micben64

micben64 | Joined since 2016-11-10

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

20

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
20
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2021-03-22 09:22 | Report Abuse

I agree. Lousy management. No proper vision.

Stock

2020-04-28 15:35 | Report Abuse

Newbieinshare- correct

Stock

2020-04-28 15:33 | Report Abuse

Polycarp, are you stupid? Esceram is ES Ceramics , listed in ACE market. Local owners. Ceramtech is German multinational. What are you talking about? You another clown like John?

Stock

2020-04-28 14:50 | Report Abuse

Or, you comeback as someone else as I am tired looking at your incompetent comments. Don't know your game man...

Stock

2020-04-28 14:49 | Report Abuse

Again John Chew , you have shown your incompetence. CeramTec has only 1- ONE formers factory in the world- Seremban. capacity 150- 200 K pcs/mth. Esceram 2 factories- 350 K pcs/month. World's largest. Frankly I think you are rather stupid and should stop commenting!
You are always misleading my friend.

Stock

2020-04-27 15:55 | Report Abuse

Congratulations John , you should retreat as you have no clue what you are talking. Cut and paste statements is worthless in this environment. You need to be credible in your statements. I have no clue what you are trying to explain and infer. Goodbye to you I hope...

Stock

2020-04-27 10:54 | Report Abuse

AQL is acceptance quality limit. Number of formers per line is non event question now as they are building short, long, superlines , batch lines, chain lines etc. So, 3,000 formers is minimum and the shortest. Large companies like Top Glove, Hartalega , Kossan all are building customized lines to suit their requirements. Trust this helps..

Stock

2020-04-27 10:06 | Report Abuse

Facts: Do you know the glove manufacturer only need to replace the ceramic hand former once in a 3 years? Assuming the glove producer max out their capacity and run the factory 24/7, they will most probably change the hand former once in 8-10 months.... Unless the glove manufacturer expand their production line, otherwise it doesn't help much~
27/04/2020 9:28 AM- NOT TRUE!!!

Not true!, Rubbish! Changing formers depends on AQL level(pin holes) of gloves produced for Surgical and Examination gloves applicable to Covid. They go by dipping cycles and not timebound. Examination is around 60,000 dips and surgical is around 40,000 dips which roughly translates to 6 months to get the best efficiency. Household and Industrial formers are changed when it breaks as they are thick gloves and pinhole is not an issue. PLEASE BE INFORMED!!

Stock

2020-04-23 11:02 | Report Abuse

"This counter will now continue the uptrend in the future and should easiliy break 0.30 this week.Next week depends on how good the results, 0.40 is a high possiblity. There is no speculation in this counter, brick and mortar business- old style and solid business in tough times.
21/04/2020 3:12 PM"- Next week 0.40 coming....

Stock

2020-04-21 15:12 | Report Abuse

This counter will now continue the uptrend in the future and should easiliy break 0.30 this week.Next week depends on how good the results, 0.40 is a high possiblity. There is no speculation in this counter, brick and mortar business- old style and solid business in tough times.

Stock

2020-04-06 10:14 | Report Abuse

Correct. NTA 0.25, coming quarter should be better than previous quarter results Dec 2019-Feb 2020. The run should start now as benefitting from supplying formers to glove industry due to Covid. Underpriced for sure...

Stock

2020-02-21 10:28 | Report Abuse

Quarterly earnings should be good going forward. Good time to buy as potential upside is high for medium and long term.

Stock

2020-01-29 09:45 | Report Abuse

Paul Stoffels, Chief Scientific Officer at J&J told BBC that basic work on vaccine has been done and could be available in about a year! I think that this glove demand will have a long run... Esceram will benefit for some time... and it's also fundamentally strong.

Stock

2020-01-28 12:00 | Report Abuse

Not surprising,as I said, turned the corner and piggy back on gloves increased demand due to Wuhan situation. 0.60 is a reality for sure..

Stock

2020-01-22 15:24 | Report Abuse

Well said! Step by step...

Stock

2020-01-22 14:28 | Report Abuse

Consistently delivering profits over 3 quarters. Turned the corner already with strong customer base and optimistic outlook. 0.30 is looking to be too low from previous highs of 2017. Buy, buy, buy...

Stock

2020-01-21 16:58 | Report Abuse

At this price looking like a bargain for long term investment...

Stock

2020-01-21 12:11 | Report Abuse

Will have better quarters coming up! Solid performance and shows sound management to turn business around! Well done!

Stock

2020-01-16 16:29 | Report Abuse

Strong fundamentals, growth prospect..

Stock

2020-01-10 09:58 | Report Abuse

NTA 0.25, has upside still...