream prices are correlated to the silicon raw raw material prices. The domestic supply continues to make up for the overseas supply gap. The DMC prices are expected to stand at 50,000-55,000 yuan/mt.

Polysilicon: The skyrocketing silicon metal prices have pushed up the polysilicon prices. However, the silicon prices may pull back due to the low downstream operating rates in November and December.

The surging silicon prices change the aluminium alloy pricing models

Secondary aluminium alloy: The power curtailment, supply shortage of aluminium scrap, high silicon prices, chip shortage for cars, and other factors affect the operating rates of secondary aluminium alloy plants.

Primary aluminium alloy: The prices of silicon, the major auxiliary material, have surged, and the primary aluminium alloy producers have suffered the losses. The aluminium alloy prices are settled based on the silicon prices.

The production and sales of automobile continue to grow. The production and sales from January to September 2021 increased by 7.5% and 8.7% respectively.

Profits of silicon metal export turn positive, the control on the foreign exchange affects the overseas quotations

The silicon metal exporter suffered significant losses from May to July, and the losses narrowed in August, then turned into profits in October.

China's silicon exports in September 2021 were 72,000 mt, up 6% month on month and 32% year on year. The exports totalled 605,000 mt from January to September, up 40% year on year.

The demand growth rate of silicon metal stand at 21% in 2021. The production of the new capacities of the silicone and polysilicon is worth attention.

There are 800,000 mt of new capacities of silicon monomer have been put into production in 2021, and the exports in 2021 are expected to be near 800,000 mt, up 29% year on year. The capacities of 140,000 mt will be put into production in Q4 2021. The total silicon material output is expected to reach 480,000 mt, up 22% on the year. The total output of cast aluminium alloy in 2021 may grow by 9% on the year. The annual growth rate of the total domestic and overseas demand of silicon metal is expected to be 21% in 2021.

Price forecast

There is basically no new capacity of silicon metal in 2021. The new capacities will be put into production intensively in the rainy season in 2022.

The new capacities of silicone monomer and polysilicon will be put into production mainly in Q4 2021- H1 2022.

The shortage of the silicon metal supply in H1 2022 will depend on the power supply in the dry season in south-west China and the downstream production capacity.

Posted by Mr.Sm Invest123 > 2021-11-04 18:50 | Report Abuse

The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022.

The silicon metal prices will remain in an upward trend under the dual carbon policy, and the pricing logic of resource-based commodities will be changed. The silicon metal prices may rebound in November amid the shrinking supply, the recovering demand of aluminium alloy, and the overseas restocking before the Christmas holiday. However, the prices may decline in December as the silicon plants will reduce their stocks. The silicon prices will stay high until the rainy season in June 2022, and the upward trend of the prices may extend until 2023. The delayed commissioning of the silicone and polysilicon capacities, the shrinking consumption of the silicone after the pandemic, and the new capacities to be put into production may bring risks to the market.

The shortage of production capacity will suppress the silicon output, and the low grade of raw materials may drag down the output of high-grade silicon. The silicon supply is expected to remain tight in the short term. Most of the silicon metal consumption was in the silicone and polysilicon sectors, while the consumption in the aluminium alloy and export sectors declined. The tight supply has weakened the profits of the silicon metal users, and the upstream companies in the silicon industry started to profit.

Posted by Mr.Sm Invest123 > 2021-11-04 18:58 | Report Abuse

hold and hug tight

Posted by Aaron_tan > 2021-11-04 19:28 | Report Abuse

China silicon drop to 33k … very fast will back to pre power shortage price lol

Posted by LRWoo99 > 2021-11-05 09:37 | Report Abuse

PMB starts to move ！ ignore aaron u will win big

Posted by AJtheGreat > 2021-11-05 09:39 | Report Abuse

Nice... Good price movement today....

Posted by PureBULL ... > 2021-11-05 09:43 | Report Abuse

The STRONGEST stocks now on KLSE r
GENETEC, SAM, HONGSENG, BSLCORP


Focus on these, the next coming strongest stocks:

a. MPI looks ready to rock this time.
b. PMBTECH, needs to recover to > 1st HH = 1298, i.e. from A2 back to A1 stock again for uptrending.
If YES, see.pay.ho.leow bcos SILICON biz with increasing ASP, could just be as big as pmetal's Aluminum biz.
c. BPPLAS, on watch list.

Posted by LRWoo99 > 2021-11-05 09:47 | Report Abuse

PMBTech is a good counter ! Hold tight will do

Posted by ValueInvestor888 > 2021-11-05 10:05 | Report Abuse

PMetal mkt cap is about RM 45b currently, increased from RM 5b in 2015. Will PMB Tech mkt cap grow to RM 10b from current RM 2.7b?

Posted by ValueInvestor888 > 2021-11-05 10:10 | Report Abuse

The world transition from coal to clean energy. These 10 years transitions mean energy will be expensive...

Posted by Lucifer999 > 2021-11-05 10:13 | Report Abuse

10 years?! holy shit!

Posted by ValueInvestor888 > 2021-11-05 10:26 | Report Abuse

Purebull sifu is chun, most of the time, to see super trend


..................................................................

