Superman u are the reason why I disappeared for a while from here. Mental retard with few ringgit in the pocket and amuse yourself here 24x7. I don't need your donation. Check my comments elsewhere. I have killed it in pmbtech, opcom, Sam, and Genetec this week. Fat five figures clean profit. And I don't appear in the comments section after the price shot up. I gave opcom tip in the forum tp rm1.20 when it was at 75 sen. Sweet.
Hahaha talk no need money , i can blow as much like you. No proof = talk cock. high chance you’re one dumb fat old guy. Which want people to trap in this counter but the truth is you do not have any . So selfish and foolish. People like you deserve a ticket to hell. HAHA
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 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.
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 25/09/2021 10:23 PM
Silicon metal prices continue to soar, China’s silicon metal supply gap highlights
In September 2021, the market price of Silicon metal in China continued to soar. As of September 14, the reference price of Silicon metal in China was $5,540 / ton, more than 2 times higher than the price of the same period in 2020, breaking all kinds of price records.
The reason for the explosive growth of silicon metal this time is cost rise and imbalance between supply and demand. There are mainly the following four points:
First, the cost is mainly the cost of raw materials and electricity, and the cost of producing silicon metal is mainly the cost of electricity. After the end of this year's wet season, the price of electricity has risen, and the production cost has also risen.
Second, due to the epidemic situation, many foreign silicon metal manufacturers cannot produce normally, and the international demand for silicon metal has not decreased, but we have done a good job in controlling the epidemic situation. So foreign inquiries have not stopped for nearly a year.
Thirdly, in August, due to various reasons, the silicon factories had power outage for maintenance, so the output has not come up. Silicon metal products are often in short supply.
Fourth, the influence of national environmental supervision and "carbon neutral, carbon peak" policy.
Tq Sam for almost 100% return. I will load up on Sam again when operator press you down. Moved my profits to pmbtech. Next stock to hit 20 very soon. Been loading up from 11.30. The best is yet to come.
Silicon metal shortage: Why semiconductor chips are so hard to find with everything from cars to consoles delayed A perfect storm of Covid-19, heightening tensions with China and climate change is being blamed. But how long will the silicon shortage last?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Posted by worktoinvest > 2021-09-23 14:44 | Report Abuse
Go go go