30c mari mari......

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So many red flags last year....hahahaha.....hoped to get rid of excessive vaccine by selling to other countries...........not everyone is a fool like......you??

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LOL...chowwei poured everthing into Pharma. Monthly salaries, bonuses, sell house, car even sold her panties and bought Pharma at above 80c..............congratulation on your losses.

My colleague, Trevor told her many times last year to avoid and sell but she lured newbies to buy more............

30 sen mari mari......kaboom! crashing into brick walls.

Yup, clearly seen the difference. Also, seeing the difference with your order being served or much delayed as compared with Sslee's lamenting wrong food being served........aren't they different issues, same as comparative issues in shares investing????

As Sslee only wanted useful info and your info was useful and informative....you are licensed to post here.

The greatest fool of all is that when given a 2nd chance in life only to be squandered away.

From average 6.00 to 10.00 and yet waiting to go to the Moon is the biggest fool of the Century!!! Period!

Come on, LCT......fall like Pchem la........want to get more.

How low can you go?...as the song goes.....

Better ask ole Phil, he knows better........after all Portfolio doing well......only lower price is ripe for collecting.

How low can you go?...as the song goes.....

Better ask ole Phil, he knows better........after all Portfolio doing well......only lower price is ripe for collecting.

Ouch! ouch!..Ole Phil's core stock getting bashed.........beaten to a pulp soon!

Ouch! ouch!..Ole Phil's core stock getting bashed.........beaten to a pulp soon!

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Pchem falling below 7.00 to stay down?......Ouch!!...ole Phil getting punched.

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Pchem falling below 7.00 to stay down?......Ouch!!...ole Phil getting punched.

LOL.....have you ever gone shopping in Vietnam???? What's the price of same branded apparels sold elsewhere as compared to within Vietnam? Didn't you know Vietnam is manufacturing for the world just as China is?????? Hahahahaha

Fox dah pigi ke Thailand dan Indon instead of coming to Malaysia.

Arus warna darah!

LCT, please fall like Pchem. Please drop below 1.35, or better still someone from Penang to JB, and even Batam calling it's TP at 1.00......love to get more!

@123, you've over stayed you "boy who cried wolf" too many times....nobody listens to you anymore.

To be pragmatic.....not expecting LCT to still having the same market share but with impending loss of Chinese market (from 2025) would the price not reflect a better shade after re-building on nicer economic platform? Not expecting it to rebound back above RM6.00 but some form of increase should be in order from 1.40 levels.

P/S Not a Buy call....TAYOR

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Chinese's trade with the rest of the world especially Govt Agencies goes through many hands and red tapes. Even though their feedstock (from Russia with discounts?) are low, their final transfer price is no longer low.

LCT may find good value and demands base on reputation and US flagships.

LOL....have you ever traded with Sinopec before????? I have personally tried few years back.

I am aware and see your point of issues with demands for HDPE, LDPE, double L, PP and even PET. But you are only looking at the requirement and supply from within China. With the US and EU Trade war with China, it's not as easy as the Oil sanctions with Russia. For trans-shipments from China is not cost effective (have personally tried that before).

Nonetheless, other Asian countries, in which LCT have support would increase their demands during re-building.

Lurker, the 2 issues are not co-related.

Currently oversupply for LCT is caused by weak global demands due to economic slowdown and past 2 years of Covid lockdowns.

PChem's product demands are replaceable.

LCI investment is done with proper due diligent and of course, tech wise too. Who would pour Billions into old tech??? Or the challenges of transitional tech??

Even if there is an evolution, it could take decades. Just take a look the past century and the same raw input has never been changed.

TAYOR

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Moreover, their USA counterpart made marginal losses of only circa RM6.4 millions.

This was due to a decline in margin spread amid weakened market demand resulting from a volatile external environment, higher foreign exchange (forex) losses of RM32.7 million, and its share of loss from Lotte Chemical USA Corporation (LC USA) of RM6.4 million.

Posted by Plantermen > 2 weeks ago | Report Abuse

In 2021 Park Hyun Chul replaced Lee Dong Woo as CEO of LCT. The planned Indonesia line expansion project costing RM 18 billion { completion date year 2025 } the project need a long gestation period and any positive impact need to relied or hinges on the economic cycle conditions over the next few years. How much profit can be generated from this gigantic RM18 billion expansion? It's going to be a long term positive or definety short term uncertainty but earnings contribution in the short term will be mixed

Why am I being flagged??

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1.35 and below again, we are very keen.......

Good luck to us!

TAYOR

Lurker, it's not the old Techs that you mentioned are involved but LCT's materials as raw input is here to stay unless some Aliens (came in balloons?) give us far advance technologies which replaces Plastics.

FDI had been actively dumping Bursa since 2019 as evident of many counters are in slumps and prices unseen for past several years.

PChem is in a different world with their main products being "replacecable" at better costs and pricing.

Whereas LCT specialised Chemicals are never changed since their raw materials are always required for Plastics and Polyolefins. They supply building blocks. Moreover, they also have competitive edge in Virgin plastics manufacturing with lower cost of materials for better than others more profit margins.

PChem and LCT are in different products and different market segments.......

Lotte is more in specialised chemicals......

As the world is now drawn into "de-population" mode and when it's back to re-building phase, we can see the demands for their Chemicals back on track.

P/S Not a Buy call......TAYOR

Pre-Covid 19, LCT prices traded at above RM6.00 in 2018.

In 2020, their average and highest price range at RM2.50

Now in 2023, due to loss making in 2022, their price has dropped to 1.40 range...

We are keen for long term at this levels.

Borrowed from Lctitan forum :


Posted by Plantermen > 2 weeks ago | Report Abuse

Myself is not a trained chemical engineer but basically. PChem and LCT are trading in a different market segment. PChem apart from Olefins manufacturing. A big chunk of PChem revenue comes from or generate from chemicals used in acrylic ink acids, dyes, gas solvents, personal care products, fertilisers manufactoring and methanol related chemicals eg resins and ammonia. Whereas LCT specialised only in Polyolefins and PP or polypropylene eg TBA, benzene and toluene used by plastic fabricators.

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From Lctitan forum :

Posted by BobAxelrod33 > 2 weeks ago | Report Abuse

If you are prepared to hold 1-2 years, then you're in the right place.....right time and good price at 1.35

Bob was here....marker indexed.

Lctitan below RM1.00??..........all in and not a second to waste!

Those in the Plastics Industry knows Lotte well.

Bye bye Silterra..........Sayonara.

Asiaply needs to take a more serious stance and business perspective. SHOULD DISENGAGE ALL TIES WITH TakWin and move on. Then their price range from 9c to 11c is acceptable to take in and Hold for 1-2 years.

We find Lctitan more interesting at current price levels. Have seriously taken a look and some interest at 1.35 (it's on record and Marked timeline at their forum at that price)

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Their linkage with TakWin and even on BOD already scared me off. Many taken a look at TakWin and vomited.

Asiaply should have stayed their own course in Acrylics and the in-coming Electricity Power generator. Past 2 years of Sales badly affected by international MCO and high Oil prices drove their bottom line to the ground.

But Good luck to you if you choose to hold for 1-2 years.

Biogas Methane's NP is negligible to their massive 900+ million shares NOSH.........maybe 0.00000000000000001 sen EPS?

Not only did they made the wrong choice in counters....they also participated in TakWin's fund raising mostly, and direct purchase from Open markets.....TakWin betul betul rugi one.