ZANTAT HOLDINGS BERHAD ACE MARKET | 27 MARCH 2024 | INDUSTRIAL PRODUCTS & SERVICES | SHARIAH COMPLIANT Business Activities Zantat Holdings is principally involved the production of calcium carbonate (CC) namely ground calcium carbonate (GCC) and CC dispersions, kaolin dispersion (a new product introduced in 2020, used as fillers in the production of synthetic rubber gloves), as well as other business activities such as the processing of ultrafine precipitated calcium carbonate (PCC) powder, trading of other industrial minerals (mainly talcum powder and limestone chips), and sales of limestone quarry products. These industrial minerals are used for various industrial applications, namely for the manufacturing of plastics, gloves, paints and coatings, and rubber products. Zantat Group’s business activities are segmented as follow: ▪ Production of GCC involves crushing and grinding limestone into various particle sizes, ranging from 1.5 microns up to 25 microns. Generally, the Group obtains limestone from its limestone reserves in Perak as well as purchase from third-party. In addition, it has 2 pieces of leasehold lands with limestone reserves each in its Perak Quarry 1 and Perak Quarry 2. The Group is operating Perak Quarry 1 to produce GCC while there are no activities on Perak Quarry 2. The quarrying and primary crushing process is undertaken by a third-party contractor, and it has its crusher plant at Zantat Perak Plant 2 to carry out secondary crushing process. Despite owning 2 leasehold lands with limestone reserves, the group choose to purchase limestone rocks and chips from third parties as it is not their focus to carry out quarrying operations and it does not have in-house expertise and equipment in quarry operations; ▪ Production of CC dispersions involves GCC or PCC powder that has gone through a wet grinding process and the final products are in slurry form. The GCC powder is sourced internally, while the PCC powder is imported from China. The production of CC dispersions is carried out at KL Plant; ▪ Production of kaolin dispersion involves kaolin with added water or solvents. It functions as a filler to produce synthetic rubber gloves. It sources for Kaolin powder mainly from China, Indonesia and Malaysia, and produces the kaolin dispersion at KL Plant. ▪ Bioplastic compounding are formulated input materials comprising bioplastic resins and additives such as calcium carbonate and/or pigments used to make bioplastic products. The Group is in the process of expanding its business downstream into manufacturing bioplastic compounds. It has installed the bioplastic compounding production lines and is undergoing the product testing phase. It has started providing samples to customers for testing in September 2023. Customers’ orders are expected to commence during the first quarter of 2024. ▪ Other business activities include the processing of ultrafine PCC powder, trading of other industrial minerals such as talcum powder, and sales of limestone quarry products. The Group has 4 production plants (3 are located in Perak and 1 is located in KL), as well as 2 pieces of leasehold lands with limestone reserves in Perak serving approximately 300 customers in India, Malaysia and others. Business Model Competitive Strengths • Diverse functions and uses of its calcium carbonate provide the Group with a potentially wide addressable market to sustain and grow its business; • Established track record of approximately 38 years to serve as a platform for potential customers; • Geographical coverage includes 19 foreign markets in Asia Pacific and the Middle East. Revenue derived from foreign markets collectively accounted for 68.1% (FPE 2023), demonstrating its ability to tap into various foreign markets and indicating the acceptance of its products in these countries; • Experienced Directors and key management to lead, manage and grow its business; • Quality control facilities and certifications such as ISO9001:2015 to support its commitment and emphasis on product quality. • Owning 2 pieces of leasehold lands in Perak with limestone reserves for approximately 50 years ensure a ready supply of limestone, which is not subjected to cost of material fluctuations. Production Capacity, Output and Utilisation (FPE2023) Product No. of producti on lines Production capacity (‘000 tonnes) Production output (‘000 tonnes) Utilisation rate (%) GCC Zantat Perak Plant 1 8 lines 156.0 145.9 94 Zantat Perak Plant 2 1 line 33.8 9.6 28 Calrock Perak Plant 5 lines 43.9 22.8 52 GCC dispersions 4 lines 39.5 8.5 22 PCC dispersions 2 lines 14.0 2.6 19 Kaolin dispersions 2 lines 10.4 0.6 6 Market Share Based on the Independent Market Research (IMR) report, there are 29 manufacturers of GCC in Malaysia as of 2022. In the same year, Malaysia produced 2.59 million tonnes of GCC. Zantat Group produced 0.18 million tonnes of GCC in 2022, which translate into a 7% market share.
previously paktua was yelling.. better buy when below rm0.50.. now zantat dah reach rm0.55 higher.. soon when reach rm0.60.. don't ask "can buy this price?" you wait for right price.. you will missed all opportunity..
morning too all Zantat fighters.. today Zantat journey just reach T-10 from 1st born... need 11 trading days for 1st P-23 .. paktua set on P-23 zantat can success break rm0.55.. and hit new range rm0.57 to rm0.63.. for now paktua just wait when opportunity to load more below rm0.48.. paktua will load as much paktua can..
morning all Zantat warriors.. this week mybe have abit shaking wave hit our market.. paktua n team we will stand fight here.. and will set more fund to reload if any major correction come..
tut tut alert for all members to stand fight for this week
paktua galak berpendita.. lantang memekak suara perwira.. disaat kapal ZANTAT sunyi dek gelora ribut merah melanda..
ayuh didihkan dadamu.. ZANTAT ship will facing thru what ever storm or hurricane come.. ZANTAT ship will sail thru all storm never fear.. throw all coward sailor from ZANTAT ship..
let we hear it..
let we go thru and sail to the sea.. let we see by own selves..
let face it the "three brother wave" let face it the "ghost of stone.."
sail your ship now.. make the move.. be real sailor hunt your treasure island..
remember to earn the treasure.. its not easy..
to find the island is not easy.. yo sail to the ocean also not easy..
so how come you.. so easy to believe the weather forecaster?
comeon let become real gallant sailor.. if dare be the gallant Pirate.. conquer the ocean..
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....
Wan Nee
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