no puasa low season, a better q ahead

new plant commencing?

mini F&N

min F&N in the making

evil operator
serupa gaming machine

Everybody loves it
You can taste how fresh it is
Uncle Sultan’s recipe
Brings quality,
SDS
So good you can even eat it on its own

Once you,
Take a bite
You can taste the difference in , SDS
So good you can even eat it on its own
So good you can even eat it on its own

reminiscent of good old day Gardenia song.

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=226904&name=EA_FR_ATTACHMENTS

buy one nasi lemak flavor condom and use tonight. support local manufacturer

cement 2024 superbull theme

all new high tea cakes and cookie to new Agong by SDS

dip buying? stock broking all hot up

buy sds better. new agong got high tea for all. need supply of cakes and roti. should be faster

fundamental turnaround with real profit+new agong theme pushing construction development. big trend is crystal clear.

a sell point

cement 2024 theme?

my place starbuck always full house. i rarely go unless customer jiu. wonder why so expensive but still full house... crazy

icap performance is a loser. quote buffet here and there. performance is inverse to buffet performance. bamboo philosophy more like monkey Baboon ass. CB Tan

next week expansion in price and store revenue given

cement dont want to supply to my plant too much order

next big uptrend, golden rules ticked

won big tender?

Rm4 otw

looking for freelance welders. too many jobs to cope.. can you be like bro dayang?

i seldom use condom. for this time, i make an exception for karex. hope to get bountiful free condom to use with trial subjects.

too late to join club of billionaire? chinhin+yewyew

err.... so many projects to be pump... https://www.malaysiastock.biz/GetReport.aspx?file=2023/8/16/0185%20-%201716573800349.pdf&name=HSSEB_Quarter%202_2023.pdf

cement industry already in tailwind.

explosive uptrend coming

seller keep ate up.... next week pecah RM1

Will Ascend to Sky COrporation.

cement industry in tailwind

more sarawak and sabah as minister. bunch of useless crooks from west msia in cabinet. nothing to lose is the precondition to govern this sickening msia due to previous leaders like tun m and din

either felda die or government and felda die together. what shall government do. choice is clear. anyhow useless government since tun m

i can lie but not money usually dont. plus with underlaying condition...

excellent next quarter guaranteed

Looking ahead, MSC is well positioned to
grow further as tin demand remains
robust with increased use of electric
vehicles, photovoltaic installation and
consumer electronics globally. With the full
commissioning of the Pulau Indah smelter
in mid-2022, which will optimise production
output, the Group expects strong tin demand
to continue to drive growth for MSC.

https://straitstrading.listedcompany.com/newsroom/20220407_120652_S20_WTRABX2TVV0HXJJ5.1.pdf

go la. bro already broke new high.

see tbktimah, yunnan tin, alphamin resource, indicative of tin under a big trend due to new market for tin.

Tin: The most-traded SHFE 2205 tin closed down 0.48% or 1,590 yuan/mt at 327,890 yuan/mt, with open interest up 130 lots to 29,498 lots.

SHFE warrants inventory dropped 231 mt to 2,266 mt, which is a normal result during the delivery of SHFE 2203. Nonetheless, it is still the lowest level since the Chinese New Year, indicating that the accumulated stocks during the CNY holiday have almost been consumed, and market supply has been relatively tight.

In the spot market, transactions were thin under tight supplies, and some smelters were holding firm to the prices. The downstream demand was also impacted by the repeating pandemic, resulting in a modest spot market.

https://www.pv-magazine.com/2022/03/17/double-junction-perovskite-tin-sulfide-pv-cell-design-with-up-to-28-92-efficiency/

Why higher tin prices won’t hurt demand
Tin is commonly known as the ‘spice metal’ because a little bit of tin is in virtually everything.

But it tends to be found in such small quantities that demand is relatively inelastic.

Around half of global tin supply goes into solder for electronics. While it’s a key component it is a tiny fraction of the raw material cost of most consumer items.

Thompson says while the world is tipping hundreds of billions into expanding semi-conductor production, it has neglected to invest in new tin supply.

“We’ve got almost nothing in the supply chain in terms of new projects coming on stream anytime soon,” he said.

“We’ve got background global economic growth, which is on a sort of 2% consumption growth, and particularly coming from the electronics sector, which is growing at somewhere between 9-14%.

“The world has committed, I think, of the order of US$600 billion to new semiconductor capacity. So far, the world has committed $0 for any new tin capacity for the solder to join those electronic components together.

“And then on top of that, you’ve got the green energy revolution which will potentially add another 2-3% per annum demand growth, maybe even quite a bit more than that. And basically that cannot happen.

“There is zero probability, zero, of the tin market growing by 100,000 tonnes of supply by 2030.”

The one gram of tin in an iPhone retailing for thousands of dollars is worth just 5c even at current high prices, Thompson said.

“There is no tin price where Apple will stop making iPhones,” he said.

“You’ve got about five to eight grams in a washing machine, so you’re talking about 25-50c of tin in a $500 item. There probably isn’t a tin price where Bosch stops making washing machines. So it’s highly, highly inelastic demand on the electronics sector.”

It is also virtually unsubstitutable in most applications.

They include tin sulphide, a chemical used to stop plastics decaying in UV sunlight, tin cans, which have a thin layer of tin bearing anti-microbial properties worth just 1.8c which has not been bettered since the Napoleonic Wars, lead-acid batteries, specialty alloys like bronze and the Pilkington Process, used to make flat glass.

“It’s a fairly unique metal, multiple uses in billions and billions and billions of consumer items in very small quantities and very small value amounts. So because of that profile the price really pretty much could go to anything,” Thompson said.

https://news.metal.com/newscontent/101772925/shfe-dropped-nearly-12-after-opening-does-it-signal-a-cooling-market

anything above usd16k as pure profit ya?????

PTK Timah turn to go new high. When will MSC

5cents excluding one off gain to be declared upon AR this month

Yunnan tin taiko pun gonna break new high

Yunnan tin gonna break new high

offer by this month...

Same category as tun m.