PureBULL ... The STRONGEST stocks now on KLSE r
GENETEC, SAM, HONGSENG, BSLCORP


Focus on these, the next coming strongest stocks:

a. MPI looks ready to rock this time.
b. PMBTECH, needs to recover to > 1st HH = 1298, i.e. from A2 back to A1 stock again for uptrending.
If YES, see.pay.ho.leow bcos SILICON biz with increasing ASP, could just be as big as pmetal's Aluminum biz.
c. BPPLAS, on watch list.

Posted by LRWoo99 > 2021-11-05 10:28 | Report Abuse

Whatever u talk about the clean energy ! Silicon must be one of the super main element to build it . Long term invest in this counter should be no problem

Posted by LRWoo99 > 2021-11-05 10:32 | Report Abuse

EV’s battery needs silicon ! Solar plate needs silicon! Silicon is a must element in future !

Posted by Vaccineyes > 2021-11-05 10:40 | Report Abuse

Yes a bright future. Hold and be rewarded

Posted by PureBULL ... > 2021-11-05 14:47 | Report Abuse

PMBTECH, a multi bagger stock n a brand new low cost green producer of SILICON for the entire world mkt.

SILICON is required in so many industries, from semiconductors to facial n body products, building materials to solar panels etc n soon into huge mkt for EV.CAR batteries n as hardener of Aluminum alloy used in EV.CAR...

Global SILICON mkt is sure to grow n grow higher every year for decades to the century ahead...

This is the proven EV SILICON battery technology:
https://www.enevate.com/technology/hd-energy-technology-overview/

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

https://www.enevate.com/news/

TESLA to produce SILICON EV battery in its new gigafactory in Texas:
https://electrek.co/2021/11/03/tesla-battery-cell-manufacturing-equipment-gigafactory-texas/

Posted by LRWoo99 > 2021-11-05 15:20 | Report Abuse

There is rumor PMBT QR will be releasing by today! Stay tune for superB result

Posted by Vaccineyes > 2021-11-05 16:12 | Report Abuse

Hope can end above RM13

Posted by ValueInvestor888 > 2021-11-05 16:19 | Report Abuse

i think good results will only be reflected in quarter ended 31 Dec 2021

Posted by Lightspeed > 2021-11-05 16:47 | Report Abuse

next week Rm 16

Posted by alanchinyikloon > 2021-11-05 16:50 | Report Abuse

why today gone up? thought some one said silicon price in china dropped?

Posted by Lightspeed > 2021-11-05 16:53 | Report Abuse

Don't care about China prices...

Posted by LRWoo99 > 2021-11-05 16:57 | Report Abuse

Those who cares about china silicon price is considered brainless ! Have u studied the PMBT main client from where ? Their client not even one from China but europe ! Dont ever listen to Aaron tan as he was spreading negative news along the journey .. just hold tight to see the QR result

Posted by LRWoo99 > 2021-11-05 17:00 | Report Abuse

I believe the coming QR will be better than last QR and the really superb result will be march QR

Posted by Vaccineyes > 2021-11-05 17:01 | Report Abuse

Lets hope this bull run continue. A great stock to hold on to

Posted by LRWoo99 > 2021-11-05 17:03 | Report Abuse

PMBT only suits long term holder ! Short term holder will wash out from this counter

Posted by Vaccineyes > 2021-11-05 17:30 | Report Abuse

Yes i agree. Slow and steady. Keep faith

Posted by PureBULL ... > 2021-11-06 06:32 | Report Abuse

PMBTECH, a multi bagger stock is producing pure silicon for EV.CAR on 2nd factories now n soon to add 2 more factories asap.
It is on the way recovering to its double A1 stock status.
These news flow say it all:

Tesla’s 4680: A Cobalt-Free Silicon Battery Solution

https://eepower.com/new-industry-products/teslas-4680-a-cobalt-free-silicon-battery-solution/#

Porsche: High-performance batteries with silicon anodes

https://newsroom.porsche.com/en/2021/products/porsche-volkswagen-power-day-research-high-performance-batteries-silicon-anodes-own-fast-charging-stations-23907.html

https://electrek.co/2021/11/03/tesla-battery-cell-manufacturing-equipment-gigafactory-texas/

NB: Silicon expands 3 times when charged.
TESLA is so smart to coat it with a proprietary conducting flexible polymer to make pure Si works as battery anode.
EV battery pack is the heaviest item = so imagine the huge increasing demand of silicon required per car or vehicle for decades.
this can only make PMBTECH super happy gembira,, forever laughter,,

https://tesla-share.thron.com/content/?id=96ea71cf-8fda-4648-a62c-753af436c3b6&pkey=S1dbei4

Posted by PureBULL ... > 2021-11-06 07:08 | Report Abuse

EV.METAL for EV.BATTERY:
demand set to more than triple by 2025, buyers are snapping up all they can

https://klse.i3investor.com/blogs/future_tech/2021-11-05-story-h1593691549-A_squeeze_on_lithium_has_top_producer_going_as_fast_as_we_can.jsp

https://tradingeconomics.com/commodity/lithium